- Created by Niladri Shil , last modified on 03-07-2018
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 4 Next »
Feature
| BB Vendor Setup - Add Buyback Income GL Account | |
| BB - Create Debit Memo or AR Debit Memo from Detail tab and not summarized Charges tab | |
| BB Program Setup - Charges will be free entry text | |
| BB Reimbursement - Charges will not be from item setup | |
| BB Reimbursement - Create AR Debit Memo instead of Invoice | |
| BB Reimbursement - Use Sales Account of the inventory item to book all charges |
| Contract Adjustment screen | |
| Contract Print for Sugar Trading | |
| Audit Log - New Value should show String value not the key value, should be user-friendly | |
| [Contract] - Amendment Print | |
| Clean Costs and Weights screen: Average Humidity | |
| Contract enhancements for Brokerage business process (iDeal in iTrade) | |
| Broker Commission Process screen for handling brokerage commissions for contracts | |
| Projected Commission Report (iDeal in iTrade) | |
| Contract SP - Change Scheduled Quantity rules | |
| Conversion - Origin Contracts to i21 Petro | |
| Contract Management - Validate contract to ensure contract date is in open G/L period | |
| Contract Management - Contracts - Remove Delete button from menu | |
| Allow user to select multiple producers in the contract screen | |
| Contract Management - Header and Sequence - Prevent date if contract/sequence is included in M2M. | |
| [Amendment] - Add audit log to Amendments setup screen | |
| Contract Entry -Invoice Currency should be defaulted to Entity currency | |
| [Starting Numbers] - Add Amendment number | |
| Rapid Contract Entry - Add a Sequence field and Optional Fields grid | |
| Contract Import - Increase timeout and create log file. | |
| Contract M2M - Add M2M Date to the contract sequence | |
| [Amendment] - amendment configuration for approvals | |
| Ratios- Enhance contract screen to accomodate ratio pricing | |
| Validation for Other Costs | |
| Report to compare AOP components and actuals for a book and sub book | |
| Add "Back to Back" check box in Contract Sequence | |
| Disable "Cash" contract price for Exchange traded commodities | |
| [Contracts] - Add Amendment tab on Contract entry screen. | |
| [Contract Entry] - Add Amendment Search screen. | |
| Enhance slicing tool to allow users to decide the start and end date for the sequences (that will be created after slicing) | |
| Add book and sub book filters in Annual Operating Plan screen | |
| Redesign Weight/Grades Screen | |
| Redesign Association Screen | |
| Redesign INCO/Ship Term Screen | |
| Redesign Condition Screen | |
| [Roll Contracts] - Create contract amendment for each rolled contract. | |
| New Customer Contract View | |
| Add 'strContractNumber' & 'ysnInventoryCost' to Contract Cost store | |
| Add strType and strBundleType from tblICItem in vyuCTCustomerContract | |
| Shipment - Other Charges, changes in calculation for grain and TR | |
| Needed changes on Customer Contract View |
| Campaign details - add Opportunity and quote and sales amount to the contacts screen | |
| Campaigns - add create activity and last activity to campaign screen | |
| Campaign: Automatically set the active checkbox for rejected and closed campaign | |
| Sales Entities: Inactive contacts are displayed in Sales Entity Contact tab | |
| Opportunity: Get the customer term and contract type | |
| Lost Revenue Report | |
| Pass Opportunity Info to Param |
| DASH - Remove Refresh/Reload button on Toolbar |
| Digital Dispatcher Import |
| Create a Mobile Framework for iOS and Android | |
| Search Screen: Call custom code on Refresh button. | |
| CLONE - Create a Report Label screen that allows an Admin to customize any label on reports | |
| Create a global Audit Log search grid that can filter and drill to a transaction | |
| DMS - attach document to email | |
| Search grid Export to Excel needs to open in the Normal Layout by default | |
| Combo Box - Allow Columns to be moved to first position so that column becomes the default for filtering | |
| Add a Company Configuration to Refresh grids automatically when they are opened | |
| Add Contact Id parameter in creating new Activity |
