April Release Notes

Lauren Ferguson

OASIS Online (W1178D5)

Added a new global setting called "CC assigned contractor sales person when emailing customer quote." To find this setting, go to Configuration > Software > Global Settings > Projects and Quotes tab > Printing subtab.
Added a new global setting called "Scan price list on commission or price change," where any change to the price or commission rate in a quote will automatically update the other field if the updated value matches a price level in the price list exactly. To find this setting, Configuration> Software > Global Settings > General tab.
Added several new PDF translators to improve drag and drop functionality.
Added Posted Date to PaymentsTS API and Payments Listing Advanced Search.
Added UpdateDate to ManufacturerListing API.

Corrected an issue where users could not close or cancel the Send Shipping Status report window. (Order Listing > select order > Reports menu > Send Shipping Status)
Corrected an issue where lines in the quote BOM were not converting to an order when the PO Number was left blank.
Corrected an issue where the MOSR2 report would break when selecting Hold Orders as the source.
The "Number" field for contact information now trims trailing spaces.
Workgroup IDs are now forced to uppercase upon saving to align with Desktop's behavior.
Several reports have a new look and feel, such as PAT Aging (Invoice Listing > Reports), Quote Backlog (Projects Listing > Tools), and Product Sales Report (Orders Listing > Reports). These reports will receive another UI update soon, along with updated documentation.
(DIST version) New customers and manufacturers are now identified as resell by default.

Adjusted the Customer Assigned To fields in the Quote Customizable Report to display the data and column names more accurately. The column names changes are:
Customer Assigned To -> Assigned To
Customer Assigned To on Transaction -> Assigned To Transaction
Customer Assigned To (User Only) -> Assigned To (User)
Added several new PDF translators to improve drag and drop functionality.
Added PO Vertical Market to Order Customizable Report.
A new global setting has been added called "Scan price list on commission or price change," where any change to the price or commission rate in a quote will automatically update the other field if the updated value matches a price level in the price list exactly. To find this setting, Configuration> Software > Global Settings > General tab.
Added a new global setting called "CC assigned contractor sales person when emailing customer quote." To find this setting, go to Configuration> Software > Global Settings > Projects and Quotes tab > Printing subtab.
Replaced all instances of the word "verify" with "validate" in the ASA Configuration tool to align wording with the validation process.
Corrected an issue where the "EMail" search function in the Contact listing was broken, returning all contact entries.
Corrected an issue where users could not edit reports that had been shared with them.
Corrected an issue where uploaded cut sheets would display "CATALOG" rather than the part number. This only occurred when using certain websites.