RazorERP PRD Build, 06032025

New Software Build Report (PRD Build, 06032025)

This list includes the highlights of some of the key features and fixes that are included in the latest build.

Release date: March 06, 2025

Identifier	Issue / Request	Resolution/Change
23687	Report system, record is missing in exports	The counts row appeared in the middle of the report. It was caused by wrong ordering of the rows. It occured in: Recycling Inbound Order Summary Recycling Detailed Breakout Recycling Outbound Order reports from time to time if the resulting rowcount was > 2000. What was fixed: the ordering, the counts, the missing row (which from time to time replaced the row containing conts at position #0).
23619	QuickBooks: API improvements	Added SalesOrderId, SalesOrderAutoName to InvoiceAr; Added PurchaseOrderId, PurchaseOrderAutoName to InvoiceAp; Extended Get methods for Sales and Purchase orders, so that they can accept not 1, but an array of IDs.
23616	Sales Order Link Broken	Fixed the Sales Order Link.
23568	Label Designer New Wizard Template	Wizard template has been added Go to https://[instance].razorerp.com/recycling/designer/labels Document for Inventory. Open Menu → New Via Wizard → Label 57x32 (mm).
23548	Recycling Feeds: Add Estimated Value as an option	Added Estimated Value as an option Added it to the mappings so we can create a commission report
23542	Purchase order Add invoice number to the details page	Added a new text field for manual input. This field is not related to our Invoice The API for receiving has also been updated
23536	Recycling -> Settlment. Unable to print custom reports.	The error was fixed. In call to message queue service was missing userId parameter.
23512	Nested location items - load on pick list, item quantity	Assets from locations of the second level of nesting are not uploaded to the picklist. Added uploading from all nested levels. On the Location page, only elements without nested levels are considered in the parent location.
23509	Recycling -> Inbound Orders. Picture report is broken.	Corrected Picture Report downloaded without errors on following pages inbound order outbound order settlement
23494	Restrict Access to View/Run Sales Feed Reports by User Role	Added new permission Displays or hides the Warehouse and Roles feed blocks based on whether they have permission to modify the sales report filter options. HIDE FILTER OPTIONS: SHOW FILTER OPTIONS:
23492	API questions on Microsoft reports: APIs to use for automated invoicing	The new report PO DOCUMENT UPLOAD along with Automated MS Invoice creation was added.
23459	Link Outbound Orders to Related Inbound Orders	Added the Inbound Order column for each lot in the Outbound Order screens to be able to see easily where the lot came from.
23458	Add Related PO# Snippet to RMA Email Template	Added a “RMA: PO Number“ snippet to the “RMA Added“ template for automatically sending a letter during the RMA creation process.
23457	Notification for RMA Added	Added notification "RMA Created". Added “RMA Created“ template with all available snippets.
23456	Adjust "Approve SO" Role Permission & Add "Approve PO" Role Permission	Applied the role settings in Sales and Purchase Action.
23455	Notification for Purchase Order Created	Added notification to Purchase Orders area of System Settings > Notifications to send a notification when a purchase order is created.
23451	Razor running slow	Bulk relocate dialog implemented on Inventory → Inventory Detail, Inventory → Inventory Receive, Recycling → Assets Recycling → Audit It directly assigns LocationId to the Inventory and Assets, so it should work really fast.
23433	New Client Portal - File Upload	Added ability to upload xlsx and csv files.
23398	Freight PO. Duplicated invoice number.	Invoices with the same number are generated for all Freight POs in the order. Bug is fixed.
23395	Portal Notification Back to Client	Added notification for Onsite Contact for canceled Inbound Orders converted from Portal Quote and created from new Inbound Order UI Added notification for canceled Outbound Orders (Onsite Contact as Customer Primiary Contact).
23391	Sales Feed Additional Info	Needed account code from CRM added to both inventory and recycling sales feed pages.
23371	Label Designer New Wizard Template	Wizard template has been added for demo.dev. For example: Go to https://[client instance].razorerp.com/recycling/designer/labels Document for Inventory. Open Menu → New Via Wizard → Label 75x51 (mm).
