Task Common Info
i21Launcher: Do not call if the machine is not a windows machine Additional parameter for uspSODuplicateSalesOrder Improve the DB Upgrading - uspSMUpdateUserRoleMenus
Energy Trac
Import Driver Files - List of Files available to import Import Driver Files - Process BH file to Sales Invoice Import Driver Files - Process BD File to Sales Invoice
Purchasing AP
Voucher screen- Show the price in new currency if FX and invoice currency has been selected in FX tab, contract sequence screen
Risk Management
Program the new derivative screen Future 360- Create a check box for "Show Expired Months " and based on that restrict the display of expired months in future 360 While matching futures transactions, if the date and time stamp is same for more than one trade, the next sort should be on price. Highest price gets matched first
Programming Inventory
Inventory Receipt/Shipment - Update status of distributed scale ticket
Cash Management
cash manager bank report listing will not print in numerical order
New Feature Dashboard
Drill down to screen Payroll canned panels Ability to resize panel height on dashboard
Entity Management
CLONE - Limit Location Selections based on User Role Company Locations
Framework
Finalize Disconnected Model for any screen/module VOIP Integration with i21
Grain
Creating Invoice for Bill Storage, Sell Offsite and Creating Voucher for Settle Storage Screen
Inventory
Energy Trac View for Inventory Items Report -> Bin Vizualization
Logistics
Green Coffee Position Report/Inquiry Receipt Report/Inquiry
Motor Fuel Tax
Create a query based on Inventory Receipts
Risk Management
EOC-Get Market Prices in Settlement price screen (Futures)
Sales
Code for Balance Forward Type Customer Statement BILLABLE - HDTN-176153 Carquest Import in AR Invoices Create 16.2 Commission Approvals
Scale
Scale - Create a call to Contract SP that will create a DP Contract if the Vendor does not have one.
Improvement Card Fueling
Mark transactions as Invalid if they fail the duplicate check
Cash Management
HDTN-176610 - cash manager bank report listing will not print in numerical order HDTN-179680 - Cash management Bank Transaction add Attachments capability
Common Info
Modules for Other Customers Add Column "Category Exemptions" in Tax Group setup
Contract Management
Default header quantity UOM in Contract Sequence. Add ItemNo, number of sequences, number of completed sequences etc columns in Contract - Futures view
Credit Card Recon
Summary Search Grid Batches Search Grid
Dashboard
Add field to use for buffered grid indexing. Auto update Display Dashboard when default tab is changed in User Profile Enable panel resizing when "Save Dashboard Layout" is checked instead of "Save Grid and Pivot Layout" Way of arranging records according to ASCENDING or DESCENDING using Order By Field
Entity Management
Farm Field Location Value
Framework
Receive Payments - Invoice No not in numeric order
Grain
add bill function for bill storage - grn-263 Add bill discounts for grain storage records and create voucher for premium and invoice for discounts strorage screen udpates...
Help Desk
Defaulting of the assigned to
Inventory
Receipt - Add field 'Quality Schedule' Ability to Import Prices from General CSV format Inv Receipt - Print Pallet tags all at one go. Receipt -> HDTN-179322 - Extend Cost to min 5 digits on Inventory Receipt Details Grid INv Receipt - on receipt type of transfer order for IR - do not filter orders by locations - required 16.2 Inventory Receipt - Gross & Net wgt should be auto calculated when Gross/Net UOM is selected Inventory Receipt - Tax is not recomputing after changing the Location with a diffrent tax setup. Inventory Receipt Detail - Item No. Filter Should not Display Other Charges Import Inventory Count Details Inventory Count - Recap button - Add Error message if there is no item with variance
Logistics
Load Calendar - Add Supplier Reference # and Customer Reference # Least cost routing improvements Show orders after 1st, 2nd, 3rd refill in 3 different icons Add sequence, comments in orders popup in least cost routing
Manufacturing
Company Preference for Recipe Cost Type (Average, Last, Standard etc.) and used in Recipe Costing Filter Recipe Based on Customer in Add Recipe Screen From Sales Order Show Cost in Quantity UOM in Recipe and Add Recipe to Sales Order Screen Format Summary (Price & Qty) in Add Recipe Screen
Purchasing AP
No message is thrown to inform user that importing is already finish Improve importing performance Set the pay to address of voucher when no setup on vendor screen. Cannot create prepayment for unlimited contracts Convert ap reports to use new Simplified Reporting HDTN-182315 - Need to add data to report Payment has prepayment for contract.
