- Created by Rizza Castillo Parajas, last modified on 08-15-2022
Feature
| Database table columns storing quantities need to go up to 20 decimals | |
| Handle Terminal Allocations as a standalone Contract | |
| AR - Contract detail entry - Add Tax Location override | |
| HDTN-261329 - Enhance contract sequence search screen to show FX related information | |
| Petro - Quantity at Header Level | |
| HDTN-273749 - Search Contracts - Cost tab to have cost name | |
| HDTN-274451 - Contract Status: To add allocated counterparty | |
| Add Location in Contract Search Screen |
| [Integration] Create Export to customer for Json Payload using OAuth 2.0 | |
| [CRM- Configure Integrations] Add Audit log | |
| When creating a new opportunity, when choosing a Line of Business (LOB), users should be able to choose from all the LOB list available | |
| CRM updating of fields and mapping |
| HDTN-267834 - Upgrade Fullcalendar.js to version 5.9 |
| Add ledger and currency to FRD Report designer | |
| [FRD Reports] - View only select 5 reports | |
| [FRD Report Hierarchy] - Archiving drill down | |
| Add recalc to the FRD generate Screen | |
| Pull obsolete date from segment table. | |
| Unnatural Accounts Debit and Credit diplay in Financials |
| add In-Transit Direct account category and use this account to post the transactions | |
| Add ledger to GL | |
| Add a configuration to set the percentage ownership and the company mapping | |
| Process Payments: Different Account Numbers in Check | |
| [Revalue Currency] - Remove 'All' option from revalue currency. | |
| [GL Revalue Currency] - The rate type will come from the default rate type for the module. | |
| [GL Account Details] - The amount should display at exchange Rate 1 | |
| Process Payment: ACH Format - Trailer tab Entry Hash (Tag 8) | |
| Process Payment: ACH Format - Batch Header Record (5) Added Company FEIN. | |
| Bank reconciliation: Changes to the fees pop up screen | |
| Bank File Format - Formatting description | |
| Balance Sheet GL account should be set for revalue | |
| Revaluation Currency: GL should be realized/not reversed | |
| Bank Reconciliation: Withdrawal and Deposit to clear as check | |
| Process Payment: ACH Format - PPD Entry Detail Record (6) | |
| Process Payment: ACH Format | |
| [General Ledger] - Amounts should be in standard | |
| Process Payment: ACH Format - File Header Record (1) | |
| Responsible Party Config: Rename Action* Name for Clarity |
| Add an overwrite tag for special pricing | |
| [Time Entry] Create Time Entry Approval | |
| [Time Entry-Import Billable Hours from Help Desk] Additional Tab to view active coworker issues within a time period | |
| [Time Entry] Audit logs | |
| [Time Entry] Create Period for Legacy Week | |
| [Time Entry] Editing of Submitted Time Entry | |
| [Time Entry- Coworker Goals] Add reports to on Coworker Goals screen | |
| [Time Entry] Add additional columns to Time Entry | |
| [Time Entry] Time Entry period - maintenance : Status should be closed for lapsed periods | |
| [Time Entry] Add the formula for the computation of actual utilization | |
| [Time entry- Coworker goal] Add ability to bulk import | |
| [Time Entry- Coworker Goal] Additional field 'Active' and 'Can view other coworker' | |
| [Time Entry] add a check to stop the billing process and fail if there are billable invoices with a zero dollar rate | |
| [Time Entry] Validate complete logged time before submission | |
| [Time Entry] Warning to save Time entries before Submitting for Approval | |
| [Time Entry- Coworker Goal] Add total budget for Fiscal year | |
| [Time Entry] Add a header within the summary pane for targets and actuals and add details in the appropriate header | |
| [Time Entry] Approver can edit time entries, tag if billable/not billable and approve on the time entry screen. | |
| Time entry synchronization | |
| [Time Entry] Computation of total logged hours should include Holiday hours | |
| [Time Entry- Import Billable from Help Desk] 'Select all' time entries that will be posted | |
| [HD features by Finance] When importing from billable, there should be an option to change invoice date | |
| [Time Entry] Default period view should be current week/period | |
| [Time Entry] Add total to the amount [FN] column | |
| [Time Entry- Coworker Goals] Commission and revenue account should display account number instead of description | |
| [Time Entry- Coworker Goals] Add additional fields to coworker goals (Commission/ Incentive rate, Commission/Incentive Type) | |
| [Time entry] Filter by Company and Project | |
| Apply customer special pricing in Help Desk | |
| [Time Entry periods] Warning and lockout periods should be editable | |
