1. Improvement - Adding negative dollar values on the Misc Information entry window:
Negative Values on Misc Information:
- On the cost breakdown section that can be found within the Miscellaneous Information entry window, we need the following to allow financial adjustments on the event.
- Allow negative numerical values in the fields, and this should be reflected in the following fields:
- Procurement Cost
- Selling Price
- Allow negative numerical values in the fields, and this should be reflected in the following fields:
1. On the left side panel, go to Data Items
2. Click on Miscellaneous Items
3. Select Miscellaneous Item Management (Active Items Only)
4. Go to the Cost Breakdown section, in the Procurement Unit Cost and Selling Price, enter a negative value starting with (-):
2. Major feature enhancement, the ability to merge PDF files in Elecate:
- We want the ability to merge our Elecate proposal, Terms and Contract language, external 3rd party documents such as Permits, Floorplans, etc., and now the exciting part, adding images and design elements from 3rd party apps such as Canva.
- Add the "Merge, Split, or Add content" for PDF processing in Elecate.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Go to the Event Info Tab, click on the Event Files section, upload the PDF files, next, put a check mark on the event that you want to merge, from the Add File drop-down, click on Merge:
3. Recalculating Financials run after event Save and skip it on tab switch if no changes, so that system performance is optimized:
AC 1:
Given a Salesperson,
when they want to Print their financial report (invoices)
then they should not need to go to the Financials tab or press the Recalculate Financials button
AC 2:
Given a Salesperson,
when they have not made changes in order items
then when they navigate to the Financials table should not load and take user time
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing event, add items to the event, click on save, in the reports field, select a report and check the Total amount of the event, next check if the total amount is matching with the information that we have on the Financial Tab:
4.Recalculating Financials run after copying an event so that system performance is optimized:
Given a Salesperson:
When they want to copy an event and some or all departments, then they see the financial tab and all totals must be accurate.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Put a check on the event that you want to copy, from the Drop-down menu select Copy Event, before completing the copy, check in the Financial Tab the Total amount of the event, next process the copy, go to the Financial Tab in the copy event and review if the totals are matching.
Original Event:
Copy Event:
5. Activating my Jamix account in Empower, so that I can connect with Jamix:
-
Given an Empower Administrator,
-
when they want to connect to Jamix for the first time
-
then they will have a prompted pop-up window to include their Jamix credentials
1. At the top of the screen, on the right side click on the Gear Icon
2. Click on Setup Client (Second Page)
3. At the bottom of the left side column, select Application Integration Set Up
