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Feature
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Bank Transfer - Remove Type field | | ||||||||||||
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Pricing a contract sequence must also update inventory | |||||||||||||
CT- Rename Sublocation and Storage Location | |||||||||||||
Contract Brokerage Screen Design | |||||||||||||
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Add the create date to the Opportunities search so that we can search opportunities by Create date | |||||||||||||
Add count of Activities ,Contracts and Quotes that are associated with the opportunity | |||||||||||||
Add a list of modules that the customer is using | |||||||||||||
Lost revenue report to add generate campaign | |||||||||||||
Add the email to the activity so that you can click and one step integrate to outlook | |||||||||||||
Add entity type to the | |||||||||||||
When the status of the opportunity is closed you should be able to still edit the win loss information. | |||||||||||||
On the opportunity search screen can we add the breatkout of Software vs maintenance vs other | |||||||||||||
Opportunity > Add Creation Date | |||||||||||||
When exporting we should call everything report not export | |||||||||||||
Standardize Gridcombobox to eliminate caching | |||||||||||||
Lost Revenue Report - Add campaign selection | |||||||||||||
Entity - required fields - dont require terms on prospect | |||||||||||||
Opportunity - Entity creation - New is not visble | |||||||||||||
Campaign - Contacts - Add none to the list of possible repsonses | |||||||||||||
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DASH - Standardize Gridcombobox to eliminate caching | |||||||||||||
Panel footer does not reflect on export file | |||||||||||||
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CCR - Standardize Gridcombobox to eliminate caching | |||||||||||||
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ET - Standardize Gridcombobox to eliminate caching | |||||||||||||
Table for storing truck GPS coordinates for real time positioning | |||||||||||||
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Allow negative earnings codes | |||||||||||||
Create New Entity - The Company/Person should be a dropdown, Default to company | |||||||||||||
CLONE - Entity - required fields - dont require terms on prospect | |||||||||||||
Add Shift Differential Earning Calculation Type | |||||||||||||
Entity creation - Add location to the find duplicates screen for quick entry of prospect or any entity from find duplicates | |||||||||||||
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Simultaneous Users on Posted Record | |||||||||||||
Disable paging on server side level when page size 0. | |||||||||||||
Comments screen improvements | |||||||||||||
Prevent Search grids from automatically reloading every time they are activated (performance enhancement) | |||||||||||||
Add Export list function on transactional Grids | |||||||||||||
When filter is applied to a maintenance grid, the records must be filtered out immediately. | |||||||||||||
Time Off Request > Add Loading/Waiting screen during submitting/approving of records | |||||||||||||
Allow font size change in letters | |||||||||||||
CLONE - Unable to open multiple activities | |||||||||||||
Do not display extra zeroes in the number field when the value is a whole number. | |||||||||||||
CLONE - Need to be able to add multiple resources to an Activity | |||||||||||||
When exporting to excel from the GL Detail - respect a format | |||||||||||||
Enhance Reporting from Search screens | |||||||||||||
CLONE - Create an opportunity from an activity | |||||||||||||
Prevent the Combo Box from dropping down when you start to type and only drop when you press enter or click the drop down arrow | |||||||||||||
Select Email screen - Move the "Add to To:", "Add to Cc:" and "Add to Bcc:" to the screens toolbar menu | |||||||||||||
CLONE - Add the email to the activity so that you can click and one step integrate to outlook | |||||||||||||
Calendar Control - does not select date on double click. | |||||||||||||
Add a Button or Checkbox to turn on Totals in all the Search grids | |||||||||||||
Create a Report Translation component/tab | |||||||||||||
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Add Variance Calculation Type to Column Calculation | |||||||||||||
Add the archive list to the Financial Report Builder as a tab | |||||||||||||
FRD - Add defaults to the columns so they print correctly | |||||||||||||
Add columns to the Report Builder screen | |||||||||||||
Row is replaced by drag and drop not inserted between rows | |||||||||||||
Speed of Reports - Auto Archive etc | |||||||||||||
Running the change report when no changes are present | |||||||||||||
Add row type to the search for reports | |||||||||||||
When you drill down on a group of accounts it does not filter out zero accounts | |||||||||||||
Variance calculation | |||||||||||||
Standardize Gridcombobox to eliminate caching | |||||||||||||
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HDTN-162936 - Unable to use clone account for multi-segment structure. | |||||||||||||
GL Difference in GL Account Detail screen | |||||||||||||
add an error check to the gl import | |||||||||||||
Multi Currency changes - Journal - DB View for Revalue screen | |||||||||||||
GL- When exporting we should call everything report not export | |||||||||||||
GL Detail screen - Remove Audit Record column | |||||||||||||
Add the foreign currency that a transaction took place in to the GL Detail | |||||||||||||
Add ysnExported, dtmExportedDate fields in tblGLDetail table | |||||||||||||
Segment accounts Performance | |||||||||||||
