4.5 WHS Advanced Search

This release expands Warehouse search and filtering across dashboards and scoreboards, improves Distribution Center configuration and usability, and extends variance-routing visibility between PAY and WHS. It also includes supporting API work for scoped delivery access, participants, variance resolvers, and Warehouse needs-attention workflows.

• Warehouse advanced search: Added standardized simple and advanced search behavior across To Receive, To Pick, To Deliver, Worksheet, dashboard, and Assigned to Me experiences.
• Distribution Center usability: Added center search, sorting, remove actions, support for larger center lists, and delivery scope management.
• Variance routing: Expanded PAY Reconciliation Center routing configuration and Warehouse variance visibility, including cross-module resolver support.
• AutoPay transparency: Auto Paid badges and work-history visibility make AutoPay-created PAY sheets easier to identify and audit.
• Quick Search and scoreboard improvements: Improved persistent search behavior, quick-search placement, tooltips, quantity visibility, and post-finalize workflow behavior.

Customer Facing Improvements

• Distribution Centers now support loading larger center lists, simple center search, sort-by-name behavior, and a remove action with confirmation.
• Delivery Scope management is now available in the Distribution Center experience, including Property, Entity, and Department scope records with include/exclude support.
• When Delivery Scope is global, the scoreboard shows All; when scoped, the grid reflects the configured scope count.
• Associates scoreboards now include a Variance setting column.
• Worksheet work history now includes Skip Delivery audit visibility, and worksheet scoreboards show skipped delivery badges for quicker identification.
• Warehouse Quick Search now stays pinned at the top of the dashboard, and the Due Today highlight supports an Actions column with Start Receiving.
• To Receive scoreboards now show document quantity totals, and To Deliver participants now display user-name tooltips.
• Assigned to Me now closes the dialog automatically after finalizing a receiving task and showing success feedback.

• Warehouse dashboards now use the standardized search framework already familiar from PAY, including active reset behavior and consistent simple/advanced search interaction.
• To Receive scoreboard now supports single search criteria for Source #, Supplier, Bill To, and Receiving Area, plus filters for Due On period and Buyer.
• To Pick scoreboard now supports single search criteria for Document #, Bill To, Inventory, and Deliver To, plus filters for Date Required, Document Type, and Requested By.
• To Deliver scoreboard now supports single search criteria for Document # and Deliver To, plus filters for Waiting Since, Receipt Status, and Participants.
• Worksheets scoreboard now support Document #, Bill To, and Deliveries search, along with date period, work type, transaction status, work status, delivery status, and participant filters. 
• Assigned to Me workspace now supports both a simple search bar and advanced search filters for type, assigned-on period, participants, and status.
• All scoreboards now preserves the user’s simple/advanced search state when returning to the grid.

• PAY Variance Scoreboard advanced search now correctly returns results for Document # and Participant filters. 
• Reconciliation Center Variance Scoreboard now shows routing focused columns such as Auto Resolve, BUY, WHS, RON, and Auto Route To.
• Variances remain in PAY by default, regardless of portal routing settings, and are visible in the PAY Variance Scoreboard for AP clerk reconciliation.
• Users can search for terms in Default Terms configuration fields, improving usability in environments with large term lists.
• Variance lists now prevent already added entries from reappearing in selection dropdowns.
• Auto Paid PAY sheets are now easier to identify through an Auto Paid badge in both Paysheets Scoreboard and Paysheets Header views, and related AutoPay events are exposed in work history.
• PAY Reconciliation Center usability now matches Distribution Center improvements with search, sorting, and center removal support.

Included in Release Notes

The items below are the issues in this version marked for release-note inclusion.

• Warehouse delivery scope schema: New delivery-scoping support adds the table and the columns, plus related audit columns on warehouse distribution center audit.
• Scoped pick visibility: Pick lists, related item lists, and scoreboard counts can now be limited by Deliver To department scope. Global centers keep existing behavior; scoped centers depend on configured include/exclude entries.
• New OData endpoints: This release introduces or extends OData support for Warehouse participants, delivery scope lookup lists, Warehouse needs attention variances, Rec Center variance routes, and variance resolvers.
• Security and access: Several new Warehouse endpoints require valid Distribution Center context and authorized access; invalid or missing center identifiers return request errors.
• AutoPay audit visibility: AutoPay related work history and badge improvements depend on upstream AutoPay audit data being available to the UI.