Issues |
Resolved | |
EM- |
1357 | Correct Order Status in Haworth Web Services |
EM- |
1424 | Fix Issue preventing Lead Times from loading in Project Purchase Orders Module |
EM- |
1428 | Change several areas to use Local Time rather than Server Time (for cloud users) |
EM- |
1440 | Recents in Search -> Companies not loading |
correctly |
EM- |
1457 | Fix Service Agreements not clearing from Collections |
Window |
EM- |
1470 | Sort User Drop Down in Admin Program sort |
alphabetically |
EM- |
1480 | Fix Historical Inventory |
Details |
EM- |
1483 | Fix Print Proposal button in Ribbon of Service |
Agreements |
EM- |
1490 | Prevent Booking Credit being set to the same as the original order when creating a Blank Quote |
Option |
EM- |
1491 | Prevent a Project from showing on Current Opps if the only remaining quote is Blank Quote |
Option |
EM- |
1500 | Clearing Receiving is only clearing the latest date instead of all for selected |
Items |
EM- |
1575 | Prevent issues loading a Project when the Small Main Picture has become |
corrupt |
NO |
EM# | Fix issue with using Actual Labor Cost on |
Commissions |
NO |
EM# | Fix bugs with New Edit PO |
Item |
NO |
EM# | Mix fixes for Issuing |
Inventory |
NO |
EM# | Fix bug when pasting from Clipboard Manager using Lump Sum Sale Pricing |
Type | |
|
|
New |
Features | |
EM- |
1124 | Add Punch List Module to Project. See here for more information. |
See here for more information: https://emanageone.atlassian.net/l/cp/96VzDo9h |
EM- |
1339 | Add drop down in Project Information Module for Designer |
EM- |
1362 | Add Credits to Service Agreements to Align with |
Projects |
EM- |
1456 | Add Square Foot and Lineal Foot calculation options to Associated |
Parts |
EM- |
1482 | Add ability to specify Loading Instructions on POs for Haworth Web Services |
EM- |
1342 | Ship to and Ship date by PO line item for Haworth Web Services |
NO |
EM# | QuickBooks Online – Beta |
Release | |
|
|
User Interface / Experience |
Enhancements | |
EM- |
120 | Re-Create Email Templates and Email Signature windows |
EM- |
1347 | Expanded Vendor Invoice |
Window |
EM- |
1452 | Prevent completing a Project if there is Orders not yet complete |
EM- |
1467 | Add UserType to Corporate Division User |
Access |
EM- |
1473 | Add Expected Complete to Acknowledgements |
Grid |
EM- |
1476 | Enhance Import Parts |
Window |
EM- |
1477 | Improve speed of Vendor Invoices that do not have an |
Acknowledgement |
EM- |
1487 | Auto-Connect Dashboard Designer to Database upon |
opening |
EM- |
1488 | Remove POID from BOM Items if the PO Item is |
deleted |
EM- |
1493 | Add sub grid for “Installers” in Today -> Jobs Installing |
EM- |
1494 | Remove completed Projects from Active and Expired |
Quotes |
EM- |
1502 | Add a message box when a user tries to book a quote that is not Most Likely indicating it will be marked as Most Likely. Update all old quotes that are Booked, but not Most Likely. |
NO |
EM# | UI Update for Sales Goals in Administrator |
Application See here for more information: https://emanageone.atlassian.net/l/cp/7un1Ujmp |
NO EM# | Admin password can no longer be changed except by e-manageONE staff |
NO EM# | Fixed the floating boxes in the Outlook Inbox window and can now right click to Save e-mail to Project |
NO EM# | Fixed issue with adding documents to an existing Punch List |
NO EM# | Fix for viewing old Service Agreement Invoices (History Type = History, not Current). Also fixes generating invoices automatically. |
|
|
Backend |
Updates | |
EM- |
1497 | Add logic to back end for future Partner / Sub Contractor mobile app (Cloud only) |
|
|
Previous Re-Takes (10018) |
04.24. |
23 | Fix Corporate Division Drop Down on Project Information |
Module |
04.24. |
23 | Open Actions is missing from the left menu |
items |
04.24. |
23 | Correct errors with “New Project” button in left |
menu |
04.28. |
23 EM- |
1357 | Load correct Order Status in Haworth Web |
Services |
04.28. |
23 EM- |
1452 | Prevent completing a Project if there is incomplete Orders. If completing the last Order on a Project, prompt to also complete the |
Project |
04.28. |
23 | Fixes for Collections Window Grid UI & Button |
Errors |
04.28. |
23 | Temporarily bring back Quote Settings (Old) |
button |
04.28. |
23 EM- |
1347 | Expand Vendor Invoice |
window |
04.28. |
23 | Fix QB Integration Menu |
size |
05.09. |
23 | Several fixes for Collections Window |
UI |
05.09.23 |
1460 | Fix “Refresh” button in Today -> Order Status |
grid |
05.09.23 |
1459 | Prevent list boxes in Action Items and Surveys from scrolling to the top of the list when one is |
selected |
05.09. |
23 | Narrow down “Recent” in Search to only show the current users recent |
list |
05.09. |
23 | Update Dark Gray color |
scheme |
05.09.23 |
1465 | Filter Disabled Users from Admin -> Corporate Division Access |
Control |
05.09.23 |
1472 | Add Message Boxes when a user has insufficient rights to open a certain main menu |
item |
05.09. |
23 | Labor Costs in Final Profit Module not loading per |
order |
05.09. |
23 EM- |
1462 | Several Fixes for Service Agreements (Documents, Follow-ups, etc.). |
05.11. |
23 | Add Ability to Search by Invoice Number in Service |
Agreements |
05.11. |
23 | When clicking the arrow on the arrow for more Installations in the Calendar, switch to Day |
View |
05.11.23 |
231 | Several fixes for new Haworth Mock Ups |
functionality |
05.11. |
23 | Fix Grid Favorites bar in certain modules (BOM, Purchase Orders) |
05.11. |
23 | Fix Errors when importing parts via excel to Master Parts |
List |
05.12. |
23 | Several fixes for Serviceable |
Items |
05.16. |
23 | Fix required Rights for searching |
Contacts |
05.25. |
23 | Fix Amount Due calculation on Service Agreement Invoice |
Report |
05.25. |
23 EM- |
Sort Users drop down in Administrator program alphabetically
05.25.23
EM-1476
1476 | Several enhancements to Tools -> Imports -> Import Parts into Master Parts |
Listing |
05.25. |
23 EM- |
1428 | Change dates from server time to local time in several different areas (generate accurate time stamps for cloud customers) |
05.25. |
23 | Fix several bugs in Inventory Issuance and |
Allocation |
05.25. |
23 | Fix refresh button in Today -> Open Project |
Invoices |
05.25. |
23 | Prevent Grid Favorites from occasionally |
duplicating |
05.25. |
23 EM- |
1483 | Convert Service Agreement -> Print Proposals (in main ribbon) to use Telerik |
Reports |
05.25. |
23 | Add additional logic and fix bugs in Haworth Surcharges |
Webservice See here for additional information: https://emanageone.atlassian.net/l/cp/ARQ1N1k0 |
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