Analysis

EAMNET-8214

Consignment Transaction by Vendor Report

The return flag does not apply to this report. Once a part is issued, it is no longer vendor owned.

 

EAMNET-10952

EAMNETS-756

If you select the Date field for the Equipment Downtime Summary, it now returns data. The Eqp Date field is a user-defined field and only works if the value is used in the user-defined tab of the equipment record. If you select Eqp Date for the record, then you can also filter by this date.

 

EAMNET-11194

The following improvements have been made to this report:

 

EAMNET-11487

EAMNETS -782

EAM’s report designer displays a fake license warning label when users edit report templates. There are no licensing issues with the reporting tool. The label is a result of missing information in one of EAM’s configuration files.

To remove the license message, a new version of QAD.Client.exe.config must be placed on the server in <tomcat>/webapps/qadhome_eam/client/container.

Once the configuration file has been updated on the server, users must remove and reinstall the EAM client. As an alternative, users can put QAD.Client.exe.config into their <EAM Install Folder>/container folder and avoid removing and reinstalling the EAM client.

 

EAMNET-11729

Budget by Account report. Created a report that is grouped by site and sorted by cost center. The body of the report shows budget amount for the period, quarter, and year, and subtotals by cost center, account, and site.

 

EAMNET-11730

Budget by Cost Center report. Created a report that is grouped by site and sorted by account with the budget amount for the period, quarter, and year, and subtotals by account, cost center, and site.

 

EAMNET-11731

Budget Activity by Account report. Created a report that is grouped by site, year, and period, and sorted by cost center with totals for expensed amount, budget amount, and remaining budget amount, and percent details. You can also view subtotals by cost center, accounts, period, year, and site.

 

EAMNET-11732

Budget Activity by Cost Center report. Created a report that is grouped by site, year, and period, and sorted by account, with totals for expensed amount, budget amount, and remaining budget amount, and percent details. You can also view subtotals by accounts, cost center, period, year, and site.

 

EAMNET-11797

An alternate work order document format is available to print and manually mark up as you address the tasks for the work order. The document displays a selection of available codes that can be manually selected: Class, Repair, As Left, and As Found. Shift and Failure Code can be entered on the printout. You also can indicate yes or no for Leave WO Open and Waiting on Parts. For instruction lists printed with the WO, you can specify with yes or no whether each step has been completed.

 

EAMNET-12660

As part of the EAM merge with the EE AppShell, a user with sufficient Report Maintenance permissions can create reports against EAM.

 

EAMNET-13277

When attachments are associated with a PO, you can print the attachments when printing the PO.

 

EAMNET-13579

EAMNETS-869

Report filters now overwrite existing filter criteria values when a user modifies the saved filter criteria and changes the value of any field. Previously, EAM appended the new value to the old value.

 

EAMNET-14826

The Ordered Date field in the Open PO Not Received report now shows the correct date. Previously, the Ordered Date field showed the incorrect date (due date).

Browse

EAMNET-12067

The user-defined character fields in Inventory are now available to apply to the filter criteria.

 

EAMNET-12661

As part of the EAM merge with the EE AppShell, a user with sufficient Browse Maintenance permissions can create browses against EAM.

 

EAMNET-14522

Introduces a performance improvement for all browses and a second improvement specific to the Posted GL Transactions browse. Results vary by browse, and the biggest improvements are seen when browsing a table that has many records

It is possible for users to change browse filters and sort orders in such a way that browse performance degrades. This ticket does not address those scenarios.

 

EAMNET-15072

An error corrected in which the system was not allowing a user to edit a filter when the filter was recorded with a case different from the login currently in use (for example, JDOE vs. JDoe).

Data Entry

EAMNET-14628

EAMNETS-919

If a mandatory field is left blank and a submenu is selected, the lookup values for all the fields are now available.

Finance

EAMNET-8657

EAMNETS-585

When setting the Warning Limit in Finance|Projects|Cost tab, if Use Allocations? is not selected, then Warning Limit should always be enabled. Warning Limit should be validated to confirm that it is set to < or = to Authorized Funding for the Project and Allocated to Jobs.