| Change naming for generation of accounts | |
| General Journal - When you click on recurring it should auto tag the transaction as recurring | |
| There should be notice that the to date must be after the from date | |
| Add a delete button on the GL Account Detail Screen so that multiple accounts may be deleted at once. | |
| [GL Account Build] Add Missing Accounts Feature | |
| Undeposited funds - Issues | |
| Ability to open entire Period in Fiscal Year | |
| Automatic assigning "Current Fiscal Year" | |
| [Bank Accounts - Check Layout] - Prefix and Suffix should be all caps. | |
| [Bank Accounts] - EFT Formats Link to search when field is blank | |
| [Process Payments] - Add Date Reconciled field | |
| Automatic refresh after Import Historical Journal | |
| GL Account Detail - Remove redundant buttons | |
| Add "Account Mapping" as a menu item under the Maintenance group | |
| Move "Out of Balance" and "Trial Balance" to the Reports group | |
| [Import GL from CSV] Allow Legacy Import File Format | |
| [General Journal] - Changing account shouldn't zero debit or credit | |
| GL - Remove Refresh/Reload button on Toolbar | |
| [General Journal] Populate the Fiscal Period and Period start and End date upon entering date | |
| [Import] save copy of imported file in server's drive (Framework Standardization | |
| [Account Mapping] Disable creating system defined mapping |
| Add Menu & buttons in Conversion Utility | |
| Grain Conversion - Grain discount code and Storage Fee requires a corresponding 'Other Charge' item in i21. | |
| Grain Conversion - Import Discount Codes | |
| Grain Conversion - Import Discount Schedule | |
| Grain Conversion - Generate Discount Table | |
| Grain Conversion - Import Storage Schedule | |
| Grain Conversion - Import Scale Station | |
| Grain Conversion - Import Customer Split | |
| Discount Table ID - Remove three character limit? | |
| Grain Conversion - Import Grade/Weight maintenance | |
| Discount Table - Default Currency to functional Currency | |
| Discount Schedule - Save schedule automatically | |
| Add Active flag to discount schedule search | |
| Creating invoice for outbound Zero Spot Scale Tickets. | |
| Add Split and Commodity to Storage search screen | |
| Hyperlink ticket to scale ticket | |
| Add all storage columns to storage search screen | |
| Add Import button for Weight&Grades |
| Accounting Integration with Quickbooks |
| Adjustment - Add Ownership Type to screen | |
| Adjustment - Posting changes for ownership type to select own or storage inventory | |
| UOM - Change design of UOM setup and conversion | |
| Receipt - Other Charges, changes in calculation for grain and TR | |
| Shipment - Other Charges, changes in calculation for grain and TR | |
| Destination Weights & Grades - Add Destination Quantity to Shipment | |
| Add export option to import data log file | |
| Shipment: Accrue is Y, Price is N - calculate tax for Other charges and book AP Clearing and Tax accounts in IS | |
| Receipt & Shipment - Units missing in recap | |
| CLONE - Receipt - Vendor Pricing - Get vendor price from Vendor in IR | |
| Import utility - Import Commodity UOM | |
| Receipt - Update Purchase Contract and Sales Contract in Stock Details | |
| Receipt - Other charge - Amount does not calculate when contract is selected. | |
| Receipt - Other Charge - Add totals for charges and tax | |
| CLONE - Allow 'Group by with Totals' to be the default in the search grid | |
| Receipt - Other Charges - Remove Accrue check box | |
| import for Bundled items | |
| Category - Hide unused fields | |
| Item - New Bundle features - Changes to item setup | |
| Receipt - Item - New Bundle features - Include new features | |
| Receipt - Item - New Bundle features - Changes to posting | |
| Shipment - New Bundle features - Impact of changes | |
| Shipment - New Bundle features - Changes to posting | |
| Inventory Item - Add Commission to Cost Type dropdown list. | |
| Import issue - Can not filter only errors in log | |
| Valuation Summary - Show valuation as of date. Remove Storage location | |
| Receipt entry - calculate tax based upon UOM | |
| Item - Remove ysnIsBasket from tblICItem | |
