Fall '18 Release - R10.00 release notes

Bug

• [CCCME-1029] - The owner is not changing when the status is changed for Under Investigation
• [CCCME-1348] - Error updating opportunity line item
• [CCCME-1390] - Customer visit do not appear in Next Steps
• [CCCME-1398] - Quotes list view is not complete - Primary contact is not shown despite it is existing
• [CCCME-1415] - Classic View
• [CCCME-1421] - VR : Team component - Wrong field for Role
• [CCCME-1494] - Opp : Add the related "Stage History"
• [CCCME-1500] - Opportunity status error
• [CCCME-1504] - Error GBU customer segmentation at TS complaint creation
• [CCCME-1517] - Wrong account page layout linked to community license users
• [CCCME-1523] - first name and last name doesn't populate
• [CCCME-1527] - Acknowledgement date not stored
• [CCCME-1572] - Unable to send a quote
• [CCCME-1575] - Product - Add the level 1 column in the global search result layout
• [CCCME-1576] - Lead assignement rule to change
• [CCCME-1581] - The assignement rules don't assign the lead during manual creation
• [CCCME-1583] - I create a new CI for an account and in the account the CI does not appear in the tab competitive insight
• [CCCME-1584] - Cannot find the tab to search competitive insight in devpro
• [CCCME-1585] - OPP - Dates in the past at creation
• [CCCME-1586] - Lead conversion - set the origin
• [CCCME-1595] - Error in batch - Quote CSR
• [CCCME-1599] - Unable to add myself in the account team
• [CCCME-1600] - Cannot create a complaint
• [CCCME-1601] - Translations of quote
• [CCCME-1604] - Modification of lead email template
• [CCCME-1605] - Add G in Unit of measure
• [CCCME-1612] - Page layout - Commitment
• [CCCME-1614] - Product EAR ajustments
• [CCCME-1619] - Commitment security issue
• [CCCME-1620] - Cannot clone the past quotes
• [CCCME-1621] - VOC Compact layout
• [CCCME-1623] - Lead mapping for customer request
• [CCCME-1625] - 2 competitive insight tab appears
• [CCCME-1629] - Approver has to change
• [CCCME-1630] - Email is sent more than once
• [CCCME-1638] - RDS ABEX documents not correct
• [CCCME-1640] - No field has a star in sample request creation form (even madatroy ones)
• [CCCME-1641] - Manufacturing Plant madatory in sample request creation form
• [CCCME-1644] - When entering a product in sample request creation form, impossible to change
• [CCCME-1645] - TS-New App for Tech Solution
• [CCCME-1646] - Impossible to create a complaint as TS user
• [CCCME-1647] - Product manager cannot edit
• [CCCME-1648] - Lead - adjustments
• [CCCME-1650] - Community - Sample Request list: Expected delivery date is flagged with red text for future dates instead of passed dates
• [CCCME-1654] - Cannot convert a lead in Customer Request
• [CCCME-1657] - Failure Notification was not sent
• [CCCME-1661] - Sample approval process not working
• [CCCME-1662] - Sales rep are not able to edit the comment field
• [CCCME-1663] - Submit button and upload files is missing
• [CCCME-1671] - remove cross GBU lead related list on account related tab
• [CCCME-1673] - Sample request PAGE ISSUE
• [CCCME-1674] - When Complaint is created from SAP the warning does not work because of leading 0 in product code
• [CCCME-1676] - 8D validation rules
• [CCCME-1679] - Product EAR on complaint
• [CCCME-1681] - The CSR cannot edit the sample request
• [CCCME-1682] - opportunities tab in account plan error
• [CCCME-1684] - Status and status bar doesn't match
• [CCCME-1685] - Case owner cloning sample
• [CCCME-1688] - Community - Defect: the selected products in a Customer Request in CEP are Not displayed on the same record in Core
• [CCCME-1690] - Community - CEP Sample: For WS, bind DOC TYPE to metadata
• [CCCME-1693] - TS CRM application
• [CCCME-1694] - Multi GBU users for Technology solutions validation rules
• [CCCME-1695] - Lock the form when the sales rep click on save
• [CCCME-1696] - Search for CSR by name - account conversion
• [CCCME-1697] - Mandatory Contacts in account conversion process
• [CCCME-1702] - Opp Warning Component
• [CCCME-1711] - TS_Update categorie field in VR
• [CCCME-1716] - Close complaint not possible
• [CCCME-1721] - Lead correction after training
• [CCCME-1734] - Redundancy when creating and deleting shares handling
• [CCCME-1749] - Add Fields on Account feed tracking
• [CCCME-1758] - Issues on Sample Request Closure
• [CCCME-1759] - Community - Case: Sample Novecare CEP manual Validation approval process is Not triggerred

