UI Updates

• Separation of Teams versus Facilities for login on both portal and mobile.
• Update Unit transaction enhancements.
• PO Receiving updates to match Receive New Unit.
• New signature panel on Check Out transaction.
• Formatting for lookups on mobile for Check Out transaction.
• Custodian sort order and lookup on Transfer Custody.
• Recategorizing of transactions under the team role section.
• Transfer Custody layout updates.
• Column width display updates on several grid views.
• Updates to pending shipment view from orders.
• Updated logging for Create Unit.
• Added Maintenance Plan and Last Maintenance Date display from edit/view unit.
• Separation of Assignees and Recipients from the System User page.

Lot Tracking Support

Added support for tracking items by lot number. Includes standard attributes for manufacturer and expire date fields that can be enabled or disabled. Applied lot-tracked item support across transactions.

Unit Maintenance

• Added status update for units as part of the maintenance transaction (supports changing Out of Service back to Available).
• Added Plan ID numbers in preparation for work order logic. Maintenance actions will use Plan ID with sequential numbering. Support for saving in-progress maintenance actions is expected in the next version.
• Added infrastructure for tracking miles and hours (available in upcoming release).

Order Pick

• Default Pick From area field for quantity-tracked items when the item is located in only one area.
• Setting for pick-to-movable-container option.
• Count Scan feature for quantity-tracked items — scan each individual item to count the quantity picked.
• Updates to the review tab.

Deploy Unit and Check Out

• Added custodian customer support for deployed units.
• Added Project Transfer support for deployed status units.
• Navigation and UI improvements on the Deploy Unit transaction.
• Added Item Master filter on Check Out transaction.

Mass Transfer for Projects

Added logic for the Mass Transfer transaction to support transfer from one project to another, in addition to custodian transfers.

Unit Cost Capture for Quantity-Tracked Items

A new item template setting enables capturing unit cost on Receive New Unit for quantity-tracked items. The Item Master Cost is updated with the last received cost. Historical receiving costs are available in a new grid view.

New Grid Views

• Last Validation Date — Available under Validate/Count on the portal. Provides visibility into last validation dates for serial-tracked asset items.
• Purchase Order Items on Order — Shows items on current purchase orders. Located under the Purchase Order section.
• Historical Item Receipt Costs — Logs receipt cost history for quantity-tracked items. Located under the Units section.

Alternate Item Number

A new setup option for alternate item numbers. Alternate numbers can be associated with an item master and are available in lookup lists and for barcode scanning. When selected, the associated item is automatically chosen. Supports manufacturer and vendor item numbers. Setup is under the Units section and also available in Item Master create/edit.

Other Features

• Added vehicle support for restock levels.
• Added a view-only interface for view-only users on mobile.
• Updates to the Billing Schedule infrastructure for improved integration support.

Roadmap

General UI updates and corrections, plus:

• GPS location tracking based on last transaction interaction (later supporting map views on the dashboard).
• Issue From and Move From container/area filters for Move and Usage transactions.
• Item Master image as a standard attribute option with display on grid views and inquiries.
• Alternate PO receiving logic for items not on a purchase order (with on-the-fly item master creation).
• Receive For (Owner) on purchase orders with ownership assignment logic.
• Unit-transactional attributes for Order Pick.

Extended Roadmap

• Document and label printing within transactions.
• Kitting as alternate logic for Unit Builds.
• Scheduling and pre-reservation logic for assets (tools, equipment).
• Maintenance Work Order logic (save progress, request parts/supplies).
• Delivery functionality.
• Dashboard overhaul.