| [Time Entry- Time Entry periods] Create an audit logs tab | |
| [Time Entry- Coworker goal] Add [FN] to indicate that the amounts are in Functional currency. Also add total to budgeted hours | |
| [Time Entry] Rate Type column should automatically display what was set up in System manager | |
| [Tickets] Time tracking should mirror time entry 22.1 | |
| [Time Entry] Display dates from the selected period only | |
| [Time Entry- Import billable from help desk] Add 'currency' column and 'Total [FN]' | |
| [Time Entry] Forex rate for USD should be 1 | |
| [Time Entry] HD ticket field will not be a required field when logging holidays | |
| [Time Entry] Changes in Import Billable Hours from Helpdesk screen | |
| [Time Entry - coworker goal] Add duplicate button |
| Remove Family and Class from Item Location and add on Item Details | |
| Changes on Pricebook Import Template | |
| IC Changes for Texas Loading fee | |
| HDTN-261184 - Inventory Posting - G067 - Missing bags | |
| Add a freight location override to the Inventory item screen | |
| Add Subcategory field on Item Details | |
| Change label of API import for Item cost and Price with Effective date |
| Dispatcher should be able to select TM Orders in Load Scheduling | |
| Update Load Status after completing from Transport Load | |
| Create Load - Route Order and Optimize Load In | |
| Create Load Screen | |
| View List of Loads | |
| Add a new check box "Offer" in freight matrix - no functionality | |
| Hide Storage Location field if Trans. Used By is Transport Loads | |
| Changes in fields in Load Shipment Schedule Screen | |
| Addition of Consumption Sites in Load Scheduling Screen | |
| Create Load - Dispatch Load | |
| Changes in Carrier Shipment Order | |
| Need to show tank serial number when site is selected |
| Different account Numbers for Different companies for the same vendor. | |
| HDTN-272707 - CCM/Dealer credit card reward import does not have invoice numbers | |
| Add a line of business override | |
| Addition to Vendor Statement | |
| UAT1-030 Default Pay from bank account recorded on the company | |
| Add Column Location to Company Configuration | |
| 71A default setting in company config | |
| Enable Charging of Texas Loading Fee in Transports |
| HDTN-271166 - Tank Wagon - Fuel blending for winter treatment requirements. Date parameter changes | |
| Add AR Config for Scheduled Time to process credit card payments | |
| Add Ach information addition to web portal | |
| Portal Users: Add Ach to payment generation schedule | |
| Add user defined payment methods | |
| Create Company Config - Default Terms by Item and Pull Point | |
| AR Code Adjustments for Texas Loading/Delivery Fee integration | |
| Add a grid to company configuration showing pay to account similar to AP pay from account. | |
| Implement Terms Heirarchy - Invoice (created from Invoice screen) | |
| UAT1-031 Hierarchy for the Pay To Bank Account | |
| Add columns Currency & Location and make this default Pay to Bank Account for Customer screen | |
| Invoices from transport should be with Source Tank Delivery when Site is selected | |
| Account override for freight | |
| Need to add Warehouse Field to Customer Export File | |
| New set up for Sales Unit in transport Load - Handle Changes in AR invoice & GL | |
| Override of tax account when posting AR invoice should be applied | |
| AR invoice changes | |
| HDTN-273880 - Short truck require no price delivery invoice document - Add config in Customer screen |
| Change split quantity decimals - limit to 4 decimals |
| User should be able to view only AR Account and not All accounts. | |
| Add Tab Audit Log | |
| Add Column Account Category in the search. | |
| Add Eliminating Entries Menu | |
| Add AP Reserve Menu | |
| Update SubCategories screen to Family & Class on Store Menu | |
| Enable Charging of Texas Loading Fee in Transports | |
| Add "Coworker Hierarchy" menu under HelpDesk Maintenance | |
| IDP - Add a new Menu for "Add Project" | |
| Texas Loading Fee - Add AP clearing Account in Tax code screen | |
| License: Add Ability to license features/configs | |
| New Menu Items for Store Module (Consignment) | |
| Add the FEIN number to the company location screen | |
| Not inserting Audit log - error during saving logs | |
| Add user defined payment methods | |
| Add new Menu Copy Store in Store | |
| Add a realized gain/loss for GL | |
| [SM-MasterMenu]- Adding Rail Menu | |
| Add Fields to create Inter Company Transaction. |
| Separate Sales Unit for Distribution - Calculation using ratio in Receipts | |
| Best Buy API from Transports | |
| When creating a transport load - make sure you create intercompany entires | |
