RazorERP PRD Build, 26062025

Identifier

Issue / Request

Resolution/Change

24806

Quote Statuses Improvements

• new quotes statuses (Inbound Order and Quotes pages in the old UI):

Open

Don’t pay attention to the old grouping in the screenshot below (the crossed area):

Open

The relevant information on the new Statuses is shown in the column:

Open

• New Inbound Orders page:

  Open

  

It will be also possible to use the filtering option to filter by the statuses you need to see:

Open

• The Edit page:

Open

For now quotes with the statuses Won or Lost can be only printed. All other actions are forbidden. If a status is changed to Won or Lost on the Edit page then you will be redirected to the Inbound Order List page.

The new statuses transitions diagram:

Open

1. Draft - is a completely new status.

2. Open - is ready to be sent or is already sent.

3. Won - converted to Order.

4. Lost - Rejected/Voided/Canceled.

To apply a new status, you should tick the Quote you need to work with, open the new drop-down with the new statuses, choose the needed status and click on it - the new status will get applied and you will see a pop-up with the relevant information on the action fulfilled.

The 'Convert to Order' button on the New Inbound Orders page will be also available along with the new statuses drop-down when a quote in the Open status will be ready for converting it to Order.

24914

New Device Audit fee – separate from Audit fee

Audit fees per condition were added to the Razor App API:

Open

The single audit fee is also required. It is used when audit fee for asset condition is not specified.

24917

Quarantine Pop-up notification at sign on

Added a notification after user logs in. It works for both email/password and SSO login.

Open

24958

Paid/Not-paid Status Addition to Invoices

Endpoints:

/api/v1/invoice/ar/finalized-after

/api/v1/invoice/ar/finalized-between

/api/v1/invoice/ar/from-auto-name

/api/v1/invoice/ar/from-id

1. Invoice Status Filter

Invoice Status filter has been added to the endpoint list provided.

Open

 

2. Invoice Status Column

Invoice Status column has been added to the response.

Open

25062

Final Grade filter addition to Fast Search

The filter has been implemented on the front-end

Open

Open

24314

attribute defaults not updating

The duplicate model click is no more available with the new control. We’ve added a new dropdown action to replace it.

Open

24945

Making Weight a Required field

Additional check for the value in the Weight field has been added.

1. ERP → Recycling → Contracts

 

1.1. Select YI-10429 contract and update.

Open

1.2. Go to Commodity pricing tab and add commodity.

Open

1.3. Select added commodity and go to the Requirements dialog.

Open

2. ERP → Inbound Orders

 

2.1. Select inbound order (for example IN-7039) and change.

2.2. Add contract in change inbound order dialog.

Open

3. ERP - Audit Order / Assets

 

Asset verification is performed only at Final Step.

3.1. Select asset, set weight to 0 and update.

Open

24962

Data Erasure Tab Improvements

2 new configuration fields were added for Drive Size attribute and Drive Size Received attribute in System Settings:

Open

When a hard drive removed for the first time - Remove Hard Drive dialog is shown:

Open

When removing a hard drive that already have an asset - the short version is shown:

Open

When Hard Drive Capacity was changed or new Drive was added - the popup dialog is shows when saving asset to confirm Drive Size and Drive Size received attribute values:

Open

The option to subtract drive weight from parent asset’s weight was added:

Open

Real attribute names now are used in dialogs:

Open

The new option for default workflow step for removed hard drive was added:

Open

The options to show print dialog automatically afer removing a hard drive was added:

Open

25033

Logs for HDD Remove

Logs for adding and removing hard drives were added:

Open

Open

24974

ShipTo Addition to the Inbound Order API

Added ShipToCustomerId, ShipToContactId, ShipToAddressId to the following Inbound Order API methods:
/api/v1/InboundOrder/all
/api/v1/InboundOrder/{id}

25036

Post error

Added lookup API endpoint:

Open

Open

The Name property (provided by the lookup method) should be supplied to method POST api/v1/RecyclingService as ApplyType.

25034

Pick List Issue

Added sorting by Sale Id field

24860

add grade to different Grids and sections

Added the Grade column to the lower grid section of the Pick List Edit page.

