Date: October 7, 2005 These are the release notes for Response v9 (build 4019) IMPORTANT NOTE! Only Response 9.x users may install this update. --------------------------- --- Enhancements [4019] --- --------------------------- TransFirst Purchase Level II Compliance (tax information sent as necessary). Quotations (Alpha) Orbital (Beta) Prior Credit Cards used by customer (masked) are available for selection in the OE Totals tab. Inventory text prompt information can be copied from one to several items. Counter Sales - can add/edit lineitem messages (right-click lineitem to access). Counter Sales - will show "bad customer" code information for selected customer, if applicable. Phone Number is now searchable on prospect file (also used for phone dupe checking in OE). Picking ticket sub-batches (can break a batch of, say, 100 orders into 5 batches of 20). Receiving a P/O or receiving/adjusting inventory for a kit component will update the kit master(s) for that component (a nfew flag option activates this). Added "Receive Date" to PO by item, PO by number, Workorders by Item, and Workorders by Number lists. (tip for POs, Here> Add-ons > Purchasing > PO Review > POs by Item or POs by number) Imported orders with no shippable lineitems will move directly to "B" status instead of "E". Customizable Drop-Ship message (used to always be "** This item will be shipped Separately **"). Flag option dsmsg.flg. Send current Build/Configuration Data to CoLinear available in Help Menu and Start-of-Day. ------------------------ --- Bug Fixes [4019] --- ------------------------ Catalog pricing now works as advertised (requires flag option [catpric2.flg] to use catalog pricing instead of media pricing). Kit components are now excluded from the counter sales receipt If Response was already open before start of day is run, the very first order imported order could have the old system date assigned. Creating an item on the fly would cause "invalid value for inventor.pick_single_bin" {this bug introduced in 4018} Deleting the last backordered line of a "P" status order would set the shipto to status "S" but the order would remain "P". Reverse phone lookup would fill in the customer information for an order, but when the order was saved the customer info would disappear. Telemarketing Module - sorting by call time would not work correctly (sorted alpha instead of numeric). "Quantity cannot be greater than X for this discontinued item" would sometimes report a negative number. Inventory ID <> Lineitem ID message could appear during check/correct allocated. SQL Error when creating UFO records could occur during SQL version of check/correct allocated items. Old version of keyword search would appear when clicking keyword button instead of improved Boolean/Category version {bug introduced in 4018}. 'Record for Credit Card Transaction ID 0 not Found! Record this and Press Enter.' error could appear when reading in CC deposits. Orbital Declines would not report properly (instant authorization and "batch" authorizations/deposits affected). Importing TransFirst Reference Number would put an invalid credit card expiration date in the crtrans.expires field (not critical -- deposits will still function). Create an item on the fly would trigger error "value must be Y/N - pick_single_bin" upon saving the item. Lineitem.bo_qty field would not always display correctly. (this field is for reference only and should always be equal to lineitem.order_qty - lineitem.qty_shipped - lineitem.sugg_ship_qty - lineitem.allocated_qty. ------------------------ --- Usability [4019] --- ------------------------ Customer Number in Customer Service Lookup / Orders is now searchable/promptable. Counter Sales now has a right-click context menu on lineitems to allow "Price Override" or "Enter Lineitem Message". Added warning messsage when instant authorize button used in Order Entry when authorization code already received (prevents clicking more than once by mistake). Inventory Unit of Measure added to lineitem grid in order entry (view only), also in customer service lookup / lineitems. What's New added to help menu and Response status bar. Click to access web version of What's New in current build. Confirm Manifest Shipments added to Orders / confirm Orders menu (where it belongs ;-). Import options added to File / Supervisor Options. "Response today" graphs support user-specific configuration files. Telemarketing - added "Are you sure?" prompts to "disconnected" and "wrong number" options in call list. Added Vendor Item ID to Vendors Open PO Listing in the Vendors View. New Discover Card BIN Ranges 60117, 60118, and 650x supported (new ranges in effect October 2005). All previous builds of Response will report "Invalid Card Type" error in Order Entry if one of these new card numbers is entered. Orbital Interface "can't open input file" errors fixed from 4018 (also fixed in test version of 4018.3). WebHelp now send build information along with the web help request so we can show build or version-specific web help information. Flag to backorder (status "B") new orders when fully backordered now works for imported orders as well. Flag Files Changes/Added in 4019: -dsmsg.flg - Default message for DropShip items. Deault: "** This item will be shipped Separately **" -kitrecalc.flg - 'Automatically recalculate kit statistics when component inventory is received/adjusted. -quoteexpiredays.fil - 'Default number of days new quotes will expire.' - Default=90 {Quotations module in alpha release this build} -DoNotSendInfoAtStartOfDay.flg -"Uncheck the 'Send info to CoLinear' checkbox in Start of Day by default" ------------------------------- --- Picktick Changes [4019] --- ------------------------------- Optional Picktick Changes in 4019. These changes are NOT required. A new batch separator page was added to the standard picktick.rpt for 4019. NOTE: The new picktick.rpt is in Data4019.zip as picktick_4019.rpt. If you want to incorporate these changes into your existing customized picktick.rpt, the details of the changes follow: 1) Create a new formula called PrintBatchSeparator. Value = False. Save the formula. 2) From the "Insert" Menu, choose "Group". Group Settings: When the report is printed, the records will be sorted and grouped by: PICBATCH.BATCH : in ascending order. Right click on the new group, and choose "format section". Make the following selections: Format this new section with the following options: [x] New Page After Click the X+2 formula button next to "Suppress (no drill down)" and enter the following: not({@PrintBatchSeparator}) Click "OK" to save the section options. 