If Use Allocations? is selected and Spend at this Level? is selected for the job, then Warning Limit should be enabled. There is no need to set a warning limit at a job if no spending can occur. Project level will always have a warning limit enabled. Warning Limit should be validated to confirm that it is set to < or = to Unallocated Balance for the Project and/or the Job.

Evaluating the Warning Limit: If Use Allocations? is not selected, when the Total Spent value at the project or job level is reached or exceeded, a notification e-mail should be sent. If Use Allocations? is selected, the warning limit should be compared to the total spent at this level for the job. The project-level Warning Limit value should be compared to the Total Spent value.

 

EAMNET-9543

EAMNETS-562

When closing periods in EAM, the system checks directly in the EE tables for the postings and does not rely on a check of the tables in EAM.

 

EAMNET-10224

EAMNETS-710

The Actual Expense in the Projects|Cost Analysis|Material tab and Projects|Cost Analysis|Contract tab now displays the amount of receipt matched with the supplier invoice. The Actual Expense is equal to the Supplier Invoice on the Project|Job Cost tab.

 

EAMNET-10967

EAMNETS-770

When a work order is entered on an unposted GL transaction line, the Equipment No., Project No., and Job No. fields are populated for that particular work order. EAM verifies that the equip_no, proj_no, and job_no fields are related to the same work order. If those values are not the same, then the system displays an error message saying, “This (Equipment No/Project No/Job No) is not valid for Work Order No. XXX.” Previously, these fields were not populated while entering Work Order No. and were not verified.

 

EAMNET-11647

EAMNETS-794

Routing Substitution now functions correctly when a user who is part of a project approval group also stands as a substitute for another user in the same approval group.

 

EAMNET-11722

QAD Standard Edition (SE) budgets can be downloaded into EAM to use with a site’s Requisition Use Over Budget authorizations. A user with a sufficient security level can access Budget Download from System Administration|ERP Interface|Download. The selection of Budget or Global Budget Download actions loads selected budget periods and accounting combinations into the Requisition Budget based on the Budget Code specified in a domain on the PO/Reqs tab.

 

EAMNET-11723

The Requisition Budget displays the Budget and Expense amounts for accounting calendar periods and the account, sub account and cost center combinations downloaded from the budget code specified in the site’s domain from QAD SE.

 

EAMNET-11724

Use the Copy Budget Across Sites or Global Copy Budgets actions to copy requisition budgets to other sites within the same entity. You are prompted to confirm the update for a specified site if a budget exists in the new site. The budget only copies to the site if the accounting is valid.

A future patch will provide an option to update the budget if the budget exists for the Copy Budget Across Sites action.

 

EAMNET-11727

EAM now has a Refresh action in Requisition Budgets to update expensed and budget amounts.

 

EAMNET-13229

EAMNETS-848

The Req Appr Group lookup under Jobs now returns the records of Requisition Approval Groups from which to choose. Previously, the lookup did not return any records.

 

EAMNET-13244

EAMNETS-867

Project Status now does not allow selecting more than one status as default and refreshes the browse as soon as another status is made the default.

 

EAMNET-14024

EAMNETS-893

In the Project menu, all the project fields display updated and refreshed values when the project status is changed to Closed. Previously, the project was not refreshed when the user changed the project status to Closed.

 

EAMNET-14341

In Posted GL Transactions, the receiver number now displays in the journal entries when a user performs a Return to Vendor. Previously, EAM displayed a blank receiver number.

 

EAMNET-14534

EAMNETS-924

Expense Site data now displays in the Project’s Detail tab.

 

EAMNET-14632

EAMNETS-926

In EAM, if the following values are true:

then the tax shows on Purchase Order Print Menu in EE.

Previously, the tax did not show on Purchase Order Print Menu in EE.

 

EAMNET-14633

EAMNETS-927

If the effective date on non-posted transactions in Posted GL Transaction is changed, then both Effective Date and Period are updated for all lines of the transaction. Previously, the period was not updated.

 

EAMNET-14864

EAMNETS-940

EAM handles date formats correctly, regardless of the system regional date format settings. Previously, it was displaying an error in the server log file when the system regional date format was different from the EAM date format.

