This Builder Card PC web app was published to .

com (except for the mobile menu items)

in January 2008. Testes successfully using manual drawdown (automatic drawdwon was not in biz nor
The main new feature was PMT invoice for DM client in PR.
bile menu items)
c drawdwon was not in biz nor com)
ID
1001

1002
1003

1004
1005
1006
1007
1008
1009
1010
1011
Description
The quick invoice button appears in the WR Create screen even when the WR type
is “PO”.
when CF clicks on any lien bucket, the item following is highlighted and pointed to.
When any user clicks on a Lien Menu the entire menu flashes.

new CF cannot treat new budget from new builder

builder cannot use an old project’s budget to create a new budget
In XML 2 button and in the excel file drawdown is spelled ‘Drowdawn’
Cannot create WR. Clciking Add Item shows error
PMT Invoice button disappears when leaving out information
bucket Payment Request by vendor named Verified
system error randomly comes up when entering buckets randomly
When clicking on the homepage, the left menu does not show that Homepage is
selected but the menu points to the previous selection.
Fixed status tested status
fixed tested

fixed tested
fixed menu does not flash as it
used to. Menu refreshes in
certain instances. For more
info. please see Gil's email
on Dec 21, 2007.
fixed tested
fixed tested
fixed tested
fixed tested
fixed tested
fixed tested
fixed tested
more details date of response from Dev

The vendor’s “Request payment” bucket has been renamed “Verified”. The bucket name for the vend
    While running scripts we found system error come up randomly by both myself and Rivka when ran

Replication Procedures:
1.        Login as builder b600,b
2.        Select a project (for example project K)
3.        Select any menu item (For example WR Created)
4.        See that on the left menu WR/Created is selected and that you see the WR crea
5.        Click homepage
6.        See that on the left menu WR/Created is selected and that you see the homepa
et name for the vendor has always been “Payment Request”.
and Rivka when randomly entering buckets. We repeated the exact steps which caused the error but we did no

you see the WR created page in the main frame

you see the homepage in the main frame

caused the error but we did not see the error. We then found the error after performing other functions  while e
rming other functions  while entering other buckets.  It still comes up at  different points which do not necessar
points which do not necessarily happen again when replicating the same steps.
ID Feature
2501 PMT Invoice Button in WR create screen

2502 PMT Invoice Button in WR create screen

2504 XML button

2505 XML2 button and excel button

To Do
The “PMT Invoice” button appears when the WR type is “PO”.

Add to string table "PMT Invoice" label.

In the Lien and WR and Lien declined folder by the builder and
vendor get error when clicking on XML button
(By the builder) hide xml2 and excel buttons in all WR folders.
Fixed status tested status
fixed tested

fixed tested
fixed tested

fixed tested
date and subject of email from QA date of response from Dev
ID Module
2503 Automatic drawdown

4000 Catalog
4001 AMEX setting in preferences
4002 main menu - visual bug
4003 PMT invoice by vendor
7001 PMT invoice button disapears and Send button is clickable when modifying budget while c

2504 Adding Non AMEX vendor to builder's preferences

2505 Admin on .com
2506 found on .com with user btest
2507 IE7
2508 IE7
2509 vendor sees declined b/c of budget
109 WR creation screen - visual bug
10514 project creation screen - visual bug
10515 void screen - is this a bug?
10516 Req. Payment - slow
Description
automatic drawdown needs to be set. Percentage needs to
be added to preferences and equation should be changed
according to spec.
Editing catalog. Problem in choosing category when clicking on AddItem for multiple items before fillin
When adding a vendor to the builder's preferences, if it is an AMEX vendor, by default the AMEX check
When entering the system the Admin menu is open
Vendor has PMT invoice button and it creates a system error.
Gil implemented issue 7001 and we found the functionality working as follows: When the builder creat
Hi Kate,

