|
Date |
Task # |
========
Type
======== |
Screen
(or Report Name) |
Description |
Requested by
Customer |
Links to Additional Info |
|
02/21/25 |
32192 |
Bug |
Purchase Order |
PURCHASE ORDER: When user click Recalculate button weight is not calculated. |
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02/21/25 |
30808 |
Bug |
Reports |
Exception Report - Sales Order Item Price Changes: Shows error while running. |
Quality
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02/21/25 |
32197 |
New |
Printing |
Add the time when a document was printed on All Document Print outs. |
APS |
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02/20/25 |
32193 |
Bug |
Shipping and Receiving |
Not showing the correct values based on the status.
|
Quickfit |
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02/20/25 |
32191 |
Bug |
Purchase Order List |
PO List - When sorting the column for the Vendor Number an undefined error pops up.
PO List - Vendor Number Column should be named as Vendor Name. Vendor number is different. |
Quickfit |
|
|
02/19/25 |
32062 |
New |
Sales Order |
When the Qty Shipped is changed, check to see if the Lot Tracking true/false option on item is checked. If so, then POPUP a screen showing the Receipts in stock and allow the user to select WHICH receipt will be taken out of stock, rather than just taking First In First Out. |
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2/18/25 |
32227 |
|
Reports |
When reports module is clicked , the sales order module is duplicated in the list. Similar issue occured in other companies in other modules. |
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2/18/25 |
31873 |
Bug |
Credit Memo |
Credit Memo > Payment Info > Give Cash Back or Apply Credit:
--Even when the date chosen is greater than the Invoice date, it still gives the date validation error. Example: The Invoice was created on 10/14/2024. Date on the payment date is 10/15/2024.
--If the payment date was changed to 10/16/2024, the date on the "Date Paid" field still shows as 10/15/2024.
--"Last Synced" field is not showing properly on the Payments Screen
--"Give Refund" button is still working even without choosing any Payment Type of Refund. Also, I can still process a refund even after giving a full refund to the order.
--Action(x) is not functioning |
Quickfit |
|
|
2/18/25 |
32224 |
Bug |
Import Wizard |
Customer List > Update Wizard > The file was imported successfully,
but some data (City) were not updated based on the file. |
Express NH |
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|
2/18/25 |
32194 |
Bug |
Settings |
User Settings >Edit User >Module Security:
Look for Invoices and uncheck the Edit box. >It restricts the user to access the Invoice screen. This should only restrict user to edit any info on the invoice and still show the invoice form. (Same applied to all Edit checkbox settings) |
Orlando |
|
|
02/17/25 |
32218 |
Update |
Invoice Detail |
Receive/Edit Payments > Add new Card
Instead of a pop up message, the system should highlight the missing field so the user will know they forgot one of the details and they can properly store and save the credit card on file. |
|
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|
02/17/25 |
32217 |
Update |
Customer Detail |
CREDIT CARD TAB
When you add a new credit card and click the SAVE and SYNC button, it makes a copy of the other cards on file. Which shouldn't be happening.
Also, remove the space on "Master Card" should be "Mastercard". Automatically add a / symbol when a user types the expiration date on the field.
Also, do not allow the user to save the credit card if it is missing any details, I tried adding a card with just 6 digits and it was still saved instead of prompting the user to enter the whole credit card number. (most credit cards has 15-19 digits number) |
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02/17/25 |
32216 |
Bug |
Customer Detail |
CREDIT CARD TAB and Invoice Screen > PAYMENT SCREEN
When I use an existing card added thru the credit card tab on the customer detail screen to pay for an invoice, it does not work and error says invalid card number.
Tried adding the same card thru the ADD NEW CARD button on edit/receive payment screen and it worked fine. |
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|
|
02/17/25 |
32198 |
Bug |
Reports |
INVOICES/CREDITS PAYMENT DETAILS
--Allow user to Group by = None
--Sort by Invoice Number
--After report is generated, when user clicks the Invoice Number header, it does not sort the records. Pls fix
--Please put in newest branch version 25.0212 |
APS |
|
|
02/17/25 |
32150 |
Update |
Reports |
Invoice/CM
--Group by = None
--Cannot Download to Excel File
--Cannot Print when clicking the Print button
--Must correctly show all the fields/columns from the report
--Must be sorted according to the sort option selected before generating the report.
