Table of contents: 

• Minimum Additional Drop-Off Threshold Configuration in Optima
• Update Existing Indents via Shipment Number in Re-Indent Scenarios
• Shipment Number Propagation in Downstream Payloads
• Sold-To Name Added in Optima Input Export
• Consistent Rejection Export for Invalid Indent Scenarios
• Movement-Level Permissions for Split, Combine, and Edit in Optima
• Optima Job ID Included in Export File Name
• Accurate Transporter Selection Handling
• Enhanced Invoice Listing Filters with Updated Date and Multi-Select Support
• Sequential MI Validation for Multi-Pickup Indents
• PTL Indents – Material Count, Weight, and Volume Visibility for Transporters
• State-Level GST Configuration in Transporter Master
• Filler Load Optimization – Cost Controlled Planning Logic
• Range-Based Detention Configuration Enhancement
  
• Depot-Level Data Access Restriction In Dashboard

Minimum Additional Drop-Off Threshold Configuration in Optima

• New setting “Minimum Additional Drop-off Threshold” added in CS settings

• Separate input fields for Weight, Volume, and Quantity

• Threshold values are passed in Optima input JSON

• Default value is set to 0

• Additional drop-offs are created only when values exceed the defined threshold
  
  

• Prevents unnecessary additional drops for minimal quantities

• Improves route optimization and operational efficiency

• Reduces handling complexity and planning overhead

• Enables configuration-driven control over drop creation

Update Existing Indents via Shipment Number in Re-Indent Scenarios 

• Existing indents are updated when Shipment Number and Indent Number are provided 

• Prevents duplicate indent creation for the same Shipment Number 

• Enforces 1 Shipment Number = 1 Indent  

• Supports transporter reassignment and other indent updates via API 

• Avoids rejection or new indent creation in re-indent scenarios 

• All changes are captured in Indent Timeline with old vs new values, source, and timestamp
  
  

• Maintains continuity in shipment lifecycle

• Eliminates duplicate and inconsistent indents

• Supports seamless transporter reassignment flows

• Improves traceability and audit visibility

Shipment Number Propagation in Downstream Payloads 

• Shipment Number is included in Modified Picklist, Freight Provision, and Freight Invoice payloads 

• Ensures end-to-end visibility of Shipment Number across workflows 

• No changes to existing payload structure apart from addition of Shipment Number field 

• Existing integrations remain backward compatible
  
  

• Improves traceability across systems

• Reduces manual mapping effort

• Ensures consistency of shipment reference across workflows

Sold-To Name Added in Optima Input Export

• Sold-To Name is added to the Optima Input export file 

• Export data is now aligned with fields visible in the UI 

• No changes to existing export structure or functionality
  
  

• Ensures consistency between UI and exported data

Consistent Rejection Export for Invalid Indent Scenarios

• Rejection records are included in export even for invalid indent IDs or unassociated sources 

• Ensures UI count and export data remain consistent 

• Clear rejection reasons added such as “Invalid Indent ID” and “Pickup not Associated” 

• Prevents blank or missing records in export files 

• Invalid cases are logged and transparently reflected in export 

• Applies across Material Bulk, Material with Package, Material Invoice GRN Bulk, and Material Delete flows
  
  

• Eliminates mismatch between UI and export data

• Improves visibility into rejection reasons

• Enhances user trust and experience

• Simplifies debugging and operational tracking

Movement-Level Permissions for Split, Combine, and Edit in Optima 

• Existing global permissions for Split, Combine, and Edit continue to work as before 

• New movement-level permissions introduced for Primary, Secondary, Vendor, and Return movements 

• If global permission is disabled, movement-specific permission can still enable the action 

• Applies consistently across Split, Combine, and Edit actions 

• Enables independent control of actions per movement type
  
  

• Provides finer control over user actions in Optima

• Supports movement-specific operational requirements

• Reduces dependency on uniform role-based permissions

• Improves flexibility and governance in order management

Optima Job ID Included in Export File Name 

• Export file name now includes Optima Job ID 

• Follows format: JobID{optima_job_id}_{original_file_name}.{extension} 

• No changes to file content or export functionality
  
  

