Beta Release Notes for Release 12.0
Spruce
Important!
These notes refer to features in a Beta and Production releases.
Beta releases are provided to a limited set of sites in advance of production release for the purpose of testing features and changes in a "live" environment. Unless you are a Beta site or running a Beta version of the application, these features are not yet available, but are included here for reference by Beta users and so that sites on the production versions can view upcoming features before they are distributed. Some notes, in particular fixes, can appear both in the BETA and Production release notes.
See Also:
Release Notes for 12.0.10 Beta Release
Release Notes for 12.01.9 Beta Release
Release Notes for 12.01.11 Beta Release
Release Notes for 12.01.15 Beta Release
Release 12.00.26 Beta
Release Notes and Help topics can refer to changes, features, and fixes that your company may not yet have installed. Use Help and About to check your application version for comparison to the Help version. The current Help version is 26.0. When an update is installed, all changes up to that version are included even if your company "skipped" one or more prior updates.
It is possible for some changes, particularly fixes, to overlap more than one release. For example, an issue may be fixed independently in our production line (current release) as well as our beta or development lines. For this reason, you may see similar items that are also referenced in other notes.
Identifiers are now included with most items in the notes. These are used by our project tracking software, or source control, and are sometimes linked to support tickets. Identifiers prefixed with the letter "R" are requests, "D" are defects (fixes), and "B" or "E" stands for backlog items (enhancements or new development usually).
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Note: To find individual release changes on this page, you can use the "find" function CTRL-F. Later notes for updates (stability) are also provided in separate topic(s) so that users can just view those changes. We provide links in the main "feature" notes to any stability notes topics. |
Point of Sale
EMV receipt change - removed optional elements from printing on receipts.
REFFERAL Status - added logic to handle - this is a decline from TSYS Cayan where they state: This status keyword indicates a warning and a decline from the processor. The point of sale software should instruct its user to call the processor for further instructions. This status keyword usually indicates cardholder issues such as over-balance limits, fraud, or card cancellation.
Adding a fixed length tally item and the TSYS Cayan card device was repeatedly re-displaying when choosing Process (F12) from a Sales transaction.
Added logic to skip start session on card device when the session has already been started (For instance resuming a suspended transaction).
This release includes new functionality for TSYS Cayan allowing the saving of a customer's card at Point of Sale. When a non-system account (cash-only or charge type) is used at Point of Sale and a bank card is used for payment, the cashier will receive a prompt asking if the customer wants to save their card information for future transactions.* This can be disabled by changing the application security code used by Point of Sale users, but will be on by default when installing this version.
The "card on file" will be saved for the current job. Job zero (0) is considered the master job. Only one card on file is allowed for each job. If an account doesn't have multiple jobs, or a card is saved for the master job (0), the card on file can be used for transactions involving any job on the account. Specific jobs with "card on file" will override the master job's card in all cases. Should a customer with a "card on file" use a different card at Point of Sale, the cashier will be prompted to ask the customer if they want to replace their card on file.
A "card on file" can be deleted from the account or job from Account Maintenance.
*In an up-coming release, we will be moving this prompt to the card device screen instead of prompting the cashier.
Added a new control to Maintain the Bank Cards (Tokens) stored on file for each Job.
Modified Token Maintenance to permit the deletion of cards on file or assign a job's card on file as the account default (for Job #0). The Account Maintenance screen is also updated to say "No Bank Cards on File" if all the tokens for a Non-System account are deleted.
Allow customer to use default bank card on file -- the one for job 0 -- if the job they are purchasing products for does not have a bank card of its own on file.
Ask customer if they want to replace their existing card on file if they use a different card #, than the one they have on file.
Do not allow manual entry method for refunds. Card must either be refunded using reference token, swiped, or inserted into the EMV reader. Options are disabled when creating credit transactions.
Allow merchant to restrict "card on file transactions" by user using application security codes. This prevents use from Sales, Orders, Direct Ship, and Misc Payments.
Open Tickets - we now create a new Ticket Document to fix the issue when there are no items in the grid but an adjustment is added to the transaction. Now the card device shows the correct total.
Cash Ticket Receipts now show "ENTRY MODE: CHIP" instead of SWIPE for EMV transactions. We print "MANUAL NO SIG" for Card Not Present transactions. Voided transactions will display "VOID" and non-void returns will say "REFUND." Entry modes of "Orig. Sale Reference" will print for any transactions using a "token" rather than a card present.
