Fix Number: 009916
Issue Date: 23 September 2026
Supporting functionality for EVO functionality has been added in this Maintenance Update, including several new rest APIs. More details will be shown in the user conferences and shared on Intercom afterwards.
In this Maintenance Update: 🔴 3 red | 🟡 10 amber | 🟢 19 green
🔴 SC Freeze/Unfreeze Payment Batch (Defect 2533602)
Where subcontractor payments were split into a separate check for each job, unfreezing a payment batch could change the batch total and leave a payment without check details, so that the certificate could no longer be paid and a data fix was needed to clear it. Unfreezing a payment batch now restores all of the payments and recalculates the batch total correctly.
Fix: 009781 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🔴 SE Service Orders For Scheduling (Enhancement 2687034)
Drag & drop from the Service Orders For Scheduling screens was failing after the latest Windows/Edge/Chrome update. This has been fixed.
Fix: 009892 | Module: Service Management (SE) | Region: All
🔴 PR Certified WH-347 Report (Enhancement 2273210)
A new version of the Combined Certified WH-347 Report and Compliance Statement has been created.
Fix: 009909 | Module: Human Capital Management (HR, PR, EX) | Region: USA
🟡 SV Import Change Request Details (Defect 2424608)
When importing an initial SOV, errors would appear during Revenue Analysis. This has now been fixed.
Fix: 009751 | Module: Job Management | Region: All
🟡 AP Workflow (Defect 2524185)
Invoices were not moving to a draft batch after being launched into workflow. Workflow batch movement has now been updated to use an isolated service, preventing the previous invoice or note-processing state from affecting the move. Validation and report-log messages have been added, showing the transaction reference and source/destination batches before and after processing.
Fix: 009760 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟡 SY Workflow Approval by Email (Defect 2462587)
When a fiscal period was closed or opened while the workflow background process was running, workflow items which were approved by email continued to use the fiscal period that was current when that process last started. The transaction could then fail to post with a message telling you that the period was closed. The current fiscal period is now recognized as soon as it changes, so items approved by email post to the correct period.
Fix: 009775 | Module: Coins ERP+ Framework (SY, PM, XL, CO, OA, C+, AD) | Region: All
🟡 CB Quick Cash Receipt Entry (Defect 2454276)
When opening a quick cash receipt or payment that had no allocations, the error "No Cash Book Link record is available" was displayed on the Enter by Invoice Number tab and the allocation lines could not be used. The allocation lines are now displayed correctly for receipts and payments that have no existing allocations.
Where a certificate had been deleted after a receipt was allocated to it, an error was also displayed on the Enter by Job or Customer tab; the redundant allocation is no longer offered and no error is displayed. Redundant allocations are also now removed correctly when a certificate is deleted, so they no longer accumulate.
Fix: 009800 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟡 DM Broker (Defect 2514855)
When starting the DM Broker, the error 'SC Configuration has not been performed for company 0 [SY248] [SY1118]' was displayed and the broker failed to start. The broker now uses parameter DM/DEFKCO to set the company, preventing the error.
Fix: 009827 | Module: Document Management (DM) | Region: All
🟡 SE Company Configuration (Enhancement 2594767)
Users were not able to set up Service Management Company Configuration when Analyses Set records existed for Agreements, Service Orders, Service Quotes or Master Service Contracts. This has now been fixed.
Fix: 009880 | Module: Service Management (SE) | Region: All
🟡 SE Non-Service Order Time Blocks (Defect 2482287)
The GL Account was not automatically created when adding PR Costing Defaults to a Non-Service Order Time Block. This has now been fixed.
Fix: 009882 | Module: Service Management (SE) | Region: All
🟡 CB Transaction Inquiry (Defect 2541736)
The Cash Manager Transaction Inquiry was not handling named filters correctly (the data displayed was inconsistent with the filter selected). This has now been fixed.
Fix: 009901 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟡 DM MSFR (Defect 2684040)
Error handling was found to be inaccurate when dealing with Microsoft Forms Recognizer (MSFR). Changes have been made to ensure the correct message is reported in the log file and if the error is not critical, processing can continue.
Fix: 009910 | Module: Document Management (DM) | Region: All
🟡 AP Invoices Tab Status (Defect 2717949)
On the Invoices tab of Accounts Payable Supplier Inquiry, and in other inquiry browses showing the invoice transaction status, invoices that were on hold or had been selected for payment were shown with a status of Unpaid. The transaction status now correctly shows the hold code for held invoices, and Selected for invoices selected for payment.
Fix: 009913 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟢 AP Endpoint PLREST002 (Defect 2485265)
The response wasn't returning matching lines or tax distribution information. Additional useful fields have been added to this query-only endpoint.
Fix: 009759 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟢 HS Part Exchange Reservation Progress (Defect 2614749)
When the solicitor details on a part exchange reservation were updated, the reservation progress would be redisplayed as 0% complete, and the other reservation details were no longer shown until you refreshed the page. The reservation progress and details are now displayed correctly after saving the solicitor details.
Fix: 009754 | Module: House Building (VP, LA, FO, BQ, HS, CC, LM, IN) | Region: All
🟢 EQ Equipment Inquiry / Quote Lines (Defect 2314108)
When you entered a miscellaneous charge on an equipment inquiry or quote line, the default quantity was not taken from the miscellaneous charge setup and defaulted to zero. The quantity configured on the miscellaneous charge is now applied automatically when you enter the charge product.
