| Version Date | Purchase Order - Details |
| 04/15/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/01/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/15/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/01/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/15/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/01/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/15/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | Other | | - | Updated Year End task to skip creating Budget Amendments on PO's with Project GL numbers that are set to roll over budget |
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| 01/01/2024 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/15/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/01/2023 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/01/2022 | | Reporting | | - | Addressed reporting issue for calculated fields |
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| 08/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/02/2022 | | Reporting | | - | Fixed report issue when generating PDF files |
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| 02/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/15/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/01/2022 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | Program Security | | - | Added "Setup Dept/Fund Access" security item and can be enabled under the user security category PO Program Setup. Enabling the option will give a user access to the Dept/Fund Access and Group Dept/Fund Access administration setup |
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| 09/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/15/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/01/2021 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected issue with PO/Req Summary display with liquidated PO's. | | Program Security | | - | No longer allow non admins to access Dept/Account Access and Group Dept/Account Access setup. |
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| 09/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 02/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/15/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/01/2020 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected the error when selecting an allocation table on a requisition. | | Reporting | | - | Added an option to Hide the Unapproved Change Order indicator to the Standard Purchase Order report and any report based off of this format. | | - | Added an area to specify the default change order form for printing this option will be available under Program Setup ~ General Setup ~ Printing Options |
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| 11/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | Reporting | | - | Increased the size of the GL number to print the entire project number on the Balances by GL Number Report. |
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| 10/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 08/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected the issue where GL numbers were able to be added to invoices when the option is turned off, if you were using allocation tables. | | - | Corrected rounding issue when saving PO's with multiple distributions per one line. | | Reporting | | - | Corrected the Requisition Summary List report to not throw an error when running with the option Show Distribution Details turned on. |
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| 07/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | Reporting | | - | Purchase Orders with pending Change Orders now display an asterisk next to the PO number on various Purchase Order reports |
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| 02/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/15/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/01/2019 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | Other | | - | Added option to PO entry to sort detail by GL number |
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| 12/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | Other | | - | Approval Process emails now specify "Due to denial" in the subject line when an approval is sent back a level and requires further action. |
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| 11/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | New Features | | - | Vendor notes will appear when entering a Requisition for a vendor with the option turned on. |
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| 10/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 10/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 09/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected error when using attachments on bidding if attachment was present. |
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| 09/06/2018 | | General | | - | Corrected issue with viewing other users PO's when using Fund/Depart/Account access |
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| 09/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected auto PO numbering when using fiscal year. |
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| 08/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | New Features | | - | You can now email your bidders directly from the 'Bids' tab on each individual requisition. |
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| 08/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | New Features | | - | Added the ability to search PO's by inventory code when in the Purchase Order Entry screen. |
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| 07/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 07/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 06/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 05/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected closing the attachments when viewing through the mass approve deny window to work on the first attempt. | | New Features | | - | Added On Hold column to the Unappproved Req Table. |
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| 05/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected issue with rounding when using sales tax on a PO that would prevent journalization. |
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| 04/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 04/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 03/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | New Features | | - | Added the "Ordered By" column to the Unapproved Req. table. | | - | Added the ability to have certain vendors skip the approval process. |
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| 02/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Corrected issue with resetting distribution approvals on change orders. | | - | Corrected the display issue for requisitions to be approved based on distribution approvals. | | - | Corrected the over budget warning when using grants with carry over budgets. | | - | Corrected issues with over budget warnings for merged requisitions. | | - | Corrected display issue for PO's using the year prefix. | | New Features | | - | Added the ship to code to the PO/Requisition Table. | | Reporting | | - | Added the new fields for Cancellation Post Date and Liquidation Post Date to the Custom Purchase Order Report |
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| 02/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 01/15/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | New Features | | - | Updated the Mass Requisitions Approval/Denial screen to flash the "D" button when additional product detail information is present on a requisition. Please be advised that the "D" button will only flash if a user has the option "Flash 'D' button when info present" checked on under My Settings > My Preferences. |
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| 01/01/2018 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | Reporting | | - | Added the report option "Include Cancelled Receiver" to the PO with Receiver Report. When this option is checked, the PO with Receiver Report will include voided receivers. |
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| 12/15/2017 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 12/01/2017 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. |
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| 11/15/2017 | | General | | - | Please update the following applications, if you use them, in order for your program linking to remain valid. AP, FA, GL, IM, WO and PO. | | - | Updated the receiver search to no longer require leading zeros. |
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| 11/01/2017 | | General | | - | Added purchase cardholder name to the purchasing card information screen. | | New Features | | - | Added the red highlight to the mass create PO's from req screen for overbudget req's |
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| 10/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2017 | | New Features | | - | Added the ability to view the budget footnotes from the Budget Information screen. | | Program Setup | | - | Added the ability to set a default price source under General Settings. |
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| 09/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2017 | | New Features | | - | Added a Sole Source Provider field to the Additional Bid Details screen that displays whether a Bidder is marked as a Sole Source Provider. This screen is located on the Bids tab of a Requisition/PO and is accessed by clicking the "D" button next to the listed bidder. Also added a Sole Source Provider column to the Vendor and Bidder table views. | | Reporting | | - | Added an option to "Combine Like GL #s" to the PO History Report. | | - | Added the Report Option "Only Include Pending Requisitions" to the Custom Purchase Order Report. When this option is selected, the Report will filter by requisitions and only display those in a pending status. |
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| 05/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2017 | | General | | - | Corrected journalizing PO's by marked population. |
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| 04/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2017 | | New Features | | - | Added an option to the PO/Req entry screen to display the Fund/Dept/Acct description for the GL number line item. | | Reporting | | - | Added an AP to PO Reconciliation Report to display differences between amounts invoiced and amounts on PO. | | - | Added a report writer field for Amount Liquidated to be used on PO reports. | | - | Corrected the error when running the PO with Receiver Report on PO's with 0 line items. |
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| 03/01/2017 | | Reporting | | - | Corrected the word "Information" from being cut off in the header of the Purchase Order Report. |
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| 02/15/2017 | | General | | - | Changed the label from Orders I Created to Pending Orders I Created. | | Reporting | | - | Updated the Balances by GL Number Report to correctly reflect canceled PO's. |
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| 02/01/2017 | | New Features | | - | When using bidding you can now indicate if sales tax and/or freight is a part of the bid. |
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| 01/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2017 | | General | | - | Corrected issue clicking product codes when not linked to inventory management. |
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| 12/15/2016 | | General | | - | Corrected issue with GL number access when using the fund filters as well as the advance setting Allow Use of GL Numbers from All Department. | | - | Corrected the rounding issue with negative amounts on the purchase order that matched a positive amount. | | New Features | | - | Added the ability to view PO's with and without attachments through the tools button on the PO entry screen. | | - | Corrected the issue with not being able to sort the Status column as well as added an amount remaining column to the year end process in PO. | | - | Added the ability to set a default FOB terms in general settings. | | Program Setup | | - | Added the ability to expand decimal places for quantity up to 4 places. |
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| 12/01/2016 | | New Features | | - | Added the ability to enter lead times upon requisition entry. This is used to calculate the due date on PO line items.
