CHANGE LOG: Sales & Bookings
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Number
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Redmine
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Module/s
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Change Summary
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Change Type
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Author
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Confirmed By
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Published Date
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Release #
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1
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#7092
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Sales & Booking Process --> Sales and Booking Summary
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-
Introduction of updated business rules for 'Task Manager Status' to direct to the byondcloud login screen if a user is not logged in
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Enhancement
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Dulmini Ranasinghe
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Claire S.
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03-09-2021
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2
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#8460
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S&B Version 2.0
Sales Quotes -->
Credit Note Processing
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Location Summary: clear Deed/Certificate when credit note is posted
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Enhancement
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Claire S
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Claire S
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11-11-2021
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3
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#8461
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S&B Version 2.0
Sales Quotes -->
Credit Note Processing
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Additional HOR entries: update as follows when credit note is posted
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Enhancement
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Claire S
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Claire S
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11-11-2021
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|
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4
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#8462
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S&B Version 2.0
Sales Quotes -->
Credit Note Processing
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Validate Location operational status: check that status is not "interment" when credit note is posted
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Enhancement
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Claire S
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Claire S
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11-11-2021
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5
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#8544
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S&B Version 2.0
Sales & Bookings Process -->
Sales & Booking Summary
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dynamic connection to the Location to display the name/link for the primary holder of right of interment
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Enhancement
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Claire S
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Claire S
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16-11-2021
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6
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#8546
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S&B Version 2.0
Sales & Bookings Process -->
Sales & Booking Summary
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Authorising Person field label changes dynamically to show the family relationship to the Deceased/Reference Person.
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Enhancement
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Claire S
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Claire S
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16-11-2021
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7
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#8548
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S&B Version 2.0
Sales & Bookings Process -->
Sales & Booking Summary
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Deceased/Reference field label update dynamically in accordance with the status of the selected person record.
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Enhancement
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Claire S
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Claire S
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16-11-2021
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8
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#9028
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S&B Version 2.0
Receipts
Sales Quotes -> Order Header -> Order Details -> Sales Discounts
Sales Quotes -> Order Header -> Order Totals
Sales Quotes -> Order Header -> Payment Schedule
Sales Quotes -> Order Header -> Payment schedule - Sage 300 update
Sales Quotes -> Order Header -> Contract
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Sales Discount new feature
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New Feature
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Claire S
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Claire S
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29-12-21
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9
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#9665
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Sales and Booking -> S&B Version 2.0 -> Sales and Booking Process -> Sales and Booking Summary -> New Appointment
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Added proximity alert validations to the Save and Verify buttons of the existing New Appointment screen
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Enhancement
|
Thathsara
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Clair S.
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07-03-2022
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