Versions Compared

Old Version 4

changes.mady.by.user Niladri Shil

Saved on

compared with

New Version Current

changes.mady.by.user Sridhar

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Feature

Expand
titleCard Fueling
Vehicles Tab > Add Department to Grid on Card Account
Expand Account Grid for additional Details
Transaction Grid > Add Fields
CF Account Import CSV > Add additional summary fields to format and update
Price Profile Grid > Add Columns
Transaction > Drill Down options
Cards Grid > Add All Remaining Columns to Grid
Import Vehicles CSV > Add Department
Expand
titleSales
Customer Aging and Detail Report Improvements
Make the total AR from Customer Aging Detail report grid equal to the total invoice amount
GAP - Customer Activity Report
[Make Payments] - Adjustments to screen
Move invoice tax column before total sales of tax report by default
Add running balance to customer history tab as of the present day
Non-Integrated CC Payments
HDTN-202172 - Need Ability to import Customer Budget Info
Add customer number as parameter to customer statement detail report
Adjustment for Vantiv Credit Card Certification

 

Expand
titleEntity Management
Create new Entity -Find Duplicates function - add field

...

Expand
titleFrame Work
Config to not show the delete confirmation message.
Adjustment for Vantiv Credit Card Certification
Credit Card Payment Methods for the Portal

...

Expand
titleGrain
Turnover of Settlement Report

...

Expand
titleInventory
Item - Need Bundle items to support in purchase side and it has to list in the contract sequence screen
Needed changes for Tax Calculation
Add Logistics Transaction Types

 

Expand
titleLogistics
Load / Shipment screen: Inbound posting should impact Inventory GL
Modify vyuAPReceivedItems to show on Add Payables screen.

...

Expand
titlePatronage
Add Change Status tab - Volume Details
Process Refund - Add fields Voucher and Payment
Process Dividend - Add Stock Name drop down list
Issue Stock - Reflect Number of Shares and Par Value on Invoice created
Mailer - add hyperlink for letter
Volume - Add tab 'Transactions' to show all transactions that made the volume

 

Expand
titlePayroll
Add Time Off Calendar as a selection on the Common info Calendar

...

Expand
titlePurchasing AP
Apply the same limit of Check Comments to report
[Voucher Entry] Vendor Prepay - Payment Voided, needs prepaid to be voided
Default currency moved to Entity location level
Needed changes for Tax Calculation
Add Payables - show Logistics load number and contract / sequence on selection grid
[Lein holders]
[Pay Voucher Detail] - List only the pay to's with vouchers
[Vendor Maintenance] Add Vendor Pay to Summary
Pay voucher detail
[Voucher Entry] - Override the exchange rates
[Voucher > Add Payables] - Improve Add Payables performance

...

Expand
titleScale
Ticket Management - Delivery Sheet

...

Expand
titleStore
Add Preview to Purge Promotions
Show the items affected when using Update Item Data Screen
ST - When exporting we should call everything report not export
Store name should be in the promotion search screen.
Add Audit Log in the store screens

...

Expand
titleSystem Manager
Needed changes for Tax Calculation
Add additional field on tblSMCompanyPreference
Add W-2s to Main Menu

 

Expand
titleTank Management
Site > Add Loss Reason
Add Lost Customer Reason Codes
Generate Orders > Add orders for other sites in the Fill Groups
Alerts > Order Approved message to customer

...


Enhancement

Expand
titleContract Management
Issues in Contract Status screen
Price Contract - Pricing a basis contract that does not have the basis UOM returns zero basis price
Expand
titleEntity Management
17.3 - Change Customer > Transports > Quotes > Show Tax Detail Checkbox into a Dropdown
Expand
titleFramework
Calendar needs to be a floating window instead of embedded in the menu.
Expand
titleGrain
Settlement - Display ticket fee amount in the Discount field on the settlement report
Expand
titleInventory
Stock Details - Remove unwanted columns for Storage Location
Expand
titleLogistics
Issue in Load Shipment Search Screen - 'Inventory View'
Container Type are duplicated in load / shipment screen
Expand
titlePurchasing AP
[Process Payments] - Adjustments to payments posting
[Voucher] If User Requires Approval, Do not Show Post as Clickable Until Approved
Post Voucher - Validation
[Voucher] - Tax break down is Out of Balance
Vendor phone is not following the mask in the vendor search screen.
[Voucher] Terms Discount Clarification
Expand
titleRisk Management
Derivatives Screen - retrieving futures price function is missing
Expand
titleSales
Payment Conversion - change payment to use bill to/sold to
ACH - Effective Date and Remittance Report Date changes
Rename balance forward statement columns
Sales order created, shipped, and invoiced with negative inventory
Expand
titleScale
Update freight from ticket.
Create voucher for ticket distribution to a Cash priced contract
Scale distribution to a contract does not use the invoice currency for the IR or IS creation.
Expand
titleSystem Manager
17.3 Menus > Move Invoice to Activities
Portal - Add Payroll menus to the Customer Portal
CLONE - Calendar needs to be a floating window instead of embedded in the menu.
Expand
titleTransports
17.3 - Change Customer > Transports > Quotes > Show Tax Detail Checkbox into a Dropdown

Bug

 

Expand
titleEntity Management
Cannot enter a Split Less Than 1 Percent
Expand
titleIntegration
Shipment Feed - Send Create feed to SAP only Once
Expand
titleSales
Unable to modify the recurring invoice
Sales Analysis Report no longer shows a line total, tax total, total etc
Cannot enter a Split Less Than 1 Percent
When item type comment prints on the invoice, remove qty, price, total, etc.
CLONE - CLONE - Unable to Post Invoice. "Total scheduled quantity cannot be less than zero"
Expand
titleScale
Header/Footer Text Not displaying on Scale ticket
Expand
titleSystem Manager
User Roles for Portal > Unable to set security on Controls
Tax Code
Error in batch posting