Major Features

 

Inventory

(D-69437) Entering the single quote (‘) character in the lot field when receiving a lot-location item no longer results in an error.

(D-68997) Random Length and Sheet Metal tally descriptions now show quantities and lengths.

(D-63340) Special order labels printed from a Dymo will now print five lines (225 characters) when using the Description5 field.

(D-63336) When updating on-order quantities and considering transfers out, include only those with an “open” status.

(D-70125) Some tabs in the POS F12 Process / remittance form were being colored inconsistently. Addressed this and made all tabs the same color.

(D-65625) When importing a count worksheet, sorting in Physical Counts will now match that in the worksheet.

 

Miscellaneous

(E-11746) Cognytics: A New Business Analytics Tool for RockSolid Max. Cognytics is a new, secure business analytics tool that uses your RSM sales and expense data to create useful business models. These models can help you see business trends and respond to emerging markets. This is the beginning of an initiative that will provide additional tools to help you grow your business in the future.

(E-11626) Retained Earnings Options Added - Your company can now choose to record earnings across branches as a single balance sheet or continue to operate branches as separate entities using a new General Ledger parameter (Branch Retained Earnings – Income/Expense Only).

(B-78549) The software will no longer print a blank page after the printing of each document when the A4 paper size is used.

 

Security

(E-11479) To improve security of our systems, we now only allow specific Window file types to be uploaded and viewed as document attachments. These file formats are specified in the Change Log.

(B-83743) Added restrictions on the ability to attach potentially dangerous file types within the Spruce Attachments database.

(B-83742) Removed the URL from “Help, About”. The link text remains.

(E-11861) Correction of Beta-Identified Items. These items are covered in the Change Log section, D-71344, D-71353, D-71412, D-71417, D-71420, D-71575, D-71841, D-71958, and D-72179.

 

 

Point of Sale

(E11717) Generate Special Orders from Material Lists: There is a new option in Quotes and Orders that allows a user to build a special order directly from a material list. The resulting special order will include a selection-based description, price, and cost for a unit (window, door, or anything else a store may buy from a local manufacturer). Selections are made from a material list, and a new checkbox option allows the user to designate that the results should be generated as a special-order item rather than the normal list of items. After the user selects a special-order item code and accepts the selections, the generated special-order acts like any other special order item, including the ability to designate a purchase order at POS. If the special-order item has a cost percentage, that will override the calculated cost.

(E-10928) Multi-Currency Default Added to POS Totals, Payables Scheduling – Adding support for multiple currencies in Point of Sale entry, Orders, Quotes, Advice Notes, Charge Returns, and Schedule Payments, including appropriate currency symbols in most cases.

(D-68541) ACE Instant Savings no longer apply discount to point of sale transactions for Ace Instant Savings unless there is an active promotion.

(D-66057) When a Hire Purchase (Rent to Own) contract has more than one active invoice eligible for principal adjustments, we now apply principal to both (or all) invoices with remaining principal and apply the proper amount to each invoice.

(D-67580) Added extra logic, user messaging, and graceful handling of adjustment codes in POS transactions where there exists potential for duplication due to a default adjustment code existing on an included customer account.

 

Vendor EDI

(D-67341) Corrected an issue that was causing unpredictable behavior when loading Ace item images.

(D-68091) Addressed a problem in EJD purchase order submission related to the new promotion number feature which was preventing correct submission of purchase orders.

(D-59634) When a replacement item is received during PO Update for Orgill, don't add a new item if we can retrieve an existing replacement SKU using the SKU or barcode.

 

eCommerce API Enhancements

 

Made a number of changes to the eCommerce API for improved functionality and additionally improved API stability:

(E-11534) We have upgraded our AP Billing invoice process to correct a data issue that resulted in incorrect remaining amounts; added some user notifications when system and branch parameters change; updated a default namespace for the VendorQORequest web service to prevent errors.

(E-11536) Auto-Processing option: Added an option to directly generate Customer Orders in POS rather than requiring a sales associate to bring order requests into POS and process them before they are saved as Orders.

(E-10914) New function to allows retrieval of customer document information and PDF copies – the API now supports retrieval of summary information and full PDF copies of Sales Invoices, Open Tickets, Direct Invoices, Customer Orders, Direct Orders, Customer Quotes, Charge Returns, Cash Payments, Cash Payouts, Installed Sales, and A/R Statements.

(E-11059) Added Tally Support – The API now returns tally information including length, width, and depth, as well as tally type (1=Random Length; 2=Pull to Length, including child item list; 3=Sheet Metal). Tally information can also be returned through the API so tally items show up in Point of Sale as they would if typed in directly.

(E-10912) Added Special Order support – Allows submission of special-order items to the POS through the API.

(B-86470) Added Notifications – Added new “Notify User or Group” parameter to allow a group or individual to receive eCommerce order submission notifications.

(B-87135) eCommerce Quotes and Orders Report – New Active Report to allow review of eCommerce quotes and orders, with date range, branch, document type, account, job, and minimum/maximum transaction amount filtering and an option to show item details.

(B-87132, B-87134) eCommerce Inquiry Improvements – New options in the Point of Sale > eCommerce inquiry to allow filtering by date range, processed or pending status, Account/Job, and Dollar Value Range; added hyperlinks for Document # for eCommerce-originated orders.

(E-10924, E-10926, E-11516) Added Data Availability through the API – Added item on-hand quantity, quantity break pricing information, and job-level contract pricing information to associated API calls.

(E-11133) Added Status retrieval for placed order requests – Status can be used to determine when the customer is charged (such as during customer pickup or delivery) when payment has been applied in the POS.

(E-11446) Corrected: Order and Quote Totals not Recalculated on Import. We have corrected the issues that caused order and quote totals to be recalculated when they were imported through the API into Spruce. This includes the ProLink DIB BOPIS orders.

(E-11555) Update to HMRC Fraud Prevention Headers. We have updated the fraud prevention headers in our HMRC web services to comply with HMRC requirements. We have also added a new test method to help you verify that the fraud headers are be used successfully in both test and production environments.

 

eCommerce Stability Changes

(D-64378) The e-Commerce API parameter form’s “Tax Code” and “Default SKU” selection boxes now populate.

(D-65112) The ItemDetail model now contains the full item description rather than the short description.

(D-65312) The GetItemDetail method will now correctly return information for the indicated item, as opposed to the first item in inventory.

(D-69452) We no longer prevent the manual import of an e-Commerce generated order request based on account activity / inactivity.

(D-70949) Branch IDs of any length up to the 4-character maximum are now supported.

(D-71099) Units of measures in requests are no longer case sensitive.

Note: As of Version 12.18.4, the methods, GetTaxLocations and GetTaxLocationDetail, have been deprecated. More information will be in the ECI E-Commerce API Guide.