2024

What’s New in TIGA 9.10.1?

November 13, 2024

Support

1. Made the following changes to the Cases table:

   • Updated Coverage Status logic to make sure it consistently keeps the correct value in the App Support category, Mantis & Pulse products, and Time and Materials option.

   • Made Coverage Status field uneditable.

   • Set Date Opened field to the current date when creating a new case.

   • Added Coverage Status field to the list view.

   • Removed the color for Unknown coverage status and left the text field blank.

Warehouse & Bonded Zone

1. Added an error message to prevent users from confirming the Out transaction line item if the confirmed Out quantity exceeds the available quantity.

2. Fixed an error when updating the Supplier ID field in the Purchase Orders table.

3. Added delimiters to prices in the Download PO action for better readability and clarity.

4. Migrated open-to-buy date data to the new Open to Buy Date field in the Work Orders table.

5. Updated Bulk Confirm action by adding the ability to sort the table and select multiple records.

Production

1. Added Trial Date information in the mold trial creation email’s body.

2. Updated email recipient list for mold trial creation to use a group email: mold.trial.admin@formulatrix.com.

General

1. Resolved a display issue where link text extended beyond the textbox in the Pre Install Checklist field of the Cases table.

2. Fixed an error when creating an item request record.

Previous Releases

What's New in TIGA 9.10?

November 4, 2024

Support

1. Google Calendar Integration: TigaCRM now automatically synchronizes the Account Visit table to Support Team Google calendars. Account Visits are still managed in the Account Visit table, but the calendars provide a much easier way to view the schedules of each team on a weekly basis.

2. Updated the following options with their validation to the Category field in the Cases table.

   • General option can only be selected if the Account type is Customer (Academic), Customer (Industry), Distributor, Integrator, or Vendor.

   • Internal/General option can only be selected if the Account type is Employee, Internal, or Other.

3. Removed the unused Status field from the Items table.

4. Removed the notification email when a user updates the License File Uploaded field in the Sales Orders table. The notification is no longer needed.

5. Added Coverage Status field in the Cases table to indicate whether the product is covered by a service contract, time and materials, unknown, or N/A (Not Applicable).

6. Added Item Description and Item Products columns to the Quote - Products table.

7. Added Shipping Info (Demo Units Only) section in the Installed Products table to provide necessary information for easier shipping of demo units.

Quote

1. Self Approve button is now hidden when a user submits an Instrument quote for approval if “Additional Maintenance” line item has a discount.

2. Resolved an issue where line items of an Instrument quote disappeared after saving the configuration.

3. Fixed an error when using the Receive PO action for an Instrument quote in a specific user account.

Sales&Marketing

1. Resolved an issue where new sales pipeline entries were incorrectly marked as Existing instead of New.

2. Added a message after creating a new quote product record, prompting the user to add a relevant sales tag.

3. Fixed an issue where the Last Sales Interaction field in the Sales Pipeline table was not updated to the latest date interaction upon interaction record creation.

Warehouse & Bonded Zone

1. Updated Work Orders table as follows:

   • Made Received Dates field read-only to prevent users from manually updating this field.

   • Added Open To Buy Date column to track when the work order status changes from Approved to Open to Buy.

2. Added validation to prevent users from closing a work order unless the borrowed part status return is Returned.

3. Added validation to prevent users from updating the Order Date field if the purchase order status is Sent or Closed.

4. Resolved the issue where item lists were truncated in the Result of Analyze tab of the Scan Barcode Receiving window.

5. Reset the Delivered field to empty when cloning a shipment record.

6. Fixed an issue where child items were duplicated after importing Work Order Line Items (WOLI).

7. Added validation to prevent users from creating duplicate item inventory records.

8. Resolved an issue where serial number selection disappeared in the Mass Link Serial Number window.

9. Fixed an issue where the system incorrectly calculated Purchase Order Line Item (POLI) quantities for FUSA shipments.

10. Updated Bulk Confirm action as follows:

    • Allowed Transfer In transaction to use the action.

    • Added Serial Number column with the following validations:

      • The column cannot be empty for Transfer In transactions.

      • Quantity cannot be more than 1 for each item for the Transfer In transaction.

      • Clone button is not available for Transaction Line Items (TLI) with a serial number.

11. Fixed the error when importing WOLI if the BoM Needs Updating field in the Items table was checked.

12. Updated the logic for subcontract Purchase Order (PO) price calculations to consider the currency rate from the PO’s order date and include the child item quantity in the calculation process.

13. Improved performance for processing large data by updating the Recalculate Committed Available Quantity action calculation method in the Work Order Line Items table.

14. Migrated items in the Global bin to their default bins in the Bin Inventories table.

Time Tracking

1. Resolved an issue where Actual Daily Total in the Fill Timesheet window was only visible to the Administrator.

General

1. Increased the size of the Group Description field in the Group table to accommodate detailed descriptions.

2. Removed duplicate item inventories record and migrated all related data and relationships.

3. Fixed an error when clicking Import from Internal in the Configure External Quote window.

4. Fixed an issue where the subtotal in the Download PO action was limited to two decimal values without round up.

5. Fixed the missing “Sales Tax” and “Shipping” line items issue from the Generate Invoice PDF window.

What's New in TIGA 9.9.1?

October 16, 2024

Support

1. Fixed a minor punctuation issue in the stocktake reminder email.

2. Cleaned up the Cases table’s detail view as follows:

   • Moved Child Product and N/A fields up for better visibility.

   • Increased the size of fields on the right side for a consistent appearance.

3. Removed unused Attachment (Part Pics)/Related Tables from the Items table. The original Attachment table remains in place.

4. Imported updated prices for Part product type in the Quote - Products table.

Quote

1. Resolved an issue where a quote without discount on the “Additional Maintenance” line item was sent to the vice president of sales and service contracts.

