{"id":27397014,"date":"2026-02-09T02:17:55","date_gmt":"2026-02-09T07:17:55","guid":{"rendered":"https:\/\/www.erpsuccesspartners.com\/?page_id=27397014"},"modified":"2026-02-09T05:48:46","modified_gmt":"2026-02-09T10:48:46","slug":"cfi-suite-2025-2-release-notes","status":"publish","type":"page","link":"https:\/\/www.erpsuccesspartners.com\/fr\/news\/cfi-suite-release-upgrades\/cfi-suite-2025-2-release-notes\/","title":{"rendered":"CFI Suite\u2122 2025.2 Release Notes"},"content":{"rendered":"<p>[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; width=&#8221;100%&#8221; max_width=&#8221;1310px&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;0px|23px|0px|32px||&#8221; custom_padding=&#8221;19px||0px|0px|false|&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;15px|15px|15px|15px|true|true&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.5&#8243; text_font=&#8221;Montserrat||||||||&#8221; text_text_color=&#8221;#052ABE&#8221; text_font_size=&#8221;27px&#8221; text_letter_spacing=&#8221;0.36px&#8221; text_line_height=&#8221;39px&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#052ABE&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; background_color=&#8221;rgba(0,0,0,0)&#8221; custom_margin=&#8221;8vh||9vh||false|false&#8221; custom_margin_tablet=&#8221;113px|3vh|3vh|3vh|false|true&#8221; custom_margin_phone=&#8221;5vh|0vh||0vh|false|true&#8221; 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;]<\/p>\n<h1><strong>CFI Suite\u2122 2025.2 Release Notes<\/strong><\/h1>\n<p>[\/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\/2026\/01\/CFI-Suite-2025.2-webpage-release-notes-copy.webp&#8221; alt=&#8221;avanto-case-study&#8221; title_text=&#8221;CFI Suite 2025.2 Release&#8221; show_bottom_space=&#8221;off&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.5&#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; border_radii=&#8221;on|20px|20px|20px|20px&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#FCFCFC&#8221; border_width_top=&#8221;0px&#8221; border_color_top=&#8221;RGBA(255,255,255,0)&#8221; border_width_bottom=&#8221;2px&#8221; border_color_bottom=&#8221;rgba(125,130,138,0.55)&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.27.0&#8243; custom_margin=&#8221;|0px||0px|false|true&#8221; custom_margin_tablet=&#8221;|0vh||0vh|false|true&#8221; custom_margin_phone=&#8221;|0vh||0vh|false|true&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;33px|0vh|28px|0vh|false|true&#8221; custom_padding_tablet=&#8221;|0vh|0px|0vh|false|true&#8221; custom_padding_phone=&#8221;|0vh|0px|0vh|false|true&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; 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;]<\/p>\n<h1>Important Notes<\/h1>\n<p>The 2025.2 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>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;statement-of-confidentiality&#8221; _builder_version=&#8221;4.27.5&#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;]<\/p>\n<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 Suite\u2122 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>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;product-version-list&#8221; _builder_version=&#8221;4.27.5&#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;]<\/p>\n<h1><span style=\"font-size: 26px;\">Product Version List<\/span><\/h1>\n<table border=\"1\" style=\"border-collapse: collapse; width: 63.1841%; height: 413px;\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>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;\">Line Import Tool (LIT)<\/td>\n<td style=\"width: 50%; height: 24px;\">25.2.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Multi Line Edit Tool (MLET)<\/td>\n<td style=\"width: 50%; height: 24px;\">25.2.0<\/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;\">25.2.0<\/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;\">25.2.0<\/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;\">25.2.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">PO Breakout Group<\/td>\n<td style=\"width: 50%; height: 24px;\">25.2.0<\/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;\">25.2.0<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Field Ops Pro<\/td>\n<td style=\"width: 50%; height: 24px;\">25.2.7<\/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;\">25.2.1<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\">Direct Bill<\/td>\n<td style=\"width: 50%; height: 24px;\">25.2.0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em><strong>Important Notice:<\/strong><\/em><\/p>\n<p>This document covers the release information relevant to CFI Suite\u2122 only. All customers should be upgraded to NetSuite 2025.2 before being upgraded to CFI Suite\u2122 2025.2 to ensure a seamless upgrade transition. More information regarding the features released by NetSuite can be found <span><a href=\"https:\/\/docs.oracle.com\/en\/cloud\/saas\/netsuite\/ns-online-help\/toc.htm#bridgehead_159963693047\">here<\/a><\/span>.