Features

Facility Module


16.8.0

DateDescriptionBug Fix
8/31/2010Ability to Scroll Through Users in Protocol Billing Facility User Security Setup

X


16.7.0

DateDescriptionBug Fix
7/14/2010Add Searchable eMail Grid to Accounting Info Tab of PI Form to Allow Searching for eMail Addresses Regardless of Type - Lab Manager, PI or Account Rep 
7/7/2010Fix PI Form Search Function: Allow Searching on All Tabs 
7/20/2010Add Comments Fields to Main Page of PI Form 
7/4/2010Add Ability to Set a Custom Title on Setup Screen 
7/22/2010Add Option to Require GL Export Fields be Filled in when Entering Unbilled Work 
6/8/2010Add Option to Generate Invoices Screen to Create an Invoice Detail Export After Generating Invoices 
7/3/2010Modify Unbilled Work Screen to Navigate to Facility/PI if a Duplicate is Entered 

16.6.0

DateDescriptionBug Fix
6/12/2010Modify Export Format and Invoice Format for Debit Account Numbers

X

6/2/2010Facility Management Reports Unable to Create When an Invoice has More Than One Payment 
6/29/2010Invoice Screen Adjusted to Show Invoice Details Belonging to the Combination of Facility and Invoice ID Instead of Just Invoice ID

X


16.5.0

DateDescriptionBug Fix
2/24/2010Create Facility Module Export Procedure 

16.4.1

DateDescriptionBug Fix
5/14/2010Add optional Accounting Info tab to PI form. Display Online module logins on Accounting Info tab 
5/14/2010Modify Email Notification security process: Update User Setup screen with PIID for users created through automated process 
Modify Facility Invoice Import procedure: reorder columns for specific Facility 
5/14/2010Add New Billable Option: C(ustom). Custom Rates Keyed Manually and Not Updated During Invoicing Process 

16.4.0

DateDescriptionBug Fix
4/3/2010When Deleting a PI from the User Security Screen for a Login User it Removes the PI Completely from the Database

X

4/14/2010Receive a "The PI Is Already in Use" Error Message when Entering a new PI in the Protocol Billing Module

X


16.3.0

DateDescriptionBug Fix
3/29/2010Print Invoices Reports Minimize to the Taskbar Quickly 

16.2.1

DateDescriptionBug Fix
3/15/2010Facility Module Customizations 

16.2.0

DateDescriptionBug Fix
1/20/2010Ability to Exclude Terminated Accounts from Management Reports 
3/1/2010Facility Module Changes to Email Notification to Exclude External PI's 

15.12.0

DateDescriptionBug Fix
11/15/2009Modify Protocol, Protocol Visit, and Unbilled work Data Entry Screens when Facility Module used as a Protocol/CRU/Clinical Trial Billing System 
Payments Processed reports matching on Invoice Date instead of Payment Date

X

11/15/2009Modify Invoicing Procedure to include subsudies when Facility Module used as a Protocol/CRU/Clinical Trial Billing System 

15.10.0

DateDescriptionBug Fix
10/15/2009Facility Module Protocol Billing System Phase I 
10/22/2009Outstanding Invoice Reports Generating Error Message

X

10/21/2009Delete Invoice Feature Fix

X


15.9.0

DateDescriptionBug Fix
9/1/2009Modify sort order on Unbilled Work - Details sorted by Date & PI Rep with PIID2 Report 
9/18/2009Unbilled work report fields not populating correctly

X

9/1/2009Modify sort order on CompInv3PIID2 Invoice 
9/1/2009New version of invoice format - InvUNC7PIID2 
9/1/20092 New Invoice Totals Management Reports. 1st sorts by PI, Inv#, & Acct #, 2nd sorts by Inv# & Acct # 
9/22/2009Facility Module runtime error entering PI info

X


15.8.0

DateDescriptionBug Fix
8/21/2009Modify Compact Invoice Sort Order 

15.7.0

DateDescriptionBug Fix
7/7/2009Modify how default accounts are entered in unbilled work grid 

15.6.0

DateDescriptionBug Fix
6/1/2009Export / Import Procedure for Unbilled Work or Invoiced Work 

15.3.0

DateDescriptionBug Fix
3/31/2009New Invoice Number format (XXYYMM##) 

15.1.0

DateDescriptionBug Fix
1/22/2009Reports: Exceptions report correctly displays the text description of the exception error messages 
1/22/2009Generate Invoices: Exceptions report needs to print the exception description rather than the letter code.

