Multiple location rules in same location also for serialized items

In 1.53 release we introduced the capability to assign multiple items states of same item to same location, unfortunately we where not able to also make this happen for serialized items in 1.53 release. Now the final step is made! For serialized items we in basics decouple the item state from stock location assignment rule, but keeps the state on the serialized ID itself.

Upon Item assignment (of serialized item) in a device there will not be any option for New, Used, Referbished, For Service. The state of the assignment will say "Any" and the actual state will be stored on the instance.

In this release we also make change during picking flow of serialized items, this relates to the selection of serialized instance. When it's more instances of an item in same location we before choose the instance when compartment where closed. This is now changed and will be done directly when the location is open.

Return of item via cost allocation

New way to simplify and find relevant transaction to return by selecting transaction over Cost allocation. For accounts with huge amount of transactions this simplify the search greatly.

Enable a similar view as we have in item category for picking, by clicking the icon

And drill down into values of selected cost allocation step like in below case machines names. The items available in list for search is based on the selections made and text search will refine the list further.

Picking over item category enhancement

We now make an improvement when picking items by filtering with item category and add items to a pick list.

Today when an item have been picked by filtering on a item category and added to a pick list and additional items to be added, the category selection is gone and needs to be selected again.

From this version we keep the selection of category when getting to the item selection, this improves the process and experience for the users.

Extend reporting and API

More fields in data sources

We now makes a alignment of fields available in all data sources for reporting but also for Reporting data available in API management.

We extend Assignment data source, Raw transaction data, Orders data, Location data, with more item attributes, like below list. Note that some already exists in some data sources.

• Item ID

• Customizable fields (All available)

• Vendor order code

• Vendor

• Purchase price

• Purchase gross price

• Purchase unit of measure

• Purchase package qty

• Lead time

• Type of service

• Service order code (for durables)

• Service vendor (for durables)

• Service price (for durables)

• Service lead time

• Manufacturer

• Manufacturer Item IDItem ID

• Minimum quantity for service

Improve report list

We introduce searching of reports in the report list and also adding the report source as a part of the report list.

Similarly to other views in the application we now also enable the possibility to create views, sort and filter the reports.

Choose item state after Service

We now give the option to choose what state an item should have when restock from Service. In basics we currently always set the item in state Refurbished. Now you can choose what state the item would be returned into after service. (New, Used or Refurbished). This option gives specially measuring equipment and similar better options as return a measuring equipment (after calibration) as refurbished is not making sense and just add extra Item assignment step.

Togehter with the 1.53 release where we introduced possibility to combine different states of items in same locations (which also comes for serialized items in 1.54) we now have full flexibility in managing the services processess in an efficient way.

Apply Cost allocation limitations from parent item

We now will inherit the Cost Allocation limitation values from parent item when picking a spare part from the related item.

If there is a hierarchy and limitations like only Tool 123 is available for a specific Cost Allocation value like Component 1. There have been challenges in the. administarations to pick also Spares as these have had to be specified in Component 1 to be possible to pick.

If the user now selects the Releated item on Tool 123 the user will be able to pick also related spares without this spares are specified as available in the Cost Allocation hierarchy.

Bring quantity of item when picking over related item

When user is searching for an Assembly or Tool that contains spare parts in the picking flow and when selected or expanded in item list, user can choose to look on related items.

When the user have selected related item, I.e. to see what inserts on selected milling assembly or to see related spares like shims or screws for a holder.

The defined quantity will be copied over to picking screen.

This will simplify the user experience as for instance there is no need to remember the quantity needed to change inserts on a tool.

Serialized item overview enhancement

We now introduce a new filter in the serialized item overview to be able to filter the list on different states on item. like show all items "For Service" or "Used"

As views can be built and stored on user level you could build up a view with all "For Service" state serialized items.

SFI installer improvements

We make improvements in the installers of shopfloor interface. Today the installer size is around 1GB. When installers from 1.54 are installed the size of the upcoming installers will be around 1/3 of the previous size.

Also we have kept old installers on the disk, this now changes and whenever a new installer is successfully installed the old one will be deleted. This to save disk space on local machines.

Sandvik Coromant rebrand

The user interface for Sandvik Coromant customers is now getting updated to the latest standards and branding guidlines.

Allow assign shelf code on empty shelf ASK200/TB300

We now give the possibility to set-up a ASK200/TB300 Machine without having locations on the shelf itself. This gives an option to configure a machine before you start to build up the locations.

Improved event log

We introduce a more comprehensive event log for all creation/deletion of entities.

CMP - Events Calendar

We now introduce a new feature that offers a comprehensive overview of upcoming partner events and allows you to register for them directly.

You can access the Events page from either the left-side menu or the Home page. This page displays a list of upcoming events with key details such as event dates, locations, last sign-up dates, and the number of available seats.

In the "Actions" section, you can register for the events you’re interested in.

Please stay tuned as we will be adding more events soon.

CMP - Improved Process for Quote Creation

During the quote creation process, the pop-up window for creating a new potential customer previously appeared too quickly, making it difficult to select from the existing customer list. To address this, a separate "+" button has been added. This button allows users to create a new potential customer only if they don't find the desired customer in the existing dropdown list. This change prevents the new customer dialog from appearing prematurely, enabling users to fully explore the existing list before deciding to add a new customer.

