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16.1 Release Notes
16.1 Release Notes
Mar 16, 2016
Task
Card Fueling
| Customer Invoice | |
| Card History > Expand Transaction Details that shows on the Search Grid | |
| Calc Transaction Rules: Contract Price to set Net Price | |
| Calc Transaction Rules: Remote Taxes | |
| Create Origin Conversions to i21 for Setup | |
| Create Origin Conversion for CF History | |
| i21 Import Tran from Text/CSV | |
| CF table constraints to other module table |
Cash Management
| 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 |
Common Info
| num prefix field to use dbl prefix | |
| Include Company Name in the Login screen for the Company combo box | |
| Remove the Reallocation report from Menu | |
| Include files in System Manager | |
| Reverse the FCOM-765 | |
| Remove the background feature | |
| Add Credit Card Processing panel in System Manager Company Configuration | |
| Open Screen Company Configuration - Default tab: Patronage | |
| Expanding tree menus should automatically move them up so they are fully displayed | |
| Copyright to display 2016 | |
| Need to add 'Position by Period Selection ' menu in the Risk Management Module | |
| Need to modify the menu name in Risk management module | |
| Add and modify Menu Item for Tax Report | |
| Need to modify the strCommand in Risk management module | |
| Add Invoice on Menu | |
| Move Announcements from Help Desk to SM module and provide an interface for Admins | |
| Add Quarterly FUI to Master Menu | |
| Change colors on tree menu for better visibility | |
| Save/Export Favorites Menu | |
| Rework the Login Screen to make it a full page instead of a window | |
| Add a Company Logo upload box to the Company Configuration screen | |
| Remove Quote menu item from Sales module | |
| Enable CompanyPreference for Logistics module | |
| Home Screen Changes | |
| Remove Weight Claims screen from Logistics menu | |
| Add menu under CRM Module named Prospects | |
| Replace Modern Scrollbars with normal width scroll bars for easier use with touch pads | |
| Provide an SP or SQL Function to retrieve the 'default' currency in a database. | |
| Enhance the UI of the Home Panels | |
| Add a line break between Filter and modules in Tree Menu | |
| UI updates to the Favorites tree menu | |
| MasterMenu: Create AP Transaction By GLAccount Menu for Purchasing Report (simplified reporting) | |
| Add border around login screen | |
| Remove the user preferences from the menu | |
| Rename "Site Group Price Adjustment" to "Remote Price Adjustments" on Card Fueling sub menu | |
| Create a menu under Common Info named Calendar | |
| User Portal - Need Contracts added to Portal Roles |
Contract Management
| Code "clean weights and cost" screen | |
| Contract - Add export flag in Contract table for ERP integration | |
| Contract Clean Cost Export - Add export flag in Clean Costs and Weights table. | |
| Changes due to Transport schema changes | |
| Show Contract plan in Contract search screen | |
| Set created date as contract date for the records where created date is null | |
| Participate in Global Search | |
| Provide a view for all fields in cost tab along with contract + sequence number | |
| DP Contract - Add Storage Schedule to Sequence | |
| Code changes due to Ext js upgrade | |
| Demand Analysis Inquiry- Short/exess of demand should be in green when positive | |
| Do not save contract while duplicating | |
| CT- Stop pre-loading of files after login | |
| Show market's default UOM as price UOM in contract sequence if pricing type is HTA, Basis or Priced | |
| Additional Column for Contract Views | |
| Update numeric precision to 18,6 in SP | |
| Applied field in contract sequence screen |
Entity Management
| Add Tax Options for different State | |
| Remove all references with tblSMTaxGroupMaster table in EM tables. | |
| Add Username and remove Entity No in User Search screen | |
| Update Entity Models - tblPREmployeeEarning.dblRateAmount | |
| Optimize Code | |
| Add strStockStatus field in CustomerBuffered Store | |
| Include "Enable Two-Step Verification" in the User Profile screen | |
| Create common combo box for Static Store used in EM | |
| Hide all the id column in grid combobox in Entity Management | |
| Use the new feature from GCE to move the config file | |
| Additional option in Customer Email Distribution Option | |
| Add functionality to edit contact admin role | |
| Add intCent and ysnSubCurrency on Vendor Entity store | |
| Add drill down functionality to user role in contact screen |
Framework
| Smart Dates - Allow Any typed Date Format in Date fields | |
| Update the Two-Step Verification screens | |
| Need a global keyboard shortcut that will move the cursor to the grid from any header fiel | |
| Home Menu Panels | |
| Export All search grid rows or only the selected rows | |
| Additional functions in web API iRely.Common.Security | |
| Two-Step Verification name in Google Authenticator should be "iRely i21" instead of just "iRely" | |
| Update SMS message for Two-Step Verification | |
| Ability to filter just like search grids on Home Menu Panels | |
| Upgrade to Sencha ExtJS 5.1.2 | |
| Additional Home Panels | |
| Drag a search grid column to filter on the fly | |
| Extend Global Search | |
| Add Tooltips for the Header Menu icons | |
| Export grids with header and footer | |
| Remove the Validation on drill down for Phantom data. | |
| Prevent Search Grid Columns from getting to narrow on smaller displays | |
