Accounts Payable
Improvement
- [AP-151] - Implement COM-99 on AP screens
- [AP-180] - add date column on Batch posting > Detail field
- [AP-261] - Add Withheld and Discount columns
- [AP-272] - Add Discount and Withheld amount on tblAPBill table.
- [AP-279] - Attach a document to a vendor
- [AP-318] - AP should use intEntityId to determine the user who creates the transaction (not intUserId)
- [AP-360] - Void and Unpost Checks
New Feature
Accounts Receivable
Improvement
- [AR-236] - Customer Contact screen changes to allow Customer contacts to login to i21
- [AR-237] - AR should use intEntityId to determine the user who creates the transaction (not intUserId)
- [AR-238] - AR changes to conform to new Entity schema
- [AR-259] - Additional menu for Customer Portal menu permission.
- [AR-270] - Show the password screen on Customer Contacts screen
- [AR-303] - Rename "Tickets Assigned to Me" menu under Customer Portal folder.
- [AR-337] - Loosen the Salesperson field requirement
- [AR-395] - Move "Create Ticket" menu on top of "Tickets" menu.
- [AR-400] - Make Customer Contact screen modal
- [AR-424] - Customer Contact Integration
New Feature
- [AR-37] - Customer Maintenance - Setup Tab - Splits Tab
- [AR-55] - Transports - Customer Freight X-Ref
- [AR-59] - Additional Setup -> Contracts tab
- [AR-75] - Integration with Origin: Customer Integration
- [AR-79] - Integration with Origin: One time import and update of service charge
- [AR-262] - Add Help Desk tab to Customer screen with default Product and Version number
- [AR-271] - AR Company Preference
- [AR-333] - Integration with Origin: One time import and update of Market Zone
Cash Management
Improvement
- [CM-249] - We should add location to the CM Bank transactions
- [CM-257] - The Bank Reconciliation Report takes a while to export
- [CM-288] - CM should use intEntityId to determine the user who creates the transaction (not intUserId)
- [CM-307] - Void and Unpost Checks
- [CM-311] - Check Voucher Middle report for A/P and CM
- [CM-314] - Implement RPT-400 (Close print preview when closing the Print Verification screen)
- [CM-316] - Implement RPT-401. Do not show report archive message on check reports.
- [CM-341] - Do not allow unpost if Misc Check is already in the print spool table.
New Feature
Ecommerce
Improvement
- [EC-54] - CP - i21 Help launched from Help button
- [EC-64] - Create Petro pages
- [EC-66] - User Setup for Customer Portal made easier
- [EC-103] - Validation on incorrect email address format
New Feature
- [EC-55] - Implement Customer Portal preference
DashBoard
Improvement
- [IG-131] - Do not require ASP.Net MVC 4 installation on client API server.
- [IG-303] - Automatically refresh and clear the grid layouts on the panel dashboard
- [IG-543] - Notify Users that he has no access to create new Panel.
- [IG-622] - Panel User List update message
- [IG-626] - Connection Type not working for all tables in database
- [IG-651] - Chart Panels are not working on SQL Server Connection
New Feature
- [IG-608] - Tool to import customer panels from iGuide Desktop and iGuide Web to i21 Dashboard
- [IG-670] - Additional Canned Panel - i21 Data Dictionary
Financial Report Designer
Improvement
- [FRD-157] - Total Calculation row is not computing correctly on Column Calculation column when Override Column Mask is used
- [FRD-162] - FRD - i21 Help launched from Help button
- [FRD-163] - Deleted Row(s) to sync automatically if is used by other columns
- [FRD-171] - Debit Units and Credit Units
- [FRD-190] - FRD - Export to excel does not format correctly for negative values.
- [FRD-191] - Column validation in FRD
New Feature
- [FRD-133] - FRD to save budget name on the column not at time of running the report
General Ledger
Improvement
- [FIN-89] - Tab Sequence for grid in journal and recurring journal template forms
- [FIN-646] - Provide sample accounts for primary account (to build a sample chart of accounts)
- [FIN-695] - Allow opening of Transaction Detail for the selected transaction only
- [FIN-757] - Add message when imported Primary Account is already existing
- [FIN-758] - Close Import Primary Accounts screen automatically
- [FIN-759] - Validate CSV schema on import
- [FIN-767] - Change conversion of historical data to autopost - eliminate step of batch posting
- [FIN-768] - Do not allow modification of journal entries imported from subledger.