| Pass the intLoadDistributionDetailId to uspARProcessInvoices | |
| Update API to receive consumption sites and TM orders | |
| Separate Sales Unit for Distribution - Transport Screen Changes | |
| Separate Sales Unit for Distribution - New Configuration to be added | |
| Enable Charging of Texas Loading Fee in Transports | |
| Addition of Consumption Sites to Distribution Detail | |
| Add Invoice Source in Transports Search Screen | |
| Trucks Link in Transport load should be from Ship Via | |
| Default Tax group to NULL for Freight Only Loads - for Importing | |
| Default Tax group to NULL for Freight Only Loads | |
| Pass the intLoadDistributionDetailId to uspARProcessInvoices of freight and surcharges | |
| Implement Terms Heirarchy - Transport Deliveries |
Bug
| HDTN-271715 - Item API import - Brand did not get import when template was edited. |
| [Buybacks - Vendor Setup] - Make Schedule optional |
| HDTN-274132 - Pricing from Contract doesnt work when there are multiple sequences | |
| UAT1-082 HDTN-274285 - Price Fixation print for basis contract with no FX to show no fx details | |
| Contract - When select Storage Location getting error message | |
| HDTN-274247 - Print details not correct for priced contracts | |
| [Contract] - Quantity at Header Level in ON - Only the sequence related to unposted transport Load is updated | |
| [FX] Currency Pair Not Displaying for Priced Contract | |
| Total Budget Not Re-calculated When Basis And/Or Cash Price UOM is Changed | |
| Console error upon opening CT screen | |
| [Contract] - Insurance is listed twice in the Contracts Cost tab | |
| [Quality] Warning message when input Zero in Differential Above/Below Target | |
| Cannot Save Price Contracts Screen - FX is required. | |
| [Bank Loan/Line Activity Report] - Cancelled Contract Sequence Still Show in Report | |
| [Contract Sequence] - Incorrect No of Containers if UOM used is different | |
| Warning Message in Cash Flow Date | |
| [Trade Finance] - Approval Status Grid Column not added to Control Permission | |
| [Contract] - Futures Column is enabled for Pricing Type Ratio in Slice screen | |
| [Contract] - Quantity at Header Level in ON - Do not allow reopening of Contract if Applied Qty is already equal to Contracted Qty | |
| Contract Not Displaying in Ticket's Contract Selection | |
| [Contract] - Quantity at Header Level in ON - Do not allow Short Close | |
| [Contract Cost] - Incorrect amount for Percentage cost method | |
| Incorrect Qty in Contract Balance | |
| 22.1Prod - Duplicate Vendor column in Contract - Details screen | |
| [Contract] - With discrepancies on total for new sequence after slice | |
| [Contract] Warning does not prompt when selected commodity has only 1 item | |
| HDTN-272815 - Finance costs getting wiped off after triggering auto calculation of costs basis Inco term costs | |
| [Cash Flow - Contract] - Other Charge amount with percentage Cost Method is not included in the report when contract is still unpriced | |
| [Contract] Manually added costs were removed on save | |
| Contract Management - No Contract details is displayed in Details Grid upon clicking Pricing button | |
| Pricing Type in Contract Balance |
| GAAP is not showing up in the 2nd line in the grid in FA screen |
| GL Account Details is not loading | |
| Revalue Multi Currency: unable to post the reval for swap and cash management | |
| Fiscal Year: Unable to edit Income Summary | |
| Cash Swap: Swap Long bug | |
| [Bank Transfer] - User should be able to enlarge this screen. | |
| [GL Revalue Currency] - Fiscal year showing up multiple times in the drop down | |
| Bank Accounts: Record Issue | |
| [GL Retained Earnings] - computation Error | |
| Bank Transfer: Remove Currency from screen | |
| [Common Info] - Company is not appearing | |
| UAT1-025 Process Payment: Should show Invoice Number and not the voucher number | |
| Cash Swap: Swap long Transfer From details is not showing | |
| [Fiscal Year] - Error on Recalc | |
| [Search GL Account Details] - Failed to load | |
| Bank Deposit: Invalid Object Name | |
| [GL Revalue Currency] - Current forex rate should be pull from Currency Exchange Rate | |
| Bank Deposit: GL Accounts is not showing | |
| Bank Reconciliation: Add Fee Total are not equal | |
| Process Payment: Newly created Customer, Vendor and Employee are not showing in Prenote screen | |
| Unable to Select Item Account Id | |
| [GL Segment] - Internal Server Error show up upon saving | |
| Revalue Currency: Incorrect closed period message |
| HDTN-273403 - Unable to mark the "Reimbursable" checkbox in Time Tracking grid. |
| HDTN-274518 - Bank account filter not working in Trade fin tab in IR | |
