Enhancements
Expanded Item Attributes Across Core Datasets
EnVision now exposes key item attributes across multiple datasets, allowing users to filter, group, and analyze data more consistently across reports.
Type, Grade, Size, Gauge, Feet, and Pieces have been added to the following datasets, with availability tailored to each dataset’s context:
Sales Order Invoice Lines
Quality Control Hold
Purchase Order Lines
Purchase Order Shipping Performance
Monthly Inventory Usage
Excess Inventory On Hand
Current Tags Inventory Levels
Shipped Lines
Inventory Minimum
For example:
Gauge, Feet, and Pieces are included only where dimensional or quantity analysis is relevant.
Type is consistently displayed as Type across all datasets, including Shipped Lines, where it is sourced from the appropriate item classification.
Salesperson Visibility Added to Credit Memos
EnVision now includes Salesperson 1 and Salesperson 2 in the Credit Memo dataset, allowing users to identify the sales representatives associated with each credit memo transaction. This helps managers analyze credits by salesperson and identify whether particular customers or sales team members are generating customer service concerns.
If salespersons are updated on the credit memo (including via the invoice corrections process), those updated values are reflected in EnVision. EnVision always displays the final salesperson values recorded on the credit memo, ensuring reporting aligns with how the credit was ultimately issued.
Bug Fixes
Sales Order Invoice Lines: Fixed an issue in EnVision where the Sales Order Invoice Lines datasource did not display product descriptions or product codes for non-inventory lines. These fields now correctly show the non-inventory product description, and a default “NonInv” code is displayed for those lines in reports.
Bar and Line Chart Reports: Fixed an issue in EnVision bar and line chart reports where Y-axis values became misaligned after adding an additional metric, such as Weight (LBs). Previously, the values for existing fields like Sales, Total Cost, and Profit could shift and display incorrect amounts when a new Y-axis was added. The axes now remain properly mapped, ensuring all values display accurately.
Shipped Lines: Fixed an issue where the Feet value in the Shipped Lines dataset could display the order’s footage instead of the shipped footage for transfers. The Feet value now correctly reflects the quantity actually shipped, ensuring consistency with weight and pieces data from Command Center and Warehouse Transfer programs.