2023.37: UoM, Compliance Audit, Bill-To's, Cancel Time

Created by Kenneth Abad, Modified on Thu, 14 Sep 2023 at 04:43 PM by Kenneth Abad

Features: 


Units of Measure (US-5891): We have added 2 new units of measurement to use for rates for vendors and clients. These UOMs will be available on the proposal/invoices that have the rates available. We have added the following:


  1. wk (Week)
  2. mo (Month)


Vendor Compliance Audit (US-5745): Vendor Compliance information in the Vendor Profiles will now be fully auditable. The audit can be opened from the History modal for the compliance item. The context menu shows the 'Detailed History' which brings you to the audit screen.


Multiple Bill-To's (US-4391): Invoices now require the Bill To field to be selected and filled. Any invoice that has been created up to this point will still function as expected, but editing/submitting the invoice will require the Bill To field to be filled.


The 'Bill-To' field in Proposals has also been altered. The field has been changed to 'Attention To'. The 'Attention To' field change is also reflected on the Create Proposal modal and can be filled in there but is not required.


The 'Attention To' field will populate with all of the Clients contacts that are on the system, instead of only the billing contacts for the 'Bill To' field.


Cancel Delay on Purchase Orders (US-5602): The 60 second delay on canceling a Purchase Order has been removed for all vendors that do not have an active user. If a vendor has the Umbrava logo indicator for their profile, they will still have the 60 second delay.


Bug Fixes:


Rates Table not displaying background & button color (US-6029): We fixed a bug that was not properly putting the background and button color on the Rate Table in the profiles.


Converted Client Proposal missing Client's Address on PDF (US-5988): We fixed a bug that was causing the Client's address to be missing from the Client Proposal PDF when converted from a Vendor Proposal.

   

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article