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| 11/15/2016 | | General | | - | Added the UPC and User Field 1 to the to the inventory look up table. | | New Features | | - | Changed the option when emailing vendors to say email all vendors. | | - | Added the ability to select if a specific PO type will allow for receiving. | | Reporting | | - | Added a new Change Order Amount report to the Change Order Report category. |
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| 11/01/2016 | | General | | - | Corrected the year prefix on a purchase order number when spanning the fiscal year. | | New Features | | - | Added an option in General Settings to copy the GL description to the Item description when this field is blank while adding a requisition or purchase order. |
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| 10/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2016 | | New Features | | - | Added the option for sales tax and freight into PO. Once activated this will also enable the feature in AP. | | - | Added purchasing card information to the requisition view when mass approving/denying requisitions. | | - | Added PO user fields to the drill down from Accounts Payable. | | Reporting | | - | Added some purchasing card information to be utilized in the advanced query option on PO reports. |
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| 09/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2016 | | General | | - | Added commas to the unit price field to be consistent with AP. | | - | Corrected over budget notification when a change order is created with a GL number that already exists on the PO. | | New Features | | - | Added the ability to set user group with Fund/Department/Account number access in place of the individual users. As well as allowing for an option to override the group access on the individual user if needed. |
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| 08/15/2016 | | General | | - | Updated the Notes button to flash when option is selected while drilling into PO Details from the Mass Approval screen. |
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| 08/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/15/2016 | | Reporting | | - | Added Contract Start and End Date to the Custom Purchase Order report. |
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| 07/01/2016 | | New Features | | - | Added Generic Requisition Import. |
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| 06/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2016 | | General | | - | Corrected the issue viewing the approval path from the mass approve/deny screen. | | - | Debarred vendors can no longer be used on Requisitions. | | New Features | | - | Added option Enable Flagging Purchase Orders As Assets to General Settings. Disabling this option will hide all "Flag as Asset" fields from the Purchase Order Entry screen. |
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| 05/01/2016 | | General | | - | Resolved issue with the "Set as Asset" flag being enabled when editing the PO. | | New Features | | - | Added the ability to View Vendor Activity from the Task Menu. |
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| 04/15/2016 | | Reporting | | - | Updated the PO History report to include canceled PO figures. |
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| 04/01/2016 | | New Features | | - | Add the ability to "Check Over Budget State" under the Tools menu. This will allow the user to check the budget of the GL numbers on the current record as of a selected date. |
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| 03/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2016 | | Access My Gov | | - | Requisitions will now be converted to PO's via AMG if the user approving has the appropriate access. | | General | | - | Removed multiple prompts when converting requisitions to PO's from the Mass Approval screen. |
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| 02/15/2016 | | General | | - | Resolved issue where some requisitions were not automatically converting to PO's upon full approval. |
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| 02/01/2016 | | General | | - | Added an option in general setup to not validate the post dates of purchase orders against contract dates. |
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| 01/15/2016 | | Reporting | | - | Added Contract List Report under the category Other Reports. |
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| 01/01/2016 | | General | | - | Added ability to print the Remaining Balance on the Custom Purchase Order Report. | | New Features | | - | Added option "Show Detail Index on Receivers" to General Setup. This will display the line number of the items being received. | | - | Added a notification Await Conv to PO for requisitions that are fully approved and awaiting conversion into a purchase order. This will be visible to any user who has rights to convert an approved requisition into a purchase order. | | - | Change Order approval enhancements. | | Program Setup | | - | Added ability to set Default Internal PO Format. This can be found under General Settings > Printing Options. | | - | Added option under Database Setup > Vendor Setup > Purchase Order tab to Skip Bidding for this Vendor. |
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| 12/15/2015 | | New Features | | - | Added several options as enhancement to the bidding process. These can be found under General Settings. | | - | Added option "Remember Last Used Approval Department." This can be found under Program Setup > My Settings > Data Entry Options.
| | Program Setup | | - | Added option to Require Attachment to Price Source setup. |
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| 12/01/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2015 | | General | | - | When using a contract on a requisition, the post date of the requisition must fall within the state/end date of the contract. |
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| 11/01/2015 | | Reporting | | - | The PO History Report will now display 'Void Inv' for voided invoices. Any other regular, non-voided invoice will display as 'Invoice.'
