Welcome to c3OMS

PARs — Sales Rep autofill: choosing a Customer now fills the editable Sales Rep dropdown in Replacement / Response Info (not only the read-only Customer Info display), so Smart Event emails can reach the right CustRep (C3-4144).

Fishbowl — Ship Complete note (backend): Sales Orders posted to Fishbowl no longer get a doubled -- Ship Complete! -- marker in the SO note (and on commercial invoices) after the Critical Message already carries that marker from reverse sync (C3-5016).

Sales tax — AvaTax on conversion (backend): when a Web Order / Proforma converts to a Sales Order (and on partial-ship backorders), OMS now recomputes tax from AvaTax so ERP matches QuickBooks, instead of the flat Tax Group rate that was causing daily mismatches. If AvaTax is unavailable or returns an unusable response, the flat rate is kept as fallback and logged — it no longer silently writes $0 tax (C3-4936).

ChargeZoom — invoice charge Phase 2 (backend): new API to preview and charge a Sales Invoice against the customer’s vaulted card. Wet charging stays off unless a server kill-switch is explicitly enabled; otherwise every call is simulated. Already-charged invoices are skipped (idempotent). Intranet UI is separate.

Orders — conversion lock diagnostics (backend): conversion transactions (e.g. Web Order → Sales Order) that hold database locks are now timed and optionally recorded so reverse-sync lock waits can be measured and tuned. Default behavior unchanged; capture is opt-in via env + a sidecar diagnostics table.

Tax / lock tooling (backend): read-only SQL helpers to trace ERP↔QBO tax chains and reproduce conversion lock contention on staging without Fishbowl, plus a collation-safe lock repro path used while diagnosing those issues.

Orders — Email Buyer 2 persists: saving Email Buyer 2 on an order now sticks after reload, and the address appears in the email modal To/CC picker alongside Email Buyer 1 (C3-3897). Root cause: order GraphQL queries never requested the field after codegen went stale.

RMAs — save fixed: editing an RMA no longer fails with a generic update error. Root cause: Credit Memo “Convert” work added PARId to the RMA load query but left it in the update payload; GraphQL’s RMAUpdateInput only accepts the PAR relation, not scalar PARId. PARs were unaffected. The field is still loaded for Convert to Credit Memo.

UI copy: entity edit failure snackbars that said “Form updation unsuccessful” (or Credit Memo’s “Form update unsuccessful” fallback) now say “Form update failed.”

Customers → QuickBooks (backend): ERP→QBO customer sync now sets the QBO primary email to Accounting Email 1 and Accounting Email 2 as a comma-separated list when both are present (deduped; QBO 100-character cap). If neither accounting email is set, contact email fallbacks are unchanged.

Smart rule — c3 Free Canada program: posting a Sales Order shipping to Canada with a subtotal over $1,500 now shows a warning — “Value is over $1500. Does this qualify for the c3 Free Canada Program?” — so the team reviews eligibility before posting (C3-5054).

Credit memos — type defaults to CM: new credit memos always start as type CM; the other types (RET, REB, Other) stay visible but are disabled — they exist for historic data only.

PARs & RMAs — Convert to Credit Memo: new button on the PAR and RMA forms pre-populates a new credit memo with the Customer and Contact info (which in turn fills Segment, Territory, and Sales Rep), links the PAR/RMA, and adds its Original/Replacement Sales Orders to the Doc No list. Products still need to be entered manually.

Credit memos — one way to link PARs & RMAs: the read-only “Linked PAR” / “Linked RMA” fields are gone; the multi-entry PAR and RMA lists are now the single way to link records (a credit memo can have more than one of each). PO-number-based auto-linking from QuickBooks now adds to these lists and never removes links you added.

Credit memos — smarter form layout: the PAR and RMA lists now sit directly under Calculated total with the Doc No (orders) list right below them, matching how memos are actually entered. Adding a PAR or RMA auto-fills the Doc No list with its Original and Replacement Sales Orders.