<\/p>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;cfi-updates&#8221; _builder_version=&#8221;4.27.5&#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||-1px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><span style=\"font-size: 26px;\">1.0 CFI Suite\u2122 Updates<\/span><\/h1>\n<h2><strong>1.1 Line Import Tool (LIT)<\/strong><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.5&#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;0vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>1.1.1 Updated CFI Catalog User Interface (UI)<\/strong><\/h3>\n<p>A new <strong>CFI Catalog UI<\/strong> has been introduced, along with support for <strong>rendering CFI Catalog images directly on NetSuite line items<\/strong>. This update enhances usability and provides immediate visual context during transaction entry and review.<\/p>\n<p>An alert has been set to notify the user when the rate changes after specifying from the CFI Catalog.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.1.1-Updated-CFI-Catalog-User-Interface-UI-1.webp&#8221; alt=&#8221;Advanced Receiving 4&#8243; title_text=&#8221;1.1.1 Updated CFI Catalog User Interface (UI) 1&#8243; _builder_version=&#8221;4.27.5&#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\/2026\/01\/1.1.1-Updated-CFI-Catalog-User-Interface-UI-2.webp&#8221; alt=&#8221;Advanced Receiving 4&#8243; title_text=&#8221;1.1.1 Updated CFI Catalog User Interface (UI) 2&#8243; _builder_version=&#8221;4.27.5&#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 _builder_version=&#8221;4.27.5&#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>\n<p>An alert has been set to notify the user when the rate changes after specifying from the CFI Catalog.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.1.1-Updated-CFI-Catalog-User-Interface-UI-3.webp&#8221; alt=&#8221;Advanced Receiving 4&#8243; title_text=&#8221;1.1.1 Updated CFI Catalog User Interface (UI) 3&#8243; _builder_version=&#8221;4.27.5&#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;mlet&#8221; _builder_version=&#8221;4.27.5&#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||-1px|||&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>1.2 Multi Line Edit Tool (MLET)<\/strong><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.5&#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;]<\/p>\n<h3><strong>1.2.1 Saved Adjusted Column Layout<\/strong><\/h3>\n<p>The application now allows users to save their column layout. Any changes to column position, width, pinning, sorting, or visibility (hidden columns) are saved and automatically restored the next time you open the MLET form.<\/p>\n<p>A \u2018Reset Columns\u2019 option has been introduced, which enables users to quickly restore the default column layout whenever needed.<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.2.1-Saved-Adjusted-Column-Layout.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.2.1 Saved Adjusted Column Layout&#8221; _builder_version=&#8221;4.27.5&#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;pdf-builder&#8221; _builder_version=&#8221;4.27.5&#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>\n<h2><strong>1.3 PDF Builder<\/strong><\/h2>\n<h3><strong>1.3.1 Logo Adjustment in PDF Builder<\/strong><\/h3>\n<p>A new configuration control has been added under <strong>PDF Builder Setup<\/strong>, allowing users to <strong>specify the width and height of the logo<\/strong> in generated PDFs. This provides greater flexibility in branding compliance and ensures consistent presentation across documents.<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.3.1.-Logo-Adjustment-in-PDF-Builder.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.12\u202fPM&#8221; title_text=&#8221;1.3.1. Logo Adjustment in PDF Builder&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; width=&#8221;50%&#8221; width_tablet=&#8221;50%&#8221; width_phone=&#8221;50%&#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;4.27.5&#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>\n<h3><strong>1.3.2 Column Width Control in PDFs<\/strong><\/h3>\n<p>A new feature has been added to allow users to control the width of each line field in PDFs. On the layout selection page, when a field is selected, users can now specify its width, enabling precise customization of PDF layouts.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.3.2-Column-Width-Control-in-PDFs.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.3.2 Column Width Control in PDFs&#8221; _builder_version=&#8221;4.27.5&#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 _builder_version=&#8221;4.27.5&#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>\n<h3><strong>1.3.3 Print Images from Line Items<\/strong><\/h3>\n<p>A new feature has been added allows users to <strong>print images directly from line items<\/strong>, providing visual references in printed documents. This ensures that item details are clearly represented, improving accuracy and clarity in documentation.