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SMART Requisition Module
Release Notes for Requisition SystemVersion Number: 2.5.4 Build 0 Release Date: June 26, 2008
• Corrected problem which prevented Help:Install Module Update from functioning properly.
Version Number: 2.5.3 Build 23 Release Date: May 27, 2008
• Tighter integration with the Vendor module. • Increased speed when returning to module from external applications.
Version Number: 2.5.2 Release Date: February 22, 2008
• Corrected problem with premature module shutdown.
Version Number: 2.5.1 Release Date: February 20, 2008
• Fixed issue of reprinting a Purchase Order.
Version Number: 2.5.0 Release Date: February 7, 2008
• Added Responsibility Code next to account number on the overview screen. • A new documentation link to the RESA web site added under Help Menu. • The "Attn:" field on the overview screen now says "Vendor Attention." • Added Vendor Number when doing *Wildcard search for Vendor. • Fixed the problem of correct vendor not being selected after sending with pending vendors. • If a Vendor somehow gets deleted that is tied to a requisition, the list screen will show "Vendor deleted". • Added Ability to copy mask from approver to user. • Saving of last line before a SEND is now automatic. • Shipping instructions issues of saving fixed. • Added ACTION menu on Set Up Available Accounts to Refresh Available Accounts. • The Receiver may now be printed • Added ability to change a pending vendor to an existing vendors address by pressing the Change Vendor button on a pending vendor. • Fixed lockout of printing PO's when leaving the Create PO Screen.
Version Number: 2.1.0 Release Date: October 1, 2007
• Requisition/PO now has a receiver feature capable of creating a receiving document when goods or services are received. o A Receiver tab is now available along with the Overview, Expense, Shipping, Approval and History tabs o Selecting the Receiver tab provides the option to create a receiver for one or more line items on the purchase order using the piece of paper with the sunshine. o Once a Receiver has been created, it can be been printed using the print icon at the top of the screen. • A new feature of purchase order creation restricts the print function to one user at a time.
Version Number: 2.0.1 Release Date: May 23, 2007
• Fixed the problem creating Pos when multiple users are accessing the same requisition
Version Number: 2.0.0 Release Date: May 14, 2007
• Fixed the problem with "Select All " button on create PO screen. At a given time you can work only with one year's requisitions. • The old style of PO report is restored • A new report that would show all accounts is added • Added the feature to add approver masks to a user • Fixed the problem with sending the requisition without a requestor • Fixed the problem with editing the line description after a requisition has become a PO
Version Number: 1.9.0 Release Date: December 4, 2006
• A new purchase order type entitled "Direct PO" is available. The primary feature of this PO type is that it does not require approvals; once the requisition is "Sent," it becomes a purchase order. A permission has been created for this PO type. • The District name and address on the top of the purchase order can be set to any location. The "district setup, Other Tables, Other" has a pull down tab to enter the location containing the name and address for the top of the purchase order. • A new optional message is available for printing on the top, right hand side of the vendor copy of the purchase order with the message "SEND INVOICE TO" and the address for sending the invoice. The "district setup, Other Tables, Other" has a pull down tab to enter the location containing the name and address for mailing the invoice. • All general ledger account numbers will print on the internal copies of a purchase order instead of just the first twelve account numbers.
Version Number: 1.8.4 Build 0 Release Date: August 8, 2006
• When cloning or creating a new requisition, the list year will default to the current year
Version Number: 1.8.3 Build 0 Release Date: August 7, 2006
• Fixed the issue with displaying Vendors and accounts for prior year requisitions. • Fixed the problem with missing data on cloned Requisitions. • Fixed the problem with certain instances of cloning generating extraneous expense segments. • Purchase orders are batched by year for printing. • Purchase order log prints automatically.
Version Number: 1.8.2 Build 0 Release Date: June 30, 2006
• Error fix related to PO Report.
Version Number: 1.8.1 Build 0 Release Date: June 28, 2006
• Shipping charges error has been resolved. • Canadian zip code can be use. • Purchase order log is available. • A ship-to name can be entered rather than using the requestor. • Account number entry issues have been fixed. • Account number now prints on the receiving copy of the PO. • Once a PO is created, the PO number now appears on the detail screen. • Now able to add or change shipping instructions and comments before Create PO. • When cloning a requisition, comments and shipping instructions are also cloned. • User masks now has a TAB showing account numbers of the selected user. • When Requisition module is started, the list screen defaults to the year user was in during prior use. • Shipping locations now have a second name. • Requisitions in "Awaiting Appr" or "PO Create" can be deleted. The user must have the "Delete In-Progress Requisition" permission to use this feature. • Attn name can be added to vendor address. • Budget checking not done if using asset or liability account.
