E-06785 - Air Miles - Integration (BETA)

The AIR MILES® reward program is a Canadian loyalty program operated by LoyaltyOne, Co.® which allows collectors (card members) to earn travel, leisure, entertainment and other lifestyle rewards by shopping for products and services at participating Air Miles sponsor locations. The Air Miles reward program allows sponsor companies the opportunity to develop customer loyalty and sales promotion programs that are targeted and exclusive within their industry. The initial implementation of the Air Miles reward program in the Spruce application is tailored to current and future Timber Mart dealers; however, consideration has been taken for a generally flexible design allowing for the Air Miles integration to satisfy dealers outside of the Timber Mart umbrella in the future.

Air Miles is a separate rewards feature that was designed to allow for use of other vendor and promotions features. Dealers who wish to participate in the program can do so directly with Timber Mart if they are a Timber Mart dealer. Others will need to establish a relationship with LoyaltyOne directly.

AIR MILES is currently pending BETA testing and is not yet available. Contact your sales representative for additional information.

E-07321 - Do it Best - Best Rewards - Enrollment

With release 12.12 and later, we now offer the ability to enroll and update Do it Best - Best Rewards member information directly through the Spruce software at Point of Sale. If you are an existing Do it Best member using the loyalty feature to record member's loyalty ID on customer accounts, you'll now be able to associate new or existing rewards members with accounts directly at point of sale. Best Rewards can be used with the system CASH account without a specific account as well. A daily process will transmit the current days rewards enrollment data to Do it Best Corp.'s FTP server each night. This feature is enabled automatically if you are using Do it Best EDI with rewards enabled once you upgrade to the 12.12.x or a later release. (12.12.27)

B-48097 - Point of Sale - Import Item from Catalog

This new feature provides the ability to add a new inventory item from a vendor's catalog if no matching inventory item is located for a scanned or manually entered product, but a match does exist in the catalog. The feature is not immediately enabled. You can enable this option from the Branch Setup form (Main Menu > Maintenance > Database > Branch). There is also a new "inventory" parameter for specifying a default template item for use when new items are added from the catalog and no EDI template item exists for the vendor. (12.12.27)

B-46242 - Point of Sale / Installed - Sales Tax on Analysis Tab

We now display the contract's Tax Amount in the Sales Tax buckets on the Analysis tab. Previously, the Analysis tab displayed the sum of taxes on the linked orders and/or tickets. (12.12.27)

B-49608 - Point of Sale / Sales - Change Due with True Value Rewards

Corrections were made to prevent an error occurring when scanning a customer's loyalty card after a transaction has processed, and the previous Process (F12) form had been cleared for "change due" by pressing the space bar. (12.12.20)

B-49132 - Point of Sale / Catalog Import via Item Maintenance

Consolidate both catalog functions (meaning the "add from catalog" function and the new catalog import from Point of Sale) into one method to ensure that both function the same way. Populate Dept, Class, Fine-line descriptions if set. Alt description set. Manufacturer's number and UM set as Alt SKU if they exist in the catalog. Change weight calculation method to use same base logic as pricing. Remove logic to re-order the vendor multiples if there's a missing one (1 and 3, but no 2, for example). Leave them as is. Added comments to code. (12.12.20)

B-47342 - Card Processing / POS Assured / Offline TSYS Cayan / Credit/Debit Card Transactions

We corrected an issue that was causing the signature receipt not to print the reconciled bankcard information (Authorization code and ID). (12.12.20)

B-37947 - Point of Sale / Sales & Payments - TSYS Cayan Card on File

Added a new option "Only Allow Use for AR Payments" in order to restrict the use of cards on file to A/R for TSYS Cayan. The default value is set to allow the unrestricted use of the card on file. (12.12.27)

B-49756 - Point of Sale / Do It Best Rewards

Non-ASCII characters and well as these characters /*~` are now excluded when building DIB Rewards files. We also added the ability to specify a date range to resend DIB Customer Rewards data. (12.12.27)

B-49959 - Point of Sale / Sales - Cash Ticket Receipts - Air Miles

The wording for Air Miles on cash tickets has changed. Cash Ticket sale receipts will now display: Basic Miles, Bonus Miles, and Total Miles.