X


14.12.1

DateDescriptionBug Fix
1/8/2009Point of Sale: Corrected data entry issue when a user changes the Item # the Description, Unit, Rate Group, Rate, and Billiable fields are populated with the respective information for the new Item #.

X

1/6/2009Unbilled Work: When detail line is deleted the associated account number on the detail line is also deleted from the account table.

X

1/8/2009Unbilled Work: Added new option on Department Manager Setup / Facility Management "Store Non-Billable Values <>0". If this option is checked, the system will not convert billable amounts to 0 when billable field is changed to N. 
1/8/2009Report Selection Criteria: Modified the PI dropdown to display only PI's who are either on the PI Reps tab or Rate Groups tab. 

14.10.0

DateDescriptionBug Fix
10/1/2008PI Default Sort: Change PI Default sort to start with PI's alphabetically and the ability to save the search default setting. 
10/1/2008Reports: Unbilled Work Details Sorted by Date & PI Rep with PIID2 - corrected report sorting issue. 
10/1/2008Print Invoices: The PIID2 field is now stored in the Invoice Header table for re-printing of invoices. 
10/1/2008Print Invoices: Corrected software issue causing the printing of duplicate lines.

X


14.9.1

DateDescriptionBug Fix
10/15/2008PI Default Sort: Change PI Default sort to start with PI's alphabetically

X

10/14/2008Print Invoices: Error message "Data type mismatch in criteria experssion -2147217913" is received when comment field is blank.

X


14.9.0

DateDescriptionBug Fix
9/8/2008A1 Add the new PIID2 value in the InvHdr table 
9/25/2008Facility import to Accounting module does not mark invoice as "Loaded" once imported.

X

9/8/2008A4 PI dropdown selection box improvements 
9/8/2008A3 Add PIID2 to User Work Details window and PIRep table - on the PI tab 
9/8/2008A2 Reports: Fix the new unbilled work report "Unbilled Work Details Sorted by Date & PI Rep" 

14.8.0

DateDescriptionBug Fix
6/30/2008Client Specific: Custom Facility import procedure. (Phase 1) 
8/15/2008Point of Sale: Corrected default account number field(s) to allow accounts numbers with more than 11 characters.

X


14.7.0

DateDescriptionBug Fix
7/8/2008Change the field Facility ID to PIID2 (or "ID2" on the PI window if you automatically add PI in front of ID2 when the field shows up elsewhere) which should make it even clearer.

X

7/18/2008Facility setup screen: Get error message "You have entered an invalid invoice format" when selecting an invoice format that is longer than 8 characters. The form needs to accommodate a longer field length for data entry.

X


14.6.0

DateDescriptionBug Fix
4/28/2008Reports: New Unbilled Report to include PI Facility ID. The report name is Unbilled Work - details sorted by Date and PI Rep. With Facility ID. 
6/30/2008Invoices: Corrected totaling issue for the print formats INVELESUM and INVELESUMPI.

X

4/28/2008Invoices: Print invoices - There are two new invoice formats, COMPINV2FID and INVUNC4FID, which includes the PI Facility ID on the invoice. 
4/28/2008Principal Investigators: Added new Facility ID field to the PI record. The Facility ID will display in all associated PI drop down tables. To activate this feature go to Facility Module / File / Setup / Facility Tab and click on Display Facility ID. 

14.5.0

DateDescriptionBug Fix
4/28/2008Invoices: Ability to re-distribute the invoice amount across multiple accounts. 

14.4.0

DateDescriptionBug Fix
2/20/2008Item Inventory: New Item Inventory tracking feature. 
2/18/2008Reports: Modified invoice report(s) to accommodate customer defined account structure. 
4/28/2008Invoices: Added "Account" button on the toolbar of the invoice screen to allow users the ability to change multiple detail account lines at once. 
5/8/2008Reports: Added subtotals to the Unbilled Work reports. 
4/28/2008Custom Import: When exporting invoices from the Facility module do not mark as paid. 
5/8/2008Import: Enhanced invoice import exceptions handling to roll back import process when errors occur during the import process. 

