{"id":22988557,"date":"2025-08-06T05:30:06","date_gmt":"2025-08-06T09:30:06","guid":{"rendered":"https:\/\/www.erpsuccesspartners.com\/?page_id=22988557"},"modified":"2026-04-24T11:35:18","modified_gmt":"2026-04-24T15:35:18","slug":"cfi-suite-2025-1-release-notes","status":"publish","type":"page","link":"https:\/\/www.erpsuccesspartners.com\/fr\/news\/cfi-suite-release-upgrades\/cfi-suite-2025-1-release-notes\/","title":{"rendered":"CFI Suite\u2122 2025.1 Notes de mise \u00e0 jour"},"content":{"rendered":"\n[et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.0&#8243; background_color=&#8221;#F8FBFE&#8221; background_enable_image=&#8221;off&#8221; parallax=&#8221;on&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; custom_padding=&#8221;0px|0px|0px|0px|true|true&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; 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custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||39px|34px|false|false&#8221; custom_css_main_element=&#8221;font-weight: 800;&#8221; global_colors_info=&#8221;{}&#8221;]<h1><strong>CFI Suite\u2122 2025.1 Release Notes<\/strong><\/h1>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/CFI-Suite-2025-web-page.webp&#8221; alt=&#8221;avanto-case-study&#8221; title_text=&#8221;CFI Suite 2025.1 Release Notes&#8221; show_bottom_space=&#8221;off&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; width=&#8221;81%&#8221; custom_margin=&#8221;14px||14px|40px|true&#8221; custom_margin_tablet=&#8221;-5%|9%|7%|9%||true&#8221; custom_margin_phone=&#8221;-11%|10%|11.4%|10%|false|true&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;17px||17px||true|&#8221; 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custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.27.4&#8243; custom_padding=&#8221;2vh|2vh|13px|2vh|false|true&#8221; custom_padding_tablet=&#8221;0px|0vh|13px|0vh|false|true&#8221; custom_padding_phone=&#8221;0px|0vh|13px|0vh|false|true&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text module_id=&#8221;important&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h1>Important Notes<\/h1>\n<p>The 2025.1 enhancements and changes listed in this document may not be available to all customers until their upgrade are finalized. Your access to these features and applications is subject to the terms of service in your NetSuite contract and ERP Success Partners contract. Some features may require extra purchase.<\/p>[\/et_pb_text][et_pb_text module_id=&#8221;statement-of-confidentiality&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h1><strong>Statement of Confidentiality<\/strong><\/h1>\n<p>This document contains proprietary and confidential information of ERP Success Partners Inc., provided for the sole purpose of permitting the recipient to assess the information regarding the use of CFI SuiteTM and its related matters. In consideration of receipt of this document, the recipient agrees to maintain such information strictly confidential and is not to reproduce or otherwise disclose or distribute this information to any person outside of the group directly responsible for evaluation of its contents, without the express written permission of ERP Success Partners Inc. Use or disclosure of this document in whole or in part for purposes other than the pursuit of a business relationship with ERP Success Partners Inc. is expressly forbidden. Any recipient of this document who is unwilling to agree to these restrictions should return this document and other documents sent in addendum being the proprietary of ERP Success Partners Inc. attached electronically or part of the appendices without reviewing the contents or making further distribution. Review of this document shall constitute agreement to the restrictions stated above.<\/p>[\/et_pb_text][et_pb_text module_id=&#8221;product-version-list&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;6vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h1><span style=\"font-size: 26px;\">Product Version List<\/span><\/h1>\n<table border=\"1\" style=\"border-collapse: collapse; width: 100%; height: 360px;\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>Individual SuiteApp Name<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\"><strong>Latest Version Number<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Order Adjustments<\/td>\n<td style=\"width: 50%; height: 24px;\">2.4.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Change Orders<\/td>\n<td style=\"width: 50%; height: 24px;\">2.6.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Line Import Tool<\/td>\n<td style=\"width: 50%; height: 24px;\">3.5.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Project Insights<\/td>\n<td style=\"width: 50%; height: 24px;\">1.9.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Multi Line Edit Tool<\/td>\n<td style=\"width: 50%; height: 24px;\">1.4.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">PO Breakout<\/td>\n<td style=\"width: 50%; height: 24px;\">1.4.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Auto Acknowledgement<\/td>\n<td style=\"width: 50%; height: 24px;\">1.2.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Manufacturer Connector<\/td>\n<td style=\"width: 50%; height: 24px;\">1.5.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Teknion Connector<\/td>\n<td style=\"width: 50%; height: 24px;\">1.1.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Request for Information<\/td>\n<td style=\"width: 50%; height: 24px;\">2.4.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Haworth Connector<\/td>\n<td style=\"width: 50%; height: 24px;\">2.2.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">PDF Builder<\/td>\n<td style=\"width: 50%; height: 24px;\">0.5.4<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Direct Billing<\/td>\n<td style=\"width: 50%; height: 24px;\">2.0.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">CFI Dashboards and Roles<\/td>\n<td style=\"width: 50%; height: 24px;\">1.0.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em><strong>Important Notice:<\/strong><\/em> This document covers the release information relevant to CFI Suite\u2122 only. More information regarding the features released by the platform can be found <a href=\"https:\/\/docs.oracle.com\/en\/cloud\/saas\/netsuite\/ns-online-help\/toc.htm#NetSuite-2024.2-Release-Notes\">here<\/a>. All customers should be upgraded to NetSuite 2025.1 before being upgraded to CFI Suite\u2122 2025.1 to ensure a seamless upgrade transition.<\/p>[\/et_pb_text][et_pb_text module_id=&#8221;new-apps&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;5vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h1><span style=\"font-size: 26px;\">1.0 New Apps<\/span><\/h1>[\/et_pb_text][et_pb_text module_id=&#8221;cfi-roles&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||22px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>1.1 CFI Dashboards and Roles<\/strong><\/h2>\n<p>CFI Suite has introduced a standard set of industry specific Dashboards, Reports and Roles within the application. This provides a faster way to implement user specific dashboard and reports.<\/p>\n<p><strong><em>Note: This application is not deployed to any existing customer accounts and is only for new customer accounts, development accounts, and demo accounts.<\/em><\/strong><\/p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||22px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p><em><\/em><\/p>\n<h3><strong>1.1.1 Roles<\/strong><\/h3>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul class=\"ul1\">\n<li class=\"li2\">CFI &#8211; A\/P Analyst<\/li>\n<li class=\"li2\">CFI &#8211; A\/R Analyst<\/li>\n<li class=\"li2\">CFI &#8211; Controller\/CFO<\/li>\n<li class=\"li2\">CFI &#8211; Designer<\/li>\n<li class=\"li2\">CFI \u2013 Executive\/CEO<\/li>\n<li class=\"li2\">CFI \u2013 Operations<\/li>\n<li class=\"li2\">CFI \u2013 Procurement<\/li>\n<li class=\"li2\">CFI \u2013 Sales Leadership\/ Sales Manager<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><strong><\/strong><\/h3>\n<h3><strong>1.1.2 Dashboards<\/strong><\/h3>\n<p>The <strong>CFI Dashboard<\/strong> provides a comprehensive and real-time view of key operational and project-related data tailored for the Contract Furniture Industry. Designed as a central command center for internal teams and stakeholders, the dashboard consolidates multiple data streams to support informed decision-making across the entire project lifecycle.