 

EAMNET-15081

EAMNETS-946

A Project Approval Group can now be deleted.

Form Designer

EAMNET-14645

EAMNETS-911

The cursor is now set to the first editable field in data entry. Previously, it was not.

General

EAMNET-11725

You can use a requisition budget to manage authorized requisition spending and to ensure that spending stays within budget. You begin by specifying whether you are using YTD or Current Period budget amounts by site to compare to the Calc% Budget amount.

Next, select the Calc% Budget amount for the site that will be compared to the requisition budget amount selected.

You can specify the following options where Budget=YTD or Current Period:

 

EAMNET-13477

EAMNETS-870

In the cost analysis of a project/job, the labor burden and labor are now correctly displayed. Previously, both values were grouped in the category of labor.

 

EAMNET-13862

EAMNETS-886

Stores Requisition Partial Issue now issues the correct quantity when a part is reserved for a stores requisition. Previously, the partial issue actually issued the full quantity.

 

EAMNET-13970

EAMNETS-891

EAM now displays “high priority” in the subject line of an authorization request e-mail when a user selects the high priority option on the requisition authorization screen.

General, Inventory

EAMNET-14142

You can authorize a Stores Requisition List without using a Stores Requisition Approval Group by using the Site Authorization Options for Stores Req Auth? of either Projects Only (Simple), or All (Simple).

 

EAMNET-14143

The following approval methods are enabled for Stores Requisition Lists authorization when Stores Req Auth Options setting on Site is set to Projects Only by Group or All by Group:

Only one of the three methods can be selected.

General, Purchasing

EAMNET-13770

To use a requisition budget to ensure authorized requisition spending stays within budget, start by specifying whether YTD or Current Period budget amounts by site are used to compare to Calc% Budget amounts.

Integration

EAMNET-12893

EAMNETS-862

When EAM is connected to the Standard Edition ERP, it now displays the error message, “ERP period is closed for GL Transactions” if you try to post any transactions in a GL period that is closed in the ERP.

Inventory

EAMNET-7093

The Refresh icon now updates the On Hand, Available, Planned Order and On Order quantities on the Inventory Browse.

 

EAMNET-12822

EAMNETS-850

When creating a Stores Requisition List from a fabricated work order, the account information defaults from the Rebuild area for the selected part.

 

EAMNET-13228

EAMNETS-855

If the Registry flag ERP/Enforce Purchasing Field Sizes is set to Yes, PO Text lines wrap at the 76th character.

If the Registry flag ERP/Enforce Purchasing Field Sizes is set to No, PO Text lines do not wrap at the 76th character.

 

EAMNET-13580

EAMNETS-871

The correct part location records now display for the location field in the Inventory Transaction History browse.

 

EAMNET-13583

EAMNETS-875

Inventory FIFO/LIFO is now updated correctly at the time of an inventory return.

 

EAMNET-13748

EAMNETS-884

User-defined fields on the second-level browse of stock replenishment now correspond to the fields from the vendor.

 

EAMNET-13863

EAMNETS-885

The Global Unreserve action is now working in Stores Requisition Line.

 

EAMNET-13867

EAMNETS-880

The Requisition Header Contractor field is enabled when Auto Issue is not selected and disabled when Auto Issue is selected. Previously, a user could select Contractor even when Auto Issue=No, which caused a validation error message to display and sent the system into a loop.

 

EAMNET-14026

Sale Order CC/Acct/Sub Acct added back on Site. Visibility depends on your Registry setting. Previously, these were removed.

 

EAMNET-14144

When the Authorize action is selected for a stores requisition for the first time, all users in the stores requisition approval group receive an e-mail notification that there is a stores requisition to approve. When one of the users authorizes the stores req, the routing shows “approved” by that user and “skipped” for the other users in the group.

 

EAMNET-14310

Stores requisition list approval groups can be defined to authorize a stores requisition list by entering the user ID for an approval group site.

 

EAMNET-14340

EAMNETS-903

Inventory now displays the following messages when Issue UOM or Order UOM is changed and On Hand Quantity is available for the inventory part.

Previously, Issue UOM or Order UOM could be changed.

