- Created by Sridhar, last modified on 09-18-2018
Features
| Include Mobile Billing (API) at installer (18.3Dev branch) |
| Include Mobile Billing (API) at installer (18.3Dev branch) |
| Contract status- Need to display allocated contract number in the allocated section |
| Implement Adding of Customer on uspEMCreateEntityById |
| [Voucher import] IIF import does not raise duplicate warning |
| Mobile Billing Standardization and Optimization |
| Import Lien Holders from Excel |
| DPI - transactions details not displayed on inquiry by detail if transfer from other storages | |
| [Future 360] TC1 - Change initial margin logic | |
| Sourcing report - PPV Summary | |
| CLONE - New changes to Sourcing report | |
| TC-1 Provide an unpost button in Match screen | |
| Futures 360 - unrealized tab - show the broker column on the main screen by default |
| POS - Add an Pop up message | |
| POS - Add the Sales receipt number to invoice entry Screen | |
| POS - Sales Receipt - Adjustments to the sales receipt | |
| Tax Report Grid > Add CF Information to simplify reconciliations | |
| Credit card processing error is not descriptive enough to determine the problem | |
| POS - Return process change | |
| POS - Alternate UPC Codes | |
| Ticket entry message-POS - customer is requesting that the Ticket entry message pop up on POS entry | |
| POS - if customer is COD customer then Password protect the ability to process On account transactions | |
| Customer maintenance - Misc Tab | |
| AR setup - Add credit code override password | |
| POS - Tab order | |
| POS - If Require PO is checked - do not allow entry of transactions | |
| POS - login - Issues getting to the appropiate drawer | |
| POS - Add return to the printed receipt on a sales return | |
| POS - Please Reorder the end of day screen | |
| POS - Add help desk link to Point of sale screen |
| Ticket - default Ticket Type if Ticket Pool is opened from Load Out Ticket |
Enhancement
| Quoting Report > Format Changes | |
| Import Cards from CSU > No audit log record is showing on Cards | |
| Quoting > Performance | |
| CF Invoice > Statement Comment should not print if it is blank | |
| Import Cards from CSU > Add Network | |
| Import Petrovend > Add Field Mapping for Extended CSV file format | |
| Quoting > Taxes and Pricing Issues | |
| Generate Quotes > Add Check All Option | |
| Add a new field Oregon Facility Number to Site screen | |
| CF Invoice > Portal Remove Payment Column | |
| CF Batch Posting > Populate Name and Location columns | |
| Transaction > Add Hold by Card Option | |
| Transaction > Better Visibility to Duplicates | |
| Quotes > Clean-Up Issues | |
| Invalid Trans > Add Error messages to Invalid Transactions Grid | |
| Network Costs > Import from CFN add taxes to total network costs | |
| Quoting > AR SP Quote Tax Exempt Indicator | |
| Import CSU > Set Card Types on Updated Card Records | |
| CF Invoice > Monthly Fees not Calculating | |
| CF Invoice > Vehicle Card Labels to sort Single Cards Separately | |
| Import Trans > Set Network Billing Date properly | |
| Portal Trans > Add Missing information |
| [Grain Contract Print] - Add Other Charges to print | |
| Create a new CT sp to validate basis contract | |
| TC-1 Dont provide the message for add basis component when basis =0 or left blank | |
| TC-1 error while slicing | |
| M2M date in contract sequence should be made mandatory | |
| CLONE - Changes to Annual Operation Planning screen | |
| Grain Contract Print missing Commodity Decription |
| When importing ET invoices into i21, insert Ship Via |
| Storage Measurement Reading doesn't post | |
| Storage location ignoring product catagories | |
| Inventory Valuation - Drill down function does not work | |
| Storage Measurement Reading - Include in Rebuild Stock | |
| Storage Measurement Reading - Update hyperlink of Transaction Number to call SMR screen. | |
| Break-off uspICProcessToBill |
| Fields not Mandatory on Load Schedule |
| OH - Change the SP for some RCs from the Exporter Return (EX2) | |
| OR - Diesel Report Page 2 needs a Report Total | |
| OR - Gas Report RCs Excel export has a "no record" record | |
| OR - Gas Report page 2 Line 2 does not take Sch1's total | |
| OR - Change Gas Report calculations | |
| OR - Gas Report page 2 Line 7 adjustments | |
| OR - Add Invoice Number to 5BLK and 6BLK | |
| OR - Change how we retrieve Explanation for Diesel Report Schedules 5CRD and 6CRD | |
| OR - Change how 5CRD and 6CRD get values for 3 fields | |
| OR - Report 3 decimals for gallons on 5CRD and 6CRD | |