2. Resolved an issue where Service Estimates quote was not updated after being reverted to Draft.

3. Changed the quote payment term to 30 days.

Sales&Marketing

1. Fixed an issue where selecting PC, PCR, Cell business units did not filter Application Category field options in the Sales Pipeline table.

Warehouse & Bonded Zone

1. Added a validation to prevent users from closing a work order if the item categories have Handled by Purchasing field unchecked.

2. Added “Need QC” in the barcode label for Purchase Order Line Items (POLI) that require quality control (QC) based on the QA - Incoming QC List table.

3. Added a validation to prevent users from submitting an item request if the item inventory record is archived.

4. Resolved an issue where the system created duplicate default bins when using Bulk Confirm action.

5. Fixed an error when editing or adding a new child item record in the Item Sub Assemblies table.

6. Fixed an issue where the incoming QC list schedule included Transaction Line Items (TLI) at FUSA warehouse. The system should only fetch the record from PSL and PRO warehouses.

7. Fixed an error preventing users from confirming a TLI record.

SKEP

1. Fixed an incorrect validation when users were not allowed to unlink a POLI from Purchase Orders table.

Production

1. Added the following recipients for “Incoming QC Lists” notification email:

   Salatiga Office (PSL & FOR)	Semarang Office (PRO)
   qc.for.m3@formulatrix.com qc.psl.m3@formulatrix.com	qc.pro.m3@formulatrix.com

General

1. Fixed an error preventing users from updating attachments in the Attachment/Related Table of the Sales Orders and Invoices tables.

2. Fixed an error when editing an item record.

3. Resolved an issue where selecting Saturday delivery service in the Configure FedEx Shipment window incorrectly generated a Monday service label.

4. Added Part # and Price columns to the invoice PDF.

What's New in TIGA 9.9?

October 07, 2024

SKEP

Introduced the SKEP feature that accelerates the export-import team’s workflow for the purpose of subcontracting work with local vendors.

Support

1. Added Settings table (simple Name/Value pairs) to centralize configuration values, reducing hardcoded values within TIGA workflow code. Only admins will have write permissions.

2. Made changes to the Items table:

   • Added Part Replacements table to the Related Tables in CRM application for easier access to replacement history.

   • Added Top Level Assembly field to the list view to identify which item represents a complete system.

   • Made Spare Part PIC field required when the Spare Part Status is set to Yes: Actively Manufactured / Safe To Use.

3. Implemented stocktake reminders for warehouse owners to ensure that they reconcile the Tiga quatities with their warehouse.

4. Updated the reminder message to include a “Confirm Payment Terms” and made it appear for all regions when using Receive PO action for Service Estimate quote.

5. Updated Service Part Calculated Price field in the Quote - Products table:

   • Changed the minimum price for Part product type to use the new “Service Part Minimum Price” setting in the Settings table.

   • Moved the field to a less conspicuous location to help minimize confusion.

   • The MTS/OTS multipliers used for parts price formula are now configurable (by admins) via the new Settings table.

6. Cleaned up the attachment validation warning message displayed when closing PM and OQ cases.

7. Changes made to the Cases table:

   • Added Open KB action to open the knowledge base page based on the product. This action is enabled only when Product field in the Cases table and Support Docs field in the Hardware Versions table are filled.

   • Added new Undecided option to Category field.

   • Added new Pre Install Checklist field.

   • Added new Response Time Status dropdown with options:

     • Blank (default)

     • N/A (Not Covered By A Service Contract)

     • N/A (See Notes Below)

   • Added new Response Time Notes field.

8. Line breaks added to case entries will now be displayed properly in case-related emails for improved readability.

9. Created PM Group Email and Internal Support Group Email fields in the Product Types table to ensure notification emails are sent to the correct email addresses.

10. Only active records will now be displayed from the Account dropdown list when using Move System To Other Account action in the Installed Products table.

11. The account visit feedback email now includes a link to the account visit record.

12. Only validated conversation links for customer cases, not internal cases.

13. Included “Shipping” line item in the Draft Invoice window even if the quote does not have “Hourly Rate / Labor” line item.

14. Service Part Status column now displays the correct field in the Part Replacements table.

15. Only members of the Warehouse Manager group are now allowed to edit Formulatrix category warehouses.

16. Case owners will no longer receive notification emails when someone starts watching a case.

17. Cleaned up grammar for an error message when closing a case.

18. Added parts to the product’s “Service Parts” list during part replacement creation if they are not already listed (Specifically for HWVersion.Items (ServicePartsOnly)).

19. Updated account visit SOP validation (received by Support Team Lead only) email:

    • Changed the title to “Account Visit SOP Validation”.

    • Adjusted the row formatting for Start Date, End Date, and Support Territory columns to one line.

    • Linked Description column to the account visit record.

    • Sorted the report by Start Date in descending order.

Quote

1. Fixed the incorrect alphabetical order of item numbers in the Service Contract quote.

Warehouse & Bonded Zone

1. Updated the following action in the Transaction Line Items table.

   • Improved Scan Barcode action:

     • Auto-populated the Bin field with the default bin for In transactions. If no default exists, the field remains empty for user selection.

     • Allowed users to mark a bin as the default after confirming line items for In transactions. This functionality is also available in Bulk Confirm action.

     • Added a new checkbox to move the default bin to the new bin.

   • Added Bulk Confirm action:

     • Allowed users to confirm multiple transaction line items simultaneously.

     • Included a confirmation message to prevent users from accidentally closing the window while editing their data.

2. Improved Print Barcode action in the Purchase Orders table to display the print label window for selecting the quantity and paper size.

3. Added a checkbox to set a bin as the default in Move Part to Different Bin window of the Bin Inventories table.

4. Fixed an issue where Estimated Total Cost field reverted to 0 after using Refresh Extended Cost action in the Work Order Line Items table.

Sales & Marketing

1. Added the Territory Mapping Rules table to facilitate the automated assignment of sales territories based on business units and regions.