D-44724 - Do it Best - Best Rewards - Loyalty Dialog & Scanning

Scanning wasn't working from the standard loyalty dialog and/or would close the form due to the letters in the barcode causing a button click on the Cancel button. This has been corrected. (12.12.27)

D-44639 - Point of Sale / Installed - Orders with Use Tax

Orders associated with an Installed Sale contract assigned to "use" type tax locations weren't updating the taxable amount on the Billing tab. Taxable will now be updated if the order involves "use" tax when orders are associated with an Installed Sale (this change does not apply to Installed Sales in Canada). (12.12.27)  

D-44439 - Point of Sale / Sales - Suspend/Resume Return Sale

We corrected an issue where a suspended return wouldn't pass validation after being resumed causing an exception. The issue was that a check being done in validation on a "Return Data" object in the grid was throwing an exception due to a null object reference. (12.12.27)

D-44273 - Point of Sale / Various Transactions - Delivery Status Change & Empire Zone Tax Location

For transactions where the customer-job was assigned to an "Empire Zone" tax location, that location should be used whenever a transaction involves the customer-job regardless of delivery status. However, a defect was identified when a user cleared the "delivery" check box that the branch default was being used instead. This was due to the code checking for a tax exempt ID before dropping into the code that retrieves the tax location and checks the type. We removed that condition as we need to check the tax location type regardless in case it's an "always use" type. Task List errors are thrown if a transaction has no Tax Exempt ID and an always exempt tax location, so that possibility is handled when a user attempts to complete the transaction. Changes needed to be made for Sales, Orders, Tickets, and Charge Returns. (12.12.27)

D-44550 - Point of Sale / Sales - Order w/Exempt Location - Changing

Defect D-44273 to correct issue with Empire Zone tax locations caused an unintended issue with tax logic on the Process (F12) form when a customer order was associated with the sale. Code was changed to work if the Invoice involved an Order with an "Always Exempt" tax code. This issue was identified and corrected in our BETA release. (12.12.27)

D-44003 - Point of Sale / Payments - Moneris Card Processing (Canada)

In some areas, bankcard receipts were printing on the wrong printer including the Payments transactions and others. We now override the default setting for printing cash tickets for Moneris to always be true. (12.12.27)

D-43969 - Point of Sale / Customer Pricing - Loyalty Pricing

There was a problem in the pricing logic regarding how the loyalty prices were being compared. Code was comparing the non-loyalty sale price instead of the loyalty sale price, a separate field, to the customer's price. This resulted in the second loyalty sale price almost always being used even if the second price was higher than the first loyalty sale. This issue has been corrected. (12.12.27)

D-43667 - Point of Sale / Card Processing - Moneris - Cash Ticket Receipts

A change was made to pass the Windows Printer Name into the print helper routines when printing Moneris receipts using the Remote Client application (applies to our hosted users only). (12.12.27)

D-43725 - Point of Sale / Sales - Returns with an Original Invoice

If a user had enhanced returns (Stocked Item Return Info parameter) enabled, and did not selected an original invoice when the item return dialog was displays, but then attempted to set the invoice selection on the Process (F12) form, the remittance control kept reverting the user's selections to the original value which could generate an exception. (12.12.27)

D-41841 - Point of Sale / Reports / Customer Orders

User can now select the "SO/Resale Only" (formerly labeled "Non-stock") check box filter without having to choose an additional item status of not ordered, not received, or not back-ordered. This allows all non-stock items to appear regardless of status. A corresponding stored procedure change was made (rpt_PSCustomersOrders). The name of the label was changed on the report because "non-stock only" doesn't accurately describe how the filter is used. The "stocked" flag on items is not, and was never, considered by the report; instead, the item type of either "renumbered" or "resale" is used to determine the difference between "standard" inventory and "special order" inventory.(12.12.27)

D39058 - Point of Sale / Direct Ship - Card Processing with TSYS Cayan

When processing a Direct Ship order using a "bankcard" payment method along with the TSYS Cayan card interface, and the customer has a "card on file," the "Reset" button would not clear the "card on file" status. This has been corrected. (12.12.27)

D-39059 - Point of Sale / Orders, Direct Ship, and Payments - Card Processing with TSYS Cayan - Card-on-File

In the Orders, Direct Ship, and Payments transactions, if a user accessed the Process (F12) form and chose to use/accept a customer's "card on file," but then decided to change accounts without canceling the transaction first, the "card on file" was not being cleared from the transaction in the background; however, the indicator text "using card on file" was. We have added logic to reset any card on file selection whenever an account is changed from one with a card on file to another with no card on file as well as the reverse. (12.12.27)

D-43922 - Point of Sale \ Card Processing - TSYS Cayan - Line-Item Display

An issue was corrected that was caused when an item with a zero (0) quantity was sent to the CED. Zero quantities are not supported by TSYS Cayan and return a bad request error. Zero quantity items will no longer be listed on the display (as there is no way to do this given this restriction). (12.12.20)

D-38892 - Point of Sale / Process (F12) / Remittance - TSYS Cayan Card on File

Fixed and issue with split bankcard when also using card on file for payment. Additional changes were made to ensure that "card on file" is supported by the current interface and other conditions. Also, the XML request that is passed to the card device was altered to trim out empty space between elements. (12.12.20)

D-38859 - Point of Sale \ Card Processing - TSYS Cayan - Line-Item Display

Line item display on CED would incorrectly display Tally Items that were added to a transaction after non-tally items. We have-added logic to handle scenarios where a delete item is sent to the CED, and the ID does not exists (some types of tally items replace the original "trigger" SKU with other items). (12.12.20)

