Relate Records to Lots

When setting up a Custom Form, you may now relate the Lot data source just like you could for Batches, Locations, and Equipments. Any records with a selected lot will now appear on that lot detail page, under its related item page.

Default Filters for List Pages

Under the Facility -> Settings menu, there is now a new section under the “User Settings” that allow you to set default sort options for the following list pages:

This will also affect the sorting when selecting one of these items from a drop down menu.

Audit Event for Removed Records in Work Orders

In the “Activity” menu on the work order page, whenever a record is added or removed from the work order, a detailed audit log history will be generated that includes a link to the record that was added or removed.

Shipping Order Changes

We wanted to inform you about some upcoming changes to the way shipping orders are processed in our system. These updates are aimed at shoring up some of the gaps introduced with the changes to Shipping Orders a couple months ago.

Regarding Previous Shipping Orders:

For shipping orders from the past few months where batch/lot/inventory information may be missing - we didn’t want to make sweeping changes to existing data, so you will be able to handle this on a case-by-case basis as desired:

Archive Purchase Orders

You can now archive empty purchase orders.

Purchase Orders respect Require Batch

If an Inventory Product has the “Require Batch” setting off, receiving inventory of that product in purchase orders no longer show a batch selector.

Add Plants by Location

You can now add all plants in a location to a work order by using the Add Plants - by Location function on the input drop down for work order types where plants can be added as inputs.

Multiples of the same product in BOMs

When configuring a BOM, you are no longer restricted to only one usage of a product per input or output.

Processing Loss as Measure Event in Work Orders

Processing loss is now computed as a Measure Event in Work Orders. The processing loss (which is calculated by default as Inputs - Outputs - Destruction) is now added to the inventory under work_order_processing_loss upon Work Order close. A new boolean flag, indicates system-generated processing losses. Reopening a work order will remove the system-generated processing loss. Currently, processing loss measure events are limited to SI units, with one loss event per SI unit type (mass or volume). The processing loss calculations prioritize consistency in SI units across inputs, outputs, and destruction.

Processing Loss Line Item in Comprehensive Report

A new line item for processing loss has been added to the Comprehensive Inventory report, this will appear for any Work Order that is included in the report and is marked as closed. This update ensures processing loss is computed and displayed as a specific line item, providing clearer insight in reporting into losses associated with each Work Order.

Custom Fields on Lots

We have introduced the ability to add Custom Fields to Lots. This enhancement allows users to tailor their data capture and management processes at the Lot level according to specific business needs, ensuring greater flexibility and precision in handling data capture.

Custom Fields CSV Upload for Lots

The Custom Fields CSV upload feature has been enhanced to support bulk uploads at the Lot level, supplementing the existing Inventory bulk upload process. Users can now select the “Lot” option in the dropdown and upload a CSV format where Column A is lot_name instead of inventory_name. There are no changes or deprecation to the existing inventory upload functionality.

Lot & Inventory Names on PO/SO PDF

Purchase and Shipping Orders PDFs now display Lot names and Inventory names instead of their IDs. This update enhances readability and ensures consistency across documentation and interface views. The change matches the names shown on line items in the Dashboard, providing a clearer presentation of PO/SO order information.

Lot Status Column in Inventory and Reports

The Lot Status column now appears on the Opening Inventory Detailed and Comprehensive Inventory report views, enhancing visibility and management of Lots.

Work Order Inputs returned in Outputs will be marked as Returns in Reporting

Work Order Outputs now include a new boolean property, is_return, which will be set to true only when initiated by the Return action from a Work Order Input. Both the Additions/Reductions and the Comprehensive Reports have been adjusted to differentiate between standard Work Order Outputs “WO - OUTPUT” and “WO - RETURN” created by the return input function.

Improved Product Code Naming Function

Updated the naming for Inventory and Lots to ensure Product Codes only use a single dash between items. Previously, names containing singular vowels resulted in additional, unnecessary dashes. For example, “Bulk A Flower” generated the product code “BLK—FLWR.” With the new function, any sequential dashes are truncated to a single dash, resulting in a cleaner naming “BLK-FLWR.” This improvement ensures more concise and consistent product codes across inventory items.

Bug Fixes

Password Reset Option for Admins

Administrators can now send password reset links to users directly from the User detail page. Administrators can manage password resets more efficiently without altering registration or email verification settings. Note: This feature does not extend to allowing admins to set passwords for other administrators.

Updated API Documentation URL

The API documentation now reflects the new /api endpoint. The previous URL api.elevatedsignals.com has been updated to ensure accuracy and guide developers to the correct endpoint.

Dashboard Update: Removal of Version Check

The dashboard no longer includes the “Check if a new version is available on training” feature. This change comes with a more streamlined dashboard experience.

