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eatures

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titleAdvanced Installer
Display an alert and custom page when i21 is being updated

Add the certificate folder in the root folder.

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Expand
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

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

Entity Management

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

Framework

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

GL / Cash Management

Expand
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

Expand
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

Expand
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

Expand
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

Expand
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

Expand
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

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

Advance Installer

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

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

Card Fueling

Expand
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

Expand
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

Expand
titleCRM
Ticket Entry - Resolution Screen

Customer portal CRM activies is showing everyone elses activities.

...

Expand
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

Energy Trac Interface

 System Manage
r

Expand
titleEnergy Trac Interface
Energy Truck Script Merge error 18.1DevF to 18.3Dev
[Import] - Cannot Import BH/BD Files in i21
[Delivery Metrics] - Transmitted data from origin energy trac did not reflect in i21
[Digital Dispatcher] - Cannot import digital dispatcher file

Entity Management

 

 

Expand
titleEntity Management
Phone number field clears out after hitting tab when adding new customer entity
[split] - Unable to Save a split.
Foreign Key error when deleting contact information in Entity Tab
Unable to save created Vendor split
[Future Broker/Vendor] - New Record cannot be added
[Log in] Unable to login using new user in new company
18.3DEV SQL scripts failed in VSTS
[Vendor] Vendor cannot be set as User
Disconnected Model- Error message when clicked on Update Local from Remote server
[Vendor-Split] Console error displayed on split locations. Cannot Save.

 

 

Framework

 

Expand
titleFramework
 Save Grid Layout - Rename this screen and labels from "Grid Layout" to "View"
 Disconnected Model - SignalR connection not able to communicate on CORS
 Console error expanding GridComboBox
 Custom Tab > Combo Box does not sort
 FRM - [Pay Vouchers] - When selecting vouchers to pay, rows un-sort.
 [Items] - Price Export Creates an Excel File That Cannot be Opened
 System Controlled Filter - Add Clear Filter
 Date Control > date changes after lost focus
 Opening Account Screen after a Quote or Import Card causes console error
 Error on Script deployment
 SSDT - Error on building the project
 i21 app is not loading for Offline mode
 Fields are disabled in contract screen after save
 Replication Configuration - Replication setup failed
 [Mega Menu] menu are missing if the user has setup in user role
 Item - If the DB is blank then the search screen for the items are not coming
 FRM - [Purchase Order- Audit Log] Updated entries doesn't have audit log - CLONE
 Allow Enable/Disable of Shortcut keys to specific screens
 Bank Account - Account No. and Transit No. are showing unreadable, very long values
 18.3 PROD SQL Script Failure - Framework
 Error running the db script for sp_configure
 [Time Off Request] TOR not submitting for approval
 [deployment] unable to upgrade subsidiary company in 18.3 #119
 EM Script Error Prod Release 140
 Replication Configuration - Failed to configure parent database

 

 

Cash Management

 

Expand
titleCash Management
 ACH > Batch/File Totals - Add Total Debits and Total Credits
 Voucher import - Validation additions
 Bank Deposit - Unable to add transaction
 Console error loading gl combo mask box
 Error Generating Transaction Code for Void transaction
 HDTN-213884 - Positive Pay File Creation need to look at Printed Name or Payee
 Bank Deposit - undeposited funds - limit the transactions allowed for selection to transactions in the banks currency
 Bank Transfers - multi currency GL Transaction detail
 Bank transfers - Multi currency gl posting incorrect
 Bank Transfers - multi currency GL Transaction detail (Part 2)
 bank routing numbers that converted dropped the lead zero in i21
 Will Not Generate ACH- strReferenceNo is null
 HDTN-213965 - # of posted GL's incorrect on import
 Error in updating PT database with origin integration (18.32.0423.32)
 SQL Upgrade Issue
 Receive Payments - Unable to generate process ACH
 Error Installing 18.32.0509.76 on SQL2012
 [Bank Transfer] unable to Post transaction
 Process Payment- unable to generate ACH in AR
 Process Payment- unable to generate ACH in Payroll
 [Import voucher] failed import
 [build account] unable to search/build newly created segment
 Bank Deposit - Receive Payment values were not carried over when creating a new BDEP record
 [Misc check] unable to unpost
 Bank Deposit - Unable to add a Cash Invoice to a BDEP record
 [Pay Voucher Detail] - Cannot post payment (with console error)