 

EAMNET-14740

When the Buyer/Commodity Purchasing? option is enabled for a domain, the commodity code for an inventory part must be specified. The system automatically marks commodity as mandatory, which is visible in Mandatory Fields|Inventory|Save.

Commodity code can be entered for the part in the Inventory|General tab. Buyer defaults based on the commodity entered and cannot be edited directly.

When using the Global Edit action on the Inventory browse, the commodity code can be changed to the buyer/commodity combination found in Inventory|Codes|Buyer/Commodity Codes. You cannot use this action to change the buyer.

 

EAMNET-14865

EAMNETS-942

The Req Project Limit field name was changed to Expense Site for the Rebuild Locations screen.

 

EAMNET-14921

EAMNETS-932

When inventory is issued between sites, it is saved without an error. Previously, EAM gave an error, such as “Invalid Cost Center.”

 

EAMNET-15082

EAMNETS-953

The system now validates the Inventory Save action correctly when working in a different domain.

Inventory, Purchasing

EAMNET-14739

When the Buyer/Commodity Purchasing? option is enabled for a domain, commodity code is required on the requisition line. The commodity code defaults for the req line based on the inventory part entered. The buyer defaults for the line based on that commodity code.

If the part and its commodity code are changed on the req line, then the buyer is updated to match the assigned buyer for the code.

If you enter a non-stock part for the req line, you must enter a commodity code. The buyer then defaults from that code. The commodity code is updatable for non-stock parts entered on req lines.

A buyer can be entered as before on the req header and does not have to be related to a buyer/commodity definition. However, the buyer on the req header defaults into the req lines created.

Requisitions created from a Stock Replenishment Create Request action (including sole source) default the parts commodity/buyer on each line created for a single requisition. If there is a missing commodity/buyer when the Create Request action is performed, the requisition/line is not created and an error displays in the message log.

 

EAMNET-14741

When the Buyer/Commodity Purchasing? option is enabled for a domain and the buyer is changed for a commodity code in the buyer/commodity code definition, all the inventory parts at all the sites are automatically updated by the system to reflect the change made to the buyer.

Similarly, all planned requisition lines using that commodity code are automatically updated by the system to reflect the change made to the buyer.

Inventory, System Administration

EAMNET-14145

Stores requisition approval groups can be specified for a user. When the Auth Stores Req? option is set to All by Group, the user is included to authorize using the stores requisition approval group specified.

Maintenance

EAMNET-11196

EAMNETS-759

Browse groups are no longer case sensitive.

 

EAMNET-12053

EAMNETS-809

 

EAMNET-12293

EAMNETS-819

The Work Order Document report is now the correct length to fit on one page. It no longer prints an extra page.

 

EAMNET-12336

When a work order status changes to cancel, EAM no longer returns the error “Stores Req needs to be authorized.”

 

EAMNET-12556

EAMNETS-790

When a user is given full access to Maintenance|Equipment|Equipment|Readings|Update Tolerances through User/Roles, only the Readings subdetail menu is accessible in Equipment with Actions|Update Tolerances. Previously, a few other equipment subdetail menus, like Equipment Alternate, Procedure Lists, Production Hours, and Equipment Products were also full access.

 

EAMNET-13231

EAMNETS-828

Under certain conditions, the Master Parts Lookup in PM Maintenance would not work and caused an error. This now works consistently.

 

EAMNET-13276

When selecting Global Print Document for work orders, you can now print the documents or links attached to all selected work orders. This feature also applies to Instruction Lists and Stores Requisition Lists.

 

EAMNET-13747

EAMNETS-882

The Catalog and Catalog Description fields on the Work Order Print document have been corrected so these fields print when Catalog is selected in Equipment. Previously, EAM was displaying a blank value for both fields.

 

EAMNET-13968

EAMNETS-889

Out-of-tolerance CM WOs are now created even if the WO has mandatory fields.

 

EAMNET-14023

EAMNETS-896

The system no longer allows over-receiving of internal parts.

 

EAMNET-14118

EAMNETS-897

Work Order Print now prints safety instructions before any other instructions lists. Previously, the Instructions lists where printed in ascending order of the instruction list number.

