Target release: sandbox environments February 2, production environments February 4.

Development efforts since the October release include:

• Combined Customer Team and Customer Address setup.
• Combined Vendor Team and Vendor Address setup.
• Mobile updates to Build Unit and Build Shipment.
• Updates to Facility and Area Template create/edit.
• Updates to the Unit Maintenance transaction on portal.
• Updated display of units transferred list on Transfer Site Location transaction on portal.
• Updated the Check In units list on portal.
• Updated Organization Role create/edit to match the updated site layout design.
• Corrected display of checkbox attribute for transactions.
• Updated Item Inquiry on mobile.
• Updated Project Template window.
• Improved Project Inquiry on mobile.
• Streamlined Transfer Order entry header data capture layout.
• Removed display of unit attributes on Allocate to Project transaction to simplify the form.
• Updated Check Out Reservation view/edit screen on portal.
• Introduced warning messages when navigating out of a transaction on portal that requires additional action.
• Layout updates for the "where attributes are used" section on the edit attribute display.

Grid View Changes

• Non-returnable items consumed at check-out added to the consumed units grid view.
• Added Transfer From column to the Closed Transfer Order grid view.
• Added My Available Quantity column to the Item Master grid view — displays the count of available units for each item master at the user's current facility.
• Added Facility column to the Unit Grid View.

New Features and Functionality

Item Master — Restock Quantity Level Setup

Added feature to set up restock quantity levels for item masters by facility.

Item Master restock quantity level setup by facility

Below Minimum Quantity Grid View

A new grid view to review facilities that fall below the minimum quantity setup.

Below Minimum Quantity grid view

Portal Look Up Lists

Increased the number of records displayed for lookups. Previously limited to 3 records, requiring type-ahead filtering and scrolling.

Apple Store Deployment

Graduating from TestFlight to Apple Store download.

Receive New Unit (mobile/portal)

Added support to delete received units from the unit list on Receive New Unit for both portal and mobile.

Check Out — Movable Containers

Added the ability to check out a movable container. Containers must hold items that all have the Can be Checked Out rule enabled. If a project is selected, only containers holding items for that specific project are available. When selected, the container and all units update to Reserved status. On check-out, units are marked as checked out (returnable) or consumed (non-returnable), and all units are automatically removed from the container, which is then discarded.

Vehicle Logic

• Corrected vehicle sub-type to be treated as a facility rather than area, supporting more complex vehicle configurations.
• Updated Team and team facility/vehicle setup to support creating either a facility and/or vehicle under a team.
• Added vehicle as a destination option for Transfer Order and Build Shipment transactions (vehicle must be assigned to a system user or internal team).
• Updated Transfer Request to support transfer to a vehicle.

Pick Order Transaction (Updated)

Overhauled to streamline the pick process. Pick Order works with Transfer Orders — items are presented for picking and staging. Selected units are marked as picked and associated with the transfer order, making them unavailable for other operations. When shipped, units update to In-Transit. For vehicle destinations, the Transfer Pick Up transaction updates the custodian, moves units to the vehicle, and sets the status to Available.

Transfer Order Pick Up Transaction (mobile — New)

Supports completing pickup for transfer orders to a vehicle. Transfers picked units to the vehicle location.

Copy Item Template (New)

Copy a template from another template to streamline configuration setup.

System User Check Out To Flag

A checkbox on system users to flag whether items can be checked out to them. Allows removing system administrators from the check-out-to user list.

Update Unit Transaction

Added logic to select a checked-out unit and change its status to Missing.

Next Release Plan

• Check Out Request Order & Mobile Check Out Request — Order infrastructure for items to be checked out, with pick, reserve, and check out workflow. Supports user requests from project or job sites.
• Retire Unit — Additional functionality for retirement of capitalized assets. Tag units as retired while keeping them available or disposed.
• Place In Service Logic — Track when capitalized assets are placed in service.
• Purchase Order Interface Updates — Scheduled PO entry interface improvements.