We are pleased to announce the release of Access Orchestrate version 7.82
The following features are included in this release.
Features and Enhancements
Implement pagination for Order Planner and Task Planner - The Task Planner and Order Planner views now include pagination controls for improved performance with large datasets. Instead of loading all records at once, results are displayed in pages (default 25 per page) with options to choose 10, 25, 50, 100, 1,000, or All. Navigation buttons (Previous/Next and clickable page numbers) allow quick browsing through results. Sorting, searching, and filtering continue to work as before — pagination is applied after these operations. The statistics bar always shows the total count of all
matching records.
• Enhance filtering to add OR and grouping (parentheses) - The filter editor now supports OR logic and nested filter groups (parenthesised expressions). Users can build compound conditions such as "Qty > 1 AND (TaskDescription contains ‘Op’ OR TaskDescription contains ‘Task’)". Each group has its own AND/OR toggle, and groups can be nested up to 5 levels deep. Existing saved filters continue to
work without modification.
• Allow a User to find Primary/Secondary resource on the Gantt Chart using a new option via Edit Tasks, Resources Tab - A new right-click option has been added to the Edit Tasks > Resources Tab. When you right-click on a single resource row, a new menu option allows you to instantly navigate the Gantt chart to that resource's task. If the resource is already visible on the Gantt, the option reads "Find task on Gantt chart"; if the resource is not yet displayed, it reads "Add Resource and Find task" and will add the resource to the Gantt before navigating. This makes it significantly faster to locate tasks on primary or secondary resources without manually scrolling the Gantt chart.
• Enhancements to scrolling on the Gantt Chart using Touch Pad (zooming and two finger scrolling) - Improved scrolling behaviour on the Gantt Chart for laptop and touchpad users. Two-finger horizontal scrolling now works natively on touchpads without needing to hold the Shift key. Twofinger vertical scrolling responsiveness has also been improved. All existing mouse wheel behaviours (zoom, horizontal scroll with Shift, vertical scroll) remain unchanged.
• Enhance Align Plan with Actuals to Auto-Adjust Dependent Tasks - When using "Align Plan with Actuals" with the Affect Plan Timings option enabled, the system now automatically adjusts all dependent and subsequent tasks to reflect actual progress. Previously, only the individual task’s timings were updated, leaving the rest of the schedule unchanged. With this enhancement, theentire plan stays aligned with real execution progress — subsequent tasks are moved forward or backward as needed, respecting all existing dependencies (Finish-to-Start, Start-to-Start, Finish-toFinish, etc.). This eliminates the need for manual re-scheduling after recording actuals.
• Minor performance improvement when selecting order(s) in Order Planner - Improved performance when selecting orders in the Order Planner. The selection operation is now faster, especially when working with plans containing a large number of tasks.
• Edit Tasks panel now shows a helpful message when no task is selected - When the Edit Tasks panel is open but no tasks are selected from the Gantt chart, the panel now displays a helpful informational message instead of being blank. The message includes a ‘No Task Selected’ title, an instruction to select a task from the Gantt chart to view and edit its details, and a tip that holding Ctrl and clicking allows multiple task selection.
• Allow users to select which attributes are updated via the Update Process screen - Added a new "Update with Process?" option for task attributes, allowing users to control which custom attributes are updated when using the Update Process screen. By default, all attributes continue to update as before. Users can now opt out individual attributes from being overwritten during process updates via the Additional Task Data screen.
• Improved SFDC performance when processing deleted operations - Improved SFDC performance by eliminating unnecessary label processing for deleted and expired operations. Labels are no longer generated for operations marked as deleted or archived, and existing orphaned labels are cleaned up during the publish cycle. Completed operations remain visible in SFDC with their labels intact within the configured retention period.
• Locked task error messages now identify which task is blocking your change - When attempting to move or edit a task that is linked to a locked task, the error message now shows the details of the
blocking locked task(s), including Order Code, Op Step, Op Description, and Primary Resource. This makes it much easier to identify which locked task is preventing the change, without needing to manually search through the plan.
