Release Notes 6/2/2025 - 6/8/2025

🚀Enhancements 

Data Warehouse Updates 

  • Previous blockers have been removed to now begin work on some reporting requests we’ve received from tenants. 

Auto-Populate Customer Start Date 

  • Auto-Termination logic is in place for Invoices that include a Customer without a Customer Start Date in Navix. The was causing some Invoices to be terminated when Customers were manually added in the UI. 
  • Updated logic has now been implemented that will auto-populate the Customer Start Date field with the Tenant start date when a new customer is created via the UI.

Improved Date/Year Ingestion 

  • An update has been made to the ingestion of dates to make sure the year portion of any date is within 2 years of the current date
  • If it's not, Navix will populate the date portion to the most recent occurrence of that date
    • Examples:
      • Today is 5/28/2025. We ingest a ship date of 5/26/2025. Result = Keep
      • Today is 5/28/2025. We ingest a ship date of 5/26/2005. Result =  5/26/2025
      • Today is 1/2/2025. We ingest a ship date of 12/30/2000. Result = 12/30/2024
  • This update now applies to all date fields and will reduce the number of unmatched invoices because of data tolerances
     

    Invoice Freight Charge Terms now included in A&DO 

    • A new property has been added to display the Freight Charge Terms value from the Invoice in the data sent for Audit & Docs Out
    • Previously, only the Freight Charge Terms from the Order were being sent

    Provisional APIs Promoted 

    • Several Provisional API endpoints have been promoted and integrated into our Production endpoints after user testing and validation

    📊Reporting & Analytics 

    All Automated Users now display as Navix Jobs 

    • There was a bit of confusion on what the difference was between the Navix Jobs automated user and other API-related automated users in our reporting.
    • Now all automated reporting metrics to display under the navix.jobs@navix.io user
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    Expanded Pre-Audit Reporting 

    • Unmatched Dashboard Update 
      • Now a historical data view rather than a snapshot view
      • Invoices that were unmatched in the past and then eventually matched to an order were being dropped from that previous day/week/month reporting since it was no longer in the Unmatched state  
      • This has been updated so that the data from previous months is now historical (i.e. records are no longer being dropped once no longer in Unmatched state. An invoice that was Unmatched in November should still count towards that month of data even if it is matched to an Order in early December)
    • Duplicates Dashboard Additions
      • Count of Duplicates Terminated data bubble added
      • Count of Duplicates Processed (Kept) data bubble added
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