In addition, to help distinguish between companies with the same name, the company dropdown list now displays a "Short Name" in brackets next to the company name. This enhancement ensures that users can quickly and accurately identify the correct company during quote creation.

These updates directly address user feedback to ensure a smoother and more intuitive workflow.

CMP - Enhanced cancellation management

Cancelled customer data will now be retained for only 9 months following the cancellation. After this period, reactivating a cancelled customer will no longer be possible in compliance with our policy.

With the introduction of an input field for cancellation reasons, you can now view these reasons under the Subscription tab after a subscription is cancelled.

The same applies to cancelled orders and quotes - you'll be able to see the cancellation reasons under their respective sections.

CMP - Small improvements and bug fixes

We’ve introduced several small improvements in this release:

Customer Shortname in "Customer List": The customer shortname is now shown in the "Customer List," making it easier to identify customers with similar names.

Partner Reference Button Fixed: The partner reference button has been fixed, allowing you to update it directly in CMP.

Province/State Field for Canadian Customers: We've added a Province/State field in the address section of the customer sign-up flow for sales units in Canada, ensuring more accurate address information.

Quote Status in Sales Units View: The quote status is now displayed in the quote detail view for sales units, providing clearer insight into each quote's progress.

Reactivation Date in Quote Detail: The reactivation date has been added to the quote detail, helping you keep track of reactivated quotes.

"In Progress" Status Highlighted in Blue: The "In Progress" status is now highlighted in blue to help you easily differentiate it from the "New" status.

Improved Hardware Type Dropdown Order: The order of options in the Hardware Type dropdown has been improved to follow this sequence: Main - Extension - Option - Accessory - Spare Part.

Improved performance for Picked items locations

The Picked items locations overview now loads reliably for customers with large pick volumes (70,000+ picks). Previously, this could time out and display a blank list.

Reported: T2305-0081

Unexpected behavior of Application Manager when started under different account

When Windows user installing or updating SFI does not have administrator privileges and some other user is used to enter elevated mode, the installation and update can behave unexpectedly.

CA restrictions applied to spare part selected from item list

When CA has restrictions to item are set, spare parts of the item allowed by the CA can be still picked even if they are not allowed by the restriction once spare part is selected from Select quantity step of its parent item. But it is not possible to pick the spare part when selecting it from Select item step. Due to that, it is not possible to pick this spare part once its parent item is out of stock.

Custom fields disabling is not properly reflected in item's change history

Upon disabling custom fields, when the custom fields are specified for an item, the change history contains the event, but the detail of the event is blank.

Item ID swap on two items causes issues on SFI

When there is for example item 1 and item 2 and a user changes item name and ID for example like this: Item 1 > Item 3, Item 2 > Item 1, Item 3 > Item 2; there are issues with these items on the SFI. These issues include mismatching on screen notifications (notification of item 1 is shown for item 2) or if these items are related, there is no related items button shown during pick.

Device cannot be saved twice

It is not possible to save device from device detail twice in a row. To do that, device detail must be closed and reopened.

TB300 reopen rolo shows only relevant cabinets

Fixed an issue where TB300 with extension cabinet showed all cabinets for reopen rolo, including those where no dispense occurred.

Transfer list is not undeleted in case of sync conflict

When transfer list is deleted on AP and some item is picked or restocked for this transfer list on SFI before the deletion is synced, transfer list is not undeleted as expected and remains deleted.

Report filters cannot be loaded for large raw transaction data volume

When a customer has a lot of raw transaction data, they cannot reach filters (don't load) on custom reports with raw transaction data source.

Fixed reports page loading error

Fixed a rare JavaScript error that could temporarily prevent the reports page from loading.

Reported: T2406-0056

Cloud device with mixed locations is not synchronized because of the wrong version

Device cannot synchronize after item was assigned with different rules at the same location.

Undelete operation now supported in API

Added support for the Undelete event in the new API, eliminating log errors when entities are restored.

Textbox sizes may be insufficient for some customers

Text box size may not display whole information due to its width. Mainly in case of item price text boxes.

Vending operation on ASK200 can be delayed by having items in the back of a shelf

When product is placed to back end of shelf on ASK200, it is not possible to use show location option during restock and inventory.

Not visible field blocking saving of assembly as Released on Admin Portal

Field 'Purchase gross price' is not cleared after item type is switched from Durable to Assembly. Item cannot be saved if the field contained any value.

ISO parameters now download from ToolsUnited and Walter catalogs

Fixed an issue where ISO parameters were not imported from ToolsUnited and Walter catalog integrations.

Lista cabinet now indicates which location to open

Fixed an issue where Lista cabinets did not indicate which drawer/location to open when unlocking a location.

Reported: T2408-0131, T2408-0133, T2408-0134

Touch keyboard now opens correctly on SFI

Fixed an issue where the keyboard icon opened the old on-screen keyboard instead of the modern touch keyboard.

Reported: T2408-0128, T2408-0130

Chinese language now works on SFI

Fixed an issue where users with Chinese language setting would see the device's default language instead.

Reported: T2408-0149

SSO login now works reliably

Fixed an issue where SSO login failed with "Internal server error" after the 1.54 release.

Reported: T2408-0154