2025

What’s New in TIGA 10.1.1?

January 23, 2025

Support

Note

Zak will reach out to any stakeholders that need to be informed of new features listed below.

1. Updated Account Visits table as follows:

   • Fixed an issue where the system did not update travel entries in Google Calendar when the Visitor field was changed.

   • Added Travel Days Before and Travel Days After fields to the list view.

License

1. Enabled the Edition field for Rock Maker temporary license and optimized the validation process across all licenses to improve update speed.

Sales & Marketing

1. Fixed the missing Territory field value when adding a record in the Sales Pipeline table.

Quote

1. Fixed an issue where the Item ID field in the Sales Order Line Items table differed from the Coverage Item field in the Coverage table after receiving a PO for Service Contract quotes.

2. Added price factors for all zones and business units in Instrument and Consumables quotes to ensure all defined price factors are used.

Bonded Zone & Warehouse

1. Changed permission to use Commit to QB action and reopen the record in the Vendor Bills and Customer Invoices tables based on the following groups:

   • Commit to QB: “Vendor Bill Processor” and “Customer Invoice Processor”.

   • Reopen: “Vendor Bill Admin” and “Customer Invoice Admin”.

2. Made the following changes in the Transactions table:

   • Allowed the Exim team to use Address Label and Delivery Order actions for Support Request Out and Support Part Shipment Out transactions.

   • Fixed an error preventing users from confirming In transactions when the item has a default bin.

   • Made Set As Default button read-only when using Scan Barcode action if the Bin is auto-populated based on the default bin.

   • Added a confirmation dialog when confirming Shipment In and Shipment Request In transactions to handle overmatch and undermatch items.

     

     A Confirmation Dialog Box

   • Fixed an issue preventing users from confirming Shipment In and Shipment Request In transactions using Bulk Confirm action.

3. Renamed Extended Price column to POLI Extended Price in the Purchase Order Line Items and Purchase Order Line Item Breakdown tables.

4. Improved error message for better clarity when the same item is used as a bill of materials (BoM) component in the Item Sub Assemblies table.

SKEP

1. Reset the sequence of contract numbers to 001 when the year changes.

2. Allowed “Subcontract Processor” group members to edit the Contract Number field.

General

1. Added the following to the Item Requests table:

   • A notification email to shipmentrequest.fusa@formulatrix.com recipients when a new item request is submitted and processed.

   • Attachment/Related Tables to allow users to add multiple attachments. Read more about adding an attachment.

2. Fixed an issue where Autotiga failed to process emails.

Previous Releases

What's New in TIGA 10.1?

January 15, 2025

Support

Note

Zak will reach out to any stakeholders that need to be informed of new features listed below.

1. Updated the Sales Orders table as follows:

   • Renamed the Support section to Licensing.

   • Moved the License File Uploaded checkbox to the Licensing section.

2. Updated the Installed Products table as follows:

   • Removed Installed By field.

   • Added Demo System Owner column to help track demo systems.

3. Added Execute Warehouse Comparison Tool action in the Item Inventories table and a monthly scheduler. The tool generates a CSV report for the “Global Support Lead”, comparing five regional support warehouses to identify missing parts.

4. Automatically create service parts quote product record when items with Service Part Status are marked as Yes.

5. Updated the Import Parts feature to ensure imported parts are only marked as Service Estimate in the Quote - Products table.

6. Added the Warehouse Category column to the Item Inventories/Related Tables of the Items table.

7. Updated the payment terms reminder to dynamically retrieve its value from the Billing Days field in the Accounts table when receiving a PO.

8. Made changes to the Cases table as follows:

   • Added Coverage/Related Tables.

   • Updated pre-install checklist and Google Drive integration by deleting checklist file if the case type changes, retaining files for archived or deleted cases, and adding Generate New Pre-Install Checklist action to delete existing pre-install checklist file and generate a new one.

   • Expanded the Case History (Read Only) textbox field.