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.1.2-CFI-Dashboard-1.png&#8221; alt=&#8221;Advanced Receiving 4&#8243; title_text=&#8221;1.1.2 CFI Dashboard&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.1.2-CFI-Dashboard-2.png&#8221; alt=&#8221;Advanced Receiving 4&#8243; title_text=&#8221;1.1.2 CFI Dashboard 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.1.2-CFI-Dashboard-3.png&#8221; alt=&#8221;Advanced Receiving 4&#8243; title_text=&#8221;1.1.2 CFI Dashboard 3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;labor-quote&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||22px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>1.1.3 CFI Suite Centre Tab<\/strong><\/h3>\n<p>The CFI Suite Centre Tab serves as a centralized hub for all CFI Suite applications and their corresponding setup links. Accessing the CFI Suite tab displays navigation links to the various SuiteApps, streamlining user access and configuration.<\/p>\n<ul class=\"ul1\"><\/ul>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.1.3-CFI-Suite-Centre-Tab.png&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.1.3 CFI Suite Centre Tab&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;36%&#8221; width_tablet=&#8221;36%&#8221; width_phone=&#8221;36%&#8221; width_last_edited=&#8221;on|desktop&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;field-ops-pro&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||22px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>1.2 Field Ops Pro<\/strong><\/h2>\n<p><span>Field Ops Pro is a comprehensive Field Service and Project Management solution designed to enhance visibility, improve efficiency, and minimize operational overhead within NetSuite. From streamlined scheduling and task dispatching to real-time mobile access, it equips project managers and field technicians with greater control and oversight of their work orders.<\/span><\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/01\/Screenshot-2025-01-06-at-4.47.12\u202fPM.png&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.12\u202fPM&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/01\/Screenshot-2025-01-06-at-4.47.05\u202fPM.png&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p><strong>Key Features:<\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Scheduler<\/li>\n<li>Work Order Management<\/li>\n<li>Work Order Events<\/li>\n<li>Time Tracking<\/li>\n<li>Resource Management<\/li>\n<li>Site Project Management<\/li>\n<li>Floor Plan Tags<\/li>\n<li>Punch Lists<\/li>\n<li>Checklist<\/li>\n<li>Capture Signatures and Photos<\/li>\n<li>Document Management<\/li>\n<li>Change Order and Quote Requests<\/li>\n<li>Business Intelligence and Reporting<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>The application comes with its mobile support on tablet and phone that provides the ability for the field team to see the following:<\/p>\n<ul>\n<li><strong>Work Order Events<\/strong><\/li>\n<\/ul>\n<p>The Work Order Events feature is now available in the Field Ops Pro mobile application, providing field technicians with enhanced visibility into the sequence of activities associated with each assigned Work Order.<\/p>\n<p>This addition enables users to access a comprehensive timeline of key events\u2014such as status updates, task completions, and relevant communications\u2014directly within the mobile interface.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-1.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Punch and Floor Plan Tags<\/strong><\/li>\n<\/ul>\n<p>The latest Field Ops Pro update introduces full support for Punch and Floor Plan Tags, further strengthening our mobile-first field service capabilities.<\/p>\n<p>With this functionality, users can now view and interact with tagged punch items directly within their Floor Plan interface. This integration allows field technicians to easily locate, identify, and address punch list items in relation to their physical layout on-site.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-2.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Project Plan and Tasks<\/strong><\/li>\n<\/ul>\n<p>This capability allows users to view the overarching Project Plan and its corresponding Tasks directly within the Field Ops Pro interface. By offering a clear breakdown of milestones, deliverables, and dependencies, field users and project stakeholders can stay aligned from planning through to completion.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-3.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Quote Requests<\/strong><\/li>\n<\/ul>\n<p>Field Ops Pro now enables field teams to create and submit Quote Requests for additional products directly from the mobile application. This enhancement empowers teams to capture on-site requirements in real time and instantly route requests to NetSuite for processing.<\/p>\n<p>By streamlining the submission process, this feature reduces delays, improves accuracy, and ensures timely quoting for project add-ons.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-4.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Change Order Requests<\/strong><\/li>\n<\/ul>\n<p>Field Ops Pro supports the creation of Change Order Requests directly from the mobile application, allowing field teams to initiate scope adjustments and pricing updates in real time.<\/p>\n<p>This capability enables users to generate requests on-site and seamlessly transmit them to NetSuite\u2014streamlining workflows and significantly reducing turnaround times for critical project changes.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-5.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Install Checklist<\/strong><\/li>\n<\/ul>\n<p>This feature allows field technicians to complete structured checklists during installation and site visits directly from the mobile application. Once submitted, all checklist responses are automatically transmitted to NetSuite, ensuring seamless documentation and centralized visibility for project stakeholders.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-6.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 6&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Site Checklist<\/strong><\/li>\n<\/ul>\n<p>Like the Install Checklist, this feature allows field technicians to complete structured checklists during site visits directly from the mobile application. Once submitted, all responses are automatically transmitted to NetSuite, ensuring seamless documentation and centralized visibility for project stakeholders.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-7.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 7&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Time Tracking<\/strong><\/li>\n<\/ul>\n<p>Enables field personnel to accurately log their time while on route to a site and during on-site work activities\u2014all from within the mobile application.<\/p>\n<p>This feature provides crews with a streamlined method to capture time entries as part of their daily workflow. Once submitted, all time data is seamlessly transmitted to NetSuite as a time entry record.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-8.