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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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#10598
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Sales & Bookings --> S&B Version 3.0 --> Documents --> Document Upload
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-
Mapping of document tags for documents uploaded within byondcloud (Cemetery/ FH)
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Enhancement
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Dulmini Ranasinghe
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Claire S./
Ken Munday
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21-04-2022
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2
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Sales & Bookings --> S&B Version 3.0 -> Receipts -> Refunds
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Creation of refund tranaction ability for stand-alone byondpro customers
Relates to existing customer requirements: #10608/Flushing
#
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New Feature
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Claire S
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Claire S
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9-6-2022
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3
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12827
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Sales and Booking -> Summary ->Quick Booking_Resource Availability
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Added a new button called "Resource Availability" to the existing S&B summary screen.
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Few Feature
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Thathsara
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Claire S
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20/07/2022
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4
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Sales and Booking -> S&B V4.0S&B Process-> Memorial Supplier
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Visit the memorial supplier portal - buttons
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New Feature
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Thilini Prarthana Gunarathne
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Claire S
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5
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Sales and Booking -> S&B V4.0S&B Process-> S&B Summary-> Memorial Order_Supplier URL
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Memorial supplier portal
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New Feature
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Thilini Prarthana Gunarathne
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Claire S
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6
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Sales and Booking -> S&B V4.0S&B Process-> S&B Summary-> S&B simple CR booking creation
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Simple CR booking process creation
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New Feature
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Thilini Prarthana Gunarathne
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Claire S
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7
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Sales and Booking -> S&B V4.0 -> S&B Process-> S&B Summary-> Cremated Remains -> sales & booking - change status
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Simple CR method execution
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New Feature
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Thilini Prarthana Gunarathne
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8
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Sales and Booking -> S&B V4.0 -> cremated remain -> S&B Simple CR Booking
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Simple CR method configuration
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New Feature
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Thilini Prarthana Gunarathne
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9
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment
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New Feature
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Prashanth Bopearachchi
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Claire S and Tony L
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09-11-2022
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10
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Sales and Booking -> S&B V4.0 -> Memorial orders -> Memorial order - inscription character count
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Enhancement
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Thilini Prarthana Gunarathne
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Claire S
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11
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#2162
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Sales & Bookings --> S&B Version 3.0 --> Documents --> Document Upload
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-
Addition of two new mappings
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Enhancement
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Dulmini Ranasinghe
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Claire S
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23-11-2022
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12
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Sales and Booking -> S&B V4.0 -> S&B Process-> S&B Summary-> Simple Disinterment -> Sales and Booking - Simple Disinterment Booking Type
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new disinterment booking type creation
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Enhancement
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Thilini Prarthana Gunarathne
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Claire S
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13
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Sales and Booking -> S&B V4.0 -> S&B Process-> S&B Summary-> Simple Disinterment -> Sales and Booking - Simple Disinterment Booking Creation
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new disinterment booking creation
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Enhancement
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Thilini Prarthana Gunarathne
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Claire S
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|
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14
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Sales and Booking -> S&B V4.0 -> S&B Process-> S&B Summary-> Simple Disinterment -> Simple Disinterment Change Status
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new disinterment booking changes upon S&B status completion
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Enhancement
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Thilini Prarthana Gunarathne
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Claire S
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15
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Sales & Bookings> S&B Version 4.0> Receipts
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Update for release recurring payment to adjust amount outstanding considering credit note
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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16
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Sales & Bookings> S&B Version 4.0> Receipts> Receipts - Recurring Payment
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Manual Receipt payments can be raised against the invoice which allow user to update the Repayment Plan based on manual receipt raised.
Existing functionality of manual receipt will remain the same.
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Enhancement
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Prashanth Bopearachchi
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15-02-2023
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17
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Sales & Bookings> S&B Version 4.0> Receipts> Credit Note - Recurring Payment
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Credit Note can be raised against the invoice which allow user to update the Repayment Plan based on Credit Note raised.
Existing functionality of Credit Note will remain the same.
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Enhancement
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Prashanth Bopearachchi
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15-02-2023
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18
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Repayment Plan
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Remove payment status and receipt date hide option for non - recurring payment repayment plan
Added number of days and paid amount column
Credit Note and Receipt functional changes updated.
update the same screen to contracts
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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|
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19
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Repayment Plan> View Payment
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Credit Note and Receipt functional changes updated.
update the same functionality to contracts
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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20
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Detail
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if the activate recurring payment is true selecting the Term setup will make the payment detail tab visible in sale order. Following field and notifications will be also apply for contracts.