Fix: 009763 | Module: Equipment (FA, PC, ST, FL, SO, SS, PP) | Region: All
🟢 SY OpenAI Specification (Enhancement 2514524)
The error response structure and the &confirmWarnings URL parameter are now documented. All response fields are now marked as "required" by default.
Fix: 009766 | Module: Coins ERP+ Framework (SY, PM, XL, CO, OA, C+, AD) | Region: All
🟢 SY JSON Output (Enhancement 2454186)
JSON Report output now includes the "report field name to JSON field name" mapping.
Fix: 009767 | Module: Coins ERP+ Framework (SY, PM, XL, CO, OA, C+, AD) | Region: All
🟢 EX Expense Employee Manual Entry (Defect 2428290)
Previous work to manage the setting of the Expense Employee account number for parameter CO/COMPLOC not blank, required a further rework to complete the validation updates. Manual Entry for this value is now validated correctly.
Fix: 009778 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟢 DM Report File Names (Defect 2465592)
Additional checks have been added for the SafeFileName function to stop issues with non-standard characters.
Fix: 009780 | Module: Document Management (DM) | Region: All
🟢 CV Forecast Models (Defect 2426727)
When a Forecast Model was imported from an earlier version, the Order Type on a Material Order view was not brought across, and where no Order Type had been selected it was set to Material. The Order Type is now imported exactly as it was held in the source model, and is left blank where no Order Type was selected. New Material Order views default the Order Type to Material.
Fix: 009785 | Module: Job Management | Region: All
🟢 SY Page Load Indicator (Enhancement 2448993)
A page load indicator is now shown while a frame with a Coins page loads. This is controlled by the new SY/FRAMELOAD parameter (on by default).
Fix: 009787 | Module: Coins ERP+ Framework (SY, PM, XL, CO, OA, C+, AD) | Region: All
🟢 SC Draft Certificates (Defect 2080957)
The Authorization menu item in the Draft Certificates menu and the "Release" Option on the Draft Certificate Details page are now hidden when DCFLOW is enabled.
Fix: 009794 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟢 JS Job Records (Defect 2429937)
Previously, opening and saving a job record would trigger an update of the opportunity which cascaded to other related items. Logic has been added to only update the opportunity if any mapped fields on the job have been changed.
Fix: 009810 | Module: Job Management | Region: All
🟢 JS Cost Transaction Report (Defect 2435020)
When the Cost Transaction Report was run with the Export Documents option, the exported zip file could contain documents attached to transactions that were excluded from the report by the Posted Date and Transaction Date selections, and the combined PDF could fail completely if a single attachment could not be converted. The report now only exports documents for transactions that fall within the selected Posted Date and Transaction Date ranges. In addition, if an individual attachment cannot be added to the combined PDF it is now exported as a separate file, so one problem attachment no longer causes the whole export to fail.
Fix: 009822 | Module: Job Management | Region: All
🟢 HR RUI Update Equality Information (Defect 2649733)
When adding an Update Equality Information request, the new gender could default to Female instead of matching the employee's current gender. The request now defaults the new gender and ethnic origin to the employee's current settings.
Fix: 009833 | Module: Human Capital Management (HR, PR, EX) | Region: USA
🟢 HS Weekly Sales Activity Report (Defect 2656608)
When the Weekly Sales Activity Report was produced in detailed format for a development that had more than one sales class, the lot details shown under each sales class were incorrect. Detail lines belonging to one sales class were overwritten by, and repeated under, the other sales classes, so the lots and totals in the detailed report did not agree with the summary report. Detailed reports run for single sales classes were not affected. The detailed report now lists only the lots and totals that belong to each sales class, so the detailed report agrees with the summary report.
Fix: 009853 | Module: House Building (VP, LA, FO, BQ, HS, CC, LM, IN) | Region: All
🟢 MK CRM Opportunity (Defect 1339837)
The Job Value on the Opportunity Detail page did not calculate automatically when using Multi-Bid, requiring users to manually open and resave each Bid To line item. This has now been fixed.
Fix: 009870 | Module: CRM | Region: All
🟢 AP Invoice OCR (Defect 2667363)
The invoice OCR process was occasionally failing with errors relating to the bsy_xcode record. This has been fixed.
Fix: 009877 | Module: Document Management (DM) | Region: All
🟢 GL Journal Entry (Defect 2344310)
When copying a GL journal, the copied batch could be completed and posted even though the cost code on the job had been closed after the original journal was entered. The batch validation now prevents this and reports that the cost code is not open, in the same way as when you enter a journal line manually. This also applies if a cost code is entered manually and then closed before the journal is posted.
Fix: 009884 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟢 GL Journal Import (Defect 2265274)
The journal import was incorrectly replacing pipe symbol (|) characters in descriptions with commas. This has been fixed.
Fix: 009902 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All
🟢 AP Invoices (Defect 2341905)
AP Invoices were showing as 'Unpaid' even though they were held and had a hold code. This has been fixed.
Fix: 009906 | Module: Financials (CB, CP, GL, JC, CV, SL) | Region: All