WinPRISM 22.4.x+ to WinPRISM 23.x RELEASE DOCUMENTATION

Transcription

1 WinPRISM 22.4.x+ to WinPRISM 23.x RELEASE DOCUMENTATION July,

2 WinPRISM 23.x Table of Contents POINT OF SALE... 4 POS Register / Transaction Improvements... 4 A/R Transactions... 4 Insert Printers... 4 Miscellaneous... 4 POS WPAdmin... 7 POS Miscellaneous INVENTORY CONTROL ICS Item Maintenance/Inventory Maintenance 101/ ICS Markdowns ICS Serial Number Maintenance ICS Item Matrix Maintenance ICS Rental Number Maintenance ICS Course Requests ICS Campus Maintenance ICS Order Decision Maintenance ICS Term Maintenance ICS Vendor Maintenance ICS Physical Inventory ICS Inventory Worksheets ICS Manual Sales ICS Close Sales Month ICS Sales Events ICS Catalog Maintenance ICS Enter Mail Order ICS Ship Mail Orders ICS Refund / Exchange ICS Stock Ledger Reports ICS Report Generator / Reports ICS Proposed Purchase Orders ICS Autogen Proposed Orders ICS Incoming Message Maintenance ICS Post Buyback Totals ICS Buyer s Guide Inquiry ICS Session Setup ICS Buyback List ICS Stolen books ICS Merchandise Transfers ICS Receiving ICS Enter Invoice Information ICS Enter Specialized Invoice Information ICS Proposed Return Entry ICS Autogen Returns ICS Maintain Credit Requests ICS Resolve Credit Requests

3 ICS Want Lists ICS Miscellaneous WPAdmin Locations WPAdmin Department / Class / Category WPAdmin User Security WPAdmin Group Security WPAdmin System Parameters WPAdmin Purge WPServer / WPConsole INTEGRATED ACCOUNTING IAS General Ledger 201, 213, 221, and IAS A/P Credit Memo Maintenance IAS A/P Select Invoices for Payment IAS A/P Generate Checks IAS A/R Customer Maintenance IAS A/R Transaction Inquiry IAS A/R Invoice Inquiry IAS A/R Aging Reports IAS Statements IAS Purge Applied Payments IAS Journal Entry Maintenance IAS Membership Transaction Inquiry

4 POINT OF SALE POS Register / Transaction Improvements A/R Transactions Blank Birthday Field (422748) An issue has been corrected in the customer address/info dialog in WPPOSREG. If an A/R Sale or an NMRP 1 sale was done against an existing customer whose birth date field was NULL within the Customer table, an error message: "Datetime field overflow. Fractional second precision exceeds the scale specified in the parameter binding." would display when the customer address/info dialog was closed. The error was only being seen in Microsoft Windows XP environments and has been corrected. Insert Printers Half Sheet Inserts with NMRP (416475) Code was added for NMRP which caused the Half Sheet insert to not work correctly on transactions that were not tendered with A/R. This has been fixed so that a Half Sheet insert will print correctly on tenders that are not A/R. Transaction Inserts (411425) The Transaction insert template now prints 40 characters wide. Miscellaneous Aborted NMRP Sale (401463) The request was created to ensure NMRP transaction details were being deleted off the main server when transactions on the distributed server were aborted. When an NMRP item is added to a transaction, this creates the NMRP Transaction detail record. Previously, if the item update job picked up an NMRP Transaction Detail record before the aborted transaction was completed, the NMRP Transaction Detail record was then not deleted off the main DB. This has been corrected and any NMRP Transaction Detail records that are part of aborted transactions are now deleted in subsequent item updates to match the distributed server. Tender Group Corrections (401014) The request was created to eliminate the need to manually fill in the tender amount on the POS register's tender screen when a linked tender was chosen from a list grouping. Previously, if a tender was chosen manually from a list, the tender amount was returning to $0.00, whether or not the amount entry required flag was set. The tender amount is now filled in to the amount due and, unless changed, remains that amount when the tender is chosen. Refund Receipt (401025) When a refund transaction was turned into an account refund by checking the "Account Sale" checkbox in the Tender Totals screen, the POS receipt was saying "Account Sale" 1 Neebo Managed Rental Program 4