Task

• [CCCME-958] - Community: Meeting with Dina and Arthur Franck to get system constraints
• [CCCME-961] - Community: Customer Request - To get required informations for creation and consultation
• [CCCME-962] - Community: Customer Request - To check with Hicham what are the attribution rules (in order to filter before they come to Product Stewardship)
• [CCCME-963] - Community: Customer Request - Interview with CSRs to explore what cases are managed and which could be managed by CEP directly
• [CCCME-976] - Community: To Align with Core Team the New Approval Workflow in CEP for Sample Request Management
• [CCCME-981] - test to delete
• [CCCME-1593] - Data load on Authorized Product List in DEVPRO and UAT
• [CCCME-1594] - Allow "Plant Name" in the search of the Manufacturing Plant Code
• [CCCME-1615] - Chatter: Remove possibility to "delete" posts that is not his own posts
• [CCCME-1618] - CEP: Data load: Copy and reload Name = SLV9_Product_Label__c

Sub-task

• [CCCME-908] - Add a filter by BU in the opportunities list
• [CCCME-909] - Add a filter by Country (instead of region) in the opportunities list
• [CCCME-910] - Add a filter by Sales Rep (Opp owner) in the opportunities list
• [CCCME-911] - Add the end use detail to the opportunities list
• [CCCME-912] - Allow for multiple selection in the opportunities filters e.g. can filter for both HPC and Oil&Gas, or filter for multiple stages
• [CCCME-990] - SAP cleaning To Be Done
• [CCCME-991] - Web Method Cleaning To Be Done (Middleware)
• [CCCME-1070] - Assignment rules limit is reached in Core => To Explore technical options
• [CCCME-1308] - SAP: Signature changes to the standard functionality for the creation of SAP orders from SFDC
• [CCCME-1309] - Web-Methods: to ensure the new changes in SAP fit to the existing setup
• [CCCME-1369] - Security Config. - CCCME-868
• [CCCME-1432] - Update Utility records for Manufacturing Plants and Shipping Site Codes
• [CCCME-1467] - CMC integration impact
• [CCCME-1509] - Create 4 queues for CEP sample CSR assignment
• [CCCME-1513] - Create Business Rule SpreadSheet for TS
• [CCCME-1514] - Add process GBU presentation
• [CCCME-1606] - Remove "Purchase Order" field from the LIST view of Sample request
• [CCCME-1607] - Set "Purchase number" = "Case number"
• [CCCME-1652] - Prod - Provide the CSR Users to whom the CEP Sample Requests should be assigned for validation
• [CCCME-1656] - Add Members into the four created Queues
• [CCCME-1664] - Create new user for integration with Gensuite

