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Feature
| CF - Standardize Gridcombobox to eliminate caching |
| Add GL Account to the search on GL account reconciliation |
| CM - Standardize Gridcombobox to eliminate caching |
| Bank Reconciliation - Add Hyperlink to the Bank account |
| Bank Transfer - Remove Type field |
| Pricing a contract sequence must also update inventory |
| CT- Rename Sublocation and Storage Location |
| Contract Brokerage Screen Design |
| Add the create date to the Opportunities search so that we can search opportunities by Create date |
| Add count of Activities ,Contracts and Quotes that are associated with the opportunity |
| Add a list of modules that the customer is using |
| Lost revenue report to add generate campaign |
| Add the email to the activity so that you can click and one step integrate to outlook |
| Add entity type to the |
| When the status of the opportunity is closed you should be able to still edit the win loss information. |
| On the opportunity search screen can we add the breatkout of Software vs maintenance vs other |
| Opportunity > Add Creation Date |
| When exporting we should call everything report not export |
| Standardize Gridcombobox to eliminate caching |
| Lost Revenue Report - Add campaign selection |
| Entity - required fields - dont require terms on prospect |
| Opportunity - Entity creation - New is not visble |
| Campaign - Contacts - Add none to the list of possible repsonses |
| DASH - Standardize Gridcombobox to eliminate caching |
| Panel footer does not reflect on export file |
| CCR - Standardize Gridcombobox to eliminate caching |
| ET - Standardize Gridcombobox to eliminate caching |
| Table for storing truck GPS coordinates for real time positioning |
| Allow negative earnings codes |
| Create New Entity - The Company/Person should be a dropdown, Default to company |
| CLONE - Entity - required fields - dont require terms on prospect |
| Add Shift Differential Earning Calculation Type |
| Entity creation - Add location to the find duplicates screen for quick entry of prospect or any entity from find duplicates |
| Simultaneous Users on Posted Record |
| Disable paging on server side level when page size 0. |
| Comments screen improvements |
| Prevent Search grids from automatically reloading every time they are activated (performance enhancement) |
| Add Export list function on transactional Grids |
| When filter is applied to a maintenance grid, the records must be filtered out immediately. |
| Time Off Request > Add Loading/Waiting screen during submitting/approving of records |
| Allow font size change in letters |
| CLONE - Unable to open multiple activities |
| Do not display extra zeroes in the number field when the value is a whole number. |
| CLONE - Need to be able to add multiple resources to an Activity |
| When exporting to excel from the GL Detail - respect a format |
| Enhance Reporting from Search screens |
| CLONE - Create an opportunity from an activity |
| Prevent the Combo Box from dropping down when you start to type and only drop when you press enter or click the drop down arrow |
| Select Email screen - Move the "Add to To:", "Add to Cc:" and "Add to Bcc:" to the screens toolbar menu |
| CLONE - Add the email to the activity so that you can click and one step integrate to outlook |
| Calendar Control - does not select date on double click. |
| Add a Button or Checkbox to turn on Totals in all the Search grids |
| Create a Report Translation component/tab |
| Add Variance Calculation Type to Column Calculation |
| Add the archive list to the Financial Report Builder as a tab |
| FRD - Add defaults to the columns so they print correctly |
| Add columns to the Report Builder screen |
| Row is replaced by drag and drop not inserted between rows |
| Speed of Reports - Auto Archive etc |
| Running the change report when no changes are present |
| Add row type to the search for reports |
| When you drill down on a group of accounts it does not filter out zero accounts |
| Variance calculation |
| Standardize Gridcombobox to eliminate caching |
| HDTN-162936 - Unable to use clone account for multi-segment structure. |
| GL Difference in GL Account Detail screen |
| add an error check to the gl import |
| Multi Currency changes - Journal - DB View for Revalue screen |
| GL- When exporting we should call everything report not export |
| GL Detail screen - Remove Audit Record column |
| Add the foreign currency that a transaction took place in to the GL Detail |
| Add ysnExported, dtmExportedDate fields in tblGLDetail table |
| Segment accounts Performance |
| GRN - Standardize Gridcombobox to eliminate caching |
| Remove username and id column from the 'Assign Ticket' screen |
| Rename Jira buttons |
| When exporting we should call everything report not export |
| Standardize Gridcombobox to eliminate caching |
| Receipt - Receive against transfer order |
