Date |
Task # |
======== Type ======== |
Screen (or Report Name) |
Description |
Request by Customer |
Links to Additional Info |
01/02/24 | 30401 | New Feature | Shipping & Receiving | Design new Batch Dispatching & Invoice Printing for Elite Extra Orders on the Ship/Rec > To Dispatch screen. | Quality | |
01/02/24 | 30794 | Bug | Reports | INVOICES/CREDIT REPORT > Cannot download the report to excel. | TipTop | |
01/02/24 | 30793 | Bug | Email | Email not working for some users. | Quality | |
01/02/24 | 30786 | Bug | Import Wizard | Fix issue on Invoice Line item import. | ALL
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01/02/24 | 30791 | Bug | Invoice Payment | It's not allowing users to apply credit to an invoice when clicking the arrow. Not working on the 23.1212v. | Quality | |
01/02/24 | 30787 | Bug | Reports | User with report security to ALL but with Security type sales, but the account's report screen is empty. | Fender Bender
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12/29/23 | 30785 | New | Customer Detail | Update the tax rate for these customers on ORLANDO BODY PARTS account. | OBP | |
12/29/23 | 30778 | New Feature | Find Part | Ship to & bill to address dropdown. make that header background on blue color. It should disable to the user while selecting from dropdown. it shows undefined error. | ALL | |
12/29/23 | 30771 | Bug | Find Parts | ADDRESS TYPE: SHIP TO, LINK TO: -- When searching for customers on the find parts screen with a customer and link to a bill to the customer, it does not auto-populate on the Bill to the field | Fender Bender | |
12/28/23 | 30767 | New Feature | Dashboard | REMOVE CLOSED from the TOP LEFT Pie Chart. | ALL | |
12/28/23 | 30773 | Bug | Shipping and Receiving | To Dispatch --> Driver List Overflowing | ALL | |
12/28/23 | 30737 | Bug | Transactions | - ALL DROP DOWN LIST (Find parts screen/SOPO screen, etc > When searching for customers, the header on the drop should not be selectable. - When creating new orders from the Find parts screen and there's some partial items in backorder, the status of the order shall start with 'NEW' right now showing 'Waiting to be purchased' by default and the save and submit button is missing. | ALL | |
12/28/23 | 27371 | Bug | Reports | 23.1212v When clicking the Add to Favorite, the popup asks to remove the report to Favorite list even though its not yet been added and goes in loop. | ALL | |
12/28/23 | 30678 | New Feature | Credit Memo | Do not allow the Credit Memo line-item NET Price to be MORE than the related Invoice line item price. When ANY of the QTY fields are changed, OR the List, Unit, Net or Discount fields are changed, check to see if the CM line item is LINKED to an INVOICE. IF SO, DO NOT Change, or allow the user to change the NET price to be MORE than the related Invoice NET PRICE. | Quality | |
12/27/23 | 30713 | New Feature | Reports | Need a set of SALES ORDER REPORTS by Vendor. Please duplicate the following reports and add By Vendor in the report name.
| Fitz | |
12/27/23 | 30746 | Bug | Shipping and Receiving | - (Other Warehouse ex. M2121 > In Route Screen) Move to Status > Dispatch > It should not go to the Main warehouse dispatch but to the original warehouse's dispatch screen. - On the popup>the message defaults to CLOSE status. It should give the correct status name where it will be transferred. - TRANSFER AND SHIP >When changing the status of the Sales Order manually from the SO screen to In Route, it disappears on the Shipping and receiving screen. It should appear on the In Route/In the Rack of the (Main Status) | Quality | |
12/27/23 | 30760 | Bug |
| When click you click Log Out from the gear icon, it redirects to 1place.cloud/home/logout and shows the "Your connection is not private" message on the screen. | Alliance | |
12/27/23 | 30145 | Bug | Shipping and Receiving | In Route/In the Rack (M2121 warehouse) > S230629-0163 >It shows duplicated lines on the In Route screen. | Quality | |
12/27/23 | 30770 | New Feature | Item Detail | Update Price from QBO to SQL DB | Vaillant | |
12/27/23 | 30140 | Bug | Find Parts | When selecting an item and changing the Net price before the quantity, the Net Price amount updates to List Price Amount. It should retain the new price entered | Quality | |
12/26/23 | 30556 | Bug | Stock Transfers | Please change the FetchTransferAndShipOrdersToReceive api to NOT return any data if it has already been received. EXCEPTION: If the Transfer has already been received return this error: 'This transfer has already been received' | ALL | |