D-37682 - Point of Sale / Payments & Payouts - Card Processing - TSYS Cayan - On-demand Signatures

We have corrected an issue where on-demand signatures for payments and payouts (Received on Accounts, etc.) were not always being saved properly. (12.12.20)

D-37397 - Point of Sale / Sales, Orders, Direct Ship, & Payments - Card Processing - TSYS Cayan with Card on File

We corrected an issue that was causing the "Use Card On File?" prompt to be displayed multiple times when the selection was changed to Manual Entry and Card Not Present. (12.12.20)

D-45018 - Point of Sale / Footage Document Styles

Forms now will calculate footage for manufactured items that have at least one unit of measure matching the system-defined default board foot or square foot unit of measure for display on Orders, Quotes, and Invoice footage styles. (12.12.20)

D-41647 - Card Processing / TSYS Cayan - Line Item Issue

Changes to the unit price after selecting a new unit of measure would not refresh the line-item display on the card device. This has been corrected. Now, the details on the CED match the price after a unit of measure change. (12.12.20)

D-44709 - Point of Sale / Installed

If a non-stocked item on an order originated from a labor item type, we now will add the item to the Labor Grid rather than the Materials Grid. (12.12.20)

D-40099 - Point of Sale / Sales

Long comments will now wrap to a new line rather than run off the printed receipts. (12.12.27)

D-45105 - Point of Sale / Database / Air Miles Offers

The Air Miles Reward Code utility screen was not visible even after enabling the Air Miles setting. Air Miles offers will now be visible whenever the option is enabled. (12.12.27)

D-45120 - Point of Sale / Payouts

Updated the POS Payouts window to hide the Debit GL selection when the Backroom Check option is selected. (12.12.27)

D-45173 - Point of Sale / Payouts - TSYS Cayan

Deposit returns using "card on file" now functions as expected. Prior to this change, stations with a card device would activate the device for card processing even if the customer had a card on file. (12.12.27)

D-45204 - Point of Sale / Sales - Air Miles

invalid Air Miles file names can no longer be generated. A warning will appear to alert user of an invalid file name. (12.12.27)

D-45426 - Point of Sale / Sales

In some instances, if a pop-up window was closed improperly, scanning would no longer function. Users will now be able able to scan normally regardless how a pop-up window was closed. (12.12.27)

D-45498 - Point of Sale / Sales Tax Totals

Tax Code Totals - When a Credit Memo used Capital One Trade Credit (formerly BlueTarp) as a remittance type, the BT amount was not included in the calculation of CashCredits when updating the TaxCodeTotals table.(12.12.27)

R-50673 - Point of Sale / Database / Item & Contracts

A warning will appear when attempting to delete an item from Item Maintenance that is on an open contract. Also, if items no longer exist when modifying contracts, a message will be displayed. (12.12.27)

R-50969 - Point of Sale / Sales

Shortcut keys to navigate to the Print tab and the Delivery tab (Alt-P and Alt-D) can now be used in the Process (F12) form. (12.12.27)

TFS-158584-B - Scanning

In some cases, scanning would error due to a barcode with alpha characters being misinterpreted as keyboard shortcuts for buttons on dialogs (for example, a barcode with a "c" might cause the "cancel" button to click). We have made adjustments to the code to prevent this whenever possible. (12.12.27)

TFS-158010-B - Item Returns with a Negative On-hand Quantity - Cost Handling

We have changed the method used when setting the cost for a return referencing an original invoice when costs are recalculated (due to negative quantities, etc.). All changes to item quantities generate or affect "inventory quantity" records. In cases where we are recalculating costs, and the original invoice specified has a higher "quantity" ID than the return, don't get the cost from the original invoice. Instead, we will treat the record as using current on-hand.

Example: An item is sold into the negative with the original invoice. A return is then done that references this original invoice. Since the item is in "closeout" (negative on-hand), the on-hand is brought back to positive by the return. Increases in on-hand trigger a re-calculation of average cost. Since the cost of the original invoice has not yet been allocated because it was in closeout (negative), the cost it would get would be from the return, and the return would attempt to get its cost form the original invoice causing a circular reference. In this case, the return and original invoice should both get their cost from the current weighted average. (12.12.27)

TFS-157147-P - Point of Sale / Card Processing using Verifone Point and Purchase Level II Data

Verifone Point was not sending the customer code (invoice document number) when Purchase Level II data was enabled for the card interface. Should this cause any issues, it can be disabled using the SPDebugOpt POINTSUPPRESSCOMCODE by support personnel or our development team. (12.12.27)

TFS-157139-P - Point of Sale / Sales - Remittance using Order Deposits

We have corrected an issue with the way the remittance control on the Process (F12) form handled excess order deposits. Remittance issue with refunding excess deposit corrected. (12.12.27)

B-46693 - Vendor EDI - ACE Hardware - Hourly In-Store Pickup Feed

Changes were made to use the ACE wholesaler record as override credentials for ISPU and prevent any non-ACE items from sending, ISPU will run in a separate thread and app domain when running via services. In-store Pickup will only send positive quantities (and zero if negative). We have updated the purge routine to remove related events when ISPU (In-store Pickup) is disabled.