| Convert Simple Combo Box Fields to Grid Type Combo Box Fields |
| Add intParentLotID in tblICStockReservation |
| Receipt - Other Charges to have setup for AP Clearing account and book gl |
| Inv Receipt - Posting changes for currency field in other charges |
| Shipment - Posting changes for currency field in Other Charges |
| Inventory Count> Hyperlinks to Maintenance |
| Add Haz Mat Messaging for ET to Inventory |
| Item Messages for Energy Trac |
| Implement Starting Numbers: ‘Use Location’ |
| ET View - Item Messages |
| Item - Do not allow duplication of UPC |
| Need a buffered store for all fields on Item --> Setup --> Motor Fuel Tax tab |
| Receipt - Add the unit of measure to the voucher screen in inventory recipt |
| Receipt - Add a drill from the inventory receipt to the purchase order |
| Item - Add a flag on the item to determine if it is scaleable or not |
| Rename Sublocation and Storage Location |
| Performance Guidelines Phase 2 |
| Receipt - Add 'Last Free Whse Date' data field in IR screen header |
| Receipt - In IR screen, show the weight loss percentage next to actual net weight loss field |
| Receipt - Add total lots weight next to total item weight (gross and net) |
| Receipt - Provide 'Fetch Costs from Contracts' button in the IR screen. |
| Import Utility - Change button to check box |
| Move "Wgt or Vol Gain/Loss" to the summary panel. |
| Stock Details - Remove Consigned Sales column |
| Include the description of account of item gl account. |
| Provide Move Up / Move Down button in Sequence tab of LCR screen, Enable truck capacity field |
| LG - Standardize Gridcombobox to eliminate caching |
| Load Schedule - Add Cancel button |
| Option to export to Excel with multiple sheets through iProcess |
| Standardize Gridcombobox to eliminate caching |
| CLONE - When exporting we should call everything report not export |
| Implement Inactive Customer Location |
| MB - When exporting we should call everything report not export |
| Complete Other Criteria tab of RC Screen |
| Add Currency and Quantity Numeric Type - Patronage |
| Standardize Gridcombobox to eliminate caching - Patronage |
| Volume Detail - Add Refresh button |
| Equity Payment - move Unprocess button, show Pay tab as default |
| More control on "Update Employee" button on Deductions, Taxes, Earnings etc |
| Employee Change Log |
| PR - Standardize Gridcombobox to eliminate caching |
| Timecard - defaults |
| Need to have the ability to add an earning line in Process paygroups |
| add grid to Time Off Request and Time Off Approval Screens |
| Creating Debit Memo from a Bill |
| Vendor return |
| Voucher allowing posting of restricted category - in this case Cash Account |
| Open Clearing report - should list other charges |
| Add Payables - Did not show IR with Item, Premium and Discounts |
| Multi Currency changes - Add the currency to the drop down for selection of bank account |
| Pay Voucher details lookup - Add payment method to payment detail lookup |
| Purchase order Detail grid- Add qty to receive to purchase order detail grid |
| Add Contract Number column in Voucher Detail search grid |
| When you chage the date you have to get new exchange rates and recalculate |
| Add ysnExported, dtmExportedDate fields in tblAPBill table |
| Remove header logo and address, move the document title to center, move 'as of date' to right side in line with title |
| Voucher - Add Purchase Order to the Voucher detail Grid |
| Compute average weight from the previous sample for the selected FG lot in the line sample. |
| Standardize Gridcombobox to eliminate caching |
| When exporting we should call everything report not export |
| Test Screen: While add / remove property in existing test, automatically save it in all associated templates |
| Test: While updating existing test, automatically save the same sequence order in all associated templates |
| future options transaction- If the Csv file have a blank row in between the set of records then while importing it is not importing whole records. |
| CLONE - Standardize Gridcombobox to eliminate caching |
| Customer Aging Detail Grid Improvements |
| Invoice Grid > Show Negative Signs |
| Ticket Entry - After Distribution do not clear the screen |
| Ticket Entry - Add Audit and Comments tabs |
| Load selection - Set load number as Descending |
| Display the Active column in Scale Station Settings and Ticket Pool Search screen |
| Ticket Management - Add Customer/Vendor column to list of available columns for Ticket Selection |
| Only display items that are scaleable on the scale interface |
| Scale integration with LV Controls |
| Rename Sublocation and Storage Location |
| Update Zipcode default data |
| Change G/L accounts to grid |
| Auto Add Zip Codes |
| Allow Multi-Select on Screen Controls |
| Add Duplicate Option to Company Locations |
| Add Truck Billing Payment to Energy Trac starting numbers |