| | - | Unlocked the population options on the Vendor Activity Report. |
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| 10/15/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2015 | | General | | - | The Price Source will now retain the value set on the requisition instead of switching to "From Vendor" when the purchase order is created. | | New Features | | - | Added option to "When Bid are Required Send Approval Emails After Bids Received." | | - | Flag as Asset Setup now allows for a range of GL numbers. | | - | Added option to "Email the person who created the original change order" when a change order is approved. | | Program Security | | - | Added user security setting "Allow PO entry if no budget on GL #s". |
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| 09/15/2015 | | General | | - | Resolved reporting issue with the previous 9/15/2015 update. Reports with calculated fields, images or tables should be corrected automatically, unless the form was edited and saved using the previous 9/15 version. |
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| 09/15/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2015 | | Reporting | | - | Corrected how change orders are reported on the Balances by GL Number Report. |
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| 08/15/2015 | | New Features | | - | Added a date range to the "Send Approval Emails to Backup User" option under My Preferences. | | Reporting | | - | Added option to "Include PO Type Name" to the Balances by GL Number report. |
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| 08/01/2015 | | New Features | | - | Added the ability to reinstate a cancelled or liquidated purchase order. | | - | Added option Require Purchase Order to Options when Saving Receivers under General Settings. | | - | Added option to allow Change Orders on completed PO's. This can be set on specific PO types under Program Setup > Database Setup > PO Types. Also added a User Security in relation to this new feature "Create Change Order on Completed PO's." | | - | Added the ability to mark a PO type as default. | | - | Added a Vendor filter to the PO/Requisitions table. |
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| 07/15/2015 | | General | | - | Updated the label on the Req/PO Summary to be Amt Rel (Amount Relieved) instead of Inv Amt (Invoice Amount). | | - | Denied invoices will no longer prevent a change order from being added to the associated purchase order. | | Reporting | | - | Resolved incorrect values on the Custom Purchase Report for merged requisitions. |
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| 07/01/2015 | | New Features | | - | You will now be able to assign a different location per line item on the Receiving screen. There are two new settings you will need to turn on in order to enable this new feature. In Inventory Management, go to Program Setup > Program Settings > General Settings. At the bottom of that screen check on the box to Allow Multiple Location Receiving. You can then also check on the box below that to Default Receiving Location to Current Location for single location items. These settings will flow through to the Purchase Order Program Receiving as well.
| | Program Security | | - | We now allow inactive vendors to be used on Requisitions. This is available for all admin users and can be enabled for individual users under the Requisition Setup Options in User Security Settings. |
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| 06/01/2014 | | General | | - | When using change order approvals, the budget check will be as of the date of the change order. | | New Features | | - | Added an option under User Preferences to flash the Notes button on PO's and Requisitions when notes are present. | | - | If option to Carry Encumbrances Forward is NOT enabled in General Ledger, a change order may not be made to a PO that spans fiscal years. |
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| 05/15/2014 | | General | | - | Purchase Order will pull the correct over budget message when budget amendments are made. | | Reporting | | - | Resolved issue where project accounts were showing a discrepancy on the Encumbrance Reconciliation Report. |
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| 05/01/2014 | | General | | - | When opening the PO program the notification pane is updating to show the correct notifications. | | Reporting | | - | Added approval history fields to report writer to be used on PO and Requisition reports. |
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| 04/15/2014 | | General | | - | Added a tool to copy an existing Shipping Address in program setup. | | New Features | | - | Added option to "Email the Person who Entered the Original Requisition" when PO is created. This email will include a PDF of the Purchase Order. |
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| 04/01/2014 | | Reporting | | - | Added a field for displaying the internal notes from a requisition on user defined requisition reports. |
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| 03/15/2014 | | Program Security | | - | Added security setting "View Audit Table" under category Database Options. This is defaulting to disabled. Any non-admin user will need this option enabled to view the Audit table. | | Reporting | | - | Balances by GL Number report is now printing grant codes. |
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| 03/01/2014 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2014 | | General | | - | Option to Default the PO Post Date to the Requisition Post Date is now being honored for Requisitions that are converted to PO's via the Mass Create PO's from Approved Req's task. | | New Features | | - | Added an export for SmartProcure. | | Other | | - | Budget checking on the Purchase Order will now reference the post date on Change Orders. | | Reporting | | - | When using Snap to Grid and Draw Grid, when creating a new report, these options will stay when set. |
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| 02/01/2014 | | General | | - | Added an Excel export to the PO/Requisition table. |
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| 01/15/2014 | | General | | - | Resolved issue with liquidating/cancelling a PO in a different fiscal year than the original post date. | | New Features | | - | Moved additional user fields to the Requisition/Purchase Order Screen and allow for these fields to be marked as required. | | - | Added the ability to set a PO on hold. This will not allow it to be selected for invoicing. |
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| 01/01/2014 | | General | | - | Both Internal and Public Notes fields are now visible from the Mass Approval screen. | | - | Resolved issue with liquidating a PO in a different fiscal year than the original post date. |
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| 12/15/2013 | | Reporting | | - | Corrected issue where changes would not save when editing a user report. |