A return could actually go through as a charge if you followed the following procedure: Put item in as positive, bring up process form and put in bankcard amount, then go back to items and change qty to negative, then bring up process form and process. The change in totals alone was not triggering the bankcard type to switch to refund rather than sale.
Modifying an existing customer order with a Point or TSYS Cayan device attached would change the order number when it shouldn't.
Verifone Point Card Processing
Verifone Point fix to item display in some Resume document instances where the item display would get wiped out on the device after the resume completed. Added code for tickets to store the ticket id in the process form data.
When taking a deposit will now pass the invoice number of the miscellaneous payment document to the processor instead of the order document ID as the invoice number. A number of item display fixed to customer orders item display for Verifone Point. Also, fixes problem with Alpha Numeric order number being sent to Vantiv®, since Misc Payment document id is numeric.
Added a Tax Location drop down to the True Value Rewards sign-up form for use when adding new cash-only accounts (this is not a requirement of True Value and is not sent to them).
Administrator users can now select disabled users.
When adding a cash-only account from the Process (F12) form, and if one of the account (customer) user-defined keys is "Loyalty ID," add the input field to the form and store it in the proper location of the new account. If the "DoItBest" wholesaler is defined, check the ID for validity (as would be done in account maintenance).
For Basecamp XML Import (F2), we now set the unit price of the mapped SO item to the match the "customer extended price" divided by the quantity and unit cost to the "dealer extended price" divided by the quantity (unless the SO item has a cost percentage assigned which overrides this). A command argument of XML2OLD can be used to override this change if necessary either for individual desktop shortcuts or for the entire application.
The XML Import (F2) function for BROSCO orders was discounting the "net price" which already considered any discount. Now, it will only discount the "gross price" if no "net price" is set in the data.
A new parameter to set the timer interval for Scriptel signatures has been added. The default is currently 10-seconds for non-hosted sites and 30-seconds for hosted customers; however, some customers with slow Internet have had issues where the signature data is larger and not transferred as quickly. The parameter named, "ScriptelInterval," can be used in these cases to add additional time (60-seconds, etc.) to allow for slower speeds. Scriptel devices are considered "keyboard" input devices; however, the textual string that represents the signature data can be very large.
Purchasing
Changes to Orgill Inventory Load. UM was trying to put a 5-character UM into a 4-character slot. Would get an error when trying to add any measure that was actually 5-characters. Wrote a routine that strips the numbers from the end of an Orgill UM. Orgill has measures such as "CD 5" and "CD 50." Changed routine so that it would check the format of the file before updating to make sure we are loading the correct file.
Vendor EDI - True Value Company
Vendor Promotions that have ship windows will now update the near term on-order count (POQDue) based on the expected date of the item, based on its ship window.
Added an expected date field to the purchase order item details. This gets populated from the ship date in the True Value promotion based on the selected ship window when the promo is copied in. Changed the stored procedures that keep on order up to date to use the ship window date in the details rather than the PO expected date when there is a ship window on the order.
EDI service - expanded logging, refreshing schedule every five (5) minutes.
Various fixes due to first two (2) live systems.
Better error handling of communication failures with the True Value Web Service. The code was not properly handling some cases where the True Value web services were not functioning properly.
Fix an error in ACE EDI for loading hotsheets with the Cost-Only mapping formats.
Inventory
Item Selection (Common)
The control used for selecting items from the "common" inventory table (most item selection is by "branch") wasn't handling alternate selection by group-section properly when single digit group and section codes were entered in the text area without leading zeros (for example, "5/7" rather than "05/07"). This control is used in only a few areas notably Tracking Inquiry and Consolidated Inventory Inquiry.
Changes have been made to allow the Import (F2) of items from a Manufacturing Work Order that are associated with a customer order for the purpose of printing Special Order labels. There were restrictions against importing material list type items which caused an issue with import. Manufactured items usually are linked to a material list.
The Import (F2), Inventory option now allows for import by vendor code. Matching is done on each item's primary vendor.
