4.1 Pay Stability / ITM Transaction Search
This page summarizes the released work for RedRock Portals 4.1
Highlights
- Item transaction search was significantly expanded. The Item Editor Transactions tab now supports broader scoreboard search behavior, advanced filtering, additional columns, and saved user preferences.
- Pay workflow stability improved. Multiple fixes addressed search reset behavior, task navigation, task counts, audit visibility, amount accuracy, and reconciliation/history behavior.
- Distribution Center automation and setup improved. New auto-receive frequency options, batching controls, finalization timing, worksheet defaults, and printer settings were completed.
- Access and operational visibility were refined. AP Clerk access, variance-list behavior, and multi-receiving-center support were strengthened in released work.
Included in Release Notes
The items below are the issues in this version marked for release-note inclusion.
| Area | Key | Release Note Item |
| Item Management | SR-3705: Item Editor - Transaction Tab - Save Setting - Scoreboards - Column Sorting | Item Editor transaction scoreboards now preserve column sorting preferences. |
| Item Management | SR-3704: Item Editor - Transaction Tab - Save Setting - Scoreboards - Remember Columns | Item Editor transaction scoreboards now remember selected columns. |
| Warehouse | SR-3696: WHS - Distribution Center - Auto Receive Settings - Frequency: Process Every X Minutes | Auto Receive supports processing every X minutes. |
| Warehouse | SR-3695: WHS - Distribution Center - Auto Receive Settings - Frequency: Multiple Times | Auto Receive supports multiple scheduled runs per day. |
| Warehouse | SR-3694: WHS - Distribution Center - Auto Receive Settings - Frequency: Once Daily | Auto Receive supports once-daily scheduling. |
| Warehouse | SR-3693: WHS - Distribution Center - Auto Receive Settings - Frequency | Auto Receive frequency settings were added. |
| Warehouse | SR-3692: WHS - Distribution Center - Auto Receive Settings - Document Finalization Wait Time | Auto Receive now includes document finalization wait-time settings. |
| Warehouse | SR-3691: WHS - Distribution Center - Auto Receive Settings - Enable Auto Receive - Document Batch Size | Auto Receive now includes document batch-size controls when enabled. |
| Item Management | SR-3690: Item Editor - Transaction Tab - Advanced Panel - Document Status - Include Incomplete | Advanced search now supports including incomplete document status in Item Editor transactions. |
| Warehouse | SR-3680: WHS - Distribution Center - Printer Settings | Distribution Center printer settings were added. |
| Warehouse | SR-3677: WHS - Distribution Center - Worksheet Settings | Distribution Center worksheet settings were added. |
| Item Management | SR-3642: Item Editor - Transaction Tab - Add Advanced Search Panel to Scoreboards | An advanced search panel was added to Item Editor transaction scoreboards. |
| Item Management | SR-3641: Item Editor - Transaction Tab - Update Simple Search to Scoreboards | Simple search in the Item Editor Transactions tab was updated to use scoreboards. |
| Item Management | SR-3640: Item Editor - Transaction Tab - Add Created By Column to Scoreboards | A Created By column was added to Item Editor transaction scoreboards. |
| Item Management | SR-3639: Item Editor - Transaction Tab - Add Supplier Column to Scoreboards | A Supplier column was added to Item Editor transaction scoreboards. |
| Pay / Item Management | SR-3638: Item Editor - Transaction Tab - Add Price Origin Badges to Price Column | Price Origin badges were added to the price column in Item Editor transaction scoreboards. |
| Item Management | SR-3631: Item Editor - Transactions Tab - Requests Scoreboard - Hookup Simple and Advanced Searches | Requests scoreboard now supports both simple and advanced search. |
| Item Management | SR-3630: Item Editor - Transactions Tab - Orders Scoreboard - Hookup Simple and Advanced Searches | Orders scoreboard now supports both simple and advanced search. |
| Item Management | SR-3629: Item Editor - Transactions Tab - Receipts Scoreboard - Hookup Simple and Advanced Searches | Receipts scoreboard now supports both simple and advanced search. |
