Release Notes - RollMaster Core (2026.09)
Release Date: Thursday, February 23, 2026
This release includes a range of updates to improve reliability, usability, and system flexibility. We’ve addressed several customer-reported issues and added new functionality to streamline your daily workflows. If you have questions about any of these updates, or need help enabling new features, our support team is happy to help!
✨ Enhancements
User Experience Improvements
Sales Processing
Allow Reprice During Order/Quote Copy Routines
When copying a quote or order, a new toggle option — “Reprice Based on Current Costs” — allows users to update pricing using current costs to prevent outdated pricing from carrying over. This helps reduce margin discrepancies and unintended sell-below-limit scenarios while giving users control over whether repricing occurs. When selected, the system revalidates margin limits, including A-J pricing rules, and applies current pricing structures during the copy process.Alternate Commission Display on Quote & Order Audits and Cost Reviews
Job and Quote Audit views, along with related Cost Reports, now display the full Sales ID, including any alternate commission selection, to provide greater visibility into commission assignments.Remove "Move Line" Option from Right-Click from Quote & Order Lines
The right-click "Move Line" option has been removed.
Inventory Control
Inventory Maintenance | Change Receiving Date Utility
Customers can now edit receiving dates directly from the Inventory Maintenance screen, with logs available from the same location to track changes, and includes proper handling of accumulator and non-accumulator items, ensuring changes are reflected consistently across related records. The updated interface also improves date ordering and overall usability when reviewing and maintaining receipt history.Build Order Processing | Inline Location Pointers on Documents
Multi-bin location records now display inline on Build Order documents, rather than printing on a separate page at the end, improving readability and workflow.
Job Cost | Progress Bill Indicator Added to Work in Process - Costs From JC
A new “Progress Billed” column was added to job cost reports, flagging jobs with progress billing invoices. The column displays a “P” for relevant jobs, and temporary file logic was corrected to ensure all progress-billed jobs are properly indicated.Purchase Order Entry | Update ETA for All Ordered Lines
Users can now update the ETA for all ordered PO lines at once, with the Estimated Delivery Time updated accordingly. Changes are logged in an audit record for traceability, and the feature is available in the PO Entry functions dropdown as “Edit ETA for Ordered Lines”, affecting only lines with an ordered status.Installation System | Inline Location Pointers on Staged & Shipped Documents
Multi-bin location records now display inline on staged and shipped Work Order documents, rather than printing on a separate page at the end, improving readability and workflow. To enable this, the Stage/Ship “Print Location Listing” option must be turned off in System Maintenance > Document Maintenance > Print Option Defaults for the applicable branch(es).Accounts Receivable | Refine Customer Lookup for ‘Show Only Own Work’ Users
The customer lookup now respects the “show only own work” setting, preventing address details from appearing for other users when searching by ID or wildcard.E-Docs | Enforce Folder/Tag Selection and Correct Record Creation
Folder or tag selection is now required when creating E-Docs, preventing incomplete or invisible records. Cancel/escape actions no longer save partial entries, and the system correctly handles the “ANY” permission User Control setting.Barcoding (Triton) | Allow Unlock of Build Orders and Jobs
Users can now unlock build orders and jobs directly from handheld devices. This enhancement was implemented to address warehouse connectivity interruptions that could leave orders or jobs locked and unable to proceed. Unlock actions performed through the device are now recorded in the job audit, including the user, date, and time, improving visibility and accountability during warehouse operations. (Not available on Android devices.)
Reporting & Utilities
Sales Processing
Sales Processing Setup Programs | Job Type Maintenance
Excel Export Added
An Excel export has been added for Job Types, allowing users to quickly view all job types and their details without navigating each record individually. This improves efficiency for audits and reporting.Audit Added
An audit has been added to Job Type Maintenance, enabling tracking of changes and improving visibility for job type updates.
Sales Processing Reports | Invoice Register History
Include Register Date in Excel Output
The Invoice Register History report now includes the Register Date in Excel exports. Note that the system does not store the Register Time.
