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Task Card Fueling
Customer Invoice Card History > Expand Transaction Details that shows on the Search Grid Calc Transaction Rules: Contract Price to set Net Price Calc Transaction Rules: Remote Taxes Create Origin Conversions to i21 for Setup Create Origin Conversion for CF History i21 Import Tran from Text/CSV CF table constraints to other module table
Cash Management
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
Common Info
num prefix field to use dbl prefix Include Company Name in the Login screen for the Company combo box Remove the Reallocation report from Menu Include files in System Manager Reverse the FCOM-765 Remove the background feature Add Credit Card Processing panel in System Manager Company Configuration Open Screen Company Configuration - Default tab: Patronage Expanding tree menus should automatically move them up so they are fully displayed Copyright to display 2016 Need to add 'Position by Period Selection ' menu in the Risk Management Module Need to modify the menu name in Risk management module Add and modify Menu Item for Tax Report Need to modify the strCommand in Risk management module Add Invoice on Menu Move Announcements from Help Desk to SM module and provide an interface for Admins Add Quarterly FUI to Master Menu Change colors on tree menu for better visibility Save/Export Favorites Menu Rework the Login Screen to make it a full page instead of a window Add a Company Logo upload box to the Company Configuration screen Remove Quote menu item from Sales module Enable CompanyPreference for Logistics module Home Screen Changes Remove Weight Claims screen from Logistics menu Add menu under CRM Module named Prospects Replace Modern Scrollbars with normal width scroll bars for easier use with touch pads Provide an SP or SQL Function to retrieve the 'default' currency in a database. Enhance the UI of the Home Panels Add a line break between Filter and modules in Tree Menu UI updates to the Favorites tree menu MasterMenu: Create AP Transaction By GLAccount Menu for Purchasing Report (simplified reporting) Add border around login screen Remove the user preferences from the menu Rename "Site Group Price Adjustment" to "Remote Price Adjustments" on Card Fueling sub menu Create a menu under Common Info named Calendar User Portal - Need Contracts added to Portal Roles
Contract Management
Code "clean weights and cost" screen Contract - Add export flag in Contract table for ERP integration Contract Clean Cost Export - Add export flag in Clean Costs and Weights table. Changes due to Transport schema changes Show Contract plan in Contract search screen Set created date as contract date for the records where created date is null Participate in Global Search Provide a view for all fields in cost tab along with contract + sequence number DP Contract - Add Storage Schedule to Sequence Code changes due to Ext js upgrade Demand Analysis Inquiry- Short/exess of demand should be in green when positive Do not save contract while duplicating CT- Stop pre-loading of files after login Show market's default UOM as price UOM in contract sequence if pricing type is HTA, Basis or Priced Additional Column for Contract Views Update numeric precision to 18,6 in SP Applied field in contract sequence screen
Entity Management
Add Tax Options for different State Remove all references with tblSMTaxGroupMaster table in EM tables. Add Username and remove Entity No in User Search screen Update Entity Models - tblPREmployeeEarning.dblRateAmount Optimize Code Add strStockStatus field in CustomerBuffered Store Include "Enable Two-Step Verification" in the User Profile screen Create common combo box for Static Store used in EM Hide all the id column in grid combobox in Entity Management Use the new feature from GCE to move the config file Additional option in Customer Email Distribution Option Add functionality to edit contact admin role Add intCent and ysnSubCurrency on Vendor Entity store Add drill down functionality to user role in contact screen
Framework