14.3.0

DateDescriptionBug Fix
3/26/2008Unbilled Work: User now have the ability to change the billable codes B, N and F. 
Change Facility export to group and sum Invoice details in order to export 1 line per invoice 
Undo Invoice Import should be limited to imports with no Invoices sent to GL 

14.2.0

DateDescriptionBug Fix
1/25/2008Facility Module: Custom Invoice with client logo. 
2/18/2008System no longer deletes the PI record when deleting a PI Group from the Groups/Phone Tab on the PI in the Facility Module.

X

2/18/2008Facility Module: Updated module to only allow changes to the item rate and amount for unbilled records with an F type. Unbillable work with types B or N can not be changed. 
2/18/2008Facility Module: PI's now sort by the PI 's last name instead of the assigned ID.

X

3/10/2008Check request changed to allow Clients to specify additional check request statuses to load. 
2/15/2008Corrected issue where users could no longer key cents for the vendor price in the Item Rates table. Also can no longer key in over 99 dollars (tens).

X


14.1.0

DateDescriptionBug Fix
Custom Import (LCRC) - new option for Nucleic Acid Invoices 
Added the delete PI confirmation message to the PI form. 
1/14/2007Import modification 

13.12.1

DateDescriptionBug Fix
1/7/2008New client for e-mailing from Facility Module 
11/13/2007Added email notification in the online module. (*Note this requires new client setup) 

13.12.0

DateDescriptionBug Fix
12/5/2007Added the ability to select "Do Not Email" options for PI, Lab Manager, and Account Representative. 

13.11.1

DateDescriptionBug Fix
11/30/2007PI Reps DE Form-PI Tab is not displaying data correctly

X

11/29/2007Invoice footer change 

13.10.0

DateDescriptionBug Fix
1/24/2007Automatically create OLM_FM users where login id=email and password=PID for people being sent emails in FM-19 
1/24/2007Create an email procedure that sends emails to PI, PIReps, & either Admin contact from PI from or Department Administrative contact. Email contains text and link to OFM 
10/3/2007Invoice Report change 
10/16/2007External Sales - add new PI Rep error message

X


13.9.0

DateDescriptionBug Fix
1/24/200721) New import procedure that imports facility invoice details 

13.7.0

DateDescriptionBug Fix
1/24/200723) Modify report criteria selection screen to select account department 

13.6.1

DateDescriptionBug Fix
6/27/2007Delete PI from PIREP from - deleted PID from PI table

X


13.6.0

DateDescriptionBug Fix
1/24/2007Add new report that lists and totals by Facility, PI, Invoice#, invoice amount, and account# 
3/23/2007Make sure there are 3 contact per PI (PI, lab rep, departmental) 
1/24/2007Modify invoice data entry form to give administrators ability to change PI & Invoice date 
Database Diagnostics Report - list Pis and Administrative staff without email addresses 
6/7/2007Custom invoice no longer displays department name or PI Rep name

X


13.5.0

DateDescriptionBug Fix
5/24/2007Unable to delete invoice payments

X


13.3.0

DateDescriptionBug Fix
1/24/2007Add Pi grid to PIRep data entry form (reverse of what's linked to the PI form) 
3/23/2007New procedure that convert 'unpaids' to 'paids' when final electronic bill is produced 
3/23/2007New report that shows invoices not sent electronically 
3/23/2007New invoice to sort by PI last name, PI first name, PI, then invoice number 

13.2.0

DateDescriptionBug Fix
2/27/2007Update wire information at bottom of invoice 

13.1.2

DateDescriptionBug Fix
2/9/2007Facility Management Report don't run

X


13.1.0

DateDescriptionBug Fix
1/8/2006Change Unbilled Work to generate one invoice per account per PI 

12.12.0

DateDescriptionBug Fix
12/15/2006Add print button to exceptions screen 

12.11.0

DateDescriptionBug Fix
10/12/2006Too many Exceptions; Print button for exception; New invoice for PIReps 
11/28/2006Point of Sale needs to update Invoice Total Balance

X

11/21/2006When line item is deleted from Invoice, PIRep no longer existed.

