New Features & Enhancements
Catalog Setup
- 757773Added the Adjust Value Set Prices web action dialog for the Generic Action Origin.
- 782381Added multi-edit support to the Product Versions web form, allowing multiple product versions to be updated simultaneously via a popup dialog with dedicated tabs for standard fields and feature options.
- 750532Added the Sales Price Rule Value Sets form to the web client.
- 750533Added the Sales Price Rules form to the web client.
- 750530Added the Price Lists form to the web client.
- 771700Extended market-specific catalog management to support Product Version Identity aliases and exclusions, including description overrides and include/exclude controls at the Market Catalog Version level.
Core
- 771703Introduced a new Quick Edit capability allowing one or more records to be updated simultaneously via a popup dialog. Quick Edit can be added to grids through the UI Designer and is enabled out of the box on select forms, with additional forms to follow in future releases.
- 790336Added text labels to buttons throughout the Insight web application, improving clarity and consistency across all web forms and toolbars. Standard button types are automatically resolved to default labels, with support for custom label overrides where needed.
- 757487Updated the following search lookups to use the criteria-based popup form, replacing the legacy single-dropdown criteria method:
- Tax Location in Sales Orders
- Add Sales Order in Service Orders
- Organization in Projects Management
- Organization in Invoices
Engineering Setup
- 750542Added the Units of Measure form to the web client.
- 750540Added the Surfaces form to the web client.
- 757637Added the Check for Bills of Material Circular References web action dialog for the Generic Action Origin.
- 757820Added the Create Structure Template Items web action dialog for the Generic Action Origin.
- 757638Added the Check Implied Components Qty Resolution web action dialog for the Generic Action Origin.
- 750535Added the Cores form to the web client.
- 750534Added the Bills of Material form to the web client.
- 750537Added the Items form to the web client with initial support for core item management and plant-level configuration. Additional functionality will be introduced in future releases.
- 750536Added the Item Families form to the web client.
- 757524Added the Disable Exact Match Replacement Candidate Items web action dialog for the Generic Action Origin.
- 750539Added the Materials form to the web client.
Infrastructure
- 635694Enhanced Sales Order attribute validation in the web client to consistently enforce required fields during both insert and edit modes, aligning behavior with the desktop client.
- 710769Introduced Internal Invoicing support for multi-company environments, enabling automated invoice creation for inventory transfers between plants belonging to different legal entities:
- Added the Create Invoiceable Entries for Inter-Company Transactions action to generate inter-plant internal orders and invoiceables from inventory transfer transactions between plants owned by different companies.
- Introduced Price Rules for Internal Orders, including a new Order Line Base calculation mode that derives cost from the supplying company converted to the requesting company's currency, serving as the base for further price rule stacking.
- Extended the Plant form with tax codes, tax category, payment terms, and market assignment, enabling plants to function as customers for invoicing purposes with taxes calculated based on physical location.
- Enhanced the Create Invoiceables actions for shipments and orders to support inter-plant internal orders, generating invoiceables for inventory transfers.
- Updated the Invoices form with a new Order Method field distinguishing between Sales and Inter-Plant invoices, and added Company as a field populated automatically from the sales channel or default plant.
- Enhanced the Create Invoices from Invoiceables action with filtering by requesting organization, supplying organization, and company, including an option to split invoices by supplying plant.
- Added a Copy action to the Internal Orders web form, allowing existing internal orders to be duplicated.
Integrations
- 776044Extended the Winner import interface to capture product insertion points and orientation data.
- 783670Introduced Cyncly Pay integration for Sales Orders, enabling digital payment link generation and deposit tracking directly within Insight:
- Added a new payment action to generate Cyncly Pay payment links for order deposits, with the payment amount automatically calculated based on the order's deposit percentage and net price.
- Added an embedded Cyncly Pay payment UI to the Sales Orders Deposits tab, allowing payment requests to be initiated and tracked without leaving Insight.
- Introduced a dedicated Cyncly Pay Authentication Configuration form to manage API credentials, following the existing SMTP configuration pattern.
- 794479Extended the 3CAD integration to support grain match formation data, enabling veneer formation groups across multiple cabinets to be imported and processed in Insight.
- 757525Added the Export Item BOM to XML web action dialog for the Generic Action Origin.
- 727409Extended the 3CAD integration to support generating and importing part drawings into Insight.