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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21
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Detail> View - Payment Detail
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update the same functionality to contracts
This field will only appear for payment method request and card not present payment methods where a reusable token is generated.
Complete of payment plan (Zero Outstanding), Call will be sent to opuspay inactivate the token created against the payment plan.
Upon saving changes to payment detail screen. warning message will be generated asking user if new payment method required to register.
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Spec - Update
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Prashanth Bopearachchi
|
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15-02-2023
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22
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Detail> View Error- Payment Detail
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update the same functionality to contracts
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Spec - Update
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Prashanth Bopearachchi
|
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15-02-2023
|
|
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23
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Detail> Payment Method Request Email
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Updated following email content;
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Payment Method Request Email
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Reminder - Payment Method Request Email
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Payment Method Renewal Email
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Payment Method Renewal Email - Expired
"Payment Method Success Email" was newly added.
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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24
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Notice
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Updated following email content;
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Spec - Update
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Prashanth Bopearachchi
|
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15-02-2023
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25
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment inquiry Screen
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Added "Credited" as Credit Note Payment status.
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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26
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment success Email
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Added details to be added for created receipts.
Email Content was changed
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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27
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Processor
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Added rules of result filtering to payment run date.
Added rules from calculate payment amount.
deselect option while session is open.
added rules for payments to check registered tokens.
Added details to be added for created receipts.
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Spec - Update
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Prashanth Bopearachchi
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15-02-2023
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28
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Processor> Session Expiry Timer
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Define rules for session expiry
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Enhancement
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Prashanth Bopearachchi
|
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15-02-2023
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|
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29
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Failure Email
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Email Content was changed
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Spec - Update
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Prashanth Bopearachchi
|
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15-02-2023
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|
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30
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Failure Email> User - Payment Failure Email
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Email Content was changed
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Spec - Update
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Prashanth Bopearachchi
|
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15-02-2023
|
|
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31
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Reports Customer Payment Report - Parameters> Customer Payment Report
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Define formula for Total Amount owing
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Spec - Update
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Prashanth Bopearachchi
|
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15-02-2023
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|
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32
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Order Header: Invoice/CN Rules> Credit Note Processing
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Cross Reference to credit note process define in Receipt
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Spec - Update
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Prashanth Bopearachchi
|
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15-02-2023
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|
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33
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|
Sales & Bookings> S&B Version 4.0> Receipts> Receipt Integration - iMan
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Linking payment status change rules in repayment plan.
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Spec - Update
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Prashanth Bopearachchi
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17-02-2023
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|
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34
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Detail
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Create New Person icon will be hide if user has only selected bill to company in the order header.
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Spec - Update
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Prashanth Bopearachchi
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17-02-2023
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|
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35
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Sales & Bookings> S&B Version 4.0> Receipts> Receipts - Recurring Payment
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Add implication of receipt integration, receipt write back functions and Receipt API
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Spec - Update
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Prashanth Bopearachchi
|
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20-02-2023
|
|
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36
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Sales & Bookings> S&B Version 4.0> Receipts> Receipt Write-back
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Specification of existing receipt write-back function
Link the receipt write-back to recurring payment
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Specification/ Enhancement
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Prashanth Bopearachchi
|
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20-02-2023
|
|
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37
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment inquiry Screen
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Add Bill to Company Column
Add "Clear" Button
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Spec - Update
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Prashanth Bopearachchi
|
|
20-02-2023
|
|
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38
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Processor
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Add Bill to Company Column
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Spec - Update
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Prashanth Bopearachchi
|
|
20-02-2023
|
|
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39
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Detail> View - Payment Detail
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If a payment method was changed via change attribute "payment detail collection workflow" will applied and current registered token will be expired in opuspay. Payment Method Registered tick-box will be unticked until new registration completed.