Credit memos — form polish: Doc No and Log No fields removed from the form (the header already shows CM-###; numbers are auto-assigned). Adding a PAR/RMA no longer clears that PAR/RMA when Orders auto-fill. Convert to Credit Memo now populates Order Transaction Date as well as Doc No.

Credit memos — QuickBooks errors stay visible: if a push to QuickBooks fails, or a QBO-synced memo is missing its customer / drops unmapped item lines, a sticky on-page alert shows the full error with a Copy for ticket button (it does not auto-fade). Duplicate no longer carries over source line IDs.

Credit memos — Learn about Credit Memos: on the Credit Memos list, a small link to the left of Customize Headers opens a dismissable guide covering create/post, Convert from PAR/RMA, Duplicate, QuickBooks sync both ways, Open/Closed, linking, and what to do when sync errors appear.

Learn about… on every left-nav list: the same dismissable how-to pattern now covers all ERP and Admin list pages (Orders, Customers, Contacts, Items, Web Users, PARs, RMAs, Credit Memos, MOSR, AR Terms, Sales Reps, Customer Types, Price Lists / Entries, Shipping Methods, Tax Groups, Territories, GL Accounts, Tracking Numbers). Guides live in-app next to Customize Headers and are mirrored in the oms Knowledge Base (KB-100…KB-119).

Customer market vertical: new picklist value Snow Removal & Management Equipment for customer marketing vertical (C3-5017).

Web orders / global tariff: web orders now default to exempt from global tariff on create and update, matching business policy for all web-channel orders (C3-5007).

Web orders / sales tax: AvaTax calculation uses the order transaction date and taxable lines only; pending web orders keep live-calculated tax when you save instead of drifting on post (C3-5042).

Orders — buyer emails: second buyer email field (Email Buyer 2) on the order form; Sales Order PDF and email modal include both addresses when set (C3-3897).

Stability — spinners & empty searches: hangs that showed an endless spinner or returned empty search results have been resolved with the latest Kubernetes platform patching across OMS (C3-4726).

Order action bar — fewer mis-clicks: the Copy to button has moved to the right of the action bar, well away from Convert to, and is now a distinct color so the two are no longer easily confused (C3-4726).

Orders & credit memos — clearer Post vs Draft: when Draft is available it stays on the left in the normal blue and Post sits immediately to its right in a lighter blue so the two actions are easy to tell apart; when only Post is available it is the leftmost button in the normal blue (C3-4726).

Number inputs: quantity and other numeric fields no longer change when you scroll the mouse wheel while the field is focused—reducing accidental misentries on order lines, shortage entry, table filters, and similar screens (C3-4938).

Credit Memos (list): default columns updated: Doc No first, then Log No, Customer ID, Customer Name, Status, Transaction Date, QBO Total and QBO Balance (shown as money), then Created By and Created At. Extra columns stay available from the column picker. Please open a ticket if you would like to change the default columns.

Credit Memos (list): the Updated By column is now loaded with the list query, so it can show who last changed a CreditMemo.

Credit Memo (create): sends you to the new CreditMemo's view once after a successful save.

Form headers for Contact, Item, and Web User again show a sensible title (name, id + name, or email) for the bar and copy-to-clipboard.

Credit Memo (form): the screen now surfaces the main document and audit fields: Doc No (locks after the server assigns one), Log No (ID), Transaction Date (defaults to today on new memos), Calculated total (from lines), Disable QBO sync, plus read-only Updated At / Updated By and system readouts for draft, soft deleted, and CM contact address validated at when present.

Credit Memo (primary panel): the expandable primary panel now includes the same class of fields—e.g. transaction date, draft/soft-delete flags, QBO disable sync, contact-address validation time—alongside the existing QBO and audit summary so nothing important hides only in the API.

Contact address validation (Avatax): if validation fails (including addresses that look fine on Google Maps but are not accepted by Avatax), a checkbox appears so you can allow save without a passing validation. Use it only when you are sure the address is correct.