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.3.3-Print-Images-from-Line-Items.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.3.3 Print Images from Line Items&#8221; _builder_version=&#8221;4.27.5&#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 _builder_version=&#8221;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>A Sample output of the PDF with line-item images is displayed below:<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.3.3.-Print-Images-from-Line-Items-2.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.3.3. Print Images from Line Items 2&#8243; _builder_version=&#8221;4.27.5&#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;change-order&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>1.4 Change Orders<\/strong><\/h2>\n<h3><strong>1.4.1 Informative Banners<\/strong><\/h3>\n<p>This update introduces clear, actionable error messages when Change Order creation fails, along with a success confirmation banner when the process completes successfully. These enhancements improve process transparency and give users immediate visibility into the transaction status.<\/p>\n<p><strong>Key Scenarios Covered:<\/strong><\/p>\n<ul>\n<li>An error message is displayed when a <strong>Change Order is not successfully created<\/strong><\/li>\n<li>An error message is displayed when an <strong>unexpected error occurs during Change Order creation<\/strong><\/li>\n<li>A success banner is displayed when a Change Order has been <strong>created<\/strong><\/li>\n<\/ul>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.4.1.-Informative-Banners.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.4.1. Informative Banners&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||30px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>An error message is displayed when there is no <strong>Project Insight on the Sales Order:<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.4.1.-Informative-Banners-2.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.4.1. Informative Banners 2&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Below is an example of the success banner displayed after a Change Order is successfully created:<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.4.1.-Informative-Banners-3.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.4.1. Informative Banners 3&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>1.4.2 Change Order Reason &#8211; Role-Based Editability<\/strong><\/h3>\n<p>The Change Order Reason field is now editable based on user role. This enhancement strengthens governance and data integrity by ensuring that only authorized roles can modify the reason associated with a Change Order, while preserving visibility for all relevant users.<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.4.2-Change-Order-Reason-Role-Based-Editability.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.4.2 Change Order Reason &#8211; Role-Based Editability&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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-adjustment&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>1.5 Order Adjustments<\/strong><\/h2>\n<h3><strong>1.5.1 Feature Flag &#8211; Prevent Sync When Vendor Prepayment Exists on Related PO<\/strong><\/h3>\n<p>A new configuration control has been introduced under <strong>ESP | CFI Order Adjustments Settings<\/strong>, allowing administrators to govern syncing behavior when a Purchase Order (PO) has an associated Vendor Prepayment. This capability enables tighter financial controls and greater accuracy in transaction management.<\/p>\n<p><strong>New Setting<\/strong><\/p>\n<p><strong>Checkbox:<\/strong> <strong>Allow Sync if Purchase Order has Vendor Prepayment<\/strong><\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.5.1-Feature-Flag-Prevent-Sync-When-Vendor-Prepayment-Exists-on-Related-PO.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.5.1 Feature Flag &#8211; Prevent Sync When Vendor Prepayment Exists on Related PO&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Functional Behavior<\/strong><\/p>\n<p><strong>When the checkbox is <em>enabled<\/em>:<\/strong><\/p>\n<ul>\n<li>Users can activate the <strong>Will Sync to PO<\/strong> checkbox even if the related PO contains a Vendor Prepayment record.<\/li>\n<li>Users can input a PO value in the <strong>Add to Existing PO<\/strong> column regardless of existing Vendor Prepayment linkage.<\/li>\n<\/ul>\n<p><strong>When the checkbox is <em>disabled<\/em> (default behavior):<\/strong><\/p>\n<ul>\n<li>If the PO has an associated Vendor Prepayment, the system will prohibit:\n<ul>\n<li>Enabling <strong>Will Sync to PO<\/strong><\/li>\n<li>Entering a PO in the <strong>Add to Existing PO<\/strong> field<\/li>\n<\/ul>\n<\/li>\n<li>Users will receive an <strong>alert notification<\/strong> indicating that sync actions are not permitted due to the Vendor Prepayment constraint.