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Spec - Update
|
Prashanth Bopearachchi
|
|
21-02-2023
|
|
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40
|
|
Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Notice
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upon payment confirmation receipt will be generated against the invoice and installment in repayment plan.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
23-02-2023
|
|
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41
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Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Notice-overdue
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upon payment confirmation receipt will be generated against the invoice and installment in repayment plan.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
23-02-2023
|
|
|
42
|
|
Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Processor
|
Remove error message on selecting unregistered payment method
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Spec - Update
|
Prashanth Bopearachchi
|
|
23-02-2023
|
|
|
43
|
|
Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Processor
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The result gird will be updated blocking the user from selecting the payment while the session is open. the record will be block upon selecting the record by calling other session checking if record is selected.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
04-04-2023
|
|
|
44
|
|
Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Paymen
Sales & Bookings> S&B Version 4.0> Receipts> Receipts - Recurring Payment
Sales & Bookings> S&B Version 4.0> Receipts> Credit Note - Recurring Payment
|
Payment schedule (Repayment Plan) should track Receipts/ Credit Note raised against each installment. It should also include the settle amount against the receipt.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
08-05-2023
|
|
|
45
|
|
Sales & Bookings> S&B Version 4.0> Receipts> Credit Note - Recurring Payment
|
If an installment is credited/ partially paid from a credit note payment link already sent along with payment notice should be invalided and if there any balance repayment payment amount due, new payment notice needed to be sent with recalculated outstanding amount.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
08-05-2023
|
|
|
46
|
|
Sales & Bookings> S&B Version 4.0> Receipts> Receipts - Recurring Payment
|
If an installment is paid/ partially paid from a Manual Receipt, payment link already sent along with payment notice should be invalided and if there any balance repayment payment amount due, new payment notice needed to be sent with recalculated outstanding amount.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
08-05-2023
|
|
|
47
|
|
Sales & Bookings> S&B Version 4.0> Receipts
|
If an installment in repayment plan is paid/ partially paid from a Manual Receipt, payment link already sent along with payment notice should be invalided and if there any balance repayment payment amount due, new payment notice needed to be sent with recalculated outstanding amount.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
08-05-2023
|
|
|
48
|
|
Sales and Booking -> S&B V4.0 -> Sales Quotes (invoice/credit) -> order header -> Order Details -> Sales Discount
|
Discount codes included on the Company record will be available for use on Sales Order Detail lines.
|
Spec - Update
|
Thilini Prarthana Gunarathne
|
|
|
|
|
49
|
|
Sales and Booking -> S&B V4.0 -> Sales Quotes (invoice/credit) -> Order Header -> Order Details -> Invoice Validation
|
validate that where the invoice contains a ROI item, that related to Location Sales Status = Quoted.
|
Spec - Update
|
Thilini Prarthana Gunarathne
|
|
08/05/2023
|
|
|
50
|
#26016
|
Sales & Bookings> S&B Version 4.0> Sales & Bookings Process> Sales & Booking Summary> Reopen Sales & Booking
|
Change rules reopen sales and booking button
|
Enhancement
|
Prashanth Bopearachchi
|
|
29/05/2023
|
|
|
51
|
20719
|
Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Sales Order: Edit Invoice/ Credit Note
|
This function will allow the user to edit invoice date at the point of creating a invoice.
|
Enhancement
|
Prashanth Bopearachchi
|
|
29/05/2023
|
|
|
52
|
|
Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Payment Detail> View - Payment Detail
|
Call opuspay inactivate the recurring token created against the payment plan and init token will be null in the database (If the init token is registration incomplete, token will be called to expired).
|
Spec - Update
|
Prashanth Bopearachchi
|
|
27/6/2023
|
|
|
53
|
|
Sales & Bookings> S&B Version 4.0> Receipts> Receipts - Recurring Payment
|
Call opuspay inactivate the recurring token created against the payment plan and init token will be null in the database (If the init token is registration incomplete, token will be called to expired).
|
Spec - Update
|
Prashanth Bopearachchi
|
|
28/6/2023
|
|
|
54
|
|
Sales & Bookings> S&B Version 4.0> Receipts> Credit Note - Recurring Payment
|
Call opuspay inactivate the recurring token created against the payment plan and init token will be null in the database (If the init token is registration incomplete, token will be called to expired).
|
Spec - Update
|
Prashanth Bopearachchi
|
|
28/6/2023
|
|
|
55
|
|
Sales & Bookings> S&B Version 4.0> Sales Quotes (Invoices/credits)> Order Header> Payment Schedule> Repayment Plan - Recurring Payment> Reports> Customer Payment Status Report
|
Editing the path for payment amount in payment amount column and amount owing.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
11/7/2023
|
|
|
56
|
|
Sales & Bookings -> S&B Version 2.0 -> Sales & Bookings Process -> Sales & Booking Summary -> New Appointment
|
Adding table explaining scenarios on placing a booking with proximity time.
|
Spec - Update
|
Prashanth Bopearachchi
|
|
02/08/2023
|
|
