|
Fixed in Version # |
Date |
Task # |
========
Type
======== |
Screen
(or Report Name) |
Description |
Requested by
Customer |
Links to Additional Info |
| 24.0122t | 04/25/24 | 31347 | Bug | Find Parts | On version 2.0122Q When selecting a part on the FIND Parts screen from another warehouse from the multiple warehouse popup screen it does NOT make a Stock Transfer… Let’s fix this asap. | | |
| 24.0122t | 04/25/24 | 31043 | New Feature | Sales Order | Bill to and Ship to search field
- Typing Core & Main maximize the search drop-down from A to Z. (all the list that begins with Core & Main) | Plastic | |
| 24.0122t | 04/25/24 | 31342 | Bug | Item Catalog | MANAGE CATALOG > PTYPE FILTER:
- On the Manage catalog Ptypes filter, the parts that are selected not to appear, shows up on the Find Parts screen. | TipTop | |
| 24.0122t | 04/25/24 | 31346 | Bug | Invoice | Payment Info > If CM is applied to an Invoice, the sync box on the payment screen is not checked and cannot be checked and saved. Hence, the payment does not sync to QBO. | IPC | |
| 24.0122s | 04/24/24 | 31343 | Bug | Batch Printing | When we Auto Create Invoice. The Batch Printing not working for the Auto Created Invoice. | QCP | |
| 24.0122s | 04/24/24 | 31285 | Bug | Reports | Invoice/Credits Received Payments report > Sort by Payment type by date range:
- Invoice Paid Amount column for Credit Memos, we need to show the total amount of applied per date range for this filter. Right now it just shows the total amount of the Credit Memo.
- Add Balance column on the right side after the Invoice paid amount
- When clicking the lines it opens a about:blank tab.
- Also, there are CM that does not belong to the date range under No Payment Type. | TipTop | |
| 24.0122s | 04/24/24 | 31134 | Bug | Sales Order | SHIP TO field >Add new customer:
- After inputting information for the new customer and save it, the New name fills in both for the Bill to and Ship to addresses. It should only auto fill the Ship to field.
- After adding the new customer on the ship to, the tab key is only shifting from bill to to warehouse. The tab should go over to the Line items table till the end. | Plastic | |
| | | 31341 | Bug | Invoices | Payment info > Some CM does not appear on the Show/Apply Credits window of the Invoice screen. | Orlando | |
| 24.0122s | 04/23/24 | 31326 | Bug | All Transcations | Audit Log
- Does not record who initially created the order. It does create a log for Sales order but not for other sales transactions.
- When the page is more than 20 records, the next button is not working. | Orlando | |
| 24.0122s | 04/23/24 | 31064 | Bug | Item Detail | MIN/MAX Calculation issue. | Plastic | |
| 24.0122r | 04/22/24 | 31338 | Bug | SO - Invoice | When user changes an order from taxable to tax-exempt and invoice the SO, the Invoice still becomes taxable. As a workaround, I unchecked the tax exempt checkbox and unchecked the line items' taxable columns and re-invoice the order. | | |
| 24.0122r | 04/22/24 | 31245 | Bug | Sales Order | - When changing the MAIN Sales Order STATUS field to CLOSED, a popup will appear and ask, 'Do you want to CLOSE this Sales Order and also set the Status of ALL LINE ITEMS ON THIS SALES ORDER to Closed?' If so, please type YES in the field below.
- If the user types YES set the STATUS of all line items to Closed. If the user presses Cancel then UNDO any changes to the Sales Order Status field. | Orlando | |
| 24.0122r | 04/22/24 | 31294 | New Feature | Invoice | Payment > When changing the payment date to an older date, remove the popup that restricts the user to change the date. | | |
| 24.0122r | 04/18/24 | 30607 | Bug |
| Hide Costs, disable viewing Vendors and Pos. | Quality | |
| 24.0122r | 04/18/24 | 30867 | New Feature | Reports | Invoice/Credits by Payment Details. The Group by on the report criteria is locked. Lets REMOVE the GROUP BY criteria and just make it group by default on the report by Payment Type (Please remove the Date group by that is currently there). The goal of the report is to be able to run it for a date range of 1 day, or a few days, and to have it show each payment, by payment type, such as Cash, Check, Credit Card, etc with the detail of each receipt of that type below the grouping header, and the TOTAL of all payments for that payment type being in the header for the Payment type, over to the far right side. so it is easy to see the total and easy to see the smaller details of each payment of that type below it. Make sure it sorts by date in ascending order, then by Customer Name ascending. | Alliance | |
| 24.0122r | 04/18/24 | 31329 | Bug | | Orders coming from other warehouses and when the orders are placed on the In Route screen of the other warehouse, the orders do not appear on the Main warehouse's In Route to Warehouse screen. | Quality | |
| 24.0122q | 04/17/24 | 31298 | Bug | Settings | Module Secuity > QBO SYNC CENTER > The QBO Sync setting for the all user roles is not saving. | Impact | |
| 24.0122q | 04/16/24 | 31293 | Bug | Report | When downloading the SALES ORDER REPORT to excel and PDF it should include ALL columns shown on the report screen. | TipTop | |
| 24.0122q | 04/16/24 | 31239 | Bug | Sales Order | SALES ORDER STATUS ISSUE:
- When changing the tax-exempt Ship to address to taxable Ship to address, it does not auto select the items to be taxed. Also it does not auto-calculate the tax.