5 with negative numbers rather than "Account Refund" with negative numbers. This has been fixed so that the receipt says "Account Refund", Transaction Inquiry says "Refund" and the POS Electronic Journal says "Account Refund". NMRP Returns (401513) When an NMRP return was done, it was causing previous transaction's Subtotal and Total fields to change in Transaction Inquiry. This has been fixed so that the Subtotal and Total fields for any transaction keep their original amounts when an NMRP return is done. Return Rental Items (407105) Full retail returns were being allowed at the register for an already returned rental item. The rental item had been rented via the register, then returned via Buyback, and then refunded at the register, and was correctly documented in Rental Number Maintenance under the history tab as returned. This was occurring whether the return/refund was done prior to or after the refund date of the rental. This has now been corrected. Digital Sale and Refund (401431) When a sale of a digital textbook (jumpbook) was done followed by a refund of the digital textbook, the POS jobs were failing, since the sale and the refund were both being done on the same item update cycle, and the refund was going first. This has been fixed so that when a sale of a jumpbook is done and it is refunded right away, the POS jobs continue to run without error. Post Voids No Longer Cause Sales Out of Balance (411417) An issue with post voiding transactions at the POS registers has been corrected and should not cause sales to be out of balance when posting. Can Now Post Void Rental Transaction (401420) If a rental transaction was post voided, an error message was given. This has been fixed so that transactions that contain rental items can be post voided. Now transactions containing rental and NMRP items can be post voided and they are treated as refunds by the back office system. NMRP Return (401456) When doing an NMRP return, the register screen showed all fields as zeros, which is correct. However the receipt was printing a dollar value for the item, and subtotal and total fields. This has been changed so that the receipt matches the register screen and zero dollars are displayed for the item, subtotal and total fields. WinPOS Now Allows. (407111) WinPOS would not allow a customer ID to contain a ".". However, WinPRISM allows customers to use periods in their customer IDs. The WinPOS register now allows a "." to be entered in the Customer ID field. 5

6 Collect Credit Card for NMRP Rental (409951) When the "Collect Credit Card" checkbox was unchecked in WinPRISM > Inventory Management tab > Item Maintenance > Rental Number Maintenance > Hammer Menu > Rental Configuration for NMRP rentals, the WinPOS register errored, since a credit card is required for NMRP rentals. This has been fixed so that when an NMRP transaction is done on WinPOS, a credit card is required and can be inputted, regardless if the "Collect Credit Card" checkbox is checked in WinPRISM or not. Icon Change (414468) On the POS register, the "Outstanding Rentals" icon has been changed from a CD to a red book. Disallow Price Overrides on NMRP (401417) NMRP rental prices can no longer be edited. If an override is attempted on an NMRP rental, the message "This change is not allowed on NMRP rental items" is displayed. This is because Error With Multiple Rentals (401405) When a transaction has three or more rentals, the receipt was locking up and giving the error "Query Timeout Expired when clicking OK to complete the transaction. This has been fixed, so that the receipt prints correctly and no error is given when a transaction contains three or more rentals. Post Voids and Rentals (401415) The request was created to correct the manner in which post voids were working at the register with regards to rental item refunds. When a rental refund was post voided, previously the post void of the rental refund transaction would not be allowed and instead appeared to be aborted, but yet the post void of the refund would still process. This has been corrected so that the post void of a rental refund transaction completes successfully. TI Refund (400990) When a TI is done at the register to refund a transaction at POS, if the transaction has a quantity of more than one as well as a discount, editing the refund quantity now results in the discount amount being adjusted to match the quantity entered. Check Cashing Transaction (407159) When a check cashing transaction is done and a negative number is entered for cash back, the transaction was completing causing the sales to be out of balance. This has been fixed so that a negative number is not allowed on cash back. Check Endorsements (401189) The Check Endorsements were not always printing the information fully. Depending on the printer, the check endorsement text would get cut off so that the entire contents of the endorsement were not printed. This has been corrected so that all the text will print no matter what printer is used. The check template has been coded to fully print forty characters wide and be left justified. 6

7 Customer Savings (401131) The "Customer Savings" amount was being displayed incorrectly on exchange transactions. This has been corrected so that if an exchange was done and the customer exchanged an item for an same item or one of equal price the "Customer Savings" would not display. If the customer exchanged an item for another item and saved money the receipt would display "Customer Saving" with the correct dollar saved. Tender Information on POS Receipt (407168) The Tender information was not showing on the POS receipt because of a null value for NMRP setting in Rental Maintenance > Hammer menu > Rental Configuration > Neebo Managed Rental Program > Participate in Program checkbox. This has been fixed so the tender information prints on the receipt whether or not this checkbox is checked or unchecked. POS Jobs and Deleting Rentals (401224) Deleting rentals were causing the POS Distrib update jobs to fail. This has been fixed so that the jobs continue to run correctly when a rental is deleted. NMRP Transaction (431161) A new user/warning message has been added to the WinPOS register when doing an NMRP rental transaction and not all the required customer information is populated on the customer tender dialog. When clicking OK at this dialog after blanking any of the special NMRP fields or leaving them blank, the following prompt displays: 'A valid <birthdate, , govt id or agency - whatever is missing> is required for a Neebo managed rental transaction.' Once the customer information is complete, the transaction is allowed to continue as normal. POS WPAdmin Register Totals Report Date (400974) The Register Totals report from store closing was printing the wrong date, because the regional and language format setting from the control panel was set to "English (Canada)" instead of "English (United States)". This has been fixed so that the report will print the correct date, regardless if the setting in Control Panel > Regional and Language > Format is set to "English (Canada)" or "English (United States)". POS Discount Report Changes (401003) An enhancement has been done to the POS Discount report to include "Cashier", "SKU" and "Transaction #". These fields have been added to the report which can be ran from WPAdmin > POS tab > Register > Closing Reports Setup > Discount report and from WPAdmin > POS tab > Register > Closing Reports Setup > Reports menu > POS Discounts. 7

