ITAS Release 8.8.15.1154

Trader Desktop

New Features

• Users are now notified on launch of any application for a Trading Entity that is locked for editing.

Updates to Existing Features

• Star Reports 'Save Report' and 'Send Report' screens have been re styled in line with DocMan screens
• CASHMAT - new rules feature allows users to create groups of records by running pre set rules.
• CASHMAT - new column 'SecondaryReference' has been added to the main grid and group grids.
• CASHMAT - scroll bar added to the Group Boxes
• CASHMAT - Cancel 'X' icon is now a little more subtle. 
• EDIMON - Re Submit
• Additional windows now display a different color header for ease of grabbing and moving.

 Bug fixes:

• Newly pinned tiles now keep location after switching tabs or on launch.
• Selecting an option from the ITAS icon in the system tray when ITAS is minimized is now working as expected.
• Issue when user is unable to close a docked window when another window is in main view has been resolved.
• Exception error when accessing Star Reports has now been resolved.
• Issue where Report Services were showing as stopped in sites where the Services are not installed has been resolved.
• Threat alert issue from Symantec during upgrade has been resolved.
• CASHIMP filter option 'All' no longer has a remove filter icon.
• EDIMON Screen help icon enabled and Field Help icon disabled as intended.
• Issue where 2 ITAS icons appear in the windows task bar when Trader Desktop and an application is open has now been resolved.
• GEN5000 error when adding or unpinning user shortcut has been resolved.
• Filter Polling Service logging information now formatted correctly.
• Reports Admin - Manual Data Export tab title casing amended.
• Error message when user opens a session of ITAS when they already have one open now displays as intended.
• Correct error message now shown when user tries to launch but does not have access to any Trading Entities

DocMan

Bug Fixes:

• 'Email to' option is now working as expected in the Unverified Documents grid.

Alerts and Notifications

Updates to Existing Features

• Alert for 'Credit/Payment Limits Exceeded' now has 'ClientAccount' filter.

ITAS Client Services API

New Features

• DQS Entities major version update to v6.0.15 to include break in changes, new and updated Entities:
  • Break in Changes:
    • FutureAndOption - Lots amended to type int.
    • AccountingConfiguration - IsOpertatingManualFinancialYears amended to OpertatingManualFinancialYears
    • AccountingConfiguration - IsOperatingAdjustmentPriod amended to OperatingAdjustmentPeriod
    • AccountingConfiguration - IsOperatingManufacturingPeriods amended to OperatingManufacturingPeriods
    • FuturesAndOptionsConfiguration - IsOperatingStrategies amended to StrategyStyle
  • New Entities
    • ClientClassification
    • GroupingPhysical
  • Additional Properties Added to:
    • AccountingConfiguration
    • Department
    • ClientBankAccount
    • ContractTerm
    • Commodity
    • ExternalBankCoding
    • ShippingStatus
    • Expense
    • Port
    • Strategy
    • Terminal
    • TradeCode
    • PhysicalTradeTraffic
    • PhysicalTradeMain

Committed Work Items