- Created by Kristine Alera, last modified by Beverly Dellosa on 12-21-2016
Bugs
CLONE - Vendors showing missing check record detail |
Not automatically selecting account when typing in full |
On selecting the sub location, or while entering gross or net weights, scrollbar moves to left | |
IR Replicate Balance Lots - Cannot Post when there is a tare amount | |
Inventory Receipt- Lot details is missing after entering . | |
Line total and total is not converting to main currency in Inventory Receipt | |
Wrong Inventory - 1025 FG PKG and In Transit amounts | |
IR UOM Conversion - Wrong Debit and Credit amounts |
Quick filter is not working in Sample entry search screen |
Invoices are not Showing up when using Locational User roles | |
Need to remove the restriction of General Account in Sales posting | |
Quotes are showing up in Sales analysis reports - should not | |
Item link from Sales analysis opening a blank item screen | |
HDTN-186022 - Cash Sales and Cash Refund should update Sales Analysis | |
Customer Inquiry does not show Voucher when entity is vendor also | |
HDTN-188300 Batch printing for non-canned letters showing no records in detail tab |
Zip Codes Saved from Address Search are Missing Characters |
Enhancements
Ensure/Modify existing IN EDI process for SF401 Transports Return |
HDTN-188028 - Statements are printing data in no logical order |
Quote > Implement Show Tax Detail | |
Quote > Implement Show Freight Detail | |
Quote > Calculate Freight on Quoting | |
Quote > Calculate Tax on Quoting | |
Quote > Temporary Adjustments on Screen | |
Transport Load > Default Distribution Gallons from the Receipt Link | |
Blending Validations |
Features
Only 1 bank account set up in i21 or 1 active bank make it a default | |
Encryption of Routing and account numbers | |
Bank File Formats - Date Format mm-dd-yyyy | |
Ability to reprint ACH Advise or Pay Stub | |
Bank recon is prioritizing the description as its payor over the name of the detailed grid | |
Record Description of GL Transaction Detail screen is redundant | |
There are two check registers. AP reports and CM reports. |
Contract Status (Purchase Contract & Sales Contract) | |
Merge slice feature within Contract Sequence | |
Split field in header and sequence | |
Add hyper links to detail contract screen | |
Provide a configuration for Contract Conditions and allow user to select the same in contract screen | |
When you enter a contract the Terms should default from the entity | |
Contract Adjustment: Contract Price is not showing for pricing type Cash. | |
On selecting port or warehouse, auto-select country in Contract screen | |
System generated contract number has to be incremented only on saving the transaction | |
Sequence - Lot Calculation - Add Actual | |
Contract sequence screen can show the contract number in the titlebar | |
Prepaid link on Sales Contract not pulling Customer Prepayment screen | |
Slice feature to slice even price contracts as well |
Add attachment feature to campaigns | |
Be able to duplicate opportunities | |
Add Approvals to Campaigns | |
Can not save competitor entity When adding from opportunity | |
Lost Revenue / Missing Sales | |
Add a hyper link to customer and contact in the sales entity contact screen. | |
Set as hyperlink: Product screen Type, Product, Version fields | |
Add defaults to type | |
Move Campaign from Help Desk to CRM | |
Move Line of Business from Help Desk to CRM | |
Move Sales Pipe Status from Help Desk to CRM | |
Move Win Loss Reason from Help Desk to CRM | |
Move Lost Revenue from Help Desk to CRM | |
Move Opportunity from Help Desk to CRM | |
Move existing Opportunity activity to SM activity. |
Update to use Framework Import File Mapper |
Create Group Entity | |
1099-PATR for Patronage Refunds and 1099-DIV for Patronage Dividends | |
Add "Lien Holder" entity type. | |
Add a class field to the entity | |
CLONE - Add a hyper link to customer and contact in the sales entity contact screen. | |
HDTN-166490 - delete entity data when setup new in i21 and no history | |
HDTN-174797 - Can not delete Vendor in I21 Vendor Maintenance | |
Entity > Ship Via > Sort Surcharges in Descending Date Order | |
Add drill to tax group from entity location | |
Validation when importing blank or empty Employee Template | |
On fetching address from Google, set the latitude and longitude in the entity and entity location screen | |
Vendor Expense restriction. | |
Modify origin vendor conversion - import ship to locations into main payto vendor | |
Validation of Direct Deposit in Employee > Direct Deposit Tab | |
Add Tax No To Entity Import - Vendor Only | |
Add a field to import Vendor Type | |
Encrypt EFT Information's Bank Account Number | |
Change Add to Campaign namespace when adding contacts to Campaign. | |
Add Supplemental Calc and Tax Calculation fields |
Create Price History | |
Price History Report Screen | |
Electronic Pricing should get basis and future price even when not using a provider | |
Discount Code - Add Type field for discount code override | |
Audit logs is not displaying the actual values instead it is displaying the key values for the drop list values. | |
Electronic Pricing call should use updated Symbol and Futures symbol Prefix instead of Saved data | |
need to improve on testing in schedule set up screen. | |
Electronic Pricing User Check Addition to sp | |
Storage Schedules - Configure Other Charge Items as fees |
Add Warehouse Ref # field in Receipt screen |
Least Cost Routing changes | |
New type 'Shipping Instructions' in Load / Shipment screen | |
Add Warehouse Ref. No in Pick lots, Stock Sales, Load / Shipment screen, Delivery Order Print | |
