Feature

Fees > Change GL Acct to create Sales Invoice with Item
Create view for Card with Customerid and Vehicle with CustomerId
Rename the “Recap” tab to “Post Preview” which better describes what it does
Company Config > Add Settings for Invoicing
CF Transaction Posting > Update Sales Invoice
Transaction Report Grid > Add CF Invoice # and CF Invoice Date to Posted Transaction Grid
Voyager > Add Sites during import of Transactions
Network > Add Site Tax Group Defaults
Network > Add Voyager Options
CF Invoice > Create Debit Memo in AR
CF Invoice > Create Payment Records in AR
CF Invoice > Update Discounts on Summarized Debit Memo instead of Individual Sales Invoices
Unposting payment should remove the records from print spool.
Commit screen for printing Direct Deposit Remittance appears before previewing the report
Ability to Void a paycheck that is an ACH
Print / E-mail ACH advise
HDTN-184213 - Adding a location field
Print button is not working in Bank Deposit Batch Entry
Move Commit on ACH to The Archive Tab
Add Amount Total to the Grid in Bank Deposits Screen
Rename the “Recap” tab to “Post Preview” which better describes what it does
CM - Implement ToAggregateAsync version
Add a new import file format to bank file formats for ACH
Add 3 new fields in the screen - Bank Accounts
Enhance price contract screen to fix price for all sequences at once or selectively in the same screen
3683- AOP, differential and volumes provide new fields
3679- Add four columns in the search screen of contract sequence (Contract creation date, Type of coffee, and loading and destination port).
3650- Add new fields to contract screen - vessel tab
3652- Dashboard to compare sequence quantity vs quality approved quantity
3684- Customized contract numbering for JDE
3647- Alert when contract is saved without a sequence
3688- Need Plan report output
3691- Automatic calculation of lots
3695- Post contract approval, amending values for certain fields will trigger the approval process
3700- Contract print template
3701- Price fixation letter print template
Provide email option in price contract screen. Should work like it works in contract screen
3649- Unslice contracts in i21
3651- Slicing -Quality & Shipping Instruction
3680- Dropdown for packing description
Allow user to select multiple contracts and send it to a supplier via an email
3705-User signature should be displayed in print
3647- Approval process for contract
3694-Contract -Determine information which needs to be shown on dashboard/reports
Automate container calculation in contract sequence
Add 2 new fields to handle purchasing group short name and description
Provide export to excel in contract inquiry screen- 1st tab on top
company configuration, contract management , add a drop down for container type
Contract screen -Additional info tab - Next to field producer, add a check box -Claims to producer
Contract sequence - Add a new status - Short close
Create a screen for recording the basis components for each item
Association configuration- Add 2 new columns
Default documents in contract screen-documentation tab
Annual Operating Planning
JDE Reporting issues
Contract inquiry- dont show costs of the type basis in second grid
For the scenario where the number series is vendorid. run of numbers, when user saves a contract dont allow change of vendor
Provide a configuration to default Planned availability date in contract sequence
Producer and related fields should be at sequence level as well
Slicing and un sclicing should not trigger approval for JDE
CRM: Add Quotes, Calls and Meetings in Sales Rep Summary Chart
Add a communication tab to the Campaign
Email from the Campaign screen
Expand the Sales enity contract grid
Combine the sales entity and the sales entity contact
Can we add a config for auto signature to the user profie
Default information to the lost sales report
Add a count of contacts to the the tab
We need to add a web site with link to the Campaign
Win/Loss analysis tab is not populating
Add the Capacity of the Event to the Contacts tab and a summary of the count of responses at the bottom of the page
Add a units difference and units percentage column to the lost revenues report
CRM - Implement ToAggregateAsync version
Can't add records with the same Opportunity Name
Sales Entity Contact - View
Canned Panel: iRely Store - Sales by Store
Dashboard panel layout - raise maximum of column width
Use drilldown column to pass parameter and fetch value from the query
Create a Dashboard Canned Panel for receipt/missing documents
Create XML - Exemptions
Create XML - Customer Comments
Create XML - Splits
Import Driver Files - Process SD Files to Sales Invoice
Import Driver Files - Process BH file to Sales Invoice
Import Driver Files - Process BD File to Sales Invoice
Energy Trac Tax Cross Reference Table
Add "Tax Code Setup" tab to "Export Setup" screen.
ET - Implement ToAggregateAsync version
Import Driver Files - Process RP to Payment
Energy Trac - Location / Salesperson view
Add Card and Vehicle on Tax Import Template
Entity Defaults for New customers that are Persons
Split by entity is to restrictive.
Add Letter in the drop down of Email Distribution drop down of Entity Contact Screen
Customer Master License Tab, add license type, effective date, etc.
Adjustments to the duplicate search screen
Signature
The terms codes should be spcific to customer and vendor
Update Phone number field in Create New Entity screen to follow Phone Format
Display Voided Direct Deposit in Paychecks History
Entity > Vendor tab > Taxing tab - Item Category not automatically filled when item is selected
Implement Inactive Vendor Location
Implement Inactive Customer Location
Do not allow mobile number to be deleted if Require 2 Factor on security policy is enabled
There should be fields added to the sales entity contacts screen to allow for selection
3656- Add new fields for vendor exposure inquiry (new inquiry to be built)
Add a new entity 'Broker'
ET View - Customer Tax Exemptions
ET View - Customer Comments
Entity - Per Location - Add field "Name On Check"
Entity screen - Need to add a new field External ERP ID
We need to add the payment method to the customer screen
Add a link to Bank Setup from EFT Information
Add an option to email distribution
CLONE - Combine the sales entity and the sales entity contact
CLONE - Expand the Sales enity contract grid
Implement Email Signature to User Profile
Vendor Entity List - Add Option For Missing Columns from Vendor Entity Tab
EM - Implement ToAggregateAsync version
Enhanced the User Profile's Email and Signature tabs
Additional option to email distribution
ET View - Customer Splits
Vendor Pricing Tab on Vendor Entities
Multi Currency - Add the currency to the Customer pricing reference tab
When saving a record we need a message box to appear if there are any required fields.