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 8&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||2.6%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>\u00a0Dashboards and Reports<\/strong><\/li>\n<\/ul>\n<p>This enhancement delivers intuitive dashboards designed to support data-driven decision-making and improved project oversight. Users can monitor key field metrics such as events scheduled for the day, completed events without recorded time, and events flagged with punch items\u2014all presented in a clear, actionable format directly within the Field Ops Pro interface.<\/p>\n<p>All data is fully integrated with NetSuite, ensuring consistency, accuracy, and alignment across both field and back-office systems.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/1.2-Field-Ops-Pro-9.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.05\u202fPM&#8221; title_text=&#8221;1.2 Field Ops Pro 9&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||1px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;cfi-app-updates&#8221; _builder_version=&#8221;4.27.0&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;6vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h1><span style=\"font-size: 26px;\">2.0 CFI Suite\u2122 App Updates<\/span><\/h1>[\/et_pb_text][et_pb_text module_id=&#8221;project-insight&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.1 Project Insight<\/strong><\/h2>\n<h3><strong>2.1.1 PI supports Opportunity<\/strong><\/h3>\n<p>New feature on PI to support Opportunity in PI calculation. PI Setup Page contains a field, where user can select transaction types, PI will start from.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.1-PI-Support-Opportunity.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;2.1.1 PI Support Opportunity&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>As observed on the image below, the Opportunity record now has Project Insight field present.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.1-PI-Support-Opportunity-2.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;2.1.1 PI Support Opportunity 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.1-PI-Support-Opportunity-3.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;2.1.1 PI Support Opportunity 3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>Viewing the <strong>Project Insight<\/strong> record displays the linked <strong>Opportunity<\/strong> under the <strong>Transactions<\/strong> sublist.<\/p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.1.2 Overhead Fee by Subsidiary<\/strong><\/h3>\n<p>The new subtab on PI Setup Page allows users to specify the Overhead Fee for specific subsidiaries.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.2-Overhead-fee-by-subsidiary.webp&#8221; alt=&#8221;Project Insight 2&#8243; title_text=&#8221;2.1.2 Overhead fee by subsidiary&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.1.3 Ability to use Quotes as a basis for Budget<\/strong><\/h3>\n<p>A new option has been added to the PI Setup page that allows budget numbers to be consistently sourced from the Quote.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.3-Ability-to-use-Quotes-as-a-basis-for-Budget.webp&#8221; alt=&#8221;Project insight 3&#8243; title_text=&#8221;2.1.3 Ability to use Quotes as a basis for Budget&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.1.4 Configurable PI Type and PI Financial Summary categories<\/strong><\/h3>\n<p>Users can now modify existing PI Types or create custom ones directly within their NetSuite account.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.4-Configurable-PI-Type-and-PI-Financial-Summary-categories.webp&#8221; alt=&#8221;Project insight 4&#8243; title_text=&#8221;2.1.4 Configurable PI Type and PI Financial Summary categories&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;3vh||2.5%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>New Project Insight item types can now be assigned to items and will also be displayed in the PI Summary tables as observed on the image below.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.4-Configurable-PI-Type-and-PI-Financial-Summary-categories-2.webp&#8221; alt=&#8221;Project insight 5&#8243; title_text=&#8221;2.1.4 Configurable PI Type and PI Financial Summary categories 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.4-Configurable-PI-Type-and-PI-Financial-Summary-categories-3.webp&#8221; alt=&#8221;Project insight 5&#8243; title_text=&#8221;2.1.4 Configurable PI Type and PI Financial Summary categories 3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.4-Configurable-PI-Type-and-PI-Financial-Summary-categories-4.webp&#8221; alt=&#8221;Project insight 5&#8243; title_text=&#8221;2.1.4 Configurable PI Type and PI Financial Summary categories 4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;3vh||0.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.1.5 Role Based Buttons and Tabs<\/strong><\/h3>\n<p>A new feature allows PI buttons and subtabs to be displayed only to specific roles.<\/p>\n<ul>\n<li>A <strong>new &#8220;Permissions&#8221; subtab<\/strong> has been added to the Project Insight Setup page.<\/li>\n<li>Under this subtab, two new field groups are available:\n<ul>\n<li><strong>&#8220;Buttons&#8221;<\/strong> \u2013 enables users to define role-based access for each PI button.<\/li>\n<li><strong>&#8220;Subtabs&#8221;<\/strong> \u2013 allows users to set role restrictions for each PI subtab.<strong><\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.1.5-Role-Based-Buttons-and-Tabs.webp&#8221; alt=&#8221;Project insight 5&#8243; title_text=&#8221;2.1.5 Role Based Buttons and Tabs&#8221; force_fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;mlet&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.2 Multi Line Edit Tool<\/strong><\/h2>\n<h3><strong>2.2.1 Feasability on Adding Lines<\/strong><\/h3>\n<p><span>Users can now add, insert, and copy lines in MLET, enhancing overall usability and flexibility.<\/span><\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.1-MLET-Feasability-on-Adding-Lines.webp&#8221; alt=&#8221;MLET 1&#8243; title_text=&#8221;2.2.1 MLET Feasability on Adding Lines&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.1-MLET-Feasability-on-Adding-Lines-2.webp&#8221; alt=&#8221;MLET 1&#8243; title_text=&#8221;2.2.1 MLET Feasability on Adding Lines 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.2.2 Editable Options on individual rows<\/strong><\/h3>\n<p>A new feature flag is available to activate a user-friendly interface for managing item Option Codes and Descriptions. This update allows users to seamlessly add new options or remove existing ones, improving configuration flexibility.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.2-Editable-Options-on-individual-rows.webp&#8221; alt=&#8221;MLET 1&#8243; title_text=&#8221;2.2.2 Editable Options on individual rows&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.2-Editable-Options-on-individual-rows-2.webp&#8221; alt=&#8221;MLET 2&#8243; title_text=&#8221;2.2.2 Editable Options on individual rows 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.2.3 Opportunity support<\/strong><\/h3>\n<p><span>MLET now supports the Opportunity record type, allowing users to update the item sublist using MLET.<\/span><\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.2-Editable-Options-on-individual-rows-3.webp&#8221; alt=&#8221;MLET 2&#8243; title_text=&#8221;2.2.2 Editable Options on individual rows 3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.2-Editable-Options-on-individual-rows-4.webp&#8221; alt=&#8221;MLET 2&#8243; title_text=&#8221;2.2.2 Editable Options on individual rows 4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.2.4 New modifiers to have Sell as constant<\/strong><\/h3>\n<p><span>Two new modifiers are now available in MLET to enhance item-level cost adjustments:<\/span><\/p>\n<ul>\n<li><strong><span>Change Unit Cost by Percentage from Unit Sell (%):<\/span><\/strong><span> Allows users to adjust unit cost based on a specified percentage of the unit sell price.<\/span><\/li>\n<li><strong><span>Change Unit Cost by Dollar Amount ($):<\/span><\/strong><span> Enables direct modification of unit cost by entering a fixed dollar value.