| HDTN-274412 - Import Item UOM from Imports and Conversions in System manager not importing unit qty | |
| Unable to release a warrant | |
| HDTN-273153 - Import item cost with effective date showing wrong success message | |
| Inventory Receipt - Grid will load slow | |
| Customer failed upgrade to 22.1.0722.143 | |
| Can't access any module. Reload not working. | |
| HDTN-274085 - Inventory receipt created from load shipment not displaying lots/ Items initially | |
| HDTN-275147 - in 22.11.0713.24a Import items is not working | |
| Inventory Receipt - Warning Message is displayed upon clicking Save and/or Post button. | |
| Inventory Screen > Post Preview : Forex Rate Type is Blank | |
| Insurance Charges - Storage Location Field Displaying Duplicate Records | |
| Insurance Charges Not Generating Due to Both Company Locations have the same Storage Location Names | |
| Tax Details in Receipts is not displaying | |
| [Inventory Receipt - Unpost Preview] - GL entries for Texas Tax Fee not reflected |
| HDTN-273009 - Logistics module prints : Header not changing as per company location | |
| HDTN-273560 - Logistics module prints : Footer must be printed as per company location logo setup for footer | |
| HDTN-273006 - Logistics module docs print :Header Logo visibility issues | |
| HDTN-274030 - FX conversion missing/ incorrect in accounting postings for costs linked to outbound shipment | |
| UAT1-083 HDTN-274407 - Stock Sales: Incorrect Balance/ Available to sell quantities | |
| HDTN-274711 - Least Cost Routes are Stuck | |
| Failed on 22.1Prod upgrade | |
| HDTN-274516 - Transport Load Posting ERROR | |
| HDTN-275161 - Unable to create Logistics Shipment Order | |
| "Terminal" label is not changing to "Storage Location" when Location is selected. | |
| HDTN-274001 - Lots created not appearing in inventory view in Logistics | |
| HDTN-274298 - LS: LS amount and Posting amount differing when the contract has pricing to invoice conversion | |
| Failed deployment for New Company DB - LG | |
| Not Able to save the Allocations | |
| Load Shipment Schedule screen > Freight Terms disappears |
| Customer failed upgrade to 22.12.0412.952 |
| HDTN-275110 - Payroll approval days incorrect | |
| PR- Not inserting Audit log - error during saving logs | |
| The deleted Processed Timecard is still showing in the Process Pay Groups | |
| Created Paycheck does not show Post Preview information | |
| Doubled Edited On displayed on the updated timecard even it was updated only once | |
| No Logs for EARNING TAX |
| Error when creating purchase order - | |
| HDTN-274044 - Paid value coming in voucher even when payment is voided | |
| Add Location Override in GL Posting | |
| Customer failed update to 22.11.0712.21 | |
| HDTN-275144 - Missing Vendor Account No. Per Location Records | |
| Voucher - Cannot Post Voucher with Tax on Tax | |
| Cannot insert the value NULL into column dblTax table tblAPVoucherPayable | |
| Vendor Prepayment - Amount Paid gets negative value after voiding payment | |
| Basis Advance - Unable to submit for approval | |
| Voucher - Vendor Prepayment not submitting for approval | |
| Vendor screen - Unable to select Pay From Bank Account | |
| [Voucher Batch Entry] - Created voucher dblAverageExchangeRate is null | |
| Failed deployment for New Company DB - AP | |
| [Voucher Batch Entry] - Cannot post voucher batch entry | |
| Voucher - Unable to save voucher | |
| [Vendor] Unable to save | |
| Inbound Tax Report - Internal Server Error | |
| Payment screen - Imported payment with multiple voucher have incorrect details |
| HDTN-274520 - Duplicating a sample should not copy the received date | |
| HDTN-274283 - Issues with Contract Sample Monitoring report | |
| HDTN-273708: Sample Session - Showing duplicate samples while creating new session | |
| HDTN-273708: Sample Session - Cupping Form Print: Properties are duplicating under the cupping results section in the report | |
| HDTN-273708: Sample Mirroring - Link: While trying to manually link the sample, system shows duplicate samples | |
| HDTN-273708: Sample Mirroring - Link: Once it is manually linked with the new sample, system is not de-linking the existing sample reference | |
| HDTN-273708: Reports - Contract Sample Monitoring: Export feature is failing | |
| HDTN-274282 - Remove an option in Sample screen | |
| HDTN-273708: Sample Entry Print - Remove the company location details in report header | |
| HDTN-273708: Session Ranking - System should not allow to configure the same set of priority values in the same / another priority group | |
| HDTN-273708: Sample Session - Print Cupping Form: Not having an option to print the cupping form report for the selected sample | |