   • Added Contact column to the list view.

9. Improved the integration between the Account Visits table and Google Calendar:

   • Adjusted calendar entry logic for completed visits to generate entries based on linked case entries and travel entries instead of Start Date and End Date fields.

   • Added Travel Days Before and Travel Days After fields to create calendar entries for travel days.

   • Added the Rebuild Calendar Entries For This Visit action, allowing users to delete existing calendar entries for a visit and generate new ones.

   • Ensured calendar entries were updated when account visit records were deleted, archived, or unarchived.

10. Added validation to make sure the End Date field is filled in the Account Visits table for Customer (Industry), Customer (Academic), Distributor, and Integrator account types.

11. Created weekly Demo System Tracker report for demo system owners to review and confirm demo systems’ current locations.

12. Set the Estimated Shipping Quote field to 0 by default for item request shipment in the Shipments table.

13. Included hourly service rate value in the quote terms.

14. Included part replacement records when using the Rebuild Service Parts Products Field action and added explanatory text in the dialog box for user clarity in the Hardware Versions table.

15. Fixed an error when processing a file with a large number of items in the Service Parts Reporting action.

License

1. The downloaded license file name now matches the FTP server file name.

2. Added XML declaration node to each license.

Quote

1. Moved the Product Option field in the Quote - Products table to the Quote - Product Options table.

2. Fixed an issue where the S&TC price for custom coverage line items of the Service Contract quote was not included in the total sales order price.

Sales & Marketing

1. Updated the Contacts table as follows:

   • Added Accounts/Related Tables to allow users to link a contact to multiple accounts.

   • Made the Address field mandatory.

2. Added the missing Response and Response Type fields to the Interaction table in Postgres for calculating response rates.

3. Enabled users to update the Name field in the Territory Mapping Rules table.

4. All website forms now automatically create sales pipeline entries to ensure no leads are missed.

5. Origin 1 - Revenue and Origin 2 - Revenue fields now display accurate values, with empty fields set to 0 by default in the Sales Orders table.

6. Updated the Sales Pipeline table as follows:

   • Made the Origin 1 - Weight field mandatory with a default value of 100 and set Origin 2 - Weight value to 0 by default.

   • Added Unknown option to Application Category and Application fields for all business units.

   • Resolved an issue when importing a file.

7. Fixed an error when adding a sales pipeline record from the Product Applications table.

8. Added Marketing Activity table in the Postgres database to make it available to Looker Studio.

Warehouse & Bonded Zone

1. Fixed an issue where the Fulfillment field in the Purchase Order Line Items table did not update correctly after bulk updating transaction line items.

2. Resolved the discrepancy between the Quantity Accepted in the Shipment Line Items table and Quantities in the Bonded Zone Reports.

3. Fixed an issue where Monthly Report data appeared empty in the Bonded Zone Reports.

4. Fixed an issue with Bulk Confirm action where the system incorrectly processed unselected transaction line items.

5. Updated the error message when adding the compliance certificate attachment from the Items table.

6. Fixed an error when bulk updating the Notes field in the Work Order Line Items table. Read more about bulk update.

7. Added validations to prevent circular paths when creating, updating, linking, and importing BoM.

8. Improved the design of the Result of Analyze tab when using scan barcode functionality:

   • Removed extra space when table content is empty.

   • Changed the color of overmatch and undermatch counts to red.

SKEP

1. Added validation to ensure a shipment record links to a single transaction for the SKEP process.

2. Removed a validation preventing users from creating Shipment In transactions when a subcontract work order (WO) does not have SKEP list records.

Production

1. Removed the time information from the Trial Date field in mold trial creation emails. Read more about creating a mold trial.

Time Tracking

1. Updated the timesheet submission email template to improve readability.

General

1. Updated the publication date of the Publication API for the Formulatrix website.

2. Added an Invoice Type dropdown to select different header options for the generated invoice PDF.

3. Consolidated Google Analytics data into monthly reports.