Customer suggested password control and possible integration in to existing user and password technology.
MVVM approach unit test
CAB - Search Grid > Move Clear All Filters to the Left
Search Grid Time and Transport Loads Time are not displaying in the same format
Audit Log Should show Full Name not User Name
Auto position the screen to show required fields
Rename edit button to commit - Suggestion
3648- Concurrency enhancements when 2 or more users edit the same record
sum for grouped values in search screens
Implement ToAggregateAsync version
Highlight grid columns for required fields like the controls on a screen
Group by with Totals on any Search grid
Approval Emails need to show transaction number, amount/total and have drill down on transaction number
Approving multiple transactions in the Approval screen should send one email with all details to the User
We should be able to add hours worked to the system activity
Email attendee list
Provide an option to rename the grid column name.
Create a Screen to allow Admins to customize any screen Label globally
Approval process
Approval process triggered by field amendment
Rename "Screen Designer" to "Custom Tab Designer"
Additional security while approving
Approval list - Need more alternate approvers.
Create an Approver Configuration screen to filter what an Approver can approve
Add a History tab to the Locked Records screen and move Unlock button into the grids toolbar
Change all combo boxes to only query data when the user presses the "Enter" key
When you export to PDF the heders of the export should go into the PDF page headers and footers only
After approval, user doesn't want to see the transaction has been approved -email message
Audit Log- Provide export to excel feature
Check for Infinite Loops on Row Calcs
Add a "None" option to segment filters drop down
Have the supress zero button checked when you generate reports from templates.
Eliminate Percentage row type and add new percentage column
Implement ToAggregateAsync version
If budget rows are selected only export the selected rows
Report Template - Balance Sheet by Primary > remove None row at the bottom
Old to New Feature
Ignore Sign and follow Debit/Credit Indicator on Importing Historical Journal
Add old account in Lookup for General ledger accounts
Old to new account entry grid on GL Account
Rename the “Recap” tab to “Post Preview” which better describes what it does and also matches better with the “Post History” tab
Add an import for the old to new accounts
Change the description of Old Account to Alternate account
GL Implement ToAggregateAsync version
Auto Change the End Date on Account Detail
Multi Currency - Fiscal year screen changes
Add a line of business selection to the chart of accounts
Data conversion - Add a data conversion for segments that are named "location" make those segment type of location.
Default the segment type to location on the location segment conversion from origin.
Upon Recalc, Check for NULL Values in tblGLDetail and Fix them
Add the ability to select account cross reference on import
Export of journal entry
Change how location segments are retrieved
Multi Currency changes - Adjust the GL Recap to show foreign debits and credits
Add Account Categories for Multicurrency Settings
Revalue currency
Add a duplicate button on discount schedule
Combine Discount Table and Discount Schedule into one menu selection.
Storage - Add Storage Schedule to available list of columns
Automatically add Creator, Assigned To and Contact to the watchers list
Require milestone on ticket entry if you use a project
Jira Roll up on projects - we need to be able to have a screen that will show the rollup of all jira tickets for a project
Should select the highlighted name with the use of keyboard - Enter
Display ticket default values when clicking blank Project hyperlink
Automatically check 'Is Ticket Type/Status/Priority' when 'Is Default...' is checked
HD - Implement ToAggregateAsync version
Need to be able to add multiple resources to a Ticket
No error message is displayed when a ticket is sent to a contact without email address
3674 - Buying/Need Plan
3637-Shipping Advice/ETA update (i21 to SAP)
3638 - Goods Receipt (i21 to SAP)
3639 - Trading Profit & Loss Reporting
3640 - Functional Ack (SAP to i21)
3641 - Material Master
3642 - Stock Report
3643 - ETA Update (LSP to i21)
3644 - Create/Update Inbound Delivery (i21 to LSP)
3668 & 3637 - Shipping Instructions, Shipment Advice, and ETA update
3669 & 3670 - Create/Update Purchase Order
3671 - Functional Ack (i21 to SAP)
3672 - Pre-Shipment Sample Result
3673 - Vendor Master
3675 - Goods Receipt (LSP to i21)
3708 - Storage Location - Import (Data Conversion)
INv Count - Blank lines should not be posted
No option to save the notes in Inventory Adjustment screen
Inventory Transfer> Hyperlinks to Maintenance
HDTN-177980 - Include reason code for lot adjustment transactions
Storage Location -> Hide commodity & pack factor. Add Item drop down
Lot Details View - Add button 'Trace' for traceability of lot
Create new lot records in bags when moved by the whole bag.
