| 3/23/2017 | | Texting |  |
| 17009544 | | Request: | Occasionally when receiving a text message with pictures the pictures do not show up. This is likely due to the timing - ePASS will try to download the media before it has fully uploaded to the provider's media server, so we need to implement logic to try again if it fails to download. Also, if a text cannot be sent for some reason (most likely bad cell number) would like to see an error message somewhere. | |
| 3/23/2017 | | Guardian Warranty Export |  |
| 17009549 | | Request: | Attempted to upload at Guardian failed | |
| | Solution: | Changed to True when WarrantyPrice is less than zero otherwise False | |
| 3/23/2017 | | Invoicing - Credit Approval | |
| 17009570 | | Request: | When changing Credit Approval to something else other then Approval on finished & posted invoice, it clears out job status. It should not clear out the job status on Finished or Not Posted invoices. | |
| 3/27/2017 | | Unique Sell Price Export | |
| 17009527 | | Request: | If there was no Serial Type Change record in the audit trail then calculate the 'Days since last change' from the Date Received of the serial record. | |
| 3/27/2017 | | Minimum Deposit | |
| 17009578 | | Request: | It still shows a warning message even if Minimum Deposit equal Deposit Received | |
| 3/28/2017 | | Serial Discounts | |
| 17009334 | | Request: | A new system to faciliate supplier and brand level discounts on Serial Inventory to allow more accurate calculations of 'True Cost' for suppliers who provide different discount levels by brand and those discounts want to be reflected in the COGS. | |
| 3/28/2017 | | Invoice Maintenance - Verification | |
| 17009477 | | Request: | Would like to add a "Total Verification" option to the tree view. It would look the same as Not Verified / Partial Verified by listing the divisions below, but these new options would show both Not Verified AND Partial Verified for the division. | |
| 3/29/2017 | | Physical Inventory with scanners | |
| 17009354 | | Request: | Would like to write to the audit trail each time something is scanned during physical count. Being able to see the scan in the audit trail would help with reconciliation. | |
| 3/29/2017 | | Manufacturer Spiff Report (OE-35) | |
| 17009484 | | Request: | Not accumulating total Spiff. | |
| 3/29/2017 | | Copy Invoice | |
| 17009525 | | Request: | When copying quotes ePASS now prompts you to put in a password for every piece below minimum sell price. It should only prompt for password once for the entire invoice. | |
| 3/29/2017 | | A/R Payments | |
| 17009590 | | Request: | Cardholder tokens are not being saved when doing an A/R payment, which can cause errors when trying to void a payment that was taken through A/R. | |
| 3/30/2017 | | Credit Status Screen | |
| 17009551 | | Request: | Would like to see the Invoice Total (including taxes) inserted into that screen. Will insert the Total in between the Invoice Code and the Schedule Date. | |
| 3/30/2017 | | Invoicing - Credit Limits | |
| 17009567 | | Request: | Credit Limit testing related to project 17009329 | |
| 3/31/2017 | | OE-46 Inventory Returns | |
| 17009406 | | Request: | Would like a third summary tab on the Excel report "Reason / Supplier Summary". It will have the same layout as the "Supplier Summary", except switch the Supplier and Return Reason columns and group by Return Reason / Supplier. | |
| 3/31/2017 | | Serial Audit - Update serial | |
| 17009552 | | Request: | When doing a update serial from the gun a record should be written for the new serial number showing that it was changed from the old serial number to the new. | |
| 4/3/2017 | | A/P Checks and Vouchers | |
| 17009593 | | Request: | If you have a really big Last Check No in your Check Series you will get an error when trying to open Checks and Vouchers. | |
| | Solution: | Handled large number for Check Number | |
| 4/4/2017 | | OE-47 Salesperson Earnings Report | |
| 17009602 | | Request: | Would like the Excel option on the Earnings Report to work. | |
| 4/4/2017 | | GL Bank Reconciliation | |
| 17009612 | | Request: | The Date column being shown is the Create Date but it should be the TransactionDate | |
| 4/4/2017 | | Bank Reconciliation | |
| 17009615 | | Request: | Sometimes when reconciling checks in AP Check Reconciliation it does not reconcile in GL Bank Reconciliation, and vice versa. This is due to the Reference field in GL Transaction Holding not having the Supplier Code. We need to check the A/P Check Run procedure to see why Reference sometimes does not get filled in with the Supplier Code. | |
| 4/4/2017 | | Invoice Posting | |
| 17009616 | | Request: | If there are lots of notes on service complaint and service performance field, it will get an error when posting | |
| 4/5/2017 | | Customer Update Key | |
| 17009619 | | Request: | Would like an option on the Customer Update Key to also update First and Last Name. This would update first/last name on the customer file and also on any open or finished (if 'Update Finished Invoices on Update Key' is turned on) Invoices. | |
| 4/6/2017 | | Bank Reconciliation | |
| 17009611 | | Request: | Bank Reconciliation search screen doesn't pull all the required transactions | |
| | Solution: | Handled Reconciled in GL Post Transaction and Add Holding File Transaction also null Reconciled in GL Bank Reconciliation.