Bug Fixes

Inventory Addition by SKU for SO/PO

Shipping Order and Purchase Order workflows have been enhanced by adding inventory through SKU. Enabling similar workflows to those available already in available work order inputs. Previously, users had to filter by product and navigate through multiple browser tabs, causing delays and inefficiencies. This update streamlines the process, reducing the time and effort needed to manage inventory in the system.

Allocate Inventory by Purchase Order ID

Users can allocate inventory directly to a Purchase Order using its ID, similar to the SKU-based allocation for Shipping Orders. This enhancement streamlines inventory management and improves efficiency by allowing for quick and precise allocation based on purchase order identifiers.

Orderless Shipping

Users can now ship products immediately after allocation without the need to create an order. This allows for a more flexible Shipping Order experience depending on whether or not inventory is already on hand.

Improved Inventory Allocation Workflow

In a Shipping Order, clicking the +1 button on an allocation-only item now triggers the direct allocation workflow.

Fix Inventory for Sales Orders in PDF

Resolved an issue where duplicate inventory entries appeared for orders and allocated inventory in PDF exports. Inventory details are now accurately reflected to prevent confusion and ensure data integrity in sales documentation.

Related Item Section for Lot Detail Page

The Lot Detail Page now features a new ‘Related Item’ section, enabling users to view and access associated records with ease. This addition improves the ability to quickly reference and manage related items directly from the Lot Detail interface, enhancing overall workflow efficiency.

Edit Vendor on Inventory

Users can now edit the Vendor of an Inventory buckets after a Purchase Order has been created. This improvement addresses a major pain point by allowing corrections to be made without reopening all related work orders and receiving processes. This is particularly useful in scenarios where an incorrect vendor is initially entered, as it enables users to swiftly rectify the Vendor on the PO and ensures smoother compliance with external requests, such as those from the CRA. This feature enhancement simplifies inventory management and reduces the administrative burden associated with vendor corrections.

N/A Option in Data Select Fields

Added a checkbox option to data selects in the form builder which will allow users to choose N/A (if the box is toggled in forms. This allows forms with required data selects to still be filled out if there is an instance where the select is not applicable. The data select will default to N/A.

Custom Fields Visibility in Batch Reports

Custom fields for Batches were previously not visible through Cultivation/Plants reporting. This update ensures that these custom fields are now displayed in detailed inventory reports and are included when exporting to CSV, providing comprehensive visibility for all necessary data.

Batch Custom Fields in Plant Labels

Enables the inclusion of batch custom fields when creating plant entity labels, enhancing the flexibility and detail of plant-related documentation. This functionality simplifies the setup process by integrating relevant batch-specific information directly into the plant labels.

Batch Release Forms Report Enhancements

The Batch Release Forms report now properly filters batches based on the selected timestamp, using the form submission time rather than the first verification time.

Bug Fixes

N/A Selection on Selects in Forms

Added a checkbox option to selects in the form builder which will allow users to choose N/A (if the box is toggled in forms. This allows forms with required selects to still be filled out if there is an instance where the select is not applicable. The select will default to N/A.

Purchase Orders for Customer-Flagged Vendors

Restored the capability to select any product in purchase orders when the associated vendor is flagged as a “Customer”.

Batch Lifecycle Report for MJardin

The Batch Lifecycle Report has been enhanced to work for General Inventory. Previously this report was only available for Facilities using legacy Substance Types. The report is still in beta.

Bugs

Allow Drying and Harvest Work Orders to Consume Non-Cannabis Inventory

In response to customer feedback and feature requests, Drying and Harvest Work Orders can now consume non-cannabis inventory items such as packaging materials. This change ensures accurate inventory management by decrementing used consumables during the Harvest and Drying process. The Drying and Harvest work orders will now respect Work Order Type guard rails, allowing a more accurate and flexible management of materials allowed in these Work Orders. The Work Order Type section also includes three new options: Plants allowed as work order input, Plants allowed as work order output, and Plants allowed as work order destruction, and users may now add a Bill of Materials (BOM) to these Work Orders. The batch selector for inputs and outputs will still default to the related batch.

Hidden Required Data Select/Select No Longer Block Form Submission

We address a specific edge case in forms involving data selects and selects, particularly when these elements are required, have a multi-select with a minimum item condition greater than zero, and are hidden by a conditional logic. The expected behaviour now ensures that the form can submit even when these conditions are met. Previously, such fields would invalidate the form and block submission due to the dual conditions of required fields and minimum items. The update aligns the form validation logic so that if a select/data select field is hidden, the form remains valid. If visible, it must meet the minimum item condition to maintain validity. This improved logic also extends to repeatable form sections and table elements.