Valuation report - Should include opening balance when run from a date forward
Receipt Search - Add hyperlink for Order & source numbers
Lot Details - Add 'History' button
HDTN-172826 - AR Conversion Project - Add Import Inventory Receipt button in Origin Conversions
Item Search- Pricing tab - Make unit qty max to data entered
Stock Details - Add Stock UOM column
Inventory Commodities - Remove Consolidation Factor
Category & Item - Costing method is required only for inventory types
Receipt - Add fields and Charges tab to Receipt search screen
Inventory Shipment search - Add Invoices tab
Commodity/Item/Receipt- Hide Grade field
Inventory valuation summary - add units
Inventory UOM - Conversion should allow up to 15 decimal places
Category - Add duplicate button
Item -> Location - Insert and Add Multiple should copy the 'Default' uom into Sales UOM and Purchase UOM
Category - Rename Location tab to "Point of Sale"
Category - Hide UOM grid
Item - UOM - Remove Load UOM button. Load the uoms on selection of commodity
3689- While printing credit/debit notes selection/decision can be made to switch from supplier to producer
Provide duplicate button for storage location configuration
Enable custom tab for Item editor screen
Inventory UOM - Add 'Area' to uom conversion list of volume, Qty and wgt
User wants to generate Lot pattern based on physical production date
The Lot expiry date should be calculated based on Manufacturing Date
Though the Lot-tracking for item is setup as 'Serial Number', user should still be able to enter the desired LotID manually in the inventory receipts
IR/IS - Disable Unpost and Delete when created by Ticktet Management
3696- Rejection of containers (Purchase returns)
3697- Inventory receipt screen, remarks should remain enabled after posting
Enable custom tab for Inventory Receipt screen
Modification to item configuration - add default packing uom for origin
Capture Item owner in the lot level
Item -UOM grid - hide unwanted fields by default
Stored Procedure (SP) to update the inventory based on the feed from SAP
Stated Net Per Unit, Stated Total Net and Physical vs Stated column of Receipt screen are not calculated
New report - Add count number bar code in Inventory Count sheet report
Item Cost tab - Add new checkbox for basis contract
Rename the “Recap” tab to “Post Preview” which better describes what it does
Certification program, add a new field certification code. This will be a free text field
Commodity - Add Purchasing Group
SP to create goods receipt (IR) based on external feed from SAP
Include Owner name as one of the column in the owner association grid and also in the owner look up.
Item - type "other charge" , need a new dropdown next to M2M checkbox
Add dtmDateCreated column in the tblICInventoryReceipt & tblICInventoryShipment table
CLONE - Implement ToAggregateAsync version
Inventory Return - Rename Voucher Button and Message Box to Debit Memo
Receipt - Multi Currency changes - Add Forex Rate Type and Rate fields
Shipment - Multi Currency changes - Add Forex Rate Type and Rate fields
Shipment - Multi Currency changes - Include foreign debit and credit in Recap screen
Receipt - Multi Currency changes - Include foreign debit and credit in Recap screen
Add Contract Item No field in Contract Item Tab (Item - Setup - Contract Item)
Control decimal display for quantity fields
CLONE - Stored Procedure (SP) to update the inventory based on the feed from SAP
IR Details Tab - Totals Should Have Currency Signs
CLONE - Control decimal display for quantity fields
Cost Currency label
Voucher - Change of cost should not be booked to Auto-Variance account
Inventory Posting & Rebuild utility - remove Auto variance entry for avg costing method.
Receipt - Multi Currency changes - GL posting - Convert transaction amounts to functional currency
Receipt - Multi Currency changes - Other Charges tab
Shipment - Multi Currency changes - GL posting - Convert transaction amounts to functional currency
Receipt - Multi Currency changes - Process Receipt to voucher should copy forex from IR
Multi Currency changes - Receipt - DB View for Revalue screen
Multi Currency changes - Receipt Other Charges - DB View for Revalue screen
Multi Currency changes - Shipment - DB View for Revalue screen
Multi Currency changes - Shipment Other Charges - DB View for Revalue screen
Multi Currency - Receipt should default the price for the vendor location and currency
Multi Currency - Shipment should default the price for the customer location and currency
Multi Currency - Add currency to Pricing, Pricing Level and Promotional Pricing tabs
Multi Currency - Receipt should default the Last Cost/Standard Cost for the item location and currency for Direct type
Rename the "Parent Lot No" caption to "Lot No" and "Lot No" caption to Pallet Id in the Inventory shipment's BOL report
Multi Currency - Receipt - Add currency to all search tabs
Multi Currency - Shipment - Add currency to all search tabs
Provide a configuration to auto populate lot details
Inventory -- Lot details - Add another column for product type
Provide a select all check box in IR screen
IR Add Order > add Forex Rate Type and Exchange Rate
Create Invoice from Load/Shipment screen
3694- Logistics -Determine information which needs to be shown on dashboard/reports
3655- Shipping instruction print template
3687- i21 dashboard to be created for receipt / missing documents
3689- While printing shipping instructions selection/decision can be made to switch from supplier to producer
3692- Track ETA changes (for vendor evaluation)
3693- Load/Shipment schedule screen - User needs a field to capture stuffing date in load/shipment schedule screen in Logistics module
Provide an option to email the prints from load/shipment schedules. This feature is available in the contract screen
3690- Instore letter document
Automate computation of containers in load shipment schedule screen
Stock consumption feed changes
Add Percent Left in the popup in LCR
Shipping Instruction Feed to SAP
Shipping Advice feed to SAP
Shipping Advice full feed to 3rd party logistics
Remove incomplete orders from routing end of the day
Handle the impact of short close
FD 3936 - Alert message on screen if user is recording shipment advice for qty more than approved qty
Slice Shipping instruction if contract sequence is sliced
Unslice Shipping instructions in i21
Summary - docs pending vs received
Weight claim screen modifications
Incorrect net shift weight on weight claim.
Load work orders in Wastage entry screen based on setting.
Enable custom tab for work order editor screen
Handling Pick short
Handling inventory count in the handheld application
Add Owner in Lot Detail Screen
Undo start cycle count option
Building Month End Reports
Handling alternate container for the work order staging/ shipment staging
Work Order Management - Clicking on Post should save the entries and then post it
Work Order Editor - 'Undo Start' button should be available in work order editor screen.
Add Restriction Type column in the inventory view
Work Order Editor - Add 'Partial Fill Consumption' column in Recipe tab of work order editor screen.