<\/span><\/li>\n<\/ul>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.2-Editable-Options-on-individual-rows-5.webp&#8221; alt=&#8221;MLET 2&#8243; title_text=&#8221;2.2.2 Editable Options on individual rows 5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.2.5 New Total columns<\/strong><\/h3>\n<p><strong><span>2.2.5.1 UI Enhancement:<\/span><\/strong><span><br \/>Users can now view the following total summary columns in MLET for improved visibility and decision-making:<\/span><\/p>\n<ul>\n<li><strong><span>Total List<\/span><\/strong><\/li>\n<li><strong><span>Total Sell<\/span><\/strong><\/li>\n<li><strong><span>Total Cost<\/span><\/strong><\/li>\n<li><strong><span>Margin<\/span><\/strong><\/li>\n<li><strong><span>Gross Profit % (GP%)<\/span><\/strong><\/li>\n<\/ul>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.5-New-Total-columns-1.webp&#8221; alt=&#8221;MLET 2&#8243; title_text=&#8221;2.2.5 New Total columns 1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.2.6 &#8216;Delete rows&#8217; buttons new position\u00a0<\/strong><\/h3>\n<p><span>The Mark for Delete buttons have been repositioned to the right side of the interface to reduce the risk of accidental clicks and improve overall usability.<\/span><\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.6-\u2018Delete-rows-buttons-new-position.webp&#8221; alt=&#8221;MLET 2&#8243; title_text=&#8221;2.2.6 \u2018Delete rows\u2019 buttons new position&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.2.7 Dynamic modifiers names<\/strong><\/h3>\n<p>Unit Sell and Unit Cost modifiers labels are now dynamic. They are sourced from its MLET column label.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.2.7-Dynamic-modifiers-names.webp&#8221; alt=&#8221;MLET 2&#8243; title_text=&#8221;2.2.7 Dynamic modifiers names&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.2.8 Select fields performance improvement<\/strong><\/h3>\n<p>An enhancement has been made to select fields in MLET \u2014 checkbox field filtering is now supported.<\/p>[\/et_pb_text][et_pb_text module_id=&#8221;po-break&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.3 Purchase Order (PO) Break Group<\/strong><\/h2>\n<p>Introducing additional features for the PO Break Group:<\/p>\n<h3><\/h3>\n<h3><strong>2.3.1 PO Generation Status Page<\/strong><\/h3>\n<p><span>Users can now monitor the current stage of the PO generation process through the new PO Generation Status page, which opens upon clicking the &#8216;Generate POs&#8217; button on a Sales Order.<\/span>\u00a0<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.3.1-PO-Generation-Status-Page.webp&#8221; alt=&#8221;PO Break 1&#8243; title_text=&#8221;2.3.1 PO Generation Status Page&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-2px|||&#8221; custom_padding=&#8221;21px|||||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.3.1-PO-Generation-Status-Page-2.webp&#8221; alt=&#8221;PO Break 1&#8243; title_text=&#8221;2.3.1 PO Generation Status Page 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-2px|||&#8221; custom_padding=&#8221;21px|||||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;auto-ack&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;7vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.4 Auto Acknowledgments<\/strong><\/h2>\n<h3><strong>2.4.1 Dynamic Mapping<\/strong><\/h3>\n<p><span>This gives the ability to dynamically map custom fields under the Discrepancy Mapping Page. This allows end users to use their own Custom Fields to compare it with the Acknowledgement information retrieved from respective Manufacturers.<\/span><\/p>\n<p><span>It also gives the ability to disable some fields to prevent the system from identifying the disabled fields as discrepancy.<\/span><\/p>\n<p><span><\/span><\/p>\n<h3><strong>2.4.2 Bulk Review Acknowledgement Page<\/strong><\/h3>\n<p><span>The Review All Acknowledgement Discrepancies Page lists all existing acknowledgement discrepancies. It provides readily available filters to narrow down the results, pagination section for easier navigation of the pages, and various action buttons that help the user clear filters, mark and unmark the lines. <\/span><\/p>\n<p><span>The Preview and Approve\/Reject button provides the user the opportunity to confirm the lines information prior to approving or rejecting the discrepancies.<\/span><\/p>\n<p>&nbsp;<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/Auto-Ack-1.png&#8221; alt=&#8221;Auto Ack 1&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;haworth-lynx&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.5 Haworth Lynx Connector<\/strong><\/h2>\n<h3 class=\"p1\"><strong><span class=\"s1\">2.5.1 Ability to send Wall orders<\/span><\/strong><span class=\"s1\"><\/span><\/h3>\n<p>The Haworth Connector is designed to seamlessly submit Wall product orders to the Lynx system by leveraging key identifiers such as the Group Code and Catalog Code. These fields act as essential reference points that categorize and accurately map the items being ordered, ensuring that data transmitted to Lynx aligns with Haworth\u2019s product configuration standards.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.5.1-Ability-to-send-Wall-orders-1.webp&#8221; alt=&#8221;Auto Ack 1&#8243; title_text=&#8221;2.5.1 Ability to send Wall orders&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;19px||18px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;teknion-connector&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;4vh||1.9%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.6 Teknion Connector<\/strong><\/h2>\n<h3><strong>2.6.1 Multi-Location Support<\/strong><\/h3>\n<p>The <em>Teknion Credentials<\/em> page now includes a multi-select <strong>Locations<\/strong> field, allowing users to specify which locations acknowledgements should be retrieved from. Additionally, a new validation has been implemented: only locations with a <strong>Teknion Dealer Code<\/strong> defined in their Location record will be available for selection in the multi-select field.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/Teknion-Connector-1.png&#8221; alt=&#8221;Teknion Connector 1&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.6.2 Partial Acknowledgements<\/strong><\/h3>\n<p><span>This feature allows the support for different acknowledgement numbers in a single Purchase Order.<\/span><\/p>[\/et_pb_text][et_pb_text module_id=&#8221;request-for-information&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||33px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.7 Request for Information<\/strong><\/h2>\n<h3><strong>2.7.1 RFI Records Carry Over to Quotes<\/strong><\/h3>\n<p>RFI Records created from Opportunity are now carried over to Quotes when the Opportunity is transformed.<\/p>\n<p><span><\/span><\/p>\n<h3><strong>2.7.2 Job Site Analysis (JSA) Record and Project Record Link<\/strong><\/h3>\n<p>A job site analysis can now be created through a project record. Under the Related Records tab -&gt; Job Site Analysis subtab, there is now a button called \u201c<em>New Job Site Analysis<\/em>\u201d. The creation of a new JSA automatically sets the client and project in the Job Site Analysis form.<\/p>\n<p>&nbsp;<\/p>\n<h3><strong>2.7.3 RFI and JSA Email Notifications when created<\/strong><\/h3>\n<p>When a new RFI or JSA record is created, the system sends a new email notification to the designer assigned to these records that a new RFI\/JSA has been created as well as the transaction from which the record was created. The Designer also has the option to go straight to the record from that email.<\/p>\n<p>&nbsp;<\/p>\n<h3><strong>2.7.4 RFI Custom Printing<\/strong><\/h3>\n<p>When viewing an RFI a \u201cPrint\u201d Button will be displayed on the RFI based on the Form of the RFI Record. The PDF Printout contents will be based on the form of the RFI when the user decides to generate a PDF Printout of the RFI.