Machining
- 779394Enhanced the Panel Optimization Console web form with full Formation Editor capabilities, supporting creation, editing, and deletion of super formations, item snapping, and alternate material previewing.
- 760843Enhanced the Item Geometry Pre-Processing action type with an improved prompt form layout, updated parameter naming, and additional output options for greater clarity and usability.
Process Setup
- 750556Added the Reason Types form to the web client.
- 750555Added the Reason Codes form to the web client.
Sales
- 780590Added the Bids web form to the web client with read-only bid structure viewing.
- 787293Introduced a configurable flat navigation bar layout, displaying all available forms directly in the navbar without grouping. The layout can be toggled in the user appearance menu, with the standard grouped navigation retained as the default.
- 766321Updated the Sales Order copy confirmation message in the web client to display the new order number as a clickable link, allowing users to open the newly created order directly in a new browser tab.
- 757969Added the Unlock Bid Elements web action dialog for the Generic Action Origin.
- 757829Added the Sales Order Validation and Pricing web action dialog for the Generic Action Origin.
- 787313Introduced the Insight Customer Portal, a dedicated web-based portal giving dealers a single, controlled workflow for order submission, tracking, and document access, built directly on Insight data without requiring duplicate systems or disconnected tools:
- Added a new Customer Portal application accessible via a dedicated URL, exposing only portal-relevant forms and dashboards to dealer users, with support for custom branding including logo and corporate identity colors.
- Added a Portal tab to the Customers form to activate portal access per customer.
- Added a Portal Users form allowing dealer administrators to create and manage dealer user accounts, assign roles, and send login invitations. Dealer users are automatically assigned the appropriate portal license and Flex IDP authentication on creation.
- Added a Teams form to control order visibility; dealer users can only see orders they created or that belong to a team they are part of.
- Added a Dealer Orders form providing a streamlined order entry experience for dealers, supporting direct product configuration through published catalogs, KIT file uploads with structured manufacturer validation, and notes and attachments, with each dealer order linked 1:1 to a corresponding Sales Order in Insight.
- Introduced an independent Dealer Orders workflow, allowing manufacturers to communicate simplified order status milestones to dealers without exposing internal manufacturing workflows. Documents are shared only when explicitly flagged as visible in the portal.
- Added the Create Dealer Order From Sales Order action, allowing manufacturers to make existing sales orders visible in the portal.
- Introduced a backend layer to filter and secure portal API access, ensuring dealer users can only interact with data relevant to their customer and orders.
- 757875Added the Update Order Line(s) Status web action dialog for the Generic Action Origin.
- 757865Added the Instantiate Bid to Project web action dialog for the Generic Action Origin.
Services
- 749939Updated the Field Service web form to a meta-based form, enabling customization through the User Interface Designer.
System Admin
- 758782Added a Copy action to the Data Services web form, allowing an existing Data Service to be duplicated. The copy dialog includes an option to also copy associated permissions. The IsSystem flag is not carried over, ensuring the new Data Service is fully editable.
System Setup
- 732354Extended the Organization Types form to include the Sales Channel organization type (H), allowing Communication Types to be assigned. All other organization type settings remain read-only for Sales Channel.
- 750587Added the Organization Types form to the web client.
- 750586Added the General Ledger Classes form to the web client.
UI/UX
- 682468Improved search behavior when switching between Advanced and Normal search modes, restoring the user's default simple search criteria instead of clearing the search on mode change.
- 751290Standardized selection and interaction highlighting across all display modes in the Sales Order Line configurator, ensuring consistent visual indication of selected, focused, and non-selected states.
- 782945Introduced a new Details Display mode for web forms, allowing results and details areas to be viewed simultaneously:
- Added a new DetailsDisplay property to the Edit object in the UI Designer, enabling administrators to configure the default display behavior for supported forms.
- Supported display modes include Fill (full screen), Show to the Right (horizontal), and Show at the Bottom (vertical).
- Users can override the default display mode via the gear menu on supported forms, with their preference retained in the browser session.
- The Search region is automatically hidden when the results panel is visible in split view.
Workflow
- 757688Added the Document Output (Shipments) web action dialog for the Generic Action Origin.
- 750601Added the Items Import for Products form to the web client.
- 784168Added color column modifier support to the Status Categories lookup in the Workflow Designer.