Bugs

Shipping Order Non Existing Inventory Go Live

This update introduces a crucial improvement for managing shipping orders by allowing the addition of line items for inventory that does not yet exist. By ensuring that the system accurately reflects available inventory as well as future required inventory, operators can avoid processing errors and delays. The feature highlights operational efficiency, reduces the risk of shipping discrepancies, and improves overall inventory management accuracy.

Batch Consumption Report

The Batch Consumption Report enables users to generate comprehensive insights into batch activities. This feature allows users to select a date window to view all batches with active inventory (non-zero, non-negative). For each batch, the report includes work orders that have output to the batch and incorporates all related input, output, and destruction items, along with custom fields. Users can easily filter the report by batch name, displaying all corresponding inputs, outputs, and destructions related to work orders producing inventory for that batch. This report begins with the batch as the first column and offers a holistic view of batch-related activities.

Shipping Order Actions - Ship All Button Restored

The “Ship All” button in the Shipping order actions dropdown has been restored. Previously missing due to changes in handling pending inventory, it now correctly appears when inventory is allocated to line items in the shipping order.

Visual improvement of numerical rounding on Calculated Fields in Forms

Addressed floating point inaccuracies observed in forms when users do not set a decimal limit on their math output. By implementing a precision limit just below the actual precision of 16 digits in displayed output, the forms now present cleaner and more accurate numerical values. This fix enhances the reliability of the forms, preventing round-off errors in the output.

Bugs

Refined Reporting Sidenavs with Custom Column Picker

We have introduced the ability to select custom columns for CSV reporting. This enhancement permits users to default to existing columns per report while adding additional columns to the right of the default report fields. This feature is initially available for the following reports: Additions/Reductions, Opening Inventory, Opening Inventory Detailed, and the Destructions Report.

Improved Error Message Feedback for Major & Minor Form Version Fields

Enhanced error message feedback will now be provided when users enter decimal values in the Major Version or Minor Version fields during form schema updates. Users will receive clearer guidance, ensuring smoother form updates and reduced confusion. This improvement addresses an issue where invalid inputs like “13.1” resulted in a confusing error state.

Investigate Password Reset Links Not Being Sent

Fixed a potential issue where users who have been invited but have not registered yet may receive an unclear message regarding the password reset process. This could lead to confusion about how to proceed with account recovery. Our team is investigating the root cause to ensure a clear and effective communication path for users in this scenario.

Bugs

Product Custom Fields Visibility and Editing

Custom fields are now visible on the Inventory Product detail page to provide a comprehensive overview of product-specific details. An edit icon (pencil) at the end of the list provides a direct link to the custom field edit page for convenient modifications.

Batch Effective Date Editing

In the batch edit menu, users can now set the “Effective Date” or the “Creation Date” of a batch, allowing for accurate backdating of items. This enhancement addresses the needs of customers who miss setting the correct effective date during batch creation, eliminating the prior requirement to rename and archive batches or request database edits. The feature is included in the ES audit log trail to maintain a record of who performed the edit and when it was executed, ensuring transparency and tracking within Elevated Signals.

Facility Setting for PDFs Printing Fields Hidden by Conditionals

A new facility setting allows users to choose how Record fields hidden by conditionals are printed in PDFs. Previously, hidden fields would appear empty, potentially causing confusion. This update accommodates varied customer preferences, ensuring information displayed aligns with facility SOPs. Users can now configure their PDF output to include or exclude such fields, enhancing clarity and adherence to site specific SOPs.

Add Inventory Categories to Work Order Input/Output/Destruction Guard Rails

We are introducing the ability to categorize Inventory within Work Order Type guard rails for input, output, and destruction processes. This enhancement aims to streamline system configurations, significantly reducing onboarding setup time, and limiting the necessity for ongoing adjustments to work order type settings when new products are introduced. By adding Inventory Categories to guard rails, users can maintain more organized and efficient workflows, minimizing administrative overhead and simplifying product management.

Form Elements Conditional Submission

Required fields now only block records from submitting if the form element is visible, improving the Record completion experience. Previously, even hidden fields due to conditional logic would prevent submission. This new behavior ensures that required fields within repeatable form sections and other form elements only enforce submission when they are shown. As ana example, if a text field becomes visible based on a checkbox selection, it follows this submission rule: if the checkbox is unticked and the text field is not visible, the form is submittable; if the checkbox is ticked and the required text field becomes visible but is not filled, the form is not submittable; and if the checkbox is ticked and the text field is visible and filled, the form is submittable as intended.

Dashboard Destruction Lot View Issue

Improved clarity in Destruction lots when Destruction Lot ID is similar to Destruction Lot Name.

Bugs