General Updates

• New setting to enable updating the check-out period on the Transfer Custody transaction.
• Added a Units tab for the Order Pick transaction.
• Updated columns and naming on the Reserve Unit grid view.
• Added the ability to add and delete areas from the Facility review.
• Updated last known custodian to include users who had the unit checked out on the Missing Units grid view.
• Corrections and updates to customer create and edit.
• Updates to the PO Entry/Edit UI.
• Added reserve assignment logic for movable containers selected for check out.
• Added additional movable container support on mobile Reserve & Check Out transaction.
• Corrections for Transfer Pick Up to remove Ship ID and/or order assignments upon transfer.
• Date formatting overhaul across the system.
• Validate Unit — Added Last Validation Date on serialized units and corresponding grid view. Interface updated.

New Features and Transactions

Retire Unit Transaction

A new transaction to set a retire date on serialized units. Options include keeping the unit available (to continue tracking) or marking it as disposed. Retired units can later be updated to disposed. Includes:

• New grid view for Retired Units.
• New transactions on both mobile and portal.

Place In Service Transaction

A new setting for serial-tracked units enables tracking when the unit is placed in service independently from receiving. Units with this rule enabled receive a status of Received (instead of Available) at receiving. Moves, transfers, and other transactions can still be completed except check-out functions. The Place In Service transaction updates status from Received to Available and records the date. A new grid view shows pending units not yet placed in service.

Item Count Transaction

Supports counting an area for quantity-tracked items. Any variance decreases or increases the quantity for that item and area. Currently available only on the mobile app.

Item Restock Transaction

• Added the ability to set up restock levels for items by area.
• Added a By Area view for items below stock assignments on the Below Stock Grid View.
• On mobile, a Restock transaction returns all items below stock level by area. Inventory can be moved from overstock areas to replenish stock areas. This is a move (not a transfer) — inventory is expected to move within the same facility.

Roadmap

• Deployed Status — Assignment of an "In Use" status as an alternate to Checked Out for stationary items (workstations, equipment). Maintains item location with optional user custodian assignment.
• Item Master Attributes — Setup options to display on Item Master and Below Minimum Quantity grid views.
• Facility Assignment for Users — When an item is checked out to a user, their assigned location will display in the Checked-Out Units grid view.
• Imports — User interface for importing Item Masters, Areas, Projects, Users, Serialized Units, Quantity-Tracked Units, and Purchase Orders.
• Mass Update — Update unit attribute assignments on multiple serialized units at once (restricted to unit attributes, not status or location).
• Purchase Order Enhancements — Unit cost on item masters and PO order lines, with extended cost calculations.