Story

• [CCCME-827] - GBU Picklist generally available
• [CCCME-828] - Delivery Status Notification (Failure)
• [CCCME-829] - CI automatic GBU region
• [CCCME-830] - Improve email notification when request of complementary investigation
• [CCCME-831] - add "rating" on external visit report template
• [CCCME-833] - Commitment Pvlocity improvements
• [CCCME-834] - 360 View BU filter
• [CCCME-835] - Quote - expiration notice
• [CCCME-836] - Prevent quote modification after Accepted
• [CCCME-837] - Pricing mass edit view
• [CCCME-838] - English PDF template with European date
• [CCCME-839] - Rationalize Sample email notification
• [CCCME-840] - New GBU Configs (Technology Solutions) v2
• [CCCME-841] - Possibility to filter by city
• [CCCME-842] - Update GBU segmentation when a change of GBU occurs / manage deletion
• [CCCME-844] - opportunity and quote warning component improvement
• [CCCME-845] - CI - global interface lightning
• [CCCME-846] - OPP - Dates in the past at creation
• [CCCME-847] - Team member improvement
• [CCCME-848] - remove validation rule for distributor segmentation
• [CCCME-849] - Peroxide users to have edit access to account plan
• [CCCME-850] - Mising linkt between task and Customer request
• [CCCME-851] - Community: Sample Request - Detail (path)
• [CCCME-852] - Community: Sample Request - Detail (reorder button)
• [CCCME-853] - Payment term list of values to reduce
• [CCCME-854] - Get shippment number on complaint
• [CCCME-856] - Translate the header of quote template
• [CCCME-857] - TS_Account Plan_Validity date
• [CCCME-858] - TS dashboard user adoption
• [CCCME-859] - TS Opportunity
• [CCCME-860] - Web to lead
• [CCCME-861] - Lead configuration & conversion
• [CCCME-862] - Lead lightning components
• [CCCME-863] - Lead conversion
• [CCCME-864] - TS: Account conversion process
• [CCCME-865] - Add Visit Report and quote in gmail for lightning
• [CCCME-866] - TS: Update acronyms on account conversion form
• [CCCME-867] - TS: validation rules for complaint
• [CCCME-868] - TS_ add categories in VR
• [CCCME-869] - TS_ Account plan field GBU region
• [CCCME-870] - TS: assignement rules
• [CCCME-871] - add the information value in contribution margin
• [CCCME-872] - Lead assignement + email
• [CCCME-873] - Community: Opportunity enhancement
• [CCCME-874] - Community: Sample request - multi-line items Batch
• [CCCME-875] - Community: Sample request - CSR assignment
• [CCCME-876] - Community: Sample request - standard quantity for a given sample
• [CCCME-877] - Community: Sample request - link product to sample center
• [CCCME-878] - Community: Authorized Product List / CMIR
• [CCCME-880] - Community: Homepage - Daily Digest
• [CCCME-882] - Community: Sample request SAP ordering WS
• [CCCME-884] - TS: complaint root causes
• [CCCME-885] - Corporate Group lightning page - Replace iTools
• [CCCME-886] - Quote Payment Term
• [CCCME-887] - TS : add optional fields inthe conversion form
• [CCCME-888] - TS: Sample Rejection in SAP
• [CCCME-889] - TS - Complaint report for customer
• [CCCME-891] - Create automatically GBU Customer segmentation when account is created by SAP
• [CCCME-892] - Email / Phone mandatory
• [CCCME-894] - Inherit GBU segmentation from CG group
• [CCCME-895] - Email Templates for CSR process
• [CCCME-896] - Create Complaint from Gmail
• [CCCME-897] - SAP - Sample "TRUCK'S ID1 " & "Trailer Id"
• [CCCME-898] - Community: Customer Request
• [CCCME-903] - Prefilter on Product lookup on the GBU
• [CCCME-904] - SLA and Lead Time management for Samples
• [CCCME-914] - TS_Include UoM in 8D Report
• [CCCME-937] - Community - Chatter: Create chatter group Novecare
• [CCCME-940] - Community - Authorized product list: WS call to SAP from CMIR to delete
