Tag: Agreements

2020/06/22

General

T-2163: Updated API for Technology status publishing for Customer #2

T – 2236: Advised Customer #1 on process for filtering and reporting on accelerator awards

Agreements

T-2228: Modified drop-down list for Deal Source on Agreements for customer #2

Invoices

T-1997: corrected invoicing data for customer #1

T-2062: Updated “Void and Clone” function to preserve remaining balance of voided invoice

Distributions

T-2152: Corrected distribution error for customer #4

Payments

T-2085/ T-2216: corrected accept payment error for customer #2 where parent item was corrupted

Patents

T-2255: corrected patent data relationship for customer #2

2020/02/28

Finance

T-1959: For Customer #2, Paid Line Items on Invoice 01505 are now marked as Paid.

T-1968: For Customer #4, Aged Receivables Report error is corrected.

T-1969: For Customer #4, Patent Reimbursement Variance error for Patent 014136 is corrected.

T-1970: Payments for Compliance Payment Plan Invoices marked as Reimbursement – Payment Plan can now be received (Customer #4)

T-1976: For Customer #4, Accepted Payments should be reflected correctly in Agreements A-005856-0004 and A-003100-0003BB

T-1979: To avoid duplicate payment records, make sure that the Payor has only one (1) active “Bill to” address in its Group record.

Agreements

T-1928: Auto-fill in Search Agreement dropdown for Customer #3 now works correctly

General

T-1537: Just a reminder to all users— When sending emails into Innovate, make sure the exact record ID is included in the subject line (e.g. T-010600 or CA-010600). DO NOT use parentheses, quotation marks or other characters adjacent to the record ID.

T-1936: Customer #4 pivot table date formatting corrected.

T-1949: LDAP Library Compatibility now complete. Customers can control LDAP settings.

T-1973: For Customer #4, creating new users is authorized for administrators.

Campaigns

T-1914: Users can now add Campaign Cards to Pipelines

T-1912: Customer #4 requested to change the “Will Receive” column header to “Do Not Email” with the results of “Ok to Email,” “Do Not Email,” and “Do Not Market.”

T-1987: Customer #2 API for Joint-Lead Technologies has now been updated and should be visible.

Groups

T-1979: To avoid duplicate payment records, make sure that the Payor has only one (1) active “Bill to” address in its Group record.