WinPRISM to WinPRISM (Includes Patches 1-5) RELEASE DOCUMENTATION

Transcription

1 WinPRISM to WinPRISM (Includes Patches 1-5) RELEASE DOCUMENTATION May 21, 2013 WinPRISM 24 Release Notes 1

2 Copyright by Nebraska Book Co., Inc. All rights reserved. This document contains proprietary information of Nebraska Book Co., Inc. Any reproduction of this information in whole or in part without prior written authorization is prohibited. Use of this material for purposes other than in connection with WinPRISM is in violation of the license agreement. WinPRISM is a registered trademark of Nebraska Book Co., Inc. iphone and ios are registered trademarks of Apple, Inc. Every attempt has been made to make this material complete, accurate, and up-to-date. Users are cautioned, however, that Nebraska Book Co., Inc. reserves the right to make changes to the software and its related documentation without notice and shall not be responsible for any damages (including inconsequential) caused by reliance on the material presented, including, but not limited to, typographic, arithmetic, or listing errors. If you have any comments or suggestions regarding this document, please send to documentation@nebook.com. WinPRISM Installations and Training Published by: CBMS (College Bookstore Management Systems) A division of Nebraska Book Co., Inc South 19th Lincoln, Nebraska (402) Printed in U.S.A. WinPRISM 24 Release Notes 2

3 WinPRISM 24.x Table of Contents IMPORTANT INFORMATION... 5 Version 24 Highlights... 6 POINT OF SALE... 7 POS Register / Transaction Improvements... 7 A/R Transactions... 7 Miscellaneous... 7 POS WPAdmin... 9 POS Miscellaneous INVENTORY CONTROL ICS Item Maintenance/Inventory Maintenance 101/ ICS Markdowns ICS Serial Number Maintenance ICS Price Changes ICS Rental Number Maintenance ICS Course Requests ICS Term Maintenance ICS Vendor Maintenance ICS Physical Inventory ICS Inventory Worksheets ICS Manual Sales 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 Buyers ICS Session Setup ICS Buyback List ICS Buy Books ICS Quick Reference ICS Merchandise Transfers ICS Fill Merchandise Transfers ICS Receiving ICS Enter Invoice Information ICS Proposed Return Entry ICS Maintain Credit Requests ICS Resolve Credit Requests ICS Want Lists ICS Miscellaneous WPAdmin Locations WPAdmin - Tag Types WPAdmin User Security WinPRISM 24 Release Notes 3

4 WPAdmin Group Security WPAdmin System Parameters WPAdmin Purge WPAdmin - Sequence Series WPAdmin General System Parameters WPServer / WPConsole INTEGRATED ACCOUNTING IAS General Ledger IAS Account Maintenance IAS A/P Credit Memo Maintenance IAS A/P Select Invoices for Payment IAS Invoice Maintenance IAS A/P Generate Checks IAS Check Maintenance IAS A/P Purge Process IAS A/R Customer Maintenance IAS A/R Transaction Inquiry IAS A/R Invoice Inquiry IAS A/R Generate invoices IAS Customer Activity IAS A/R Adjustments IAS A/R Auto Apply Payments IAS A/R Aging Reports IAS Statements IAS Purge Applied Payments IAS Journal Entry Maintenance IAS Balance Sheet IAS Miscellaneous WinPRISM 24 Release Notes 4

5 IMPORTANT INFORMATION Verba Compete is fully integrated with WinPRISM v24. However, to complete the integration so that prices can be sent from Verba to WinPRISM, users MUST contact Verba, and have them turn on the Push Prices to back office option. WinPRISM 24 Release Notes 5

6 Version 24 Highlights Cash rental sales changed to account sales on WinPOS will no longer require a new customer to be added (434979). The non-tiered membership system will now handle NMRP transactions correctly (434885). POS Credit Card Settlement Report now prints at store close instead of the Payment Process Settlement Report (434900). Date and dollar amounts no longer wrap on check printing (434916). Change is now subtracted from cash tenders in cash count (443101). Capturing the customer s signature and printing the signature on the receipt have now been implemented for shift4 (453147). The Rent Only option for GM now defaults to unchecked (443100). Closing the NMRP session now marks all outstanding rentals for that period as closed (453168). Users can now display titles using a status other than recommended as a different color in Course Requests (NOTE: This requires a script to be run by support). (434920). Global notes can now be added to the Web site, and flow to the Mail Order header in WinPRISM (NOTE: This requires a customization on the web side). (346054). Bag numbers can now be added to the Picking and Packing list (434814). A Batch pick report has been added for Mail Orders (448831). The Update Now option in Receiving has been fixed (443103). Using NBC Connect, NBC invoices can now be imported for want lists sent through NBC Connect (443084). Choosing a default subsystem now works properly (434833). User settings can now be copied from one user to another (434815). User names can now be 40 characters (443085). GL periods can no longer be closed unless all other module periods are closed (434902). When a Merchandise Request is placed, the cost and total due on that merchandise request will no longer be accounting cost, but inventory cost for the sending location (439269). A new parameter was added to allow accounting cost to be used for Merchandise Transfers instead of item cost. This parameter can only be set by Support, but is viewable in WPAdmin>ICS>Parameters>System Parameters>System as Merchandise Transfer Cost Method (453153). Verba Compete is now possible through WinPRISM (453148) WinPRISM 24 Release Notes 6