- As for the status, when I manually checked the boxes for the tax line items, the status would change to New and when I refreshed the page the status disappeared. | Orlando | |
| 24.0122q | 04/16/24 | 31323 | New Feature | AP Bill | AP Bill Vendor Invoice number validation with 21 Characters | IPC | |
| 24.0122q | 04/16/24 | 31217 | Bug | Customer Details | Customer tax codes keep changing or being removed randomly. | IPC | |
| 24.0122p | 04/12/24 | 31313 | Bug | Reports | - Invoice/CM by Customer OPEN
- The total is incorrect. - Please see Mark's email for the screenshot and explaination.
- Grand total is incorrect. It adds up all the line items and disregards whether they are positives or negatives. Please see Mark's email. | | |
| 24.0122p | 04/12/24 | 31255 | New Feature | Shipping and Receiving | Make a few changes to streamline how it works.
- When the user is on the Ship/Rec > To Dispatch screen and clicks a DRIVER name, if the Sales > Integrations > Elite Extra IS NOT enabled, then do NOT do run any other code, except to COPY the driver name over to the field, like it does now.
- Make sure the Drivers and Shipped Via buttons are displayed in Alphabetical Order.
- In the top right corner there is a SEARCH field called Find Order. When the user types in an order # and then presses enter (or scans an Order barcode and the scanner makes a carriage return / Enter) have it run the code to find/select the order, and then set the focus BACK on the same search field and HIGHLIGHT the Order # entered BEFORE.
- On the In Route screen make it sort, by default, the the Sales Order #. Make these columns sortable in ascending order (if clicked once time) and descending order if clicked again: Sales Order #, Dispatch #, Date, Delivery Date, Customer Name, Shipped Via.
- On the Sales > Integrations, add a new integration on the list (at the top of the list) called '1place Warehouse Management (Scanning)'. Then add a single checkbox option that looks like this: [ ] Enable 1place integration with 1place Warehouse Management (WMS)'
- On the Ship/Rec > To Dispatch, change the Dispatch Selected button to a BUTTON (not a drop down list) that has options to select from in a short drop down list with these values: 'Dispatch Selected' and '1 Click Print'
- Then have it remember which option was last selected so the next time the screen is opened it will auto select it. | | |
| 24.0122p | 04/12/24 | 30117 | New Feature | Credit Memo | Make a way to give money back (cash, check, or credit memo). | | |
| 24.0122p | 04/12/24 | 31306 | Bug | Sales Order and PO | SO and PO LABELS > The fields are automatically centered even if I remove the checkbox to center.
- When we click on the setting for the first time for the labels, the label designs disappears.
- The saved labels always disappears. | | |
| 24.0122p | 04/12/24 | 31311 | Bug | Shipping and Receiving | ITEMS TO RECEIVE > IN ROUTE TO WAREHOUSE:
- Undefined Error >olumn 'TotalCount' does not belong to table TotalPOCount. | | |
| 24.0122p | 04/11/24 | 31240 | Bug | Customer Portal | - SALES ORDER LIST and SO backorder tabs/Invoice & Credit Memo List tab > ALL Line items tab > It's showing the company data. It should only be limited to customer's orders.
- The Logo for the Potal Login and Company Logo are not saving the picture and not working on their respective areas. | Impact | |
| 24.0122p | 04/11/24 | 31300 | Bug | Sales Order | When selecting a different vendor for the item with a cost recorded in the Vendor tab, it does not auto update the Vendor Cost for the the vendor selected.
| TipTop | |
| 24.0122o | 04/10/24 | 31280 | Bug | Shipping and Receiving | - Shipping & receiving --> If certain line item items are out of stock, they will not be displayed with the "New" status.
- To print & pick -->The Sort function is not working for the Date and Delivery date fields.
- Sales order Back orders (s100-b1)are not shown in the S/R screen. | | |
| 24.0122o | 04/10/24 | 31283 | Bug | Invoice | When the customer changes their credit amount in the "amount to apply" field on the payment tab of the invoice, it automatically updates the prices field. | | |
| 24.0122o | 04/10/24 | 31284 | Bug | Customer | - Customer --> add new-->When the user tries to add a link to a customer from the dropdown list, the 'Link to' customer doesn't update in the detail screen.
- Customer -->add new -->When a user adds a default pricing method called "Item Price Leve + discount", they should have the option to add a discount percentage and pricing level—not having the option to add but detail screen we have. | | |
| 24.0122o | 04/10/24 | 31307 | Bug | Import Wizard | IMPORTING/UPDATING DATA in 1place >ITEMS AND PO LINE ITEMS:
- Undefined error: The 'Microsoft.ACE.OLEDB.12.0' provider is not registered on the local machine. | Orlando | |
| 24.0122o | 04/10/24 | 31270 | Bug | QBO Sync | Some CM that were created in QBO and are PAID, do not sync in 1place. User used the QBO Sync center and synced the CM and the CM is still NOT PAID in 1place. | IPC | |
| 24.0122n | 04/09/24 | 31295 | Bug | Invoices | There are old open invoices that were imported but the screen are greyed out. Please remove the restriction. | TipTop | |
| 24.0122n | 04/09/24 | 31299 | Bug | Item Detail | List price and OEM price on the item detail screen for an item, rounds off. | | |
| 24.0122n | 04/09/24 | 31297 | New Feature | Sales Order | To extend the 'Unit Price' and 'Net Price' to 6 decimals. | Reliable | |
| 24.0122n | 04/09/24 | 31246 | Bug | Replenish Stock | PAST SALES HISTORY >Ran 2 different versions: 23.0821d and 24.0122l and both versions gave me 2 different results.