• New Plan Details panel in Plan Explorer - A new Plan Details panel has been added to the Plan Explorer and Open Plan windows. You can now click the "Plan Details" button to see a summary of database record counts including Tasks, Orders, Items, Resources, Processes, Shift Patterns, and other data categories. The panel shows both Active counts (filtered to non-archived/non-deleted records) and Total counts, along with whether each category is Plan-specific or Global. This gives planners quick visibility into the scale and composition of their planning data without needing to open the plan itself.
• Enhanced Open Plan Progress bar UI with gradient, animations, and modern styling - The progress dialog shown during plan loading, saving, shuffling, and other operations has been visually upgraded with a modern design. The progress bar now features a smooth gradient fill in Access/Evo brand green, rounded corners, and a shimmer animation effect. The completion percentage is now displayed directly inside the bar. A spinning loading indicator and animated title provide clearer visual feedback, while a prominent "Step X of Y" counter helps users track progress through multistep operations.
• Improvements to the View Manager Screen - The View Manager screen has been significantly improved for speed and usability. Opening the View Manager is now much faster, especially for plans with many stored views, as data is cached between sessions and loaded in the background. A new search box in the toolbar dropdown lets you quickly find views by name without scrolling through folders. Hovering over folders auto-expands them for easier navigation. A new "View Properties" section in the View Manager provides quick access to chart display options including
Colour By, visible Labels, Legend, Error List, Late Flags, Critical Path, Non-Working Time, and Current Time Marker — all in one place. The "Modified By" field on views now correctly records the signed-in user instead of showing "System".
• Faster ‘Build View for Order’ performance - Improved the performance of the "Build View for Order" feature. When viewing an order's resources on the Gantt chart, the display now updates more efficiently, resulting in a faster and smoother experience — especially for orders with many allocated resources. Additionally, obsolete resources are now correctly excluded from the view.
• Grid no longer jumps to the top when entering edit mode - Fixed an issue where clicking Edit on data entry screens (such as Items, Resources, Orders, Processes, SFDC Staff, and other grid-based forms) would cause the view to scroll back to the top of the list. The grid now correctly stays on the selected row when entering edit mode, improving usability when working with large datasets.
• Significantly faster Add to Plan and Shuffle Tasks operations - Significantly improved the performance of Add to Plan and Shuffle Tasks operations. Plans with large numbers of tasks (600+) will see substantial speed improvements — up to 90% faster in some scenarios — when planning, moving, or shuffling tasks.
• Order Planner now navigates to the correct page when selecting an order from the Gantt Chart - Improved the Order Planner so that when selecting "Select Order" from the Gantt Chart right-click menu, the Order Planner now automatically navigates to the correct page and scrolls to highlight the selected order.
• Order Planner - Add Progress Bar with Cancel Action to "Add Order to Plan" Operation - When adding multiple orders to a plan using "Add to Plan", a progress bar now displays real-time progress for each order being planned, with the option to cancel the operation at any time. If an error occurs during planning, the system stops gracefully and shows the error message without losing any orders that were already planned. Additionally, scheduling accuracy has been improved for tasks with dependencies that span shift breaks, ensuring time offsets are calculated correctly using working time rather than calendar time.
• Enhance self-collision error message with dependency details - When planning fails due to a scheduling conflict between two operations in a process, the error message now provides more detailed information to help you resolve the issue. Instead of a generic "check dependencies" message, you will now see:
o Which dependency type is involved (e.g., Finish-Start, Start-Start)
o The configured maximum offset between the operations
o Which resources are assigned to each operation
o Guidance on how to resolve the conflict (increase the maximum offset or review resource assignments)
o A hint that planning with "Allow Overloads" enabled may help
• Faster search window performance - Improved the performance of the database search feature. The search window now opens faster, particularly on larger databases, by using a more targeted query to retrieve column information and by reusing existing database connections instead of creating new ones each time.
