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October 2023 Release

New Features

October 24, 2023 | Here are the new updates and features applied:

Managing Options per Plan for Multiple Lots

We’ve introduced a new feature that enables users to Manage Options per Plan for Multiple Lots. This feature becomes active when a user selects a Community and Phase from the filter. After this selection, users can choose either all Lots within that Phase or select Multiple Lots by utilizing the checkboxes next to the Job Number column. Once Lots are chosen, the “Manage Options per Plan” button becomes accessible. Clicking this button opens the “Manage Options per Plan” modal, allowing users to efficiently Manage Option Statuses.

Lots-Pipeline
Lots-Pipeline (1)

Sales Types for Custom Options

We’ve improved the custom option creation process by setting the default Sales Type to blank, prompting users to make a selection. Additionally, a message now reminds users to choose a Sales Type if they leave it empty, enhancing data completeness and user guidance. These enhancements aim to streamline and simplify the custom option creation experience.

SalesTypes

Scheduling Settings page Enhancement

We have enhanced the functionality of our Pipeline Scheduling Settings page by implementing an alphabetical sorting mechanism for Communities and Phases. This is applied to all tabs under the Settings page. This improvement is designed to optimize the user experience and streamline navigation for our valued clients.

Scheduling-Settings-Pipeline (3)
Scheduling-Settings-Pipeline (2)

Enhancements

  • For Clients integrated with Pipeline Purchasing, we have now improved our logging to include logs for Lots in both Sync Now and Sync All for both Job Flows – Sales to Purchasing and vice versa. SIU-10220
  • For Clients integrated with Pipeline Purchasing, we have:
    • Resolved an issue on our Budget Detail report showing incorrect Quantities. SIU-10243
    • Tackled the concern related to issues encountered when sending Change Orders and Cancelled Configurations to Purchasing. SIU-10257, SIU-10256
    • Resolved the issues related to the Automated Email sending of new Purchase Orders and Job Schedule updates.  SIU-10170, SIU-10166
  • This release also includes a fix for UI misalignments on mobile devices. SIU-6450,SIU-9181
  • This release also includes a fix to correct the value retrieved by CF_TOTAL_SELECTED_OPTIONS_COST tag. SIU-3964