Date: April 26, 2006 These are the release notes for Response v9 (build 4021) *************IMPORTANT NOTES!************** Only Response 9.x users may install this update. PC-CHARGE has been discontinued as of this version. If you are using PC-CHARGE do not install this build. ------------------------------ --- Enhancements [4021] --- Details on the 4021 - 4022 enhancments can be found here (cut/paste link into your browser): http://support.colinear.com/doc/Administrative+Upgrades+Utilities/v9_4021_4022.doc ------------------------------ PO Item Selection optionally driven by SQL Statement. Up to 700% speed improvement and infinitely configurable CommerceV3 shopping cart integration for importing orders UPS OnLine rates are now available to use in shipping charge formulas (typically to support "actual shipping charge" calculations) Item Verification (scan items in the box) has been updated to be more user-friendly TransFirst ECC Enhancements Installment Billing (in beta) New "Installments to Collect" report (in beta) Optional payment descriptor (prints on customer statement), configured by an expression New Imports: Catalog Definition (CATHEAD, CATSECT, CATPAGE) Inventory Quantity Price Breaks. (INVENQTY) Vendor/Item Information (VENDITEM). Import Customer Shipping Addresses (CUSTSHIP) Import Data from Mail Order Manager(tm) to facilitate conversions to Response Hold Reasons setting to optionally require manager release Item Associations (aka "Market Basket Analysis", statistics-based algorithm to suggest cross-sell products) in OE. Generic TAPI-compliant computer/telephony interface, send screen-pops to agent's station when caller ID matches an existing customer (in beta) Continuity Module, e.g. "Wine Of The Month Club" (pre-beta) New fields added for inventory entry date (not indexed) and last edit date (indexed). Ouotation Module (enhancements) Allows pre-setting payment information (driven by flag option) Warn when selecting expired quote from customer screen Quotation order source no longer automatically retains for the next order Can optionally print quote when saving. Specifying a discount percent would not account for rounding error. e.g. 10% off 49.99 would resolve to $5.00 instead of $4.99. Record Attributes (new feature, global) - checkbox on/off settings for user-defined characteristics, e.g. [ ] Email Newsletter [ ] President's Club [ ] Referral Partner User-Defined Fields (aka Demographics) Enhancements "Text" type fields can be optionally displayed in a multi-line edit Character and numeric fields can specify a width Field manager view is now resizeable Formatted text display (for cross-sells, etc) supports instream formulas when placed in curly brackets. ABC-123 only {get_pricediff("DEF-123")} more. etc. Shipping Calculation Overrides (e.g. free shipping criteria met in shipping charge calc can override and return 0.00 or certain media/customer combinations results in a fixed shipping shipping charge - e.g. $2.00, $5.00 or whatever) Inventory Create Date / Last Edit added to the Inventory Items | Sales/Cost tab view Color highlighting can be assigned based on an expression (e.g. highlight your top customers in a GOLD background color, highlight customers who return items too frequently in a RED background color) Order status "B" can now be selected from the order status pulldown in order entry (previously, only E/H were available). ------------------------- --- Bug Fixes [4021] --- ------------------------- One aspect of "Ghosting" (viz. another order appears on screen after entering a lineitem) has been fixed Order Cancellation problem (where the next or subsequent order is mistakenly canceled instead) fixed Record Not Found (Status <<25>>) that occurs when you close Order Entry screen problem fixed Entering/removing alias items for an inventory item would not properly update the item lookup (Ctrl+F) list Sysoent.matchback_used flag now set when media selected from multi-matchback list Vendors with numerous purchase orders or workorders could take an excessive time to load in Vendor screen Vendor item description was not being saved in inventory keywords when that option selected View title for "Interval" lookup was erroneously labeled "Salespeople" Shipto.tax would not always calculate properly Lineitem.bo_qty was not always being set properly AVS information could be sent incorrectly on instant authorization from order entry Personalization Data Import was not working correctly - would truncate when importing data1/data2/etc When importing orders and importing the CVV value, the prior credit cards for customer (CUSTCARD) would not store properly HtmlHTTP form post requests involving ampersand "&" characters could cause problems reading data on the server side Could not remove a record "note" once added to record notes/attachments (would always label with username/time/date, even if blank) Mail Merge (print letter) would not find the correct customer/prospect from the all "print letter" buttons Deconfirming could cause wrong transaction amounts to post for credit card credit Item marked "not for retail sale" could be added to an order Quotes were updating inventory committed/units/sales/profit when changing from quote to order back to quote ADDITEM: tag from specialized cross-sell prompts would not always add the item to the order correctly Bold text in cross-sell prompts could show past edge of window Importing order with deposit amount would not generate a DEPOSIT record Grid objects were not always showing up on object level security settings. ------------------------ --- Usability [4021] --- ------------------------ Removed old PC-Charge, IC-Verify, and WebAuthorize from ECC options (no longer supported/used) Added purged history button under Customer Service Lookup | Customers Purged History view now resizeable Added "Send Email" button under Customer Service Lookup | Orders Removing customer prior shipto addresses will not send to beginning of list (helpful when you have many records to edit/remove) Item tree view in order entry was not available for finished goods Increased maximum number of pickticks you could print in a single batch from 1000 to 9999 (believe it or not someone needed this!) Activity Log / Set Callback / Lead Prefs buttons added for Prospects screen and Outbound Telemarketing Module Enabled "jump to" buttons for expressions in PO Setup Telemarketing Call List can now sort ascending/descending when clicking the column headers Clone Items dialog now pops up with all checkboxes unchecked Now displaying SQL Database for OPTIONS database under Installed Options list in Company Setup (useful for RCK users) Import File Map tool (mapping fields to your import file), resized screen to make all field names fully visible Small memory leak in html/xml form posting corrected Flag Files Changed/Added in 4021: QuotePayMethod.flg - Retain payment method information when saving order as quote ItemAssnExpr.fil - Use this expression to display item associations during order entry installmentprimary.flg - assign installment billing based on Primary item shipment ccdescriptor.fil - descriptor to print on customer credit card statement (TransFirst only) oespecialcolorexpression.fil - expression to drive color highlighting in Order Entry NOTE: user-defined highlighting color will be supported in Customer Service, Returns and other views wherever customer data is accessed in a future release (v9.1)