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16.4.1219.120 Maintenance Release
16.4.1219.120 Maintenance Release
Dec 27, 2016
Bugs
Card Fueling
Cash Management
Contract Management
CRM
Dashboard
Framework Components
General Ledger
Grain
| Discount Schedule - Unable to move Discount up or down | |
| Ticket Entry - Shrink Discount calculation | |
| Storage - Filter by Portal User | |
| Change the label to Price Date and the control to Date field | |
| Contracts in Settle Storage Screen will not load due to SC-444 and SC-494 changes merged to 16.4RC |
Inventory
| On selecting the sub location, or while entering gross or net weights, scrollbar moves to left | |
| IR Replicate Balance Lots - Cannot Post when there is a tare amount | |
| Shipment - Is allowing 'Other Charges' items to be added in item grid and throws posting error | |
| Inventory Receipt- Lot details is missing after entering . | |
| Item -> UOM - Validate Unit Qty for inventory items. Should not be the same unit qty | |
| Currency is not defaulted from Customer setup to Other Charge item | |
| Price Method is Amount, Rate is 150.00 | |
| System is not getting the lot status from item configuration on receipt complete |
Manufacturing
Purchasing AP
Quality
| After changing the item in Contract Sequence, contract number is not displayed in Sample entry screen | |
| Quality: Process Production when quality is failed, system is produced the Lot. | |
| Quality Property: if List is configured as < 10, <40 as a accepted values, system is displayed error message |
Risk Management
| Test DD/MM/YYYY format in Futures screens, related search screens | |
| Daily Position inquiry- When the quality parameter present against an item then the filter is not happening in ownership change section | |
| Failed to load data - Match Futures screen | |
| In our demo system it appears that the derivative position is not displayed |
Sales
System Manager
| Zip Codes Saved from Address Search are Missing Characters |
Tank Management
Transports
| Transport Load > Multiple Sales Invoice Creates |
Framework Architecture
Entity Management
| Time Entry Punches showing wrong date in Timesheet tab on Employee |
Help Desk
Logistics
Motor Fuel Tax
| Error on New Company Db using 16.42.1215.12RC |
Patronage
| Unable to Void Retire a Retired Stock - Stock Details |
Payroll
Purchasing PO
| 0.00 pay voucher for vendor 3549 does not apply the discount of fuel invoices |
Report Manager
Scale
Store
| Last Shift Open date is not being updated based on the the last checkout import date |
Enhancements
Card Fueling
| CSV/Mag Media Exports | |
| Import Cards from CSV > Add Departments on the fly | |
| NBS > Card File Export for multiple Pins | |
| Customer Portal Access to Card Fueling Transactions | |
| Customer Portal Access to Card Fueling Cards Accounts | |
| Card Grid > Add new Fields for quick edit to grid |
CRM
| You can not add a new activity from the activity window | |
| when you add an activity to a campaign it does not show up in the activity search screen | |
| When you create a new event the phone number and mobile does not go to the event | |
| Create JIRA tab component | |
| when you generate an opportunity from a lost sale it should add the direction | |
| Include all activities that does not have Opportunity in conversion. |
Entity Management
| API for Reports Archive |
Framework Components
Help Desk
| Allow the user to edit the due date of the ticket if it is not closed. |
Inventory
Motor Fuel Tax
Payroll
| parker - needs to deduct lunch from employees who clock in / out and get debit/credits don't match when trying to post |
Purchasing AP
| If receipt CostUOM is Null, default the cost calculation of voucher to receipt UOM |
Report Manager
Risk Management
| Assign Futures to Contracts- If we tick the include expired months in both the grid it is not loading the data |
Sales
| CLONE - HDTN-186710 - Committed values - Use Reserve stock instead | |
| Origin AR Conversion - imported payments from origin are showing in undeposited Funds Grid | |
| Invoice - Add Scale column to the list of available columns on the Invoice Details screen | |
| Checkoff tax excluded from Invoice | |
| Posting Grain Bank - Remove storage calculation | |
| HDTN-189361 Add Reference field and ticket number from scale ticket screen |
Scale
| Ticket Entry - Distribution of Load does not apply to the contract on Manual Distribution screen. | |
| Ticket Entry - Void manual ticket number tickets | |
| Void ticket - Add option to Void a ticket even if it has not been Distributed | |
| Ticket Entry - Voided ticket attached to a Load Schedule should return the load to an available status. |
System Manager
Tank Management
Features
Cash Management
| Only 1 bank account set up in i21 or 1 active bank make it a default | |
| Encryption of Routing and account numbers | |
| Bank File Formats - Date Format mm-dd-yyyy | |
| Ability to reprint ACH Advise or Pay Stub | |
