08/05/2026

Enhancements#

Delivery Notes: These data pipelines were added – based on a Header link to Work Orders:

• DN_WO_Rec – Linked Work Order Header
• DN_WO_Parts – JDFSwitch Parts table in linked Work Order
• DN_WO_Cor_Boxes – Corrugated Box information from the linked Work Order

Ledger: When you Discount Outstanding or Record Overpayment from a Customer Credit (e.g. Receipt) or a Supplier Debit (e.g. Payment) transaction, the date on the Discount/Overpayment is now set to the Receipt/Payment transaction date. (Previously the current date was assigned.)

Sales Orders: A column Status (WO) was added to the Edit View Items grid and Items View. The Status is for the last linked WO, in case multiple WOs are linked to the SO Item.

Tracker - Timekeeping: The Planning Board is now updated as follows:

• Scan Service ID - Don't Combine Tasks: The Task is matched on the Service ID.
• Scan Service ID, Combine Tasks: The Tasks are matched on User, PB Stage setting and WO No.
• Scan WO No.: The Tasks are matched on User, PB Stage setting and WO No.

Fixes#

• Fixed: The Staff Settings were not updated as per the Upgrade notes in the 06/05/2026 Upgrade.
• Fixed: Work Orders > Materials – The Out Qty was not calculated correctly for a Reserve item, if part of the Goods were returned.
• Fixed: MMI made from Planning Board > Materials, were not displayed as actual cost on the Job summary.