e-halo Release Notes - 5th December 2024, RC 2.3

What's New?

Task Hub: View all running tasks

Previously when accessing the task hub, users would only be able to see the running tasks assigned to them or the entire organisation: tasks the user could complete.

Now, when accessing the task hub, users will be able to see all the running tasks in their organisation, including tasks that cannot be completed by the user looking at them, e.g. tasks assigned to other members of the team.

To make it easier to navigate, the tasks hub will have a new ‘component ID’ column and the following new filters:

• Product filter
• Assignee filter
• Organisation filter

Note: if the task can be completed by me, I can click on the task name to access the task and I have the ability to transfer the task, like I do today. If the task cannot be completed by me (is assigned to another user), I can’t click on the task name to access the task or transfer the task to another user.

Product Details Page: View all running tasks

There is a new ‘running tasks’ tab in the Product Details page, this tab will show the details of all active tasks related to Bills of Materials linked to the product (it will not show any components’ tasks).

Tasks included are as follows:

• Create Bill of Materials task
• Complete Bill of Materials task
• Approve Bill of Materials task
• Confirm Bill of Materials link task

This new tab will help users know:

• If the creation of a specific Bill of Materials is in progress and its due date, ‘Complete Bill of Materials’ task.
• If the retailers have briefed this product for a specific supplier, ‘Create Bill of Materials’ task.
• If the retailers need to approve the use of an existing Bill of Materials for this specific product, ‘Confirm Bill of Materials Link’ task.
• If the retailers need to approve a Bill of Materials that has been submitted, ‘Approve Bill of Materials’ task.

Users with access to a product will be able to see the ‘running tasks’ tab on the product details page. The information each user will be able to see will depend on their current access rights:

• Retailer users can see their own products. In their product pages, they have the right to see all the information and tasks related to their product.
• Product supplier users can see products from all retailers they supply to, but they cannot see a retailer’s full product catalogue, they can only see products and tasks related to them.

Bill of Materials Details Page: View all running tasks

There is a new ‘running tasks’ tab in the Bill of Materials Details page, this tab will show the details of all active tasks related to the Bill of Materials: Bill of Materials and Component tasks.

Tasks included are as follows:

• Complete Component task
• Confirm Component task
• Complete Bill of Materials task
• Approve Bill of Materials task
• Confirm Bill of Materials link task

This new tab will help users know how the Bill of Materials is progressing:

• If the Bill of Materials is being worked on, ‘Complete Bill of Materials’ task.
• If the components in the Bill of Materials need to be submitted or confirmed, ‘Complete Component’ and ‘Confirm Component’ tasks.
• If the Bill of Materials is on approval with the retailer, ‘Approve Bill of Materials’ task.

All users with access to the Bill of Materials will be able to see the ‘running tasks’ tab on the Bill of Materials details page. Both retailer users and product supplier users will have rights to see every running task.

Note: if a Bill of Materials is ‘active’, the only possible running task is ‘Confirm BOM Link’ tasks, as a Bill of Materials can only be linked to a new product after it’s already been approved.

Bill of Materials Details Page: View all running tasks

When users access an ‘in progress’ or ‘approval in progress’ Bill of Materials, they will be able to see a card with the details of the running task for that Bill of Materials, the card will include the task name and task assignee details.

Note: this card will not be available for ‘active’ BOMs

Component Details Page: View all running tasks

When users access an ‘in progress’ or ‘approval in progress’ component, they will be able to see a card with the details of the running task for that component. The card will include the task name and task assignee details.

Note: this card will not have SKU information, as components don’t belong in SKUs

Updates and Bug Fixes:

• Fixed the issue where components that were copied and therefore not linked to any BOMs had a tier restriction.