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Bugs Card Fueling
Index Pricing > Require Fields CLONE - Gzip is not working properly CLONE - Some transactions are not showing on invoice report
Cash Management
CLONE - Vendors showing missing check record detail
Contract Management
Add Futures Market in Price Contract search screen Short created from Price Contract is not updating dtmCreatedDateTime field in futures table Roll contract screen does not load all contracts Slice sequence is not working
Dashboard
Dashboard Excel Export Bug Date exported from dashboard to excel is showing as string
Framework Components
Numbers are treated as string when it is exported to excel Can't export any type of file from search screens
General Ledger
Not automatically selecting account when typing in full
Grain
Ticket Entry - Shrink Discount calculation Storage - Filter by Portal User Change the label to Price Date and the control to Date field
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 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
Manufacturing
System is not considering shift while generating a pattern Process Production - Validation message correction for item tracked item production
Purchasing AP
1099-MISC not printing Payer Company Name Unable to approve vouchers Reverse button disabled when voucher payment was voided
Quality
Quick filter is not working in Sample entry search screen
Risk Management
Position by period selection : Month and year has to be sorted in ascending order Futures trading month is blank in Futures Months master
Sales
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
System Manager
Zip Codes Saved from Address Search are Missing Characters
Tank Management
Lease Code> Item Column missing in part Origin part i21 Lease Billing > To i21 AR has some with Ship Date TM Collation Issue
Enhancements Card Fueling
NBS Import Trans > to not require a Site for Mapping and use the global mapping on the network CLONE - NBS > Card File Export for multiple Pins
Contract Management
Contract Sequence - Blank Farm No. should open contract header Add Contract Header columns to the available columns for the Detail tab Show a message in contract screen if quantity for scheduling is not available when user clicks on Load Schedule button
Motor Fuel Tax
Ensure/Modify existing IN EDI process for SF401 Transports Return
Risk Management
Live DPR- Inhouse should not incluse DP contract when we tick the include DP in company titled check box in the company configuration Assign Futures to Contracts- If we tick the include expired months in both the grid it is not loading the data
Sales
HDTN-188028 - Statements are printing data in no logical order
Scale
Unable to re-distribute Load Out Ticket for Open Storage Ticket Entry - Voided ticket attached to a Load Schedule should return the load to an available status.
Tank Management
Lease > Add Tax Group Fill Report > Showing closed contracts
Transports
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 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