8 Register Totals Report Receipt Range (401007) An enhancement has been done for the Register Totals reports. A line has been added to the end of each page of the report that says "Receipt numbers for requested data range: (Receipt # - Receipt #)" showing the receipt range for the requested date range. The receipt range shows on both reports whether it's run from WPAdmin > POS tab > Parameters > Registers > Reports menu, or from Closing Reports Setup. A/R Reconciliation Report and Mail Order Membership Report (401031) The A/R Reconciliation Report located on the POS Closing Reports menu and the Mail Order Membership report located on the Ship Mail Order Reports menu under More Reports has had some corrections. The Account Code and Account Name now display on both reports, previously these fields were being left blank. The shipping amounts on the Mail Order Membership report were also being doubled and that has been corrected. POS Daily Transactions Report (401041) The request was created due to an issue with the "POS Daily Transactions" report. The report, when run for All POS's, would display Mail Order and Web Orders. The issue has been corrected so that the report only displays POS transactions. Tax Jurisdictions (401139) The request clarified when a customer address zip code will match or not match zip codes explicitly entered into WPAdmin Tax Code Groups. Previously, if a jurisdiction or customer zip code were the same numbers, but contained a dash or space after the 5th character of a 9-character zip code (extended zip) then the tax would not be calculated on web/mail orders. This ensures that a space or dash will be accounted for when checking customer zip codes against jurisdiction zip codes when either one or both are extended. If the numbers differ from one another, tax will not be calculated. POS Credit Card Settlement (401194) The request was created due to an issue with the "POS Credit Card Settlement" report not properly showing Rental Not Returned charges, which was causing the report details and totals to not match up with the "Mail Order Register Totals Report". The "POS Credit Card Settlement" report is found in the WPAdmin "Closing Reports Setup" module. The issue has been resolved and the report is now including the Rental Not Return (RNR) charges. POS Transaction Inquiry (401151) Transaction Inquiry was not showing the correct price when a sale event was on the transaction. This has been corrected to show the right price and matched what is seen on the register. Post Void Report Added (400981) The "Post Void Report" has been added to the Reports Menu from the Closing Reports Setup module. The Post Void report also has a Date Range parameter that allows the user to run the report with a selected date range, including all the post voided transactions within the date range entered. 8

9 Non-merch Locations (401159) The request was created due to an issue with the WPAdmin "POS Non-Merchandise" and "MO Non-Merchandise" modules. It was possible to change the location of a nonmerchandise item after it had been purchased through the system. This has been changed so that the non-merchandise location can no longer be changed once it is added to the system. Rental NR Removed from POS Pay In (401116) The Rental NR column has been removed from the POS Pay In/ Pay Out module as it does not apply. This column is still available in the Non Merchandise module. Closing Report Enhancements (401068) An enhancement was added to the POS Net Sales By Tax Code reports generated at store closing time from WPAdmin/POS/Register/Closing reports setup. "Grand Total" lines were added at the end of the following reports: POS Net Sales By Tax Code (ran from the preview button of the closing reports setup module) POS Net Sales By Tax Code On Demand (reports menu) Register Totals Report (401060) The Register Totals Report has been changed to filter out Mail Order Transactions. Cash Count Deadlock (407148) A deadlock message was being given when Cash Count was being used. This has been fixed so that Cash Count works correctly. Post Void Totals (412970) The Post Void Totals report was only printing when selecting it from the Reports menu. If the report was ran from the Closing Reports Setup module, an "Enter Parameter Values" window was displayed and the report would not run correctly. This has been fixed so that the "Post Void Totals" report generates and prints correctly from the Closing Reports Setup module. Tender Summary on Register Totals Report (401355) The POS Register Totals Report was not printing the tender summary correctly when the same tender was used more than once on the same transaction. This has been fixed so that the tender count is correct on the Register Totals Report and includes every tender used including the same tender used multiple times on the same transaction. Queue Settlement Server (409965) The request was created to specifically use the Queue Settlement Server field within WPAdmin POS General Parameters for completing RNR transactions. This field must be filled in with the IP address of the server where the credit card processing software resides. If the field is left blank, the value in the Queue Server field will be used. The RNR transactions created within WinPRISM will default first to check the Queue 9

