- Created by Liz Dorado, last modified on 01-14-2016
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Tasks
| Add some of the field names for ACH Bank File Format if the selected Type is Field | |
| Add Types in ACH Bank File format | |
| There should have a way to generate multiple lines in ACH Bank File | |
| Process Payment should print Payroll Remittance Advise Report for Direct Deposit | |
| Add Entry Hash Total type in ACH Bank File format |
| Add and modify Menu Item for Tax Report |
| Show Contract plan in Contract search screen |
New Feature
| SO - Pull from Recipe | |
| Invoice - Recipe items | |
| Import from Digital Dispatcher into i21 A/R Invoice | |
| Limit Location Selections based on User Role Company Locations | |
| Need Statement Comment Type | |
| Implement Payment tab in Invoice Screen | |
| Implement Payment tab in Sales Order Screen |
Improvement
| Load Contracts Integration |
| Implement Offset Date for Balance Sheet, Income Statement and Cash Flow Template |
| Add Direct Shipments to i21 Scale | |
| distribution screen updates for 15.4 | |
| Scale should use the SP from inventory to convert... | |
| transfer in/out needs no distribution... should be removed for this type | |
| eliminate duplicate entries in drop lists... | |
| scales label should include the description |
| Add location name in the dispatch email message |
| Print logo on reports | |
| Check Credit Limit and Past Due when invoicing | |
| Check Credit Limit in SO | |
| Add Invoice Type to Special Pricing Hierarchy | |
| SO - Add 'Ship' button to process to Inv Shipment. 'Process' button will process to Invoice | |
| Add Invoice Date and Post Date on Invoice Search Grid | |
| BOL and PO need to pull into the invoice from SO | |
| Consider Invoice Type when applying special price | |
| Still need Aging Report until we have Group By for Grid | |
| Add Provisional Invoice on comment maintenance | Invoice Type | |
| Remove Special Pricing Message | |
| Add "Current" to Customer Aging Detail Report and Statement Report | |
| Add Consumption Site # and Description to Sales Analysis Grid as an Optional Field | |
| Tank Management Tax Group and Sales Tax Override needs to be used for Tax Exemptions | |
| Add Item and Item Category to the Tax Report | |
| Discount Available, Discount Taken on Invoice | |
| Tie Receive Payment Detail to Budget | |
| Batch Posting Needs | |
| Add Discount Amount field on SO and Quote | |
| HDTN-174718 - 15.4 - Customer Aging Detail Grid | |
| Add back tax report into 15.4 like we had in 15.3 |
Data Fix
| Need to convert Audit Log and Recently View for Transport Load old to New Transport Loads |
Bugs
| When you click the print each row drill down does not work | |
| Report Template - Retained Earnings and Current Year Earnings rows on Balance Sheet and Balance Sheet Detail | |
| Row Designer - Override column calculation unchecked | |
| Trial Balance - rounding issue on Total Beg and End Balance | |
| Error runnning the sql scripts in 15.4 dev | |
| Trial Balance report template - Make all rows to have Debit Balance Side | |
| Balance Sheet and Balance Sheet Detail report template - incorrect account type for Liability, Equity and Total Expense rows | |
| Income Statement and Income Statement Detail report templates - incorrect Account Type for Expense rows | |
| Trial Balance Detail report template - wrong Account Type for Liability, Equity and Expense rows | |
| Cash Flow Statement - wrong Account type for Liability and Equity rows | |
| Incorrect syntax near 's' error when upgrading to build 525 (15.4 Prod) |
| Unable to create a ticket - Module name is not displayed |
| SO number not appended to Invoice comments | |
| Wrong date on import billable from helpdesk screen | |
| Contract price used on quote | |
| Customer Aging: Default As Of condition | |
| Overpayment not rounded to 2 decimal places | |
| SO not displayed on Add Shipment screen | |
| CLONE - Convert to Template screen no longer prompt when Recurring is checked before entering required details | |
| Invoice Report: total tax per line not displayed | |
| Transport Quotes not properly filtered by date | |
| Empty email header logo | |
| Tax Rate not showing all significant decimal numbers | |
| Exclude Email filter not working on Transport Quote | |
| Freight, PO No and Split not populated after Add Shipment process | |
| Incorrect UOM and Price on added recipe | |
| Add Recipe showing recipe for other customers | |
| Unable to save invoice | |
| Cannot open reports on sales module | |
| Ingredients not loaded on SO/Invoice grid | |
| User not alerted when ingredient did not have enough stock | |
| Recipe Quantity not editable | |
| Remove Credit Limit total | |
| Message revision | |
| Error when printing Transport Quote | |
| Company logo not consistently displayed on Invoice History report | |
| Customer field not filtered by contacts customer id | |
| Customer Statement Details report not grouped by customer | |
| Tax not recalculated when Ship To, Date, or Freight is changed | |
| Need to update Quote with Sent status after email in Batch Printing screen | |
| Limit the customer contact to viewing of records only | |
| Remove Event field | |
| Incorrect Salesperson on imported invoice | |
| Incorrect UOM on Add Recipe screen | |
| Cannot post invoice from Add Recipe | |
| Sales search screen issues when user is logged as contact | |
| Round off discount to 2 decimal places | |
| Batch Printing should filter for Quote Status | |
| Do not allow to recur an Invoice transaction if don't have item/s and miscellaneous. | |
| Show 2 significant decimals for total | |
| Exempt button on Item Taxes not properly functioning | |
| SO - Add Recipe does not have Qty field and no proportionate calculation of ingredients. | |
| Recap button missing on Invoice from Transport | |
| Show item price on Add Recipe screen | |
| Discount not updated when Date Paid is manually typed | |
| Sales Analysis - General Ledger Account | |
| Disabled Recap button on Receive Payments Detail | |
| As of date filter not showing correct data | |
| Over 90 Days not properly computed | |
| Customer Inquiry report: incorrect Last Payment Amount | |
| Customer Inquiry report: incorrect Balance/Total Amount Due | |
| Customer Inquiry: link Budget Amount and Budget Month to entity setup | |
| Unship is enabled on a closed SO | |
| Filter Customer Aging Detail report based on User Role company location | |
| Breaking changes of Transport in Invoice | |
| Error when importing dispatch file | |
| Show the TicketNumber on Invoice | Comments | |
| Show Discount Taken on invoice search grid | |
| Can process to invoice SO with blank uom | |
| BOL No and Freight required when processing SO to Invoice | |
| Blank column on Add Recipe screen | |
| Proportionate calculation of ingredients | |
| Payment History Report reporting error | |
| Ingredient price to show 6 decimal places | |
| Unpost button displayed on Invoice from Transport | |
| Service Charges Showing up after being forgiven | |
| Error viewing Receive Payments Detail record | |
| Forgiven service charges still included in the computation |
| Checkout screen not opening in 15.4 i21 demo server |
| Failed: Deployment of 15.4.0112.524 to New QC - i21Server |
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