2019/10/08

Agreements

• T-792 Material Cost Recovery is missing as a compliance option for customer #3
• T-1153 Modify allocation schedule report
  • Update this report to only show agreements where the the number of technologies and/or patents that are linked to that agreement is >0
  • There is a revenue account that is not $0 (negative and positive)
  • Display the ARAS to replace the Allocation Schedule Status
  • Get rid of the calculated column at the end
  • Add the regular allocation schedule status so that it is searchable
• T-1254 Agreement Reimbursement Report is rounding values, should be displaying the values from the agreement record
• T-1255 Bug – In the Agreement Reimbursement Report the technology links do not open the technology pages for IIA’s
• T-1257 Customer #2 reported that editing existing schedules on agreements with many techs is unresponsive
• T-1287 Bug – Clicking “edit” in the agreement header changes a “Yes, report to AUTM” to “No”
• T-1288 Agreement header drop-downs displaying deleted records that were merged
• T-1291 Reimbursement – Past appears in the Agreement-Person type list
• T-1310 Move deposit agreements in list to be nested under “Other” not “Licensing”
• T-1344 Bug – Manually entered a value in the amount received column of financial compliance section and it did not save
• T-1361 Cannot change the expiration date on agreements in development

Campaigns

• T-923 Removed “Technology Summary:” from the sidebar on email template #1
• T-924 Renamed template #2 “Tech Summary”
• T-925 Campaign header – Adjust “% Responded” so it is based on data and not “Yes/No”
• T-939 Fix so that adding a group brings over only active users with a group-person type “Employee of Company”
• T-962 Campaigns Search Page – Add primary college and agreements as another column for a user to search on and see
• T-963 Campaign to Marketing Targets – Add primary college and agreements as another column for a user to search on and see
• T-964 New report – Available in drop-down, Campaign to Technology
• T-965 New report – Available in drop-down, Campaign to Marketing Target and Tech
• T-981 Patents in marketing campaigns – Revised so that it pulls in any patents that are connected to the slick, no matter the status. Was originally only set up to pull in issued and granted patent status types. Also adjusted the display so that it references the correct issue vs application number and date.
• T-1081 Modifications to campaign record
  • Create campaign reference numbers
  • Add email section
• T-1304 Customer #3 – Fixed technology summaries not publishing to external site
• T-1343 Rename campaign report “Campaign to Technology”

Finance

• T-1105 Bug – Clicked “OK” when creating an invoice in demo and the page did not refresh
• T-1135 New invoice version “Authorization Details” requested by customer #2. Displays the information from the patent schedule for the related authorization code.
• T-1256 Display related groups and people in the line items search page
• T-1317 Customer #4 – Line items duplicated in account
• T-1352 Add new columns to invoices to capture the amount paid and the variance

Groups

• T-1206 Adding a new related parent group in groups doesn’t refresh the page and adds it as a child
• T-1336 Bug – Groups page: number of active license agreement count is displayed as 0, but there are lots that have active agreements

Legal Portal Authorization

• T-353 Customer #3 – Added “Amount Already Spent” column to display current patent expense spend in approve/decline page
• T-1306 Multiple line items displayed in authorization page

Patents

• T-1377 Instructed date can now be edited in the patent schedule

Payments

• T-1219 Manually added reimbursement line items are not being added properly in the status bar & there is no account drop-down to send the money to
• T-1263 On the accept payment start page, allow users to search the payee field by group reference number
• T-1264 Compliance items appearing in the list of non-invoice that are not in the agreement
• T-1267 Pre-populate the information from the revenue line item and line item description into the accept payment page when accepting a payment for a financial compliance invoice
• T-1268 Format the values entered in the accept payment field to be currency (include commas)
• T-1274 Bug – Clicking on create new account will not refresh the page
• T-1296 Include Reimbursement – Cost Sharing as an available account type to post a payment to in reimbursement page
• T-1297 Customer #3 testing – Line item description not displayed when accepting a non-invoice payment
• T-1298 Display payor country in the payments report
• T-1300 Bug – Clicked auto apply and the value entered went out multiple decimal places for some reason, value entered in the box was not equal to the balance due
• T-1301 Display the default revenue account for the agreement and technology/patent when the radio button is selected
• T-1302 Customer #3 testing – Cannot finalize a payment on the first attempt
• T-1303 Customer #3 testing – Invoice paid amount is not correct
• T-1314 Relabel field in reimbursement and revenue invoice search page “Invoice Status” where displayed as “Status”
• T-1315 Bug – Error messages during revenue accept payment that accounts are missing although they are selected
• T-1316 Bug – The text in the note field in the accept revenue page did not carry though to the summary page
• T-1318 Error messages not displayed in the status bar
• T-1319 Bug – Reimbursements: adding a new account not refreshing the page causing duplicate accounts to be created.
• T-1320 Bug – Error messages during reimbursement accept payment that accounts are missing although they are selected
• T-1327 Alphabetize the line item drop-down list in the accept payments pages
• T-1332 When accepting a payment for reimbursement, look at the invoice type to determine the account to create. If the invoice type is Reimbursement – Cost Sharing, create a Reimbursement – Cost Sharing account. If the invoice type is Reimbursement, create a Reimbursement account.
• T-1341 Font correction on the header row for the last page of the accept payment
• T-1345 Added a new compliance item that is not appearing in the drop-down when accepting a non-invoice payment (this requires the agreement to be removed and re-added in occurs while payment is in draft).
• T-1346 Payment split amounts are not correct. They should equal the sum of the payment and not be the same as the total payment.
• T-1347 Reimbursement payments – Only display the direct relationship to a technology or patent in the detail section, not both
• T-1348 Display balance due for line items
• T-1349 Remove reporting from the drop-down list for line items
• T-1354 Do not require a description for a payment to be finalized
• T-1355 Account Codes not showing on Summary
• T-1356 Non-invoice amount doubled
• T-1357 Non-invoice payments missing the payee
• T-1362 Clicking “Apply to Line Items” should add data to the boxes based on the balance due of line item
• T-1373 Capitalize words revenue and reimbursement in invoice search pages in accept payments
• T-1374 Invoice paid in full date not updated when the invoice was paid in full

People

• T-1190 Add veteran status field to the header of the people record

Technologies

• T-1076 New report – Technology to Agreement
• T-1273 Cannot add “Inventor – Primary Contact” to a technology record in development
• T-1282 Customer #2 request for custom data pull
• T-1312 Bug – Customer #3 reported that technology summaries were not being published to the web
• T-1326 Add new technology workflow types for customer #3

Miscellaneous

• T-1136 Updates to Innovate website
• T-1272 Add Lab Distribution and Lab Payment accounts to demo site