- [FIN-793] - Implement new requirements for record navigation when creating new record
- [FIN-801] - FY - validation that one of the FY records is set to Current
- [FIN-815] - GL Account Detail - Change Unposted column to "Posted" so it's consistent with other screens
- [FIN-816] - Add a "Created By" column to the Search General Journal screen.
- [FIN-854] - Starting Number auto-correct
- [FIN-874] - General ledger account creation - display of account name
- [FIN-892] - Insert a link to "Create Fiscal Year" before "Import Historical Journal"
- [FIN-1000] - Change transaction types 'Legacy Journal' and 'Adjusted Legacy Journal' to 'Origin Journal' and 'Adjusted Origin Journal'
- [FIN-1006] - GL should use intEntityId to determine the user who creates the transaction (not intUserId)
- [FIN-1024] - Change Open button to View
- [FIN-1051] - Use LumenWorks 3rd party control for Import/Export CSV
- [FIN-1057] - Copy details of previous row on Recurring Journal
- [FIN-1067] - Allow manual adding of codes on Account Template screen
- [FIN-1068] - Allow manual adding of primary account codes in Account Template screen
- [FIN-1194] - Cannot drill down Adjusted Origin journals
Legacy Requirement
- [FIN-792] - PT Drill down is not working in GL Transaction Detail
New Feature
- [FIN-745] - Do not allow Manual Journal entries for Cash, AR, Payables, Sub Account Group and Undeposited Funds
- [FIN-746] - Provide sample segments
- [FIN-955] - Add GL Maintenance tab at GL Utility
- [FIN-1213] - Interface G/L Entries to PeachTree/Sage 50
Task
- [FIN-971] - Validate GL integration using coctlmst (coctl_gl)
- [FIN-1042] - Implement changes from Search module (Breaking all GL search screen and filtering)
- [FIN-1059] - Create default Account Structure and Segment Template script
- [FIN-1070] - Standard usage of tblGLDetail fields
- [FIN-1090] - Locked down Base Account Groups
- [FIN-1093] - Adjust Import Origin COA due to changes on Groups (Sales/COGS)
- [FIN-1120] - Updating is successful even if there are duplicated account groups
- [FIN-1122] - Import Historical Journal (use default currency if not use USD)
- [FIN-1125] - Add "System" checking on Default Account Groups deployment
- [FIN-1129] - Comment i21 Default Account Groups and Account Templates
- [FIN-1280] - Add extra precautions at adding of default account structure
HelpDesk
Improvement
- [HD-21] - HD - i21 Help launched from Help button
- [HD-37] - Add editable box to Help Desk Details tab showing original description of ticket
- [HD-48] - Add Agent to attachments
- [HD-63] - create link between Help Desk and JIRA
- [HD-72] - change Details option of Cancel and add Delete option
- [HD-73] - Add Created Date/Time to Help Desk ticket screen
- [HD-74] - Add Alternative Phone # to Help Desk ticket
- [HD-75] - Add drop down option to be able to change Contact in Help Desk ticket
- [HD-76] - auto-fill Agent and Date on Hours Worked tab in Help Desk ticket, extend description
- [HD-77] - Changes to Notes tab in Help Desk - autofill fields and expand notes
- [HD-78] - Add print option to Help Desk ticket
- [HD-79] - Changes name on Notes tab to "Internal Notes"
- [HD-81] - Default Version and Product on creation of tickets from Customer Maintenance
- [HD-82] - create default screen for Help Desk
- [HD-83] - Add a JIRA URL field to the Help Desk Settings screen
- [HD-84] - Add a "JIRA Project" field to the Modules tab of the Products screen. This will be used to link the Modules to JIRA Projects
- [HD-86] - Add Customer Contact button to the Ticket screen
- [HD-154] - Received email for the customer does not tell significant information about the Ticket
- [HD-189] - Assign to should not change when changing the module
- [HD-205] - To have default: Open Status
- [HD-217] - change order of names appearing in Reporter
- [HD-226] - tickets reported by me on customer side is not showing all
- [HD-227] - when opening an attachment a blank screen appears. Eliminate blank screen
- [HD-249] - Need to separate time stamp description with line breaks with import of tickets
- [HD-250] - change script for Incident Type for Help Desk import
- [HD-283] - Make Status read only on customer side when creating a ticket
- [HD-284] - alignment is off when creating new ticket
- [HD-285] - Eliminate Details box (send, save as draft, cancel) when creating new ticket
- [HD-286] - Default Ticket Type to Support on new tickets
- [HD-298] - Detach linked JIRA
- [HD-299] - Ticket Number:
- [HD-305] - move Create Ticket up to top of list
- [HD-307] - Use User Name, instead of User ID for Assigned To: and Created By:
- [HD-323] - Customer login - move Create Ticket up to top of list
- [HD-345] - Add Itemid for Supported column of Products | Version field needed for automation
- [HD-353] - Display User Name, instead of User ID when Assigning ticket to new user
- [HD-363] - Default Value in the Send Test Email
New Feature
- [HD-118] - Export Hours Worked
Report Framework
Improvement
- [RPT-401] - Do not show the report archive message on certain reports like Check Reports.
