Date: November 30, 2005 These are the release notes for Response v9 (build 4020) IMPORTANT NOTE! Only Response 9.x users may install this update. ------------------------------ --- 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.