10 Settlement Server field, so if an invalid IP address is entered in this field, the RNR transaction will not complete. Net Sales by Tax Code (401199) The request was created due to an issue with the "Net Sales by Tax Code" report which is found in the WPAdmin "Closing Reports Setup" module. The "Non-Taxed Sales" section of the report was not showing the correct amount under the "Ext Price" column. The issue was corrected and the report is now displaying the correct data. Tax Tables (401136) This request eliminates an error that was being returned in previous versions when 'no table' was chosen as the tax table field within the Add Tax Code dialog in WPAdmin Tax Codes. In this version, the "No Table" option can be chosen without a subsequent "Invalid Tax Table" error message that was being returned when creating a new tax code in this manner. Disabled Tenders (401059) The request was created to disallow specific locations and/or POS systems 2 from using tenders when the tenders are marked disabled within WPAdmin Mail Order Tender Codes. If a tender is disabled within one location/pos systems edit tender dialog, but enabled in the header of the module, it will not be available for use at whichever location/pos system it is disabled for. If the disable field in the header is checked, it will not be available for use at any location. POS Purge (401123) There was an issue where a customer purged their transactions and then attempted to balance in Cash Count. These purged records were set to "historical" and were not included in the Cash Count records. This has been fixed so that "historical" records that were purged still get included in Cash Count. Tax Code Description Issues (401187) When closing the store (WP Admin>POS>Register>Close Store) or reloading sales (WinPRISM > Inventory Management > Sales Maintenance > Manual Sales > Hammer Menu > Reload Sales Records) if an existing tax code description ended with a % sign and the POS Code was blank, the message "Invalid format specification %" was being given. This has been changed to "POS Tax Code is not defined for tax code (tax code)" and the '%' will no longer be displayed in the tax code within the error message. POS Transaction Report (401006) The POS Transaction Report has been modified to include the card name (Visa, MasterCard, etc) under the "Tender" column and the card number masked all but the last 4 digits under the "Account" column for RNR transactions. 2 POS system in this context is referring to the POS SYSTEM field in this module, which contains the separate web/mail order platforms for each location. 10

11 POS Non-Merch Report Changed (412965) We have add two new parameters, Include Aborted and Include Suspended to allow aborted and/or suspended transactions on the POS Non-Merch report in the POS Transaction Inquiry module. POS Credit Card Settlement (407178) The request was created to correct an error on the POS Credit Card Settlement Report from WPAdmin Closing Reports Setup. Any mail/web order transactions that were done previously were being counted as refunds in the tender summary portion of this report - even if the mail/web order transaction was a sale. That has been corrected and mail/web order sales are being counted and totaled as positive values where refunds are counted and totaled as negative figures, the same way as the POS totals are being figured. Problem with Settlement Report (407178) The request was created to correct an error on the POS Credit Card Settlement Report from WPAdmin Closing Reports Setup. Any mail/web order transactions that were done previously were being counted as refunds in the tender summary portion of this report - even if the mail/web order transaction was a sale. That has been corrected and mail/web order sales are being counted and totaled as positive values where refunds are counted and totaled as negative figures, the same way as the POS totals are being figured. Transaction Inquiry Sale Event (401151) Transaction Inquiry was not showing the correct price when a sale event was used on the transaction. This has been corrected to show the right sale event price and matched to what is seen on the register. POS Miscellaneous Full Download (414456) Previously, there were two issues with running Full Downloads from POS (registers). First, Full Downloads from POS first perform a backup of the database. Previously, if there was an issue with a Full Download where it failed for any reason, it would not restore the database back to its original state. Now, if the Full Download fails, it will restore the backup. Secondly, if a store with multiple POS locations performed a Full Download for one location and it failed, then a Full Download could not be performed for the other locations. This issue has been resolved so that if one location fails, the other locations can still to do Full Downloads. Full Downloads and Rentals (414477) Changes that were made for rentals caused the full download to fail. This has been fixed so that the full download completes correctly without error. 11

12 Textbook Validation Causing Slow Full Download ( and ) When financial aid accounts had textbook validation turned on, a full download was taking a very long time to process. This has been fixed so that a full download runs efficiently and quickly when financial aid validation of textbooks is turned on. Failsafe Full Download Not Working (425084) The full download is now working on a Failsafe register. Massive Updates for POS Transactions (425087) Certain situations were causing a massive update of all transactions on a distrib box, which would cause the jobs to fail. This has been corrected. Shift4 POS Credit Card Settlement (425085) When running the Shift4 Issue Log report from WPAdmin > POS tab > Register > Closing Reports Setup > Reports > More Reports > POS Credit Card Settlement for a specific date range, the log was printing all of the log information and not just for the date range specified. This has been corrected. Shift4 Generic Error Message ( and and ) When performing a voice authorized transaction and clicking cancel on the 'Authorization Number' dialog, the generic timeout message is no longer displayed, and a more meaningful one is displayed. Shift4 Delay Added (421700) We have added a 3 second delay before sending the 07 request for Shift4. Shift4 Changes (420178) The timeout value is now being used for the full amount. The Requester Number, Token, and last 4 digits have also been added to the 07 request. Finally, we are now checking for a new error number from an 07 response with a response code of e. Tender Retail not Accepting Spaces (401155) Previously, there was an issue with the Tender Retail service, where it was not stripping out blank spaces at the end of the customer. This has been fixed so the system strips out these characters. Customers Not Updating Properly (414475) There were several issues with customers who had multiple billing addresses. First, if a customer address was updated on the distributed server, the address which was updated on the main should have been the default billing address, but instead, was the non-default address. Secondly, a full download should only send over the default billing address for each customer. These issues have been corrected. 12