Add Canned panel for load scheduling fetching data from origin load scheduling | |
Add Percent Left column in LCR |
HDTN-163273 - Blending Questions - need feature to | |
Kit Pick List should pick from Staging Area based on Process Attribute | |
Create multiple lots in Blend Production | |
Item Substitution changes | |
User wants to see the changes done on the lot property Vendor Id and Vendor Lot No | |
Display current qty in the system qty column instead of previous counted qty | |
Display all the output item in the yield view | |
MFG - Work order Management - User should be able to Undo close work orders from work order management. | |
Application should have a Item mapping facility. | |
Blend Management: If the Valid period is setting for the item, it is not displayed in the blend management screen and on releasing the blend system is displayed error message | |
FG Production - When output item is Item tracked, then after producing On Hand qty and Last Cost is not updated | |
Process Production - Locations in consume and produce screen should load only those which are configured for the manufacturing process | |
Inventory Cycle Count functionality | |
Production Reversal feature from Inventory view after the work order is closed | |
User should be able to undo a produced blend lot | |
SO - Add Recipe - Flexibility to define batch sizes | |
VFD Order requirements - Recipe | |
VFD Order requirements - Recipe to Sales Order | |
Recipe Screen - Move customer as the first column | |
Recipe - Ingredient item of type comment should support multi line description | |
Add Move Up & Down button in Input Items Grid in Recipe | |
Sales Order - Add Recipe - Allow user to have a comment item with white (blank) spaces | |
Sales order - Add Recipe - Provide function to refresh the order with latest prices | |
Sales Order - Add Recipe - Cost Source - Show Sales Contract only if that item has sales contracts | |
Sales Order - Add Recipe - Recipe Grid - Add Customer No column | |
Capture inventory adjustment transaction in MFG table | |
Move Demand Analysis View Code to Manufacturing | |
Capture Planned date and shift in the work order planning screen | |
Rename the 'BOM' column to 'Recipe' in WO editor and FG production screen | |
Production - Undo and Resuming the WO should get the latest recipe | |
Show related Lot ID for consumption transaction | |
Production when recipe is configured 'By percentage' | |
Scheduling - Should be able to define Machine capacity in hours[By hour] | |
Provide file attachment tab for work order management screen. | |
System should not allow user to produce a lot for a line if the line is failed in the quality sample | |
Handling vendor no in the pattern generate procedure |
Implement Drill Down on Meter Reading Search | |
Implement Drill Down on Consignment Rate Search | |
Implement Drill Down on Fueling Point Price Change Search | |
Implement Drill Down on Fueling Point Reading Search | |
Implement Drill Down on Meter Account Search | |
Implement Drill Down on Grid for Consignment Rate screen | |
Implement Drill Down on Grid for Meter Account screen | |
Implement Drill Down on Header for Fueling Point Price Change screen | |
Implement Drill Down on Header for Fueling Point Reading screen |
Supplemental Wage Tax Calculation Type | |
W-2 export for Federal Government | |
If no $ associated with an Earnings Code - it does not need to print on check or be stored | |
Add Name filter option in Process Pay Groups filters | |
Require Employee Earnings to be assigned to a Pay Group | |
Add option to mask employee information as it is passed to the checkbook | |
Add Supplemental Calc and Tax Calculation to Employee Templates |
Checkoff Tax is not working on PO |
Allow more digits on screens related to the scale to support | |
Search screen to lookup splits | |
Add the "Field" field to the contract search screen on the scale ticket | |
ticket pools load of distribution types should be the same for all tickets at creation | |
purchase/sales need to have same fields and links on tabs | |
scale station settings - hide discounts and storage other type charges from fee items. | |
Rename the column name 'Type' in Contract Selection screen for 'Pricing Type' |
Tax Code Tax Agency should be an entity | |
Add "Tax Pay To" | |
Add an Open button on User Role's Sub-Role tab | |
Company Location Cleanup - Hide "Unused" GL Accounts | |
Company Location - Rename Cash account to Bank Account | |
File Downloads: Folders are always expanded when screen is opened |
Obsolete 2 Part Fill Report |
Transport Splash Blending on Load and through to creating the blend record for Inventory Costs | ||
Defaults on Distribution Detail | ||
Research Transport Blending Requirements for Other Module Integrations | ||
Show message if Item for Freight is missing | ||
Warn on Duplicate BOL#s | ||
Drill down Field Mapping from Import Rack Price screen | ||
Vendor Location as active/inactive should apply for the Transport Load screen as well as Rack Prices Entry | ||
Implement Drill Down on Transport Load Search | ||
Implement Drill Down on Transport Quotes Search | ||
Implement Drill Down on Quote Price Adjustment Search | ||
Implement Drill Down on Grid for Transport Load screen | ||
Implement Drill Down on Grid for Transport Quote screen | ||
Implement Drill Down on Grid for Rack Price screen | ||
Implement Drill Down on Grid for Quote Price Adjustment screen | ||
Implement Drill Down on Grid for Bulk Plant Freight screen | ||
Implement Drill Down on Header for Quote Price Adjustment screen |
Provide menu item level permission for handleld application |
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