X


12.10.0

DateDescriptionBug Fix
8/31/2006Facility Invoices 
10/11/2006Outstanding Invoice Report errored when Invoice# was selected

X

9/20/2006Change PIDs used in facility import 

12.8.0

DateDescriptionBug Fix
8/4/2006Added status to Billing Rate Selection Criteria form 

12.7.0

DateDescriptionBug Fix
6/30/2006Custom Import 
7/25/2006Facility Management PI reports error fixed when PI Rep name was longer than 15

X


12.6.0

DateDescriptionBug Fix
6/29/2006HPL invoice envelope 
7/5/2006Invoice footer change: banking information updated 

12.5.1

DateDescriptionBug Fix
5/12/2006Unbilled work enter form - PI bug

X


12.5.0

DateDescriptionBug Fix
5/9/2006Updated import into Accounting 
5/4/2006Updated Bid Sheet to show all items

X

5/9/2006Update Uninvoiced Work Report 
5/23/2006Increased size of vendor field on Facility setup form

X

5/9/2006Created new HPL invoice format 
4/27/2006Fixed - Item Code description search won't find 'T' or 'T*'

X


12.4.0

DateDescriptionBug Fix
4/6/2006Facility import did not run when import file contained 1 record

X

4/4/2006Change Items to sort by status 
4/12/2006PI division bug -Added Next PI ID#

X

4/3/2006Update import to select item 

12.3.0

DateDescriptionBug Fix
3/7/2006Fixed Import and Export file naming

X

3/7/2006Electronic Invoice Summary - page 2 amount incorrect

X

3/4/2006Fixed Import error when invoice has more than one line item

X

3/3/2006Point of Sale: add validation, so quantity <> 0 
3/4/2006Fixed Import error that occurs when Facility default Account not set

X


12.2.1

DateDescriptionBug Fix
2/28/2006Added Totals to Point of Sale form

X

3/2/2006Update PI Totals and PI Invoice Details reports

X


12.2.0

DateDescriptionBug Fix
1/20/2006Developed import and export process 
2/9/2006Point of Sale - Item Description auto populated

X


11.12.0

DateDescriptionBug Fix
12/20/2005Default Object Set not populating

X


11.10.0

DateDescriptionBug Fix
10/5/2005New Management Report - Monthly Summary by PI 
10/5/2005New invoice format for Columbia 
10/5/2005New Item List report 
10/5/2005New Point of Sale data entry form 
10/5/2005New Vendor Code report 
10/5/2005New version of Item Totals report 
10/5/2005New Management Report - Monthly Detail by PI 
11/1/2005UNC Stadnard Invoice 3 with Billing Terms - footer fixed

X

10/5/2005New Item Rate report 
10/5/2005New PI report 

11.9.0

DateDescriptionBug Fix
9/12/2005Removed PI address error when length greater than 35 characters

X


11.8.0

DateDescriptionBug Fix
4/21/2005Added new fields for Billing Terms and created new Invoice Report (INVUNC3) 
8/3/2005Fixed selecting single PI

X

4/21/2005Removed duplicate data display from Management Report - Monthly totals - amount invoiced w/ details

X


11.6.0

DateDescriptionBug Fix
6/8/2005Invoice alignment changes

X


11.5.0

DateDescriptionBug Fix
4/15/2005Unpaid Work sorted by Invoice Date - when Dept is part of the criteria no results returned

X

4/12/2005iCapture Standard Invoice 

11.4.0

DateDescriptionBug Fix
4/4/2005Outstanding Invoice Reports - Query is too complex error when using PI Group

X

4/8/2005Outstanding Invoice Statement report - change email location 
4/1/2005Add Item status and only show active items on Unbilled Work Form 
3/15/2004Add Ctrl-D feature to grid in the Unbilled Work form 

11.2.0

DateDescriptionBug Fix
Add Facility and Signature Contact to Outstanding Invoice Letters & Department Contact Letters 
Added PI Group to PI set up form and report selection criteria 
Monthly Totals Payments Processed Sorted by PI and Monthly Totals Payments Processed Sorted by Department not sorting correctly

X