Page History
Accounts Payable | ||
| Improvement | ||
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| Implement COM-99 on AP screens | |
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| add date column on Batch posting > Detail field | |
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| Add Withheld and Discount columns |
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| Add Discount and Withheld amount on tblAPBill table. |
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| Attach a document to a vendor |
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| AP should use intEntityId to determine the user who creates the transaction (not intUserId) |
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| Void and Unpost Checks | |
| New Feature |
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| AP Transaction - Post Payables | |
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| Create Bill Entry screen | ||
Accounts Receivable | ||
| Improvement | ||
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| Customer Contact screen changes to allow Customer contacts to login to i21 |
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| AR should use intEntityId to determine the user who creates the transaction (not intUserId) |
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| AR changes to conform to new Entity schema |
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| Additional menu for Customer Portal menu permission. |
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| Show the password screen on Customer Contacts screen |
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| Rename "Tickets Assigned to Me" menu under Customer Portal folder. |
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| Loosen the Salesperson field requirement | |
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| Move "Create Ticket" menu on top of "Tickets" menu. |
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| Make Customer Contact screen modal | |
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| Customer Contact Integration | |
| New Feature |
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| Customer Maintenance - Setup Tab - Splits Tab |
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| Transports - Customer Freight X-Ref |
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| Additional Setup -> Contracts tab |
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| Integration with Origin: Customer Integration |
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| Integration with Origin: One time import and update of service charge |
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| Add Help Desk tab to Customer screen with default Product and Version number |
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| AR Company Preference |
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| Integration with Origin: One time import and update of Market Zone | ||
Cash Management | ||
| Improvement | ||
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| We should add location to the CM Bank transactions | |
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| The Bank Reconciliation Report takes a while to export | |
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| CM should use intEntityId to determine the user who creates the transaction (not intUserId) |
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| Void and Unpost Checks |
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| Check Voucher Middle report for A/P and CM |
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| Implement RPT-400 (Close print preview when closing the Print Verification screen) |
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| Implement RPT-401. Do not show report archive message on check reports. |
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| Do not allow unpost if Misc Check is already in the print spool table. | |
| New Feature |
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| Undeposited Fund feature |
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| Add a location to the cash management entry screen |
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E-commerce |
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| Improvement |
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| CP - |
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| i21 Help launched from Help button |
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| Create Petro pages |
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| User Setup for Customer Portal made easier | |
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| Validation on incorrect email address format | |
| New Feature |
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| Implement Customer Portal preference |
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Dashboard | ||
| Improvement | ||
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| Do not require ASP.Net MVC 4 installation on client API server. |
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| Automatically refresh and clear the grid layouts on the panel dashboard |
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| Notify Users that he has no access to create new Panel. |
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| Panel User List update message |
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| Connection Type not working for all tables in database |
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| Chart Panels are not working on SQL Server Connection | |
| New Feature |
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| Tool to import customer panels from iGuide Desktop and iGuide Web to i21 Dashboard | |
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| Additional Canned Panel - i21 Data Dictionary |
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Financial Report Designer | ||
| Improvement | ||
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| Total Calculation row is not computing correctly on Column Calculation column when Override Column Mask is used |
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| FRD - |
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| i21 Help launched from Help button |
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| Deleted Row(s) to sync automatically if is used by other columns | |
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| Debit Units and Credit Units |
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| FRD - Export to excel does not format correctly for negative values. |
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| Column validation in FRD | |
| New Feature |
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| FRD to save budget name on the column not at time of running the report | ||
General Ledger | ||
| Improvement | ||
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| Tab Sequence for grid in journal and recurring journal template forms |
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| Provide sample accounts for primary account (to build a sample chart of accounts) | |
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| Allow opening of Transaction Detail for the selected transaction only | |
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| Add message when imported Primary Account is already existing |
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| Close Import Primary Accounts screen automatically | |
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| Validate CSV schema on import | |
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| Change conversion of historical data to autopost - eliminate step of batch posting |
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| Do not allow modification of journal entries imported from subledger. |
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| Implement new requirements for record navigation when creating new record |
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| FY - validation that one of the FY records is set to Current |
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| GL Account Detail - Change Unposted column to "Posted" so it's consistent with other screens |
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| Add a "Created By" column to the Search General Journal screen. |
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| Starting Number auto-correct |
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| General ledger account creation - display of account name |
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| Insert a link to "Create Fiscal Year" before "Import Historical Journal" | |
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| Change transaction types 'Legacy Journal' and 'Adjusted Legacy Journal' to 'Origin Journal' and 'Adjusted Origin Journal' |
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| GL should use intEntityId to determine the user who creates the transaction (not intUserId) |
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| Change Open button to View | |
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| Use LumenWorks 3rd party control for Import/Export CSV | |
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| Copy details of previous row on Recurring Journal |
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| Allow manual adding of codes on Account Template screen | |
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| Allow manual adding of primary account codes in Account Template screen | |
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| Cannot drill down Adjusted Origin journals | |
| Legacy Requirement |
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| PT Drill down is not working in GL Transaction Detail | |
| New Feature |
