Order search in Engage and Move has been improved. Typing an order number now reliably brings that order to the top of the list, results are sorted so the most relevant orders come first, and each result shows the order status and delivery date.
We have added a new feature to the existing resource selector in Engage.
You can now mark resources as favorites by clicking the star icon.
You can now open Workspace directly from Engage Operations. The new Workspace tab sits next to All and My Active, making it easier to move between active operations and resource-specific views without leaving Engage.
Admins can now manage Engage links from the new Link manager in Settings.
With Link manager, you can:
Use the new link dialog to quickly create and configure a link.
If you want to use placeholders in a link, click "Show placeholders" to see the supported options for the selected link type.
We have now launched the Resource Current State widget and added improvements to the existing Engage Order widget.
You can now select multiple operations at once in the My Active list! This makes it easier and faster to manage several tasks in one go. Use the "Select all" option to quickly select the first 30 items in your list and take action on them together.
We are happy to introduce a new type of booking for our Move and Engage users: Material Booking! Now you can make a Move booking for material lines in Engage from the Materials and Consume Materials dialogs.
Material lines with available quantity are now selectable and can be booked by using the booking button in the top corner.
Output in Move
Material bookings are marked with an M throughout Move. The part information and quantity follows the material line and not the production order. A new table containing material bookings is added for related production orders in tracking.
Output in Driver.
Output in Tracking
Material lines with bookings in status complete, pending, or in progress get a booking status marker. Hovering over this will give more information about the booking.
Example shows material lines with active bookings in status Pending.
We’ve enhanced the material list in our UI to provide even greater clarity and traceability. Previously, material lines with consumption from multiple locations were grouped together, making it harder to see exactly where materials were used. With our latest update, these lines are now split by location, so each entry clearly shows how much was consumed and from where.
A list of locations with available stock can be viewed in the expandable detail panel. If there has been consumption, the consumed location is marked with a green indicator.
You can now find the planner responsible for the material line, with a link to Teams and Email, by clicking the user icon.
After many customer requests, we’re excited to introduce Order notes, a simple way to keep track of important information directly on your orders!
A long-awaited update: You can now find Completed orders in Engage for 6 months after completion!
After 6 months, any orders older than that will only be available in D365, where they are listed as Ended.
Orders with status "Completed" stay visible in Engage for 6 months.
All existing orders in Engage have been updated, so this rule applies to both previous and new orders, starting today.
The date we rely on is called Delivery date in D365.
If you have any questions or need help, reach out. We’re happy to help!