| Add strBundleType column in vyuICGetItemStock | |
| Item - Remove Kit Feature. Will add when someone asks for |
| Load / Shipment schedule screen integration with Inventory Receipt - Without contracts | |
| Customs Clearance - To record the details of the quantity of goods which have been customs cleared or stay in transit. | |
| Organic declaration document for deliveries of organic certified coffees | |
| Stock Valuation Report for Bank | |
| Shipment Declaration Report | |
| Add 3rd Notify parties in Shipping Instruction and prints | |
| Allocation - different product alert message to be enhance with user confirmation | |
| Atlas coffee importers logo on printed DO needs to be resized | |
| Outbound Load - Storage Cost tab - Sub currency should be available | |
| Add SO Number, Delivery Date in Storage Cost tab of Load Shipment schedule | |
| Stock Sale - defaulting Delivery From and To date | |
| Allocation - allow to un-reserve for the admin role user | |
| Make Default Future Market Price UOM default in Picked tab of Stock Sale | |
| Add 'Item no' field to display Item Short Name in Allocation screen | |
| Add P.StartDate, P.EndDate, S.StartDate, S.EndDate in allocated tab of allocation screen | |
| Review vyuLGLoadScheduleForInvoice and make adjustments as needed | |
| Allow user to print debit/credit note from Weight Claims screen |
| Budget & Affordability | |
| Send alert mail whenever user modifies the Recipe - once a day | |
| Budget: Clicking on Confirm does not display confirmation message | |
| HDTN-100869 - Proportionate recipes - i21 | |
| HDTN-184216 - Work Order Print Functionality | |
| Work Order Mgmt - Handling item track items in cycle count screen | |
| Inventory View: Print Blend Sheet button need to be added | |
| Allow Item tracking while generating Pick task | |
| Blend Requirement changes | |
| Retrieve parent lot no field label from the company preference | |
| Lot Transaction based on Parent lot Id | |
| Lot pattern based on Item category | |
| Provide an option to open recipe detail screen from work order management screen's recipe tab | |
| Add a column 'Variance' next to 'Counted Qty' column in the cycle count grid in the work order detail screen | |
| Load lot status in the release status control in the release to warehouse screen | |
| Process Production - Produce multiples lot at a time | |
| CLONE - Cost distribution for all the produced item based on recipe set up | |
| Add Reason code and notes for all the inventory adjustment screens like quantity adjustment | |
| When user moves a pallet into quarantine location, system has to change pallet status to Quarantine | |
| System should not allow user to ship out a pallet that is not in the stock storage location | |
| Allow to enter production break up in the blend production screen | |
| Handling hand add location in the pick list | |
| System should adjust lot qty by sample qty when user creates a sample for a pallets based on settings | |
| Show the comma delimiter in all the number columns in the inventory view screen | |
| Add Pick button in the work order detail screen | |
| Add hyper link for lot no column in the tasks and lots grid in pick order screen | |
| Add a button in the lot details screen to display lot history | |
| Flexibility to pre-print labels for IR | |
| Release button should be disabled based on process attribute 'Warehouse Release Lot By Work Order' | |
| CLONE - Add Manufacturing cell column in the recipe input item grid | |
| While merging, system has to update source lot expiry date if source lot expires soon than destination lot | |
| Pick list button in the work order stage screen should be enabled or disabled based attribute 'Pick List enabled' | |
| provide pick list print button in the work order stage screen | |
| Move the column order by default as lot no, lot alias, parent lot number in the inventory view and bulk changes tabs | |
| Add a button named as 'Empty out' before save button in the cycle count tab of Work Order Management | |
| Add Location column to Add Recipe screen | |
| CLONE - Send Expiry date as part of EDI945 | |
| Line item is not available after creating a order |
| Remove 3 tabs from Tax Authority screen |
