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Sales AR

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titleSales AR
Implement Drill Down on Customer Inquiry
Connect Commissions to AP and Payroll
Review the AR Aging and AP Aging and make consistent
Clean up Sales Menu structure
Credit Management Process
Invoices > Move Recurring transactions to a separate permanent Tab
Add hyper links to Sales order, Invoice and Payment screens
Pull Weight Claim transaction from AP
Sales Invoice > Duplicate Transaction does not allow you to change the type of record
Other Charges - Invoice - Should use shipment quantity instead of the hardcoded 1
Add button to update tax group after origin conversion
Unable to create credit memo/invoice for customer sales/returns with lot# inventory
Add 2 more overdue collection letters for 1-10 Days and 11-30 Days to match with Customer Aging Detail Report Grid
Destination Weights & Grades - Shipment - Pass Destination Qty to Invoice
Direct Shipment - New flow - Reduce In-Transit Direct stock
HDTN-202172 - Modify A/R Conversion to include more info
Sales Invoice > Credit Warnings should prompt at selection of the customer.
Invoice search screen - Add Payment method to search
Prompt user if customer has past due balance
Customer - Show Price Code
Add another payment method External Credit Card to show in receive payment screen
Invoice - New Bundle features - Impact of changes
Entity Conversion > Import Contacts from CSV
POS - Add receive payments button to POS Screen
New field on the SI screen for Mobile Billing Shift Number
New field on the Receive Payments screen for Mobile Billing Shift Number
Add Recipe to Sales Order - all Location column
HDTN-207212 - POS Return function
HDTN-207220 - POS - Need a way to log clerk initials and password to each transactions
Invoice - Customer aging tab - Add location
Invoice: Require Description column
Add location to Invoice Detail Report Search screen
POS - Incorrect values for Invoice created - On Account and GL entries
Receive Payments > Unsubmitted ACH need a select all option
Service Charge Invoice - add Paid coloumn
Service Charge - improvement on validations messages
Expand date criteria for batch printing (statement type) to match statement report printing
AR integration to MBIL
Provisional - Transaction Description in GL Account Detail
[Customer Statement Detail] - Discount inventory items should display 0 shipped.
[Customer Statement] - Add Ticket Number column from Invoice
Implement Letters template when building Quote
[Sales Analysis Reports] - Add margins per unit fields
Receive Multiple Payments - Implement Discount Available and Taken
Receive Payment - improvement on validation messages
Customer > Taxing> Improve Setup usability
Customer Maintenance - Ship to should be required on the customer master
Portal > Entity Location > Prevent Removing Records
Remove the Bank line from the top of the Remittance Advice
Provide a view for position report - Risk module
Import Sales Invoices > Add Column for Service Charges Date Calculated
NSF - Add ACH Payment Type to implementation
Refund a Prepayment or Overpayment
Credit Memo: Remove split functionality
Receive Payments - Cash Refund to Customer
[Sales Order] - Total Discounts Not Showing in the Lower Right
[Invoice] Add New Source Type of "Store Checkout"
Add book and sub-book in transaction screen
Customer -License tab Add the customer site url
CLONE - Hours entry - test case multi currency
Add AP Clearing in Company Config (reverted)
Provide a SP to update the quantity and cost for an Invoice
Service Charges > Add Option to exclude paid Invoices.
Sales > Customer Activity
Sales Report > New Trend Comparisons
EFT Information > Add Grid for Vendors and Customers
POS items missing when quantity on hand <= 0
Invoice Posting - Implement Category Retail Valuation
Provide SP to contracts to retrieve the lowest price of an item. Best Price Only
Ticket - could not post Destination Grades/Weight
vyuARInvoiceTransactionHistory is not updating the Once the payment is made
CLONE - Ticket - could not post Destination Grades/Weight