12/26/23 | 30763 | Bug | Import Wizard | Error when importing Item List. | Alliance | |
12/26/23 | 30761 | Bug | Reports | - Ran the report at a custom date range: January 1, 2023 to August 31, 2023, clicked Run Report, and after a few seconds it gave the 'Undefined Error'. - After clicking OK on the error pop up message, it gives a blank page, I clicked on the 'Back To Reports', but gave me a blank screen. | Alliance | |
12/22/23 | 30750 | New Feature |
| MAKE 1place LOGIN PROCESS more redundant and less reliant on Domain Name and/or SSL Cert. | ALL | See KBA 02956 |
12/20/23 | 30729 | New Feature | Item Detail | Make a way to duplicate a part and all related records fields, vendors, prices, catalog, etc. (DO NOT DUPLICATE THE INVENTORY QTYs, Sales History, PO History, or Logs) | Quality | |
12/20/23 | 30754 | Bug | Item Catalog | When user click "NO" on that duplicate popup. it should close that popup screen but shows invalid another popup like "add new catalog" | | |
12/20/23 | 30753 | Bug | Items | Manually added items(item number) are not shown in the item catalog table. | | |
12/20/23 | 30761 | Bug | Reports | - Ran the report at a custom date range: January 1, 2023 to August 31, 2023, clicked Run Report, and after a few seconds it gave the 'Undefined Error'. I tried to run in a custom date 01/01/2023 to 01/31/2023, still get the same error. I tried to run in a custom date 11/01/2023 to 11/30/2023, it shows a report. - After clicking OK on the error pop up message, it gives a blank page, I clicked on the 'Back To Reports' to go back to the report list, but gave me a blank screen. | Alliance | |
12/20/23 | 30697 | Bug | QBO | After sync, almost all Invoices are unpaid in 1place, but they are paid in QBO | Vaillant | |
12/20/23 | 30719 | Bug | QBO Sync | Issue: Not all invoices/data are synced to 1place. When I click sync for Invoices, loading stops at 90-95% and it freezes. Maybe that's the reason some Invoices in QBO are not in 1place. | Vaillant | |
12/19/23 | 30756 | Bug | Reports | This report on the 23.1212 is not showing all parts with available stock. | | |
12/19/23 | 30752 | Bug | Item Detail | - When the user enters a "from" range year only (i.e. year range = 87), the year should be displayed on the year listing. Currently, an error popup is displayed to the user that says "Please select a valid year range. - If the user makes edits to the year range, those changes are not currently being updated - When the user makes any changes in the edit function, the "Save" button should turn red to indicate that changes have been made. - To prevent unintended changes, the year listing field should be disabled. | | |
12/19/23 | 30751 | Bug | Email Settings | Test connection button is not working. | | |
12/19/23 | 30748 | Bug | Inventory Adjustment | Someone or something is adjust/deleting the inventory stocks. From the audit log, 'Inventory' user was the one who made the changes around 4AM BUT according to MRF no one was working at that time. Date and time is 11/30/23 3:58 AM and 11/30/23 3:57 AM | MRF | |
12/18/23 | 30400 | Bug | Shipping and Receiving | - Additional issues slowing down their end of day dispatching. - Some shipped via count on the dispatch screen (main warehouse) shows correct for some filters, but some give wrong count. | Quality | |
12/18/23 | 30738 | Bug | Item Catalogs | When loading the items to add it is missing the category, subcategory columns. | TipTop | |
12/18/23 | 30722 | Bug | Sales Order PO | Need to manually update POLink and SOlink values to create Invoice. | Reliable | |
12/15/23 | 30706 | Bug | Special Order | - When creating a PO from the SOPO screen, when manually entering in the vendor and item, the click proceed, the popup to create PO does not show the vendor (or is blank) - After POs are created for items in backorder, the status of the line item does not change to ‘Waiting for Delivery From Vendor’. | Quality | |
12/14/23 | 30732 | New Feature | Price Control | Change the pop up: The lowest authorized price is $2,202.00. Please press Cancel and change the price. Or, ask your Manager to enter an Over-ride passcode below to proceed | | |
12/14/23 | 28905 | New Feature | Find Parts | Modify the PROMPT USER option (if same Year, Make, and Model is already on a QUOTE). | Quality | |
