General Description: More and more customers are asking for their rates to be returned to them in an off-line format, fully calculated. Our system was not designed with a method to do this, however, it would be a competitive advantage to allow the...
Auto-Check Q2TMS in Output when Checked in Org Settings
For integration customers using Q2TMS, the user has to check the Q2TMS box for every quote. We should auto-check it if Q2TMS is enabled to reduce the number of clicks a customer does.
While QMS will display negative values in the Info Panel, Contract Mgr converts them to a zero causing users to be misled. We need to display those negative values.
Currently, two documents are transmitted through Q2TMS (1) Quote as XML (2) Quote as XML in Zip and (3) Quote HTML/PDF. Add a choice for a user to select if they want one or both to be transmitted through the Q2TMS process. Choices: XML will be se...
The Shopping Cart takes up unnecessary real estate in the UI and should be collapsed unless there is something worthy of keeping it expanded, like a Quote or the Xeneta feed. The area should be reduced an appropriate amount. Non-Xeneta enabled vie...
Update MAC tool to include customer as one of the qualifiers. Same requirements and concerns as surcharge manager customer update (CAT-26). (CAT-26) Add new field in surcharge manager for customer. Modify engine so that this field is processed whe...
Support the Rate Transit “ Date Range value like 25-30” instead of a fixed date in template. Does this value override the schedules data in QMS? Could we update this column and QMS to allow text and present it to the user like it's uploaded. This ...
General Description: Customers would like to download the quote format in an excel format. With the understanding that the integrity of the quote will be lost, customers would still like the opportunity to do that. Current Behavior: There is no wa...
As we get more and more clients with third party integrations, there needs to be an Org setting to default the Q2TMS check box in Format & Output to always be checked. This saves the user a click as ensures the feature is always used.
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Planned