The In-store Pickup dialog has been reformatted to only show one time for sending ISPU (the next time the hourly routine will run). (12.12.27)

B-47704 - Vendor EDI /True Value Stock Position - Web Service

We have done some preliminary work on a new web service to provide True Value with the ability to do queries for stock availability at a member location. This development is currently in the BETA stage and is not yet available for production use. (12.12.27)

B-49108 - Purchasing / Vendor EDI - ACE Catalog

A confirmation prompt will appear when adding all categories from the vendor catalog. (12.12.27)

B-49829 - Purchasing & Inventory / Application Folders - General (TAB)

Added item Locations look-up in in General tab for Purchasing and Inventory application areas. User will now be able to see all the locations where an Inventory item exists. (12.12.27)

D-43998 - Purchasing / Receipts - Process (F12) Notification Delivery Error (m492)

If an error occurred attempting to deliver a user notification when receiving a purchase order, it would cause the Purchase Order document to remain in a incomplete state after update. The code that clears the status of the purchase order needed to be moved outside the code where the notifications were being sent to avoid any exception causing partial or incomplete processing of updates to the linked PO. (12.12.27)

D-43888 - Purchasing / Vendor EDI - ACE - POS Data Send

ACE POS Data Send was not always sending automatically for additional branch locations. This was due to a placeholder "curCust" variable not being cleared after the prior branch send in certain cases. This issue would only happen if there are no customer changes, only deletes, but there were customer deletes in the previous branch. (12.12.27)

D-43776 - Purchasing / Order Entry - Import (F2) - Vendor SKU Not Populating

When importing items into the Order Entry transaction using the Import (F2), Inventory selection, the vendor-item information was not being retrieved and not setting the vendor's SKU or other information in the Purchase Order. This has been corrected. (12.12.27)

D-45336 - Purchasing / Vendor EDI - Bulk Apply / Retrieve Invoices

In Vendor EDI, when processing and the user selected Cancel (F9), was prompted to confirm the cancellation, responded "no," and then selected the Process (F12) function, an error would occur. This has been corrected by setting a flag in the code to indicate whether processing is currently in progress or not. (12.12.27)

D-45341 - Purchasing / Vendor EDI and Point of Sale / Various Transactions - Add from Catalog

The Import from Catalog "Default Template Item" (Main Menu > Maintenance > Database > Parameters) is now used when performing an Electronic Data Interchange (EDI) routine if the vendor EDI settings don't specify a template item. Point of Sale forms will now check this template parameter before notifying the user that no template is found. (12.12.27)

D-45363 - Purchasing / Database / Catalog

ACE catalog images will now load when URL is selected. (12.12.27)

TFS-160097-B - Purchasing / Inquiry / EDI Log

The ACE Hardware ISPU (In-store Pickup) transmission was throwing an assertion error that the script was too long. Changed the max length of the script size to a higher value. Each data retrieval is limited to a maximum of 250 items instead of limiting the overall query size. (12.12.27)

B-47932 - Inventory / Utilities / Updates / WMS Location Adjustments

We have added a Non-Located Qty column to the data grid to show the available quantity of an item for use in adjusting the WMS (Warehouse Management System) quantity. Also, we now only attempt to adjust WMS quantities for data rows that have been modified. This helps prevent the user from unknowingly setting a WMS qty to 0. (12.12.27)

B-47923 - Inventory / Tags & Labels - SO Label Element "Order Description"

We have Increased the "Order Description" label element's width from 84 to 368px and maximum characters to 32. Resolved exception with "Order User" where the label was being added twice due to a duplication in the code. (12.12.27)

B-49111 - Inventory / Utilities / Item Analyzer

We have added four (4) new dialog messages for the Item Analyzer regarding price/cost updates:

•"Price and/or cost changes have been identified. To allow price/cost changes to occur, you must process them through Price Updates. Would you like to create a Price Update file now with the changes identified?"

•"An unapplied Price Update file was created. Please process within Price Updates to apply the changes."

•"Price/cost changes have been canceled; A Price Update file was not created."

•"Your security access does not allow price or cost updates via this tool; Price updates will NOT be generated."

