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titleWarehouse
Need Buffered store for Material NMFC

New Feature

 

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title Card Fueling
Networks - Add Items Tab

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titleCash Management
Reduce the checking accounts available for selection

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titleCommon Info
Ability to create a new company from the current company
Support for sub-currencies (US Cent)
Formulated Starting Numbers
Ability to deliberately lock my screen
Ability to register multiple companies
Please add a CRM menu option so that we can start to build out CRM
User defined folders in the Favorites menu
Can we get a button to test help desk email Settings.
For Consistency - remove the Create ticket from the menu
Add "CRM" to Company Configuration screen.

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titleContract Management
DP Contract Type
Event Matrix maintenance screen
Replicate button for sequence
Reassign Functionality
Contract Status (Purchase Contract & Sales Contract)
Unlimited Quantity Contracts
Prepaid button
Contract Sequence Futures field - Electronic Pricing
Demand Analysis - Development
Contract Sequence - FX tab - add new field (FX price UOM)
Clean Costs & Weights - populate on Clean Weights field from Inventory Receipt
Impact due to sub-currencies in Contract, Price Contract screen
Contract Header - Process button

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titleEntity Management
Create Group Entity
Entity Search Detail Grids
Entity Contact: Make the Time zone required
Setup security for customer portal - use Role
Import for Customer Entity Special Prices from CSV/Excel
Ship Via Entity > Add Tariff Type
Move the messages to the entity screen
Clarify verbiage in comments
Can we add the audit log to the EFT information on the Entity
Create Entity Search for customers under CRM Module
Add the custom fields tab to the entity contact.
Add fields to entity contact
Adjust contact screen
We would like to be able to create a list of Contact types for CRM
Contact list does not reference back to the entity thus it is not of much value
add attachments to the entity and the tax exemption tab and the entity
Add a link that would take a twitter account from Entity and send it to the twitter site for that id
Add the following fields to the customer import

 

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titleFramework
Global Search
Two-Step Verification
Recently Viewed
Search grid Group By with optional Totals per group
Combination sorting on grids search
Need Nested Grid Implementation
Provide drill down option for check box
Add functionality for search filter value or grid filter value to get value from a store or static store
Create User Portal to replace e-commerce module
Two Step Verification by email as an alternate to SMS
User-defined keyboard shortcuts
Add Calendar Control to Common Info to display system events
Custom JS Chart control working with i21
Add "Before Today" to the Grid Layout Filter list
Drag Cell in Search grid to automatically add a Filter
Provide SP to insert records to Reminders List

 

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titleFRD
Fill down feature
Create a Trial Balance by Primary Template
Create Balance Sheet by Primary Template
Create Income Statement by Primary
Create a rolling 12 month column per below
Can the COA remember where it was when it comes up
There is no more option on drill down - it just happens
When you have a beginning balance in the column you should hard code bot to the start date
Add tabs for rows and columns to the report builder
Create account type column and default based upon account type.
Validation for sum functions
Cant duplicate reports in report builder
Add a tab for Rows and columns

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titleGeneral Ledger
Temporary inactivate accounts for historic import
Add a reconciliation table
Should not be able to close a month with unposted transactions outstanding
Add Reallocation Detail

 

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titleGrain
Scale Operator entry on main scale screen...
calling uspRKGetElectonricPricignURL updates
Add monthly type storage charge type to storage calculations
add "recalculate" function to storage stored procedure
Use new print function changed by framework team in 15.4
QC Scale Items require update
Storage type needs to be reconfigured for messaging under save, updates for offsite
updates for getting real ticket number still has issues...

 