 

EAMNET-14120

EAMNETS-901

The “Excel Export” button on the child browse of Equipment Readings is now enabled.

 

EAMNET-14342

EAMNET-905

In the Equipment menu, EAM updates equipment records correctly when a user does a global edit on equipment records. Previously, EAM was not updating anything on the records and no error or warning message was displayed.

 

EAMNET-14521

EAMNETS-921

If the EAM setting for a particular site is “Labor GL: Unchecked” then the system does not verify that the GL Period is locked in the ERP. Previously, the system was validating the GL Period in the ERP and giving the error, “ERP Period is closed for GL Transactions.”

 

EAMNET-14625

EAMNETS-916

WO Issue now allows consigned parts to be issued.

 

EAMNET-14823

EAMNETS-938

Requisition save does not display the errors “Invalid Dept” or “Invalid Cost Center” when it is created using a non-default site. Previously, this action displayed errors.

 

EAMNET-15078

EAMNETS-934

Date Due is now set correctly.

Menus

EAMNET-14545

The .NET client checks for the current ERP version. If the ERP version is 2015EE or later, .NET client appends “EAM” to all menu items. This does not include the folders, only the children menu items. If the ERP version is SE or EE earlier than 2015, the .NET client does not add “EAM” to the menu options.

Other

EAMNET-12823

EAMNETS-851

The statuses of service requests are now updated to match the status changes made in the WOs when using the Global Change Status action.

 

EAMNET-14630

EAMNETS-923

A locked filter cannot be edited by other users. It can be edited only by the user who created the filter. Previously, other users were able to edit such filters.

 

EAMNET-14888

EAMNETS-935

EAM now switches to the database associated with the AppServer selected at login. Previously, if you logged out of the system, switched the database selection and logged back in, the system did not switch the database.

Purchasing

EAMNET-4890

EAMNETS-309

Cost center group validation is now working with multiple sites.

 

EAMNET-9106

EAMNETS-272

EAM RFQ - the report has been redesigned to print standard clauses before quote lines.

 

EAMNET-9867

EAMNETS-685

The validation for PO text on a purchase order has been changed. Also, new functionality has beend added to split the text with new carriage return characters so the text can be presented correctly to the ERP system.

 

EAMNET-10970

EAMNETS-662

In EAM 12.8 and higher:

 

EAMNET-11726

When User Over Budget Authorization is selected for a site and the expensed amount exceeds the Calc% Budget amount, a routing is created for the requisition if the approval group has enough Req Over Budget Limit to approve. If the approval group does not have enough Req Over Budget Limit, you see the following error: “There is no one in the approval group with high enough dollar value to authorize this requisition.”

 

EAMNET-12614

The system correctly places a PO on order when the part used is the sole source and the sole source option is set with “Order PO.”

 

EAMNET-12820

EAMNETS-845

If the BO Approval Group is blank for the buyer’s site in Employee Maintenance and you attempt to route the BO for approval, EAM displays the message, “BO Approval Group is blank for the Buyer’s site in Employee Maintenance. Approval cannot be processed.”

If the PO Approval Group is blank for the buyer’s site in Employee Maintenance and you attempt to route the PO for approval, EAM displays the message, “PO Approval Group is blank for the Buyer’s site in Employee Maintenance. Approval cannot be processed.”

Previously, the message read “Buyers employee setting ‘Buyer Site’ is blank. Approval cannot be processed,” for BOs and POs.

 

EAMNET-12821

EAMNETS-844

The Comment/RMA field now displays the correct value in the Vendor Return report. Previously, the default date format was displaying in the Comment/RMA field.

 

EAMNET-12892

Auto issue PO receipt for stocked part now creates balanced entries in Posted GL Transaction when there are more than two decimal places for cost; for example 0.0912. Previously, the entry was unbalanced.

 

EAMNET-12902

EAMNETS-856

When running Global Issue in PMs, if an error occurs on one of the selected rows, the Global Issue continues for the remaining rows and creates the associated work orders.

 

EAMNET-12904

EAMNETS-858

In the Vendor Parts browse, the lower browse is now editable if the middle browse grid has a record.

