10015-emanage|ONE Release Notes

Issues Resolved

EM-1142	Newly created POs have Commissionable Cost equivalent to the PO Total even if “Use Actual Cost” checked in Admin
EM-1131	Scope Builder on Installation Items does not apply to the installation scope.
EM-1130	Scope Builder buttons on Service Tickets do nothing *Note: After applying a scope, please re-open the Ticket Information module to see changes.
EM-1114	Deleting a Contact Record does not remove it from being a Primary Contact in Projects (duplication in reports i.e. Analysis → Projects)
EM-1096	Added TAG: in front of Phase Name on Purchase Orders
EM-1095	$0 invoices not clearing from Orders Invoiced Fully Without Final Invoice Date on Day Planner
EM-1094	Multiple users invited to an appointment related to a project causes duplication in Analysis → Projects
EM-1085	Update Contact and Company Document Upload windows to reflect the Project Document upload window
EM-1084	Error on BOM Report if Extended Description is greater than 1000 characters (increased to 8000 to match BOM/Quote)
ES-497	Add End User to BOM Report
EM-1082	Add Ship To Company information to Vendor Acknowledgements grid in Today
EM-1077	Add Ship To Address to “Add Acknowledgement” window
EM-1067	Deleting line items in PO Module (delete key on keyboard) does not work
EM-1040	New User Creation now defaults to 1 second search delay (previously 3 seconds) and do not change password every 3 months.
EM-1007	Can only access File → Print Preview on Installation Calendar one time (second time errors)
EM-1005	Existing Installation Items still require “Save” to be pressed before the “Items to Install” tab is visible (should only be new items)
EM-944	Added setting to Database Settings in Administrator to set Quote Expiry Days
EM-943	Updating Quote Expiration date on expired quotes will now reflect the number of days that new quotes expire in.
EM-913	Updated pre-populated name when Saving a Receiver report
EM-855	Order Status in Order Entry Module not using Priority set in Admin
EM-832	Receiving Module POs will now only show items that are on the specific acknowledgement selected
EM-525	Refresh Button not working in Today → Service Agreements Expiring
EM-253	Deleted Contacts show up on Work Orders
ES-498	Add list of Salespeople on Left-hand side of Profit Report (click to navigate to page)
EM-817	Add “Always Request Return Receipt” for action items in User Settings
EM-933	Refresh Button in Today → POs Not Fully Acknowledged does not work
EM-1143	Fix for error when assigning Inventory to an installation item on the installation calendar
EM-1144	Add Order Name to the Inventory Issuance drop down
EM-377	Add Project Number in front of Quote Number when saving a quote to documents
EM-221	Remove “!” visual from installation items when product is fully received
EM-807	Autofill Project dropdown when emailing from project documents module
EM-978	Fix for bug when duplicating a project (including BOM), ProjectID on Phases do not update
EM-1135	Add Checkbox in Administrator -> Database Settings for “Create timesheets from Calendar”. When unchecked, the dialog box for selecting pay schedule will not appear when adding installers to an installation item.
EM-147	Allow for deleting documents added to an action item that has not yet been submitted
EM-404	Correct tab order on the New Contact window
EM-1199	Remove Reservations on Inventory Items when deleting an Option, Phase, or BOM
EM-1198	Relocate Corporate Division Drop Down to the left side in Batch Entry -> Haworth Web Services
EM-1197	Correct issue after Adjusting Inventory levels, the Inventory module goes blank
EM-1196	Deleting POs in Inventory doesn’t remove them from the grid
EM-1195	Update Parts Search in Bill of Materials to reference PartID when searching for Inventory
EM-1194	Correct message box when allocating more quantity than is available of inventory to an order
EM-1193	Correct “View Allocations” within a project to only show allocations on that project
EM-1190	Added Refresh button for Inventory Items
EM-1189	Update Company Record to only allow one Primary Salesperson
EM-1188	Add Cancelled and Cancelled Reason to Current Opportunities grid
EM-1149	Add PO Count, End User, End User Address, Primary Contact & Phone #, and Terms of Sale to Order Status grid
EM-1141	Add functionality to select which documents to show in the Installation Packet on the Mobile App (in Admin)
EM-1139	Add Checkbox on Project Contacts for “Is Installation Contact”
EM-1085	Update Company and Contact Record windows to new Attach Document form
EM-843	Add Scope Builder to Create PO Module for “Special Instructions” and “Mark For”
EM-372	Added functionality to select what type of document emails should be saved as when sent from a Project
EM-280	Added functionality to bypass auto-freight parts when not needed (right click -> toggle auto-freight)
EM-1210	Add “Parts Category” to “Edit” window of Inventory Purchase Orders
EM-1017	Add “Parts Category” to “Edit” window of View Purchase Order Module
EM-619	When checking/unchecking “SentToAccounting” on a Service Agreement Payment, add/remove from QB Integration
EM-1200	New Dayplanner item for Projects that have progress pictures / gallery images
EM-462	Allow projects with no remaining receivables that are complete to drop off Cash Flow Management grid regardless of Un Billed Cost
EM-1140	Show only Installation Contacts on Work Order report if there are any (otherwise show all contacts)
EM-906	Prevent re-enabling a user if the active user count exceeds licenses (cloud users)
EM-1204	Change logic for “Approx Value” to update when clicking “View Quotes” tab rather than closing the BOM
EM-1072	Add Document uploader for Haworth Web Service
EM-1211	Ribbon’s & Dayplanner will save the last state (collapsed vs expanded)
EM-1217	UI Enhancements to Blue Ocean Scheme
EM-1218	UI Enhancements to New Email form
EM-1222	Added button for Classic and Simplified Ribbon, and saving the last state for Ribbon & Day Planner (Collapsed vs Expanded).
EM-1219	Importing an Option to the BOM takes the Server Time rather than Local Machine Time
EM-1225	Can not delete items of an Installation Item if there is no Part ID
EM-1227	Unable to Save settings when using the Teknion SIF Export in Batch Entry
EM-1228	Unable to Export a SIF From Teknion Sif Export in Batch Entry
EM-1229	Service Agreements no longer show up on Commissions Report
EM-1230	Can not mark Service Agreement Commissions “Un Paid”
EM-1231	Can only have one Company Record set to “Teknion” OFDA Type.