New designer fields for WMS Location Barcodes and WMS Unified Barcodes were added. These allow for the printing of a single location barcode on an item or single unified barcode for an item. Previously, labels would be printed for each of the item's locations. Those options are still available; however, they are not available for use with DYMO printers. These new options are available for both Zebra and DYMO brand supported label printers.
An error on the data grid has been fixed. Set a shortcut on the menu to "A" for keyboard navigation.
General Ledger
We have expanded the restrictions on disabling a GL account to include any case of mapping set for the owner account. If the owner account (title) has any departmental equivalent mapped, we won't allow the account to be disabled (one exception is the specific mapping for a check register).
Account mapping
When returning an account with a branch offset, use the original account if the selected account is disabled.
Cycle setting
In Journal Entry and Account Inquiry, the displayed month description (for example, "December") was off by one month. The cycle number was correct.
The "MTD Change" version wasn't considering the filter for excluding zero balance accounts. This has been corrected.
When running a custom balance sheet, an index error related to the ledger cycle has been corrected.
Miscellaneous
Capital One Trade Credit (formerly BlueTarp) Inquiry
We have added an additional check on data returned from a Capital One Trade Credit (formerly BlueTarp) credit inquiry to prevent cases where a Capital One Trade Credit (formerly BlueTarp) account was "active" during the morning download, but subsequently suspended by Capital One Trade Credit (formerly BlueTarp) later on the same date.
Added a secondary on-line Help provider for use in cases where the first provider isn't available or is unreachable. If neither provider can be reached, display an HTML document with contact information, etc. rather than a "page not found" or other type of error message.
We have added a task list error that will appear if the user is marked as disabled, but is assigned to any accounts or jobs.
Reports and Documents
The document barcode had an extra check digit enabled which added an extra character when scanning and prevented the scanned document from being selected.
The credit message "If unapplied credits of #.## are taken, amount balance is..." was missing spaces surrounding the unapplied credit total making the message difficult to read. Spaces have been added to the message. This message is the one printed at the end of the listing of unapplied credits on the "remit" statement page. This page is only available for open item accounts and is optional in those cases.
For statements generated prior to the new "open credit" option, we will use the old format instead so that the appearance/structure of the statement isn't affected.
The taxable figure was backing out non-taxable, exempt, and other sales. Taxable already reflected those, so we no longer remove them from the total. In addition, corrections to journal detail selection were made and we've added discounts under the Receivables (AR) section of the report.
The Stock Value report now offers a sort selection of item. This option actually sorts by report sequence, not SKU.
Empty space reserved for shipping instructions/document notes on purchase order documents has been removed in cases where it isn't being used to allow for additional line items on the page.
Printing of Variable Price material lists on an invoice or order wasn't displaying the correct quantity for items within levels of the material list. Also, on orders remaining quantity was not calculating and displaying correctly for items within levels.
The subtotal label now also displays the account name instead of just the account number.
All quantity totals were being treated as positive which caused issues when running the report for a single item.
A new "Suppress Costs" check box has been added which hides the cost and GM column data when viewing or printing the report.
Release 12.0.10 (Beta)
Point of Sale
Genius® by TSYS Cayan™ Card Interface
TSYS Cayan is a new offering for card processing. It uses the same Verifone MX model devices that many of our users are familiar with, but with a fresh modern interface, and fully supports EMV (chip card) processing, manual entry, and tokenized sales. TSYS Cayan is required for use with the True Value Quick Credit Card Applications feature.
Item Merge (Point of Sale, Data Grid)
This option provides the ability to combine duplicates of the same item together from the data grid in Point of Sale transactions supporting Item Entry.
This new utility allows you to combine multiple open order documents together into one single order. Restrictions apply.
We have added a new menu marker option that can be used to reverse the quantities in a Sale transaction. This only works for items that allow returns.
Suspend/Resume
We have made changes to how we retain suspended transactions to better ensure that suspended transactions remain available after release updates. When a transaction is suspended we actually record (save) the entire state of the window's form at that time. Any changes to the form or data, as result of a software update, could therefore "break" the ability to resume from that "snapshot." One common cause of problems is when background data is added to the tables linked with item entry (data grid). If columns were added by a software update that didn't exist before the resume, it would always break the resume.