Sales Processing Report | Open Order Report
Include Ship-To City, State, and Zip
The Open Order report now displays Ship-To City, State, and Zip, pulling the information directly from job data to ensure accurate shipping details.
Accounts Receivable | Unique File Names for AR Aging Report
AR Aging reports now generate unique filenames, preventing overwrite errors and ensuring each exported file is clearly identifiable by date and context, improving export reliability and streamlining reporting.Accounts Payable
Open Invoice Listing & Vendor Listing | Unique File Names
Reports now generate unique filenames, preventing overwrite errors and ensuring each exported file is clearly identifiable by date and context, improving export reliability and streamlining reporting.Inventory Cost Change Report | Enhanced Selection and Excel Output
The Inventory Cost Change report now includes additional selection options and improved Excel output, with relabeled columns and an ‘Invoice Date’ field added near ‘Receive Date’. Invoice dates are pulled from the AP invoice, ensuring accurate reporting of cost changes.
General Ledger
Report Format Maintenace, Verify Accounts | ‘Please Wait’ Screen Added
A ‘Please Wait’ screen now appears when loading the Verify Accounts screen and when exporting to Excel, improving user experience for accounts with many branches or large reports.Balance Sheet & Income Statement | Improved “Updates Pending” Messaging
The “Updates Pending” indicator on Balance Sheet and Income Statement screens now provides clearer status updates. A new button runs General Ledger End Of Month/End Of Year logic, and visibility has been corrected to account for data in both Update General Ledger and the Invoice Register, reducing user confusion.
Sales Analysis | Freehand "FH" Items Grouped with Catalog Records
Freehand items now correctly display the “FH” notation and are grouped appropriately with catalog styles when matches exist. Updates improve visibility of freehand lines in Sales Analysis, ensuring style and color information is accurately represented.B2B Catalog Processing | Maintenance History Detail & Exception Report Excel Export
Users can now export the Maintenance History Detail screen and exception reports to Excel. The export respects visible columns and applied filters, and a new “Only Show Exceptions” toggle allows focused reporting. Exception reports now display accurate item/color information, improving analysis and data review efficiency.System Maintenance | Password Protection for Selected Programs
Password protection has been implemented for selected programs, including Print Job Report, Print Quote Report, Batch Work Order, and Written Business Report, enhancing security and controlling access based on user permissions.
Broadlume Payments
Enhanced Messaging on Skipped Transactions
Improvements now provide clearer messaging for Skip-flagged transactions, helping users distinguish between log records and actual processor actions and improve user understanding and operational clarity. Messages for voids and refunds were updated to clarify that no external processing occurs when the Skip flag is set, and the logging system now tracks all skip-related actions for better transparency.Updated API Calls for CPT Voids & Refunds
API routes for CPT voids and refunds have been updated to align with processor recommendations, ensuring transactions use the correct endpoints. Logic now checks if a transaction is voidable—if so, it calls the void endpoint; otherwise, it uses the refund endpoint. Terminal selection is disabled for CPT voids to guarantee processing on the original terminal. These changes improve accuracy and reliability of void and refund processing for CPT merchants.
🐞 Bug Fixes
Sales Processing
Service Charge Line Improvements
Service charge lines now fully support ‘Select All’ during invoicing, reopen correctly after credit memo breakout, and copy reliably across jobs. These updates fix selection and invoice number storage issues, prevent duplicate auto-generated lines, and improve overall reliability in quotes, orders, and templates.Prevent COBOL Error on Invalid Order Reads During Invoicing
Inputs are now opened before reading the order file, preventing COBOL errors during invoicing. This fix reduces crashes during printing and improves overall stability.Quote Audit Report Updates
The Quote Audit report now displays the same description and date details as the Order Audit, fixing missing information and ensuring consistency across audit reports.Prevent Style/Color Changes When Installer Payments Exist
Users can no longer change or delete order lines if installer payments exist. This update adds validation to the MASTER MENU path, ensuring labor lines remain protected and preventing unintended changes after payments have been recorded.
