This document will continue to change as patch notes are added throughout the lifecycle of v23 release.

These patch notes relate to the major system release of v23b8. Each patch is noted by the suffix ending of the build number. For example, the first patch release is v23b8.1 where the .1 represents the patch number.

System enhancements and new features are ongoing with your Pacific Solutions’ management systems. It is important to establish an internal education administrator who can constantly stay current on release information and conduct internal education on system enhancements when necessary.  

For a successful system update, we suggest your internal education administrator follow these steps before updating your management system: 

1. Read through the release notes and highlight significant changes that might affect your day-to-day workflow. 
   
2. Depending on how many update cycles you are updating through, be sure to review all of the release notes since your previous version.
   
3. Watch all available videos to learn the design and intent of each system enhancement and feature.
   
4. Schedule time with department heads to discuss any enhancements/changes that directly affect their day-to-day processes. Departments can then adjust any internal documentation for staff.
   
5. Be sure to follow all instructions provided by Pacific Solutions before performing any update on your management system. Once the update is complete, *Review the Personnel Access Levels in Admin* for new settings.  
   

Patch Release v23b8.1

1. New FloorRight integration process is introduced. This uses an import screen now to review the data before import and allows users to import additional take off details to an existing proposal.
2. New RFMS Measure integration is introduced. This uses an import screen now to review the data before import and allows users to import additional take off details to an existing proposal.
3. New Estimat-All integration process is introduced. This uses an import screen now to review the data before import and allows users to import additional take off details to an existing proposal.
   
4. New Measure Square integration process is introduced. This uses an import screen now to review the data before import and allows users to import additional take off details to an existing proposal.
   
5. Tableau clean up tools has been expanded to include proposals and sales.
   
6. New .xlsx spreadsheet importing is introduced at proposals. Users can import proposal details from a template .xlsx file.
   
7. Printing of work order print preview screen was tidied up for clearer user experience.
   
8. JobRunner project controls has an enhancement to remove older validation messages that some clients were receiving.
   
9. Attachments at the work order has been improved when adding new attachments directly at the work order. The add new arrow was moved from the line level to the tab header.
   

Patch Release v23b8.2

The highlighted items are changes we believe could potentially affect your day-to-day procedures.

1. Mission Control filters have been added for Ship To address information and Sold To address information.
   
2. Customer Payments has 2 new workflow changes:
   
1. A new pop over menu of payment actions displays when navigating to customer payments. You will select from 3 options: Find payment, Find All payments and New payment. This dialogue happens when you are navigating to the payments area from the navigator or the bottom navigation bar. This does not appear when you use the transfer function to create a new payment.
   
2. You can now back into the total payment amount by selecting invoices in the customer payment area. When taking a new customer payment, simply select the invoices to pay first and the system will add the selections as you make them to the total payment amount in the Payment Amount field. This is helpful to reconcile the paid invoices to the payment total. You may also process in the previous manner.
   
3. You will see a new column in the payment spread tab called Merchant Fee. This is used by the integrated payments card processing with Cyncly Pay. This must live permanently now even in systems without Cyncly Pay. It could not be hidden. 
3. CCA Gateway enhancement for product pricing is able to use the everyday and sale pricing to set margins on these products.
   
4. PS Mobile has a new modern look to the UI (user interface). Functionality remains the same. The aesthetics have had enhancements.
   
5. Vendor AP list view has new filter fields at the top header to filter a found set by values in the list. For example, finding all APs for a project number will produce a list of all APs created on behalf of that project. The list view can then be filtered by Vendor name, AP status, Accepted status and Material PO status within that found set.
   
6. Vendor bills has an additional Misc section of tabs that includes an activity log. This activity log displays actions and the person that executed the action.
   
7. JobRunner Only: Find for all accepted and not approved change orders in the orders file. The find screen has a new find checkbox in the middle of the search screen to locate all change orders with a status of accepted but not approved (for billing). This search checkbox can be combined with other search fields. This list can then be exported with the export button option for "CO Accepted, not approved".
   
8. JobRunner Only: An additional unlock project control was added to allow people to modify material and labor descriptions after unlocking a job.
   
9. Personnel restrictions have been added to keep people from ordering POs. individuals can be set to view the POs but not mark them ordered.
   
10. CRM Activities tab has been enhanced to include all CRM activities on all tabs across related documents including all pending and completed activities.
    
11. Sales Analysis Invoiced Report has a second "export 2" option that exports the data in the legacy version 2 format. Filters have also been improved.
    
12. The new sales and use tax report is active. This will be activated when we run the update on your system. In progress jobs will finish out on the previous tax report and new jobs will automatically migrate over to the new report once activated. Please see this help center article for the new report: Sales and Use Tax Liability Report 2024. It is important to review and familiarize yourself with the new report and how to navigate taxes with both reports during transition. 
    
13. Claims module processing can now have a specific labor GL mapped for posting to the income statement separately from other labor ledger accounts.
    
14. Product Structures that have activity will no longer allow deletion.
    
15. Profits tab area displays self-assessed tax was enhanced to display better clarity on self-assessed tax amounts versus costed tax amounts. The self-assessed tax is part of the material landed cost in projects as it is an anticipated pass-through cost.
    