I will call you regarding the following bug to find out if it must be fixed for this release. Basically, the p
1. Builder A creates a non-amex vendor
2. And Builder B adds that non-amex vendor that builder A created by selecting him in his preferences
3. The non-AMEX vendor will act as an AMEX vendor for builder b but he can uncheck the AMEX check
On the biz site:
Replication Procedures:
1. Builder b600 (login b600, password:b) creates non AMEX vendor NAV100
2. See that NAV100 was added to b600 as a non-AMEX vendor
3. Builder bdemo1 (login: bdemo1, password:TBCM ) logs in and adds NAV100 to his preferences
4. Bdemo1 sees that NAV100 was added to builder bdemo1 as an AMEX vendor

The work around here is that if both builders create this vendor as a non-amex vendor it will work for

Thanks,
Ronit

Only on .com when logging in as Admin get system errror

Old deleted project name came up on Lien title
The tab displays the "BuilderCard' as one word instead of 2 separate words "Builder Card". This is inco
When rightclicking you get "Welcome to BuilderCard" instead of "Welcome to Builder Card". displays t
The vendor sees on the PC app in the declined folder, Wrs that the CF declined because of budget. Ch
When creating a new WR from voided or modify a WR layout looks funny, also Add Item in creating a W
When creating a project the start date appears cut off in the Create Project form
When creating a WR from voided the screen shows an warning/error icon next to the error. This happ
When vendor requests payment its very slow
 status more details date of response from Dev
Waiting for Kate's input

Reported in the past on axosoft.

s, if it is an AMEX vendor, by default the AMEX checkbox should be checked and the builder can uncheck it if he

stem error.
ctionality working as follows: When the builder creates a PMT invoice WR that exceeds the budget, he can click

ut if it must be fixed for this release. Basically, the problem is that if:

builder A created by selecting him in his preferences from the list of vendors then
dor for builder b but he can uncheck the AMEX checkbox when creating each WR

non AMEX vendor NAV100

AMEX vendor
CM ) logs in and adds NAV100 to his preferences
r bdemo1 as an AMEX vendor

te this vendor as a non-amex vendor it will work for both builders.

Thanks,
Ronit

stead of 2 separate words "Builder Card". This is inconsisntent to the rest of the PC and mobile apps.
ard" instead of "Welcome to Builder Card". displays the "BuilderCard' as one word instead of 2 separate words "
der, Wrs that the CF declined because of budget. Changed on hopto but not on biz
WR layout looks funny, also Add Item in creating a WR changes the layout- LOW priority
t off in the Create Project form
ws an warning/error icon next to the error. This happens if the item is over budget or no budget item selected .
onse from Dev

can uncheck it if he wants.

udget, he can click the Modify Budget button. Once he modifies the budget he is lead back to the WR creation s

2 separate words "Builder Card". This is inconsisntent to the rest of the PC

get item selected . I think you should see the error when you click send or check not upon entering hte page.
lead back to the WR creation screen. N ow the PMT and Quick Invoice buttons are grayed out but the Send butt

not upon entering hte page.

grayed out but the Send button is clickable. This is better than the situation we had before because the builder
ad before because the builder may (and may not) understand that the Send button is not a PMT invoice. This I b
on is not a PMT invoice. This I believe is still not th e ideal user experience. Now that it is better (although it is no
at it is better (although it is not what I intended), do you want us to leave it or does  it need to be enhanced? W
es  it need to be enhanced? We were also wondering if it is a problem that that you can modify a budget from a
u can modify a budget from a  (PMT invoice)WR for this pa rticular client.
The following tests will have to be ran on the BuilderCard website:

1.        Simple Script

2.        In all statuses of all Lien menus - save XML and Excel files and test content
3.        Simple Script using PMT Invoice button
4.        Test print button of WR in all Lien menus
5.        Budget Script using PMT Invoice button
 Builder Vendor CF
X X X
files and test content X X X
X X X
X X X
X X X
 Issue Details from emails

Issue 7002: If the CF declines a budget modi

Instead the budget should reverted back to t

Thanks, Kate
. Issue 7002: Is this a bug of high priority

Explanation of issue 7002:

