EditGeneral
G.MS.10.24.07.1- Edit mode needs gray boxes, each list view needs Edit if Write permissions exist.
G.MS.10.24.07.2- Invoice and oders need to print via Crystal reports.
Jan 1G.MS.11.19.07.2.- We need a process to test. All New Open orders should list in Open Orders, Branch Status, My Orders. They should be accessable and changable in Order maint. All Status complete orders should be accessable in Order Maint, Branch status, and Open Orders. Undelivered proofs should list all orders that has the checkbox unselected for proof of delevery. New- cannot bill an order with an undelivered proof. Order reprint is simply a rerpint of the order by order number. When an order is closed an billed it can be looked up via Order maint, but not changed. It should list in Closed Orders, by search. In closed orders give the ability to reprint the Proof, order and Invoice.
EditCompany Maint
A.CM.11.19.07.1- Need an area to set Order Activation Limit in Minutes and Order Status Update limit in minutes. Use these to enforce new orders. For example if set at 30 minutes the order would turn yellow on the Branch Status board and My orders if not accepted in that period. Same with new ststus updates. 11.20.07 Create this in Product Codes, it is based on Service Level for each Base Product. Need Activation Time and Status Time for each. Joe
EditProgram Authorizations (security)
A.PA.10.24.07.1- Errors with sitemap error when updating/permissions problems -
Dec 18
EditProof Codes
A.PC.11.5.07.1- Proof code search in the branch status and order maint is not working right. December 15
A.PC.12.13.07.1- Make sure the pages length is controlled.
EditEmail Forms
A.EF.10.24.07.2- Keep track of all emails sent (see activity below) January 1
EditCustomer Maintenance
All Customer Updates - Due Date January 1
C.CM.10.24.07.5- Force credit limit and show credit warning
C.CM.10.24.07.10- Notes pager has no numbers
C.CM.10.24.07.11- Billing tab pagers have no numbers in the dropdowns
C.CM.10.24.07.13- Next and Previous do not work on the Notes and users tabs. Still does not work, refreshes to first tab.
C.CM.10.24.07.15- Next on pager listview does not work. Click next to go to higher than 3 pages.
C.CM.10.29.07.16- Under Credit tab, missing flag for Credit Check. Should be a Dropdown. Always Pass, Check, Always Fail.
C.CM.10.29.07.17- Under credit tab, sort the terms by name.
C.CM.10.29.07.18- Add tab for reverse third party. So if 100000 selects 10440 for third party billing it would be nice to see that under 10440 as well. NOt sure if it should be a tab or lsited on the billing page somewhere.
C.CU.11.19.07.1- need ability to delete customers. Should check to see if they have order history. If not delete them, if so deactivate them. - errored on testing
C.CU.12.14.07.1- Add in new fields from Customer Portal
EditCustomer users
All Customer Users - Due Date January 1
C.CU.10.24.07.2- no info panel update.
C.CU.11.19.07.1- need to be able to deactivate. If the customer is decativated, it should ddeactivate all users.
C.CU.11.19.07.2- need activation date. Also need deactivated date.
C.CU.12.13.07.1- Add in new fields from Customer portal
EditNew Work Order
O.NO.10.24.07.9- Need to add jurisdiction on the fly, like contacts. Customer Portal creates a temporary court code for legalsuite to approve and add to the court maint table send notification to an admin keep track of which case the proposed court belongs to Jan 1
O.NO.10.24.07.11- Add product chosen price somewhere on the page, large. Simply place the price on the page. See Greg
O.NO.11.19.07.6- New order is missing credit limit at the top right.
O.NO.11.19.07.11- Big change- On Serves where we add addiotnal parties to Serve, move the button from the print page to one page before. Put along side Submit order. Title Add Additional Party. When chosenSubmit the order but skip the print page. They would like the print page to show up when the process is complete and list all the orders in this format, woth a print button for each (see me will not format correctly in wiki):
Order# Type
Date Service Level
Branch Phone
Employee Fax
Affiliate Print Receipt
All New Order print pages should look like this. December 15
O.NO.11.19.07.13- Serve- In all order screens move Party to Serve, Address to Serve, Special Details and View All to their own tabs. Link at the bottom of each tab moving user to the next tab. Remove "View All" for new orders. December 15
EditPrinting
O.PR.11.30.07.1- Customer Portal completes order, prints this receipt, html ok, for all orders. Receipt is also emailed as text to Customer Portal User. Have ability to reprint in the "Print Tab" of the customer portal, will print html on greyed out screen with option to close.