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titleHelp Desk
Create an activity screen from the help ticket screen
Add a new ticket search screen for "Activities" crm actions
Add due date and completed date to "activity" screen
Customer should not be a menu item it should be a hyperlink
Contact should be a hyperlink on project screen
Auto fill for customer not working in project screen
Rename project to opportunity and replicate in CRM menu
We need to be able to link quotes to opportunities and projects
Add Opportunity fields
Add hyperlinks to drill down on functional setup
Way to assign Agents to various Products.
Create a List of Sales Process status for the opportunity
Add the Overview tab to the opportunity
Rename Ticket to Activity in Opportunity screen
Items to add to opportunity search
Email Setup for HelpDesk and System should be consolidated with system manager email setup
Email Overrides for help desk
Change the "Project" to Opportunity in the search screen
Change internal sales person heading on the opportunity and project to sales person
Fix Link to customer screen on opportunity
Changes to the opportunity screen
Please link the Sales Pipe Status to the maintenance screen
In Activities add email options
Create Configuration panel for CRM
Create link on contact in opportunity search to contact info
Opportunity Validations
Due Date should be a Calendar control for selection
Activity Screen
Create an Line of Business For CRM
Add line of business to actity
Add a new entity from the entity search screen on activity,
Graphs and charts - Activity Summary by Sales Rep
Be able to add quote from opportunity
Pipeline forecast Chid (Chart +Grid)

 

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titleInventory
Receipt - Receive against transfer order
Bill Entry - Adjust the inventory costing when user change the cost of the item when billing.
Bill of Lading Print - print from Shipment screen
Inv Transfer - Detail tab for Search, include hyperlink to maintenance
Inv Adjustment - Detail tab for Search, include hyperlink to maintenance
After Changing the Lot's Item, application is not allowing to perform any transaction on that lot
Inventory receipt - other charges & invoice tab: Need to provide a column for selecting currency
Inventory Shipment - Allow user to select tracking # and containers in a popup screen. System should auto populate weight unit and warehouse selected in inbound shipment screen.
Show a static message on entering the received weight, if there is an underweight in inventory receipt screen
Impact due to sub-currencies in Receipt screen
Provide Long UPC,Vendor Number and Vendor Name in 'BufferedItemPricingView' Store
Add Export flag and Exported date fields in tblICInventoryReceiptItem table for ERP integration

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titleLogistics
Email Dispatch Info to Driver
Add Logistics module into Preference settings
Inventory Lots view - Afloat stock + Spot
Logistic Loads for Fuel customers needs to support multiple Items/Customers
Load information to present on Load schedule
Adjust the Carrier shipment Order to include Load Directions and Load Scheduling messages
Add reference to new Transport Load table in Logistics load table

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titleManufacturing
Blend Requirement - Check MRP
Blend Production - Auto Refresh of screen
Inventory View - Add buttons to open inventory transaction screens
Contamination Group - Development
Item Contamination - Development
Master Blend Sheet Report - Development
Master Blend Sheet Report with Price - Development
Blend Consolidation View - Development
Material Consumption Report - Development
production Summary View - Development
Downtime view - Development
Wastage Summary View - Development
Un-allocated Lots View - Development
Production Summary by Line View - Development
Production Summary by Date View - Development
Process Movement - Development
Efficiency Downtime Entry - Development
Efficiency Shift Activity - Development
Option to view Lot Reservation from Inventory View.
Schedule Maintenance - Development
Build cross contamination and backward scheduling for work orders
Material Requirement - Development
Finished Goods Forecast - Development
Yield Configuration - Development
Yield View - Development
Item Substitution View
Parent Lot Reservation
Simple Blend Production (Lot & Item Based)
Traceability for Contract, Inbound Shipment and Container
HDTN-176937 Add a total in Recipes
Forecast Buying Group - Development
Auto Blend Sheet Using Quality

 

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titlePayroll
Modifications for Time Off

 

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titlePurchasing
Add approvals to the purchase order screen.
Add 1099 configurations
1099 electronic filing
Import Credit Card Reconciliation Posted transactions into AP Bills
Can we add the post date to the AP detail grid search -
User should be able to capture the actual amount and system should calculate miscellaneous cost by subtracting contract cost and actual amount.
Add a field to capture FX rate in voucher screen
Prepayment should be allowed for a sequence. Currently it applies to the contract
Impact due to sub-currencies in Voucher screen

 

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titleQuality
Need fields like container number, ICO Marks, Warehouse in sample screen even before logistics information are captured
QualityTemplate: Display only control points for which ever the sample type is created

 

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titleReport Manager
Invalid column error when previewing a report using an XML as a datasource

 

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titleRisk Management
Program Basis Position Report
Match Futures Purchase and Sale – Show selected total lots in the bottom of the grid
Futures 360- Show commissions with -ve sign
Futures options transactions screen- Add 2 new fields first notice day and last trading date. They should be part of the grid and values should populate automatically when user selects the futures month

