ITAS Release 8.8.15.1154

 

4th February 2019

 

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.
Bug Fixes:
  • New Future and Option Trade created notification now has the correct message in the body
  • GEN5000 error when opening a menu item via a notification window has been resolved.

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

PBI Type Description Included
16454 Enhancement CASHMAT new column - SecondaryReference  Yes 
16212 Enhancement Configured CASHMAT rules Yes 
16454 Enhancement EDIMON Re Submit Process Yes
16170 Bug Adding or unpinning user shortcut throws exception when run mode 777 menu is active Yes