April 23, 2026 release notes

Tickets

1. KOD-12453: Kodaris - Implement Recommended Products
   • Tests
   • Case 1
     • List products normally.
     • Search products
     • Get product by ID.
     • Make sure the above three items all work as before for products, orders, orderitems, categories, and skus.
   • Case 2
     • Run a monthly interval job, It should work as before.
2. KOD-18200: Operations Maintenance
3. 21305: Using the Cash Quote Data Grid
4. 37805: Configure - View and Calculate Totals on Items Screen
5. 37806: Configure - Pay an Order with a Saved Card
6. KOD-28549: Microsoft Outlook Integration - Tracking
7. 43196: Configure - Restrict Employees to Their Assigned Tickets
8. KOD-29351: Email order automation issue
9. KOD-29522: Set Taken By on Quotes
   • Tests
   • Case 1: Quote Creation and Processing
     • Access Quote Requests screen in the Operations Portal.
     • Start Quote and select Cash Quote type.
     • Add pricing, update product names, assign costs/margins.
     • Calculate totals and set status to "Quote Pending".
     • Expected Result: Quote successfully created with "Quote Pending" status.
   • Case 2: Push Quote to ERP
     • Use the "Save to ERP" button.
     • Verify system calls the saveToErp endpoint.
     • Confirm interceptor handles data transmission to CSD.
     • Expected Result: Quote data successfully transmitted to CSD ERP system.
   • Case 3: Creator Tracking Integration
     • Send takenBy field with employee external ID.
     • Verify creator information is properly tracked in ERP.
     • Expected Result: Creator information successfully transmitted to ERP for vendor contact purposes.
10. KOD-29580: Delete function for Shared Drive screen
11. KOD-30007: Product Description Updates
12. KOD-30335: AP Automation - Add ability to convert a line item to a charge on a vendor invoice
13. KOD-30371: Tax Exempt Customers - Avalara Integration - Fully Tax-Exempt vs Mixed Customers
    • Regression Tests
    • Case 1
      • Verify taxes working as expected, checkout flow should be fine.
14. KOD-30375: Cart Upload Not Displaying Warehouse Quantity
15. 56251: Punchout Shipto Mapping Error
16. KOD-30557: Add "Taken By" Field & Contact Name to Invoice Format
17. KOD-30595: UX for Discount by Item flow
    • Tests
    • Case 1: Verify CategoryCode in Discounts
      • Open the Operations Portal → Discounts.
      • Create or update a discount.
      • Add a new discount or edit an existing one.
      • Set categoryCode for the discount.
      • Prepare category (if needed).
      • If the required category does not exist:
      • Create it in Categories.
      • Assign any product to this category.
      • Verify on the Commerce site.
      • Open the Commerce website.
      • Open DevTools → Console/Network.
      • Check pricing response.
      • Verify discount data.
      • Ensure discounts include the created discount with the correct categoryCode.
      • Verify the discount is applied to the corresponding category.
    • Case 2: Labels appear when the setting is enabled and the product has a discount.
      • Open the operations portal and navigate to Settings. Enable showDiscountLabels by setting it to 1.
      • Configure at least one discount rule for a product.
      • Open the website, log in and check that the discount label appears on the:
      • The product list page (grid, list and table views).
      • Product detail pages
      • Cart page (/spcu/cart).
      • Expected: A styled discount label appears under the price in all views.
    • Case 3: No labels appear when the setting is disabled.
      • Open the operations portal and disable 'Show Discount Labels'.
      • Open the website, log in and check the product list (all views), the product detail page and the cart.
      • Expected outcome: No discount labels should appear anywhere.
    • Case 4: Mixed — only items with discounts get labels
      • Ensure showDiscountLabels is enabled (1).
      • Browse a product list containing both a discounted and a non-discounted product; open each product's detail page; add both to the cart and navigate to /spcu/cart.
      • Expected: Discount label appears only for the product that has a discount configured, across all views and in the cart.
18. KOD-30603: CloudLeap Integration Configuration
19. KOD-30605: Infor CSD - Gift card updates
20. KOD-30612: Replacement Cost on Purchase Order
21. KOD-30632: Kodaris - Save CSD response when pushing records to the ERP (company, shipto, etc)
    • Regression Tests
    • Case 1: Push Company to CSD
      • Go to the Operations Portal, find any test company.
      • Navigate to the Company detail page.
      • Click the "Save to ERP" button.