- 750597Added the Catalog Version Import form to the web client.
Issues Resolved
Catalog Setup
- 784501In some scenarios attempting to define a 3 way catalog version exclusion could incorrectly error that a 2-way exclusion already exists.
- 798906When editing catalog version exclusion matrices, selecting a feature combination that already had exclusions defined was not showing the existing exclusions.
Core
- 793862Running SQL upgrade multiple times caused duplicate action entries in some web forms.
- 794826Improvements to SQL performance and locking behavior for some large databases.
- 786700Some language codes were set incorrectly in the Languages table, causing an error during upgrade.
- 794881Grid groupings with three or more levels did not support selection of the lowest grouping levels.
- 796052Improved selection highlighting on dialog buttons.
- 796618Improved behavior of selection grids when using column filter, so only the visible entries are selected.
- 800670Improved behavior of Notes tab when many notes are present.
- 775825Improved formula execution warning if not all variables are returning values.
- 786520Schedule Action dialog in web has been simplified to only prompt for date and time.
Engineering Setup
- 798731Changing the unit of measure of an item is no longer allowed if the item has inventory.
- 801448ABC files supplied by 3CAD caused errors in the Merge CNC step converting abc to abcx.
- 800004A large 'Safety Distance' value could create invalid scrap cuts/remnants.
- 783258The yield factor on core material was incorrectly affecting the calculated weight of the finished item in the BOM.
- 784124Item lookup functionality was not working properly when adding item components.
- 785161When editing order line instances, some item instances that did not have an instance number did not support property editing.
Inventory
- 789053Searches for warehouse containers in Inventory Move Order could be slow in large environment.
- 786366In many databases trying to create inventory adjustment transactions failed because of a field itstID in the table that does not allow null.
Machining
- 800222Groove Width value is not set correctly in some scenarios when not specified as input.
- 789106If the 'Stepping' function is enabled on a Pocket RST it errors with 'List index out of bounds (19)'.
Purchasing
- 793432If a vendor is already selected for a vendor invoice, changing to a different vendor will no longer automatically update payment terms and currency. This maintains consistency with desktop behavior.
- 800159Exporting purchase orders to XML did not properly export item vendor attribute values for items with multiple vendors.
Sales
- 800221New additional addresses selected from available list in sales orders were not added to the grid.
- 797263Line Status criteria was incorrect in Sales Order Lines.
- 794086Order attributes set by Sales.spUtlCustomLogicByOrdID were not immediately visible on a newly created web sales order.
- 796257Partial invoices did not calculate tax properly when some price rules involved were inactive.
- 797264When editing sales order lines set to skip configure features, features set by set-option formulas were not skipped.
- 790275Web sales orders were not respecting required sales channel based on setting UseSalesChannelFilter.
- 781425In web sales orders, product version aliases were not displayed in the lookup when setting CatalogOrStylePreSelection is set to 1.
- 788290Some environments experienced a TypeError trying to add or edit customer addresses in the web.
- 782693After selecting a sales channel, creating another sales channel had the same customer exclusion data.
- 788039In some scenarios a DateTimeOffset error could occur when editing core address data on the web.
- 792808When adding new sales order lines, sales channel specific catalog product version limitations were not respected.
- 792769In systems with setting CatalogOrStylePreSelection=1, adding an order line using product identity lookup allowed dismissing the dialog without selecting a catalog, and didn't populate the feature option grid.
- 791939Deleting a sales order now deletes any links to project tasks.
- 791215B2B users with CSU license who were not part of a team were unable to log in to B2B portal.
Services
- 783950Multi page PDFs viewed in image gallery on mobile devices could be difficult to view.
- 796640On some mobile devices, Field Service form could not accept a signature because the OK button did not become enabled.
Shop Floor
- 781572Custom actions added to web checkpoints were not using the proper dialog.
- 749100Some location scan scenarios in web shop floor frames returned an unexpected 'Canceled' message.
- 794384Warehouse container moves in large production environments could cause deadlocks.
- 788346Partial rejection of SA items with quantity greater than 1 did not properly trigger reject routing reassignment.
- 790333'Between' column filter mode did not accept entry in shop floor scanning frames.
System Admin
- 783730The user interface designer wizard did not accept special characters in the new form description.
- 780235Added configuration options for the most important web server parameters for Kestrel and HTTP.sys, including configuration of request size limit.