The 23.0821d listed 62 items, however, the 24.0122l only listed 20 items to buy both with the same filters. | TipTop | |
| | 4/09/24 | 30889 | Bug | QBO Sync | ITEM LIST QBO SYNC >Synced the item list to QBO using the QBO Sync Center and it zeroed out the List Prices in 1place. Checked the Items in QBO and the items have list prices. | Impact | |
| 24.0122n | 4/09/24 | 30998 | Bug | QBO Sync | UNRETURNED CM SYNCED TO QBO > When unreturned item from the CM is synced over to QBO, it brings over the tax amount. | Impact | |
| 24.0122n | 04/08/24 | 30841 | Bug | QBO Sync | Issues on QBO sync and data being shown on the reports such as Totals, and Shipping fee. | Vaillant | |
| 24.0122n | 04/08/24 | 29562 | Bug | QBO Sync | INVOICE TAX on the QBO Sync Center >Right now it's not syncing the TAX to QBO when syncing using the QBO Sync center. It SHOULD ALSO SYNC THE INVOICE TAX. | Impact | |
| 24.0122n | 04/05/24 | 31292 | New | Credit Memo | Customer wants to return an item for LESS than the amount paid on invoice, then we will allow the creation of the CM to proceed. | | |
| 24.0122n | 04/05/24 | 31059 | Bug | QBO Sync Comparison | IMPROVE QBO SYNC COMPARISON screen.
- (Issues) Go-Live Date and functionalities. | IPC | |
| 24.0122n | 04/05//24 | 30788 | Bug | QBO Sync | Purchase Order --> when the user create an PO(QBO) and bill as Paid. after syncing with OneSource those bills and Qty received are not update properly. | | |
| 24.0122m | 04/03/24 | 30742 | Bug | Sales Order PO | - When entering Vendor cost on the field, it auto round off the cost. It should not auto round off the decimals. The Decimal Price setting to whole number should not apply to Costs.
- They set their Decimal settings for Prices to 0 in the Sales Settings. But on the PO settings, it's set up for 2 decimal places. However, whenever they try to input costs in the Sales Order Purchase Order screen, it auto round off to whole numbers. | TipTop | |
| 24.0122m | 04/02/24 | 31248 | Bug | Sales Order | Orders on New status is not showing on the New screen of the Shipping and Receiving screen. | Orlando | |
| 24.0122m | 04/01/24 | 31205 | Bug | Printing | - Sp's update (Fixed)
- 1Place Printer connect app updated.(Fixed)
- Status Not Updating properly. (Fixed) (Requested Sikkandar to share his code knowledge on how he is updating the status)
(Progress)
Disable the Print Button.
Even after the 1Place Printer connect app is running it shows PRINTER ERROR to connect.
Already the application is running popup.
(QUALITY) ELITE BATCH-PRINTING ERROR. If you log into the TEST version of Quality > Ship/Rec > To Dispatch > Dispatch Elite Extra Orders (button). Click checkbox next to 1st driver. Click the 2 checkboxes on bottom left. Click Print ALL Selected Driver Orders (and make sure the 1placePrinterConnect is already installed and logged in on your PC). I tried to demo this process to Tom, and it gave me an error. | Quality | |
| 24.0122m | 04/01/24 | 31104 | Bug | Item Details | The “Item Price Level + Discount” is not working. | Quality | |
| 24.0122m | 04/01/24 | 31250 | Bug | Invoice | OTHER INFO TAB > CREATED BY field: The Created By Field will be filled out by the user who invoiced the Sales Order, whether it be from the SO Screen or the Dispatching screen. | Orlando | |
| 24.0122m | 04/01/24 | 31233 | Bug | Replenish Stock | REVISE THE WAY Qty On BO is calculated on Rep Stock.
- When we calculate the QtyOnBO we do NOT use the Item.QtyOnBO field. To Make is more accurate we need to recalc the # on BO on Sales Orders where there is NO Invoice #.
| Fitz | |
| 24.0122m | 04/01/24 | 31267 | Bug | Invoice | Payment > User wants to pay Invoice I58482 by using CM C58482 but this CM does not appear on the Invoice payment info window. | IPC | |
| 24.0122l | 03/28/24 | 31266 | Bug | Invoice | When a SO is paid in full and converted into an Invoice, it causes a decimal rounding issue and makes the Invoice off by $0.01. | IPC | |
| 24.0122l | 03/27/24 | 31238 | Bug | Credit Memo | The stocks that came from CMs not linked to any Invoice stays in stock even when the CM is deleted. | Orlando | |
| 24.0122l | 03/27/24 | 31251 | Bug | Credit Memo | The totals of CMs are not appearing on the Show/Apply Credit screens or Find Parts screens and has be refreshed every time we need to apply.
On the Show/Apply window, the Arrow is not functioning. | Orlando | |
| 24.0122l | 03/25/24 | 31249 | | Sales Order | Sales Order Line Item Total > The line item total does not give the correct total if the unit price entered is with 5 decimals, it is only saving 4 decimals which is also a basis for the line item total | Reliable | |
| 24.0122l | 03/25/24 | 31244 | Bug | Sales Order, Invoice, CM | Pop Up Message: "Mass Delete Invoices from QuickBooks Online?" | Reliable | |
| 24.0122l | 03/25/24 | 31243 | Bug | Customer Details | The 'Link To' field is not saving the linked customer name. | Reliable | |
| 24.0122l | 03/21/24 | 31235 | Bug | Purchase Order | PRINTING PO LABEL > When printing labels for 124 line items with a total of 180 stocks, it does not get to have the 2nd half of the item labels on the print preview. Example sent through skype. | Orlando | |
| 24.0122l | 03/21/24 | 31206 | Bug | Invoice | QTY STOCK/QTY BACKORDER: Invoiced SOs with backordered items should be ignored in calculating the Qty Backorder. | IPC | |
| 24.0122l | 03/21/24 | 31180 | Bug | QBO Sync Center | Customer Checkbox > When checking the Customer sync, undefined error occurs. | Impact | |
| 24.0122k | 03/20/24 | 31127 | Bug | Purchase Order | PO screen> Customer PO# field > The Data on the SO Customer PO# field gets copied to the PO when creating special orders.
