Date: August 11, 2004 These are the release notes for Response v8.1 (build 3051a) IMPORTANT NOTE! Response 6.x/7.x users cannot install this update. You must first upgrade to 8.0. Must be running 8.x Build 3050 (or 3050a, or 3051) to install this update. -------------------- --- New Features --- -------------------- Contract Pricing (optional module) -Includes import feature. -Flag to determine whether contract pricing should be used if found, even if HIGHER than calculated price (turned off by default) System Reset Utility - removes orders/sales/shipment data from the system. only accessible when logged in as "COLINEAR" Import A/R Account Balances Import Referrals (requires referrals option) Authorize.Net payment processing gateway. True FIFO allocation. Inventory will allocate properly to orders in Printed status and to kit components. This allocation will NOT affect the suggested ship quantity, instead this quantity will be reserved until the order is in a proper state for allocation (ie. printed order confirmed, or enough kit components to ship a full master). Customer Service Lookup / Orders / Lineitems shows the allocated qty in addition to the suggested ship quantity. Declined Credit Cards Report - added SPE for email notification of declined credit cards. -------------------- --- Enhancements --- -------------------- Import physical inventory count data Counter Sales -price overrides allowed at line level (optionally password protected) -item configurator activated with ctrl+g in counter sales -regular item grid search activated with Ctrl+F -card swipe data being sent to TransFirst for lowest possible card-present rates -credit card data can be entered manually -check number can be saved with check payment types -"start of day" warning added to counter sales (ie. warns if date not set) -added option for showing check number(s) on counter sales receipt Customer Service Lookup -Customers/Orders Comments button will show as "*Comments*" when comments exist for an order/customer. -Salesman ID added to customer tab -disabled "Select" button when order is status "S" (safeguard. can still manually bring up the order in Order Entry). Extended user-defined fields for customers, prospects, vendors, orders, pos, inventory. -can view/edit in main views -can set security on new fields -can create new fields from within Response using "New Field" button in "user-defined fields setup", no need for SQL Enterprise Manager. Customers -each tab in main customers view has a hot-key to free you from mouse use. Recalculate Unfilled Orders -added option to run "unattended" so no babysitting required. [ref: Deanna/Gooseberry] Daily Summary Analysis Report -can now sort and subtotal by Order Source (phone/mail/web/etc) Inventory -Catalog Pages tab activated in inventory items view. Shows item location in all catalogs. -drilldown now shows more bin information (pickable and rank). -Added Vendor ID to inventory lookup list (F4) for view/sort. Order Entry -Orders fully backordered when entered will be marked status "B" for Order Header, ShipTo, and Lineitems. No need to print and confirm a full backorder to get to "B" status. Picking Tickets - F5 refreshes the order/backorder number ranges. Purchase Orders - PO user-defined fields Area increased in size. - Extended user-defined fields supported. Workorders -can closeout a line (set to fully received) by setting the qty to the qty received. -now asks if everything printed okay before updating records when printing workorders. -new "components consumed" field in inventory to keep track of lifetime components consumed by manufactured items. -check/correct workorder status enabled in supervisor options (Assembly) menu. TransFirst (DPI) ECC -now supports "prepaid" orders -now supports "one pass" processing -retail orders sending card swipe data (when available) to qualify for lowest rates. -Can import reference#/auth code/auth date from website (ie. auths done on website and settled through Response) Upsell Cross-sell prompts -allows in-stream expressions which can be used to show price differences, data from files, etc. -example: when showing upsells, a formula is entered to show price difference instead of changing upsell text every time you change pricing. -Font colors supported via html syntax. example: This text is red. Colors supported: Aqua Black Blue DkGray Fuchsia Gray Green Lime LtGray Maroon Navy Olive Purple Red Silver Teal White Yellow Import Customers/Prospects/Referrals/Orders -Supports (Full Name) import parsing. will parse "Mr. Scott T. Weaver|CoLinear Systems" to title/first/middle/last/company name. Cost of Goods -New Flag Option - Use Inventory Unit Cost instead of lineitem item cost when calculating the cost of goods upon printing