Issues
- Job Scheduler - Alert User if Errors OccurUSASRFB-1070
- Add fields to the Canned Purchase Order Detail ReportUSASRFB-1069
- Show PO Line Number on InvoiceUSASRFB-1068
- Positive Pay extract file to include only Start date requested and not ones after start date.USASRFB-1067
- Patch to create blank and default Email TemplatesUSASRFB-1066
- Ability to create Email TemplatesUSASRFB-1065
- Proration Utility process - Suppress or Option to suppress repeating expenditure accountsUSASRFB-1064
- Change wording on 1099 Extract Generate buttonUSASRFB-1063
- Option to import Budget Adjustments as adjustment amount instead of Proposed ExpendableUSASRFB-1062
- Allow SSDT bundle reports to generate in CSV as well as PDFUSASRFB-1060
- Improve performance of report bundle generation (monthly and FYE)USASRFB-1059
- Budget Account Activity Report improvementsUSASRFB-1058
- 1099 - Ability to link to ESSUSASRFB-1057
- Create Posting Period without Opening it automatically (i.e. Dec PP must be created for 1099 processing)USASRFB-1056
- Ability to create a custom memo/message on a disbursement checkUSASRFB-1055
- Recreate Classic's HISTSCN in canned report formUSASRFB-1054
- AP Invoice Import Option for all items FullUSASRFB-1053
- Preview of report prior to generating/downloading itUSASRFB-1052
- Allow Month Year information to be included on Cash Summary spreadsheet outputUSASRFB-1051
- Performance when Saving an Edited Billing transactionUSASRFB-1050
- Spreadsheet of Actual expended amounts by Month for multiple yearsUSASRFB-1049
- Add a view for current active users in systemUSASRFB-1048
- Request for Excel-Data version of canned reports not to need resizingUSASRFB-1047
- Allow all attachments to be viewed from one pageUSASRFB-1046
- Allow Invoice Received Date to be modified in closed Posting PeriodUSASRFB-1045
- Option to combine Payee Name and Name 2 fields on Positive Pay ExtractUSASRFB-1044
- Add a warning message when Year End bundle is disabled and Posting Period is being closedUSASRFB-1042
- Implement sort and subtotal by forecast line number (FYF) on budget and revenue expense worksheetsUSASRFB-1041
- Vendor Audit report -option on each individual vendor screen or a way to run an audit report specific to one vendorUSASRFB-1040
- Allow Financial Detail report to include Fund balances even if there is no activityUSASRFB-1039
- Auto Reconcile Electronic (EFT) paymentsUSASRFB-1038
- Ability to choose different Vendors/Invoices with the same Check Location/Payee name to one disbursement in PayablesUSASRFB-1037
- Mass Load Distribution/Error CorrectionsUSASRFB-1036Resolved issue: USASRFB-1036
- Financial Detail Report give the encumbrance as of the date range selected rather than the current period.USASRFB-1035
- XML file to include Vendor Invoice Date on disbursement file used for ACH email notification of invoice paid w/ Third Party softwareUSASRFB-1034
- Certification reports - Save user entries for rerunning report - Funds excluded, Principle Amounts, Repaid Advances entriesUSASRFB-1033
- Ability to merge accountsUSASRFB-1032
- Allow headers to be included on Positive Pay ExtractUSASRFB-1031
- Certificate Reports Advances Not Repaid Amounts Automatically CalculateUSASRFB-1030
- Add Next Year Proposed Amounts through Accounts UIUSASRFB-1029
- Users would like to be able to mass delete AP Invoices instead of individually deleting.USASRFB-1028
- Custom Rule to exclude grant Cash Accounts when Invoicing and Rule is enabled (to disallow invoicing when cash accounts would go negative.)USASRFB-1027
- Request to add option to include Future Expended to Remaining Balance CalculationUSASRFB-1026
- Limit Users to only select certain Bank Accounts they can use (i.e. non-default bank account)USASRFB-1025
- Print Voided Check with Bank Account/Routing number includedUSASRFB-1024
- Request Payable “Grouping Option” to default to a blank space and “require” the user to select (vendor or invoice?)USASRFB-1023
- Positive Pay Year format to NOT include slashes(/) in date format (i.e. csv mmddyyyy or mmddyy) in one columnUSASRFB-1022
- CTX format for ACH payments (verses PPD and CCD formats)USASRFB-1021
- Log In to App - Add 'View' option for PasswordUSASRFB-1020
- Ability to Mass Change Disbursement date without resequencingUSASRFB-1019
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Update ItemImporter to create transfers for null values
Unresolved
Description
Environment
None
Details
Assignee
Jason KlingerJason KlingerReporter
Jason KlingerJason KlingerLabels
Story Points
1Time tracking
1h 30m loggedSprint
NoneFix versions
Priority
Major
Details
Details
Assignee
Jason Klinger
Jason Klinger
Reporter
Jason Klinger
Jason KlingerLabels
Story Points
1
Time tracking
1h 30m logged
Sprint
None
Fix versions
Priority
MajorBetter PDF Exporter
Better PDF Exporter
Better PDF Exporter
Created January 5, 2023 at 5:21 PM
Updated October 24, 2023 at 4:59 PM
Activity
Jason KlingerSeptember 21, 2023 at 7:16 PMEdited
Testing:
You will need to use data (see linked support issues) that has null fund/function/asset classes on items. Export the item from the grid and set a valid fund/function/asset class on the item. Use the importer to update the item. You will need to make sure you have Create Transfers selected, along with a transfer date in the current fiscal year. The Update Records option must also be selected. Verify that the item has updated after the importer has finished. Note: if you're using the regular importer (System->Import), the item's acquisition date needs to be in the current fiscal year. If you use the Migration Importer (System-> Configuration->Migration Importer), it should work for any item, regardless the acquisition date.
The ItemImporter used by the System->Import is not creating transfers for items that have a blank fund/function/asset class. Users are trying to use the importer to clean up data, and can't set the correct code for these items.
Update the ItemImporter class to allow creating transfers for items that have a blank fund/function/asset class.