WinPRISM V27 / PRISM360 V1.8 / Mobile POS V8 / Toolkit V2.0 Release Notes

Important Notes

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WinPRISM v27 has many new features and updates that assist with PCI Compliance. In order to make sure your update completes all steps, please contact NBC to perform the update for you.
WinPRISM v27/ PRISM360 v1.8 is not supported on Windows Server 2003. If you are using Windows Server 2003 and wish to load WinPRISM v27/ PRISM360 v1.8, please contact your system sales representative to discuss your options. WinPRISM v27 is not supported on XP machines. If you are using Windows XP and wish to load WinPRISM v27/ PRISM360 v1.8, please contact your system sales representative to discuss your options. WinPRISM v27 does not support using Failsafe registers within PA-DSS compliance. If you are actively using Failsafe, be aware this is not available with WinPRISM27.
You must load WinPRISM v27 in conjunction with updating to PRISM360 v1.8, if you are running PRISM360. As part of the update, you will need to uninstall and reinstall the applications using the .exe file. Previously, the software would auto-update, but with the changes to encryption in this version, you will need to uninstall and reinstall the executables on both ICS workstations and POS registers manually. You must be logged in as an administrator to perform this function.

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Transactions tendered with a Gift Card were not showing on the A/R Reconciliation Report in WinPRISM > Accounting Tab > Receivables > Invoicing > Transaction Inquiry > Reports. This has been fixed so that transactions tendered with a gift card from WinPOS and PRISM360 show on the report.
A/R Used For Rental Guaranteed Tender (v 25.0.8, V 1.0.4, v 4.06)
The Tender export has been changed so that A/R tenders (A/R accounts) sent to Thunder have a flag to indicate they may be used for a rental guarantee tender.
DCC Doesn't Exist (492313) (v 25.0.7, V 1.0.4)
Items were loading into Thunder with DCC values that did not exist. This has been fixed.
A/R Now Available for Rental Guarantee (492899) (v 25.0.8 V 1.0.4 v 4.06)
A/R was not available to use as an A/R Rental Guarantee Tender. Code has been added so that an A/R account can be used for a guarantee tender Mobile POS.
Transfer Service Starts Too early (585509, v26)
The request was created to correct an issue that was not consistently appearing at sites, but had the potential to manifest itself under certain circumstances. If the NBC Transfer Service was started after a server reboot, but before the Thunder DB was online, the transfer packets would build up and not be transferred, even though the Thunder Import/Export would come online at a later point during the server boot process. This has been corrected.
Errors Post Voiding Membership Transaction (504769, v26)
An error was being given when a membership transaction was post voided on PRISM360. This has been fixed so that a post void can be done on a membership transaction.
Duplicate Items Being Linked (482963, v26)
Due to data issues, duplicate prism items linked to the same book information were causing issues that would then cause rentals to not load correctly in PRISM360. This issue has been corrected.
Check Tender Issues (507343, v26)
The Check tender was giving an "Unknown Error" when used on PRISM360. This has been fixed so that when a check is used for a tender, the transaction approves correctly and the insert and receipt print without error.
Zero Balance Accounts (482961, v26)
When an A/R transaction was done on PRISM360 with a customer that had multiple accounts and one account had a zero balance, the zero balance account was being displayed first. This has been changed so that the account with a non-zero balance is displayed first.
Encryption Key Check (532533, v26)
A check has been added when logging into a PRISM360 register or Mobile POS to verify that the encryption key has been set. If the encryption key has not been set, the user will not be able to login into a PRISM360 register or Mobile POS.
Blackboard Issues (532165, v26)
The message that was received from Blackboard was not being parsed correctly, causing the authorization to fail. This has been fixed so that Blackboard transactions can authorize correctly on PRISM360.
Shift4 Post Void Problems (516924, v26)
Shift4 post voids were failing because the Shift4 invoice was not correct. Also when a Shift4 post void was done, the transaction was not showing voided on Dollars on the Net. These issues have been fixed on PRISM360 so that when a Shift4 transaction is post voided, the post void completes correctly and shows that the transaction has been voided on Dollars on the Net.
DCC Sale Post Void Causing Issue (517337, v26)
The PRISM360 register and mobile phone, when a DCC sale was post voided the message "Unknown Error" was being given. This has been fixed so that a DCC sale can be post voided correctly without error.
Failed to Authorize GC (484553, v26)
If a GC was used as a tender on a PRISM360 return transaction, the register would get in a strange state and would not allow the transaction to finish. This has been fixed so that a gift card can be used as a tender on a return transaction and complete correctly.
Linking Problems With Customers (484225, v26)
In PRISM360, there was the potential for the customer's phone/address to get linked to the wrong customer/location. This has been corrected.
Rental History Not Saved Correctly (501442)
Rental history records with blank XREF's were not getting saved correctly and therefore were not being displayed in the list of rentals when returning/refunding on PRISM360. This has been fixed so that if a rental item with a blank XREF is sold, pressing the "Rental Return" button on the Item Details screen will show that same rental item in the Rental Return window. Also, an error was being given if the "Refund" button was pressed on the Item Details screen instead of the "Rental Return" button. The "Refund" button has been disabled when a rental item is entered on PRISM360.
Transaction Inquiry Not Working as Administrator (490043)
The Transaction Inquiry section was not displaying when logging in as Store Admin on the Thunder Admin website as it should. This has been corrected and when you now log in as Store Admin on the Thunder Admin website, the Transaction Inquiry section is available.
Jumpbook Authorization Failed (497770, v26)
When a jumpbook was used on a PRISM360 transaction, the following message was being given: "Exception has been thrown by the target of an invocation. Invalid Server Database Id" This has been fixed to allow a jumpbook to be on a PRISM360 transaction without error.
Membership Discount Not Applied (500484, v26)
When running a membership transaction on PRISM360 with a membership account that is using DCC with a percentage, the discount was not being applied. This has been fixed so that the discount is applied when running a membership transaction with an account that is using DCC percentage.
Full Download Failing (487512) (v 25.0.4, V 1.0.4, v4.02)
The full download from WinPRISM or PRISM360 was failing. This has been fixed so that the full download runs without error.
Transactions With Discounts Failing (482960) (v 25.0.8, V 1.0.4, v 4.07)
A PRISM360 transaction was failing with "Transaction has been modified" when an A/R discount and an item discount with a higher value was on the same item. This has been fixed so that when an item discount with a higher value is on an item that also could receive an A/R discount, the transaction is completed correctly without error.
Special Taxes and Rental Transactions (668109, v1.8.1.18)
The Special taxes that use the Non-Taxable and Taxable buttons did not work with rental transactions. This has been fixed so that rental transactions follow the same logic for Special Taxes.
Account Code (676763, v1.8.2.5)
An enhancement has been made to the Customer Details screen. The accounts previously displayed the account code. This has been changed to display the account name.
Special Item Groups (677206, v8.13)
Code has been changed so that if a Special Item group has no items in the container, the following message is given: "(container name) has no sub-items. Fix the Session config"
PIN Required (677205, v8.13)
A "Back" button was displaying on the PIN entry screen which was allowing the user to go back into the register program without entering a PIN. This has been fixed so that the "Back" button has been removed and a PIN is required.
Special Items Quick Menu (677203, v8.13)
Special Items could only go three levels deep no matter how many levels were setup in Thunder Admin > Quick Menu Profiles. This has been changed so that Mobile Special Items goes as far down as the Quick Menu Profile has.
Split Tender on a Rental Transaction (669291 and 669290, v1.8.1.21)
When split tendering a rental transaction and using a credit card for the second tender, the transaction would fail. After fixing the issue, the guarantee tender would not prompt if a credit card was used as the second tender when split tendering a rental. These issues have both been fixed allowing a split tendered rental transaction to process correctly.
Also, when doing a credit card rental guarantee paying with a credit card and paying with other for the transaction the message "NBC Error 1, Log 4869296 – Guarantee credit card tender must have an expiration date after the due date" was being given. This has been fixed so that a rental transaction can be done using a credit card for the guarantee tender and credit card for payment or using "Other" for payment.
Required Fields (668923, v8.12)
When adding a new customer on Mobile POS, some fields are required. Before the change, each field would display separately has needing to be required. After the change, the message displays all fields that are required.
Error Accessing Special Items (668922, v8.12)
An error was displaying when attempting to access the Special Items menu option. This has been changed so that the Special Items menu is limited to three layers deep which will no longer cause an error message to appear.
Search by Customer Name (668116, v1.8.1.21)
A change was made on the receipt lookup so that the card holder name can be searched on using Customer Name.
Bank Debit Cards Failing (669296, v1.8.1.19)
Bank debit cards in PRISM360 were always using the merchant ID/client tokens from WPServer. This was causing the bank debit card transactions to not flow to Shift4 correctly. This issue has been fixed so that the bank debit cards use the fields stored in the PRISM360 database like credit card authorizations do. This issue has been patched and tested out in the field and is working correctly.
Deletions from Quick Menu (669294, v1.8.1.19)
Code has been added to the Quick Menu Mode that allows the user to delete an item and add or subtract a quantity to that item. This new menu is on the Yellow Item screen. The Delete button will delete and item from the transaction. The "+" button will add to the quantity of an item and the "-" button will subtract from the quantity of an item.
Searching by Customer – Mobile POS (670578, v8.12)
When searching on a customer, the search field was defaulting to "0". This has been fixed so that the search field can be searched on.
Rental Guarantee Tender (670110, v1.8.2.4)
Rental guarantee tenders using a credit card in non-P2P mode was giving the error "Guarantee credit card tender must have an expiration date after the due date". This has been fixed so allow credit cards as a guarantee tender with non-P2P mode.
Zero Balance Transactions (669649, v1.8.1.19)
Zero balance transactions were not completing. A tender amount had to be entered before the complete button would appear. This has been fixed so that if the transaction total amount is zero, a cash tender is used automatically, and the transactions completes. In order for this to work, the cash tender must have "Cash" in the "Cash/Check" field on the Tender setup.
Gift Card and Split Tenders (672935, v1.8.2.1)
When a transaction was split tendered using all of a gift card for the first tender, the message "Tender (GIFT CARD) account number not entered. Please re-enter." was being given. This has been fixed so that a gift card can be used for a split tendered transaction.
Timeout Value for Tenders (672936, v1.8.2.1)
A change was made to the PRISM360 register to have it use the timeout value set for a tender, instead of a hardcoded value. This was not completely applied, which caused Tender Retail transactions using a pin pad to timeout. This has been fixed so that a Tender Retail transaction using a pin pad can be completed without timing out.