• SFDC Staff: Safer Excel copy/paste with ID-based row matching - The SFDC Staff management screen has been significantly enhanced. A visible, read-only ID column ensures safe Copy/Paste from Excel — rows are matched by unique ID rather than grid position, preventing data corruption when rows are reordered in Excel before pasting back. A confirmation dialog summarises how many records will be updated, added, or rejected before any changes are applied. A new summary panel displays Active/Total User Count and Admin names. Column renames: "Supervisor" to "Admin" and "Role" to "Viewer Role". A new "Hide disabled staff" checkbox allows filtering the grid to show only active staff.
• Stability improvements and faster plan loading for large databases - Fixed a crash that occurred when opening plans with very deep task dependency chains. Improved plan loading performance with multiple optimizations across task relation processing, KPI calculation, resource synchronisation, and shift pattern assignment loading.
• Include Linked Order Resources - A new option "Include linked order resources" has been added to the "Build View for Order..." menu in the Order Planner. When enabled, selecting "Build View for Order" will automatically discover and display resources from related orders that are connected through pegging links or task dependencies. This helps planners visualise cross-order relationships and identify broken links without manually searching for resources. The setting is remembered per user and defaults to off.
• Fixed: Permissions error when deleting or creating plans - Fixed a permissions issue where the Orchestrate application role lacked ALTER and EXECUTE permissions on certain database tables and stored procedures. This resolves errors such as "Cannot find the object ... because it does not exist or you do not have permissions" that could occur during operations like deleting saved plans or
creating new ones.
• Faster plan loading for plans with secondary resource groups - Improved performance of secondary resource group synchronisation. Plan loading and resync operations involving secondary resource groups are now significantly faster, especially for plans with large numbers of tasks. Only changed data is synchronised instead of reloading all secondary resource groups on every sync.
• Multi-task Works Order changes now preserve Operation Step numbers where possible - Enhanced the multi-task Works Order change to preserve existing Operation Step (OpStep) numbers when they are not in conflict with the target Works Order. Previously, all OpStep values were reassigned during a multi-task order change. Now, OpStep numbers are retained unless a conflict
exists, and a summary of any required renumbering is presented before proceeding — matching the behaviour already present for single-task order changes.
• Improve Orchestrate Gantt Chart Performance - Improved Gantt Chart rendering performance when working with large plans (hundreds of resources, 100k+ tasks). The chart now skips rendering for resources that are scrolled out of view (above or below the visible area), and avoids drawing task labels when they would be too small to read. These changes reduce rendering time during scrolling
and zooming, resulting in a smoother planning experience.
o Viewport culling ensures only visible tasks are rendered, dramatically reducing draw workload:
▪ Draw reduction — Up to 99% fewer tasks that require rendering.
▪ Render speed — Average render duration dropped from ~475–969ms to ~100– 156ms, a 5–8× speed improvement.
▪ Scalability — Render cost is now proportional to visible tasks, not total dataset size, so the Gantt scales gracefully regardless of plan size.
o Scrolling and zooming should feel significantly more responsive for large-scale plans.
• Stability fixes and improvement
Additional Information
Fix Close Gaps positioning for tasks with Setup Only on secondary resources - Fixed an issue where the Close Gaps feature incorrectly positioned tasks when a preceding task had a Setup Only allocation on a shared secondary resource. Previously, the successor task was placed after the predecessor's work duration instead of immediately after its setup portion completed. Tasks now correctly move to start right after the setup finishes on the shared resource.
• Fixed: Duplicate ‘Stopped’ actuals when booking downtime in SFDC - Fixed an issue where duplicate "Stopped" actuals were created in Orchestrate when booking downtime through SFDC. The system now checks the last recorded actual status before creating a new stopped entry, preventing redundant records. Additionally, the Created Date on stopped actuals now correctly reflects the time the record was created rather than the original booking date.
