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Feature
Consignment
Store Maintenance\Setup Screen Collect and Save Detailed pump data from the vFuelTotals File Create Table for Saving Messages Collect Methods of Payment Consignment System Settings Screen
Contract Management
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
CRM
[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
Entity Management
Addition of Consumption Sites to Customer Locations User to have classification to update Domestic and International payment information Add new Attributes for Trucks and Trailers Add Import Button to EFT/ACH Information.
Fixed Assets
Fixed Assets: Transfer fixed asset from one location to another Fixed Assets: Add ledger from gl to the fixed assets depreciation methods
Framework
HDTN-267834 - Upgrade Fullcalendar.js to version 5.9
FRD
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
GL / Cash Management
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
Grain
similar layout to contract columns remarks, standard defaults followed by alphabetical Create rounding factors table
Help Desk
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
Inventory
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
Logistics
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
Payroll
Audit Log for Update in Timecard Approval Add Supervisor Field to Timecard History HDTN-272273 - Import paycheck history for the year for Payroll go live
Purchasing AP
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
Risk Management
Add a check on the delete of derivative to ensure that a commission was not posted Short close contract positions showing in Risk position inquiry
Sales AR
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
Scale
Change split quantity decimals - limit to 4 decimals
Store
Add new "Subcategories" configuration and rename current Subcategory screen to Family & Class Store App > Encrypt Password Additional tab on Item Quick Entry Search screen for Vendor specific details Store App > Update Config
System Manager
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.
Tank Management
[Consumption Sites] Order's Price does not auto compute when entering order's desired qty. Connect Consumption Site with Customer Locations 22.1- Add Quantity and Price Overage Fields to Consumption Site Order
Transports
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
Vendor Rebates
HDTN-265359 - Import setup for Vendor Rebates Vendor Setup changes Rebate Program - Import Rate - Add Download Template button
Bug
API
HDTN-271715 - Item API import - Brand did not get import when template was edited.
BuyBacks
[Buybacks - Vendor Setup] - Make Schedule optional
Card Fueling
HDTN-275133 - CF Import Error HDTN-275998 - TE -CF Transaction posted but Posted flag not set
Consignment
Unable to Save Checkout Unable to Import Register CSV file Checkout - Internal Server Error
Contract Management
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
Entity Management
Vendor Account display issue in 98 Test The newly added/update Distribution Type was gone Showed double delete message in Consumption Sites
Fixed Assets
GAAP is not showing up in the 2nd line in the grid in FA screen
Framework
HDTN-247646 - Grid jumping with mouse scroll HDTN-271851 - PEN - Payroll Grid Issues (FOR #2) IDP - Projects are not matching the selected Company Configuration settings The user was not able to export data in Reserved Stock.
FRD
Performance issues on FRD Recalc of GL Balances Errors When editing column get the below error Drill down does not filter the ledger [FRD Report] - Drilldown in Details not Working
GL / Cash Management
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
Grain
HDTN-252734 - Settle Storage: Decimal precision from ticket to contract decimal discrepancies between Settle Storage and voucher.
Help Desk
HDTN-273403 - Unable to mark the "Reimbursable" checkbox in Time Tracking grid.
Inventory
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
Logistics
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
Motor Fuel Tax
Customer failed upgrade to 22.12.0412.952
Payroll
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
Purchasing AP
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
Quality
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
Report Manager
Issue with Customer Statement Report.
Risk Management
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
Sales AR
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
Scale
Error on Scale ticket distribution (Ticket) - Incorrect amount on invoice
Store
Store Import options are not opening Checkout screen does not display buttons on the left
System Manager
Batch number does not show current available batch MFT module is not displaying after we applied the license also Batch number does not show current available batch 22.1 - Can save duplicate Role of the same location 22.1 - Can save duplicate Role of the same location
Tank Management
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
Transports
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
Vendor Rebates
HDTN-270519 - Chevron API integration for Vendor Rebates - Rate format should be 6 decimal digits HDTN-260507 - VR vendor setup does not allow same data mapping to multiple customers [Vendor Rebates - Vendor Setup] - Make Schedule optional