Registering PRISM360 Hardware (675252, v1.8.2.2)
When registering or unregistering a PRISM360 register that had the "/1.8/webai" appended to the end of the URL, the message "Unable to connect to Server" would be given. This has been fixed so that either the URL or URL with the "/1.8/webai" appended to the end will work when registering or unregistering the PRISM360 register.
Rental Refund (675258, v1.8.2.4)
A rental refund could not be refunded if the refund was being done on the same day as the Refund Exp Date. This has been changed so that a refund can be done on the refund exp date.
Switching from Non-Taxed to Taxed A/R (676052, v1.8.2.4)
When a customer has two A/R accounts and one of those accounts is non-taxable and is used, switching to the other account was not giving the total amount correctly. This has been fixed so that when a non-taxed A/R account is used initially but removed so that the taxed account is used, the total amount of the transaction is updated correctly allowing the transaction to complete.
Restricted DCC (676050, v1.8.2.4)
If a DCC was restricted on an A/R sale, the error message given said "an item was not fully tendered SKU 10000274" unassigned =10.00". This has been changed to a more descriptive message. The message now reads "The following items are restricted by DCC. Please use another tender" (with a list of items under the message that are restricted).
Default to XREF Field for Multiple Rental Periods (672938, v1.8.2.1)
If a rental had two rental periods, the cursor was not defaulting to the "XREF" field when entering a transaction. This has been fixed so that if a rental has two periods the cursor still defaults to the "XREF" field during a transaction.
Cannot Retrieve Suspended Transactions (671594, v27.3.2)
Suspended transactions were not showing on the suspended receipts list and could not be retrieved. This has been fixed so that the suspended transactions show in the receipts list and can be retrieved.
Renting on Mobile POS (670673, 668920, v1.8.1.23)
When the "Rent" button was pressed, the app was crashing. This was a server side issue where if the Current Date was the same as the End Date then the rental period wasn't being sent. This has been fixed so that the rental period is sent when the Current Date is the same as the End Date allowing rentals to work on the phone.
Also, when searching on a SKU and then pressing the Rental Return button, a list is given with XREF's and Customer names. This list had a maximum amount of 50 entries that could be displayed. This has been changed to load all of the results like the search screen does for items.
Membership Discounts (668111, v1.8.1.19)
Membership discounts were not splitting correctly between items that entered different tiers with different discount amounts on each tier. This has been fixed so that the correct amount of discount is given based on the tier level and the discount that is given on each tier.
Barcode Listing (526471, v26)
At the PRISM360 register, when a barcode was scanned without the extension, a list with two entries was given. If the barcode was scanned again without the extension, two more entries were being added. This has been changed so that the search list is cleared with each new scan as opposed to being added to each scan.
Checkboxes Made Easier (526482, v26)
The checkboxes were too small to select via touch in PRISM360 > Tools > Hardware. The checkboxes have been enlarged for easier touchscreen ability.
Manual Taxes Not Flowing (526469, v26)
When returning an item from a PRISM360 receipt where manual tax was applied, the tax was not showing up correctly on the return. This has been fixed so that the manual tax amount from the sale is the same tax amount that is given on the return.
Rental Return Issue (563861, v26)
A rental return was showing up correctly on WinPOS as zero dollars, but when returned on PRISM360 was showing the full price. This has been fixed so that a rental return shows zero dollars on PRISM360 and a rental refund shows the full price.
Scanner Issues (566484, v26)
After a credit card was swiped on PRISM360, the scanner would no longer scan items on the transaction. This has been fixed so that when a credit card is used and swiped on the MSR keyboard on the PRISM360 register the scanner will continue to scan items correctly.
Jumpbook Refund Not Working (566486, v26)
Jumpbook sales could not be refunded on PRISM360. This has been fixed so that jumpbook transactions can be refunded on PRISM360. When refunding by receipt, the basketid is not needed as it is saved on the transaction. When refunding by item, the basketid is required to do the refund. If the item is already refunded the message "Jumpbook Service Error: Unable to return item" is given to the user.
Total Not Being Updated (560494, v26)
On PRISM360, when multiple items were added to a transaction, if the Total key was pressed and then one of those items was removed from the transaction, the total transaction amount was not being updated. This has been fixed so that when an item is removed from a transaction containing multiple items after the total key is pressed the total transaction amount is recalculated and displayed correctly on the register screen.
Gift Card Created and Used (556089) (v 1.0.5, PRISM POS Version 2.02a, build 7, v5.03, v26)
When a gift card was created on Mobile POS, and then used as a tender the message "Tender GIFT CERTIFICATE: (gift card) The authorization was declined. Insufficient funds in AR Account." was given. This has been fixed so that gift cards created on Mobile POS, can also be redeemed/used as the gift card tender on Mobile POS transactions without error.
Refund All Not Working (563133) (v 1.0.5, v26)
PRISM360 was allowing a previously refunded item to be refunded again from the Receipts screen using the Refund All button. This has been fixed so that the original transaction and refunded transaction cannot be refunded again (whether a singular item or the entire order) after it has already been refunded.
Purple Pass (CBORD) (563132, v26)
The format being sent to CBORD has been changed to allow the "Purple Pass Version".
Receipt Indicator for Taxes Incorrect (560493, v26)
The receipt indicator for tax was showing "N" on refunds, even though tax was on the PRISM360 transaction. This has been fixed so that the tax indicator prints "Y" on refunds when tax is on the transaction.
A/R Issues with PRISM360 (563134, v26)
Timeouts were occurring on PRISM360 A/R transactions. The cause of the timeouts were due to slowness in the queries. This has been fixed by making the queries faster so timeouts will not occur.
Post Void of Cash Transactions (560495, v26)
When a transaction that had change due was post voided on PRISM360, the RR report that prints from the register and the Register Totals report printed from WPAdmin were both incorrect. This has been fixed so that the RR report and the Register Totals Report print the correct information when a transaction that had change due is post voided.
DCC Sale Refunds (560492, v26)
When running a DCC sale on PRISM360, the "Refund" button was disabled so DCC refunds could not be done. This has been fixed so that when a DCC sale is done, the "Refund" button is enabled so that a DCC refund can be done.
Transfer Customer from Receipt on Return (526483) (WinPRISM 25.2.5, v 1.0.5)
On a PRISM360 transaction, when returning items from an existing A/R sale receipt, the customer was not being added to the refund and the cashier had to manually add the customer. This has been fixed so that the customer on the sale receipt is transferred to the refund receipt when refunding from an existing sales receipt.
Adjust Tender when Gift Certificate is Less Than Transaction (526484) (v 25.2.5, v 1.0.5)
At PRISM360 when a gift card is used to tender a transaction and the gift card balance is less than the transaction amount, the gift card tender will be automatically reduced to match the max value of the gift card balance and then an additional tender will be needed to complete the transaction. During the process the register will warn about this process as follows: "Tender GIFT CARD: (gift card number) The gift card has insufficient funds. The tender has been reduced to the gift card balance."
Non-Working Transaction Combinations (526473, v26)
The following transaction combinations have been disabled on PRISM360 due to the fact that WinPRISM can't import these transactions: 1. Pay In and Pay Outs tendered with A/R. 2. Gift Cards bought and tendered with a Gift Card. The following messages will be given if the above transactions are attempted: "Tender (A/R CHARGE) can't be used with the current Special Items(s)". "Tender (GIFT CARD) can't be used to buy/sell a Gift Card".
CID Reason (557995) (v 26.1.2, v 1.0.5, v5.04)
The CIDReason field was not being handled correctly when the <CidReason xsi:nil="true" />. This was causing the xml packets to not be picked up. This has been fixed so that when the <CidReason xsi:nil="true" /> the xml packets are picked up and processed correctly.
Local 360 (555936, v26)
The ICS Download module was not working when a store was configured as a "Local-360". This has been fixed so that the ICS Download module opens and can issue a full download for a store setup as Local-360.
Authorization Type for PRISM360 (566125, v26)
When the Authorization Credit Service was set to "Bank Debit Card" for the debit card tender, the transactions tendered with a debit card were not processing correctly on PRISM360. This has been fixed so that debit card tendered transactions process on a PRISM360 register when the Authorization Credit Service is set to Bank Debit Card.
Settlement (582200, v26)
The Tender Queue Settlement module was not showing POS systems that were set up as Local-360. This has been changed so that the Tender Queue Settlement module shows all types of POS systems including Local-360 types.
Payout in Incorrect Sign (580139, v26)
When running a Payout the extended price had the incorrect sign. This has been fixed so that the Payout has the correct sign and is correct on the Register Totals Report.
Duplicate Transactions (566118, v26) When importing Thunder packets, a change was made to filter duplicate transactions by TranNumber instead of by Guid thus allowing the other transactions to still process in but the duplicates to be ignored. When a duplicate transaction is received the xml file will error and WPConsole will report the following error: -Duplicate Transaction/s Found -Duplicate Transaction/s Ignored -Duplicate List: -(receipt number) -Any remaining Transactions processed.
Refunding to a DCC (585484, v1.06)
Refunds were not working correctly on a DCC item. This has been fixed so that DCC's can be refunded without error.
Balance Inquiry Changes (585491, v1.0.6)
Previously the Balance Inquiry for customer only showed "Account Name" and "Available Balance". This has been changed to include an "Amount Spent" field as well.
Rental Guarantee Tenders Expiration Date (597470, v1.6)
The expiration date on the credit card was not being checked for Rental Guarantee tenders. This has been fixed so that the expiration date is checked when a credit card is used for the guarantee tender. If the card is expired, the message "Guarantee credit card tender must have an expiration date after the due date" is given.
Auto Checkbox Corrected (585494, 1.0.6) The "Auto" checkbox on the Customer Details screen was defaulted to checked. This has been changed so that the "Auto" checkbox is unchecked by default.
Middle Initials and Credit Cards (643198, 360 v1.7)
Some middle initials on credit card transactions were causing errors. This has been fixed so that credit card transactions that use a card with a middle initial approves correctly.
TI Refunds and Shift4 (641836, v27)
When a TI refund was done against a credit card transaction, an error was being given. This has been changed so that TI refunds using Shift4 P2P mode complete correctly without error.
Adding A/R Account to Existing Customer (645684, 360 v1.7)
An error was being given when attempting to add an A/R account to a customer on PRISM360. This has been fixed so that the account can be added to a new customer without error.
Transaction Discount and Cancelled Transactions (640746, v7.05)
When a transaction was cancelled or suspended that had a transaction discount, the star was still being displayed on the Transaction Discount button. This has been fixed so if the transaction is cancelled or suspended, the star is removed from the Transaction Discount button.
Credit Card Numbers Not Being Masked (639541, Mobile v7.1)
The credit card number was not being masked when hand entered like passwords and other sensitive information within the Mobile app. This has been fixed so that when a credit card is hand entered, the numbers get masked.