Do not allow consumption reversal/production reversal/produce once the cycle count is started / Completed
Lot code should be based on selected Production date and shift in the produce screen
User should be able to view the content of closed work order without reopening the same
Sort records in Work Order Management and Transaction view based their create date descending
Implement ToAggregateAsync version
Display different column bond (Bond and Bond Release)and Quality(QA Hold and QA release.) in the Inventory view
Create an UI for capturing Item, Owner, Receive life mapping
Change recipe output qty as optional if consumption required flag is false
Provide task list option for Inventory shipment staging activity in the mobile application
Total Ingredient Demand Report in the work order management screen
Process Dividend
Volume Adjustment
Transfer Instruments
Change Stock Status
Cancel Equity
Equity payout
Stock Details
Adjust Volume - Ability to add opening balance volumes
Add validations Purchase/Sales and Unit/Amount field - Patronage Category
Default setup message error message - Process Dividend
Add audit log on patronage maintenance screens
Change status - Add new column 'New Status'
Starting Number - Change prefixes and add prefix for refund
Process Refund - Add Refund Number
Retire Stock - Create voucher on posting
Refund - remove Fetch button. Load data on Fiscal Year selection
Company Config - Remove category setup for discounts
Rename the “Recap” tab to “Post Preview” which better describes what it does
Posting & Recap GL entries for Stock Issue, Retire and Void Retire
Posting of Transfer Instruments
Issue Stock - create invoice on posting
Import from Origin
PAT - Implement ToAggregateAsync version
Expand Department to include location and LOB
Unpaid employee Report - report that checks for active employees, and if a check is not created for pay period/paygroup, show employee
Add Totals to Batch Posting Screen
Add Totals to Process Paygroup Screen
Add total earnings to Generate Screen
ability to Void a paycheck that is an ACH
Rename the “Recap” tab to “Post Preview” which better describes what it does
PR - Implement ToAggregateAsync version
Add a total to the pay vouchers detail screen
3681-Template for credit/debit notes prints
Provide email option in voucher screen . Should work like it works in contract screen
Rename the “Recap” tab to “Post Preview” which better describes what it does
Provide SP to create claims voucher from Weight Claims screen
Create a SP that can delete voucher
Add Tab and fields in Voucher screen
HDTN-183905 - Account ID input in Purchasing voucher screen does not mask the hyphens like General Journal screen
Multi Currency changes - Add Rate type and revalue fields to the Detail of the AP Transaction
Multi Currency changes - Change the GL Posting routine to account for Multi currency
Multi Currency changes - Adjust the GL Recap to show multi currency accounts
Multi Currency changes - Vouchers - DB View for Revalue screen
CLONE - Receipt - Multi Currency changes - Cost Adjustment in voucher- Convert cost adjustment to functional currency
Multi Currency - Purchase Order should default the cost for the vendor location and currency
Multi Currency - Purchase Order should default the Last Cost/Standard Cost for the item location and currency
Multi Currency - Add currency to all search tabs
CLONE - Receipt - Multi Currency changes - Process Receipt to voucher should copy forex from IR
Multi Currency changes - Add Rate type, Rate, Currency fields to the Detail of the Purchase Order Transaction
Multi Currency changes - Add Payables to voucher should Copy forex, Forex Rate Type
Remove automatic filling Sample Type and load only Sample Type which contains template for the selected Item
Improve Performance in Lot and Line Quality View similar like Contract View
Add overall comments field in the bottom (common to details and test results)
Provide an option to select default UOM for representing quantity per item / template
Add a preference 'Reject Logistics Container' in Quality preference
Hide Sample No. column in the dropdown as it is affecting the filter in this dropdown
Enable Container Number, Warehouse and Marks fields even after approval or rejection.
Integration - Provide a SP to Create Pre-Shipment Sample
QC - Implement ToAggregateAsync version
Sample type should be filtered by user role in the sample editor
On Sample Approve / Reject, Should Update Lot Status in all the Locations
Provide an option to take a receiving lots sample against container.
Create an event for notification
While saving a sample, If a specified list of properties result got failed, need to send a notification to Supervisor
Apply number format based on user format selected
Future Settlement Price - Decimals should be as per the masters for the futures market.
3653- Reconciliation broker statements- all transactions
3682- Position report - Net-net should be added to the position report, this information will come from the Excel need plan
3656- Supplier exposure report
3654- P&L analysis -For a given date range, show the realized and unrealized futures. Subgrouped by trading months.
FD-189 Futures settlement prices will be uploaded in i21
3698- Forecast consumption in coverage report
3699- Position report - Add average paid futures price, incl roll cost
Add a new tab in coverage report - call it summary
Lot calculation concept in coverage/risk inquiry
Supplier exposure - Provide a check box - Replace vendor with producer
Vendor exposure inquiry - Need to reduce "Short closed" quantity.
Sourcing report- Reduce inventory returned quantity from contract quantity
M2M configuration
Add a new text field in broker account screen
Provide drill downs in Vendor exposure
Provide drill downs in Sourcing inquiry
Provide a way to upload settlement prices for multiple markets together
Summary tab - show it only when roaster check box is checked
HDTN-149659 - AG-40 Pay out Credit Balance
Implement Tax Exemptions for Card Fueling Setup
Implement Starting Numbers: ‘Use Location’
CAB - Price level import/ price cost changes
HDTN-179143 - Convert AR/PO/SO/Inventory - Invoice Import failed because of missing terms code
Company Location Cleanup - Remove "Unused" GL Accounts
CLONE - Invoice - Include Item type 'Comment'
VFD - Warning Message when selling VFD Drug
Add location in invoice grid to help with daily reconciliation
Can delete default letter template
Sales Invoice > Need to Track Driver a Truck
Rename the “Recap” tab to “Post Preview” which better describes what it does
Add a button to launch the Receive payments screen from the Receive payment details screen
Add default payment method to Receive payments from the entity
Add GL Recap tab
Statement > Exclude CF Trans Source Type
Receive Payments > Exclude CF Trans source type
Dunning Letters > Exclude CF Trans Source Type
Calculate Service Charges > Exclude CF Trans Source Type
Sales Analysis Report Grid > Add Source Type Column
Add Post History Tab
Custom Statement for Versailles Feed Mills
Finish full Licensing Model
Add Fields to SO Grid
SI - Multi Currency changes - Add Rate Type and Rate fields
Receive Payment - Multi Currency changes - Add Rate Type and Rate fields
Suggest to use "Update" instead of "Delete" then "Insert" script on default letter format.