 

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titleSales
Sales Accruals
Customer Budget
SO - Pull from Recipe
Invoice - Recipe items
Import from Digital Dispatcher into i21 A/R Invoice
Item Tank Required Option
Add type "Debit Memo"
Duplicating Invoice
Limit Location Selections based on User Role Company Locations
Need Statement Comment Type
Implement Payment tab in Invoice Screen
Implement Payment tab in Sales Order Screen
Invoice amount has to be calculated based on net weight
Need ability to edit comments in sales documents
SO - Add Pick Ticket button to print pick ticket
HDTN-176900 - Need Customer Aging Report with detail, ie invoice and payments to balance to AR as of date

 

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titleStore
Retail Price adjustments Cab Feed Back

 

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titleTank Management
Add Attachments to Work Order screen
Energy Trac View for Tank Data

 

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titleTransports
Itemize Freight Surcharge on Customer Invoice
Integration Modules changes to new Transport Loads

 

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titleWarehouse
Warehouse Lite - new function to stage lots for kit pick list

 

Improvement

 

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titleCard Fueling
Import Accounts from CSV
Add Tax Rate to Transaction Tax Grid as second column
Add Remote Site record automatically when importing from CFN or PacPride
Move Tax Group to the Site Record in the Location Section

 

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titleCash Management
Next Check Number did not update after wasting a check
No drill down for Paycheck transactions
Deactivated Bank Account is still showing on the list
Modify generic error message when generating ACH file with incomplete EFT Information
Improvement on Undeposited Payments screen
Add a record number column
Add link to the vendor payee (hyper link)
Remove hyperlink (payee) in Miscellaneous Checks
Make the Identity type in Trailer Record tab working and count the check entry detail
Add Employee SS # field in Check Record tab of Bank File Format
Check Digit field should get the nine-digit of bank routing number
Add format for Type field in Bank File format
CM - Stop pre-loading of files after login
Add Check Date to Be Used in Bank File Format for PayRoll NACHA Files
Expose some fields in ACH Bank Format
Add Transaction Code type in ACH Check Record Tab

 

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titleCommon Info
Budget - menu name change, remove maintenance word
Remove Tax Master Group
Add date and time in tblSMActiveScreen for better idea of when the active screen becomes runaway sessions
Extend the Latitude and Longtitude: field decimal places to match the Consumption site screen.
Licensing: Notification on expiration
Warn user if browser is not Chrome
Approver without email.
Sales Tax Account and Purchase Tax Account should be mandatory fields in Tax Code screen
Enhance User Role to cater for Contacts
Warning message is missing
Add Location No in Company Location maintenance screen
Add Scale on list of modules for licensing
Add Field "Store Tax No. to Tax Code Screen
Login screen - Backspace key on Company field throws you out
Modify openScreen function or create a new method to open a search screen with filtered result.
Additional System Manager Module
Additional Statrting Number for CRM
Add phone number masking to the Country screen
CRM menu changes
Active Origin Screens panel should only require single click
Remove "Project Lists" menu under Help Desk
Remove "Email Setup" menu under Help Desk folder.
Additional CRM sub-menu - "Lines of Business".
Company Registration: Load the license details on load
CLONE - Need a way for default filters to be hidden on search screen
Add all CRM menus to Portal Access
Menus to remove from Help Desk Portal Access (admin)
Show User Role name on User Role drill down screen

 

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titleContract Management
Load Contracts Integration
Sequence Copy - Costs Tab
Farm ID
Duplicate button in contract header should copy sequence as well
Contract header buttons/hyperlinks
Association and Crop Year buttons
Easy Email from Contract
There need to be an attribute which will make Bag mark optional or mandatory.
Contract History - Hyperlink to transactions.
DP contract - add DP storage schedule
Contract Search Screen Hyperlink
Contract Grid - Add Applied column
Inventory Receipt - could not save or post transaction due to qty issue in Contract
Contract - Documentation tab
Cost Type - List Ship Via vendors for items marked with cost type freight.
Need fields like Contract Item Origin Id, Name & Item Origin Id, Name
Contract Management - Portal Access

 

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titleDashboard
View button is replaced by arrow down.
Remove Connection and version from Canned Panel search
Dashboard - Stop pre-loading of files after login.

