2019/08/27

Agreements

  • T-805 Modify the agreement revenue allocation report to have a total percent that is allocated so that users can know which items to fix if they are not = 100%
  • T-942 Fixed search box in Agreement Revenue Allocation search page
  • T-951 Revenue can be allocated to a technology instead of the patent when the technology is not directly licensed. Pulled in the technology from the “Related Technologies by the Licensed Patents” section of the agreement.
  • T-958 Allocation Schedule – Added more decimal places to the schedule
  • T-959 Fixed bug where “Allocate Revenue Evenly” would not work
  • T-970 Agreement Revenue Allocation Schedule Report Corrections:
    • Agreement Tech/Patent Count value is incorrect
    • Search box doesn’t work

Campaigns

  • T-977 Fixed search box in campaigns search page

Finance

  • T-730 Account types are displayed when moving line items in the line items search page and in accounts
  • T-917 Added total to the bottom of Reserved Funds column in distributions reports (Agreement Distributions, Agreement-Technology Distributions, Technology Distributions, Technology-Agreement Distributions)
  • T-968 Added transaction key to transaction detail page
  • T-975 Updated distributions reports (Agreement Distributions, Agreement-Technology Distributions, Technology Distributions, Technology-Agreement Distributions) formula for variance column to (Revenue + Reserved Funds + Cost Recovery Reversal) – (Inventor +College + Lab + Other External + Other Internal + Retained Distribution + Department + Fund + Admin Fee AKA Total Distributed) = Variance

Miscellaneous

  • T-370 Moved finances for customer #7
  • T-949 Fixed bug where a custom field could not be added to an agreement in settings
  • T-953 De-duplicated patents for customer #7
  • T-961 Moved invoiced reimbursement line items for customer #7

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