| Comments & Messages Panel Enhancements | |
| Add a Cancel button to the Opening Attached File screen | |
| Need hyperlink for text field label | |
| Grid Filter should only allow filtering on columns displayed in the grid | |
| Merge Help Desk Editor with Comments and include the full toolbar editor in Comments | |
| Adding of cell information as one of the parameter in drill down event | |
| Include a way to add a Link to the Attachments tab | |
| User Profile button to Log a User Out of all Devices | |
| Hotkeys for Message box buttons | |
| Make i21 load faster under low bandwidth by enabling Cache, reducing the modules that load and minifying the code | |
| Create a Screen Dock to hold any collapsed screens | |
| Need a way not to retain the filtered column | |
| Create a way to append configuration settings outside the main view controller file of a view | |
| Rework Add Screen Shortcut screen | |
| Move Visualization tab to right of Contract Details tab in Search grid for Contracts |
FRD
General Ledger
| Migrate error messages to uspGLErrorMessages | |
| Account Template for Sales | |
| HDTN-172139 - Error in GL Account ID detail drill down from Trial Balance Detail report. | |
| Remove the dblOpeningBalance in vyuGLAccountView | |
| Rename 'Auto Negative' Account Category to 'Auto Variance' | |
| Double Arrow down should be replaced by drill down label | |
| Kindly add "Deferred Revenue" account category of type Liability. | |
| Implement Framework Changes (i21 Upgrade to ExtJS-5.1.2 (affected codes) | |
| Allow xtype account combo box to allow account category without filter | |
| Minor Adjustments for GL Reports |
Grain
| Implement early days functionality while listing contract in scale. |
Help Desk
| Create mapping between HD Modules and SM Modules |
Inventory
| Inv Shipment - Update contract schedule qty on save | |
| Create a column named "strBackColorName" in table tblICLotStatus | |
| Add Warehouse instruction button in Inventory Shipment and open warehouse instruction screen | |
| Pass Shipped flag as false to prevent pick lots recurring in Inventory Shipment popup screen | |
| Inventory shipment integration with contract | |
| Participate in Global Search | |
| Convert Long UPC to short UPC | |
| Include intLoadToReceive and ysnPosted in ReceiptItemTableType and update the same in uspICPostInventoryReceiptIntegrations SP | |
| Receipt - Total to be displayed below gross weight and net weight columns | |
| IR Screen- Populate BOL number entered in the inbound shipment screen | |
| Add a transaction type in tblICInventoryTransactionPostingIntegration table to call adjustment SP from iProcess |
Logistics
| Ext js upgrade related changes in Logistics module | |
| Change intLoadNumber to strLoadNumber in Load Schedule table | |
| Add Franchise % and Shipped quantity in logistics view to get Weight Loss in Receipt | |
| Add strCurrency,strMainCurrency,ysnSubCurrency,dblMainCashPrice in ShipmentContractReceipt view | |
| Add Weight UOM in logistics view for demand planning |
Manufacturing
| Blend Production: Add Lot Status column | |
| Item Substitution | |
| Quality graph in Soluble Production like in ACS | |
| Work Order Planning: Once the work order is create from the sales, we should a copy of recipe at time of saving | |
| Warehouse: Picking alternate lot from handheld should allow | |
| Pattern generation | |
| Work Order Management: Provide default dates for Order Date, Required Date and Planned Date | |
| Need validation for Lot reservation in Inventory view |
Payroll
| Mirror the Employee Entity Earnings tab to Employee Template | |
| Update Tax Table component to latest version 2015.14 | |
| Update Tax Table component to latest version 2016 | |
| Create ACH Advise Report | |
| Update Tax Table component to latest version 2016.02 | |
| Void Paycheck | |
| Update Tax Table component to latest version 2016.04 | |
| Add W2 field in Deduction | |
| Upgrade to ExtJS 5.1.2 | |
| Display the Bank Account Number in Bank Account field regardless if the Origin Integration is ON or OFF |
Purchasing
| Need a buffered store version for AccountsPayable.store.PurchaseOrderDetail | |
| Implement Cost Adjustment | |
| Participate in Global Search | |
| Create a link on 'Amount Paid' field of voucher. | |
| Upgrade sencha codes to be compatible on ExtJS 5.1.2 | |
| Error ocured when loading voucher and po screen. | |
| Stop pre-loading of files after login |
Risk Management
| Program Currency entry screen | |
| Provide export to excel option in futures 360 | |
| M2M entry screen - Don't allow user to type value in column "Cash/Futures" when the item valuation type is "Futures + Basis/differential/premium price". | |
| DPR per calendar month | |
| Coverage Report- Purchase and sales contract quantities should move out of coverage once the sales contract is invoiced. | |
| Rename Customer position inquiry | |
| M2M - Add totals in summary tab and transaction tab for the columns quantity, result, result basis, result futures and result cash | |
| M2M inquiry- Quantity column of Sales in transit and sales contract should show - ve sign quantity | |
| Match fProvide a message when transaction moves from one tab to another | |
| M2M Entry- Provide a feature to identify the columns where to enter cash and basis | |
| Coverage report- remove number prefix from the labels | |
| Impact of sub currency in Futures module |
Store
Test Framework
| Method to use on clicking Search multi tabs |
Warehouse
| Need Buffered store for Material NMFC |