| Create Inventory Receipts/Purchasing Tax Report Grid | |
| Payment entry detail - Multi Currency changes - Adjust the payment screen recap for multi- currency | |
| CLONE - Add currency in Vendor Entity Grid | |
| [Voucher Payment Details] - Selecting vouchers to pay | |
| [Voucher Payment Details] - Posting Zero gains and losses on FX | |
| [Voucher Checkoff Report]Check off tax | |
| Deferred payments - Accounts payable | |
| Purchase order Detail - Add source no | |
| PO Detail Search - Add related fields to search grid | |
| Deferred Payments | |
| Pay vouchers | |
| Add the creation of deferred payments | |
| Deferred Payments | |
| Check off Detail Grid- Need a grid for easy reporting |
| Create General Ledger Transactions for M2M inquiry | |
| Change the generate journals button to post button - M2M inquiry | |
| M2M inquiry- transaction screen , add 2 new columns Zone and location | |
| Overall Position Summary Report | |
| M2M entry - label is not correct should be attachments | |
| M2M Entry - Relabel vendor to counter party | |
| Mark to Market - GUI change | |
| Changes to M2M inquiry screen (screen to be renamed to mark to market) | |
| Settlement Price - Modifications to handle M2M Enhancements | |
| Company config- rename zone to market zone | |
| Mark to Market- Load the transactions first and then load only the settlement prices and basis that are relevant for positions in the Transaction tab | |
| M2M inquiry search screen - add new columns - GL post date, GL reversal date ,Last M2M reversal post date | |
| Screen Change Futures Options Settlements Prices for Price Type | |
| MTM Entry Screen Change - Add Price Type "Mark to Market" or "Stress Test" | |
| Change number format and descriptions to match Gain or Loss | |
| Mark to Market - Sequential Record No | |
| When user selects a futures closing price of the type M2M (not simulation), populate an alert message to inform user that all the transactions will be locked for editing | |
| Report to compare GL values for a given time period | |
| Coverage report - Add a new dropdown position by | |
| Grain Conversion - Import Futures Market & months | |
| Futures Trading months - Make last trading date mandatory | |
| Futures trading months/options trading months - Add commodity column | |
| Modifications to brokerage account configuration | |
| Broker account- trader field should become a field | |
| Basis Entry Screen - Provide a dropdown type with 2 options Mark to Market and Stress testing | |
| Generate future trading months with user intervention |
| Allow adjustment of accrual dates | |
| Invoice "Get Previous Details" | |
| Consolidate pickup/delivery into Freight Terms | |
| Setup for Credit Card Processing | |
| Code for Tax Reconciliation Screen | |
| Restrict Customer Combo Box Selection by Customer Location by User Location Restrictions | |
| Service Charges - Process all accounts to current | |
| Create a report reconciling to the accrual balance | |
| Sales Pricing - Max Price/Price Level Contracts | |
| Hyperlink to Comments | |
| GAP - Company Location GL account hierarchy versus company configuration | |
| HDTN-179143 - Convert AR/PO/SO/Inventory - Improve error message | |
| Tax Codes code report: Add destination address to tax grid | |
| HDTN-172826 - AR Conversion Project - Convert Sales Company Configuration | |
| AR Screens - should consider Effective Date in pricing levels to pick the retail price | |
| Hyperlink for records on Prepaid and Credit Memo | |
| Invoice > Tank Delivery default Site # | |
| On SO and Invoice, need to add logic for license and applicator | |
| Add Customer No on Various reports | |
| Invoice: Additional Balance field in Invoice detail grid | |
| Invoice screen - Option to select OTC and ICT in invoice screen | |
| Tonnage Tax Report - Add Ton calculation column in Tax Report Grid | |
| Add Unforgiven Option in Service Charge invoice screen | |
| Add default payment method to Receive Payments Detail | |
| Add Import Invoice Log screen for Origin Invoice Import | |
| Disable Email button when an invalid email address exists | |
| Improve Batch Printing Process | |
| Sales Order > Add Details to Grid | |