| OR - Oregon RC setup adjustment | |
| WA - Washington RC Setup adjustment | |
| Get Invoice Number when SI Source = Tank Delivery | |
| Remove coding from MFT-1206 |
| In Futures 360, filter by Broker is not working | |
| Derivative Entry Provide better error reporting when import fails | |
| New issues with coverage inquiry | |
| DPI- Open Storage should look at Maintain Storage history | |
| [DPI] Customer Storages - Opening balance not displayed correctly | |
| TC-1 sourcing report - UOM doesnt seem to work | |
| TC-1 Sourcing report - Book and sub book filter doesnt work | |
| [Future 360] TC-1 Export to excel numbers are stored in text format instead of number format | |
| [Match Derivatives] TC-1 Provide total for commissions in match screen | |
| [Match Derivatives] TC-1 - matched tab - next to transaction date also show filled date | |
| Option life cycle - Export to excel - formatting issues |
| POS - User should not be tied drawer and end of day - we should balance on til or drawer | |
| Credit Card Process Error - The token has expired | |
| Credit Card - Read merchant settings from Locations | |
| POS - End of Day - Adjustment to screen for Drawer changes | |
| AR Tax Exempt Calc > CF Quote Tax Exempt Indicator | |
| Calculate Service Charge > Reduce invoice balances by open credits are on account | |
| Invoice: Printing standard Invoice | |
| MCP Custom Transport Delivery Invoice not using the right Hazmat field | |
| Invoice: Consumption Site Price Adjustment not being used in tank Delivery Invoice Entry | |
| Portal Credit Card > Payment was Posted but was actually Declined by Vantiv |
| [Ticket] - Additional warning when voiding or changing entity on ticket | |
| Pick List Comments not printing on Scale Ticket | |
| Storage unit is not considering the product category | |
| Transaction Type Id for Ticket and Delivery Sheet | |
| Delivery Sheet - Ticket Fee is left aligned and is not shown with 2 decimals | |
| Driver not saving |
Bug
| CF Invoice > Update AR | |
| CF Invoice > Multi-select is not working in 18.3 | |
| CF Invoice > Fees displaying as a Date | |
| Quoting > Missing Site Groupings | |
| Quoting > Cancel Issues | |
| Generate Quotes > Close Button doesn't work | |
| Transaction > Duplicates Errors are not showing on Foreign Transactions | |
| Import PacPride CSU > Multiple Time Issues on Card for Different Customers | |
| CF Invoice > Miscellanous Description is not Printing | |
| CF Invoice > MPG displaying as a Date | |
| Transaction & Quote > Price is incorrect for Special Tax | |
| Quote > Portal has access to hidden columns | |
| CF - Linked Customers - Changing the company does not change the data | |
| Import Transaction > console error upon opening | |
| Number of Line Items in Invoice incorrect | |
| Generate Quote > Unable to generate | |
| CFN > Round Imported Taxes before calculating Net Price |
| No account assign for voucher item created from contract wash out. | |
| TC-1 wrong data import in i21 - Months moved ahead by a future month | |
| DTN Integration Not Working | |
| CT - TC-1 Blue screen appears after every few mins | |
| Contract Report SP optimization | |
| TC-1 Purchasing group is not loading automatically | |
| Contract Entry -Can't save sequence | |
| Slice doesn't calculate end date correctly | |
| Clean cost - when the voucher is created from the logistic inbound cost tab it is not showing the same in the clean cost | |
| Feed is not going for pricing type cash | |
| TC-1 AOP import error | |
| Contract while printing the set name should not show contract atlas and same with price fixation also | |
| HDTN-217591 - Thomason issue - Rolling basis contract from Sept 18 to Dec 18 |
| Terms indicated in Customer xml is from entity location | |
| Error received on Receive from Office - failed on tblMstBooking Master | |
| Tax exemptions are not being past to ET | |
| Special pricing Not flowing to ET | |
| Energy Trac - Export > All Drivers are getting an error when trying to transfer fuel | |
| [Import] - Other Invoice/s imported does not have tax value | |
| [Import] - Cannot import invoice (invalid column name 'intkey') |
| Document manager- price confirmation and contranct confirmation is not saving in respective folders when the url is https | |
| TC1 - DMS - Document Manager is not showing it in proper order | |
| Linked Customers - Changing the company does not change the data | |
| Connection hub doesn't ever connect | |
| Can't open tickets | |
| Portal Trans Grid > Saved View is not showing dates properly | |