New Feature
Card Fueling
| Networks - Add Items Tab |
Cash Management
| Reduce the checking accounts available for selection |
Common Info
| Ability to create a new company from the current company | |
| Support for sub-currencies (US Cent) | |
| Formulated Starting Numbers | |
| Ability to deliberately lock my screen | |
| Ability to register multiple companies | |
| Please add a CRM menu option so that we can start to build out CRM | |
| User defined folders in the Favorites menu | |
| Can we get a button to test help desk email Settings. | |
| For Consistency - remove the Create ticket from the menu | |
| Add "CRM" to Company Configuration screen. |
Contract Management
| DP Contract Type | |
| Event Matrix maintenance screen | |
| Replicate button for sequence | |
| Reassign Functionality | |
| Contract Status (Purchase Contract & Sales Contract) | |
| Unlimited Quantity Contracts | |
| Prepaid button | |
| Contract Sequence Futures field - Electronic Pricing | |
| Demand Analysis - Development | |
| Contract Sequence - FX tab - add new field (FX price UOM) | |
| Clean Costs & Weights - populate on Clean Weights field from Inventory Receipt | |
| Impact due to sub-currencies in Contract, Price Contract screen | |
| Contract Header - Process button |
Entity Management
| Create Group Entity | |
| Entity Search Detail Grids | |
| Entity Contact: Make the Time zone required | |
| Setup security for customer portal - use Role | |
| Import for Customer Entity Special Prices from CSV/Excel | |
| Ship Via Entity > Add Tariff Type | |
| Move the messages to the entity screen | |
| Clarify verbiage in comments | |
| Can we add the audit log to the EFT information on the Entity | |
| Create Entity Search for customers under CRM Module | |
| Add the custom fields tab to the entity contact. | |
| Add fields to entity contact | |
| Adjust contact screen | |
| We would like to be able to create a list of Contact types for CRM | |
| Contact list does not reference back to the entity thus it is not of much value | |
| add attachments to the entity and the tax exemption tab and the entity | |
| Add a link that would take a twitter account from Entity and send it to the twitter site for that id | |
| Add the following fields to the customer import |
Framework
| Global Search | |
| Two-Step Verification | |
| Recently Viewed | |
| Search grid Group By with optional Totals per group | |
| Combination sorting on grids search | |
| Need Nested Grid Implementation | |
| Provide drill down option for check box | |
| Add functionality for search filter value or grid filter value to get value from a store or static store | |
| Create User Portal to replace e-commerce module | |
| Two Step Verification by email as an alternate to SMS | |
| User-defined keyboard shortcuts | |
| Add Calendar Control to Common Info to display system events | |
| Custom JS Chart control working with i21 | |
| Add "Before Today" to the Grid Layout Filter list | |
| Drag Cell in Search grid to automatically add a Filter | |
| Provide SP to insert records to Reminders List |
FRD
| Fill down feature | |
| Create a Trial Balance by Primary Template | |
| Create Balance Sheet by Primary Template | |
| Create Income Statement by Primary | |
| Create a rolling 12 month column per below | |
| Can the COA remember where it was when it comes up | |
| There is no more option on drill down - it just happens | |
| When you have a beginning balance in the column you should hard code bot to the start date | |
| Add tabs for rows and columns to the report builder | |
| Create account type column and default based upon account type. | |
| Validation for sum functions | |
| Cant duplicate reports in report builder | |
| Add a tab for Rows and columns |
General Ledger
Grain
| Scale Operator entry on main scale screen... | |
| calling uspRKGetElectonricPricignURL updates | |
| Add monthly type storage charge type to storage calculations | |
| add "recalculate" function to storage stored procedure | |
| Use new print function changed by framework team in 15.4 | |
| QC Scale Items require update | |
| Storage type needs to be reconfigured for messaging under save, updates for offsite | |
| updates for getting real ticket number still has issues... |
Help Desk
| Create an activity screen from the help ticket screen | |
| Add a new ticket search screen for "Activities" crm actions | |
| Add due date and completed date to "activity" screen | |
| Customer should not be a menu item it should be a hyperlink | |
| Contact should be a hyperlink on project screen | |
| Auto fill for customer not working in project screen | |
| Rename project to opportunity and replicate in CRM menu | |
| We need to be able to link quotes to opportunities and projects | |
| Add Opportunity fields | |
| Add hyperlinks to drill down on functional setup | |
| Way to assign Agents to various Products. | |
| Create a List of Sales Process status for the opportunity | |
| Add the Overview tab to the opportunity | |
| Rename Ticket to Activity in Opportunity screen | |
| Items to add to opportunity search | |
| Email Setup for HelpDesk and System should be consolidated with system manager email setup | |
| Email Overrides for help desk | |
| Change the "Project" to Opportunity in the search screen | |
| Change internal sales person heading on the opportunity and project to sales person | |
| Fix Link to customer screen on opportunity | |
| Changes to the opportunity screen | |
| Please link the Sales Pipe Status to the maintenance screen | |
