12.3.7

Sales

The "Card on File" prompt has been changed so that it now appears when the Process (F12) form is initially shown (instead of prompting when bank card amount was entered). This change has not yet been applied to all transactions where "card on file" is supported, but will be in an upcoming release.

Changes have been made to bypass certain logic when an invoice is canceled. We no longer adjust Capital One Trade Credit (formerly BlueTarp) Deposit Hold amounts when an invoice is canceled and also bypass any WMS (Warehouse Management). An exception (error) would occur when the code attempted to process the dummy "cancel" details row added when an invoice is canceled (we save canceled invoices for auditing purposes, so some type of detail record is required).

As documented, Do It Best rewards cards would only scan at Point of Sale if the user-defined customer-job key used for the Loyalty ID was the first (top-most) field. Changes have been made so that the loyalty ID can now be any of the user-defined fields.

The "Charge" amount text area wasn't read-only.

Verifone Point

When a customer's card had been processed and the device displayed the signature screen (which happens after authorization) and the cashier canceled, the cancel would occur, but since the card had processed, the sale could end up in a double charge. The logic to check the device's last transaction and void it would sometimes fail with "DEVICE IS BUSY" when attempting the void. Now when a cashier cancels and a transaction is already in progress, a message appears directing the cashier to have the customer press cancel (X) on the device. If done, the device will do a void automatically; otherwise, if the customer does not press cancel, and the cashier presses the Cancel button (from the Bankcard Verification dialog) four times, the fourth time will force a disconnect from the pad and perform the void last transaction logic. That logic has been updated so that if the device returns that it is BUSY, it will keep trying for up to ten seconds. Also, if the transaction states it cannot be voided there are two possibilities: it was a debit, or it was automatically voided by the device (newer programs on the device). In the case of a void, a transaction search report is done to verify that it was voided. If the transaction was not voided, a void is attempted; otherwise, no action is necessary. A debit will simply say it can't be automatically voided and the cashier will need to issue a credit.

A problem was identified with the AVS check logic. If a cashier accepted a manual card entry that had an invalid AVS/CVV2 value, the event handler was not getting released. An error would occur on the next transaction because the event handler would get caught by an object that was already in the clean-up process. This has been corrected.

Verifone Point last transaction check after a canceled transaction was not working        well if the last transaction was a decline and would erroneously ask the user to reconnect to the pad.

We now add the text "Trans Type: Debit" on a cash ticket (CTP) receipt when debit EMV (chip cards) are used. This was being done for swiped cards only.

Selecting cancel after a decline was returning a message that the device was busy and instructing the cashier to have the customer cancel on the device. Now, the message is only shown if a transaction is being processed and the device reports that it is busy.

TSYS Cayan

We have added a new payment selection timeout. This is the length of time in seconds that the device will wait for a customer action (on each form displayed). The time-out value is applied globally. It can be set from the TSYS Cayan Settings form available from the Parameters form and Software tab.

Cash Ticket Receipts now indicate when a "debit" card is used as payment (and processed as "debit"). Prior to this, the receipts were always showing "MasterCard."

Windows forms were not closing properly in sites using TSYS Cayan. Eventually, the build-up of these forms could cause memory errors.

Saving "card on file" from the Sales transaction now only allow MasterCard, Visa, AMEX, and Discover to be saved. No gift cards or Diner's Club.

Added logging to capture request/response for Repeat Sale, Void, and Refund (transactions that don't use the card device).

Capital One Trade Credit (formerly BlueTarp® Financial)

We have added Capital One Trade Credit (formerly BlueTarp) declined reason codes to better indicate the reason to end-users.

Returns

When doing a return and indicating an original invoice and the account had a default adjustment code, and if items were both sold and returned on the same invoice, the adjustment was not getting calculated correctly. This is because the return adjustment was being brought in as a manual adjustment for the return which caused the sale portion to not be calculated. Now, if the return original invoice has the default adjustment code on it, it use it, but convert it to a manual adjustment. This change calculates the adjustment for the sale and the credit cumulatively.

Do it Best® Rewards

Improvements have been made to scanning a DIB Rewards card. Scanning now works on the pop-up that appears when enter in a rewards coupon. In addition, you can use CTRL-R to show a dialog allowing you to either enter or scan a rewards ID.

Purchase Agent Display

Purchase Agent image preview in (Account Maintenance) and many Point of Sale, Process (F12) forms now display images in the proper aspect ratio and at the same size.

All Transactions

Form updates to Point of Sale transactions including Sales, Orders, and Returns. Missing or occluded labels and values have been fixed, and alignment tweaked for readability. Fixed the Job # label disappearing due to a conflict with folder labels.

Payments

Remittance section of the Process (F12) form was resetting on load whenever remittance values (rebate check,etc.) were being set before the Process form loaded. A symptom of this was an "outstanding balance" message when clicking "Finish" even though the amount was set equal to the total due.

Quotes \ Orders selection

Corrections were made to address a problem when a user clicked on control to bring up selection list, clicks elsewhere away from the control, and then clicks back on the control. An exception would occur when the user selected the more option a second time.