| Change the position of the quote button to make it more user friendly | |
| Remove print confirmation | |
| Process for NSF checks | |
| Add fields to Sales > Customer Entity Grid | |
| Add a progress bar on Import Transactions From CSV | |
| Need Indicator in Invoicing to show if the Invoice was e-mailed | |
| Rename Sublocation and Storage Location to Storage Location and Storage Unit respectively | |
| Add field for quote on SO and Invoice | |
| Add Payment, prepayment, and discount information in the total section of invoice print | |
| Invoice - Do not reset items if new customer selected | |
| CAB - Add "On Account" button in POS payment screen | |
| CAB - Auto fill payment amount when payment type equals Write Off | |
| Add Details tab in Sales Order and Invoices screens | |
| Auto apply checkmark in "Apply Budget" when customer is Budget Customer | |
| Expand customer search feature | |
| Add Active Column in Customer Grid | |
| Conversion - Change invoice service charge conversion | |
| Add Opportunity to Quote (link back to CRM Opportunity) | |
| Create Link from Sales Order to Quote | |
| LOB in Quote | |
| Use Energy Trac Payment number as Receive Payment Number | |
| Enter Payment Details > Sort by Due Date Ascending | |
| Receive Payment Detail / Invoice search / Aging Reports - Performance | |
| Change entity type when quote is won | |
| Add to admin user the ability to duplicate Letters to change the default verbiage to customize the dunning letter | |
| Additional options to Tax Report | |
| Sales Order - Scale ticket weight application to sales order. | |
| Create a RCV record when applying credit memo to invoice in Sales Invoice | |
| Service Charge should Due Immediately in the absence of terms setup in company configuration | |
| Implement Starting Numbers: ‘Use Location’ | |
| Process Return in Sales similar to returns in Inventory Receipt | |
| Invoice Search - show credit memo, prepayment and overpayment as negative amount so that the grid total becomes acurate | |
| Invoice Search - Add columns Amount Due, Tax and Withheld | |
| Validations on GL Accounts | |
| Add the invoice numbers to service charge printout for a more detailed calculations where the price is from | |
| Service Charge > Add fields to post preview for Ease of Auditability | |
| Batch Printing > Add Status When Emailling | |
| GAP - Auto apply prepaid credits on posted invoices | |
| GAP - auto apply regular credits | |
| CLONE - HDTN-179322 - Extend Cost to min 5 digits on Sales Order and Invoice Details Grid | |
| Customer > Taxing > Exemptions tab > Add Exemption Reason column | |
| Sales Order - Adjust tax to calculate unit of measure | |
| Sales Invoice - Adjust tax to calculate unit of measure | |
| Forgiving Service Charges > Add Audit Log for when/who | |
| Move fields from the Entity Farm Screen to Entity Location Screen | |
| Customer screen - Add columns to Locations grid | |
| Portal > Add Customer Inquiry | |
| Portal > Add Payment Grid to show History | |
| Portal > Payment Detail - hide some tabs and buttons | |
| Portal > Invoices to hide CF Tran details | |
| Portal > Hide tabs in Customer Information | |
| Prompt user if customer is on credit hold | |
| Prompt user if customer is on credit hold | |
| Invoice - Display TR document number by default when opening invoice from TR | |
| Provisional Invoicing - Improvements for iTrade | |
| Sort Unapplied Credits Register Report by customer name | |
| Receive Multiple Payments - Add column "ACH Active" Yes/No | |
| Receive Payments - Recalculate RCV upon batch post | |
| Service Charge: Allow specifying SC Date and Post Date | |
| Sales Rep - Add Driver Number field (Salesperson tab) | |
| Customer Messages - Ticket Entry type not working | |
| Customer Messages - Statement message type not printing on statement | |
| Customer Messages - Pick Ticket type message not printing on Pick Ticket | |
| Customer Messages - Invoice Type message not printing on invoice | |
| Conversion - Add Import button for Default Freight Terms in Customer Locations | |
| ACH - Additional ACH process - Gap to Origin (refund customer credit) | |
| Service Charges - Add Forgive Date | |
