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Issues Resolved | ||
EM-818 | Prevent occasional duplication of amounts on Deposit Invoice report | |
EM-1247 | Product Types not coming into Auto Part Configuration for all Divisions | |
EM-1253 | Filter Order Status grid based on user’s manager settings | |
EM-1254 | Change dates on Quotes from Server Time to Local Time (Cloud Issue) | |
EM-1266 | Added Market Type to Sales Tax Report | |
EM-1268 | Prevent issue with Payables being sent to QB but not cleared from Integration (based on Invoice# length) | |
EM-1269 | Re-work logic for printing, saving, and emailing reports | |
EM-1270 | Order Phases in Create Purchase Orders module by Priority in BOM | |
EM-1274 | Change Booking Credit to Order Sale Price on Commission Reports | |
EM-1275 | Add Phase Sort to BOM Report | |
EM-1276 | Increase Description Character on PO Items to match BOM / Order Entry | |
EM-1279 | Sort Options in Quote Settings by Current, then Alphabetically | |
EM-1281 | Adjust PO numbering scheme from -1 to -01 if the PO# is under 10 | |
EM-1282 | Re-work logic behind receiving module to enhance performance | |
EM-1292 | Filter inactive salespeople from Salesperson Drop Down in New Project form | |
EM-1299 | Re-work connection string logic for Dashboards | |
EM-1305 | Prevent occasional “Question ID” error when printing Surveys | |
EM-1315 | Prevent issues with Associated Parts with multiple Corporate Divisions | |
EM-1316 | Refresh Follow-ups tab in Lead window when a new follow up is added | |
EM-1318 | Pass Ship Via and Ship Date values from Order Entry to Purchase Orders | |
EM-1319 | Remove Project Manager from required fields on New Project form | |
EM-1320 | Fixed double-click row header to open an Alert | |
EM-1323 | Tree-View in Create Purchase Orders does not auto select lower levels based on Parent levels | |
EM-1325 | Re-work logic for Service Agreement Payments to align with Projects (right click to add) | |
EM-1337 | Re-work logic for Service Agreement Invoice Accounts to align with Projects | |
EM-1346 | Prevent error when checking Parts Categories to show on Installation Calendar in Database Settings (Admin) | |
| EM-1362 | Add Credits to Service Agreements to allign with Projects |
User Interface / Experience Enhancements | ||
EM-1265 | Add YouTube channel link to Help Menu | |
EM-1274 | Add Fly Out panels to confirm “Save” on Project Information, Company Record, and Contact Record | |
EM-1289 | UI enhancement for Notes | |
EM-1290 | UI and workflow enhancements for Follow Ups | |
EM-1291 | Complete re-design of “Search” functions within E-Manage | |
EM-1306 | Complete re-design of Administrator UI | |
EM-1307 | Complete re-design of QuickBooks Integration UI | |
EM-1317 | Re-design and reorganization of Main Form and Menu Items | |
EM-1324 | Combine grids in QuickBooks Integration regardless of Type (Project, Service Agreement, Service Ticket) | |
EM-1344 | Add drop down in Company Label in all modules to enhance process of changing a company on a record | |
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Inventory | ||
EM-1263 | Added filter to Add Inventory Parts window to only show parts marked as “Is Inventory” in Master Parts List | |
EM-1264 | Added “Is Inventory” to parts in Master Parts List | |
EM-1272 | Add Inventory Issuance upon creating a final invoice in a project (if there is inventory on the project) | |
EM-1273 | Add Warehouse and Inventory Type to parts in Master Parts List | |
EM-1278 | Re-work Issuance window in Inventory module | |
EM-1284 | Add “Qty Correction” button in Adjust Inventory Levels window | |
EM-1288 | Enhancements to Inventory Module with a Project | |