12/14/23 | 30714 | New Feature | Sales Order | - Add a permanent tab called 'Sales Order Back Orders. - Add another 2 COLUMNS on that same new tab that shows the related PO Date and the # Days On Order. | Fitz | |
12/13/23 | 30730 |
| Item Details | Please check all Currency fields to make sure they have a least 2 decimal places. | ALL | |
12/13/23 | 30718 | New Feature | Item Details | Add the Bin # to the drop down list as a column to the right of the Qty in Stock. Add the Vendor as a column to the right of the PO#. Push all of those fields to the left so the drop down list columns have more screen space | ALL
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12/13/23 | 27371 | New Feature | Reports | Move the All reports to the TOP and auto select it and auto display the full list of reports. | Quality | |
12/12/23 | 30728 | New Feature | API | Be able to sort the subcategories from front to end. | Orlando | |
12/12/23 | 30537 | Bug | Os Scan | Trying to pick multiple items, same item but on different sales order, but it just takes me back to the picking screen and no confirmation pops up. | ALL | |
12/11/23 | 29726 | Bug | item Details | Item Split > The Date Received should not update based on the date it was split. | Quality | |
12/11/23 | 30727 | Bug | Shipping and Receiving | Page number and next page button is not visible. | ALL
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12/11/23 | 30718 | New Feature | Items | - Move some fields to the left so the drop down lists for Receipt can be wider. - On the Receipt drop down list please show a HEADER for each column - Make sure the drop down list has these columns (Receipt ID, Qty in Stock, PO #, Vendor, Bin #) | ALL
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12/11/23 | 30726 | | | | | |
12/08/23 | 27371 | Bug | Reports | Add another section under the Custom Reports called All Reports (this will display ALL reports in Alphabetical Order). | Fender Bender | |
12/08/23 | 29727 | Bug | Sales Order | Sales Rep field >When changing the Bill To/Ship To Address on the Sales Order, the Sales Rep changes to the Sales Rep value of the Customer. IF the setting (Auto fill the Sales Rep field with the currently logged-in user name) is enabled, it should retain the Sales Rep who is currently logged in even if the Bill To/Ship To address is changed | Quality | |
12/08/23 | 30723 | Bug | Reports | Fix issue on export excel file for Invoices / Credits by Item (w/ Item Qtys) report. | Fender Bender | |
12/06/23 | 30711 | Bug | Reports | TOTAL SALES BY ITE, (BEST TO WORST $) > Sort the Total Amount from Largest to Smallest > There are items in the report that are showing duplicates. | Fitz | |
12/06/23 | 30710 | Bug | Reports | Invoice/CreditsBad requests and undefined error when generating reports. | Reliable | |
12/01/23 | 30708 | New Feature | Packing Slip | Move the Bin column (per sales order and per item) right beside the Item Number column. | Plastic | |
11/30/23 | 30693 | Bug | Item Assemblies | - When an item ASSEMBLY field is set to true, when you open the Item Detail screen it is auto selecting the Assembies (Bundle) tab. It needs to auto select the Dashboard like the item items. - When the item assembly field is set to true, then if the item is EDITED, when trying SAVE the item, even when the Assembly Type has a valid value, it prompts the user to select the Assembly Type again | ALL
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11/30/23 | 30702 | Bug | Reports > Invoice/Credits | - Sales History - 2 Year Comparison by Item (Alpha): there are 3 same report titles, delete the other 2 - For correction: Invoices / Credits by Entered By Person (Totals) should be Invoices / Credits Entered By Person (Totals). - Report titles should be grouped. | Reliable | |
11/30/23 | 30688 | Bug | Settings | Change decimal Place settings. On PO settings change the label to read: Number of Decimal Places - for Cost fields (2.4). Then make sure all places where a COST is displayed (PO costs, Sales Trans costs, Item detail Stock/Financial tabs) uses this setting. On the Sales settings, general 'Number of Decimal Places - for Price fields (3.2) - make sure the Item Detail 'prices' and Sales Transaction Prices use this setting. | ALL | |
11/29/23 | 30689 | New Feature | Price Change | POPUP on PRICE Change, fix label The lowest authorized price is %150% Please press Cancel and change the price. Or ask your Manager to enter an Over-ride passcode below to proceed. REMOVE THE % in front of the value shown above. The first sentence should read: The lowest authorized price is 150%. | ALL | |