• Select Successor and Predecessor Improvements - The Gantt chart right-click context menu for finding predecessor and successor tasks has been improved. Menu items now display cleaner, shorter text showing just the task description and order code (when relevant), with full details available via tooltip on hover. When clicking on a predecessor or successor whose resource is not currently visible in the Gantt chart, the resource is automatically added and the chart scrolls to the task. A "+" indicator on the menu item signals when a new resource will be added. The Select and Find menu items have been re-grouped for easier navigation.
• Fixed: White space appearing in Order Planner context menus - Fixed an issue in the Order Planner where scrolling with the mouse wheel on a right-click context menu would display unintended white space below the menu options. The fix also applies to all dropdown menus and context menus across the application (including Demand Planner, Sales Orders, and main menu bar), ensuring a consistent and clean user experience.
• Fixed: Saving fails when task description exceeds 255 characters - Fixed an issue where entering a task description longer than 255 characters in the Task Editor would cause the plan save to fail with a database error. The Description field now enforces the 255-character limit directly in the user interface, preventing overly long descriptions from being entered. Leading and trailing spaces are also automatically trimmed from task descriptions for consistency.
• Fixed: Incorrect created date when stopping an SFDC operation - Fixed an issue in the SFDC (Shop Floor Data Collection) module where stopping an operation recorded an incorrect "Created Date" on the actuals entry. Previously, the created date was incorrectly set to the time the operation was originally started rather than the time it was stopped. The created date now correctly reflects when the stop action was performed.
• Improve performance of Close Gaps - The Close Gaps feature has been optimized for better performance, especially when working with large numbers of tasks. Users should notice faster execution times when closing gaps on plans with many tasks. Additionally, when an error occurs during Close Gaps, users now have the option to continue processing remaining tasks instead of the operation stopping completely. This provides more flexibility when dealing with complex plans that
may have isolated issues.
• Hide 'in' operator for boolean fields in filter dialogs - Fixed an issue in filter dialogs where the ‘IN’ operator was incorrectly shown for Yes/No (boolean) fields. The ‘IN’ operator is not meaningful for these fields and is no longer displayed.
• Fixed: Sporadic crash when loading Orchestrate - Fixed a sporadic error that could occur when loading Orchestrate. The application now handles edge cases during form initialization more gracefully, preventing potential crashes when the main planning view is opened under certain display configurations.
• Open Plan - Progress bar to show to 100% when fully loaded - The progress bar when opening a plan now correctly displays 100% when loading is complete. The progress dialog has been improved to display better on high-resolution displays, and the status message now shows the loading percentage alongside the step count for clearer feedback.
• Task Planner - Replan tasks should apply the same logic as Unplan tasks when there are start to start task dependencies - When replanning or restoring tasks in the Task Planner, the system now displays a confirmation dialog if the selected tasks have Same Start Time Dependencies with other tasks. This ensures users are aware of all related tasks that will be affected by the operation, providing consistency with the existing unplan behaviour.
• Fixed: Import workflow timing out when processing large sales order volumes - Improved performance of the Import workflow to prevent timeout errors when processing large volumes of sales order data. The system now handles bulk data operations more efficiently, ensuring imports complete successfully even with extensive datasets.
• Fixed: ‘Delete Proposed Orders’ import operation timing out for large datasets - The "Delete Proposed Orders" import workflow operation has been optimized to handle large datasets more efficiently. Previously, this operation could time out after 30 minutes when processing databases with many proposed orders. The fix improves performance by:
o Optimizing the deletion process to handle bulk operations more efficiently
o Adding database indexes to improve query performance
o Processing deletions in smaller batches to prevent system resource exhaustion
o Customers with large numbers of proposed orders will now experience faster and more reliable deletion operations during imports.