Scale

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titleScale
Background Program - Interface Get Grades
Add additional features for enhanced testing equipment
Farm/Field ID - Pass to Inventory Receipt or Shipment.
Destination Weights & Grades - Changes to Distribute/undistribute function
Destination Weights & Grades - Screen to enter destination weights
Destination Weights & Grades - Posting/Unposting of destination weights
Destination Weights & Grades - Direct Shipment - Changes to Distribute/undistribute function
Destination Weights & Grades - Direct Shipment - Posting/Unposting of destination weights
Destination Weights & Grades - Update contracts with destination weights
[Scale Ticket] - Config to post or not post voucher for the vendor
Create a hyper Link on Direct Ship to the "B" side of the ticket.
Add create section to ticket management menu
Identify Tickets ready to be transferred
[Ticket Management] - Need better message for limited contract
[Tickets] - Outbound Loads tab, ticket will not open from search screen when selected.
Delivery Sheet Mods for Checkoff By County
[Ticket Entry] - Provide column for Load Based contract when selecting a contract.
[Ticket Management] - Add Customer Ref Column to Load Selection List
Remove Dependency in tblSMUserSecurity table from tblSCScaleSetup
Supress Split Participants
[Price Contracts] - Need Multiple Lines on Voucher For Partial Pricing (Before Scale Load Ins)
Need to Create a history table for "tblSCTicket"
Scale Ticket to create sample entry on distributing the ticket
Pass certificate information from contract to IR while distributing the scale ticket
Add Signature to Scale ticket Print
Display the Load column on the manual distribution screen .
IR created through scale ticket is not calculating the expiry date
add intCompanyId field on all transaction header table
Remove soft edit Distribute this Ticket Now?
Delivery Sheet - Search screen should sort data by Delivery date, desc order

Store

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titleStore
Alert Store User when pricebook items need to be sent to the register
Limit the records/setup to show on store's manager/user,
"Manager Verified" status should not be visible to store users
Checkout Posting Routine
Handheld Scanner
Mark Up/Down Inventory Integration
Reports > Consolidated Checkout Report
Report > Payment Options Summary
Report > Checkout Transaction Journal
Report > Department Summary
Report > Fuel Summary
Item update - Create audit log for system updates through price book
[Inventory maintenance] Change item column to description
[Store update screens] Make formal messages
[Store] Add New Field for Sales Customer Tracking
[Invoice] Add New Source Type of "Store Checkout"
[Checkout] Posting Pump Totals
[Checkout] Posting Item Movements
[Checkout] Posting Department Totals
[Store] Add New Field for Item Id to Taxes
Add New Customer Charge Item in Store
Add Customer Payments Item in Store
Changes in Payment Options in Store
Disable Editing Checkouts that are Posted
[Store] Add New Field for Item for Cash Over/Short Posting
Use GL Combo box (Masked)
[Checkout] additional column in item movements tab
Convert unique Id to string
[Store]posting of customer charges
Implementation - Update Item Pricing
Implement Sql Parameterized script
Implementation - Update Item Data
Implementation - Update Rebate/Discount
Implementation - Inventory Mass
[Checkout] - Configure Passport in Checkout