Hand Enter Rental XREF (645942, v27)
A rental XREF could not be hand entered in the Search field to refund a rental. This has been fixed so that a rental XREF can be hand entered in the Search field to refund a rental.
Renting / Refunding in PRISM360 (649637, v27)
The request was created to correct a defect in Prism360 when renting/refunding a Partnership v2 item in successive transactions. This has been corrected.
A/R Sales (647717, 360 v1.8)
A/R sales were not working correctly and were unable to process. This has been fixed so that A/R sales process correctly without error.
Transaction Discount on Rental Transaction (651094, v1.8)
When a rental transaction had a Transaction Discount, the discount amount was reflecting the buy price instead of the rent price. This has been fixed so that the discount is coming off of the rental price instead of the buy price when appropriate.
Shift 4 P2Pe and Rentals (645687, v27)
When running a rental transaction and using A/R as the guarantee tender, the message "Cannot Retrieve Token" was being given when using Shift4 in Point to Point mode. This has been fixed so that the UTG is bypassed and the error is no longer given. The transaction completes correctly without error.
Penny Rounding Issue (651093, v27)
There was a penny rounding issue that was causing transactions not to complete when certain dollar amounts, taxes and transaction discounts were being used. This has been fixed so that when these amounts, taxes and discounts are used, the transactions complete correctly without error.
Sale Event Transaction Suspended (643196, v27, Mobile v7, 360 v1.7)
When an item is on a sale event and that transaction is suspended, when retrieved the sale event was not on the item. This has been fixed so that when a retrieved transaction that has a sale event on an item is retrieved it correctly includes the sale event. During more testing it was noticed that the color/size was not showing on the retrieved transaction. This has been fixed so that when the transaction is retrieved the color/size is displaying correctly. If the sale event expires before the transaction is retrieved the sale event will not be on the retrieved transaction.
Gift Cards (654149, v1.8)
When a single gift card was used more than once as a tender on a single transaction, there were two issues occurring. First, when the gift card was used for the second time on the same transaction when it no longer had a balance, the confusing message "The gift card has insufficient funds. The tender has been reduced to the gift card balance" was given. Secondly, the gift card was being incorrectly applied twice and when the transaction was cancelled, the gift card balance was double the original balance. This has been fixed so that when the same gift card is attempted after already using the balance earlier in the transaction the message "This gift card has already been used in the current transaction, select another please" is given and a new tender must be used.
A/R as Guaranteed Tender (643462, v8.1, v1.8)
When renting, A/R was not able to be used for the guaranteed tender. This has been fixed so that A/R can again be used as a rental guaranteed tender.
Manual Cards and P2Pe (654474, v1.8, v8.1)
Code has been added to send a P2P flag when set in Thunder Admin to Mobile so that manually entered cards is not allowed. This flag can be set in Thunder Admin > Parameters > Other > Use Point-To-Point Authorization. The hardware layer changes needed to support the Captuvo sled with P2P were also added. This allows the Captuvo sled to swipe credit cards in P2P mode. Additional testing will be done during the certification process with Shift4.
Register Totals Report (654471, v27, v1.8, v8.05)
The RR report on Mobile POS and the Register Totals Report on WinPRISM did not match when a post void was done because the Register Totals Report was including the post void transactions in the total. This has been fixed so that the Post Void is not calculated in the total which matches the RR report from Mobile POS.
Allow Manual Charge Auth Tender (664702, v1.8.1.14)
Code has been added to allow a manual charge auth tender. When used, the customer would call the bank to get an approval number. PRISM360 now has a field on the register for this number to be entered when the manual charge auth tender is used.
Error Adding Sequence Series (663211, v1.8.1.13)
When attempting to add a sequence series in Thunder Admin, an error was being given and the program would lock up. This has been fixed so that a Sequence Series can be added without error.
Rental Transactions Returned After Expiration Date (663210, v1.8.1.14)
Rental transactions that were returned after the Refund Expiration Date were being given a full refund. This has been fixed so that if a rental is returned after the rental expiration date, a return is being done (zero dollars) and if it is returned before the refund expiration date a refund (dollars back) is given.
Return To: Field (662030, v1.8.1.14)
Code has been added to Thunder Admin Tool in Quick Menu Config where if the "After transaction return to:" is set to Special Items, the Special Items screen will show on Register startup and when a transaction is completed.
Cancel a Tender (661995, v1.8.1.14)
The message "Sequence contains no matching element" when the following steps were done:
Tender a transaction with tax exempt tender that does not allow change due.
Press "No" to the message "The transaction amount has changed. Do you want the tender amount adjusted?"
Cancel the tender from the Tender screen.
Press the "Total" button.
This has been fixed so that when those steps are done, the user can cancel the tender and select a new tender with no errors.
Credit Card Authorization (657399, v8.05)
When cards are authorized for less than the amount that was submitted, a prompt is displayed to the user that indicates the amount that was submitted and the amount that was authorized.
Discontinued and PRISM360 (654437, v1.8.1.15)
Code has been changed so that if an item is discontinued, PRISM360 now limits what is sent to the POS Database, based on the Discontinue Method for GM, TX, TR and PK in WPAdmin > Inventory Control > Store Set Up > Store Information.
Destination Zip Code (668105) (v1.8.1)
Shift4 is requiring that we send destination zip code when doing authorizations. This has been fixed so that the zip code is sent on swiped transactions. This was approved by Shfit4 during certification.
Suspended Transactions (667573, v1.8.1)
Suspended transactions could not be retrieved. The message "The application encountered an error. Please try again" was given. This has been fixed so that suspended transactions can be retrieved correctly without error.
Jumpbooks URL (667572, v1.8.1)
The URL stored in the PRISM360 database for Jumpbooks has been changed to: https://jumpbooks.nbcservices.com/jumpbooks_pos.asmx.
Quick Menu Mode and Searching (664735, v1.8.1.15)
When the Quick Menu Mode was opened and a Balance Inquiry or Customer Search was done, swiping the cards was not working. The Quick Menu Mode would have to be closed in order to swipe cards. This has been fixed so that swiping of cards in Balance Inquiry and Customer Search work correctly even with Quick Menu Mode open.
Discounts and PRISM360 (663176, v1.8.1.15)
The "Discounts" flag in WPAdmin > Inventory Control > Store Set Up > Department/Class/Category was not being used at the PRISM360 register. DCC's were still giving discounts even though this checkbox was not checked. This has been fixed so that if the "Discounts" checkbox is not checked, discounts will not be allowed on items that are within the DCC.
Multiple Accounts (660335, v1.8.1.14)
When a customer had multiple accounts with different tax types (taxable, tax exempt), the user could not change between the accounts when tendering like they could when the tax types on the account were the same. This has been fixed so that when a customer has different tax types on multiple accounts, the cashier can select which account to charge. This is done by pressing the red "X" next to the account they do not want to use and selecting the account they do want to use.
Discontinued Items Being Sent to PRISM360 (654473, v1.8.1.15)
Code has been changed so that if an item is discontinued, the restriction on whether to send the item to POS is based on the Discontinue Method for GM, TX, TR and PK in WPAdmin > Inventory Control > Store Set Up > Store Information.
Terminal ID Removal (638457, v27.2.6)
The Terminal ID in the request has been removed to improve the rental not returned and rental guarantee functions. This change was needed for the Shift4 certification. This change was added and approved during Shift4 certification.
Tax Exempt Override (668110, v27)
When using special taxes, if a Tax Exempt override was done from the Details screen, the taxes were not being refreshed automatically. The tax amount did not get changed until the "Total" button is pressed. This has been fixed so that when a Tax Exempt override and a tax exempt number is entered at the Details screen, the tax amount is refreshed as soon as the user closes the Details screen.
Rental Refunds Not showing Tax Amount (668112, v27)
The Rental refunds were not showing the original tax amount when the tax amount was overwritten. This has been fixed so that when the tax is overwritten on a rental transaction and then a refund is done by receipt, the tax amount is the correct amount that it was on the sale.
Key Management (668113, v27, v1.8.1.17)
The Key Management page used to have two tabs, one for Passphrase and one for Master Key. This has been changed to one Encryption Key tab. NOTE: If logging in with Root, there are two tabs: Encryption Key, Master Key.
Refunding Sale Priced Items (668104, v1.8.1.23)
The request was created to correct a defect in Prism 360 regarding refunding sale priced items. When items were present on a sales event at the time they were sold, if they were later refunded via locating the receipt out of the "Receipts" menu on the register, the sale price was not being factored into the transaction. This has been corrected so when an item is refunded via the "Receipts" menu, the price at which the item was sold is the price at which it is refunded. There are also changes in this ITG to modify refunds in other scenarios where items were sold at modified prices and returned later, including discounts, price overrides, and AR considerations. In each of these situations, the correct price at which the item was sold is the price at which it is refunded.
PRISM360 User Permissions (668107, v1.8.1.21)
The request was created to correct an issue involving Prism 360 User permissions. When users were assigned permissions in Prism 360, these permissions were being overwritten with subsequent user record updates from WPAdmin User Security. This has been modified so permissions are set the first time a user is added and not overwritten with subsequent updates to the user record in WPAdmin. If permissions need to be changed for Prism 360 users after they are initially added, the changes must be done in Admin tool.
Quick Menu Mode and IE 11 (67041 v1.8.1.21)
The request was created due to a defect in IE 11 that was causing deleted items to still appear in Quick Menu Mode profiles. This has been corrected so items that are deleted from QMM profiles remain deleted after the profiles are saved and refreshed.
Custom Import Fails (670412, v1.8.1.21)
The request was created to correct a defect in Thunder Import/Export when updating Gift Card/Certificate customers who also had non-GC A/R accounts attached. It was found that if there existed a GC customer that also had other non GC AR accounts attached to it, the customer import would fail. This request changed the 360 transport code so that it only imports the GC account. All others will be ignored and not imported into 360.
Atrium Service Added (675521, v27.3.2)
Atrium service has been added for PRISM360. A change was needed on the WinPRISM side to add Atrium as a service type. This has been added to WinPRISM in the Tenders > Edit Tender Code > Credit Service. This service type will be only viewable to users using Atrium.
Full Download Fail (674744, v27.3.1)
When running a full download the error "Thunder Export Item Exception in GetPosUpdateData()". was being given. This has been fixed so that a full download run correctly without error.
Debit Cards as Rental Guaranteed Tender (673087, v27.3.2)
Debit cards were displaying on the list of tenders that could be used for rental guarantees. This has been fixed so that only credit card and A/R are allowed for guarantee tenders.