 

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titleEntity Management
Add Payment Detail link in Vendor Maintenance History tab
Add Entity Origination Date
Consolidate the user preferences into the user profile
We need to add the tax id and the year to date activity for the vendor to this screen
Change naming on the vendor screen
Items that should be shown on vendor search
Add More information to Customer Group Search Grid
Search screen for vendor
Move some entity information off the customer and vendor screen and to the entity screen
Employee Last Hire Date field should be required
Current load Employee should not display in the Supervisors list
Add the Employee Title, Pay Period and Active column in Employee Entity Search screen
Vendor History - Change Bill No to Voucher No
If the Entity is a user, require email address on the default contact.
Update TM Budget Update to SP for Entity to Update Audit Trail
When you go to the entity screen you should have an export file as well as an import
Need additional field for CustomerBuffered store that will determine if the customer has budget setup
Include the approver in the result of emvendorcombo.
Additional columns for tblARCustomerBudget
Add fields on emvendorcombo
Add hyperlink on label
Add 'Purchase Order' in Approvals
Create stored procedure to create vendor.
Split creation - split number is unique by entity, not system wide
Show System Manager options on Preferences tab on load
Add Template button

 

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titleFramework
Cannot add Control Permission when codes are minified
Save Screen Size and Position
Sunset Old Search and add the floating ability to the New Search
User wants to be able to filter the grid only by records that are selected
Able to use gridcombobox as the filter value in search screen
We should be able to format totals with commas and to the number of decimals we want
Loading Performance Improvement on Search
Open a multi-tab search screen with a chosen active tab
Fix Delete Layout Validation Message
Automatically update unread comments/messages to "read" upon scrolling to that particular comment/message
Comments - Automatically add commenter as watcher
Alert Box - Should be able to move it around the screen
Open a multi-tab search screen with a chosen active tab via script
Way to add button to Floating Search
Need a way for default filters to be hidden on search screen
Add Link Function
Change Global Search Results to show as docked

 

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titleFRD
Focus the cursor in the start date when Custom Filter Type is selected
Add offset columns to assign dates - should be easier than current method.
Add the row and column associated with the report to the search screen
Print Each Account should be handled during conversion
Implement Offset Date for Balance Sheet, Income Statement and Cash Flow Template
PerTrial Balance Detail template Filter Types
Hidden option
Retained Earnings row with RE account drilldown numbers should match of TB and BS reports
Add a link to the row and column from the report builder search
Format mask for Income Statement and Balance Sheet
When you delete a budget all the lines must be deleted
Row Designer - fill down feature not working on Account Type
Change order of types in Filter Account Selection
Types should default the appropriate sign when selected in filter
Should be able to type column offset in lower or upper case and still select the item
Highlight Rows not included in the formula not working right on Sum formula
make Supress Zero work on Row Calculation row type
Report Template - GL Trends > RE Account type for Retained Earnings account
Report Template - Automatically set RE primary account with Account type = RE
add router for drill through screen

 

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titleGeneral Ledger
To display Irely Suite Cross Reference
Add beginning and ending balance Dollars and Units, if applicable in account id total section and report total of GL Account detail by ID Report
Change glactmst conversion from origin to i21
Adjustments to the recalc routine
Remove column from tblGLAccount Table
Make fiscal year creation easy
Audit Adjustment created in Foreign currency
Ensure that a multi currency transaction balances
You should be able to edit non-financial data on posted transactions
Add searches and maintenance screens
Link up the GL transaction entry screen
When closing a period I would like details on what data fields do
GL Account Detail Is not Zeroing Balances of Expense and Revenue Accounts at New Fiscal Year
HDTN-173218 - In balance GJ entry cannot be posted -- says "out of balance" - decimal place issue
Create Drill down link on Account ID in GL Journal Detail
Open Fiscal Year using Post Date Label in General Journal
Retained Earnings Account in GL Account Detail screen
Allow account ids except from AR, AP and Cash Account categories
Should not be able to close a month with unposted transactions outstanding - AR, AP, CM and Payroll
When you enter a transaction in foreign currency the exchange rate recovered is inaccurate

 

