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Latest October 2024 Release Notes: Upgraded Functionality and Resolved Issues

Oct 10, 2024

This release introduces significant improvements to the Purchase Order process for large quotes, allowing users to select specific items from the Work Order list when creating a PO linked to a job. Additionally, cost price and supplier pricing are now visible only on hover in list view. The Customer Wizard has been updated to link sites for both new and existing contacts, enhancing data consistency. We've also enabled copy/paste functionality for all line items.

In mobile enhancements, stock allocation occurs upon invoice creation, even without immediate payment, for inventoried items. Users can now "Re-open Task" on closed tasks, reverting their status to "In Progress." Lastly, we've aligned the J line color with task status colors to reduce confusion.

Enhancements:

• Improved the Purchase Order (PO) process for large quotes. Users can now select specific items from the Work Order list when creating a PO, instead of including the entire list. This feature is available when the PO is created within or linked to a job.
  • Path: Jobs > Widgets > Purchase Orders > Create PO
• Cost price and supplier pricing will now only be visible on hover in list view.
• Enabled copy/paste functionality for all line items.

Mobile Enhancements:

• Stock allocation now occurs upon invoice creation in the mobile app, even if payment is not yet made. This applies to inventoried items.
• Introduced "Re-open Task" functionality for closed tasks on mobile, changing their status back to "In Progress." Closed tasks include completed or canceled tasks.
• Updated the J line color in the mobile app to align with task status colors, as it was previously fixed to green, causing confusion.

Fixes

• Resolved incorrect group totals on quotes.
• Addressed an intermittent issue occurring during checklist attachment, with unclear conditions for replication.
• Fixed a 500 error that occurred when creating a template within the Send Email form.
• The Import Wizard customer module now links the site to both new and existing contacts. For new contacts created via import, the site and address will be linked. For existing contacts, the site will be linked while retaining the original address.