June 2.0

This is a Custom Release. Feature availability depends on configuration and rollout status. Some features listed above may not be visible in your environment if they are part of a staged or custom deployment. Please contact your support representative to confirm enablement.

Enhanced Default Search Type Selection for Pick Task Assignment

Overview

A new enhancement has been introduced to allow users to configure default Search Type selections for the Pick Task Assignment page through WMS User Settings. Once configured, the selected search type is automatically pre-populated whenever the Pick Task Assignment page is opened, eliminating the need for users to repeatedly select their preferred search mode.

Key Enhancements

• Added support to configure default Search Type values in WMS > User Settings.
• The selected search type is automatically applied when opening the Pick Task Assignment page.
• Supports all available search types, including:

  • Pick By Wave
  • Replenishments
  • Case Picks
  • Each Pick
  • Waiting For Replenishment
  • Manufacturing

How It Works

1. Navigate to WMS -> User Settings.
2. Under Pick Task Assignment Defaults, select the desired default Search Type.
3. Click Update Setting to save the configuration

1. Open the Pick Task Assignment page. The configured search type, Each Pick, is automatically selected, and its corresponding tasks are displayed by default.

1. Go to the Wave Centre in ERP and double-click the required wave to open the Wave subform. Then, click the Search icon under the Action column for the corresponding Order#.

1. The Wave Line Allocation window opens, where you can view the Pick Type for the corresponding task.

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App Config: Use Signed Invoice For Email Queue

Overview

This enhancement introduces a new application configuration that allows the system to automatically attach the most recently signed invoice when an invoice is manually added to the Email Queue. If no signed invoice is available, the system attaches the standard invoice document instead.

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Configuration Details

App Config Name: Use Signed Invoice For Email Queue

Configuration Location: Menu → App Config → General → Use Signed Invoice For Email Queue

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Functionality

When App Config Is Enabled

• If a signed invoice exists for the selected invoice, the system attaches the most recently signed invoice document to the Email Queue.
• If no signed invoice exists, the system automatically attaches the standard invoice document.

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When App Config Is Disabled

• The system always attaches the standard invoice document when the invoice is manually added to the Email Queue, regardless of whether a signed invoice exists.

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How It Works

1. Navigate to Menu → App Config → General and enable the Use Signed Invoice For Email Queue app configuration.

1. Navigate to Menu → Sales → Invoice and create an invoice.

1. Go to Menu → Sales → Invoice Centre and select the recently created invoice. Click the header-level Options menu and select Print.

1. In the Select Reporting Template popup, select the document template and enable the Capture Signature toggle. Click on the Capture Signature option.

1. Enter the signer's name, capture the signature, and click Save.

1. Open the invoice. The signed invoice is visible under the Signed Invoice(s) tab and includes the signed report.

1. From the header-level Options menu, select Add to Email Queue.

1. Select the required document template and email template, configure the recipient details if required, and click Preview & Send.

1. The invoice is added to the Email Queue in the Email Centre. Send the selected invoice.

If a signed invoice exists, the system attaches the signed invoice to the email. Otherwise, it attaches the standard invoice document.

This enhancement is applicable only when invoices are manually added to the Email Queue using the Add to Email Queue option. It does not affect invoices sent through any automated email processes.