• Task Planner Screen loading improvements - Improved the loading performance of the Task Planner screen. The system now uses an optimised change detection mechanism, reducing unnecessary screen refreshes when navigating to or interacting with the Task Planner. This results in a faster and smoother user experience, particularly when working with plans that contain a large number of
tasks.
• Improve Skip Shuffling check - Improved the task shuffling optimization to handle task selections of any size more intelligently. The system now evaluates whether a full shuffle is truly necessary regardless of how many tasks are selected, potentially reducing processing time and improving responsiveness across all task selection sizes.
• Faster task locking - Improved the speed of locking tasks on the Gantt chart. Locking operations are now faster, particularly for plans with a large number of tasks.
• Creating new SFDC staff advises on Password which is no longer a requirement - The SFDC Staff management screen no longer prompts for a password when creating new staff members. The "Reset Password" button has also been removed from the form. These options were legacy features from when SFDC staff authentication was managed locally; passwords are now handled through
Workspace, making these controls unnecessary.
• Edit Tasks - Work duration does not update when changing Setup Start Time from Edit Tasks - Fixed an issue in the Edit Tasks panel where changing the Setup Start Time did not update the Work Duration when Work Duration was the automatically calculated field. The Work Duration now correctly recalculates in all calculation modes when the Setup Start Time is changed.
• Saving the plan deselects the task after publishing to SFDC is completed - Fixed an issue where saving a plan would cause the currently selected task to become deselected when the database was linked to SFDC. The selected task is now preserved after saving.
• Fixed: Error when running ‘Clear Sales Data’ as part of an import - Fixed an error that occurred when running the "Clear Sales Data" workflow as part of a data import. The issue caused the import process to fail with an error. This has been resolved and the data import now completes successfully.
• Horizontal scroll doesn't work properly when zoomed in - Fixed an issue where clicking the horizontal scrollbar arrows on the Gantt chart caused the view to jump or skip large periods of time when zoomed in. The scrollbar now moves by a consistent fraction (1/5) of the currently visible time range per arrow click, providing smooth and predictable navigation at all zoom levels. Keyboard arrow key navigation has also been updated to match this improved behaviour.
• Shuffle and Undo don't work correctly after editing Start No Earlier Than date - Fixed an issue where the Undo and Redo functions on the Gantt chart did not work correctly after editing a task's "Start No Earlier Than" or "Deadline" dates. Previously, undoing such changes would not fully restore the task's scheduling constraints, and Redo could fail to re-apply the shuffle correctly. A new "Set earliest start from setup start date" shortcut link has also been added to the task editor panel for
convenience.
• Duplicate Tasks should retain Locked property - Fixed an issue where duplicating a task that had the "Locked" property enabled would result in the new duplicated task not retaining the Locked status. The duplicated task will now correctly inherit the Locked property from the original task.
• Copy from Work List View copies a format that cannot be pasted as an Excel table - Fixed an issue where copying data from the Work List View and pasting into Microsoft Excel produced unusable results — data appeared in a single column with HTML character codes instead of a properly formatted table. This fix ensures that "Copy All as HTML" and the new "Copy Selected as HTML" options produce clean, pasteable tables in Excel. The fix also works correctly when using the
application through Citrix environments. Additionally, the "Include Header in Copy" option now applies to HTML copy operations, allowing users to choose whether column headers are included.
• Orchestrate, zooming into the Gantt chart draws on 2nd monitors - Fixed an issue where the zoom rectangle, marquee selection, measurement lines, and legend resize indicator on the Gantt chart would draw on the wrong monitor in multi-monitor setups, particularly when screens have different DPI scaling or when the application window spans monitor boundaries. These overlays now render correctly on the active screen.
• Redo button does not work after dragging task (with task dependencies) and undo movement - Fixed an issue where the Redo button (and Ctrl+Y) did not work correctly after dragging a task that has task dependencies and then undoing the movement.