| Bank recon is prioritizing the description as its payor over the name of the detailed grid | |
| Record Description of GL Transaction Detail screen is redundant | |
| There are two check registers. AP reports and CM reports. |
Contract Management
| Contract Status (Purchase Contract & Sales Contract) | |
| Merge slice feature within Contract Sequence | |
| Split field in header and sequence | |
| Add hyper links to detail contract screen | |
| Provide a configuration for Contract Conditions and allow user to select the same in contract screen | |
| When you enter a contract the Terms should default from the entity | |
| Contract Adjustment: Contract Price is not showing for pricing type Cash. | |
| On selecting port or warehouse, auto-select country in Contract screen | |
| System generated contract number has to be incremented only on saving the transaction | |
| Sequence - Lot Calculation - Add Actual | |
| Contract sequence screen can show the contract number in the titlebar | |
| Prepaid link on Sales Contract not pulling Customer Prepayment screen | |
| Slice feature to slice even price contracts as well |
CRM
| Add attachment feature to campaigns | |
| Be able to duplicate opportunities | |
| Add Approvals to Campaigns | |
| Can not save competitor entity When adding from opportunity | |
| Lost Revenue / Missing Sales | |
| Add a hyper link to customer and contact in the sales entity contact screen. | |
| Set as hyperlink: Product screen Type, Product, Version fields | |
| Add defaults to type | |
| Move Campaign from Help Desk to CRM | |
| Move Line of Business from Help Desk to CRM | |
| Move Sales Pipe Status from Help Desk to CRM | |
| Move Win Loss Reason from Help Desk to CRM | |
| Move Lost Revenue from Help Desk to CRM | |
| Move Opportunity from Help Desk to CRM | |
| Move existing Opportunity activity to SM activity. |
Dashboard
Dealer Credit Cards
| Update to use Framework Import File Mapper |
Entity Management
| Create Group Entity | |
| 1099-PATR for Patronage Refunds and 1099-DIV for Patronage Dividends | |
| Add "Lien Holder" entity type. | |
| Add a class field to the entity | |
| CLONE - Add a hyper link to customer and contact in the sales entity contact screen. | |
| HDTN-166490 - delete entity data when setup new in i21 and no history | |
| HDTN-174797 - Can not delete Vendor in I21 Vendor Maintenance | |
| Entity > Ship Via > Sort Surcharges in Descending Date Order | |
| Add drill to tax group from entity location | |
| Validation when importing blank or empty Employee Template | |
| On fetching address from Google, set the latitude and longitude in the entity and entity location screen | |
| Vendor Expense restriction. | |
| Modify origin vendor conversion - import ship to locations into main payto vendor | |
| Validation of Direct Deposit in Employee > Direct Deposit Tab | |
| Add Tax No To Entity Import - Vendor Only | |
| Add a field to import Vendor Type | |
| Encrypt EFT Information's Bank Account Number | |
| Change Add to Campaign namespace when adding contacts to Campaign. | |
| Add Supplemental Calc and Tax Calculation fields |
FRD
General Ledger
Grain
| Create Price History | |
| Price History Report Screen | |
| Electronic Pricing should get basis and future price even when not using a provider | |
| Discount Code - Add Type field for discount code override | |
| Audit logs is not displaying the actual values instead it is displaying the key values for the drop list values. | |
| Electronic Pricing call should use updated Symbol and Futures symbol Prefix instead of Saved data | |
| need to improve on testing in schedule set up screen. | |
| Electronic Pricing User Check Addition to sp | |
| Storage Schedules - Configure Other Charge Items as fees |
Inventory
| Add Warehouse Ref # field in Receipt screen |
Logistics
| Least Cost Routing changes | |
| New type 'Shipping Instructions' in Load / Shipment screen | |
| Add Warehouse Ref. No in Pick lots, Stock Sales, Load / Shipment screen, Delivery Order Print | |
| Add Canned panel for load scheduling fetching data from origin load scheduling | |
| Add Percent Left column in LCR |
Manufacturing
| HDTN-163273 - Blending Questions - need feature to | |
| Kit Pick List should pick from Staging Area based on Process Attribute | |
| Create multiple lots in Blend Production | |
| Item Substitution changes | |
| User wants to see the changes done on the lot property Vendor Id and Vendor Lot No | |
| Display current qty in the system qty column instead of previous counted qty | |
| Display all the output item in the yield view | |
| MFG - Work order Management - User should be able to Undo close work orders from work order management. | |
| Application should have a Item mapping facility. | |
| Blend Management: If the Valid period is setting for the item, it is not displayed in the blend management screen and on releasing the blend system is displayed error message | |