the order. Manual Allocation Override -Kits are manually allocated at the component level instead of the master level (to respect the new true FIFO allocation rules). ----------------- --- Bug Fixes --- ----------------- Lookup Lists -would sometimes come up with the incorrect highlighted record (usually one off) A/R Inquiry -hardcopy was not working. A/R Past Due -would mark customer past due if invoices exist that are not due yet (ie. negative days old). Added code to relieve "duplicate records not allowed in crtrans index.1" errors Check/Correct Allocated Items -"special allocation mode" fixed for multi-company users sharing inventory. Inventory -Clone Items feature was not respecting "Cost Information" checkbox, and ALWAYS copying cost information. -Kit Components could be changed when tabbing through the line, for no apparent reason. This has been fixed [ref: Dave/Eagle America]. -Warehouse-Specific Default Receiving Bin set automatically when main receiving bin set in inventory items for single-warehouse setups. Counter Sales -pricing was not respecting group qty pricing, media, or customer type pricing -tax was being calculated incorrectly when a discount was used -tax exempt items were not being respected -tax exempt customers were being charged tax -changing customer/media/customer type would not re-figure pricing -a declined card would not stop the order from saving -changing media code would not update lineitem media codes -new customer entry wasn't storing soundex/matchcode/entry date/mail flags. -deposit record now created for check entries -could get a "file not open" error when testing the credit card slip output -order could freeze and remain in "C" status -counter sales where change given would be saved in OSHIPTRN with a balance due. -inventory mtd/ytd unit sales were not being updated properly -could get a SQL NULL error when adding a credit card payment (rare cases) Drop-Ship POs -were being created with the incorrect expected date (based on inventor.lead_time instead of vendor (venditem) lead time). -were being created with the incorrect vendor item description (based on inventor.vndr_item_desc instead of venditem.vndr_item_desc). Customers/Inventory -extended user-defined fields (cust_d/inv_d) were not being shown in customer service lookup Customer Returns History -Net/Tax/Ship Charge/Restock figures were being truncated if too large. Check/Correct Order Status -now run as part of "general system check" in start of day. resolves fully shipped orders that remain status "P". Mailing-Lists/Labels -shows correct number of records in the mail label file after importing (wouldn't update before). Order entry -ShipTo Ship Method carries over to next order [bug 1019] has been fixed. -Default shipping method for customer type was not working properly [bug 1111] -backorder message "this item will be available for future shipment" for finished goods only checks workorders for current warehouse -backorder message "this item will be available for future shipment" now shows warehouse affected -backorder message "this item will be available for future shipment" message for purchase orders was showing incorrect expected date. -"Price is lower than cost" message would appear repeatedly, especially when refiguring group qty price breaks. this has been fixed. -Lineitem now stores where the price came from: Formula, GroupQty, Media, QtyBreak, Standard, Contract, Override - and displays in the "please note" section -ensuring proper customer record is deleted when the order is abandoned -entering a discount amount/percent could result in "record not found MEDIACD" and "attempt to edit/create in a protected file" -Flag for using LOGIN ID as Salesman ID working properly now. -Auto-titlecasing -- Name entered with III would become IIi, and Ivan would become IVan. -Item Alias entry would result in "please enter a valid record ID" error. -Customer "Last Order Status" would not update properly when confirmed. Physical Inventory -adustment difference is now being stored in receipts/adjustments (SYSINVRA) record instead of physical count. Picking Tickets -the "Order is currently being printed in another batch" whynot message added. This was ignored before, resulting in blank picking tickets. Purchase Orders -vendor item description was being displayed from the wrong table. it now comes from vendor-specific item information (venditem.vndr_item_desc) -check/correct on-order quantities was not working properly. now in native SQL. -entering a single PO Number for the range in PO Print could cause a DFRUN Error [ref: Beth/Tower Products]. Workorders/Manufacturing -Workorder expected date set from system date if skipped when creating new workorder. -cannot modify fully received or work in