Now, we've modified the code so that it will attempt to assign default values to any columns that didn't exist at the time of the suspend. This gives the suspend a better chance of working; however, it's not completely foolproof. Should we add columns that involve new custom objects rather than standard values (integers, decimals, strings, etc.), the resume could still not work. For this reason, we still suggest that you resume and process transactions prior to software updates; however, if you don't, there's a better chance now of resuming those transactions than in the past.
True Value Rewards
True Value Rewards and related features...
•Quick Credit Card Application
•Rewards Enrollment and Lookup
•Email Collection at Point of Sale
•Substitution/Replacement Item Report
Purchasing
Vendor EDI - True Value "Direct"
Fully integrated EDI with True Value Company is available with this release.
Inventory
This utility provides data exchange with IME, "Intelligent Margin Enhancement," a service/product of Group CBF, Inc. 7-Zip, an open source (free) file archiving software product, is required for this utility. This is available from http://www.7-zip.org/. To access this utility, "IME Pricing" must be enabled by support and branch settings for your store number, access key, and secret key must be completed. This tool is commonly used by True Value members.
This new utility is provided for use with catalog vendors. It's purpose is to provide an easy way of comparing the vendor's catalog with your inventory items to identify differences between the two (2). Selection involves choosing an EDI enabled Vendor and then selecting the field or fields you want to compare.
Merge/Rename Items (Merge Discontinued)
A new folder tab for merging discontinued items has been added. This is specifically for True Value members and only allows selection of vendors assigned to a wholesaler name of TRUEVALUE or TRUESERV. Items that have been discontinued by True Value Company and have substitution items designated will be listed for selection.
Manufacturing
Adjustment Code Lists
We have added the ability to define a list (group) of adjustment codes and then link that list with a manufactured item. This allows more than one adjustment to be linked with any given manufactured item. When linked to a special order manufactured item, the adjustment(s) are applied at Point of Sale when creating an Order or Quote for the item.
Adjustment Code - Setup Charge
A new method for manufacturing adjustments of "Setup Charge" has been added. When applied, the amount designated is multiplied times the quantity of the manufactured item.
Receivables
This new parameter for Receivables uses the "net due" (balance less open credits) for certain types of statement processing. When enabled, this changes the ending balance printed on balance forward statements to the "net due" and also how certain messages are triggered such as "no payment due" and "credit balance," for example. In a future release, it will also determine whether calculations for finance charges consider open (unapplied) credits or not. This is currently being coded and is not yet available (November 2016).
When printing statements, this parameter will combine the statement and invoices into a single print file to ensure that invoice reprints and statement documents stay together (print spooling can sometimes print jobs in a different order). This is currently being coded and is not yet available (November 2016).
General Ledger
This feature is provided for new installations or companies who have never used the ledger actively. Companies who have posted ledger entries (journals) are not eligible. Non-standard GL allows a company to define either 12 or 13 cycle periods plus an additional adjustment cycle (for a total of 13 or 14 cycles). The starting dates for each cycle can vary and names can be customized. The reason for offering this feature is that monthly cycles vary in length and number of business days. Allowing a company to set its own dates provides the ability to create cycle periods that are more equal in nature.
Maintenance
DPI Changes for 4k Monitors
We have made changes to the application to support newer high resolution (4k) monitors. This required redesigning most controls to be able to handle the added resolution.
New application security codes have been added for card transactions using integrated card interfaces. These allow restriction of manual card entry (on the device), card not present, and tokenization. Application of security will vary based on the card processing solution being used.
Reports and Documents
This report is provided as a way of viewing which items have been merged as a result of True Value Company discontinuing the item and providing a replacement item. The Merge-Rename Item utility is used for processing the merge.
Release 12.1.9 (Beta)
Point of Sale
Card Processing
For all card processing, canceling from the signature would continue to process the transaction. Now a cancel will allow the cashier to decide whether or not to continue processing.
The prompt for "card on file" will now only appear after a bankcard amount has been specified in the Process (F12) form and if the user has permission to do tokenized transactions.
Card Not Present
Only show the "Card Not Present" option on menu marker of process form if the card solution being used supports "Card Not Present" functionality.
TSYS Cayan - True Value Quick Credit Application
The receipt templates used for both the True Value Quick Credit Approval and "Investigate" receipts were modified to prevent leading characters from being cut-off when printed.
