06.23.07-00
Improvements
Lost and Missing Items are now handled in a more smarter way. (R2-19956)
Found an item which you had tagged as Lost or Missing. Well, bringing it back to your mainstream inventory could be taxing.
Should you opt for Auto-return? Should you do a manual return? Does this sound confusing but relatable to you?
Well, we have revamped this process 360o and made it less cumbersome, with proper notifications. See here, to know how this feature works.
Making 'Project' as Mandatory on Order. (R2-20332)
If defaults aren't set for the Employee who is currently logged in R2, then several fields get defaulted (replicated or copied from) on the basis of a Parent field or another related field.
One of such field combo is Order ID and Project ID. When an Order is created and saved, the Order ID gets replicated to the Project ID field.
However, Now, once the defaults are applied, R2 would prompt to fill the 'Project ID' manually and would not copy the Order ID.
To see how this implementation works... Click Here.
To know more about 'What are defaults?' Click Here.
To know more about 'How the Project ID field is made Mandatory at Order creation?' Click Here.
View Payment information in the Order Invoice Screen. (R2-20333)
Every Order in R2 has related invoices, and it would be a significant convenience if the Payment details pertaining to an Invoice attached to an Order, can be viewed from within the Order window itself.
This enhancement gives the ability to view exactly that.
Go to Order > View > Invoices and the Payment Panel will display all types of payments linked to that specific invoice.
Read More Here...
Now create Non-Serial Kits more intelligently. (R2-20495)
Critical Components - A specific part of a Kit, without which the rest of it practically useless.
So, obviously, if a child item within a Kit, is tagged as 'Non-critical', then its availability status, should not impact the wholesome availability of the Parent Kit.
So, let's say, there is a an Item 'X', which is available in 5 quantities, and is tagged as Critical for Kit#1, and Non-critical for Kit#2, and each kit is needed in 5 quantities.
How many complete units, of Kit#1 and Kit#2 do we have?. Answer is simple enough - 5.
However, this calculation can be complex it there are multiple hierarchy of child items and there are many such permutations of Kits.
Lets learn in more detail about how the availability of a Package is calculated Here
View 'Approval History Log' for a Purchase Order. (R2-20689)
Imagine this - You are a owner for one or more PO and for some reason one of the Purchase Orders you have raised and submitted for approval, has gone through multiple iterations of rejections and re-submissions. Wouldn't it be awesome, if you get to view the entire approval history (in a chronological order) of the Purchase Order in a single screen.
Well, we understood you need. Through this enhancement we have captured and presented the same log in a read-only tabular format, which can be seen at the click of a button available on the 'Approvals' tab of the PO Window.
The log would show the following in a chronological order:
When was the PO submitted for approval?
How many levels of approval it went through?
Who was supposed to approve it at each specific level?
What was the approval result at each of these levels?
Was the PO re-submitted for approval again? If Yes, when?
And the response to question 1-4 again for each round of re-submission.
See here
Extract and Download Timesheet Info from Order. R2-20792 / R2-20486)
Until now the 'Labor Conflict Window' accessed through the Thunderbolt Icon now displayed the 'Timesheet Information for all Labor Lines on the Order' in a Grid.
But now you can extract and download them in Microsoft Excel format at a single click. See Here.
Now see the additional details in the in PO Grid. (/R2-20812 & R2-20813)
The PO Grid has been enhanced to display some additional information.
Field Name | Description |
|---|---|
Reports Group | 'Report Group' assigned to the product for which purchase is requested. |
Event ID | Event ID tagged to the respective Bill To Order of PO line. |
Shipping Location Name |
|
For more details refer the PO Grid documentation
Printing the 'Item Long Description' in Pick List through CID. (R2-20822)
Want to see Item Long Description in Order's Pick List?
Well, we got you covered. You will need to use CID [Component ID: 24]* and Print Form [Form ID: 4200200UI]*.
Also while printing use 'Print by Order - Order' format.
* More details about the CID and Print Form are available in the CID Master Document.
Shown here is a sample.
By the way, in case you were wondering what's the need of Item's Long Description in Pick List?
The long description usually provides a detailed physical description of the item and its required packaging.
If the Item is a Kit or a Package, then the description would elaborate about the child items of the kit etc.
Functionally, the long description can be of additional assistance to the labor performing the Pick-up function.
Bug Fixes
SR- 9065 — Inconsistent Naming Convention happening for Events in R2.
SR-11061 — Performance Issue occur when user attempts to open the "Search Inventory" screen for the exchangeable items.
SR-14325 — Even though, 'Read only security' is applied to the "Skip Service & Fill" button, R2 allows users to click it..
SR-14442 — While printing the Overdue report, any locked Transfer Order, the 'Order Type' is displayed as ???.
SR-13623 — Mismatch in order total value between custom report and order.
SR-14491 — Transportation Logistics module displays incorrect weight when items are pulled in from a Transfer Order.
SR-14621 — System does not tagging Allowed Sites for newly entered products
SR-14978 — Order gets locked when child items are split and quantity made zero for one child item
SR-15032 — R2 is converting a Quote/ Hold Order to Reservation without validating the need of a PO number. No message is being displayed either. "R2_00793:PO Number is required for this customer".
SR-15056 — Taxes calculated in the Account > View > Master bills > Activity Report > Master Bill, are incorrect.
SR-15087 — Pagination is not happening as per the per-page records count.
SR-15282 — Mismatch of Cost and Profit values between Order Line and Cost Tab, if the Kit has Items and Misc Chargers (Labor).
SR-15324 — R2 incorrectly updates the Meeting order, Room order, and Operations order dates when event dates are updated.
SR-15397 — The Invoices listed in the Order > View > Invoices window, are not sorted by their ID.
R2-20503 — Order with suborders extending duration in Line level when invoice is posted and Kit status is Lost/Missing.
R2-20722 — Updated data does not reflect immediately on the search screen.
R2-20869 — Availability wrongly goes up though it is not reserved on TO or RTO, leading to Ghost Transfer.
R2-20893 — In IR screen for Non-Serial Item, we can't return the lost status item until we return missing status using scan.
View the newly created entities placed at top of the list. (R2-20721)
With this enhancement, any newly created Customer, Company or Task will be displayed in BOLD and on top of the list.
Also any new entries are made in Suspect, Lead, Prospect, Customer all of the new entries are shown on top of the list.
If any company header is set as sort, the list will be shown in sorted order according to selected sort, to see newly added entry on top of the list, you should remove sorting or do unsort.