13 Shift4 Partial Authorizations (411434) Partial authorizations have been added for Shift4. When a transaction is ran and tendered with a credit card that does not have sufficient funds the following message is given to the user: Tender was only paritally authorized! Authorized Amount: $###.## Amount Due: $###.## A second tender can then be used to finish the transaction or the transaction can be cancelled which will reverse the amount that has already been charged. 13

14 INVENTORY CONTROL ICS Item Maintenance/Inventory Maintenance 101/102 Timestamp Added to Stock Adjustment Report (401053) The request was created to provide an enhancement to the Stock Adjustment report within Item Maintenance. The report now contains an exact timestamp of when each adjustment took place and displays that date/time under the "Adj Date" column. F9 Report Corrections (401013) The request was created to modify the behavior of some F9 reports in WinPRISM that were performing inconsistently. If the F9 reports are accessed and any report tab within the F9 reports is chosen, and the user then escapes by pressing F9 again, the arrow keys on the keyboard are no longer frozen and items in the detail grid can be accessed with the arrow pad. Also included in this change, is whichever F9 report is chosen when the user exits the F9 reports will be the first displayed report the next time the F9 reports are accessed in that module. Rental Quantity Added (401050) A new Rental Qty column has been added to the GM tab in Item Maintenance to make it more consistent with the Textbook and tradebook tabs since GM items can also be rented. New Stock Adjustment Dialog Options (407109) New parameters were entered in the Stock Adjustment dialog to force users to enter a valid reason code and/or comment, based on what is set in the WPAdmin system parameter settings. In WPAdmin/System Parameters/Inventory Management, there are two new parameter settings: Stock Adjustment: Require User to Select Reason and Stock Adjustment: Require user to enter comment. Activate these options by checking the checkboxes. In WinPRISM, in Item Maintenance, the new parameter can be seen in the inventory stock adjustment dialog box. Note that the reason and comment box are blank. This is the default when the checkboxes are checked. When an adjustment is made up or down, then OK is clicked, the message, Stock Adjustment Reason is Required, will display and not allow the adjustment until a reason is selected. If after selecting a reason, click ok, without a 'comment' in the comment box the message Stock Adjustment Comment is Required will display and not allow the adjustment until a comment is entered. Once both the reason code is selected and a comment is entered into the comment box, the stock adjustment is allowed when clicking OK The same function occurs in the Inventory Maintenance module stock adjustment dialog from the hammer option. Security Options on Item import (401156) The request was created due to an issue with the Group Security settings for the "Import Item" hammer menu option in the "Item Maintenance" module. The hammer menu option was originally set to only be available to Super User logins. This both implements the security for the Hammer Menu option and also adds the parameter to turn it off and on in the WPAdmin "Group Security" module. 14

15 Negative Costs Not Allowed (401174) The request was created to not allow negative costs to be entered for items within WinPRISM Item Maintenance (Tx, Tr, GM, PKG). If a hyphen or spacebar is used in the cost field within the "Copy/Add Inventory, the cost figure will remain positive. Item Maintenance Security (401171) The request was created due to an issue with the group security permission for the Item Maintenance" module. The issue was that the "Convert Inventory to ISBN 13" hammer menu option was enabled for a user that should only have had access to Reports for the item Maintenance" module. The issue has been resolved so that a user with these permissions can no longer use the hammer menu option. Binding Type for Jumpbooks (401205) The request was created as an enhancement to WinPRISM to add a new Binding Type. The type is "Jumpbook" and can be assigned to Textbooks and Tradebooks in the "Item Maintenance" module. Deleting Items With Non-Merchandise Codes (401208) The request was created to allow items with non-merchandise items attached in Inventory Maintenance to be deleted from the system. Previously, if an item contained an automatic non-merchandise record, it could not be deleted from the system due to a database conflict. Refresh Issue with Shelf Locations (401172) In Inventory Maintenance, there is a problem with upper/lower case shelf locations getting saved in the browse/edit dialog. Previously, if there was an all upper case shelf location in the browse/edit grid and the user deleted this and added it back in later, in all lower case or a mix, the newly added shelf location would be displayed in the browse/edit, but when selected would still display the all uppercase shelf location until the browse/edit was completely refreshed. Rent Only Checkbox (400989) A new checkbox, Rent Only, has been added to Inventory Maintenance, the Copy/add inventory dialog, Order Decisions, Report generator, and Course/product export for web. When this box is checked, it should prevent customers from being able to buy the book, or GM item, on the website. This parameter ONLY controls the website, and has no effect on the POS registers, or manual mail orders. With this being said, users can purchase a Rent Only item on a mail order. Item Import Report (409957) The Item Import Report has been corrected. 15

