Category: 2019-08

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

Overview

This release focused heavily on development of the upcoming release of the new accept payments page. There were also fixes for reported bugs, removing legacy code and reports, and adding additional features required for the on-boarding of institution 6

Agreements

• T-834 Added “Not Applicable” option to the deal source list in the agreement detail header
• T-887 Remove old reports from agreement search drop-down
• T-936 Add agreement type to new Related Agreement Search

Distributions

• T-732 Concatenation of agreement descriptions contains too much data, remove repetitive descriptions
• T-817 Allow all fields in the distributions page to be edited
• T-829 Include additional account types to pull money for distribution – Allow Cost Recovery Reversal (type_id 3260) and Reserved Funds Available for Distribution (type_id 3364) to be distributed along with revenue (type_id 1270)
• T-833 Distributable Funds – Add Cost Recovery Reversal and Reserved Funds Available for Distribution to reports
• T-892 Deleted distributions database fix

Finance

• T-908 Update Vendor ID/Chart of Accounts field in accounts to be a text field and not a drop-down

Groups

• T-879 Groups Search – search box broken
• T-880 Remove group reference number from name in groups page – added a new field to the header instead

Patents

• T-642 Patent Date Logic – When adding a priority date also add a expiration date that is the priority date +20 years
• T-912 Patent Search Page – Duplicate patent people report

People

• T-848 Create people reference number

Settings

• T-853 Notifications – add secondary manager to the following email notifications:
  • X Days before Technology Date (Upcoming Potential Bar Date)
  • X Days before Technology Date (Upcoming Public Disclosure)
  • X Days after Technology Date

Technology

• T-769 Added technology marketing types for institution 6 in technology header
• T-770 Manual creation a technology record should have a default owning org set based on the default for the whole system
• T-851 Create a new tech-type person type “Innovator – Internal”

Miscellaneous

• T-699 Installed LDAP for user synchronization for institution 3
• T-872 Removed incorrect contact information from the bottom of institution 6
• T-875 Create user stories for upcoming Forms development
• T-910 Update LDAP documentation
• T-916 Created log-in to demo for tech writers
• T-934 Provide institution 4 a list of technology-people that have %’s along with their types and tech reference numbers
• T-937 Fixed email bug for institution 2

Accept Payments Module

• T-798 Wrote queries for the accept payment summary page
• T-811 Non-invoice, no allocation schedule – Display all Technologies or Patent/Technologies associated with the agreement & Account associated with the agreement
• T-840 Required fields for a payment to be converted from draft to active status active status which results in the creation of line items in accounts: Payment Number, Chart of Accounts, Journal Date, Journal Number
• T-878 Clicking on the agreement hyperlink in the non-invoice section does not open the agreement
• T-890 Relabel “Accepted Payments” report as “Payments”
• T-891 Limit modal returns to 10 results and include pagination
• T-893 Display the line items in the drop-downs grouped by their related account
• T-894 Sort-able techs/patents
• T-896 Display the allocation schedules in order in the accept payment page starting with “null” end dates and then descending
• T-897 Do not display compliance reporting in accept payments page
• T-900 Display how much is left to allocate for each row (invoice)
• T-905 Start page – refresh after deleting values from the fields was not removing the old values
• T-907 Error Validation – Display a warning message when the group that was selected on the start page is not the same as the groups associated with the Agreements (Reimbursement, Prepay, Payment). Payor is not the same as who the invoice was sent to. “The selected groups are not the same”. Or the Group must be associated with the Account.
• T-932 Fix page reload error
• T-933 Reimbursement Page Fix- Apply to Line Items does not populate the fields as a waterfall
• T-945 Bug fix – Cannot add invoices from modal