Release Notes for Version

Transcription

1 Release Notes for Version App Type Comments Settings/Required Changes Activity Log Addition to As a user, I would like 'Activity Log' to record when a timeclock entry is removed with 'Manage Timeclock Entries' There will now be an Activity Log entry when a Time Clock entry is removed using Manage Timeclock Entries AR Fix Fix possible crash when viewing hotel statements. Fix New New - Remaining Pieces caption now matches the search (caption was understated). - Added a button to show missing pieces for the current order (as highlighted in the view), current customer, or all missing pieces for all orders in the current assembly session. Option to print the list to the invoice printer (a pick-list of missing items) is supported. - Revised screen to show 'x of y' with color association for first, middle, and final invoice, as the invoices are completed. Note the 'y' is a moving target, as orders may be voided, manually split elsewhere, etc. Generally, however, the 'y' will be correctly calculated according to piece counts, order counts, and split quantities. Configuration New As a user, I would like to import an excel spreadsheet of merchandise items for setup Merchandise items can now be imported from or exported to an Excel spreadsheet. Conveyor Fix Changing item details (eg, price) or promised date will now resend the information to conveyors. Coupons Fix Fixed the "Upcharges Only" setting for Type 1 and Type 2 coupons. Credit Cards Fix will not allow a workstation to perform the CCOF/ACH Payments function if the store's credit card processor is TSYS and the required workstation settings are missing. Customer View Fix In Customer View, only the first 50 characters of the pickup and delivery instructions added in a mobile device were being displayed. Customer View Fix Customer View did not save route pickup/delivery instructions if they exceeded 50 characters. Customer View Fix UK postal codes with a length of 7 were not showing up in properly when a signup is done via CustomerConnect. Customer View Fix The Messages tabs in Customer View and in the Notification Center were chopping off some of the content of longer messages on the right side of the screen. Customer View Fix Fix message when saving a new customer that indicated there is a duplicate address when in fact it is a duplicate phone number. Customer View Fix Customers who signed up in CustomerConnect and who had a route explicitly assigned in the Route tab of Customer View when New print node in the invoice template, Orders. Company > Merchandise Settings > Merchandise Item Setup > Import/Export Stand-alone users must have Excel installed on the local PC where the import or export is attempted.

2 processing Web Requests were sometimes showing up twice in Customer Lookup because of multiple route assignments. General Fix Fixed error saving a redo when the redo reason is longer than 43 characters. General Fix Clicking the Save button in the Messages tab of the Notification Center was erroneously acknowledging all unacknowledged messages General Fix It was possible to send a quick SMS to the wrong person in the Messages tab of the Notification Center. General Fix When changing a customer rewards profile, will now warn if there appears to be a problem with the selected Customer Rewards profile instead of crashing. General Fix Fixed collections in Program Configuration to prevent users from accidentally giving the items names that exceed the size of the underlying database column. General New As a User I would like a report of customers grouped by AR Payment Precedence Added a report: Reports Gallery > A/R > AR Customers by Payment Precedence General Fix Fixed problems with saving settings for a store other than the currently logged in store. This also fixes the per-hotel custom statement file setting. General Fix Fix a problem where old HSLs with leading or trailing spaces in the Price Table name cannot be remapped by the remap utility after the price table itself has had the name fixed. General Fix Changed the display name of setting 'Allow Price Modify on Mark- In' in Company > Mark-in Settings to 'Allow Item Price Modify' to better reflect its actual meaning. This setting controls the ability to change price in item view as well as at mark-in. General Change As a User I want to prevent purchasing gift cards with cash credit Added settings to control what tender types can be used to sell gift cards. Gift Cards Addition to As a gift card user, I would like an "UpdatedBalance" column added to the (new) gift card spreadsheet import Added UpdatedBalance column to Gift Card import. This allows for either activating a new card to match the UpdatedBalance amount or "topping up" an existing card to match the UpdatedBalance amount. Company > Mark-in Settings > Allow Item Price Modify Store > Gift Card Settings > Tender Types Disallowed Store > Gift Card Settings > Disallow Cash Credit Purchase NOTE - the UpdatedBalance column, if specified, overrides the Amount column. Only use the UpdatedBalance option if you intend to top up existing cards; otherwise, continue to use the Amount column. Home Page Fix Upon opening the Notification Center, occasionally a message would display indicating that a customer did not have a valid phone configured to receive SMS.

