10042-emanage|ONE Release Notes
Version 10040 & 10041 & 10042
Issues Resolved | |
EE-5463 | Fix Company Searches in Project Information and Quote Settings |
EM-2047 | POShipTo in Corporate Division Settings not saving |
EM-1981 | Prevent error when modifying sales credit on a project |
EE-5346 | Prevent duplication of Employee Time in Final Profit Module |
EE-5403 | Canadian Direct Bills erroring and not processing correctly |
EE-5414 | Deleted POs being included in check for POs without Orders when opening View PO module |
NO EM# | Error when opening installation items with an Installer Division set |
EE-5442 | Auto Parts not importing correctly on new projects |
EM-2054 | Holiday Pay from being scheduled for inactive Employees |
NO EM# | Fix occasional issue when sending customer invoices to QBO |
EM-2056 | Fix display issues with Account and Class in Customer Credits |
EM-1814 | Fix quantity calculations when adding items to an installation item |
EM-2059 | Projects do not reload when the corporate division is changed in Journal Costs |
NO EM# | Delete button in Inventory not working |
EM-2069 | Default Reports not populating in Report Alternative Chooser |
NO EM# | Punch List Action Item Not Loading Assigned To |
EM-2072 | Order Name does not show up on Recurring Action Items |
EM-1846 | Formatting / Font issues in new Description / Scope Builder fields. |
NO EM# | Sending Refund Credit Card Charges results in an “open data reader” error |
NO EM# | Fix occasional error when migrating invoices from QB to QBO |
EM-2086 | Fix Sales Credit on a Project occasionally being 100x what it should be |
EM-2089 | Prevent error when editing Acknowledgement amounts and quantities |
NO EM# | Haworth Surcharges not correctly updating existing parts in the BOM |
EM-2112 | Spec Integration not working after Spec update |
NO EM# | Accrued Liabilities on Customer Invoice looking at Users Default Corporate Division instead of the one for the particular Project |
NO EM# | Creating Blank Quote occasionally throws an Overflow Error |
NO EM# | Employee Dashboard results in an error Note: Users will need to download Marketplace Defaults for this fix. |
EM-1492 | Salespeople can see other commissions when printing a Commission Report under the Analysis menu. |
EM-1526 | Users can see each others Time Clock Entries regardless of supervisor settings. |
EM-2062 | When processing orders, items with a quantity of 0 are still processed even if setting to leave zero price items is checked. |
EM-2130 | Commission Plan Configuration not allowing decimal places |
EM-2140 | Adding a brand new part to Inventory from Master Parts List does not work |
EM-2141 | Freight Parts do not work properly when a minimum charge is assigned |
EM-2151 | Fix Blank Invoice Number when not using Job Number Automation |
EM-2119 | Can not bring a Deposit that was sent to QB back into the Integration |
EM-1967 | Order of Answers for Surveys not following Administrator Setup |
NO EM# | Error On adding Installers to Calendar if Terminated Employees are setup with the same Installer |
NO EM# | Fix Error when downloading HNI Web Acknowledgements and Invoices |
NO EM# | Correct error when saving a Deposit and enlarge the form to ensure Save button is visible |
EE-5988 | Incorrect Remit To populating on Vendor Invoice |
NO EM# | Correct errors on Vendor Bill Save based on Decimal Places in Amount Applied vs Amount to Invoice |
NO EM# | Fix Journal Costs for Service Tickets not saving |
NO EM# | Enlarge Payment window to ensure Save button is visible |
NO EM# | Can not remove Expected Complete in Actions to Perform Grid |
NO EM# | Paid On in Vendor Bills does not stick (if applying manually) |
NO EM# | Commission Plans will not allow 100% Profit |
NO EM# | Fix Accrued Liabilities Account not populating in Applied GL Accounts on Vendor Invoice in certain cases |
NO EM# | Prevent error when submitting HNI Orders if Salesperson does not have an Email configured |
NO EM# | Fix Tax not calculating correctly for Canadian Dealers on Vendor Invoice window |
NO EM# | Prevent error when opening QB Integration -> Invoices based on Grid Layouts |
NO EM# | Fix MillerKnoll Web Services missing Dealer # drop down |
NO EM# | Fix when opening View Vendor Purchase Order module based on Grid Layout |
NO EM# | Fix missing PO Items in View Vendor Purchase Order module |
NO EM# | Prevent error on Vendor Acknowledgements if there is Finishes without an Option Number |
NO EM# | Show all Companies with the word “Vendor” in the Company Type on Vendor Invoices for Remit To |
NO EM# | Remove Terminated Employees from Asset Issuance Window |
NO EM# | Fix typo when converting User to Installer or Partner |
NO EM# | Prevent double-loading project drop down data to enhance performance |
NO EM# | Prevent error when no quote is selected in the View Quotes tab |
EM-2186 | Correct Bin Location behavior on Work Orders based on Received Product |
NO EM# | Prevent Contact from changing on New Project Form if a different Company is selected |
NO EM# | Email Signature window is cut off on the bottom |
NO EM# | Accrued Liabilities including Revised POs on Customer and Vendor Invoices |
NO EM# | Update Button not showing when editing a Customer Payment |
NO EM# | Can not remove a Marketing Campaign from a Lead |