2. Added the following fields to the tables in the Postgres database to make them available to Looker Studio:

   • Sales Pipeline table:

     • Origin 1 - Type

     • Origin 1 - Detail

     • Origin 1 - Weight(%)

     • Origin 1 - Referral

     • Origin 2 - Type

     • Origin 2 - Detail

     • Origin 2 - Weight(%)

     • Origin 2 - Referral

   • Sales Orders table:

     • Application Category

     • Application

     • CA Total USD

3. Added dynamic filtering for Application, Application Category, and Business Unit dropdowns in the Sales Pipeline table. Selecting any of these fields now automatically filters the options in the others.

Admin & Finance

1. Changed the contact address in the shipment error message from “Kabir” to eccn@formulatrix.com.

General

1. Updated the error message when opening a deleted record via an email link.

2. Added validation to prevent users from confirming transaction line items (TLI) if the corresponding item inventories record is archived.

3. Fixed an issue where All Invoices Sent to Customer checkbox was not marked when a partial invoice was completed in the Sales Orders table.

4. Displayed line item with a price of 0 in Configure Line Item section in the Generate Invoice PDF window.

What's New in TIGA 9.8.1?

September 10, 2024

Support

1. Fixed the Case History (Read Only) field issue to display case entries in chronological order.

2. Fixed an issue where the Target Warehouse field was not updated when cloning Field Service Parts Request item request record.

Warehouse & Bonded Zone

1. Fixed an issue where Service Parts Warehouse Replenishment item request status did not update to In Progress after confirming the transaction line items using bulk update.

2. Resolved an error when opening an invoice record in the Bonded Zone application.

3. Added validation to prevent users from archiving an item inventory record that has not yet been processed by FIFO Track.

4. Made changes for a Ready for Approval work order as follows:

   • Added validation to prevent users from updating fields included in the approval body email.

   • Updated “expired or invalid token” notification email to “stale record”, indicating that the record has been updated since the approval request.

5. Fixed an issue where Print Barcode action failed to generate a barcode due to incorrect authorization settings for regular users in the Purchase Orders table.

HRIS

1. Created a new Send NIK Change Notification action in the Employee table, allowing users to manually send notification emails for employee ID changes.

General

1. ETA field in the Shipments table is now automatically populated based on the selected Service and Transit Time in the Configure FedEx Shipment window.

2. Fixed the error when importing a CSV file to the Case Entries table.

3. Fixed an issue where Pulse publications were not shown on the Formulatrix website.

What's New in TIGA 9.8?

September 03, 2024

Support

1. Made the following changes to the Item Requests table:

   • Field Service Parts Request item request will now auto-fill the Target Warehouse field to the Case.Account.Warehouse.

   • Automatically included the line items record when cloning a record.

   • Added a warning message to prevent users from requesting items with Service Part Status marked as Yes: Manufacturing Discontinued / Do Not Use.

   • Fixed the error when using the Copy Shipping Address To Account action.

2. Fixed the error when editing a quote record due to a missing or non-incremental order value in the Order column.

3. Improved Request Invoicing action to include any shipment records related to the customer account.

4. Removed the Description field and its auto-update function from the Coverage table across all views and tables in TIGA.

5. Updated the Product Type table as follows:

   • Appended “1” to the Product Manager and Product Manager Email field labels.

   • Added Product Manager 2, Product Manager 2 Email, Deputy PM, Deputy PM Email, and Team Email fields.

6. Created Date Created and Date Modified columns in the Reports table.

7. Appended “(if applicable)” label to Old System Returned To FMLX and Warehouse Replenished With New Swap Unit fields in the System Swaps table.

8. Updated the logic to send System Swaps notification emails only upon record creation or updates in the Old System or New System fields.

9. Made the following changes to the Items table:

   • Added Product column containing a list of hardware versions specific to an item. This new column deprecated the Product Family column.

   • Removed Parts/Related Table.

10. Added the Payment Required For Permanent License Generation column to the list view of the Countries table.

11. Created a new Next Site Visit (NSV) cases email sent to the FSEs and their manager to provide a list of cases to be addressed during the upcoming site visit. As a result, the NSV case list is no longer included in the account visit creation email.

12. Added Account Number column to the list view in the Warehouses table.

13. Removed the deprecated Service Contract Renewal option from the Category dropdown in the Cases table.

14. Fixed the following issues in the Quotes table:

    • Service Estimate quote line items were not updated after reverting the quote to Draft.

    • Instrument quotes line items were removed after clicking Next in the Configuring Quote window.

    • Cases record was not automatically linked in the Item Requests table when using Generate Item Request action.

Quotes

1. Set the default discount to zero for Instrument quotes with an additional service contract.

2. Fixed the error when submitting quotes that include product options with overridden prices.

Warehouse & Bonded Zone

1. Fixed the issue and improved the Recalculate Available Quantity action in the Work Order Line Items (WOLI) table:

   • The system incorrectly included the scrap stock for Available quantity calculations.

   • The action no longer recalculates the available quantity of all WOLIs. You can select the desired records instead.

2. Added the following table and feature:

   • A new Default Bin table to store default bin locations for items within specific warehouses.

   • Validation to prevent users from duplicating default bins for the same item and warehouse.

   • Print Barcode action to the Purchase Orders table, allowing users to print item ID and default bin location labels.

Sales & Marketing

1. Created Mantis Customer List action to generate a report of Mantis customer contacts in the Accounts table. This report identifies customers with active service contracts and notifies them about changes in consumable usage and software.

2. Added the Sales Region field to the detail view in the Sales Pipeline table, automatically filled based on the Territory field.

General

1. Added the Account Name field to the invoice email’s body to provide recipients with more detailed information.

2. Updated the Invoices table related to the Generate Invoice PDF action as follows:

   • Changed the VAT label to Customer VAT, appeared when the Show VAT in PDF ? checkbox is selected.

   • Made the Show PO # in PDF ? checkbox selected by default.

