Release Notes - August Sandbox/September Production 2025

Release Notes - August Sandbox/September Production 2025

Alternate Item Numbers

  • Added a team role to enable/disable alternate item number setup.
  • Applied alternate item number selection across all remaining transactions.
  • Added alternate item number association to the mobile app.

Users

  • Added the ability to change an assignee to a system user (view only or system).

Movable Containers

  • Added rule option to enable picking to a movable container on Build Shipment.
  • Added Content Status column on the Container Grid View to identify empty versus in-use containers, and a column for returnable container types.
  • Added logic to automatically delete non-returnable containers when empty.
  • Customer ownership logic for containers on Build Shipment and Shipping.
  • Weight and Dimension columns changed from default to optional on the container grid view.

Item Masters

  • Updated last cost logic. Added a separate last received cost display field. Unit cost is no longer automatically updated with the last received cost.

Item Restock

  • Added a tab on the Edit/View vehicle page for restock level assignment.
  • Added a tab on the Facilities page to view and edit facility-level restocks.
  • Updated item restock setup to support both restock and reorder (from vendor) logic.
  • Added inline editing on the Item Restock Grid for easier edits.

Usage Transaction

  • Added transaction numbering for integration support.

Order Pick

  • Completed the Scan to Pick feature for quantity-tracked items.
  • Updated data capture flow for scan-to-pick and transaction attribute capture.
  • New grid views for both In Progress and History for Order Picks.
  • Updated units tab to display individual pick history for quantity-tracked items.

Return Transaction

  • Updated to support returns for consumed inventory items.

Purchase Order Entry/Edit

  • Completed owning team assignment logic.
  • Updated grids on PO order lines to support column changes.

Receiving

  • Updated logic for auto-create of movable containers at receiving with a Create Container button.
  • Added transactional attributes to receiving history logging.

Validate/Count Transaction

  • Added transaction code display and reset timestamp for ad hoc validations and counts.
  • Counted quantity-tracked items now display a checkmark (recounts are still supported).

Other Updates

  • Team Roles — Additional grid view access roles added.
  • Restock and Reorder Setup — Added Reorder Point assignments by facility and primary restock facility option (for future automated order creation).
  • Billing Schedules — Added quantity-tracked item types for billing schedule assignments.
  • Additional columns on Items On Order and Purchase Order grid views.
  • Added Item Template filter on Project Units grid view.
  • Updated Transfer and Customer Order grid view for column customization.
  • Transfer Custody moved under Check Out Management on the portal menu.
  • Added messaging for expired licenses.
  • New logo updates.
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