6.2023.1.17 / 6.2023.1.19

Updated by Cheryl Wallace

Release Notes for version 6.2023.1.17 / 6.2023.1.19

This is a partial list of enhancements and fixes included with this release.

This release includes an update for the ToolHound Mobile app. Ensure your server is updated before updating your mobile device.

Enhancement Highlights

NEW FEATURES

Features denoted with * are granted to all roles automatically. Edit all roles to set the appropriate permissions.

NEW REPORTS

  • The Requisition Back Order report for Transaction Requisitions has been added.
  • The Transfer Request Back Order report has been added.
  • The Check Lists report has been added.
  • The Links by Role report has been added.

Reporting Enhancements

  • Reports menu option has been renamed to Reporting.
  • All reporting-related functions have been moved under the Reporting menu for consistency: Reports; System Reports Update; Scheduled Reports; and Reports Queue.
  • The Packing Slip better handles multiple containers in a single transfer.
  • The Transaction Receipt now repeats the headers on subsequent pages for transactions running across multiple pages.
  • The Work Order Statuses report has been renamed from Work Order Status for continuity.
  • The Transfer Requests report now includes the reference, notes, job, sub job, and cost code.

Other Enhancements

  • Favorites assigned to roles are dimmed compared to personal favorites.
  • Reorder Worksheet is now fully functional.
  • Notifications
    • Created events have been added for Work Orders and Transfer Requests.
    • Transfer Receipt now includes fields for transfers and users.
    • Entity ID field has been added to Issue Return, Reassign Assets, and Transaction Requisition.
    • Work Order now includes fields for task, item, part number (inventory), and meter.
  • Part Number Transaction History now includes all cancelled and manually closed documents for full traceability.
  • Employers made inactive will prevent transactions for the associated personnel although the personnel records are not made inactive. Outstanding inventory will remain on the Issue report. Auto returns and reissues against this outstanding inventory will be processed.
  • Reassign Assets now
    • embeds the entity ID in the Entity Names list for consistency with Issue / Return.
    • displays Billing Date Same as Transaction Date /Time? when Issue To is charged rent.
  • Transaction now has a hyperlink to the originating Transaction Requisition where applicable.
  • Service Request now has a hyperlink to the resulting Work Order where applicable.
  • Transfer now has a hyperlink to the originating Transfer Request where applicable.
  • Transfer Receipts now has a hyperlink to the originating Transfer where applicable.
  • Lost in Transit now has a hyperlink to the related Transfer.
  • Inventory Receipts now has a hyperlink to the originating Purchase Order where applicable.
  • Work Order Statuses has been renamed from Statuses for clarity.
  • Work Order Types has been renamed from Types for clarity.
  • The Print icon has been enabled on several pages to print the corresponding report: Departments; Transaction Types; Return Statuses; Locations Types; Work Order Statuses; Work Order Types,
  • The Print icon has been enabled on pages to print the corresponding report for the active record: Purchase Requisition; Check Lists.
  • Vendor Purchase History tab now
    • displays a badge with the count of documents.
    • includes all POs regardless of status for full traceability and displays columns for Approved, Closed, and Cancelled.

Fixes

  • Notifications were not being sent for picked requisitions.
  • Notifications for requisitions did not include the entity name.
  • Receive Inventory was not updating the last vendor and last purchase date for the part number.
  • Transaction Charges Billing report when duplicated was not displaying report footers and did not have the cost code available as a column.
  • Work Orders did not recognize an exact match on item IDs in all cases.
  • Users lookup list was inverting the first and last names.
  • For Serialized Items, the Parts Catalogue called by the Part No lookup was not handling slash (/) characters correctly.
  • Transaction notes could not be edited when the transaction contained serialized items.
  • Transfer Requisitions were not displaying previously saved jobs, sub jobs, and cost codes.
  • Partial Billing for Transaction Rate Sheets where Skip Weekends and Holidays was set would create charges for inventory issued on weekends.
  • Reassign Assets was not handling bulk inventory correctly when Allow Negative QOH was not selected or transaction quantity was greater than QOH.
  • Transfer Requisitions were not marked as Closed when fully picked.
  • Transfer Receipt did not display the Created and Modified user and date.
  • Mobile
    • was permitting issues of serialized items from different stocking locations.
    • would not create multiple requisitions in a row.

See also:

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