      • Whether it succeeds or fails, check System Events.
      • Verify a new event with code CSD_API_response_addCompanyToErp or CSD_API_response_editCompanyToErp was created.
      • Open the event — verify it contains both requestBody and response (or error details) in the payload.
      • Expected : System Event created with both request and response. Existing company sync behavior unchanged.
    • Case 2: Push CompanyAddress (ShipTo) to CSD
      • Go to the Operations Portal, find a test company with an existing company address.
      • Navigate to the Company Address detail page.
      • Click the "Add to ERP" button.
      • Check System Events — verify a new event with code CSD_API_response_addCompanyAddressToErp (or CSD_API_response_updateCompanyAddressInErp ) was created.
      • Open the event — verify it contains both requestBody and response in the payload.
      • Expected : System Event created with both request and response. Existing shipto sync behavior unchanged.
    • Case 3: Push Product to CSD
      • Go to the Operations Portal, find an existing product.
      • Trigger "Add to ERP" for the product.
      • Check System Events — verify a new event with code CSD_API_response_addProductToErp (or CSD_API_response_updateProductToErp ) was created.
      • Open the event — verify it contains both requestBody and response.
      • Expected : System Event created with both request and response. Even if the ERP call fails, both request and error response should be saved in the event.
22. KOD-30667: Order Guide Error
    • Regression Tests
    • Case 1
      • Go to the customer portal. Open test catalog category page.
      • Check that page with the “Grid” view renders properly, there’s no broken UI. Try to check how responsive works by changing screen size.
      • Make the same check with list and table views.
    • Case 2
      • Drag a product tile/row by grabbing it outside the order input.
      • Drop it in a new position.
      • Verify: the product is reordered on the server, the order inputs update to reflect the new positions after the drop.
      • Repeat it in the list view.
      • Check that the position of the products changed by reloading the page.
    • Case 3
      • On a catalog page where the user can remove products, click the remove (×) button on a product.
      • Verify: the product is removed from the DOM in all view formats.
      • Verify no JS errors in the console.
    • Tests
    • Case 1
      • On the test company catalog category page check in grid view that order inputs render properly.
      • Verify that inputs render properly for each view.
    • Case 2
      • Open the operations portal in the new tab. Go to CRM → Companies → Open the company which catalog you’re using for test → open catalog tab and select the test catalog.
      • By comparing order inputs on the customer portal and on the operations portal check that the data in the inputs is populated correctly.
      • Do the same across all views.
    • Case 3
      • In grid view, note the order values of all visible products (e.g., products at positions 1, 2, 3, 4, 5)
      • Pick the product at position 3.
      • Change its order input to the value currently held by position 1 (or lower).
      • Tab out of the input (triggers change event).
      • Check that the order of products changed. Try to reload the page and see that the order is saved after page reload.
      • Repeat by moving a product down and do the same check.
    • Case 4
      • Navigate to page 1 of a multi-page catalog category.
      • Select a test product and set a product's order to a value lower than any product on the page (e.g., 0 or -5).
      • Check that items order changed properly without page reloading.
      • Navigate to the last page
      • Set a product's order to a value higher than any product on the page (e.g., 9999)
      • Check that items order changed properly without page reloading.
    • Case 5
      • Navigate to page 2 (a non-boundary page) of a multi-page catalog.
      • Note the min and max order values on this page.
      • Set a product's order to a value below the min (should place it on page 1)
      • Expected that the page will be reloaded to show the new right order, since one of the products moved to the different page, and the new product should be placed in its place. Check that this behavior works right.
      • Go to the first page and try to do the same flow but, set the product’s order value above the maximum value . Check that page reloaded, the new product appeared on the first page instead of the old one. Go to the second page and check that the product that you wanted to move to the second page, appeared there.
    • Case 6
      • Select a product for test and try to remove the order number from the input and save empty input or just place the “e” character which is a exponent.
      • See that the value of order restored and no changes applied.
    • Case 7
      • In the grid view, click directly on an order input.
      • Type a value, select text inside it.
      • Attempt to drag starting from inside the order input. Check that drag isn’t starting.
      • Drag a tile by grabbing an area outside the order input. See that drag drop works normally.
    • Case 8
      • Try to drag drop a product to a new position. See that values in the order inputs changed according to drag drop order changing.
    • Case 9
      • Go to the regular, non-company catalog category page.
      • Check that for Grid view there are no order inputs.