Smart Dates - Allow Any typed Date Format in Date fields Update the Two-Step Verification screens Need a global keyboard shortcut that will move the cursor to the grid from any header fiel Home Menu Panels Export All search grid rows or only the selected rows Additional functions in web API iRely.Common.Security Two-Step Verification name in Google Authenticator should be "iRely i21" instead of just "iRely" Update SMS message for Two-Step Verification Ability to filter just like search grids on Home Menu Panels Upgrade to Sencha ExtJS 5.1.2 Additional Home Panels Drag a search grid column to filter on the fly Extend Global Search Add Tooltips for the Header Menu icons Export grids with header and footer Remove the Validation on drill down for Phantom data. Prevent Search Grid Columns from getting to narrow on smaller displays Comments & Messages Panel Enhancements Add a Cancel button to the Opening Attached File screen Need hyperlink for text field label Grid Filter should only allow filtering on columns displayed in the grid Merge Help Desk Editor with Comments and include the full toolbar editor in Comments Adding of cell information as one of the parameter in drill down event Include a way to add a Link to the Attachments tab User Profile button to Log a User Out of all Devices Hotkeys for Message box buttons Make i21 load faster under low bandwidth by enabling Cache, reducing the modules that load and minifying the code Create a Screen Dock to hold any collapsed screens Need a way not to retain the filtered column Create a way to append configuration settings outside the main view controller file of a view Rework Add Screen Shortcut screen Move Visualization tab to right of Contract Details tab in Search grid for Contracts
FRD
Make sure that FRD conversion to use the tblGLCrossReference Run the FRD Post deployment script i21 Performance Tuning
General Ledger
Migrate error messages to uspGLErrorMessages Account Template for Sales HDTN-172139 - Error in GL Account ID detail drill down from Trial Balance Detail report. Remove the dblOpeningBalance in vyuGLAccountView Rename 'Auto Negative' Account Category to 'Auto Variance' Double Arrow down should be replaced by drill down label Kindly add "Deferred Revenue" account category of type Liability. Implement Framework Changes (i21 Upgrade to ExtJS-5.1.2 (affected codes) Allow xtype account combo box to allow account category without filter Minor Adjustments for GL Reports
Grain
Implement early days functionality while listing contract in scale.
Help Desk
Create mapping between HD Modules and SM Modules
Inventory
Inv Shipment - Update contract schedule qty on save Create a column named "strBackColorName" in table tblICLotStatus Add Warehouse instruction button in Inventory Shipment and open warehouse instruction screen Pass Shipped flag as false to prevent pick lots recurring in Inventory Shipment popup screen Inventory shipment integration with contract Participate in Global Search Convert Long UPC to short UPC Include intLoadToReceive and ysnPosted in ReceiptItemTableType and update the same in uspICPostInventoryReceiptIntegrations SP Receipt - Total to be displayed below gross weight and net weight columns IR Screen- Populate BOL number entered in the inbound shipment screen Add a transaction type in tblICInventoryTransactionPostingIntegration table to call adjustment SP from iProcess
Logistics
Ext js upgrade related changes in Logistics module Change intLoadNumber to strLoadNumber in Load Schedule table Add Franchise % and Shipped quantity in logistics view to get Weight Loss in Receipt Add strCurrency,strMainCurrency,ysnSubCurrency,dblMainCashPrice in ShipmentContractReceipt view Add Weight UOM in logistics view for demand planning
Manufacturing
Blend Production: Add Lot Status column Item Substitution Quality graph in Soluble Production like in ACS Work Order Planning: Once the work order is create from the sales, we should a copy of recipe at time of saving Warehouse: Picking alternate lot from handheld should allow Pattern generation Work Order Management: Provide default dates for Order Date, Required Date and Planned Date Need validation for Lot reservation in Inventory view
Payroll
Mirror the Employee Entity Earnings tab to Employee Template Update Tax Table component to latest version 2015.14 Update Tax Table component to latest version 2016 Create ACH Advise Report Update Tax Table component to latest version 2016.02 Void Paycheck Update Tax Table component to latest version 2016.04 Add W2 field in Deduction Upgrade to ExtJS 5.1.2 Display the Bank Account Number in Bank Account field regardless if the Origin Integration is ON or OFF
Purchasing
Need a buffered store version for AccountsPayable.store.PurchaseOrderDetail Implement Cost Adjustment Participate in Global Search Create a link on 'Amount Paid' field of voucher. Upgrade sencha codes to be compatible on ExtJS 5.1.2 Error ocured when loading voucher and po screen. Stop pre-loading of files after login
Risk Management
Program Currency entry screen Provide export to excel option in futures 360 M2M entry screen - Don't allow user to type value in column "Cash/Futures" when the item valuation type is "Futures + Basis/differential/premium price". DPR per calendar month Coverage Report- Purchase and sales contract quantities should move out of coverage once the sales contract is invoiced. Rename Customer position inquiry M2M - Add totals in summary tab and transaction tab for the columns quantity, result, result basis, result futures and result cash M2M inquiry- Quantity column of Sales in transit and sales contract should show - ve sign quantity Match fProvide a message when transaction moves from one tab to another M2M Entry- Provide a feature to identify the columns where to enter cash and basis Coverage report- remove number prefix from the labels Impact of sub currency in Futures module
