An update to sandbox environments is scheduled for the weekend of April 30. Production will be upgraded in the first week in May.
General Updates
New setting to enable update to the check-out period on the Transfer Custody transaction.
Added a tab for Units on the Order Pick transaction.
Updated columns and naming on Reserve Unit grid view.
Added the ability to add and delete areas from the Facility review.
Updated the last known custodian to include users that had the unit checked out on the Missing Units grid view.
Corrections and updates to the create and edit for Customers.
Updates to the PO Entry/Edit UI.
Added logic for reserve assignment on movable containers selected to be checked out.
For Mobile Reserve & Check Out transaction, added additional support for movable containers.
Corrections for Transfer Pick Up to remove ship ID and/or order assignments upon transfer.
Overhaul for date formatting across the system.
Updates were made for Validate Unit transaction with addition of the Last Validation Date on serialized units and corresponding grid view. The interface was updated.
New Features & Transactions
Retire Unit Transaction
Added a new Retire Unit Transaction to support the ability to set a retire date on serialized units tracked in the system. The option is to keep the unit as available to continue tracking the unit or to mark it as disposed. Retired units still being tracked can also be selected to update as disposed. A grid view was added to review retired and disposed units. This feature included:
- New grid view to view Retired Units.
- New transactions on both mobile and portal to complete the Retire/Disposal assignment.
Place In Service Transaction and Logic
Added a new setting for serial-tracked units to enable tracking when the unit is placed in service independent to received. For items associated with the rule enabled, when units are received or created, the status of the unit will be set to RECEIVED instead of AVAILABLE. Moves, transfers, and other transactions can still be completed for these units with the exception of check out functions. A new Place In Service transaction has been added. This will update units with the status of Received to the status of Available and assign the date the unit was Placed In Service. A new grid view supports review of pending units that have not been placed in service. This feature included:
Item Count Transaction
This transaction supports the count of an AREA and QUANTITY-TRACKED ITEM. The variance will either decrease or increase the quantity for that item and area. The transaction is currently only available on the mobile app.
Item Restock Transaction
- Added the ability to set up restock levels for items for AREAS.
- Added the By Area view for units below stock assignments to the Below Stock Grid View.
- On mobile, added a Restock Transaction. All items that are below the stock level by area will be available to select. Inventory can then be moved from overstock areas to replenish the stock areas that have defined stock levels. The transaction is a move (not a transfer). Inventory is expected to move within the same facility.
Roadmap Features
New Feature: Assignment of ‘In Use’ status. This will be an alternate to Checked Out to support stationary items (such as workstations, equipment, etc.). It will maintain the item location with the ability to also assign a user as a custodian. Units with this status are not considered ‘available’; however, they can still be moved or transferred to another location. The Transfer Custody transaction will be updated to support transfer between user custodians. The Check In transaction will be updated to support the check in back to the custodial team and update to the status of available.
Setup options to select Item Master Attributes to be available to display on both the Item Master grid and the Below Minimum Quantity grid views.
Assignment of a Facility to community and system user setup will be added. When an item is checked out to a user, their assigned location will then display in the Checked-Out Units grid view. This feature is being added for additional support for the In Use assignment logic described above.
Imports. Work has continued building our import infrastructure. The next step will be to add a user interface to support importing of specific data. These will include
- Item Masters
- Areas
- Projects
- Users
- Serialized Units
- Quantity-Tracked Units
- Purchase Orders
New Feature: Mass Update. This new feature will support the ability to update unit attribute assignments on serialized units. The update will apply to multiple units versus having to select each individual unit. This will be restricted to unit attributes and not to status or location.
Purchase Order Enhancements. Adding the ability to set a unit cost to the item master as well as to enter a unit cost on PO order lines. Extended costs will be calculated for the order line and total Purchase Order amount will be calculated. This is being added to support future integration logic.