April 2022
Completed Support Items:
Customs
Sales Rauland Report
 - Added Offer types to report & Opportunity
Rauland tab.
Open PO product showing on call after being marked inactive
 - Bug in custom fixed.
Bug Fixes
Work Orders going to confirm status when tech added parts
 - Fixed in latest update.
New or Updated Reports, Dashboards, or Workflows:
New Reports
Annual Sales Performance
 - Report for sales leaders.
 - Shows the sales performance by rep processed order vs. quota.
Edits to Existing Reports
Packing Slip
 - ÂDate now showing dates it was printed.
HR Reports
 - Cleaned up the following report for better exporting.
- Birthdays, Employee Anniversary & Active Employee List.
Updated Dashboards
LSC Account Receivable
- Switch out the reports driving graph (error fix on Q360 core report).
Payroll Export
 - Added Inclement Weather to the export.
New Workflow
LSC Fab
-Â Workflow for Fab Shop Workflow > Fab > LSC Fab Workflow.
Items Currently in progress:
Projects
Products Tab on Customer
 - Project Number isn’t showing.
Sales
Opportunity with multiple quotes
 -  How quotes ad order will total up in the Opp Value.
Funnel Date Custom
 -  Update the start and end date from the drop down on the funnel.
Accounting
Customer Project Tab
 - Add an option to view project where the contractor was the invoice to.
Service
Add Opportunity Document to Call
 -  Add an option to view documents from the Opportunity linked to the call.
HR
Global Holiday Schedule
 - A way to add the holiday schedule all at once.
Future Build Development Items :
Spring 2022:
Split Line Items Material List
 - Ability to split multiple lines into single lines.
Time Period - Add Quarterly to date & Next Year
 - Adding a filter option for each quarter and next year.
Future Unscheduled Development Items:
Opportunity Funnel Tasks in Resource Console
 - Move Opportunity funnel tasks on Resource Console like a project task.
Master Number - Profile Tab - Profile Grid
 - Hide expired profiles and add a see all check box.
Canceling HR Requests
 - Give the user the ability to cancel their HR time off request post approval.
Global Schedule
 - Option to change the hours on the global schedule.
Time Period - Add Quarterly to date & Next Year
 - Adding a filter option for each quarter and next year.
- Heather Hiett, Q360 Support Specialist