 

 

Grain

 

Expand
titleGrain
 Split from delivery sheet not showing
 [Settle Storage] - Date Is Mislabeled
 [Storage Type] - Should be Able to Setup Customer Owned DP
 [Transfer Storage] - Storage Schedule Not limited by Storage Type
 Storage transaction with 0 balance still showing
 Scale Fees not carrying thru to settlement
 Discount Code Won't save imputed value
 Import buttons disabled
 [Storage] - Wrong IR and Voucher Cost after Settle from DP to Priced Contract
 Storage Fees not carrying thru to settlement
 [Storage] - No Existing storage record are displaying
 Settlement Report Issues
 Discount calculation doesn't work for Percentage setup in discount code
 List of Storage doesn't show even if Show Storage in Settlement Sheet is Checked.
 Cannot post Settle Storage
 Settle Storage - entries are wrong
 Error in building Scripts
 Customer Storage Fee is missing in Sales Invoice
 Delivery Sheet menu becomes invisible after adding Scale Ticket Uncompleted Alert
 Settle Storage - Could not post
 Voucher - Fees not deducted from Vendor

 

 

 

Help Desk

Expand
titleEntity Management
 Help Desk - Integration with Jira
 Time entry - raises error on time entry
 Time entry - Filter out CRM Tickets
 Time Entry - Search Screen
 Time entry - No linked help Screen
 Call Report - group by type
 Call Detail Report: Include decimal for billed hours column
 Call details report - Check logic that retrieves total billable hours and Total billable amount
 Import billable hours from help desk - can not import
 Script Error on not Existing Column intEntityUserSecurityId
 Tickets: Duplicate button not working
 Call Details: Graph is not shown
 While installing 18.3 Dev version 144 error occuring
 [Project] - Cannot select Parent Project

 

