USAS-R v7.21.0-19 Release Notes

Summary

This release contains bug fixes, exciting new features and various report and performance improvements as detailed in the release notes below.

Important Highlights

1. Performance improvements have been made to posting payables, budget scenario promotion to proposed amounts and accounts.

2. Added a rule to prevent posting payroll disbursements if the accounts are inactive.  This rule is not mandatory but is enabled by default.

3. Restrict requisition only users from seeing the ACH fields on the vendor.

4. Canceled items on the printed PO will now display with a "C" before the item as they did in Classic.

5. Corrections to totals on the Spending Plan Comparison report.

6. The remaining balance calculation in the Fund UI has been corrected.

7. Corrected problem with Mass Load accounts.

8. Updated downloadable report link to be shareable with others.

9. The Listing of Transactions by Account report has been corrected to include received amounts.

Please keep in mind these release notes only reflect the changes included in this release.  There are many other features of the software that were previously released that will not be reflected in these release notes.  General information about all of the features available in USAS-R can be found in our USAS-R Documentation.  There is a section in the documentation that also details the significant changes between USAS-R and classic USAS. 

Reported Performance Problems

We are working to improve performance in the following areas as reported through feedback.

1. Cash Reconciliation USASR-3654: Improve performance of Cash ReconciliationResolved

2. Grid loading USASR-3123: Improve grid loading performanceNew

Known Limitations

1. There are several reported issues with the new AP Invoice UI.  We are leaving it in the application so users can take advantage of the grid but suggest using the AP Invoice (Legacy) option until the following issues are resolved:

   1. The invoice and canceled totals don't populate until after the invoice is saved.  USASR-3806: Total Invoice on multiple item invoiceResolved

   2. An error is occurring unless you invoice all items on the po.  The items that do not have a status (because you aren't invoicing them) are being caught by a rule that is preventing the posting of the invoice.  USASR-3861: Error in new AP Invoice UI when not invoicing all itemsResolved

   3. If an item is canceled and then changed to a non-canceled status prior to saving the invoice the outstanding flag is not being updated properly.  This results in an invalid outstanding value and the user will receive a severe error and will be unable to save the invoice.  USASR-3840: Fix InvoicePOItem setStatus method Resolved

2. The SSDT Revenue and Expenditures by Cash Account and by Fund reports have a grand total that sums the Revenue and Expenditure amounts, which is not accurate for this report.  The Classic FNDREVEX shows a difference (Revenue - Expenditures).   These reports cannot include a difference as template reports.  We will need to create a canned report in order to "correct" the grand totals and include the difference. USASR-3693 - Correct totals on both SSDT Revenue and Expenditure reports (FNDREVEX) NEW

Upcoming Features

1. The ability to mass add accounts, for example taking an existing grant account and copying the account hierarchy to a new account. USASR-596: Implement mass add capabilities for accountsResolved

2. Recreating Classic's PAYABL report.  This will be implemented as a canned report because the query required is too complex for it to be a template report.  USASR-2570: Recreate Classic PAYABL reportResolved

3. Removal of Legacy Requisitions USASR-3843: Remove Legacy RequisitionsResolved

4. Various improvements to the new AP Invoice UI. For details see "Known Limitations" above.

5. Schedule-able report process to replace Classic's MonthlyCD program

Issues included on this release