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| 12/01/2013 | | General | | - | Changes were made to the way backup approvers are set. Users can now be set as primary approvers for selected departments and backup approvers for other departments. Prior to updating for this feature please verify correct database linking between GL/AP/PO. | | - | To prevent budgeting issues, we are now forcing the purchase order post date to be in the same fiscal year as the requisition. | | - | Resolved issue where the encumbrance amount was not displaying correctly when viewed from the GL Number Setup screen in Purchase Order. | | New Features | | - | Added option to "Attach PDF copy of PO to email" to the Email Notifications Setup. | | - | Added the ability to change a Contract code. | | - | A user preference was added to allow a user to choose to have their approval emails sent to the backup approver. This feature is found under Program Setup > My Settings > My Preferences > “Send Approval Emails to Backup User”. When a user turns this option ON, they will NOT receive approval emails, instead the email will be sent to the backup approver. Upon closing and re-opening the program the user is prompted to turn this option off. |
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| 11/15/2013 | | General | | - | Added an Audit entry for Year End Closing Process. | | - | Over budget notification will now show the GL# description instead of the Account # description. | | - | Resolved issue where budget checking was not including project accounts when GL was set to NOT budget for projects separately. | | New Features | | - | Added an additional notification for Awaiting Bids. | | - | Added User Specific defaults for the Ship To and Invoice To fields. These can be found under Program Setup -> Administration -> Users -> Advanced Settings. |
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| 11/01/2013 | | General | | - | Attachment count will now display correctly on a vendor for attachments added through PO. | | - | Resolved issue with the Grant Budget information displaying on the PO entry screen. | | New Features | | - | Added Search Function to assist finding users in active directory list. | | - | Made some changes to the Contract option. Can now assign vendors to a specific contract, run reports for a specific contract, add attachments to contracts, and set bidding rules per contract. | | - | Changed existing "Notes" field to new field called "Public Notes" and added field for "Internal Notes." |
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| 10/15/2013 | | General | | - | Added ability to Mass Email Vendors under Tasks ~ Vendor/Bidder Tasks. | | - | Resolved issue where "Skip Contract" option was not skipping the Contract link label. | | New Features | | - | Added Search Function to assist finding users in active directory list. | | Reporting | | - | Added option to print the Change Order Activity report in summary. |
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| 10/01/2013 | | General | | - | Can now Void and Reinstate Receivers under the Receiving Application View. | | New Features | | - | Added ability to change PDF document quality to control PDF file size. | | - | Added Search Function to assist finding users in active directory list. |
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| 09/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2013 | | New Features | | - | Added ability to merge a requisition into an existing PO. |
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| 08/15/2013 | | General | | - | Added ability to attach documents to contracts. | | Other | | - | Deleting attachments will now complete successfully. | | Program Security | | - | Added report profile user security allowing you to specify users or groups that can or can't access the report profile.
| | Reporting | | - | Added the ability to add watermarks to reports. The file must be .jpg and can be set in Program Setup | Administration | Global Report Watermark Setup. |
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| 08/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2013 | | New Features | | - | Requisition details will now show which GL number is over budget in the Mass Approve/Denial screen. | | Program Security | | - | Resolved issue where the option "Create a PO from a Requisition" was not being honored from the Mass Approve/Deny screen. | | Reporting | | - | Resolved issue where the Purchase Order Report was not reflecting the correct balance for liquidated PO's. |
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| 07/15/2013 | | General | | - | Resolved an issue where the approval notifications screen was not including requisitions to be approved by the backup approver. | | New Features | | - | Email will be sent when a requisition is denied or approval path has been modified. | | - | Added the ability to set the number of bids required based on amount of the Purchase Order. |
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| 07/01/2013 | | General | | - | Made improvements to the "Awaiting Approval" notification section to separate the various items that are awaiting approval. |
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| 06/15/2013 | | New Features | | - | Setting under Vendor Setup>General Setup in AP and PO to "Display note at Invoice/Check/PO Entry" when the vendor code is set in AP or PO. | | Program Security | | - | New column on the Vendors table "Print 1099". This replaces the Fed ID column to prevent users without rights to that information from seeing the ID#. |
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| 06/01/2013 | | Reporting | | - | The alignment has been fixed on the "Standard" requisition and purchase order reports. | | - | Resolved an issue where the Notes field would not print on a requisition report if the requisition was converted to a PO. |
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| 05/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2013 | | Other | | - | Resolved an issue where Change Order could not be approved from the Mass Approval/Denial screen. | | Reporting | | - | Added a "Requisition Turnaround Time Report" to the Purchase Order category. This will show the number of days between requisitions added and PO's created, as well as an average for all PO's included in the report. |
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| 04/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2013 | | New Features | | - | Added the ability to add a new approval level(s) based on a copy of an existing level. | | - | Added a column of "Grants" to the Year End Close process to show if a Requisition or Purchase Order is associated with a Grant. | | Program Setup | | - | Added an option to "Disallow Approval/Denial All" under Program Setup->Program Settings->General Settings. This will disable the ability to approve or deny all selected on the Mass Approval/Denial screen. | | Reporting | | - | Resolved an issue where the approvers were not correctly printing on the PO report. | | - | Resolved an issue where the PDF copy of the PO that was emailed to the vendor was sending multiple copies. |
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| 03/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2013 | | General | | - |
When Emails are manually sent out in a batch, there will now be an audit entry in the Audit table.
| | - | Resolved an issue where the budget was not being checked properly when changing the post date on a Requisition to a previous fiscal year.
| | - | Resolved with the "Send Email When PO is Created Option" where the email was not being sent when directed to do so. | | - | If you have the option to "Carry Encumbrances Forward" turned "OFF" In GL under Program Setup > Program Settings > General Settings > PO Interface Settings, then you will not be able to enter a PO with a post date in a different fiscal year than the Requisition for that PO. (REQ and PO post dates have to be in same fiscal year)
| | - | Resolved an issue where a cancelled Requisition was still reflecting in the encumbrance totals.