7 POINT OF SALE POS Register / Transaction Improvements A/R Transactions Changing to an A/R Sale (434899) When a sale was changed to an Account Sale, the requisition number was not being printed on the A/R insert. This has been corrected, so the number now prints on the insert, even when the sale is changed midstream. Cash Sale Changed to Account Sale with NMRP (434979) The request was created due to an issue with the WPPOSReg application when completing a Cash Sale that was changed to an Account Sale. The problem was that if the transaction had an NMRP rental item, and the transaction was changed to an Account Sale, then a new customer had to be selected. The customer dialog that displayed at that point did not have the "Government ID" and "Govt Agency" text fields on it, so the transactions were being sent to the NMRP database without that information. The issue has been resolved so that the dialog contains the text fields, and that information is sent to the NMRP data when the transactions are sent. Miscellaneous Using Same Gift Card Twice (434870) The request was made due to a bug at the register that would cause the cashier to be locked out of the tender totals screen if the same gift certificate is entered twice. This has been corrected and now when entering the same gift certificate twice you are given the error message: "The same gift certificate has been tendered more than once." Upon hitting "OK" to this error message you are taken back to the tender totals screen. Tender Select Screen Not Working at Registers (443093) If a user selected a tender from the tender list on the register, the system input a $0.00 dollar value into the tender line and then tabbed to the next line, forcing the user to have to click in the amount field to input a dollar amount. This has been fixed, so that when a tender is selected from the Tender List, it works in the same fashion as if it was hand entered or a tender key was pressed, in that it defaults into the amount field. Non Rentals Showing as Rentals (448847) Previously, there was a POS issue where some non-rental items would show as if they were rentals. This issue has been corrected. Signature Required (411413) An enhancement has been made so that if a signature is not signed on the pin pad, a signature line will print on the receipt, even if the Signature Line is unchecked in Receipt Templates. The cashier is also alerted with a message that says "Signature was not present on pin pad. Signature is required on receipt." WinPRISM 24 Release Notes 7

8 NMRP Transactions (434978) 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 prompt: 'A valid <xxx> is required for a Neebo managed rental transaction displays, where the <xxx> indicates the name of the missing field. The user is unable to continue until the customer information is complete, at which point the transaction is allowed to continue as normal. Global Comments (439279) Previously, when starting a transaction as a sale, and then switching over to A/R (or vice versa), any comments made at the register would not transfer over into WinPRISM. This has been fixed so that comments flow over. NMRP and Membership (434885) The non-tiered membership system will now handle NMRP transactions correctly. Prior to this change the customer was getting membership dollars for the amount they spent for the rental but also the rebate amount. With this change the membership customer now only gets membership dollars for the actual amount they spend on the rental and shipping if applicable. Tender Select List (453163) When running a rental transaction at WinPOS, the tender select list was not displaying guarantee tenders that were grouped. This has been fixed so that if a tender group is selected (i.e. Charge Cards) from the tender list the display is correct and the tender can be used for the rental guarantee tender. Partial Authorization (411451) WinPOS now allows partial authorizations of debit and credit cards using Tender Retail. If a credit card does not have the balance to cover the transaction the message "Tender was only partially authorized! Authorized Amount: (amount) Amount Due: (amount)" is given. This has been implemented for WinPOS, Mail Order and RNR transactions through WinPRISM. The RNR transactions will not process if the credit card in question is a partial authorization. In this case, the RNR transaction will fail and the customer will be notified. Rental Agreement (462404) The rental agreement was printing the signature line on a second page when the "Exclude Agreement" was checked in WPAdmin > POS tab > Parameters > Receipt Templates. This has been fixed so that if the "Exclude Agreement" checkbox is checked, a blank space will no longer print, allowing for the signature line to be on the first page of the insert. WinPRISM 24 Release Notes 8

9 Multiple Items / Same Amount (484898) (P3) When a transaction was done on WinPOS with multiple items with the same amount and tendered with the same tender, the jobs were failing. This has been corrected, so the jobs continue to run. POS WPAdmin POS Credit Card Settlement Report ( and and ) The POS Credit Card Settlement report was not printing when the store was closed. Instead the Payment Process Settlement report was printing. This has been fixed so that when the store is closed the "POS Credit Card Settlement" report prints instead of the "Payment Process Settlement" report. NOTE: This change was implemented in WinPRISM 23. Also, the POS Credit Card Settlement report was not printing or displaying when selected at the Closing Reports Setup module. It was only working from the Reports list. This has been fixed so that the POS Credit Card Settlement report prints from the Reports list as well as the "Print" and "Preview" buttons on the Closing Reports Setup module. POS Discount Report (443117) The POS Discount report (WPAdmin > POS tab > Maintenance > Transaction Inquiry > Reports menu) was not correct when transaction discounts were done on a transaction with multiple items. The report was multiplying the discount by the number of items on the transaction. This has been fixed so that the discounts show correctly on the POS Discount report when discounts are used with multiple items. POS Post Void Report (443109) The date range parameter was not working correctly on the POS Post Void Report in WPAdmin > POS tab > Register > Closing Reports Setup > Reports > More Reports. This has been fixed so that when the "Use Date Range" checkbox is unchecked, the report will show all post voided transactions. If the "Use Date Range" checkbox is checked the range of dates will be used. Cashier Totals Report (439270) Previously, the Cashier Totals report (WPAdmin > POS tab > Register > Closing Reports Setup) was not handling user names of 40 characters. This was causing the Cashier Totals report to crash. This has been fixed so that this report can handle usernames of 40 characters. Print Check (434916) A change was made to prevent the date and dollar amounts from wrapping on check printing. Check Printing can be turned on in WPAdmin > POS tab > Parameters > Tenders > Check > Print Check. WinPRISM 24 Release Notes 9