NO EM# | “Open To” in Contact Search not functioning correctly |
EM-2136 | Haworth Surcharges do not calculate tax when coming back from Lynx with pricing |
NO EM# | Prevent error when opening BOM in a database that has Special Tax enabled |
NO EM# | Clipboard Manager Save button cut off |
EE-6536 | Prevent Actual Total / Actual Tax / Commissionable Cost from doubling when modifying an existing Vendor Invoice |
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New Features | |
NO EM# | Several backend Security Enhancements |
NO EM# | Multi Factor Authentication |
EM-1753 | Allow configuring an automated Action Item when a Work Order is signed from the Mobile App |
EM-1099 | New window to resolve discrepancies between EM PO and Haworth Web Service Acknowledgements |
EM-1836 | HNI Quote Tool Implementation |
EM-1836 | HNI Download Contracts and Accounts implementation |
EM-1980 | New window to batch assign Credit Card Charges to multiple projects |
EM-1980 | Add Default Credit Card Expense Account and Class drop downs to Company Record |
EM-2068 | Add new User Type for “Kiosk Admin” for new Kiosk Timeclock App |
EM-2070 | Allow for different default Install Doc / Notes Per App |
EM-1890 | New window to allow splitting a Credit Card Charge between multiple projects at once |
EM-2096 | Notes marked as “Pop Up On Child” on the company level will now be automatically added to any projects create from that company and set to pop up |
NO EM# | Added ability to add a new company, contact, lead, project, and punch from the home screen of the e-manage|ONE GO Mobile App |
NO EM# | Added functionality to edit images within the mobile app - add text, drop pins, mark up drawings, etc. |
NO EM# | Add Delivery Contact to HNI Web Services |
EM-2111 | New Module for Bill Of Materials (BETA) |
EM-1919 | Redesign Associated Parts window and new window for Associated Options with the new BOM |
EM-2187 | New Button on Haworth Quote Tool for “New Partner Request” |
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User Interface / Experience Enhancements | |
EM-1560 | Add Order Name to Commission Report |
EM-1971 | Don’t select any action item by default when creating a new AI |
EM-2041 | Reduce Punchlist Image size to prevent large Punchlist Reports |
EM-2038 | Allow processing from History Grid in Haworth Web Services |
NO EM# | UI Upgrade in several windows. |
NO EM# | Redesigned Contact Information window |
NO EM# | New Login Form |
EM-2049 | Allow pinning columns to the left in new grids |
EM-2048 | Allow changing the display format of columns in new grids |
EM-1953 | Allow adding new columns to new grids without deleting existing grid layouts. |
EM-1959 | Show Message if Historical Drop Down Data was not changed when changing a Drop Down List Item |
NO EM# | Retain some information when saving a journal cost |
NO EM# | Make Phase Note and Option Note in BOM Editable by default |
NO EM# | Add a message box to indicate why an Inventory Item was not deleted. |
EM-2060 | Redo the Subcontractos tab in Install Items and add “Location” |
EM-2081 | Disable Project Information Module if Project is complete |
EM-2082 | Redesign and enhance Vendor Bill window |
EM-2094 | Enhance “Open Project” functionality in Actions to Perform grid |
EM-2095 | Allow popping out and pinning new windows |
EM-2093 | Enhance New Action Item window to better align with workflow + Allow Selecting of Project Documents |
EM-2100 | Enhance Save to e-manage window for Reports |
EM-2107 | Add Order Name to Installation Items on the Calendar (Hover on an item to see) |
EM-2115 | Enhance Quote to Cash Graph on Project Information · Break out Amount and Tax into stacked bars · Add Forecast Value (Quoted – Ordered) |
EM-1925 | Added Profit Goals to Sales Standing Dashboard |
EM-2125 | Add “Assigned To” to Open Actions Grid |
NO EM# | Code Verbiage aligned with Industry Specification tools: |
NO EM# | Highlight selected module in Quickbooks Integration |
EM-2106 | Add Project Manager and Foreman Filters to Installation Calendar |
NO EM# | Convert Follow Up Results window to new controls to enhance UI |
NO EM# | Enhance Error Messaging when opening the BOM if it’s already open vs No Items Configured |
NO EM# | Allow typing the full date in Vendor Invoice date fields without using Arrow Keys |
EM-2171 | Redesign and enhance Configure Surveys module in Administrator |
EM-2043 | Enhance Order Status Performance and show POs in sub grid even if they do not have Acknowledgements |
EM-2173 | Allow Drag + Drop to add documents in Attach Documents window. |
EM-2191 | Redesigned Acknowledgements and Costing module |
EM-2175 | Add Word Wrap to Description and Full Description in Acknowledgements window |
NO EM# | Allow Customizing layout for New Vendor Invoice window |
NO EM# | Allow customizing layout for Employee Pay Rates |
EM-2188 | Disable adding / removing team members from projects if a user does not have sufficient rights |
NO EM# | Add Order Name to Acknowledgement Report |
EM-2205 | Add Ability to hide all columns and show the field chooser in new grids |
EM-2167 | Add “Project Type” to Project Search |
EM-2209 | Add “Est Install Date” and “Est Complete Date” to Order Status Grids |
NO EM# | Performance Enhancements for Project Profitability Report |