November 8th, 2022 Release

General Notice:

This update release occurred on the morning of November 8th, 2022.

Dynamics 365 (D365)

D365 - Production Code Migration (Fusion Alliance)

• Task 340 - Fixed Hyland Invoice Posting Issue so that the Transaction Date must be specified.

• Task 337 - Fixed validation for RO - PARTS Inventory.

• Task 327 - Fixed issue so that the PP Trans Type purchase order line is created with the correct dimensions.

• Task 326 - Fixed issue to properly handle the processing for PA, AD and NS records from Discover.

• Task 320 - Added Lease Id to “GL account including AP Details” Report.

• Task 273 - Implemented enhancements for Open Balances Data Import.

• Task 263 - Implemented enhancements for Process Sale involving Multiple Trades.

Deal Designer

Internal Rolls

Releasing the functionality to perform internal roll type deals using Deal Designer

Pilot Deployment

• Fixed bug affecting Max Term variable changing when transferring deal

• Adjusted Max Term to go off preference when enabled

• Add confirmation box when removing user account

• Fixed issue when deal was unlocked to hide inside Discover until it is locked again

Change Advisory Board Meeting (11/04/2022)