TSYS Cayan - Communication Error Handling
If no response is received from the device and the wait period elapses (times-out), we now perform a query to determine whether or not the last transaction completed successfully or not. The following message would be presented in these cases: "...Please wait to determine if ($) (payment, refund) was successful. Payment or Refund is accepted if approved." The cashier will have a choice as to whether they want to continue to process or void the transaction that processed (depending upon the situation).
TSYS Cayan - No Signature Approvals
In cases where the signature is canceled on the card device (after approval), the message "Bank card APPROVED without signature" will be displayed to the cashier.
Verifone Point - Card on File
For card on file transactions, the request for on-line authorization was being sent twice. The second time would always fail with a duplicate error, and the user would not receive any notice due to the "success" result from the first queued item. The code has been changed that the request is queued once. In addition, if a cashier cancels a transaction after card processing, the code will now query the device's last transaction to check whether it processed.
Price Change - Not Net Task List Message
We have changed the situation triggering the task list message, "Item Pricing was changed without marking the item as net." Now, the warning is only triggered if the price change lowered the price of the item. Changes that increase the price will no longer result in the message.
Prepay Discount Error
Fixes a logic error when calculating the pre-pay discount that was causing an unending loop when considering a discount adder that was taxable but not discountable on certain amounts. The tax of the adder was getting added into the discountable amount and shouldn't have been triggering a change event that would loop continually.
Customer Orders with Manufacturing Adjustments
Work Order Adjustment entries were lost when there was a task list warnings or errors produced when processing a customer order with manufactured items.
Promotions
Fix for reverting promotional pricing where the data row is nothing causing a null reference exception.
Quantity Branch
Changing the inventory branch during a Point of Sale transaction was setting the parent line item on fixed length tallies and material lists, but not changing it on the hidden lines. We will force all hidden lines to be consistent with the parent prior to error checking.
Special Order Items
Handling of new Special Order items was changing the description and other fields of the origin generic/base SKU. Allow description field to be modifiable now that stocked items may be treated as non-stocked.
Purchasing
Vendor EDI Changes
Vendor EDI PO Update - Barcodes were not updating because of logic to move barcode update out of the transaction. Barcodes are only set when items are added automatically by EDI (meaning the item doesn't already exist and is added using the template item and catalog data). This change does not correct any barcodes that were not updated in the past due to the problem.
Ashley Furniture send and receive scripts change to delete files after retrieval, instead of renaming.
ACE - Removed an Error message for ACE EDI that checks that the base path name is a rooted path. No longer needed with SFTP.
Signon Installer - Installer changes: installer changes version number in send and receive scripts in EDI and code to prevent newer version scripts from running.
True Value - Tiered Price file maintenance update was missing a map value that was causing it to error.
True Value Rewards - Fix the sort name on customers added via True Value Rewards Sign-up to be last name-first name.
Updating a PO with Retail Prices via EDI PO Update: The retail price on the PO was getting reset to the item's retail price if the PO was modified in PO Entry after it was received via EDI. This would cause incorrect pricing to come into price updates if the PO was then copied.
House-Hasson EDI interface. Changes to the tie-in designer to prevent null rows and null map values from being saved, which can cause errors if saved.
Emery - Change to support long descriptions in the catalog load routine. Backward compatible to previous version so if the file doesn't contain long descriptions it will still load. Fixes a null reference error in POS Data Send when setting the current customer.
EDI Setup: You can now simply put the script name in the EDI settings for send and receive (recv) scripts rather than the full path. EDI will run it from the ediscripts directory if it isn't a full path. True Value EDI: Not all price change records were being recognized when they were change records. Event orders were sending the event number and event ID backwards in the file.
Receipts
Copy Mobile PO - default back-order flag to True and set to the Vendor's default value if vendor is specified.
Inventory
Tags & Labels
Code was corrected that could cause an index error out of bounds type error when importing work order detail materials. The font size on DYMO tags wasn't being set properly once the label height was sized greater than 28 pixels. The font size wasn't being set to 16pt (point).
Image list
Additional checks are now done to ensure that the Image List form is not being closed due to scaling before final save of current screen in the form closing event.
When the Image Lists form loads at time of sign-on, it now does a count only to speed log in over remote connections.