System Manager

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titleSystem Manager
Display an alert and custom page when i21 is being updated
Conversion - Add Origin Tax Type in Tax Class
Create buttons on the main TR menu
New button on Meter Billing main menu
Redesign Payment Terms Screen
Add create section to ticket management menu
Rename the screen to Profit and Loss Analysis
User Roles > Ability to setup Re-usable Portal Roles
Portal > Add support for username to be used for more than one Entity
Letters: Add new keywords, rename a few and use proper description
Tax Group - Add tax class column to the tax code grid
User Roles - Rename Menu Layout to Menu Permissions
Audit Log Tweaks
Update Risk Management menus command
Projects - add projects to the customer portal
include tblSCLastScaleSetup in fetching tblSMUserSecurity
Risk Management menu command update
Include a "Remember Me Expiration" days in the Security Policy screen
CLONE - Add another payment method External Credit Card to show in receive payment screen
Masters and Transactions Replication in i21
Remove obsolete foreign keys from tblSMUserSecurity
Develop Inter-company transactions config screen
Remove extra grid toolbar buttons in Company Configuration Multi-Company screen
CLONE - Clean up Sales Menu structure
License details -
Add new starting number for Allocation Details
Additional menu for Help Desk
Add a new column(Include Tax On Discount) in Terms Screen
Rename Calculate Commission to Commissions
Additional Starting Numbers for Commission
Additional Field in Company Locations > GL Accounts Tab
Move menu from Entity to Activities
Add Quote on CF Menu under Activities
Add Quote on CF Menu under Activities (Portal User)
Add 'New Card Account' CF Menu
Add Generate Quote on CF Menu under Activities
Remove Ticket Job Codes menu from Help Desk > Maintenance
CLONE - include tblSCLastScaleSetup in fetching tblSMUserSecurity
Add new menu for Logistics
Import Lien from Excel
Import Farm Splits from Excel
Saving of language value should be handled by entity
Create a new menu "Blend Details" under Inventory -> Reports
Master Menu Purchasing Report Modification
Report Messages > Add CF Invoice Source
Implement Report Translation to Payment Terms Screen
Add Sales Trend/Comparative Report in AR
Fuel Summary Menu
Change Menu Command
Add new menu under Risk Management - Activities (Position Analysis Report)
CF Alerts > Add Distribution Type
CF Alerts > Add Report Messages Type
Add Sales Comparative Report in AR
Department Summary Menu
Provide a new report menu item named as 'Processing Actual Outturn' under the Reports folder
Provide a new menu item named as 'Outturn P&L View' under the Views folder
Adding Menu for Realized PNL screen for LDC
Payment Options Summary Menu
Provide a new menu item named as 'Market Differential' under the Maintenance folder
[Currency Exchange Rates] - Change Currency Pair fields to display From and To currencies
Add new screen 'Checkout Transaction Journal' to Master Menu
Add new menu for Freight Rate Matrix under Logistics
Consolidated Checkout Menu
SM - Install Check of Direct Printing for TM 18.3
Adding Menu for Consolidated PNL screen for LDC
Add new menu for Unallocated Inventory under Logistics - Reports
Add "Invoice History" menu for CF. (Portal User only)
Adding Menu for Closed Contracts Report
Add "Usage Alert" to menu
Create new menus for Store
Add new menu Currency Exposure on Risk Management under Activities category
Add Vendor Mapping in AP Maintenance menu
Store > Adjust Menus
Mark Up Down - Starting Number
Update SP-uspDMMergeSMTable.sql

Tank Management

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titleTank Management
Show consumption site even if customers are not active
Deliveries Grid > Add Columns
Out of Range Burn Rate > Add Location to Grid
HDTN-205454 - Add Additional Column in the Open orders tab of Consumption Site
Reassign Driver - Add Column for Open Orders
Customer Inquiry > Link Contract > Show additional Columns
Consumption Site Grid > Add Fields
TM integration to MBIL
Add status field to the filter field drop down
Update API fields to match vyuTMMobileBillingOrder fields

Test Framework

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titleTest Framework
CM - EFT/ACH information Save issue

Transports

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titleTransports
Default Control File for Rack Price setting
Quotes > Generate and Email immediately
Location to Same Location transport load creates Inventory Transfer
Add Progress Status when Posting Transport Load
Allow Duplicate BOL#s when Vendors Re-use

Vendor Rebates

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titleVendor Rebates
Rebates/BuyBack - To log changes in the invoice
Rebate Program- Auto populate the items and customers
VR - Vendor setup - Rename label "Export File & Path"

Enchancement

Card Fueling

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titleCard Fueling
Need to add the Category field to the posted transactions Grid in Card Fueling
CF Import Tran > Support Gasboy Report Import Layout
Quotes > User Proofing
Quoting > Make State a Drop Down
Quoting > Reduce Side Scrolling on Quotes Screens

Contract Management

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titleContract Management
HDTN-208554 - Contract Amendments - Signature tracking
Total Producer qty should be less or equals to Sequence qty.
[Washout] - Incorrect Status After Washout
Not allowing to washout cash to cash contract without Futures Price.
[Washout] - Display Numeric Message as a Positive
Add Report Language configuration on Company Preference
[Washout] - Add Tab to Help User Clean Up Open Items That Block Washout
Pass contract invoice currency to scale.
[Washout] - Need to Include Contract Numbers in Check Comment
[Contract Entry] - Disable New button within contract for Portal User
[Contract Search screen] - disable adding columns for portal users that the contract has hidden.
[Contract Entry] - Add validation for other charge items - Charge Entity and Inventory Cost can not both be checked.
[Contract Entry] - Cost tab - Remove Accrue Checkbox when Sale Contrat Customer and Other Charge Vendor is the same.
Auto Distribute Doesn't apply Scale Ticket to Contract
[Contract Sequence Grid] - Remove Transportation Mode column and add Scheduled.