16 ICS Markdowns 104 Duplicate Markdown Records (401078) The request was created to ensure items that were added to a markdown multiple times on the same record were not marked down twice when an instant markdown was applied. Now if an item has been added twice and a markdown is attempted, a message will appear stating "SKU has been entered twice on this markdown. You need to delete the duplicate SKU OK". Autogen and Markdowns (407115) The request was created to ensure items aren't automatically removed from a markdown record if the autogen criteria for which they were added to the record is changed to something else that no longer includes those items. If an item exists on a markdown record that was added via the autogen filter, and then that autogen filter is changed to no longer include that item, the item is marked 'inactive' on the markdown record. The items that meet the new markdown autogen criteria will be marked down the next time a scheduled/instant markdown is applied. Markdown/Write-Off Report (407180) The request was created to correct the Markdown/Write-Off report to display items that have been written off in WinPrism Markdowns to display as $0.00 on the report. Previously if an item was written off, the process of converting that item s price to $0.00 was not being reflected on the report. Markdown Issue (407115) The request was created to ensure items aren't automatically removed from a markdown record if the autogen criteria for which they were added to the record is changed to something else that no longer includes those items. If an item exists on a markdown record that was added via the autogen filter, and then that autogen filter is changed to no longer include that item, the item is marked 'inactive' on the markdown record. The items that meet the new markdown autogen criteria will be marked down the next time a scheduled/instant markdown is applied. ICS Serial Number Maintenance 105 Make Serial Numbers Ten Characters or Longer (401160) The request was created due to an issue with the "Serial Number Maintenance" module. It was possible to add new Serial Numbers which were less than 10 characters long, and it was then possible for those Serial Numbers to be confused with SKUs. The issue has been corrected so that Serial Numbers must be longer than 10 characters long. 16

17 Agreement Securities (401170) The request was written due to an issue with group security permissions for the "Warranty/Rental Agreements" module. Groups with only "Inquiry" rights to the "Warranty/Rental Agreements" module had access to change header records in the module. The issue was corrected so that header record fields are grayed out for users with only Inquiry rights. Same Serial Numbers Used (401043) In Serial Number Maintenance, the same serial numbers were being allowed to be entered and used for the same SKU at two different locations. This was occurring in two manners. First in the Serial Number Maintenance Modify dialog, the serial number could be edited manually and changed to an already existing serial number. Also, after receiving a purchase order, in the Quick Serial Number dialog, the same serial number was assigned via the autogen. This has now been prevented and the system displays the warning message 'This serial number already exists' and does not allow the duplicate to be added. ICS Item Matrix Maintenance 106 Price Tag Printing (400984) The request was created due to an issue with printing Price Tags from the "Item Matrix" dialog. There were two problems noted in this request. Depending on what module the "Item Matrix" dialog was opened from and then Price Tags printed, either the wrong number of Price Tags would print, or the Header tag would print for the quantity rather than the Price Tag itself. The issues have been resolved so that the Price Tags prints for the correct quantity and the Header tag prints only once, if applicable. ICS Rental Number Maintenance 1012 Rentals Not Returned Report (401435) The request was created due to an issue with the "Rentals Not Returned" report that is found in the "Rental Number Maintenance" module. The report header displays four fields: Period, Customer, SKU, and Status. There was an issue where the "Customer" field would display a Customer's Name when the report had actually been run for All Customers. The issue was resolved and the report header field will now display "All Customers" if the report is run for all customers; or it will display the Customer's Name if the report is run for a specific customer. Rentals Returned Report (407146, ) The request was made to ensure all books that have been adopted for an open term appear as such (Y) on the Rentals Returned report. Any rental title that has been adopted and is returned through WinPOS or the buyback modules will show up with the Adopted status of Y. Books that are not adopted have the status of N. Previously, used books were displaying with an N at all times. Also, when running the Rentals Returned report from the Rental Number Maintenance module, prior to the report parameters dialog displaying 17

18 the following message was occurring: "All queries combined using a UNION, INTERSECT, or EXCEPT operator must have an equal number of expressions in their target lists. Selecting OK took users to the report parameters, where the parameters could be entered and the report generated. This problem has now been resolved and the message has been removed from display. Due Date (388588) The request was created to ensure the Due Date is available within the rental period dialog when the Neebo Managed Rental Period box is unchecked after having previously been checked. This dialog is within the rental configuration of WinPRISM Rental Number Maintenance hammer options. The Due Date for NMRP and Partnership periods will always remain read-only in these dialogs. Sent Date Added (399219) The request was created to ensure a Sent Date is assigned to an NMRP transaction detail record for NMRP refunds. In previous versions of WinPRISM, this field was being set during the midnight run, but it was updating the Sent Date of the original transaction. This was causing problems on the wholesale database. Now, the sent Date field for NMRP refunds is set when the midnight run occurs for that particular refund, but it does not update the Sent Date for the original sale. It updates the transaction status on the wholesale database but the sent Date itself for an NMRP transaction detail record does not get updated when its respective refund is sent. NMRP Check Report (399981) Rentals are displayed on the NMRP Check report generated from the Reports menu of the Rental Number Maintenance module. The report includes rentals rented in the specified date range set in the parameters for a specific location and will also include refunds for any rentals originally done within the date range displayed as a negative. The addition of an XREF column to the detail report should help with verification of rentals via Rental Number Maintenance (detail/history) and a SKU summary option was also added to the parameters as a checkbox. The summary report provides a summary by SKU of all rentals rented or refunded with a qty column (total rentals for SKU) and the total rebate (check total) for each SKU. This report gets updated with rentals/refunds after the midnight run has occurred. At the end of the detail report, a check total has been added so the user will know the check amount for a specific location and date range. The SKU Summary report also has a check total in addition to a total rental quantity. Change Billing for Non-Super Users (400995) This enhancement gives non-super users the ability to "Change Billing Information" and "View Tender Information" within the context menu of WinPRISM Rental Number Maintenance, history tab. Previously, this ability was only available to super users. Now if the user's group is set to "View CC numbers" in WPAdmin Group Security --> Rental Number Maintenance, for the appropriate subsystem, then that user will have the ability to use these options. 18