*(12.12.20)

B-49113 - Inventory / Database / Item - Air Miles Eligible

Fixed issue with Air Miles Eligible check box not being hidden when Air Miles Offer item types are loaded. (12.12.27)

B-49832 - Inventory / Utilities / Verify Picklist

WMS column has been added in the Verify Picklist Utility if the parameter is set. (12.12.27)

D-44777 - Inventory / Utilities / Maintenance / WMS Location Update

The "New Location" label / text box on the "Multiple" tab, wasn't visible and changes to the New Location control were updating the "old" location's description label. This has been corrected. Some controls were moved slightly and panels re-sized to move the description label outside the bounds of the delivery panel (sometimes hidden). (12.12.27)

D-44770 - Inventory / Reports / Count Worksheet

The report has been updated to display all WMS locations associated with Item (when applicable). (12.12.27)

D-44309 - Inventory / Tags and Labels

A change was made to print the full Order Detail item's description when using the Description5 label field with a DYMO special order label template. (12.12.27)

D-44305 - Inventory / Reports / WMS Location

If not logged in as a super-user, the WMS Locations (report) menu item was disabled preventing users from being able to access the report form. This has been corrected and had to do with an error with security permissions. (12.12.27)

D-44282 - Inventory / Physical Counts

An error could occur in the data grid of physical counts due to code for Unit Tally feature to enable or disable the "Select Units" menu item (on the context menu marker ). This has been corrected by adding additional checks within the code. (12.12.27)

D-44160 - Inventory / Utilities / Maintenance / WMS Location Update

Re-assign order item function was incrementing the qty of the item being replaced when it should not have since we are effectively doing a "swap" of an item from one order to the item on the order we are replacing. Also fixed the issue where the WMS Location was required to be set, but was not being saved when re-assigning the order item. (12.12.27)

D-44082 - Inventory / Reports / Count Worksheet

There was a code issue loading (retrieving) the saved quantity on-hand filters from a previously saved report. This has been corrected. (12.12.27)

D-43758 - Inventory / Price Updates - True Value

In some cases, True Value price updates could be applied with the wrong Unit of Measure (UM). This change defaults the price to always match the item's BASE unit of measure to avoid this. (12.12.27)

D-44573 - Inventory / Utilities / Merge-Rename Item - True Value Discontinued Merge

The Merge/Rename Item utility form wasn't always displaying the Merge List time fields when True Value discontinued merge either failed (due to time-out) or did not return data. We are working on improving the efficiency of the retrieval query for discontinued True Value inventory to improve performance. Those changes will be distributed in a future stability release and/or hot fix. (12.12.27)

D-43969 - Inventory / Database / Item Maintenance - Loyalty-only Sale Pricing

We have changed the Item Maintenance form to show the loyalty sale prices if set. There are a separate set of fields for these values in the InventoryStore SQL data tables. Labels are only shown if there is loyalty pricing present for the item. This is done similar to the display of regular sale pricing on the Branch, Pricing tab of the Item Maintenance form (Main Menu > Inventory (Point of Sale, etc.) > Database).

In both cases (regular sale and loyalty), if sale or loyalty price 0 isn't in effect and sale1 is shown in first set of text boxes, don't reshow again below in second set.(12.12.27)

D-43935 - Inventory / Tags & Labels - Designer

An issue was identified where a particular label, "Order Sales ID" (lblOrderSalesID), located on Page 4 of the designer, that was not considered in the code for displaying DYMO label templates. If the design option was selected, it would end up creating a custom label that couldn't be removed or moved in the designer. This has been corrected.

D-43849 - Inventory / Database / Item Maintenance - Import (F2), Update Feature

The update feature, which permits data changes based on a spreadsheet supplied by the user, was not handling enumerations correctly. Enumerations are numbered lists of string values. ItemType is an example of an enumeration (0 = Standard, 1=Lumber/Timber, etc.). Code has been added to properly convert enumerated field values. (12.12.27)

D-43777 - Inventory / Adjustments - Quantity Adjustments

When a Vendor Return originated in Inventory Adjustments an Inventory Quantity Adjustment Doc was produced. Then, if the item was marked as either "Vendor Credit Discard", "Return to Vendor" or "Discard No Credit" in the Item Return Utility, a Receipt document or Inventory Quantity Adjustment document (with negative quantity) was also being created - this had the effect of removing the quantity from inventory twice. Changed logic to not produce the Receipt Document in the Item Return Utility if it originated in Inventory Adjustments. We have added a "No GL" flag to the Documents SQL table and data object to more clearly indicate when a document should not affect General Ledger. There are cases where documents are created to maintain consistency for other reasons. The stored procedure used for generating EOD ledger entries for Inventory activity has been updated. (12.12.27)

D-44953 - Inventory / Reports / Stock Status

We have corrected an issue where the on-order variable in the formula to calculate Suggested Order quantity was not being set properly. (12.12.20)

D-44936 - Inventory / Reports / Count Worksheet

Filters representing the inclusion of Standard Items or SO/Resale items were not being passed to the query causing the return of the same set of items whether the check boxes were checked or not. This has been corrected. (12.12.20)

D-44894 - Group-Section Selection Control on 4K Monitors

We have fixed a scaling/sizing issue with the multi group/section selection control on 4K+ displays (high-definition monitors). This control is found on several report forms such as Inventory > Reports > Stock Status. (12.12.20)

