Release Notes 12/22/25 - 1/4/26

🚀 Enhancements

Order Ingestion Deduplication

• Introduced logic to identify and discard duplicate order payloads during order ingestion.
• Reduces unnecessary processing caused by unchanged orders repeatedly sent to the /v2/orders endpoint.
• Helps minimize “Reload Invoice” messages seen by end users and lowers compute and storage usage.
• Deduplication is being rolled out in phases to ensure accuracy before fully discarding duplicates.

Pre-Bill Ready to Approve

• Introduced a Ready to Approve approval flow for Pre-Bill, mirroring the existing Invoice Audit process.
• Pre-Bill Orders are automatically placed into the Ready to Approve queue when:
  • At least one document is attached, and
  • There are no Pre-Bill exceptions or work instructions.
• Enables users to mass approve Pre-Bill Orders, significantly reducing manual processing.
• Approved orders move to the Approved for Pre-Bill tab.
• Lays the groundwork for future auto-approval via configuration.

Add Invoice Relationship in Document Management

• Extended Document Management to support Invoice relationships, in addition to existing Order relationships.
• Users can now relate a document to an Invoice directly from the document modal.
• Searching returns a consolidated list of matching Orders and Invoices based on the entered number.
• Users can select an Invoice from the results and save it as a relationship on the document.
• Improves document traceability and flexibility when invoices need to be linked independently of orders.

Revenova | PATCH Base Rates to $0

• Updated the Revenova Quote PATCH behavior to ensure accurate rate handling.
• When no charges are present for Discount, Fuel, Deficit, or Line Haul in the Audit Results, Navix now sends those fields as $0 for both AP and AR.
• Prevents stale or unintended values from persisting in Revenova when charges are absent in Navix.

Invoice Creation Modal in Documents

• Users can now reclassify a document as an Invoice and create the invoice immediately—directly from the Prebill Order Details screen.
• Order details are pre-filled, documents can be copied automatically, and users can reference the invoice document while completing the form—without leaving Prebill.

How it works

• User changes a document’s type to Invoice and saves.
• A prompt asks whether to create the invoice now.
• Users can choose to copy all documents from the Prebill Order to the new Invoice (default: checked).
• Selecting Create Invoice opens Generate Invoice from Order, pre-populated with Order data.
• User saves the invoice and is returned to the Documents tab of the original Prebill Order.
• Business rules run automatically; the user remains in context and can proceed to the next item.

Key benefits

• Zero navigation away from Prebill
• Preserves user context and mental flow
• Faster invoice creation with fewer errors
• Lays groundwork for future automation

Note: If a tenant already has Prebill document copy enabled, safeguards ensure documents are not copied twice.

🐞 Optimizations

Error Downloading Document

• Fixed an issue where a Bill of Lading (BOL) displayed an error page image instead of the actual document.
• In some cases, documents transferred to downstream systems were incorrectly associated with a different order’s BOL.
• The issue was traced to a document download failure, which has been corrected to ensure the proper document is retrieved and displayed.
• Prevents incorrect document approvals and mismatched document transfers going forward.

Exception Category Icon Highlighted in Customer Billing – Not Showing in Order Record

• Fixed an inconsistency where exception category icons appeared highlighted in the Customer Billing → Prebilling queue, but no exceptions were present when opening the Order.
• Ensures the highlighted exception icons are now fully synchronized with the actual exceptions triggered on the Order record.
• Improves accuracy and trust in visual exception indicators within the Customer Billing workflow.

Dispute Email Encoding

• Fixed an issue where dispute email subject lines were HTML-encoded, causing encoded characters to appear (e.g., O & R Brothers Transport).
• Subject lines are now sent with proper character decoding, ensuring names and text display correctly in recipients’ inboxes.

Unable to Delete Generated PDF Invoice

• Fixed an issue where users were unable to delete generated PDF invoices.
• A restriction preventing deletion of documents with the Generated Invoice document type has been removed.
• Generated invoices can now be deleted like all other document types, restoring expected document management behavior.

Customer Pre-Bill Division Filter Reset on Page Refresh

• Fixed an issue where the Division filter in the Customer Pre-Bill queue was reset when the page was refreshed.
• The selected Division filter is now persisted across refreshes, ensuring a consistent user experience.

Ready To Approve Order Displayed on Pre-Bill Queue After Re-Ingested

• Fixed an issue where an Order that was already Ready to Approve appeared back in the Pre-Bill queue after being re-ingested.
• Ensures Orders retain the correct queue/state following re-ingestion, preventing duplicate or misleading work items.

Search on Submitted Name Doesn’t Return All Results

• Fixed an issue where searching by Submitted Name or Number returned incomplete results, even when multiple matching records existed.
• Previously, only a subset of records (such as unmatched items) appeared in the results.
• Searches now return all matching records, regardless of match status or applied source filters.

Pre-Bill Filters Not Persisting

• Fixed an issue where customer filters in Pre-Bill were not persisting after users refreshed the page or exited and re-entered Navix.
• Previously, selected filters would disappear, forcing users to reapply them before continuing Pre-Bill work.
• Filters now persist as expected across page refreshes and navigation, improving workflow continuity.

📊 Reports

(No reporting updates included in this release.)

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