Feature Framework
Password expiration warning message Once your password expires, we are not allowing users to change their password Do not load origin menus when integration is off Implement "currencyField" on Search columns
GL / Cash Managemen
[Bank Reconciliation] - Import bank rec -- better error trap HDTN-214535 - GL Detail > Drill Down does not open the transaction from the Grid
Help Desk
Tickets Search - Add HD Ticket Status in JIRA Details Tab
Logistics
To use Current Location as default location
Payroll
State Specific SUI exports - NASWA format Create Electronic Filing SUI Screen
Purchasing AP
[AP Screens] - Change labels Rate Type and Exchange Rate to Forex Rate and Forex Rate Type
Risk Management
Add new GL accounts in company config - risk management - GL tab Initial margin calculation - change
Sales AR
Do a pre-check on saving payment
System Manager
Add show totals to batch posting screen Hide origin menus when integration is off SM - Install Check of Direct Printing for TM 18.1 Add Electronic Filing SUI to Main Menu
Test Framework
Create function that can select Company Location on Company Location screen Create a function to automate the login and logout of a user Create a function that will switch non portal to portal user login
Enhancement Card Fueling
NBS > Expand Valid URL errors CF Invoice > Adjust Remittance Names/Spacing CF Invoice > Remittance Page Footer Comment Formatting Discount range in whole numbers causes gap to apply discounts properly
Contract Management
Import for AG Contracts from Origin Purchase Contract to Inventory Receipt (Process-Inventory Receipt Button) - Get current foreign exchange rate to compute the price/cost of the Item To add a company preference to enable or disable the Cancel button in the search screen of Contract [Contract Entry] - Add validation for other charge items - Charge Entity and Inventory Cost can not both be checked. [Contract Entry] - Cost tab - Remove Accrue Checkbox when Sale Contrat Customer and Other Charge Vendor is the same.
Energy Trac Interface
ET - If source is Tank Delivery print consumption site address as ship to address
Entity Management
Portal > Email Login Credentials
Framework
Need to toggle Enable or disable value for Cancel button in the search screen of Contract Portal > Login screen browser compatibility
GL / Cash Management
[Process Payments] - Generate Settlement Print when using ACH payment method.
Grain
[Storage Schedules] - Remove unused Filter field from view [Storage Statement] - Change statement to use Tonnes instead of Ton
Inventory
Purchase Contract to Inventory Receipt (Add Orders Screen) - Get current foreign exchange rate to compute the price/cost of the Item [Inventory Shipment] - No Quantity on Other Charge item. Items Copy Location - Missing Features
Motor Fuel Tax
MI - Adopt MFT-593 to 18.1 MI - Adopt MFT-588 to 18.1 MI - Incorporate new MI MFT Setup into upgrade script MI - Create Excel file as e-file MI - Add Uncommon Fields IN - Reverse changes in MFT-581 (Remove SF-900 Surcharge Section)
Payroll
Time Off: Allow unposting of Time off GL distribution for Taxes and Deductions need to follow Department and or % in Earnings Screen
Purchasing AP
[Basis Advance] - Future Price Does Not Save [Pay Voucher Details] - Forex Rate for Cash Accounts Add a sql trigger on voucher table [Voucher Checkoff] - Add company Location to the filter dropdown on the Voucher Checkoff report. Basis Contract Deliveries Creating pending vouchers
Risk Management
P&L- add a new dropdown field for weight UOM M2M - canadian logic not working Data should always show regardless of the Filled and Current Date
Sales AR
If source is Tank Delivery print consumption site address as ship to address
Scale
Rename Ticket Selection panel to "Trucks in Yard" [Ticket Distribution] - Validate when undistributing a ticket that the contract is open [Ticket Entry] - When selecting a contract, do not default the ticket Location. Delivery sheet import log and message display [Inventory Shipment] - No Quantity on Other Charge item. [Inventory Receipt] - Second freight line is not pulling the correct information of the contract
System Manager
Conversion - Need a way insert/copy user locations based for all locations
Tank Management