Mobile Enhancements / Corrections

Required Customer Fields (564475, v26.1.5, v5.04)
WinPOS was not checking for required customer fields. This has been fixed so if the customer field is required a customer cannot be added on Mobile POS without the required fields entered.
Memberships Resulting in Discounts (544778, v26)
When a membership mobile transaction was done that resulted in a discount, when refunding that transaction by receipt, the customer was not being added to the transaction but the discount was. As a result, WinPRISM could not handle this data. This has been fixed so that when a mobile POS refund is done by receipt the customer will be added automatically. This is for all types of transactions that have a customer (Memberships, A/R and Rental).
Guarantee Tender (544777, v26)
When running a rental transaction on Mobile POS, the guarantee tender did not automatically prompt for the swipe of the credit card. Upon backing out of the screen and coming back in, the app did prompt for the credit card swipe. This has been fixed so that the phone prompts for the swipe of the guarantee tender credit card as soon as it is selected.
Rental Items on Mobile (538547, v26)
Rental items could not be entered on Mobile POS. The "Back" button needed to be pressed to add the rental and then after the XREF was entered the guarantee tender screen would not be displayed. These issues have been fixed so that a rental can be added to a Mobile POS transaction correctly without error and the guarantee tender screen is displayed correctly after the rental is added to the transaction.
Totals Incorrect for Rental Refunds (538548, v26)
When a Mobile POS rental refund is done that has a discount, the subtotal and total amounts are incorrect on the Transaction Totals screen. This has been fixed so that the subtotal and total amounts are correct on the Receipts screen and the Transaction Totals screen.
Wording Changed (530348, v26)
The Mobile POS client version has been changed so that if the version is incorrect, it alerts the user that the version is incorrect with the message, "Invalid Version".
Invalid Signature (497526, v 3.30, v26)
When a signature contained an invalid point (basically a signature that moved outside of the signature box) the Mobile POS app would fail. This stored a bad signature in the database that could not be printed. This issue has been fixed so the values within the range of the image size have ben clipped so that storage of invalid coordinates are no longer done. This allows any signature to be stored and printed without crashing the app.
Troubleshooting Items (497529, v26)
From the Admin Tools menu > Administrative, a thunderping tool has been added. To run, enter the POSID and press the "CC Ping" button. This will return a "PING" screen with the ping details. Also, the version has been added to the server logon so entering "1.0.4" is no longer needed when registering the device.
Button Corrections (493140, v26) (v1.0.4, v 4.05)
The Transaction Discount and Cancel buttons were being disabled after the first item was scanned on Mobile POS. This has been fixed so that these buttons are enabled and can be used when an item is scanned and added to the transaction.
Last Item Not Showing (493141, v26)
If there are more items scanned on Mobile POS than fit on the iPhone screen, the last item scanned was not showing up in the scroll window. This has been fixed so that the last item scanned is shown on the yellow item screen.
Phone Crashing on ROA (492311, V 1.0.4, v 4.05, v26)
When transacting an ROA Pay In (Account Pay in) and ROA Pay Out (Account Pay out) the phone was crashing when adding a customer. This has been fixed so that a customer can be added to the ROA Pay In and ROA Pay out correctly without the phone crashing.
Transaction Login Switch Added (488053, v 4.07, v26)
In the Tools menu of Mobile POS a "Transaction Login" switch has been added. When set to "ON", the user will need to login after each transaction. If set to "OFF", the user will not need to login after each transaction. This option is currently just on the phone side. A server side change will be implemented in a later version to enable/disable the option.
Balance Inquiry for Campus Cards (488054, V 1.0.4, v 4.07, v26)
The Mobile POS interface has been altered to allow for balance inquires for Campus Cards.
Membership Information Added to Customer Detail Screen (488056, v 4.10, v26)
The Mobile POS Customer Details screen has been modified to include Membership information. At the bottom of the Customer Details screen a "Membership Tier:" field has been added. If the customer has a membership tier added the membership tier name will be displayed in this field. Also added to the Customer Details screen is a "Memberships" button. This button allows a membership account to be added to a customer. If the customer already has a membership account, this button is disabled. The membership button is also disabled after an account is added.
Three Letter URL Crashes Phone (488055, V 1.0.4, v 4.02, v26)
Entering a three letter URL like "326" or "123" as the server name was crashing the Mobile POS App. This has behavior has been changed so that an error message "Connection Failed - There was an error accessing NBC online services. Check your connectivity or contact NBC to report a possible problem" now displays and the app does not crash.
Additional Options at Mobile POS (482655, v 25.0.7, V 1.0.4, v 4.05, v26)
Logic has been added so that Pay Ins, Pay Outs, ROA Pay Ins and ROA Pay Outs can be done on Mobile POS.
API Changes for iOS (481173, V 1.0.4, v 4.06, v26)
Phase four API changes were implemented for the iOS App which includes:
Receipt printing.
Sending membership tiers.
Allow insert printing on PRISM360.
These changes have been implemented in Phase four and are verified as working appropriately.
Login Issues (501677, V 1.0.3, v 3.31, v26)
Mobile POS needed the V3 iOS App that automatically switches to "/1.0.3" for the upcoming V3/V4 combined cloud. This change will allow a seamless login without requiring that " /1.0.3" be manually typed at the end of the server name. This change will also correctly return an error instead of crashing when a user types in an html web page such as Google, Yahoo, etc.'
Seven Second Delay (493960, v 3.29, v26)
With the update iOS, Mobile POS receipts had around a 7 second delay before they would print. With Mobile POS v3.29 this has been improved to about a 3 second delay before the receipts print.
New Sled Support (580952) (v5.93, v26)
Two sleds were added to Mobile POS: LP5-S-N2DBT-POD5 and LP5-S-N2DBT-PH5
These sleds are to be used with iPhone 5s. Scanning, MSR swiping and printing with the DPP- 350 printer via Bluetooth were tested with the Mobile POS app.
Crashing App (572302) (v5.83, v26)
The app would crash after suspending a transaction, pressing the "Email" button and then pressing the "Cancel" button. Entering a valid email and pressing the "Continue" button also crashed the app. These issues have been fixed so the app no longer crashes when cancelling an email or entering a valid email on a suspended transaction.
Editing a Customer (638257, Mobile v7.01)
When editing a customer on Mobile POS, clicking on the State field would crash the app. This has been fixed so that when customer information is being edited, editing the State field does not crash the app.
Item Discounts (620895, 638248, Mobile v7.05, v27.1.3)
Item Discounts were giving an error and the bottom buttons on the Item Details screen were partially hidden. The buttons were fixed and are displaying correctly and Item Discounts can be done without error.
Renting by XREF (640975, Mobile v7.05)
When attempting to re-rent by XREF, an error message was being given. This has been fixed so that when the XREF is scanned the item can be re-rented.
Selecting from Multiple Rental Periods (642868, Mobile v7.04)
When a rental belonged to more than one rental period the picker wheel was disappearing before a selection could be made. This has been fixed so that the picker wheel is displayed until a selection is made. The Done button was also updated to the new style of button.
Item And Transaction Detail Buttons (626543, Mobile v7.01)
The navigation bar would disappear when viewing Item and Transaction Details. This has been fixed so that when viewing Item and Transaction Details, the navigation bar does not disappear.
Discounts with Edit Button (638253,643327,639552, Mobile v7.01)
When pressing the "Apply" button on a variable discount with pressing the "Edit" button first, the app was crashing. This has been fixed so that when pressing the Apply button after pressing the Edit button no longer crashes the app from Item Discounts or Transaction Discounts. Also, when applying an Item Discount, pressing "Apply" was not causing the screen to change. As a result, clicking Apply several times was then causing multiple discounts to be applied. This has been fixed so that when the "Apply" button is pressed it becomes disabled and the screen goes back to the Item Details screen.
Refund Button Disabled (643330, Mobile v7.05)
The Refund button was disabled on the Item Details screen when it should not have been. This has been fixed so that refunds can be done on the Item Details screen.
Print Buttons Disabled (643589, Mobile v7.05)
The print buttons were disabled on the Transaction Complete screen. This has been fixed so the "Print Receipt" and "Print Gift Receipt" buttons are enabled at the Transaction Complete screen.
Editing Item Discount (643329, Mobile v7.05)
When applying an Item Discount and then pressing the "Edit" button, there is no way to edit the discount. This has been fixed so that the discount can be removed.
Adding a Customer (639464, Mobile v7.05)
When adding a customer on Mobile POS, an "Unknown Error" was being given. This has been fixed so that a customer can be added without error on Mobile POS.
Button Issues (642210, 642211, Mobile v7.03)
If the phone falls asleep or if notifications are pulled down while on the Item Discount screen the back button and navigation bar were missing when you log back in from the PIN screen. This has been fixed so that the Back button and navigation bar are displayed when logging back in from the PIN screen.
Also, the buttons on the Signature view screen were the old style black buttons. This has been fixed to display the new design style buttons.
Rental XREF in Use (642834, 642208, Mobile v7.05)
When a rental XREF was entered that was already in use, there was no way of entering a new XREF without deleting the item and rerunning the transaction. This has been fixed so that the user can toggle between the Buy and Rent buttons to add a new XREF.
Receipt Search (640745, Mobile v7.02)
The Receipt search was not showing numbers by default. This has been fixed so that numbers show as a default instead of letters when using receipt search.
Screen Color (642209, Mobile v7.03)
The background did not cover underlying screen in the "Edit Discount" screen which was black. This has been changed to grey to align with the new style.
Tender Edit (642249, Mobile v7.03)
When a rental guarantee is used, the Tender Edit screen was displaying the Tender Description into the Price field. This would only happen on long tender descriptions or rental guarantees.
This has been fixed so that if the tender description is too long, the next line will be used.
Universal App (633988, 639544, 647199, 639545, 638149, Mobile v7.05)
A Universal Mobile POS app has been created so that the same app can be run on an iPhone4 or iPhone5 running iOS8 or iOS9 and will support Daily Systems (1d and 2d), Infinea, and Captuvo sleds.
Quantity Button in Item Detail (639550, Mobile v7.1)
The Quantity button has been removed from the Item Details screen. The quantity can be adjusted using the + and - buttons or entering a quantity in the Quantity field.
Scanning Driver's License (638249, Mobile v7.02)
The ability to scan a driver's license has been added to Mobile POS. When adding a new customer, the barcode on the back of the driver's license can be scanned, adding the customer information, excluding phone number, extension and email address.
vUpdates (643195, 640740, Mobile v7.05)
Support has been added to Mobile POS, so that the client version is sent to the Mobile POS and updates the client version on the phone (a GetSiteMetadata API call has been added). If a new version is available the message "ClientVersion: (version) - A Newer version of the client exists. Go to (site) to download new version" is given. The login screen will show the app build version and the client version.
PIN Entry Screen (639462, Mobile v7.0.1)
This is no longer an issue. If a swipe is done that causes a new screen to cover up the Mobile POS app screen, then when that screen is closed, the user is taken back to the PIN entry screen. If a valid PIN is entered, the user is taken back to the screen that was on before the swipe occurred.
Navigation Bar (650715, v7)
The navigation bar was not always being enabled after the PIN entry screen was displayed. This has been fixed so that when the PIN entry screen is displayed and a pin number is entered, the navigation bar is displayed on the initial screen that the app was on when the PIN entry screen was shown.
Cancel Button Added (650680, v7)
A "Cancel" button has been added to the PIN screen.
Edit Discount Button (650676, v7)
The Edit Discount icon has been replaced with an "Edit" button when an Item Discount is added on the Item Details screen.
Logo Added (655277, v8.0)
A mobile logo and version number has been added to the Registration screen.
Mobile POS Logs (658319, v1.8)
Access to view the logs from Mobile POS have been added to Thunder Admin but only for Development and Support. Admin users will not be able to see the logging.
Swiping a Card at Transaction Level (656807, v8.05)
Code has been added to allow swiping a customer card at the transaction level (yellow item screen). A card can be swiped at this screen and the customer will automatically be added. If a new card is swiped after a customer has been added it will replace the existing customer with the new customer.
Student ID and Captuvo Sleds (654023, v8.05)
Code has been added for the Captuvo sled that allows student ID's and Gift Cards to be swiped. Swiping the card can be done to add a customer to a transaction, to add a new customer, check balance inquiry and to tender.
Training Database Removed (654021, v8.05)
The Training Mode toggle is now invisible until the Training Database is built.
P2P and Shift4 v4.6, (651997, v8.06)
Code has been added to send the P2P string in the correct place. This allows P2P transactions on Shift4 version '4.6.0.2259 or later'.
Manual Cards Not Available for P2P (656813, 650643, v1.8.1.11, v8.06)
Code has been added to send a P2P flag, set in Thunder Admin, to Mobile so that manually entered cards are not allowed. This flag can be set in Thunder Admin > Parameters > Other > Use Point-To-Point Authorization. The hardware layer changes needed to support the Captuvo sled with P2P were also added. This allows the Captuvo sled to swipe credit cards in P2P mode.
Captuvo and P2P (656809, v8.05)
The hardware layer changes needed to support the Captuvo sled with P2P were added. This allows the Captuvo sled to swipe credit cards in P2P mode.
Barcode Issues (661890) (v8.08)
When scanning barcodes with new and used extensions, both new and used were displaying instead of just the specific barcode scanned at that moment. As a work around, go into Tools > Active Hardware > Scanners, and then scan a barcode for more accurate results. However, a code change has also been made at the hardware level which allows the scanner to be more responsive without needing to go to Active Hardware first.
NOTE: The scanner still doesn't scan correctly every time but it is more consistent. Scanning from a further distance rather than up close produced better scan results.
Application Crash following Card Swipe (659656, v8.08)
When a card is swiped for Balance Inquiry - Tender Search, the app was crashing. This has been fixed so that the app no longer crashes and instead displays an appropriate error message.
Application Crash following Rental XREF Scan (656812, v8.03)
After adding a rental by XREF, the app crashes after assigning a customer to the transaction. This has been fixed so that the app doesn't crash when running a rental transaction by XREF.
Application Crash following Training Database Creation (658321, v8.08)
When creating the Training Database, the app would crash between 5-10 minutes after it has started creating the database. This has been fixed so that the Training Database can be created without error.
Captuvo Sled Enhancements (654022,656806, v8.04)
Swiping of an existing customer in customer search has been added for the Captuvo sled. If an existing customer is found, that customer will display in the search results. If not, the following message is given: "No customers found - No results have been found for this search."
Also, the ability to scan barcodes with the Captuvo sled has been added. Each barcode from the barcode book was scanned and displayed correctly.
PIN Entry Field (662163, v8.08)
When the PIN entry screen was displayed the user had to put focus in the PIN entry field before a keyboard would be displayed. This has been fixed so that a keyboard/keypad is displayed automatically when the PIN entry screen is displayed with the focus in the PIN entry field.
Logging and Mobile POS (661760, v8.08)
Logging has been added to Mobile POS. The following is a list of how the errors are logged and stored:
The system will log Wi-Fi connection issues
The system will log cellular data connection issues
The system will log database connection issues
The system will log error messages that display to the user
The system will log application crashes
The log file is automatically updated when new errors exist
The system will write the log file in a way so that only new information can be written
The system will not allow older records to be rewritten
The system will not allow older records to be overwritten
The system will not allow older records to be deleted
Missed errors in log per 1000 errors: target: 5, stretch: 0, fail: 10
An error message displays when there is an issue creating an entry in the error log
The system will notify Support and Development when errors cannot be logged
Errors that occur when there is an issue with connectivity can be accessed at a later time when connectivity is available
To enable logging go to Tools > Logging and turn on "Capture Console Log". To send the log to the Webserver, press the "Send" button.
Captuvo Sled with Driver's License (656814, v8.03)
Driver's license scanning with the Captuvo sled has been implemented. The following fields are entered automatically during a driver's license scan when adding a new customer or editing an existing customer:
First Name
Last Name
Street Address
City
State/Providence
Zip Code/Postal Code
ID Number
Issuer
DOB
Partial Authorizations (667574, 667644, v8.10)
Partial authorizations for credit cards were added. Shift4 required this changed for the certification.
Item Discount Button (667608, v8.10)
The "Item Discount" icon button when doing a receipt search, selecting an item on the receipt, Item Details screen was just displaying blue. This has been fixed to display the correct icon button.
Captuvo Sled Changes (665989)
Changes were made for credit card transactions run on the Captuvo sled with Shift4. Card Present, Expiration Date and Taxed were the fields changed.
Timeout Errors (662159, v8.09)
During credit card transactions, the transactions were timing out. Code has been added to help with the timeout issues. Ran several credit card transactions and did not encounter any timeouts.
Remove Track Data (661759, v8.09)
Sensitive information has been removed from the logs. The word "HIDDEN" is displayed in place of track information, first and last names, account numbers, usernames and passwords.
Rental Guarantee and P2P Sled (669797, v27)
Code has been added to support credit card rental guarantee tenders on a P2P sled.
Captuvo Scanner Support Added (656808, v2.15)
Captuvo scanners are now supported for Mobile POS versions 8.03 and above, including the iTouch model 22 and the iPhone model 42.

