Next Update: emanage|ONE Release Notes
Issues Resolved | |
EM-2383 | Grid layouts not saving - Adding Vendor Bill in Ack / Costing & Order Status in Project Info |
EM-1672 | Received criteria in PO search does not populate data |
EM-2412 | Adjust "proper case" on option level of Quotes |
EM-2231 | Receiving module - unable to put multiple bin locations at the same time |
EM-2389 | Customer Credits - Applying to a line when filtered via the "Find" breaks |
EM-2354 | Line numbers not sorting correctly in the add new vendor invoice screen |
EM-2355 | "Sold to " box in the submit web services quote Lynx window not clearable |
EM-2319 | Employee / Contact / Company / Asset Documents not always behaving correctly |
EM-2322 | Global Web Services - Global FG Pin not carrying from DDL -> Project Salespeople |
EM-2321 | Global Web Services – Contract Code Element should be included in XML even without Value |
EM-2308 | Fix "User" drop down on the employee record to show installer names |
EM-1945 | Fix parameterization on Search Queries |
EM-2185 | Main Search in left menu - when searching a white box blocks the first result |
EM-2302 | Attention To information is not being transferred from the Order Entry module to the PO module |
EM-2313 | Sales tax report - credit apply date should be in the correct month |
EM-2327 | Documents Loading Incorrectly for anything but Projects |
EM-2334 | Can't delete GL Accounts on NEW Vendor Bills |
EM-2335 | Prevent Duplicate Sales Team Members |
EM-2337 | Fix SQL Error when Loading Calendar with 0 or 2000+ Orders to Be scheduled |
EM-2341 | Documents being Emailed have the incorrect save path |
EM-2344 | Moving Documents between Projects / SAs doesn't work |
EM-2345 | Grid Template not always applying on Acks Grid in Acks and Costing |
EM-2346 | Acks Created Today in Dayplanner not populating data |
EM-2359 | Quote Report MFG logic relies on Parts Category = Materials |
EM-2360 | Haworth Acks being cleared even if they error |
EM-2361 | Can't select multiple invoices in Collections Window |
EM-2366 | Alert on Cancel in Admin -> Action Item Group Config does not work |
EM-2367 | Invoice By Line Item not calculating Applied Amount correctly |
EM-2368 | Prevent Forward Slashes in Document Names |
EM-2380 | Percent Paid and Percent Invoiced in Customer Invoices -> Order Grid multiplying by 100 |
EM-2382 | Teknion Fields not exporting in BOM SIF Export |
EM-2387 | Master Part Import does not import Customer Price field |
EM-2388 | Manufacturer, Product Line, Product Category errors on Importing Master Parts |
EM-2390 | New Order Entry - Can't Delete Order with deleted POs |
EM-2399 | Handle Negative Tax (credits) in Sales Tax Report |
EM-2400 | Processed OFS Docs still show up in Process Documents Tab |
EM-2408 | Vendor Deposits no longer being marked as Is Deposit |
EM-2416 | Search Parts Sold - Searching by BOM Part Number doesn't work |
EM-2423 | Analysis -> Projects: Query Options freeze on some computers |
EM-2430 | When adding New Lead from Contact Record, Drop Downs don't work |
EM-2395 | New Order Entry - Financial Overview doesn't refresh when processing new Order |
EM-2418 | Rounding issues in Custom Invoice Items |
EM-2422 | Approx Values in Project Info not updating correctly from Quotes |
EM-2427 | Can't Mark Items not Commissionable in New Order Entry |
EM-2429 | Fix Special Characters breaking Telerik Quote Report (&, ", etc) |
EM-2440 | Blank Space in Parts Category in Create POs causes Truncate Error |
EM-2445 | Prevent Action Item Thumbnail Error |
EM-2446 | Rounding for Acknowledged Ext Price sum isn't always accurate |
EM-2456 | Some User Settings not automatically updating when changed (ex. Show BOM Pics) |
EM-2460 | Default Install Start and End in Corporate Division Settings saving in incorrect format |
EM-2462 | Several Fixes for New Web Service Process Documents
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EM-2465 | Prevent Quotes with no current Options from showing in New Order Entry |
EM-2468 | Auto Parts in New BOM not adding correctly when quantity is specified |
EM-2467 | Can’t edit Notes field in Custom List grids |
EM-2473 | Prevent error when saving a grid layout and no other grid layouts exist |
EM-2476 | Associated Option Config not multiplying by Quantity when calculating Associated Quantity |
EM-2477 | Don't show Not Current Options in Associated Options |
EM-2478 | Associated Part Quantities not calculating correctly in New BOM when calculated from Cubes, Manhours, Square Foot, Lineal Foot |
EM-2479 | Auto Part Quantities not calculating correctly in New BOM when calculated from Cubes, Manhours, Square Foot, Lineal Foot |
EM-2490 | Duplicating Projects does not duplicate the SIF Parts – causing tags updated on the new project to also update the old project. |
EM-2495 | Prevent Raw Connection Strings from being exported via Dev Express Dashboard Designer |
EM-2486 | Prevent occasional duplication in Search |
EM-2498 | Prevent error when processing Phase Quote in New Order Entry if no Phase UOM is assigned to any phases |
EM-2499 | Fix Order Complete still being updated when hitting “No” on the confirmation prompt in Customer Invoices -> Order Grid |