      • Try to switch views to check that in other views we don’t have order input as well.
    • Case 10
      • Go to a catalog category page with a single page.
      • Try to change order of product by input values that are out of min and max current values on the page.
      • Check that order changes correctly, without page reloading.
23. KOD-30694: Port feature to kodarisdemo-web: sorting configurator options, and resolve the selector issue
    • Regression Tests
    • Case 1
      • Open the commerce site.
      • Open a product page: everything should work as expected.
    • Tests
    • Case 1
      • Open the commerce site.
      • Open a product page that has at least 2 filters.
      • Log in the Operations Portal, and open PIM → Filter Categories page .
      • Find those filters in the grid searching by Name .
      • Change filter categories “position” property in the grid to make a new order for filters.
    • • Back to the commerce site product page, and reload it:
      • It should display the filter selectors sorted according to the new order.
      • If the “position” values for the filter categories are equal, these filter selectors should be sorted alphabetically.
    • Case 2
      • Open the commerce site.
      • Open a product page that has at least one filter.
      • Copy this filter name.
      • Log in the Operations Portal, and open PIM → Filter Categories page.
      • Find that filter in the grid searching by Name , and click to open its Details page.
      • Click the Attributes tab.
      • In the Attributes list on the left, click “Edit” (pencil icon) for editing an attribute: it will open an “Edit Attribute” modal form.
      • Change the “Order” value, and click “Save”.
      • Repeat these steps to edit the “Order” value for each of the other attributes
      • Back to the commerce site product page, and reload it.
      • Click the selector for the changed filter:
      • It should display the attribute options sorted according to the new order.
      • If the “order” values for the attributes are equal, these attribute options should be sorted alphabetically.
24. KOD-30703: Kodaris - Quote/Lead/Order Custom Fields Follow-up - Ability to Update on Grids
25. KOD-30758: Company catalog product add search box unusable with product codes with dashes
26. KOD-30773: Parser fix
27. KOD-30794: Update wording in email templates
28. KOD-30809: Payment Methods
29. KOD-30812: Configure Pricing
    • Regression Tests
    • Case 1
      • Open the commerce site and log in as a customer.
      • If a product has a price, clicking the Add to Cart button should work in:
      • PDP
      • PLP:
        • List
        • Grid
        • Catalog
    • Case 2
      • Open the commerce site and log in as a customer.
      • Verify the Quick Order forms in:
      • Popup
      • Page
      • Select products with price.
      • Click Add to Cart:
      • The products should be added to cart.
    • Tests
    • Case 1
      • Open the commerce site and log in as a customer.
      • If a product price shows Call for Pricing, the Add to Cart button should be disabled in:
      • PDP
      • PLP:
        • List
        • Grid
        • Catalog
      • Log out and verify as a visitant (anonymous) user as well.
    • Case 2
      • Open the commerce site and log in as a customer.
      • Verify the Quick Order forms in:
      • Popup
      • Page
      • Select only products without price (that shows Call for Pricing).
      • Click Add to Cart:
      • No products should be added to cart.
      • An alert message should be displayed.
      • Now, select both products without price and products with price.
      • Click Add to Cart:
      • No products should be added to cart.
      • An alert message should be displayed, with a button "Add Remaining Items“.
      • Click the “Add Remaining Items” button:
      • The alert message should be hidden.
      • The browser should be redirected to the Cart page.
      • Only products with price should be added to cart.
      • Products without price should not be added to cart.
30. KOD-30816: Implementation - Shipping Methods / Shipvias
    • Regression Tests
    • Case 1
      • On checkout, make sure the shipping options still load and you can select them.
    • Tests
    • Case 1
      • On checkout, you should now see Customer Pick Up as a shipping option.
      • If you select it, you will now see a dropdown to select a warehouse of where to pick up the order → if you click on one of the warehouses, it will update the order with that warehouse.
      • If you select a different delivery option, that dropdown should no longer be there.
      • Select customer pick up again and a warehouse and finish checkout.
      • Once completed, you can go to the operations portal to find that order and notice that the order should have customer pick up as the delivery option as well as the warehouse you selected.
31. KOD-30830: Formatting Issue when exporting reports with multi-select fields
32. KOD-30857: Two different results from a search
33. KOD-30864: Product Category Assignment filtering
    • Regression Tests
    • Case 1: Category dropdown filtering still works for real categories
      • Navigate to Products > Category Assignment tab.
      • Open the Category filter and select a specific real category.
