10019-emanage|ONE Release Notes

Issues Resolved

EM-1357

Correct Order Status in Haworth Web Services
See here for more information: https://emanageone.atlassian.net/l/cp/YnS7rx53

EM-1424

Fix Issue preventing Lead Times from loading in Project Purchase Orders Module
See here for more information: https://emanageone.atlassian.net/l/cp/J4YGv2Pv

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
To add Designers to the new Drop Down List see here: https://emanageone.atlassian.net/l/cp/iXYCUZpn

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
See here for additional information: https://emanageone.atlassian.net/l/cp/9eBEb1re

EM-1342

Ship to and Ship date by PO line item for Haworth Web Services
See here for additional information: https://emanageone.atlassian.net/l/cp/Rkc9se1A

NO EM#

QuickBooks Online – Beta Release

 

 

User Interface / Experience Enhancements

EM-120

Re-Create Email Templates and Email Signature windows
See here for additional information: https://emanageone.atlassian.net/l/cp/yXaRbGie & https://emanageone.atlassian.net/l/cp/DTnfB7XB

EM-1347

Expanded Vendor Invoice Window

EM-1452

Prevent completing a Project if there is Orders not yet complete
See here for additional information: https://emanageone.atlassian.net/l/cp/FfdcAieb

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
See here for more information: https://emanageone.atlassian.net/l/cp/pnhzSERK

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
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-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