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GRN - Standardize Gridcombobox to eliminate caching | |||||||||||||
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Remove username and id column from the 'Assign Ticket' screen | |||||||||||||
Rename Jira buttons | |||||||||||||
When exporting we should call everything report not export | |||||||||||||
Standardize Gridcombobox to eliminate caching | |||||||||||||
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Receipt - Receive against transfer order | |||||||||||||
Convert Simple Combo Box Fields to Grid Type Combo Box Fields | |||||||||||||
Add intParentLotID in tblICStockReservation | |||||||||||||
Receipt - Other Charges to have setup for AP Clearing account and book gl | |||||||||||||
Inv Receipt - Posting changes for currency field in other charges | |||||||||||||
Shipment - Posting changes for currency field in Other Charges | |||||||||||||
Inventory Count> Hyperlinks to Maintenance | |||||||||||||
Add Haz Mat Messaging for ET to Inventory | |||||||||||||
Item Messages for Energy Trac | |||||||||||||
Implement Starting Numbers: ‘Use Location’ | |||||||||||||
ET View - Item Messages | |||||||||||||
Item - Do not allow duplication of UPC | |||||||||||||
Need a buffered store for all fields on Item --> Setup --> Motor Fuel Tax tab | |||||||||||||
Receipt - Add the unit of measure to the voucher screen in inventory recipt | |||||||||||||
Receipt - Add a drill from the inventory receipt to the purchase order | |||||||||||||
Item - Add a flag on the item to determine if it is scaleable or not | |||||||||||||
Rename Sublocation and Storage Location | |||||||||||||
Performance Guidelines Phase 2 | |||||||||||||
Receipt - Add 'Last Free Whse Date' data field in IR screen header | |||||||||||||
Receipt - In IR screen, show the weight loss percentage next to actual net weight loss field | |||||||||||||
Receipt - Add total lots weight next to total item weight (gross and net) | |||||||||||||
Receipt - Provide 'Fetch Costs from Contracts' button in the IR screen. | |||||||||||||
Import Utility - Change button to check box | |||||||||||||
Move "Wgt or Vol Gain/Loss" to the summary panel. | |||||||||||||
Stock Details - Remove Consigned Sales column | |||||||||||||
Include the description of account of item gl account. | |||||||||||||
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Provide Move Up / Move Down button in Sequence tab of LCR screen, Enable truck capacity field | |||||||||||||
LG - Standardize Gridcombobox to eliminate caching | |||||||||||||
Load Schedule - Add Cancel button | |||||||||||||
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Option to export to Excel with multiple sheets through iProcess | |||||||||||||
Standardize Gridcombobox to eliminate caching | |||||||||||||
CLONE - When exporting we should call everything report not export | |||||||||||||
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Implement Inactive Customer Location | |||||||||||||
MB - When exporting we should call everything report not export | |||||||||||||
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Complete Other Criteria tab of RC Screen | |||||||||||||
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Add Currency and Quantity Numeric Type - Patronage | |||||||||||||
Standardize Gridcombobox to eliminate caching - Patronage | |||||||||||||
Volume Detail - Add Refresh button | |||||||||||||
Equity Payment - move Unprocess button, show Pay tab as default | |||||||||||||
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More control on "Update Employee" button on Deductions, Taxes, Earnings etc | |||||||||||||
Employee Change Log | |||||||||||||
PR - Standardize Gridcombobox to eliminate caching | |||||||||||||
Timecard - defaults | |||||||||||||
Need to have the ability to add an earning line in Process paygroups | |||||||||||||
add grid to Time Off Request and Time Off Approval Screens | |||||||||||||
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Creating Debit Memo from a Bill | |||||||||||||
Vendor return | |||||||||||||
Voucher allowing posting of restricted category - in this case Cash Account | |||||||||||||
Open Clearing report - should list other charges | |||||||||||||
Add Payables - Did not show IR with Item, Premium and Discounts | |||||||||||||
Multi Currency changes - Add the currency to the drop down for selection of bank account | |||||||||||||
Pay Voucher details lookup - Add payment method to payment detail lookup | |||||||||||||
Purchase order Detail grid- Add qty to receive to purchase order detail grid | |||||||||||||
Add Contract Number column in Voucher Detail search grid | |||||||||||||
When you chage the date you have to get new exchange rates and recalculate | |||||||||||||
Add ysnExported, dtmExportedDate fields in tblAPBill table | |||||||||||||
Remove header logo and address, move the document title to center, move 'as of date' to right side in line with title | |||||||||||||
Voucher - Add Purchase Order to the Voucher detail Grid | |||||||||||||
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Compute average weight from the previous sample for the selected FG lot in the line sample. | |||||||||||||
Standardize Gridcombobox to eliminate caching | |||||||||||||
When exporting we should call everything report not export | |||||||||||||
Test Screen: While add / remove property in existing test, automatically save it in all associated templates | |||||||||||||
Test: While updating existing test, automatically save the same sequence order in all associated templates | |||||||||||||
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future options transaction- If the Csv file have a blank row in between the set of records then while importing it is not importing whole records. | |||||||||||||