| In Activities add email options | |
| Create Configuration panel for CRM | |
| Create link on contact in opportunity search to contact info | |
| Opportunity Validations | |
| Due Date should be a Calendar control for selection | |
| Activity Screen | |
| Create an Line of Business For CRM | |
| Add line of business to actity | |
| Add a new entity from the entity search screen on activity, | |
| Graphs and charts - Activity Summary by Sales Rep | |
| Be able to add quote from opportunity | |
| Pipeline forecast Chid (Chart +Grid) |
Inventory
| Receipt - Receive against transfer order | |
| Bill Entry - Adjust the inventory costing when user change the cost of the item when billing. | |
| Bill of Lading Print - print from Shipment screen | |
| Inv Transfer - Detail tab for Search, include hyperlink to maintenance | |
| Inv Adjustment - Detail tab for Search, include hyperlink to maintenance | |
| After Changing the Lot's Item, application is not allowing to perform any transaction on that lot | |
| Inventory receipt - other charges & invoice tab: Need to provide a column for selecting currency | |
| Inventory Shipment - Allow user to select tracking # and containers in a popup screen. System should auto populate weight unit and warehouse selected in inbound shipment screen. | |
| Show a static message on entering the received weight, if there is an underweight in inventory receipt screen | |
| Impact due to sub-currencies in Receipt screen | |
| Provide Long UPC,Vendor Number and Vendor Name in 'BufferedItemPricingView' Store | |
| Add Export flag and Exported date fields in tblICInventoryReceiptItem table for ERP integration |
Logistics
| Email Dispatch Info to Driver | |
| Add Logistics module into Preference settings | |
| Inventory Lots view - Afloat stock + Spot | |
| Logistic Loads for Fuel customers needs to support multiple Items/Customers | |
| Load information to present on Load schedule | |
| Adjust the Carrier shipment Order to include Load Directions and Load Scheduling messages | |
| Add reference to new Transport Load table in Logistics load table |
Manufacturing
| Blend Requirement - Check MRP | |
| Blend Production - Auto Refresh of screen | |
| Inventory View - Add buttons to open inventory transaction screens | |
| Contamination Group - Development | |
| Item Contamination - Development | |
| Master Blend Sheet Report - Development | |
| Master Blend Sheet Report with Price - Development | |
| Blend Consolidation View - Development | |
| Material Consumption Report - Development | |
| production Summary View - Development | |
| Downtime view - Development | |
| Wastage Summary View - Development | |
| Un-allocated Lots View - Development | |
| Production Summary by Line View - Development | |
| Production Summary by Date View - Development | |
| Process Movement - Development | |
| Efficiency Downtime Entry - Development | |
| Efficiency Shift Activity - Development | |
| Option to view Lot Reservation from Inventory View. | |
| Schedule Maintenance - Development | |
| Build cross contamination and backward scheduling for work orders | |
| Material Requirement - Development | |
| Finished Goods Forecast - Development | |
| Yield Configuration - Development | |
| Yield View - Development | |
| Item Substitution View | |
| Parent Lot Reservation | |
| Simple Blend Production (Lot & Item Based) | |
| Traceability for Contract, Inbound Shipment and Container | |
| HDTN-176937 Add a total in Recipes | |
| Forecast Buying Group - Development | |
| Auto Blend Sheet Using Quality |
Payroll
| Modifications for Time Off |
Purchasing
| Add approvals to the purchase order screen. | |
| Add 1099 configurations | |
| 1099 electronic filing | |
| Import Credit Card Reconciliation Posted transactions into AP Bills | |
| Can we add the post date to the AP detail grid search - | |
| User should be able to capture the actual amount and system should calculate miscellaneous cost by subtracting contract cost and actual amount. | |
| Add a field to capture FX rate in voucher screen | |
| Prepayment should be allowed for a sequence. Currently it applies to the contract | |
| Impact due to sub-currencies in Voucher screen |
Quality
Report Manager
| Invalid column error when previewing a report using an XML as a datasource |
Risk Management
| Program Basis Position Report | |
| Match Futures Purchase and Sale – Show selected total lots in the bottom of the grid | |
| Futures 360- Show commissions with -ve sign | |
| Futures options transactions screen- Add 2 new fields first notice day and last trading date. They should be part of the grid and values should populate automatically when user selects the futures month |
Sales
| Sales Accruals | |
| Customer Budget | |
| SO - Pull from Recipe | |
| Invoice - Recipe items | |
| Import from Digital Dispatcher into i21 A/R Invoice | |
| Item Tank Required Option | |
| Add type "Debit Memo" | |
| Duplicating 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 | |
| Invoice amount has to be calculated based on net weight | |
| Need ability to edit comments in sales documents | |
| SO - Add Pick Ticket button to print pick ticket | |
| HDTN-176900 - Need Customer Aging Report with detail, ie invoice and payments to balance to AR as of date |
Store
| Retail Price adjustments Cab Feed Back |
Transports
Warehouse
| Warehouse Lite - new function to stage lots for kit pick list |
Improvement
Card Fueling
Cash Management
| Next Check Number did not update after wasting a check | |