Digital Dispatch CSV export tax value should contain tax group entity id for all i21 Tank Delivery - Cash type invoice not updating the Consumption Site Delivery History TM Integration Conversion > Origin to i21
Bug Advanced Installer
While installing 18.1 in Be-green environment it is cheking the cfg database
Contract Management
Conversion - Change import Contracts program to bring open contracts only
Dashboard
Getting Console Errors on GL Export Tables not availiable in querybuilder. Everything shows as blank Query builder is broken when using use current server and database
Dealer Credit Cards
CCR Posting > Do not allow Posting to Happen if amount is undistributed
Energy Trac Interface
Error receiving files from the office on Customer Master Exported Tax Exemptions Incorrect Unable to save record due to reference violation in Energy Trac Export Setup Tax not recalculating correctly when price is changed for imported transactions ET - CLONE - Modify export to include consumption site address, city,state, and zip
Entity Management
Specific Entity screens' controls appear on old Entity screen in Control Permission
Framework
[Vouchers] Double Posting - Program Fix View only screen permission allows save Able to create same two vendors by double clicking save HDTN-212837 - Annoying little icons Error on Excel Export User login does not allow certain buttons to not work. Location column on search screen is not changing based on current location Cannot filter on Manual Gross Weight or Manual Tare Weight Unable to switch scale station Export not working Approvals: Time off to be approved not showing in approvals screen CF Tran Grid > Transaction Date Filters are not working on saved Tabs Cannot Export Reports from Grids in Help Dest [Items] - Price Export Creates an Excel File That Cannot be Opened Next Page option in Table grids, brings up previous opened pages, Cannot Export Grids to any format (PDF, Excel, CSV, etc..) on Windows Server 2012r2 Multiple Instance - Warning message does not show
FRD
HDTN-213969 - Unable to run Individual Income Statements
GL / Cash Management
Reversing Journal set up as Recurring Template not setting Reversal Dates Correctly HDTN-213241 - Import from Subledger HDTN-213239 - posting bank transactions and deposits Missing Vendor/Entity ID Error on Bank Transaction HDTN-213800 - Opening Multiple GL Accounts HDTN-213847 - ACH Upload Error Revert Check Date Format to MM/DD/YYYY for US dollar currency After upgrade Payroll email status did not update after emails were sent. We ran printed, emailed remittance then closed and created payables and posted. [Imports and Conversions] - for Cash Management data failed to import [Check Printing] - Wrong date format [build account] unable to search/build newly created segment
Grain
Settled Storage - Unpost settle storage creates incorrect G/L [Settle Storage] - GL from Settled Storage incorrect [Settlement Report] - Ticket date on settlement does not match ticket date on ticket. Storage transaction with 0 balance still showing Discount Item disappears Discount Code Won't save imputed value Settle Storage > DP - remove GL entries Voucher - Cost Adjustment not recorded in Voucher Cumulative Discount and Shrink is not saving properly Settling Storage against Basis contract is throwing error
Help Desk
import billable from help desk created multiple invoices for each help desk ticket
Inventory
Importing/Conversion - Duplicate error while importing Commodity Conversion - Commodity import give duplicate UOM error Conversion - Item COGS account is not imported for AG Conversion - Modify Inventory Conversion for Physical Item (Bundle) Unable to Undistribute scale ticket - Negative Cost not allowed. System Manager - Inventory-Item Import wont open. [Ticket Distribution] - Negative stock quantity is not allowed Import - Inventory count import not working for lots Import - Inventory count import not working for lots - Posting failed [Inventory Receipt] - Additional entries are not created Stock Not Available Copy Location Grid - Should display all items Clone Import Inventory Count - System Should validated Storage Location and Storage Unit per Company Location Import inventory Count - Last cost display issue
Logistics
Inventory receipts- Condition column in Lot section is not populating Clean weight by default even if there is configurations
Manufacturing