<\/p>[\/et_pb_text][et_pb_text module_id=&#8221;pdf-builder&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.8 PDF Builder<\/strong><\/h2>\n<h3><strong>2.8.1 New Template for PDF Builder<\/strong><\/h3>\n<p>The PDF template and layout have been updated to feature a more modern and streamlined interface. The new design offers improved spacing, allowing for better readability and support for additional columns.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/01\/PDF-Builder-new-template.png&#8221; alt=&#8221;PDF Builder new template&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.2 Change in Setup Page<\/strong><\/h3>\n<p><span>Improved layout on the PDF Setup Page by separating fields into categories to have a more user-friendly user interface.<br \/><\/span><\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/Pdf-Builder-2.png&#8221; alt=&#8221;Pdf Builder 2&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.3 Reprint Feature<\/strong><\/h3>\n<p>The <em>Reprint<\/em> feature, available on the setup page, can be enabled to notify users when a transaction has been previously printed. When reprinting, the PDF will display the label <em><strong>\u201cReprinted\u201d<\/strong><\/em> to clearly indicate that the document is not the original printout.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/01\/PDF-Builder-reprint-feature.png&#8221; alt=&#8221;PDF Builder reprint feature&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.4 Linking of Transaction by Field ID<\/strong><\/h3>\n<p>When a specific field contains an ID, all transactions of the same type sharing the same field value will be displayed on the <em>Layout Selection<\/em> page.<\/p>\n<ul>\n<li>If any of these related transactions are selected, <strong>all line items<\/strong> from the selected transactions will be included in the generated PDF.<\/li>\n<li>However, <strong>header fields<\/strong> will only be sourced from the transaction where the PDF generation button was clicked.<\/li>\n<\/ul>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-4.png&#8221; alt=&#8221;PDF Builder 4&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>As shown below the relation of transactions will appear based on the Field ID set on the setup page.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-5.png&#8221; alt=&#8221;PDF Builder 5&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.5 Header and Footer customizability<\/strong><\/h3>\n<p>Headers and footers can now be customized with options for <strong>alignment, font style, and font size<\/strong>, allowing for more flexible and consistent document formatting.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-6.png&#8221; alt=&#8221;PDF Builder 6&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||17px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>As shown below, the header can be customized by the user.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-7.png&#8221; alt=&#8221;PDF Builder 7&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>As shown below, the footer can be customized by the user.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-8.png&#8221; alt=&#8221;PDF Builder 8&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.6 Joined Records Support<\/strong><\/h3>\n<p><span>The footer section can now be fully customized based on user preferences\u2014allowing adjustments to content, alignment, font style, and font size.<\/span><\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-9.png&#8221; alt=&#8221;PDF Builder 9&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||15px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>Example: Customer Priority and Customer Phone are now dynamically sourced from the Customer record and displayed on the transaction PDF\u2014without requiring these fields to exist on the transaction record itself. This enhancement streamlines form design while ensuring critical customer information remains visible and accessible.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-10.png&#8221; alt=&#8221;PDF Builder 10&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.7 &#8220;Non-Editable&#8221; Fields Feature<\/strong><\/h3>\n<p>Any header or line-level fields marked as non-editable will be labeled as \u201c<em>Uneditable<\/em>\u201d on the setup page and will appear disabled on the layout selection page, preventing further modifications.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/PDF-Builder-12.png&#8221; alt=&#8221;PDF Builder 12&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||29px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.8 Editable Layout<\/strong><\/h3>\n<p>A new \u201cCustomize Template\u201d button is now available on the setup page. When clicked, it opens a popup that allows users to drag and drop field groups into designated areas to build a customized template layout.<\/p>\n<p>Once configured, users can choose to set their customized template as the default for PDF Builder.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/01\/PDF-Builder-template-customization.png&#8221; alt=&#8221;PDF Builder template customization&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.9 Deposit Field Mapping<\/strong><\/h3>\n<p>Now there are fields, where you can map the deposit and credit fields by placing the internal ID of the fields on the setup page.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.9.9-Deposit-Field-Mapping.webp&#8221; alt=&#8221;PDF Builder template customization&#8221; title_text=&#8221;2.9.9 Deposit Field Mapping&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.10 PDF Builder Access<\/strong><\/h3>\n<p>A new multi-select field has been added to the setup page, allowing administrators to specify which roles have access to the PDF Builder button on transactions.<\/p>\n<p>Only employees assigned to the selected roles will be able to view and use the button.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/07\/2.9.10-PDF-Builder-Access.webp&#8221; alt=&#8221;PDF Builder template customization&#8221; title_text=&#8221;2.9.10 PDF Builder Access&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.11 Grouping by sublist field<\/strong><\/h3>\n<p>Previously, grouping in PDFs was limited to a predefined grouping column. With this new release, users can now specify a sublist field on the setup page to group transaction lines by in the generated PDF, providing greater flexibility in how line items are organized and displayed.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.8.11-Grouping-by-sublist-field.webp&#8221; alt=&#8221;PDF Builder 12&#8243; title_text=&#8221;2.8.11 Grouping by sublist field&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||29px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.8.11-Grouping-by-sublist-field-2.webp&#8221; alt=&#8221;PDF Builder 12&#8243; title_text=&#8221;2.8.11 Grouping by sublist field 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||29px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.8.12 Custom Logo and Terms &amp; Conditions Support<\/strong><\/h3>\n<p>A new feature under the PDF Builder subtab allows users to upload a custom PDF logo and define custom Terms &amp; Conditions. Once created, these assets can be selected from the Layout Selection page, enabling greater branding and compliance flexibility in generated PDFs.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.8.12-Custom-Logo-and-Terms-Conditions-Support.webp&#8221; alt=&#8221;PDF Builder 12&#8243; title_text=&#8221;2.8.12 Custom Logo and Terms &#038; Conditions Support&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||29px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.8.12-Custom-Logo-and-Terms-Conditions-Support-2.webp&#8221; alt=&#8221;PDF Builder 12&#8243; title_text=&#8221;2.8.12 Custom Logo and Terms &#038; Conditions Support 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||29px|||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;line-import-tool&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.9 Line Import Tool<\/strong><\/h2>\n<h3><strong>2.9.1 File Storage for Imported Files<\/strong><\/h3>\n<p>Line Import Tool now supports storing imported <strong>SIF<\/strong>, <strong>CSV<\/strong>, and <strong>XML<\/strong> files directly in the <strong>NetSuite File Cabinet<\/strong>. This enhancement ensures easier <strong>reference<\/strong>, <strong>auditing<\/strong>, and <strong>traceability<\/strong> of imported data.