Multi Currency changes - Invoice - DB View for Revalue screen
SI - Multi Currency changes - Convert transaction amounts to function currency for GL posting
Receive Payment - Multi Currency changes - Convert transaction amounts to function currency for GL posting
Receive Payment Details - Multi Currency changes - Convert transaction amounts to functional currency for GL posting
Multi Currency - Invoice should default the price for the customer location and currency
Multi Currency - Invoice should consider the price for the item location and currency in price hierarchy
Multi Currency - Add currency to search tabs
Fill up the foreign columns in Recap tab for multicurrency transactions
add in un-distribute function to scale
Column arrangement in Inbound and Outbound Loads tab in Ticket Search screen
Discount Print on Half Sheet Scale Tickets
SC - Implement ToAggregateAsync version
Delete the Override Default Discount Schedule and Default Discount Location controls in Scale Station settings screen
Rename the “Recap” tab to “Post Preview” which better describes what it does
Create Folders upon saving automatic type checkouts
HDTN-164906 - 15.2 testing EFT Payments
Dynamic format for starting number
Add validation in Zip codes for USA and Canada
Add drill downs to the Company location
Include workstation hardware specs in the System Information screen
Favorites: Do not allow adding of the same screen multiple times on a single folder
Company Location Cleanup - Hide "Unused" GL Accounts
Provide an option to select entity associated with sub location in Company Location->Sub Location tab.
Add CRM to i21 Modules.
Add Time History to Main Menu
License Generation Seems To Be Version Specific
Adjustment to Customer Master Agreement needed to cover Arbitration
Add a field that will determine if the letter should not be deleted
Add "Inventory Transfer" to Document Maintenance list
Use "good" document manager message box
Need license type setup screen
Changes in CRM menus.
Favorites: Show 'Remove from Favorites' when right clicking on a menu under a folder
3686- City master, provide a column to store VAT number per city/country combination
3705- Signature upload in user profile for digital signature
Starting Number - Change prefixes and add prefix for refund
Create a new configuration - Purchasing Group
Country config - Add Origin and Purchasing Group
Global Default Date and Number Format
Open the Active Tab of Approval screen based on selected notification
ET Tax Codes View Phase 2
Add Brokers Menu under Contract Management
Rename the “Recap” tab to “Post Preview” which better describes what it does
Change description of late
New tabs and fields in location screen
Starting Number - Equity Payment
Rename Sales to Sales (Accounts Receivable) on Menu
Rename Purchasing to Purchasing (Accounts Payable) on Menu
Add a Module for Fixed assets into the starting numbers sequence
Expose function in server side to get user format selected
Remove the Sales Entity Contacts Menu
Add Hours Worked Manager and View in loading Framework components
Add an ISO Code column to the Country screen
Multi Currency changes - Add default rate type and Realized/Unrealized gain/loss in Multi currency setup
SM - Implement ToAggregateAsync version
Add "Generate Work Orders" in Tank Management Menu
Create a Signatures screen that can be used everywhere in i21
Add "Alternate Approver Groups" menu
License Genarator: Change the Location of Version field
Line of Business - Add drop down list for LOB segment from COA
Company level configuration to decide the display decimals for price and amount fields across i21
Add contract management in Origin Conversion
Change default order of the System Manager menu
Change default order of the Common Info menu
SM - Multi Currency changes - New store and API method
CLONE - Create an Approver Configuration screen to filter what an Approver can approve
Add Approver Configuration to the Common Info menu
Create Starting Number for Revalue Currency Transactions
Multi Currency - Changes to multi currency setup
Add Revalue Currency Menu in GL
Obsolete Season Reset > Sync Updates
Generate Work Orders
Be able to Change ownership from Customer owned to Company Owned
Do not auto increment Lease # until save
Lease Code To Be Required Field
Customer Button in Budget Calculation Screen
Billing To Customer and Frequency To Be Required
Generate Order > Add Pop-Up message when finalizing Orders
Obsolete Season Reset > Clock and Readings
Site > Move Customer Button to Customer Label
Obsolete Season Reset > Calculate 3 Year Summary Delivery History
Obsolete Season Reset > Lease Billing
Deliveries> Deliveries and Efficiency tabs (column additions)
Clock Reading Screen> Add an "Export" button
TM - Implement ToAggregateAsync version
Clock Reading > Prevent bad readings from being entered.
Convert TM Data from Origin to i21
Obsolete Season Reset > Import DD Readings from Origin
Transport Load Screen - Add Load No and Reference No
Receipt - Taxes based on Units are computed on "Qty to Receive" and not "Net"
WH - Implement ToAggregateAsync version

Enhancement

Add additional fields and information in Check Register
There should be hyper links in the process payments screen
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Contract inquiry issues
Contract Producer Combobox Should Only Display Producer and Vendor Entities to Prevent Voucher Error for Inventory Return
Provide a way to select multiple documents together
Around the field producer, provide a check box - Risk on Producer.