Energy Trac Interface

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titleEnergy Trac Interface
Base Import - Check for duplicate invoice before validating any other ticket data

Entity Management

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titleEntity Management
Vendor - remove read only controls from 1099 name
Add County field to Entity and Locations

Framework

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titleFramework
HDTN-213633 - Warning Needed when making a field Required

GL / Cash Management

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titleGL / Cash Management
Bank Recon - Save the actual date when the user check the clear checkbox.
HDTN-199175 - Allow Sales Tax Account Category in Bank Transaction
Batch Posting - Need to be able to balance Post Preview to checks before posting
[Report] - Check Voucher Middle AP -- Paid Amount column too wide
ACH Export - There are numerous Constants in NACHA files that should be setup calculated
Account Mapping
Account mapping - change the name in system manager
Edit Account - Display the Account Category - read only from the primary segment.
[Legacy CSV Import Format] Fixes to Improve Import Process - Line Numbers

Grain

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titleGrain
Need UOM when Spot settle storage
[Settle Storage] - Remove Location requirement.
Grain - Discounts as a Percentage of Price
tblGRStorageHistory - To have additional field in the history table to show the created date (System date)

Help Desk

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titleHelp Desk
Project Search Screen -Add fields
Time / Hours Report - Add fields
Item Search - when searching for items for billing in the help desk limit to items that are tagged"Display in help desk"

Inventory

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titleInventory
Category & Item - Inventory Adjustment can be General or COGS
Category & Item - Work In Progress can be Work In Progress or Inventory Account category
Add intContractSeq on vyuICChargesForBilling
Add "Adjustment Date" field during Import Opening Balance
Item - Duplicate feature does not copy Add-On information
Stock Report -> UOM YTD - Add UPC fields
Changes to Inventory Receipt Screen for Category Managed Items
Inventory Receipt CATEGORY MANAGED ITEMS - Tax should not be computed
Inventory Count Screen - Screen Changes related to IC-5424
[Inventory Shipment] - No Quantity on Other Charge item.
Ticket - could not post Destination Grades/Weight
Destination Weight Grades - Inventory Other Charge Should Calculate base on Destination Weight
IR including all "add on" items
CLONE - Additional column 'Lot Weight' in Inventory Count lot grid
Receipt - Tax amount for charges should go to expense account when setup for it.
Shipment - Tax amount for charges should go to expense account when setup for it.
Create a simpler sp to add lots on a shipment.
Need to have multiple items that have 1 Unit Quantity
Bundle Item needs to show Setup tab > Motor Fuel Tax tab

Logistics

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titleLogistics
Entity Contract field - Pass to Customer Reference in Logistics
Enable Warehouse tab in load/shipment for DropShip scenario
CLONE - Add Report Language configuration on Company Preference
Default Freight Terms and Currency on selecting Pick Lots as source type
On post load, GL transaction should be created using current date

Motor Fuel Tax

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titleMotor Fuel Tax
Create MI Main Form 3724 (Transporter Return, Quarterly)
Create MI MFT Text File
Create SP(s) for Michigan (MI) Diversion Schedules
WA - Create 3 new RCs
OR - Correct Oregon RCs' Output Designer fields
OR - Add 3 new RCs for Oregon
move all default script of tax category of per state into one script file
Use Company Owned Carrier as Transporter for Tank Delivery Invoices
WA - Change Tax Criteria for 2 WA RCs
OR - Add restrictions on reporting SIs for certain OR RCs

Patronage

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titlePatronage
1099 - Equity payment for non qualified customers is reported in Box 5
HDTN-213380 - i21 Patronage - Add Entity number
HDTN-213383 - i21 Patronage