| No drill down for Paycheck transactions | |
| Deactivated Bank Account is still showing on the list | |
| Modify generic error message when generating ACH file with incomplete EFT Information | |
| Improvement on Undeposited Payments screen | |
| Add a record number column | |
| Add link to the vendor payee (hyper link) | |
| Remove hyperlink (payee) in Miscellaneous Checks | |
| Make the Identity type in Trailer Record tab working and count the check entry detail | |
| Add Employee SS # field in Check Record tab of Bank File Format | |
| Check Digit field should get the nine-digit of bank routing number | |
| Add format for Type field in Bank File format | |
| CM - Stop pre-loading of files after login | |
| Add Check Date to Be Used in Bank File Format for PayRoll NACHA Files | |
| Expose some fields in ACH Bank Format | |
| Add Transaction Code type in ACH Check Record Tab |
Common Info
| Budget - menu name change, remove maintenance word | |
| Remove Tax Master Group | |
| Add date and time in tblSMActiveScreen for better idea of when the active screen becomes runaway sessions | |
| Extend the Latitude and Longtitude: field decimal places to match the Consumption site screen. | |
| Licensing: Notification on expiration | |
| Warn user if browser is not Chrome | |
| Approver without email. | |
| Sales Tax Account and Purchase Tax Account should be mandatory fields in Tax Code screen | |
| Enhance User Role to cater for Contacts | |
| Warning message is missing | |
| Add Location No in Company Location maintenance screen | |
| Add Scale on list of modules for licensing | |
| Add Field "Store Tax No. to Tax Code Screen | |
| Login screen - Backspace key on Company field throws you out | |
| Modify openScreen function or create a new method to open a search screen with filtered result. | |
| Additional System Manager Module | |
| Additional Statrting Number for CRM | |
| Add phone number masking to the Country screen | |
| CRM menu changes | |
| Active Origin Screens panel should only require single click | |
| Remove "Project Lists" menu under Help Desk | |
| Remove "Email Setup" menu under Help Desk folder. | |
| Additional CRM sub-menu - "Lines of Business". | |
| Company Registration: Load the license details on load | |
| CLONE - Need a way for default filters to be hidden on search screen | |
| Add all CRM menus to Portal Access | |
| Menus to remove from Help Desk Portal Access (admin) | |
| Show User Role name on User Role drill down screen |
Contract Management
| Load Contracts Integration | |
| Sequence Copy - Costs Tab | |
| Farm ID | |
| Duplicate button in contract header should copy sequence as well | |
| Contract header buttons/hyperlinks | |
| Association and Crop Year buttons | |
| Easy Email from Contract | |
| There need to be an attribute which will make Bag mark optional or mandatory. | |
| Contract History - Hyperlink to transactions. | |
| DP contract - add DP storage schedule | |
| Contract Search Screen Hyperlink | |
| Contract Grid - Add Applied column | |
| Inventory Receipt - could not save or post transaction due to qty issue in Contract | |
| Contract - Documentation tab | |
| Cost Type - List Ship Via vendors for items marked with cost type freight. | |
| Need fields like Contract Item Origin Id, Name & Item Origin Id, Name | |
| Contract Management - Portal Access |
Dashboard
Entity Management
| Add Payment Detail link in Vendor Maintenance History tab | |
| Add Entity Origination Date | |
| Consolidate the user preferences into the user profile | |
| We need to add the tax id and the year to date activity for the vendor to this screen | |
| Change naming on the vendor screen | |
| Items that should be shown on vendor search | |
| Add More information to Customer Group Search Grid | |
| Search screen for vendor | |
| Move some entity information off the customer and vendor screen and to the entity screen | |
| 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 | |
| If the Entity is a user, require email address on the default contact. | |
| Update TM Budget Update to SP for Entity to Update Audit Trail | |
| When you go to the entity screen you should have an export file as well as an import | |
| Need additional field for CustomerBuffered store that will determine if the customer has budget setup | |
| Include the approver in the result of emvendorcombo. | |
| Additional columns for tblARCustomerBudget | |
| Add fields on emvendorcombo | |
| Add hyperlink on label | |
| Add 'Purchase Order' in Approvals | |
| Create stored procedure to create vendor. | |
| Split creation - split number is unique by entity, not system wide | |
| Show System Manager options on Preferences tab on load | |
| Add Template button |
Framework
| Cannot add Control Permission when codes are minified | |
| Save Screen Size and Position | |
| Sunset Old Search and add the floating ability to the New Search | |
| User wants to be able to filter the grid only by records that are selected | |
| Able to use gridcombobox as the filter value in search screen | |
| We should be able to format totals with commas and to the number of decimals we want | |
| Loading Performance Improvement on Search | |
| Open a multi-tab search screen with a chosen active tab | |
| Fix Delete Layout Validation Message | |
| Automatically update unread comments/messages to "read" upon scrolling to that particular comment/message | |
| Comments - Automatically add commenter as watcher | |
| Alert Box - Should be able to move it around the screen | |