10 Closing Reports (434910) The request was an enhancement to the Closing Reports Setup module in WPAdmin. The request was to have an option to exclude rental return quantities on the POS Dept/Class Totals report. A new checkbox was added to the parameters "Exclude Rental Return Qtys." Login Cashier Parameter ( and ) When the "Login Cashier for each transaction" checkbox was checked in WPAdmin > POS tab > Parameters > General Parameters and a transaction was aborted on the register, it was not logging off the cashier. This has been fixed so that when a transaction is aborted and the "Login Cashier for each transaction" checkbox is checked the user is logged off and must log back in. A/R Reconciliation Report (434809) The A/R Reconciliation Report located in WPAdmin under POS Register Closing Reports now lists the gift certificate customer id and customer name associated with it on the report. Change Not Subtracting from Cash Count (443101) Change was not subtracting from the cash tenders in Cash Count. This has been fixed so that change is subtracted correctly from Cash tender in WPAdmin > POS tab > Utilities > Cash Count. Date Fields Incorrect (453154) When the store closed and printed the POS Credit Card Settlement report the dates in the "From" and "To" fields were not printing the right dates. This has been fixed to print the begin and end dates that the store was opened and closed Report Issues (434794) The "POS" report parameter dropdown used for various reports was showing inactive POS systems. This has been fixed so that if a POS is inactive it will not show in the list of available POS systems for reports. POS Register Totals (434875) It was requested that the POS Register Totals report from WPAdmin > POS tab > Register > Closing Reports Setup as well as the RR and CR reports from the Register, all display the tenders sorted by Tender Auth ID rather than alphabetically as they previously printed. POS Credit Card Settlement (443086) The POS Credit Card Settlement report was not always printing due to a timeout when the store was closed. Also the Payment Process Settlement report was printing instead of the POS Credit Card Settlement report. This has been fixed so that the POS Credit Card Settlement report prints when the store is closed and the Payment Process Settlement report no longer prints in its place. WinPRISM 24 Release Notes 10

11 Tender Inserts (253451) The request has changed the account numbers on tender inserts to be unmasked if that's how the tender is set up in WPAdmin > POS > Parameters > Tenders. If the box is unchecked, the tender inserts will no longer be masked. NOTE: his was completed in WinPRISM 23, but was not documented. Shift 4 Invoice Number Now Prints (456075) For Shift4/WinPRISM users, an enhancement has been done so that the Shift4 invoice number prints on the Customer receipt and the End of Day Report (POS Credit Card Settlement report). In order for the Shift4 invoice number to print on the Customer receipt, the "Shift4 Invoice Number" checkbox must be checked in WPAdmin > POS tab > Parameters > Receipt Templates > Customer Receipt. For the invoice number to show on the End of Day report (POS Credit Card Settlement report) the "Save Credit Card Numbers" checkbox must be checked in WPAdmin > POS tab > Parameters > General Parameters. Closing Reports (453169) The request was for an issue in WPAdmin under the Closing Reports Setup module. The problem was in the POS Credit Card settlement report. Reservations were not showing on the report. This has been corrected and the stored procedure now checks the parameters from the Mail Order General Parameters module in WPAdmin to determine whether or not to include them on the POS Credit Card Settlement Report. Negative Amount for Change (458553) It was found that if a WinPOS transaction was started, no line items were entered and the Total key pressed, at the Tender Totals screen a negative amount could be entered for a tender and the transaction could be completed. This has been changed so that if this is attempted the message "A Tender cannot be used just for change" is given and the action is not allowed. POS Transactions (462399) The POS Transactions report from WPAdmin > POS tab > Maintenance > Transaction Inquiry > Reports was giving an error when a transaction was done on the WinPOS register with change due. This has been fixed so that the report runs correctly displaying the correct information. Tender Code Field Moved (434795) In WP Admin, the POS Tender Code field has been changed from the Tender Detail to the Tender Header. Visa Gift Cards (463717) Visa gift cards were sending back the authorized amount in the partial authorized field causing the cashier to have to enter another tender to complete the WinPOS transaction. The code has been changed so that the full amount is tendered. WinPRISM 24 Release Notes 11