| FG Production - When output item is Item tracked, then after producing On Hand qty and Last Cost is not updated | |
| Process Production - Locations in consume and produce screen should load only those which are configured for the manufacturing process | |
| Inventory Cycle Count functionality | |
| Production Reversal feature from Inventory view after the work order is closed | |
| User should be able to undo a produced blend lot | |
| SO - Add Recipe - Flexibility to define batch sizes | |
| VFD Order requirements - Recipe | |
| VFD Order requirements - Recipe to Sales Order | |
| Recipe Screen - Move customer as the first column | |
| Recipe - Ingredient item of type comment should support multi line description | |
| Add Move Up & Down button in Input Items Grid in Recipe | |
| Sales Order - Add Recipe - Allow user to have a comment item with white (blank) spaces | |
| Sales order - Add Recipe - Provide function to refresh the order with latest prices | |
| Sales Order - Add Recipe - Cost Source - Show Sales Contract only if that item has sales contracts | |
| Sales Order - Add Recipe - Recipe Grid - Add Customer No column | |
| Capture inventory adjustment transaction in MFG table | |
| Move Demand Analysis View Code to Manufacturing | |
| Capture Planned date and shift in the work order planning screen | |
| Rename the 'BOM' column to 'Recipe' in WO editor and FG production screen | |
| Production - Undo and Resuming the WO should get the latest recipe | |
| Show related Lot ID for consumption transaction | |
| Production when recipe is configured 'By percentage' | |
| Scheduling - Should be able to define Machine capacity in hours[By hour] | |
| Provide file attachment tab for work order management screen. | |
| System should not allow user to produce a lot for a line if the line is failed in the quality sample | |
| Handling vendor no in the pattern generate procedure |
Meter Billing
| Implement Drill Down on Meter Reading Search | |
| Implement Drill Down on Consignment Rate Search | |
| Implement Drill Down on Fueling Point Price Change Search | |
| Implement Drill Down on Fueling Point Reading Search | |
| Implement Drill Down on Meter Account Search | |
| Implement Drill Down on Grid for Consignment Rate screen | |
| Implement Drill Down on Grid for Meter Account screen | |
| Implement Drill Down on Header for Fueling Point Price Change screen | |
| Implement Drill Down on Header for Fueling Point Reading screen |
Patronage
Payroll
| Supplemental Wage Tax Calculation Type | |
| W-2 export for Federal Government | |
| If no $ associated with an Earnings Code - it does not need to print on check or be stored | |
| Add Name filter option in Process Pay Groups filters | |
| Require Employee Earnings to be assigned to a Pay Group | |
| Add option to mask employee information as it is passed to the checkbook | |
| Add Supplemental Calc and Tax Calculation to Employee Templates |
Purchasing AP
Purchasing PO
| Checkoff Tax is not working on PO |
Quality
Sales
Scale
| Allow more digits on screens related to the scale to support | |
| Search screen to lookup splits | |
| Add the "Field" field to the contract search screen on the scale ticket | |
| ticket pools load of distribution types should be the same for all tickets at creation | |
| scale station settings - hide discounts and storage other type charges from fee items. | |
| Rename the column name 'Type' in Contract Selection screen for 'Pricing Type' |
System Manager
| Tax Code Tax Agency should be an entity | |
| Add "Tax Pay To" | |
| Add an Open button on User Role's Sub-Role tab | |
| Company Location Cleanup - Hide "Unused" GL Accounts | |
| Company Location - Rename Cash account to Bank Account | |
| File Downloads: Folders are always expanded when screen is opened |
Tank Management
| Obsolete 2 Part Fill Report |
Transports
| Transport Splash Blending on Load and through to creating the blend record for Inventory Costs | ||
| Defaults on Distribution Detail | ||
| Research Transport Blending Requirements for Other Module Integrations | ||
| Show message if Item for Freight is missing | ||
| Warn on Duplicate BOL#s | ||
| Drill down Field Mapping from Import Rack Price screen | ||
| Vendor Location as active/inactive should apply for the Transport Load screen as well as Rack Prices Entry | ||
| Implement Drill Down on Transport Load Search | ||
| Implement Drill Down on Transport Quotes Search | ||
| Implement Drill Down on Quote Price Adjustment Search | ||
| Implement Drill Down on Grid for Transport Load screen | ||
| Implement Drill Down on Grid for Transport Quote screen | ||
| Implement Drill Down on Grid for Rack Price screen | ||
| Implement Drill Down on Grid for Quote Price Adjustment screen | ||
| Implement Drill Down on Grid for Bulk Plant Freight screen | ||
| Implement Drill Down on Header for Quote Price Adjustment screen |
Warehouse
| Provide menu item level permission for handleld application |
, multiple selections available,