| Open a multi-tab search screen with a chosen active tab via script | |
| Way to add button to Floating Search | |
| Need a way for default filters to be hidden on search screen | |
| Add Link Function | |
| Change Global Search Results to show as docked |
FRD
| Focus the cursor in the start date when Custom Filter Type is selected | |
| Add offset columns to assign dates - should be easier than current method. | |
| Add the row and column associated with the report to the search screen | |
| Print Each Account should be handled during conversion | |
| Implement Offset Date for Balance Sheet, Income Statement and Cash Flow Template | |
| PerTrial Balance Detail template Filter Types | |
| Hidden option | |
| Retained Earnings row with RE account drilldown numbers should match of TB and BS reports | |
| Add a link to the row and column from the report builder search | |
| Format mask for Income Statement and Balance Sheet | |
| When you delete a budget all the lines must be deleted | |
| Row Designer - fill down feature not working on Account Type | |
| Change order of types in Filter Account Selection | |
| Types should default the appropriate sign when selected in filter | |
| Should be able to type column offset in lower or upper case and still select the item | |
| Highlight Rows not included in the formula not working right on Sum formula | |
| make Supress Zero work on Row Calculation row type | |
| Report Template - GL Trends > RE Account type for Retained Earnings account | |
| Report Template - Automatically set RE primary account with Account type = RE | |
| add router for drill through screen |
General Ledger
| To display Irely Suite Cross Reference | |
| Add beginning and ending balance Dollars and Units, if applicable in account id total section and report total of GL Account detail by ID Report | |
| Change glactmst conversion from origin to i21 | |
| Adjustments to the recalc routine | |
| Remove column from tblGLAccount Table | |
| Make fiscal year creation easy | |
| Audit Adjustment created in Foreign currency | |
| Ensure that a multi currency transaction balances | |
| You should be able to edit non-financial data on posted transactions | |
| Add searches and maintenance screens | |
| Link up the GL transaction entry screen | |
| When closing a period I would like details on what data fields do | |
| GL Account Detail Is not Zeroing Balances of Expense and Revenue Accounts at New Fiscal Year | |
| HDTN-173218 - In balance GJ entry cannot be posted -- says "out of balance" - decimal place issue | |
| Create Drill down link on Account ID in GL Journal Detail | |
| Open Fiscal Year using Post Date Label in General Journal | |
| Retained Earnings Account in GL Account Detail screen | |
| Allow account ids except from AR, AP and Cash Account categories | |
| Should not be able to close a month with unposted transactions outstanding - AR, AP, CM and Payroll | |
| When you enter a transaction in foreign currency the exchange rate recovered is inaccurate |
Grain
| Background Program - Get Weight | |
| Add Direct Shipments to i21 Scale | |
| add testing window to storage schedule maintenance for testing a schedule. | |
| add framework audit to scale ticket, ticket pool and scale station settings screens | |
| Unlimited Contracts - Scale | |
| Transfer Out ticket needs to create in-transit inventory shipment | |
| Buy DP storage and apply to open Purchase Contract, offsite dp to open sales contract | |
| additional reversal abilities in storage maintenance... | |
| Process Grain Storage | |
| storage transfers use currency, handle properly | |
| Unlimited Contracts - Storage | |
| scale should issue temp ticket number before the drop list seelction | |
| delete/void of tickets needs control | |
| scale search must include status of the ticket | |
| ship via giving error when blank... sql error | |
| cannot allow monthly selection for storage calculations in 15.4 | |
| storage effective/termation date needs better use | |
| track sub-location with storage tickets... | |
| scale must create storage records with new fields in sp | |
| rework how reference, truck and driver work | |
| distribution screen updates for 15.4 | |
| update scale for new logistics detail records | |
| 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 | |
| Scale - Update Receipt & Shipment Quality (Discount) Schedule field | |
| contract "add" in manual distribution | |
| storage schedules are returning all storage schedules to scale | |
| auto assign and auto distribution must follow these rules | |
| setting defaults in scale for discount schedule | |
| GR - Stop pre-loading of files after login |
Help Desk
| Create Screen for Sales Pipe Status | |
| Show Description in Module drop down on tickets | |
| Rearrange Default Order of Module Drop Down, do not show app code | |
| Ticket: Put the subject of the ticket on the screen header | |
| Ticket: Reduce some buttons that can be removed | |
| Default tab on Ticket Search | |
| Ticket Search: Add a column 'Last comment by' | |
| Ticket Search: Use display company name not the company code | |
| Should be able to highlight and copy ticket responses | |
| Include Product in the Tickets Grid | |
| Helpdesk Users Have My Tickets Showing by Default, Should be Open Tickets |
Inventory
| Second receipt is a little difficult | |
| Load Contracts - Inventory Receipt & Inventory Shipment | |
| Receipt -> Other Charges - Add "Open Maintenance" option to the Context Menu | |
