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08/17/2026 FORGE Release Notes 1.212

FORGE Release 1.212 is now available. This release introduces new capabilities and workflow improvements across administration, job cost and billing, mobile and offline work, purchasing, reporting, service calls, and appointments, along with fixes that improve reliability and usability.

New Features

Administration

Dedicated Business Central Integration administration

Administrators can manage Business Central webhooks and data migrations from a dedicated page available to eligible Service and Job Cost business units. (WC-2037)

How to access or use:

  1. Go to Settings > Administration > Business Central Integration.

  2. Select Webhooks or Data Migration and use the available action.

Structured registration addresses

Company addresses in Registration now use separate address fields, consistent validation, and normalized country values. (WC-2095)

How to access or use:

  1. Go to Settings > Administration > Registration.

  2. Review the Company address, complete all required fields, and save.

Job Cost and Billing

Job and Close Jobs filtering

Job Cost users can filter Jobs by status and inactive state, with separate Job Status and Close Status controls for the Close Jobs worklist. (WC-2106)

How to access or use:

  1. Open Jobs or Close Jobs.

  2. Select the applicable status filters and use Inactive when historical records are needed.

Consistent Job Cost dimensions

Jobs now use the configured Job Cost dimension, and valid dimension values are applied to supported cost and billing transactions sent to Business Central. (WC-2131)

How to access or use:

  1. Configure the Job Cost dimension in Job Cost Settings.

  2. Select a valid Dimension Value on each operational Job before sending costs or posting billing documents.

Mobile and Offline

Mobile appearance options

Technicians can select System, Light, or Dark appearance, with the preference retained on the device and synchronized with supported installed-app controls. (WC-2030)

How to access or use:

  1. In FORGE Mobile, open Settings > Profile.

  2. Select System, Light, or Dark, then choose Save preferences.

Independent labor and travel time-log settings

Administrators can independently control clock-time capture for labor and travel. When disabled, technicians use Date and Duration instead of start and end times. (WC-2082)

How to access or use:

  1. Open Settings > Mobile Settings > Time Track Settings.

  2. Configure Use Labor Time Log and Use Travel Time Log, then save.

Clearer appointment completion

Mobile appointment completion no longer shows a warning solely because the scheduled start time is old. Genuine completion blockers remain unchanged. (WC-2093)

How to access or use:

  1. Open an appointment's Resolution step in FORGE Mobile.

  2. Complete the appointment after resolving any actual workflow or running-timer blockers.

Combined mobile workflow steps

Workflow designers can group Tasks, Products, PO, Time, Resolution, and Details into one mobile step with tabbed sections. (WC-2103)

How to access or use:

  1. In Settings > Mobile > Workflow Designer, add a step and select Combined.

  2. Add, configure, and order the included steps, then save the workflow.

Separate mobile mileage entry

Business units can let technicians record mileage independently from travel time through a dedicated Add Mileage action. (WC-2117)

How to access or use:

  1. In Mobile Settings, set Mileage Entry Mode to Separate mileage entry and configure the mileage defaults.

  2. Open a Travel section in FORGE Mobile and select Add Mileage.

Purchasing

Purchase Order Ship-to options

Buyers can use the vendor default, a linked Service Call Location, or a custom address for Purchase Order delivery. (WC-1914)

How to access or use:

  1. Open or create a Purchase Order and locate Ship-to.

  2. Select the supported source, complete any editable address fields, and save.

Current-data Purchase Order printing

Purchase Orders can be printed in any status using the latest saved information and applicable vendor item numbers. (WC-2066)

How to access or use:

  1. Open Purchase Orders and save any required changes.

  2. Select Print for the applicable Purchase Order.

Purchase Order PDF preview and download

Buyers can preview and download a temporary PDF generated from the active published Purchase Order report. (WC-2068)

How to access or use:

  1. Open the Purchase Orders list and select the row's Print action.

  2. Review the PDF, then choose Download or Close.

Vendor-specific item references

FORGE synchronizes vendor item references from Business Central and retains the appropriate vendor-facing item number on Purchase Order lines. (WC-2070)

