06.24.05-00

Feature Changes:

1. Using CID to Print 'Order item Line Notes' column from R2 Order Line Grid. (R2-22066)

   At times the planner while creating an Order in R2 would want to provide some additional Instruction, Comments, or Suggestions, about the Order Line Item. To facilitate that, R2 has a free-text ‘Notes’ column in R2 Order grid. The 'Notes' column from R2 Order Line Grid is a re-writable field. Further enhancing the utility of the field, we have enabled support to print the information contained in the field using CID on 3 different print forms.

The UI Form used in this enhancement is:

Detailed By Department - Order : Form UI 4200200UI - Grid 4255100

2. 'Order Item Line Notes' column also viewable in Rep_Orderproductandkitdetailview. (R2-22066)

   The 'Order Item Line Notes' column has been added to the Orderproductandkitdetailview report.

Since this report shows, one line per Asset when there are more than one quantity on the contract line. For all such lines the Notes from related contract line will be 'Concatenated and printed repeatedly.

Bug Fixes:

• SR-15456 — Even though line duration in not extended, R2 is adding sub order lines with amounts to future invoice.

• SR-17619 — R2 is unable to perform ‘Generate Need Service’ when ‘Current Site’ and ‘Owner Site’ are different.

• SR-18487 — System is randomly not returning certain NS Items on the Order, when ‘return all NS Items’ is used a step.

• SR-19043 — When using split line option, Transfer Order ID is incorrectly being attached to another item.

• SR-19700 — While adding ‘Template’ items having instructions and comments, the pop-up window does not functions properly.

• SR-19741 — When copying from an order, if a section discount is applied, then R2 still copies this, even if the discount check box unchecked.

• SR-19919 — When using CID# 655, for the value ‘Net Amount without advance’ it prints the wrong total on invoice print.

• SR-20120 — The availability screen opens abnormally when theme is set as contemporary.

• SR-20149 — If the ‘Returning Site’ is changed on a Warehouse Task, the system removes the tagged Department.

Bug Fixes:

• SR-19023 — In R2Labor, when user searches a text and navigates to other screens and comes back; the searched text is not retained. Even any applied filter is not retained.

Feature Changes:

1. ‘Override the pagination’ to fetch long list through Get Asset List API. (R2-22127)

   Fetching a list that contains thousands of records, can turn out to be a time consuming process. And sometimes painstakingly cumborsome. We understood this problem, and enhanced the currently existing pagination feature for GET Asset List API.

   We added an override to it. Now, while parsing the request payload, for the field 'page number' you should give the value as -1.

Passing -1 fetches all records at once.

Kindly be aware that the time taken to respond varies based on the number of records generated.

To optimize performance, we suggest applying suitable filters.

2. Mark Item as Deleted from Prep Task. (R2-21978)

   Using the following endpoint you can generate the Picklist for any Order in PDF format. POST:/warehouse/order/{recordid}/session/{sessionid}/markasdeleted

3. ‘Unfill’ items on a Transfer Order. (R2-21979)

   Using the following endpoint you can Unfill Items Filled on Transfer Orders. POST:/warehouse/transfers/schedules/{recordID}/session/{orderID}/unfill

4. Generate Picklist for Transfer Orders. (R2-21999)

   Using the following endpoint you can generate the Picklist for any Order in PDF format. POST:/warehouse/transfers/{orderID}/generate/picklist

Bug Fixes:

• SR-19992 — System goes into performance issues due to API Inactive sessions not being released.

Feature Changes:

1. Filter Opportunities by their ‘Active’ Status. (R2-22072)

   Filter opportunities by their ‘Active’ status on the opportunity home screen.

2. Tag multiple departments to the opportunity. (R2-22073)

   If required, now you can tag multiple departments to the opportunity.

   1. The department list is an existing field in Opportunity screen.

   2. The department can tagged at the time of creating a new Opportunity,

   3. Also, they can be added later while editing an existing Opportunity.

   4. The ‘department’ field is searchable and has predictive search enabled.

3. Select 'Task Subject' from a dropdown list. (R2-22074)

   The ‘Task Subject’ field will now have a auto-populated dropdown list. User can pick any option from the provided list. However, the Task Subject will continue to take the free form text also so that you can type in anything they would wish for.

The values that appear in the dropdown can be configured through R2CRM application settings. For more information on this contact us through support@unibiz.com or the R2 ticketing system.

4. Set ‘Default’ value for Company Status to 'Potential’. (R2-22098)

   The ‘Task Subject’ field will now have a auto-populated dropdown list. User can pick any option from the provided list. However, the Task Subject will continue to take the free form text also so that you can type in anything they would wish for.

The values that appear in the dropdown can be configured through R2CRM application settings. For more information on this contact us through support@unibiz.com or the R2 ticketing system.

Bug Fixes:

• SR-19607 — System is consuming too much time to create an Opportunity when the customer data is in big volume.

• R2-22002 — System was displaying existing data properly, when while creating a company, you switch to activity page and back.

• R2-22003 — In the Activity page, system is allowing us to create a New Task without giving a name.

• R2-22082 — While creating a Company, system is incorrectly accepting negative values in ‘Employee Count’ field.