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changes.mady.by.user Marco Deligos

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New Version 9

changes.mady.by.user Beverly Dellosa

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titleRisk Management
Test DD/MM/YYYY format in Futures screens, related search screens
Daily Position inquiry- When the quality parameter present against an item then the filter is not happening in ownership change section
Failed to load data - Match Futures screen
In our demo system it appears that the derivative position is not displayed

 

 

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titleSales
Invoice Issue regarding Price and Total
HDTN-185185 Detail lines calculation changes when posting invoice.
Germany Address Format adding extra comma 
Incorrect grid total on Service Charge Recap
Price is not changing in Invoice when the uom is changed
Sales analysis report is running slow
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titleSystem Manager
Zip Codes Saved from Address Search are Missing Characters

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Enhancements

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titleCard Fueling
CSV/Mag Media Exports
Import Cards from CSV > Add Departments on the fly
NBS > Card File Export for multiple Pins
Customer Portal Access to Card Fueling Transactions
Customer Portal Access to Card Fueling Cards Accounts
Card Grid > Add new Fields for quick edit to grid
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titleCRM
You can not add a new activity from the activity window
when you add an activity to a campaign it does not show up in the activity search screen
When you create a new event the phone number and mobile does not go to the event
Create JIRA tab component
when you generate an opportunity from a lost sale it should add the direction
Include all activities that does not have Opportunity in conversion.
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titleEntity Management
API for Reports Archive
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titleFramework Components
we should be able to add jira issues to activities
we need the ability to add multiple activities at one time from any activity screen
Move and Include JIRA tab component to iRely Engine and binding configuration.
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titleHelp Desk
Allow the user to edit the due date of the ticket if it is not closed.
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titleInventory
Receipt - Inventory valuation to include DP & Basis receipts at Market Price & Futures Price+Contract Basis.
Receipt - Taxes based on Units are computed on "Qty to Receive" and not "Net"
Inventory Shipment - Transfer for the shipment was made before it
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titleMotor Fuel Tax
Deployment script should selectively overwrite or keep existing MFT setup
Ensure/Modify existing IN EDI process for SF401 Transports Return
Restrict who can select/deselect whether a Tax Authority is enabled
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titlePayroll
parker - needs to deduct lunch from employees who clock in / out and get debit/credits don't match when trying to post
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titlePurchasing AP
If receipt CostUOM is Null, default the cost calculation of voucher to receipt UOM
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titleReport Manager
Add Log Function in Direct Printing
Simplified Reporting > Put sort options back in report
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titleRisk Management
Assign Futures to Contracts- If we tick the include expired months in both the grid it is not loading the data
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titleSales
CLONE - HDTN-186710 - Committed values - Use Reserve stock instead
Origin AR Conversion - imported payments from origin are showing in undeposited Funds Grid
Invoice - Add Scale column to the list of available columns on the Invoice Details screen
HDTN-188028 - Statements are printing data in no logical order
Checkoff tax excluded from Invoice
Posting Grain Bank - Remove storage calculation
HDTN-189361 Add Reference field and ticket number from scale ticket screen
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titleScale
Ticket Entry - Distribution of Load does not apply to the contract on Manual Distribution screen.
Ticket Entry - Void manual ticket number tickets
Void ticket - Add option to Void a ticket even if it has not been Distributed
Ticket Entry - Voided ticket attached to a Load Schedule should return the load to an available status.
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titleSystem Manager
Company Locations > Required Cash Account
Include JIRA tab component in Loading Framework Components
License Generator - Change the number of admin to half the number of users.
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titleTank Management
Call Entries Search Grid > Add Column for Count of Open Work Orders
Fill Report > Showing closed contracts
Index Ticket Format > Show decimals to match Call Entry
Adjust TM based on AR-3772 changes
Generate Orders > Add Column for Count of Open Work Orders

Features

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titleCash Management
Only 1 bank account set up in i21 or 1 active bank make it a default
Encryption of Routing and account numbers
Bank File Formats - Date Format mm-dd-yyyy
Ability to reprint ACH Advise or Pay Stub
Bank recon is prioritizing the description as its payor over the name of the detailed grid
Record Description of GL Transaction Detail screen is redundant
There are two check registers. AP reports and CM reports.

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