Automation workflows

Plenty happens in Carbon that ought to set something else in motion: a sales order changing hands, a job going on hold. Workflows let you wire that up yourself.

A workflow watches for something happening in Carbon and then does something about it: notify the account manager when a sales order changes hands, open an issue when a job is put on hold, or call your own service when a shipment is posted.

Build one on a canvas under Automate → Workflows and press Publish. Steps are cards you connect by their handles, so one trigger can fan out into branches. Every run is recorded step by step.

Accounting sync and financial reports

Carbon can sync accounting data to Xero, QuickBooks Online and Rillet through one multi-provider sync engine, and a financial reports module arrives with it.

Multi-entity companies get a capture-driven intercompany elimination engine: intercompany invoices are posted, matched and eliminated automatically, and consolidated reports show the group without double-counted internal trade.

Scrap and unscrap

Scrap serials and subcomponents from MES or stock from the ERP, with a scrap-reason dimension. Unscrap restores a scrapped part at its original cost.

Improvements

TOTP two-factor authentication, with org-level enforcement.
MES work center displays, and board and list views for the assigned-to-me page.
Business dates follow the company and location timezones, with a shared date-time control and a searchable timezone picker.
Picked-material return timing (at job or operation), and batch splits keep the parent's identity.
An ITAR certification system covers entity and user certifications, with hardened invites.
A platform-wide numeric precision and formatting standard. Per-unit prices keep the digits they were typed with.
Search modal filter chips are ordered by likely use.
The guides carry real product screenshots.

Fixes

Quote line prices are rewritten in a transaction, preserve shipping cost, and an empty rewrite is a no-op.
Base-currency pricing shows in the base currency on quotes and sales order lines; supplier quotes compare in the base currency.
Sales order totals no longer collapse equal line amounts.
Invoice due dates handle End of Month and Day of Month payment terms and populate from the payment term on posting.
Picking lists honor item supersession, and the default bin is read for the right item.
Item quantities update in real time, alongside MRP correctness fixes; planning scrap math and MRP double-netting corrected.
Schedule board updates commit on drop, and pre-assigned work centers survive a reschedule.
MES: the serial picker only shows for serial parts, multiple batches can be unconsumed, and job operation files are reachable on mobile.
Issues appear in global search; duplicate issue type names are prevented.
Change notice notifications go to assignees instead of the whole company.
Audit log diffs show display names instead of raw ids.

Automation workflows