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In process:

1. Test Product codes, Discount codes, Promotion codes, Special Pricing. Handle the December bug list for these items. Discount codes are used in CMM under the order tab. When one is chosen it would discount all items that % for the customer. Promotion codes will be used on a web site and I see no way to test now. Special pricing is when you choose an exact item and an exact price is superceds all other pricing, including discounts. (see bug list) JJ 3. Looks like vendors and customers assigning different numbers, not sure about orders because DGR doesn't have all the products or any customers, so wasn't sure how to test.

6. Reports - Sales Analysis. GL numbers on Registers. Open order report, Active and inactive customer report. JJ

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Bugs from Joes Current list:

3. Affiliate login -Proof Undelivered, should list all proofs associated to the vendor. Home Page - Intro Tab should not have Sales, can it just open to "My Orders"? - 'March 3rd'

6. Vendor commissions - Need to use new fields

7. My Orders errors on stage.

8. Status Updates - Address Attempted: For Serves need drop down with addresses. Should view how the internet phone sends address with attempt. "Address1"; "Attempt Code Description"

16. Printed work orders - Serve - Description should cross the page as a row, not a column. All Orders, Docuemnts,include # of pages and document sizeJJ now showing # pages, and doc size if applicable, but looks like dotted line is too short now Dhana and Jen

20. Customer portal thankyou page /printing tabs - Printed Receipt - Special Details All Products, needs to be cleaned up. File does not show Courtesy Copy and Department if they are there. Research just has everything with check boxes. Should only show whats checked, without the boxes. Didn't check serve, but hearing info, file proof or notarize proof should all be printed if chosen. - 'February 22' Waiting on Joe for Specifics Edit

To be completed:

1. Read write version of cmm to test permissions.

2. Proofs undelivered needs to have the list view changed. Can we have a quick update to check the box. If they click on the order go to work order maint. Grenn status should say Proof Undelivered. paul - 'February 29'

3. Open orders and closed orders should link to Work order maint. Not new programs. - 'February 29'

4. Invoice Print and Order Print need to be changed to crystal reports.

5. Groups maint needs to be able to rename groups. paul - 'February 29'

6. Need branch permissions put in. Should affect documents, branch status. - 'March 7'

7. Need to set permissions for proofs undelivered as well. Should only show the users orders when they are limited. Like my orders. - 'March 7'

8. Proof sheets. We need these to be done in CR or like. Also when one is printed or sent it should update status updates. paul - 'Feb 26'

9. Need program that lists all prints and emails sent.

11. Need to address print speed with invoices. - 'March 7'

12. Reports should export to excel.

13. Cannot delete or deactivate a product. Check for history first. - 'February 29' Product Codes right?

14. Need location added into Branch status screen. Both there and in CMM should zoom in closer. - 'February 29' changed size of map in Branch Status board - wanted to get approval on size before changing cmm

15. Need ARCU completed to audit GL numbers.

16. Need ability to issue credit memos. - 'March 7'

17. Finish read write in all maint programs.

19. Some new fields are needed in employees.

20. Emails of scanned documents, status update - 'February 29'

21. Confirm all help pages match new items.

22. Install licensing.

23. Update version history. Needs to list updates. 24. Are branch status "yellows" correct? - 'February 29'

25. Deleting of Favorites

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AR Inquiry

1. ARI need info panel when customer not found. - 'February 29'

2. ARI needs ability to print statement. - 'February 29'

3. ARI needs ability to print all open invoices. - 'February 29'

4. ARI has invoice type incorrect. Type is I for Invoice. C for credit memo. - 'February 29'

5. In ARI the icon did not change when adding note. - 'February 29'

6. Ari is missing the terms and the credit info in the top. Invoice due dates are wrong. - 'February 29'

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Cash Receipts entry

7. CSE need info panel when customer not found. - 'February 29'

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Invoice Print

8. Invoice print and reprint are slow and show info panel for each item. Would like the number of items printed in the info. - 'February 29'

9. Invoice print should default to Printer if a choice is not made in CMM. - 'February 29' 10. Email should work from IVP and Invoice reprint. - 'February 29'

10a. We need to use these choices. For now all invoices still print during the IVP process. Should be a column in the IVP stating the type. New Program would be run to do the billing. Under billing. #@$@$@#$ When this program is entered, list all invoices or statements that need to go out. Have a way to narrow by date range or customer. Use the view. When run it will print out the statement and invoices if needed. Then that removes from this list.

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Invoice reprint

11. Invoice print and reprint are slow and show info panel for each item. Would like the number of items printed in the info. - 'February 29'

12. Invoice print should default to Printer if a choice is not made in CMM. - 'February 29'

13. Email should work from IVP and Invoice reprint. - 'February 29'

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Customer Master Maint

14. CMM needs to change under the Invoice method. Should have these choices:

a. Daily - 'February 29'

b. Monthly with Statement - 'February 29'

c. Statement only - 'February 29'

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Invoice Post

16. Invoice post needs to do auto pay. Should post the cash in cse also. Not the CSE post though. Dependent on CMM Billing tab. Test with us. Should choose Credit card gl number. Cash Receipts post should still be required. - 'February 29'

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GL Mapping

17. Cash, credit card, and Advances fees all need to be added to GL mapping. paul - 'February 29'

18. These mappings are used in the reports below. paul - 'February 29'

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Invoice Post Journal

19. Invoice post would have at the bottom: paul - 'February 22'

a. Name GL code Amount

b. Files 4-1000 $300.00

c. Serve 4-2000 $250.00 from products.

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Cash Receipts Journal

20. Cash Receipt Post Report would have: - 'February 22'

d. Name GL code Amount

e. Cash 1-1000 $300.00

f. Credit card 1-2000 $350.00

g. Adjustments 1-1000 $2.50