How to access or use:

  1. Create or edit a Purchase Order and select its vendor.

  2. Add a product line and review the resolved Print Item Number.

Warehouse addresses

Business Central warehouse addresses are retained in FORGE and made available through the existing warehouse data interface. (WC-2102)

How to access or use:

  1. Run the existing Business Central product-catalog synchronization.

  2. Retrieve warehouse information through the supported warehouse interface.

Product type filtering on Purchase Order lines

Buyers can filter the Product lookup to Inventory, Non-Inventory, or All eligible purchasing products. (WC-2104)

How to access or use:

  1. Add or edit a Purchase Order line.

  2. Choose an Item Type, then select an eligible Product.

Email Purchase Orders to vendors

Authorized users can send the reviewed Purchase Order PDF to eligible vendor recipients and retain the latest successfully sent document. (WC-2126)

How to access or use:

  1. Open a non-cancelled Purchase Order's PDF using Print.

  2. Select Send to Vendor, review the eligible recipients, and confirm the send.

Cancel unused released Purchase Orders

Authorized users can cancel an unused released Purchase Order in FORGE and Business Central when no receiving activity has started. (WC-2140)

How to access or use:

  1. Open an eligible Released Purchase Order.

  2. Select Cancel Full PO, review the warning, and confirm.

Optional vendor-only Product filtering

Purchase Order Product lookups now show all eligible products by default and can be limited to items mapped to the selected vendor. (WC-2146)

How to access or use:

  1. Add or edit a Purchase Order line and choose an Item Type.

  2. Enable Show vendor items only when vendor-mapped results are required.

Quality and Reliability

Improved business-form keyboard navigation

Shared lookup controls now support arrow navigation, disabled-option skipping, Enter selection, predictable closing behavior, and reduced browser autocomplete interference. (WC-2175)

How to access or use:

  1. Focus a lookup field on a supported business-data form.

  2. Use the arrow keys to navigate and Enter to select.

Reporting

WennSoft Report file extension

Report Builder definitions now export and import using the .wrpt extension, making report files easier to identify and validate. (WC-2099)

How to access or use:

  1. Open Report Builder and select Export Report to download a .wrpt file.

  2. Use Import or Reporting's Upload File action to load a valid .wrpt file.

Employee-name reporting lookups

Employee reporting parameters can display and search names as Last Name, First Name with consistent name-based ordering. (WC-2122)

How to access or use:

  1. Open a report in Report Builder and add or edit an employee lookup parameter.

  2. Use the employee name display field or retain an explicitly configured alternative.

Service Calls and Appointments

Improved descriptions for receipt-created costs

New Service Call and Job cost records created from receipts use the current FORGE product description, with the Purchase Order line description as a fallback. (WC-2133)

How to access or use:

  1. Receive an applicable Purchase Order item through the existing Business Central workflow.

  2. Review the newly created cost on the related Service Call or Job.

Multiple invoice recipients and location routing

Customer and Location email fields support semicolon-separated recipients, and Service Invoices can be routed exclusively to a designated Location email list. (WC-2144)

How to access or use:

  1. Configure valid email recipients on the Customer or Location and enable Invoice Location where applicable.

  2. Use Send To Customer for the posted Service Invoice.

Service Call Time Entries tab

Authorized users can review, create, submit, and approve pending labor, travel, and reimbursement entries directly from a Service Call. (WC-2172)

How to access or use:

  1. Open a Service Call and select Time Entries.

  2. Create an entry or select eligible entries and use the available submit or approval action.

Direct Business Central posting for Service Call costs

Business units can opt in to post eligible Service Call costs directly to Business Central from the Products/Services list. (WC-2190)

How to access or use:

  1. Enable Allow direct Business Central posting for service call costs in Service Settings.

  2. In Business Central:

    1. General Journal Batch: Populate the General Journal Number Series and Posting Number Series.

    2. Inventory Journal Batch: Populate the General Journal Number Series and Posting Number Series.

  3. To use on the Service Call Costs tab for the service call, select eligible costs under Service Call Products/Services and choose Post.

