- Created by Liz Dorado, last modified on 01-14-2016
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Tasks
Add some of the field names for ACH Bank File Format if the selected Type is Field | |
Add Types in ACH Bank File format | |
There should have a way to generate multiple lines in ACH Bank File | |
Process Payment should print Payroll Remittance Advise Report for Direct Deposit | |
Add Entry Hash Total type in ACH Bank File format |
Add and modify Menu Item for Tax Report |
Show Contract plan in Contract search screen |
New Feature
SO - Pull from Recipe | |
Invoice - Recipe items | |
Import from Digital Dispatcher into i21 A/R Invoice | |
Limit Location Selections based on User Role Company Locations | |
Need Statement Comment Type | |
Implement Payment tab in Invoice Screen | |
Implement Payment tab in Sales Order Screen |
Improvement
Load Contracts Integration |
Implement Offset Date for Balance Sheet, Income Statement and Cash Flow Template |
Add Direct Shipments to i21 Scale | |
distribution screen updates for 15.4 | |
Scale should use the SP from inventory to convert... | |
transfer in/out needs no distribution... should be removed for this type | |
eliminate duplicate entries in drop lists... | |
scales label should include the description |
Add location name in the dispatch email message |
Print logo on reports | |
Check Credit Limit and Past Due when invoicing | |
Check Credit Limit in SO | |
Add Invoice Type to Special Pricing Hierarchy | |
SO - Add 'Ship' button to process to Inv Shipment. 'Process' button will process to Invoice | |
Add Invoice Date and Post Date on Invoice Search Grid | |
BOL and PO need to pull into the invoice from SO | |
Consider Invoice Type when applying special price | |
Still need Aging Report until we have Group By for Grid | |
Add Provisional Invoice on comment maintenance | Invoice Type | |
Remove Special Pricing Message | |
Add "Current" to Customer Aging Detail Report and Statement Report | |
Add Consumption Site # and Description to Sales Analysis Grid as an Optional Field | |
Tank Management Tax Group and Sales Tax Override needs to be used for Tax Exemptions | |
Add Item and Item Category to the Tax Report | |
Discount Available, Discount Taken on Invoice | |
Tie Receive Payment Detail to Budget | |
Batch Posting Needs | |
Add Discount Amount field on SO and Quote | |
HDTN-174718 - 15.4 - Customer Aging Detail Grid | |
Add back tax report into 15.4 like we had in 15.3 |
Data Fix
Need to convert Audit Log and Recently View for Transport Load old to New Transport Loads |
Bugs
When you click the print each row drill down does not work | |
Report Template - Retained Earnings and Current Year Earnings rows on Balance Sheet and Balance Sheet Detail | |
Row Designer - Override column calculation unchecked | |
Trial Balance - rounding issue on Total Beg and End Balance | |
Error runnning the sql scripts in 15.4 dev | |
Trial Balance report template - Make all rows to have Debit Balance Side | |
Balance Sheet and Balance Sheet Detail report template - incorrect account type for Liability, Equity and Total Expense rows | |
Income Statement and Income Statement Detail report templates - incorrect Account Type for Expense rows | |
Trial Balance Detail report template - wrong Account Type for Liability, Equity and Expense rows | |
Cash Flow Statement - wrong Account type for Liability and Equity rows | |
Incorrect syntax near 's' error when upgrading to build 525 (15.4 Prod) |
Unable to create a ticket - Module name is not displayed |
SO number not appended to Invoice comments | |
Wrong date on import billable from helpdesk screen | |
Contract price used on quote | |
Customer Aging: Default As Of condition | |
Overpayment not rounded to 2 decimal places | |
SO not displayed on Add Shipment screen | |
CLONE - Convert to Template screen no longer prompt when Recurring is checked before entering required details | |
Invoice Report: total tax per line not displayed | |
Transport Quotes not properly filtered by date | |
Empty email header logo | |
Tax Rate not showing all significant decimal numbers | |
Exclude Email filter not working on Transport Quote | |
Freight, PO No and Split not populated after Add Shipment process | |
Incorrect UOM and Price on added recipe | |
Add Recipe showing recipe for other customers | |
Unable to save invoice | |
Cannot open reports on sales module | |
Ingredients not loaded on SO/Invoice grid | |
User not alerted when ingredient did not have enough stock | |
Recipe Quantity not editable | |
Remove Credit Limit total | |
Message revision | |
Error when printing Transport Quote | |
Company logo not consistently displayed on Invoice History report | |
Customer field not filtered by contacts customer id | |
Customer Statement Details report not grouped by customer | |
Tax not recalculated when Ship To, Date, or Freight is changed | |
Need to update Quote with Sent status after email in Batch Printing screen | |
Limit the customer contact to viewing of records only | |
Remove Event field | |
Incorrect Salesperson on imported invoice | |
Incorrect UOM on Add Recipe screen | |
Cannot post invoice from Add Recipe | |
Sales search screen issues when user is logged as contact | |
Round off discount to 2 decimal places | |
Batch Printing should filter for Quote Status | |
Do not allow to recur an Invoice transaction if don't have item/s and miscellaneous. | |
Show 2 significant decimals for total | |
Exempt button on Item Taxes not properly functioning | |
SO - Add Recipe does not have Qty field and no proportionate calculation of ingredients. | |
Recap button missing on Invoice from Transport | |
Show item price on Add Recipe screen | |
Discount not updated when Date Paid is manually typed | |
Sales Analysis - General Ledger Account | |
Disabled Recap button on Receive Payments Detail | |
As of date filter not showing correct data | |
Over 90 Days not properly computed | |
Customer Inquiry report: incorrect Last Payment Amount | |
Customer Inquiry report: incorrect Balance/Total Amount Due | |
Customer Inquiry: link Budget Amount and Budget Month to entity setup | |
Unship is enabled on a closed SO | |
Filter Customer Aging Detail report based on User Role company location | |
Breaking changes of Transport in Invoice | |
Error when importing dispatch file | |
Show the TicketNumber on Invoice | Comments | |
Show Discount Taken on invoice search grid | |
Can process to invoice SO with blank uom | |
BOL No and Freight required when processing SO to Invoice | |
Blank column on Add Recipe screen | |
Proportionate calculation of ingredients | |
Payment History Report reporting error | |
Ingredient price to show 6 decimal places | |
Unpost button displayed on Invoice from Transport | |
Service Charges Showing up after being forgiven | |
Error viewing Receive Payments Detail record | |
Forgiven service charges still included in the computation |
Checkout screen not opening in 15.4 i21 demo server |
Failed: Deployment of 15.4.0112.524 to New QC - i21Server |
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