• Fixed: Error when opening the Archived Tasks menu on a plan with no archived tasks - Fixed an issue where navigating to Planning → Archived Tasks on a plan with no archived tasks would cause an unhandled exception error dialog to appear. The Archived Tasks screen now opens correctly and displays the expected empty state when no archived tasks are present.
• Default Dropdown Filter Is Wrongly Displayed As Boolean instead of Date Time Picker - Fixed an issue in the Task Planner where creating a new filter would incorrectly display date-type fields (such as "Arrival Date") as a boolean checkbox instead of a date/time picker control.
• Ensure all resources in the Resource Group are utilised when planning - Improved resource utilisation in production planning: all resources in a Resource Group are now considered during scheduling, resolving cases where planning would fail with No Feasible Result errors despite available capacity on alternative resources.
• Improve duplicate Order warning message during merge - Improved the data import process to detect and clearly report duplicate order entries before processing. When importing orders, if the same Order Code appears more than once in the import file, Orchestrate will now display a clear warning message identifying the specific duplicate Order Code that needs to be corrected in the source data before re-importing. This prevents obscure database errors during the merge process
and provides actionable guidance to resolve the issue.
• Skip Shuffling Logic incorrectly bypasses Full Shuffle when Suppress Setup and Setup Table are active - Fixed an issue where dragging a task to a different resource could cause tasks on unrelated resources to move unexpectedly and overload. This occurred in plans where the Suppress Setup for Same Item and Op Step setting was enabled and tasks used a Setup Table. The scheduling engine now correctly detects this situation and performs a full plan recalculation instead of an incomplete
partial one.
• Actuals displaying multiple times in Orchestrate — View Actuals menu - Fixed an issue where actuals (recorded work entries) were displaying multiple times in the View Actuals menu within Orchestrate. The duplicate entries occurred when tasks existed across multiple plans. Actuals will now correctly display once per entry, showing only records relevant to the current active plan.
• Multiple issues with Demand Planner - Fixed multiple issues with Demand Planner for items with expiration dates:
o Scheduling fix: When forward planning items with expiration, batches are now scheduled as early as possible without the product expiring before the requirement date, instead of being incorrectly scheduled near the end of the look-ahead period. - Quantity calculation fix: After planning a batch, the Demand Planner requirement now correctly decreases for items with expiration, even when production falls beyond the look-ahead period. Already-committed production is no longer re-planned. - Cancellation support: Long-running Demand Planner calculations can now be cancelled via a progress bar with a Cancel button, improving responsiveness for large plans.
• Running an import that includes Clearing actuals then returns an error in the application - Fixed an error that occurred after running an import that includes clearing actuals, which previously caused an unhandled exception in the application.
• Fixed: ‘Align Plan With Actuals’ crashes when actual start date is later than task stop date - Fixed: 'Align Plan With Actuals' crashes when the actual start date is later than the task’s current stop date. The application now handles this scenario correctly without crashing.
• Fixed: Running an algorithm or planning operation incorrectly shifts order dates across all plans - Fixed an issue where running an algorithm or planning operations (demand planning, adding orders to a plan, or closing gaps) could unintentionally change the Planning Start Date displayed across all planning views. After the fix, the Planning Start Date remains stable during these operations, and order dates in the Order Planner, Demand Planner, and Task Planner are no longer incorrectly
shifted.
• Check Availability of Made Items when Planning - Fixed an issue where adding a new order via the Demand Planner with "Check Availability of Made Items" enabled could incorrectly reassign production from existing orders. New orders now correctly peg to the next genuinely available production task without disturbing existing production allocations.
• Demand Planner Start By Date method overridden by invisible Add to Plan Date - Fixed an issue in the Demand Planner where the Start By Date planning method was being overridden by the hidden Add to Plan Date value. When using Start By Date, newly planned batches could be scheduled later than expected. Tasks now correctly schedule based on the Start By Date when that method is selected.