Open

Open

Open

24976

Customer Portal - Character Limits

Extended the maximum field length limit

25010

Fast Search Grade filter doesn't work for all Categories.

Fixed Grade filter. Replaced LogicalOperations.Or with LogicalOperations.And. The filter now includes categories.

25015

Processing Portal Quote with error.

Fixed, Portal Quote should be converted to quote/inbound order.

23514

Box Program: Razor - Recovery request - receive by serial (return)

For the recovery request on Razor, we receive assets.

Open

The return by asset functionality means this, if the asset was Sold or Redeployed. If you scan/put the same serial, we get the previous receive info for it and show confirmation dialog. If you select that the asset is return asset, the additional information is sent which ties two assets. Assets can be tied only if the asset is receiving for the same customer, but in the different inbound order.

The confirmation should look similar to this

Open

24971

In Audit by Location, international wrong UID scanned does not pop up with wrong location.

Fixed, wrong UID scanned will pop up with wrong location.

24989

CRM Account page addition

New column created in the table for the accounts page to display all sub accounts for each account separated by commas i.e [1 time, 1 guy and mouse, razor]

24959

Reports -> Reports. Error parsing InventorySoldTotals in multiple reports.

Fixed dapper registration for customer inventory sold report generation.

24946

Attaches duplicate when added to the purchase order

Issue lead to duplication of uploaded files to the purchase order was fixed. Problem was related to disable\enable upload feature when PO status is changed to cancel and back.

24937

Box Program - Missing Grading Devaluation on contracts already set

Display of templates has been fixed on the assets page. Now customer templates should be shown on assets and audit lots for box program orders

24923

Sold filter has been added to Fast search page

Features/Improvements:

1. System Settings:

   1. Added Show items which are not in the warehouse checkbox to Optional Sections settigns:

      Open

      

       

2. Fast Search page:

   1. When the Show items which are not in the warehouse setting is disabled, we will set an additional filter on the backend to exclude Sold items:

      Open

      

   2. When the Show items which are not in the warehouse setting is enabled we will show all items including Sold:

      Open

      

24916

Customer Settings for email notifications (recovery requests and redeployment requests)

'A Load is Scheduled.' notification renamed to 'Inbound/Outbound Order is created' and moved from 'System' to 'Recycling Orders Notifications' group.

Fixed sending of 'A Inbound Order is Received' notification for inbound order which created for a recovery request. Notification is send when inbound order status is changed from Pending or Partially received to Received (In Processing).
Inbound order become Received when all items from the recovery request got the Redeployment, Resale, Scrap status.

24888

Razor API - Purchase Order API - Invoice Number not populating

The Invoice Number field was intended for Invoice # Purchase Order field:

Open

We can show the actual invoice name there if Invoice # field is empty. But Invoice # field should have priority because someone else may already using it.

If the customer need actual invoice details including its number - they can retrieve it using invoice API.

Open

24851

Client Portal. Can't edit the user profile.

Fixed, User Profile can now be edited and saved.

24844

Edit Inbound Order--> Estimates tab --> Commodities grid. Inserting string values ​​into numeric columns

Fixed. Now, if the data we insert into numeric fields is text, it is not inserted.

24830

Multiple signature reports. Error 424 on generate a Recycling report in Inbound for a Recovery Request

This problem occurred when generating some reports. Freight carrier check was added.

Open

24808

External ID addition to entities

Added External IDs to the following entities (to the basic model):

• Inbound Order = Quote

• Commodity

• Service

• Save External IDs of Master Items

24807

REPs addition to SO, AR Invoice and Inbound Orders API

Added REPs to SO, AR Invoice and InboundOrder API:

• ID

• Name

• Email

24802

Move Lot Location RazorERP Mobile App

Fixed the lot location move option in the RazorApp

24754

Pallet count under estimated material, it will reset to 0. Enter something, save, and refresh the page you will

Fixed InboundOrder Pallet count mapping.

24733

Workflows not showing how many lots on a specific user

User has a Show Only Inbound/Outbound Owned by Themselves restriction set in role settings.

Open

This restriction worked for counts but, doesn’t work for grid. To align the counts and grid data restriction was removed for counts.

24721

Warranty column has been added to RMA Report (Inventory) report

Added column Warranty - warranty of sales order.