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titleGrain
Background Program - Get Weight
Add Direct Shipments to i21 Scale
add testing window to storage schedule maintenance for testing a schedule.
add framework audit to scale ticket, ticket pool and scale station settings screens
Unlimited Contracts - Scale
Transfer Out ticket needs to create in-transit inventory shipment
Buy DP storage and apply to open Purchase Contract, offsite dp to open sales contract
additional reversal abilities in storage maintenance...
Process Grain Storage
storage transfers use currency, handle properly
Unlimited Contracts - Storage
scale should issue temp ticket number before the drop list seelction
delete/void of tickets needs control
scale search must include status of the ticket
ship via giving error when blank... sql error
cannot allow monthly selection for storage calculations in 15.4
storage effective/termation date needs better use
track sub-location with storage tickets...
scale must create storage records with new fields in sp
rework how reference, truck and driver work
distribution screen updates for 15.4
update scale for new logistics detail records
Scale should use the SP from inventory to convert...
transfer in/out needs no distribution... should be removed for this type
eliminate duplicate entries in drop lists...
scales label should include the description
Scale - Update Receipt & Shipment Quality (Discount) Schedule field
contract "add" in manual distribution
storage schedules are returning all storage schedules to scale
auto assign and auto distribution must follow these rules
setting defaults in scale for discount schedule
GR - Stop pre-loading of files after login

 

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titleHelp Desk
Create Screen for Sales Pipe Status
Show Description in Module drop down on tickets
Rearrange Default Order of Module Drop Down, do not show app code
Ticket: Put the subject of the ticket on the screen header
Ticket: Reduce some buttons that can be removed
Default tab on Ticket Search
Ticket Search: Add a column 'Last comment by'
Ticket Search: Use display company name not the company code
Should be able to highlight and copy ticket responses
Include Product in the Tickets Grid
Helpdesk Users Have My Tickets Showing by Default, Should be Open Tickets

 

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titleInventory
Second receipt is a little difficult
Load Contracts - Inventory Receipt & Inventory Shipment
Receipt -> Other Charges - Add "Open Maintenance" option to the Context Menu
Add document type in the Contract documents configuration
Transfer - Audit, Comment & Attachment
Adjustment - Audit, Comment & Attachment
Inv Receipt - Should be able to receive PO or Contract from any location
Inv Shipment - Should be able to ship against SO/Contract from any location
INv Transfer - Add all header fields to search screen, include hyperlink to maintenance
Inv Adjustment - Add all header fields to search screen, include hyperlink to maintenance
Inv Transfer - Add Ownership type to transfer own or storage inventory
Inventory Receipt screen should bill by Quantity or Net
Rename 'Auto Negative' Account Category to 'Auto Variance'
Inventory Count Group > Remove Inventory Type Drop down.
Storage Measurement Reading - Add field 'Quality Schedule'
Receipt - Add field 'Quality Schedule'
Shipment - Add field 'Quality Schedule'
INv Count - Blank lines should not be posted
Create hyperlinks to Maintenance screens from all screens
Inv Receipt - Add No of pallets and unit.pallet in tblICLot table
Inv Receipt - Save Tax group, Tax Class, Tax Code, Rate, and calculated tax
Setup Items that are available to calculate per Unit Discounts in AR
Item -> Pricing - Show 6 decimal places for all price, amount or rate fields
Reports - Add hyperlinks to go to transaction screens
Receipt - Add 'Add Orders' button
Shipment - Add 'Add Orders' button
Receipt - Add button 'Replicate Balance Lots'
Inventory Shipment - Pick Lot is only for Sales Contract Order Type
Receipt -> Other Charges - Show Vendor Name instead of number
Menu and hyperlinks
Receipts - Should be able to receive in existing lots
Item -> Duplicating item should set costs to zero
Inv Adjustment - Rename label 'Quantity' to 'Available Qty'
Inv Receipt - Tax Details popup - Show 6 decimal for Tax rate
Inv Shipment - Allow direct entry of items for all order types
Receipt Search - Add Voucher tab
Category GL Accounts - Add Required Button Maintenance Sales for Software Type
Inv Receipt - Warn the user if cost is zero for a non Contract receipt
Receipt - Source Type should display for receipts created by Scale
Item Search - Add 4 tabs Location, Stock, Price and Lots
Inventory Shipment - other charges & invoice tab: Need to provide a column for selecting currency
Item -> Setup -> Manufacturing - Add 'Max Wgt per pack' field
Item & Category - Implement new Account No. control
Add Buying Group and Account Manager in Item configuration under Manufacturing additional set up
Do not show direct shipment containers in Inventory Receipt - Add Orders
Need Item's Origin Id and Name fields in BufferedCompactItem store