| Add document type in the Contract documents configuration | |
| Transfer - Audit, Comment & Attachment | |
| Adjustment - Audit, Comment & Attachment | |
| Inv Receipt - Should be able to receive PO or Contract from any location | |
| Inv Shipment - Should be able to ship against SO/Contract from any location | |
| INv Transfer - Add all header fields to search screen, include hyperlink to maintenance | |
| Inv Adjustment - Add all header fields to search screen, include hyperlink to maintenance | |
| Inv Transfer - Add Ownership type to transfer own or storage inventory | |
| Inventory Receipt screen should bill by Quantity or Net | |
| Rename 'Auto Negative' Account Category to 'Auto Variance' | |
| Inventory Count Group > Remove Inventory Type Drop down. | |
| Storage Measurement Reading - Add field 'Quality Schedule' | |
| Receipt - Add field 'Quality Schedule' | |
| Shipment - Add field 'Quality Schedule' | |
| INv Count - Blank lines should not be posted | |
| Create hyperlinks to Maintenance screens from all screens | |
| Inv Receipt - Add No of pallets and unit.pallet in tblICLot table | |
| Inv Receipt - Save Tax group, Tax Class, Tax Code, Rate, and calculated tax | |
| Setup Items that are available to calculate per Unit Discounts in AR | |
| Item -> Pricing - Show 6 decimal places for all price, amount or rate fields | |
| Reports - Add hyperlinks to go to transaction screens | |
| Receipt - Add 'Add Orders' button | |
| Shipment - Add 'Add Orders' button | |
| Receipt - Add button 'Replicate Balance Lots' | |
| Inventory Shipment - Pick Lot is only for Sales Contract Order Type | |
| Receipt -> Other Charges - Show Vendor Name instead of number | |
| Menu and hyperlinks | |
| Receipts - Should be able to receive in existing lots | |
| Item -> Duplicating item should set costs to zero | |
| Inv Adjustment - Rename label 'Quantity' to 'Available Qty' | |
| Inv Receipt - Tax Details popup - Show 6 decimal for Tax rate | |
| Inv Shipment - Allow direct entry of items for all order types | |
| Receipt Search - Add Voucher tab | |
| Category GL Accounts - Add Required Button Maintenance Sales for Software Type | |
| Inv Receipt - Warn the user if cost is zero for a non Contract receipt | |
| Receipt - Source Type should display for receipts created by Scale | |
| Item Search - Add 4 tabs Location, Stock, Price and Lots | |
| Inventory Shipment - other charges & invoice tab: Need to provide a column for selecting currency | |
| Item -> Setup -> Manufacturing - Add 'Max Wgt per pack' field | |
| Item & Category - Implement new Account No. control | |
| Add Buying Group and Account Manager in Item configuration under Manufacturing additional set up | |
| Do not show direct shipment containers in Inventory Receipt - Add Orders | |
| Need Item's Origin Id and Name fields in BufferedCompactItem store |
Logistics
Manufacturing
| Application should validate the Reserved Qty in Inventory transaction | |
| Changes in Lot Label | |
| FG Release should be based on Parent Lot | |
| Traceability based on Parent lot | |
| Handle Bulk items while kitting | |
| Create a new attribute in process configuration to capture default transfer location | |
| Show total required quantity and total picked quantity in pick list screen and report | |
| Pick list - Show item which has quantity shortage in the pick list grid | |
| Add version number in recipe tab of FG production screen | |
| Show comments tab in Blend Management screen | |
| Provide hyperlink for manufacturing cell and machine configuration in Blend management screen | |
| Provide hyperlink for Process, Shift, Pull From (storage location) and Transfer to (storage location) configurations from Bag off screen | |
| Provide hyperlink for Line, Calendar and work order from work order schedule screen | |
| provide audit log tab for manufacturing process screen | |
| Provide comments tab for recipe screen | |
| Provide audit log tab for recipe screen | |
| Provide hyperlink for item and process in recipe screen | |
| Provide comments tab for manufacturing cell screen | |
| Provide audit log tab for manufacturing cell screen | |
| Provide comments tab in holiday calendar screen | |
| Provide audit log tab in holiday calendar screen | |
| Recipe - Need user entered recipe names | |
| Blend Requirement: Item ID look up should display only blend items but i21 it is displayed all the items. It is intentional? | |
| Blend Management: Blender Fill | |
| Work Order Mangement - Provide hyperlink for Process, Item and Production line | |
| Blend Demand - Provide hyperlink for Item Number in both demand and recipe grid | |
| Blend Management - Provide hyperlink for Item Number | |
| Blend Production - Provide hyperlink for Item number and production line | |
| Kit Manager - Provide hyperlink for Item number, production line and pick number | |
| Blend Sheet Approval - Provide hyperlink to Item Number and Production Line | |
| Budget - Provide hyperlink for item | |
| Use Max weight from item congfiuration (item->setup->Manufacturing) during consumption of packaging material | |
| Drag & Drop, Reschedule in Schedule Chart |
Notes Receivable
| NR - Stop pre-loading of files after login |
Patronage
| Posting & Recap GL entries for Stock Issue, Retire and Void Retire |
Payroll
| Implement Audit log on company preferences (PR only) | |
| Add 'Update Employee Hours' toolbar button in Time Off Type screen | |
| Show on Timecard if User is Logging In or Out | |
| Display the Rate on Process Pay Group and allow editing | |