| Orlando | |
| 24.0122k | 03/20/24 | 31132 | Bug | Invoice Details | Print > Invoice 2 > Some of the Invoice headers are not appearing on the invoices print preview for Invoice#2, LOGO, Address, it should look the same as the Invoice 1 | Orlando | |
| 24.0122k | 03/20/24 | 31229 | Bug | Sales Order PO | When selecting some line items with complete data (vendor and cost) then click on proceed, there's a popup asking the user to fill out for the fields of unselected line items. | Orlando
| |
24.0122k
| 03/20/24 | 31164 | Bug | Sales Order | Status > Orders with backordered items with To Print and Pick Status and sometimes Waiting to be Purchases but the line items are on to print and Pick. | Orlando | |
| 24.0122k | 03/20/24 | 31230 | New Feature | QBO Sync | When we are syncing Invoices into QBO that have items NOT in QBO and NOT allowed to be added to QBO for whatever reason, Add new Item called ‘default’ item to automatically create an Use that item for QBO Transactions. | IPC | |
| 24.0122j | 03/18/24 | 31226 | Bug | Sales Order | All line item tab:
- Fix issue on pagination for SOLine item list.
- Need to sort this tab to salesorder date descending order. | | |
| 24.0122j | 03/18/24 | 31187 | Bug | Shipping and Receving | Delivered> The Show All button is not working. | Orlando | |
| 24.0122j | 03/16/24 | 31150 | Bug | Purchase Order | RECEIVING PO via Auto-Ship
- We found orders that are updating the Qty Ship but not the status of the Order. Please check.
- With multiple line items, it sometimes updates the status of another line item when one line item is received from the PO. | Orlando
| |
| 24.0122j | 03/16/24 | 31219 | Bug | Sales Order - PO | Not being able to add a new item to an existing PO, using the Sales Order PO's Prebuild Summary | Orlando | |
| 24.0122j | 03/16/24 | 31086 | New Feature | QBO Sync | New Syncing buttons on PO and Payments forms.
- On the Last Synced field for the PO AP Bill, Invoice, Invoice Payments, SO payment, Customer, Vendor, Item put a Sync/Resync 'link' on the far right side of the field that when pressed will sync/resync. Then if there is a problem re-syncing because the QBO record is no longer there, then we can just clear out the QBO ID and start over and sync it again like it was being synced for the very first time.
- Note: If the SAVE button is RED or any other flag is in place to normally run the sync process, lets avoid syncing it again. - Invoice and Credit Memo (done) | IPC | |
| 24.0122i | 03/14/24 | 31214 | Bug | Shipping and Receiving | To Cancel/Restock screen. When 'Show All' is clicked, the gear icon appears and is running, but it is not showing the rest of the list.
| Orlando | |
| 24.0122i | 03/14/24 | 30760 | Bug | Log Out | - 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 | |
| 24.0122i | 03/13/24 | 31015 | Bug | QBO Sync | Item---> manually added stock(Via adjust Quantities in Stock)in 1place. those added stocks are not updated on QBO. | | |
| 24.0122i | 03/13/24 | 31007 | Bug | Item Detail | QBO Sync -->When the user made changes to the list price(Sales price) in QBO, those changes caused the list price to become 0 in 1place | ALL | |
| 24.0122i | 03/13/24 | 31194 | Bug | Credit Memo | When the user saves the CM, it shows QBO sync error "Missing QuickBooks Online Settings.". but the QBO settings are correct and connected. | | |
| 24.0122i | 03/13/24 | 31202 | Bug | QBO Sync | - Valiant Marketing, Invoices that were synced from QBO are missing bill to missing city state, and zipcode. Most ship to info are correct.
- Some imported invoices are missing their line items. Because of this issue, it cannot be resynced. | Vaillant | |
| 24.0122i | 03/12/24 | 31163 | Bug | Invoice | Payments > Unable to apply partial amount of the credit memo. It automatically applies the whole amount. | Reliable | |
| 24.0122i | 03/12/24 | 31059 | New Feature | QBO Sync Comparison | Make QBO Syncing Errors Log. | IPC | |
| 24.0122i | 03/11/24 | 31144 | Bug | Reports | Sales Order
- Duplicate report titles. | ASM | |
| 24.0122i | 03/11/24 | 31129 | Bug | Sales Order PO | (24.0122x) After adding items from SOPO screen to a PO the Item Descriptions are not carrying over to the PO. | Fitz | |
| 24.0122i | 03/07/24 | 31179 | Bug | PO Label | It should show the default bin of the item on the label. if there's none, we need to show the bin of the stock. | Impact | |
| 24.0122i | 03/07/24 | 31059 | New Feature | QBO Sync | QBO SYNC COMPARISON & LOGGING TOOLS. IMPROVE QBO SYNC COMPARISON screen.
- Add Go-Live Date and functionalities
- Combine the Sync Center, Sync Comparison, and Syncing Errors Log onto ONE tab with 3 sub tabs. | IPC | |
| 24.0122g | 03/05/24 | 31146 | Bug | Sales Order | Status > Some line items keep on reverting to To Print and Pick despite changing it repetitively. This is a huge fire for Orlando because they keep on Printing the same orders they already delivered and closed. | Orlando | |
| 24.0122f | 03/01/24 | 31140 | Bug | | (0122e) The order and Line-Item Statuses not working properly in dev and 03 server | ALL | |
| 24.0122e | 02/29/24 | 31099 | Bug | Sales Order | - After printing the sales order, click on Create Invoice, a popup 'No Item Selected. Do you want to DELETE this line' appears and requires you click yes or no. Even after clicking Yes, it does not delete any lines. This all happens before they can invoice the sales order.