• Repair Pegging Links breaks Successor dependencies - Fixed an issue where running Repair Pegging Links could break successor dependency constraints (causing "Maximum Delay Exceeded" errors) by triggering a full task replan that allowed other orders to fill gaps between constrained tasks.
• "Align Plan With Actuals" does not adjust task timings - Fixed an issue where Align Plan With Actuals did not adjust task timings when the Affect Plan Timings system parameter was disabled. The application now displays a confirmation dialog allowing users to choose whether to align timings for the current operation, proceed without timing alignment, or cancel.
• Late Task not Properly Highlighted by the Colour By Legend - Fixed an issue where the "Colour By Days Late" legend on the Gantt chart displayed incorrect lateness values for tasks that were actually late according to Material Dependencies. The lateness calculation now correctly reflects the order's planned finish date vs deadline date.
• Order Planner Multiple Refreshes on "Add to Plan" - Fixed an issue where the Order Planner grid would visibly refresh multiple times (with orders changing positions) when clicking "Add to Plan".
The grid now refreshes once smoothly without flickering or position jumps.
• Fixed: UI freezes when the algorithm panel refreshes during algorithm execution - Fixed an issue where the AlgorithmPlanner panel and the shuffle progress bar could be triggered during algorithm execution, potentially causing UI freezes or unexpected behaviour. The application now correctly suppresses these UI updates while the algorithm is running.
• Stock goes negative at expiration date causing infinite demand planner loop - Fixed an issue where items with stock expiration days configured could cause the stock plot to go negative at the expiration date, triggering the demand planner to enter an infinite loop of order creation. The fix caps the expiration deduction to the actual available stock on the plot, preventing negative stock values.
• Fixed: Plan deletion and Save button issues in plan management - Fixed two issues in plan management: Plan deletion now properly cleans up current plan references, preventing stale entries in the system. The Save button on newly created plans now saves directly instead of incorrectly opening the Save Plan dialog; Save As continues to show the dialog as before.
• Fixed: New database creation hanging on SQL Server 2019 - Fixed an issue where creating a new database could hang indefinitely on SQL Server 2019. The database creation process now completes reliably across all supported SQL Server versions.
• Task durations not recalculated after import - Fixed an issue where task durations were not recalculated when task quantities were updated externally (e.g. via data import). Plans now automatically detect quantity changes on open, recalculate affected task durations, and notify the user that the plan has been reshuffled. A new "Analyse Plan" option has been added under Planning > Replan for manual full-plan analysis.
• When using Forward Planning, Demand Planner should plan batches as early as possible - Fixed an issue in Forward Planning where the Demand Planner was scheduling batches for items with expiry periods too far into the future. Batches are now planned as early as possible. If all produced material would expire before its first required date, a warning message is displayed and the Plan All operation
is halted to prevent planning invalid batches.
• Batches planned by Demand Planner that finish after the lookahead period are not counted against demand within the lookahead period - Fixed a bug in the Demand Planner where batches planned with a finish date beyond the look-ahead period were not being counted against demand within the look-ahead period, even though they were pegged backwards to that demand. This caused the planner to endlessly suggest new batches for already-satisfied demand.
• Fixed: Crashes when opening older databases - Fixed two crashes that could occur when opening older databases. The application now handles these scenarios gracefully and opens the database correctly in both cases.
• Resource Group Planning Rule "Earliest Completion" Plans Sequentially on One Resource - Fixed a scheduling issue where the Earliest Completion planning rule was assigning all orders to a single resource instead of distributing work across all available resources in the Resource Group.
• Fixed: Crash when opening certain views for the first time - Fixed a crash that could occur when opening certain views if the user had never customised the error-list checkbox settings. The application now handles the missing setting gracefully instead of throwing an error.
• Fixed: Duplicate plan records and plans becoming invisible after saving on close - Fixed an issue where creating a new plan could produce duplicate plan records in the database. Also fixed an issue where saving a new plan on close would make the plan invisible in the Open Plan dialog due to an invalid folder assignment.
