Swiss Fuel Primary User's Manual


Contents
SF04 Primary User/Release Notes

This sprint focused on improving pricing accuracy, data exception handling, driver/card limit management, and invoice exports.
We delivered major enhancements to the Data Exceptions page, QuickBooks export logic, EFS card limit updates, and Live Transactions reports.
A critical issue affecting the Transaction List display was also fixed.


Enhancements

1. Live Transactions Improvements (WI 11486)

  • Updated Live Transactions pages and reports to support recent backend changes.

  • Improved limits reporting to show accurate values.


2. Fuel Supplier Price File Improvements (WI 11868)

  • Removed outdated dependencies on old pricing method fields.

  • Ensures price files are generated using correct supplier Comdata configurations.

  • Fixes previously incorrect retail price/savings appearing in files.


3. Data Exceptions Page Enhancements

Overall Improvements (WI 12194)

  • Transaction number added to Missing Items screen for easier tracking.

  • Best Price now updates instantly when entering base price or taxes.

  • Page visibility now depends on user rights or admin access.

  • Tabs show only when relevant based on settings (e.g., SkipTransIfPriceNotFound).

User Rights for Data Exceptions (WI 12200)

  • Added specific user permissions.

  • Page and link only appear for authorized users or admins.

New “Locations with Missing Prices” Tab (WI 12204)

  • Shows accounts expected to receive prices today but did not.

  • Shows locations that had prices yesterday but not today.


4. QuickBooks Invoice Enhancements

Start/End Date on Invoices (WI 12236)

  • Exported invoices now include both Start Date and End Date fields.

Improved Line Item Descriptions (WI 12237 & 12238)

  • Invoices now show full, meaningful descriptions (e.g., “Esso portal – Sale of Fuel”).

  • Province included in grouping logic.

  • Accurate quantity and amount are maintained.

Commission Line & Actual Quantities (WI 12247)

  • Each product now exports two lines:

    1. Cost

    2. Commission (margin)

  • Actual Tractor/Reefer/DEF quantities and amounts are included.


Bug Fixes

1. Transaction List Not Showing Transactions (WI 12277)

  • Fixed issue where transactions were missing when certain selling price fields were null and fuel gallons = 0.

  • All valid transactions now appear correctly in the Transaction List.

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