- Fix issue notes:
We cannot re-create this issue. We will test it again after the 24.0122e version is updated on the live server. | Plastic | |
| 24.0122e | 02/29/24 | 31130 | New Feature | Purchase Order | - PRINTED PO Report on PO screen. Please REMOVE the SO# option from the optional settings for the HEADER. Then please ADD another line item option called SO#, TO THE LEFT of the QTY Ordered on the PO. | Fitz | |
| in Progress | 03/01/24 | 31059 | New Feature | QBO Sync Comparison | - Lets add a SELECT column on the far left side. (Start with the Invoices/CMs and Invoice Payments lists). Then add a Batch Actions buttons (like on Customers list) with option called: Re-Sync Selected. (Also if any are selected that do NOT have the SYNC checkbox selected already, please update those first to True and then loop (with progress bar) and sync all selected.
- Error Log Writing | IPC | |
| 24.0122e | 02/28/24 | 31059 | Bug | QBO Sync Comparison | - There are numerous rows that shows missing Invoice #s in the 1place column (that are actually IN 1place).
- Also those same show values of $0 in both columns. We need that data to be accurate.
- Lets add a Show ALL button on the QBO Sync screen and make sure that the CLOSE buttons do not get covered.
- Lets add a SELECT column on the far left side. (Start with the Invoices/CMs and Invoice Payments lists). Then add a Batch Actions buttons (like on Customers list) with option called: Re-Sync Selected. (Also if any are selected that do - NOT have the SYNC checkbox selected already, please update those first to True and then loop (with progress bar) and sync all selected.
- Invoice & Credits Payments: Add column for 1place Invoice/CM Date
- Change column name: OS Total to: 1place Total
- BUG: It is showing several rows with NULL value/Total for 1place that ARE in 1place (but the totals did not match).
- Filter the records based on user selected as soon as the selection is made.
- Show a progress bar to show the progress
- When completely done show: x Selected to Sync, x Synced Successfully, x Not Synced Successfully.
- Auto Refresh the screen when down syncing
- Add a (Select All) Checkbox.
- Have a drop down list with these values: All records, All records (Unmatched, un-intentional)
- Add a LOG to track syncing errors (see TASK ____) | IPC | |
| 24.0122e | 02/28/2024 | 31118 | | Sales Order | - When manually adding a new line on the sales order line item in backorder or with stock it gives a default status new. The correct process for manually adding lines when after the save and submit button is gone, it should assign To Print and Pick for those with stock and waiting to be purchased for the ones in BO.
- When creating invoice for items in backorder, the status gets deleted for the remaining items invoiced | Orlando / Impact | |
| 24.0122e | 02/28/2024 | 31072 | Bug | Invoice | INVOICING SALES ORDER WITH BACKORDER >When invoicing a SO with backorders, it does not include those items in backorder on the invoice. The older version include those to show to their customers that they have some orders pending. | Impact / Plastic | |
| 24.0122d | 02/23/24 | 31093 | Bug | Sales Order | Line Item > The sorting function not working. | Plastic | |
| 24.0122d | 02/22/2024 | 31090 | Bug | Reports | - Gross Amount grand TOTAL is incorrect. Please check other totals as well to make sure.
- Fix update: Total off by a penny. Nirmal to check. | IPC | |
| 24.0122d | 02/22/2024 | 31092 | Bug | Purchase Order | Shows an undefined error when trying to receive a PO or just editing the line item. | IPC | |
| 24.0122c | 02/20/24 | 31071 | Bug | Sales Order | - When they click Save and update status for orders with backorder, the status updates to Dispatch even if it's in backorder. Which leads to when receiving items from a PO and auto ships, the status of the order only updates to Waiting for Delivery from vendor.
- Also for orders with multiple lines, when one item is waiting to be purchased or waiting for delivery. The general status of the order should be on that status.
| Impact | |
| 24.0122c | 02/20/24 | 31087 | Bug | Invoice | Another rounding error. | | |
| | | | | | | | |
| | | | | | | | |
| 24.0122c | 02/16/24 | 31065 | New
| Sales Order | Sales Order Print Documents
- Add the other print documents to the new server. Like Packing Slip (by Bin) and (by Item) to fix the issue on the duplicate line items. | | |
| 24.0122c | 02/16/24 | 31067 | Bug | Packing Slip | Printing the packing slip print out of sequence order. It should show the same way as it is ordered in the line item screen.
| Plastic | |
| 24.0122c | 02/15/24 | 31056 | Bug | Replenish Stock | REPLENISH STOCK SCREEN > MIN/MAX > Undefined Error.
| ALL | |
| 24.0122c | 02/14/24 | 31038 | Bug | Item Details | List Price, OEM Price should display amount/ values up to sales decimal setting | | |
| 24.0122c | 02/14/24 | 31046 | Bug | ALL | When LOGOUT getting an error. | ALL | |
| 24.0122c | 02/14/24 | 31026 | Bug | Sales Order | When invoicing Sales Order from the dispatch screen or the sales order the status disappears.