23342	Improve the RMA Disposition process for Bulk order returns	Added Bulk Update section for Items Disposition. a. Condition. b. Warehouse + Location. c. Workflow (moved from Apply Workflow). d. Bulk Update button will apply new Condition, Location and Workflow options to e. all selected grid rows (if options are not empty). f. Clear button will empty the inputs for options. g. Please note that Bulk Update action will only apply options to grid rows, You still need to save it manually.
23337	Picture Report w/ Alternative Lot Name	Added a picture report from the inbound order settlement page that pulls in the alternative lot name used for the order instead of the internal description.
23244	Inbound report reference increase characters	Increased the number of characters allowed for Reference 2 and Reference 3 in the screen shot. Previously they were limited to 32 characters. They can now hold up to 128 characters.
23176	Recycling -> Settlement. We are able to undo receive for inbound order that is already settled.	Added a validation message when trying to undo order a settlement complete order. An error message will now be shown if a user tries to undo receive a settlement complete order.
23135	Sales Feed Addition	Added column to the recycling exports section of the sales feed. Margin Material Rev Service Rev Resale Rev Resale back to customer Est scrap value Frieght cost Fright Rev Internal Cost
23067	Settlement Page Addition	Added the evaluated grade (Audit - Grading tab, see screenshot) to the settlement page to include during an audit as currently we have a column for Grade Level but this displays the final grade. Now we have both the evaluation and final grade on the settlement page.
23066	Uploaded Files to Inbound Orders, where to download on Customer Portal?	added attachments to the popup.
23018	Add Mobile Number as an option in Recycling order - inbound datasource.	added Mobile Number as an option for onsite contact in Recycling order - inbound datasource.
23004	Custom Inventory Sold Report	Added customer information (First/Last Name, email address, phone number) as well as inventory category/Category friendly (ie Root Category > Resale > Products > Endoscopy) for each sku.
22984	Aging issue	The formula for Age In Resale column (Inventory → Inventory Detail page) was changed: If Asset/Inventory is RMA return, we will count from RMA Verified Date until Invoice Created Date or now, if there is no invoice for Sales Order; If Asset/Inventory is not RMA, we will count either from Asset move to Final step Date or from Inventory Created date until Invoice Created Date or now, if there is no invoice for Sales Order.
22952	New Client Portal Header Redesign	Fixed align menu items.
22880	New Print Dialog (Print/download new). It would be very convenient to have a download spinner.	Spinner added to Download button and Preview button. Buttons are also disabled while loading, printing or exporting the report.
22784	Outbound Report	The internal comments is missing in the custom report datasource. This has been fixed.
22776	Add Columns to Asset Vison in New Client Portal	Added Final Grade and Grading Notes as available columns in the Asset Vision page in the new client portal.
22699	Services Summary report. Clicking on the target row selects another row	The highlight doesn't work properly if the id of the row element is not unique. Replaced OrderItemId with RowId as the id of the row element.
22057	Box program - default customer settings	The APIs to get and set default customer settings for Box Program were implemented. Also the method to get default customer settings for Box Program was added to the Client Portal API.
21898	Global Notes column added to inventory detail, and consignment items	added Global Notes to Inventory → Inventory Detail and Inventory → Consignment Items
21850	Client Portal->Orders->Outbound Orders. Page reloads many times	Bug fixed on the page: Reports -> Transaction Log, Reports -> Client Inventory, Inventory-> Client Inventory, Take Back->Orders, Orders->Outbound Orders.
21792	Sales Feed Addition	Added ‘Source Type’ to feed mappings attribute.
21783	PO Screen	Increased the purchase order script grid width size fixed the issue.
21087	Recycling Inbound Order Summary date on schedule date	Added "pickup date" date filter
23197	Phonecheck: review Mac API documentation	Phonecheck: new PhoneCheck API was implemented. For now the new API can get only Mac device reports. And phone reports are available with old API.
23695	Purchase Order Notifications don't work	Fixed sending notification for “Purchase Order Is Created”. Checked notifications for "First of Purchase Order Item has Received" and "Purchase Order Ready To Close" - notifications are delivered correctly. Sales Rep for Purchase Order is "Rep".
