Date: January 20, 2005 These are the release notes for Response v8.1 (build 3054(b)) IMPORTANT NOTE! Only Response 8.x users may install this update. Be sure to REVIEW ALL the Update instructions. There is an extra step in 3054b to download a special file KitServiceItems.vd7 to fix kits with service items --------------------------- ------ 3054b Changes ------ --------------------------- Temporarily disabled SQL kit expansion pending a rewrite to consume fewer server resources (i.e. kitsql.flg, even if present, has no effect). Overall "sluggishness" due to non-local filelist handling is resolved. Authorize.Net single order authorizations is now functional . Fixed "DISPID" errors for UPS OnLine Tools when using Windows XP sp2. --------------------------- ------ 3054a Changes ------ --------------------------- Order Import - "Special Handling" - Prev. transferred? message changed to "Hold for Special Handling". General - "File Not Open" error occurs when accessing Inventory Items view in multi-company setups. Cut/Copy/Paste shortcut keys not working on numeric entry forms. User-Defined Fields - "Simple Lookup" information grayed out for user-created string fields. Customer/Prospect/Finder lookup list would not always display the correct address information for the highlighted customer in the lower left. "Insured Value" changed to "Declared Value" in UPS related tools. Returning a kit master could create a blank bin for the kit master. Confirm Manifest Shipments - list now displays shipments for the current company only. Matchback option in Exceptions to Review could cause Response to freeze. Matchback option in Order Import Maintenance would not update lineitems. Manifest export records (MEXPORT) were not being deleted when an order/shipto was unpicked. External user-defined fields (INV_D) were not being copied when cloning an inventory item. External User Defined Fields (*_d.int) - problem with .INT files fixed. Symptoms were that demographic info could only be entered for a single item/order. This has been fixed. SYSOENT fields can be addressed in formulas as part of A/R Finance Charge Rules. Record Not Found errors could occur after changing the qty ordered of a kit master and using SQL Stored Procedures. --------------------------- --- Enhancements [3054a] --- --------------------------- SQL Rewrite [Phase Two] Order Entry Lineitem Entry/Saving optimized. Check/Correct Utilities Check/Correct Allocated Items Check/Correct On Order Quantities Check/Correct Order/ShipTo Status [fixes status P orders/shiptos that should be status S] Check/Correct Inventory Committed NOTE: SQL Stored Procedures are now created with chgfiles.vd7. There is no sp_update.vd7 utility to run. All stored procedures needed by Response will be created by this utility (retroactive). When you run chgfiles as part of the update to 3054, the stored procedures will be created in your database. They won't be used, however, until SQL.flg is created to enable the SQL procedures. Inventory Items Inventory View is now sizeable (limited functionality to allow viewing of more demographics fields -- more resizing enhancements to be added later) Item Tax Exempt Formula - if present, overrides the tax exempt checkbox for items, used in Order Entry and Order Import. Example: books tax exempt in canada would be specified in a formula as (SHIPTO.COUNTRY="Canada") Flag Option - nfrkeywords.flg - can optionally include "not for retail sale" items in keyword/alias lookups. Replenishment Item ID - Specifies a "master" item from which inventory can be transferred for replenishment. Example: Item IDs 101A, 101B, and 101C can all be replenished from item 100's reserve location. Item Restrictions - disallow selling an item when certain criteria are met. Specified as a formula in inventory items screen. Example: don't ship fireworks to Georgia specified in a formula as: (SHIPTO.STATE = 'GA') Vendor Rank added to item/vendor listing grid. Flag Option - vendrank.fil - sets the default vendor ranking for new vendors added to an item. Order Entry Alt+I or Alt+F9 (zoom) in Order Entry lineitem screen will bring up inventory maintenance screen for the active item. ShipTo Entry now automatically brings up the address correction screen when you tab into the empty address line 1 field (as it does when entering customers in the order entry view). Flag Option - norecalctax.flg - All system tax calculations can be turned off with a new flag option (useful for companies who import tax and don't want Response to recalc). New order cancellation SPE hook, driven by CANCELORD.EXP. Can be used, for example, for email notification when an order is canceled. Order cancellation could cause the system to freeze up for extended periods. This has been fixed. Check Writing (add-on) Customer Refunds Report and Over/Under Payments reports may be accessed from the main check writing screen. Manifest (add-on) "Checker" added to mimport/shipmts view in addition to "Picker" and "Packer". Counter Sales (add-on) List Price added to counter sales item grid. Personalization Personalization window enhancements ------------------------ --- Bug Fixes [3054a] --- ------------------------ Customers Display of zip+4 would truncate. Inventory Changing bin-related figures in inventory view (rank, refill qty, etc. in the bin locations grid) would cause the system to freeze for extended periods, especially for (NONE) and (NOBIN). Pricing Utility - importing prices from a file would not work properly unless all fields were wrapped in double-quotes. This has been fixed. Inventory Item Formula Pricing - if formula pricing was present, it would always return $0.00 price. This has been fixed. Order Entry ShipTo entry was not genderizing names (Mr. Ms. etc.) ShipTo entry was not updating left-hand display when address standardizing. Customer/Order demographics in could not be enabled/disabled with security system unless both were set to enabled/disabled. Fixed typo "Compoents[sic] not deleted for line...". When converting a prospect to a customer and prospect's LAST media is blank or unassigned, the prospect's original media is moved to the customer's last media. Prior to 3054, the prospect's last media was moved to customer last media regardless. A "duplicate records not allowed in file SYSOENT" error could occur if highest order number in the system was attributed to an imported order on hold. Importing a Finder or Prospect record using Ctrl+F or Ctrl+P in order entry after finding a customer record could sometimes overwrite the existing customer record. [reported by Tower Products]. Electronic Credit Card Processing Authorize.net - an instant authorization declined for AVS would still save the auth code with the order. Declined deposits could cause the system to stop responding (3054 beta users only). Allocation Manual allocation override was not working properly for kit components - was causing master to suggest and components to backorder and vice/versa. Kit master suggested ship qty could change while order was in printed status. Check/correct allocated items was not doing a "complete" job of figuring available quantities, especially for kit masters. Prior to 3054, would have to be followed with check/correct inventory committed. This is no longer necessary, as check/correct allocated items will do the "complete" job. Accounts Receivable Printing Invoices - if the specified starting invoice is higher than the highest printable invoice, the highest invoice in the file would print. General Document Attachments (Ctrl+A) - cursor changed to hourglass when opening the attachment (visual indicator that something is happening). Web Address Correction - if a PO Box and a street number were provided, data was being returned in reverse order. [Reported by Lehman's]. When opening/closing multiple windows, closing a window would not always take you to the window you were on before (focus problem). This has been corrected. Fixed typo "Note: Check Writing module dectected[sic]." Declined Credit Cards secondary process was not always generating for the same orders/customers listed on the report. Open orders report would fail with formula syntax error (fixed in 3053b). Check Writing (add-on) Checks were being created for $0.00 if the checks threshhold was set to $0.00 and the balance due was $0.00. Picking Tickets Order action (audit trail) for print/reprint would not be logged if order was not part of a batch. [reported by Gooseberry Patch] When printing "all" or "one liners" the ranges for "entered orders" and "back orders" were combined, and all orders, whether entered or backordered, would print from either range. This was corrected to only allow backorders from the backordered range and entered orders from the entered orders range. [reported by Gooseberry Patch] Discount Percent was not calculating discount amount correctly on picking ticket for multiple shipments. [reported by J. Marco] Choosing to output picking tickets in warehouse picklist order could result in full backorders being combined on the same picking ticket [reported by Eagle America] Receive/Adjust inventory When activating the view, data from a previous operation would display on the screen. Import Orders Imported orders will now be put on exceptions list if customer is marked bad. [reported by Bud Plant] ------------------------ --- Usability [3054a] --- ------------------------ Electronic Credit Card Processing TransFirst login screen changed to epaysecure.transfirst.com (old dpisecure.com login screen no longer exists). TransFirst - declined deposits will not change the CRTRANS record_type. This way an attempt can be made to deposit the declined deposit later. Authorize.net - INQUIRY filename changed to mmddhhmm.anet, RESPONSE (reply) file name changed to mmddhhmm.anet_reply. Inventory Items Added "modify" shortcuts to inventory maintenance screen next to formula entries (opens expression editor). Preferred vendor added to customer service lookup/ inventory, can be used for searching. Order Entry Added "requested ship date" to each shipto in order review screen. Picking Tickets Credit Card Number standardized to show only last 4 digits (instead of first 12 digits). This was done without changing picktick.rpt. General Customer Lookup Grid - pressing enter in the "last name" constrain field is now the same as hitting the key. Default SQL Server Lock Timeout set to 15 seconds. Before, was set to wait indefinitely for a lock timeout (resulting in application "not responding" when waiting for a lock to be released). Set lock timeout in milliseconds via LockTimeout.flg "Support email" option in help menu indicates whether using SQL Optimized option. Delete "T" status orders is now a Supervisor Options (Orders) Menu option. New Flag Options DPITEST.flg (changed) - processes TransFirst transactions in LIVE mode, but displays the URL post data and result data when sending/recieving transactions. vendrank.fil - sets the default vendor ranking for vendors added to an item. nfrkeywords.flg - include "not for retail sale" items in keyword search and "active" item lookup. norecalctax.flg - do not calculate tax in the system, ever. Useful for companies who import ALL orders and want to use imported amount. locktimeout.flg - set default SQL lock timeout in milliseconds.