When invoicing the sales orders from the dispatch screen, an undefined error appears and did not load the google maps
The X or delete icons are missing.
| ALL | |
| 24.0122c | 02/14/24 | 31020 | New Feature | QBO Sync | We need a way to Programically MASS DELETE ALL Invoices in IPCs QBO FROM 12/31/23 and BACKARDS (*** WE MUST NOT DELETE ANY Invoices or Credits dated 1/1/24 or newer). | IPC | |
| 24.0122c | 02/13/24 | 31045 |
| Credit Memo | Print out template (Credit Memo and Credit Memo 2): List Price, Net Price, Line Total, Amount (payment details) should have a $ sign and a comma in every after 3 number. | Reliable | |
| 24.0122c | 02/12/2024 | 31042 | Bug | Reports | BROKEN INVOICES/CM Reports. | IPC | |
| 24.0122c | 02/07/24 | 30400 | Bug | Shipping and Receiving | Undefined error on the latest version (24.0122)
(QUALITY) SHIP/REC Screen, additional issues slowing down their end of day dispatching. | Quality | |
| 24.0122c | 02/07/24 | 30534 | Bug | Delivery Date | If we change the shipped via, the delivery fee will be changed; after that, if we change the delivery date, the delivery fee will revert to its original value. | Quality | |
| 24.0122c | 02/07/24 | 30983 | Bug | Reports | Sales order -->When the user runs a sales order report, duplicate values appear based on the invoice and credit memo. | | |
| 24.0122c | 02/06/24 | 31008 | Bug | Settings | Shipped via-->"Save" button are not working on the "We make deliveries on" dropdown. while selecting the option should change to red. | ALL | |
| 24.0122b | 02/01/24 | 30922 |
| | When printing 2 copies it is not Collating the copies. (Example: If there are 5 invoices, it needs to print Invoice 1, then Invoice 2, etc... then start over and print them all a
gain for the 2nd batch.. This way the dispatcher can HAND the 1st stack to the driver and the 2nd stack to the office personnel without have to separate all of the copies into 2 separate stacks).
(In-Progress)Final popup screen to select the Printers needs to REMEMBER the user selections.
(Done)Disable the PRINT button.
(Done)On the form with Drivers, add more details to Status of what is going on. Send detailed list of all code processes to Steve so he can help come up with more statuses to show the user.
(Done)Add a button to bottom of Batch Printing form called Refresh which will unlock the buttons that got disabled. (Be sure to disable the green print button when first pressed).
Script For Updating Stock Transfer :
(Done)Ship order type
(Need To Test) Trans ship order. | | |
| 24.0122b | 02/01/24 | 30947 | Bug | Reports | Invoice/Credits - by Customer (OPEN) > Report has all the details on preview. But when is sent via email, the received copy does not match the preview. The details are gone. | IPC | |
| 24.0122b | 02/01/24 | 30946 | Bug | Sales Order | Audit log > When 'next' is clicked, it does not show or move to the next page | Reliable | |
| 24.0122b | 01/29/24 | 30969 | Bug | SO, Invoice, CM | Sales order/Invoice/Credit memo -->Line item 2 -->The default date of 01/01/2001 is being displayed in the 'date delivered' field. | ALL | |
| 24.0122b | 01/30/24 | 30954 | Bug | Import Wizard | Please import customer tax code data for IPC. Import Wizard for Customer does not have a field for customer tax code. Please request file from Mark. | IPC | |
| 24.0122b | 01/29/24 | 30965 | Bug | Reports | - Loading Spinner does not disappear
- Email -> When Entering new mail in To mail, Restricting the User to choose only from the List
| IPC | |
| 24.0122b | 01/29/24 | 30960 | Bug | Sales Order | The sales order line item and header status appear incorrect when edited. | ALL | |
| 24.0122b | 01/29/24 | 30963 | Bug | Credit Memo | When a user creates a credit memo from an invoice, the "To be returned" values are 0, but the line total updates. | ALL | |
| 24.0122b | 01/29/24 | 30958 | Bug | Find Parts | When a user is on the manual tax code calculation method. but if the user clicks on the "calculate tax" button shows a zip code-based tax popup. We should restrict that button. | ALL | |
| 24.0122b | 01/30/24 | 30937 | Bug | Sales Order / Quote | SO/Quote -->If the user enters an order quantity of 0,
then the Purchase Order checkbox should be unchecked.".
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| 24.0122a | 01/25/24 | 30948 | Bug | Reports | Purchase Order Report > Data shows under wrong column.
| Impact | |
| 24.0122a | 01/25/24 | 30168 | Bug | Labels | On the Shipping and receiving screen (If have 2 diff part # in the SAME BIN LOCATION. If Have item GM and item CH in the same bin location...Combined doesn't print those in the proper order. (Report and Labels need to PRINT IN EXACT SAME SORT ORDER: Bin, Item#, SO#) >The labels should be sorted in alphabetical order by bin | Quality | |
| 24.0122a | 01/24/24 | 30942 | Bug | Credit Memo | When returning 1 part out of 3 items on an invoice it created an empty Credit memo. It did not bring over the selected item to return. | Quality | |
| 24.0122a | 01/24/24 | 30943 | Bug | Shipping and Receiving | To Print and Pick > The Combined Printing ticket on the 24.0102b is stuck on loading. | Quality | |
| 24.0122a | 01/24/24 | 30944 | Bug | Sales Order | SALES ORDER STATUES:
When manually changing the statuses on the line item, it reverts back to old status. | Quality | |
| 24.0122a | 01/24/24 | 30945 | Bug | Shipping and Receiving | When the user navigates to the dispatch screen, the page shows blank and they are unable to proceed. | ALL | |
| 24.0122a | 01/24/24 | 30939 | Bug | Credit Memo | When a credit memo is deleted from the detail screen, the navigation takes the user to the older credit memo list screen instead of the invoice/credit memo list screen. | | |
| 24.0122a | 01/24/24 | 30367 | Bug | Sales Transactions | All transaction--> delete--> "Reason for delete" popup not working properly. | ALL | |
| 24.0122a | 01/24/24 | 30924 | Bug | | TRIPLE CHECK TO MAKE ALL AREAS OF SYSTEM DOES NOT ALLOW INCORRECT PRICES AND/OR DISPAY COSTS IF USER DOES NOT HAVE PERMISSION.