Open

24699

Adding driver signatures: endpoint addition for the Mobile App design.

Due to the requirement for documents to be signed by multiple signers instead of a single one, the system now support storing and managing a list of signers associated with InboundOrderJob. Initially, the implementation allowed assigning internal users to a job. However, it has since become necessary to also support assigning customer contacts to the order job, with the ability to flag both users and contacts as required signers IsSigner.

24687

New Inbound order: Invoices and Time sheets tabs have been removed

Removed the tabs

Open

24659

Category field has been added in the Purchase order - Recycling report datasource

Added a 'Category' field to the report datasource for AR Invoice – Recycling and Purchase order - Recycling

Open

Open

Open

Open

24649

A Quote Error with the Ship To address

Fixed bugs in creation and updating of inbound orders and quotes. In particular, the fields in screenshot:

Open

24636

Can no longer select multiple cells or ranges of cells in tables in newer Razor pages after latest update

Added a cell section. It was broken after the AG-Grid library updating.

24633

Client Portal API - User Management Endpoints

Added responses to endpoints
https://client-api.dev.razorerp.com/swagger/index.html#/CustomerContacts/put_api_v1_customers_contacts_client__clientId__role - to set a role for a user (IsAdmin - true/false)

https://client-api.dev.razorerp.com/swagger/index.html#/CustomerContacts/put_api_v1_customers_contacts_client__clientId__status - to change the status of a user (Active or Inactive)
https://client-api.dev.razorerp.com/swagger/index.html#/CustomerContacts/delete_api_v1_customers_contacts_client__clientId_ - to delete a user
https://client-api.dev.razorerp.com/swagger/index.html#/CustomerContacts/get_api_v1_customers_contacts_client__clientId_ - to get a user by id

24623

Box Program Issues to resolve.

-Enabled Inline editing for the billing pricing
-Smaller sized resolutions on the receiving has been updated
-Production receiving process in the box program has an issue with no locations showing has been fixed

Open

24616

Box Program: Contact addition

Contact full name from pickup address has been added to the client portal grid.

Open

24610

Box Program Complete status for Remarketing

1. When we change the asset workflow step to Resale or Scrap, we change the item status of remarketing order request to Accepted, but if we change the workflow step back to Redeployment or other (not resale or scrap), the item status will go back to Pending.

2. If all items in order request are in the Pending status, the order request status will be changed to Awaiting Fullfilment.

3. If all items in order request are in the Accepted status, the order request status will be changed to Completed.

1. Razor -> Box Program

 

Open

2. Razor -> Recycling

2.1. Assets page

Filter by uid and select asset:

Open

Update asset workflow step to resale or scrap:

Open

Open

2.2. Audit page

Filter by uid and select asset:

Open

Update asset workflow step to resale or scrap:

Open

 

24603

Recycling -> New Inbound Orders -> Receive Lot. Incorrect Tare Weight on editing.

The tare weight value is now 0. If you want to use the default tare weight you can click the button below the package type select.

Open

24602

New Inbound Orders. Duplicated order in 'Cancelled' status

Unique index was added. The duplicate job issue may be due to the fact that user was able to click the save button multiple times.

24590

Report File Name Display and Download Issue

Fixed the filename sanitizer to handle date formats that use forward slashes and commas, while preserving dates with hyphens and dots unchanged.

24588

Add Service Types to the Inbound Service Types Drop Down

Added the following service types to the Service type dropdown.

ITAD

• Shredding

• Logistics (Pack N Ship)

• Enterprise Services

• Smart Hands
  
  

  Open

  

24577

Box Program: UI Changes

Client portal view buttons update; user can cancel, edit or close the screen to go back.

Open

24568

Box Program: Reference field addition

Added the reference field and column.

Open

24564

Report Designer: Need to replace OS forbidden characters in filenames on report generation

Fixed replacement of invalid characters in the report file name.

Open

Open

Open

24554

Portal PO# Bug

PO field on account page overwrote PO field that client specified on portal.

Open

Expanded the condition, now field is not overwritten if field has an empty value.

24534

Box Program - International Date Format to US/Domestic Format

The date and time format can be selected in the Edit Profile page.

Open

Open

I’ve implemented rendering of this format to all places where dates are used.