After CF declines budget modification and he

Replication procedures:
1. Create project
2. Create budget
3. CF approve budget
4. Builder create WR – see PMT Invoice b
5. Builder modify budget for item A
6. CF decline budget modification for item
7. Builder create new WR for item B – se

The following must be done in order to use th

8. Builder modifies budget
9. CF approves budget modification
10. Builder create WR – see PMT Invoice bu

For example#1:

1. Login as b600,b
2. Modify budget – add funds ($10) to br
3. Login as Cf600,cf – decline budget mo
4. Builder tries to create PMT Invoice for
5. There is no PMT Invoice button on WR

For example#2:

6. Login as b600,b
7. Create PMT invoice for builder for bric
8. Modify budget – add funds to brick
9. Login as Cf600,cf – decline budget mo
10. Builder tries to create new PMT Invoice
11. There is no PMT Invoice button on WR –

Thanks,
Ronit
7002 Cf declines budget modification then cannot create PMT inovoice until budget is approved
7004 Is waiting for so long for Request Payment OK?
Waiting for response fom Kate
lines a budget modification meaning there was no actual change in the budget, then builder and/or the CF shou

d reverted back to the way it was originally and the budget and CF should be notified that the request was deni

a bug of high priority for this release or can it wait for next release? (BTW a similar bug exists in the axosoft site

2:
modification and he did not reapprove the budget, there is no possibility to create PMT invoice for that project.

t
– see PMT Invoice button
dget for item A
modification for item A
WR for item B – see no PMT invoice button (button is gray – not clickable)

ne in order to use the PMT invoice button again:

udget
et modification
see PMT Invoice button

dd funds ($10) to brick

– decline budget modification
eate PMT Invoice for cement for $1
nvoice button on WR – user cannot create any PMT invoices without CF first approving another budget modificat

e for builder for brick for $20

dd funds to brick
– decline budget modification
ate new PMT Invoice for cement for $1
oice button on WR – user cannot create any PMT invoices without CF first approving another budget modificatio
Hi Gil,

I am also using netvision as a provider. My computer is definitely slower than yours. All othe

Thanks,
R

From: Gil GRYCMAN [mailto:ggrycman@hotmail.com]

Sent: Monday, December 31, 2007 1:24 PM
To: 'Rivky Kraus'; mowilly@netvision.net.il
Cc: 'Ronit Kitay'
Subject: RE: bug 1001 and 2501 fixed

Hi,

I just tried and it took 5 seconds.

When the user hits the ‘payment request’ button, the system creates the lien’s PDF.
So I assume it was a slowdown of internet while the pdf was being generated.
I am using netvision as provider.
If that problem persists please let me know.

Thanks,
Gil

From: Rivky Kraus [mailto:krausr@zahav.net.il]

Sent: Monday, December 31, 2007 12:24 PM
To: mowilly@netvision.net.il; 'Gil GRYCMAN'
Cc: 'Ronit Kitay'
Subject: bug 1001 and 2501 fixed

Hi Gil,

Ronit asked me to update you that the PO/invoice bug was indeed fixed and working fine. Simple scrip
I noticed that the ‘request payment’ action takes longer then all other ones (when you click ‘request p

Thank you very much

Rivka
hen builder and/or the CF should NOT have to approve a budget that did not change. If this is how the system c

fied that the request was denied and no change was made to the budget.

r bug exists in the axosoft site regarding the send button. It is a much smaller bug and lower priority but it prob

e PMT invoice for that project.

ving another budget modification

ng another budget modification

ely slower than yours. All other actions took me from 2-3 seconds. The Request Payment action takes me betwe

Thanks,
Ronit

e lien’s PDF.
rated.

and working fine. Simple script also runs fine.

nes (when you click ‘request payment’ on a WR you have to wait about a minute until it is done. All other action
ge. If this is how the system current works, they we have programmed an error. It does not logically make sen

g and lower priority but it probably makes sense to fix th em both together.)
ayment action takes me between 23-25 seconds.

until it is done. All other actions take only a few seconds). Is there ant reason for this? Could you please look int
It does not logically make sense to approve a change that was declined.
his? Could you ple ase look into it?