Purchasing AP

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titlePurchasing AP
[Voucher] - Incorrect accounts when posting Claims
[1099 Misc Summary]
[Voucher] - Mixed Decimal Places for Unit Cost
Deferred Payments - Check Comments
[Voucher] - Improve Line Item Information
Check for basis advance on two advances - errors - Negative Voucher - Cannot Process Payment
[Pay Voucher Detail] - Make total payment for prepaids/advances positive
PO - Remove shipping field if there is no function
1099 Detail Report
Update Actual Amount of Contract Cost table On using Contract Cost in Voucher Line Item
tblAPVoucherHistory - dblQtyReceived, dblCost, dblTotal are incorrect once payment is made
tblAPVoucherHistory - once payment is made voucher history is not updating the payment details
Vendor - default the Create voucher for pending payable and Post flag
Vendor - When you create a new vendor defaults
Voucher > from Contract - Billed UOM

Report Manager

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titleReport Manager
Date fields should implement date format from Company Config
Add user signature in report viewer
Implement Report Number Format from Company Config SM-4247

Risk Management

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titleRisk Management
Position Report- Void tickets are showing up on the Position Detail
GL creation - GL's produced should be specific to Location and LOB
Position report - For commodities of the type Non exchange traded - show the pertinent pricing types
GL Post date should be editable
Data should always show regardless of the Filled and Current Date
Position report- History table for Option Trades (tblRKFutOptTransactionHistory)
Adjust the Position Detail SPs to the new date in tblGRStorageHistory
Position Detail - Show the Voucher number and the Sales Invoice number in Net Payable/ Receivable and Unpaid Qty (NR & NP) drill down screens
DPI - provide an option to view positions for all locations
Position Detail - Year to date grid- Make it the last grid on screen
Position Detail - Need a create date column in the "inventory valuation' view
Storage - warehouse receipt not showing in DPI
Daily Position Inquiry - Situation where an item is sold even without having the item
Dont allow user to select start date and end date beyond current date
Company owned storages should increase company obligation
Company owned stock should increase when inventory is received against basis contracts

Sales AR

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titleSales AR
Import only open Customer Invoice, credits and prepay from Origin (Ag & Petro) From CSV file
If source is Tank Delivery print consumption site address as ship to address
ET - If source is Tank Delivery print consumption site address as ship to address
CLONE - Voucher Entry - Tax account being charged
POS - Add the date to the printed receipt
Tax Exemptions Grid > Need to Show Card and Vehicle Columns

Scale

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titleScale
Transfer in and out doesnt work for lot tracked items
Create view to show distribution type on grid detail.
Add - Storage Schedule to header on Delivery Sheet
Discounts as a Percentage of Price
[Inventory Shipment] - No Quantity on Other Charge item.
Add "Split Desc." from Delivery sheet to Delivery Sheet dropdown on ticket screen
Move Enitity to "Split Desc." on Delivery sheet if Blank
Ticket - could not post Destination Grades/Weight
CLONE - Ticket - could not post Destination Grades/Weight
Delivery Sheet Import add Print button
Grade Import -modification
[Ticket Entry] - When selecting a contract, do not default the ticket Location - Clone
Should be able to select different Vendors Contract
Standardize Scale distribution Functionality
Add fields to Delivery Search Grid
Apply scale ticket to different vendor's contract
Rename Ticket Selection panel to "Trucks in Yard"

Store

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titleStore

Create Cigarette Rebate Programs Screen

System Manager

Expand
titleStore
 Remove Quote Page Builder menu under Sales
 Batch Printing: Newly created letter is not displaying in the letter list
 [Contract Management] - Hide Contract Adjustments menu item
 Company Configuration - Add a "Report Date Format" drop down
 Expose a function for DateFormat
 Company Configuration - Add a "Report Number Format" drop down
 CLONE - Implement Report Number Format from Company Config SM-4247
 Add Credit Card Processing fields to the Company Location (Setup) tab

Bug

Advance Installer

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titleAdvanced Installer
 WHMobile client files are missing in the build
 Error when updating to 18.3.0716.101

Advance Installer

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titleAdvanced Installer
Buyback - Submitted show as 'Unpost' status. Charges description missing.