Orders

The subtotal label wasn't showing in the "totals" panel. This has been corrected.

We no longer show the order deposit warning task list messages for system and cash-only accounts when the order total is less than or equal to zero.

True Value® Rewards

When doing customer enrollment and adding a new cash-only account from Point of Sale, we now set the "Print Zero Statements" account setting to No (N).

Folders

A new tab displaying recent Customer Orders for the selected item has been added to the Point of Sale folder group Inquiries.

Data Grid Quantity Colors

We have added a new color indicator (brown) for items when the quantity entered is below the item's minimum quantity but not below zero (negative) or less than the available quantity. Again, this is only done if the on-hand below zero and on-hand below test conditions are not also met.

This feature is being removed in the next stability update due to customer feedback.

Merge Orders Utility

We have fixed an issue caused by users setting the new order document before selecting the customer (account/job). Also, the user could also invoke the menu marker before the grid was filled in.

Payouts

"Card not Present" refunds and voids are now supported in Payouts for Verifone Point. We have also fixed an issue with refunds and voids of order deposit refunds (including directs ship deposit refunds). We are in the process of working on corresponding changes for TSYS Cayan.

Payments

For Received on Account payments, the "net due" was not including open credits after payment. Additionally, for job billed accounts and if the include credits was checked, we were using the job statement when setting the net due, but if not, we used the customer's statement (consolidated) instead. Changed to use the job's statement figures in either case (just consider the credits or not). Also, open credit total was for the customer, not the job. Caused confusion for accounts that pay by individual job. Changed to use the job's credit balance. They have the consolidated option to use in other cases.

Promotions

We have fixed an issue that could occur when resorting promotions in the data grid and the current data row being processed is nothing (an empty row). In that case, we will continue on to process the next row instead of producing an exception.

Sales Tax

The sales tax calculation for food tax (partially taxed food items) was not working properly for food-type items if they were included and the clothing percentage of the tax location was set to the total tax percentage.

EDI Promotions \ EDI Log

Fixed overlapping fields that were cutting off values. Changes to positioning and alignment tweaks.

Vendor EDI

Do It Best Classifications were not being loaded on items and catalog records. This has been corrected.

For companies using non-standard GL (General Ledger), the wrong fiscal year parameter was being used for processing.

Receipts

Fixed an issue where the totals figures displayed would repeatedly update (flash) during processing. This issue would only happen when processing a receipt including a random-length tally.

When updating an existing purchase order, we now make sure the last detail item (row) loaded is set as the current item for folders and item inquiry/maintenance.

Vendor Quotes

We have expanded the description's maximum length to 1,088-characters in PO vendor quotes grid.

Order Entry

On the Print tab of the Process (F12) form, if no branch default for purchase orders is set, we now default the first (top-most) printer selection to the station's backroom printer.

Customer Order item entry comments were not being copied to the Purchase Order for non-Stocked items when no message group was assigned to the item. This has been corrected.

Consolidated PO Build

An exception (error) could occur when using the Build (F5) function if one or more items did not exist at all branches in the branch selection. The code was attempting to insert duplicate keys in the inventory ItemSet.

Item Maintenance

Design changes to correct issues with fields getting cut off and others being editable instead of read-only. Cosmetic only.

An issue with the Next (F1) function was identified where "next" would stop working after an alternate SKU was selected from the listing. This has been corrected.

Merge/Rename Item (Utility)

When merging, we added code to ensure that the "from" item's Inventory Quantity records are deleted from each successful branch merge. In addition, we now make sure any Inventory Common records are deleted if no corresponding branch records remain.

Corrections were made to prevent an error occurring at True Value sites where the Merge/Rename Item form could error. An additional tab, "Merge Discontinued," is provided for True Value members. The data grid control found on this tab wasn't being initialized properly when this tab was referenced. This has been corrected.

Cost Corrections

We have added an additional re-check for backed-out receipts in the validation stage during final processing, in case a back-out was done after the initial selection was made and saved. This is being done to prevent possible errors.

Tags & Labels

We have corrected an issue where the Sale Price was not displaying on a label printed from a DYMO printer.

Item Analyzer

Corrections were made to prevent an error occurring in the Item Analyzer utility. The error was caused when the catalog vendors option was selected, but no records exist in the Vendor Catalog table. Due to this, the code did not populate array (list) of vendor catalog values. We now check the length of the list to make sure it's greater than zero before using the array.

Adjustment Codes

Manufacturing type adjustment codes with a method of "Setup Charge" should always have a quantity of one (1), so we now set the quantity to one (1) and make the field read only.

Sales Tax Maintenance

The description text-area (label) for Tax Surcharge tax location was not read-only. This only appears when Tax Surcharge feature is enabled.

Posting

After posting to an account, we now immediately update that customer's totals with the current account balances (these figures are used in determining highest balance figures).

Account Maintenance

Change text areas used as labels to read-only. Sales tax description, totals, etc.

Trial Balance Receivables Report

We are now adjusting the billing cycle to retrieve the correct records when the current billing cycle number is not set to the expected value.