Sales
Make Invoice Number a hyperlink type Implement FRM-3251 Supply the Window object to PickList Screen in Sales Order Supply Customer Name to Add Recipe Screen as parameter
Scale
Scale - Ability to edit ticket after inventory receipt has been deleted. Follow up to sc-6 for getting printers assigned
Tank Management
Discontinue setting Lat/Longitude from Zip Code Orders Web Service: Add Comments and Percent Left
Transports
Contract Overfill on Receipts and Sales Transport Quote > Printing formatting tweaks
Data Fix Inventory
WM - Set Negative Allowed to 'No' for all items
Sales
HDTN-180420 - Invoice Footer is not printing on the invoice - data fix required for previous invoices entered
Bug Cash Management
Unrounded Bank Transactions Throwing off Reconciliation Cannot Import Bank File When there is a Large Number of Uncleared Items Clear Transaction Screen cut off Unable to clear an ACH paycheck - PCHK-174
Common Info
Active Origin Screens panel did not close after Refresh Batch Posting: "This record no longer exists" when drilling into Bank Deposit Starting Numbers: Preview shows as 'False' when location is enabled Form company location (under common info), there is a field "location number". Not able to find this field in control permissions to set it as mandatory User is not added on the user tab of a sub role Announcement is still displayed even if "Do not display is checked" Batch Posting screen did not open after processing an Invoice Terms not calculating date correctly for Day of the Month Due i21 lock screen is not showing properly when lock down count message is up Unable to login after getting locked from idle time Error message does not appear when pressing Enter key on keyboard Clicking the Password expiration notification logs out the user Cannot login users using the default security policy Change Password still accepts incremental password Lock user account after xx invalid login attempts is not working User is prevented to login even if business hours is not yet done Can save Currency Exchange Rate with the same Rate Type and Effective Date Can still check/uncheck the module list on existing license records Cannot open transaction from Approvals screen Contact Portal Role can add a sub user role Batch Posting in Sales need Customer Data, not Vendor Modules does not appear as checked when registering a duplicate license Multiple Origin Terms Code error message Delete User Role that is no longer used Selecting Reject in the Approval screen must require a Reason All Approvals Amount fields should round to 2 decimals Approvals Date columns should use a standard i21 date format Create Menu for AP Simplified Reports CLONE - User - Change Password - Clicking Apply should display a message box with any Security Policy errors Console errors appear when registering a license key with customer-added module(s) "Internal Server Error" when saving duplicate Module name Currency Exchange Rates screen is not opening 2 record of newly created location were added on aglocmst Merged contact admin still has System Manager menu Password should expire at the start of the day Tax Group Id column not present on CompanyLocationBuffered store
Contract Management
Contract search screen is showing same contract number repeating twice. Price contract is displaying wrong futures price and final price. Price contract is always converting lots to integer instead of round in case of multiple price fixation Contract Process button - Inventory Receipt Gross/UOM No. of lots is not saving and displaying if multiple price fixation is checked
Credit Card Recon
Dealer Site Item from Company Configuration are not displaying CCR Email notification does not send to customer's email address Delete toolbar button is still enabled even if the transaction is posted
Dashboard
16.2 Changing from Grid to Pivot Grid style did not remove setup Column Settings Chart Panel : Default Label Position does not show when newly created panel is reopened on Panel List Conditional Formatting does not work Sorting does not work when clicking column header Saving the modification on Preference > Dashboard under User profile has no 'Saved' confirmation Error occurs when deleting last entry on Other Filter Incorrect message content Value set in Rows Visible does not match the records displayed Console error occurs when shared panel is viewed through Panel User List Screen Date format does not match between parent panel and drill down panel Sorting does not stick when refreshing panel even when "Save Grid and Pivot Layout" is checked
Entity Management
Cannot select other location as default location rename import template filename All modules appear on the License > Module list even with no license Cannot select multiple rows on Tax Exemption grid Import Tax Exemption: Issue with Start Date, State, and Partial Missing default value on Date Format and Number Format Entity Management - Change password still accepts incremental password United States turns to Anguilla in User Profile Cannot login user after admin changes the password No record reflected in Employee > Timesheet Tab even with posted paycheck Merging 2 entities should not create 2 portal admin Rename Approvals panel in General tab to "Web Portal Approvals" User - Change Password - Clicking Apply should display a message box with any Security Policy errors Error when adding a existing module name in tblARCustomerLicenseModule but different application name.
