06.25.08-00

Intelligent Search – AI Powered Natural Language Search in R2 (R2-23919)

• A smarter way to find orders, inventory, and warehouse records in R2.

• Type in everyday language — e.g., “Orders from UBS with amount between 5k and 10k”.

• Get faster, accurate results with fewer clicks, even for complex multi-condition queries.

• Fuzzy matching, synonym recognition, and multilingual support for a more flexible search experience.

Transfer Order Screens in Non-Modal window (R2-23622)

• Both ‘Transfer Order Edit’ and ‘Search Transfer Orders’ screens open in a non-modal window.

• Minimize the Transfer Order window, switch between modules, and work on related tasks in parallel—improving workflow efficiency.

Improved Search screen performance for searches in Accounts → Master Bills, Transfer Orders, and Multi-Orders (R2-24010)

Booking lines- Pay Policy and Overtime hours are visible by default (R2-24017)

• Pay Policy, OT, and DT columns are displayed by default in the Booking Line grid.

• Also, Unit, OT, and DT fields are visible in Booking line More Info screen for quick access to pay details.

• This makes it easier to review key pay-related details.

Booking lines- Indication for Approved Timesheets (R2-23950)

Timesheet- Clear selection of lines after actions performed (R2-23949)

• Timesheet rows are automatically deselected after actions such as ‘Approve’, ‘Reject’, ‘Communicate’, ‘Add New’, ‘Delete’, and ‘Add Additional Lines from Order’ are performed.

• This removes the need to manually clear selections after each action.

Timesheet- Added ‘Comments’ column (R2-23951)

• Enter, edit, and save up to 2000 characters of text in the comments column.

Timesheet- Added ‘Pay Policy’ column (R2-23948)

• Each timesheet line shows the Pay Policy (read-only) from the linked Booking Line.

• Helps quickly identify the applied pay rule—no manual check separately.

Timesheet – Estimated Hours Visibility from Booking line EWT (R2-23952)

• Added eight new configurable columns to show planned hours from Booking Line EWT, including: Estimated Start/End Time, RT/OT/DT Hours, Hours, Break Hours, and Total Hours.

• Estimated Hours:

  • If "Enter Time by" = In/Out Time: Duration of EWT. Else, RT + OT + DT of EWT

• Estimated Total Hours:

  • If "Enter Time by" = In/Out Time: Duration of EWT + Break Hours. Else, RT + OT + DT of EWT + Break Hours

• Helps compare planned vs actual hours without changing existing timesheet functions.

Timesheet Reports update (R2-24058)

• Rep_AllLaborTimeSheetView and Rep_AllLaborTimesheetInfoView displays all timesheet records.

• Shows records for each Booking Line.

• Displays records regardless of their current status and hence helps to get the rejected timesheets as well.

• Provides an option to filter records by status.

Edit Notes in Opportunity (R2-24055)

• Helps maintain accurate and up-to-date information.

LaborMate: Edit Crew profile details (R2-23933)

LaborMate: Availability Requests- not linked to any jobs (R2-23913)

• Crew can view and respond the Availability requests meant only to check their availability

LaborMate: Location in Job Details (R2-24083)

• Displays show location along with the address.

• Helps crew quickly identify and navigate to the location using accurate, combined location information.

PackNShip: View Item Description in Scanned List (R2-23899)

PackNShip: Reconcile and remove duplicate assets while bulk returning/shipping (MAIN-4732)

PackNShip: Generate Return Receipt for Rental Orders (R2-24503)

API for Return Receipts (R2-24073/R2-24070/R2-24071/R2-24072)

• Generate, Download, Upload , and Fetch the Order Return Receipt filenames

R2: Transit mode displays inconsistently between the Return Transfer Orders and warehouse tasks when From Site and To Site of the Transfer Order have different carrier configurations, leading to incorrect or mismatched shipping method values. (SR-27955)

Fix: Updated the logic to correctly map the transit mode based on the selected site’s Ship Via configuration, ensuring consistent and accurate display across return transfer orders and warehouse tasks.

R2: System allows un-filling of already filled items from the Future Orders screen even when the configuration flag “Allow un-filling of items within order” is set to false. (SR-27952)

Fix: Updated the validation logic to restrict un-filling of filled items outside the Warehouse module when the configuration flag—now renamed to “Allow un-filling of items even outside Warehouse”—is set to false. The same validation is applied to the Future Orders screen as well.

R2: System calculates incorrect invoice amounts in periodic billing (daily billing with duration set as 28 days) when order lines are split after invoices are posted, resulting in overbilling. (SR-27264)

Fix: Updated the invoice calculation to ensure correct billing amounts are applied for each line after order line splits in periodic billing scenarios.

R2 API: PUT Order API fails to update Ship Via information when the order site does not have any Ship Via tagged, resulting in a 400 error response. (SR-27843)

Fix: Updated the API behaviour to allow tagging Ship Via through PUT Order requests even when the order site does not have Ship Via configured.

R2: Subtotal value doubles on order print when using CID#60016, showing an incorrect amount in the printed output. (SR-27630)

Fix: Updated the print logic to ensure the correct subtotal value is displayed when using CID#60016.

R2: Rep_AssetInfoChangeHistoryView displays duplicate entries when multiple users update assets simultaneously via the Asset Manager app. (SR-25398)

Fix: Updated the asset update process to ensure data isolation during concurrent multi-user operations, preventing duplicate entries in the report view.