Inventory Control
Special Pricing Maintenance
Correct User ID Logging
Audit trails now correctly record the current user instead of the original user, ensuring accurate tracking of who made changes.Audit Records for Template Item Changes
Audit records are now generated when items with special pricing are changed in templates. A new audit source, “Template”, tracks these changes, improving visibility and ensuring all template modifications are properly recorded."All Color" Labor Deletions Tracked
Special Pricing Maintenance now correctly tracks edits, including labor deletions with ‘All Colors’ selected, resolving issues with missing records and ensuring data integrity.
Installation System
Work Order | Correct Labor Line Staging in Quote-to-Job Conversion
The Convert Quote to Job process now properly matches labor data, preventing duplicate or incorrectly staged labor lines. This fix ensures labor amounts are accurately transferred from quotes to jobs during conversion.
Accounts Payable
Inactive Vendor Visibility
Inactive vendors now trigger a warning during the payment selection process, helping prevent accidental payments. Vendor selection screens were updated to skip inactive vendors or show alerts, with inactive entries reset to ensure only active vendors are used.Improved Write Locks
Soft locks in the AP Electronic Payment Report now prevent concurrent users from overwriting each other. Additional protections were added to Hand Check/Void Check processes, ensuring safer, more reliable payment processing while maintaining notifications for all users.Bank Reconciliation, Enter Non-PO Electronic Transactions
Prevent Manual Bank/Credit Card Account Entry
Accounts flagged as Bank or Credit Card can no longer be manually selected in distribution fields, preventing discrepancies in the Bank Reconciliation module.Require General Ledger Account for Entry
Electronic payments now require at least one valid GL account before allowing Save/Close or Save/New, preventing entries with blank GL fields and ensuring accurate posting in the Bank Reconciliation module.
General Ledger
Journal Entry Template
Enforce Numeric Amounts and Recalculations
The Amount field is now restricted to numeric values with decimals, and posting recalculations have been added to prevent out-of-balance or invalid entries, including cases where lines are deleted after data entry. This ensures all journal entries remain accurate and balanced.General Ledger Account Validation
The GL Account field now validates both existence and active status, preventing entries of non-existent or inactive accounts and reducing errors during GL posting.
B2B Catalog Processing
Maintenance History Detail Updates
Mid-process exceptions are now correctly populated, user edit log filters function properly, and recent COBOL errors have been resolved, improving reporting accuracy and usability.Increased 832 File Name Length
File names for 832 files now support longer names, addressing processing errors from suppliers. The size limit was increased after confirming that long file names were the root cause of prior errors.Ignore Width for Items Missing Product Codes
Imports now ignore the width for LVP, LVS, and LVT products when a product code is missing. This resolves issues with items lacking product codes and ensures catalog imports complete successfully.
System Maintenance
Automated Reporting | Invoice Register Fix
Invoice Register reports now populate correctly, and automated emails no longer send blank reports. Additional logging has been added to monitor report execution and ensure automation functions as expected.Invoice Footer Supports Text and Graphical Logos
Invoices now display both text and graphical logos in the footer, aligning behavior with quotes and orders and improving brand consistency across documents.
Home / Callkey Program
- Receive Money | Pay Type Validation Across Branches
Pay Types are now validated against the quote or order branch rather than the login branch, preventing incorrect General Ledger entries. The Pay Type selection pop-up and deposit deletion processes were updated for consistency, resolving mismatches and improving accuracy in Customer Payment Report and GL records.
Payment Processing
- Gravity/CIP | Prevent Inactive Pay Type Codes from Linking to Processor
Only active Pay Types can now be linked to integrated processors. Previously, inactive codes could remain connected, causing credit card charges to be routed to outdated accounts. This fix ensures that only active Pay Types are linked, preventing misrouted transactions and maintaining accurate processing. - Broadlume Payments | Bank-Format (ACH) Payments Post to Cash Receipts Journal
Bank-format payment records now correctly post to the CR journal instead of the Accounts Payable journal. Adjustments removed logic intended only for credit memos, ensuring ACH transactions are processed properly.