- Created by Cavinne Callado, last modified by Ars Galero on 03-15-2017
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 |
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 |
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 |
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 |
WH - Implement ToAggregateAsync version |
Enhancement
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 |
Not able to select Panel in the panel layout screen |
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 |
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 |
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 |
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 |
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 |
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. |
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