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| 02/01/2013 | | General | | - | Resolved an issue where the Requisition amount in the details section of selected Requisition on the Mass Requisitions Approval/Denial screen was not displaying correctly. | | Program Setup | | - | Added the ability to change the Shipping Codes under Program Setup/Database Setup/Shipping Address Setup->Tools. |
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| 01/15/2013 | | New Features | | - | A new security option will allow/disallow the same user to create a purchase order from the requistion that they created (seperation of duties). Security option is under PO Data Options>Create Purchase Order From Requisition User Created. | | Other | | - | Change Order approval setup will now be setup on a per Approval Level Group, under the Advanced settings. Change Order approval is an option that can be turned off, require re-approval by the last user to approve the requisition, get sent to a specific specified user for approval, or go through the full approval process.
Additionally, any approval/denial of change orders will now show under the Mass Approval Window in yellow to denote a Change Order. |
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| 01/01/2013 | | General | | - | The correct overbudget flag will be displayed when a budget amendment has been completed prior to the date of the change order. | | New Features | | - | Added new option when approving requisitions for administrators or enterprise users to only view requisitions they explicitly have access to. |
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| 12/15/2012 | | General | | - | Reworked the way Receivers work in Purchase Order. There will now be a receiver table and a more enhanced tracker of items received. | | - | Resolved issue where the zip code on the vendor was being set and printed incorrectly when accepting a bid from a vendor. | | New Features | | - | Added feature to allow partial Purchase Orders to be exported to Fixed Assets. | | - | Added ability to apply a change order to PO lines that are posted to multiple GL distributions. | | Program Setup | | - | Added ability to set default # of units along with the GL distribution and amounts under the Vendor Setup. | | - | Added ability to search for a vendor when using utility to Add Multiple Vendors as Bidders. | | - | Added an option under General Setting to set the number of decimal places to use for unit price. This can be set at any number between 2 and 5. |
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| 12/01/2012 | | General | | - | Over budget notification is now displaying correctly in both the main Purchase Order Entry screen and the mass approving/denying requisitions screen. | | New Features | | - | Added ability to set filters on the PO/Requisition Table. | | - | Added feature "Use Full CO Approval Process". When enabled, this feature will send Change Orders back through the Requisition approval process. | | - | Added scrolling notification to Requisitions that are Awaiting Bids. | | - | Added new user security option to allow a user to change the vendor code on a PO after a bid has been accepted. |
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| 11/15/2012 | | Program Setup | | - | With the setting "automatically convert reqs to PO once fully approved" turned on, there is no prompt for the the PO to be journalized. | | - | Added option to "Allow Unknown Vendor when saving POs from Reqs that skip bidding." |
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| 11/01/2012 | | General | | - | Ability added to view a list of emails that are pending and not sent yet. This view is under Table Views. | | - | The PO approval screen now saves the sort order after closed and re-opened. | | - | When manually entering in a PO number and the enter/tab key is hit, the focus will now go to the vendor field. | | - | Corrected issue with the overbudget flag being incorrectly thrown when the order of entry on a Requisition was done as Quantity, Unit Price then GL#. |
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| 10/15/2012 | | General | | - | Corrected issue with no notifications were occuring if a user had no rights to approve any distributions on a requisition. | | - | Corrected issue where customers were getting an error that they cannot add an overbudget requisition. | | - | If a user doesn't have access to appprove requisitions, they can now no longer view the details of the requisition from the Mass Approve/Deny screen. | | - | Corrected issues with Purchase Orders not journalizing. | | - | Option added in the Staff Member Setup screen which will allow importing of the Name field instead of the User Name and also the phone number when using the Import Name from User Listing tool. | | - | Corrected issue with Purchase Orders displaying an overbudget notification after a change order added, bringing the amount down to within the actual budget. |
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| 08/31/2012 | | General | | - | Added description to the Units of Measurement setup list. | | - | Added option to require Product Code when saving Requisition/Purchase Order. | | - | Add option under Advanced User Security to Limit Staff Member Usage. This would limited the staff members that the user could assign to purchase orders. |
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| 07/25/2012 | | General | | - | Added Vendor Sort Name to PO/Req table. | | - | Added the ability to populate vendor info when setting up a bidder. | | - | Resolved issue were Mass Approval screen was not displaying overbudget info correctly. | | - | Added feature to allow fiscal year to be formatted in PO/Req number. |
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| 06/19/2012 | | General | | - | Option added under Program Setup~General Setup to establish a default payment term on all new purchase orders entered. |
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| 06/08/2012 | | Reporting | | - | Resolved issue where approval users were not printing correctly on Purchase Order Reports. |
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| 05/24/2012 | | Reporting | | - | Report Designer fields added to allow for the First Level Approval name and the Last Level Approval name to print on any PO report. |
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| 05/18/2012 | | General | | - | Fixed issue with year not formatting into PO #. |
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| 05/11/2012 | | General | | - | Added option "Automatically Approve Requisitions Entered by this User". | | - | Added option to use "A" in the PO number format. This will allow any alpha or numeric character in the PO number field. |
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| 02/29/2012 | | General | | - | Fixed issue where Change Order was checking the budget based on the PO post date and not the Change Order Post date. | | Reporting | | - | Added column to Custom PO Report "Distribution/Amounts" | | Program Security | | - | Changed security setting. If a user has rights to Add a Staff Member they can now also Delete a Staff Member. | | - | Added Security Setting "Change Vendor Address on Requisitions/PO's" |
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| 02/10/2012 | | General | | - | PO will now check the budget at the Account level when using projects if GL is set to not budget for projects. |
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| 02/02/2012 | | Reporting | | - | Fixed issue where the Balances by GL Number report would not show correct balance with a credit PO. | | - | Added GL # Summary and Total to the Balance by GL Number report. |
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| 01/30/2012 | | Reporting | | - | Added Option "Exclude PO's with Zero Balance" to the Balances by GL Number Report |