Manufacturing
Work Order Entry
When adding adjustments from both the manufacturing process and the adjustment list, remove duplicates (overwrite process values with selected adjustment list values)
Do not allow an adjustment code that is being used on a Manufacturing Adjustment List to be disabled.
Changed shortcut key on Work Order Generator from "G" to "W" (G was used by another option.)
Receivables
Account Maintenance
Adding new Card on Files was not working for Verifone Point. Code was added to disable the panel and exit if no existing card contracts were located. Additionally, the interface type for Verifone Point wasn't being considered (both Payware and Point allow card on file and work identically).
Also, the new security option that restricts tokenized transactions didn't affect the ability of a user to add or view contracts. If the user doesn't have permission to use a card contract at POS, do not show the card on file panel on form load, etc. Those users shouldn't be able to see whether an account has a card on file.
Payables
Instant AP
Process scanned documents for the purpose of creating AP invoices from purchase orders and receipts. Fiscal GL cycle and year will be set based on today's date. Support processing multiple files at a time Added code to ignore duplicate receipt documents in the file. This shouldn't happen.
Billing Entry
Do not reset the cycle if no change was made to the fiscal year field for non-standard GL.
Modify of existing AP bill and/or GL Journal on a non-Standard GL system was not handling the cycle field and drop down correctly.
Added possible correction of a problem with remote app that occurred with an unknown frequency after moving to a server 2012 hosted connection. After processing a vendor invoice the screen would reload as normal but then the control to enter in the next invoice would appear the color white and looked to be an active control. However, any keyboard entry would not display anywhere and user would need to click on the control to get cursor blinking in it again.
AP Checks
Display printer error when printing vouchers.
Fix an index error that could happen if the vendor code was less than 4-characters long (checking for MISC vendor.)
General Ledger
Non-Standard GL Cycles
Fix an error in reports for run by current fiscal year.
Parameters
Fix to the non-Standard GL end date setting. Let the user set the date they want as long as it is after the start of the last cycle and provides no gaps to the start of the next FYR (if already set up).
AP Billing / GL Journal
Fix for user selection of a billing date or change to the fiscal year.
The control fiscal month control will update with the correct cycle name list based on whether standard or non-standard cycles are being used. If the fiscal year is changed manually and an invalid year is picked, the change will be reversed and the list will remain as is.
Posting
Fix an error for a database transaction is already active where one or more of the journals to be posted was invalid. In most cases, the valid journals will post and the invalid ones will be reset to Open status.
Non-standard GL posting - the check for consistency with cycle name and cycle number in the journal headers was not working if the journal was not in FYR of current open cycle.
Schedule for Posting
Non-standard GL fix for initializing the cycle name drop down control to reflect the current fiscal year for today's date instead of the current open GL cycle.
Schedule for Posting \ Journal entry
Do not reset the cycle if no change was made to the FYR field for non-standard GL.
Close cycle
Close GL cycle was not handling non-Standard GL current date cycle correctly. Could result in not being able to post due to current date < ending date of open cycle.
Journal Entry
Modify of existing GL Journal on a non-Standard GL system was not handling the cycle field and drop down correctly.
GL Income Combo statement
Budget totals and % of budget were not being displayed.
Delivery
Inquiry
New function in delivery inquiry to be able to view unassigned documents.
Miscellaneous
Messaging
For messages where the sender is also one of the recipients, we now offer a check box to auto-purge the message once the message dialog window is closed.
For Support and Implementation assistance reasons, it is now possible to press CTRL-D to display the current help topic's HTML file name, and also adds the name to your clipboard. This can be pasted into the Search box (left hand panel) to make it easier to find a topic directly. The intention being that one person (support personnel, etc.) could provide the HTML name to another making it easier for that person to locate a particular topic.
Requests
A new enhancement request feature has been added to the Help menu. Permissions list changes have been made (User ID security). The requests form won't be enabled for access by users unless navigational security is updated.
Installer
Change to installer to not block the utility user when changing the software version and includes a fix to previous change that caused an error when setting user permission in a consolidated install.
SpruceTVEDI Service changes to installer to properly set the log file permissions. This service pertains to True Value EDI only.
DPI
Support for High Resolution Monitors. Changes were made to most controls and forms throughout the application to handle high-resolutions (4K) monitors.
Parameters - Fix for Check List Box controls indicating a change to the control when selecting either the software or EDI tabs.
