- Created by Cavinne Callado, last modified on 12-01-2015
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New Feature
Company Location wise Preferences | |
User roles based on company location | |
Changing company location while in application | |
Company Registration | |
Add Screen for Letters | |
Email/Letter Templates | |
Add "Work Orders" Menu | |
Include new Simplified Reporting to System Manager | |
User Preference - Menu background image | |
Create a Lock Screen that opens after a set period of time | |
Terms Needs Option for Energy Trac Export | |
Multiple "User Roles" per Location | |
Require the cash account when creating a location. | |
Batch posting for AP invoice | |
We need to add tax group to the location |
DP Contract Type | |
Event Matrix maintenance screen | |
Calculated No. of Lots Message | |
Creating history for change in Scheduled Quantity | |
Contract Status (Purchase Contract & Sales Contract) | |
Create a function to get the index price | |
Simultaneous fixation feature | |
User should not be able to select inactive vendors/customers for a purchase or sales contract | |
Prepaid button | |
Producer field - Additional Info tab | |
Demand Analysis - Development |
Drill down from group |
Create Group Entity | |
Import for Entity from CSV/Excel | |
Customer Budget - Entity Setup | |
Create Producer Entity Type | |
Add a new entity type 'Insurer' in Entity screen | |
Entity - Contracts Tab - Delta | |
Add Customer Entity Location to Pricing Tab | |
Add inactive flag to the location on the entity | |
Customer Entity Data needed for Energy Trac | |
Ship Via Entity > Add Tariff Type | |
Customer Entity > Transport > Freight > Add Tariff Type | |
Customer Contact default Portal access | |
Additional choices for Email Distribution dropdown |
Global Search | |
Create a User History tab that can be used on any screen to track changes - Audit Log | |
Create a non-blocking Alerts component | |
Export to Excel and PDF from search grids | |
Do not continue opening the screen when no record. | |
Ability to add buttons on Search screen programatically | |
Audit Log method in Server Side | |
Two-Step Verification | |
Preview Attachments to the right of screen via Flyout/Collapsible screen | |
Quick Filter Tabs in Search grids | |
Notifications | |
Comments with Help Desk Editor, Mentions and Watch features | |
Recently Viewed | |
Automatically alert users when they've lost internet connectivity in i21 | |
Search Grids need Totals on certain amount/number fields | |
Grid Drill Down | |
Replace all Message Boxes with more modern looking messages | |
Provide drill down option for check box |
Restrict journal entries to the currency noted in the transaction | |
Account active / inactive flag should display on account field on Journal entry | |
Rather than create an unposted screen - we should go to the batch posting screen and filter | |
GL - Do not continue opening the screen when no record. | |
Remove the Sales and Cost of Goods sold account types | |
Usability on adding Groups | |
Add total amount to the Journal Search screen |
i21 - Adding 2 digit to ticket/car number fields (12) | |
Update for user profile | |
need to select the scaling UOM from Inventory UOM Table for conversion. | |
Create new fields, table entry in ticket table like for storage for transfers | |
History line references in Storage should be links | |
add search screen to scale program | |
Scale Operator entry on main scale screen... | |
storage ticket should be alpha-numeric not just numeric like scale | |
Initial move of storage caclulation stored procecdure | |
Extend functions of calculate storage |
Inventory Count | |
Reports -> Inventory Valuation | |
Parent Lot - Development | |
Item -> Stock - Computation for Additional fields | |
Inv Shipment - Add 'Other Charges' tab | |
Item -> Setup -> Motor Fuel Tax tab | |
Create Basket - Make Commodity field editable for Bundle item type | |
Inv Shipment - Add "Quality" button on Shipment Detail grid | |
Stock View | |
Reports -> Inventory Valuation Summary | |
Inventory Count Group - Add count setup fields | |
Bill of Lading Print - print from Shipment screen | |
Inv Receipt - Detail tab & Lot tab for Search, include hyperlink to maintenance | |
Inv Shipment - Detail tab & Lot for Search, include hyperlink to maintenance |
Inbound Shipment - Afloat Stock | |
Shipping Instruction Report | |
Shipping Advice Report | |
In-store letter Report | |
Costing Screen | |
Weight Claims - Inbound Shipment vs Receipt | |
Add Insurer in Inbound Shipment screen | |
Insurance Letter print | |
Duplicate feature in Shipping Instructions | |
Attachments tab in Inbound Shipments screen | |
Inquiry to view Logistics Inbound shipments - BL / Container information | |
Audit Log in all logistics transaction screens | |
Basket concept in Inbound shipments | |
Email Dispatch Info to Driver | |
Posting to AP Bill from Warehouse Instruction screen | |
Add documents tab in Inbound Shipment screen to track documents | |
Add Comments tab in Load Schedule screen | |