D-44889 - Enhanced Item Search by Barcode

Enhanced Item Search (optional) would fail in cases where the user enters a barcode and presses the Enter key. The cause was the fact that the selected item key was being set to the barcode value, rather than the target item, which doesn't work for subsequent item searches. An additional change was also necessary, where scanning from certain forms would trigger snap-dumps depending on whether the control or form code was handling the scan. This secondary issue has been corrected. (12.12.20)

D-44846 - Inventory / Utilities / Maintenance / WMS Location Update

Some minor user-interface changes were made (alignment and the data grid was too wide). (12.12.20)

D-44809 - Inventory / Utilities / Inventory Cutting

Added task list warning regarding default units of measure for the inventory cutting utility: "Default Units of Measure must be set up for complete validation." This task list error will be produced if default units of measure have not been defined from the Code Definitions maintenance form ("Units of Measure" tab). This is being done to avoid exceptions (errors) attempting to process cutting when defaults have not been set. These are required for processing (dimensional items, etc.). (12.12.27)

D-44461 - Inventory / Physical Counts - Import by Worksheet

Logic wasn't handling all the possible sort selections for reports. Added a separate routing to set the sort based on the selected report's sort1, sort2, and sort3 selections. This may not always exactly match the order of the report as issues with duplicate report sequences and/or WMS locations aren't handled (the report uses a combination of a view and procedure where the Physical Counts form is accessing inventory more directly). In most cases, this should provide a result that matches closely with the report. (12.12.20)

D-44461 - Inventory / Reports / Inventory Worksheet

Items would show in the wrong order on the Inventory Count report if the Physical Inventory window was left open when importing a worksheet. Items will show in desired order when imported. (12.12.27)

D-45073 - Inventory / Utilities / Item Returns

In some instances, users could get a double entry for a credit by first generating a return through Sales or Credit returns, then opening a second Return Item utility window, and then saving one as return to stock and the other as discard no credit. This update will prevent the ability to re-save a closed return item. (12.12.27)

D-45100 - Inventory / Tags & Labels

The User Defined text element for Special Order (SO) label design will now print. (12.12.27)

D-45126 - Inventory / Reports / Stock Status

When running the Stock Status report, the filters comparing available and on-hand quantities to minimum and maximum quantities were not also checking for minimum and maximum to be greater than zero. In addition, we fixed some sorting issues when choosing multiple branches and the detailed or consolidated option. Also requires stored procedure rpt_INList. (Manually moved these changes to this branch from development). (12.12.27)

D-45178 - Inventory / Database / Item

The Air Miles Eligible check box is no longer visible if the Air Miles Enabled setting is not selected. (12.12.27)

D-45183 - Inventory / Utilities / Maintenance / Item Global Modify - AIR MILES

Code was corrected to allow for null values when using the Item Global Modify to set Air Miles Eligibility. (12.12.27)

D-45252 - Inventory / Database / Item

Import (F2) will now set the Manufacturer from the catalog record as one of the keywords. It will also set the first available keyword instead of always setting/overwriting the keyword in the first (top-most) position. (12.12.27)

D-45449 - Inventory / Reports / Stock Status

The inventory stock status report will now display correct units of measure when viewing or printing reports. (12.12.27)

D-45529 - Inventory / Tag & Labels / Design (F6)

Clicking on the Preview button from the Label Design dialog window no longer causes an error when viewing a specific SO label. This was caused by an improperly formed user context reference when retrieving vendor records. (12.12.27)

R-50934 - Inventory / Reports / Count Worksheets

There was a discrepancy in the Count Worksheet Report when choosing the run by location code. If the user entered the primary location code, the information would display correctly, however if the alternate location code was entered, the item would not appear on the report. This has been corrected, and all items will now display correctly, regardless which location code is used. (12.12.27)

TFS-157183-P - Inventory / Utilities / Maintenance / Merge-Rename Item

When checking for open documents that would prevent an item merge, we were not checking the expiration date on Quotes. This could prevent a merge if an item existed on a quote even if that quote had expired. This issue has been corrected. (12.12.27)

TFS-158904-B - Inventory / Reports / Sales Analysis

We have removed the condition of limiting data to item records with sales (Sales <> 0) for the period. There is a possibility of a loss of performance due to this change since all items regardless of sales will now be included, so the report may take longer to compile. (12.12.20)

TFS-159562-B - Inventory / Physical Counts

The stored procedure (rpt_INList) used for Count Worksheets and other reports was modified to assist with duplicating the sorting in the Physical Counts transaction when using the Import (F2), Worksheet feature. (12.12.27)

B-48396 - Receivables - Statements via Remote Client

Changes were made to support "single file" statement printing with multi-tray selection when using the Remote Client. (12.12.27)

D-44749 - Receivables / Reports / Trial Balance

The report was always retrieving the current billing cycle for companies who were using non-standard General Ledger. Removed the non-standard GL code path as statement date and billing cycle are not related to non-standard GL. (12.12.27)