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Post Void on NMRP (544530, v26)
When a post void was done on a NMRP rental refund, the post void was not being processed correctly, causing an error email during the nightly NBC Utility process. This has been fixed so that a post void of an NMRP refund and return will process correctly without error.
P2 Tender and Sale Amount of Receipt (544572, v26)
The Partnership v2 tender and full sale amounts were printing on the POS receipts. This has been changed so that the Partnership v2 tender no longer prints on the receipts resulting in only the rental amount displaying.
Allowing user to Skip Required Field (533742, v26)
WinPOS was allowing a cashier to enter through the Requisition Number on a TI refund even though the Requisition Number was required. This has been fixed so that if the Requisition Number is a required field it is truly a required entry on the sale as well as the refund.
ROA on Gift Card in the Future (533756, v26)
When an ROA Pay In was done to a gift card with a future start date and tendered with a credit card the transaction was being aborted even though the credit card was charged. This has been fixed so the dates are ignored when an ROA Pay In is done to a gift card.
TI Refund for Shift4 Transaction (533788, v26)
When a TI refund was done on a transaction that was processed by Shift4 and swiped through the pin pad the same credit card used on the sale was required to be swiped for the refund.
This has been changed so that the card used to tender the sale is not needed on a TI refund when using Shift4 and a pin pad.
Shift4 Transactions (544649, v26)
When using Shift4 and choosing 'Charge Cards' as the tender type, after selecting the card to be used, the user was then needing to press the "OK" button to complete the transaction. This has been changed so that when the user selects the card from the list, pressing "Enter" will process and complete the transaction.
GM and Trade Retail Return (544643, v26)
When returning a GM or Tradebook rental item by SKU nothing was happening at the register when the SKU was entered with Dynamic Rentals checked and Mandatory Rental Barcodes and Enforce 12 /20 unchecked in Rental Number Maintenance > Rental Configuration. This has been fixed so that a GM or Tradebook rental can be returned/refunded on WinPOS by SKU.
WinPOS Deadlocks Under High Traffic (544559, v26)
Code that was originally added to create the new Transaction Tax Tender Detail records was causing deadlocks when there was a high volume of transactions being done. This has been optimized to avoid deadlock issues.
Refund NMRP (544566, v26)
When an NMRP rental transaction was refunded on WinPOS and another NMRP rental was added to the transaction the additional SKU was not getting processed correctly. This has been fixed so that an NMRP rental can be refunded using TI and additional rental(s, v26) can be added to the transaction and processed correctly when completed.
IBM SurePOS 500 (561508, 25.2.5, v26)
Each time a WinPRISM patch was loaded, the original keyboard mapping code was removing the newly added IBM SurePOS 500's linking to the mapped keyboard, and as a result, the Function keys stopped working. The IBM SurePOS 500 keyboard mapping scripts have been updated allowing the function keys to remain working.
Change Due (585247, v26)
The Change Due was not showing on the register screen until after the cash drawer was closed. This has been changed so that the Change Due displays on the Register Screen after the transaction completes whether the drawer is opened or closed.
Payware and Sig Capture (593973, v26)
The message "Unable to find the end of the RCT packet" was being given when a credit card transaction was done with Payware where signature required was enabled. This has been fixed so that if signature required is enabled, the transaction approves correctly without error.
Blackboard Swipe (610123, v26)
When a Blackboard card was swiped, it was being processed as a manual entry. This has been fixed so that when the card is swiped, it is processed as a swipe.
Customer Sales by Date Report (549831, v26)
An issue was found with the Customer Sales by Date Report when a post void was done on a refund twice. This has been corrected.
Unable to Close Store (549826, v26)
There was an issue with stores closing due to POS jobs failing. This was due to rental transactions, where the guide being used for rental returns and or rental refunds was not in sync with the WinPRISM database. This has been fixed to use the guide and POS line number so that rental returns and rental refunds can be done and the jobs continue to work correctly.
Net Sales by Tax Code Report (549817, v26)
The request was created to add a new parameter to the Net Sales by Tax Code Report. The Net Sales by Tax Code Report is found in WinPRISM Ship Mail Orders and WPAdmin Closing Reports Setup. The report parameters now include an option to "Break Out Non-Taxed". When this option is selected, report entries under the Non Taxed Sales section of the report are displayed with a Description (similar to how tax codes are displayed under the Taxed Sales portion, v26). The Description can be one of three things: Non-Taxable, Tax Exempt, or Incorrect Tax Setup. When the "Break Out Non-Taxed" parameter is selected, the description will list the reason the quantities and amounts in the section are not taxed. "Non-taxable" applies to items that are assigned to a non-taxable tax type. "Tax Exempt" applies to quantities and amounts sold under tax exempt AR accounts or tax exempt transactions. "Incorrect Tax Setup" is displayed if taxes are not setup correctly. For instance, if an item's tax type is not added to the location, or if a tax code is expired.
Net Sales by Tax Code Report (544537, v26)
The request was created to correct an issue with the Net Sales by Tax Code Report in WPAdmin Closing Reports Setup, when a transaction was completed with the manual tax option to have a $0.00 tax. If a taxed item is added to a transaction and the "Manual Tax" option is checked in the tender screen and the Tax Amount field is changed to $0.00, the transaction will appear in the "Taxed Sales" section of the report with a $0.00 amount. Previously, these transactions were not appearing in this section of the report.
POS Transaction Report Not showing Last Four Digits (544631, v26)
The last 4 digits of the credit card were not showing up on the POS Transactions report in WPAdmin > POS tab > Maintenance > Transaction Inquiry > Reports menu. This has been fixed so that the credit card number is displayed masked with the last 4 digits displaying. NOTE: If the credit card is encrypted (tokenized, v26), the last 4 digits will not be the last 4 digits of the card.
POS Transaction Report Error (544647, v26)
The POS Transaction report was generating an error when run from WPAdmin > POS tab > Register > Closing Reports Setup > Reports menu. This was because the values of the last insert into the temp table were out of order. This has been fixed so that the report runs correctly without error.
POS Type Added (469984, v26)
A new option has been added to the Distributed column in POS Setup in WPAdmin > POS tab > Maintenance called "Local-360".
General Parameter Error (585253, v26)
In POS General Parameters, the message "Attempt to scroll past end or before beginning of data." was being given if there were no Payin or Payouts setup for a location. This has been fixed so that no error message is given and the parameters are displayed in General Parameters with no options if a Payin and Payout is not setup for a location.
Tender Added to Cbord (529086, v26)
A fifth tender slot in the Cbord odyssey interface has been added.
WPCom and AR (528541, v26)
The request was created to correct the latest version of WPCom (24.0.0, v26) to work correctly with WinPRISM 25 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.
Rentals and Item Updates (544545, v26)
The Item Update jobs were, in certain circumstances, giving errors when rentals transactions were done. This has been fixed so that when rentals are done, the item update jobs continue to run without error.
Cardsmith Not Working (544527, v26)
Cardsmith authorizations were not working. In version 26, the necessary changes were made in WinPOS so that the register ID works for all authorization messages including Cardsmith.
Also in this version, the capability to have Cardsmith transactions work with Web/Mail Orders was added. The Cardsmith terminal ID to use for Web/Mail Orders is a system parameter available in WPConsole.
Tender Codes for Atrium Interface (544560, v26)
When the Atrium Cardsmith interface is in use, WPServer has been changed to read a parameter entry from WPConsole to translate the WinPOS tender codes on a given transaction to an Atrium Cardsmith tender code from 00 to 09.
Flatfile Restriction for Datatel (533792, v26)
The custom flat file import for the Datatel customer previously restricted the customer ID to10 characters. This has been changed to allow up to 25 characters.
Price Override for Exchange (533777, v26)
When a price override was done on an exchange to bring the purchase item equal in value to the item being exchanged, the tax amount was calculated incorrectly. This has been fixed so that when an exchange is done and the purchased item has a price override that is less than the item's original sale price, the amount and tax amount are correct.
Cardsmith Tender Limitation (552453, v26)
The software will now freely accept one or two numbers in the 'Cardsmith_TenderMap1' through 'Cardsmith_TenderMap9' entries in WPConsole parameters. No flags or switches were needed in WPConsole. Two numbers can be entered if you separate the values with a field delimiter '|' character. The first number is the value the interface looks for as a tender, the second is the number it sends to Cardsmith/Atrium. If one number is entered, the interface does as it did before this change; it looks for the value entered, but sends a default value. In the case of the 'Cardsmith_TenderMap3' field, it would take the value entered, and send a default value to '3' to Cardsmith. With two numbers entered into the field, it would look for the tender as the first number entered, but substitute the second number in place of the default '3' value. Since the interface responds based on whether or not one or two numbers are entered, there was no need to create a separate flag to tell it how to interpret the entered values. NOTE: The first value entered can be 3 digits, but the second value (sent to Cardsmith, v26) must be either one or two digits.
Account Required and Point to Point (555942, v26)
When the register was setup to use Point to Point mode and a transaction was tendered with a check that required an account, the account wasn't being prompted for at the register. This has been fixed so that when the account required checkbox is checked for a check tender and is used on a register running Point to Point mode, the account number is correctly prompted for on the register.
New Scanner Option (576373, v26)
A new scanner option has been added to Tools > Hardware > Scanner called "MotorolaScanner". If this scanner is selected, the scanner will use the API calls to the scanner rather than OPOS. Otherwise, the other scanner options will use the OPOS logic.
Tax Code Reworked (555951, v26)
The Tax Calculation code has been reworked to make it faster on some sites. This change has been field tested on many WinPRISM sites to make sure it doesn't change how a store's tax amount is being calculated.
Net Sales by Tax Code (555935, v26)
The Net Sales by Tax Code report was showing blank when closing the store for a day other than the current day. This has been fixed so that the Open Date is used instead of the current system date, which allows the report to display correctly.
POS Credit Card Settlement (558516, v26)
The POS Credit Card settlement report was displaying Financial Aid transactions when it should not have as well as incorrectly displaying post voids. These issues have been fixed so that financial aid transactions no longer displaying on the report and post voided transactions show the refund as well as the sale.
Net Sales by Tax Code (560745, v26)
The Net Sales by Tax Code report was not showing transactions where the tax was removed by pressing the "Trans Tax" button or "Item Tax" button on the keyboard. This has been fixed so that if a user uses the Trans Tax button or Item Tax button and makes the item tax exempt or Non-taxable, the items still show in the Non-Taxed Sales section of the Net Sales by Tax Code report.
Full Download Failure (555943, v26)
When the POS Distrib full download failed the restore was not putting the server back into a state that was usable. This has been fixed so that if a full download fails, the restore will put the server back into a usable state which will allow a cashier to log into the register.
Net Sales by Tax Code (560746, v26)
The Net Sales by Tax Code wasn't handling all cases of exchanges. The negative amount was not displaying on the report. This has been fixed so that the positive and negative amounts are displayed on the report.
Posted Sales Dept Detail (566117, v26)
An issue was reported that in Manual Sales and running reports for Posted Sales – Department Detail, and Posted Sales – Department Summary using the same parameters for both the report totals were not matching. A code change was made so that now when running the reports with the same parameters the totals match.
Point to Point (587350, v26)
The request was created to correct an issue introduced with Point-to-Point Encryption within the WinPOS application. Previously, when using AR tenders as guaranteed rental chargeback tenders, the message "The authorization was declined. The AR Account is Not Active" was appearing before the user could even enter any account/customer information. This has been corrected, so AR Charge can be chosen as the guaranteed tender without this message appearing immediately.
Moneris Certification (599177, v26)
Credit card declined transactions were not printing a declined receipt for when running the Moneris certification. This is a requirement from Moneris. This has been fixed so that when a credit card transaction is declined, a declined receipt will print.
Tender Retail Configuration (595949, v26)
The Tender Retail Merchant receipt was printing the credit card number because the setting in the CCTag > Printer/Header tab was set to "Do Not Mask Card Number on Merchant Copy".
Due to PA-DSS requirements the credit card number cannot be printed on the receipt regardless of this setting. This has been fixed so that if the setting in the CCTag was set to "Do Not Mask Card Number on Merchant Copy" that the credit card will still be masked on the Tender Retail Merchant receipt.
Updater Failed (608516, v26)
The request was created to correct a problem introduced with the implementation of changes originally intended to enhance communication between WinPRISM and Prism360. A side effect of these changes caused the v26 updater to stall when a large amount of customer data was present on a database. The update scripts have been modified to perform under these circumstances.
