Product Updates

We’ve added permissions settings for existing reports and grid downloads. The permissions can be set at a page level. You can set the permissions in Business Setup > Permissions and then grant access by user role. 

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Users can now open and preview job attachments directly from the operations list in Job Tracking. Additionally, this list will now show the quantity to make and quantity completed. 

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We’ve done some work behind the scenes to improve the performance on work order picking. You should notice a faster experience when picking items for work orders.

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We’ve added more options to the lead time dropdown on quotes to fit your needs.

You will now see Purchase Orders in the Associated Records of a Sales Order. This will help you to view all relevant POs for a SO to have a better understanding of their status, and to have better visibility overall into everything that impacts your Sales Order.

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From the sales order you can now refund all line items, including taxes and fees. Previously, you could only refund the item, but you can now refund other costs for a smoother workflow.

We continue to improve our email feature! You can now include attachments from any related record when emailing a sales order. You already saw SO attachments as options when emailing – you will now also see attachments from any related record (jobs, items, etc.) to attach when sending the sales order.

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We’ve made performance improvements to the Pick All function in Job Tracking.

The details tab has had some design updates and now shows the quantity to be made. This update will make it easier for your production team to view the information they need. 

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We have made a bunch of large speed improvements to the jobs page and job tracking. You should notice a much faster experience when loading the jobs log, completing final operations, adding items to inventory, and searching the job tracker.

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New functionality to Create an NCR from the job tracker. Once clicked the NCR will be created with the job with the following fields prepopulated:

• Operation
• Work Center
• Department
• Scheduled Equipment
• Job
• Any associated sales order/customer
• Quantity made

New fields/changes to the NCR page:

• Scheduled Equipment
• Operator
• Actual items available for the job (instead of free text field)
• Customer is no longer a required field for NCRs

We are rolling this out slowly so if you don’t see it yet you will soon!

One of our goals over the next few months is to add more visualization and decision-making tools to the quality data that we’re already capturing. This is a big step in that direction! 

This new scrap report allows you to see the amount and value of scrap over time by equipment or operator in a heatmap form so you can easily narrow in on problem areas.

You can access this under Quality > Scrap report.  This is rolling out slowly so if you don’t see it yet you will soon!

Filters for customers and vendors have been added to the items grid so users may now filter to be able to see all items with a certain specified customer or vendor. One example of a good use case for this is for easily finding all items from a specific vendor to be able to update costs.

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You can now render 3D images in Job Tracking that are not operation specific. Previously we required a direct association between the rendering and the operation within the BOM. Now you can render any 3D file stored on the job within the job tracker by clicking them in the attachment section of the job tracker like a normal image. 

We have also updated the default background image when you click into an operation. Priority will go 

1. Operation rendering attachment
2. Operation image
3. Item attachment
4. Job attachment

If the default background image is a CAD file, it will render automatically instead of having to click the thumbnail. 

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We have added the option to put a job on hold from the status drop-down on the jobs page. When a job is placed on hold it will be pulled out of the scheduler and job tracker but will remain in the purchase and demand planning calculations.  

When you put a job on hold it updates the job's status and wipes the scheduled times for any operations that have not yet started (even if they are in the freeze window). Removing a hold puts the job back in its original status and allows those operations to be rescheduled on the next run.

Exceptions: job must be open and not in needs review status; no timers can currently be running for the job (paused timers are fine); no open operations can be part of a work order

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