Enhancements

Dispatch

• Added color coding to the Work Complete tab to help users distinguish documents that include parts or labor ready to be imported.

Purchase Order

• Updated the PO Header information to group related settings more clearly.
• Added quick access to the PO Export function from the PO detail page.
• Added a Default button that populates PO information automatically, reducing the need for users to enter default values manually.
  • Populates the Branch, Department, and Branch Limit selectors with the user's default Branch and Department when those fields are empty.
• Users can now add a part from the Part tab by pressing Enter.
• Added the Vendor Email Address to the Internal and Vendor reports.
• Users can now view received items in each nested tab: Misc, Equipment, and Parts.

Check Format

• Updated the Pay To parameter with a new Width setting so users can customize the width of the Pay To value when managing long Pay to Names.

Invoicing

• Added credit check validation to the Close Invoice function to handle cases where the customer being invoiced was flagged as Credit Hold after the Work Order was opened.  
• Updated WIP Misc posting to the GL so the Misc Description is no longer written to the Control # parameter.
• Quote attachments can now be transferred to the destination work order when using the Quote to Order or Quote to Existing Order functions.

Automated AR Statement

• Updated automated AR Statement logic to exclude blank statements.

Branch

• Added a new Show Split Sales Tax Rates setting under the Tax Setup tab to control how absolute tax percentages display in the Invoice Report.

Invoice Design Option

• Added a new section in the Totals tab to manage absolute tax percentage summarization in the Invoice Report. When this setting is enabled and the Branch used on the document is configured not to show split sales tax, users will see the sum of all rates from all Absolute Tax Codes used on the document.

Journal Entry

• Improved the Reverse Journal function to avoid timeouts when handling a large number of details.

Avalara

• Improved Avalara connection logging to provide better diagnostic information when troubleshooting connection issues.

Users

• Added the ability to set the warehouses an Evolution user can access and select the user's default warehouse.  Previously this only worked for Technician User Type.  

Reports

• Improved the loading performance of the Parts Sales Ranking by Date Range report under the Parts group to address CPU spikes when running the report.
• Applied font standardization and footer updates across many reports in the Reports section.

Plaid

• Updated financial institution connections to support banking institutions in the United States and other Plaid-supported countries.

Check In

• The Check In module is now available without requiring the Trailer flag.

Activity

• Created a new Rental Reservation activity trigger to manage rental reservations from the Customer Portal.

Issues Resolved

Invoicing

• Resolved an incorrect message shown to users without Equipment Setup permission when they tried to access the Service 1 tab.
• Fixed an issue on the Invoicing search page where the Search button did not retrieve open orders or quotes.

Print Final Invoice

• Fixed a notification issue that occurred when users ran the Print Final Invoice process.

Reports

• Fixed the WIP - Quotes, Branch, Dept report under the Service group, which was displaying duplicate quotes.
• Fixed an issue in the Parts List By Warehouse report under the Parts group where the Part Group selector did not display all values.
• Fixed an issue in Self Service Query where calculated columns were not calculated correctly.