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| 01/16/2012 | | Program Security | | - | Fixed "Entered by" checking so it will now NOT be case sensitive |
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| 01/09/2012 | | General | | - | Corrected issue where the creation of PO's from Requisitions during the Mass Approval process was running too slow. This was due to the way the system was doing verification of email servers betwen machine and BS&A and has been corrected. |
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| 01/04/2012 | | General | | - | Added closed accounting period checking as well as post date checking to the proof run of the Year End Process. | | - | Corrected issue with users who don't have rights to edit a PO not being able to view the notes and user defined fields. This is now allowed even when rights to edit PO's is turned off. | | - | Corrected issue where liquidating a Purchase Order resulted in an error. |
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| 12/16/2011 | | General | | - | Added chages to the system so that when there is an overbudget REQ and it is edited to have a GL distribution that is not over budget, the approval level setup will reset. | | - | Corrected issue with an error being thrown when saving a requisition that it couldn't find current approval levels. | | - | Added ability to see inactive vendors in PO Vendor search window. | | - | Added filter fields of Entered By, Post Date and Status to the print PO process. |
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| 12/09/2011 | | General | | - | Option added to the General Setup screen. "Check Over Budget Security Settings for Approvals", if set, will not allow a user who doesn't have security rights to "Allow PO Entry if Over Budget" to approve the PO. | | - | Corrected issue with emailing during the AP Approval Process. |
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| 12/01/2011 | | General | | - | User security item added. "Edit Non-Financial Informatin on Journalized POs" under the PO Data Options category will allow users to edit the attachments on a purchase order. |
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| 10/26/2011 | | General | | - | Corrected issue with the Bidder Selection table on a Requisition. |
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| 10/17/2011 | | General | | - | Option added to the "My Preferences" screen which will allow for displaying of the GL description when viewing a Purchase Order Approval screen. |
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| 09/23/2011 | | General | | - | Corrected issue where the notifications pane was not displaying the correct original requisition amount. |
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| 09/15/2011 | | General | | - | Added additional fields under Contracts setup | | Program Security | | - | Added security setting to Export Purchased Items to Fixed Assets |
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| 08/29/2011 | | General | | - | Corrected issue where a PO Change Order was not journalized when the email system failed. Now, if there is a problem with an email and it it returned or fails, journalization will still occur. |
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| 08/23/2011 | | General | | - | Ability added to set a flag on a per-approval level basis that will tell the program not to send approval emails for approval/denial to the users on that level. |
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| 08/18/2011 | | General | | - | The Mass Approval scren will now show over budget PO's with red background. |
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| 08/15/2011 | | General | | - | Added functionality so that when a PO is approved and the email settings are setup, the 'sent by' field on the email will actually be the user that approved the PO and not the outlook user signed into the system at the time. | | Reporting | | - | Corrected issue with the GL# not properly displaying on the PO Requisition Report. | | - | Set the default print orientation on the Purchase Order History Report to landscape. | | - | Corrected issue with the PO History Report throwing and error when a PO had a deleted distribution row. |
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| 07/22/2011 | | General | | - | Added a link to the BS&A Financial Management website to the Help Menu. |
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| 07/15/2011 | | Reporting | | - | PO Status added to the Vendor Activity Report |
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| 04/13/2011 | | Program Setup | | - | Corrected issue with the options being reversed on the PO Interface Settings screen. |
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| 02/17/2011 | | General | | - | Change orders were not creating a history entry when added. This has been corrected. | | - | When a change order was entered, and the PO had a partial status, it was not prompting to print. This has been corrected. |
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| 02/01/2011 | | General | | - | Corrected issue with Batch Emailing when Purchase Orders were created. |
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| 01/28/2011 | | Program Setup | | - | Option to use SSL in SMTP email setup added. |
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| 01/25/2011 | | General | | - | Option to request a support call. This new feature can be found under Help->Contact Customer Support->Request Support Phone Call. | | Program Setup | | - | Added option to use SSL in SMTP email setup. |
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| 01/07/2011 | | General | | - | The GL distribution from the Vendor Setup will now populate the GL distribution line item on any PO being created. |
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| 01/03/2011 | | General | | - | In the Approval Screen for a Requisition/Purchase Order, their will now be a label at the top of the screen displaying the last approval level. | | - | Added clickable links which will display the detail of both the GL Activity and the Encumbrance Activity. |
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| 12/20/2010 | | Program Setup | | - | Users field on the Purchase Orders screen will now access the list of users from User Setup. |
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| 11/18/2010 | | General | | - | Issue found and corrected in regards to Change Orders being entered on a Purchase Order. If a user doesn't have rights to enter in an overbudget PO and the PO they are changing has 2 or more distributions, the overbudget security message will not display on any line that is not overbudget. |
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| 11/10/2010 | | General | | - | Corrected issue with the Edit Approval Levels security item. |
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| 11/05/2010 | | General | | - | Added "Vendor Email" as a field that is actually stored on the purchase order, similar to the Vendor Name/Address information setup. |
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| 11/04/2010 | | General | | - | Batch email option to only send emails created by the current user added. |
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| 11/03/2010 | | General | | - | Ability added to send emails to vendors, for Purchase Orders and Change Orders, at the time of creation. | | - | When a change order is done on a PO from a previous fiscal year, the old budget was being verified against. This has been changed to verify the current fiscal year budget. |
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| 10/25/2010 | | General | | - | Issue found and corrected with journalizing of blanket purchase orders. If the PO's were not marked as journalized when created, the system was throwing up an error of "No Records Found" when attempting to journalize through the task menu. These may now be journalized manually. | | - | Renamed "Bidder Web Setup" to "PO Web Setup" and also will now display if online approvals are being used. |