EM-2506 | Fix potential error when adding a Salesperson without a Sales Division to a Project |
EM-2514 | Fix not being able to edit grids when missing certain commission related user rights |
EM-2527 | Fix error if "Specifier" is blank in New Import Window -> Import Options |
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New Features | |
EM-2292 | Ability to apply a bulk price increase % to list price in the Bulk Edit feature in New Beta BOM See here for additional information: https://emanageone.atlassian.net/wiki/x/DYCMrw |
EM-2480 | New Installation Details Module
See here for additional information: https://emanageone.atlassian.net/wiki/x/CICgrg |
EM-2196 | Redesign Follow-Ups
See here for additional information: https://emanageone.atlassian.net/wiki/x/BYC1qg |
EM-2197 | Redesign Receiving Module
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EM-2497 | Create new Commission Analysis under Human Resources -> Review / Export Employee Commissions See here for additional information: https://emanageone.atlassian.net/wiki/x/BwA-rw |
EM-2297 | Custom Invoice Items See here for additional information: https://emanageone.atlassian.net/wiki/x/DQDEpw |
EM-2469 | Associated Option Enhancements
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EM-2470 | Add View Options menu to New Grids
See here for additional information: https://emanageone.atlassian.net/wiki/x/CYCSrw |
EM-2357 | Create Export for AIS XMLs (PO Window) See here for additional information: https://emanageone.atlassian.net/wiki/x/CACVrw |
EM-2483 | Add “Actions To Perform” to Launcher Window (startup windows) |
EM-2329 | Add "Download XML to Computer" button in Dashboard Viewer |
EM-2347 | Add Evolve Web Services (Part of Global) |
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User Interface / Experience Enhancements | |
EM-2453 | Redesign Action Items (open / to perform) See here for additional information: https://emanageone.atlassian.net/wiki/x/CQDcaQ |
EM-2189 | Redesign Order Entry Module See here for additional information: https://emanageone.atlassian.net/wiki/x/XIG6DQ |
EM-2404 | Make Final Invoice, InstallCompleted, Received Dates appear as Read Only in New Order Entry |
EM-2353 | Redesign Final Profit Module
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EM-2340 | Redesign Project Payables Search |
EM-2294 | Allow Sums on Calculated Columns in New Grids See here for additional information: https://emanageone.atlassian.net/wiki/x/A4Aaew |
EM-2306 | Add a "Clear All Filters" feature/button in New Grids See here for additional information: Filtering Data in Enhanced Grids | Clearing a Filter |
EM-1831 | Add "All Product Received" column/field in the Current Backlog grid |
EM-1956 | Add Tracking # field from Acknowledgements to Receiving Top Grid |
EM-2447 | Add Corporate Division to Today -> Hot Jobs / Punchlists |
EM-2317 | Order Status grid in Install Calendar -> Add Purchase Orders (even if they have not been acknowledged) |
EM-2474 | Add “Project Designer” filter to Project Analysis |
EM-2491 | Add Touch Type fields to Project Analysis |
EM-2330 | Add Percent Acknowledged to Purchase Orders (new POs only) |
EM-2407 | Breakout Order Sale + Tax and Invoice + Tax on Order Status Grids |
EM-2295 | Button to credit an entire Invoice (Customer Credits) |
EM-1495 | If a PO does not have any parts to be received, don't have it show up in receiving module |
EM-2463 | Update Phase Quote Report |
EM-2336 | Insert Drop Down List Item ID to DefaultInstallNotes when adding rows. |
EM-2363 | Show more Results in main Search |
EM-2350 | Improve Import Default Grid Layouts |
EM-2370 | Track the Order of SIF / XML Options when importing to EM |
EM-2432 | Better Handle Haworth Lynx Quote Errors |
EM-2434 | Add Search to Employee section of PTO Form |
EM-2419 | Refactor Haworth Quote Tool Logic |
EM-2443 | Refactor Time Sheet Search |
EM-2471 | Expose “Simple Report Designer” in Tools -> Custom Reports |
EM-2392 | Make new Drop Down List for “Receiving Locations” / Bin Locations |
EM-2494 | Increase length of Zip Code field to 12 characters (from 7) |
EM-2502 | Add Quote ID to New Order Entry -> Quotes drop down |
EM-2515 | Move loading of day planner items into background (prevent freezing of the entire system) |
EM-2517 | Allow editing “Pay On” date on all selected rows in Team Member Commissions at once. |
EM-2519 | Open new BOM when selecting BOM in Search -> Open To |
EM-2487 | Ignore Loading Instructions when submitting Haworth Quote / Orders |
EM-2522 | Separate Vendor Bill Rights from Acknowledgement Rights. Vendor Bills are now tied to “Can Schedule Invoices and Payments” right. |
EM-2526 | Allow setting a column as a checkbox in new grids (if it’s currently showing 0 / 1) |
EM-2536 | Improve performance of loading Items to Install |
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New BOM | |
EM-2326 | Import sif/xml shows non current options |
EM-2438 | Set Lineal Foot and Square Foot fields on Import (from master part) |
EM-2448 | Add Edit Parts and Import buttons to New Quote |
EM-2365 | Add Installers Per Day and Installation Days to Phases Grid |
EM-2362 | Populate Square foot / Lineal Foot fields when adding from Search |
EM-2318 | Sort Auto Part Templates by Name not Create Date |
EM-2442 | |