Inventory Lots view - Afloat stock + Spot | |
Create Invoice from Inbound Shipment screen - Drop Ship scenario | |
Warehouse instruction integration with Inventory Shipment | |
How do you know how many loads are scheduled and left to schedule on the contract |
Recipe | |
Blend Management | |
Blend Production | |
Blend Management - Multiple Blend Sheet | |
Blend Management - Auto Blend Sheet | |
Blend Management - Context Menu (is this required?) | |
Blend Management - Parent Lot | |
Blend Management - Kitting | |
Blend Production - Bulk Delete | |
Blend Production - Change Line | |
Blend Production - Context Menu | |
Blend Production - Parent Lot | |
Holiday Calendar - Development | |
FG Production - Development | |
Inventory View (Excluding Tool Bar buttons to open transaction screens) | |
Location Movement Map - Development | |
Lot Details - Development | |
Kit Manager - Development | |
Kit Pick List - Development | |
Scheduling - Production scheduling rule - Development | |
Scheduling - Change over group - Development | |
Schedule - Production Calendar - Development | |
Schedule - Production Scheduling - Development | |
Lot Status Adjustment - Development | |
Lot Item Change - Development | |
Lot Expiry Date Adjustment - Development | |
Lot Quantity Adjust - Development | |
Lot Move - Development | |
Lot Merge - Development | |
Lot Split - Development | |
Plant Schedule Chart - Developemnt | |
Multiple Change over factors - Development | |
Recipe: Add the ability to Duplicate recipe | |
Sanitization Staging - Development | |
Sanitization Production - Development | |
Pick List: Kit Transfer: without select the demand no and clicking on transfer kit, system should show validation | |
Pick List: Delete: Picked Multiple demand no, staged, then only one demand number is transferred and another demand is still in stage. deleted that pick list, system is making both the demand no as Pre Kitted | |
Net Blend Kilos Report - Development | |
Total Pounds Per Blend For Rolling Days Report - Development | |
Daily Production Item Report - Development | |
Bagoff Ticket Label - Development | |
Process Production Trueup Report - Development | |
Process Production Runs View - Development | |
Blend Sheet Report - Development | |
Stock Control Report - Development | |
Lot Traceability | |
Work Order Production Returns - Development | |
Work Order Staging - Development | |
Work Order Planning | |
Kit Pick List Report | |
Recipe Using Percentage | |
Non Lot Tracking Item Blending |
Move Patronage Category Maintenance from Inventory to Patronage | |
Stock Classification | |
Estate/Corporation Maintenance | |
Refund Rate Maintenance | |
Program Company Preference for Patronage | |
Issue Stock (Stock Certificate Entry in origin) for Patronage | |
Category volume - integrate with other modules and store transaction volumes | |
Process Refund | |
Process Dividend | |
Volume Adjustment | |
Transfer Instruments | |
Change Stock Status | |
Cancel Equity | |
Stock Details | |
Volume Details | |
Equity Details |
pay bills on separate check flag is checked | |
PO - update fields when selecting a contract. | |
Bill - Inbound Shipment integration for drop ship | |
Purchase Approvals | |
Add drill to all the items on the screen | |
We have added the close AP Period button to the general ledger fiscal year screen | |
Add 1099 configurations | |
we need to add 1099 int, mis and 1099 b forms | |
Dont allow editing for 1099 information in a year where 1099's have been printed | |
Allow users to reprint 1099's | |
1099 electronic filing | |
1099 printing | |
Change Bill naming to voucher | |
Please allow the editing of the due date on bills that are posted and not yet paid | |
add totals to columns on Voucher and voucher detail |
Sales Analysis Reporting | |
Code Commission Schedule Screen | |
Customer Budget | |
Provisional Invoice Type | |
SO - Add Notes tab | |
Inv - Add Notes tab | |
SO - Pull from Recipe | |
Invoice - Recipe items | |
Receive Payment Activate Write Off Account | |
Need to handle freight Charges on Invocie | |
Update Special Price SP for Specific Ship To Customers | |
Need Special Prices for Transport Quoting | |
Import invoices from csv/Excel | |
Need Statement Comment Type | |
Mass Print Invoices to have an option to exclude printing Invoices that can be e-mailed. | |
Batch Printing for Transport Quotes |
Assign Price Levels to a Consumption Site | |
Work Order Grid | |
Open Calls Orders Grid | |
Leases Search Grid | |
Add Service Categories to Work Order | |
Virtual Meter Billing | |
Recalculate Prices on Pending Orders/Call Entry | |
Send Updated Pricing to Digital Dispatcher | |
Send Updated Quantities to Digital Dispatcher | |
Limit Location Selections based on User Role Company Locations | |
Lock Price on Call Entry | |
Consumption Site > Add Billing by Type: Virtual Meter |
Transport Quote Report | |
Transport Quotes Screen | |
Transport to Show Tax Summary | |
Display a list of Terminal Numbers based on selected Vendor Location | |
E-mail Transport Quote | |
Unpost a Transport Load | |