--When user downloads to PDF, the sorting is default to Customer name. Please sort according to the sort option selected before generating the report. |
APS |
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02/17/25 |
32220 |
Bug |
Import Wizard |
Encountered errors uploading files for Item stocks, item vendors and catalog. |
Proparts |
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02/17/25 |
32192 |
Bug |
Purchase Order |
The Recalculate button is not saving the values on the PO even when clicking save. Once the page is refreshed, the values are removed.
(WE DID NOT MAKE ANY SAVE FUNCTION RELATED ON THIS.)
When the CuSqFeet is selected to show on Line 2, it does not show the correct CuSqFeet based on the Vendor Item #. It only shows 0.
If a PO has a lot of line items, the page loads, and will not work properly even when opening a new tab. |
Quickfit |
|
|
02/17/25 |
32188 |
Update |
Item Catalog |
1d. DEFINE how the Item Description will be created. - When choosing option 1: Make Model Year Range - Partslink Description (Name) (Partslink Variables), it still shows the description based on option 2 format.
Example:
AC1000101 - Front bumper cover (LS; prime) 1993-1994 ACURA VIGOR
Some Partslink Items are showing the wrong year range. Instead of 12-17, it shows as 12-14. |
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02/17/25 |
32179 |
Bug |
Customer List |
Exported file for customers (Express), the discount percentage shows more than 2 decimals |
Express NH |
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02/14/25 |
32102 |
Update |
Printing |
Printing Options: Need to disable Printing Option settings to all transaction forms. |
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02/14/25 |
32202 |
Update |
Customer Portal |
Customer Portal users should not be able to edit the Transaction info on Quotation Example: Date, Entered By, Payment Terms, Sales Rep, Order Source, Shipped Via and Job ID. Except for Customer PO #, Contact and Email fields.
On the Line items table, these fields should also not be editable by users:
Expiration Date
Warehouse
Description
Discount |
|
|
|
02/14/25 |
32175 |
Bug |
Reports |
Invoices/Credits The following Reports have issues where once you download the file either to PDF/Excel, the webpage would either freeze or send you to a different web page where it will have a webpage error message: INVOICES / CREDITS BY CUSTOMER AND ITEM VENDOR (Excel) INVOICES / CREDITS BY MONTH (TOTALS) (Excel) INVOICES / CREDITS BY TYPE (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (ALPHA) (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (BEST TO WORST) (PDF) |
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02/13/25 |
32201 |
Bug |
Customer Portal |
Customer Portal > Find Parts: After adding an item you want to add to your shopping cart using the right arrow button, and then when the user reduce the quantity to buy using the left arrow button to Zero, the shopping cart keeps the item with quantity of 1, even though it should be removed already since the Qty to buy is 0 already. |
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02/13/25 |
32122 |
Bug |
Credit Memo |
ADDITIONAL COST FOR RETURNED PARTS FROM CREDIT MEMOS >When returning parts from the Credit memo to stocks, the additional costs for the returned part gets wiped out/zeroes out.
REPORTS >INVOICE/CREDITS REPORT >When running the report with a CM with unreturned parts, it shows the amount for the additional cost and when the item is returned to stock, the additional cost gets wiped out.
Need to double check and update the Returned CM that have additional cost wiped out from Jan 1, 2025 till present date to correct the error. |
Orlando |
|
|
02/13/25 |
32204 |
Bug |
Shipping and Receiving |
PENDING/ FUTURE DELIVERY:
The Future delivery screen should have the features we used to have for Quality. We need to restore it back. |
Quality |
|
|
02/13/25 |
32206 |
Bug |
Sales Order PO |
SOPO>PO:
When creating PO from the SOPO screen, it only opens a blank tab.
When opening POs, it directs to blank tabs. |
TipTop |
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02/12/25 |
32226 |
Bug |
Receive Payments |
Worked in the issue where the Customers are not shown when the open invoices customer is selected. |
|
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|
02/12/25 |
32225 |
Update |
Settings |
In Sales > General Sales Settings > Payment Terms table -only the Payment Term Name, # of Days, # Days for Discount, Discount percent is shown and updated. |
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|
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02/12/25 |
32196 |
Bug |
Manifest |
Showing duplicate orders on the list. |
|
|
|
02/12/25 |
32187 |
Update |
Receive Payments |
--Change the title Payment Reference # to CK#/CC#
--Add a new field below called Authorization # this is the same Authorization # field in the Payments Info tab on the Invoice/CM detail screen. |
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