3 Home Page Addition to A "[Locker]" tag for locker customers has been added to the customer type column in the Signups tab of the Notification Center. Markin Fix Fix F9 hotkey in Touchscreen Extended markin mode to change promised date for the entire order, as stated in the button label, not just the current item. Notification Center Fix messages don't show on the Messages tab of the Notification Center if a narrow date range is chosen. Order View Change As a user, I would like the reprint receipt option to provide an option to cancel Added a confirmation dialog to Reprint Receipt, except when Workstation Settings > Cashier Settings > Send Receipt If Available is set to Prompt. Pricing Fix Fixed-amount adjustments that apply to "Invoice" were fluctuating in value from one pricing event to another. Production Fix Fix production commitment itemized view so that the invoice number rows display invoice status rather than an item's production status Reports Fix Fixed a loophole that would allow making changes to a written-off invoice. Reports Fix Fixed display problems with the PPOH by Department Group and PPOH Summary by Labor Category reports. Routes Fix Fixed Store > Route Settings > Use Customer Specific Route Setup. (The setting was only partially implemented). Routes Addition to As a user, I would like the route recon to sort invoices by location. Added an option to sort route reconciliation by invoice rack location instead of stop number. Routes New As a User, I would like to auto-charge a once-a-month delivery fee for route customers upon first monthly use. Add option to allow a monthly route service charge on the first order for a route customer. Routes Fix Fix issue with route instructions not showing up on manifest when customer specific route rules are disabled, both in API and on manifest printout. ALL instructions will now show up on the manifest if entered, regardless of 'Use Route Rules' status, or visit type. Tags Fix Fixed a problem where tag tokens that substitute data containing a \ or a " would make the tag fail to print on Zebra printers. Tags Fix token in tags is now based off the invoice, not the customer. This will fix cases where a counter order for a customer that is assigned to a route incorrectly has tags printed with a route name. Mobile\MDC Mobile General Fix GetPreferences only includes the preferences selected with Display On Web. Fixed Store > Route Settings > Use Customer Specific Route Setup Store > Route Settings > Routes > [Route Name] > Sort Reconciliation By Store Settings->Route Settings->(Route)->Allow Monthly Service Charge? Store Settings->Route Settings->(Route)->Monthly Service Charge Name Store Settings->Route Settings->(Route)->Monthly Service Charge Amount Both current branches are updated.

4 Mobile\MDC Mobile General Change Add Hours of Operation logic to 'On My Way' requests Mobile\MDC Mobile General Change Add support for GetLocalitySettings API Mobile\MDC Mobile General Fix Increase gift card length to allow more digits As a MDC Mobile user, I would like a multiple use coupon that can be redeemed again after use. Coupons can now be defined in that are "multiple use", and will show up in the mobile app or in CustomerConnect until they are redeemed. After they are redeemed, they will not show up in the mobile app or in CustomerConnect until they have been applied to orders and the orders have been picked up. Once the orders using the coupons have been picked up, the coupons will again show up in the mobile app and in CustomerConnect. As a MDC Mobile user, I would like to list a single use coupon that disappears when used. Coupons can now be defined in that are "single use", and will show up in the mobile app or in CustomerConnect until they are redeemed. After they are redeemed, they will never again show up in the mobile app or in CustomerConnect. Mobile\MDC Mobile General Change Display alterations and upcharges on visual invoice. Mobile\MDC Mobile General Change Add option to hide prices on visual invoice Mobile\MDC Mobile General Fix Add option to hide prices on visual invoice As an MDC Mobile user, I would like to hide prices on 'My Orders' screen Add option to hide prices on visual invoice As a MDC Mobile user, I would like an option to hide the reward balance. Option to hide the reward balance for customers who do not use rewards programs As an MDC Mobile user, I would like to disable the welcome screen (or limit the number of custom pages) Added setting to allow max page count on introduction banner rotation. Mobile\MDC Mobile General Fix Fix input fields validators. Add ViewSettingsGeneralValidationErrorNode to settings Mobile\MDC Mobile General Fix As a MDC mobile user, I would like missing sign-up fields to be more concise and simplified Fix input fields validators. Add ValidationError node to general settings Mobile\MDC Mobile General Fix Remove 'Open' column from Store Hours screen Mobile\MDC Mobile \Help General Change Store hours need to use the hours of operation grid if available RouteTrac General Change Add button "Sync Status" to stats screen (Coupon) > Display on Web (Coupon) > Web Coupon Type (Coupon) > Web Coupon HTML (Coupon) > Web Coupon Image (Coupon) > Display on Web (Coupon) > Web Coupon Type (Coupon) > Web Coupon HTML (Coupon) > Web Coupon Image MDC->Profile->Hide Reward Balance MDC->Settings->Welcome->Rotation Image Count

5 RouteTrac General Fix Fixed flag for on demand requested customers (Driver screen) RouteTrac General Change Add support for GetLocalitySettings API RouteTrac General Fix Fix error "Bags: Object reference not set to an instance of an object." RouteTrac General Fix Replace the temporary Arrow shown below with the old arrow General Change Remove CRM button from onsite screen General Fix Add auto scroll to bottom of messages General Fix Completed stop to return to next record General New Add gear and service URL options API General Fix Fixed a problem where CustomerConnect/API settings changes do not become effective in a timely fashion. API General New Added new "GetLocalitySettings" to API Q" & "T" channels API General Change The API documentation for Customer API functions has been updated. API General Change Added ValidateCaptcha & ValidateToken to the API documentation 'User' page (redirected from Getting Started update). API General New Added GetCouponImage to API API General Change Updated API documentation for the AR view API General Change Updated API documentation for the Settings view These were originally intended to be placed on the "Getting Started" page. Decided to leave this page alone and place these updates on the "User" page.