      • Clear the selection.
      • Expected Result:
      • Selecting a category filters the grid to products in that category.
      • Clearing restores the full product list.
    • Tests
    • Case 1: "No Categories" option appears in the Category filter dropdown
      • Navigate to Products > Category Assignment tab.
      • Open the Category filter dropdown.
      • Expected Result:
      • "No Category Assigned" with “None” is shown as the first option in the dropdown.
      • Real categories returned by the backend are listed below it.
      • Type a few characters that match one or more real categories.
      • Expected Result:
      • The dropdown continues to show "No Category Assigned" at the top.
      • Matching real categories appear below it.
    • Case 2: Selecting "No Category Assigned" filters the grid
      • Navigate to Products > Category Assignment tab.
      • Open the Category filter dropdown.
      • Click "No Category Assigned".
      • Expected Result:
      • The Category filter input displays the text "None".
      • The grid refreshes and shows only products that have no category assigned.
34. KOD-30863: Filter Categories and Product Organization
35. KOD-30902: Add export for Company Groups / Assigned Companies
    • Regression Tests
    • Case 1
      • Login to the operations portal.
      • Navigate to the Company Groups screen.
      • Choose any available category.
      • Navigate to Assigned Companies tab.
      • Verify that grid still loads fine.
    • Tests
    • Case 1
      • Login to the operations portal.
      • Navigate to the Company Groups screen.
      • Choose any available category.
      • Navigate to Assigned Companies tab.
      • Open dev inspector → Network.
      • Click on File → Export → Save.
      • Verify that we are using api/system/customerGroup/id/company/export endpoint.
36. KOD-30890: Featured Products
    • Tests
    • Case 1: Cell border and link
      • Open a page with a CM: Grid block, select a cell.
      • Open Specific Border Width, unlink sides, set top to 2px, leave others at 0.
      • In the Border section set color and style solid.
      • Open Link panel, enter a URL in Link Href.
      • Save and preview.
      • Expected: Only top border visible on the cell; clicking the cell navigates to the URL.
      • Back in the editor, clear the Link Href, save and preview.
      • Expected: Cell is no longer clickable; border remains.
37. 59463: Update Return Policy Messaging in Customer Portal (Orders) & Order Confirmation Screen
38. KOD-30912: Update email templates
39. KOD-30913: Update Get Selected Warehouse functionality
    • Regression Tests
    • Case 1
      • Make any manipulation with selected store:
      • Select for a session.
      • Select as a default.
      • Reload page after selection of any.
      • Re-login after selection of default.
      • Select the default warehouse in the customer portal and ensure it is selected for your customer on the Web portal.
40. 59759: Display Superseded/Inactive messaging shown based on overall stock availability across warehouses
41. KOD-30914: Kodaris - B2C Address Management on Customer Portal
    • Tests
    • Case 1
      • Verify that the "Addresses" menu item appears in the navigation menu under the "My Account" section.
      • Verify that the grid displays the following columns: Street Address, City, State, Postal Code, Billing, Active.
      • Verify that the "Add Address" button creates a new address and redirects to the edit page.
      • Verify that the Address Detail page opens successfully.
      • Verify that the Actions dropdown contains the "Delete" button.
      • Verify that clicking Delete shows a confirmation dialog with the address text.
      • Verify that after confirming deletion, the address is removed and the user is redirected to the addresses list.
42. 59892: Configure - Customize "Priority" dropdown
43. 59950: Kodaris - Update the button component
44. 59956: Configure - Auto-Assign Employees to Company Addresses (shiptos)
45. 59981: Set Customer Product Code on Order Items
46. 60120: Pricing Issue On Store Customer
47. 60143: Default Shipping Option for Internal Cash Quotes/Orders - Engineering
48. KOD-30886: Kodaris - Surface error message for expired password
    • Regression Tests
    • Case 1
      • Go to the commerce.
      • Try to login in a customer account with a correct password.
      • Expected:
      • You should be able to login successfully.
    • Case 2
      • Go to the commerce.
      • Try to login in a customer account with an incorrect password.
      • Expected:
      • You should not be able to login and should see the “Login failed” message.
    • Case 4
    • • Go to the operations portal.
      • Try to login in an employee account with a correct password.
      • Expected:
      • You should be able to login successfully.
    • Case 5
      • Go to the operations portal.
      • Try to login in an employee account with an incorrect password.
      • Expected:
      • You should not be able to login and should see the "Login failed. Please try again." message.
