Documents will no longer be deleted from Proposals. Instead, they will go into the "Recycle Bin" located within the Document Upload page. Users can review old documents and even "Restore" documents.

These documents can now be uploaded into the Document Upload page and will be required when created a "Customer Rebate" expense on a Proposal.

Credit Approvals can now be marked with a contingency for ACH Payment. When selecting this option, a WIN Helper Rule will force the user to acknowledge the requirement before submitting the proposal.

In our last update we published Self-Service reporting options. This feature allows Global Admins to enable filters to be set on these reports. This allows users to constrain data to smaller and more defined data sets before running reports. Filters must be enabled by Global Admins.

We have separated Regional Pricebook management and Global Item Configuration. Each workflow has been updated to better reflect the users requirements when performing the respective activities.

Pricing approvals were being set with a negative value. This is now resolved to release proposals properly.

Some WIN Helper Rules were operating incorrectly creating false errors. Rules updated: Tax Exemption Form, Custom Lease Rates, Networking Checklists

Commission Overrides were not handling IT Hardware Gross Profit correctly. This is now resolved.

The Service and PS pages were not properly locked after a proposal was won. This is now resolved

Commission Plan Testing page was not working properly for Regional Administrators. This is now resolved.