19 Sort Order Added (401020) The request was created to add a new sort order to the report parameters for the Rentals Returned report found in WinPRISM Rental Number Maintenance. The report now contains a sort order of NBC Partnership/Store Also, duplications are no longer being displayed on the report. Not Returned Run by Multiple Users (401191) The request was created due to an issue with the "Process Not Returned Billings" hammer menu option in the "Rental Number Maintenance" module. Previously it was possible for two users to use the hammer menu option and both users could run the process at the same time which would cause the process to fail, or the cards to be charged twice. To resolve this issue a module lock was added to the hammer menu option so that if a user has the dialog active then no one else in the system can use it until the first person is done. Not Returned for more than one Period (414464) The request was created to enhance the RNR process when more than one rental period is chosen in the "Process Not Returned Billings" dialog within WinPRISM Rental Number Maintenance hammer options. Previously, the RNR process was taking a length of time that was determined to be too long. The following processes that occur during the RNR billing have been changed: The error prompts that came up when there was a problem with a guarantee tender have been removed. The user is now prompted with the errors at the end of the process. Errors are being logged in the Rental Process Log and can also be displayed on the Rental Process Log Report from Reports --> More Reports. The RNR process is only checking against the periods chosen and against outstanding rentals for those periods, rather than all rentals/periods. The RNR process now performs one check for valid tenders on selected periods at the beginning of the RNR process rather than a new check for each period. Reason for Card Failure Added (407107) The request was created to enhance the Rentals Not Return report within WinPRISM Rental Number Maintenance --> Reports menu. When the "Include Billing Info" box in the report parameters is checked, the line on the report where an RNR has failed will now contain the response from the credit card software as to why the RNR failed. NMRP Pricing Change (416472) When a store s retail price for an NMRP item is low enough, it could be less than the rebate amount for the NMRP item, resulting in a negative or zero rental price being calculated when the item was adopted or when an existing NMRP item was updated in Rental Number Maintenance. Both the hammer option NMRP add/update titles and the midnight run will update/adopt new items in Rental Number Maintenance. Now when a new NMRP rental price is calculated and the rental price is zero or negative, it is not allowed to be adopted or updated in Rental Number Maintenance. Instead, in both cases, with new NMRP items and when updating existing items, they are added to the adoption sent to the stores. The is sent to the address listed in Rental configuration under 'NMRP '. On this adoption , there is a new section at the bottom that 19

20 states: The following textbooks have NOT been added or updated in the Neebo Managed Rental Program because your store s retail price was lower than the NMRP rebate amount, and then it lists each item by SKU/ISBN and title. This gives the store the opportunity to go back into Inventory Maintenance and increase their store retail price so that when the new rental price calculation is done, it will not be zero or negative and the item can be adopted or updated in Rental Number Maintenance. NMRP and Returning New Textbooks ( and ) The request was created due to an issue with returning New Store Managed rental textbooks (NTX) while NMRP is enabled for a store. When you return a store managed NTX rental, the system should reduce the "Rented Qty" and "New SOH" amounts and should increase the "Used SOH" amount for the SKU. This was not happening for Store Managed rentals while NMRP is turned on. The issue has been resolved so that the quantities do get adjusted. NMRP returns did not get affected by this change. For NMRP rental returns, the "Rental Qty" and "New SOH" amounts will decrease after a return but the "Used SOH" will not get adjusted, because the store is to send the item back to Nebraska as part of the NMRP program. Check for Jumpbooks (401367) As WinPRISM automatically adopts in titles for NMRP based on term, any title that already exists as a Jumpbook or as a Serial Numbered item was getting automatically adopted as well. This should NOT have been occurring. Jumpbooks or Serialized items should NOT be auto created into an NMRP rental but instead should be skipped by both the midnight run and the 'Add/update titles' hammer option from Rental Number Maintenance. This has been fixed for both. Tokens and NMRP (401457) The request was created to alter the way tokens are received and stored during the midnight run for the NMRP services. Previously, if the service had not finished tokenizing the requests before the next call was made, there was a potential for the tokens to be stored incorrectly or deleted. During the midnight run, the tokens are now retrieved and saved, before any of the calls are made. Those tokens are then validated (to insure they're still valid) and used for all the service calls during that midnight run. Rentals And Web (401453) The request was created due to an issue with WinPRISM sometimes sending the incorrect Store Retail amount to the web service. There were instances occurring in the field where a rental transaction was placed and then the item's price was changed- before the midnight process ran (NBC Utility). This caused the item's newly Retail Amount to be sent to the web service instead of the expected original amount. The issue has been resolved and we are now always sending the correct amount, even if the item's price has been changed. NMRP Fields Transferring to NMRP Central (411422) When making a change to the NMRP customer information (billing or shipping addresses or birthdate), when the customer has multiple addresses for both billing and shipping, the 20