12 POS Miscellaneous Installation Issues (373440) Installing WPPOSReg via the.exe file causes the opos common control objects to be reverted to version 1.7. It appears that the installer puts these files in c:\program files\wpposreg\ocx. This is an issue with the newer hardware and OS versions on our current registers because newer versions of the common control objects are required (Win7 = 1.13, New IBM hardware = 1.9) and this older reverted version causes the POS devices to fail. To correct this issue the OPOS COM DLLs from the WPPOSReg.iss script will no longer be registered, thus keeping the correct version of the common control objects in play. Shift4 and Failsafe (411421) Failsafe authorizations now send a terminal ID through Shift 4. Shift4 Default Message (434971, , ) Shift4 requested that we remove the "DEFAULT (9962)" from the timeout message received at the POS register. This has been removed. The timeout message now reads "Failed: Timeout waiting for response". Signature Capture (453147) Capturing the customer's signature and printing the signature on the receipt has now been implemented for Shift4. The signature will print on the receipt and the signature can be viewed in WPAdmin > POS tab > Maintenance > Transaction Inquiry > Hammer menu > Display Captured Signature. To capture the signature, the "Capture Signature" checkbox should be checked in WPAdmin > POS tab > Parameters > Tenders. To print the signature on the receipt for credit card transactions only, the "Sig Capt Signature" should be check in Receipt Templates. Note that only credit card tenders result in the signature printing on the receipt. Modifications would be needed if other tenders also need to result in the signature printing on the receipt. MSR Card Types (439241) The request was for a problem in WPAdmin in the MSR Card Types module. The issue was in the column display name for the eighth column from the left of "Description". Previous to this correction, the column read "This Cash Count Group is used in the system" and now it reads properly "Leading Replace Width." Failsafe Sync (434784) When a WinPOS register was in failsafe mode and credit card transactions were ran against Tender Retail, when those transaction synched back up the message "(TR): Signature Capture data packet not sent". This has been fixed so that the message is no longer displayed when credit card transactions that were ran in failsafe mode are synched back up when the register is in online mode. WinPRISM 24 Release Notes 12

13 Cash Count (439285) When a cash count group was created the groups did not show the tenders together. This has been fixed so that if multiple tenders are grouped together and display as one tender in Cash Count. Cash Count and Login Cashier (369079) When the "Login Cashier for each transaction" checkbox was checked in WPAdmin > POS tab > Parameters > General Parameters and if a store were trying to post in the Cash Count program at the same time, the system was giving an error. This has been fixed so that the Cash Count program can be used correctly when this parameter is checked. NOTE: This change was in WinPRISM v23, but was not documented. Terminal ID (433990) The terminal ID was not being sent to Tender Retail on a pinpad that was reset for a web or mail order transaction. This has been fixed to pull the terminal ID from WPConsole parameters instead of the auth message when the auth is for web or mail order transaction. NOTE: This issue was corrected in WinPRISM v23, but was undocumented. Trim Carriage Returns (401155) The request was created to trim any extraneous carriage returns or line feeds that are included on a customer's address when that customer is being charged through WinPRISM Mail Orders. Any extra CR/LFs that were trailing customer address info were causing some merchant accounts to be charged more for certain transactions. The transmission process will now trim any CR/LFs that are trailing customer address info being passed from WinPRISM to Tender Retail. Shift4 and Failsafe (434799) A new parameter has been added to WPAdmin > POS tab > Parameters > General Parameters called "Accept CC for Shift4 and Fail Safe when not saving CCs". If this parameter is checked when the "Save Credit Card Numbers" checkbox is unchecked the register will accept credit cards on a failsafe register. If this parameter is unchecked, the message "You cannot accept Credit Cards for Shift4, when in fails safe mode and not saving credit card info. Please choose a different tender" will be given. WPCom (449255) WPCom has been changed so that the comment field on the WinPRISM Customer Maintenance screen flows from the PRISM POS register back to WinPRISM and from WinPRISM to the PRISM POS register. Also the version has been changed. Track 1 Now Accepted (453149) Code has been changed to accept Track 1 authorization when using Shift4, if Track 2 is not readable/available. Item XREF Changes (458549) Item XREF changes now only flow down to the distributed systems in which the item exists. WinPRISM 24 Release Notes 13

14 A/R Updates to POS (465610) The speed of A/R Updates to the registers has been improved. Shift4 Log Improved The Shift 4 Log section of the POS Credit Card settlement report was showing other stores information on it. This has been changed to filter by Location and Posid. Rental Updates / Multiple Store with PRISM POS (484905) (P3) Rental updates were being queued for all locations within a system, even if the locations did not have a valid rental period. The updates would thus not be processed, and would just stay in the queue until the seven day cleanup. This has been fixed, so the update to locations without the record is immediately deleted. POS Sales Reports Show Wrong Tender (484900) (P3) On occasion, the sales reports in WinPRISM were displaying the wrong tender. This was caused by the incorrect linkage of an A/R account to the tender. This has been corrected, so that the tender selected in WPAdmin > Accounting tab > Receivables > Account Maintenance > POS tab > Tender field is the tender that is used when tendering the transaction with the account. Full Download Fail (485968) (P3) This is an issue where the full download would fail and then the cashier could not log on the register. This has been fixed so that if a full download fails, a cashier can still be logged on a register and run transactions. PRISM POS and A/R (486498) (P3) When the change was made to store the tender code selected for an A/R account the A/R account information was not sent to PRISM POS. This has been fixed so that the account information is sent to PRISM POS. This has been tested on site and is working correctly. Location Export (470689) (WinPRISM Version , Patch 1, Thunder Version 1.0.3) The Location export going to Mobile POS was changed to limit the shipping phone number to 16 characters. WPCom Changes (474573, P1) The request was created to correct the latest version of WPCom (23.0.2) to work correctly with WinPrism v24 during AR updates. There was a conflict between these two versions of the respective programs that was causing errors to be displayed in WPCom and preventing AR packets from effectively flowing. The problem has been corrected. WPCom Change to Use Tender Code (479268, P1) WPCom was changed to use TenderCodeID in the sales table for linkage to Tender Description rather than POS Code. WinPRISM 24 Release Notes 14