Please click here for example of Customer Receipt. December 15O.PR.11.30.07.1- Routing Pages, Customer Portal prints with receipt only if "Upload" not chosen for "Sent Via". (If upload chosen, only receipt prints) Print 1 routing page for each document completed on order. Have ability to reprint in the "Print Tab" of both Customer Portal and Legal Suite.
Please click here for example of Routing page December 15O.PR.11.30.07.4- Confirmation Page, Send attached to completed email, as face page with completed scanned documents to customer when uploaded. When customer or legalsutie reprints completed pages from Print Tab of Work Order Details, this confirmation page prints as first page.
Please click here for example of Confirmation Page. (Bar Code may not be needed)
December 15
File, Completed Documents are named "Conformed Copies"
Serve, Completed Documents are named "Proof Of Service"
Research, Completed Documents are named "Copies Obtained"
EditOrder Reprint
O.OR.10.24.07.1- reprint does not work December 1
EditBranch Status Board
O.BS.12.17.07.1- Search Section needs to be separated if possible. Looks blended with the new orders.
O.BS.12.17.07.2- Bottom section has a name "Active Orders" Name top section "Incoming Orders"
O.BS.12.17.07.3- Assigned To: Dropdown should list "All Employees" and "Affiliates Assigned to Branch Assigned" December 17
O.BS.10.24.07.1- Add a locations tab for map to the Court or Serve. On Serves, add a link next to the address to serve.
O.BS.10.24.07.5- Tabbing does not work on close order, should be blank to start. Submission should not accept blanks. Unacceptable. December 15
O.BS.10.24.07.6- Not focused in the first box when closing.
O.BS.11.19.07.2-Change the title of the top Status to Rec'vd for how document are received. Somethign ahs to be selected during the order process. wc, need to confirm if Document is require for File, Serve and Research?
File, documents required, yes.
Serve, documents required, yes.
Research, documents section removed, Not Requred. "Add "Online" to Rec'vd column on Branch Status Board.
If "Upload" is chosen at documents, show as "Online" in the Rec'vd column on the Branch Status Board.
December 15
EditProofs undelivered
O.PU.10.24.07.1- proof of service reprint does not work (need to add company id to data table)
EditInvoice Printing
B.IP.11.02.07.1- Print speed is an issue when printing many. Test 10 invoices. Suggestions?
EditCustomer AR Inquiry
A.ARI.10.24.07.2- Page needs to be shorter.Not correct the whole header needs to be moved to the side.
A.ARI.10.24.07.3- Can't change customers once one is selected
A.ARI.10.24.07.5- credit attention and credit check are both missing info
A.ARI.10.24.07.7- create AR table to the right - see Greg then remove whole section
A.ARI.10.24.07.8- Notes need to be invoiced dependant not customer dependant
A.ARI.10.24.07.10- Hyperlink to the invoice.
A.ARI.11.02.07.1- The date at the top should be empty. Show all by default. Right now nothing is showing and date does not work.
A.ARI.11.10.07.1- Invoice due date in columns incorrect.
EditVendors
A.VEN.10.24.07.1- All 3 programs need to look and function the same as customer area. That means the area above the tabs. And tighten the names closer to the titles. We have this problem in many places.
A.VEN.10.24.07.2- All 3 need all fields tested.
A.VEN.10.24.07.3- Info panels on updates
A.VEN.10.24.07.6- Save button is missing on Key info - valuelabs are changing the button path in the backend
A.VEN.10.24.07.8- Add note expiration and start to columns
A.VEN.10.24.07.9- Add notes tab to display tabs.
A.VEN.10.24.07.10- Add Contacts tab to display contacts. Can we also show affiliates in here? Yes, show Affiliates here.
A.VEN.11.02.07.1- Vendor/Affiliate Payments. We need to auto assign payments to orders. Rename "Orders" to "Type". Currently there are 2 types. Allow us to add types in utilities or codes. General and Affiliate, check boxes are fine. If affiliate is chosen we need to drop down a Add feature, similar to adding address, documents, status. This time we add "Product Codes", Job Type, Service Level, Vendor Amount, Multi Completed same Date, same time (check box for both) Vendor amount. Example: File, Same Day, $15.00, Multi Completed Same Date, $5.00. Example: Serve, Standard, $15.00, Multi Completed Same Date, Multi Completed Same Time, $5.00.