 

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titleLogistics
Stock Sales Improvements
Load Contract Functionality
Default values for Commodity, direct shipment in Inbound Shipments
Adding inbound shipment on 'Add Receipt' screen.
Add 3 fields on vyuLGDeliveryOpenPickLotDetails Add Order popup screen on Shipment

 

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titleManufacturing
Application should validate the Reserved Qty in Inventory transaction
Changes in Lot Label
FG Release should be based on Parent Lot
Traceability based on Parent lot
Handle Bulk items while kitting
Create a new attribute in process configuration to capture default transfer location
Show total required quantity and total picked quantity in pick list screen and report
Pick list - Show item which has quantity shortage in the pick list grid
Add version number in recipe tab of FG production screen
Show comments tab in Blend Management screen
Provide hyperlink for manufacturing cell and machine configuration in Blend management screen
Provide hyperlink for Process, Shift, Pull From (storage location) and Transfer to (storage location) configurations from Bag off screen
Provide hyperlink for Line, Calendar and work order from work order schedule screen
provide audit log tab for manufacturing process screen
Provide comments tab for recipe screen
Provide audit log tab for recipe screen
Provide hyperlink for item and process in recipe screen
Provide comments tab for manufacturing cell screen
Provide audit log tab for manufacturing cell screen
Provide comments tab in holiday calendar screen
Provide audit log tab in holiday calendar screen
Recipe - Need user entered recipe names
Blend Requirement: Item ID look up should display only blend items but i21 it is displayed all the items. It is intentional?
Blend Management: Blender Fill
Work Order Mangement - Provide hyperlink for Process, Item and Production line
Blend Demand - Provide hyperlink for Item Number in both demand and recipe grid
Blend Management - Provide hyperlink for Item Number
Blend Production - Provide hyperlink for Item number and production line
Kit Manager - Provide hyperlink for Item number, production line and pick number
Blend Sheet Approval - Provide hyperlink to Item Number and Production Line
Budget - Provide hyperlink for item
Use Max weight from item congfiuration (item->setup->Manufacturing) during consumption of packaging material
Drag & Drop, Reschedule in Schedule Chart

 

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titleNotes Receivable
NR - Stop pre-loading of files after login

 

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titlePatronage
Posting & Recap GL entries for Stock Issue, Retire and Void Retire

 

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titlePayroll
Implement Audit log on company preferences (PR only)
Add 'Update Employee Hours' toolbar button in Time Off Type screen
Show on Timecard if User is Logging In or Out
Display the Rate on Process Pay Group and allow editing
we need to add totals at the bottom of the paycheck screen so they can verify check run
941a Quarterly Federal Tax report
State Quarterly Wage and Tax Report
Quarterly SUI tax report
Quarterly FUI report
Add the Deduct From field in Deduction Types screen
Add masking on Bank Account Number displayed in ACH Remittance Advise report
Add Save Button to Process Pay Groups
Add Hour total per employee on Process Pay Group Screen

 

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titlePurchasing
Load Contracts - Purchase Order
Recurring Bill not post-able in Recurring transaction Batch Posting screen.
Contract Prepaid
When a user is setup with require approvals - restict the purchase order and bill screen
Add field to the bill entry screen
Payables has to go off the 'Add Receipt' list on saving of bill.
Voucher screen should bill by Quantity or Net
Add the unit of measure to the voucher line detail
Change the name on vendor prepayment detail from contract qty to contract bal
Changes on "Open Payables Detail" report.
Add the restricted flag from the prepaid credit to the detailed voucher search.
Order top to bottom for clarity of function
Can you add commas and decimals to financial amounts
We need to be able to print the 1099 form background so customers do not need preprinted forms
Remove message after posting voucher.
Add drill down links on vouchers screen.
Purchase Order - Move Contract Qty Before Ordered Column
Can you add the DTM Date - posting date to the selection Criteria on the Detailed payables report?
messages needs modification
Create server side validation to disable deleting processed PO.
Once the requires approval has been checked on a bill it should be allowed to uncheck
Add audit log on Pay Voucher Details.
Voucher - Prevent cost edit if attached to a contract.
Include GL account as option in filter criteria
Create Form 1096
PO - Detail Search tab - unable to filter by location
Disable unposting when ACH payment is committed.