D-44346 - Receivables / Inquiry / Status

An exception would be generated if user clicked on statement document (finance charge) from the "history" data grid due to a check for a non-existent printer. (12.12.27)

D-44188 - Documents - Printing Statement Documents

When printing statement documents from the document form, we were not passing in the selected Windows Printer Name causing the routine to use the default local printer. This has been corrected. (12.12.27)

D-44511 - Receivables - Statements

For customers with the parameter, "Open Item Statements - Suppress Open Credit Total," enabled (checked), the aging "box" was misaligned and would appear partially offset to the left of the balances. The aging box has been moved back to its proper location to surround the balance figures. (12.12.27)

D-43988 - Receivables / Posting - Session Document Email

The code for processing a Posting Session document was not considering the status of the Process (F12) form print and transmission settings and would always attempt to print the document regardless of user selections. We have corrected this, so that users can Email, save as a file, etc. without requiring that a valid printer be chosen in the drop down. (12.12.27)

D-43904 - Receivables / Statements - Canada GST/PST Tax

We have changed the logic for how we calculate the GST/PST tax summary for Canadian statements. Statement dates can vary each month and are not necessarily monthly periods, so we now obtain the date of the prior billing so that we get an accurate date range. The GST/PST amounts summarize the GST/PST consumer tax on sales occurring since the prior statement rather than monthly or a 30-day period. A corresponding change was made to the SQL function that calculates the tax information so that the date comparison is greater than (>) the prior statement and less than or equal to (<=) the current statement date. This ensures that the last day of the prior billing period is not included in the range and reported more than once. (12.12.27)

R-49388 - Receivables / Posting - Payment (F5) - Installed Sales

We now filter voided contracts from the selection listing of installed sales contracts provided in the Payment (F5) dialog accessed from the Receivables, Posting form. (12.12.27)

TFS-157637-P - Receivables / Posting - Session Report Margins

Margins for the report were narrowed for printing in the UK where the paper size differs (A4). (12.12.27)

D-44345 - Payables / Billing Entry - Installed Sale Billing

We have fixed an error with the dialog used for selection of an installed sales contract for installed labor vendors. (12.12.27)

D-44977 - Payables / Utilities / Check Backout

Changes were made to the "check backout" stored procedure to set the closed date to NULL on billing records when reversing a check payment and re-opening the invoice. The close date was only being set on the initial payment which affected some reporting. An additional change was made to set the audit information on the check records when being updated by the check backout process. (12.12.20)

TFS-159983-B - Payables / Billing Entry - Direct Ship Invoicing - Due Date

The way the due date was being determined on the invoice of a Direct Ship Order was different from how due date is calculated for invoices. Changes were made to the stored procedure used for post-processing when a Direct Ship is invoiced in Payables (CloseoutDirectOrder). (12.12.27)

B-48237 - General Ledger - Account Selection - Allow Base Dept

For sites where the "current branch" or "allowed branch" restrictions are enabled for GL account selection, we have removed or changed the restrictions in specific areas of the software to allow "base" departments to be accessible. A "base" department is often used for summary totals. Branch-specific departments would still be hidden in these cases.

This has been done to prevent issues where "base" departments are used for mapping or account maintenance. The following transactions have been affected:

•Chart of Accounts (Database)

•Recurring Journals (Database)

•System Journals (Database)

•Detail Mapping (Database)

•Account Inquiry (Inquiry)

In these cases, the users with access to these forms, will have the ability to view/select any "base" department accounts in addition to the departments matching their current branch or user-assigned branches.

A "zero" department code, should one exist, will always be assumed to be a "base" or "shared" department, even if the "branches" option is not selected for the department. If any "base" departments (defined in Parameters) have the "branches" option selected (checked), they would all be included. Base departments must exist for each department in use if you plan on using this feature.

Navigational security codes can be adjusted if you want to prevent access entirely from any of the affected areas.

D-42538 - Parameters - General Ledger - Departments

The parameters for General Ledger are used to associate ledger accounts with specific branch locations. Companies can also define additional departments for their own use in addition to this. Changes to department offsets or base department codes could leave old records in the table or not allow removal of unused base departments during setup. Changes have been made to clean-up the processing of departments to avoid issues. Base departments that are not in use can be removed by deleting the row in the data grid and processing. If the department is in use, the deletion won't be applied when the user processes and the department will again be listed when the Parameters form reloads.