Blackboard Swipe (610123, v26)
When a Blackboard card was swiped, it was being processed as a manual entry. This has been fixed so that when the card is swiped, it is processed as a swipe.
Changing Qty at Registers (627358 and 625255, v27)
Code has been changed so that then a qty is entered at the register, the QTY is filled in and the focus stays in the "Enter Item ID" field so that a SKU can be scanned or entered.
Rentals Now Available with P2P Tender Retail (627357 and 625259 and 627938, v27)
Rental guarantees were failing with an error after setup of P2P Tender Retail. A new field has been added to the Tender Retail properties in WPConsole called "Bank PreAuth Response Msg". This field is used, so that if a bank requests a penny pre authorization and the server returns back a message, it will still process correctly as long as that message is typed in this field.
Account Codes with Multiple Tax Codes (627351 and 627349 and 625261 and 625262, v27)
Account codes that have multiple tax codes are now reporting the correct tax amounts. An issue was found that when AR account codes had varying tax codes or were tax exempt, the incorrect amount of tax was being charged.
Item Update Issues (615947, v27)
Some stores were having issues with their POS boxes where item updates would take a long time and possibly stall out. These issues were being caused by very slow connections between ICS and POS, and a lot of customer updates caused by rentals. This has been corrected.
Failed Item Updates (615924, v27)
When old transactions get touched, the item update was failing. This has been fixed to ignore the old transactions.
AR Insert (615923, 638252, v27)
The AR Insert has been corrected, and when printed now displays all 13 digits of an ISBN including the dashes. The field length was increased to 18 characters to accommodate the 13 digits plus dashes.
Prevent Writing to Windows Error Log (609081, v27)
The request was created to prevent WinPRISM from writing to the Windows Error Reporting logs when the application has crashed. In the (non-PCI Hardened) testing environment, WPAdmn and WPPosReg could not be forced to crash without introducing extraneous code to make it crash. The WinPRISM application was used for testing this change via an existing bug that causes the application to crash when certain actions are performed. When WinPRISM was forced to crash, no windows error reports were created in the C:\Users\jbonge\AppData\Local\Microsoft\Windows\WER\ReportArchive on the local workstation.
Transaction Discounts and Merchant Receipts (591382, v27)
The Transaction discount was not showing up on Merchant receipts. This has been fixed so that Transaction discounts show on both Customer and Merchant receipts.
Discounts on POS (591364, v27)
A transaction discount which is larger than an item discount or a fixed discount on a POS sale or AR sale will be the discount that is applied at the register. The register will now take which ever discount is larger.
Last Transaction of the Day (591363, v27)
The last POS transaction of the day was not always flowing to ICS. Programming has added a message to the register alerting the user if a force register logoff is being done so that if the register is in the middle of a transaction it can be completed or cancelled.
Validate Textbooks Only (591358, v27)
A new flag has been added in AR Account Maintenance called 'Validate Textbooks Only'. In version 27.0.0, if the AR account code is set to either Validate Books or Validate Required Books and the new 'Validate Textbooks Only' flag is checked, only textbooks (TX) with the appropriate 'Request Type' on the course request will be allowed to charge. General Merchandise (GM) items on the course request will not be allowed to charge. This enhancement was added as the first phase of allowing AR Account Maintenance DCC charges to be allowed when using the Validate Textbook options. Note: No Permissible DCCs should be checked when using Textbook Validation (with or without the Validate Textbooks Only checked).
Cashier Report (615917, v27)
The Cashier report was getting a database connector error when generated from WPAdmin > Parameters > Cashiers > Reports menu > Cashier. This has been fixed so that the Cashier's report runs correctly without error and displays the correct information.
Register Totals Report (615915, v27)
The Register Totals Report was not displaying change due for a new tender. This has been fixed so that the change due is correctly displayed on the report. Please see attached report for example. New Coupon tender was created and used on transactions. Change due was given with cash and displayed under the cash tender.
Blackboard Error (609072, v27)
v 27.0.3 Blackboard transactions could not be swiped and needed to be manually entered for charges and refunds. This has been fixed so that a Blackboard card can be swiped for charges and refunds.
Credit Card Setting Disabled (598886, v27)
The Tender Retail Merchant receipt was printing the credit card number because the setting in the CCTag > Printer/Header tab was set to "Do Not Mask Card Number on Merchant Copy".
Due to requirements, the credit card number cannot be printed on the receipt regardless of this setting. This has been fixed so that if the setting in the CCTag was set to "Do Not Mask Card Number on Merchant Copy", the credit card will still be masked on the Tender Retail Merchant receipt.
Tender Retail and WPServer (598885, v27)
The request was created to correct an issue with Tender Retail and WPServer communicating when signature capture (Tender Setup and Tender Retail signature field) are turned on. The error "Could not read end of RCP packet" was produced in this situation in previous versions of
This has been corrected.
Signature Capture and RNR (598876, v27)
When an RNR transaction is processed where the guaranteed tender uses signature capture, the process now completes without producing an error.
Tender Half Sheet – ISBN (591426, v27)
When the Tender Half sheet was printing without an ISBN included a blank line was being added. This has been fixed so that if the ISBN is not included on the insert a blank line is not printed.
Refunds on Price Change Items (591414, v27)
An issue was reported that when there was a POS transaction on an item which had a quantity >1 and the transaction was completed and the price was later changed on that item in WPAdmin – Inventory Maintenance and a refund was issued, and the quantity was changed to one it was refunding the new price rather than the original price reflected on the transaction. A code change was made so that when a refund is now created against an item whether there was a price change, mark down, or discount the original charge is what is credited back.
Manual Tax Code – Non-Numeric Value (591410, v27)
When the "Manual Tax POS Code" field was set to a non-numeric value, an error would be given. This has been fixed so that if the value is non numeric an error is no longer given and the transaction completes correctly.
Liaisons and Canadian Stores (591378, v27)
Canadian users want the ability to use Liaisons, a P2PE token provider. It was determined that no changes were needed on the WinPRISM in order to function with Liaisons thus no testing required. Liaisons should work properly once the interface is implemented.
Disabled Tenders (591373, 639551, v27)
When the tender is disabled, the tender was still available at the register to use. This has been fixed so that when the tender is disabled, the tender will not show up in the list of tenders available and cannot be manually typed in directly by POS Tender code.
Account Number Required (591371, v27)
The "Account Number Required" checkbox has been moved to the individual Tender Detail. Also the "Min Length" and "Max Length" fields are always enabled no matter if the "Account Number Required" checkbox is checked or not.
Register Updates (645686, v27)
The request was created to correct an issue that was manifesting itself on systems where WP_SeedReadBeta would take a long time to complete after a server had been rebooted. Since WPPosReg calls this stored procedure, it was returning a message to the user "There is a problem with database encryption. Please reset encryption passphrase in WPAdmin" even though encryption was not broken, it was just taking too long to complete WP_SeedReadBeta and returning this message. This has been corrected by introducing a timeout. If WP_SeedReadBeta does not complete in a timely manner, a timeout will occur. Once the call is complete, it is possible to login.
Full Download Issues (641117, v27)
The request was created to make the needed changes to the full download process to work with the new salt and IV requirements for PCI/PA-DSS standards. Since salts and IVs were added to the encryption logic, places in the full download process needed adjustment to account for these changes. The full ICS download has been modified and completes without error in the test environment with the new encryption logic present.
Updating WPPOS (641124, 627939, v27)
The request was created to change the manner in which the WPPosReg application checks the database for encryption when logging in. Previously, the encryption check was done before the auto-update for the .cab file. If encryption was broken, this was causing issues because if WP_SeedReadBeta was not completed before the encryption check, it would throw an encryption error, even though encryption wasn't broken. The change makes the encryption check after the .cab updater, so the client can be updated if there is no problem with encryption.
Rental Guaranteed Tender and P2Pe (634482, v27.1.3)
Rental guarantees were failing with an error after setup of P2P Tender Retail. A new field has been added to the Tender Retail properties in WPConsole called "Bank PreAuth Response Msg". This field is used so that if a bank requests a penny pre auth and the server returns back a message, it will still process correctly, as long as that message is typed in this field.
A/R Signature Capture and Shift4 (649645, v27)
The A/R signature capture was not working with Shift4. This has been fixed so that A/R transactions that require a signature prompt on the pin pad, and print on the customer and merchant receipts.
Allocation of Taxes (649628, v27)
Tax was not always getting allocated correctly if there were multiple tax codes per item tax type and there were tax exempt details checked for the account that was on the transaction. This has been corrected.
Printing Token (648774, v27)
Code has been added to print the token on the receipt for Shift4 and Tender Retail transactions. Shift4 puts the last 4 digits of the card number in the token so the token prints masked but the last 4 digits of the card number. Tender Retail just prints a token with no credit card digits in the token. This also prints masked but the last 4 digits of the token.
Check Endorsement (638250, v27)
The check endorsement was printing to far to the left which was causing text to not display correctly. This has been fixed so that the check endorsement prints correctly on the check so that all letters can be printed and seen on the endorsement.
HealthCheck Error (653443, v27)
The WinPOS register were displaying a health check error when the register was set to open the cash drawer. This has been fixed so that the WinPOS register opens the cash drawer and no error is given.
Password Transmission During Full Download (658555, 668387,668385, v27)
The request was created to modify the way changed passwords flow from the Main ICS server (WinPRISM/WPAdmin) to the Distributed (POS) server when using the File>Change Password dialog. This dialog must be used when a new user logs in for the first time after being created and assigned a password in User Security. It may also be accessed by a user at any time in WPAdmin/WinPRISM/WPPOSReg to change their own passwords.
Previously, changes made in this dialog were not flowing properly between ICS and POS servers. In order to properly accommodate Active Directory/Group Policy procedures into these changes to passwords, functionality has been added to NBC Utility to make the passwords (and password policies) flow properly. There is a timer hard-coded in NBC Utility that will kick off and check the UpdateUser table in prism_security. If there are changes in this table, NBC Utility will send those changes to either the distributed server - or the main server - depending on where the change takes place. This means that since NBC Utility is on a timer on both the ICS and POS servers (as long as WPServer is running, this will be automatic and NBC Utility will not need to be executed manually), there is a delay from the time the password is changed to the time that password is sent to the main or distributed. This delay could be up to as much as 10 minutes, depending on when the change occurs and where NBC Utility is at in its incremented schedule.
Shift4 GUID (651998, v2728)
Shift4 requires the use of a client GUID and access token for authentication. This has been added to WPServer in the Shift4 properties. The following fields have been added:
Shift4 UTG Version
Shift4 Client GUID
Shift4 Authentication Token
In order to use the new shift4 authorization, the version of the UTG must be version 2268f or later. The GUID and Token fields will need to be filled in with the information provided by Shift4.
Multiple Agreements / Rentals (673089, v27.3.0)
The request was created to correct an issue in WinPRISM POS when a rental SKU that had records under multiple rental agreements was being rented. Previously, if the rental record for a SKU existed under multiple rental agreements on differing locations, the rental history was not always being assigned to the correct period/location. This has been corrected so if this scenario should occur, the rental history will be properly stored under the correct period/location for which the title was rented.
Gift Card Improvements (663853, v27.2.7)
Several improvements were made to gift card transactions to ensure gift card sales and redemption issues complete appropriately.
POS Transaction Report (674743, v27.3.1)
The POS Transaction report was printing blank. This has been fixed so that the report prints correctly using an individual receipt or by using the date range.
A/R Inserts and Partnership 2 (643751, v27.1.9)
The A/R inserts on the registers during Partnership 2 rental transactions were printing with the correct amount for the tender amounts but the full amount (retail + rebate) in the details. This has been fixed so that only the paid amount is displayed and not the rebate. NOTE: The Transaction Insert does print tender amount + NBC Rental Tender amount (rental rebate).
TI Refund / Shift4 Tokenization (643752, v27.1.3)
When a TI refund was done against a credit card transaction, the expiration date needed to be entered. This has been changed so that the expiration date does not need to be entered on a credit card TI refund using Shift4 tokenization mode.

