EditGeneral
G.MS.10.24.07.3- Need to change how upload documents is stored
Changed to use Order number for Orders and files.
EditShow Users
A.SU.10.24.07.1- Show users does not workEditCompany Details
A.CD.11.01.07.1- Still not correct. Should have a Tab for Printers, Tab for Email, Tab for Testing.
EditAttempt Codes
A.AM.11.06.07.1 - Description box is not saving. wc
EditArea Maintenance
A.AM.11.02.07.1- "None Active" users/affiliates should not appear on list to choose. If box chosen on user maintenance, it should remove name from these lists. wc
EditCredit Hold Codes
A.CHM.111.02.07.1 - Wrapping on the detail page for Credit Hold Code.
(ds)
EditProof Codes
A.PC.10.24.07.1- Missing some proof codes. wc
EditEmail Forms
A.EF.10.24.07.1- Order by alphabetical, this is not complete. wc
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 or anywhere to make sure it does not wrap.
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.10.24.07.6- 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.10.24.07.12- Search for 3 rd party billing refreshes to the wrong screen.
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
EditNew Work Order
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.10.24.07.6- File and serve need abilty to change service level wc
O.NO.10.24.07.8- In the Contact dropdown add in same as Attorney. If chosen fill in that name. wc
O.NO.11.02.07.4- Research- Remove “Deliver courtesy Copy” this field only needed for Job Type “File” wc
O.NO.11.02.07.5- Research- Page Limit to Copy did not save wc
O.NO.11.02.07.11- Research, Remove or Hide, whichever is easier "Documents". Customer only prepares request to obtain information. Documents are never submitted. wc Document section was already removed.
O.NO.11.02.07.12- Serve Order, after adding address, need option to edit. Only delete is there. wc Add to customer portal aswell.
EditBranch Status Board
O.BS.10.24.07.2- Close order button should only show on Close Order tab. wc, done by ds
O.BS.11.02.07.6- When you open order from Branch Status Board, Assign To Branch is hot, this has cause errors with the mouse or touch pad changing this field. Make nothing hot when opening order.
O.BS.11.02.07.7- Status Updates, Status Drop down adds the drop down text into notes. Should add "Description" from Attempt Codes. wc
EditMy orders
O.MO.10.24.07.2- Download documents should popup
(ds)
EditAccounting Menu
A.MENU.11.01.07.1 - Remove the order duplication. Just have a menu item that says Credit Memo. Doe snot matter if it does not match up for now. (ds)
EditInvoice Printing
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.)
EditCash entry
CSE.11.02.07.1- Tabbing at the customer number does not work. Does in other programs. wc
CSE.11.02.07.2- Tabbing after check no does not work. ds
CSE.11.02.07.3- Javascript popuo says Submit these invoices, should say payments.
CSE.11.02.07.4- After submitting put the cursor back in the customer number box with the number highlighted. wc
CSE.11.02.07.5- When adding an adjustment the data above is lost. wc
CSE.11.02.07.6- When using money from account, the postcolumns show zeros. wc *Please leave comment in Memo textbox if money was used from account, b/c memo field will be printed on Cash Receipts Post PDF
EditCash Receipt History Report
CRPR.11.02.07.1- 2 boxes are wrapping
CRPR.11.02.07.2- Did not tell me it printed.
CRPR.11.02.07.3- Maybe we should hide the print box until after we search.
EditProduct codes
P.PRSRM.11.02.07.1- Description cuts off characters wc
EditPrint Issues
G.PRINT.10.24.07.5- We need screen, and email in all printer dropdowns. And functional.
G.PRINT.11.01.07.2- Printer "do not print" sends to the printer folder anyway and causes an error.