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Bugs

1. Reports are missing export button even if you cannot export yet.

2. Vendor invoice screen needs the amt and invoice filled in the text boxes. And use the new fields. - Mar 7 - Wilson

3. Proofs fail on stage printing.

4. My orders errors on stage.

5. Sales Reports pdf path is incorrect.

6. 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 5th' - Paul

7. 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" - Mar 7th - Jen

8. When trying to print more then 1 pdf to screen, info panel should come up stating that Multiple sheets cannot be printed to screen. Mar 7 Jen

9. 2 issues on proofs. 1. is the the proofs undelivered list box does not update. It should have a column with the proof name and if printed. If not printed. Then they need to be able to udpate when clicked. Should move to invoice print. 2. Some of the test prints use 2 pages even though they should fit on one. paul

10. My orders did not get my newest order. Paul said he fixed but it failed paul.

11. Couple of email issues on the emailers. Example is on my desk. paul

12. Text wrong on Status updates for document upload. Conforming Copy Processed. paul

13. ARI panel is incomplete. Just need the total correct and the number of open orders. In CMM, ORD, and ARI. paul

14. Update work order maint, undelivered proofs and my orders with the newest Branch status. For example the address on the serves. The changes in close order for proofs. But make sure read write stays the way it is. My orders cannot write certain things. Work order maint is only changable if the order is not marked Closed. Etc.. Please be careful. Undelivered proofs should be read only on everything except the Proofs section and the clsoe order data right above it. All tabs should be there though.

15. Finish proof reprint. Search by Work order number and cust number. Return list with: Customer # Customer name Case number Order number Proof code Proof name reprint link. Can we have the proof printer box? Let me know if not possible. Maybe do it like a register print. Info panel comes up and asks where. paul

16. In invoice print, speed is ok now. We need the Time spinning icon. paul

17. Couple of design issues on the proofs. Sending to Dhana. Paul you need to change the print date. And the A2 is missing the attorney. A2 is also missing the County. Goes on topm of Juristiction. It should be bolded not the juris. Only on a2. Make sure you update the pdfs. paul

18. Proofs do not seem to be saving the proof print when you go to undelivered. Also it's supposed to be pulling the delivered address, Subserved party and title. So please update those on the fly. paul

20. Can the proofs have the auto dropdown when typing? Can't add this feature at the moment there is a bug in the ajaxtoolkit. paul

21. Permssions do not narrow the Process documents. paul

22. Change print prrof update to check the internal box.

23. Need %Affiliate_Type% for proofs, if Employee needs to insert "X Employee". If Affiliate needs to insert "X Independent Contractor". paul

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To be completed

1. Read write version of cmm to test permissions. - Mar 7 - Jen

2. Need to customize the text for status updates on documents and proofs. - Paul

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

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

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

7. Need profile complete. Set start pages. Edit favorites. - Mar 7 - Paul

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

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

10. Reports should export to excel.

11. Need ARCU completed to audit GL numbers.

12. Need ability to issue credit memos. - 'March 7' - Jen

13. Finish read write in all maint programs.

14. Some new fields are needed in employees. - Mar 7 - Jen

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

16. Confirm all help pages match new items. - After software complete.

17. Install licensing. - Mar 8 - Paul

18. Update version history. Needs to list updates. - Mar 7 See greg

19. ARI needs ability to print statement. - 'March 7' - Jen

20. ARI needs ability to print all open invoices. - 'March 7' - Jen

21. We need to change invoice print based on new CMM options. 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. SEE GREG

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Invoice Post Journal

- Paul 1. Invoice post would have at the bottom: 'March 4' - Paul

a. Name GL code Amount

b. Files 4-1000 $300.00

c. Serve 4-2000 $250.00 from products. wilson

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Cash Receipts Journal

2. Cash Receipt Post Report would have: - 'March 4' - Paul

d. Name GL code Amount

e. Cash 1-1000 $300.00

f. Credit card 1-2000 $350.00

g. Adjustments 1-1000 $2.50

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Customer Reports

1. Active Customers, save into the reports folder by number. Screen then crystal.

2. Inactive Customers.

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Wish List

1. Fix locations maps to be closer.