06/19/2024 v2024.09

 We are listening!  Items with this label are a result of your suggestions in uInnovate.  Please continue to share and support those ideas that help your business.

  We recommend reading these and understanding the impact prior to updating.  These features may require adjustments to security or configuration and may have implications for your operations or current workflows.

POR Pay:  POR Pay is being released for customers using Elite with one of our preferred processors. We are actively enabling customers on a rolling basis so that they can access additional functionality like discounted rates from Visa/Mastercard, payments in the Consumer Portal and Quicklink, and ACH. No action is needed for POR Pay enablement. Please reach out to POR if you are interested in accepting ACH.

Ready Tags:  *waves paper tags in the air* Hey!  You there.  Want to be able to see the ready tag status of an item without having to walk out into the yard?  Of course you do.  Luckily for you, we locked a project manager and a handful of developers in a room with snack-size bags of Doritos and a hamster water dispenser until they figured it out.  In the Options tab of a header record for true serialized inventory (non-bulk), there is a drop-down that will stipulate whether an item is ‘Ready,’ ‘Not Ready,’ or not considered when a serialized item is returned.  All units in a status of ‘Not Ready’ are then available in the ‘Ready Tag’ section of POR One to be easily managed by your shop staff.  Once they are put into a status of ‘Ready’ that will update the item status in Elite and allow it to fall back through the status library to become ‘Available’, ‘Reserved’, etc.  There is additional functionality that allows for the change of the status from within Elite and how it interacts with availability delay contracts.  For more information, see our article Ready Tags.

Images from POR One: Serialized items were showing images from POR One from all of the serialized items associated with their header in their attachments, making it very hard to identify the valid images for an item. We updated this so that now only the serialized unit’s images from POR One will appear in its attachments.

Sage 300 Purchase Order Export: A new export format for posting purchase orders to Sage 300 has been added in the export drop-down format selection in Account Numbers. For more information, see our article Account Numbers - Chart of Accounts.

POR One

These are updates for Elite users utilizing the POR One app.

Assigned Work Orders - If you assign Work Orders to your maintenance and technicians, they can now see their Work Orders easily on POR One. There are now three tabs on the Work Orders page: Recent, Assignments, and Search. All Work Orders shown to a user in the Assignments tab are Work Orders that have been assigned to them. 

Item Images - POR One will now show the images you have saved to inventory items on the Inventory Details pages. These are separate from the condition photos and will allow you to quickly identify any items if you aren’t already familiar with them. 

Select Serialized Search - When drivers are serializing items from a task checklist, they can now search for those items using all of the same fields supported on the Inventory Search page (Name, Key, Serial, Barcode, Alias, and Item number) 

Showing more related records - When referencing related records, like a Customer’s Contracts, POR One will now only show a “show more” button if there are more than 10 records (page limit). 

uLearn and Support Feedback Form - The form to submit a request for support has been updated and now includes the link to uLearn. This will enable your team to get better support from our team or even find answered questions in our knowledge base, uLearn. 

Clearing Filters - To reduce clicks, when you clear filters you won’t have to click Apply. 

Memory Lane Monday

This is a fun corner where we republish release notes from previous sprints you may have forgotten about.

Inspection App: Yes or No questions can be good, but what if you are asking someone to confirm a negative? “There is no damage to the tires” Some folks may get a bit confused and want to answer that question NO. And, many manufacturers use Pass/Fail in their documentation. So we added a Pass/Fail option to add more flexibility to the App.

uInvoice Verify Variance: For various reasons, the invoice that is received from a vendor may not exactly match the purchase order that has been entered. Often, the person reconciling the invoice may be limited in their ability to modify purchase orders over a certain amount. By assigning a variance, they are allowed to modify a purchase order by either a percentage or a whole dollar amount independent of their max po amount. Variance is only applicable on closed purchase orders.