Product Updates

• Set a customer's tier when creating or updating customers.
• Quote part lines can take their own price breaks.
• A part line's pricing scheme keeps a price you send.
• Sales order reads show who created the order.
• A new call lists active job-tracking alerts.

Builder now writes and edits your pages with our newest AI model. Large page edits, like combining several pages into one, also stream as they're written. They no longer stop partway with "An unexpected error occurred."

Vendor running behind on anodize for Job 1234? Ask Archie to change the lead days on that job's outside-processing step. It shows you the change before saving, then updates the job's schedule and outside-processing planning and logs the change on the job. Custom pages built with Archie Builder can edit lead days too, so you can build your own lead-time review page.

This works one job at a time. It doesn't change the vendor's default lead time or the item's routing, so jobs you create later aren't affected. Jobs that are complete, cancelled, or have an active work order on that step can't be changed.

Archie keeps an attached PDF or image in view when you confirm on your next message.

Rolling out over the next few weeks. If you don't see it yet, it's coming.

• SketchUp (2021 and newer), NX parts, Solid Edge sheet metal (.psm) and older DWG, DXF and IGES drawings can now be opened in the viewer.
• Inventor assemblies display their saved 3D model.

When a sales order line ships in several deliveries, its certificate can now cover all of them.

To set up: Open your certificate template in Quality > Templates and add the new variables to an empty slot:

• Shipments table: one row per shipment, with columns like packing slip number, ship date, tracking number, quantity and lot number.
• All shipments totals: in the Shipment group, pick a variable such as Packing Slip Number, Tracking Number or Shipment Quantity, then choose All shipments instead of Per shipment. Quantity Remaining to Ship and Shipment Count are listed directly in the group.

Non-inventory items and kits can now get an inspection when they're received. The inspection records passed and failed quantities, notes and the inspector, but nothing is held in stock.

To set up:

• On each item you want inspected, turn on "Requires Incoming Inspection" on the item page.
• Optional: to hold billing until the inspection is done, turn on Invoice PO Receipts After Inspection in System Data > Warehouse > Receiving. The received date is still recorded when the material physically arrives, so vendor on-time delivery isn't affected.

Rolling out over the next few weeks. If you don't see it yet, it's coming.

When you complete a receiving inspection, you can choose a Failed To Location, and the failed quantity moves there. If you leave it blank, the failed quantity stays where it was received.

To find that material later, use the new Failed Inspection filter on the Inventory Transactions grid. The filter also applies to your Excel export. Lots that failed inspection show a red tag in the Lot column.

To set up: Create the location you want to use for rejected material, such as a quarantine or material review board (MRB) area, in System Data > Inventory Locations. Items only get a receiving inspection when Requires Incoming Inspection is turned on for them on the item page.

If you have more than one company, the Historical Shipments sheet now includes a Company column. You download it from Shipping > actions menu > Download Historical SO Ship Data.

Receiving labels can now show the date the material was received.

To set up: Go to System Data > General > Labels and find the Receiving label. Copy the {{receivedDate}} variable from the variable list and paste it into one of the Row fields. Labels that don't include it print the same as before.

On a purchase order's Items tab, click a part line to open its details. Scroll down to the line's Associated Jobs section. Each job name there is now a link that opens the job in a new tab, so any unsaved changes to the PO stay where you left them. If your role can't view jobs, the names show as plain text.

When you print an item or material label from Job Tracking (the Label button on an operation), a new Lot Number dropdown lets you choose any of the item's lots. It starts on the job's lot, if it has one. You no longer need to go to the Item page to print a label for a different lot. Job labels haven't changed.

If you use job codes, set up in System Data → Job Settings, the Create Jobs tab on Demand Planning now has a Code picker on each job, just like the Create Jobs dialog on a sales order.

• Using job codes already? A code is required by default, so you'll need to pick one for each job before creating it. To make it optional, turn off Require a job code in System Data → Job Settings.
• Not using job codes? Nothing changes. The picker only shows up after you add codes in System Data → Job Settings.

Hunting for the order that came from a quote? The sales order search now also matches the number of the quote an order was created from. Type something like Q1042 to search by the quote number alone.

When a customer changes their mind mid-order, the work around that change (drawing review, engineering review, work-in-progress (WIP) review) can now run as a clear, step-by-step checklist right on the change order.

Tasks and templates

• Build task templates once, with steps, categories, default assignees and due days, then star one as the default so it's added to every new change order.
• Tasks run step by step, and tasks sharing a step run in parallel. The next step shows a Ready pill.
• A new Tasks grid shows your tasks across every change order, with open, overdue and due-today counts.

Notifications

• When a step is completed, the owners of the next step are notified by Email, Slack, Teams or Google Chat. Each change order has its own Notifications switch.

Easier to manage

• The change orders grid is rebuilt with sorting, filters, an Overdue switch, and it remembers your view.
• New header fields: Disposition and Due Date.
• One settings page at Admin > System Data > Change Orders holds task categories, templates, notification defaults and dispositions.
• Replacing a line now overwrites it in place on the new revision, so it keeps its line number and position.
• You can add a revision from a sales order line to an existing open change order.
• The audit log is now a full page, opened from the "Last modified by" subtitle.
• Change orders and their tasks are available through the public API.

Reach out to our support team or your account manager and we'll turn it on for your shop.