   • Renamed “Additional Service Contract With Coverage Table” line item description to “Additional Service Contract Hardware & Software”.

3. Updated the error message to prevent users from uploading files larger than 1 GB.

What's New in TIGA 9.7.1?

August 08, 2024

Support

1. Fixed an issue where the Temp License Status field in the Sales Orders table was not being automatically updated properly.

Warehouse & Bonded Zone

1. Fixed the incorrect Committed Available Quantity (CAQ) calculation to make sure the system updates the CAQ based on the Purchase Order Line Items (POLI) breakdown quantity for each Work Order Line Items (WOLI) when:

   • Ordered quantity was more than the WOLI quantity.

   • The purchase order (PO) was used in several work orders (WO).

2. Allowed users to confirm an Issued Out transaction with decimal values.

3. Resolved the issue preventing the “Accounting Team” group to update the Unit of Measurement field in the Items table.

Sales & Marketing

1. Fixed the issue where TIGA failed to create interaction records from Autotiga emails.

Admin & Finance

1. Fixed the issue where the system included duplicates of coverage records.

Time Tracking

1. Fixed an issue preventing users from resubmitting a Reopened timesheet.

HRIS

1. Fixed an error when updating an employee record and creating a contract histories record.

What's New in TIGA 9.7?

August 01, 2024

TIGA V2

Upgraded TIGA’s server-side technology from .NET 4.5 to .NET Core 7.0 in TIGA V2. The new technology opens up the developers to be more efficient in their programming and take advantage of newer libraries. This transition also has slight improvements with faster load times, more reliable service, and an overall smoother experience.

Support

1. Update the Sales Orders table as follows:

   • Olink: Changed Missed Deadline Notification Sent to Olink checkbox to a dropdown with Yes and N/A options.

   • Olink: System Shipment Deadline and OQ Kit Shipment Deadline fields are automatically computed based on Date PO Received value after Olink Order Purchasing Status is set to Processing Started.

   • Added Temp License Status dropdown field whose default value depends on the sales order type and trusted countries list. This list is generated from a new Payment Required For Permanent License Generation checkbox in the Countries table. The dropdown includes the following options:

     • Not Applicable

     • Temp License Conditions Met

     • Initial License Was Temp. Payment Received. Permanent License Sent To Customer

     The goal with these new features is to make sure we quickly send customers permanent licenses as soon as they have paid for their systems.

2. Fixed the overlapping field labels in the Quotes detail view when accessed from the Related Tables within the Cases table.

3. Removed “undefined” value from System column in the Open Cases You are Watching report. The systems will show a blank space when no system is linked.

4. Updated the Account Visits table as follows:

   • Generated a weekly report sent to the support team lead to identify account visits that do not conform to Support team SOP’s.

   • Added Clear From Followup Report checkbox to exclude specific records from aforementioned report.

5. Added the Item Category and HW Version columns to the List (table) view of the Part Replacements table.

6. Added Discontinued / Do Not Use Reason field in the Items table to Bonded Zone application. (by default, new fields should be automatically deployed to all applications, unless specified otherwise, to avoid problems)

7. Fixed the following issues when using the Generate Item Request action:

   • Incorrect data retrieval of the Item ID column in the Item Request Line Items table. TIGA now only fetches data from the Item field in the Quote - Products table. It does not retrieve the “Maintenance” related item ID under any condition.

   • Country field was not updated properly.

8. Removed the deprecated Service Part and PIC fields from the Items table.

9. Added the Last Stocktake field to the list and detail view of the Warehouse table. This field will be used in an upcoming feature to remind FSE’s to perform periodic stocktakes of their warehouses (toolboxes).

10. Added the Service Parts List Complete checkbox to the Hardware Versions table. This will be used to help track which hardware (HW) Versions have had their service parts lists updated properly.

Quote

1. Fixed the issue where the shipping fee for custom products was excluded from the Shipping & Discounts section.

Warehouse & Bonded Zone

1. Added validation to make sure that users can only create a new or update an Item record with Bonded Zone Category set to Process if the Service Part Status field is No: Not A Service Part.

2. Fixed the missing data in Income and Expense columns of Mutation of Raw Materials and Mutation of Tools reports in the Bonded Zone Reports.

3. Updated the calculation of Adjustment, Stock Opname, and Difference columns for all mutation reports in the Bonded Zone Reports.

4. Updated the error message if a user selects Download PO action for a subcontract PO with a POLI not linked to a child item with Process category.

5. Fixed an issue where BoM Needs Updating checkbox was not automatically checked after importing child items to the Item Sub Assemblies (Children)/Related Tables in the Items table.

6. Fixed data retrieval issue when FIFO processing more than 50 transaction line items to the FIFO Track table.

7. Fixed the failure to import a CSV file with specific File Columns checked to the Items table. Read more about importing records.

8. Reset the Exim to Warehouse Receive Date and WH Received By fields to empty when cloning a shipment record.

Sales & Marketing

1. Made the Pipeline ID field mandatory in the Interaction table when the Type field is Demo or Demo (Online).

2. Created a custom URL column in Looker Studio to directly link to specific TIGA records.

3. Added the following fields to the Forms table:

   • Linked to Sales Pipeline checkbox to automatically create a sales pipeline entry.

   • Last Tested Date to track the last testing date of the forms.

4. Updated the Sales Pipeline table as follows:

   • Added New or Existing field to classify leads based on the contact name and specific statuses.

   • Regularly updated Last Sales Interaction field to reflect the last logged contact’s interaction.

5. Created a weekly notification email listing sales pipeline entries with Next Step Date expiring in the following or past 7 days. This email is sent to the sales team to assist them in following up with potential clients.

HRIS

1. Allowed users to bulk update the offering letter status to Signed.

General

1. Fixed publication counts discrepancy between Formulatrix website and TIGA.

What's New in TIGA 9.6.1?

