Release Notes September 17, 2020

  • FMS
    • Enhancements
      • General system performance enhancements
    • Bug fixes
      • The system will now apply the vendor filter to both the FMS records and the JP Morgan records in the Reallocation screen
      • The Audit History in the Transaction Entry Form will once again show
      • The system will no longer try to validate chartfields in records that are already closed
      • Fixed a scenario for which approvers were not populating in transactions
      • Copying a line in the Transaction Entry form which has been partially reconciled will no longer copy the reconciliation itself to the new line
      • Fixed an issue in which ad-hoc approvers were being cleared after the approval and purchase process
      • The transaction type is now editable after the FMS transaction is created from a GL record in the Reconciliation screen

Release Notes August 24, 2020

FMS

  • Funds control is now available. For the User Guide, please click here.
  • Worklist buttons no longer are disabled after validation fails.
  • Reconciling is now showing in the audit trail.
  • Fixed issue with Save and Approve/Purchase buttons now showing.
  • The system now requires all unique approvals to occur.
  • “Select to Remove” label has been added to a currently selected tag in the dropdown.
  • Fixed issue with the Department Power User role not being able to grant security access.
  • Approval worklist now takes into account if you are an ad hoc approver.
  • Fixed issue where ad hoc approvers were being ignored when moving transactions to the next status.
  • Addition and removal of ad hoc approvers can be reviewed on audit history.
  • Fixed records that were not showing in the JP Morgan feed, or were grouping incorrectly, and adjusted the timing of when those records are added to FMS.
  • Made hitting enter the same as the “apply” button on the Reconciliation Report, the Reconciliation Screen filter, and the P-Card Reallocation filter.
  • Made the Clear Filters button revert the results to the initial settings when the screen first loads.
  • Clear Filters button added to Reconciliation Report, Reconciliation Screen filter, and P-Card Reallocation filter.
  • Tab through the transaction detail screen by hitting the tab button once.
  • Fixed – matched Reconciliation line was not bumping to the top.
  • The Transaction Requests search parameters are now more user friendly.
  • Cloning transactions no longer tries to take the matched transactions from the original issue when cloning.
  • Fixed – Buttons were disabled after hitting the Cancel button.
  • Updated Shipping section on Transactions to “Shipping, Taxes, and Other Amounts.”
  • Reconciliation Report now splits parent and child tags.
  • Department Power users can now edit a transaction at any status.
  • The purchaser can now edit transactions in Closed status

Release Notes August 4, 2020

FMS

  • P-Cards can be marked as default for an Org
    • Edit Page View
    • Grid View
    • You can only have one default P-Card for an Org
    • If user is configured for only one P-Card, that card auto-populates for P-Card transactions
  • Show all active P-Cards in the Orgs that the user is assigned to
  • Changes to inactive/active status for tags
    • On the grid page, the icon for deactivate was a red “X” and looked like “delete” icon used in other areas of the site. Now it looks like this:
    • Previously, in the edit screen, there was a checkbox with a label of “Active” that was grayed out and could not be edited. Now it is editable within the “Edit” screen
  • Purchasers can now recycle transactions
  • Indicator added to recycled transactions
  • The Reconciliation Report is now accessible from the menu bar
  • When checking the “All Received” checkbox the “Items Received” text boxes now populate with the current date
  • Chartfield details are now displayed with a hover over in editable fields
  • Users can copy values to clipboard, even if field is not editable
  • All labels for Document Reference Number have been standardized to “Doc Ref #”
  • All references to the transaction request list page have been standardized to “Transaction Requests”
  • When uploading or removing attachments a “SUCCESS” indicator is shown
  • P-Card Administration – Updated logic so “Department Maintenance Admins” can only add or edit P-Cards for their own Orgs
  • Updated logic for Tags
    • A parent tag cannot be made into a child tag for any other tags
    • A child tag cannot be made into a parent for any other tags
  • Fixed duplication with tags
    • A constraint was added to ignore letter case when checking uniqueness of tag
    • Removed duplicate tags if the name already existed
  • When cloning transactions global chartfields are now saving
  • When clicking on a transaction in a Worklist it will no longer open the transaction in a new tab

Release Notes July 14, 2020

  • FMS
    • Added FMS ID and Shipping Type columns to pending procurement grid and removed doc ref num column
    • Added error indicator to collapsible headings in transaction entry page if section contains error
    • Removed cloning linked GL records when cloning records
    • No longer require shipping/other/tax chartfields if shipping/other/tax amounts = $0
    • Expand/collapse all sections icons in transaction entry page
    • Move reallocate link out of reconciliation group in navigation bar to its own group
    • Fixed bug to show reallocation link if user has only reallocation rights and no reconciliation rights
    • Update “P-card Reconciler” role to “P-Card Reallocator”
    • Right align amounts in reconciliation/reallocation screens
    • Enable expansion of FMS records on matched tab
    • Allow for copy/paste on right list in reallocation/reconciliation screens
    • Enlarged check boxes in reconciliation module
    • Prevent autosave from running when manual save is running
    • Set default sort order of transactions to descending request date
    • Update formatting of FMS records in recon/reallocation modules. Make sure details panes match on both sides
    • Transactions grid filters updates
      • Remove side navigation and put filters on top
      • Move FMS id into search fields dropdown
      • Add clear filters button
      • Apply filters when enter key is pressed
    • Keep filters applied when deleting requests in the transactions grid
    • Add FMS id column to transactions grid and remove amount column
    • Add amounts to search fields in transaction grid page

Release Notes June 23, 2020

  • FMS
    • Enhancements
      • Added Clone button to Transaction screen (Cloning not yet fully functioning)
      • Approvers added to one page transaction report
    • Bug Fixes
      • User should be able to change type in closed requests if they have update rights
      • Save and add another button should redirect back to create page
      • Filtering on tags in transaction details page fixed
      • Require ad-hoc level if approver is submitted
      • No chartfield validation on closed requests
      • Overflow of mismatch modal in reconciliation tool

Release Notes June 2, 2020

  • FMS
    • Calculator tool
    • Disabling type field for requests in reconciling status or with reconciled rows
    • Line marked as reconciled where there are still partially reconciled rows on the line
    • Recycling requests wipes approvers
    • Error when deleting the only user role row in the admin entry/edit page
    • Changing default screen after approval and purchases
    • Removing refresh approvers button
    • Refreshing approvers when total split amounts change
    • New reconciliation report styling
    • Reconciliation report date format changes

Release Notes May 19, 2020

  • FMS
    • New Reconciliation Report
    • Fixed bug where NIL vendors were disappearing on requests submitted for approval
    • Made transaction type read-only for requests in Reconciling status or in Pending status if there are one ore more reconciled rows

Release Notes April 21 2020

  • FMS
    • Validation added to Business Purpose and Delivery Instructions
    • Hiding Auto Match button on Reconciliation module
    • Now catching percent split errors before they are sent to the database
    • One Page Transaction Report
    • Removed custom vendor references
    • Removed references to NIL management

 

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