<\/p>\n<h3><strong><\/strong><\/h3>\n<h3><strong><\/strong><\/h3>\n<h3><strong>2.9.2 Support for Record-Type-Specific Field Mappings<\/strong><\/h3>\n<p>Administrators can now define and manage unique field mappings for each NetSuite record type (e.g., Sales Order, Estimate, Purchase Order). This enhancement enables more precise control over data population and formatting across different transaction types.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.9.2-Support-for-Record-Type-Specific-Field-Mappings.webp&#8221; alt=&#8221;LIT 1&#8243; title_text=&#8221;2.9.2 Support for Record-Type-Specific Field Mappings&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.9.3 Additional Columns: Option Codes List and Option Description List<\/strong><\/h3>\n<p>New columns\u2014<strong>Option Codes<\/strong> List and <strong>Option Description<\/strong> List\u2014have been added to improve PDF readability. These values are now displayed vertically, making them easier to read and render within PDF templates.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.9.3-Additional-Columns-Option-Codes-List-and-Option-Description-List.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;2.9.3 Additional Columns Option Codes List and Option Description List&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;40%&#8221; width_tablet=&#8221;40%&#8221; width_phone=&#8221;40%&#8221; width_last_edited=&#8221;on|desktop&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;cfi-catalog&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||3.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.10 CFI Catalog<\/strong><\/h2>\n<p>Enables integration with the KISP CFI Catalog, allowing users to access the catalog directly from NetSuite and push selected items in real time to transaction line items.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.10-CFI-Catalog-1.png&#8221; alt=&#8221;LIT 1&#8243; title_text=&#8221;2.10 CFI Catalog 1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.10-CFI-Catalog-2.webp&#8221; alt=&#8221;LIT 1&#8243; title_text=&#8221;2.10 CFI Catalog 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;direct-billing&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||3.2%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.11 Direct Billing<\/strong><\/h2>\n<h3><strong>2.11.1 Simplified Direct Bill Column Fields<\/strong><\/h3>\n<p>The previous checkbox options for Direct Bill have been streamlined into a single dropdown field, simplifying user input and improving data consistency.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.11.1-Simplified-Direct-Bill-Column-Fields.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;2.11.1 Simplified Direct Bill Column Fields&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;40%&#8221; width_tablet=&#8221;40%&#8221; width_phone=&#8221;40%&#8221; width_last_edited=&#8221;on|desktop&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.11.2 User Experience Enhancement \u2013 Field Cleanup and Optimization<\/strong><\/h3>\n<p>As part of ongoing efforts to enhance the user experience and simplify vendor transaction configuration, we have streamlined the form by removing fields that have become redundant due to recent improvements in billing logic.<\/p>\n<ul>\n<li><strong><span>Removed Fields:<\/span><\/strong>\n<ul>\n<li><strong><span>Direct Bill Sell<\/span><\/strong><\/li>\n<li><strong><span>Include DSF<\/span><\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>These fields were removed to eliminate confusion and reduce field clutter. Their underlying functions have now been integrated into a more intuitive and consolidated logic, improving usability and ensuring better alignment with DSF processing behavior.<\/p>\n<p><strong>Retained Column Fields (with Enhancements):<\/strong><\/p>\n<ul>\n<li><strong>Direct Bill To<\/strong> <em>(now featuring updated selection options for improved flexibility)<\/em><\/li>\n<li><strong>Direct Bill Vendor<\/strong><\/li>\n<li><strong>Exclude From Direct Bill Discount<\/strong><\/li>\n<\/ul>\n<p>These fields have been retained to preserve essential billing configurations. Notably, <strong>Direct Bill To<\/strong> has been enhanced with additional options to provide greater control over billing destinations, ensuring accuracy across varied use cases.<\/p>\n<p>New <strong>Direct Bill To <\/strong>options:<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.11.2-User-Experience-Enhancement-\u2013-Field-Cleanup-and-Optimization.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;2.11.2 User Experience Enhancement \u2013 Field Cleanup and Optimization&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;40%&#8221; width_tablet=&#8221;40%&#8221; width_phone=&#8221;40%&#8221; width_last_edited=&#8221;on|desktop&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li><strong>Vendor Sell (DSF)<\/strong>\n<ul>\n<li>Bills the selling price of the vendor item.<\/li>\n<li>The amount is included in the DSF total, contributing to the sell less cost calculation.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Vendor Sell (Non DSF)<\/strong>\n<ul>\n<li>Bills the sell price of the vendor item.<\/li>\n<li>The amount is not included in the DSF total.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Vendor Cost (DSF)<\/strong>\n<ul>\n<li>Bills the cost of the vendor item.<\/li>\n<li>The amount is included in the DSF total, influencing the sell less cost calculation.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Vendor Cost (Non DSF)<\/strong>\n<ul>\n<li>Bills the cost of the vendor item.<\/li>\n<li>The amount is not included in the DSF total.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>This enhancement improves billing flexibility, ensures alignment with financial best practices, and gives teams greater control over DSF-related reporting and margin visibility.<\/p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.11.3 Email Notifications for Created Invoices<\/strong><\/h3>\n<p>Users will now receive automatic email notifications upon the successful creation of Direct Bill invoices, ensuring timely updates and improved visibility into billing activity.<\/p>\n<p>Within the Direct Billing Setup, both the email author and recipients are now fully configurable.<\/p>\n<p>Additionally, the email template can be customized to match your preferred format, branding, and content, allowing for more personalized and professional communication.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.11.3-Email-Notifications-for-Created-Invoices.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;2.11.3 Email Notifications for Created Invoices&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;40%&#8221; width_tablet=&#8221;40%&#8221; width_phone=&#8221;40%&#8221; width_last_edited=&#8221;on|desktop&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;order-adjustments&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.12 Order Adjustments<\/strong><\/h2>\n<h3><strong>2.12.1 Enhanced Menu Page for Purchase Order Visibility<\/strong><\/h3>\n<p>Added additional status indicators to the Purchase Order list to clarify whether each PO is still eligible for syncing with its related Sales Order. This provides users with improved visibility and decision-making support during order management processes.