TRANXACT.AI 帮助

Fixed on 19 October 2026

Sales order lines from an Excel template; configured lines in MRP and the bill as a tree; number ranges for every record; Ask that never changes anything without Confirm; fund accounting’s budget transfers and grant claims; integrations hardened; receiving only for receivers; and Agentic AI switches, ceilings and run counts.

Release 20261019 added or changed the following.

Sales and manufacturing

  • Download template and Upload lines from file on a draft sales order: a sheet per configurable item, a column per question with dropdowns, a preview with every row’s reasons and a 360° view (Configuration, the Bill of material tree by level, Cost), Append to the lines or Replace the lines, nothing saved until the order is. See Sales order lines from an Excel template: Download template and Upload lines from file.
  • Run MRP plans a configured line from its own configuration at every level with the product’s routing, and firming resolves it and raises production orders made to it; the bill as a tree of levels on the line’s 360° view and in the configurator; option() and list_price() in rules; New bill of material with its components, and the Manufacturing Planner may add and change bills. See Configured products in MRP, the bill of material as a tree, option() and list_price(), and New bill of material.

平台

  • Number ranges for every master and transaction record, grouped by module, System generated / Manually entered / Either, and no Next number at or below one already used. See Number ranges for every master and transaction record.
  • Request bins and tunnels refused with an administrator exception, webhooks never sent unsigned, Set credential by authentication type with Test, Microsoft Teams / Graph, pipeline activation rules, the API Call Log by Source IP and unauthenticated calls blocked and reported. See Integrations: request bins refused, webhooks always signed, Set credential and Test, Microsoft Teams / Graph, pipeline rules and the API Call Log by Source IP.
  • Webhook Deliveries: Redeliver on a failed or abandoned delivery; a receiver that answers with a web page is flagged and counted as Web-page answers on Webhooks; a Production connection cannot point at a reserved example address.
  • A range of Manually entered codes keeps the code a required field: Save, Copy and an import preview say “<Code> is required”. The payment engine range is given to companies in India only.

每个屏幕

  • A line grid column that picks a record from a long list — an item on a sales order line, a component on New bill of material and the like — is a type-to-search picker: it filters what it holds and, past the first 200, searches the server. A list of eight or fewer stays a dropdown.
  • Run MRP keeps the levels after firming: what a firm production order draws sits one level below it.

安全

  • Opening a record by its id is always limited to your own company. A comment in the query behind the Agent Runs list was read as part of its filter, so opening one agent run by its id could show another company’s run; comments and quoted text are no longer read as a filter, and every list in the product was checked for the same fault.

Finance and fund accounting

  • Bills against a purchase order carry its cost center and fund; Utility Settings account changes and Move balances to new accounts; the cash position from the ledger; a Fund filter on statements; Budget Transfers and Grant Claims; positions open, partly filled or filled; maintenance labor absorbed. See Fund accounting: PO bills in their funds, Utilities accounts that move, cash position, statements by fund, Budget Transfers and Grant Claims.

购买

  • Receive only for receivers and only after approval, the Approval column, receiving limited to your organizational units, EDI holding back unapproved orders, and the Asset class picker on Fixed Assets. See Receiving a purchase order: only receivers, only after approval, only in your organizational units; and the Asset class picker.

Ask and Agentic AI

  • Ask: Confirm enforced by the server, dates in your format, people named by name or e-mail, and the Assigned to me tile that agrees with its list. See Ask: nothing changes without Confirm, dates your way, people by name, and Assigned to me.
  • Agents: Switch off / Switch on, cost ceilings in the company currency (per run no more than per day), the model it will use when none is set, Tool calls and Calls succeeded, Code fixed after creation, Name in local language. See Agentic AI: Switch on and off, cost ceilings, the model it will use, tool calls, a fixed code and a local name.
  • Agent runs no longer fail on a long tool result, and a failing run says why in its Summary and a numbered incident.
  • Incidents from a failed model call name the real cause (a refused tool call, a rejected key, a rate limit, a model not found) with a fitting severity, and an incident with no person names its run and agent.
  • Agent Runs shows Agent version and Workflow version, with buttons to open them.
  • A run’s Summary keeps its lines, tables and formatting.
  • The Evaluation form has Graded by agent (since 21 October asked only when Graded by is Another agent); a 360° card’s + Add opens “New <record>” with the link already filled; lists opened from an agent’s 360° cards name it as “<name> (<AGT-…>)” and say “1 record” / “9 records”.
  • The 360° view refreshes after an action on the record page.
  • Edit on an agent whose engine is no longer offered says to choose another engine or leave Engine empty for the company default.
  • Change autonomy opens on the agent’s current level (Now: <level>) and says whether a choice raises it (a reason is required) or lowers it.
  • Agents no longer call a valid e-mail invalid for its domain, nor a manager outside what they read “not found”.