| we need to add totals at the bottom of the paycheck screen so they can verify check run | |
| 941a Quarterly Federal Tax report | |
| State Quarterly Wage and Tax Report | |
| Quarterly SUI tax report | |
| Quarterly FUI report | |
| Add the Deduct From field in Deduction Types screen | |
| Add masking on Bank Account Number displayed in ACH Remittance Advise report | |
| Add Save Button to Process Pay Groups | |
| Add Hour total per employee on Process Pay Group Screen |
Purchasing
| Load Contracts - Purchase Order | |
| Recurring Bill not post-able in Recurring transaction Batch Posting screen. | |
| Contract Prepaid | |
| When a user is setup with require approvals - restict the purchase order and bill screen | |
| Add field to the bill entry screen | |
| Payables has to go off the 'Add Receipt' list on saving of bill. | |
| Voucher screen should bill by Quantity or Net | |
| Add the unit of measure to the voucher line detail | |
| Change the name on vendor prepayment detail from contract qty to contract bal | |
| Changes on "Open Payables Detail" report. | |
| Add the restricted flag from the prepaid credit to the detailed voucher search. | |
| Order top to bottom for clarity of function | |
| Can you add commas and decimals to financial amounts | |
| We need to be able to print the 1099 form background so customers do not need preprinted forms | |
| Remove message after posting voucher. | |
| Add drill down links on vouchers screen. | |
| Purchase Order - Move Contract Qty Before Ordered Column | |
| Can you add the DTM Date - posting date to the selection Criteria on the Detailed payables report? | |
| messages needs modification | |
| Create server side validation to disable deleting processed PO. | |
| Once the requires approval has been checked on a bill it should be allowed to uncheck | |
| Add audit log on Pay Voucher Details. | |
| Voucher - Prevent cost edit if attached to a contract. | |
| Include GL account as option in filter criteria | |
| Create Form 1096 | |
| PO - Detail Search tab - unable to filter by location | |
| Disable unposting when ACH payment is committed. |
Quality
Report Manager
Risk Management
| Live DPR - Drill down title |
Sales
| Print logo on reports | |
| Code for Location Exemptions | |
| Create Splits for SO | |
| Check Credit Limit and Past Due when invoicing | |
| Check Credit Limit in SO | |
| Add Invoice Type to Special Pricing Hierarchy | |
| Recurring changes | |
| Recalculate Tax Based on 15.4 Adjustments | |
| SO - Add 'Ship' button to process to Inv Shipment. 'Process' button will process to Invoice | |
| Duplicate button in Invoice | |
| Add Invoice Date and Post Date on Invoice Search Grid | |
| Invoice should reduce In Transit Outbound stock if shipment is involved | |
| Add column to invoice grid for Transport Type and Add Transport # to Document # Field | |
| Implement Drill From Document # | |
| BOL and PO need to pull into the invoice from SO | |
| Sales Order & Quote screen - Display Customer name instead of ID | |
| Consider Invoice Type when applying special price | |
| Consider Customer Location when applying special tax | |
| Pick Ticket Print from SO | |
| 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 | |
| Customer Inquiry: link Budget Amount and Budget Month to entity setup | |
| Tie Receive Payment Detail to Budget | |
| Batch Posting Needs | |
| Add Discount Amount field on SO and Quote | |
| Audit log not invoked when posting or unposting | |
| HDTN-174718 - 15.4 - Customer Aging Detail Grid | |
| Get Maintenance Sales setup for software maintenance fees | |
| Handle necessary fields for shipment items on a single view | |
| Add back tax report into 15.4 like we had in 15.3 | |
| Invoice report: Increase size of price and totals | |
| Combine Quoting into Sales Order | |
| Maintenance Type implementation | |
| When creating a Quote - way to auto populate Customer field based on received config. | |
| HDTN-177052 BOL number is wrapping when too long on the printed invoice | |
| Adjust Quote report to match the details on Quote screen |
Scale
| Create Half Sheet Ticket | |
| Scale in DP (Price Later) | |
| Scale - Ability to edit ticket after inventory receipt has been deleted. | |
| distribution should review print requirements in scale station setup and print as indicated | |
| Validation of manual screen in scale distribution needs updated - splits |
Store
| Add Preview to Purge Promotions |
Tank Management
| Call Entry Implement i21 Tax Calcs | |
| Attachments on Consumption Sites | |
| Origin Conversion needs to put Degree Day Clock Readings into History | |
| Delivery History in Descending Order By Default | |
| Device > Add Duplicate Button on to speed up adding a Tanks in Mass | |
| Assign Call Entry Order# on Save instead of Add | |
| Generate Orders > Change Label to Generate instead of Search | |
| Lease > Add Letter for Agreement | |
| Lease > Add Print Agreement Value Option | |
| Lease > Add Usage Evaluation Method | |
| Generate Orders > Add Site Description | |
| Update Recalculate Prices to only update Future Dated Transactions | |
| Change the New Site from + icon to the word Add | |
| Work Orders Search Grid > Add new fields | |
| Tank Management Menu Re-Organizations | |
| Consumption Site > Add Burn Rate to Delivery History Tab | |
| Lease > Import Leases to have new agreement fields available |
Transports
Warehouse
| Provide an option for changing the Lot status in Handheld device |
, multiple selections available,