1-->User cannot view Costs, Markup%, and Gross Profit (GP) % (Changed)
2--> Find Parts -> COST, Markup and GP% (Removed)
3--> Item Details -> Dashboard -> Profit Details section (Removed)
4--> Item Details -> Stock -> Cost, Additional Cost (Removed)
5--> Item Details -> Vendor-> Vendor Cost (Removed)
6-->Others (Pending) | Quality | |
| 24.0122b | 01/23/24 | 30941 | Bug | Sales Order | Shipped via --> When updating a shipped via on SO, a popup appears asking if the user wants to update the delivery fee. However, the tab and enter functions are not working. | | |
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| To be fixed in later version | | | | | Sales order --> Shipped via --> When updating a
shipped via on SO, a popup appears asking if the user wants to update the
delivery fee. However, the tab and enter functions are not working. | | |
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| | 04/01/24 | 31282 | | Sales Order | The Sales order header and line item status do not update properly when a partial quantity is received from the PO. | | |
| | 04/01/24 | 31281 | | Sales Order | Status Issues > When a user adds four line items to a sales order, and three of those items do not have enough stock, while one does, we move the status of the item with enough stock to the Shipping & Receiving screen. This alters the status of the sales order header from "waiting to be purchased" to "dispatched". | | |
| | 03/26/24 | 31263 | Bug | Sales Order | SO --> Invoice-->Gross margin values are not being fetched into the invoice. Sales order gross margins are shown, but the invoice GM field is empty. | | |
| | 03/26/24 | 31262 | Bug | Sales Order PO | Unable to select Vendors from the dropdown list. | | |
| | 03/26/24 | 31261 | Bug | Invoice | Credit Memo Issue > When importing a credit memo for a customer with an unapplied amount and a partial payment made on an invoice, the changes are not updated on the apply credit table, and the entire credit memo total is still shown. | | |
| | 03/26/24 | 31260 | Bug | Invoice | - Unable to create a credit memo for non-payment invoices. A pop-up appears and when the user clicks "Yes", it does not allow to create a credit memo.
- There seems to be an issue with the auto-fetching values icon on the credit table application. It is not functioning properly.
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| | 03/26/24 | 31259 | Bug | Credit Memo | The newly added Credit Memo's customer credit is not shown in the invoice payments. | | |
| | 03/14/24 | 31220 | Bug | Purchase Order | Restrict the "Backorder PO" button when the user receives all the line items on PO. | | |
| | 03/14/24 | 31221 | Bug | Replenish Stock | Intercompany transfer --> When the user selects additional criteria, they receive an undefined error message. | | |
| | 03/14/24 | 31222 | Bug | Customer | When creating a transaction, the customer's tax code keeps changing. To remove the existing tax code on the customer. | IPC | |
| | 03/14/24 | 31223 | Bug | Tax Codes | Settings-->When the user changes the "tax code creation method" in settings, an undefined error is displayed. | | |
| | 03/14/24 | 31224 | Bug | Log Out | When the user signs out, they are redirected to a blank page instead of the sign-in page.. | | |
| | 03/14/24 | 31225 | Bug | Sales Order | When a user adds a line item and closes the SO without saving the header and list status is not updated. | | |
| | 03/12/24 | 31210 | Bug | Purchase Order | List and special order margin values are not updating properly on line items. | | |
| | 03/12/24 | 31210 | Bug | Catalog Management | When the user creates an item from the 'Manage Catalog' section, the pricing category is not being fetched. | | |
| 03/12/24 | 31209 | New Feature | Invoice | payments--> QBO sync check-boxes are not updated automatically when making a partial payment using apply for customer credit on an invoice. | | |
| | 03/12/24 | 31208 | New Feature | Sales Order | Allow to add and save Qty Rtn. before adding Qty order & Qty ship enter on line items. | | |
| | 03/12/24 | 31207 | Bug | Sales Order | Header status is not updated properly while creating SOBO. It is currently displaying as 'waiting to be purchased' instead of 'moved to backorder'. | | |
| | 02/21/24 | 31098 | Bug | Replenish Stock | 24.0122c PAST SALES HISTORY >Giving incorrect Qty Needed. Items with backorders are not appearing on the table. Examples are sent in GC. | Fitz | |
| | 02/21/24 | 31094 | Bug | Sales Order | 24.0122c SO Status >After splitting the item with a backorder, all line items are in To Print and Pick. Clicked save and submit, the line item with backorder did not update to Waiting to be purchased. | Fitz | |
| | 02/23/24 | 31112 | Bug | Shipping and Receiving | (24.0122c) and d version SHIPPING AND RECEIVING SCREEN >Stuck on loading screen. | TipTop | |
| | 02/29/24 | 31133 | Bug | Find Parts | SPLIT LINE ITEM PROMPT > Find part screen >Enter partially available stocks to an item > Create Quotes Not working on the 24.0122d. | Orlando | |
| | 02/13/24 | 31049 | Bug | Purchase Order | PO BO-->We should disable the "Backorder PO" button once all the line items have been received. | ALL | |
| | 02/13/24 | 31051 | Bug | Sales Order | SO PO --> When creating a purchase order from a sales order and receiving the entire order, select "no" on the auto-ship item popup. If the user tries to ship the quantity partially but is unable to ship while having stock. | ALL | |
| | 02/13/24 | 31052 | Bug | Purchase Order | The "Auto link sales order" feature is not functioning properly. | ALL | |
| | 02/13/24 | 31053 | Bug | Sales Order | When the user enters a quantity of 0 while adding an item, the status changes from "New" to "To print & pick". It is not possible to change the status to empty values. | ALL | |