16. Transferring a work order for a quantity that exceeds the line quantity at the job is no longer allowed. Please create a new line for more labor quantity separately. This can be done in various ways. Please contact support if you need guidance.
    
17. Improvement in transferring from a request measure to an opportunity to include the ship to address information.
    
18. Warehouse Management Mobile module will now exclude expired inventory items by default. You may include these items in your finds by selecting the checkbox to include them.
    
19. PS XLSX importing to proposals is now live. This ability is to import a specific .xlsx template of data directly into lines of the proposal.
    
20. Estimation imports can be imported repeatedly into proposals that have not been transferred to a sales order. Once the proposal has been flagged as transferred to a sale (job) no more imports from the estimation import will be allowed.
    
21. Payment integration: Cyncly Pay is now in live beta. Coming soon to all clients.
    
22. A new required GL account will be automatically added during this update. The account 7.7.7.7 Merchant Fee Suspense is the new current asset ledger account. You MUST change the number of this account to be consistent with your current asset numbering sequence. This account is in preparation for Cyncly Pay integration and will not be used by the system in any other function. Please remember to refrain from making any postings to this account manually.
    
23. QuickSale payments options have been cleaned up to display the credit card payment option as one button. Once you click that button, you will have a chance to select a payment type from your menu list at the card information screen.
    
24. Bank reconciliation screen has an improvement to clear payments by date regardless of check#. You will see 2 options now in the bank rec area: Clear Date Range and Clear Check # Range.
    
25. Bank deposits screen has new columns added in preparation for Cyncly Pay. You will see these columns in the new deposit selection screen: Settlement Date, Payment Group, and MID. These columns are used by Cyncly Pay which is in beta presently and will be available in the near future for all clients. 
    
26. Spec-ID has a new option in the settings (gear icon) area. The option to select where to send the Spec-ID notes that import over can be determined by selecting; Customer Notes, Installer Notes or PO Notes in the settings list.
    
27. Inventory Transfer validations were added. These are the validations: Quantity being transferred must be equal to or less than the quantity verified, and the transferred quantity cannot exceed the quantity available.
    
28. JobRunner Only: The project tab now has the trending budget function in the expanded view of the project budget and cost details. When you use the more details button on the project tab in the project job analysis area, the overall project trending budget analysis screen will be available. This is similar to the trending analysis screen on the profits tab. The project tab trending anaysis will display all of the lines across the project.
    
29. The sales analysis written, and invoiced reports now adhere to salesperson report restrictions so that more users are able to use these reports and only see their own data.
    
30. Integrated payments with Cyncly Pay is now in beta.

Reminder: The new Sales and Use Taxes report will be automatically active after the update. Please see the link in item# 12 for more information.

Miscellaneous tweaks and fixes in v23b8.2

1. Corrected a navigation issue in sample checkout some clients experienced with lines returning to the top of the sample list unexpectedly.
   
2. Corrected an AP restriction on stock material purchase orders that sometimes would validate delivery and posting dates for some clients.
   
3. Addressed an issue a few clients had when auto locking non rev rec jobs. There is better distinction in personnel settings to which locked job exceptions work on which types of jobs.
   
4. Addressed the issue of Todo's not linking to the customer record in the dashboard when the activity was created at the customer record. System will prompt when the Todo is orphaned.
   
5. Enhanced the SY and LF calculations in the Warehouse Mangement Mobile module that a few clients were experiencing with certain products.
   
6. Addressed a workflow redundancy in Warehouse Management when using FileMaker Go during bin number entry and using the camera.
   
7. Addressed a label nuance in some systems when printing a job 4x6 label from the Warehouse Mangement Mobile module.
   
8. Corrected an infrequent budget adjustment issue in legacy versions of JobRunner.
   
9. Addressed unlocked job allowance for re-look up of labor costs to change the budget in JobRunner. When users have the ability to "allow rev rec job labor line lookups", the reselection of an established labor type/description will override the existing budget on a job and replace it with the looked-up cost/budget for the labor. Note: this allowance is not recommended as it produces unwarranted changes historically to your WIP report.
   
10. Addressed an issue with refreshing the inventory as of a date on the inventory analysis report that a few clients were experiencing.
    
11. B2B for Beaulieu has had enhancements for optimizing import.
    
12. Corrected an issue in Warehouse Management Mobile module where some users were experiencing missing barcodes on bin labels through web direct connections.
    
13. Speed improvements were made between product catalog and proposals.
    
14. Spec-ID improvements were made between imported lines, system product catalog links, width/length entries and unexpected merging style information.
    
15. Improvements were made to the purchases by fiber report.
    
16. Corrected an issue where jobmail may not copy when selected to copy in the copy quote process.
    
17. Improved a salesperson restriction when navigating from the customer sales history tab to the sales file. System will adhere to restriction to restrict salesperson to viewing their own sales records.
    
18. Customer and Contact list view column sorts were enhanced to adhere to ascending and descending parameters.
    

This section is currently in progress. Please excuse our dust while we build out the next patch list.