B-46693 - Branch Setup

A change was made for ACE in-store pickup. The saved hourly time was not being properly retrieved and was being re-initialized to the next hour each time the Automation dialog was shown. (12.12.27)

B-48549 - Maintenance / Database / Parameters

Change to GL Department save routine (Add_BranchDepts). If a user clears the "branch" check box leaving the "base" departments with no "branch" departments, but branch offsets were previously saved for the departments, update the department records using the branch offset if the offset and department match. You could wind up with a situation where offsets are specified but not being used/applied because someone cleared the "branch" check box. This caused issues with the GL department security because it wouldn't return any "branch" departments in this scenario (the branch was no longer set on the departments). Given this, for multi-branch systems, at least one base department (usually zero) should have the "branch" check box set. (12.12.27)  

D-45160 - Maintenance / Inquiry / Active Stations

The Idle(Min) column for Active Sessions will now sort by integer. (12.12.27)

D-45359 - Maintenance / Database / UserIDs

By enabling WMS Locations in Permissions List, WMS Locations can be viewed in the Inventory > Reports drop down menu. WMS (Warehouse Management) is an optional and separately billed feature. (12.12.27)

D-45382 - Maintenance / Database / Parameters and Point of Sale / Sales

The option to "Suppress CTP Signature Slip" parameter setting was not being considered in all cases. Due to changes in requirements, there is no longer a need to have exclusions for stations with a signature pad and credit card software, etc. (12.12.27)

TFS-159997-B - Maintenance / Database / Branches - EDI - ACE In-store Pickup (ISPU)

Changes were made to incorporate time selection (SPTimePicker) with the ISPU (In-store Pickup) setup. The nightly run time is now consistent between the ISPU (In-store Pickup) dialog and Automation dialog.

In prior releases, nightly POS data would not be transmitted unless ACE Rewards was enabled (on). This restriction has been removed. Now, POS Data will transmit regardless of ACE Rewards. When ISPU is enabled, we now automatically enable POS Data. Users cannot disable POS Data (control disabled) while ISPU is on. This is required for ISPU processing.

Nightly POS data will send full inventory refresh first time ISPU is turned on, and ACE rewards is off. (12.12.27)

B-43996 - Office / Message

Users can now use Reply or Reply All to "user" type messages from the Message Notification Queue. Messages sent to a message group can have more than one recipient. Message replies originating from a "system" user are currently permitted, but will not reach a valid recipient. (12.12.27)

B-49802 - Help

Updated to new default URLs. Added URL domain to trusted URL check. (12.12.27)

D-44324 - Printing - DYMO Document Labels

The print job created for printing a DYMO document label was overwriting the transaction document if the transaction wasn't being printed, but was being saved as a file. This has been corrected. (12.12.27)

D-44278 - Data Grid Print / Preview / Save

We modified the logic to use the standard HTML method of printing data grids unless Remote Client is being used in which case we the new Active Reports method. Aliased station will print as an Active Report, and will export the Active Report as a PDF if saving the grid contents. (12.12.27)

D-45051 - Item Entry - Point of Sale & Inventory Transfers

After item selection of a single item unit issue in Point of Sale and transfers the "look-up type" will now be set back to SKU (item). After selection of a single item unit type item, the prior selection was being retained in the control and used for any subsequent selections causing the same item to repeat. This has been corrected. (12.12.20)

TFS-157750-B - Barcode Scanning - DS4308 Model Scanner

We have identified the cause of an issue with 2D scanner model DS4308 causing scans to fail and have corrected it. The cause of this issue was that a control character was being included in the barcode string, which interfered with our ability to do database searches and the like based off of that barcode. This has been fixed by removing control characters from the barcode before using them to retrieve data. (12.12.27)

TFS-157420-P - Installer

For on-premise customers, we have made changes to the installer to better ensure that application services are always installed when the installer ran. There were limited cases where the installer wouldn't always run the services installer. A particular trigger/cause seems to have been the absence of SQL changes packaged with the installer. Installers including SQL updates would run more consistently making the services issue appear intermittent. (12.12.27)

TFS-159834-B - Miscellaneous - Data Grid - Item Selection

In some cases, the control used to select items from a data grid would retain the previous value. Changes were made to the selection control for Items (UCGetItem)to reset when the row is changed on a data grid and the control is bound to a grid column. (12.12.27)

TFS-160290-B - Miscellaneous - Scanning

Corrections to previous scanning change after errors occurred during form close in invoices and orders. Added a check to make sure the scanner object isn't nothing before attempting to dispose of the object. (12.12.27)

TFS-161664-P, TFS-161667 - Installer / Do It Best Rewards Script Changes

In certain cases, a script to generate the stored procedure that pre-populates the new Do it Best Rewards table would fail when the Upgrade Installer was run causing the installer to roll-back to the prior version. The issue has been corrected so that the installer should now run for instances where Do it Best EDI is enabled as well as the Loyalty ID user-defined customer key is present.

B-47577 - Documents / Viewer / PS Sale Invoice - Cash Ticket Style/Format

Changes were made to make the viewer "style" of cash ticket on an invoice more similar to the printed version. This includes logo/branch address, signature, and change due as well as some minor tweaks to wording. Cash tickets, in particular those linked to card transactions, can vary based on card processor requirements and region. The "document" viewer version of the ticket won't always exactly match the original. (12.12.27)