<\/li>\n<li>For any Sales Orders where <strong>Will Sync to PO<\/strong> has been enabled, saving the Sales Order will <strong>reset Will Sync to PO to false<\/strong> to prevent the line from being included in the synchronization process.<\/li>\n<li>If the <strong>Will Sync to PO<\/strong> has been enabled, and the user moves into the Order Adjustment page, the background scripts will not process the Purchase Order with Vendor Prepayment and\/or Vendor Bill.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>1.5.2 Line Number Added to Results Tables<\/strong><\/h3>\n<p>To improve traceability and streamline reconciliation activities, a <strong>Line Number<\/strong> field has been added across key results tables within the Order Adjustment Suite (OAS).<\/p>\n<p><strong>Updated Areas<\/strong><\/p>\n<p>The Line Number column is now visible in the following results pages:<\/p>\n<ul>\n<li><strong>Qty Sync Results<\/strong><\/li>\n<\/ul>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.5.2-Line-Number-Added-to-Results-Tables.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.5.2 Line Number Added to Results Tables&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong>Line Sync<\/strong><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.5.2-Line-Number-Added-to-Results-Tables-2.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.5.2 Line Number Added to Results Tables 2&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong>Add New Lines<\/strong><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.5.2-Line-Number-Added-to-Results-Tables-3.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.5.2 Line Number Added to Results Tables 3&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Functional Behavior<\/strong><\/p>\n<ul>\n<li>Each line item displayed in the results tables will now include a corresponding <strong>Line Number<\/strong>, aligned with the originating transaction.<\/li>\n<li>This enhancement provides users with clearer mapping between original PO lines and system-generated sync or adjustment outputs.<\/li>\n<li>The <strong>Line Number<\/strong> field is displayed <strong>by default<\/strong> on the Status page and sources its value from the field defined in <strong>Default Item Line Number Field<\/strong> within the Settings page.\n<ul>\n<li>If no field is specified in Settings, the system will automatically default to the <strong>CFI Line Number<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;po-breakout&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>1.6 PO Breakout Group<\/strong><\/h2>\n<h3><strong>1.6.1 Prevent PO Creation for Generic Vendors<\/strong><\/h3>\n<p>When this feature is enabled, the system will prevent the creation of Purchase Orders for the generic vendor defined in the <strong>Default Vendor<\/strong> field within LIT settings.<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.6.1-Prevent-PO-Creation-for-Generic-Vendors.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.6.1 Prevent PO Creation for Generic Vendors&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>This is a feature flag that can be enabled from the PO Breakout Settings page.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.6.1.-Prevent-PO-Creation-for-Generic-Vendors-2.webp&#8221; alt=&#8221;Labor QUote 1&#8243; title_text=&#8221;1.6.1. Prevent PO Creation for Generic Vendors 2&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;relative&#8221; custom_margin=&#8221;||28px|||&#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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>During the PO break process, any transactions for this vendor are automatically <strong>skipped.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;haworth-connector&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>1.7 Haworth Connector<\/strong><\/h2>\n<h3><strong>1.7.1 Enhanced Partner-Customer Sync<\/strong><\/h3>\n<p>This enhancement improves how partners are matched to customers by using smarter name and address comparisons.<\/p>\n<p>The system now compares full address details, including street numbers and complete address lines, and automatically standardizes common address terms (such as <em>Street, Avenue, Road, Boulevard<\/em>, and directional indicators like <em>North<\/em> or <em>South<\/em>) to improve accuracy. Addresses are also cleaned to remove extra characters and formatting differences.<\/p>\n<p>Name matching has been enhanced to recognize close matches, even when names are formatted differently. The system can now identify matches based on partial names, reordered words, spacing differences, and high similarity between names.<\/p>\n<p>As a result, partner and customer records are matched more accurately and consistently, reducing manual corrections and improving data synchronization.