Contract Print - Add Price UOM and currency to contract print
Post slicing, if user changes the ports in the vessel tab, update the ports in shipping instructions as well
Provide a configuration to auto populate the end date in contract sequence
CLONE - Cost tab - Dont pick costs of the type "Basis" in inventory receipt screen , tab -charges and invoice
Create Hours Worked tab component
Retire the old CRM line of business screen
Not able to select Panel in the panel layout screen
CLONE - Ticket Management Splits - One split setup for both Customer and Vendors
add hyperlink to price group from entity
Add Service Charge to Entity Import
Entity > History > Exclude CF Trans
Energy Trac - Customer View modification for Prepaid Sales Tax
Add unrealized and realized gain or loss accounts to the General Ledger
Add the recurring column to the General Journal Search screen
For version 17.1 add running total to the GL detail grid and ensure it exports
Add standard export functions to recap export and export transaction in GL
Quick Search i21 Performance enhancement
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Rebuild inventory - item list not sorted, few improvements
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Relink category to the appropriate line of business
Stock Details - Add column Commodity
Allow user to associate sublocation with an item
Cost tab - Dont pick costs of the type "Basis" in inventory receipt screen , tab -charges and invoice
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
While saving load screen, validate the qty exists in contract
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Customer Equity table and Refund tables - round the refund amounts and equity to 2 decimal places
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Time Off Request UI Enhancements
Add Withheld Amount, Discount Amount in Voucher Grid
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Voucher print
Simplified Reporting > Put sort options back in report
Commodities for which "exchange traded" is not checked, should not appear in coverage /risk position inquiry
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Issues in Vendor exposure tab and dependent screens
Vendor Exposure issues
Check derivative screen and remove all independent screens(which are part of derivative screen) from the menu
Reconciliation screen - Dont show commodities which are not exchange traded
Include Source Transaction as a filter criteria in Customer Aging Detail and Customer Aging Report
HDTN-189209 - Tax group hierarchy change - Sales Invoice type Tank to use the site Tax group first
sales analysis report does not appear to have state in it
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Ticket Management - Load - select only Dispatched loads
Direct Ship Process
Add separate toolbar buttons for btnUnpost / btnUnpostPreview and rename btnRecap to btnPostPreview
Add Default Payment Method for CF Invoice
Update About screen to include Payroll Tax Version and general layout updates
Remove Lines of Business menu under CRM.
Multiple Invoice Scenario Sync Separately

Bug

Tax is calculated using default setup when there is no site tax group setup during posting
Bank Accounts - Cannot search bank account by bank account no, routing no
Banks - Cannot search bank account by routing no
Bank Account Register - Incorrect module displayed under system column
Bank Transfer - If reconciled, do not allow changes
Bank Account Register Not Loading-Performance Related
17.1 Dev build Failed
Error building 17.1 ssdt project
Contract Print - Basis Price not printing on printed form consistantly
Contract item field displaying contract items from discontinued status: -
Contract sequence grid - Futures Market information not showing
Processing Contract to IR - Incorrect Gross and Net Values were passed to IR
Need Plan Report Issue
if the PO Create feed fails then any subsequent changes in the contract should go to SAP as Added only instead of Modified
Future month is not defaulting when market is selected
Contract Sequence - Inventory Item UOM is wrong: -
Approval process - Approver not able to approve contract
Hyperlink to campaign does not reference the appropriate opportunity
Handle date format with NULL values on export
Dashboard Panel does not load
Invoice number not using energy trac starting number prefix (Energy Trac Integration)
Export Filters have duplicate entries on screen and in export file.
Entity Screen doesn't work well with view only access
Customer prepayment hyperlink from entity screen is not working
Time Zone should not be mandatory
License doesn't have attachment
Phone number is not displaying on employee grid
warning message popping up twice when creating new employee using Template
Succeeding scripts is not applying in the script project
While switching tabs in Search Screen after first time, grid is not refreshing
Issues while approving the contract
Filters is not working
Home Screen - Does not Refresh window from minimized state
Lost focus when data selected from Grid > Dropdown
Search Screen - When adding filters from Web API, group by column and totals for other numbercolumns which are not defined in Web API are hidden
Custom Tab - Values for additional custom fields added are not saving in the database
When you create an email for a contract you are not able to view the attached pdf
CLONE - Handle date format with NULL values on export
Grid with horizontal scrollbar, columns will misalign with editors.
Relationship error message coming while saving contract
Approval process not working in contract screen
Combobox - value does not clear upon removing selection
General Journal - console error clicking on number field on a dummy row
General Journal - Unable to Export PDF
Grid is doing lazy load even if it is already loaded, this is happening on new records
Quantity Field - display is a whole number and not what the user entered
Submit for approval message is not showing.
Screen lock - Screen is being locked while doing certain operations.
Item Search - In the item grid when you try to filter the grid by commodity or manufacturer not blank, it doesn’t filter out the blank lines.
onceApproved is null and not triggering Amendment
User is blank for certain transaction.
Approval related issue
Reports wont generate on 17.1
GL account hyperlink not working
When Trying to Open More than One Account in GL Account Detail, It Only Opens One Account
Error using Cross Reference to Import
Import cross reference
Performance imporvement pull category and group from the account search
Upon Tabbing out of the general ledger account search the application should select an account
Posting reversal GJ with foreign currency
17.1RC Publish Error
Account Group is being set to null when the import from Subledger is invoked.
HDTN-192595 - WHEN ENTERING JOURNAL ENTRIES SYSTEM BACKTABS
Posting history not properly grouped
Show discount schedule similar to ticket instead of showing intDiscountSchduleId in Storage
Discount Grades having blank Location should not update any Location.
