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Bugs Card Fueling
Transaction Grid > Failed to Load when searching Import Transaction > Missing Vehicle # Gzip is not working properly Import Multiple Files showing errors from prior imports Could not get Local Index pricing to take for Allen County Purchasing
Cash Management
CLONE - HDTN-189041 - i21 PGPipeline - Cash Management does not reflect the proper GL account as of 11/30 CLONE - No Data to Export Error on Bank Account Register Not allowing inactive ACH accounts
Contract Management
Roll contract screen does not load all contracts Slice sequence is not working vyuCTAssociatedFutOptTransaction should show matched lots: - Contacts are not loading in contract screen
CRM
Campaign navigation bug When we search for sales people from the opportunity screen you see duplicate enteries.
Dashboard
Dashboard panel drill down gone for users with access rights to that panel Dashboard not returning Data
Framework Components
Users cannot delete comments Can't export any type of file from search screens
General Ledger
Not automatically selecting account when typing in full Reverse Date is incorrect in GJ Duplicate Closed Entries Are Not allowing to Duplicate or Export
Grain
Discount Schedule - Unable to move Discount up or down Ticket Entry - Shrink Discount calculation Storage - Filter by Portal User Change the label to Price Date and the control to Date field Contracts in Settle Storage Screen will not load due to SC-444 and SC-494 changes merged to 16.4RC
Inventory
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 Shipment - Is allowing 'Other Charges' items to be added in item grid and throws posting error Inventory Receipt- Lot details is missing after entering . Item -> UOM - Validate Unit Qty for inventory items. Should not be the same unit qty Currency is not defaulted from Customer setup to Other Charge item Price Method is Amount, Rate is 150.00 System is not getting the lot status from item configuration on receipt complete
Manufacturing
Process Production - Validation message correction for item tracked item production Help URL is not working from Recipe screen Rounding issue in the Pick list screen Application should not load the historical lots by default in Inventory view
Purchasing AP
Unable to Delete Voucher HDTN-188905 - Pay Voucher Export truncating/rounding to whole dollars
Quality
After changing the item in Contract Sequence, contract number is not displayed in Sample entry screen Quality: Process Production when quality is failed, system is produced the Lot. Quality Property: if List is configured as < 10, <40 as a accepted values, system is displayed error message
Risk Management
Test DD/MM/YYYY format in Futures screens, related search screens Daily Position inquiry- When the quality parameter present against an item then the filter is not happening in ownership change section Failed to load data - Match Futures screen In our demo system it appears that the derivative position is not displayed
Sales
HDTN-185185 Detail lines calculation changes when posting invoice. Incorrect grid total on Service Charge Recap
System Manager
Zip Codes Saved from Address Search are Missing Characters
Tank Management
Sync> to not allow it to give errors if Flow Meters are zero Contract that isn't assigned to consumption site is showing Event Grid> when filtering, it will not export
Transports
Transport Load > Multiple Sales Invoice Creates
Updates
SP - DLL ISSUE Cannot Create New Company Database in i21 with patch updates
Framework Architecture
DD/MM/YYYY format is not working for field having both Date and Time CLONE - Cannot export panel to excel
Entity Management
Time Entry Punches showing wrong date in Timesheet tab on Employee
Help Desk
Ticket screen does not pull default values from Customer Entity screen On an Old Ticket, it will not open and will just keep trying to load the conversation
Logistics
User is not able delete Load / Shipment when container is linked in Quality sample Load Shipment is not updating Load Id in Sampling: - Container Weight field not populated on some contracts
Motor Fuel Tax
Error on New Company Db using 16.42.1215.12RC
Patronage
Unable to Void Retire a Retired Stock - Stock Details
Payroll
YTD on paychecks is DOUBLED... 941b Employer Identification Number is off a digit - putting a "-" in one of the boxes
Purchasing PO
0.00 pay voucher for vendor 3549 does not apply the discount of fuel invoices
Report Manager
HDTN-184082 - Statement Criteria Save Changes does not save the correct date RPT - Dll Issues Direct Printing of Call Entry is not printing properly Issue in Call Entry Report that stocked in processes String filters that has apostrophe on it causes error
Scale
SC-DLL Issues Ticket Entry - Changing Discount Schedule is not saving the reading or changing them Manual Distribution Load In ticket screen - Internal server error with Splits Manual Distribution Split Ticket - Grain Bank portion missing Direct In - Will not Distribute
Store
Last Shift Open date is not being updated based on the the last checkout import date
Enhancements Card Fueling
CSV/Mag Media Exports Import Cards from CSV > Add Departments on the fly NBS > Card File Export for multiple Pins Customer Portal Access to Card Fueling Transactions Customer Portal Access to Card Fueling Cards Accounts Card Grid > Add new Fields for quick edit to grid
CRM
You can not add a new activity from the activity window when you add an activity to a campaign it does not show up in the activity search screen When you create a new event the phone number and mobile does not go to the event Create JIRA tab component when you generate an opportunity from a lost sale it should add the direction Include all activities that does not have Opportunity in conversion.