Framework
CLONE - Console error appears when deleting records with search screen Other users were displayed on Watcher's list when pressing enter key on filter field Default Layout does not open when menu is selected. Issues on filter Issues when closing expanded screen from dock panel Sales Analysis, Filtering by Salesperson distorts alignment Filter is not deleted on Add Screen/Control Permissions screen Aggregate Summary is not working in Search Screen when grouped Time slider is not showing properly Not able to export in Contract search screen No validation in date filters search configuration setup as a function doesn't refresh on location change Calendar screen closed when Add button is clicked Event Title should appear in the title bar instead of the user name Calendar event is enabled on invitee's view Cannot set public calendar to read only Saved grid layout on docked search did not appear on floating search Unable to sync Invitees when calling a common function in Framework - iRely.Functions.addToCalendar(...
FRD
When you create a new row the column name appears multiple times if the row exists Unit Conversion - Units column does not convert
Help Desk
Console error is displayed when deleting a campaign Console error is displayed after saving Create Multiple Activities screen Phone, Mobile, Email not displayed in activity email signature Duplicate source can be added Values from Customer - Supported Products are not displayed when creating new ticket from project Project field value is not displayed when Ticket screen is opened on first instance Company field value is not copied when ticket is duplicated When an agent (not the Assigned) closes a ticket, no email notification is sent to previously assigned agent Email notification is not sent when contact reopens a ticket Incorrect error message when duplicate module is added in Project > Details > Modules Clicking Refresh button causes Hours Worked grid records to disappear from view Unable to create an issue via Ticket > JIRA issue - Create issue screen Ticket Statuses and Priorities screen freeze when adding records No value is displayed in Ticket Priorities - JIRA Priority column drop-down list Special character or (') is saving into weird junk text Pasting from Outlook Pastes Odd Characters into the Ticket Clicking 'Next Page' button causes other modules/screens not to open
Inventory
Storage Locations -> Measurment Tab Combo Box Console Error HDTN-177013 - Inventory Receipts - Weight in Lot Tracking sectio Inventory Shipments – issue regarding Qty, Qty UOM and Line Total: - shipment - should not show lots with no stock Inventory Data Import Template - Remove End Month Cost Column from Item Pricing Template Inventory Data Import - Upload Multiple Item Pricing, Pricing Method is not Uploaded Correctly Inventory Data Import - Import Inventory Count Commodity Not Saved stock details show other charges non-inventory items Import Inventory Data - Add Validation to Prevent Uploading of Existing/Duplicate Records Item Setup Location - Maintenance Screen Opened from Hyperlinks is at the back of Setup Location Screen Inventory Receipt - Open Item Button Not Working Inventory Shipment - Pick Lot Order Qty Blank Inventory Receipt Purchase Contract - Other Charge Amount is Not Computing when Using Add Orders Inventory Transfer - comboboxes in Items grid allow selection even if there is no item specified HDTN-182162 - Unable to save shipment without picking lots Inventory Count - multiple issues Inventory Count - Was able to Post Item even Recount is Checked and Error in Recap. Inventory Count Print Variance - Physical Count value is 0. Voucher - Cost adjustment is posting wrong gl entries
Logistics
Drop ship case records are coming blank sometimes: - Optimize search screen query for Load / Shipment screen Load/Shipment Calendar - Clicking on load/shipment calendar is not opening the corresponding load/shipment: - Load/Shipment Schedule - Duplicate feature has not to be dependent on company configuration: - Comments is missing from Load Schedules search grid Inbound Load/Shipment Schedule - 'Bill Customer' and 'Bill To' fields for warehouse instruction inbound should be hidden: - Pick Lot - need to remove contract view from back end: - Shipment Schedule - Vessel tab search screen is showing duplicate records if there exists multiple contracts in order tab: - Shipment Schedule - Generate Load hyper link is not working: - Allocation -> Generate Load created Drop Ship Load are not opening from search screen: - Cannot generate Load Schedule from Contract- Object Reference error message displayed Failed updating Dalmayr db from 16.1 to 16.2 Load/shipment Schedule - Sample Status is not displaying: - On fetching geocodes from ALK Maps, if address is not valid, move to next order ignoring this order. Disable remove button in sequence grid after posting in least cost routing screen Grouping issue in Load/Shipment Schedule search screen: -
Manufacturing
Remove the Print menu from Split screen toolbar RE: HDTN-182288 - DN-122004 Double Lot Qty adjustment causing discrepancy on cost buckets Qty is not showing properly in the Item plan report Failed deployment of 16.2.0629.6
Meter Billing
Wrong Error is showing when Saving a blank record. Error when trying to Save a record that has the same Item on another Meter Account record Remove Insert and Remove button on Meter Readings
Motor Fuel Tax
Report preview grid and all reports shows nothing Error in report preview page no transaction data is being rendered
Patronage
Total dblVolume is incorrect from what is expected.
