# ERP release notes # Release notes # 2026-04-20 ### Security & Authentication * **New Login System:** Introduced "Clerk" as a secure sign-in provider for the application. * **Sign-Out Improvement:** Updated the logout process to ensure all security sessions are properly cleared. ### AI Features * **AI Sweet Assistant:** Launched a new AI-powered chat assistant to help you analyze and manage your sales pipeline. * **Chat History:** You can now save and revisit previous conversations with the AI assistant. * **Quick Access:** Use the shortcut `Ctrl + I` to open the AI assistant from anywhere. ### Sales & Quotes * **HQ Shipping Control:** Added a toggle to individual quote items to specify if they should be shipped directly from HQ. * **PDF Customization:** You can now choose to hide tariff codes or child item details (prices and quantities) on PDF documents. * **Automatic Translation:** PDF delivery notes and invoices now support automatic translation based on the destination country. * **Email Attachments:** Added options to include HS activation codes, licenses, and e-invoices as attachments when sending emails to customers. * **Invoice Syncing:** You can now sync billing addresses and payment dates directly from a sale order to an issued invoice. * **New Version Tool:** Improved the "Create New Version" button for quotes to streamline the revision process. * **HQ Order Info:** Subsidiaries can now view detailed HQ status information, production notes, and shipping/billing addresses for external orders. ### CRM & Account Management * **Dun & Bradstreet (DUNS) Integration:** * Search for companies using DUNS data. * Create new accounts directly from DUNS records. * Link existing accounts to DUNS to keep information up to date. * View company hierarchies and family trees. * **Flexible Opportunities:** You can now select multiple "Solutions" and "Solution Areas" for a single opportunity. * **Sales Visibility:** Sales orders are now visible directly within the Opportunity details page. * **Tenant Linking:** Super-admins can now link partners to specific subsidiary "tenants" for better cross-organization data flow. * **Improved Contact Creation:** When creating a contact from a department, the department's primary address is now automatically filled in. ### Production & Inventory * **Modification Checklists:** Added "Required Modification" checklists for serial numbers to ensure all necessary unit updates are completed during assembly. * **Operator Ratings:** Production managers can now rate assembly tasks (1–5) to track quality and performance. * **Stock Service Improvements:** * Added a "Whole Goods Receipt Faulty" shortcut to mark all items in a shipment as damaged. * System now prevents closing a service entry until an "Issue Solution" is selected. * **Statistics Control:** Resources can now be marked to be ignored in performance statistics. * **Tariff Code Management:** Added a dedicated section to manage and update system tariff codes. ### Forecasting & Reports * **Advanced Forecast Imports:** Sales forecasts can now be imported from orders across different subsidiaries and tenants. * **Data Export:** Added the ability to export product hierarchy sales data to Excel. * **Statistics Queries:** Introduced a tool for administrators to create and schedule custom data queries for internal reporting. ### General Improvements * **Smart Language Detection:** New notes now automatically default to the language of the partner’s country. * **Conference Check-in:** The QR scanner now displays participant apparel sizes and gender to speed up gift distribution. * **Timeline Optimization:** Improved the activity timeline to load faster and handle large amounts of history more smoothly. * **Refined Search:** The "Go To" menu now filters results more accurately based on your specific permissions. # 2026-04-23 * Added "Stock in finishing" tracking to product inventory and parts lists. * New user profile setting allows you to receive email notifications whenever a task is assigned to you. * Redesigned the Changelog viewer to organize general, technical, and API updates into separate tabs. * Improved table management tools to easily link, view, or remove filters associated with scheduled jobs. * Simplified the conference check-in tool to automatically handle voucher prefixes during manual entry. # 2026-04-29 - **New Custom Pages Feature:** Added the ability to create and manage static HTML pages directly within the administration menu. - **Enhanced CRM Records:** Added new tracking fields to Sales Orders, including "Total Net Amount" and "Open Invoice Amount," and introduced a "Request Partial Delivery" option. - **Improved Activity Timeline:** Notes and tasks now display "source badges" to show which linked account or opportunity they originated from, and users can now detach linked emails directly from the timeline. - **Smarter Selection Menus:** Selection lists for payment terms, delivery conditions (incoterms), and other predefined values now automatically hide disabled options to simplify data entry. - **New Update Notifications:** Added a "New update" badge to the navigation bar that alerts users when a new version is available, prompting a page refresh to access the latest features. # 2026-05-05 * Fixed an issue where the search functionality was not correctly disabled on the Stock page. # 2026-05-12 * Fixed an issue where Excel and PDF exports failed to download correctly due to authentication errors. * Added new "Calibration Partner" and "Ordered Calibration" fields to ISO Calibration forms. * Added a document scanner shortcut directly to the Received Invoices list for quicker access. * Improved table readability by optimizing column widths and adding sticky headers for item details. * Updated various labels for clarity, such as shortening "Business Central" to "BC" and refining accounting terms. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-05-13 * **Improved Exports:** Fixed an issue where Excel and bank file exports would fail to download; these now work reliably across all modules. * **ISO Calibrations Update:** Added new fields for "Calibration Partner" and "Ordered Calibration" to the calibration forms and details view. * **Document Scanner Access:** You can now access the document scanner directly from the Received Invoices list to view or upload attachments quickly. * **Table Enhancements:** Improved table layouts with optimized column widths and a new "sticky" feature that keeps details visible even when scrolling horizontally. * **Label Clarifications:** Simplified various labels throughout the app, such as shortening "Business Central" references to "BC" and updating accounting terms for better clarity. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-05-14 Here are the updates for version 1.678.0: * **Competitor Tracking:** Added a new module to manage and track competitors, including the ability to record competitive products and link them directly to sales opportunities. * **Flexible View Switching:** Introduced a "View Switcher" for Sales Orders, allowing users to toggle between different layouts (such as CRM-focused or ERP-focused views) based on their needs. * **Enhanced Support Tickets:** Improved the help desk integration to display full conversation histories and requester details directly within the ticket window. * **CRM Sales Enhancements:** Added functionality to create credit notes for issued invoices and integrated a new "Non-Standard Request Form" for complex sales opportunities. * **Improved Table Layouts:** Optimized column spacing and labels across several modules—including Production, Work Orders, and Inventory—to make dates and status information easier to read. # 2026-05-15 - Increased currency rate precision to four decimal places for more accurate entries. - Improved the page view switcher to ensure it strictly follows user permissions and access rights. - Standardized how different views are loaded across the system for a more consistent user experience. # 2026-05-19 Here are the updates for this version: * **Sanction Screening System:** Added a new compliance feature for partners that includes color-coded status badges (Cleared, Pending, or Blocked) and a detailed screening results dashboard. * **Compliance Restrictions:** Invoicing and packing are now automatically blocked if a partner’s sanction status is unconfirmed or if an End User Certificate (EUC) is pending review. * **Navigation Fixes:** Resolved an issue where links in the Sales Orders and Opportunities tables were redirecting users to the incorrect pages. * **Work Order Improvements:** Streamlined the rebooking process to automatically mark associated tasks as complete and added a "sticky" action bar for easier access to buttons on long pages. * **Language & UI Updates:** Added Danish language support and improved the visibility of the "Last Note" column in purchase item tables. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-05-21 - Fixed display issues where shipping addresses were pulled from the wrong fields on delivery notes and contact persons were missing from printed invoices. - Added the ability to select and auto-fill shipping contact details, such as name, email, and phone number, on delivery notes. - Introduced a new option to synchronize the shipping address from a shipment directly to its related invoice. - Updated Sales Orders to make shipping and billing name fields visible and editable. - Added a "Preview not available" notification for document types that do not support instant PDF previews. - Fixed an issue in the Partner section where information could be lost or overwritten during the sanction screening process. * Added the ability for users to reset or remove Multi-Factor Authentication (MFA) from their profile settings. * Enabled administrators to reset MFA for other users. * Improved the "Expense Event" selection in received invoices to display both account codes and names. * Updated the default visibility of items within the Sales Order table. * Implemented general security enhancements to better protect system information. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-05-22 ### Changelog * **Required Production Tags:** Added the ability to use and view tags within the Required Production module. * **External Services Calculations:** Updated the way material totals and profit margins are calculated for external services to ensure accuracy. * **Improved Partner Selection:** Enhanced the display and labeling of partner information when selecting them in forms. * **Sales Order Fixes:** Resolved an issue where copying a partner in sales orders failed to include all of their information. * **Product Table Fix:** Fixed a display bug where columns in the quality control recalibration table were not working correctly. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-05-25 * Added clear instructions during the two-step verification login process to guide users to their authenticator app. * Fixed an issue where the data sorting in stock statistics PDF exports was incorrect. * Added the ability to include and group by specific Work Order items within stock transactions and adjustments. * Simplified the Product Documentation editor interface by streamlining how documents are displayed and selected. * Updated warehouse selection in stock adjustments to filter for more relevant locations. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-05-26 - Added clear instructions and prompts to the login page for users completing two-step verification (MFA). - Fixed an issue where the column order was incorrect when exporting stock statistics to PDF. - Added the ability to link stock adjustments to specific work order items. - Updated stock transaction tables to allow grouping and filtering by individual work order items. - Refined the list of available warehouse locations in stock adjustment forms to focus on relevant waste locations. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-05-29 * Added a new "Related Purchase Orders" section to the detail pages for Opportunities, Quotes, and Sales Orders. * Improved Lead management by automatically carrying over address information when creating new contacts and adding warnings for missing email addresses. * Enhanced the Task creation window with better search filters for assigning users and clearer labels for dates and descriptions. * Updated the Quote summary view to show more detailed shipping and billing address information, including company names. * Fixed an issue where work order items failed to load when updating shipment dates in the production module. * Improved the Engraving page by making the table scrollable for easier navigation. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-06-02 * **External Services Enhancements:** Added the ability to link related services together as "Parent" and "Child" items, including a new "System Total" view that shows a cost breakdown of all linked components. * **Redesigned User Profile:** Updated the profile page with a new sidebar for easier navigation between settings, notifications, and work equipment, plus a new section to view your recent login history. * **Improved Printing Options:** Added a print menu to Serial number pages, allowing you to quickly print default documents or warranty information. * **Expanded Search & Comparison:** Added a "Service / Calibration" status filter to Customs Imports and a new option to include specific materials when comparing Bills of Materials (BOM). * **Excel Export Fix:** Resolved an issue where exporting stock and movement reports to Excel would occasionally fail with an "unauthorized" error. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-06-03 - Improved scrolling behavior for tables, specifically on the Engraving page. - Fixed an issue where table content could be cut off by enabling horizontal scrolling in detail views. - Improved the reliability of saving task reservations. * Improved update notifications with a new button to quickly load the latest version. * Delivery date change notifications now include both the original and the new expected dates. * Added business partner selection to additional product-related forms. * Barcode labels now display warehouse location information for items in the production flow. * Added sound notifications to alert users when an AGV (Automated Guided Vehicle) arrives. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-06-05 Here are the updates for this version: * **Enhanced CRM Dashboard:** Added several new widgets to track sales targets, campaign performance, and account hierarchies, providing a more detailed overview of your sales pipeline. * **Improved Address Selection:** The address selector now includes department-specific addresses and features clear icons to distinguish between billing, shipping, and primary locations. * **Streamlined Document Handling:** Redesigned the preview interface for invoices and delivery notes, now allowing you to send these documents via email directly from the preview screen. * **Expanded Voice Notes:** Added voice recording support to more note fields and expanded language support to include Swedish and Norwegian. * **Real-Time Data Updates:** Quotes and Sales Order pages now refresh automatically when data is changed by other users or systems, ensuring you always see the most current information. - Removed the automatic document preview when clicking on a row in the shipping documents list. - Added the ability to link directly to specific sections within your User Profile (such as Notifications, Settings, or Integrations). * Fixed a bug in product types where the "Use in profitability" setting was incorrectly linked to material costs. * Added a new "Book" button to the goods write-offs page, allowing users to finalize documents directly. * Updated the calibration task view to display both the "Short Name" and full "Name" for products. * Improved the way error notifications are displayed when a data export fails. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-06-08 Here are the updates for version 1.687.0: * **New Signature Section**: You can now add, edit, and delete signatures (including name, department, and work position) on Invoices, Delivery Notes, and Shipping Lists. * **Improved Stock Export**: The Excel export on the Stock page now runs as a background task, providing a smoother experience when downloading large reports. * **Expanded Cost Center Support**: Added a new "Cost Center DW3.0" field to Fixed Assets, Warehouse Locations, and the Promo Request page for better tracking. * **Automated Transfer Details**: When transferring fixed assets, the system now automatically suggests and displays the relevant cost centers based on the destination warehouse. * **Table and Label Fixes**: Improved table reliability by preventing column widths from resetting during filtering, and updated various labels (such as "Children total") for better clarity. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # 2026-06-11 Here are the latest updates to the ERP system: * **Fixed Assets:** Added a new "Cost Center DW3" column to the table view for better tracking. * **Invoices Received:** Improved the accuracy of invoice items by ensuring tax rates and values update automatically when changing accounts or categories. * **Signatures:** You can now categorize signatures by "Type," specifically distinguishing between "Default" and "Logistics" signatures. * **Stock Exports:** Added a notification to confirm when an Excel export is being sent to your email instead of downloading directly. * **Form Notifications:** Updated error messages to appear as clear pop-up alerts, making it easier to see which fields need correction before saving. --- ⚠️ *This description was automatically generated from the git diff. Please review and edit the text before publishing.* # Release notes API