Framework Components
we should be able to add jira issues to activities we need the ability to add multiple activities at one time from any activity screen Move and Include JIRA tab component to iRely Engine and binding configuration.
Help Desk
Allow the user to edit the due date of the ticket if it is not closed.
Inventory
Receipt - Inventory valuation to include DP & Basis receipts at Market Price & Futures Price+Contract Basis. Receipt - Taxes based on Units are computed on "Qty to Receive" and not "Net" Inventory Shipment - Transfer for the shipment was made before it
Motor Fuel Tax
Deployment script should selectively overwrite or keep existing MFT setup Ensure/Modify existing IN EDI process for SF401 Transports Return Restrict who can select/deselect whether a Tax Authority is enabled
Payroll
parker - needs to deduct lunch from employees who clock in / out and get debit/credits don't match when trying to post
Purchasing AP
If receipt CostUOM is Null, default the cost calculation of voucher to receipt UOM
Report Manager
Add Log Function in Direct Printing Simplified Reporting > Put sort options back in report
Risk Management
Assign Futures to Contracts- If we tick the include expired months in both the grid it is not loading the data
Sales
CLONE - HDTN-186710 - Committed values - Use Reserve stock instead Origin AR Conversion - imported payments from origin are showing in undeposited Funds Grid Invoice - Add Scale column to the list of available columns on the Invoice Details screen HDTN-188028 - Statements are printing data in no logical order Checkoff tax excluded from Invoice Posting Grain Bank - Remove storage calculation HDTN-189361 Add Reference field and ticket number from scale ticket screen
Scale
Ticket Entry - Distribution of Load does not apply to the contract on Manual Distribution screen. Ticket Entry - Void manual ticket number tickets Void ticket - Add option to Void a ticket even if it has not been Distributed Ticket Entry - Voided ticket attached to a Load Schedule should return the load to an available status.
System Manager
Company Locations > Required Cash Account Include JIRA tab component in Loading Framework Components License Generator - Change the number of admin to half the number of users.
Tank Management
Call Entries Search Grid > Add Column for Count of Open Work Orders Fill Report > Showing closed contracts Index Ticket Format > Show decimals to match Call Entry Adjust TM based on AR-3772 changes Generate Orders > Add Column for Count of Open Work Orders
Features Cash Management
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 Management
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
CRM
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.
Dashboard
Add canned panel for Origin - Load Scheduling Show actual SQL error when validating query Provide expand all and collapse all options in Pivot Grid
Dealer Credit Cards
Update to use Framework Import File Mapper
Entity Management
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
FRD
Create a functional test for Income statement and balance sheet accounts Version added to performance tracking
General Ledger
Add confirmation to recompute rate of Duplicated GJ (multicurrency Add cross reference type to the tblGLCOACrossReference table Show account id based on the currency selected
Grain
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
Inventory
Add Warehouse Ref # field in Receipt screen
Logistics
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
Manufacturing
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
Meter Billing
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
Patronage
Create voucher for dividend payment Add Refund Processed column in volume details screen Default 1099 Form and Category of voucher detail to 1099-PATR Process Refund - Changes to FWT calculation - 1099 process refund - Service Fee in voucher
Payroll
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
Purchasing AP
Validation on 1099 information 1099 -PATRONAGE HDTN-164850 - 15.2 Need vendor number, vendor name, vendor address as part of vendor number filter PO > Freight Terms - Add FOB Point details Voucher - Change the Terms, Change the Due Date
Purchasing PO
Checkoff Tax is not working on PO
Quality
Lot Split: Copy the Quality Sample Produce FG by Consuming RM: Create the Quality Sample
Sales
Ship Via Integration Standardized the creation of invoices during import Sales Order - Allow user to add comment item Add column to tblSOSalesOrder
Scale
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'
System Manager
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
Tank Management
Obsolete 2 Part Fill Report
Transports
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
Warehouse
Provide menu item level permission for handleld application