July 10, 2024

Support

1. Added new many-to-many relationship between the Items and HW Versions tables. This change simplifies the process of listing all service parts related to a specific instrument version, and back. We’ll be working with support to back-fill the data. The support team will be notified once the data has been populated.

Scan Barcode & Batch Number

1. Fixed the Reset button issue in the Scan Barcode window to make sure the reset items won’t appear in the Batch Number table.

Quote

1. Fixed the issue where the Instrument S&TC Amount was not added to the total price of an item with an overridden price after saving the quote.

Warehouse & Bonded Zone

1. Fixed the error when importing a CSV file with multiple parent items to Item Sub Assemblies (Children)/Related Tables in the Items table.

2. Transferred the permission to update the Discontinued checkbox in the Items table from the “Product Manager” group to the “BoM Team” group.

3. Fixed the printing barcode labels issue that split the labels into two pages and inserted unnecessary spaces for items with long descriptions.

Sales & Marketing

1. Fixed the error preventing users from creating and linking a record from Personal Email/Related Tables in the Contacts table.

E-Store

1. Added text message during the checkout process for US orders, prompting the customers to contact finance@formulatrix.com if their orders qualify for full or partial sales tax exemption.

What's New in TIGA 9.6?

July 02, 2024

Support

1. Removed fields related to the deprecated Parts table:

   • Part Number field from the Machining Tracking table.

   • Part No and Part Description fields from the Electronics Tracking table.

2. Updated the Items table as follows:

   • Renamed Service Part Status option from Yes: Manufacturing Discontinued / OK To Use to Yes: Manufacturing Discontinued / Safe To Use.

   • Added ‘Discontinued / Do Not Use’ Reason field. This field is required when the Service Part Status is Yes: Manufacturing Discontinued / Do Not Use.

   • Added Attachment (Part Pics)/Related Tables.

3. Added a new relation from the Coverage table to Cases as Cases (License Delivery).

4. Made the following changes to the Cases table:

   • Added Reinstall option to the Category dropdown.

   • Added Child Product field and N/A checkbox along with (for aµtoPulse and FAST cases) the new validation requiring users to confirm product details or mark non-applicability (N/A) when the case status is Closed.

5. Users are now allowed to update the account name even if no warehouse is linked in the Accounts table.

6. Corrected spelling of Support Territory field in the Accounts table.

Scan Barcode & Batch Number

1. Updated Scan Barcode action as follows:

   • Added Add Serial Number popup in the Scan Barcode window to link a batch number with the Transaction Line Items (TLI).

   • Sorted TLI based on batch number scanned.

   • Created Batch Number table to track batch numbers and corresponding account details, updated automatically after barcode scanning.

   • Added Batch Number Mandatory checkbox in Items table, with validation to make sure a batch number is linked if the checkbox is ticked.

Quote

1. Modified a standard payment term clause in Service Contract quote.

2. Fixed the issue preventing users from:

   • Saving an Instrument or Consumable quote after adding a line item from the quote configuration.

   • Creating and updating a record when the Override Price was checked in the Quote - Product Options table.

Warehouse & Bonded Zone

1. Fixed the issue where the error message did not appear when an unauthorized user attempted to approve a work order (WO).

2. Resolved missing data issues for Storage, In Stock Before, and In Stock After fields after confirming Shipment Request Out’s TLI using Automate Scan Barcode action.

3. Fixed quantity mismatch between Shipment Line Items and Vendor Bill Line Items after manually confirming TLI.

4. Created a notification email to inform WO requester when items arrive at the inbound station.

Sales & Marketing

1. Added the Response and Response Type fields of the Interaction table to the Postgres database to make them available to Looker Studio.

2. Created a CSV template for importing interaction lists to the Interaction table.

3. Updated the Sales Pipeline table as follows:

   • Made the Application Category field mandatory and linked it to the Product Application table.

   • Filled the Application field value automatically once the Application Category field was linked.

4. Removed Green Sheet Questions section in the Sales Order table.

Production

1. Added validation for mandatory fields during mold design creation

Admin & Finance

1. Fixed the issue where the bin suggestion included duplicates in the Automate Scan Barcode action.

What's New in TIGA 9.5.1?

June 13, 2024

Warehouse & Bonded Zone

1. Fixed the inaccurate exchange rate issue in the Purchase Order table when the currency was updated.

2. Converted Issued quantity value to 0 when importing Work Order Line Items (WOLI) with item IDs linked to a bill of materials (BoM).

3. Fixed an issue where the Estimated Total Amount field was not updated after:

   • Importing Work Order Line Items (WOLI) for multiple Work Orders (WO) at once.

   • Importing new WOLI into a WO with existing WOLI.

4. Fixed an error preventing users from creating a PO from the Purchase Orders/Related Tables in the Work Orders table.WO.

HRIS

1. Fixed incorrect In Office Total calculation in the Timesheet wizard when a weekend coincided with a holiday.

Admin & Finance

1. Fixed the duplicated Picking Bin issue when the user created a second partial picking confirmation using Automate Scan Barcode.

State Management & Email Links

1. Fixed the “expired or invalid token” notification email for rejecting or approving WO and Time Tracking from email.

General

1. Fixed incorrect barcode label format when printed from the Transaction Line Items (TLI) table.

2. Fixed the failure to update an existing record when importing a CSV file. Read more about importing records.

What's New in TIGA 9.5?

June 5, 2024

Scan Barcode & Batch Number

Implemented the new Scan Barcode functionality for the Shipment Request Out transaction. The new Automate Scan Barcode action eliminates the need to download a separate report to complete the scan barcode process. The confirmed transaction line items (TLI) then appear on the Commercial Invoice. This functionality lets you use our new smart barcode scanners to complete the scan barcode process!

Support

1. Fixed the case feedback-related error preventing users from deleting a case.

2. Updated the permission of the “Support Managers” group to create Internal/Support Team case records or edit the Service Part Status field and the production manager to update the Discontinued checkbox in the Items table.