| Blue screen pops up and forced to restart the application | |
| Company Configuration: Invoice email is not capturing the from email setup | |
| Portal My Company - Allows to Change Company with invalid company | |
| Login - Company drop down doesn't appear after logging out or logging in with invalid credentials | |
| Portal | My Company - Drop down does not show the complete list and doesn't have a scroll bar | |
| Unable to login origin users on RC build #30 | |
| POS Login: Unable to login to different location. |
| Carriage Return in Positive Pay | |
| Errors Loading GL Screen with One Account | |
| Amount disappearing on Recon | |
| Bank Reconciliation - negative deposit | |
| Reference Violation While Saving Account Group | |
| [Check] spaces in check stub if there are 10transactions | |
| 18.3 Build update error | |
| [Check] misalignment of CAD check | |
| [Check] USD spaces in check stub if there are 10 transactions |
| HDTN-216755 - pricing not showing correctly on settlement sheet | |
| Incorrect Ship From Information | |
| [Settle Storage] - contract Other Charge is adding to the Voucher instead of subtracting. | |
| No discount on settlement | |
| [Settle Storage] - Other Charge item is not being deducted from Voucher | |
| Storage statement SP need to be change to take effect of GRN-1026 | |
| Maintain Storage- Error when loading Maintain Storage with Delivery Sheet | |
| Discount Code - updating when Ticket is updated | |
| Net quantity in settlement report for contract line is wrong | |
| Settle Storage - Could not post | |
| Voucher > from Settle Storage - missing other charge | |
| Unit Discount amount was changed after clicked on Cumulative Discount |
| Stock Status screen showing stock twice | |
| Stock Details - Storage Location tab not showing negative stock | |
| Adjustment - Item Change not working | |
| Conversion - LB unit is not imported for grains | |
| Alternate UOM - short upc should drive long in alternate screen | |
| Item - Tank Management fields are missing for Bundles | |
| Inventory receipt- If vendor prepayment is existing for a contract then the IR is not allowing to unpost | |
| Stock details by location doesn't match stock details by unit | |
| Scale ticket: Transfer in Error : unable to create an inventory receipt. CLONE - | |
| SQL project build failed | |
| In Inventory receipt the Cost and Line Total value changes when select the storage location | |
| [Inventory Receipt] - Error message after clicking Post | |
| 18.3 RC - Cannot Open IR Screen | |
| Cannot distribute Load Out Scale Ticket |
| System should not allow a user to unlink containers if Containers are linked in i21 | |
| Vendor prepayment amount is getting changed while creating weight claim debit note | |
| While creating voucher from cost tab of load and shipment screen , the voucher is not showing the total amount | |
| Cannot modify Equipment type | |
| After Inventory transfer the new lot is not displaying in Pick lot |
| Batch Id is not setting the default value in the bag off screen | |
| Parent lot concatenating when user produces a pallet using the same lot number | |
| System is not showing merge transaction in the traceability diagram | |
| IS transactions on Traceability are not correct | |
| Lot Id sequence should start from supplied Parent id | |
| CLONE - Error while splitting a pallet - 'Item UOM is invalid or missing.' | |
| CLONE - Invoice - Auto Blending not working - Negative stock error | |
| Recall report | |
| When receive with past date, system creates lot code based on current date instead of past date | |
| System should display the parent lot of the destination unit when merge on move is true |
| Equity Import - Imports only the last record in csv |
| HDTN-216382 - Voucher posting picking the wrong tax rate | |
| Cannot Pay More Than Amount Due Error Message | |
| Prepay Reversals are showing the Opposite Effect to the Open Payables Report | |
| HDTN-217208 - Tax are not correct when voucher a load | |
| CLONE - Cannot receive against a partially processed PO for non-inventory items | |
| [Import Vouchers from Origin] - SQL Error when importing | |
| voucher- Vendor prepayment - If the contract have more than one container then that much times the load number is showing | |
| Linked Customers - Changing the company does not change the data of PO and Voucher search screens | |
| Voucher entry - Checkoff tax | |
| [Voucher]- "Pay to" is incorrect for a settlement of a delivery sheet with a split | |
| Adding Freight Payables to Voucher Adds Tax that Should Not Be There | |