15 NMRP: WinPOS Refund (492418) (P4) When a TI-RT was done on an NMRP rental after the refund cutoff date, rental history was being marked as a refund instead of a return. This has been fixed so that the rental history now correctly marks the transaction as a return instead of a refund. WPCom Window Not Responding (492416) (P4) On occasion, WPCom was not responding due to the POS_Update table growing larger than necessary while WPCom would wait for the UI thread for a response. This has been corrected. WinPRISM 24 Release Notes 15

16 INVENTORY CONTROL ICS Item Maintenance/Inventory Maintenance 101/102 ISBN Ranges Added (448921) Within the piece of coding that validates ISBNs added to the system, the newest ranges (documented by the International ISBN Agency) were missing. The missing ranges were causing an 'invalid ISBN format' error to display when new ISBNs were added to the system via Item Maintenance. This problem has now been corrected. Adding Tradebooks Across Locations (439255) The request was due to a problem adding a tradebook to a course request that is in inventory for a location that is not the location of the term you are working in. Previously, the Add Item to Inventory dialog for tradebooks would display with $0.00 cost and retail prices. When this same process was repeated for a textbook item, the cost and retail were displayed from other location's cost and retail, allowing you to adjust as needed. This has been updated so adding tradebooks from other locations now works like adding textbooks and the cost and retail from other locations is displayed in the Add Item to Inventory screen. Deleting Items (439254) Previously, when you would attempt to delete a row in the detail grid of a Matrix by right clicking on any field in a row, the option to delete would be present, however it would not delete anything. The only way to delete would be by highlighting the entire row and then right clicking and delete. This has been corrected so now if you right click on just a single field in the matrix and select delete, the entire row is removed. Blank ISBN (434958) A 'blank character in ISBN' error was displaying in Item Maintenance when there were extra blank characters at the end of an ISBN. This error/situation was also causing Item Maintenance to lock-up or WinPRISM to crash. This problem has been resolved by stripping out blanks from the end of the ISBN prior to saving the new record. This change also results in the system noting when blanks replace digits at the end of an ISBN by displaying the message 'ISBN must be 10 or 13 digits' and not allowing the ISBN to be saved. Rent Only Box (443100) Previously, when adding GM items in the Item Maintenance module, the system was defaulting the "Rent Only" option to checked in the Copy/Add Inventory Records screen. This module has been changed so the "Rent Only" option defaults to unchecked. Global Notes (434883) The request was made due to an issue in Inventory Maintenance involving Global Notes. Previously, if a user targeted a shelf location and added a global note, saved the record, moved the mouse to one of the header fields, and clicked 'Refresh', the note would WinPRISM 24 Release Notes 16

17 disappear. Positioning the mouse back on a shelf location would cause the note to reappear. This issue has been corrected and is no longer occurring. GM Item Adding (443098) The request was made due to an issue when adding GM items in the Item Maintenance module. The issue occurred when creating a new GM item. If you tried to leave the size or color blank, the system would not add the new GM item. This has been corrected, so that if a user leaves color or size blank, he or she can still create the GM item. If a user puts in an incorrect color or size, they are prompted with an error message "Invalid Size (Color)". Pressing OK' brings the user back to the color/size prompt to correct the error. F9 Item Info (434806) The request was made to add a column "On Shelf Qty" to the F9 report for Item Info. This column will show the remainder of After Sales minus what has been rented to give a more accurate stock on hand. Mousing Issue (434874) The request was made due to an issue that would cause the mouse cursor to reposition away from where you left it prior to hitting F9. This has been updated so that the cursor focus remembers where it was prior to opening F9 reports and will return to that position after F9 reports are closed. Invalid XREFs (448834) The request was created due to an issue with bad data in regards to Item XREFs (barcodes). In the "Item Maintenance" module, it is possible to manually add barcodes, generate them from the ISBN, and to delete barcodes for items. Normally clearing out the primary barcode in the "Item Maintenance" will remove all associated barcodes for the item. Some stores have found that the "primary" barcode can get removed without the associated barcodes getting deleted. The "Barcode" textbox in the "Item Maintenance" module header will show as blank as if there are no barcodes for the item but the barcodes do exist and continue to work throughout the system. This script has been added to the WinPRISM Server updater (WPUpdate) and will clean up these orphaned Item XREFs during the update process. Basically, if an item has more than one barcode assigned to it and the primary barcode is removed, this script will take the first associated barcode that it finds for the item and make it the new primary barcode, which is then visible in the "Item Maintenance" module in the "Barcode" textbox. Sales History (434911) An enhancement was made to the F9 report - Sales History to add yearly (calendar not fiscal) totals for all columns by location. Stock Adjustment Report (430277) The request was made due to an issue in the "Stock Adjustment" report in Item Maintenance module. Prior to this, when running the Stock Adjustment report and leaving the "Reason" field at the default (which was a blank space), no data would display on the report even if stock adjustments had been made for the date range selected. WinPRISM 24 Release Notes 17

