You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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

  • [AP-9] - AP Transaction - Post Payables
  • [AP-327] - Create Bill Entry screen

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

  • [CM-30] - Undeposited Fund feature
  • [CM-245] - Add a location to the cash management entry screen


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






  • No labels