Payroll
unable to link an earning code on a template Time Approval - Supervisor should only see employees who have them setup as supervisor Approved time in Time Approval is going to OVT not REG created checks in Process paygroups and FIT tax is WAY OFF
Purchasing AP
Payment was not created for $0.00 Created voucher via voucher batch was not deleted Open Clearing and Open Clearing Detail reports - Open or Partial Vouchered IR are not shown on these reports Voucher: Cannot open screen dblOldCost Error Voucher: Missing Contract values on the dropdown Open Clearing and Open Clearing Detail reports - incorrect amount shown on Aging Details Recurring Transaction screen does not open for new record dblAmountApplied from tblAPAppliedPrepaidAndDebit is not rounded off AP Reports - Hyperlink on transaction was not applied on succeding pages
Report Manager
Save changes alert prompts the user when closing Report Viewer without changes From Name in Company Configuration is not used when Emailing report Open Clearing and Open Clearing Detail reports - Apply Filter is clicked for so many times before data is shown Printed Grading Tag is cut off and does not include the Discount Code Archive has console error Email Notification does not send
Risk Management
Derivative Screen - M2M Entry screen is not opening . Future Option Transaction Screen is not allowing to save
Sales
Disable Price field for contract item Payment Method not required on Receive Payments screen Other charge with unchecked 'Price' still displayed on Add Shipment Commission Plan: Issues on GL Account field HDTN-180855 - i21 Open Item Statement Tax Report Grid totals not balancing Invoice Emails Are Being Sent With the Wrong From Name in the SMTP Settings HDTN-181251 - Sales Orders were closed last week and now they are open Invoice report: alignment of tax details, bol, and contract details Revision on unship message Hide Card Fueling from the invoice Source list HDTN-181652 - Terms not calculating date correctly for Day of the Month Due Controls are enabled on a processed SO Blank Order UOM of imported billable hours Remove Insert button Item Taxes screen Payment Method of prepayment/overpayment is using its originating payment method Receive Payments: Payment is showing positive amount on double click Incorrect paging of Quote report when printed via Batch Printing Cutoff box on Batch Printing screen Service Charge not calculated when Status Code is used SC not calculated when payment was made days after the due date WM - Sales analysis report showing wrong cost Manually exempted tax not carried over to Invoice from SO Cannot save/post invoice Yes button on message opens Calculate Commission screen 0 amount Undeposited Funds always impacted on invoice Cannot pay Debit Memo Cannot apply prepayment to an invoice via Invoice screen Change invoice type on reports Tax Report: Missing Date filter Invoice History report: Incorrect grand total and total record when filtered by invoice number Invoice History report: not all invoices are displayed on report HDTN-182038 - Customer Pricing pulling in wrong price from Special Pricing Payment report: Forgiven Service Charge included on Pending Invoice computation Customer Inquiry report/screen: incorrect Unapplied Credits, Pending Invoice, and YTD Sales Customer Aging/Detail report: Credits is incorrect Cannot create service charge when integration is enabled Open any Service Charge No Data on the screen Payment History report: incorrect Unapplied Amount and Total Records Balance Forward report not showing logo Balance Forward report: incorrect Grand Total Show Tax Report grid total Cannot import transactions from CSV
Scale
Wrong contract id passed in drill down It does not follow the selected printing option of used Scale Station Setting when printing Ticket Scale Station ID is not displaying in Scale Ticket Report Scale - Available quantity validation message after entering Gross weight auto assign in manual distribution is failing to take in to account entered options Scale - Display Discount Code not Discount Description Discount Code is not displaying when Item is selected in Scale Ticket DP Units are stored in Open Storage by default in manual distribution No printing option displayed for 120mm Kiosk Ticket format Console error message when saving Scale Station Setting Wrong default distribution type displayed after selecting an item
Tank Management
Should Not Be Able to Transfer Device to Inactive Site Open and close will ask to save record
Transports
Transport Quote not showing on Batch Printing | Detail tab Could not get Zipcode of Vendor on Transport Load Cannot Delete Transport Load ReAdd dblQuoteTotal field in vyuTRGetQuoteHeader Error on Unposting Transport load using Sales contract