R2: REP_POANDMISCDETAILVIEW report experiences performance issues during execution, impacting responsiveness. (SR-26884)
Fix: Updated the report logic to improve execution efficiency and ensure smoother performance.

R2: REP_ASSETREVENUEBYINVOICEVIEW report experiences performance issues during execution, impacting responsiveness. (SR-26884)

Fix: Updated the report logic to improve execution efficiency and ensure smoother performance.

R2: REP_ORDERHEADERVIEW report displays incorrect base amount when orders are created using the “Copy From Order” functionality without selecting the price checkbox. (SR-27396)
Fix: Updated the copy order logic to ensure base amount is correctly calculated when price is not copied from the source order.

R2: System allows entry of an invalid year in the 'Customize Payment Schedules' date field, which leads to freezing and incorrect invoice dates. (SR-27444)
Fix: Updated the date validation logic across all grid columns to restrict year entry below 1980 and display appropriate error messages.

R2: Users encountered an “Invalid Object” error when attempting to mark a warehouse return schedule as “Done” in the Warehouse module. This occurred when the schedule snapshot had changed or was in use. (SR-27009)
Fix:

• Implemented specific error messages to replace the generic “Done failed” message:

  • Snapshot changed: “The snapshot has changed. Please refresh your search to proceed.”

  • Schedule in use: “Schedule is in use. Try later.”

• Added clear feedback for bulk actions:

  • Partial failure: “While some of the tasks were successfully updated, some failed. Please see the list below of tasks that couldn't be updated, along with the reasons.”

  • Full failure: “We couldn't update any of the tasks. Please see the list below of tasks that couldn't be updated, along with the reasons.”

• Improved user understanding and reduced confusion during multi-line operations.

R2: Sitename change is not getting updated in monthly stats view (REP_PRODUCTSTATSBYMONTHVIEW) (SR-26066)
Fix: The issue where the updated site name wasn’t reflecting correctly in the monthly stats view has been resolved. Now, the correct site name appears as expected after changes.

 R2: Barcode printing button is incorrectly enabled for when selecting Items tab in the Maintenance screen, whereas it is intended to be working/used when Assets tab is selected, leading to confusion and unintended behaviour. (SR-27501)

Fix: The barcode print button is now enabled only when the Assets tab is selected. It will be disabled when users switch to other tabs, preventing unintended actions.

R2: The “Use Existing Operation Order” option failed when syncing a meeting order to an operations order, especially when non-serial kits were involved. (SR-27404)
Fix: The system now allows users to reuse existing operational orders without errors, even when certain item types are involved.

R2: For Items/Assets added during filling, the Prep Date does not capture the actual time of item scanning, leading to inaccurate time tracking. (SR-27087)
Fix: The system now captures the actual time when items/assets are added during filling, ensuring accurate time tracking.

R2: In the warehouse module, the hotkey to exchange an item is “Alt + W” in Prep task, whereas in the Accounts module, it is “Ctrl + W” in the Quote screen and “Ctrl + F8” in the Reservation screen, leading to inconsistency and confusion. (SR-27121)
Fix: The shortcut for exchanging items has now been standardized to "Alt + X" in both the Quote and Reservation screens, aligning it with the warehouse module Prep task for consistency and ease of use.

R2: Physical Inventory module did not support partial adjustments for non-serial items, preventing accurate stock reconciliation. (SR-25000)
Fix: The system now supports partial adjustments for non-serial items. When users adjust only part of the discrepancy quantity, the system updates the item's availability, stock, and locked quantity accordingly. These adjustments are reflected in the item’s history and the discrepancy screen shows the status as “Partially adjusted”. Such lines remain visible even after the adjustment is completed, ensuring transparency and traceability. This behaviour applies across all supported status transitions in the Physical Inventory module.

R2: Order Search- Incorrect Full Name is causing search/filter issues (R2-24011)

Labor: Email response screen viewed on mobile phone browser is hard to read due to small fonts, and the “contact planner” message appears at the bottom in tiny font, making it easy for crew members to miss. (SR-28206)

Fix: Updated the response screen layout to improve font readability and reposition the “contact planner” message for better visibility on mobile devices, while maintaining the layout for desktop and laptop browsers.

Labor: Non-Approvers Able to Update Timesheet Status from Status Dropdown (R2-24049)

Labor: Timesheet Line Unit Change Does Not Recalculate RT/OT/DT Values (R2-24012)

Labor: Pay Unit Not Pulled on Assigning Resource from Update Lines Based on Resource (R2-23944)

Labor: Crew Profile Header-Pay Policy functionality not implemented; suggest removal (R2-23940)

Needs Service app: Email notifications sent do not display error messages when service ticket creation fails due to reasons such as the associated order being in edit mode. (SR-27892)

Fix: Updated the notification to display appropriate error messages—such as “Order in use…”—when service ticket creation fails, and include the service ticket ID in the email when creation is successful.

PackNShip: Duplicate scans of serial assets were allowed in the PackNShip app during batch return operations, resulting in inflated scan counts. (SR-27423)

Fix: The app now detects and removes duplicate scans for serial assets. For non-serial items, duplicates are retained to support quantity-based operations.

LaborMate: Calendar does not show Events & Request which span across months (R2-24057)