Feature
| Vehicles Tab > Add Department to Grid on Card Account |
| Expand Account Grid for additional Details |
| Transaction Grid > Add Fields |
| CF Account Import CSV > Add additional summary fields to format and update |
| Price Profile Grid > Add Columns |
| Transaction > Drill Down options |
| Cards Grid > Add All Remaining Columns to Grid |
| Import Vehicles CSV > Add Department |
| Customer Aging and Detail Report Improvements |
| Make the total AR from Customer Aging Detail report grid equal to the total invoice amount |
| GAP - Customer Activity Report |
| [Make Payments] - Adjustments to screen |
| Move invoice tax column before total sales of tax report by default |
| Add running balance to customer history tab as of the present day |
| Non-Integrated CC Payments |
| HDTN-202172 - Need Ability to import Customer Budget Info |
| Add customer number as parameter to customer statement detail report |
| Adjustment for Vantiv Credit Card Certification |
| Create new Entity -Find Duplicates function - add field |
| Config to not show the delete confirmation message. |
| Adjustment for Vantiv Credit Card Certification |
| Credit Card Payment Methods for the Portal |
| Turnover of Settlement Report |
| Item - Need Bundle items to support in purchase side and it has to list in the contract sequence screen |
| Needed changes for Tax Calculation |
| Add Logistics Transaction Types |
| Load / Shipment screen: Inbound posting should impact Inventory GL |
| Modify vyuAPReceivedItems to show on Add Payables screen. |
| Add Change Status tab - Volume Details |
| Process Refund - Add fields Voucher and Payment |
| Process Dividend - Add Stock Name drop down list |
| Issue Stock - Reflect Number of Shares and Par Value on Invoice created |
| Mailer - add hyperlink for letter |
| Volume - Add tab 'Transactions' to show all transactions that made the volume |
| Add Time Off Calendar as a selection on the Common info Calendar |
| Apply the same limit of Check Comments to report |
| [Voucher Entry] Vendor Prepay - Payment Voided, needs prepaid to be voided |
| Default currency moved to Entity location level |
| Needed changes for Tax Calculation |
| Add Payables - show Logistics load number and contract / sequence on selection grid |
| [Lein holders] |
| [Pay Voucher Detail] - List only the pay to's with vouchers |
| [Vendor Maintenance] Add Vendor Pay to Summary |
| Pay voucher detail |
| [Voucher Entry] - Override the exchange rates |
| [Voucher > Add Payables] - Improve Add Payables performance |
| Ticket Management - Delivery Sheet |
| Add Preview to Purge Promotions |
| Show the items affected when using Update Item Data Screen |
| ST - When exporting we should call everything report not export |
| Store name should be in the promotion search screen. |
| Add Audit Log in the store screens |
| Needed changes for Tax Calculation |
| Add additional field on tblSMCompanyPreference |
| Add W-2s to Main Menu |
| Site > Add Loss Reason |
| Add Lost Customer Reason Codes |
| Generate Orders > Add orders for other sites in the Fill Groups |
| Alerts > Order Approved message to customer |
Enhancement
| Issues in Contract Status screen |
| Price Contract - Pricing a basis contract that does not have the basis UOM returns zero basis price |
| 17.3 - Change Customer > Transports > Quotes > Show Tax Detail Checkbox into a Dropdown |
| Calendar needs to be a floating window instead of embedded in the menu. |
| Settlement - Display ticket fee amount in the Discount field on the settlement report |
| Stock Details - Remove unwanted columns for Storage Location |
| Issue in Load Shipment Search Screen - 'Inventory View' |
| Container Type are duplicated in load / shipment screen |
| [Process Payments] - Adjustments to payments posting |
| [Voucher] If User Requires Approval, Do not Show Post as Clickable Until Approved |
| Post Voucher - Validation |
| [Voucher] - Tax break down is Out of Balance |
| Vendor phone is not following the mask in the vendor search screen. |
| [Voucher] Terms Discount Clarification |
