PSA2022-R1.1 - Resolved Issues

Below is a summary of the main issues addressed by this release.

2022.05.18.2022R1.1.V1.EB

Note: This page could be updated as new information becomes available.

Automation

880037 TE-81667 Fixed an issue with the Automation Service wherein under some conditions the Project Initialization Service was failing.
895893 TE-82199 Fixed an issue with the Automation Service wherein some Projects were not being included in the Regenerate Financial Planner Data Service.
891771
919220 		TE-82430 Fixed an issue with the Automation Service, wherein under certain conditions the Failed Notification Service was failing.
997567 TE-82839 Fixed an issue with the Automation Service, wherein the automated Export Projects to Concur Service was generating an error message upon processing.

Charges/Products

904152
920985
922832
1013713 		TE-82282 Money Charges can once again be deleted.

Expense Manager

1000907 TE-82940 Under rare conditions, an Expense Report might not transition between States. Validation has been added against the Audit Trail to inform users of this occurrence so that the transition can be redone.
1026882 TE-83643 Improved the performance of the Overview and Assigned Reports tabs.

Integration

1008130
1021941 		TE-83169
TE-83640

Fixed an issue with Microsoft Dynamics CRM Online integration, whereupon attempting to test the connection to Microsoft Dynamics CRM Online was unsuccessful.

In order to support the new OAuth2 authentication, you will need to register the application (TS_Upland_Dynamics_365) with your Azure Active Directory instance:

  1. Log into Azure account as an administrator.
  2. In the Azure portal, click on Azure Active Directory.
  3. Under Manage, click Properties.
  4. The Tenant ID is shown in the Directory ID box.
  5. Copy the Tenant ID in step 4 and paste it into the URL below (Highlighted part).
  6. Navigate to https://login.microsoftonline.com/{your-azure-tenant-id}/adminconsent?client_id=f9362ee8-f755-4707-a0b2-6b1fc2d97224
  7. After giving your consent, please follow the on-page directions.

From PSA:

  1. Navigate to CRM Integration Options page (Setup > Organization > System)
  2. Remove the XRMServices/2011/Organization.svc part from the URL.
    Example: 
    From: https://xxxxxx.api.crm.dynamics.com/XRMServices/2011/Organization.svc
    To: https://xxxxxx.api.crm.dynamics.com
  3. Click Save.
  4. Click Test Connection.

Financial

900392 TE-82175 You can now override an Invoice Number when the Invoice is in a State flagged as Generate Invoice Number and the Read-Only option is disabled.
903964 TE-82246 Fixed an issue with the Invoice Manager whereupon transitioning an invoice would redirect the user to page 1.

Financial Planner

762623
879411		 TE-82164 Fixed an issue with the Invoice Manager whereupon transitioning an invoice would redirect the user to page 1.

Leave Request Manager

1010726 TE-83304 Fixed an issue with the Leave Request Calendar Default View wherein the Group selection was not retained if the Group Type was not set to Approval.

Notifications

894692 TE-82115 Fixed an issue with Timesheet Notification wherein under certain conditions, the Notification was being sent out with an erroneous User Name.

Organization Breakdown Structure (OBS)

1012833 TE-82903 Decommissioned Group Approvers now remain visible within their Group’s list of selected Approvers.

Project Planner

1002737 TE-83035 Fixed an issue wherein under certain conditions, an error message was being displayed upon accessing the Project Planner.

Reporting

917660 TE-82827 Reports created with the Task Scheduling Data Source now return records for Role based Bookings.
910142 TE-82486 The Invoice Entry Billable Adjustments Field (Invoice Entry Details Data Source) now returns Adjustments created at the Invoice level.
1013657
1014509 		TE-83340 Fixed an issue with Upland Analytics wherein the Expense Entry Payable Amount in user curr Field was returning duplicate values for some reports.
997857 TE-83319 You can no longer delete a Local Microsoft Report (RDLC) used as a Client or Invoice Report Template.

REST API/SDK

N/A TE-82626 Charge Entries with an amount between 0 and 0,5 can now be created through the API.
N/A TE-82640 Exchange Rate value(s) can now be created/updated when creating a Charge Entry through the API.
1010628 TE-83254 You can no longer associate a suspended Portfolio to a Project through the API.

Resource Management

886065
923196 		TE-81863 Improved the performance of the Work Plans when the Heat Map is turned on.

Timesheet

896476 TE-82216 Fixed an issue with Timesheet wherein Users with the Can create Adjustments on behalf of others right were able to modify the Billable flag when entering Time on behalf of others.
871577 TE-82366 Fixed an issue with mobile Timesheet whereupon Time Entries against an assigned Task were created against an unassigned Task/Project instead.
649991 TE-75558 Fixed an issue wherein the Overtime was not calculated upon submission.
898842
907819 		TE-82138, TE-82968 Group managers can now successfully transition Timesheets using the Everyone who reports to me View.

User Defined Fields

1028672 TE-83740 Improved the performance of saving UDFs. The saving of any item having UDF associations should now be quicker.

Work Breakdown Structure (WBS)

888924 TE-71796 Improved the performance of the of the Project Budget page.
     
879834 TE-81639 You can no longer inline edit User Defined Fields of type checkbox associated to Milestones from the Milestones list page.
1018864 TE-83537 Fixed an issue wherein an error message triggered upon attempting to modify the Project Start Date if a Booking without Allocation exists outside of the new date.

Workflows

1024176 TE-83633 Fixed an issue with Workflows whereupon attempting to delete some out-of-the-box Notifications resulted in an error.

Work Processes

904478 TE-82345 Fixed an issue with Processes, wherein the User Defined Fields tab was empty.