Sales
Participate in Global Search Provide a stored procedure for invoice screen
Store
Checkouts Add Tax Group Id to Book Keeper Tab of Store Screen. Add Last cost column to the Grid Add Location to reg product codes Promotions Screen Development
Tank Management
Server Side Code Revamp Error building TM Project in master (16.1)
Test Framework
Method to use on clicking Search multi tabs
Warehouse
Need Buffered store for Material NMFC
New Feature
Cash Management
Reduce the checking accounts available for selection
Common Info
Ability to create a new company from the current company Support for sub-currencies (US Cent) Formulated Starting Numbers Ability to deliberately lock my screen Ability to register multiple companies Please add a CRM menu option so that we can start to build out CRM User defined folders in the Favorites menu Can we get a button to test help desk email Settings. For Consistency - remove the Create ticket from the menu Add "CRM" to Company Configuration screen.
Contract Management
DP Contract Type Event Matrix maintenance screen Replicate button for sequence Reassign Functionality Contract Status (Purchase Contract & Sales Contract) Unlimited Quantity Contracts Prepaid button Contract Sequence Futures field - Electronic Pricing Demand Analysis - Development Contract Sequence - FX tab - add new field (FX price UOM) Clean Costs & Weights - populate on Clean Weights field from Inventory Receipt Impact due to sub-currencies in Contract, Price Contract screen Contract Header - Process button
Entity Management
Create Group Entity Entity Search Detail Grids Entity Contact: Make the Time zone required Setup security for customer portal - use Role Import for Customer Entity Special Prices from CSV/Excel Ship Via Entity > Add Tariff Type Move the messages to the entity screen Clarify verbiage in comments Can we add the audit log to the EFT information on the Entity Create Entity Search for customers under CRM Module Add the custom fields tab to the entity contact. Add fields to entity contact Adjust contact screen We would like to be able to create a list of Contact types for CRM Contact list does not reference back to the entity thus it is not of much value add attachments to the entity and the tax exemption tab and the entity Add a link that would take a twitter account from Entity and send it to the twitter site for that id Add the following fields to the customer import
Framework
Global Search Two-Step Verification Recently Viewed Search grid Group By with optional Totals per group Combination sorting on grids search Need Nested Grid Implementation Provide drill down option for check box Add functionality for search filter value or grid filter value to get value from a store or static store Create User Portal to replace e-commerce module Two Step Verification by email as an alternate to SMS User-defined keyboard shortcuts Add Calendar Control to Common Info to display system events Custom JS Chart control working with i21 Add "Before Today" to the Grid Layout Filter list Drag Cell in Search grid to automatically add a Filter Provide SP to insert records to Reminders List
FRD
Fill down feature Create a Trial Balance by Primary Template Create Balance Sheet by Primary Template Create Income Statement by Primary Create a rolling 12 month column per below Can the COA remember where it was when it comes up There is no more option on drill down - it just happens When you have a beginning balance in the column you should hard code bot to the start date Add tabs for rows and columns to the report builder Create account type column and default based upon account type. Validation for sum functions Cant duplicate reports in report builder Add a tab for Rows and columns
General Ledger
Temporary inactivate accounts for historic import Add a reconciliation table Should not be able to close a month with unposted transactions outstanding Add Reallocation Detail
Grain
Scale Operator entry on main scale screen... calling uspRKGetElectonricPricignURL updates Add monthly type storage charge type to storage calculations add "recalculate" function to storage stored procedure Use new print function changed by framework team in 15.4 QC Scale Items require update Storage type needs to be reconfigured for messaging under save, updates for offsite updates for getting real ticket number still has issues...