21 updates were not flowing across to NMRP Central (customer database) when the nightly midnight run was made. A change was made to the sending logic to give priority to the billing address, and the default address, when determining which address to send in. Return Rental Items at POS (407149) The request was created to ensure NMRP rental history was transmitted from the main database to the distributed POS database so NMRP items that were rented in Mail Orders could be returned at the WinPOS register. The distributed database is updated with the rental history information during the update jobs and titles that are rented in Mail/Web order transactions can now be refunded or returned at the WinPOS register, depending on the refund/return cut off dates. Mandatory Rental Barcode Flag with NMRP (401365) The request was created to force the use of Rental XREFs while NMRP is enabled on a WinPRISM system. Previously, users were allowed to control whether Rental XREFs were required or not, whether NMRP was enabled or not. Now, as soon as the "Participate in Program" checkbox for NMRP is checked, then the "Dynamic Rental" and "Mandatory Rental Barcode" checkboxes become checked and are grayed out (disabled) so that the user can not uncheck them. Those two checkboxes become reenabled and editable when NMRP is turned off. Importing Expiration Date with Rentals (401364) The request was created due to an issue with importing some Web Orders which have rentals. If a Credit Card was used, then its expiration date was being stored in the wrong format- "MM/YY". The expiration date needed to be stored as "MMYY" (without the slash). The issue has been resolved and the Credit Card expiration date is now being stored as "MMYY". Rebate and NBC Columns Hidden for NMRP (401351) There has been a change made to the Rental Number Maintenance detail tab. When NMRP is activated, the 'Rebate' and 'NBC' columns have been hidden to avoid confusion. Partnership and NMRP (409962) The request was created due to an issue with WinPRISM allowing a Partnership period to get flagged as an NMRP period. The issue has been corrected so that if a Rental Period in WinPRISM is set to be a Partnership period, then it cannot be flagged as a NMRP period. Additional error messages were added to the system to provide insight as to why a Rental Period cannot be flagged as a NMRP period. ISBN With Characters (412976) The request was created due to an issue with adopting NMRP titles where the ISBN contains non-numeric values, such as an 'X'. The service would return an error. At this point in time, the issue was corrected by removing the item from the pool that gets sent to the web service. The item will not get removed from the Course Request, but it will also not be eligible to be adopted as a NMRP rental item. This will be reevaluated for a future release. 21

22 Cosmetic Change (414467) In the Rental Configuration dialog, the 'Store Managed Adoption Parameters' inner group box was lying outside the outer group box. This has now been centered correctly. RNR and PRISM POS (416476) The request was created to ensure rental transactions that were created at PRISM POS were charging the correct taxes when the RNR transactions for those records were created. Previously, transactions coming from PRISM POS were not charging the correct tax for the Replacement Cost and Replacement fee, when both were set up to be taxed. The changes made enforce the tax on the guaranteed tender - whether taxed, not taxed, or tax exempt. Date Storage for NMRP Returns (401469) The request was created due to an issue with not keeping track of when NMRP refunds and returns were sent to the NMRP database. We are now storing each of the dates correctly, so that refunds and returns can be processed properly. Storage of Retail Amounts for Refunds (401466) When renting NMRP items either in Mail Order or via WinPOS, if the store retail was less than then NMRP retail and that retail value was changed prior to a refund transaction, the new retail amount was being used in the calculation for NMRP and for the refund instead of the original transaction retail amount. This was causing a variation in the NMRP amounts in Customer Inquiry and Transaction inquiry. This issue has now been resolved. Unique Identifier for NMRP Transactions (401455) The request was created due to an issue with the way we were trying to send updated POS Rental transactions and Rental Billing information to the NMRP web service. We are no longer using the "Store Unique Transaction ID" as the unique identifier for updates. We will instead use the Rental XREF and Transaction Number. NMRP Returns Allowed at All Locations for Buyback (401449) The request was created due to an issue with returning NMRP rental items that were rented from one location and returned at a different location or through the Buyback module. The return would not trigger the updates to send to the NMRP database. The issue has been corrected. Fields Locked for NMRP (401466) For NMRP rental items only, in Rental Number Maintenance, the 2 columns 'Active' and 'Rental Max' on the period tab have been made read-only to prevent users from deactivating them or changing the designated Rental Max quantity. For store rentals, these fields are still enabled and are editable. 22