Date: April 11, 2007 These are the release notes for Response v9 (build 4026) *************IMPORTANT ************** Only Response 9.x users may install this update. --------------------------- --- Changes in 4026a ------ --------------------------- Fixed problem introduced in 4026 where the price for the last lineitem on an order could change or become zero if one moved away from and subsequently navigated back to the Items tab after calculating the ship charge for the order. {Thanks to Dennis Cason at National Allergy for originally reporting this problem and patiently awaiting its resolution.} Fixed problem introduced in 4026 where the View Order button in Orders on Hold displayed "No order selected." when this was clearly not the case. Added "ship complete" information to Customer Service Lookup / Orders. Added "order demographics" button to Customer Service Lookup / Orders. Fixed tax calculation in Returns where counter sales items sold with an order discount amount would not always calculate the tax amount to refund correctly. Undeposited/Shipped Credit Cards listing report would include deposited eCheck transactions. Authorize.Net would not correctly handle subsequent installment deposits on a multi-pay order. Vendor/Item Import (VENDITEM) could overwrite std_cost, rank, and other information when run in UPDATE mode. UPS OnLine Tools registration wizard would fail when retrieving UPS License Text (the target moved and we had to modify our interface accordingly). --------------------------- --- Enhancements [4026] --- --------------------------- New Module! Continuity Order Processing (e.g. Wine-of-the-Month Club), Beta Catalog Header Demographics Customer Buying Groups (variable terms and pricing) Discount Formulas (works like shipping charge formulas) Reverse Phone Lookup added to Customers, ShipTo [Tower Products] Inventory Items Added ISBN10 field (supplements the existing ISBN-13 field). "Ship in Full" checkboxes added to Order and ShipTo screens (works in addition to the existing SHPFUL hold reason functionality). Vendor Color highlighting expressions supported in Vendors, PO Entry/Edit/Receive. Revenue by Vendor Report. Workorder item selection using optional SQL statement. ------------------------- --- Bug Fixes [4026] --- ------------------------- Error message "invalid message msg_general_setup" could trigger when entering company setup. Counter Sales Shipment records (OSHIPTRN) for credit card orders would reflect a zero total_amt_due, which caused the DSA report to not include credit card payments in deposit column. [Eagle America] Tax Exempt customer could be charged sales tax at ShipTo level (rare). Order Entry On Account credit limit override suppressed when order in S status. Auto credit limit hold changed to yes/no/cancel question where yes=place on hold, no=override with password, cancel=return to order. Personalization auto-prompt was not working properly for kit master items. Importing a prospect would not translate prospect type to customer type properly (would always set to CNSMR). Purchasing Demographics information would not resize properly. Credit Card "One Pass" fix for drop-ship POs -- would not print since auth_code not present. "Select items to purchase" had non-sequential tab order. Titlecasing Ivey incorrectly changed to IVey. ------------------------ --- Usability [4026] --- ------------------------ Attribute Create Date - added new date field to attributes (Ctrl+A) to record when the attribute was checked. Customer Service Lookup Full Credit Card Number access logged (failure/success, user, and username used). [The House, who pointed out that this is now a PCI compliance requirement] Multi-Division Allow setting Customer Service Phone Number per division per recent TransFirst guideline changes. SMTP Email can embed multiple images. signature support added Fix Misallocated Kit Masters Utility now accepts an order number range. now fixes more kit allocation anomalies. Orders on Hold [View Order] button added. Accounts Receivable and Deposits Entry Payments received info stored in customer activity log. PBX - TAPI interface Closing/re-opening screen could result in error. option to "bring to foreground" when call received added added test/debug mode option to show call/line info. added option to disable "called ID" retrieval - not supported for some PBX systems and would cause error. Purchasing Can enter ship via and tracking information for received drop-ship POs (info is added to shipment record for tracking in customer service). Returns New Flag Option to disable allocation as returns entered (speeds up returns process for large backorder situations). Installment Billing Optional setting to allow "shipping and handling only" on first payment. [Advanced Results Marketing] TransFirst Payment Processing Can enter a credit via counter sales. Multi-Division Merchant ID support. Merge/Purge Customer and Prospect merge utility now merges quotes and attribute settings. Update Kit Statistics Utility now skips discontinued items and, consequently, will run faster. Misc. Payment Processing Credit card or on account order with a cash/check deposit amount would reflect the deposit amount on subsequent backorder shipments. Expressions NEW! get_is_in_category function to determine if an item is in a category. optional parameter will search subcategories. usage: get_is_in_category(item_id, category, iOptionalSubCategories)) to -------------------------------- --- Flag File Changes [4026] --- -------------------------------- Expression to set color based on vendor data. [VendorColorExpression.fil] Formula for calculating discounts in Order Entry totals tab. [DEFAULTDISCOUNTFORMULA.fil] Do not perform item allocation as items are returned (Allocation must be performed using Allocate Inventory to Lines). [NORETALLO.flg] When a call is received, bring the PBX screen to the foreground and make it the active window. [PBXBringToForeground.flg] When a call is received, do not attempt to retrieve the number dialed Called ID . Causes problems on some TAPI systems. [PBXDONTGETCALLEDID.flg] Amount to forgive on prepaid continuity orders. Default is 9.00. [ContinuityForgive.fil]