No help screens for Discount Codes
Unable to add/create Jira tickets when using HTTPS protocol
Responses in Helpdesk Tickets are Saved As Garbage Text
Error while requesting getcrmkeywords
InstallFunction.exe is not marked for install
Migration SPs for Inventory Receipt were missing/not included in the Integration Project
Process - Status screen grid should have additional columns like contract/shipment number and actual message exchanged
Inbound Shipment feed from i21 to LSP - Missing Actual Ship Departure Date
Integration feed to LSPs - We should only send feed to LSPs associated with the Warehouse Vendor Ids
Inbound shipment delivery feed to SAP is missing volume tag for Tea
Stock feed - Quality inspection stock (INSME) and Blocked stock (SPEME) are not getting added to our stock total
Inbound delivery feed to LSPs - Forwarding agent segment is having vendor information
Print variance report is not excluding the matched quantity and variance is not displayed
Application is allowing to delete the posted Inventory count batch
Variance calculation is not proper in Inventory Count
Application should not allow to delete the Locked Inventory Count
Failed build 17.1.1228.23
Getting the error "Failed to process the lot number for PALLETCAP. It may have been used on a different sub-location or storage location" while staging a packing material
Order type - Purchase contract and source type "inbound delivery- Lot number is getting disabled
Purchase return - the price is incorrect
Improper field focus on opening inventory receipt screen
Inventory receipt - Replicating the lots is not copying the 'Stated Total Net' column contents
Grid, column names and the values dont match after hitting save
IR - Was able to create multiple duplicate vouchers and payments for one IR
CLONE - GL Account Field on Inventory CATEGORY Setup - Also the Field Does not Have an Account Format Mask
uspCTReceived sp is not called at the time of posting.
Transfer - In Transit Inbound does not show in Stock Status for Scale Transfer
Inventory return does not retain contract number from inventory screen
uspICAddItemReceipt - Validation issue for Cost UOM Id and Gross/Net UOM Id
uspICAdjustStockFromSAP Execution Error - The Adjust By Quantity is required
glrecaptab fires beforeshow infinitely.
Contract Items are not loading in Item->Setup->Contract Items Grid
Receipt - Transaction Currency is cleared on changing Vendor. Open POs and PCs does not show up
BOL does not show correct Ship From location
After doing a purchase return for one container, when user clicks on return on IR screen again, the returned container should not be listed in the inventory return screen
HDTN-194644 - Error 80002 severity 11 state 1
Inventory Receipt Console Error Upon Selecting an Item
Adjustment - UOM goes blank after selecting Sub Location
Implement In-Transit Costing on Stock Rebuild
Weight claim screen - Pending claims tab- franchise is not presented correctly
Weight claim- wrong data in voucher
Weight claim issues
Price and currency inconsistent
Shipping Instruction Feed Issue
Inbound shipment feed to LSP - staging table should have the warehouse vendor id
Load/ shipment schedule screen -Container type and number of container should populate from the sequence
Load Shipment - If Container No does not exist, Integration Request should not be allowed to make: -
Inbound delivery shipment feed - deleted containers are not getting recorded in the staging table
17.12.0223.242 Failed Deployment in QC Server RC 17.1
Inbound delivery shipment feed - sub location (L Plant) is not getting defaulted based on contract sequence
Yield view - Error message is displayed when trying to view yield for a work order
Process production - Required qty for packaging materials should always be a whole number, i.e., should be rounded off to the next higher number.
Yield view - Show quantity values up to 4 decimal places
Shift Activity - Error message displayed though From and To Date is valid.
FG Production - No data is loading in the screen
FG Production - Error message displayed when creating pallet
Release to Warehouse - Error message displayed in the console when releasing the pallet
Release to Warehouse - Thought the 'Print pallet slip' is checked, label is not displayed on releasing the pallet
FG Production - Data entered in 'Sch. comment' field is not being saved
Work Order - Invalid error message displayed while closing the work order
PP Produce - Validation message correction
Incorrect Line name is displayed in the validation message
WO editor - Incorrect qty is displayed in the Qty produced field.
WO Yield - WIP items is displayed in the Input section in the yield view screen
WO Consumption - When different UOM lot is consumed, when trying to reverse, error message is displayed
Transaction view - If an item is consumed by location, then the item is not displayed in the transaction view
Error message displayed while reversing consumption
WO Editor - Unable to close the work order after undoing the status from "Started" to "Released"
Incorrect value displayed in Weight per unit field when opening the PP produce screen.
Pallet Id is not starting with Category code
After moving partial qty of bond released lot becomes bond status
Actual yield is not correct for raw sugar sweeps
PP consume - Show qty upto 4 decimal places in process production consume and produce screen
WO management - Display Parent Lot ID and Special pallet ID as one of the columns in production tab
Shipping instruction is not showing in the pick list report
System shows incorrect weight in the inventory shipment staging screen
Bonded lot should not be listed under the lot selection in the consume screen
System is not allowing to consume rework item, it shows enough qty is not available
Incorrect yield percentage in the yield view
PP Produce - iGPS pallet field should be mandatory on below scenarios
Receive Life - Make item combo as optional
Work Order - Production Details Tab: Release All Button is missing
Placard Report: Adjust Size & Provide button to launch
Packing material is not moving to common staging area
System has to generate the task for full pallet qty for raw material staging instead of required qty
System is not picking the full Qty in the work order staging
Negative stock error while cycle count adjustment
System is not picking the correct iGPS pallet during the consumption
PP - Produce: No. of units should fill by default for all the items
System should not display wholesome image for all the report
System shows an error if line sample is not taking every 60 min
System should not allow to start a run if line sample fails
RMUsageByLot - Records should be grouped by LotID
Demand qty is not correct in the item plan report
WO Editor - Packaging item should be rounded off in the requied qty in recipe tab
Pallet label - Qty displayed in PP produce screen is different than what is displayed in pallet label
Data is not showing in the lot label for FG Item
Show decimal values upto 6 digits in process production screens
PP Produce - Incorrect production date is displayed
Cycle count - Though the prior work order is in NEW status, error message is displayed while starting the current cycle count
Work Order - Error while posting cycle count entries
Inventory view - Unable to update owner
When changing owner, System shows invalid message
WO - Quality Tab: After selecting a property, Line Chart is not loading
Inventory view - Owner name is not displaying in Lot details screen
iGPS Report issues
Month End reports - Records with incorrect palletids are displayed
Pallet Owner Report issues
iGPS pallet report issues
Production Report
Script Error on FOREIGN KEY constraint "FK_tblTFTaxCriteria_tblTFReportingComponent"
RC's Tax Criteria does not filter transactions correctly
SF-900 RC Preview Data .