| | 02/14/24 | 31060 | Bug | Sales Order | Cannot properly Delete Sales Order. Encountered 3 issues. --The Invoice # was still in the Invoice # field, even after it had been deleted. --When trying to delete the Sales Order it gave popup error: 'Could NOT delete Sales Order because it has 1 or more line items that are shipped.' (It's supposed to just unship them and put them back in stock and delete the Sales Order after the user types YES to confirm. --After getting the error above I clicked on the Close button (i think...) and then I got a popup that is related to the new Mass Delete form PK created to help mass delete Invoices from QBO for IPC. The message reads: TITLE: Mass Delete Invoices from QuickBooks Online? Message: This will delete ALL of the transactions in QuickBooks Online (for the Transaction Type selected) in the date range you selected. Do you want to Continue? | IPC | |
| | 02/16/24 | 31073 | Bug | Credit Memo | User unchecks the 'To Sync' button, the button turns red. But if mouse pointer hovers over the save button, it turns blue immediately even if user does not click yet. If you click the save button, and refresh, the 'to sync' button is still checked because it did not save properly. | IPC | |
| | 02/19/24 | 31083 | Bug | Sales Order | Freight charges-->User creates multiple sales orders with the same date and freight charges are applied. | ALL | |
| | 02/19/24 | 31084 | Bug | Invoice | Payments--> Unable to apply partial customer credit on invoice payments. If the user enters a partial amount, the full amount will be applied automatically. | ALL | |
| | 02/19/24 | 31085 | Bug | Sales Order | When the user receives a Quantity from a Purchase Order using an auto-ship function, the line item statuses are not updated properly. | ALL | |
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| | | 31198 | Bug | Credit Memo | 0122i > Allow to creation of a credit memo for unshipped item from invoice. | | |
| | | 31199 | Bug | Sales Order | 0122i > We should restrict adding a line item, after creating an invoice & SOBO from SO. | | |
| | | 31195 | Bug | QBO Sync Center | 0122i > When the user clicks "Turn On QuickBooks Online (QBO) syncing" checkbox. it shows undefined error to the user. | | |
| | | 31194 | Bug | Credit Memo | 0122i > When the user saves the CM,it shows QBO sync error "Missing QuickBooks Online Settings.". but the QBO settings are correct and connected. | | |
| | | 31196 | Bug | Sales Order | 0122i > Added Inventory items bin and location are not update properly in line items. | | |
| | | 31082 | Bug | Purchase Order | Purchase order special order --> When the user tries to run the report for PO special orders, the page hangs and doesn't respond.
Purchase order -->When the user clicks on the send email icon for a purchase order, an undefined error is displayed
PO -->Add a $ symbol before the prices in the PO Amount field.
PO -->When the user clicks on the 'PO date' header column for sorting, the page hangs and does not respond.
Purchase orders special orders reports are not displayed based on vendors related to special types.
Po -->The purchase order (PO) field was not updated with a value during PDF export. | | |
| | 02/05/24 | 30779 | Bug | Find Parts | SO -->SOBO-->When the user alters a Qty order Net Price and Unit price back into item list price. | ALL | |
| | 02/05/24 | 31009 | Bug | Item Detail | Adjusts Quantities in Stock--> the last added cost will be shown by default in the "On Cost" field." | ALL | |
| | 02/05/24 | 31006 | Bug | User Security | Empty lines in the default user security group table are shown without security level, screen name, and screen category. | ALL | |
| | 01/29/24 | 30982 | Bug | Reports | Item--> Issues
- The "INVENTORY COUNT SHEET (BY CATEGORY / SUBCATEGORY WITH FIXED BIN LOCATIONS)" report displays items without bin locations.
- The "INVENTORY COUNT SHEET BY BIN LOCATIONS" report is showing values without bin locations.
- The "INVENTORY COUNT SHEET BY BIN LOCATIONS" report displays "SERVICE" and "NON INVENTORY" type items on the inventory report.
- The "INVENTORY VALUATION - CURRENT (CATEGORY / SUB-CATEGORY)" report is showing invalid data.. | ALL | |
| | 01/29/24 | 30981 | | All Trasactions | On manual tax code, when manually selecting a different Ship to customer after Bill to customer, the tax code that was manually added is removed and replaced by a zip code-based tax code | ALL | |
| | 01/29/24 | 30970 | Bug | Sales Order | Sales order -->When a user makes edits or deletions to existing sales orders, the header status is not updated correctly.
| ALL | |
| | 01/24/24 | 30962 | Bug | Purchse Orders | Online item spec order price, additional cost, and duty field not working on the purchase order.
| ALL | |
| | 01/26/24 | 30959 | Bug | Find Parts | Unable to add net price and discount simultaneously. If the user adds values on both fields, net price goes back to zero. | ALL
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| | 01/23/24 | 30933 | Bug | Customer | add new-->In one source, payment methods added by customers do not reflect in QBO after syncing. | ALL | |
| | 01/23/24 | 30933 | Bug | Purchase Order | QuickBooks --> when the user creates a PO(QBO) and bill as Paid. After syncing with OneSource those bills and Qty received not update properly. | ALL | |
| | 01/24/24 | 30937? | Bug | Sales Order and Quote | If the user enters an order quantity of 0, then the Purchase Order checkbox should be unchecked. | ALL | |
| | 01/24/24 | 30938 | Bug | Sales Order | When the user adds an item and enters a quantity of 0, the status changes from "New" to "To print & pick". We should not allow the status to be changed to empty values. | ALL | |
| | 01/24/24 | 30940 | Bug | Item Details | Stock tab-->When trying to adjust quantities in the Stock tab, the Tab and Enter functions do not work for the Additional Cost, Bin, and Lot/Serial Num columns. | ALL | |
