2025.0605 Sales & Service Release Notes

Ticket #

Description

CLA-37252

The Unpaid Commission View by Rep will now display the correct tot.

Ticket #

Description

CLA-36818

Corrected the logic for Post Sale Credit Claims to calculate Total List /Cost depending upon Selected Consist items only for Manual ConsistType standard packages

Ticket #

Description

CLA-37378

An Admin menu has been added to the top menu in the application to manage users.

Ticket #

Description

CLA-37221

When creating a quote with an existing opportunity, if the opportunity's source does not exist, it will be added to the list in the dropdown.

CLA-35888

We have ensured that the values for PSE Type indicated in the 2024-07 specifications from Caterpillar are available in your PSE Type options.  For further management of this lookup, use the Manage - Opportunity PSE Type secured module.

CLA-37263

The appropriate error message will be displayed when invalid information is typed in the Ranking field.

CLA-37310

Enhanced system for PSE leads to automatically retrieve work order numbers from linked Parts & Service quotes.

Ticket #

Description

CLA-37326

SAQ now uses customer / store labor rate, instead of standard job cost when adding a new piece of equipment.

CLA-37283

framework upgrades for SAQ

CLA-34504

SAQ framework upgrades

Ticket #

Description

CLA-36593

Improved Delete button visibility on the Work Order screen by ensuring it renders correctly without flickering when switching tabs.

CLA-37295

Fixed an issue with synchronization of DBS data to Service Link when a work order is updated from a quote in PSQuoter.

CLA-34946

Config key psQuoter.RepairOption.GroupPartNo.MultiSelection.AutoSelectAll.Enabled has been renamed to Global.RepairOption.GroupPartNo.MultiSelection.AutoSelectAll.Enabled

When turned on, this key will auto select all group part numbers when loading by standard job