3) Right-click on the new group Footer and select "Suppress (no drill down)". 4) Drag the new group ABOVE the existing group "@Group1Sort" Save the report. In the picking tickets view in 4019, there is a new "Separate into batches of:" checkbox entry. When used, the @PrintBatchSeparator formula in the picktick report (if the formula exists) will be set to "True", and a batch header page will print for each new batch created/printed. ------------------------------ --- Enhancements [4020] --- ------------------------------ Add/Delete stored credit cards for a customer added to Customers view (purchases tab). Add/Change/Delete prior ship-to addresses for a customer added to Customers view. Quotations Module (released from beta). Orders where media assigned by matchback are tagged accordingly {sysoent.matchback_used = 'Y'}. Added capability to import a file of Order_No/Media_Code to retroactively update all media-related fields. Optional Drop-ship logic modified with flag file to permit activation by "hot key only." Finder address look-up enhanced with Company Name and Email. Item Personalization Data (Advanced Item Personalization) may be imporded and modified/viewed in Order Import Maintenance. Authorize.Net and TransFirst now support prepaid items and "one pass" processing. Orbital now supports settling for higher than the authorization amount (and for voice authorizations). Address Verification Web Service now has a 10-second timeout so it won't hang excessively when a response is not received. "Skip Special Order Items" and "Skip Custom Items" checkboxes were added to "Select Items to Purchase" dialog for Purchase Orders. ------------------------- --- Bug Fixes [4020] --- ------------------------- Telemarketing Lead Salesman assignment in customer service lookup set to logged in user ID (if lead record does not exist). Inventory Cube was not calculated/set for imported inventory items where a length/width/height was specified. Vendor Item ID was not updated properly in Item Lookup (Ctrl+F prompt) when vendor item ID changed after the fact. Default bin for an item not set correctly when the existing default bin was blank for inventory items when transferring from a "Staging Area". When attempting to save an "on account" order for a "Past Due" customer, then subsequently unchecking the "past due" checkbox for the customer or raising the credit limit, the update would not be reflected in the Order, and you'd have to exit/reload the order to allow it to save. Lineitem Media (when different from order media) would not display properly below the lineitem grid in Order Entry in the "Please Note" field. Net Profit Margin calculation was incorrect when a discount amount without percent entered in OE. If the "use login ID for salesman" flag option is set, importing a prospect into an Order would retain the salesman setting for the prospect. This has been changed to set the salesman for the customer to the logged in user ID. A blank page could be displayed when printing picking tickets, and blank data sent to picktick Secondary Processes and Warehouse Picklist (bug introduced in 4018). PO Review by Item would display the wrong PO (the subsequent PO) in the "PO Review by PO#" view when clicking "Select". Could receive inventory through receipts/adjustments or enter a PO for variable kit masters. Neither are now allowed. Was inappropriately creating UFI records for variable kit master records (UFI valid only for component and regular items). Variable Kit Masters would not allocate/print properly when backordered components exist. Expected Delivery Date of kit masters could be calculated incorrectly based on non-backordered kit components expected date. Imported orders containing kits with finished goods as components would not expand properly. Authorize.Net could decline settlements based on transient processing errors. ShipTo/Order could remain in "P" status when completely shipped or "S" status when not completely shipped (rare). (DROP) bin location could be set to unpickable causing DropShip receipts to not allocate properly. The use of options "print pick tickets in picklist order" and "separate into batches of xx" at the same time in picking ticket could cause lineitems from different orders in the batch to combine into one large picking ticket, and the shipto information at the bottom of the picking ticket would not match the top. This has been fixed. Sales Tax Rate for imported orders could be wrong when the ShipTo information is blank and the option to copy BillTo information to ShipTo when ShipTo is blank is used. ------------------------ --- Usability [4020] --- ------------------------ Customer A/R "Past Due" checkbox and # days past due are now visible in Customer Service Lookup. Credit Card Display in Customer Service Lookup after password entry formatted for easier readability. Format from Payment Code entry is used. e.g. #### #### #### #### for Visa. "Copy Text Prompts" button would not auto-relocate when inventory view was resized. Bin "Allocated" label changed "2 Be Picked" to avoid confusion with inventory allocated amount. Item "Aliases" will be checked before using the lookup file in Order Entry when the entered Item ID does not exist. If alias used, popup will say "ID entered: xxxxxx is Alias for yyyyyyy", if lookup is used, message says "ID entered: xxxxxx found in lookup file for: yyyyyyyyy". Fix Mis-Allocated Received DropShip POs added as a menu option under File Maintenance Utilities and Supervisor PO Options. Check/Correct PO Status changed menu hot-key to "C". (used to be "S" and overlap with PO Setup). Changed Order Lookup (F4 list) column label from "PO Number" to "Cust. PO" to avoid confusion. Added attachments/notes button to Telemarketing Call List for visual indicator that notes/attachments are available for customers/prospects in the call list. Added CRTRANS ID to View Credit Card Transactions. Order Audit Step logged for "change order status". Setting callback date/time for a Telemarketing Lead will default date to Today's Date. Removed www.fastforward.envmgr.com as a valid URL for web-based address correction (now offline indefinitely). Flag Files Changes/Added in 4020: -NoDropShipPrompt.flg' - 'Never prompt for Optional DropShip Items. Use Ctrl+D hot key only.