• [CCCME-941] - Community - Authorized product list: Custom object to create: Sample Material Code Product Code
• [CCCME-942] - Community - Authorized product list: Sample Creation Form: manufacturing Plant object To Update
• [CCCME-943] - Community - Authorized product list: Material Code lookup To Update
• [CCCME-945] - Community - Authorized product list: Documents filtering
• [CCCME-946] - Community - Customer Request: Request details
• [CCCME-947] - Community - Customer Request: Creation form
• [CCCME-948] - Community - Customer Request: Add several products to customer requests
• [CCCME-951] - Community - Design: Dynamic column width in list view
• [CCCME-952] - Creation of new roles for Peroxide GBU
• [CCCME-973] - Community - Customer Request: Security
• [CCCME-974] - Community: Customer Request List
• [CCCME-980] - Clone Visit Report - Owner assignment
• [CCCME-988] - TS - Add Oz as new UoM in sample request
• [CCCME-992] - Community - Authorized product list: Security
• [CCCME-1127] - Activation of Qualtrics Surveys for Complaint process
• [CCCME-1298] - TS-Sec Role Hierarchy
• [CCCME-1299] - TS-Sec sharing rules
• [CCCME-1313] - TS - NPI Reporting / Patents Need
• [CCCME-1318] - Add salesforce ID on account page (R-4214)
• [CCCME-1327] - R-3988: ERP ID help text to amend
• [CCCME-1361] - Rename Novecare Queue
• [CCCME-1371] - New fields in commitments object
• [CCCME-1372] - TS: GenSuite Integration with Sfdc
• [CCCME-1376] - CSR process approval rules
• [CCCME-1379] - The list view displayed from Hightlight Home page and Account object should be same as Contract tab
• [CCCME-1385] - Update fields in commitment
• [CCCME-1403] - TS-Sec Sharing rules + User Obj. Changes
• [CCCME-1405] - TS -Sec Prevent Some TS users to create confidential records
• [CCCME-1406] - TS-New App for Tech Solution
• [CCCME-1409] - Sec: NPI-TS Product Manager to update Product Fields
• [CCCME-1412] - TS: Business Rules Sample
• [CCCME-1416] - TS : Add Distribution channel in utility table for BU
• [CCCME-1428] - VOC : Add a new Categorization field
• [CCCME-1429] - CCCME-864 && CCCME-887
• [CCCME-1430] - Add Quotes component on Home Page
• [CCCME-1433] - Add a warning banner for EAR product (opportunity, visit report, complaint, sample)
• [CCCME-1434] - TS - integrate SFDC Opportunities in DynaSys
• [CCCME-1442] - Home page for admin without highlight
• [CCCME-1444] - TS: Complaint Validation Rules
• [CCCME-1446] - Change permissions on SLV6_comm_Comments__c
• [CCCME-1511] - TS: Motive and Sub motive on complaint
• [CCCME-1521] - Sec - Lead Access
• [CCCME-1522] - Lead modification
• [CCCME-1528] - Report: Monitor qualtrics feedback in Salesforce
• [CCCME-1530] - New view for Peroxides
• [CCCME-1597] - Update the existing template Email Survey Answered
• [CCCME-1622] - New permission for IS users: Manage Email Templates in Lightning
• [CCCME-1639] - TS: Request Sharing Rules
• [CCCME-1642] - Community - Sample Request list: Expected delivery date is flagged with red text for future dates instead of passed dates
• [CCCME-1653] - PROD: Create one Public Group for each queue and Add the members to these groups
• [CCCME-1672] - Sec: Add Import Lead permission
• [CCCME-1689] - Sample SAP Rejection - revert
• [CCCME-1707] - TS_Update categorie field in VR
• [CCCME-1709] - Create email templates for Lead
• [CCCME-1712] - TS - complaint closure
• [CCCME-1714] - 360 Customer view filter on Account
• [CCCME-1722] - Community - Sample Request creation: Mandatory fields have a star (*) displayed on their field label
• [CCCME-1732] - Remove Webform component from Home Page and create Lead component
• [CCCME-1756] - Sec [TEMP] Edit on Accounts for Lead Convertion