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| 10/19/2010 | | General | | - | Context menu options added for taking and printing screenshots of open windows in any application. Users can access this by right mouse clicking on the menu bar of the current open window or via a cntrl+print screen hotkey. |
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| 10/13/2010 | | General | | - | Email Service has been updated |
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| 09/28/2010 | | General | | - | Checkboxes added to the Price Source setup items which can be used to require whether or not notes should be required if a specific price source is chosen on a Purchase Order. |
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| 09/27/2010 | | General | | - | If a purchasing address on a requisition or purchase order is used and there is nothing entered in for that vendor, it will just use the billing address. |
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| 09/21/2010 | | General | | - | Issue found and corrected where if the application was updated first without updating GL, database related errors were occuring. |
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| 09/08/2010 | | Reporting | | - | Corrected formatting issue with the Invoice History Report when printed to an Excel spreadsheet. |
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| 08/31/2010 | | Reporting | | - | When modifying user reports, the system will now pick up any changes to the reports or newly added reports on other workstations that were already open, without the other workstations needing to restart the application. |
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| 08/11/2010 | | General | | - | Character limit in the Vendor Email Address field has been increased. |
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| 08/03/2010 | | Reporting | | - | Added the ability to set the Sizing Mode on images in reports to be "Keep Aspect" so that images are not streched on reports. |
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| 07/30/2010 | | General | | - | Changes to the 'Automatcially Flag as Asset' feature made. Now when a PO is saved and it needs to auto-flag one or more lines as an asset, it will prompt with a list of the lines that are going to be flagged. This will allow for checking or unchecking one or more of those line items so that they are or are not automatically set as an asset. |
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| 07/27/2010 | | General | | - | Flag As Asset Setup option added where it can be setup to set a minimum amount of a line item. If that line item happens to be greater than the set amount, it will automatically set the option to "Flag As Asset". Additionally, a list of GL numbers can be added to the screen and if the detail line of the Req/PO is set to use one of thsoe GL Numbers, it will automatically flip the "Flag as Asset" to on. |
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| 07/22/2010 | | General | | - | Issue found and fixed within the Purchase Order Year End closing process. It was incorrectly checking if a PO's post date was in an open period even whent he PO was already journalized. |
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| 07/20/2010 | | General | | - | Option added under the Set Fields Utility within the Tools button to allow for setting a group of PO's as Archived. |
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| 07/08/2010 | | General | | - | Vendor name added to all approval emails | | Reporting | | - | Column size adjustment made to the PO Amount column on the Purchase Order Report. |
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| 06/28/2010 | | General | | - | Implemented a new process of checking for database changes to bank and vendors tables that is faster and more reliable. |
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| 06/15/2010 | | General | | - | Option added to the email process. Now if a user has no security rights to the approval process, they can still have an email sent to them when there are Requisitions that need to be converted to PO's. |
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| 05/21/2010 | | General | | - | Utility to Set Tax Unit/Section from a parcel number has been updated |
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| 05/13/2010 | | General | | - | Issue found and fixed with entering new price sources. |
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| 05/13/2010 | | General | | - | Added a checkbox in the General Setup screen to allow a PO to use it's own individual GL security access filters even if linked to GL. | | - | Issue fixed with Security Settings in the Mass Convert to Purchase order feature. |
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| 05/12/2010 | | General | | - | Issue found and fixed in where the posting date was always set to the current date in the event of skipping requisitions. (i.e. When "Auto Create PO on Save" option was turned on) |
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| 05/12/2010 | | General | | - | Security Settings Issue found and fixed. When a user has specific settings on their user record and are also part of a user group with a different set of security settings, the last record viewed (either the user settings or the group settings) would 'win'. This has been changed to where the one with 'rights' wins. Therfore, if the group settings have the right, the group security would be used. | | - | Option added to allow for a PO to not be journalized at save time when there are no approval levels. |
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| 05/11/2010 | | General | | - | Issue found and fixed in relation to the Requisition Number Quick Search. The search was not properly using the requisition format mask by default. | | - | Utility added in the Task Menu for Mass Converting Fully Approved Requisitions into Purchase Orders. |
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| 05/10/2010 | | General | | - | Changed the labeling on the 'order history' button on the main PO screen. This will allow for easier understanding of which entry is a requisition, purchase order or change order. | | - | Show Change Order information made available on the Vendor Activity Screen. | | - | Show Change Order Amount, as well as the Previous Value, made available on the Historical PO Information screen. |
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| 05/07/2010 | | General | | - | Update made to the "Reset Amount Relieved" utility. |
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| 05/06/2010 | | General | | - | Found an issue where a file was missing for PO approval IS related information. |
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| 05/04/2010 | | General | | - | Issue found and fixed with the PO Department mask not matching the GL Department mask. The department field on the PO Entry screen was not being properly updated if the PO Dept mask didn't match the GL Dept mask. |
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| 04/29/2010 | | General | | - | Corrected an issue with the Table Header on the Tree-View panel. If the Header was hidden while viewing the main panels, the header will now be shown again properly when going to the tableviews. |
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| 04/26/2010 | | General | | - | Issue found and fixed when adding a requisition and have to edit the department number. If the department was edited, the approval level was maintaining the original department approvals and not the new one. | | - | Ability to re-send requisition approval emails added | | Reporting | | - | Added the ability to use the General Setup option to Automatically Print PO when Saved when using the Mass Approving Requsitions Task. |