Convert Recipe - Quantity and UOM is blank customer recipe Negative stock quantity while staging a pallet Work Order Mangement - Error message displayed while trying to post the cycle count Work Order Management - Packing location is not showing correctly in the cycle count screen WH Mobile: FG Release: System is displayed validation message but still Lot Status is changed from Quarantine to Active WO Staging - System is not considering the reserved qty while adding and editing lots User has to click multiple times to generate all tasks when there is a reservation Storage location barcode label printing is not working Process Production : Lot Cost is not adjusted when the work order is unposted. Pick list line item is missing if it does not have enough inventory PP Consume - Incorrect qty is displayed in PP consume screen Application is not allowing to stage using handheld Reason - Should fetch only active reason codes
Motor Fuel Tax
Failed in upgrading database IN - EDI file missing Summary info S03A01 on SF-900 (Dollar Amount) is showing after GA Unable to generate GT-103 XML file Incorrect filename with no data has been generated when generating IL Efile Incorrect filename with no data has been generated when generating OH Electronic Text File
Patronage
Issue Stock - Unpost and Delete Invoice
Payroll
UPDATED to 18.1 in TE and reporting issues with payroll reports Payroll Tax Amounts changed with Upgrade Time Entry - creating Multiple Punches for some users unable to unpost Time off request Post preview is not giving a message when gl accounts are missing PTO type of Paycheck is putting PTO into accrued instead of Earned Payables for the first three quarters have reappeared since we upgraded to 18.1. Since upgrade, not all time off hours are showing on paychecks Error occurs on deploying 18.1DevF
Purchasing AP
[Origin Import] Import Fails, but imports incomplete data [Pay Voucher Details] - Unable to reprint a settlement after creation. Vendor - Vendor Account No should allowed to be selected in permissions to make it manditory Origin Import shows out of balance when it's not GL out of balance message [Voucher] - Taxes not calculating correctly. Voucher Clearing Tab shows receipts that have been vouchered and posted STR transactions are not updating the IR so it doesn't show on Open Clearing Changing discounts on Voucher does not create the correct entries Changing discounts on Voucher does not create the correct entries HDTN-213944 - Error in batch posting HDTN-213865 - Create Deposit in AP - Discounts Pay Vouchers - select vouchers for payment HDTN-214005 - AP/GL Out Of Balance - Deposit from Pay Vouchers [Vendor] - Vendor Account No should allowed to be selected in permissions to make it manditory - CLONE Voucher - Tax (Calc method: Per Unit) Disappear after Cost Adjustment HDTN-214118 - Voucher/Debit Memo "Billed" field doesn't hold "-" negative sign on first entry [Voucher Entry] - Discount % creates unusable GL Entries HDTN-214422 - Open Payable report page 2 is blank Approval doesn't work for non-inventory items [Voucher] - Incorrect amounts after deleting payment Open Payables Detail drill down incorrect [AP] - Screens failed to load on latest 18.1 DEVB builds [AP Screens] Failed to Load Resource Voucher Checkoff Report Displays incorrectly Negative Cost Pricing Basis Contract Tax Calculation is incorrect Open Payables Detail Incorrect
Report Manager
CF Invoice > Locking up when sending email
Risk Management
Cannot save view in Position Drill down Settlement prices are rounding to 2 decimal places [DPR] - zero balance tickets are showing on the DPR [Futures 360] - Display 5 decimal places [DPR] - Storage Type Receipt Price Risk Displays incorrectly when Drilling down [Ticket Distribution] - Not have basis in Risk mangement. Position report- Inventory receipt unit cost and voucher unit cost are showing different. hence the net payable is not showing proper Coverage Inquiry - Average Long Price displaying on new location Coverage report - UOM should filter only commodity UOM. Futures 360 - Do not show commission if the rate type is Half turn Vendor position inquiry - Position is not showing correct in the month wise section Position Report - Price Risk Incorrect Future settlement price- after import the same record is not able to open Import derivative entry - Blank Row should not import [Option Lifecycle] Cannot Match Options Transactions DPR Print doesn't match DPR view