23567	UI for the Box Program fees page	Fee settings page has two tabs, general and kitting options. General all inputs with fee is required and should be greater or equal zero all selects a required(erasure, destruction) qty ranges(storage fee), logic handled by client -qtyFrom autogenerated and disabled since we cant have gaps between ranges, next range qtyFrom = previous qtyTo + 1 -qtyTo is optional an may be omitted -to add new range user need to fill last qtyTo field -all ranges recalculated if some qtyTo field is changed after blur event(lose focus) -client validation doesnt validate that qtyTo must be greater than From, this part handled by server when user will try to save Kittings Options Attribute sets marked by ✅ if some options is filled The first “Attribute set” is selected when opening the page Price input is required, min=0 integer Category is optional select isActive is Optional checkbox Save button save each tab separately, so you need save you changes before leave it
22383	Add a page for token generation to the new Client portal	Created a page on the Client portal that would allow the Admin user to view and generate the access token. There is 1 token generated for the Customer.
23461	Add Master Item Attribute Flag for Missing Info	Model + MFG have been added to the validation messages. Сheck was added for the code type of the selected row. HECI autocomplete has been added. ECI code update has been added. Changed the display priority of several dialogs.
23699	Need added data to Sales Order - Shipping Report Designer	In report designer in Sales Order - Shipping datasource were added [Sales order].SoNo and Items fields. Items is an array consists of inventory allocated in shipping packages. Each item contains following fields: Manufacturer Model Model Title Package # Quantity Serial SKU UID
23686	Print Button on Order Fulfillment is inactive	Fixed dialog opening.
22572	Implement OpenId for Razor and the new Portal	Added new Login screen with SSO page to the client portal: The button will bring you to the external login page of the provider. Having been redirected to that page on the provider's side, you should confirm your email and password. After that you'd be redirected back to another page of the portal. Added new SSO settings page for Admin users

Identifier	Issue / Request	Resolution/Change
24059	Add "Collection Code" attribute to Sales Feeds	Added the Collection Code attribute from their 1 attribute set as an available option in the Sales Feeds under Inventory and Recycling
24016	Credit Memo Endpoint Creation	Requested endpoint api/v1/credit-memo/allhas been added
23992	Missing Information in the Client Portal	Added “Show All“ chechbox to show archival data
23958	The addition to the PO API	“Shipping method' and the 'Provider' has been added to the PO endpoint /api/v1/PurchaseOrder/from-id/{purchaseOrderId} for further sending it over to QuickBooks.
23839	Add email field in Purchase order-resale data source	The new field was added to the Purchase Order-Resale Data Source.
23832	Custom Import via SFTP folder	GET, POST, PATCH methods for master item were updated: Now we can update HECI - ECI codes through these endpoints
23814	Locations Service -> Location-related endpoints do not return nesting information.	Fixed, now full location name is displayed.
23809	Add Fuzzy Search Logic to SO & PO Pages	The search selector (Fuzzy and Exact) was added to the SO & PO pages.
23797	Inventory -> Receive Inventory. Bulk Insert is broken for items that passed verification.	Bulk insert operation has been completed successfully.
23784	RMA Shipping Enhancement	Added Ship By selection and Tracking Number column on the grid. Added Freight field in the grid and RMA shipping step 3
23717	Add Info to POs:	Added email information for vendor and customer.
23716	Add Price Change Logging to SOs and POs	Added PO & SO price changed log.
23706	Additional Snippet	Added the requested snippets; sending for code review. The admin will receive a notification through the notification setup on the client’s site.
23686	Print Button on Order Fulfillment is inactive	Fixed dialog opening.
23627	Need Work Instructions on Lot Sort Page	Added work instruction text area
23523	RMA Voiding & Bulk Updates Error	Fixed, now the warehouse does not reset to default after using search field
23493	Add Notification for Customer Added and Add Role Permission for Adding/Removing Customers in CRM	Added requested permissions below and implemented in CRM->Accounts Allow to delete account Allow to create Active and Unlocked account - controls are DISABLED if unchecked
23465	Invoice - show per unit instead of UOM for services	Fixed stored procedure for the reports -#10 Mailing AR Invoice and -#10 Mailing Summary Invoice
23215	In Microsoft Report Add Inline Editing and Context menu improvement	`Job Type`, `MS Collection Ticket Number` and `Collection Site Code` were made editable for collection report. `Destruction Type` is also editable for `DBD Destruction` Job Type only. Context menu items were added for Collection report: `Job ID` was made editable for `Credit Details for PO` report. The `Job ID` is stored to PO Reference field:
22800	Settlement Page Addition	Added to the new settlement page that tracks how long a order has been under the “ready to price” status.
