Release Notes 1/12/26 - 1/25/26

🚀 Enhancements

Assign Documents to Stops

• Added the ability to manually assign documents to specific destination stops for multi-stop shipments
• Available within the Invoice Details → Documents & Pre-Bill Order Details → Documents tabs
• Enables users to explicitly map documents (e.g., PODs, BOLs) to the correct stop along the shipment route

Why this matters:

• Multi-stop orders often include multiple shipper customers on a single Order
• Previously, documents were only associated at the Order or Invoice level:
  • Causing documents for one customer’s delivery to appear on another customer’s invoice
  • Creating confidentiality and compliance risks

Document Inbox: “Awaiting Order/Invoice” Review Flow

• Introduced a new “Awaiting Order/Invoice” status in the Document Inbox to improve handling of documents received before matching Orders or Invoices exist
• Allows users to explicitly mark documents that have been reviewed and are intentionally waiting for a matching record
• The status is applied at the submission level:
  • Marking one document applies the status to all documents in the same submission
• Improves visibility and reduces duplicate work by clearly distinguishing:
  • Unreviewed documents
  • Reviewed documents awaiting matching records

Key capabilities include:

• Visual Awaiting indicator displayed in the inbox grid
• Mark / unmark action available in the document modal
• Submission-level status for multi-document packets
• Tracking of user and timestamp for accountability
• Real-time UI updates without requiring a page refresh

Display Rule Details for Exceptions and Work Instructions

• Enhanced the exceptions and work instructions list on Orders and Invoices to provide greater rule transparency
• Added an icon on each exception that expands a row displaying:
  • Whether the rule is a Flex rule or a Legacy rule
  • The Rule ID associated with the exception
• For Flex rules:
  • Users with read-only access to Flex (read:rule-management permission) can click a link from the exception to view the rule directly in the rule editor

🐞 Optimizations

Revenova: Correct Line Haul Charges When Duplicate Charges Exist

• Identified an issue where Revenova quote updates selected only the first Line Haul charge
• This caused Customers or Carriers to receive a $0 Line Haul charge when duplicate Line Haul charges were present
• Updated logic now:
  • Groups duplicated Line Haul charges
  • Assigns the total combined value when setting base charges for both Customers and Carriers
• Ensures accurate Line Haul charges are sent when updating quotes in Revenova

Fixed Null Email Handling in Outbound Email Queue

• Identified an issue where an outbound email queue message contained a null email address
• This caused the message to fail during processing
• Updated the outbound email handling logic to:
  • Gracefully handle null email values
  • Prevent queue message failures due to missing email addresses

📊 Reports

Exception Dashboard Reporting Enhancements

• Updated the Exception Status filter labels in the left panel:
  • Unresolved (previously labeled as Open)
  • Resolved
• Updated reporting logic for Work Instruction exceptions:
  • The Attested To value in the Invoices_Exceptions table is now used to determine who is credited with resolving an exception
  • If the Exception Type is Work Instruction and Attested To is null:
    • The exception is treated as Unresolved
• Improved conditional logic for the “Exceptions by User” filter:
  • The Exceptions by User dropdown now only displays data when the report is filtered to Resolved exceptions
• Additional filtering safeguards:
  • When Exception Status = Unresolved
  • And Resolved By (top-level filter) = Manual
  • The Exceptions by User option will no longer show any user data, since unresolved exceptions should not credit a user