• Eliminates need for manual Job ID tracking

• Improves traceability of exported files

Accurate Transporter Selection Handling 

• “Select All” now applies to all transporters across pages, not just the visible list 

• Selected count reflects total selections across all paginated data 

• Deselecting a transporter affects only that specific record
  
  

• Prevents unintended deselection

• Ensures accurate selection tracking

• Improves usability for large transporter lists

• Enhances reliability of bulk actions

Enhanced Invoice Listing Filters with Updated Date and Multi-Select Support 

• New “Updated At” field added for latest activity tracking

• “Invoice Date” renamed to “Date” 

• Listing sorted by “Updated At” where the latest update is shown first

• Date filter supports Invoice Date and Updated Date with Invoice Date as default

• Default view shows invoices from last 45 days based on Updated At with a customizable date range

• Movement Type filter supports multi-select checkbox-based selection

  
  

• Better visibility of recently updated invoices

• Reduced risk of missing active invoices

• Improved filtering and processing efficiency

Sequential MI Validation for Multi-Pickup Indents  

• Validation now operates at the source or gate level instead of the entire indent.

• Gate 1 truck-out is allowed when MI for Gate 1 is available.

• MI for other pickup points is not required during Gate 1 dispatch.

• Gate 2 truck-in is allowed after Gate 1 truck-out, even if MI is not yet available.

• Gate 2 truck-out is allowed only after MI for Gate 2 is generated.

• Aligns system validation with actual multi-depot loading workflows.

• Prevent unnecessary dispatch blocks due to pending MIs at later pickup points.

• Improves operational efficiency and vehicle movement.

• Maintains MI compliance while enabling sequential processing.

PTL Indents – Material Count, Weight, and Volume Visibility for Transporters  

• New fields added in indent creation page for PTL Delivery type: Number of Materials, Weight & Volume can now be added for each indent

• Values are captured and stored at the indent level

• Same details are visible in the transporter portal for the respective indent

• Improves shipment visibility for transporters

• Reduces ambiguity in PTL shipment handling

• Enhances overall operational efficiency
  
  
  

State-Level GST Configuration in Transporter Master  

• GST Type and GST Percentage are captured at the GSTIN line level instead of header level.

• Users can configure FCM or RCM and GST % per state-wise GSTIN.

• System derives GST Type and % based on the state-specific GSTIN during operations.

• Configured values flow into downstream modules such as freight calculation and invoicing.

• Existing GSTIN configuration and transporter records remain unaffected

• Ensures accurate tax configuration across multiple operating states

• Improves compliance with state-specific GST requirements

• Enhances reliability of billing and freight calculations

Filler Load Optimization – Cost-Controlled Planning Logic  

• Filler loads are added only if total transportation cost does not increase

• System ensures no unnecessary truck size upgrades due to filler addition

• Introduces cost-per-KG validation to evaluate planning decisions

• Prevents scenarios where filler loads force higher-cost FTL recommendations

• If filler load increases cost, system will plan non-filler load independently (e.g., via PTL)

• Ensures optimal balance between utilization and cost efficiency

• Supports smarter PTL vs FTL decision-making

• Improves planning accuracy and aligns with real-world client scenarios

Range-Based Detention Configuration Enhancement  

• Users can configure detention charges using day ranges in source and destination charge master

• Supports extended detention ranges beyond 9 days as per business needs

• Priority is given to configured ranges in source and destination charge master; if not available, system falls back to detention master

• System includes validations to prevent overlapping or invalid ranges

• Existing detention configurations remain unaffected

• Aligns with real-world detention pricing structures

• Eliminates dependency on manual workarounds

• Provides flexibility for complex and extended detention scenarios

• Improves accuracy and scalability of detention charge management

Depot-Level Data Access Restriction In Dashboard

• Improved data security and access governance
• Ensures users only see relevant, authorized depot data
• Reduces risk of unintended data visibility