• 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

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.
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• 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.
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• 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.”
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• Reconciliation Report now splits parent and child tags.
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• Department Power users can now edit a transaction at any status.
• The purchaser can now edit transactions in Closed status

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
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• 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
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• 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

• 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

FMS

• P-Card Reallocation
• Cloning transactions

• 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

• FMS
  • Re-worked the filters on the transaction detail page, including global search

• 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

• 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