Page Comparison

Issues Resolved

EM-202

When saving a report to e-manage, it doesn’t require a document type

EM-1216

Default Deposit (Customer Deposit) in the Administrator doesn't populate the Deposit Form

EM-1301

Update Attach Document button in Employee Record to use same as Project / Company / Contact

EM-1378

Errors on line items do not clear when fixed and returned through Haworth Web Services

EM-1379

Haworth Lead Times in BOM are not accurate

EM-1400

Available qty in Inventory shows the total from other warehouses

EM-1401

Adding Inventory to a Quick Quote would not set the type to “Reserved”

EM-1404

Add “Allocated” and “Reserved to Project” to Inventory Item History

EM-1406

Inventory allocating based on Available rather than Reserved

EM-1408

Inventory Issuance has duplication and errors if all orders are selected

EM-1416

Creating reoccurring Action Items results in an error

EM-1418

HNI Web Services no longer downloading Acknowledgements

EM-1419

Can't delete Labor Costs in Final Profit, and the Costing Grid does not account for deleted entries.

EM-1429

Pop up note on Employee Records does not work

EM-1433

Error when emailing the “Statement of Account” report

EM-1435

Lock down Commissions module to prevent those without rights from scheduling commissions

EM-1441

Vendor Bills with a long Invoice# won't clear from QB Integration

NO EM#

Fix bug with adding parts to BOM via right click -> Search

NO EM#

Fix error when double clicking a PO to enter information in Teknion Web Services

NO EM#

Fix Editable Fields in the Time Clock Grid (Reg Hours, etc.)

NO EM#

Fix for Commissions not accounting for Journal Costs

NO EM#

Fix error when hitting “Create Teknion .sif Export” button in Teknion Web Services

NO EM#

Fix for error when creating a final invoice when progress invoices exist

NO EM#

Prevent error in BOM when changing description on Haworth Items

NO EM#

Prevent error when deleting Journal Costs directly in Final Profit module

NO EM#

Fix for visual error when scheduling Project Commissions

NO EM#

Fix Casting Error when adding parts in Master Parts List

NO EM#

Fix Casting Error when double clicking to open a Service Ticket Invoice

NO EM#

Fix for Service Ticket Invoices not showing Accounts in QB Integration

NO EM#

Could not previously open the “View Quotes” tab in BOM if the Salesperson on a quote had been disabled

NO EM#

Allow removing Default Accrued Liabilities Account in Corporate Division Config

NO EM#

Fix for Sales Tax Item Import in QB Integration

NO EM#

“New From Existing” in Follow Ups does not function correctly

New Features

EM-1375

Haworth Web Services - Add Surcharges & Discounts from Lynx to BOM

EM-1420

Allow for creating Inventory POs for multiple warehouses at the same time

EM-1437

Clicking “Send a Help Request” in the Help Menu will now redirect to our new Service Desk

NO EM#

Allow for deleting multiple documents at once in My Company Documents

User Interface / Experience

Enhancements

EM-136

Re-create New User Wizard in Administrator Application

EM-1203

Add Delete button to Project Deposits.

EM-1262

Customer Payments - filter results based on chosen Division

EM-1327

Update Service Agreement UI to match Projects (Ribbon, Tabs, etc)

EM-1332

Add Strike Through on font for Options that are not Current in Quote Settings.

EM-1341

Automatically default Corporate Division Drop Down to a users Default (set in Admin) in several windows

EM-1389

Update Asset Manager to use new Ribbon

EM-1423

Enhancements to speed of Vendor Invoices

EM-1427

Add Order Note to Booked Orders Needing Scheduling in Install Calendar

EM-1431

Add button for Quote Settings in Quotes tab in BOM module

NO EM#

Clicking “Quote Completed Successfully” notification will now open the Project BOM

NO EM#

Changed order of History Modules within a Project

NO EM#

Updated Button & Branding for Spec button in BOM

NO EM#

Blue Ocean Color Scheme Updates: Add headers to BOM Grid

NO EM#

Add Haworth lead times to PO items in the View POs tab

Backend Updates

EM-1232

Add logic to back end for future Installer mobile app (Cloud only)

NO EM#

Update the E-Manage One Live Update

EM-1391

Correct error about Microsoft.bsl.asyncinterface during updates for some users

Re-Take

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
EM-1460

Fix “Refresh” button in Today -> Order Status grid

05.09.23
EM-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
EM-1465

Filter Disabled Users from Admin -> Corporate Division Access Control

05.09.23
EM-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
EM-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-1470

Sort Users drop down in Administrator program alphabetically

05.25.23

EM-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

EM-1430

Make Furniture Dealer Contact and Architect Contact drop downs in Project Information module

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