22711	Bulk Location update on Inventory detail, not updating	Fixed, it is now saving the bulk update.
24053	Inbound Order Page Improvements	Enable the Large text editor for the Description field in the Services tab and React Grid: Large Text Cell Editor \| AG Grid Remove the multi select when you touch the rows unless you select by selecting one or more checkboxes. This is very annoying when adjusting prices. Enable proper keyboard navigation on the grids. every grid should be the same : Services commodity etc.
24052	Inbound order screen bugs	Fixed; Signatures when uploaded break the CSS on the images tab. CSR and REP bugs are fixed too.
23987	Sales Order -> Invoice. Error 500 when reopen Invoice	Fixed error message.
23970	Login Field and Column Addition to the Client Portal	Added the Login field (with caption - User Name). Added field in the add and update forms.
23938	Received from Consumed - Distributed Cost	Added two columns on Master Commodities page. Margin - editable column Estimated Purchase price - the column is calculated using the formula Estimated Purchase price = Estimated Value * (Margin % / 100) Added logic for Receive From Consumed now when pulling a lot from the consumed, the balance is calculated using the formula Sum(ConsumedWeight) - sum(weight that was pulled from consumed) * Estimated Value If the consumed pile has a cost >0->then the lot is assigned a DC = Estimated Purchase price If the consumed pile has a cost < 0 -> then 0 is assigned to the DC lot Example. created a new MasterCommodities set the values Estimated Value = 100 Margin = 50 Estimated Purchase price = 50 created a lot with a weight of 10 pounds and sent it to consume took a lot with a weight of 2 pounds from consume (10 -2 )* 50 = 400 400>0 so we set the DC distributed cost (DC) = Estimated Purchase price Api shows the DC for lots that were receive from consume
23828	Add new statuses for IO. Ready to Price and Ready To Review	Inbound Order status `Receive Complete` was renamed to `In Processing`. We also renamed corresponding buttons: Inbound Order page Inbound Orders List page Inbound Orders List v2 page Inbound Orders List v2 page Inbound Order v2 page Inbound Order v2 page Added new Inbound Order status: `Ready to Price`: `Ready to Price` comes as a replacement of `Ready to be Priced` flag. `Ready to be Priced` checkbox is removed from Inbound Order page. Added `Undo Ready to Price` button, that will set IO status back to `In Processing`. `Ready to Price` status will be set automatically, according to Auto Price rules settings. Old `Ready to Price` and `Not Ready to Price` notifications will still trigger after order’s status change from `In Processing` to `Ready to Price` and vice versa. Added new Inbound Order status `Ready to Review`: IO can be set to `Ready to Review` status on Settlement page, after it is in `Ready to Price` status. `Ready to Review` can be undone with `Undo Ready to Review` button. Added new Notification `Ready to Review`. It sends to `Sales Rep` by default. It has a default template `Inbound Order is Ready to Review`. Added permission action `Allow to settle inbound orders without Ready to Price status`. It is enabled by default for all roles to prevent customers from breaking their workflows. When it is disabled - we will check a Settlement to be in `Ready to Price` or `Ready to Review` status, and if this check fails - we reject Settlement completion with error message: Added permission action `Allow to mark inbound orders as Ready to Review`. It allows users to mark Settlement as `Ready to Review` or `Undo Ready to Review`. It is disabled by default.
23669	HECI Code logic does not save the HECI During the audit	HECI is displayed when selecting an asset, also on the scan for edit page for assets I also removed error in the console when selecting a new model
22924	Add DHL as Carrier Option	Added DHL shipping provider
21760	Inbound order creation: Pricing tab for new UI	Old UI: New UI:
19551	Inbound order receive (v2): implement new UI for log work hours dialogue	Changes regarding design Form: Division is text field Job Number field is select with search Time Spent separated into two fields: Hours and Minutes, base on previous design Work Description: disabled resize ability, maxlength 500, do not implemented counter, since, since we use uikit and it doesnt support this feature, reopen if it’s need Log History activity role “tag“ deleted, since we dont have it new delete icon idded to the right of summary header, to delete all logs division info added under “number/time spent” row
23746	Master Item change - IPN, MPN specifications	Added functionality to save IPN, MPN. Can be switched on or off.