| Error on installing 18.32.0914.309 | |
| [Voucher] - Error when clicking Pay button | |
| Voucher - IR (Freight Vendor) Distributed to a DP Contract is NOT showing in Add Payables screen | |
| Load Detail Reference is not saved on selecting load number in the vendor pre-payment | |
| [Import Voucher] - One time import of voucher fails | |
| [Voucher] - Cannot create voucher for 3rd party vendor | |
| Cannot distribute Load In Scale Ticket with split distribution | |
| 18.3 - In the Voucher Detail Search screen in the column Load # it is not displaying the data | |
| 18.3Dev - Error deployment |
| Position Report - DPR Price Risk Doesn't Account for Derivatives | |
| demo feedback - Wrong net position | |
| Contract drilldowns/ coverage inquiry - transaction date is showing start date instead of contract date . | |
| Option Life Cycle - Error in Exercise/Assign | |
| Derivative entry import is not not happening when there are more records . showing time out | |
| TC1 - coverage report not showing all futures months columns | |
| TC-1 sourcing report - wrong data in price without basis component column | |
| TC-1 Import file - wrong filled date was imported | |
| TC-1 Concerns in sourcing report | |
| TC-1 Coverage inquiry- as of date to look at filled date for derivatives | |
| TC-1 commissions not considered while matching | |
| TC-1 Derivative entry - after match screen opens using offset button - the offset check box should get unchecked | |
| Settlement price search screen - show records in descending order | |
| TC 1- Sourcing report - Make currency mandatory and add report currency column in the drilldowns | |
| TC-1 360 screen not working correctly for as of date | |
| TC-1 Futures 360 - matched tab - commissions shown without -ve sign , Net P&L goes wrong as well | |
| TC-1 Sourcing report - UOM conversion not working | |
| [Future 360] TC 1 - Dont show do you want to save message in inquiry screens | |
| Position Report - Pre- Crush Detail does not load | |
| All company configuration for Risk gone | |
| POsition Report - Crush position not loading in position report | |
| Error while saving derivative entry | |
| Inventory Receipt > From Ticket - Cost is wrong when valid Basis Entry is blank | |
| Position Detail - Vendor Position Warehouse receipt shows for other Entity | |
| Position Report - Sales Basis is not decreasing once invoiced | |
| Position Detail - Non - Licensed Storage is displaying licensed storage transaction | |
| Position Report - Vendor Position Does not display Data | |
| Position Detail - Data from view is not displayed properly | |
| Position Report - Vendor Position does not show non exchange traded commodity | |
| Position Detail - Sales in Transit is not displaying | |
| Brokerage Account - Is not loading existing data in the grid | |
| DPI - location should default to all | |
| [DPI] IR is missing on Obligation Change in Inquir By details. Company Obligation doesn't increase. | |
| Position Detail - Settlement - In House and On Storage after full settlement | |
| Position Detail - Delivery Sheet - Split Percentage will not display properly | |
| Position Detail - Transfer Storage is incorrectly displaying the In house and On Storage | |
| Position Detail - Drill down - Should show in ascending manner | |
| Position Detail - Sales In transit does not decrease once invoice is posted | |
| Position Detail - Available for Spot, Price Risk and Basis Risk is incorrect after creating a Load Ticket for Contract Sales Basis | |
| Position Detail - Sales Basis Deliver should decrease when IS's invoice has been posted | |
| Position Detail - Net Receivable is doubled | |
| Position Detail - Split distribution will not show Position Detail on Vendor Position | |
| Position Detail - AP $ and Qty will not display | |
| Position Detail - Price Risk, Basis Risk and Avail for Spot Sale do not match the Position Detail when filtered by Location | |
| Position Detail - Drill down for Contract is not opening | |
| Risk Merge Conflict | |
| [Derivative Entry] Cannot assign contracts to Derivative transactions | |
| Position Report - 18.1 Changes to fix in 18.3 | |
| Position Detail- Sales in Transit is incorrect |
| Sales Invoice Posting Issues | |
| Sales Order - Instructions tab - comments are staining - CLONE | |
| Allowing to save record in customer screen. | |
| [Sale A/R] - Errors in pulling the contract to the Sales order | |
| [Sale A/R] : Invoice - Quantity should have priced at $0.00 | |
| [Sale A/R: MCP-Sales order] : Selected contract number changing in error | |