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CLONE - Standardize Gridcombobox to eliminate caching | |||||||||||||
Customer Aging Detail Grid Improvements | |||||||||||||
Invoice Grid > Show Negative Signs | |||||||||||||
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Ticket Entry - After Distribution do not clear the screen | |||||||||||||
Ticket Entry - Add Audit and Comments tabs | |||||||||||||
Load selection - Set load number as Descending | |||||||||||||
Display the Active column in Scale Station Settings and Ticket Pool Search screen | |||||||||||||
Ticket Management - Add Customer/Vendor column to list of available columns for Ticket Selection | |||||||||||||
Only display items that are scaleable on the scale interface | |||||||||||||
Scale integration with LV Controls | |||||||||||||
Rename Sublocation and Storage Location | |||||||||||||
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Update Zipcode default data | |||||||||||||
Change G/L accounts to grid | |||||||||||||
Auto Add Zip Codes | |||||||||||||
Allow Multi-Select on Screen Controls | |||||||||||||
Add Duplicate Option to Company Locations | |||||||||||||
Add Truck Billing Payment to Energy Trac starting numbers | |||||||||||||
Items and GL Account menus are not available under common info on license without GL and IC | |||||||||||||
SM - Standardize Gridcombobox to eliminate caching | |||||||||||||
SM - When exporting we should call everything report not export | |||||||||||||
If origin is turned off please remove the following menu items | |||||||||||||
Currency Exchange Rate - When you enter a rate in one direction it should auto create the other direction | |||||||||||||
Currency Exchange Rate - Add the create date to the screen | |||||||||||||
Currency Exchange Rate - Add a source column to the exchange rate details screen | |||||||||||||
Rename Sublocation and Storage | |||||||||||||
Adjustment to Tax Code Screen for Tax on Tax | |||||||||||||
Company configuration does not have a save button | |||||||||||||
Rename Menu Storage Locations to Storage Units | |||||||||||||
Tax Code > Show 6 decimals and other cleanups | |||||||||||||
FRD Search from Menu | |||||||||||||
Provide the display value of company location web api. | |||||||||||||
Need menu changes for Fixed Assets | |||||||||||||
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Webservice to Update Lat/Long GPS Coordinates from a Delivery | |||||||||||||
Lease Grid > Additional Fields | |||||||||||||
Import Event History CSV > Remove Requirement on Serial #s | |||||||||||||
Site > Update Call Entry Buttons | |||||||||||||
Import Site from CSV > Updates for fields | |||||||||||||
Event Grid> Add/Rename columns | |||||||||||||
Generate Order > Ability to Export List/Print to see details in the Grid | |||||||||||||
Portal > Consumption Site Search Grid to be filtered by Customer | |||||||||||||
Portal > Consumption Site Screen | |||||||||||||
Consumption Site Grid> Add column for Device Ownership | |||||||||||||
Consumption Site Grid > Adding column options | |||||||||||||
TM - Standardize Gridcombobox to eliminate caching | |||||||||||||
TM - When exporting we should call everything report not export | |||||||||||||
Site Grid > Update Call Entry Tab Name | |||||||||||||
Add FillMethod in vyuTMGeneratedCallEntry | |||||||||||||
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Add ability for Transport Loads to receive Diversion information | |||||||||||||
TR - Standardize Gridcombobox to eliminate caching | |||||||||||||
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Make the Patch Update modal | |||||||||||||
Revise the error message | |||||||||||||
Add i21 Updates the ability to overwrite an existing database. | |||||||||||||
Separate the Action that will kill the connection | |||||||||||||
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Warehouse - Standardize Gridcombobox to eliminate caching | |||||||||||||
WH - Standardize Gridcombobox to eliminate caching |
Enhancement
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title | Cash Management |
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title | Energy Trac |
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title | Entity Management |
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title | FRD |
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title | General Ledger |
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title | Grain |
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title | Inventory |
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title | Purchasing AP |
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title | Scale |
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title | Card Fueling |
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title | Cash Management |
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title | Contract Management |
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title | CRM |
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title | FRD |
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title | General Ledger |
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title | Grain |
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title | Inventory |
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title | Logistics |
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title | Motor Fuel Tax |
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title | Purchasing AP |
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title | Report Manager |
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title | Sales |
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title | Store |
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Overview
Content Tools