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changes.mady.by.user Cavinne Callado

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changes.mady.by.user Ars Galero

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Feature

CF-
Expand
titleCard Fueling
Fees > Change GL Acct to create Sales Invoice with Item
Create view for Card with Customerid and Vehicle with CustomerId
Rename the “Recap” tab to “Post Preview” which better describes what it does
Company Config > Add Settings for Invoicing
CF Transaction Posting > Update Sales Invoice
Transaction Report Grid > Add CF Invoice # and CF Invoice Date to Posted Transaction Grid
Voyager > Add Sites during import of Transactions
Network > Add Site Tax Group Defaults
Network > Add Voyager Options
942
CF - Implement ToAggregateAsync version
CF Invoice > Create Debit Memo in AR
CF Invoice > Create Payment Records in AR
CF Invoice > Update Discounts on Summarized Debit Memo instead of Individual Sales Invoices
Expand
titleCash Management
 
Unposting payment should remove the records from print spool.
 
Commit screen for printing Direct Deposit Remittance appears before previewing the report
 
Ability to Void a paycheck that is an ACH
 
Print / E-mail ACH advise
 
HDTN-184213 - Adding a location field
 
Print button is not working in Bank Deposit Batch Entry
 
Move Commit on ACH to The Archive Tab
 
Add Amount Total to the Grid in Bank Deposits Screen
 
Rename the “Recap” tab to “Post Preview” which better describes what it does
 
CM - Implement ToAggregateAsync version
 
Add a new import file format to bank file formats for ACH
 
Add 3 new fields in the screen - Bank Accounts
Expand
titleContract Management
Enhance price contract screen to fix price for all sequences at once or selectively in the same screen
3683- AOP, differential and volumes provide new fields
3679- Add four columns in the search screen of contract sequence (Contract creation date, Type of coffee, and loading and destination port).
3650- Add new fields to contract screen - vessel tab
3652- Dashboard to compare sequence quantity vs quality approved quantity
3684- Customized contract numbering for JDE
3647- Alert when contract is saved without a sequence
3688- Need Plan report output
3691- Automatic calculation of lots
3695- Post contract approval, amending values for certain fields will trigger the approval process
3700- Contract print template
3701- Price fixation letter print template
Provide email option in price contract screen. Should work like it works in contract screen
3649- Unslice contracts in i21
3651- Slicing -Quality & Shipping Instruction
3680- Dropdown for packing description
Allow user to select multiple contracts and send it to a supplier via an email
3705-User signature should be displayed in print
3647- Approval process for contract
3694-Contract -Determine information which needs to be shown on dashboard/reports
Automate container calculation in contract sequence
Add 2 new fields to handle purchasing group short name and description
Provide export to excel in contract inquiry screen- 1st tab on top
company configuration, contract management , add a drop down for container type
Contract screen -Additional info tab - Next to field producer, add a check box -Claims to producer
Contract sequence - Add a new status - Short close
Create a screen for recording the basis components for each item
Association configuration- Add 2 new columns
Default documents in contract screen-documentation tab
Annual Operating Planning
JDE Reporting issues
Contract inquiry- dont show costs of the type basis in second grid
For the scenario where the number series is vendorid. run of numbers, when user saves a contract dont allow change of vendor
Provide a configuration to default Planned availability date in contract sequence
Producer and related fields should be at sequence level as well
Slicing and un sclicing should not trigger approval for JDE
Expand
titleCRM
CRM: Add Quotes, Calls and Meetings in Sales Rep Summary Chart
Add a communication tab to the Campaign
Email from the Campaign screen
Expand the Sales enity contract grid
Combine the sales entity and the sales entity contact
Can we add a config for auto signature to the user profie
Default information to the lost sales report
Add a count of contacts to the the tab
We need to add a web site with link to the Campaign
Win/Loss analysis tab is not populating
Add the Capacity of the Event to the Contacts tab and a summary of the count of responses at the bottom of the page
Add a units difference and units percentage column to the lost revenues report
CRM - Implement ToAggregateAsync version
Can't add records with the same Opportunity Name
Sales Entity Contact - View
DASH - Implement ToAggregateAsync version
Expand
titleDashboard
Canned Panel: iRely Store - Sales by Store
Dashboard panel layout - raise maximum of column width
Use drilldown column to pass parameter and fetch value from the query
Create a Dashboard Canned Panel for receipt/missing documents