February 2024 Release

New Features

February 27, 2024 | Here are the new updates and features applied:

Automated Emails to Vendors Updates

Instead of attaching reports as links in our automated emails, we have upgraded to a more secure and user-friendly approach. Moving forward, you will receive notifications containing a link to our Vendor Portal site. Simply click on the provided link in the email, and you will be directed to the Vendor Portal login page. Once logged in, you’ll have seamless access to all the pertinent information related to the new PO or the Job Schedule update in our Job Schedules page.

Alignment of API Versions for Pipeline Suite Clients

For clients leveraging both Pipeline Sales and Purchasing in the Pipeline Suite, we’re thrilled to introduce an automatic API version synchronization. Now, Sales API will seamlessly align with updates in the Purchasing API, eliminating the need for manual version adjustments. This ensures unparalleled consistency and smooth integration between both applications, enhancing your overall experience.

Generate Document Improvements

We’re delighted to inform you that we’ve incorporated a handy enhancement in our Generate Document popup. Now, alongside the existing features, you’ll find an additional display showcasing the Config Number and Job Number.

Enhancements

For clients utilizing Pipeline Scheduling integration, we have expanded the capability to toggle the visibility of pricing on the PO Report to now include the Completed Schedules page.

Fixes

For Clients integrated with Pipeline Scheduling, we have:
- Resolved an issue where we allow Tasks to be completed even if Actual End Date is in the future.
- Resolved the syncing issue encountered after Completing a Schedule in Sales
- Resolved the syncing issue encountered during syncing of Scheduling Tasks to Purchasing
For Clients integrated with Pipeline Purchasing, we have:
- Resolved an issue encountered when syncing Communities.
- Resolved an issue encountered when updating Lot Addresses
- Resolved the issue where Swing value in Sales does not match value in Purchasing.
We’ve fixed the issue encountered where users cannot create Configuration via Registrants page.
We’ve fixed the issue encountered where Custom Field Tags does not retrieve values.
We’ve also addressed bugs on the Pipeline Sales and Scheduling pages, making our platform more reliable than ever.

February 12, 2024 | Here are the new updates and features applied:

Show Pricing Report Setting

Based on client input, we’ve introduced a new user group setting named “Show Pricing on PO Report”. This empowers Company Managers to finely control which User Groups can view Prices when accessing PO reports. Simply check or uncheck the setting: when enabled, prices are visible, and when disabled, they remain hidden. This customization ensures a more personalized and secure data experience.

Applying Trade Logic to Automated Vendor Emails

Our Scheduling page has undergone a seamless integration with Trade logic from the Purchasing module. Consequently, we have enhanced our automated vendor emails to ensure that messages are now directed to vendors assigned in the Purchasing site. This refinement guarantees that emails reach the intended recipients as configured within the Purchasing site, ensuring accuracy and efficiency in communication.