New Features & Enhancements
Catalog Setup
- Copying a price rule value set now copies any associated matrix value filters.610292
Core
- New web form Smtp Client Configuration provides support for Office 365 OAuth SMTP, and more secure configuration for Standard SMTP configuration with encrypted password.723139
Infrastructure
- The Vendor Invoices form now has a criteria based search for Vendor lookup.704338
- The Sales Order Line Types web form has been migrated to a meta-based form and now supports customization via the User Interface Designer.711403
- Added support for the WeekEdit control in the UI Designer.724328
- A clear button has been introduced to numeric criteria fields.678568
Integrations
- Added the new Winner Sales Order Import action to support file-based import of Winner ASCII order files.723220
- Added support from the Insight side for importing 3CAD JSON files via API.723242
Inventory
- The Inventory Transactions form is now available in the web client.723218
- The Inventory Count Scheduling form is now available in the web client.
725923 - The Inventory Counts form is now available in the web client.725922
- Warehouse Container Movement LoggingIntroduced comprehensive tracking of warehouse container movements:
- Added a new History tab to the Warehouse Container Inquiry form to display reparenting activity.
- Implemented a Work in Progress (WIP) Transfer Log that creates an Adjustment (A) inventory transaction whenever the Order Item Location changes.
- Added a new Inventory Type filter in the Inventory Transactions form to support WIP movement tracking.
700781
Machining
- Added support for calling the IF function in the text output section of GenPost.731636
Purchasing
- Added Company as a mandatory field to the Vendor Invoices form to support multi-company invoicing workflows and user rights management.713351
Sales
-
Certain Customer Master Data fields can now be made sales channel-dependent in the Customer Form using the Edit Overrides button in the Sales Channels tab. This includes:
- Ext Ref Code
- Payment Terms
- GL Account
- Ship Addresses
- Relationships for Sales Representative and Customer Clerk
685459 -
The Customers web form has been migrated to a meta-based form and now supports customization via the User Interface Designer.
708757 -
Added support for adding Contacts to Bid Elements of type Header.
700155
Scheduling
- Added support for selecting grouped lines in Web Grids when using checkbox selection mode.Tip: Activate checkbox selection mode by holding the left mouse button while pointing at a row.
696506
Services
- Updated the Add a Signature action in the Field Service Form to support document preview. The saved signature is named in a way that allows it to be linked to the previewed document.725207
Shop Floor
- RAISERROR info messages from SQL procedures with a choice of modal dialog or toast message are now supported in shop floor frames.666922
UI/UX
- Region Visualization Improvements in UI Designer
- Added a property to Regions in the UI Designer to define whether they are expanded or collapsed by default.
- Fixed scrolling behavior to ensure tab content is visible when it exceeds the window height.
Drag and Drop Support for Region Controls in UI Designer- Enabled drag-and-drop functionality for editor controls (e.g., TextEdit, NumberEdit, Lookup, DateEdit) within regions sharing the same DataSource.
- Added support for reordering and reparenting SearchCriteria.
- Introduced visual drag handler icons for draggable components.
- Modified region layout to a single-column view during drag operations for better visual feedback, reverting to the original column layout upon drop.
Shortcut Enhancements in UI Designer- Ctrl + Click now toggles Visibility for: Tabs, Regions, SearchCriteria, DataControls, Toolbar Buttons, and Columns.
- Ctrl + Alt + Click now toggles Requireness for: DataControls and Columns.
727358 - The Save button is now always enabled on web forms.695918
- The web user menu now has a 'Full screen' option, useful on mobile device resolutions.679919
- Improved readability of validation error messages in web forms by removing error codes from the user interface.723069
Workflow
- Added support for exporting and importing Action Trees in the Web Workflow Designer.664513
Issues Resolved
Catalog Setup
- Adding sub products in catalog version product structure caused focus to jump to the bottom of the tree on Apply.724591
Engineering Setup
- Bid Estimates did not correctly process purchased items for costing.729814
- An access violation occurred when selecting Imos InterfaceOut feature mapping code.727806
Infrastructure
- Compilation errors in the web customization package have been fixed.727470
Integrations
- Setting EnableSalesOrderImportChangeProcessing = 2 was not preventing existing order lines from being deleted in a merge import.731527
Machining
- When importing certain parts that have multiple contours over the same geometry, the 'combined' perimeter isn't done properly.728145
Purchasing
- In some purchase stock control scenarios changing selected item without saving the suggestion first could show data from another suggestion.728151
- ItemVendorPlant override was not respected for item vendor pricing criteria.732503
Sales
- Adding some order lines with accrual price rules that could calculate to 0 caused a 'Data is null' error.723985
- An error occurred when searching by Customer or Customer Name in Sales Order Line Inquiry desktop form.727663
Services
- Service order job attributes added to the view are now displayed in the service order jobs grid.731322
Shop Floor
- Work order rejects were not populating the venID of the logged in user to the database.727972
System Admin
- It was not possible to select custom schemas for form web actions. Non-system actions did not appear on the form in non-English language environments.731130
- Web users are subordinate to Insight user as of 14.2. Therefore, we removed the ability to add a Web User in Organizations form, or to change the Insight User on an existing Web User.728603