10017-emanage|ONE Release Notes
- Ravi Cheema
- Stephanie Pepper (e-manage|ONE)
Issues Resolved
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-1260 | Add checkbox to Commission Payment form for “Use Estimated Cost” (overrides default settings in Admin) |
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-1363 | Fix for Clipboard Manager not saving Options, Phases, BOMs (only Parts) |
EM-1374 | “Add a contact” dialogue box will no longer show up when a Contact has been added to Project Information |
EM-1384 | Add “Paid By Customer” field to Orders grid at the top of Project Order Entry |
EM-1386 | Make Booking Credit editable if user possess the right to do so. |
EM-1395 | Add Product Category to Add / Edit Parts (Master Parts List) |
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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 |
EM-1344 | Add drop down in Company Label in all modules to enhance process of changing a company on a record |
EM-1370 | Add drop down to Project Contacts to enhance process of adding contacts to projects |
EM-1374 | Add drop down in Installation Items to replace dragging + dropping a project onto the calendar |
EM-1387 | Add Refresh button to Project Documents |
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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 |
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Project Spec | |
EM-862 | Importing XML from Project Spec for Haworth errored on Vendor Ref |
EM-941 | Re-optioning parts would not save back to the BOM via Project Spec button |
EM-1373 | Could not add a new part to the BOM via Project Spec button |
EM-1385 | Color Theme Error when launching Project Spec from BOM |
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Re-Take | |
2.24.2023 | Fix bug with adding parts to BOM via right click -> Search |
2.24.2023 | Fix error when double clicking a PO to enter information in Teknion Web Services |
2.28.2023 | Fix Editable Fields in the Time Clock Grid (Reg Hours, etc.) |
2.28.2023 | Fix for Commissions not accounting for Journal Costs |
2.28.2023 | Add Strikethrough for not valid options on Quote Settings |
3.01.2023 | Fix error when hitting “Create Teknion .sif Export” button in Teknion Web Services |
3.01.2023 | Fix for error when creating a final invoice when progress invoices exist |
3.02.2023 | Prevent error in BOM when changing description on Haworth Items |
3.03.2023 | Fix for Allocating Inventory to a Project |
3.03.2023 | Fix Reserving inventory on Quick Quotes |
3.03.2023 | Prevent duplication in Inventory Issuance |
3.03.2023 | Blue Ocean Color Scheme Updates: Add headers to BOM Grid |