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| 03/26/2010 | | General | | - | Problem found and fixed. When a Bidder code was entered, the name was not populating until moving to the next line. | | - | The option to "Allow for Dept Emergency Requisitions" will now be disabled if the "Use Approval Process" option is not turned on. |
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| 03/16/2010 | | General | | - | Problem found and fixed with the Mass Requisition Approval over budget notification |
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| 03/15/2010 | | General | | - | Changed the label "Liquidated" to "Liq.###.##" where ###.## is the amount minus the amount relieved | | Reporting | | - | Fixed a problem during the process of trying to tie out converted AP invoices to converted PO distributions on the Balances by GL# Report |
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| 03/12/2010 | | General | | - | Fixed an issue with approvals on PO's that have an approval group specifically set up for blanket purchase orders |
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| 03/12/2010 | | General | | - | Fixed an approval email issue so two emails are no longer received when approval levels change |
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| 01/05/2010 | Added the ability to set a block in the tableview by holding down the shift key and clicking from one record to another. Likewise you may mark records in the table view by holding down the control key and clicking on records. |
| 10/20/2009 | Added the ability to specify a specific population of Purchase Orders to journalize. |
| 10/16/2009 | Added the ability to set up a list of departments for approvals that is separate from the General Ledger department list. Also added the ability to specify an 'approval department' on a user that is separate from the 'home department'. |
| 10/14/2009 | Added a PO Vendor Activity Report similiar to the AP Vendor Activity Report. |
| 10/13/2009 | When creating a change order - you can now enter notes at the time when you are prompted for a post date. These notes can then be viewed under the 'Change Notes...' button in the PO History screen. (The PO History screen is accessible from the main Purchase Order Entry screen by clicking on the 'Order History' toolbar button). |
| 09/30/2009 | Allow editing of values under the 'Details' button for purchase order details when creating a change order. |
| 09/11/2009 | On the user security report an option has been added to show a user's security settings for all applications, not just the current appication. |
| 09/09/2009 | Added the ability to change the order that reports get run on a report profile. |
| 09/08/2009 | Added an option to the 'General Setup...' screen to disallow the printing of completed purchase orders. |
| 09/03/2009 | Added Copy/Paste options under the 'Tools' toolbar in the Fund/Dept/Account access setup form. |
| 08/03/2009 | Added option to the Purchase Order Entry Options for "Quick Copy GL Numbers From Previous Line". |
| 07/29/2009 | Added a "Bid History" tab to the bidders setup window. |
| 07/20/2009 | Added the "Balances By GL Number" report to the "Purchase Order Reports" category. |
| 07/09/2009 | Fixed a bug where it would allow you to edit the financial information of a completed purchase order. |
| 06/25/2009 | Added a tech support utility for correcting Purchase Order statuses. |
| 06/23/2009 | Made pasting controls in the report designer place the controls where your cursor is instead of being centered in the current section. |
| 06/15/2009 | Fixed a GL Security Bug. When limiting on accounts there were certain cases where it would incorrectly filter out more accounts than it should have given specific security settings. |
| 06/12/2009 | Fixed a bug where if a user had security access to create a change order, but not a purchase order, it would not let them change anything on pre-existing/journalized purchase order. |
| 06/10/2009 | -Added the requested approval level to the approval level emails that are sent out.
-Added the option to show the current approval level for each requisition when using the mass approval form. |
| 06/08/2009 | Added a new option in the 'Program Settings' area under 'General Settings...' to change settings for whether or not to print, not print, or prompt to print a receiver after a new receiver has been saved. |
| 06/05/2009 | Fixed an issue where the 'department' field could sometimes drop extra digits of the department field on the PO/Requisition if the department format was more than 3 character. |
| 06/03/2009 | Made AP/PO share the security setting for setting up vendors -- Always set in AP now. |
| 06/03/2009 | Added "Jump To Page" command for report previews. You can access it under the "View" menu or by simply prettying the "J" key while viewing a report. |
| 06/02/2009 | Added the ability to enter Purchasing Card information on PO's that can be sent over to the Accounts Payable system. |
| 05/27/2009 | Fixed bug displaying departments in the Approval Level Report. |
| 05/27/2009 | Added the ability to modify User Group names. |
| 05/27/2009 | Added the ability to rename approval level groups. |
| 05/27/2009 | Added the ability to change User Group names. |
| 03/11/2009 | Added an ability to print a "Change Order" that is similiar to a purchase order, but will allow you to see the list of changes made from the original purchase order. |
| 03/02/2009 | Added a "View Activity" button to the vendor setup that allows the user to see any Purchase Order/Requisitions for the current vendor. |
| 02/13/2009 | Added the ability to custom define the order in which you enter data for a purchase order. The options are available in the "Options" button on the main Purchase Order data entry screen. |
| 01/29/2009 | Added the ability to add a Country Code for Vendors on Purchase Orders/Requisitions. This field is also avaiable to use on custom reports.
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| 01/29/2009 | Pasting into a textbox, while not editing, the textbox will now replace the existing text instead of appending it to the end. |
| 01/29/2009 | When doing GL number searches, the results window now has a checkbox option to hide any GL number with a project code attached. |
| 01/21/2009 | Added a "Project Description" column to the GL # lookup table, when using project accounting.
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| 01/21/2009 | If a GL # is entered, that also matches a GL # with a project attached to it, the search results window will now display a list to allow choosing of the correct GL number. |
| 01/21/2009 | Added a print button to the approval level setup. This will print all the approval levels in diagram form, specify what departments each are for, and what users can approvel each level, etc. Also added under "Report->Other Reports" as "Approval Levels Report". |
| 01/12/2009 | Made the status on the main PO entry screen into a link label, so that if a PO or REQ is cancelled or denied, it becomes a link that will show the reason and any notes associated with the cancellation. |
| 01/12/2009 | Added the ability to hit Ctrl+I while on a grid, to insert a new row at the location of the selected row. |
| 10/02/2008 | Added the Generic Data Export under the file menu. |
| 05/04/2001 | | General | | - | All departments may now be selected when setting up an Approval Group | | - | Corrected issue that was found when entering a department on a Purchase Order Entry screen. If the PO Department mask was not the same as the GL Format Department mask, the entry was not working correctly. |
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