Help Desk
Create an activity screen from the help ticket screen Add a new ticket search screen for "Activities" crm actions Add due date and completed date to "activity" screen Customer should not be a menu item it should be a hyperlink Contact should be a hyperlink on project screen Auto fill for customer not working in project screen Rename project to opportunity and replicate in CRM menu We need to be able to link quotes to opportunities and projects Add Opportunity fields Add hyperlinks to drill down on functional setup Way to assign Agents to various Products. Create a List of Sales Process status for the opportunity Add the Overview tab to the opportunity Rename Ticket to Activity in Opportunity screen Items to add to opportunity search Email Setup for HelpDesk and System should be consolidated with system manager email setup Email Overrides for help desk Change the "Project" to Opportunity in the search screen Change internal sales person heading on the opportunity and project to sales person Fix Link to customer screen on opportunity Changes to the opportunity screen Please link the Sales Pipe Status to the maintenance screen In Activities add email options Create Configuration panel for CRM Create link on contact in opportunity search to contact info Opportunity Validations Due Date should be a Calendar control for selection Activity Screen Create an Line of Business For CRM Add line of business to actity Add a new entity from the entity search screen on activity, Graphs and charts - Activity Summary by Sales Rep Be able to add quote from opportunity Pipeline forecast Chid (Chart +Grid)
Inventory
Receipt - Receive against transfer order Bill Entry - Adjust the inventory costing when user change the cost of the item when billing. Bill of Lading Print - print from Shipment screen Inv Transfer - Detail tab for Search, include hyperlink to maintenance Inv Adjustment - Detail tab for Search, include hyperlink to maintenance After Changing the Lot's Item, application is not allowing to perform any transaction on that lot Inventory receipt - other charges & invoice tab: Need to provide a column for selecting currency Inventory Shipment - Allow user to select tracking # and containers in a popup screen. System should auto populate weight unit and warehouse selected in inbound shipment screen. Show a static message on entering the received weight, if there is an underweight in inventory receipt screen Impact due to sub-currencies in Receipt screen Provide Long UPC,Vendor Number and Vendor Name in 'BufferedItemPricingView' Store Add Export flag and Exported date fields in tblICInventoryReceiptItem table for ERP integration
Logistics
Email Dispatch Info to Driver Add Logistics module into Preference settings Inventory Lots view - Afloat stock + Spot Logistic Loads for Fuel customers needs to support multiple Items/Customers Load information to present on Load schedule Adjust the Carrier shipment Order to include Load Directions and Load Scheduling messages Add reference to new Transport Load table in Logistics load table
Manufacturing
Blend Requirement - Check MRP Blend Production - Auto Refresh of screen Inventory View - Add buttons to open inventory transaction screens Contamination Group - Development Item Contamination - Development Master Blend Sheet Report - Development Master Blend Sheet Report with Price - Development Blend Consolidation View - Development Material Consumption Report - Development production Summary View - Development Downtime view - Development Wastage Summary View - Development Un-allocated Lots View - Development Production Summary by Line View - Development Production Summary by Date View - Development Process Movement - Development Efficiency Downtime Entry - Development Efficiency Shift Activity - Development Option to view Lot Reservation from Inventory View. Schedule Maintenance - Development Build cross contamination and backward scheduling for work orders Material Requirement - Development Finished Goods Forecast - Development Yield Configuration - Development Yield View - Development Item Substitution View Parent Lot Reservation Simple Blend Production (Lot & Item Based) Traceability for Contract, Inbound Shipment and Container HDTN-176937 Add a total in Recipes Forecast Buying Group - Development Auto Blend Sheet Using Quality