| Receive Payments - Add CM transaction record in Receive Payment Grid | |
| Receive Payments - Add BDEP record number with unposting error message in Receive payments. | |
| Receive Multiple Payments > Add column for Check # | |
| Comboboxes - Display field should be the first column in the dropdown | |
| Customer screen - EntityAdd Language combo box to the Entity tab | |
| Invoice: Add a confirmation message when returning an invoice |
| Consumption Site > Ability to Re-assign Driver in Mass | |
| Site > Grid > Add Lost Customer information for reporting | |
| Customer Inquiry - Remove eTracker Option | |
| TM Screen Report to Export Button | |
| New data service to feed TM Orders to Mobile Billing | |
| New Order field: Received Date/Time | |
| Update "Received" status when Order is changed | |
| Delivery Fill Report - Add Wait Message |
Enhancement
| CF Invoice > Prevent trans with Posting Date > Invoice Date |
| Remittance Advice only prints 3 lines, leaves out City/State/Zip |
| Entity Location - Make Printed Name required. |
| Include "Technical Error Details" in Message boxes for things like "Failed to load Resources" |
| IR Freight charge calculate based on gross units |
| Time Off needs to take payout range into account when deducting from Available | |
| Holiday pay hours should be deducted from Regular Standard Hours | |
| W2s not showing City, Local and School Tax - 18.1 | |
| Box 12 on w2 not populating - 17.4 | |
| Need to add a column to the SUI report for Net Wages = Gross - Pretax | |
| GL distribution for Taxes and Deductions need to follow Department and or % in Earnings Screen |
| Program M2M lot not controlled version | |
| Brokerage Account - From Date and To date of the Brokerage Commission is not working as expected | |
| Options Life Cycle - should have transaction date in Details tab | |
| Price Contract - DPR has wrong Net Payable | |
| Coverage report logic for ratio contracts | |
| Futures 360 --Initial margins- always show a -ve sign as it is always payable | |
| Position analysis change -From price and To price from the derivative should be displayed in position analysis change |
Bug
| CF Invoice > Transaction Data was duplicated 9x on Emailed Invoices |
| HDTN-204715 - Wrong invoice amount | |
| On changing the pricing type in sequence, it changes all other fields under pricing | |
| Atlas contract document print - Hide fields from print if no data entered | |
| [DP Contract] - Disable Slice button for DP contracts | |
| Price fixing letter- Atlas format should have Lots to be fixed detail when there is a partial price fixation | |
| Visualization tab not loading in contract | |
| Error message populates when user clicks on insert button on the contract screen (to create a sequence) | |
| 18.1Dev script publish error | |
| Error deploying scripts in 02 (With Origin Integration) | |
| intUnitMeasureId of tblCTContractDetail is set to Null against 'Multiple Price' Contracts from 2nd detail on-wards | |
| CT 18.1 Prod build is failing |
| Customer License: Server time out error upon opening |
| CLONE - Default Location is being used when selecting vendor in Dealer Credit Card | |
| CLONE - Default Location is being used when selecting vendor in Dealer Credit Card | |
| No Voucher Created fro CCR Transaction - AP Type = Credit on Account + Shared Fees | |
| No Bank Transaction (Net Price) Created in CM > Bank Transaction for CCR Transaction AP Type = Cash Deposited + Shared Fees | |
| No Email Received when Posting CCR Transaction |
| Base Export - Export screen shows ET files when Base Engineering is set as system | |
| CLONE - Base Import - Not Handling Overfill. Causes complete import failure. | |
| CLONE - Base Import - Contract line on overfill invoices not using contract price | |
| CLONE - Base Import - Tax on contract overfill applying incorrectly to both line items | |
| CLONE - Energy Trac Import - Error due to unavailable contract amount | |
| Database Upgrade failed during upgrade | |
| CLONE - Base Export - Contract balance is rounding when it should not | |
| Error on SQL Script deployment DEV AND RC | |
| Error Installing 18.11.0211.13 Procedure uspETTranslateDigitalDispatcher |
- No labels
Overview
Content Tools