Spruce Form - Added additional code to check for the control rectangle having a width and height > 0 when painting the left-hand menu area to try and prevent Out Of Memory Exceptions from occurring.
Fix for re-size Image Aspect Fit where we were not checking for an image width and height > 0 which was causing an error when trying to create a bitmap.
SQL Queries
Fix error handling with database queries where we would get stuck in an unending loop attempting to retry the query. This was causing error log files to grow extremely large on a system.
System Parameters
Change the default cycle names for non-Standard GL to the last two digits of the fiscal year, "-", cycle number.
Setting cycle names for non-Standard GL - protect against fiscal year (FYR) not entered yet. Require 4-digit FYR entry.
Device maintenance - Updated the device maintenance form - switching panels was occasionally causing labels to overlap some controls. Cleaned up label/control alignment.
Updates
Beta version is downloading correctly if beta system parameter flag is set. However, production version displaying in text field if beta flag is set. For production customer both the displayed version and the downloaded version are correct.
Email/Fax
Fix for Emails and Faxes where the branch time offset was not being considered when queuing email/fax
Logos
Fix for saving customer logo images. Was not saving the image path and file names correctly in the table
Fix for finding the proper logo image. When checking against the logos table we were trying to find a logo image with an empty string file extension.
Reports and Documents
The journal details section has been changed to include a prefix identifying the type of journal (PS = Point of Sale, RC = Receiving, etc.). If more than one branch is included, the branch for the entry will also be included. The entries are now listed in order of branch, journal type, and ledger ID (account).
PS Totals Report
When Range & FYR is selected and the user picks Today off the menu marker for the date range, the code was referencing the wrong date type.
There was a formatting error - when calling SetCurrOverrideDates, the function returns two dates, but only the first date is used when setting Month and Year. Referencing the array, rather than the first item in the array, caused an error.
Release 12.1.15 (Beta)
Point of Sale
Penny rounding, previously only available to Canadian users, has been enabled to allow use by anyone. This is done for cases where companies are located outside of Canada in regions where penny rounding is permitted or required by law.
When processing a return (credit sale) and using a system-type account ("CASH," for example), we now show a task list warning if no name has been entered by the cashier (specifically, the customer's name on the delivery tab is an empty string or matches the default name assigned to the system account being used).
Business logic has been changed so that the determination as to whether sales or returns totals are updated is now based on the invoice (sale) total rather than the subtotal. There have been cases where the subtotal was negative, but due to a mix of returns and sales with different tax settings, the tax total could be positive and result in a positive invoice total. We now use the invoice total, or "overall," amount to determine which totals are updated.
Folders (Point of Sale)
When selecting items in the data grid, we no longer reset the folder display if the item type changes. The tab selected by the user will be retained unless they decide to change it.
Signature Dialog
The customer name field was not read-only on the form used to display customer signatures (on-demand signatures only, not used with card processing).
Purchasing
The PO Update process was adding an item to inventory with the Vendor's Item number when the item existed in another branch under a different item number (though the vendor item existed). This could cause multiple items with the same vendor item.
For EDI with LBM Advantage (formerly ENAP and PAL) the format for the AP Receive mapping has been changed it to use the Invoice Date as the billing date instead of transmittal date. We have made a copy of the original mapping format called APReceiveOrig in case we need to back this change out for someone. Mapping Overrides are accessed from the EDI tab of the Branch Setup form (Main Menu > Maintenance > Database > Branches).
For EDI with House Hasson, the Item Cost was changed to three (3) decimal places instead of the two (2) originally defined in the PO Receive mapping.
Inventory
Tracking (Inquiry)
We have added a date range for use with on-hand tracking. The inquiry will still calculate backwards based on the current QOH value but will only display the documents in the date range specified.
Receipts with adders could cause a "foreign constraint" error when attempting to back out the receipt. This has been corrected. Additionally, if errors are encountered when processing a back-out, we now include additional details about the specific error to assist with researching any issues.
Document notes can now be associated with Sale Price and regular price updates.
Manufacturing
Code was moved to prevent an issue when updating Work Orders in the scheduling queue. Due to the order of code events, it was possible for a reserved document to no longer exist causing phantom queue records to be inserted in the schedule. This has been corrected.
