Here's what we've been up to this past month:
Features and Enhancements for the Office
Purchase Order ERP Linking History
You can now see a record of when an individual PO began linking back to an ERP and when it successfully completed linking, in addition to providing a history of any errors associated with that PO linking.
Show 0 Quantity Requisition Line Items
Previously, customers reported having Requisitions in the Unprocessed tab with all line items attached to a PO. This was due to us hiding line items with 0 quantity. Now customers see the 0 quantity line items.
Improved RFQ Status Options for Filtering
For accounts who have enabled the RFQ Splitting feature, the "PO Issued" and "HFR Issued" statuses have been removed from Bid Status. Context on if a PO has been issued can be found from the Ordering Status column. When a RFQ expires we add an "Expired" label under the "Bid-by" date.
Valid Bid Statuses now include:
Draft
No Bids Received
Some Bids Received
All Bids Received
Before:
After:
[Sage 300] Allow Editing PO Fields Not Synced to ERP After Linking
Many customers receive updated backorder dates from deliveries and users want to be able to update with context such as notes, description and backorder on the line items that is received after the PO has already been linked to Sage.
Editable fields but requires syncing “Change Order” to Sage 300
Price and quantity changes will show out of sync with Sage 300 CRE after changing these fields.
Editable Fields that are not synced to Sage 300
Backorder quantity, notes, description
Features and enhancements for the Field
Search Results on One Page
Agora now surfaces all search results on one page rather than having Field users decide which path to go down!
Offline Jobsite Cart Functionality
Field users now have the ability to add items to the Cart using Quick Order and Add As Entered while not connected to WiFi or a cellular connection.
Current available offline functions include:
Add an item to the Cart
Quick Order (electrical only)
Add As Entered
Edit an item in the Cart
Delete an item in the Cart
A banner at the top of the page will let the user know that they are not connected to WiFi or a cellular service.
They will not be able to do the following:
Switch jobs
Use the Status and Delivery pages
Perform this functionality on Jobsite web
Additionally, if the user closes the app (not minimize, but actually close) or refreshes the app before they get back online, their offline work will be lost.
Features and Enhancements for the Office and Field:
Material List Items With Notes Included in Purchase Order
When creating a Purchase Order and selecting a line item from a Material List, the auto-filled row previously did not include information from the Notes column that was in the Material List columns - now they do!
Features and Enhancements for the Warehouse
Clearer Warehouse Availability
Warehouse users can now see separate counts for Quantity On Shelf vs. Quantity Available for new requests!
Before this update, the availability of items in the Warehouse was deducted when the request was made in the Field. We showed Warehouse users the count of the stock that’s available to be requested rather than the count of items that should be on the shelves.
With this update, Warehouse users can see the count of stock that is available to be requested and stock that is on the shelves!
Inventory levels displayed are now Quantities On Shelf
Total Quantity (Quantity Available) v. Quantity On Shelf can be viewed in the detail page
On the inventory page, QTY Available and QTY In Stock are displayed to clarify actual inventory levels (QTY On Shelf) and those pending pick requests (QTY Available)
Inventory Requests: Pick Status on Table
Users can now quickly find the requests that need action with helpful pick statuses, sorting, and filtering--no more clicking into every individual request to find its actual status!