Date: July 19, 2006 These are the release notes for Response v9 (build 4023) *************IMPORTANT ************** Only Response 9.x users may install this update. For additional notes and screenshots of the new features in this release, please see http://www.colinear.com/relnotes/4023_Release_Notes.doc --------------------------- --- Enhancements [4023] --- --------------------------- Authorize.Net - Installment Billing Authorize.Net - Merchant ID based on Customer Type Can restrict authorizations by shipmethod or by item (in addition to % shippable constraints) for ALL processors, new orders and backorders. Can specify media group when importing media codes. [sponsored by Bud Plant Comic Art] New field in Inventory [ ] Do Not Backorder [INVENTOR.DO_NOT_BO]: Item Verification (scan-into-the-box) updated. Optional SPE upon completion of scan verification. Can specify number of boxes (for SPE use). Supports item lookup codes (aliases, upc, isbn, vendor item id). Optional Credit Limit Hold Reason - automatically places an order on hold for the reason specified if over credit limit (overrides manager password). Added a "Convert to Customer" button on the Prospects View [sponsored by Discount Paper]. Copy Text Prompts - option to copy prompts by product class added. Keyword Search in Customer History view now searched item description AND item ID. Inventory Transfers - Can import a file of transfers. [sponsored by The House] ------------------------- --- Bug Fixes [4023] --- ------------------------- Quotations When converting a quote to an order, the "order date" is now set to the current operating date. Warning: "Cannot edit quote! 12345 already exists." error message could appear with another similar error, was confusing. Customer default payment method replaces "QUOTE" as payment code when converted to order. UFI records were not being updated properly when converting a quote to an order. Paymentech - Address records A3 and A4 could truncate at 30 characters, causing bad ZIP AVS declines for long addresses. This was corrected. [Gooseberry Patch] Orbital - Declines would not write to crtrans.auth_reason_cd, thus you couldn't see the reason code in "view credit card transactions". [Crafts Americana] When importing lineitems on an order using an ALIAS item ID, the item could save without checking "do not backorder", "discontinued", and "closeout" constraints. Inventory Items - Could display data for incorrect Item ID when showing committed and allocated "zoom". [rare] [Tower Products] Mailing Lists & Labels - Address Correction (CASS) was not working properly. [Gooseberry Patch] Order Entry - ShipTo View Shipping Method was not validated against shipmeth master file (could enter bad data). Opening a separate order entry session, then closing it, going back to existing order could create a duplicate ShipTo record. [Tower Products] Order Entry When finding an existing customer, the default media for the customer, if inactive, would still default for the order. In this case we now set to (NONE). If using flag to never prompt for Optional DropShip items, an optional DropShip item, once marked as drop ship = "Y" could get set to drop ship = "N" if the lineitem was re-edited. This has been fixed. Drop Ship Message could get cleared from the lineitem message in certain cases. Option to only recalculate item prices using a hot-key was not working properly. Group Quantity Pricing was not working properly for the first item on the order. Could get "Item "" not found in item database. Create this item now?" message could appear for blank item ID entry. Apply Credit dialog would display for quotes for customers with credit available. This has been fixed. Changes to order user-defined fields would not be applied when saving a quote. Matchback dialog selection, when multiple matches were found, was not displaying automatically when order was saved (when configured to do so). Media Code from finder/matchback when auto-matched when saving the order was not getting updated with sales/profit. Customer/Prospect Audit Trail was not merged during merge/purge. Order Import Maintenance (Exceptions) Could enter items marked Do Not Backorder / Not for Retail Sale. Order Shipments "Add Shipment Details" button changed to "Add New Shipment Details" to avoid confusion. Added MultiPay button, to show paid and outstanding payments due for the shipment. Picktick - Reprinting a single order could leave a temporary batch in "printing in progress" status. PO Receive - Changing the item cost/price upon receiving would not update the weighted cost of inventory IF the item had 0 on hand. Keyword Search - duplicate row info (same item) could appear twice in boolean keyword search. ------------------------ --- Usability [4023] --- ------------------------ now including UFO/UFS/UFI in picking ticket SPE for purposes of displaying/using %shippable, etc. added get_sqlquerytext expression function [Magnets USA] - useful in SPE's when we don't have a certain function and you want a SQL statement to return text information, e.g. {get_sqlquertext("select shipmeth_desc from shipmeth where shipmeth_code = 'UP1'")} added get_OrderHasItem expression function [Advanced Results Marketing] - used to determine if an order contains a particular item (for merchant billing purposes) fix for custom reports "Unable to connect: incorrect log on parameters." [Bud Plant] Report Scheduler updated for Crystal 10x/11x runtime and Response v9. Installments to Collect report (for installment billing) updated with page numbers. Clone Item Can specify vendor item id and vendor item description. If vendor item id exists in another item, you get a warning. Check All and Uncheck All buttons added. Counter Sales Audit Trail information written for counter sales order to Order/customer activity log and created_by/last_edit/prior_edit. Deposit record written for CASH sales as well as checks (used to only write deposits records for CHECKS). Setup screen includes lookup lists for Item/Idle display expressions for Pole Display. Customer Service Lookup Multipay Code added to Orders display. Ordering of Quotes Fields aligned to be same as Orders (for consistency). In rare instances, pressing a button in customer service lookup could act on the wrong record (comments / customer / inventory / etc). Credit Card Expiration date now shown as MM/YY (used to be MM/DD/YYYYY). Could get "Record not found" errors when choosing a quote / edit the quote / re-save the quote, then go back to customer service / quotes screen. Customers View / Shipping Addresses tab Now highlighting the current/active row for visibility. Media Import - Media List Code and Contents Code default to "(NONE)". Inventory Items - Added "View" button to Inventory Web Description to display formatted text, if available. Clicking "cancel" on the Save Quote dialog for an existing quote, could leave the quote in the Order table in "T" status. Inventory Pricing Utility - added options to skip discon/closeout items. Lost Demand Reason Code lookup made resizeable. Order Audit Trail made resizeable. -------------------------------- --- Flag File Changes [4023] --- -------------------------------- CreditLimitHoldReason.fil - Automatically put orders on hold for this reason if customer over credit limit.