3. Item table: For any records where the Service Part Status field is blank, instead set it to: No: Not a Service Part.

Quote Generation

1. Remember the order of custom terms as entered. Read more.

Warehouse & Bonded Zone

1. Fixed an error preventing TIGA from sending notification emails for a Closed or Approved work order (WO).

2. Updated the validation message for an error preventing users from closing the Shipment In transaction.

3. Fixed the expired or invalid token notification email for rejecting or approving WO from email.

4. Fixed an error preventing users from editing an Approved WO serial number.

5. Fixed an error when manually confirming Shipment In transaction line items linked to a PO and WO.

6. Updated the recipient of Quickbooks-related notification emails, allowing the TIGA team to monitor.

Sales & Marketing

1. Created a Sales Order Yearly Report to track the annual total sales of a product.

2. Configured TIGA to set the Director of Sales, LH Portfolio, as the Approver - Level 2 whenever a salesperson overrides the price factor of a liquid handling (LH) quote.

3. Created the Marketing Activity table to log every marketing member’s activities displayed in the marketing calendar.

4. Created the Marketing Costs table to log the marketing costs associated with different marketing channels. This table is hooked up to a dashboard showing the revenue generated per marketing channel vs. those activities’ costs, providing an ROI calculation. Only specific marketing personnel should have access to this table.

5. Added the following tables to the Postgres database:

   • Accounts

   • Case Feedback

   • Contacts

   • Customer Surveys

6. Added logic to generate the Customer Survey URL using the information in the Account field for an empty Contact field.

7. Created the Coverage Contact Report to identify maintenance and non-maintenance customers.

8. Created the Demo - FLT table to track pre- and post-demo survey information, gathering survey information in one place and allowing report generation from the responses.

Time Tracking

1. Moved the Approved and Reject timesheet buttons on the email to appear before the summary table. Read more.

2. Fixed the Run Accrual action issue in the Employee HR table, causing inaccurate accrual.

HRIS

1. Fixed errors raised by the HRIS workflows.

2. Fixed an error when updating the offering letter status to Signed.

3. Fixed an error when creating a record in the Employee table.

4. Fixed an error preventing TIGA from sending welcome notification emails to new employees.

Admin & Finance

1. Prevented users from adding or linking Item Request Line Items (IRLI) to Non-Inventory Request, Installed Product Shipment (loaner/return) for Repair and SWAP item requests.

2. Changed the logic for Swap Request item request to automatically create an In Transit shipment record and move the serial number to a new company or customer account when using the Start Processing action.

Performance

Fixed and improved the performance of the following cases.

Cases	Time Spent Based on User Report	Time Spent Based on Test Results
Downloading 150 purchase order line items (POLI).	7 seconds	2 seconds
Bulk updating Transfer In transaction with 11 TLI records.	19 minutes	1 minute 40 seconds
Bulk updating Issued Out transaction with 15 TLI records.	8 minutes	1 minute 28 seconds
Importing 50 work order line items (WOLI).	1 day	1 minute 20 seconds
Importing 165 Items records.	5 hours	2 minutes
Bulk updating 10 invoice line items (ILI) with 60 recognition months.	14+ minutes	7+ minutes (Improvements are still pending)

What's New in TIGA 9.4.1?

May 13, 2024

Support

1. Replaced the Service Part checkbox with the Service Part Status drop-down, which allows for differentiating discontinued parts that are safe to use for repairs from those that are unsafe to use.

2. Added the Location Verified checkbox to the Account table.

3. Updated the error message if a user adds a Do not use part to a Quote.

Quotes

1. Updated the standard payment term clause for the Service Contract quote.

2. Fixed the miscalculated prices for the F.A.S.T. product.

Warehouse & Bonded Zone

1. Fixed an error preventing TIGA from sending notification emails for a Closed or Approved work order (WO).

2. Fixed an error when cloning Work Order Line Items (WOLI) with item IDs linked to a bill of materials (BoM).

3. Fixed an error when updating the Format Serial Number field of an Approved WO.

HRIS

1. Fixed errors raised by the HRIS workflows.

2. Fixed an error when updating the offering letter status to Signed.

3. Fixed an error when creating a record in the Employee and Offering Letters tables.

4. Updated the Select Employee drop-down name.

Admin & Finance

1. Fixed the auto-checked License File Upload field in the Account table when updating a coverage.

Time Tracking

1. Updated the logic to prevent TIGA from sending reminder emails to users submitting their timesheets.

What's New in TIGA 9.4?

May 2, 2024

Support

1. Case Entries: Users are now allowed to update the Account Visit field even if the entry has already been imported into a timesheet.

2. Removed fields related to the deprecated Parts table:

   • Part Number field from the Machining Tracking table.

   • Part No and Part Description fields from the Electronics Tracking table.

   • Part table.

3. Field Service Parts Request item request will now auto-fill the Target Warehouse field to the Case.Account.Warehouse.

4. Fixed issue where the Warehouse.Alias field wasn’t being updated properly.

5. Added logic to update the SE Case Status field to Cases Closed only when all related cases are closed. Otherwise, the status remains Cases Open.

6. Made the following changes to the System Swaps table:

   • Updated the checkbox labels to meet the standard format.

   • Added Review PM’s Assigned For Old Unit, Cancel If Appropriate checkbox.

7. Configured TIGA to only send item request not yet processed warning email if the request is related to a customer issue or an FSE Toolbox request.

8. Added the Date PO Received field to the Sales Orders table. This field is required for the Instrument sales type and will eventually be used for computing Olink-related deadlines (shipping, installation planning, etc).

9. Updated the Items table as follows:

   • Removed the Service Part field and Discontinued checkbox. They have been replaced by the Service Part Status field.

   • Moved the Service Part Status field to where the Service Part field used to be.

   • Parts that are discontinued can still be included in service estimates.

10. Fixed issue where SIM quotes, when cloned, were assigned a quote number that started with “SE”. They will now start with “SIM”.