<\/p>\n<p>Examples:<\/p>\n<ul>\n<li><strong>Address matching<\/strong>\n<ul>\n<li><em>\u201c123 Main St.\u201d<\/em> \u2192 <em>\u201c123 Main Street\u201d<\/em><\/li>\n<li><em>\u201c456 N. Park Ave, Suite 200\u201d<\/em> \u2192 <em>\u201c456 North Park Avenue Ste 200\u201d<\/em><\/li>\n<li><em>\u201c789 Broadway Blvd.\u201d<\/em> \u2192 <em>\u201c789 Broadway Boulevard\u201d<\/em><\/li>\n<\/ul>\n<\/li>\n<li><strong>Name matching<\/strong>\n<ul>\n<li><em>\u201cABC Logistics\u201d<\/em> \u2192 <em>\u201cABC Logistics LLC\u201d<\/em><\/li>\n<li><em>\u201cSmith John\u201d<\/em> \u2192 <em>\u201cJohn Smith\u201d<\/em><\/li>\n<li><em>\u201cAcmeCorp\u201d<\/em> \u2192 <em>\u201cAcme Corp\u201d<\/em><\/li>\n<li><em>\u201cGloabl Solutions\u201d<\/em> \u2192 <em>\u201cGlobal Solutions\u201d<\/em> (typo match)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><strong>1.7.2. Complete Acknowledgement Recording<\/strong><\/h3>\n<p>The integration now maintains the complete acknowledgement history. This includes the original acknowledgement as well as all net change records.<\/p>\n<ul>\n<li>Provides full visibility into acknowledgement activity from start to finish.<\/li>\n<li>Ensures no acknowledgement data is lost or overwritten.<\/li>\n<li>Makes it easier to understand how and when acknowledgements change.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><strong>1.7.3. New Haworth Partner Customer Integration<\/strong><\/h3>\n<p>Users can now select a specific address from the NetSuite customer record when submitting a new partner request. The selected address details will automatically populate in Haworth\u2019s new Partner Request system, streamlining data entry, and ensuring accurate request submission.<\/p>\n<p>Key highlights:<\/p>\n<ul>\n<li><strong>New Submission Button<\/strong>: A dedicated button has been added to the customer record to trigger address submission.<\/li>\n<\/ul>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.7.3.-New-Haworth-Partner-Customer-Integration.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.7.3. New Haworth Partner Customer Integration&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;4.27.5&#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;0vh||1.3%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong>Default Shipping Address<\/strong>: The integration captures data from the customer record\u2019s Default Shipping address.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/01\/1.7.3.-New-Haworth-Partner-Customer-Integration-2.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.7.3. New Haworth Partner Customer Integration 2&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;4.27.5&#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>\n<ul>\n<li><strong>Seamless Data Transfer<\/strong>: Address information is passed directly to the Haworth New Customer Portal, ensuring accurate and efficient request creation.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/02\/1.7.3.-New-Haworth-Partner-Customer-Integration-3.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.7.3. New Haworth Partner Customer Integration 3&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;rfi&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>1.8 Request for Information (RFI)<\/strong><\/h2>\n<h3><strong>1.8.1 Button Hide Control on Opportunity and Quote Records<\/strong><\/h3>\n<p>A new checkbox has been added under <strong>RFI Auto-Default Configuration<\/strong> that allows users to <strong>hide specific buttons<\/strong> on Opportunity and Quote records. This provides greater flexibility in tailoring the user interface to match business workflows and reduce interface clutter.<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/02\/1.8.1-Button-Hide-Control-on-Opportunity-and-Quote-Records.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.8.1 Button Hide Control on Opportunity and Quote Records&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;direct-bill&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>1.9 Direct Bill<\/strong><\/h2>\n<h3><strong>1.9.1 Direct Bill Columns Refactor<\/strong><\/h3>\n<p>The <strong>Direct Bill<\/strong> columns have been <strong>refactored and simplified<\/strong>:<\/p>\n<ul>\n<li>Deprecated the <strong>Include DSF Fee<\/strong> and <strong>Direct Bill Sell<\/strong> columns<\/li>\n<li>Updated the <strong>Direct Bill To<\/strong> option list and refined its functionality<\/li>\n<li>Added <strong>tooltip information<\/strong> in the column header for improved clarity<\/li>\n<\/ul>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/02\/1.9.1-Direct-Bill-Columns-Refactor.webp&#8221; alt=&#8221;Screenshot 2025-01-06 at 4.47.12\u202fPM&#8221; title_text=&#8221;1.9.1 Direct Bill Columns Refactor&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; width=&#8221;50%&#8221; width_tablet=&#8221;50%&#8221; width_phone=&#8221;50%&#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;4.27.5&#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>\n<p><strong>Business Impact:<\/strong><\/p>\n<ul>\n<li>Streamlines the Direct Bill interface for easier use<\/li>\n<li>Reduces confusion by eliminating redundant or unnecessary fields<\/li>\n<li>Provides guidance through tooltips, improving data accuracy and reducing errors<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;field-ops-pro&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>1.9.2 Automated Direct Bill Email Summary<\/strong><\/h3>\n<p>A new feature automatically <strong>sends a customizable email summary<\/strong> upon completion of the Direct Bill process. Users can configure the content and recipients of the email to align with business requirements.