Please find details below of the items included in this latest release.

We've introduced new communication rules to improve how equipment safety statuses are handled and communicated when logging an interim signature from mobile devices. This update ensures that relevant recipients are notified based on the equipment's safety status.

Key Enhancements:

New Communication Rules:

Interim Job Sheet Equipment Safe To Use: When equipment safety is set to "Yes," the system will use this rule to send an email to the designated recipients.

Interim Job Sheet Equipment Not Safe To Use: When equipment safety is set to "No" or "Not Set," the system will use this rule to send an email to the designated recipients.

Customizable Email Templates:

Email templates and recipient lists can be defined individually for each communication rule.

The equipment safety field will be available in the email template data, allowing users to include the safety status of the equipment in the email.

The Account API Integration Service has been enhanced to ensure that the Department Code and Cost Centre are now accurately synchronised with Xero for both purchase and sales invoices from SG. This improvement ensures seamless data consistency and financial management

The ServiceCall Page has been updated to display the address column when viewing all branches.

We have streamlined the process of handling custom fields in various documents, including Equipment Deal Invoices and Purchase Orders. A new method utilises a dictionary to store the CustomFields dataset, enabling users to drag and drop required fields effortlessly into a table. This enhancement automatically fetches and displays new custom fields and values, eliminating the need for manual column additions whenever new fields are introduced.

A New version of the Mobile App has been released, release notes for this can be found here.

Adding engineer time to a job quote initially showed the cost and sell rates as £0. This was a result of the rates not being calculated when the screen first loaded. Now, the rates will display correctly without needing to toggle and reselect the charge code or rate name.

We've simplified the process for validating job numbers, making it faster and more efficient. In the Raise Purchase Order section, when adding a line with a Job type, the Job Number can be selected from the popup as before. If user types into the Job Number field, the validation will now be more efficient

An issue has been addressed where duplicate service schedules were erroneously generated upon job completion. The fix ensures no future schedules exist before generating new ones, effectively preventing duplicates.

We've resolved a bug in the Part Request-Pick Pack Dispatch process that caused stock transfers to pick the wrong reservation, resulting in some items not being transferred correctly. The fix ensures that the dispatch process for part requests now correctly handles reservations, ensuring accurate and complete stock transfers.

We've fixed issues causing inaccuracies in partial purchase invoices and the part acceptance processes. Allocation records now split correctly during partial purchase invoice creation after multiple stock transfers. We've also resolved discrepancies in item on-hand quantities when part requests are partially accepted and processed. These fixes ensure more accurate inventory management and processing.

We've fixed an issue that caused discrepancies in purchase order values due to inconsistent rounding. Now, each PO item is saved with a consistent rounded value, ensuring uniformity and accuracy. This update will contribute to smoother financial operations and more reliable reporting.

We've fixed an issue that caused partial data updates and inconsistencies in purchase-related tables. This problem led to purchase order lines pointing to non-existent records. Our solution ensures that updates are processed correctly, preventing these errors.

We've fixed an issue where certain popups would close unexpectedly while typing. We've ensured that background processes do not interfere with popup functionality. This guarantees smooth user interactions.

We've resolved an issue that was causing slow load times for the Edit Contract page. This will result in a noticeable improvement in performance.