11. Made the Location field in the Account table clickable, directing users to Google Maps. Jeremy noticed that many of our systems aren’t mapped to the correct location, and has requested they be fixed. Doing so will require some manual cleanup, and this feature will help with that process.

Quote Generation

1. Fixed the service contract calculation issue when the duration between an item’s start and end date is less than a month.

Quotes

1. Fixed the different reinstatement and remote inspection fees in internal and external quotes.

2. Updated the standard payment term clause for the Service Contract quote.

Warehouse & Bonded Zone

1. Fixed the unsent notification email after rejecting a work order (WO). Read more about work orders.

2. Added invoice number to the Delivery Order and Packing List reports.

3. Allowed users to confirm Transaction Line Items (TLI) not linked to shipment document type In for FUSA warehouse. Read more about confirming TLI using scan barcode.

4. Fixed the errors when creating, updating, and importing Item Suppliers records.

5. Added line breaks to the Description field in the Work Orders (WO) quick approval view and notification email.

Sales & Marketing

1. Added the Marketing Library link to the TIGA home menu.

2. Updated the Sales Pipeline table as follows:

   • Added the Application Category drop-down listing business unit options.

   • Made the Application field optional.

   • Moved the Application Details field next to the Application field.

3. Added the Quotes table to the Postgres database.

Time Tracking

1. Fixed the Submit for Approval and Save button alignment.

HRIS

1. Added Sync Employee to SIK to synchronize employee data in the HRIS application with the SIK database.

SKEP

1. Added validations to the Contract Numbers table to prevent users from updating contract number records manually.

Scan Barcode & Batch Number in TIGA

1. Added the Add Serial Number popup in the scan barcode window to link a batch number with the line item.

Performance

Fixed and improved the performance of the following cases.

Cases	Time Spent Based on User Report	Time Spent Based on Test Results
Cloning an Issued Out transaction with 4-8 transaction line items (TLI).	6 seconds	4 seconds
Cloning a Transfer In transaction with 175 TLI.	89 seconds	12 seconds

What's New in TIGA 9.3.1?

April 8, 2024

Sales & Marketing

1. Export marketing data related to Publications, Installed Products, and Interactions to make them available for Looker Studio reports. This export will happen on a weekly basis.

What's New in TIGA 9.3?

April 3, 2024

Support

1. Made the Quotes detail view available in all applications.

2. Reset the quote date to the current date when users use the Revert to Draft action. Read Quotes Overview to learn more about quotes.

3. Changed the permission scheme to make sure the “Support Engineers” group can create and edit records in the System Retrofits table.

4. Added a validation and an error message to prevent users from using the Generate Service Estimate action for Draft Service Estimates (SE) and Service Invoice Monthly (SIM) quotes.

5. Fixed a bulk update issue in the Cases table.

6. Updated the options of the Service Part Status field in the Items table for easy search as follows:

   • No: Not A Service Part

   • Yes: Actively Manufactured / Safe To Use

   • Yes: Manufacturing Discontinued / OK To Use

   • Yes: Manufacturing Discontinued / Do Not Use

7. Eliminated the Part table from the Production app. It has been replaced by the Item table.

8. Allowed the “Support Managers” group to revert the Item Requests record to Draft. Previously only the requestor could do so.

9. Added the Case Status column to the list view of the Quotes table.

10. Added an error message prompting users to meet the conversation link requirements in the Cases table as follows:

    • Enter N/A if there is no conversation link.

    • Start a link with https://groups.google.com/a/formulatrix.com/g/archive.

11. Fixed an error preventing TIGA from recognizing the members of the “Support Managers” group.

12. Allowed the “Support Managers” group to transfer items in the FSE and Account warehouses.

13. Improved the accuracy of geolocation data to the street level and added the Location Estimate field to the Accounts table with the following information:

    • Location Calculated To Street Level

    • Location Calculated To City Level

    • Location Calculation Failed

    • Location Value Locked, Manual Override

14. Removed the Blank (default) option from the drop-down in the Olink section.

15. Allowed an empty End Date when creating a new Account Visits record.

16. Renamed Product Family in the list and detail view of the Product Proficiency table to Product.

17. Fixed the Warehouse Adjustment action issue in the Warehouse table that prevented a support manager from making adjustments.

Warehouse & Bonded Zone

1. Fixed an intermittent FIFO Track scheduler error.

2. Fixed the duplicated Journal Entry number in the Quickbook.

3. Added a validation to prevent users from linking a Purchase Orders or Item Suppliers record to a Supplier record until the status is approved.

4. Added the Warehouse Notes field to the Transaction Line Items table, allowing item receivers to leave messages for the PIC responsible for confirming items.

Sales & Marketing

1. If the FLT business unit is selected, TIGA displays all options in the Territory drop-down; otherwise, only the territories for the BU are displayed.

2. Added the Product Category field to the Product Applications table.

3. Added the following fields to the Interaction table.

   • Response drop-down: Indicates if a contact responded.

   • Response Type drop-down: Indicates the response type, positive or negative.

   • Business Unit field: Links the record to a Sales Pipeline record.

4. Made the Lead Status drop-down in the Contacts table reversible.

5. Added the following drop-downs to the Sales Pipeline table.

   • New or Existing drop-down with the following options:

     • New

     • Existing

   • Approved by the IST Management drop-down with the following options:

     • N/A (Default)

     • Yes

     • No

SKEP

1. Created the Incoming Document table to keep shipment documents after users confirm Shipment In and Shipment Request In manually or automatically to Indonesian warehouses.

2. Created Migration Incoming Documents action to migrate shipment document data from confirmed Transaction Line Items to the Incoming Document table.

Performance

1. Fixed a performance issue when updating a Work Order (WO) status to Open to Buy. In a test, the processing of a WO with 1000 line items has gone from 30 mins to 3 mins. We expect to see other similar improvements when working with these WOs. Read Work Orders Overview to learn more about WO and its status.