18 The code was modified so that the blank space is no longer an option for the "Reason" field in the report parameters. The "Reason" field is now defaulted to "ALL". Adding GM Items (434832) When adding a GM item in WinPRISM Item Maintenance and inputting an incorrect size and/or color in addition to the error message "Invalid Size/Color" an additional error message would display stating "Invalid Vendor" even if the vendor selected is a valid vendor. This has been corrected and is no longer occurring. Spelling Error (434783) There was a typo in the warning message that displays in Item Maintenance when trying to add an inventory location to an item without a DCC or trying to save a record without a DCC. The typo was 'DDC' instead of 'DCC'. This has now been corrected. Blank ISBN (439239) There was a problem when updating a blank ISBN on an item already in the system. If an item did not have an ISBN when originally entered into the system, then a new ISBN was assigned after the item was added to a course request and a purchase order, the newly added ISBN was not being added to the PO in the Receiving module. This problem has now been resolved. Rent Only Checkbox (400989) A new checkbox, Rent Only, has been added to Inventory Maintenance, Copy/Add Inventory Records dialog, and Order Decision Maintenance as well as Report Generator templates: Item/Inventory, Item/Inventory Shelf Locations, Rental History, Rental Period and Rental Period by Term. When this box is checked, it should prevent the user from being able to buy the Textbook or GM item on the website only. A Rent Only field was also added to the web course/product export but is NOT currently implemented on WebPRISM. Please be advised, this will occur sometime AFTER the Web 3.12 release, as these changes require a change to the web. The POS register and mail order options will be controlled by the WinPRISM user/cashier themselves and was not a necessary enhancement at this time. With this being said, a mail order or POS sale is allowed using an item designated as Rent Only in Inventory Maintenance. F9 Sales History (434828) The request was for a modification to the F9 Sales History report. Previous to this, under the 'Purchases' section of the report, the PO close date determined which month/year the specific SKU would display under, rather than the date the item was actually received. The request was to change this so that the Purchases section is displayed via the receiving date of the item. Inventory Stock Adjustment (434876) The request was for an issue with the "Inventory Stock Adjustment" dialog that is found in the Item Maintenance module. The issue was with the "Comment for Prior Adjustments" textbox that displays a comment for the Adjustment that is selected in the list above it. The issue was that if the top Adjustment has a comment and then you select WinPRISM 24 Release Notes 18

19 a different Adjustment Type from the filter on the left list, then that the comment will not get cleared out and will still be visible even if the selected Adjustment is not of the same Adjustment Type. This has been resolved and now the comment box will only display the comment specific to the 'Adjustment Type' selected and will be blank if there is no comment associated with the 'Adjustment Type' you select. ISBN Deletions (401467) ISBNs within Item Maintenance were being allowed to be deleted or changed even when they were associated with an NBC partnership rental record. This has now been locked down to prevent this from occurring. If an attempt is made to delete or change the ISBN of a current Partnership rental record in Item Maintenance, the message, 'Update Failed. # textbook(s) used in Rental System. The transaction ended in the trigger. The batch has been aborted.' displays and does not allow the change. This is also true for NMRP rentals as well as any store managed rental with rental history. Mass Change Vendor Added (439260) The ability to do a mass vendor change was added to WinPRISM from the Quick Search results via the Copy/Add dialog. The enhancement added a Vendor browse/edit button so the user can add, modify, or delete vendors for multiple items on one or more locations. This will be a similar dialog to the one that already exists in Inventory Maintenance, but since it allows manipulation of multiple items/locations, it will only allow the change of the vendor code and nothing else. To use the new dialog, select any GM record in Item Maintenance and click on the quick search results to display the quick search results dialog. 1. Select multiple items and right-click to select the copy/add inventory records dialog. The new vendor browse/edit is on the right-hand side of the dialog. 2. Click on the vendor ellipsis to display the new inventory vendors dialog. 3. Click on the add button to display the Find Vendor dialog and add a different vendor then the original click OK to save. 4. From the copy/add inventory records dialog the new vendor code will display under the vendor field. Select one or two locations to make the vendor change too. 5. Click the Save to Locations button to save the change. The message: Inventory update has completed will display, then close the copy/add dialog. 6. The new vendor will be seen in Inventory Maintenance for the items/locations selected from the quick search results dialog. NOTE: The vendor change will only be seen in Inventory Maintenance since it is based on item and location. The original vendor will remain in Item Maintenance. NOTE: Vendor delete can also be done, but only on an individual item and location. Sales History F9 (465616) When sales history totals were added to the <F9> Sales History Report the totals for both new and used SKUs were not correctly separated, so the totals were displaying the same new total for both. This has now been fixed. WinPRISM 24 Release Notes 19