The highlighted items are changes we believe could potentially affect your day-to-day procedures.

Patch Release v23b8.3

1. The entry person now displays on customer payments.
   
2. Customer Payments has a new action button at the top navigation bar called GL Summary. This button will show you all the GL postings that were made by the system for that payment transaction.
3. Remember: the customer payments area has a new workflow as of v23b8.1. When you navigate to payments from the navigator a pop over menu asks which step you would like to take: Find Payment, Find All Payments or New Payment.
4. The CCA changes for drops and column reorganization has been accommodated in the B2B exchange.
5. Installer Accepted and Unaccepted reports now have an export report option when clicking the blue continue button.
   
6. Installer Owed and Paid reports now have an export report option when clicking the blue continue button.
   
7. All Web Help buttons in the system now take you to the Help Center. Be sure to sign up for the help center to access knowledge base articles and videos. Be sure to sign up for the help center when prompted.
   
8. Warehouse management mobile Webdirect now displays a drop-down list for the bin locations instead of a pop out list. This list pulls from the value list in admin.
   
9. Warehouse management mobile Webdirect now has type ahead in most fields.
   
10. Discounts and setting the GPM has a correlated alert message added. When a customer has a discount applied to their proposal and you use the GPM tab to set the margin, the system will alert you that there is a discount present, and that the GPM will be lowered due to the discount.
    
11. Project Invoice and Invoice Custom has a new options menu when selecting the "pencil" remaining button. A new options window opens with selections for all remaining, materials remaining, labor remaining, received, delivered, or cancel. This is to be able to bill for all remaining material OR labor separately.
    
12. FloorManager Only: a project manager field has been added to several areas. This field can be used for internal or external notation of the job's project manager. This field is a free type field with no value list. There is a field at the customer record behind the accounting tab. This field also displays on the quote, the sales, the purchase order and the installer workorder. The project manager entered at the customer record will transfer into these other records, however, the project manager field may be changed on a record-by-record basis without changing the one established at the customer record.
    
13. FloorManager Only: The admin setting to allow additional cost entries and deletes at the job now includes the access to do the same at the AP misc tab. The setting called "Additional Cost Entries At jobs & APs" now controls both this ability at the job level and at the AP level.
14. Mission Control now includes the project manager field and has been included in all three mission control export options.
    
15. Purchase Order header contains a new column of information. This new column to the far right, organizes the entry person name, the salesperson and the project manager.
    
16. Installer Workorder header contains the project manager field in both JobRunner and FloorManager.
    
17. Installer Workorders that are negative value will now work like positive work orders. The negative work orders will not automatically show as Paid. You must process negative workorders the same way you process positive workorders by using the accept/paid function to close them out.
18. Zoom Levels were improved for the personnel/access area and the zoom setting is now tied to the admin zoom setting.
    
19. Scheduled routines for Confirm Inventory and Confirm Jobs have been enhanced to improve speed and reduce the amount of time the routines take to complete.
    
20. JobRunner Only: correcting delivery of stock to percentage completion jobs now validates that the correction (undeliver) date is not prior to the original deliver date.
21. AP Payments screen has a new Refresh button at the top navigation bar. Use this to refresh older legacy data on the viewed payment record. 
    
22. Jengai is currently in beta phase. 
    

Miscellaneous tweaks and fixes in v23b8.3

1. Addressed an issue where copying a proposal would not land on the copied proposal.
   
2. Corrected a restriction issue for customer creation when users are attempting to create customers from opportunities and proposals.
   
3. Addressed an issue between FloorRight and the system when sending to proposal where the system would sometimes not link to the product catalog items that were assigned.
   
4. Improved the printing experience of the G702/703 form where some users were experiencing a drop of the second page.
5. Addressed a product ID issue where users could change the color of a PID on a job without clearing the PID first. This would cause stock material to be allocated incorrectly.
   
6. Improved warehouse management mobile validation of received quantities when multiple clicks to the quick receive button have been performed by the user.
   
7. Improvement to the Gmail text displayed in the CRM activities to show as plain text.
   
8. Addressed a PO issue where some users were receiving access denied messages at the PO when they had access rights to receive at the PO.
   
9. Improved an experience some users were having in the more-lines layout with sell prices.
   
10. Improved an issue with To-Dos being created at the change order so that the created-from number displays the proper change order number.
    
11. Enhancements were made to the JobRunner locked jobs behavior to reduce the "access denied" experiences that were in error.
    
12. Fixed the carrier filter in warehouse management mobile in the receive list view.
13. The pick ticket width and length fields will now display more accurate information based on the product structure.
14. Improvements were made to the installer workorder and AP relationship to better validate how an AP credit displays at the workorder.
    
15. Improved the page numbering on the letter of transmittal form.
    
16. Enhanced the holdback payments display in the AP payment list where some users were experiencing omitted records.
    
17. Improvement was made to rounding when utilizing the job filters for not invoiced labor lines. This eliminates false results for not invoiced lines.
    
18. Enhanced the AR invoice printouts to include the invoice stamps. All of the itemized and non-itemized invoice prints now display the invoice flags (e.g. Past Due) when selected for printing.