A.Ven.11.02.07.2- Vendor Invoice Approval, when approving vendor payment have option to enter vendor invoice, vendor invoice amount. If amount invoiced does not match amount auto paid, do not allow payment. Print daily report showing all vendor payments not approved. Most of this is alread there, Greg showed me on my vist. Columns, Work Order#, case #, Vendor Invoice #, Vendor Invoice Amount, Vendor Auto Pay, Amount Billed. Only allow checkbox for manuel approval at Management level.
EditUsers
January 1 for all user information
U.USR.10.30.07.1- As discussed in 11.30 meeting needed flow for both User pages. Please see attached notes that show flow for both pages. Send email if you have questions.
U.USR.10.24.07.1- Vendor info needs to be for users as well, if Vendor chosen from drop down.
U.USR.11.02.07.1- Move Vendor Drop Down from Other info to the top right above "Branch". Move active to the far right. If vendor is chosen populate address, phone, fax and email fields.
U.USR.11.02.07.2- Increase Registration Number to 15 Characters
U.USR.11.02.07.2- Affiliate expiration date does not work.
U.USR.11.02.07.3- Business Info, Move the following to Vendor Maintenance, Key Info, "Business License", Commission %, Signed Contract w/upload. I9 (rename to W9) w/upload. Start and End date can move to other info.
EditSales Analysis
R.SA.10.24.07.1- Sales analysis reports errors
R.SA.10.24.07.1- Need to be able to save the reports.
EditDocument Management
D.DM.10.24.07.1- Document management system needs to be plugged in, need to revamp again.
EditProduct codes
P.PRSRM.11.06.07.1- Cannot delete or deactivate a product. DISCUSSION FIRST. - are deactivating and removing from list, wanted to discuss deletion
P.PRSRM.11.19.07.2- Website item check box should remove item from customer portal.
EditDiscount codes
P.DC.10.24.07.1- need to test to make sure discout applies
P.DC.10.24.07.1- There should be a discount on invoice as well.
EditPromotion Code
P.PC.10.24.07.1- Need to make sure the pricing changes.
EditSpecial Pricing
P.SP.10.24.07.1- tabbing from customer field should give customer name
P.SP.10.24.07.1- tabbing from product should give product name
The items above work, but there is a js error when using popup window search, also want to focus on next tab if number is found. Dhana needs to style.
P.SP.10.24.07.1- panel info update
P.SP.10.24.07.1- Please make sure the customer is billed this amount if a product is specified.
EditPrint Issues
G.PRINT.10.24.07.1- Orders need the page length controlled with page numbers.
G.PRINT.10.24.07.2- Invoices also need the page length controlled.
G.PRINT.10.24.07.3- We need Order reprint, Invoice reprint functional.
G.PRINT.10.24.07.4- We need proofs reprinting. Lookup program.
G.PRINT.11.01.07.1- Invoice Reprint sends the files into the reprint folder, which we do not print from. Send to the invoices folder.
G.PRINT.11.01.07.3- Research – WCAB always shows up and “Search the following court” no matter what court is in drop downs. “Copies” Plain or Certify do not show up on printed order. Also need to move text that is right indent over about ½ inch.
G.PRINT.11.01.07.4- All Orders – Special Instructions text should start right afte the field. Example: Special Instructions: Please File Today. Currently the text is indented to the other side.
G.Print.11.02.07.2- Printed Serve Order, "Party to Serve" only shows 1st 64 characters. Should show all.
EditNew Programs
B.IRRP.11.1.07.1-Invoice Register Reprint
1. Print and Email Activity - Tracks all emails sent and all print jobs. Searchable by Invoice/order number, Date, Cust number.
2. In New Order - Button to save as a quote. Move order to quote table or use a flag of Q in orders. There will be a listing program like Open orders with the ability to pull up and complete the order. This is why we asked to put the base price on the order.
3. We do need a way to process payments to Affiliates. This is more detailed. I estimate a few days to handle. 11/02 I have added something in Vendors. Please Review.
4. The GPS data will have to be put in. (few days, not urgent for this version)
5. The phone codes and WAP pages. 1 Day.
6. Activity report where you lookup an order and see all touches. (1 day)
7. Accounting data export. (1 day)
8. Licensing enforced. Destruction of old cookie on new login.
9. Database backup. Runs SQL script. Download of file.
10. Updates, does not have to be automatic for now, but we should have somewhere where it says another version is available. We really need to make sure all DB changes are scripted from here forward.
11. ARCU to confirm GL entries.
12. Zip Code, Can we add the database to “System Codes” So far we have a couple of zip codes that have showed up that are not on this database. If we have option to add a zip code with the necessary fields it would help.
13. Credit memos
14. New order methods, Subpoena, Dispatch, Copy service, Home inspection.