Bug Fixes

Administration

  • Cleaner settings pages
    Service settings pages now display a single page header instead of duplicate headers. (WC-484)

  • Complete units of measure on migrated costs
    Signature service-call cost migrations now resolve and retain the applicable unit of measure and report actionable mapping errors. (WC-2110)

  • Accurate Rates Read permission description
    Role Definitions now clarifies that Rates Read covers Time Categories, while employee and position rates require their separate permissions. (WC-2157)

Job Cost and Billing

  • Billing-only Service Call lines
    Authorized billing users can create explicit Billing Only Non-Inventory lines for invoicing without creating a zero-dollar ERP cost transaction or WIP relief. (WC-2174)

  • Correct labor posting summaries
    Directly posted labor transaction costs now produce the correct posted general-ledger entry in the FORGE transaction summary. (WC-2224)

Mobile and Offline

  • Reliable mobile equipment saves
    New equipment records can be saved from mobile without misleading validation failures, duplicate records, or silent offline loss. (WC-2062)

  • Optional Assign to me selection
    The Assign to me option can be cleared when creating a follow-up appointment from mobile completion. (WC-2064)

  • Offline workflow loading
    Appointment workflows now load more reliably when a technician is working offline. (WC-2087)

  • Android attachment opening
    Service Call note attachments can now be opened from supported Android devices. (WC-2097)

  • iOS attachment closing
    Closing a viewed attachment on iOS no longer produces an external-link error. (WC-2098)

  • Offline Purchase Order notes
    Notes added to an offline-created Purchase Order now synchronize after the device reconnects. (WC-2100)

  • Readable dark-mode notifications
    Service Call Health notifications now retain readable contrast when dark mode is enabled. (WC-2108)

  • Required Combined-step type selection
    Included workflow steps begin without an assumed type, and the designer requires an explicit valid selection before saving. (WC-2211)

  • Travel entries without embedded mileage
    Travel time now saves successfully when Mileage Entry Mode is configured to record mileage separately. (WC-2223)

Purchasing

  • Supported default Ship-to behavior
    New Purchase Orders default to a Ship-to source of “None”. The available options to select are Custom and Warehouse. If you select Warehouse, you have the ability to select the correct warehouse (MAIN, TRUCK1, TRUCK2, ZONE-1, etc).  In BC each location (Forge warehouse) will have an address.  By selecting this warehouse, this address will be added to the purchase order.(WC-2132)

  • Multiple Vendor Card email addresses
    Vendor email fields now accept, validate, normalize, and synchronize semicolon-separated recipient lists. (WC-2151)

  • Purchase Order payment terms
    Vendor payment terms are synchronized and retained on Purchase Orders so the applicable Terms can appear on generated documents. (WC-2176)

  • Vendor item descriptions on Purchase Order lines
    New mapped Purchase Order lines now default to the vendor item-reference description while preserving buyer-entered overrides. (WC-2178)
    IMPORTANT: To implement this change, you will need to go to:

    • General Settings → Business Central Webhooks and click Create/Update Business Central Webhooks.

    • General Settings → Business Central Data Migration and click Run Vendor Product References.

  • Purchase Orders with payment terms release successfully
    Purchase Orders containing Business Central payment terms can now complete the normal Send to ERP release flow. (WC-2229)

Reporting

  • Synchronized Tablix column selection
    Clicking a Tablix column card now updates the Selected Column inspector immediately, without a separate Select action. (WC-2101)

  • Stable focus in parameter fields
    Report Builder parameter text fields retain focus while users type complete values. (WC-2120)

  • Long invoice text reflows correctly
    Auto-height Service Invoice content now moves downstream report elements before pagination, preventing overlapping or invalid PDF layouts. (WC-2173)

  • Correct Service Invoice Document Date
    Service Invoice and corrective credit memo PDFs now use the stored GL Posting Date as the Document Date. (WC-2195)