| [Sales A/R : MCP Sales order] : Quantity changing in error | |
| [Sales A/R: MCP Sales order] ERROR : Internal Server Error | |
| Unable to Invoice Sales Orders - error message on log file | |
| [Sale A/R : MCP Sales - Invoice] - incorrect Quantity shipped | |
| Sales Analysis Report: Costing is incorrect if from Scale Outbound ticket | |
| [Sale A/R - Receive Payments] ERROR- Base amount are not equal. This needs data fix | |
| [Sale A/R: Contract] - Failed to update the Applied qty | |
| Invoice Screen: Shipped column is gone from default view | |
| POS - Selection of Cash Drawer allowed even without Location | |
| Customer Aging Report filters OR type is not working | |
| Sales Invoice > Post History and Unpost Preview is missing on Debit Memos | |
| Provisional invoice - While saving the already saved invoice it is showing error message | |
| POS - Can not enter userid into login for POS | |
| [Sale A/R : Sales order] Royalty qty is not being updated | |
| Invoice - Auto Blending not working - Negative stock error | |
| MCP Invoice format: Tax is doubled | |
| POS - Drawer Login - you should not be able to pick drawer before location is picked | |
| POS: Cash transaction | |
| Invoice: Cannot select site # when creating new Tank Delivery | |
| POS - Alternate UPC | |
| POS - Cash receipt report and End of day report errors | |
| Sales A/R : Customer with required PO# transactions are NOT WORKING | |
| POS : PO# is getting carried forward | |
| POS : Calculating Total wrong | |
| POS - Sales Receipt - Adjustments to the sales receipt | |
| CLONE - TR - Received Time Out error when posting or printing a TR Load | |
| HDTN-217990 - Getting and internal Server Error when using batch prining to send invoice to e-mail | |
| POS - End of Day - Multiple users | |
| POS - EOD Screen not correctly calculating totals | |
| POS- Switch Cashier | |
| Invoice - Unable to post a final invoice processed from provisional | |
| Invoice - Unable to post if 'Auto Apply Prepaids in Invoices' is checked | |
| [Sales Order-Invoice] Multiple lines are created and incorrect footer status | |
| Cannot distribute Sales Order Scale Ticket | |
| [Scales-Distribute] No duplicate line for overage quantity if set scale quantity exceeds contract quantity | |
| [Sales Order] Contract and sequence number was removed after selecting sequence number | |
| Invoice - Remaining qty from Inventory Shipment cannot be posted | |
| HDTN-216705 - Need Changes to the the Auto Apply Credit process | |
| Sales Order - Cannot create Sales Order with Contract | |
| Sales Order: Add-on quantity is not adjusting properly | |
| Invoice (created from washout) - incorrect GL entries | |
| [Quote-Save/Process] Unable to save or process preliminary quote | |
| Credit Memo > from Contract Washout - Incorrect GL entries shown in Post Preview | |
| Remove function of autopopulating contract when selecting item or change qty | |
| MCP Invoice: Wrong Tax | |
| [POS Receipt] Unable to print report | |
| [18.3 Prod SQL Script] - Build error | |
| [Invoice] Uneditable screen and displayed a console error message after adding an item in the grid | |
| Invoice: Error in saving invoice after changing item | |
| Sales Order - Unable to save a transaction, error message is displayed | |
| Error in saving Invoice | |
| Receive Payment - On unposting of credit card payment transaction, decline message is displayed | |
| Invoice - Price Field is Getting Incorrect Value for Special Price | |
| Receive Payment - Audit Log, Changed By displays customer name when paid thru credit card by portal user | |
| Receive Payment - Posting a credit card transaction voids it |
| Loads not showing up in Scale | |
| [Ticket] HDTN-216984 - Voided ticket won't print | |
| Lock Location to the Scale Station | |
| Wrong Calculation on Shrink | |
| Unable to distribute Scale ticket | |
| [Ticket Distribution] - Split ticket with freight, entity does not have correct units on IR | |
| Add commodity to Delivery Sheet Search grid | |
| Other cost item did not pass the accrue/price in IS | |
| [Ticket Entry] - Do not allow Scale Date change after save. | |
| Delivery Sheet - Decimal Discrepancy | |
| Unable to distribute load out ticket with contract destination weight/grade | |
| Import Ticket: Failing, error is encountered | |
| [Ticket] - Error when adding contracts to ticket | |
| Total Scheduled Qty cannot be less than zero | |
| Cannot enter Discount Readings from Delivery Sheet |
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