20 WinPRISM F9 Crashing (460322) The request was for an issue with WinPRISM crashing when opening and closing the F9 Quick Menu reports. Prior to this, if you were in any module that used F9 reports, WinPRISM would crash occasionally by opening and closing the F9 reports menu. If you did an item search (F5) and opened the Quick Menu reports in the search results, it would also cause WinPRISM to crash. This has been corrected and is no longer occurring. Item Updates to Web Duplicating (484897) (P3) It was discovered that a large number of stock updates for the same items were causing a large number of stock updates to be sent to the web. A change was made so that the web code will eliminate duplicates. F9 Rental Fields Now Accurate ( and ) (P3) The request was created to ensure the correct information was being calculated on the Rental Information F9 report on rental items. The Rentals Done and Rentals Outstanding columns are now calculating rental statistics correctly. F9 Rental Info Report (485969) (P3) The request was created to include the new and used rental information on the Rental Info section of an F9 report when the item being viewed is a used SKU. This information is now contained on the report. F9 Sales History Order (492419) (P4) It was reported that the PO Qty and PO Cost were being calculated incorrectly on the F9 Sales History report in Purchase Orders. In addition, the report was displaying the most recent year at the bottom, rather than at the top. A change was implemented so that the PO Qty and PO Cost are being calculated and displayed correctly, and the most recent year is now being displayed at the top of the report rather than at the bottom. F9 Sales History Report (509103) (P5) There have been multiple changes to the F9 Sales History report that ensure proper sales qty, sales cost, sales retail, and margin. ICS Markdowns 104 Duplicate SKU (439264) The request was created to clarify an error message when attempting to schedule/apply a markdown to a markdown record that contains duplicate SKUs in WinPRISM Markdowns. If a SKU is added to a markdown record multiple times, and a markdown is scheduled via the scheduler or via instant markdown, the following message will appear "SKU [xxxxxxxx] has been entered multiple times on this markdown. Please delete all duplicate(s). OK The verbiage of this message was changed to clarify situations where the SKU may have been added more than twice. Previously, the message stated that the SKU was added twice, even if it had been added three, four or any multiple number of times. WinPRISM 24 Release Notes 20

21 ICS Serial Number Maintenance 105 Editing Serial Numbers (434922) The request corrected an issue in the detail grid in the Serial Number Maintenance module. Previous to this, if you attempted to edit a serial number and left it with 8 characters, it would appear to be only 8 characters but SQL shows it would add spaces to the end to make it 10 characters. Another issue was occurring if you would edit the serial number in the detail grid, if you hit backspace in the middle of the serial number and then hit Enter to open the edit dialog box the characters following where you backspaced would appear to be missing in the detail grid. The edit dialog would show the entire serial number. In SQL there would be spaces in the middle of the number. ICS Price Changes 107 Verba Compete (453148) The ability now exists for users to manually or automatically import a price change file with Verba price updates. The Verba imports are processed from WinPRISM Price Change. There are three new options in the hammer menu in that module. These options include: VERBA Price Change Queue", "VERBA Reset Price Change Queue" and "VERBA Import Price Change Queue". For information on using this feature, please see Verba Compete support documentation. ICS Rental Number Maintenance 1012 Rentals Not Returned Report (434953) A change was made to the Rentals Not Returned report parameters listing to add some additional status parameters to further filter by outstanding, billed, and closed rentals. This will make it less confusing for users when balancing RNRs. The new parameters include: All statuses, outstanding, billed, closed, or billed/closed. Reminder Log File (471042) (P1) The request was created due to an issue with Reminders not getting logged. The issue has been resolved so that sending Rental Reminder s are now logged- both errors and successful sends. It should be noted- the Rental Processing log (found in the Rental Number Maintenance module) will only report the failed sends. To view successfully sent Reminders you must use the Report Generator module and use the Rental Log template. Rental Profitability Report ( and ) Previously, there was a problem occurring in WinPRISM 23+ where the Rental Profitability report would not generate correctly from WinPRISM Rental Number Maintenance when rentals were performed at the PRISM POS register. Now, the Rental Profitability report will generate correctly for both WinPOS and PRISM POS stores. WinPRISM 24 Release Notes 21

22 Also, there was a request to modify the Rental Profitability Report found in WinPRISM Rental Number Maintenance to include a negative quantity for listed rental refunds. Before the Refund Expiration Date is passed on a current rental period, the rental items may be refunded for full rental price at WinPOS. Previous to this ITG, these quantities were being displayed as positive on the Rental Profitability Report, thus causing some confusion as to what was Rental as opposed to Rental Refund. The changes here make any Refund quantities negative. A separate change was also made to change the Difference column on the report where Refunds were concerned. The Difference amount is now listed as a positive number and is figured into the total. Rental Items Available Report (443116) The request was created as an enhancement to the "Rental Items Available" report that is found in the "Rental Number Maintenance" module. The following changes were made to the report. 1. The "Rebate Amount" column is no longer being calculated, it is being pulled directly from the database. 2. The "Retail" column has been renamed to "Target Retail" and displays the Target Retail amount which is the sum of the Rental Price and Rebate Amount. 3. A new column was added with "Store Retail" and "NMRP Retail". The column is found to the left of the "Target Retail" and "Cost" column. "Store Retail" is in the upper portion and "NMRP Retail" is in the lower portion. Both values are pulled from the database. Hide Government ID and Agency (434908) The request was created to implement an option to hide Government ID Number and Government ID Agency from the user interface. The fields are viewable through WinPRISM Rental Number Maintenance --> History Tab --> Right Click --> Change Billing Information. There is now a read-only system parameter located in WPAdmin General System Parameters --> System --> "Display Additional Student Info". The parameter is defaulted to 'off'. The parameter can only be turned on by Support. If the parameter is 'off', the Government ID Agency and Government ID Number are not displayed in rental history. If the parameter is set to 'on', the information is displayed. Rental Reminders (439278) The request was created due to an issue with the "Rental Reminder" s that are sent out via the "Rental Number Maintenance" module for Store Rentals. The being sent always showed the Tax amount as $0.00. The issue has been resolved so that the Tax amount is set correctly. Transaction Tax (434934) The request was created due to an issue with Transaction Tax and Transaction Tax Detail records being left orphaned after RNR billing fails. When a rental history record is selected to be billed as Rental Not Returned, the system creates a transaction record for the RNR charge. If the RNR process fails for some reason, the transaction was deleted but some of the Tax and Tax Detail records were not removed with the transaction, WinPRISM 24 Release Notes 22

