Date: October 26, 2006 These are the release notes for Response v9 (build 4024) *************IMPORTANT ************** Only Response 9.x users may install this update. --------------------------- --- Enhancements [4024] --- --------------------------- NEW! Multiple division support (optional module) which provides separate division support within a single Response dataset. Multi-company, by contrast, provides independent datasets (orders, customers, etc.). Orbital - sending customer address (AVS) information for settlements so "managed" transactions will qualify at lower rate if re-auth is required. HOT! Media Matchback - Added "perform matchback on prior orders" option with ability to use the most recent media code if multiple matches found. Update Order/Media Code Import - import a list of order numbers and associated media codes to find and overwrite any existing media code assignments for those orders.. TransFirst Mandatory Association Change (MasterCard Requirement): Card Not Present transactions and recurring transactions contain a customer service phone number. Previously the “Customer Service Phone Number” field was optional. BETA! Order Import - supports importing eCheck information for processing via Authorize.Net. (NOTE: Order Entry support will be added later. Other processors (e.g. TransFirst and Paymentech will eventually be supported as well). BETA! Email directly from Response via SMTP (beta). Security: Registry ServerPassword now 3DES encrypted in hkey_current_user/software/colinear/response. Counter Sales Option to set default batch code for counter sales. New option to suppress pick advice popups. New option to include bin location on printed counter sales receipt. Expression Editor Expressions can now be up to 4096 characters. Can load/save expressions. Item Verification Added "ignore kit masters" and "ignore kit components" checkboxes. Generic Telephony Interface (TAPI | PBX) Added configurable display of Customer/Prospect information Displays the called number (DNIS) and can optionally take actions based upon it (e.g. summarizing the promotion for the CSR) Supports multiple matches on phone number (scroll through and select the desired record). Resizeable display ------------------------- --- Bug Fixes [4024] --- ------------------------- Quotations - Drop-Ship POs could be inappropriately generated for a quotation. Customer who placed a quote and subsequently orders something could remain as a "temporary" customer and be potentially deleted without error. (created_by = TEMPCUST) Quotes info could be modified in the normally read-only Customers/Quotes view grid UFO/UFI (unfilled order/item) information could be incorrect for quotations (when converting quote to order). Saving a quote would not return Order Entry to the "Customers" tab, as saving a new order does. If modifying a quote, could close Order Entry and the quote would remain an order type record rather than changing to a quote record. . Picktick - Kit Master - Hard Allocation Backout and deallocation corrected (ie mismatch in bin location for components, need to backorder the entire kit at time of print when we can't find enough components in bin locations). Order Import - Merge to Existing Customer would not update the existing customer's phone number with newer information. Ship Method and Batch Number were not automatically UPPERCASED. Catalog page Import - Would error on "invalid section". Kits Kit components could sometimes and incorrectly confirm an order's lineitems to status "S" or "P" when "B" is warranted. Counter Sales Customer type (in sysoent) was not always properly set when finding an existing customer. "On Account" counter sales would update accumulated payments and balance due, even though no customer payment yet received. (now works properly, same as order entry/confirm) Stock could rarely be allocated/picked from an unpickable bin location. The "default" invbin record was sometimes assigned to a kit master item.. Order Entry Saving Prospect from ShipTo screen would not update Prospect Entry Date. "this item is backordered" could overwrite a formula-based lineitem message. Media popup on new orders could take a long time to load, and make Response appear to "hang". Kit Masters added with inventory text prompt hot-links would not expand components properly. Orders declined for CVV failure, when updated, could send the old/stale CVV code when reauthorized When using "select order" from customer service lookup, the wrong order could appear (from an already open order entry windows). NOTE: At least in part responsible for the "disappearing order" scenario. PO Entry Vendor/PO user defined fields would not always display/update properly. Prospects Convert to Customer button would not set customer entry date or created_by/last_edit. Check/Correct Allocated Items Was sometimes calculating % shippable incorrectly for orders with kits Updated so you don't have to run check/correct inventory committed after running check/correct allocated items. ------------------------ --- Usability [4024] --- ------------------------ Credit Card Summary Report - Authorize/Deposit - summary screen showing # and $$ per card type now allows max 99999 orders instead of 9999. Allocate Inventory to Lines Progress display would show item previously allocated, not the item BEING allocated (confusing). Inventory - Web Info tab was flaky in terms or display and resize properties. Added Alt+P hot-key to move directly to the UPC code field "Select" button in "Customer Orders" screen prevents "S" status orders from being selected Added Start-Of-Day procedure to automatically detect and correct any blank contents/list codes records. The irrelvant question "Should each item automatically be restocked into inventory?" was removed from Order Entry (didn't do squat) Order Lineitems view - lineitem message field now resizes horizontally for long description/notes. Vendor Price Changes - Ctrl+C = Cut, Ctrl+V = Paste, Ctrl+X = Cut are now working in Vendor Price Changes grid. Response Login - now limiting login name to 10 characters to prevent audit trail errors (Tower Products report) Fix Misallocated Kit Masters - can now specify beginning AND ending order number, and the fix routine now works better. "Shipment Lines" window would not resize properly - buttons would disappear. Start-Of- Day could incorrectly report an invalid "date of first order" for the unprinted orders dialog. JUST ADDED! Assembly/Finished Goods - service items now work properly when used as a component of a finished good. No need to manually receive stock. -------------------------------- --- Flag File Changes [4024] --- -------------------------------- new default for CNCLSTAT.FIL - Only allow users to cancel these statuses - if not defined, defaults to T|E|D|H, was '' make_order_sql.flg - Use SQL mode for the Import Orders Make Order process. IMPORTANT!!!!! Does not support drop-shipments at this time (should be in the next build). SuppressCSPickAdvice.flg - Suppress the Counter Sales 'picking advice' popups when stock not found in store bin. POSDIVISION.fil - Division to use for Counter Sales NOTE: This is referring to the new Multi-Division Module. POSBATCHCODE.fil - Batch Code to use for Counter Sales PBXCUSTOMEREXP.fil - Expression used to configure the display when a customer calls in PBX Interface PBXPROSPECTEXP.fil - Expression used to configure the display when prospect calls in PBX Interface PBXNOFOUNDEXP.fil - Expression used to configure the display when neither a customer nor prospect is found by the PBX Interface