| Derivatives Screen - retrieving futures price function is missing |
| Payment Conversion - change payment to use bill to/sold to |
| ACH - Effective Date and Remittance Report Date changes |
| Rename balance forward statement columns |
| Sales order created, shipped, and invoiced with negative inventory |
| Update freight from ticket. |
| Create voucher for ticket distribution to a Cash priced contract |
| Scale distribution to a contract does not use the invoice currency for the IR or IS creation. |
| 17.3 Menus > Move Invoice to Activities |
| Portal - Add Payroll menus to the Customer Portal |
| CLONE - Calendar needs to be a floating window instead of embedded in the menu. |
| 17.3 - Change Customer > Transports > Quotes > Show Tax Detail Checkbox into a Dropdown |
Bug
| Cannot enter a Split Less Than 1 Percent |
| Shipment Feed - Send Create feed to SAP only Once |
| Unable to modify the recurring invoice |
| Sales Analysis Report no longer shows a line total, tax total, total etc |
| Cannot enter a Split Less Than 1 Percent |
| When item type comment prints on the invoice, remove qty, price, total, etc. |
| CLONE - CLONE - Unable to Post Invoice. "Total scheduled quantity cannot be less than zero" |
| Header/Footer Text Not displaying on Scale ticket |
| User Roles for Portal > Unable to set security on Controls |
| Tax Code |
| Error in batch posting |
Feature
Import Network Items from CSV
Import Network Sites from CSV
CF Invoice > Do not Email Inactive Contacts
File Mapping > Update Default PacPride Mapping
Rapid Contract Entry
- i21 Energy Trac Interface
Create XML - Item Message X-Ref
Create XML - Item Messages
Fleet Tracking Screen
Add Email Logs of what was sent and to whom
Rename “Failed to Load Resources” message to “Server Busy”
Canadian Storage Statement
Change GL entries if IR is from Inbound Shipment
Link a provisional invoice with the inventory receipt.
Load contract - Drop ship - can not find the Corn contract
Create IL Form RMFT-5
Create IL Form RMFT-5-US
Add Blending Transactions into MFT queries
Employee Portal Screens
Add a property on report framework that will set a filter to be a required field
Have a way to programmatically close the report viewer
GAP - Service Charge on Service charge invoice
17.3 - uspARUpdateTransactionAccounts is causing performance issues on Knapp Oil serverEnhancement
Transaction Grid > Performance Improvement - Default to Transaction Date = Last Month
"Contract Number is Already Available" message when saving sales contract
Hide Load Based frame and field on contract header
Approving the contract does not allow Processing. Contract is unapproved.
Sales Entity Search - please add sales person as well as lob sales person
[Export XML] - Invalid vyu for Inventory Item Messages and Item Messages Cross Reference
Create IL Schedule MS as a Report
Create IL Schedule MG as a report
IN SF-900 Configuration Name, Value, and using it on Report
Invoice Detail Report Grid > Missing some key fields
Ticket Distribution is ignoring grade factors min and max.Bug
Batch Recalc Skipped some records
iRely - Previous Activities and Attachments prior to upgrade Missing
IN EDI file does not use EDI Configuration for ISA15
CLONE - iRely - Previous Activities and Attachments prior to upgrade Missing
17.3 - Payment Info in Pay Vouchers not auto-assigning number when eCheck payment method used
AP out of Balance after Upgrade to 17.3
Daily position inquiry- Calculation changes
CLONE - Sales > Email Template does not allow user to open existing records
Sales > Email Template > Search > Error in Floating Search
Invoice screen - Scanning UPC does not find the Item
iRely - Invoice print no longer showing the Help Desk Ticket number
CLONE - iRely - Previous Activities and Attachments prior to upgrade Missing
Correct Process flow for multi axle weights
Splits not printing on the delivery sheet
Header/Footer increase field length in ticket format
HDTN-203151 - Distributed units not matching error
Scale displays error on Initial Load
Next Delivery degree day is Off when synching invoice after seasonreset
Multiple issues in TR Posting