| Items and GL Account menus are not available under common info on license without GL and IC |
| SM - Standardize Gridcombobox to eliminate caching |
| SM - When exporting we should call everything report not export |
| If origin is turned off please remove the following menu items |
| Currency Exchange Rate - When you enter a rate in one direction it should auto create the other direction |
| Currency Exchange Rate - Add the create date to the screen |
| Currency Exchange Rate - Add a source column to the exchange rate details screen |
| Rename Sublocation and Storage |
| Adjustment to Tax Code Screen for Tax on Tax |
| Company configuration does not have a save button |
| Rename Menu Storage Locations to Storage Units |
| Tax Code > Show 6 decimals and other cleanups |
| FRD Search from Menu |
| Provide the display value of company location web api. |
| Need menu changes for Fixed Assets |
| Webservice to Update Lat/Long GPS Coordinates from a Delivery |
| Lease Grid > Additional Fields |
| Import Event History CSV > Remove Requirement on Serial #s |
| Site > Update Call Entry Buttons |
| Import Site from CSV > Updates for fields |
| Event Grid> Add/Rename columns |
| Generate Order > Ability to Export List/Print to see details in the Grid |
| Portal > Consumption Site Search Grid to be filtered by Customer |
| Portal > Consumption Site Screen |
| Consumption Site Grid> Add column for Device Ownership |
| Consumption Site Grid > Adding column options |
| TM - Standardize Gridcombobox to eliminate caching |
| TM - When exporting we should call everything report not export |
| Site Grid > Update Call Entry Tab Name |
| Add FillMethod in vyuTMGeneratedCallEntry |
| Add ability for Transport Loads to receive Diversion information |
| TR - Standardize Gridcombobox to eliminate caching |
| Make the Patch Update modal |
| Revise the error message |
| Add i21 Updates the ability to overwrite an existing database. |
| Separate the Action that will kill the connection |
| Warehouse - Standardize Gridcombobox to eliminate caching |
| WH - Standardize Gridcombobox to eliminate caching |
Enhancement
| Bank File Format - Import button Issue |
| Base Import. Improve transaction validation. |
| CLONE - Remove "Multiple BoL Invoiced" checkbox |
| Allow Sorting of Reports Within Group Maintenance |
| You can save an out of balance transaction but it is hard to find. |
| Primary Accounts Adjust the categories in 17.2 to make it easier to setup gl |
| Adjust the categories in 17.2 to make it easier to setup gl |
| GL Account Rename not working |
| No drop down in selecting code for renaming of accounts |
| Destination Weights & Grades - Compute discount amounts based on destination grades |
| Remove entries with categories to be removed in 17.2 |
| Journal Entry doesn't balance when settling DP Contract |
| [Purchase Order] Cost set up in Vendor pricing is not used in real time if selecting another UOM, Currency and Date |
| Ticket Entry - Station date |
Bug
| Index Pricing > Item Drop Down duplicates row for each Location |
| Selecting the undeposited funds have to check each box one by one instead of being able to just use the up or down arrow |
| Accidentally click off the box unselects all of the previous selected boxes. |
| Fort Books - Do not allow deposit post date earlier than payment document date |
| Unable to open Process Payment Screen from Misc Check and Bank Deposit screen |
| When creating ACH payment the withdrawal date should equal payment date. |
| Error deployment in 17.2Dev (#39) |
| Contract to Inventory Receipt - Error message is appearing when Net Weight is not entered in Sequence: - |
| Campaigns - Communications tab |
| Row Designer - Usability - adding rows |
| Row designer - There is no insert button on the row designer |
| Account Mapping Screen not showing (console error) |
| Hyperlink in grain editor screen not working due to combo box value field changes. |
| Inventory Receipts - Duplicate Lot Qty Issue related to a manual lot track item: - |
| Replace i21.ModuleMgr.Search with Floating Search |
| CLONE - Inventory Receipt - Inventory Return - Giving an error while posting |
| Unfixed Contract should not be allowed to send Integration Request: - |
| 17.2 Dev, PreDeployment: Failed to publish. |
| Pay Vouchers When you select a payment method - pick only the payments that have no payment method or |
| Get Previous Details is Only Pulling in One Line of the Detail |
| SQL: Error building Scripts |
| Modify AP Vendor conversion to update Specific Terms field |
| Conversion - When converting vendors set ysnPymtCtrlActive as Yes when ysnPymtEFTActive is Yes |
| [Voucher] - Cannot open Report |
| [Report] - Dev ex Console error |
| Tab order after selecting a customer in Sales Invoice |
| Added an additional line during shipment did not create the additional line invoice |
| ST - Standardize Gridcombobox to eliminate caching |
| ST - Standard naming |