Sales AR
Batch Printing > Over 30 days timing out at 30.0 Post Preview out of balance when Foreign Rate is Used Add Import Missing banks during EFT/ACH Conversion CF Invoice > Remittance Page > Missing Comments Conversion - Not all bill to and ship to converted into location Sales Order - Description is not editable for Comment type item. Open Item - Lazer statement missing from Batch Printing email list Cash Invoices Not showing in Batch Posting Sales Analysis displays incorrect cost for Bundle type items Duplicate journal entries Accrual entries is not zeroing out Reports - Accrual balance does not display the proper data and total Invoice not correct Conversion - Special Price Import string binary error message using buttom Print the company name and date on customer aging report even if there is no balance Conversion - exec uspARImportPTTaxExemption Conversion - Modify customer comment conversion for Energy Trac types to 80 characters [Receive Payments] - G/L entries are expected message. Prospect type entities are showing in Customer list Sales Order Header and Footer comments not printing on Sales Order form Add Sales Order lines not all coming into Invoice when processed from Invoice screen Sales Order not closing once invoiced Entity Name is not displaying in the Customer Pricing tab name column Unable to post invoice Invoice format - % full is not correct value HDTN-214353 - Changing Default in Payments received screen Recurring create duplicate journal entries AR - Since upgrade, the Unit of Measure is no longer pulling in from the BASE file CF Invoice > CF discount doesn't match from Invoice available discount. Invoice report: Fix the format of the additional information Unable to open Sales screen on DEVF build Sales Order - Unable to ship, SQL error is displayed Customer Aging - Posted Service Charge not displayed in Aging Report 18.1 SQL Scripts Error import billable from help desk created multiple invoices for each help desk ticket Cannot Post Sales Invoice Receive Payments - Unable to unpost; 'Cannot update detail of posted payment' error displays Invoice - Unable to process a Provisional Invoice AR - Script Failed on build [Sales Order-Invoice] Two SO is generated upon directly processing the SO to Invoice [Invoice-Print] Unable to view the report if the Invoice Source = Tank Delivery Transport Load - Unable to Post Blending Transactions AR- Script Failed (18.1DEVF) Cannot edit tax. Tax item screen would not pop up
Scale
Distribution type issue in ticket pools [Ticket Distribution] - Do not create Voucher if the Spot Price has not been entered. Missing Edits and Error messages when import grades Allow multiple active import formats Lot details are not copied to IS Cannot Undistribute transfer out ticket Heat Discount displaying incorrect default value [Ticket Distribution] - Undistribute Direct tickets does not update contract scheduled balance. Scale Service - Ignore Extra Characters Scheduled Qty were doubled when opening Manually Distribute Ticket screen Scheduled Qty were doubled when opening Manually Distribute Ticket screen Invoice - rename Deduct from Customer to Charge Customer Inventory Receipt > created from Ticket - incorrect Tax Rate used Error on build sql script compilation
System Manager
Starting Number able to be reset System Manager - Console error on opening Import Screen [Company Configuration] - Mulit Currency tab not saving settings. Vendor - Vendor Account No should allowed to be selected in permissions to make it mandatory Importing Users doesn't work Default Location Name and Id doesn't update upon modifying Current User's Default Location on System Manager Conversion is not deleting the extra spaces of the web portal users making the credential incorrect Adjust the Batch Posting procedure of AP posting.
Tank Management
Conversion - Tank Management conversion failed Unable to get Orders from all i21 17.4 web service. Tank Management Customer Inquiry Grid splitting First Name and Last Name HDTN-214333 - New Consumption Site in TM not showing data in Petrolac COBOLREADSite - Tank Capacity and Serial No are Not Displaying Modify export to include consumption site address, city,state, and zip
Transports
Cost displaying on screen does not match actual cost Used Emails failing in Transports Load screen