11/29/23 | 30649 | New Feature | Reports | NEW (ITEMS) REPORTS: Items - Inventory Count Sheet (By Category / SubCategory with Fixed Bin Locations) | Fitz | |
11/29/23 | 30077 | Bug | All Transactions-Delete | "Reason for delete" popup not working properly. | | |
11/29/23 | 30627 | Bug | Settings | DO NOT ALLOW TAB >Keeps resetting the check marks/ not saving the settings. | | |
11/29/23 | 30696 | New Feature | W-9 | Make the date automate on the W-9 field to current date when creating a new customer account only if tax exempt with a tax ID number. | | |
11/29/23 | 30654 | Bug | Invoice / Credit Memo | This is not working on version 23.1031. On Credit Memo's, when the Qty Returned is entered show this prompt to the user: 'Do you want to return this item back to stock? Please type YES or NO in the field below. | Quality | |
11/29/23 | 30687 | Bug | Navigation Bar | Fix Find Parts button overlapping the other 3 buttons. | | |
11/28/23 | 30682 | Bug | Sales Order | Sales Order List > New Tab Wizard > Unable to add Field Source or Line Item | Alliance | |
11/28/23 | 30683 | Bug | Shipping and Receiving | There are orders from other warehouses that does not appear on the Dispatching screen. | Quality | |
11/28/23 | 30691 | Bug | Sales-Pricing | Changing the Unit Price, when there is a Discount, is not calculating the NET price properly. ALSO when changing the NET PRICE, when there is a DISCOUNT IS NOT resetting the Discount to 0. | ALL | |
11/28/23 | 30677 | New Feature | QBO | Dont flag users, when saving new records--IF the master QBO turn on setting = False. | | |
11/27/23 | 30480 | New Feature | Sales Transaction | On the Settings > User Security > Edit User > Do Not Allow (tab) -- under the setting called 'User Cannot Change Freight Charges', make a new setting called 'User Cannot View or Edit Line Item Options'. Then when the Q, SO, I, CM are opened, if the setting is true, the gear icon for the line items will become disabled. | Quality | |
11/24/23 | 30690 | Bug | Sales Transaction | Manager Override popup not accepting a valid manager over ride passcode. | ALL | |
11/23/23 | 30684 | Bug | Sales Order | Unable to create a customized/ new tab using either of the following conditions and its values for Field Source | Alliance | |
11/23/23 | 28648 | Bug | Customers | Store more than 2 email addresses or increase the amount of characters in the field. | ALL | |
11/22/23 | 30681 | Bug | Import Wizard | Fix issue on invoice import header. | IPC | |
11/22/23 | 30679 | Bug | Items | ITEM STOCK TAB > RETURNING ITEMS FROM CM > Remove the extra decimals that appear for the number of stock returned in the Notes section. | ALL | |
11/22/23 | 30646 | Bug | Sales Order | SALES REP FIELD >DEFAULT SALES REP FROM CUSTOMER DETAIL >When entering an order from the Sales Order screen and selecting a Customer, the customer's default sales rep does not automatically fill in. | Impact | |
11/21/23 | 30652 | Bug | Credit Memo | Tested on version 23.1116: the amount is clickable, can edit the amount, but once the 'Apply Credit' button is clicked it reverts back to the amount of the credit memo. | Reliable | |
11/21/23 | 30536 | Bug | Invoice | Should be able to date payments prior to the current date. For this version 23.0926, a pop will appear ("warning Please select the valid Payment date") if the payment is dated prior to the current date. | Reliable | |
11/21/23 | 30669 | Bug | Credit Memo | NET PRICE ON THE CREDIT MEMO issue. When the Net Price in the Find Parts screen or sales order is changed after the manager override, the Unit price should also get updated to base on the Net Price and When you change the Net price on the Find parts screen after the Manager override, the new price did not bring over to the sales order. | Quality | |
11/20/23 | 30671 | Bug | Shipping and Receiving | WAITING FOR DELIVERY FROM VENDOR and WAITING to be purchased. When changing the status of the order with these statuses if the item is in backorder or has PO, it should not be included in the sales order update. | Quality | |
11/20/23 | 30658 | New Feature | Item Detail | In the PO's tab, transactions related to PO is sorted in chronological order, in which the screen only have columns for Qty Order and Qty Received. Khozem suggested that it would be better to have a column for Qty Back Order. | Reliable
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