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Release to Production: Jan 31, 2024
Release Notes Statement
New functionality added to Mosaic is controlled by feature flags to ensure readiness prior to use in production environments. Throughout release notes the phrase “If enabled” is used to designate capabilities that may be turned on or off. Such options may be released for a limited audience or dependent upon additional updates. These options will still be referenced in release notes to make clients aware all new application capabilities.
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AR Account Management
To further streamline the management of AR Accounts, Mosaic has implemented the following features based upon customer feedback and requests.
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Active Flag - The "Active" column's checkbox is replaced with simple "Yes" or "No" values for clearer representation."
Print AR Statement by Account
AR Account Lookup now allows for the download and/or print of an AR Statement by Account for all accounts selected. Users can access by selecting the AR Accounts in People & Accounts > AR Account Lookup for the report and clicking “Print Statement” at the top of the screen.
Report features include start and end date filters, ability to sort by Date & by Customer/Date, and ability to include or exclude line item details.
The resulting output is a printable report that contains grand total lines for all accounts selected. Users can also print the report to PDF for electronic sharing.
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Course Materials Validation
Mosaic now includes a check for existing ISBNs upon manual creation. Previously, users could add new books with an ISBN that already exists in the system, leading to duplicated records. Now, attempts to add an existing ISBN will present an error message requiring reconciliation of the new product details or the existing book/product record.
Validation checks both dashed and non-dashed ISBNs values
Users must change the new ISBN value or remove the existing record to be able to add course materials.
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Report Fixes & Improvements
Stock Adjustment Report Reference Field
When running a stock adjustment report, both in Preview mode and CSV download, a new column called “Reference” is now included. Reference will show one of 3 values:
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Sold - Items sold through the POS system.
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Online Sale - Items sold online through the website
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If the product was sold or refunded, this field will display the transaction number or web order number.
The reference value is useful for stores investigating the history of stock adjustments.
Note: This change is not retroactive over existing data, but stock adjustments from transaction activity after this release will contain reference information.
Other Reports
The POS Device Reconciliation Report has been made more performant. The report now processes larger volumes of data more efficiently.
The Author List report now shows correct pricing for new and used titles. A bug was fixed where the new price was showing for used titles.
Reports > Transaction Search and the “Transaction Details” data exchange export job now filter appropriately based upon the selected criteria. Previously, both menus in Mosaic were not respecting specific transaction filters under certain conditions.
Product prices now accurately show on web order Pick Lists. Previously, the product price on pick lists read $0.00 for all products.
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Sales Events
Additional search options have been added to the search bar in Admin > Sales Events that enable users to find sales events including a specific product. Users can now search by Sales Event Name, Product Description or Barcode.
To be consistent with the rest of Mosaic, adding and editing Sales Events now takes up all available screen space. Previously, this screen did not utilize the entire screen, causing issues for some people using smaller screens.
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Miscellaneous Enhancements & Bug fixes
AR Account Management - The action buttons to the right of ‘Balance Due’ and their respective modal windows have had labels changed to more clearly describe the actions that the provide.
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