Version Number: 1.8.0 Build 0 Release Date: May 10, 2006
• Enhancements related to List Tab and Detail Tab interactivity.
Version Number: 1.7.1 Build 0 Release Date: March 2, 2006
• Fixed the problem with approver masks and available account masks.
Version Number: 1.7.0 Build 0 Release Date: February 1, 2006
• Confirming Purchase orders now print CONFIRMING on the Purchase Order. • The Approval tab now shows the approver name in addition to the title. • The History tab now shows the user name. • Description of line items increased from 50 to 150. • Year now prints as identifier on Purchase Orders for NFY. • Expense by dollar splits Shipping between accounts. • Allows export of list screen to MS/Excel. • Coordinator can now add location and departments for all users. • Proxy reason no longer required. • Unit price has been increase to 1,000,000.00. • On the list or detail screen, columns can be permanently moved right or left. • Removed message when entering requisition system "No current requisitions to approve".
Version Number: 1.6.0 Build 0 Release Date: November 10, 2005
• Corrected problem with typing account number in the account field. • Fixed problem of reprint selection using non contiguous Purchase Order numbers. • Fixed second address for a vendor so it is selected after entered on Vendor Screen. • Increased Catalog field to 20. Also prints correctly on the PO • Quantity on line items now can take up to 2 decimals. • Fixed problem of account numbers printing over the comment area • Fixed District Setup, so Approver and user accounts pull down does not have RESA consultants. • Expensing by Percent now works. • Changed the color on excluded accounts to be more visible. • -Fixed problem when sending "requisition did not generate any approval segments." • -Fixed problem of refreshing the screen when approvers are approving.
Version Number: 1.5.0 Build 0 Release Date: September 19, 2005
-Delete Req In Progress -Confirming POs (Choose the type of Req/PO to be confirming and a box comes next to it so that you can enter the PO Number) -The accounts drop-down is now user-specific -Fixed quantity to now show 2 decimal places -Fixed Unit Price to now show 3 decimal places -Fixed new requisition available from all tabs -Fixed not to clear filter criteria when refreshing the list unless clear action is selected -Removed table of units and allow free form -PO report Changes 1.Req Date when still a Requisition (NOT PO) 2.Vendor Phone & fax 3.Shipping Location Phone and Fax 4.Centered Page Number 5.Vendor Number not on vendor copy 6.Increase length of Grand total -Fixed to consolidate PO Amount for duplicate accounts when creating PO -Record count on PO Create Screen is added -PO Create screen save location is now fixed -For all new requisition users user defaults with comments pre-checked -Default with one line item when creating new requisition -Expense locked down for requisitions not in create state
Version Number: 1.4.5 Release Date: August 26, 2005
• Errors out when you send a requisition and no vendor assigned • Errors out when you send a requisition and requisition amount is <= 0 • Only active and pending vendors in the vendor selection list • Consolidated PO Amount for requisitions expensed by line item • Retain Department (from overview screen) when you move to Shipping tab
Version Number: 1.4.3 Release Date: June 6, 2005
• Fixed the problem with expense calculation.
Version Number: 1.4.2 Release Date: May 24, 2005
• The list now is based on user default settings. • Budget Checking is implemented • Problem with PO report showing incorrect accounts is fixed.
Version Number: 1.4.1 Release Date: May 6, 2005
• Changed the ftp process to now make it independent of client machine.
Version Number: 1.3.0 Release Date: October 11, 2004
• Compatible with Smart XL version 2.9 and higher.
Version Number: 1.2.0 Release Date: February 20, 2004
This is the first generally available release. All districts can use the module to view existing requisitions and create new requisitions. Features Interaction with new Smart Maintenance module.
Version Number: 1.1.0 Release Date: December 19, 2003
This an update release of the Smart XL based Requisition system. This is the true Req module. Features Interaction with SMART has been restored.
Version Number: 1.5.0 Release Date: July 1, 2003
This an update release of the Smart XL based Requisition system. This version is a pre-release and will not work properly until Wayne RESA updates your database files. It is not compatible with your existing database. Features Allows on-line approval of requisitions.
Version Number: 1.0.0 Release Date: December 6, 2002
This is the initial release of the Smart XL based Requisition system. The current program allows viewing of requisition information for districts which use the host based requisition system.
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