23 leaving them orphaned. The issue has been resolved so that if the Transaction is deleted then the rest of the transaction records are deleted with it. RNR and Shift4 (453150) WinPRISM code has been changed so that when an RNR is done it does not send the terminal ID for Shift4. New Rental XREF (450838) A new rental XREF was not being allowed to be saved in Rental Number Maintenance > Rental History tab when replacing an old rental XREF with a new one, or replacing with a blank. It also would not allow a blank XREF to be replaced with an NBC generated barcode or a barcode from a different store. This problem has now been resolved so that rental XREFs can be replaced and saved correctly. Expiration Date (448923) The request was created due to an issue with processing Rental Not Returned billing for transactions that have an A/R guaranteed tender but also had an Expiration Date set for the tender. The Expiration Date field is meant for Credit Card tenders and should not be set for an A/R tender but if it does get set then it causes an Unhandled Exception during the RNR billing process. The billing process would end with an error but the RNR Transaction and Invoice would still get created. The issue has been resolved so that the error does not occur and billing takes place as it normally would. Editing Rental Items (434931) The request was created as an enhancement to the process of editing, deleting, cancelling and inactivating rental items from WinPRISM Course Requests, as well as checking/unchecking terms associated with rental periods in WinPRISM Rental Number Maintenance when those items, courses and terms have rental history present. In WinPRISM Rental Number Maintenance --> hammer options --> Rental Configuration, if a user unchecks a term associated with a period, the following dialog will appear Unchecking this term will delete or inactivate all rental records only associated with this term. Would you like to continue? If they choose yes, the term will be unchecked; the period on the rental records associated with that term will be deleted if no rentals have occurred against that period. If the period is deleted from the rental record and the rental record has no other periods associated with it, the entire rental record will be deleted. If rentals have occurred against the title on the period, the Active flag will be removed from the period. If the title is associated with another term that is checked for the period and the title is active for that term, nothing will be deleted or inactivated. If they choose No, the term will not be unchecked and no change will happen. In WinPRISM Course Requests, if a user checks a book on a term that is associated with a NMRP period as Cancelled, the following dialog will appear if that title is only active on that one course request where it is being Cancelled for the NMRP rental period, WinPRISM 24 Release Notes 23

24 Cancelling this book will delete or inactivate the rental record associated with this term. Would you like to continue? If they choose Yes, the book will be checked as Cancelled; the period on the rental record associated with that term will be deleted if no rentals have occurred against that period. If the period is deleted from the rental record and the rental record has no other periods associated with it, the entire rental record will be deleted. If rentals have occurred against the period, the Active flag will be removed from the period. If the title is associated with another term that is checked for the period and the title is active for that term, nothing will be deleted or inactivated. If they choose No, the term will not be unchecked and no change will happen. Rentals Not Returned Report (394830) The request was created to ensure the header element of the Rentals Not Returned report located in WinPRISM Rental Number Maintenance contained information dictated by the report parameters. Previously, the header field for the customer would contain the first customer listed on the report, even if all customers were chosen in the parameters when running the report. When the report is run now, all customers or a specific customer will be listed in the appropriate field. NOTE: This was corrected in WinPRISM v23, but was undocumented. Replacement XREF (448854) At Rental Number Maintenance, a new rental XREF was not being saved in Rental History tab when replacing an existing rental XREF with a new one or a blank. The system also would not allow a blank XREF to be replaced with an NBC generated rental XREF or a rental XREF from a different store. This problem has now been resolved so that changing the rental XREF is allowed. All Data Now Sent to NMRP Database (443107) The request was created due to an issue with some data missing from the NMRP Rental Transactions for Used Textbooks that are sent to the NMRP database. This includes the Author, Title, Binding, Copyright, and Publisher. The data is present in WinPRISM but was not being transmitted. The issue has been resolved so that all textbook information is sent in the Transaction to the NMRP database. Manual Price Box Checked (448918) When making a change to the rental price in Rental Number Maintenance and then using the up/down arrow keys to scroll off the detail line, the manual price checkbox was not getting checked for the correct line that was changed. When moving off the detail line by clicking into another cell or moving left/right with the arrows and then up/down, the checkbox was working correctly. This behavior has been corrected so that the up/down arrow keys correctly check the appropriate manual price checkbox. Please note that the checkbox will not become checked until you move off the row. SAN Number Check (443113) The request was created to modify the process of checking the validity of a store location's SAN numbers for NMRP. This check is performed by the user in WinPRISM Rental Number Maintenance --> Hammer Menu --> NMRP Verification Setup. WinPRISM 24 Release Notes 24