| HDTN-273708: Sample Mirroring - While duplicating the mirrored sample, related sample no reference is not getting reset | |
| [Quality] Deleting Quality Sample did not delete the details in Quality tab |
| Issue with Customer Statement Report. |
| Coverage Risk report - Ordering issue | |
| HDTN-274121 - Broker Reconciliation: Usability issues | |
| UAT1-085 Profit and loss analysis expand button does not work | |
| Cannot print risk position inquiry | |
| Position by Period Selection - "Failed to load the data" message appears when refreshing the screen | |
| Risk Position Inquiry - '(blank)' header column is showing | |
| Risk Management > Credit Line Config: Amounts entered are still said to be higher than the aggregated policy amount even when conversions are lower than the aggregated policy amount. | |
| M2M - Conversion issue | |
| Reconciliation Broker Statement - Import button is not working | |
| HDTN-274354- Futures 360 Screen taking too long to load - Performance Issue | |
| [Bank Loan/Line Activity Report] - Filtering date before contract sequence is deleted , contract is not displayed |
| Error trying to load Sales invoice via CSV | |
| Invoice Header to Change Based on Company Location | |
| HDTN-274516 - Transport Load Posting ERROR | |
| When Intra Company is checked, there is posting error in Transports | |
| Display of the aging where the amount wraps – set to 999,999.99 | |
| HDTN-274413 - Issues in Sales Invoice Print | |
| Texas Loading Fees - Double Entries | |
| Inter company freight transactions - ensure appropriate accounting | |
| Add surcharge revenue and expense account in company configuration | |
| HDTN-275846 - inventory issues (split loads between customer and bulk plant) | |
| Pass the surcharge and freight charge to invoice header | |
| HDTN-274800 - Customer Import Beginning AR Balances for Go Live - Unsuccessful Ship Via Not Found | |
| Error printing open item statement | |
| Unable to Post Invoice with Tax and Intra Location is Enabled | |
| Company or Location only when the option allows a single location entry is selected in the company config | |
| Service Charge: Report Header Due Date is incorrect | |
| Quote/Sales Order screen is not calculating taxes | |
| Receive Payment: Days Old value is incorrect | |
| Sales Order can't invoiced. | |
| Service Charge Report: Days Charged values are incorrect if Include Paid Invoice is checked | |
| Credit Memo no subtotal displayed. | |
| Unable to Post Checkout | |
| Inventory > Stock Details - In Transit Outbound does not revert back to 0.00 after posting the Invoice. | |
| Item No. in Terms by Item and Pull Point is not displaying | |
| Override Tax Group Status | |
| Transport Loads: Unable to post the transaction due to error "Invalid column name intLoadDistributionId" | |
| Unable to distribute load out ticket | |
| Tax Details in Distribution Detail is not displaying | |
| TR Load Posting Error: Cannot insert value Null into column 'intAccountId' | |
| [Search Invoice] No Invoice generated | |
| Unable to Post Transaction | |
| Receive Payments: Invalid column name | |
| Unable to Post/Batch Post CF Transactions Due to strCalculationMethod Column Size |
| HDTN-273327 - iRely Tank Management Module - Cancelling Dispatch Never Ends | |
| Incorrect Pricing Flowing Through TM Order | |
| HDTN-273317 - Unable to Add New Consumption Sites | |
| Virtual Meter - No Generated Credit Memo | |
| Successfully Imported Records are Not Showing in Grid | |
| Unable to Import File via Wesroc | |
| Site Location is not displaying after add TM Order |
| Freight Item not updated automatically when receiving from Mobile Billing App | |
| Set correct distribution units for Customer when the configuration "Allow different Units for Receipt and Distribution" is set to off | |
| Net and gross in transport load always display the net value in the mobile billing app when completing a pickup | |
| HDTN-274936 - customer error while inputting transport | |
| Pass the surcharge and freight charge to invoice header | |
| Not able to Post Transport Load with right settings of Units | |
| Upgrade to 22.122.0621.130 failed | |
| 22.1 - Inventory/General Ledger | |
| Tax Details in Receipts is not displaying | |
| Post TR Load Null Error - strType message display | |
| Tax Details in Distribution Detail is not displaying | |
| Unable to save new Transport Load | |
| 22.1 HDTN-275628 - common used inventory item says it is not stockable - after update | |
| TR Load - Location to Customer : Receipt Combo Freight should be the same |
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