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2023.1019 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2023.1019.

Introduction

These notes address new features and code fixes for version 2023.1019 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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Release Highlights

ServiceLink Flex: Offline Functionality

A wealth of new offline functionality has been added to ServiceLink Flex! It is now easier than ever to manage your work in areas with little or no Internet connectivity. 

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Customer Order to Invoice (COTI)

Ticket #

Description

CLA-27193

Enabled summary and drill down totals to match and save defaults to be the same in Overall Dashboard workflow report.

CLA-28901

Created new Read API to fetch Deal Cost Center codes and names. Endpoint is: /SMACodesDealCostCenters

CLA-29188

Created read APIs for the COTI checklist log tables. Endpoints are: /SMASaleChecklistItemLogs and /SMAChecklistItemLogs.

CLA-29294

Enhanced COTI to not create a change request notification when a deal is canceled. This feature is configurable using the following config key: 'ckDeal.CancelDeal.CreateChangeRequest'.

CLA-29524

Empty option is now an option on ckdeal.Consignment.Default key for the Consignment field on deal details.


Equipment Monitoring Toolkit

Ticket #

Description

CLA-29023

Enhanced EMT PM Execution Analysis report to handle all statuses.

CLA-17695

Enhanced EMT homepage to show correct values for CSA Closure Analysis.


iQuote

Ticket #

Description

CLA-28903

Configured a new API for the quote document text shop get ready data. Endpoint is:  /QuoteDocumentTextSGRs.

CLA-29081

Enhanced current indicator logic for Inventory Quote when model on Component Items are coming as empty from Price List.

CLA-29189

Enhanced the current indicator logic for On Order to show missing items when the Quote is created or Package Source is changed.

CLA-29161

Re-enabled getting data for DBS configuration when a user changes source of the package.

CLA-29187

Enhanced local items on quote document to handle "&" symbol.

CLA-29196

Increased the character limit of local item description to 200.


SalesLink

Ticket #

Description

CLA-28599

User will no longer receive an error when the Total is clicked in the 'SalesLink Executive Made Activities list' page.

CLA-29085

PSE Leads ID will now always show in upper case. 

CLA-29409

Enhanced the Opportunities Pipeline Region Report drill down on the Past Due/ Unknown column to match the total number.


Service Agreement Quoter

Ticket #

Description

CLA-27884

The application will now show events for models related to the assigned machine in SAQ.


ServiceLink

Ticket #

Description

CLA-29063

In ServiceLink: fixed an issue in the segment parts edit popup where the on-hold checkbox sometimes wasn't automatically checked when it should have been.

CLA-29291

ServiceLink templates will no longer generate invalidated tickets.