Differences

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--- upgrades [2026/08/08 23:15] – claero
+++ upgrades [2026/09/24 01:38] (current) – claero
@@ Line 6: / Line 6: @@
 ====== Upgrade details =======
-=== v.2026.09 - Tentatively scheduled for Sep 2026
+=== v.2026.0923.0000 - 23-Sep-2026 -- release-2026.09 ===
-  * Bid / Dispatch / Ticket - improvements for editable charges, editable from Bid, discountable, etc.
+  * Tickets - Add Taxes functionality, including in print
+  * Tickets - Add Surcharges support including in print / also add support for legacy Surcharges
+  * Bid - allow associate to multiple Districts / improve pre-selection on Dispatch/Tickets
+  * Dispatch - Enhancements to Timeline (colour coding, comments, docs not shown in timeline)
+  * Dispatch - add Project type timeline
+  * Dispatch- allow for changing Job Title of people in Crew without need to unassign / re-assign
+  * Dispatch - remove Personnel form; due to logic problems when converting Dispatch to Ticket
+  * Bid/Dispatch/Ticket - improvements to editable charges, editable from Bid, discountable, etc.
+  * Bid/Dispatch/Ticket - pricebook items - add price and code (if applicable)
   * Bid - add further legacy support for Min Charges, zero quantity, etc.
+  * Bid - pre-create screen - add Customer selection as required entry
+  * Bid/Dispatch/Ticket - allow for editable Operation Types
+  * Bid/Dispatch/Ticket - attachments - add time attached and person
+  * Ticket - add new filter type for Quotes, Projects, Job#, HOC, WSS, Comments, etc.
+  * Ticket - add log of all modifications to charges; tagged with user and time [Charge Log]
+  * Ticket - update print to add Phone and Email
+  * Ticket - improvements to OpLog entry
+  * Ticket copy / Ticket Date change - Time person entries - reset and validate validate Person Job Titles
+  * Dispatch/Ticket - improve history tracking for Manual Close activity
+  * PO - include ability to add Vendors during PO creation
   * Add Quote Items Stimulsoft report
   * Daily auto-reset of Spark Staging; simplifies testing in Staging systems
-  * Dispatch / Ticket - Add Bid charges; improve "Add as rows" functionality
+  * Dispatch/Ticket - Add Bid charges; improve "Add as rows" functionality
-  * Fundamental re-write of email send for DMARC compliance
+  * Add country / geo based restrictions on essentially all document types
+  * Fundamental re-write of email send for DMARC compliance (anti-spam and security)
 === v.2026.0724.1032 - Patch- (28-Jul-2026) -- release-2026.06 ===