Use Customer Tariff Type to match to Ship Via Tariff | |
Batch Printing changes |
Legacy Requirement
Vessel tab |
Install
Deployment of 15.3.1029.527 in server2 failed: Error upgrading database : QC1530AO |
Improvement
Add Network to the Site List Grid |
undeposited transaction not added to the bank deposit grid | |
MICR should be shown in the Check report | |
Import Origin Transactions does not tell anything | |
Deactivated Bank Account is still showing on the list | |
Bank File Format - Add File Creation Date field for Account Header | |
CM Changes for Paycheck Direct Deposit Feature | |
To exclude inactive GL Accounts from CM combobox | |
Display Undeposited on Bank Accounts | GL Account | |
Print checks should change to process payments | |
From the payment processing screen (formerly print checks) you should be able to process efts and ach's | |
Merge the cm bank export screen into select payments (formerly print checks) | |
call postivie pay from the process payments screen (formerly print checks.) | |
Rename the Electroncic banking services menu on process payments(formerly print checks) | |
Add email of ACH remittance to Vendor contact | |
Handle those bank account selected without a transaction yet | |
Remove Preview from positive pay and ach view |
Do not allow deactivating a term that is used by a customer | |
We should move the company setup screen to a tab under company preferences | |
Provide code to open Company Location screen of specific location name. | |
Change Company name title based on Company Type | |
Add Sales Order on Transaction Type list | |
Add a prepaid account to company Locations | |
Implement Audit Log on Company Preference (SM only) | |
Change Taxable by other Taxes to point to Codes instead of Class | |
Match Tax Address on Tax Code | |
Add Description to Tax Group Search Grid | |
Can you add a filter or search to the tree grid below? | |
Must have audit log on security - security events is the most important place to put audit logs. | |
Drop Inventory Company preference - Inherit setup | |
Add "Open Call Entries" in menu | |
Show full 6 decimals on Tax Rates | |
Tax Code - Make Calculation Method a Required Field | |
Remove Tax Master Group | |
Open screen only if module manager is loaded. (Via routing) | |
Add vendor and customer prepaid account on company location. | |
Display Unposted transactions in Common Batch Posting Screen | |
Remove Open Tickets, Tickets Assigned to Me and Tickets Reported by Me menus under Help Desk folder. | |
Change Tickets menu command. | |
Remove Import menu | |
Add date and time in tblSMActiveScreen for better idea of when the active screen becomes runaway sessions | |
Apply the approval levels on approval screen. | |
Change menu of Bill to Voucher | |
Update Payroll > Employee Link to point to Entity Screen | |
Add Amount to Batch Posting Grid | |
Add EIN(Employer Identification Number) on Company setup. | |
Create 1099 Menu | |
Rename all Print Checks menu to Process Payments | |
ACH payment method should be added and be system controled | |
Add combobox for Undeposited Funds in Company Location | GL Accounts tab | |
Implement attachment on Company Location | |
License generator: Default with one year. Do not allow non-expiring | |
Menu Cleanup on Security user | |
Menu: Add Company Registration menu | |
enable Reporting for Transports Module | |
i21 Menu Changes | |
Change from 'Bill' to 'Voucher' | |
Import Existing GJ Recurring Transaction to SM Recurring Transaction if not there | |
Show only the for recurring transactions of Purchasing. | |
Remove 'Paid Bills History' on the menu of Purchasing. | |
Common function to retrieve company logo | |
Approver without email. | |
Allow access to all location if there is no configured location | |
When you log into i21 | |
Menu reposition on expand | |
Enhance User Role to cater for Contacts | |
Remove Menu |
Load Contracts functionality - Delta | |
Sequence Futures Month/Yr. | |
Pricing Contracts - Includes spread / arbitrage / GTC pricing / partial pricing | |
Allow alphanumeric for manual entry of the contract number. - Delta | |
Build bag mark feature in contract sequence | |
Vendor button - bring up Vendor screen if blank | |
Index Maintenance Update | |
Load Contracts Integration | |
Include intPurchaseTaxGroupId on contract details store. | |
Need to send Vendor and Supply Point for Fixed Index contracts | |
Call update unit cost scripts on Contracts saving | |
Search Screen - Date and commas for quantity columns. | |
Salesperson display - Name instead of ID | |
create a function in the client side to update the schedule quantiy of contract. | |
Change Customer Contract field for Purchase and Sale contracts. | |
Contact - Change name of Vendor/Customer field to Entity. | |
Remove Contract Defaults | |
Rename Quantity to Contracted in contract grid | |
Created Date on Contract Search Screen | |
Menu cleanup | |
Contract Search - transactions are not shown in descending order | |
Contract title | |
Adding Quality Sample in Contract Module for Contract Line Item | |