INVENTORY CONTROL

ICS Item Maintenance / Inventory maintenance 101/102

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Scales Now Supported (PRISM360 only) (673073, 375253, v27.3.2)
The request was created to add support for scale weight-based transactions for WinPRISM and PRISM360. The changes are to be used in conjunction with Prism 360 build 1.8.1.24+
The ability to flag items as weight-based is set at the SKU level in WinPRISM Item Maintenance and is only available for GM items. A flag for "Use Scale Interface" has been added to the Item Maintenance module header. Any user with sufficient rights may check or uncheck this flag.
There is also a new field in the Item Maintenance module header for "Tare". Once the "Use Scale Interface" flag is checked, the "Tare" field becomes available to edit. Any number can be entered into the "Tare" field out 2 decimal places (xx.xx).
Once the "Tare" is filled in, it flows to Prism360. When the SKU is selected at Prism360, whatever is entered into the "Tare" field in WinPRISM will be subtracted from the weight input from the scale (see Ticket #668117). The sale is then calculated by taking the price per unit, and multiplying by the weight. Stock on hand is always adjusted only by a quantity of 1. Please see "Implementing Scales' document for more information.
In WPAdmin POS Transaction Inquiry (and WinPRISM AR Transaction Inquiry), there are new fields in the detail grid. The "Weight" field and "UOM" field have been added and are displayed for all line items in the transaction details. If the items purchased are not scale-based, these fields will remain blank. If the items purchased are scale based, the weight of the item will be displayed in the "Weight" field and the unit of measurement set in the system will be displayed in the "UOM" field. The price will display the weight of the item, minus the tare.
A new field has been added to WPAdmin POS General Parameters for "Scale Unit of Measure". This field is a drop down and will default to lb. Also available are 'oz', 'lb', 'kg', or 'g'. These fields are not editable. NOTE: The unit of measurement used by the scale will not actually change unless the scale hardware is calibrated and configured to weigh anything other than pounds. This means that the system will display whichever unit of measurement chosen in POS General Parameters, but the scale will not automatically weigh items in these units unless configured properly. Please see "Implementing Scales' document for more information.
Bundle Issues (533787 and 544542 and 532480, v26)
The request was created to address issues that were affecting the bundle rental process. First, the system would allow a bundle SKU to be added as its own component, which was leading to errors when renting the bundle. This process is no longer allowed and the following message appears when a bundle SKU is added as its own component: "The SKU you selected is a bundle, and you cannot add either the New or Used SKU of a Bundle SKU as a component. OK".
Additionally, several issues were corrected in the bundle process, including using split tenders with differing tax amounts.
It was also possible to delete a component SKU from WinPRISM Item Maintenance while it was assigned to a bundle record. This was causing problems renting items that had been deleted from the system. This has been corrected so it is no longer possible to delete an item from Item Maintenance if it is being used as a component: "The item is used in the system. The transaction ended in the trigger. The batch has been aborted. OK".
Also, the request was created to correct an issue when adding bundle rental records whose component items contained an apostrophe (', v26), An "Incorrect syntax near (', v26)" error was being generated in WinPRISM Rental Number Maintenance when adding the bundle SKU rental record, which triggers the addition of a rental record for its rentable component. This has been corrected.
Margin Rounding Issues (533773, v26)
A margin rounding issue was found in Item Maintenance. When comparing Item Maintenance to Inventory Maintenance, margins on some SKUs were rounded incorrectly in Item Maintenance. This has been corrected.
F9 Keys (533758, v26)
An issue with the arrow keys on the keyboard not functioning correctly when viewing F9 reports has been corrected. It had been reported that when the F9 key was used to access the F9 reports, and then F9 pressed again to close the report, doing this multiple times caused the up and down arrow keys to stop working.
Apostrophe in Descriptions (533767, v26)
When creating a new matrix in Item Matrix Maintenance and using an apostrophe in the description, a syntax error 'incorrect syntax near '{' unclosed quotation mark after the character string'. When the apostrophe was removed and saved then reopened, the description can be re- edited putting the apostrophe in the description again without error.
Deleting Shelf Locations (533791, v26)
When deleting a shelf location from Inventory Maintenance using the right-click option to delete. If the entire row is not selected the location appears to be deleted, but actually does not delete. Also when adding a new location the add button from the same right-click popup add/delete menu doesn't add as expected. These issues have now been fixed so both the Add and Delete right-click menus work as expected when the selected item or row is used.
Item Find and Buyer's Guide Items (533744, v26)
Changes were made to the Item Find dialog in Item Maintenance when searching for items that are in the buyer's guide. If the user has Item Maintenance open and is on any tab other than the textbook tab then search (F5, v26) using the Item Find dialog for a textbook, when the items are located and selected the tab for Item Maintenance does not change, but remains as it was originally. This has been fixed so if the item being searched for is a textbook in buyer's guide the item displays from item maintenance on the correct tab.
Long Number in Various Fields (533747, v26)
After an item was added to a matrix, and then edited in Item Maintenance and added to inventory, when the items are set to location, the minimum stock, maximum stock, auto order, and minimum order quantities were displaying a long integer that did not make sense (1246576928, v26). This number represents the NULL value for a long integer. This has been corrected to reflect a null value.
Negative SOH Report Now Available (544585, v26)
The request was created to add the "Negative SOH Items by DCC" report to the canned reports in WinPRISM Item Maintenance and give the report a Total field in the "SOH" column. The report now totals the negative SOH figures for each DCC and location.
Item Import (570562, v26)
When importing a file into item maintenance via the hammer option 'Import Item Information', if the catalog number field contained anything other than numeric data, a conversion error would display and items would not be updated or added accordingly. Catalog numbers were being processed as integers when most often are alphanumeric. The process was changed to accept either numeric or alphanumeric characters to prevent the conversion errors. Also if an existing catalog number or SKU exists and matches to the file being imported, item maintenance records will be updated with the new data – matching on catalog number first, then SKU.
No Returns Flag (575528, v26)
The enhancement was created in order to provide a "No Returns" flag to WinPRISM Inventory Maintenance. This flag can be set at the item/location level through Inventory Maintenance.
When the flag is set, the item is not included in Autogen Proposed Returns, even if it meets the criteria for the autogen. Since it can be set on an item per location, the item may be included in the Autogen Proposed Return for some locations, but not others, depending on what location(s, v26) the flag is set for. This flag will also disallow the item from being added manually to an existing proposed Return. When this is attempted, the message "Cannot add SKU xxxxxxxx.
Item is non-returnable" will appear and the item will not be added.
Serial Number Maintenance Button (575529, v26)
Changes were made so the option 'Serial Number Maintenance' is always available for the GM tab in Item and Inventory maintenance. This option was previously only active to select on items that already had a serial record created. The new option will make serial number maintenance available for all items on the GM tab only.
If the option is selected for an item that already has a serial record created, the functionality is the same. The Serial Number Maintenance dialog will display. If the item does not currently have a serial record created, the user will be prompted with the following message: 'No Serial numbers exist for SKU <>, Location <>. Do you wish to add serial number(s, v26)?' When 'yes' is selected, the 'Add Serial Number' dialog will display. If 'no' is selected, the user is taken back to item/inventory maintenance without adding the serial number.
The change also made certain fields in the 'add serial number' and serial number maintenance dialogs active: description (lower description defaults to upper description value, v26), warranty ID, warranty days, Keep until date (default is 1/1/1970, v26), price (default to retail value, v26), and template. These fields will now populate if the subsystem is already set to GM and are editable. Also changed on the serial number maintenance dialog is the closed button. It still functions the same, but has been changed from 'closed' to 'cancel'. These GM changes function the same for both the Item Maintenance (right-click option, v26) and the Inventory Maintenance (hammer option, v26) modules.
Rental Bundle Message Added (560741, v26)
In WinPRISM Item Maintenance, when a Rental Bundle is viewed on the Textbook tab if the 'Components' button is clicked a message will appear, stating "Attention: Bundle rentals currently do NOT hit order decisions correctly in all cases. This should be considered prior to implementing this feature." An issue was found that when a rental bundle is placed on a course request, the order decision doesn't always get created correctly. This issue will be corrected in version 27.0.0 and the message will then be removed.
Item Import (587349, v26)
When importing an item import file into Item Maintenance if the file contained punctuation of any kind this would be transferred into item maintenance as well. When the item was then saved, this caused an 'invalid character' error to occur. To prevent this from occurring, all special characters are now being stripped from the file when importing.
User Added Stock Adjustment Reasons (533727, v26)
The ability for a user to add user defined stock adjustment reasons has been added to WPAdmin general system parameters. The users can add reasons and categorize them as one of the existing reasons (count adj, damaged, donation, other, store use, theft, v26). The system will write to the appropriate field in the stock ledger, based on how the user classifies the new reason. If the user has GL, the system will use the GL codes attached to one of the original six reasons to make the entry. When the stock ledger reports are run, the new reasons will be broken out by category.
In WPAdmin under General System Parameters, a new parameter was added called, 'User Defined Stock Adjustment Reasons'. This parameter has an ellipsis to open a browse/edit dialog box called 'Find Stock Adjust Reason' in which the user can add, delete, or edit a stock adjustment reason. The dialog also contains three columns: Reason, Reason Type, and
Inactive. The field under the inactive column will be a checkbox. If the inactive option is checked on any user defined stock adjustment reason, the respective reason will not be available to use when manually adjusting stock but will still be available for reporting if there is history for that reason. Within the 'Find Stock Adjustment Reason' dialog, each existing (user defined, not default reasons, v26) manual stock adjustment reason that is currently created in the system will display. The six default stock adjustment reasons (count adj, damaged, donation, other, store use, theft, v26) will not display or be editable in any way, so they will not be defined in the dialog, but will display in the UI of WinPRISM under 'Reason' in the Inventory Stock Adjustment dialog.
When creating a user-defined stock adjustment reason the only three available reason type options are: count adj, other, and store use. This reason type will be used to indicate where on the stock ledger the user defined stock adjustment will fall and be categorized under on both the UI and stock ledger reports.
When the 'ADD' button is clicked, the 'Add Stock Adjustment Reason' dialog box will be displayed with the following fields: Reason name (user defined up to 20 characters, v26), Reason type (count adj, other, and store use, v26) and the inactive checkbox. The Reason type drop down is a listing of the default reason types : count adjustment, store use, or other adjustment and will indicate where on the stock ledger the user defined stock adjustment will go. When OK is clicked, the user defined stock adjustment reason will be added to the system and will display in the list with the other existing stock adjustment reasons in the 'inventory stock adjustment' UI dialog (item/inventory maintenance, v26).
When the 'Edit' button is clicked, the 'edit stock adjustment reason' dialog will display and contains the same fields as the 'add reason' dialog and works in the same manner allowing the user defined reason to be changed/edited. The reason type attached to the reason will remain editable until any history exists for that reason/reason type and the inactive checkbox can be check or uncheck as long as history does not exist.
Perishable Field Added (591430, v27)
A new field has been added to Item Maintenance on the Textbook and GM tabs called "Perishable". This field will be a checkbox and will not be tied to any functionality within WinPRISM, but will be used by the algorithm to make calculations for order decisions.
Display Issue Corrected (591375, v27)
Previously, there was a display issue when you moused over the controls in the 'Set Attribute Order' dialog in Item Matrix Maintenance. This has been corrected.
F9 Sales History (650815, v27)
The F9 Sales History Report was giving an error when generated at Item Maintenance for some SKUs at some stores. The issue was corrected along with some other formulas and the report launches correctly now.
Negative SOH Items Report (653441, v27)
The request was created to correct a defect on the Negative SOH Items by DCC report in WinPRISM 101 Item Maintenance. The defect was causing a printer driver error to be thrown when attempting to print/generate the report. The issue has been corrected with the changes in this ITG which remove a default printer from the code that is not supposed to be there.
NMRP Price Changes (671422, v27.3.0)
When attempting to change a price on an NMRP rental item in Item/inventory Maintenance, the following error message displays : " cannot find users 'dbo', because it does not exist or you do not have permission the statement has been terminated." This occurs on new SKUs, whether making changes to the retail cost, changing the margin percentage, or altering the retail price directly in Item/inventory maintenance. Used SKUs were not affected. This issue has now been resolved.