• Fixed: Crash when creating a new database or importing data with auto-login enabled - Fixed a crash that occurred when creating a new database or importing data while auto-login was enabled and succeeded. The application now handles the case where the sign-in form is not displayed.
• Item Production Rates error when creating new records - Fixed an error that occurred when creating new records in the Item Production Rates form. Users previously encountered a "Column UpdateTimestamp does not allow nulls" error when clicking Apply after adding a new row.
• Item BOM Enquiry does not load until the record is refreshed - Fixed an issue where the Item BOM Enquiry screen did not display data when first opened. Previously, users had to manually change the selected product before the BOM component grid would populate. The grid now loads correctly on initial display.
• Fixed: Demand Planner fails to calculate quantity for items with a Target Stock Level but no demand - Fixed an issue where the Demand Planner failed with "Failed: missing Qty To Be Planned" for items that have no demand but do have a Target Stock Level. These items will now correctly calculate the quantity to be planned based on the shortfall between current stock and the target stock level.
• Fixed: Error when pressing Delete to clear numeric grid cells (e.g. Lowest Batch Qty) - Fixed an issue where pressing Delete to clear a cell in certain grid columns (e.g., Lowest Batch Qty on Items) would cause an application error. Clearing these cells now correctly resets the value to the column's default (e.g., 0) instead of causing a crash.
• Set Deadline as First Requirement link reverts Deadline time component when clicking Apply - Fixed an issue where the "Set deadline as first requirement" action would revert the deadline time component when clicking Apply. Additionally improved the multi-task editor to show checkboxes for bulk actions when multiple tasks are selected, with intelligent visibility that only displays options when all selected tasks support them and the values have not already been set.
• Fixed: Unsaved changes lost when a plan save fails - Fixed an issue where unsaved scheduling changes could be lost if a plan save operation failed. Previously, the application would reload data from the server after a failed save, discarding any task movements or edits made since the last successful save. The application now preserves all unsaved changes when a save fails, allowing users
to retry without losing their work.
• Fixed: Plan save failing when tasks are modified by another user simultaneously - Fixed an issue where saving a plan could fail when another user simultaneously archived or unplanned tasks. The save operation now handles this concurrent editing scenario gracefully instead of rolling back all changes.
• Planning engine throws incorrect "resource rule validation" error when replanning a task after unplanning without saving - Fixed an issue where replanning a task from the Task Planner after unplanning (without saving) could incorrectly display a "resource rule validation" error. Tasks now replan successfully in this scenario. Additionally, task selection is now preserved on both the Gantt chart and Task Planner grid across Unplan/Replan/Restore operations.
• Edit Order Header save is slow due to unnecessary full plan reload - Improved performance when saving changes from the "Edit Order Header" dialog. Previously, saving a single order quantity edit triggered a full plan reload (12-18 seconds). Now, only the affected order data and tasks are refreshed, reducing save time to under 2 seconds.
• Demand Planner ignores "Add to Plan Date" for items with no requirements when Qty To Add is manually entered - Fixed an issue where the Demand Planner ignored the "Add to Plan Date" for items with no existing requirements when a Qty To Add was manually entered. Previously, these items were always scheduled against the end of the look-ahead period regardless of the selected date option. Now, items correctly use the "Add to Plan" date when that option is selected, and the
"Start by Date" when that option is selected.
• Demand Planner grid does not re-sort by priority after "Add to Plan" - Fixed an issue where the Demand Planner grid did not re-sort rows by priority after using "Add to Plan". Rows now correctly reorder to reflect updated priority values.
• Task incorrectly moved when editing Work Start time in Task Editor - Fixed a bug where editing only the Work Start time in the Task Editor caused the task to move to the wrong date when the task had a non-zero setup time. The task now moves by the correct amount matching the actual Work Start change.
How this version will be made available
Request - Please raise a new case with support to request an upgrade.