Test

• [CCCME-975] - Accounts & Contacts Test case
• [CCCME-1064] - Test-Create an Account plan as a sales rep
• [CCCME-1065] - Create GBU segmentation
• [CCCME-1102] - Test script - TS roll out - Complaint root causes
• [CCCME-1236] - Test script - TS roll out - Include UoM in 8D Report
• [CCCME-1310] - Test script - TS roll out - Update acronyms on account conversion form
• [CCCME-1311] - Test script - TS roll out - Reporting
• [CCCME-1312] - Test script - TS roll out - New Unit of measure (oz)
• [CCCME-1315] - Test script - TS roll out - Complaint automation
• [CCCME-1359] - Test script - TS roll out - Account conversion process
• [CCCME-1363] - Test script - TS roll out - add optional fields inthe conversion form
• [CCCME-1364] - Test script - TS roll out - Sample Rejection
• [CCCME-1397] - Test script - TS roll out - Complaint validation rules
• [CCCME-1400] - Test script - TS roll out - Visit Report : Sustainability Category
• [CCCME-1401] - Test script - TS roll ou - New role value in Opportunity team
• [CCCME-1402] - Test script - TS roll out - New GBU Region field in Account Plan
• [CCCME-1404] - Test script - TS roll out - Account Plan Validity Date
• [CCCME-1438] - Test script - TS roll out - integrate SFDC Opportunities in DynaSys
• [CCCME-1450] - Test script - TS roll out - Business Rules Sample
• [CCCME-1465] - Test script - TS roll out - NPI Reporting / Patents Need
• [CCCME-1466] - Test script - TS roll out -integrate SFDC Opportunities in DynaSys
• [CCCME-1474] - Test script - TS roll out - Complaint Validation Rules
• [CCCME-1476] - Test script - TS roll out - GenSuite Integration with Salesforce Complaint
• [CCCME-1483] - Test script - TS roll out - Add a warning banner for EAR product (opportunity)
• [CCCME-1486] - Test script - TS roll out - Add a warning banner for EAR product (visit report)
• [CCCME-1487] - Test script - TS roll out - Add a warning banner for EAR product (sample)
• [CCCME-1488] - Test script - TS roll out - Add a warning banner for EAR product (complaint)
• [CCCME-1512] - Test script - TS roll out -Motive and Submotive fields in Complaint
• [CCCME-1529] - Test Script - Update the Team Member component
• [CCCME-1531] - Test Script - Delivery Status Notification (Failure)
• [CCCME-1532] - Test Script - 360 View BU filter
• [CCCME-1533] - Test Script - OPP - Dates in the past at creation
• [CCCME-1534] - Test Script - remove validation rule for distributor segmentation
• [CCCME-1535] - Test Script - Translate the header of quote template
• [CCCME-1536] - Test Script - add the information value in contribution margin
• [CCCME-1537] - Test Script - Email Templates for CSR process
• [CCCME-1538] - Test Script - SAP - Sample "TRUCK'S ID1 " & "Trailer Id"
• [CCCME-1539] - Test Script - SLA and Lead Time management for Samples
• [CCCME-1540] - Test Script - CI automatic GBU region
• [CCCME-1541] - Test Script - Prevent quote modification after Accepted
• [CCCME-1542] - Test Script - Pricing mass edit view
• [CCCME-1543] - Test Script - English PDF template with European date
• [CCCME-1544] - Test Script - Commitment Pvlocity improvements
• [CCCME-1545] - Test Script - Payment term list of values to reduce
• [CCCME-1546] - Test Script - Get shippment number on complaint
• [CCCME-1547] - Test Script - SILAB Customer request Business
• [CCCME-1548] - Test Script - Add Visit Report and quote in gmail for lightning
• [CCCME-1549] - Test Script - Quote Payment Term
• [CCCME-1550] - Test Script - Create automatically GBU Customer segmentation when account is created by SAP
• [CCCME-1551] - Test Script - Create Complaint from Gmail
• [CCCME-1552] - Test Script - CSR process approval rules
• [CCCME-1553] - Test Script - Add Distribution channel in utility table for BU
• [CCCME-1554] - Test Scripts - New fields in commitments object
• [CCCME-1555] - Test Script - VOC : Add a new Categorization field
• [CCCME-1556] - Test Script - Add Quotes component on Home Page
• [CCCME-1557] - Test Script - Clone Visit Report - Owner assignment
• [CCCME-1558] - Test Script - Add salesforce ID on account page (R-4214)
• [CCCME-1559] - Test Script - R-3988: ERP ID help text to amend
• [CCCME-1560] - Test script - Opp : Add the related "Stage History"
• [CCCME-1590] - Test script - TS security
• [CCCME-1592] - Community - Multiple products can be added to a Customer Request
• [CCCME-1598] - Test Script - TS-New App for Tech Solution
• [CCCME-1610] - Test Script - Sec: NPI-TS Product Manager to update Product Fields
• [CCCME-1611] - Test Script - TS -Sec Prevent Some TS users to create confidential records
• [CCCME-1626] - Test - Sec - Lead Access
• [CCCME-1627] - Test- Community - Customer Request: Security
• [CCCME-1628] - Test - Peroxide users to have edit access to account plan
• [CCCME-1633] - Community Defect - Sample Request creation: Mandatory fields do not have a star (*) displayed on their field label