 

EAMNET-13230

EAMNETS-843

When a work order is attached to a requisition and there is no stores requisition list, Return to Vendor no longer displays an error message. It creates a stores requisition on the creation of the requisition itself.

Previously no stores requisition was created and the error message “Invalid Part No.” was displayed.

 

EAMNET-13237

EAMNETS-865

When auto issue is true on a stocked part attached to a stores requisition line, a requisition created from that stores requisition is now correctly defaulting the expense data. Previously it was not defaulting data from stores requisition.

 

EAMNET-13278

When selecting Global Print Document for purchase orders, you can now print the documents and links attached to the purchase orders. When printed, these attachments are collated with the associated PO.

 

EAMNET-13280

PO Original Ordered Date can be displayed on All PO Browse.

 

EAMNET-13581

EAMNETS-872

When printing purchase orders, the “Req No” label and requisition number are printed correctly on all the pages when there are many PO lines. Previously, these fields only printed on the first page.

 

EAMNET-13584

EAMNETS-876

UOM Conversion is now part-specific for requisition line UOM update.

 

EAMNET-13771

When Use Over Budget is set for the site and a requisition budget is defined, each requisition displays a Budget Cost Analysis submenu for each requisition line. This analysis includes:

 

EAMNET-13861

EAMNETS-887

EAM sets taxable status correctly in requisition line creation based on a part’s taxable status. Previously, EAM was setting the requisition as taxable even if the part was non-taxable.

 

EAMNET-14018

Next Approver Name has been added to the browses for purchase orders and requisitions.

 

EAMNET-14021

EAMNETS-894

EAM allows you to create a quote for a requisition if the existing quote has been deleted for a requisition. Previously, EAM displayed the error, “Quotes already exist for this requisition” when creating a quote.

 

EAMNET-14025

You can now e-mail purchase orders to the supplier. The e-mail is sent to the vendor e-mail address defined for a purchase order. A duplicate e-mail is sent to the PO’s buyer, whose e-mail address displays as the From/Reply-To address.

EAM updates the Printed? and Emailed? columns on the purchase order browse by automatically selecting the check boxes in those columns.

 

EAMNET-14028

You can now e-mail multiple purchase orders to the supplier using the Global Email Purchase Orders action. The e-mail is sent to the vendor e-mail addresses defined for the purchase orders or you can enter the address on the PO. A duplicate e-mail is sent to the PO’s buyer, whose e-mail address displays as the From/Reply-To address.

If any POs do not meet the requirements of ordered status, vendor e-mail address, or buyer e-mail address, those POs are not sent, but all others proceed. EAM updates the Printed? and Emailed? columns on the purchase order browse by selecting the check boxes in those columns.

EAM 12.8 PO Header’s Cust Log 01 is being used to act as an Email Sent flag. You can select multiple POs to e-mail.

 

EAMNET-14149

EAMNETS-910

EAM follows the field setting of Incl Proj on Rec when creating ERP receipt record pvo_mstr in Standard Edition.

 

EAMNET-14343

EAMNETS-906

When a partial quantity is returned to an auto-issue taxable PO, EAM now creates the correct tax amount for the GL transaction for PO return tax line. Previously, the return was created with the full tax amount on PO receipt.

 

EAMNET-14344

EAMNETS-907

The Global PO Order action now places the purchase orders on order when the individual requisitions are under their spending limits. Previously the action was returning an error that the job exceeded its spending limit.

 

EAMNET-14345

EAMNETS-909

Due Date is populated correctly on a requisition line when it is created from quotes. Previously, it was blank.

 

EAMNET-14360

You can now e-mail purchase orders to the supplier. The e-mail is sent to the vendor e-mail address defined for a purchase order. A duplicate e-mail is sent to the PO’s buyer, whose e-mail address displays as the From/Reply-To address.

EAM updates the Printed? and Emailed? columns on the purchase order browse by automatically selecting the check boxes in those columns.

EAM 12.8 PO Header’s Cust Log 01 is being used to act as an Email Sent flag.

 

EAMNET-14519

EAMNETS-914

You can now globally edit purchase orders.

 

EAMNET-14535

EAMNETS-920

When creating a requisition from Inventory|Create Requisition action, the Rotable Part check box is only selected if the part is indeed a rotable part. Previously, the Rotable Part check box was always selected, even for non-rotable parts.