State Management & Email Links

1. Allowed users to Approve or Reject Time Tracking right from the e-mail without opening a new TIGA tab.

Admin & Finance

1. Fixed the Daily Accrue Vacation Balance and Notification schedule error.

What's New in TIGA 9.2.1?

March 13, 2024

Production

1. Organized the support-related documentation better in the Hardware Version table:

   • Removed the Documentation section

   • Added Support Documentation field that is linked to a Wiki page containing links to the related support documentation

Warehouse & Bonded Zone

1. Added the following recipients to the notification email for a Closed purchase order.

   Salatiga Office (PSL & FOR)	Semarang Office (PRO)	Bandung (FORB)
   Transaction’s Employee Email forindo.cashier@formulatrix.com purchasing.psl@formulatrix.com warehouse.psl@formulatrix.com	Transaction’s Employee Email pro.smg.finance.tax@formulatrix.com purchasing.pro@formulatrix.com warehouse.pro@formulatrix.com	Transaction’s Employee Email

HRIS

1. Fixed an error when importing the Contract Histories record to the HRIS application. Learn more about importing records.

Time Tracking

1. Fixed the Employee HR scheduler error.

2. Added Ramadan Relaxation to the Activity column in the Timesheet.

General

1. Updated the error message for unauthorized edits in the Quotes table.

What's New in TIGA 9.2?

March 5, 2024

Support

1. Updated the Untracked Parts report as follows:

   • Updated Formulatrix wiki link in the email.

   • Changed the Account Name column to Warehouse Name.

   • Replaced account names in the Account Name column with warehouse names and linked them to the respective warehouses.

2. Fixed the Date Opened issue in the Open Cases You are Watching report and reformatted the date to YYYY-MM-DD.

3. Added Item Requests/Related Tables to the Cases table.

4. Removed the individual FSE (Field Service Engineer) email from the list of recipients for the part replenishment reminder email to prevent sending double emails to the respective FSE.

5. Added Deinstall option to and removed Service Contract Renewal from the Category field in the Cases table.

6. Maintained consistent left alignment in Cases detail view and moved the Case Closed Reminder field’s position.

7. Added a warning message to remind FSE to log the part replacements or check the No Parts Replaced Confirmation checkbox when closing a case linked to any Item Requests created within 3 months. Learn more about logging part replacements.

8. Added Olink section to the Cases table with the following checkbox and fields:

   • Pre-Install Checklist Initiated checkbox

   • Diagnosis Response Time field

   • Customer Delay Response Time field

9. Cleaned up the Sales Orders table’s detail view and added an Olink section to ensure Olink obligation fulfillment. The new section includes the Olink Order Processing Status drop-down with the following options:

   • Blank (Default)

   • Not An Olink FAST Order

   • Processing Started

   • Processing Completed

10. Updated the Cases table as follows:

    • Removed Depot PM Status field.

    • Added Customer Delay field to Responses Times section.

11. Added Old system returned to FMLX and Warehouse replenished with new swap unit checkboxes to the System Swaps table.

12. Fixed the missing No Parts Replaced Confirmation checkbox from the Create New Cases window when accessed from the Related Tables.

13. Removed “#” from the Customer Contact field in the Customer Service Report pdf.

14. Created Product Proficiency and Product Training tables to track FSEs’ product proficiency.

Warehouse & Bonded Zone

1. Fixed the not appearing error message when a non-approver rejected a Ready for Approval work order (WO).

2. Renamed “Supplier Approver” group to “Purchasing Manager”.

3. Renamed the following action buttons and fields in the Supplier table:

   • Resubmit Supplier action to Submit for Approval.

   • Supplier Approval action to Approve/Reject Supplier.

   • Approval Status field to Status.

4. Updated the functions of the following buttons in the Supplier table.

   Button	Use Case
   Submit for Approval	Users submit a supplier record for approval. TIGA sends a notification email to the “Purchasing Manager” group.
   Approve/Reject Supplier	The “Purchasing Manager” group approves or rejects the submitted record.

5. Added a Notes field required only when rejecting a Submitted for Approval request. The note appears in the body of the notification email sent to the “Purchasing Manager” group.

6. Migrated and updated data in the Supplier table as follows:

   • Not Approved suppliers are updated to Rejected.

   • Empty suppliers or those without statuses are updated to Submitted for Approval.

7. Updated the workflow and state management in the Supplier table as follows:

   Status	Description
   Draft	A user creates a Supplier record.
   Submitted for Approval	A user submits a new or rejected Supplier record to the “Purchasing Manager” group members for approval.
   Approved	A “Purchasing Manager” group member approves the submitted record.
   Rejected	A “Purchasing Manager” group member rejects the submitted record.

General

1. Fixed the empty Accrual Plan field in a new employee record.

What's New in TIGA 9.1.1?

Support

1. Fixed an issue with auto-truncating Conversation links.

2. Fixed an issue with validating Conversation links.

Warehouse & Bonded Zone

1. Fixed the automatic update error from Open to Buy to Issued Work Order after confirming the Issued Out transaction.

What's New in TIGA 9.1?

February 1, 2024

Support

Note

Support Tiga development was limited in Jan 2024 due to resource allocation issues.

• Removed an empty fax address section from the quotes pdf.

• Updated the truncate logic link in the Conversation field to ensure that the link opens the corresponding general conversations.

Warehouse & Bonded Zone

• Updated the error message for invalid currency on the linked Shipments record when closing the Shipment Out transaction.

• Changed the Service Part Status in the Items table from a text field to a drop-down with the following options:

  • Not A Service Part

  • Actively Manufactured / Safe To Use

  • Manufacturing Discontinued / OK To Use

  • Manufacturing Discontinued / Do Not Use

Sales & Marketing

• Changed the Item ID numbering to avoid duplications. For more information, read Items.

General

• Fixed the automatic schedule error in the vacation report which was yielding incorrect vacation balance.

• Fixed the error when fetching employee history.