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| Do not allow Manual Journal entries for Cash, AR, Payables, Sub Account Group and Undeposited Funds |
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| Provide sample segments |
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| Add GL Maintenance tab at GL Utility |
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| Interface G/L Entries to PeachTree/Sage 50 |
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Task
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HelpDesk | ||
| Improvement | ||
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| HD - i21 Help launched from Help button | |
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| Add editable box to Help Desk Details tab showing original description of ticket | |
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| Add Agent to attachments | |
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| create link between Help Desk and JIRA |
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| change Details option of Cancel and add Delete option |
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| Add Created Date/Time to Help Desk ticket screen |
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| Add Alternative Phone # to Help Desk ticket |
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| Add drop down option to be able to change Contact in Help Desk ticket |
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| auto-fill Agent and Date on Hours Worked tab in Help Desk ticket, extend description |
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| Changes to Notes tab in Help Desk - autofill fields and expand notes |
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| Add print option to Help Desk ticket | |
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| Changes name on Notes tab to "Internal Notes" |
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| Default Version and Product on creation of tickets from Customer Maintenance |
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| create default screen for Help Desk |
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| Add a JIRA URL field to the Help Desk Settings screen | |
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| Add a "JIRA Project" field to the Modules tab of the Products screen. This will be used to link the Modules to JIRA Projects |
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| Add Customer Contact button to the Ticket screen |
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| Received email for the customer does not tell significant information about the Ticket | |
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| Assign to should not change when changing the module |
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| To have default: Open Status |
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| change order of names appearing in Reporter |
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| tickets reported by me on customer side is not showing all |
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| when opening an attachment a blank screen appears. Eliminate blank screen |
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| Need to separate time stamp description with line breaks with import of tickets |
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| change script for Incident Type for Help Desk import |
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| Make Status read only on customer side when creating a ticket |
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| alignment is off when creating new ticket |
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| Eliminate Details box (send, save as draft, cancel) when creating new ticket |
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| Default Ticket Type to Support on new tickets |
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| Detach linked JIRA | |
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| Ticket Number: | |
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| move Create Ticket up to top of list |
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| Use User Name, instead of User ID for Assigned To: and Created By: | |
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| Customer login - move Create Ticket up to top of list | |
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| Add Itemid for Supported column of Products | Version field needed for automation |
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| Display User Name, instead of User ID when Assigning ticket to new user | |
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| Default Value in the Send Test Email | |
| New Feature |
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| Export Hours Worked | ||
Report Framework | ||
| Improvement | ||
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| Do not show the report archive message on certain reports like Check Reports. |
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| Changes on datasource should not clear the field list | |
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| Allow unique report name per module. | |
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| Allow multiple use of report company name | |
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| Allow duplicate report names but under a different report Group |
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| Handle SQL SP as datasource of sunbreport when doing direct print |
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| Can apply 2 datasource to a report |
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| Missing dummy row on Options Manager screen after screen reload |
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| Improve Cancel feature of TaskList | |
| New Feature |
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| Design Filter | |
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| Shift to different report |
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| Create reusable filter view. | |
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| Close the report preview from module code. | |
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| User notification if the Report being called from Menu doesn't exist |
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| Capability to override subreport and assign more than one report to a sub report control | |
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| Feature that allows user to assign multiple subreport to a subreport control and use it by condition | |
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| Allow selection of printer in the Direct Printing option. | |
| Task |
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| Add Unit Test |
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| Change app.ID to app.UserId | |
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| Implement changes from Search module (Breaking all RPT filtering) |
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| Update Report data for Help Desk. |
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| Use all "And" operators in report setting is not working | |
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| Reports ERD | |
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| Report Data Dictionary |
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| Point Reference to the resources\references path | |
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| Rename Server Side Projects | |
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| Hide Export and Import button on Report manager since its not yet implemented |
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| Change the approach for using Report Designer and Direct Printing | |
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| Create Report Designer Installer (for manual installation) | |
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| Research if there is a way to enclose the data source columns with square brackets []? | ||
Tank Management | ||
| Improvement | ||
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| Additional Details on Sync Failed Form | |
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| Implement the new Required field validation standard |
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| Email notification during Dispatch and Cancel Dispatch process | |
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| TM - i21 Help launched from Help button |
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| Obsolete Tank Size from Device Screen and Database | |
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| Budget Customer Amount Due does not show up for Petrolac Customers | |
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| Add the Print button on Close Reason, Work To Do Items, and Work Status screen |
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| Import TM For Delivery History | |
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| General Import TM Event History | |
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| Create Cobol Customer Key on tblTMCustomer |
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| General Conversion Improvements |
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| Conversion Error Logging Format |
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| Add TM Lease Starting Numbers to use in General Lease Import |
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| Add ability to Maintain TM Lease Starting Numbers | ||
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- [TM-953] - Move Product to be a separate line on the Consumption Site Screen to allow for longer descriptions
- [TM-965] - Location in Open Call Entries
- [TM-978] - Call Entry Implement i21 Tax Calcs
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