Inventory

Expand
titleInventory
 UOM configured by the user as a default at the item level is not automatically filling the weigh UOM column inventory shipment screen
 Shipment - COGS cannot be booked without sales
 CLONE - HDTN-211299 - Making a Inventory Return
 Item - Search - Add UPC Code
 Inventory receipts- Condition column in Lot section is not populating Clean weight by default even if there is configurations
 Conversion - Should not import discontinued items from origin
 Inventory Rebuild failed in 18.3 - No messages
 Conversion - AG UOM import throws unique constraint error
 Audit log missing in many screens
 Conversion - AG item import thrown unique conflict error for item uom
 Allow IR to post when stock to receive is more than the Load Shipment
 Validation message for IR with voucher is not showing up during Unpost.
 IR displays error message when posting
 HDTN-215061 - Small balance left in Off Farm location on DPR but inventory is 0.00.
 Inventory Receipt: Replicate Balance Lots is not working properly Clone
 HDTN-215134 - Price tab - locations not displayed for items of the type other charge.
 Shipment - unable to save, not enough stock error
 CLONE - Error on Inventory Shipment from Contract
 Transfer - Source type is editable. Transferred by is not displayed.
 Application updating the storage location and Storage unit while adding the pallet in Shipment
 Unable to post IS - Muenster milling instance
 Invalid error while trying to remove the pallets from Inventory Shipment
 [Invoice] - Unable to Post invoice
 Shipment reservation details are not updated in table tblICItemStockUOM
 Unable to rebuild inventory - SI-5220 out of balance - but the entry looks balanced
 HDTN-215704 - Undistribute Load Out ticket - Debit and Credit amounts are not balanced.
 Stock Details grid is not showing value
 Item Location field is editable
 Retail Valuation - Receipts and Ending Retail quantity incorrect after posting 2nd receipt
 Split transaction reducing the lot qty three times
 Inventory - Can't select GL Account ID on Item Setup screen
 When posting the inventory receipt with the item RC-006 in LDC demo instance it is showing a message that missing costing method
 No vendor order number provided for voucher.
 Inventory Shipment - Cannot Process Sales Contract Using Add Orders Screen
 Sales Contract to Shipment Using Add Orders Screen - Incorrect Line Total
 Build Error in 18.3Dev
 Cannot create new IS
 Cannot Open Commodity
 Ticket - Error on Distribution
 Checkouts: Unable to post
 Unable to post Inventory Transfer
 Inventory Receipt - Cannot Replicate Lots
 Inventory Shipment > from Ticket - Other Charges are wrong
 Inventory Transfer Shipment Required - Cannot Post Transfer using Storage Stock
 CLONE - [Mark up/down] unposting did not take effect in valuation
 Grid filter is not working properly in Inventory Cycle count
 Import Inventory Count - System Should validated Storage Location and Storage Unit per Company Location
 Inventory Transfer for Storage Stock - Cannot find transfer order in add orders screen
 Inventory Receipt - Cannot Post IR
 Inventory Count - Cannot enter physical count for non lotted item
 Inventory Count - Cannot Load items when include zero on hand is checked
 Cannot distribute Load In Scale Ticket Purchase Contract using lot item (Yes-Manual)
 Inventory Count - Cannot Load Items Console Error is Shown
 Inventory Adjustment - Adjust qty changed after posting Clone
 Inventory Transfer - Error upon selecting lotted item. Cannot select a lot ID.
 Unable to Save Item Location when selecting Ship Via
 Import Count - Import count for an existing LOT using a different LOT UOM
 Import Inventory Count - Object Reference Error when Importing Item and Lot that is not existing
 While removing the Lot from the Inventory Shipment, system is getting error
 Stock Details - Failed to Load Data upon opening Locations tab
 [Inventory Adjustment] Cannot Post Transaction
 Negative Stock Quantit
 Import Via CSV - Cannot Import all items under COMMON
 Cannot Post Purchase Contract for Bundle Kit Type
 Cannot ship lot item
 CLONE - [Checkout] manual posting caused incorrect sales in valuation
 Error on SQL Script 18.3DEV

 

 

 

Logistics

Expand
titleLogistics
 [Load / Shipment Schedule] - Field Information Missing After Generating Loads
 Cannot generate loads from Load based contract
 Active flag should not be on drop down
 When Changing LS to Pick lots, the quantity defaults to lot quantity
 [Load Shipment Schedules] - Cancelled logistics loads do not give back scheduled balance to contract
 Cannot open container types
 provisional invoice- When the sales contract is partially priced it should consider the weighted average for the price calculation
 CLONE - Provisional invoice - invoice total calculation is wrong.
 CLONE - Final invoice price is showing wrong while processing from the provision invoice
 provisional invoice -Price is not calculating for the sales contract which is not priced
 Not able to post Inventory Receipt
 Failed to load the data error when opening Load/Shipment Schedules Record
 Duplicate lot records should not show in lot grid
 Unable to Post Load Schedule

 

 

Expand
titleLogistics
 [Load / Shipment Schedule] - Field Information Missing After Generating Loads
 Cannot generate loads from Load based contract
 Active flag should not be on drop down
 When Changing LS to Pick lots, the quantity defaults to lot quantity
 [Load Shipment Schedules] - Cancelled logistics loads do not give back scheduled balance to contract
 Cannot open container types
 provisional invoice- When the sales contract is partially priced it should consider the weighted average for the price calculation
 CLONE - Provisional invoice - invoice total calculation is wrong.
 CLONE - Final invoice price is showing wrong while processing from the provision invoice
 provisional invoice -Price is not calculating for the sales contract which is not priced
 Not able to post Inventory Receipt
 Failed to load the data error when opening Load/Shipment Schedules Record
 Duplicate lot records should not show in lot grid
 Unable to Post Load Schedule


 

 

 

 

Expand
titleEntity Management