Pricing Type: Cash & Index | |
Rename TBD to Unit | |
Column Total - Units of Measure | |
Contract Sequence - Date function | |
Contract History tab - Export to Excel |
Expand Import Mapper for Card Fueling Requirements |
Ability to Expand/Collapse All Groups | |
Loading status when importing multiple panels from iGuide Import Panel List | |
To add "Save Dashboard Layout" option | |
Auto-fill Title/Legend fields of Chart type panel | |
Message to inform the user that connection failed after hitting Fill Columns button | |
To use color picker on Back Color and Font Color on Conditional Format tab of Panel Settings | |
Convert Ext-Chart to Sencha-Charts | |
Add option to make connection visible in Dashboard selection | |
Informative message that will inform the user if the query is invalid. | |
Make Query builder lightning fast | |
Implement real paging on Grid panels | |
Rename panel context menu | |
Implement standard i21 data export that the standard search screen has | |
Add Import button in multi-tab search screen | |
Add context menu for new panel and new canned panel for administrator | |
Panel Name font of Canned Panel must turn red after activating. | |
Panel Name font of Personal Panel must turn red after deactivating. | |
Improve Panel header |
Add Payment Detail link in Vendor Maintenance History tab | |
Change Bill No column in Vendor History tab to a link that will open BL record. | |
Add "Receive Sales Email" option(checkbox/field) in the Entity/Customer Contact Screen | |
Implement Users as Entity | |
Implement Employee as Entity | |
Make adjustments to Entity Split Screen | |
Need tax exemptions at the location level as well | |
New entity duplicate check | |
Tariff Tab Clean up | |
Need to replicate Customer Taxing Tab in Vendor | |
Label tax grids on customer | |
Add Invoice Type to Special Pricing | |
Delta - Entity Customer Pricing Changes | |
Show Entity > Customer > Pricing Deviation with Full 6 decimals including Trailling Zeros | |
Change Label on Customer Entity > Transports > Freight | |
Add Effective Dates to Tariffs | |
Create New Entity screen should default to Name field without Origin Integration | |
Update Entity Location to be Tax Group instead of Tax Code | |
When Rack Price is Origin or Fixed Rack - Require Cost to Use to be Selected | |
Change Tax Exempt label to "Exempt All Taxes" in the Customer tab on the Entity screen | |
Need to include inTaxGroupId,strTaxGroup in customerbuffered,emlocationbuffered stores | |
Need to make customer status multi-select drop down | |
Entity Contact Needs Option for Emailing of Multiple Document Types | |
Entity Location > Terms Should default from Customer | |
Add Link to Card Fueling Account Screen from Customer Entity | |
Salesperson name should be displayed in Entity when selected. | |
Adding an entity | |
Entity Customer > Pricing > Obsolete Consignable field | |
Duplicate Matching | |
Add Original Hire Date in the Employee screen | |
Remove Receive Sales Email | |
Customer -> Patronage tab - Remove Patron Class | |
Entity screen: Move the Import button to the search screen | |
Remove Open Tickets and Tickets Reported by Me menus under Help Desk folder. | |
Show Transport Quotes on Entity History Tab | |
Make email add required when email distribution is enabled | |
Add a require purchasing approval flag on the user screen | |
We need to add the tax id and the year to date activity for the vendor to this screen | |
Add percent sign in Earning GL Distribution grid detail | |
Add AP Remittance advice to the select list for the AP Drop down | |
Please change the 'AccountsPayable.view.Bill' to 'AccountsPayable.view.Voucher'. | |
Additional fields for vyuARCustomerSearch | |
Change vendor contact menu. | |
Items that should be shown on vendor search | |
Update Customer> Taxing> Special Taxing> Tax Mater Group field to show Tax Groups instead of Tax Master Group | |
Entity Customer > Transport > Quoting > Add Ship to Supply Point | |
Drill down on Customer > History tab | |
Create a store that AP can use that list the approval option | |
Disable the Employee Time Off Information fields | |
Add Rate Factor in the Employee Time Off Information panel | |
Disable the Last Award Date field in Employee Time Off Hours panel | |
Rename the Linked Time Off label to 'Deduct Time Off' | |
Add 'Accrue Time Off' combo box field in Employee Time Off Information panel | |
Return the User Role combobox but rename to 'Default Role' | |
Arrange the Date fields | |
Unposted Paychecks are displaying in Employee > Paychecks tab | |
Search screen for vendor | |
Adding permissions causes errors if you select the same location and same role | |
Add restrictions when non-admin login views their Profile | |
Employee Last Hire Date field should be required | |
Current load Employee should not display in the Supervisors list | |
Add the Employee Title, Pay Period and Active column in Employee Entity Search screen | |
Vendor History - Change Bill No to Voucher No |
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