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 order templates in company setup
G.MS.10.24.07.3- Need to change how upload documents is stored
EditProgram Authorizations (security)
A.PA.10.24.07.1- Errors with sitemap error when updating
EditAttempt Code
A.AC.10.25.07.1- Cannot add a new entry - input string not in proper format wc
EditCompany Details
A.CD.10.24.07.1-
There should a Printer tab (ftp info), Testing tab (to enter in test email addresses for now), and a tab for Templates.
Also the testign tab should have the reset info with a warning. wc
EditArea Maintenance
A.AM.10.24.07.1 Info panel on zipcodes when duplicated, should show when you enter the record as well. All duplicates.
(wc comment: need to talk about it.) Goal: notify user on zipcode that belongs to another area maintenance before any events are fired. Currently it is handle on AddZipCodes events.
EditGlobal Notes
A.GN.10.24.07.1- End date is not enforced. This was noted as fixed, yet note still shows in info panel. wc
EditProof Codes
A.PC.10.24.07.1- Missing some proof codes.
EditTerms codes
A.TC.10.24.07.1- need description added in, this was noted as complete. Should show in the list view. wc didn't know you were referring to list view
EditVersion History
A.VH.10.24.07.1- Rename it legal suite- Hard Code. Put the logo and links to Matrixwebs here. (ds)
EditEmail Forms
A.EF.10.24.07.1- Order by alphabetical, this is not complete.
A.EF.10.24.07.2- Keep track of all emails sent (see activity below)
A.EF.10.24.07.3- Person_served variable is not working.
A.EF.10.24.07.4- Add in All for the branches and enforce.
EditPrinter Maintenance
A.PM.10.24.07.1- Make sure the printers from printer maint are set for the defaults in Order print, Proof print, Invoice Print.
A.PM.10.24.07.2- Cannot save Order Aknowledgments
EditShow Users
A.SU.10.24.07.1- Show users does not work
EditCustomer Maintenance
C.CM.10.24.07.1- Have a location tab for map without a popup, not complete. Missing Map
C.CM.10.24.07.2- move check this address to the right near row title.
C.CM.10.24.07.3- Branch code needs to be ordered by number and show name, add the number back in.number hyphen name.
C.CM.10.24.07.4- Credit manager drop down not showing all users
C.CM.10.24.07.5- Force credit limit and show credit warning
C.CM.10.24.07.6- Edit mode credit card info is broke
C.CM.10.24.07.7- Third party billing search works but goes to a different screen
C.CM.10.24.07.8- when add no info panel and refreshed back to the first screen
C.CM.10.24.07.9- no info panel update.
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.10.24.07.12- Search for 3 rd party billing refreshes to the wrong screen.
C.CM.10.24.07.13- Next and Previous do not work on the Notes and users tabs.
C.CM.10.24.07.14- Billing tab should have autopay checkbox.
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.
EditCustomer users
C.CU.10.24.07.1- Should not be able to edit customer number once chosen.
C.CU.10.24.07.2- no info panel update.
EditCustomer Notes
C.CN.10.24.07.1- Make the Note larger on the list view. ds
EditNew Work Order
O.NO.10.24.07.1- When entering a customer number, if it does not come up, we get an error, not an info panel.
O.NO.10.24.07.2- Next page there is no focus on the first text box. Document title. Should be able to place an order without the mouse. (ds)
O.NO.10.24.07.3- New order screen add in credit limit and credit available and scrolling note box
O.NO.10.24.07.4-. Put the AR data to the right above favorites. Need: Credit Limit, Available, Current, 30 day, 60 day, 90 day, 120 day, 150 day. Make sure this shows in CMM, and ARI as well.
O.NO.10.24.07.5- bread crumb goes back to work order maintenance
O.NO.10.24.07.6- File and serve need abilty to change service level
O.NO.10.24.07.7- Serve - next to the right of the capacity drop down need text field agent for service, if filled in show up on order form above business name
O.NO.10.24.07.8- In the Contact dropdown add in same as Attorney. If chosen fill in that name.
O.NO.10.24.07.9- Need to add jurisdiction on the fly, like contacts.
O.NO.10.24.07.10- Remove attorney and replace with jurisdicion (new cases) columns.
O.NO.10.24.07.11- Add product chosen
price somewhere on the page, large.
O.NO.10.24.07.12- Info panel for submitting after deadline needs to pull you to the top of the page and has to be acknowledged
EditOpen orders
O.OO.10.24.07.1- search reversed the ordering
O.OO.10.24.07.1- Search does not return all orders (try to find the newest order after searching)
O.OO.10.24.07.1- open orders edit bread crumb comes back to the wrong program
O.OO.10.24.07.1- Do not check the Authorized time info again when changing an order.
EditWork Order Maintenance
O.WOM.10.24.07.1- no info panel on changing order and popup asking for approval.