| Item Management | SR-3628: Item Editor - Transactions Tab - Invoices Scoreboard - Hookup Simple and Advanced Searches | Invoices scoreboard now supports both simple and advanced search. |
| Item Management | SR-3627: Item Editor - Transactions Tab - Inventory Scoreboard - Hookup Simple and Advanced Searches | Inventory scoreboard now supports both simple and advanced search. |
| Pay | SR-3615: PAY - Advanced Search - Needs Attention - Reset Feature - Not Resetting All Filters | Needs Attention advanced search reset behavior was fixed so all filters reset correctly. |
| Pay | SR-3599: PAY - REC Center - Variance Scoreboard - Variance List | REC Center variance scoreboard variance-list behavior was added. |
| Pay | SR-3598: PAY - REC Center - AP Clerks Scoreboard - Needs Attention Settings | AP Clerk Needs Attention settings were added to the REC Center scoreboard. |
| Pay | SR-3597: PAY - Needs Attention - Grant Access to AP Clerk Users | Needs Attention access was granted for AP Clerk users. |
| Pay | SR-3585: PAY - Reconciled Resolution - Global - Lines With Resolution | Reconciled Resolution now supports global handling for lines with resolution. |
| Pay | SR-3584: PAY - Reconciled Resolution - Global - Lines Without Resolution | Reconciled Resolution now supports global handling for lines without resolution. |
| Warehouse | SR-3569: WHS - Distribution Center - Worksheet Settings - Finalize Receipt Configuration Defaults | Worksheet settings now include finalize-receipt configuration defaults. |
| Item Management | SR-3537: Item Editor - Profile Tab - Unit Setup - Display 4 Decimal Places without Rounding | Unit setup on the Item Editor Profile tab now displays 4 decimal places without rounding. |
| Pay | SR-3532: PAY - Advanced Search - Needs Attention - Task Status Filter | Needs Attention advanced search now includes a task-status filter. |
| Pay | SR-3528: PAY - My Workspace - Needs Attention - Retain Items Per Page when Search Filters Applied | Needs Attention now retains items-per-page settings when search filters are applied. |
| Pay | SR-3524: PAY - My Workspace - Needs Attention - Task Navigator - Next Arrow Unavailable When Tasks Reach End of Items Per Page | Task navigation in Needs Attention was fixed when tasks reach the end of the current items-per-page set. |
| Pay | SR-3516: PAY - Advanced Search - Needs Attention - Work Toggle Default: My Work | Needs Attention advanced search now defaults the work toggle to My Work. |
| Pay | SR-3515: PAY - My Workspace - Needs Attention - Bind Task Counts | Needs Attention task counts were bound correctly in My Workspace. |
Additional Completed Work
The following items were completed as part of the same release version, contributing to its overall stability and completeness.
- PAY sourced scoreboard price-origin badge display fix.
- Item transaction OData searching support.
- Inventory balance concern text correction.
- Invoiced scoreboard amount accuracy fixes for drafting and paid/not-paid scenarios.
- Work History fixes for missing comments, missing audit details, missing records, and missing sheet-status category behavior.
- PAY insights Multi Rec Center awareness improvements.
- Invoicing automation work for the AutoPAY endpoint.
- Multi Rec Center support and routing-related PAY groundwork completed in earlier sub-tasks included in this version.
Functional Summary by Area
| Area | What changed | Primary outcome |
| Item Management | Expanded scoreboard-based transaction search, added advanced search, added document-status filtering, introduced Supplier and Created By columns, added price-origin badges, and saved user column/sort preferences. | Users can find transaction activity faster and work with more context directly inside the Item Editor. |
| Pay | Improved Needs Attention filters, defaults, navigation, counts, and reconciliation behaviors; added AP Clerk access and variance-list support. | Users get more reliable task management, clearer workflow behavior, and fewer search or navigation issues. |
| Warehouse | Added Auto Receive controls for batch size, wait time, and scheduling frequency, plus printer and worksheet settings. | Distribution Center operations gain more configurable automation and more predictable receipt processing. |