<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/02\/1.9.2.-Automated-Direct-Bill-Email-Summary.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.9.2. Automated Direct Bill Email Summary&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;4.27.5&#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>\n<p>A sample email is displayed below:<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/02\/1.9.2.-Automated-Direct-Bill-Email-Summary-2.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.9.2. Automated Direct Bill Email Summary 2&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;field-ops-pro&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>1.9.3 Configurable Direct Bill Email Template<\/strong><\/h3>\n<p>This version now supports a configurable email template for Direct Bill summaries, allowing users to customize the sender, recipients, and content of the email.<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/02\/1.9.3-Configurable-Direct-Bill-Email-Template.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.9.3 Configurable Direct Bill Email Template&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;field-ops-pro&#8221; _builder_version=&#8221;4.27.5&#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||4px||false|false&#8221; custom_padding=&#8221;2vh||0%||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>1.9.4 Added Original Sell Field on Invoice Item Sublist<\/strong><\/h3>\n<p>A new Original Sell (Original SO Sell) field has been added to the Invoice Item sublist to provide better visibility into the related Sales Order pricing. This enhancement improves traceability between invoices and their source Sales Orders, enabling teams to reference original sell values more efficiently.<\/p>\n<p>A sample invoice transaction is displayed below:<\/p>\n<ul class=\"ul1\"><\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.erpsuccesspartners.com\/wp-content\/uploads\/2026\/02\/1.9.4.-Added-Original-Sell-Field-on-Invoice-Item-Sublist.webp&#8221; alt=&#8221;Project Insight 1&#8243; title_text=&#8221;1.9.4. Added Original Sell Field on Invoice Item Sublist&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||-3px|||&#8221; custom_padding=&#8221;2px||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;4.27.5&#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; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>&#8212; END OF CFI SUITE\u2122 2025.2 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>\n<p><strong><a href=\"https:\/\/5116832.app.netsuite.com\/core\/media\/media.nl?id=4113977&amp;c=5116832&amp;h=xPk7VZXrPwrcE4TE3RnSgb0oRvSaWBd9QTgaQFUCABy7ACcU&amp;_xt=.pdf&amp;fcts=20260130020051&amp;whence=\">&gt;&gt; DOWNLOAD THE PDF<\/a><\/strong><\/p>\n<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>\n<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>\n<p>[\/et_pb_text][et_pb_toggle title=&#8221;| 1.0 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;4.27.5&#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>\n<p>&gt; <a href=\"#cfi-updates\">1.1 Line Import Tool<\/a><\/p>\n<p>&gt; <a href=\"#mlet\">1.2 Multi Line Edit Tool (MLET)<\/a><\/p>\n<p>&gt; <a href=\"#pdf-builder\">1.3 PDF Builder<\/a><\/p>\n<p>&gt; <a href=\"#change-order\">1.4 Change Orders<\/a><\/p>\n<p>&gt; <a href=\"#order-adjustment\">1.5 Order Adjustments<\/a><\/p>\n<p>&gt; <a href=\"#po-breakout\">1.6 PO Breakout Group<\/a><\/p>\n<p>&gt; <a href=\"#haworth-connector\">1.7 Haworth Connector<\/a><\/p>\n<p>&gt; <a href=\"#rfi\">1.8 Request for Information<\/a><\/p>\n<p>&gt; <a href=\"#direct-bill\">1.9 Direct Bill<\/a><\/p>\n<p>[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CFI Suite\u2122 2025.2 Release NotesImportant Notes The 2025.2 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":27397056,"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":"","_pvb_checkbox_block_on_post":false,"footnotes":""},"dipi_cpt_category":[],"class_list":["post-27397014","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CFI Suite\u2122 2025.2 Release Notes | ERP Success Partners<\/title>\n<meta name=\"description\" content=\"Explore the CFI Suite 2025.2 release features. 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