 

EAMNET-14643

EAMNETS-928

A requisition created from a stores requisition no longer validates the requisition lines mandatory field in the requisition header.

 

EAMNET-14795

EAMNET-936

When Issue UOM and Order UOM are different for an inventory, then UOM changes from Issue UOM to Order UOM when creating a requisition from a stores requisition line. Previously, it was not changing.

 

EAMNET-14879

EAM now posts the proper GL Amount and does not create Rounding Error transactions at the Posted GL Transactions screen. Previously, it created Rounding Error transactions at the Posted GL Transactions screen.

 

EAMNET-14886

EAMNETS-944

The Qty to Receive line in a purchase order now displays the remaining, open balance quantity to receive. Previously, it displayed the last quantity received.

 

EAMNET-14923

EAMNETS-941

EAM now updates all selected requisition lines that are updated through the Global Edit action. If the lines cannot be validated due to a failed validation, then an error message box displays which lines did not validate and why they failed.

 

EAMNET-15083

Error handling of the Email PO action has been improved in the purchase orders browse. You will now see a detailed message that points out any problems the system encountered when sending an e-mail.

The Email PO functionality required a change to EAM e-mail. EAM now sends e-mails from the EAM client (Email PO) as well as from the EAM server (all other e-mails). When EAM sent e-mails only from the server, you could specify “localhost” as the SMTP Server in the System Control maintenance screen. However, the client does not recognize “localhost,” which means you now must specify the actual DNS Name or the IP Address of the SMTP server in order for email to work on the client side. This is needed only if you use the Email PO functionality, and the change does not affect other types of e-mails.

Purchasing/Finance

EAMNET-13282

The blanket order and projects browses now have a Next Approver column. The value is set by the next approver in the associated approval group when the blanket order or project is in routing status. If the blanket order or project is authorized or the authorization action Approve or Disapprove is performed, then the Next Approver column is blank.

 

EAMNET-13434

All calls to getBE in the main-block except hStringTrans are removed from the listed BEs, and calls to that handle are replaced with calls to getBE (“_be name_”).

Purchasing/System Administration

EAMNET-14353

The ability to associate a specific buyer with a specific commodity code for purchasing can be set for a domain. When this is enabled, a buyer must be defined for each commodity code used in purchasing for the domain. First set up Inventory|Commodity Codes, based on the registry segment format. Then use Inventory|Buyer Commodity to define the relationship for valid buyers in the system.

For EAM 12.8.2, the registry setting is used instead of the domain setting to enable Buyer Commodity functionality.

Reporting/Filtering

EAMNET-13967

EAMNETS-873

Users are allowed to save modified, existing report filters without error.

 

EAMNET-14627

EAMNETS-918

EAM now shows Role Users report correctly based on the filter criteria before a report is run. Previously, EAM was showing an incomplete report.

 

EAMNET-14884

EAMNETS-943

The PO prefix is now displayed correctly when printing a receiver document. Previously, if the same purchase order number existed in different sites, the PO prefixes were not attached correctly in the receiver document.

System

EAMNET-13860

Using the service interfaces listed below, any external SOAP-compliant client can send a message to EAM through QXtend Inbound to find a record or create/modify/delete transactional records.

In this release, the following interfaces are available:

 

EAMNET-13932

Updated Portuguese translations.

 

EAMNET-13971

EAMNETS-890

Missing Spanish translations are now provided.

 

EAMNET-14429

When EAM 2015 is installed into EE 2015’s AppShell, users can open the same browse, such as work orders, in two or more workspaces. Earlier versions of EAM did not allow multiple instances of a browse.

 

EAMNET-14432

When EAM 2015 is installed into EE 2015’s AppShell, EAM stops users from opening the same record at the same time in two or more workspaces.

 

EAMNET-14433

When EAM 2015 is integrated with EE 2015 or higher, an EAM license code must be entered into EE’s License Registration screen (36.16.10.1). This license code should be supplied by QAD or a partner. Once the license is entered, EE users may be granted access to EAM via EE’s User Maintenance screen. If a user is not licensed for EAM, the Enterprise Asset Management folder is not visible in EE’s menu.