Updated null Reconciled to false and Reference field based on APCheck.SupplierCode | |
| 4/6/2017 | | Merge Invoice | |
| 17009637 | | Request: | When doing a Merge Invoice - if the invoice has a vantiv payment on it you may get a "Subscript out of range" error. | |
| 4/7/2017 | | Project Pricing | |
| 17009564 | | Request: | When using Project Pricing the Minimum Selling Price rules (regular or UMRP) do not apply and we should not be popping up the msgbox. | |
| 4/8/2017 | | OE-04 Reserved Models report | |
| 17009589 | | Request: | The form looks like it has two sets of min/max buttons and the sizing isn't right. | |
| 4/10/2017 | | GL Bank Reconciliation | |
| 17009626 | | Request: | The Bank Closing Balance is not correct when the Fiscal Year has not been closed. | |
| 4/12/2017 | | ThinkingPhones integration | |
| 17009586 | | Request: | If you make a phone call from the Invoice Header, then after clicking OK open the Customer Phone Log form with the number you called selected, and set focus to the Note field. This way after making each call form an invoice it will automatically ask the person for a reason why they called, then add that note / phone log to the Invoice Notepad. | |
| 4/13/2017 | | PO - Serial Type | |
| 17009653 | | Request: | If you have a Default PO Number set up in Terminal Settings then the serial type on the PO Header is not editable. But if you select a Supplier with a different PO Number selected it should still change the Serial Type on the PO Header - currently it does not. So you end up with the wrong Serial Type on a PO. | |
| 4/17/2017 | | Batch Printing Cascading Print Forms | |
| 17009634 | | Request: | When batch printing invoices, would like the cascading print form to print immediately after each Invoice. Currently it prints all of the invoices using the primary print form, then it prints all the invoices again using the cascading form. | |
| | Solution: | Used new logic in printing form when Invoice.CascadeKeepTogether is true else used default logic | |
| 4/17/2017 | | Mobile Salesperson - Shipping | |
| 17009664 | | Request: | Need to keep the changed shipping date. Currently if you change the date it does not save it. | |
| 4/18/2017 | | ePASS crashes creating message/reminder | |
| 17009672 | | Request: | If you have a Messaging Group longer than 30 characters then it causes this issue. 30 characters is actually the max in the database but it was allowing up to 40 characters. | |
| 4/19/2017 | | Invoice Print - Merge & Summarize | |
| 17009656 | | Request: | When counting the serial numbers that are printing there are more than the quantities that were supposedly sold. | |
| 4/19/2017 | | Invoice Posting | |
| 17009670 | | Request: | The Bank Reconciliation transaction types are not being written as part of the Invoice Posting. | |
| 4/19/2017 | | GL Bank Reconciliation | |
| 17009671 | | Request: | As the mouse moves the wrong line can get checked. | |
| 4/20/2017 | | Receive Backorder Event | |
| 17009448 | | Request: | Sales people not receiving reminders when receiving backorders | |
| 4/20/2017 | | Serial Inventory | |
| 17009478 | | Request: | A new project allowing you to define which cost a Supplier uses allowing you to essentially handle the same model from multiple suppliers all with their own costs. | |
| 4/20/2017 | | Credit limit small amount over | |
| 17009595 | | Request: | If you have a credit limit of zero and fill in the small amount over it will set the AR variables default credit limit to match the small amount over. It should not change default amount. | |
| 4/24/2017 | | PO Header | |
| 17009687 | | Request: | If you select a supplier that has a PO Number assigned to them it will change the PO number, then if that PO Number Series has a Serial Type attached it will also change the Serial Type (as of 17009653). But if the PO Number also has a Receive To Location Code filled in that does not get updated on the PO Header. It should. | |
| 4/25/2017 | | SN-15 Orderring | |
| 17009613 | | Request: | Invoices with Serial numbers reserved are appearing on the sn-15 report. They will not appear in the 'Order' grid but are on the report and should not be. | |
| 4/25/2017 | | SN-15 and SN-27 Ordering Reports | |
| 17009632 | | Request: | A New Option on both reports so the QOH shown including the QOH in each Location needs to be reduced if Serial numbers are Reserved. This also affects the section showing the Reserved Qty because if a Serial is already reserved for the invoice it should not be counted as Reserved. This will reduce the models/invoices shown on the reports to only those where product needs to be ordered. New Option is called 'Reduce QOH/Reserved if Serials Reserved'. | |
| 4/25/2017 | | Commission Codes | |
| 17009694 | | Request: | The Commission Codes on Item, Misc, Labor, Warranty lines need to be editable even if the Invoice is Finished if the user has security to Edit Finished Invoices. Was originally written up as 17009535, but that bug only mentioned Model lines. | |
| 4/25/2017 | | Add Supplier | |
| 17009698 | | Request: | Adding a new Supplier gives an "Item cannot be found" error. | |