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.12.1-Enhanced-Menu-Page-for-Purchase-Order-Visibility.webp&#8221; alt=&#8221;Order Adjustments 1&#8243; title_text=&#8221;2.12.1 Enhanced Menu Page for Purchase Order Visibility&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;order-adjustments&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>As seen on the images below, users are now notified when no lines are selected for the syncing process. This enhancement prevents users from proceeding with the sync unless at least one line is selected, ensuring data integrity and reducing user error.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.12.1-Enhanced-Menu-Page-for-Purchase-Order-Visibility-2.webp&#8221; alt=&#8221;Order Adjustments 1&#8243; title_text=&#8221;2.12.1 Enhanced Menu Page for Purchase Order Visibility 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.12.1-Enhanced-Menu-Page-for-Purchase-Order-Visibility-3.webp&#8221; alt=&#8221;Order Adjustments 1&#8243; title_text=&#8221;2.12.1 Enhanced Menu Page for Purchase Order Visibility 3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.12.2 Improved Item Quantity Syncing<\/strong><\/h3>\n<p>Enabled the ability to sync item quantities from the Sales Order to the Purchase Order\u2014even when the PO already contains Inventory Detail records. This enhancement ensures tighter alignment between sales and procurement, reducing the need for manual adjustments and improving operational efficiency.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.12.2-Improved-Item-Quantity-Syncing.webp&#8221; alt=&#8221;Order Adjustments 2&#8243; title_text=&#8221;2.12.2 Improved Item Quantity Syncing&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.12.3 Fix for &#8220;Record Has Been Changed&#8221; Error<\/strong><\/h3>\n<p>Implemented a retry mechanism in the automation processes to address the &#8220;Record has been changed&#8221; error. This ensures that updates are successfully saved even in the event of record contention, improving reliability and data integrity.<\/p>\n<p>&nbsp;<\/p>\n<h3><strong>2.12.4 Add Suffix to New Purchase Orders from Order Revisions<\/strong><\/h3>\n<p>After creating a new Purchase Order, users have the option to define a suffix that will be appended to the document number when additional lines are added to an existing Purchase Order.<\/p>[\/et_pb_text][et_pb_text module_id=&#8221;change-order&#8221; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h2><strong>2.13 Change Order Management<\/strong><\/h2>\n<h3><strong>2.13.1 Addition of \u201cChange Order Reason\u201d Field<\/strong><\/h3>\n<p>A new <strong>\u201cChange Order Reason\u201d<\/strong> field has been added with the option <strong>\u201cOthers, please specify\u201d<\/strong>, allowing users to enter a <strong>custom reason<\/strong> for each transaction during change order creation. This provides greater clarity and flexibility in documenting the rationale behind changes.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/Change-Order-1.png&#8221; alt=&#8221;Change Order 1&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;17px|||||&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.2 Feature Flag to Control Change Order Chaining<\/strong><\/h3>\n<p>A new <strong>feature flag<\/strong> has been introduced to prevent the creation of a <strong>Change Order from an existing Change Order<\/strong>.<\/p>\n<p>An option labeled <strong>\u201cAllow creation of Change Order from an existing Change Order\u201d<\/strong> is now available in the setup, giving administrators control over this behavior.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.13.2-Feature-Flag-to-Control-Change-Order-Chaining.webp&#8221; alt=&#8221;Change Order 2&#8243; title_text=&#8221;2.13.2 Feature Flag to Control Change Order Chaining&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.3 Role-Based Selection for Creating Change Orders<\/strong><\/h3>\n<p>Administrators can now define which roles are allowed to create <strong>Change Orders<\/strong> via the <strong>Change Order Settings<\/strong> page.<\/p>\n<p>Only users with the selected roles will see the <strong>\u201cCreate Change Order\u201d<\/strong> button on <strong>Sales Orders<\/strong>, ensuring better control and governance over change order creation.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.13.3-Role-Based-Access-for-Creating-Change-Orders.webp&#8221; alt=&#8221;Change Order 3&#8243; title_text=&#8221;2.13.3 Role-Based Access for Creating Change Orders&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.4 Enhanced Interface with Filter and Search Capabilities<\/strong><\/h3>\n<p>The new interface introduces the ability to <strong>filter and search<\/strong> within specific lists of values, enabling users to quickly locate relevant data and streamline their selection process.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-at-12.45.29\u202fPM.png&#8221; alt=&#8221;Screenshot 2024-11-19 at 12.45.29\u202fPM&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.5 Option to Make Change Order Reason Required<\/strong><\/h3>\n<p>A new setting on the <strong>Change Order Setup<\/strong> page allows administrators to make the <strong>Change Order Reason<\/strong> field mandatory.<\/p>\n<p>When enabled, users will be <strong>prevented from creating a Change Order<\/strong> without providing value in this field. An <strong>asterisk (*)<\/strong> will also appear next to the field label to clearly indicate that it is required.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.13.5-Option-to-Make-Change-Order-Reason-Required.webp&#8221; alt=&#8221;Screenshot 2024-11-19 at 12.45.29\u202fPM&#8221; title_text=&#8221;2.13.5 Option to Make Change Order Reason Required&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.6 Ability to hide\/disable close column<\/strong><\/h3>\n<p>A new setting on the <strong>Change Order Setup<\/strong> page allows administrators to make the <strong>Change Order Reason<\/strong> field mandatory.<\/p>\n<p>When enabled, users will be <strong>prevented from creating a Change Order<\/strong> without providing value in this field. An <strong>asterisk (*)<\/strong> will also appear next to the field label to clearly indicate that it is required.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.13.6-Ability-to-hidedisable-close-column.webp&#8221; alt=&#8221;Screenshot 2024-11-19 at 12.45.29\u202fPM&#8221; title_text=&#8221;2.13.6 Ability to hide:disable close column&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.7 Role-Based Access for Close Order Functionality<\/strong><\/h3>\n<p>A new <strong>multi-select field<\/strong> has been added to control role-based access to the <strong>Close Order<\/strong> checkbox. Only employees assigned to the specified roles will be able to <strong>view and interact with the Close Order option<\/strong>, ensuring tighter control over order closure permissions.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.13.7-Role-Based-Access-for-Close-Order-Functionality.webp&#8221; alt=&#8221;Screenshot 2024-11-19 at 12.45.29\u202fPM&#8221; title_text=&#8221;2.13.7 Role-Based Access for Close Order Functionality&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.8 Role-Based Access for Change Order Reason Field<\/strong><\/h3>\n<p>A new <strong>multi-select field<\/strong> has been introduced to control access to the <strong>Change Order Reason<\/strong> field. Only employees assigned to the specified roles will be able to <strong>modify or select a value<\/strong> in this field. For all other users, the field will appear <strong>disabled<\/strong>, ensuring controlled input and data integrity.