 

EAMNET-14512

EAM now posts to the ERP without going through QXtend.

System Administration

EAMNET-11728

The Budget Download batch job can be used to automatically load the requisition budget into EAM based on the QAD Standard Edition budget specified for the domain.

 

EAMNET-12887

EAMNETS-847

Passwords created and set by users through the Reset Password action on the Users browse now expire in the number of days defined in the expiry password setting. Previously, the passwords never expired.

 

EAMNET-13232

EAMNETS-863

Users can purge mail from their EAM Inbox by selecting the Purge Mail action and specifying the number of days of mail to keep. A date displays, indicating the starting date for deleting e-mails. Users can cancel the purge or select OK to delete the e-mails. A message displays how many e-mails were deleted. The Purge Mail action is securable by user.

 

EAMNET-13585

EAM now locks a user account if the user enters an invalid password more than three times. In versions 12.7 and 12.8, the z_user.cust_dec02 field is used to track the number of invalid password attempts.

 

EAMNET-13726

EAMNETS-589

Account Download from ERP generates the expected, valid, blank cost center for the blank cost center range when Cost Center Analysis = No in EE. Previously, it was deleting the cost center range from EAM.

 

EAMNET-13737

EAMNETS-863

You can now purge all users’ system e-mail for a common number of days using the Purge Mail batch job. The default is to purge mail more than 14 days old but this value can be changed. All users’ inboxes will have their mail deleted based on the days specified for the job providing uniform maintenance of the users’ inbox capacity. The job log displays success or failure plus any related messages.

 

EAMNET-14121

EAMNETS-902

A User Site browse is now available with a respective user/roles record as a second-level browse.

 

EAMNET-14352

Vendor e-mail address is included in the ERP download of vendor data.

 

EAMNET-14782

EAMNETS-933

EAM no longer allows you to create a role with a blank ID. You receive the following error if you try to save without an ID: “Name cannot be blank.”

 

EAMNET-14793

You can set a user as active or inactive. Inactive users cannot access EAM.

 

EAMNET-15020

EAMNETS-947

Users can now approve a requisition when their password is about to expire. Previously, users could not approve a requisition when their password was close to expiring.

 

EAMNET-15163

EAMNETS-954

EAM now prompts for a password change with the password change screen on the user’s first login when sysadm has reset the user’s password.

 

EAMNET-15164

EAMNETS-951

The Role Users Report prints e-mail address correctly when e-mail and other fields are used as filter criteria. Previously the report was not printing e-mail addresses.

System Management

EAMNET-12647

Email Address is now a mandatory field in the user data entry screen and independent of the “Receive Email?” check box. Each e-mail address must be unique and in a valid format before the user record can be saved or an appropriate error message is displayed. A utility has been created (emailuniqueutility_EAM12647.p) to generate a text file containing a list of existing duplicate, missing, and invalid e-mail address records. A file named missingandduplicatedata.txt is generated and placed in the current working directory of the user running the utility.

 

EAMNET-12650

The Change Active Status action has been added to the user browse. The action is secured in Role maintenance. An inactive user cannot log in to the system and will see the message “User XXXX is inactive. Please contact your system administrator.”

“Sysadm” and “system” users cannot be inactivated.

 

EAMNET-12655

ERP login and password have been moved from the System Control Registry to a new action on the System Control browse. Users with permission to access this action can enter the ID and password that EAM uses to access EE’s APIs. For security reasons, the password characters do not display when typed in the password field, and when the password is changed, the new password must be entered twice to ensure that the user entered the value accurately.

 

EAMNET-13259

When EAM is integrated with EE 2015, it writes its inbox messages to EE’s inbox mechanism. When integrated with older versions of EE or with any version of SE, EAM uses its own internal message tables. EE 2015 users will not notice a difference in functionality although a utility may be necessary to port messages to EE 2015 from versions of EAM prior to EAM 2015.

 

EAMNET-13775

When EAM is installed into EE 2015’s AppShell, a job program can be used to copy EE user records into EAM. These records are only copies of users that are licensed for EAM.