The following are new features and functionality for the April 2025 version release.
We welcome feedback and will entertain suggestions for new features or enhancements.
UI Updates
- Separation of Teams versus Facilities for login on both portal and mobile interfaces.
- Update Unit transaction enhancements.
- PO Receiving updates to match Receive New Unit.
- New signature panel on Check Out transaction.
- Formatting for look ups on mobile for Check Out transaction.
- Custodian sort order and look up on Transfer Custody.
- Recategorizing of transactions under the team role section.
- Transfer Custody layout updates.
- Updates to column width display on several grid views.
- Update to pending shipment view from orders.
- Update to logging for Create Unit.
- Added Maintenance Plan and Last Maintenance Date display from edit/view unit.
- Separation of Assignees and Recipients from the System User page.
Lot Tracking Support
Added support for tracking items by lot number. This includes standard attributes for manufacturer and expire date fields that can be enabled or disabled. Applied support across transactions for lot tracked item data capture.
Unit Maintenance
- Added status update for units as part of the maintenance transaction. This will support the ability to change out-of-service back to available.
- Added Plan ID numbers in preparation of adding work order logic. Maintenance actions will then use the Plan ID and a sequential number for each maintenance action. This will also support saving an in-progress maintenance action (work order) when needed (expected to be available in next version).
- Added additional infrastructure support for tracking miles and hours to be available in upcoming release.
Order Pick
- Added logic to default the ‘Pick From’ area field for quantity-tracked items when the item is located in only one area.
- Added a setting for pick to movable container option.
- Added a ‘count scan’ feature for quantity-tracked items to scan each individual item to count the quantity picked.
- Made updates to the review tab.
Deploy Unit and Check Out
- Added support for custodian customer for assignment as custodian for deployed units.
- Added support to Project Transfer for deployed status units.
- General navigation and UI updates to the Deploy Unit transaction for improved logic and usability.
- Added an Item Master filter on Check Out transaction.
Mass Transfer for Projects
Added logic for the Mass Transfer transaction to support transfer from one project to another in addition to custodian.
Unit Cost Capture for Quantity-Tracked Items
A new setting has been added on quantity-tracked item templates to capture the unit cost on Receive New Unit. The Item Master Cost will be updated with the last received cost for the item. Historical receiving costs are available to review under a new grid view. A new rule has been added for item templates for quantity-tracked items to enable capture of unit cost. The field will be enabled on Receive New Unit transaction. The Item Master Unit Cost field will be updated with the last received cost automatically.
New Grid Views
- Last Validation Date grid view is available under the Validate/Count on the portal. This view adds quick visibility and reporting for the last validation date of asset type serial-tracked items. This grid view is located under Validate/Count section on the portal left menu.
- Purchase Order Items on Order. This grid view supports access to see items that are current on purchase orders for additional reporting. This grid view is located under Purchase Order section on the left menu on the portal.
- Historical Item Receipt Costs for quantity tracked items. This will log receipt cost history for quantity-tracked items for reporting purposes. This grid view is located under the ‘Units’ section.
Alternate Item Number
A new alternate item number set up option has been added. Alternate item numbers can be associated with an item master. They are available to select from look up lists or to select using barcode scanning. When selected, the associated item will be selected. This has been added to support barcoded manufacturer and vendor item numbers. Setup is located under the Units section on the portal and is also available to add as part of the Item Master create/edit.
Other Features
- Added vehicles for setup for restock levels.
- Added a ‘view only’ interface for view only users on mobile.
- Updates to the Billing Schedule infrastructure were added for improved integration support.
Roadmap
As we continue to improve usability and maintain a consistent interface, there are a number of general enhancements targeted for the next release. There are additional defined improvements that have been requested by customers. Based on this, another release is targeted for the end of May 2025 to include:
General UI updates and corrections across the system.
- GPS location tracking based on last transaction interaction. This will later support map views within the dashboard.
- ‘Issue From’ and ‘Move From’ container/area filters for both the Move and Usage transactions. When the filter is applied, users can easily move or issue multiple items from the area or container.
- Item Master image as a standard attribute option with options to display on the unit grid view and item inquiries.
- Alternate Purchase Order receiving logic to support receiving items not on a purchase order. This will include the create new item master on-the-fly feature option based on setting logic.
- Addition of ‘Receive For’ (Owner) on purchase orders and extended logic to assign ownership when entered. This will include support for owning customers.
- Option to set up unit-transactional attributes for items for Order Pick.
Extended Roadmap
- Document and label printing within transactions.
- Kitting. Alternate support for Unit Builds to support alternate logic for kitting.
- Scheduling and pre-reservation logic for assets. This support pre-requests and reservation logic for assets such as tools and equipment.
- Maintenance Work Order Logic. The groundwork has been put in place. Additional features will support saving work order progress and requesting parts and supplies.
- Delivery Functionality.
- Dashboard Overhaul.