4.6.0

This release is all about making part requirements more relevant, flexible and easy to use. In addition we make editing orders usable for customers who use 3YOURMIND for production planning, while reducing the clutter created because of editing orders.

[ERP] Editing orders is now available for MES customers

It was complex but we made it work. Additional safeguards are in place now, the way parts are being pushed to the Agile MES was changed. See the full summary of what has changed below!

By default incoming orders are always in the “Pending” state which belongs to the status category “Initial”. In previous versions all ordered parts were automatically pushed to the MES. This was an issue for two reasons:

Edit order would allow making changes to parts that are already in production (e.g. changing material while in print)
Parts were listed in the MES, even if an order was moved directly from pending to cancelled.

We now changed this workflow so that parts will only be pushed to the MES once an order was updated to a state of the “in progress” category. Following the default workflow states this refers to an order status update from Pending to Printing. Parts belonging to an order that is in the initial Pending state will not be listed in the MES parts list. This changes once the order is updated to the next state, making the part name on the order page clickable to direct you to the parts detail page in the MES.

These changes further result in orders that are moved from Pending to Cancelled to never create Parts for printing in the MES system. A quick summary of the different order states and possible actions is listed in the following table:

State category	Default State	Order editable	Parts in MES

State category	Default State	Order editable	Parts in MES
initial	Pending	yes	no
in progress	Printing	no	yes

The act of updating the order to the next status category will at the same time disallow further editing of the order. With this update it is also prohibited to move back to the initial state category once an order has been moved to “in progress”.

[ERP] Hide edited orders

Edited orders will not be cancelled anymore starting with version 4.6.0. Instead we decided to simply hide all old order versions that are not valid anymore after editing. The old order version will still be available to the customer in his User Panel as a related object of the newly placed order.

[ERP] Multi-status filtering for orders

We added multi-status filtering for orders to the orders table. You can now filter the order list for multiple status values in one query. Give it a try and filter for all orders that are not cancelled or shipped in one go!

[ERP] Edit part requirements on quotes & orders

Part requirements are an important tool to communicate the necessary characteristics of the to-be-printed parts. We are now making it possible for Service users to edit part requirements on quotes and orders.

[ERP] Create an Order from a Quote for Service users

Service users can now turn quotes directly into orders keeping all information about uploaded 3d models, selected materials, post-processings and prices. This improves and speeds up the workflow of service users who do not have to wait for their customers anymore to perform this step.

[ERP] Change the name of Quotes and Orders in the Service Panel

The names of quotes and orders are now editable in the Service Panel. This way you can quickly add descriptive names to incoming customer requests.

[ERP] Keep attachments when editing sales transactions

While editing and creating new versions of sales transactions, we now keep all attachments previously uploaded and transfer them to the new version. This ensures that no attachments are being lost and do not have to be re-uploaded on a new version.

Bug fixes

[ERP] Edit Order in SP - Changing of shipping method is now possible again
[ERP] Upload Datasheet Button doesn’t work in edit post-processing drawer. This has been fixed.