Publish error : vyuTFGetTransaction - Invalid column 'ysnDeleted'
MF-360 RC Preview from TR new data was missing.
Console error after selecting a Customer in Issue Stock - Stock Details
Saving not working in Estate/Corporation with Console Error
Change Pay screen name to Equity Payment - Equity Details
Unable to delete Estate/Corporation entry - Estate/Corporation
Remove Fetch button - Process Dividend
Add space on Fiscal Year text - Adjustment Volume
Same refund data can be posted twice - Process Refund (Edge Case)
Fed Witholding % data not present in the Process Refund Screen
Less FWT data disappears after posting - Process Refund
Wrong data in the Fiscal Year Summary Tab - Process Refund
Debit and Credit amounts are not balanced - Process Refund
Unable to create Patronage Vouchers - Process Refund
Unable to Save Estate/Corporation
Unable to Post Issue Stock - Stock Details
Retired stock still displaying as open - Issue Stock
Category and Qty Available field should not be editable - Transfer Instruments (Volume Detail)
Fiscal Year and Category field should not be editable - Adjustment Volume
Patronage voucher can be deleted once voucher has been made (No user work around)
Change the text adjusted to transferred when transferring processed refund
Open CLearing & Open Clearing Detail reports not matching with AP Clearing account
Weight claim print not working
Footer is not recognized in the voucher prints
Issues with debit note print
Voucher created from Inventory return doesnt retain the contract reference
Knapp Oil Import Voucher Failed - Credit Card Rec records creating Payment records
CLONE - Vouchers Display List Showing Bank Account Encrypted
Error Processing 1099 E-File
CLONE - IR - Was able to create multiple duplicate vouchers and payments for one IR
Error while rebuilding SSDT
Weight claim print - :Landed weights is not computed correctly
Cost loaded in cost tab -contract , not able to process vouchers
When you process a transaction in a foreign currency the recap should reflect the rate in the debit and credit side of the transaction.
When you process a transaction in a foreign currency the GL transaction should reflect the functional currency
Sample Entry - Special character "&" in Sample Notes is throwing error message: -
Work Order value should fill for WIP Sample
Use Framework Date Time field in Sample Screens
Samples are not able to approve against Work Order.
Last Modified Column is not available in Test Result Grid
Pre-Shipment Sample is filling Sample Qty instead of Representing Qty
Use Framework Date Time field in Sample Screens
Result is not calculating when we enter number value in String Property
List Properties are not populating under Success / Failure Conditional Property
Template: Properties are not adding in the same order which is available in Test Screen
If min / max value is not available for numeric property, result should not display
Sample search screen is not showing all the samples
Number format was not applied in Footer Fields and percent sign was remove
Publish error on i21Database
Profit and Loss Feed - Staging table should have External ERP ID instead of iRely User Id
Single Grid manager filter is not working: -
Derivative Entry - Book and Sub-book removal is not saving: -
Invoice Print does not format number based on user format selected
Select All button selects all records rather than filtered records in Service Charge Invoice
Amount due should recalculate according to discount or interest in Receive Payment Detail
Allow to pass account on creating debit memo
Error on adding payment
Unable to update available discount upon debit memo/invoice creation
Allow to pass account on creating payment for payment method CF Invoice
Unable to process Inventory Shipment to Invoice from Shipment screen
Ability to drill down from invoice screen to CF transaction
Base Import - not using invoice numbers from import (Base Engineering Integration)
Use Warehouse as default location when importing from help desk billable hours
Error in deployment of scripts
Cannot post transaction
Tabbing from Item and Customer Combobox results to a console error
0 Totals for Balance Forward Statement
Apply credit message in invoice posting does not appear on first post click
Credits and prepayments are not showing in the tab to apply to invoice.
Unable to apply partial amount in prepayments and credits tab
Batch Printing > Letter > Show only valid letters to display in Letter combo box
Customer Aging Detail Report Issue
Prepaids not applying correctly to AR balances
Update warning message
Remove Hauler requirement for Transfer Out
Unable to create voucher from Direct Ship
Scale - Freight calculated is not considering UOM
Incorrect discount id pass from scale to storage
Half sheet scale ticket Issues
Cursor refocuses to Comments after entering Test weight
Half Sheet Ticket Print - Grade readings not printing decimals
Error while saving print sign off in Company Locations - Logistics tab
Email screen is not opening properly
User roles, control permissions, click on add button- error message pops up
Error on Module Dropdown of an item setup
Batch post parameter using "select all" or when all record is selected
Load / Shipment Schedules is missing in Portal Menu.
Unable to send an email without username and password credentials.
Site > Attach Device - Company Owned shows different customer.
Consumption Sites> Call Entry will not print
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