BB - BB records not showing inventory cost and duplicate freight records

Card Fueling

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titleCard Fueling
Batch delete by date not working
CF Transaction > Rates are displaying with only 2 decimals
CF Invoice > Department Grouping is causing blank pages
CF Tran Grid for Portal > is totaling Gross Price
Import Tran > Issue with Extended Remote + Special Taxing Calculation
Product Auth Grid
Transaction > recalculate time out.
Transaction Grid > Calculated Taxes are wrong
CF Tran > Give Errors on invalid Item Location Setup
CF Tran > Price Calculation Rounding Consistencies
Import CFN Tran > Has Duplicated Tax Codes
Network - Open Sites > Multiple Select opens the same record
Quoting > Displaying extra products without costs
Quoting > Displaying quotes for retail sites and should not
Generate Quotes > Getting an Error When Emailling
Network Costs > Importing Network Costs from CFN is not matching Site #
Tran Grid > Total Calc Tax and original Tax are Wrong
Import Gasboy Tran > Marked Invalid with No Error messages
CFN > Import CSU Flat file does not add any records
Import Network Cost > Errors on Imported Records
Group Adjustment Rates > Detail records are being deleted on every upgrade
CF Invoice > No Records Founds when running CF Invoice
18.3 SQL Script Post Deployment error
CF Transaction screen fails to load
Payment validation prevents update AR process
Update AR > Unable to update AR
Batch Posting > Unable to batch post CF Transaction
SQL Script Error
Script Error for build 18.3.0802.156

Contract Management

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titleContract Management
 [Price Contracts] - Qty Reverts Back After Changing
 [Washout] - Screen Requires a Washout Fee
 Contract details - Add help desk link
 No UOM on Sequence
 [Contract Entry] - Load Contract Issues
 [Washout] - Error At End of Washout
 [Washout] - Voucher Amount Incorrect
 Contract Sequence] - Market Zone hyperlink is not working.
 Issue with Roll screen
 Undo on Roll Contracts appears to have no purpose
 Error on Inventory Shipment from Contract
 [Price Contracts] - No Voucher Created After Scale and Pricing Basis Contract
 Freight Terms not considering active flag
 Contract- Weights screen in not opening from contract and printable remark is not printing multi line
 Handle basis contract for FX on vyuCTContractDetailView
 Error when building 18.3Dev SQL Script Project
 18.3 DEV - Error while building SQL script
 [Washout] - Mandatory Search Parameters Should be Disabled
 Error on 18.3DEV Sql Script Deployment
 Could not Post IR with type Load
 Script deployment error
 Could not Post IS with type Load
 Wrong computation of Voucher SubTotal
 Contract - Improper Error Message
 CLONE - Sales Contract to Shipment Using Add Orders Screen Unit Price is Incorrect
 Error on SQL Script Deployment
 Balance Cannot be Less Than Zero
 Pricing screen - After deleting the price fixing the same contract is not reflecting in the purchase basis
 Unable to post invoice with contract
 [Rapid Contract Entry] - Unable to Create Contract
 Contract - Infinity qty error when saving a contract
 [Contract] - Adjustment and UOM fields are missing
 Cannot update signed status of contracts
 Inventory Shipment from Ticket and Contract - Price is not converted

CRM

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titleCRM
Ticket Entry - Resolution Screen

Customer portal CRM activies is showing everyone elses activities.

Dashboard

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titleDashboard
Bug in display - Price Adjustments

Deployment error 18.3 Dev.

Dealer Credit Cards

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titleDealer Credit Cards
No Credit Memo Created when Posting Dealers Credit Card with "Post Net Total to AR Customer" unchecked in Vendor Set up

No Bank Transaction Created in CM > Bank Transaction for CCR Transaction AP Type = Cash Deposited + Company Owned (Pass Thru AR).

Net Price Created in CM > Bank Transaction for CCR Transaction AP Type = Cash Deposited with Dealer Site + Shared Fees doesn't show correct Shared Fees

 

System Manage
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