Modal Workflow (EBS-12365)
When creating an offer or order confirmation, users see a modal with two options: Print and Email.
Selecting Email opens a dedicated Email Editor modal after the document is created, giving users full control over the message before it is sent.
Enhanced Email Editor
The Email Editor now automatically loads customer email addresses from the customer record.
Users can easily select or deselect which recipients should receive the message.
Both the email subject and email body can be edited and customized, enabling more tailored and professional communication.
Issue: Updated project name is not displayed in the generated document (EBS-13570)
Previously, when a user updated the Project Name under the Customer and Project section and sent an email from the Sales Order details page:
The email subject in the preview did not reflect the updated Project Name.
The attached document in the email received by the recipient could be incorrect or outdated.
Resolution
The issue has been fixed. Now, when a user updates the Project Name and sends an email:
The email subject correctly displays the updated Project Name.
The attached document in the sent email matches the current Sales Order details.
Issue: Change to purchase unit for items from Solve Calculator (EBS-13678)
Previously, when fetching items from Solve Supply item Calculator, if the unit added in the Sales Order differed from the purchase unit, no conversion or calculation was applied. This caused incorrect or missing quantity and pricing information.
Resolution
The issue has been fixed. Now:
Unit conversions between the Sales Order unit and the purchase unit are correctly executed.
Calculations between different units are accurately presented in the Sales Order.
Impact
Users can now fetch items from Solve Supply item Calculator and create Sales Orders with units differing from the purchase unit, with accurate conversions and calculations automatically applied.
Enhancement: Persistent Selection Across Advanced Search Pages (EBS-13752)
SalesDesk now supports selecting products across multiple pages in the Advanced Search results.
Users can:
Select products on one page
Navigate to the next or previous page
Continue selecting additional products
Add all selected items to the cart in a single action
Previously, quantities and selections were cleared when moving to the next page. This issue has been resolved, ensuring a smooth and consistent product-picking workflow.
Enhancement: All numeric fields with Up to Two Decimals (EBS-13757)
SalesDesk now supports entering all numeric fields with values including up to two decimals on item lines.
This improvement allows users to:
Set precise quantity and prices or DG values when adding items to an order
Achieve exact pricing and margin control
Ensure consistency between calculated DG and the DG displayed on the order line
Discount recalculation now works as expected (EBS-13806)
A correction has been applied to ensure that the recalculation logic processes all matching article lines, regardless of duplicates. Price and discount recalculation now updates each occurrence of the article as expected.
Issue: Existing contact persons showing up as "<name> null" (EBS-13815)
Previously, when selecting an existing contact person, a "null" value could appear after their name, causing incorrect display on documents.
Resolution
The issue has been fixed. Now:
Existing contact persons are displayed without “null” appended.
Documents (quotes, orders, invoices) show the correct contact person name.
Impact
Users can now reliably select contact persons without any formatting errors on documents.
Issue: Wrong vendor on salesline before creating PO (EBS-13873)
Previously, when creating a new Sales Order (SO) and adding an item from Purchase Goods (Solve Supply item Calculator), then saving the SO as an Offer or Order Confirmation:
The SO was saved with the “NOBB price vendor” instead of correct ledger vendor.
Resolution
The issue has been fixed. Now:
When creating an SO and adding items from Purchase Goods (Solve Supply item Calculator), the SO is saved with the correct vendor (ledger vendor).
Impact
Users can now rely on accurate vendor information when saving Offers or Order Confirmations, ensuring consistency in procurement and reporting.
Issue: Incorrect unit conversion on item (EBS-13900)
When the base unit of an item has a conversion factor other than 1, there was a problem with the correct calculation and presentation of quantities between units (e.g., M2 → STK → PAK).
Resolution
The logic for handling unit conversions in such cases has been implemented. Now:
Calculations between units (M2, STK, PAK) are correctly executed and displayed, even when the base unit conversion factor is not 1.
Impact
Users can now rely on accurate quantity conversions and presentations for items with base units that have non-standard conversion factors.
Issue: Add validation on amount * price in saleslines (EBS-13959)
Previously, when creating or editing a Sales Order, entering an unusually large quantity on an item line (e.g., NOBB number) caused the order import into NX to fail.
Expected behavior: The system should prevent saving item lines with excessively large quantities.
Actual behavior: The order could be saved, but import failed due to excessive calculation size.
Resolution
The system now prevents users from saving item lines with excessively large quantities, ensuring:
Sales Orders cannot exceed system calculation limits.
Imports into NX succeed without errors.
Impact
Users are now guided to enter valid, manageable quantities, avoiding errors during sales order processing and imports.