O.WOM.10.24.07.2- Do not check the Authorized time info again when changing an order.
EditOrder Reprint
O.OR.10.24.07.1- reprint does not work
EditCase Maintenance
O.CM.10.24.07.1- Needs to have a confirmation box that is ok to change
EditBranch Status Board
O.BS.10.24.07.1- Add a locations tab for map to the Court or Serve. Try not to popup.
O.BS.10.24.07.2- Close order button should only show on Close Order tab.
O.BS.10.24.07.3- Download documents should popup in new screen
O.BS.10.24.07.4- Close order is reacting slow
O.BS.10.24.07.5- Tabbing does not work on close order. Unacceptable.
O.BS.10.24.07.6- Not focused in the first box when closing.
EditMy orders
O.MO.10.24.07.1- My orders log in by employee does not work cannot test. wc
O.MO.10.24.07.2- Download documents should popup
O.MO.10.24.07.3- Pagers don't work wc
O.MO.10.24.07.4- Styles are not the same as Branch status ws (ds did the work...)
EditProofs undelivered
O.PU.10.24.07.1- proof of service reprint does not work
EditInvoice Printing
B.IP.10.24.07.1- Destination should show in the column. wc (second column)
B.IP.10.24.07.2- Printer should default to printer from printer maintenace, all customers are defaulted to printer.
B.IP.10.24.07.3- Remove non real printers from dropdown. Cannot go to screen or email. wc (it is in for testing purpose, so we can see the pdf from the app. I will remove screen and email from all invoice module once invoice section is complete.)
B.IP.10.24.07.4- Printing does not work. wc
EditInvoice Post
B.IPOST.10.24.07.1- Not printing journal report. wc
EditInvoice Reprint
B.IRP.10.24.07.1- Not printing. wc
EditAccounting Menu
A.MENU.10.24.07.1- Pull Quote off of order duplicationB.MENU.10.24.07.2- Retitle quote screen to credit memos
changed, but this means program title and page title don't match
EditCustomer AR Inquiry
A.ARI.10.24.07.1- Wrapping down below. Migth be fixed if the right hand AR panel was upds
A.ARI.10.24.07.2- Page needs to be shorter. ds
A.ARI.10.24.07.3- Can't change customers once one is selected
A.ARI.10.24.07.4- Open orders should say invoicesds
A.ARI.10.24.07.5- credit attention and credit check are both missing info
A.ARI.10.24.07.6- invoices should be closer togetherds
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.10.24.07.9- roll over text for adding notes, need to be able to edit and delete.
A.ARI.10.24.07.10- Hyperlink to the invoice.
EditCash entry
A.CSE.10.24.07.1- Can't change customers
A.CSE.10.24.07.2- Search by invoice does not work wc
A.CSE.10.24.07.3- Curser needs to go to check number then payment amount then date wc
A.CSE.10.24.07.4- Customer search by invoice does not work wc
A.CSE.10.24.07.5- it adds a comma in search wc
A.CSE.10.24.07.6- remove second search at the bottom. wc
A.CSE.10.24.07.7- Need hyper link on invoice number wc
A.CSE.10.24.07.8- Need to be able to edit the adjustment (can't) wc
A.CSE.10.24.07.9- Adjustment does not work a second time you click on it. wc
A.CSE.10.24.07.10- Need popup warning wc
A.CSE.10.24.07.11- Did not ask if you wanted unapplied $amount to go on account wc
A.CSE.10.24.07.12- clicking post again duplicates the transaction wc
A.CSE.10.24.07.13- On accounts needs to be consolidated to one line item wc
A.CSE.10.24.07.14- Roll over text for adjustments
EditCash Receipt Register Post
A.CSP.10.24.07.1- Need to print journal and give you your register number wc
EditCash Receipt History Report
A.CSHR.10.24.07.1- Register reprint does not work wc
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.10.24.07.4- Vendor Maint the maintenance tab should be labeled Order. ds
A.VEN.10.24.07.5- Remove wrapping on Maint tab. ds
A.VEN.10.24.07.6- Save button is missing on Key info - valuelabs are changing the button path in the backend
A.VEN.10.24.07.7- On Vendor Contacts, remove birthday, move title up, remove thumbnail, ds
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?
A.VEN.10.24.07.11- For now hide Vendor Branches. ds
EditUsers
U.USR.10.24.07.1- Vendor info needs to be for users as well
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
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
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.10.24.07.5- We need screen, and email in all printer dropdowns. And functional.
G.PRINT.10.24.07.6- Invoice post Journal has to print at the end of posting. wc
G.PRINT.10.24.07.7- Cash Receipts Journal has to print at the end of post.
G.PRINT.10.24.07.8- History reports for both of them need to print.
G.PRINT.10.24.07.9- Sales Analysis report needs to print.
EditNew Programs
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.
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.