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.13.8-Role-Based-Access-for-Change-Order-Reason-Field.webp&#8221; alt=&#8221;Screenshot 2024-11-19 at 12.45.29\u202fPM&#8221; title_text=&#8221;2.13.8 Role-Based Access for Change Order Reason Field&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_text_color=&#8221;#052ABE&#8221; header_3_font_size=&#8221;16px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||2.1%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<h3><strong>2.13.9 Map\/Reduce Flag for High-Volume nChange Orders<\/strong><\/h3>\n<p>Change Orders can now efficiently handle transactions with a large number of lines. A new <strong>threshold field<\/strong> has been added to the setup page, allowing administrators to define the <strong>maximum number of lines<\/strong> to process synchronously.<\/p>\n<p>When a Change Order exceeds this threshold, the system will automatically trigger a <strong>Map\/Reduce script<\/strong> to run in the background, ensuring smooth performance and reliable processing for high-volume transactions.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2025\/08\/2.13.9-MapReduce-Flag-for-High-Volume-Change-Orders.webp&#8221; alt=&#8221;Screenshot 2024-11-19 at 12.45.29\u202fPM&#8221; title_text=&#8221;2.13.9 Map:Reduce Flag for High-Volume Change Orders&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;17px&#8221; box_shadow_spread=&#8221;-5px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Montserrat|700|||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_font_size=&#8221;26px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#052ABE&#8221; header_2_font_size=&#8221;20px&#8221; custom_margin=&#8221;5px||0px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<p>&#8212; END OF CFI SUITE\u2122 2025.1 RELEASE NOTES &#8212; For any questions, please email us on <a href=\"mailto:cfi@erpsuccesspartners.com\">cfi@erpsuccesspartners.com<\/a>.<\/p>\n<p><a href=\"https:\/\/www.erpsuccesspartners.com\/news\/cfi-suite-release-upgrades\/\"><strong>&gt;&gt; BACK TO RELEASE UPGRADES PAGE<\/strong><\/a><\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; disabled_on=&#8221;on|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; background_color=&#8221;#F8FBFE&#8221; custom_padding=&#8221;0vh||||false|false&#8221; sticky_position=&#8221;top&#8221; sticky_offset_top=&#8221;20px&#8221; sticky_limit_bottom=&#8221;row&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Open Sans|700|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;1.1em&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#0A367D&#8221; header_2_font_size=&#8221;16px&#8221; background_color=&#8221;#F8FBFE&#8221; custom_margin=&#8221;||-2px|||&#8221; custom_padding=&#8221;3vh|2vh|1vh|2vh|false|true&#8221; sticky_limit_bottom=&#8221;section&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;]<p>TABLE OF CONTENTS<\/p>\n<p><a href=\"#important\">| Important Notes<\/a><\/p>\n<p><a href=\"#statement-of-confidentiality\">| Statement of Confidentiality<\/a><\/p>\n<p><a href=\"#product-version-list\">| Product Version List<\/a><\/p>[\/et_pb_text][et_pb_toggle title=&#8221;| 1.0 New Apps&#8221; open_toggle_text_color=&#8221;#05AAE6&#8243; icon_color=&#8221;#052ABE&#8221; open_icon_color=&#8221;#05AAE6&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; title_text_color=&#8221;#052ABE&#8221; title_font=&#8221;Open Sans|700|||||||&#8221; title_line_height=&#8221;0.8em&#8221; body_line_height=&#8221;1.2em&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; custom_margin=&#8221;||3px|-5px|false|false&#8221; custom_padding=&#8221;12px||6px||false|false&#8221; link_option_url=&#8221;#new-apps&#8221; border_width_all=&#8221;0px&#8221; global_colors_info=&#8221;{}&#8221;]<p>&gt; <a href=\"#cfi-roles\">1.1 CFI Dashboards, Reports, and Roles<\/a><\/p>\n<p>&gt; <a href=\"#field-ops-pro\">1.2 Field Ops Pro<\/a><\/p>[\/et_pb_toggle][et_pb_toggle title=&#8221;| 2.0 CFI Suite\u2122 App Updates&#8221; open_toggle_text_color=&#8221;#05AAE6&#8243; icon_color=&#8221;#052ABE&#8221; open_icon_color=&#8221;#05AAE6&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; title_text_color=&#8221;#052ABE&#8221; title_font=&#8221;Open Sans|700|||||||&#8221; title_line_height=&#8221;0.8em&#8221; body_line_height=&#8221;1.2em&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; custom_margin=&#8221;||4px|-5px|false|false&#8221; custom_padding=&#8221;10px||||false|false&#8221; link_option_url=&#8221;#cfi-app-updates&#8221; border_width_all=&#8221;0px&#8221; global_colors_info=&#8221;{}&#8221;]<p>&gt; <a href=\"#project-insight\">2.1 Project Insight<\/a><\/p>\n<p>&gt; <a href=\"#mlet\">2.2 Multi Line Edit Tool (MLET)<\/a><\/p>\n<p>&gt; <a href=\"#po-break\">2.3 Purchase Order Break Group<\/a><\/p>\n<p>&gt; <a href=\"#auto-ack\">2.4 Auto Acknowledgments<\/a><\/p>\n<p>&gt; <a href=\"#haworth-lynx\">2.5 Haworth Lynx Connector<\/a><\/p>\n<p>&gt; <a href=\"#teknion-connector\">2.6 Teknion Connector<\/a><\/p>\n<p>&gt; <a href=\"#request-for-information\">2.7 Request for Information<\/a><\/p>\n<p>&gt; <a href=\"#pdf-builder\">2.8 PDF Builder<\/a><\/p>\n<p>&gt; <a href=\"#line-import-tool\">2.9 Line Import Tool<\/a><\/p>\n<p>&gt; <a href=\"#cfi-catalog\">2.10 CFI Catalog<\/a><\/p>\n<p>&gt; <a href=\"#direct-billing\">2.11 Direct Billing<\/a><\/p>\n<p>&gt; <a href=\"#order-adjustments\">2.12 Order Adjustments<\/a><\/p>\n<p>&gt; <a href=\"#change-order\">2.13 Change Order Management<\/a><\/p>[\/et_pb_toggle][et_pb_text disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Montserrat|700|||||||&#8221; header_2_text_color=&#8221;#0A367D&#8221; header_2_font_size=&#8221;16px&#8221; background_color=&#8221;#F8FBFE&#8221; custom_padding=&#8221;3vh|2vh|3vh|2vh|true|true&#8221; sticky_limit_bottom=&#8221;section&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; disabled=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;]<h2>Table of contents<\/h2>\n<p>&gt; <a href=\"#important\">Important<\/a><\/p>\n<p>&gt; <a href=\"#statement-of-confidentiality\">Statement of confidentiality<\/a><\/p>\n<p>&gt; <a href=\"#product-version-history\">Product Version History<\/a><\/p>\n<p>&gt; <a href=\"#new-apps\">1.0 New Apps<\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#advanced-receiving\" style=\"font-size: 14px;\">1.1 Advanced Receiving<\/a><\/li>\n<li><a href=\"#labor-quote\">1.2 Labor Quote<\/a><\/li>\n<li><a href=\"#cfi-roles\">1.3 CFI Dashboards, Reports, and Roles (Beta)<\/a><\/li>\n<li><a href=\"#kisp\">1.4 KISP Integration Beta<\/a><\/li>\n<li><a href=\"#field-ops-pro\">1.5 Field Ops Pro Beta<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&gt; <a href=\"#cfi-app-updates\">2.0 CFI Suite App Updates<\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#project-insight\">2.1 Project Insight<\/a><\/li>\n<li><a href=\"#mlet\">2.2 Multi Line Edit Tool (MLET)<\/a><\/li>\n<li><a href=\"#po-break\">2.3 Purchase Order Break Group<\/a><\/li>\n<li><a href=\"#auto-ack\">2.4 Auto Acknowledgments<\/a><\/li>\n<li><a href=\"#haworth-lynx\">2.5 Haworth Lynx Connector<\/a><\/li>\n<li><a href=\"#man-connector\">2.6 Manufacturer Connector<\/a><\/li>\n<li><a href=\"#teknion-connector\">2.7 Teknion Connector<\/a><\/li>\n<li><a href=\"#request-for-information\">2.8 Request for Information<\/a><\/li>\n<li><a href=\"#pdf-builder\">2.9 PDF Builder<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"<p>CFI Suite\u2122 2025.1 Release NotesImportant Notes The 2025.1 enhancements and changes listed in this document may not be available to all customers until their upgrade are finalized. Your access to these features and applications is subject to the terms of service in your NetSuite contract and ERP Success Partners contract. Some features may require extra [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":22988558,"parent":5451,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"dipi_cpt_category":[],"class_list":["post-22988557","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CFI Suite 2025.1 Release Updates | ERP Success Partners<\/title>\n<meta name=\"description\" content=\"Get all the details on the CFI Suite 2025.1 Release, including exciting new functionalities and improvements for your dealership.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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