 

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titleQuality
Origin in sampling screen should populate from item and not contract origin
Provide hyperlink for sample type, contract number, contract item, inventory item, container number, shipment number and lot number,

 

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titleReport Manager
Ability to set current user on "printed by" control
Apply cache functionality to improve the speed of report printing

 

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titleRisk Management
Live DPR - Drill down title

 

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titleSales
Print logo on reports
Code for Location Exemptions
Create Splits for SO
Check Credit Limit and Past Due when invoicing
Check Credit Limit in SO
Add Invoice Type to Special Pricing Hierarchy
Recurring changes
Recalculate Tax Based on 15.4 Adjustments
SO - Add 'Ship' button to process to Inv Shipment. 'Process' button will process to Invoice
Duplicate button in Invoice
Add Invoice Date and Post Date on Invoice Search Grid
Invoice should reduce In Transit Outbound stock if shipment is involved
Add column to invoice grid for Transport Type and Add Transport # to Document # Field
Implement Drill From Document #
BOL and PO need to pull into the invoice from SO
Sales Order & Quote screen - Display Customer name instead of ID
Consider Invoice Type when applying special price
Consider Customer Location when applying special tax
Pick Ticket Print from SO
Still need Aging Report until we have Group By for Grid
Add Provisional Invoice on comment maintenance | Invoice Type
Remove Special Pricing Message
Add "Current" to Customer Aging Detail Report and Statement Report
Add Consumption Site # and Description to Sales Analysis Grid as an Optional Field
Tank Management Tax Group and Sales Tax Override needs to be used for Tax Exemptions
Add Item and Item Category to the Tax Report
Discount Available, Discount Taken on Invoice
Customer Inquiry: link Budget Amount and Budget Month to entity setup
Tie Receive Payment Detail to Budget
Batch Posting Needs
Add Discount Amount field on SO and Quote
Audit log not invoked when posting or unposting
HDTN-174718 - 15.4 - Customer Aging Detail Grid
Get Maintenance Sales setup for software maintenance fees
Handle necessary fields for shipment items on a single view
Add back tax report into 15.4 like we had in 15.3
Invoice report: Increase size of price and totals
Combine Quoting into Sales Order
Maintenance Type implementation
When creating a Quote - way to auto populate Customer field based on received config.
HDTN-177052 BOL number is wrapping when too long on the printed invoice
Adjust Quote report to match the details on Quote screen

 

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titleScale
Create Half Sheet Ticket
Scale in DP (Price Later)
Scale - Ability to edit ticket after inventory receipt has been deleted.
distribution should review print requirements in scale station setup and print as indicated
Validation of manual screen in scale distribution needs updated - splits

 

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titleStore
Add Preview to Purge Promotions

 

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titleTank Management
Call Entry Implement i21 Tax Calcs
Attachments on Consumption Sites
Origin Conversion needs to put Degree Day Clock Readings into History
Delivery History in Descending Order By Default
Device > Add Duplicate Button on to speed up adding a Tanks in Mass
Assign Call Entry Order# on Save instead of Add
Generate Orders > Change Label to Generate instead of Search
Lease > Add Letter for Agreement
Lease > Add Print Agreement Value Option
Lease > Add Usage Evaluation Method
Generate Orders > Add Site Description
Update Recalculate Prices to only update Future Dated Transactions
Change the New Site from + icon to the word Add
Work Orders Search Grid > Add new fields
Tank Management Menu Re-Organizations
Consumption Site > Add Burn Rate to Delivery History Tab
Lease > Import Leases to have new agreement fields available

 

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titleTransports
Quote Search Grid Details
Impacting changes due to Logistics change
Disable the Post/unpost button so user clicks twice the posting/unposting does not trigger twice
Update Inventory Receipts to automate Freight Cost Allocations

 

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titleWarehouse
Provide an option for changing the Lot status in Handheld device