Receivables
A correction was made to statement discount calculations when using the new "statement open credits" option. This feature is still undergoing changes and should not yet be used.
General Ledger
The "% Sale" figures shown for the Cost of Sales section was not correct when multiple departments were selected and the option to create a separate report for each department was also chosen.
Maintenance
An error could occur when enabling non-standard General Ledger (GL) on a system that did not have the current Fiscal Year parameter set yet. In addition, if the current date was set as the starting date, the routine that set the default dates for the cycles wasn't being triggered (the default date would have always been the current date). The triggering event has been changed from "selection changed" to "validated" to accommodate this possibility.
A change was made to how the Folders attachment function works when interpreting document identifiers using the file names of the files in the source (scan output) folder. To properly match attached images with existing documents, the code now will trim off any characters appended to the file name in addition to the document. For example, if the file's name is "1609-C12345_0001.PDF," we will only use the document port (the first 11-characters) for comparison. Some scanning software requires at least one character in addition to the barcode.
Miscellaneous
Not in Home Branch (Message)
The warning label "not in home branch" wasn't visible after changes for high resolution monitors. This has been corrected (the message label was being hidden by the function key control).
Import (F2) and Print Functions
For cloud hosted sites, we now set the default directory in directory/file browser controls to the default mapped drive for the customer and product (usually either "R" or "S").
Spruce ProLink
We have added support for random-length tally items in the app. Order/Quote import will now rebuild the XML data setting the total quantity to the quantity requested by the customer. The cashier (end-user) will have to enter valid quantity-length amounts that satisfy the overall length the customer requested.
Logo Scaling
Due to changes made for high-resolution monitors, some customer's logos weren't scaling. We have made changes that should correct this. If the image retrieved from the database has a height or width that exceeds the display space (size of the image control), we now scale the image.
Document Viewer
A change was made to address issues some cloud-hosted customers were encountering where the document "viewer" window would open behind the Documents utility window instead of in front. When connected via a remote app, we now either (1) restore the Viewer form a minimized state a second time to ensure that it is shown properly in front of the Documents form or (2) add a delay when restoring the form. Special command arguments have been created for addressing and researching these issues. These changes should not affect customers who haven't been set-up with the arguments.
Reports and Documents
A number of changes were made to the report:
•Dollar Amount formatting - Decimal amounts are now formatted as currency. Credit (negative) amounts are listed between parentheses.
oTaxable figure included the exempt but not the non-taxable. Caused the exempt amount to be included twice inflating the overall sales.
oChanged "taxable" to "net taxable" so that the resulting totals should now usually match the sales totals for the date(s).*
*Some non-sales activity, such as "use" tax (store-use, etc.) and taxable adjustments, can affect sales tax without affecting branch totals so it is possible that totals may not always match the sales tax figures exactly.
oThe charge and return sales amounts are now based on invoices for the period rather than branch totals. These will include sales of gift cards that would not be reflected in the branch totals (sales).
oTotals for Credit and debit adjustment totals are now provided.
oThe total discount credits posted during the period are included.
oTotal ROA (Received on Account) entered via the Payments transaction in Point of Sale are listed for the period.
oTotal Payments entered from Payment Entry or Posting in the Receivables application area are listed.
oTotals for order deposits involving a payment method of "charge" are included as well as separate totals for deposit refunds (involving charge credits).
oTotal finance charges assessed for the period are included. Statement documents are the source of this data.
oThe "Net Accounts Receivable" amount is the net receivables activity for the period (debits less credits).
oThis section now includes the total for Order Deposit payments accepted and refunded for the period.
oTotals for Direct Ship Order Deposit payments accepted and refunded are included for the period.
oRebate payments (total) are now included for the period.
oThe total of gift cards used as payment during the period has been added.
oA total for order deposits used has been added.
oA total for direct ship order deposits used has been added.
oA total for COD (Cash on Delivery) as a payment (tender) method has been added.
oEnding date was being adjusted by one day, would cause an extra day to be included in the results.
oRemove longer automatic journal descriptions, such as "POS," "INVENTORY, etc.," and replace with shorter 2-character abbreviations (PS, IN, AR, etc.) to allow more room for the actual account description (and branch ID if more than one branch location is selected).
The report's Email collection date has been reformatted to a "short" date format. The report has been widened to prevent the heading from being truncated.