progress workorder lineitems. -worktrans records were not modified when jobs received, resulting in bin allocation problems. -components missing from printed jobs would result in the component not printing on the workorder and not deducting from inventory when received. The operator is now warned, and the job is not printed. -allocation was not working for workorders in mixed status (partially received). -the "F" status (partially received, partially work in progress, partial backorder) was never being assigned to workorders/lineitems. -workorder lineitem statuses were not always correct. -invbin.allocated not being calculated properly when check/correct allocated was run. -changing the qty of a workorder lineitem would break the qty received and work in progress for the lineitem. -sub-assemblies were not allocating when received (were off by one). -subsequent prints for a workorder would include previous jobs. this has been fixed. -unprinting a job would break the qty received (if already partially received). -vendor ID not showing properly on workorder lookup (F4). -workorder lookup by item number would not show any workorders if the item ID was 16 characters long. TransFirst (DPI) -SIC/Category Code was not always being sent properly. -changed to not decline transactions when timeouts/invalid password/merchant ID occurs. When these problems occur, just bill again. Upsell Cross-sell prompts -the "test" button, when testing hyperlinks would display an error. Import orders -tax and shipping amounts will import correctly whether imported to IMPS or IMPO. -special cases for closeout items handled correctly [ref: Dave / Bud Plant] -referrals were not being updated properly. Daily summary Analysis (DSA) report -qty backordered was including backordered workorder components. De-Confirm -credit card credits were not posting properly for deconfirmed orders (8.x bug only) "My View" -using the configurable "My View" tabs could cause data updates to run slow. Warehouse Picklist -was not showing on hand amount. ----------------- --- Usability --- ----------------- View label changed for Ctrl+L in Item Entry. "Line Item Comments" now reads "Warehouse Comments" to match shortcut listing for right-click. TransFirst -All "DPI" references changed to "TransFirst" -Disabled "Voice Auths" menu option if using TransFirst payment processing. -TransFirst transactions now being sent to new epaysecure.transfirst.com URLs. Counter Sales -"Cash/Check (F9)" button changed to "Payment (F9)" since it can now handle manual credit card entry as well. Check/Correct Inventory Committed rewritten in native SQL. Check/Correct Order Status added to Supervisor Options (orders) menu. Updated help menu "email support" option to prompt "please type problem summary here" Increased speed/efficiency of item pricing mechanism (non SQL), especially when group quantity pricing is used. "Credit Account" selection in final screen of returns changed to "In-House Credit" to avoid confusion. Error Notification Setup - removed option for setting filename. ALWAYS writes to syserror.log Read/Send Messages - removed useless "Notify" checkbox. Current Build # shown before login. ---------------------- --- 3051a Changes ---- ---------------------- Returns History by Item would only show the first return for that item. Using the scrollbar would show all returns. This has been fixed. Returns could be entered with a blank bin location. This has been fixed. Extra Picking Ticket Secondary Process added based on Batches/Picbatch/Lpicktrn, triggered by flag file picktick.exp. Alias Item Entry will now properly set Lineitem and Order media Code (if applicable). Start of Day -New Flag Option NOPASTDUE.FLG will disable the A/R Past Due checking at Start of Day. -Deleting old "T" status orders would not backout sales figures from customer/inventory/media. -The "Printed PO's" was not displaying properly. Counter Sales -Could type in ANY payment code instead of selecting from valid choices. -Accounts Receivable payment codes would not spawn Invoices or Account Receivable Master records for the customer. Orders entered with a discount amount without a percentage would settle incorrectly. Caused RCK problems as well. Order Import -Kits were not allocating properly. -Referrals were being overwitten in the customer file. -Closeout items would not allocate if only 1 item was available. -Shipping Charge would double or be set to zero in certain cases. -ShipTo Address would not be standardized though Web Service. Contract Pricing would not work if contract price was higher than standard price. Kit Masters would show "**This item is backordered**" when fully suggested in certain cases. Media figures would be overstated if media code changed on an order.