• Save stays disabled until you fix the address, get a successful validation, or check the bypass box—so the button lines up with whether the form will actually submit.

Fixed Contact address validation (Avatax) bug

• Nerds: Resolved TypeError: …some is not a function and related failures when validation ran but the API returned a single messages or suggestedAddresses object instead of an array.
• Nerds: Both values are normalized to arrays before running .some / .map, so one-off object shapes from the API no longer break the form.

“Show 0 Qty Items” (Orders): the checkbox now defaults to on for all document types (no longer Shipper-only by default).

• When the box is unchecked, only rows with a real numeric qty of 0 are hidden.
• Clearing the qty field (e.g. backspace) no longer hides the row while you edit — empty / non-numeric values are treated as “still editing,” not zero.

The top bar search now looks across Orders, Customers, and Items in one flow—not orders only—so you can open the right record faster.

• Service Desk: C3-4845
• Examples of the search UI in different states are below.

GPR smart rule (Sales Order / Sales Quote): temporarily disabled—the confirmation that warned when a line included a product whose name starts with GPR no longer appears. It may be turned back on later.

• Service Desk: C3-4669

Orders — order lines: added PO Line # on the line grid and in line edit (Order Form), plus a Show PO Line # control so teams can surface or hide that column as needed. Certain customers can default the column on via configuration.

• Service Desk: C3-4485

Orders — email (Order Form): for 11A – Backorder Notification and 11B – Backorder Item Improvement, the customer’s assigned Cust Rep email is now added to Cc automatically when you pick that template (so reps stay in the loop without an extra click).

• Service Desk: C3-996

Orders — order line (i) modal: the line info dialog now includes Qualifies for Free Shipping? plus item-level Exempt from China Tariff and Exempt from Global Tariff readouts (with existing line/part fields, PO Line # when present, memo, and pricing blocks) so what you see on the grid lines up with the detail sheet.

• Service Desk: C3-4209

Sales rep callout (top right): the template now shows “Your Sales Rep Is: Name (Email)” instead of “Issued By” in that corner.

• Clearer for customers: they see who their rep is, with contact info in one line.

“Issued By” has been moved to the footer of the PDF.

• Internal / operational context stays available, just not in the header.

Cust Rep “TBD”: if the customer’s assigned rep is TBD, the PDF uses a fallback name and email so the document still shows a valid contact.

• Fallback is the shared group sales-rep@c3controls.com (Marc & Memo).

Global Tariff calculation is back to order subtotal, not per-unit.

• Same idea as when Global Tariff first launched: one amount tied to the whole order subtotal.
• It no longer calculates line-by-line at the unit level.

New checkbox under subtotals: “Override Global Tariff Amount.”

• When checked, you enter a manual Global Tariff amount instead of the default calculation.
• Lets CF fix an SO that doesn’t match the customer’s PO without fighting the automatic math.
• Tip: to change the override value, uncheck the box, then check it again to re-enter the amount.

Insert row: small blue + icon to the left of the trash on each order line.

• Adds an empty order line directly below that row—no more adding at the bottom and dragging up.

Delete confirmation: trash on an order line now asks you to confirm before removing the line.

• The new + made accidental deletes easier; this is a deliberate safeguard.

Import Items via CSV appears below the order lines.

• Geared toward faster Sales Quote entry.
• Only a specific CSV layout is supported for now; step-by-step instructions will follow.

+ Add New in the top bar.

• Start a new Order, Customer, Item, PAR, or RMA without opening the list page first.
• For Order, a popup asks for transaction type (Sales Quote, Sales Order, etc.).
• Fewer clicks and fewer list queries—faster for you, lighter on the database.

Search Order field in the top bar.

• Same quick order search you’re used to on the order screen—now everywhere.
• Jump to an order without visiting the Orders list first; again, fewer clicks and queries.