    • Tests
    • Case 1
      • Ensure that you have done the steps to create a customer with an expired password described on regression test case 3.
      • Try to login with your correct password in the account with an expired password.
      • Expected:
      • You should not be able to login. You should see the message:
      • Your password has expired. Please reset your password to continue.
    • Case 2
      • Ensure that you have done the steps to create an employee with an expired password described on regression test case 6.
      • Open DevTools.
      • Go to the operations portal.
      • Try to login with your correct password in the account with an expired password.
      • You should not be able to login. The UI is not changing according to the errors, so you need to monitor the response. You should see the message on the errors of the response: "Your password has expired. Please reset your password to continue.
49. 60279: Hide MLF/MSF Price on Website
50. 60324: Customer Account Activation - Pricing Issue
51. 60362: Possible sync error- Check Syncs
52. 60374: Payment Portal Login Issue
53. 60497: Configure - Customize "Lead Status" Dropdown
54. 60498: Configure - Customize Opportunities "Lost Reason" dropdown
55. 60499: Configure - Customize Opportunities "Lost To" Dropdown
56. 60500: Configure - Customize Job Importance dropdown
57. 60501: Configure - Customize "Source" Selection on Opportunities
58. 60502: Configure - Customize Opportunity Type dropdown
59. 60512: Image Ordering Issues for Configurator Products
60. 60592: Operations Portal - Self Service Customer Pickups
61. 60774: Kodaris - Ticket Custom Fields - fix
62. KOD-30923: UX - Add Price Book Email to Customer Group Companies
    • Regression Tests
    • Case 1
      • Navigate to Company Groups and open a company group with assigned companies.
      • Click the Assigned Companies tab.
      • Add a new company to the group using the assign company functionality.
      • Verify the newly added company appears in the grid.
      • Select a company row using the checkbox.
      • Delete the selected company from the group.
      • Verify the company is removed from the grid and remaining data is unaffected.
    • Tests
    • Case 1
      • Navigate to Company Groups and open an existing company group that has assigned companies.
      • Click the Assigned Companies tab.
      • Verify a Price Book Email column is visible in the grid by default.
      • Click on a cell in the Price Book Email column for any company row.
      • Enter a single email address (e.g. test@example.com ) and blur the field.
      • Verify the value is saved and persists after refreshing the page.
      • Edit the same cell and enter comma-separated emails (e.g. user1@example.com, user2@example.com ) and blur the field.
      • Verify the comma-separated value is saved and displayed correctly after refreshing the page.
63. 60978: Self Service Customer Pickups - UX to turn on and off
64. 60981: Sticky Filter on Opportunities > Data View Disappearing
65. 60984: Catalog enhancement - mimic export file - grouping update
66. 61013: Data Missing for Reporting - Engineering
67. 61051: Kodaris - Custom Fields fix in Products, Companies
68. 61111: Cash Quotes Outside Rep Update
69. 61162: Engineering - Register/Signup Page Modification
70. 61176: Include priceBookEmail in Customer Group Company listV2 endpoint
71. 61218: Surface fields to invoice item grid
72. 61224: Configure - Restrict Employees to Their Assigned Companies
73. 61321: Handle partially approved transactions
74. 61420: Payment Section in Company - Engineering
75. 61568: Kodaris - Add timer / favorites / adjusted @mentions / fixed time-report page to the services app
76. 61569: Cash Quotes Dashboard - Engineering
77. 61579: Credit App - Enable production deployment - Engineering
78. KOD-30924: Kodaris - Add "Allow Multiple" option to Custom Fields configuration page
    • Regression Tests
    • Case 1
      • Verify that creating/editing a custom field works correctly.
    • Tests
    • Case 1
      • Verify that selecting fieldType = Dropdown shows the "Allow Multiple" toggle.
      • Verify that the "Allow Multiple" value is saved when creating a new dropdown field.
      • Verify that the "Allow Multiple" value is loaded when editing an existing dropdown field.
      • Verify that after enabling "Allow Multiple" and clicking Save, the corresponding field on the Company Custom Fields page allows selecting multiple values.
79. KOD-30925: Kodaris - Add "Remember Me" checkbox to kodaris.com sign-in page
    • Regression Tests
    • Case 1
      • Make sure the Sign In page (spcu/login) looks and works correctly.
    • Tests
    • Case 1
      • Make sure the “Remember me” checkbox appears on the Sign In page.