Instant (Easy) AP Billing Support

Added logging for better trouble-shooting. We will now set the due date based on the terms if no due date is supplied in the file. Added logic to check whether dates being passed in by Backbone are valid (sometimes, we get dates with year 217 rather than 2017, for example). We only create log files of processed invoices when files are present to run. Changes were also made to handle partially-billed purchase orders and send notifications. Receipt partial-billing wasn't working correctly prior to this change.

The log will display "Instant AP Created" along with the hold reason. Changes were made to the log entry update logic to handle partials better. When both materials and adders are involved, we don't get a breakdown of the amounts for materials vs. adders, so we allocate the amount to materials first and any remainder to adders.

Rebates

The "total" text area below the grid was not read-only, but should have been. Re-sized the drop down to better reflect the width of the grid column for the rebate period.

Vendor Maintenance

Code was added to protect against null to string errors when processing rebates.

Close Receipts (Utility)

Was not showing open including the date specified (only less than the specified date). Change to include the specified date in the search.

Trial Balance (Report)

When using non-standard cycle, those cycles were not being set properly. This has been corrected. Cycles will no longer be reset unless the fiscal year is changed. Once the fiscal year is changed, we will keep same relative cycle numbers as defaults for the new year.

Balance Sheet (Report)

Balance sheet Last year-end and MTD Change columns were not balancing if exclude zero balances was chosen.

Journal Posting (Report)

We have fixed a possible index error that could occur if no header record is found.

Verifone Settings Dialog

Some minor positioning and alignment changes as well as setting some text areas as read-only.

Parameters

A new parameter has been added that can be used to override the default mapped or local drive. The parameter sets the directory default location when using the Import Wizard, attachment, and print file export (browse) options. Additionally, if the parameter is not set, cloud-hosted sites will default to the mapped drive share (usually S:\). Others default to the "C" drive. The setting is located on the Setup, Software tab of the Parameters form (Maintenance, Database). The setting is only accessible by support personnel.

Added new parameters SPBCFiscalTestUrl and SPBCFiscalProdUrl for on-going development regarding tax reporting in Puerto Rico.

Network Checks (Support Only)

Providing a function where support personnel can run a set of "ping" tests on all devices (pads, printers, etc.) associated with a given station (client).

Windows 10 TLS Warning

Windows 10 users running Microsoft .NET Framework 4.6.2 and using Verifone SIM or Verifone Point would erroneously be shown a message stating that Verifone was phasing out TLS 1.2 and that they weren't compatible. This message should no longer appear.

Unit Item Tally

This is a new and continuing development effort replacing the "unit tally" (wholesale) option released with version 11. There are two (2) types of "unit item tally:" single SKU and random length. This is partially completed and documented.

Messages Notification Icon

Updated the message count bubble (badge) to better accommodate three (3) digit values.

Application Themes

Added a new style for highlighting group boxes and panels.

The name (label) of theme "Standard" has been changed to "Modern."

Updated the default application logos.

Client (Customer) Logos

Fixed an issue where customer logos would disappear after minimizing the application.

Email \ Fax

The "branch time offset" (used to indicate different time zones across branch locations), when used, wasn't being considered when queuing records for email and fax delivery. The "send at" time could be set to the wrong time in these cases. When queuing records for email or fax delivery, we now use the client computer's time and add the proper offset value.

Dashboard Connection

Change to dashboard connection string to include application name and remove hard-coded login information (uses parameter-based values instead).

Business Logic (Inventory)

This update addresses a problem with returns that could cause on-hand to be incorrectly adjusted. If the on-hand on an item was already negative (-) and a return was processed, the on-hand could be adjusted by the amount of a previous return instead of the current one. This would happen when there was a previous return requiring a cost correction due to the item being been sold into the negative.

Daily Sales Report

Cosmetic changes were made to remove extra spaces and add additional currency formatting.

PO Document

When retrieving items, we now sort by the item's reporting sequence number so that items appear in the order specified by those values.

Purchase Orders Report

Changed the "with details" item heading to remove the "Back Order" heading replacing it with "Discontinued Reason." The actual column heading printed (shown) on the report is abbreviated to "DR."

We have added a new filter for "Back Ordered." This filter includes items where the last receipt date of the purchase order is notnull (nothing), the item has not been marked "closed," and the base quantity (ordered) is not zero.

Statement Remit Pages

We have added code to avoid a null reference error when formatting the Discount Date for the United Kingdom (UK).

A new function has been added to determine if the "Statements Show Open Credits" parameter was on or off at the time that the statement document was initially created. Statement documents are created at the time of monthly billing processing.

Month Selection

The month selections provided when scheduling "monthly" reports were missing "December." This was due to the size of the tree view control in relation to its parent panel.

Stock Valuation Report

Added space between group total and beginning of next section.

LIFO Report \ Sales Analysis Inventory Reports

Errors would occur when trying to determine the start of the fiscal year when non-standard GL (General Ledger) was being used.

PDF Export

We have fixed an error that could occur during PDF export error due to the output character buffer being too small to contain the decoded characters.

Invoice Email

If a customer is set to not print pricing, we no longer include the invoice total in the email body text.