- [RPT-415] - Changes on datasource should not clear the field list
- [RPT-435] - Allow unique report name per module.
- [RPT-445] - Allow multiple use of report company name
- [RPT-448] - Allow duplicate report names but under a different report Group
- [RPT-454] - Handle SQL SP as datasource of sunbreport when doing direct print
- [RPT-508] - Can apply 2 datasource to a report
- [RPT-510] - Missing dummy row on Options Manager screen after screen reload
- [RPT-524] - Improve Cancel feature of TaskList
New Feature
- [RPT-16] - Design Filter
- [RPT-18] - Shift to different report
- [RPT-22] - Create reusable filter view.
- [RPT-400] - Close the report preview from module code.
- [RPT-419] - User notification if the Report being called from Menu doesn't exist
- [RPT-455] - Capability to override subreport and assign more than one report to a sub report control
- [RPT-456] - Feature that allows user to assign multiple subreport to a subreport control and use it by condition
- [RPT-474] - Allow selection of printer in the Direct Printing option.
Task
- [RPT-426] - Add Unit Test
- [RPT-431] - Change app.ID to app.UserId
- [RPT-440] - Implement changes from Search module (Breaking all RPT filtering)
- [RPT-442] - Update Report data for Help Desk.
- [RPT-449] - Use all "And" operators in report setting is not working
- [RPT-459] - Reports ERD
- [RPT-460] - Report Data Dictionary
- [RPT-472] - Point Reference to the resources\references path
- [RPT-473] - Rename Server Side Projects
- [RPT-478] - Hide Export and Import button on Report manager since its not yet implemented
- [RPT-488] - Change the approach for using Report Designer and Direct Printing
- [RPT-493] - Create Report Designer Installer (for manual installation)
- [RPT-535] - Research if there is a way to enclose the data source columns with square brackets []?
Tank Management
Improvement
- [TM-183] - Additional Details on Sync Failed Form
- [TM-437] - Implement the new Required field validation standard
- [TM-462] - Email notification during Dispatch and Cancel Dispatch process
- [TM-561] - TM - i21 Help launched from Help button
- [TM-573] - Obsolete Tank Size from Device Screen and Database
- [TM-641] - Budget Customer Amount Due does not show up for Petrolac Customers
- [TM-697] - Add the Print button on Close Reason, Work To Do Items, and Work Status screen
- [TM-899] - Import TM For Delivery History
- [TM-900] - General Import TM Event History
- [TM-901] - Create Cobol Customer Key on tblTMCustomer
- [TM-916] - General Conversion Improvements
- [TM-917] - Conversion Error Logging Format
- [TM-930] - Add TM Lease Starting Numbers to use in General Lease Import
- [TM-931] - Add ability to Maintain TM Lease Starting Numbers
- [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
New Feature
- [TM-832] - General Import Utility of Consumption Sites for New Customers
- [TM-833] - General Import Utility of Devices for New Customers
- [TM-834] - General Import Utility of Devices - Validation Error Logging
- [TM-835] - General Import Utility of Sites - Validation Error Logging
- [TM-911] - Import Leases
Overview
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