ICS Serial Number Maintenance - 105

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Allow Serial Number Less than 10 Digits (580137, v26)
Serial numbers with 10 or less characters should be allowed with the following exceptions: six and eight digit serial numbers must contain at least one alpha character and a serial number must be greater than four characters and will not be allowed if four or less characters exist. If an attempt is made to enter a six or eight digit serial number without an alpha character, the user will be prompted with the following error message: '(6, v26) or (8, v26) digit serial numbers are not allowed without containing an alpha character. Please click okay to reenter the serial number, or click cancel to abort the process.' If an attempt is made to enter a serial number that is 4 digits or less, the user will be prompted with the following error message: 'Serial numbers must be greater than 4 digits. Please click okay to reenter the serial number, or click cancel to abort the process.'
Serial Number Prompt Added (573846, v26)
A new parameter was added to WPAdmin>System parameters>POS called 'Do not allow sale of serialized item without Mfg Serial Number input'. The default for this parameter is set as 'checked'. When enabled, the system will check for a serial record when anything other than a serialized barcode is scanned at the register. If a serial record exists, a user prompt 'SKU <####> is a serialized item requiring you enter either the Mfg. Serial Number of the Serialized Item XREF to transact sales. The code entered 'SKU <####> is not a registered Mfg. Serial Number or Serialized XREF for Item. Please scan Item Mfg. Serial Number or Serialized XREF to proceed '. Once the OK button is clicked the user can then scan the Mfg serialized barcode or enter the XREF to complete the sale. If the item is not serialized, the sale will proceed as normal.
Tracking Field Corrected (643763, v27)
In Serial Number Maintenance, the Tracking Number field has been corrected and can now be edited. An error was occurring when the ellipsis button was clicked to select a different mail order. Purchase orders, mail orders, returns, transfers or discrepancies can now be selected without error.

ICS Jumpbooks - 108

Deleting Jumpbooks Causes Error (533769, v26)
It was reported that when creating a new Jumpbook record and trying to delete it the following message would generate an error. A code change was made so that a jumpbook that contains no historical data can now be deleted successfully with no errors.

ICS Master Style Templates – 1010

New Colors (643755)
The request was created to correct an issue when updating master styles with new colors. Previously, when a new color was added to the master style and the "create/update matrix" hammer option was chosen, the SKUs created for the new color contained the wrong description in item maintenance. This has been corrected so when new colors/sizes are added to a master style and the matrix is updated, the SKUs created have the proper descriptions in item maintenance.

ICS Rental Number Maintenance - 1012

Returning Rentals After Course is Cancelled (544565, v26)
The request was created to allow the ability to refund a rental title after the rental had been de- activated either by cancelling a course request or manually de-activating the rental in WinPRISM Rental Number Maintenance. If a course request that contains an NMRP or Partnership v2 item is cancelled, the rental record for that item is de-activated. At that point, the items were no longer allowed to be refunded prior to this change. Now if an NMRP item or Partnership v2 item is on a course that is cancelled, the record is de-activated, but any outstanding rentals can still be returned. The same is true for store-managed rental items whose rental records are de-activated manually by unchecking the "Active" box in WinPRISM Rental Number Maintenance.

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Rental Reports (649624, v27.1.9)
The Rental Activity Report and the Rental Partnership v2 Reconciliation Report have been reworked and should now balance when a store has other rental periods open when reconciling a Partnership 2 period.

ICS Course Requests / Order Decisions – 112 / 114

Incorrect Field Name (551382, v26)
When adding an item to a course request from the "Item Find [Course Requests] - Select Item" screen after the first item is added to the detail grid it causes an "Incorrect Field Name or field index" message to display. This is no longer an issue.

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Exclude Terms for AOD (668383, v. 27)
Historical terms not selected correctly when using multiple terms with the same OOD term identifier and the same term identified in the Term Name and meet the historical data criteria. This has been corrected to exclude terms that don't meet the date criteria but have the same name as the term identifier in the term name.

ICS Term Maintenance - 115

Update Web Not Working for Multi-Store (519313, 25.3.1, WebPRISM 3.12.5, v26)
The request was for an issue with packets not being generated when multi-store was setup. When a store was setup to use multiple locations all flowing to one website, packets weren't always being generated when using the 'Update Web' hammer option in Term Maintenance. Prior to this, the 'Update Web' hammer option would only generate a packet if it were the main location that was being updated.
Fill By Date Field Name Change (555933, v26)
The field name 'Fill By Date' on the Term Maintenance header record has been changed to be 'Class Start Date'.
Multiple Rental Periods / Terms (565010, v26)
The request was for an issue when setting up a term with multiple rentals periods on the same term when multi-store was active. Previous to this ITG, only 1 rental period would go out to the web. This should fix the issue with stores having multiple web sites, and multiple periods associated with one term, and the rentals not going out on one of the periods/sites.
Issues Closing a Term (649629, v27)
Some stores encountered an error when they tried to close a Term in Term Maintenance that had a want list associated with it. The issue was a stored procedure that was corrected and the term was closed.
Rental Returns to Subtract (602571, v27)
A new field was added to Term Maintenance called 'Rental Returns to Subtract'. This field is a drop down list with the following three user options: None, Estimated, and Actual. This field is based off of the 'Buyback to Subtract' field and functions in the same manner. The default selection will be 'none' and if selected nothing will be subtracted from the Order Decision OTB equation. If 'Estimated' is selected, the value in the 'Estimated Rental Returns' field will be subtracted. If 'Actual' is selected, the value in the 'Actual Rental Returns' field will be subtracted.
OOD Term Identifier (598865, v27)
The request was created to add the "OOD Term" (OOD Term Identifier) field to the Add Term dialog when adding a new term. The field has been added.
Spelling Change (663858, v27.2.4)
The word 'subtract' was misspelled in Term Maintenance header record. This has been corrected.
Error Editing Description (663857, v27.2.5)
An error was being displayed when editing the description in Academic Department Maintenance. This issue has been resolved.
Buyback to Subtract (668377, v27)
Prior to v27.2.7, if a new Term Maintenance record was added, the "Buyback to Subtract" field was left blank. This has been changed. New records created in Term Maintenance will have the "Buyback to Subtract" field set to "None" as a default. The options available in the drop-down for the field are "None", "Estimated", and "Actual". This behavior aligns with the "Rental Returns to Subtract" field.
To note: Pre-existing Term Maintenance records for which the "Buyback to Subtract" field is blank will not be set to the default of "None". The "Buyback to Subtract" field will remain blank.

ICS Vendor Maintenance - 131

Adding a New Vendor (544671, v26)
When adding a new vendor record at Vendor Maintenance when the record set was blank, such as after searching for a vendor that is not valid, the plus sign to add the record looked active but did not open the new vendor dialog to add the new vendor. This issue has been corrected.
Preferred Ordering Method (521441, v26)
A new option has been added to Vendor Maintenance that allows users to choose a preferred ordering method for each vendor. The choices include Call, Email, Fax, None, Prepay, and Pubnet. The option chosen also now shows in the header of the Purchase Order.
Merge Vendor (652001, v27)
In Vendor Maintenance in WinPRISM when merging two existing vendors duplicate key errors are no longer given. The old vendor is merged into the new vendor and all items associated in ICS and IAS are changed to the new vendor code. The old vendor code is marked inactive in the master vendor table.

ICS Inventory - 142

Physical Inventory by Fixture (653436, v27)
A new canned report was created 'Physical Inventory by Fixture with batch' report ran from the Physical Inventory module. The enhancement includes a column that indicates SOH in WinPRISM and an asterisk that would indicate if there was a discrepancy between current SOH and what was scanned. The ability to batch print by area within fixture with page breaks by fixture/area was also included.
Inventory Valuation Method (653432, v27.2.5)
The inventory valuation method set in WPAdmin/store setup/acctg was not displaying on inventory reports ran from the reports menu. This issue has now been resolved.

ICS Manual Sales - 144

Taxes Causing Sales Out of Balance (544646, v26)
In some cases the WinPOS calculated tax amount was not being rounded to the nearest penny which was causing sales to be out of balance. This has been fixed so that the tax rounds correctly.

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Sales Posting to Wrong Term (673088, v27.3.0)
When posting sales for items on multiple terms, the sales are not reflective of the posting order set up in Term Maintenance for each term on the order decision record. All sales were falling to the last active term regardless of posting order or QTP. This issue has now been resolved.

ICS Sales Event – 146

Autogenning Sales Event From User List (544555, v26)
When creating a Sales Event and auto generating the items via a user list the items were not populating on the detail grid for the detail tab. This functionality worked fine for catalog maintenance but not sales event. Sales Events have been changed to allow the use of a user list in this manner.
Item History Error (556119, v26)
An issue was reported when in Manual Sales, Reports > More reports >Sales History – by DCC, and the DCC has a sum of 0 in Item History, an error would occur. A code change was made so the report will now generate with no errors when the DCC has a sum of 0 in Item History.
Autogen DCC for Sales Event (604421, v26)
The request was created to correct an issue found in a previous version of v26 that was not adding autogen items to a sales event record in WinPRISM sales events. When the DCC filter was used for the autogen, no items were being added to the record. This has been corrected so if the DCC filter is used, the items will be added properly to the sales event.
Auto-gen Items and Sales Events (609079, v27)
The request was created to correct an issue found in a previous version of v26 that was not adding auto-gen items to a sales event record in WinPRISM sales events. When the DCC filter was used for the auto-gen, no items were being added to the record. In addition, nothing was displaying in the 'Item Filter' field on the Sale Event header, where the filter description or the specific DCC or Multiple Selections should display. This has been corrected so if the DCC filter is used, the items will be added properly to the sales event. However, since there is a filter description box now on the Item Find dialog to add the filter description if needed, nothing will automatically populate in the Item Filter field.
Duplicate SKUS on Sales Events (591374, v27)
Duplicate SKUs were being allowed to be entered on a sales event manually and when using auto-gen/item filter. A new user message has also been added to notify the user that the SKU they entered is a duplicate and cannot be added. The message is as follows: 'SKU <> already exists on this sales event.'

ICS Catalog Maintenance - 151

Updates for New Catalogs to Web (591388, v27)
An issue was reported that when newly created catalogs where the WebPRISM box was not checked inventory updates were being sent to the web. A code change was made so that now the only time inventory updates are sent to the web is when the WebPRISM box is checked.
Ad Copy Field Increased (673091, v27.3.2)
The Ad Copy field in Catalog Maintenance has been expanded to 10,000 characters.

ICS Enter Mail Order - 152

Web Orders and AR with Memberships (533745, v26)
When a discount is set on an account at Account Maintenance on the POS tab the discount is now being given when the web or mail order is tendered. When the order is tendered the discount should be applied in the tender amount but is not displayed in the discount field until the order is closed. Once the order is closed it can be reselected and the discount amount will appear in the discount field in header of the order.
Note: Membership discounts cannot be stacked on top of the AR discount. However Memberships will record the amount spent if just tracking dollars.
Problems Adding A New Customer (533793, v26)
An issue was discovered in Enter Mail Order when adding a new customer. Upon adding the customer and address information and clicking 'OK' the system was not responding as quickly as it should to return the user back to the 'Add Mail Order Item' screen. This issue has been corrected.
Need to Order Report (544586, v26)
The Need to Order Report located on the Reports menu at Enter Mail Order has been enhanced and totals by location were added to the Quantity Ordered and the Ordered Amount columns.
Backorder for Textbooks (544528, v26)
Textbooks were going into backorder when there was a positive stock on hand. When there are Mail Orders renting against the same SKU on the same day, the logic was subtracting the number of rentals times 2 to determine the current SOH. A code change was made so that when there are more than one rental processed against the same SKU on the same day it will only deduct the actual number ordered against the current SOH.
Outstanding Mail Order Items (555955, v26)
The report> WinPRISM ICS > Ship Mail Order > More Reports > Outstanding Mail Order Items was showing the SKUs that were system or user "substituted textbooks" along with Backordered items. A code change was done so the report will now only show SKUs that are Backordered.
Additional Templates for Mail and Web Orders (533728, v26, v648616, v27)
An application enhancement was requested in Enter Mail Orders in Email templates. In Mail Order Email Configuration, three new tabs have been created for backorders, cancellations, and in-store pick-ups. They should have the same functionality as Shipped Orders, with the existing template having the ability to do separate email based on locations. All four tabs will have a new option on when to Send: Always, Never, or Prompt. These default to Never, so if your store wants to send them, the will need to set this flag. If one of the templates is set to Prompt, it will prompt when a shipment is closed stating "Would you like to send the (Cancellation, Backorder, In-store Pickup, or Shipped Order, v26) email?" If a shipment is closed with cancellation, backorder, and shipped order and all three are set to Prompt, the user will be prompted three times when closing the order as three separate emails would be sent. In-store Pickups email will be sent based upon the shipping code for the order being set as "In-store Pickup" in Shipping Codes. Shipped Orders email will be sent based upon the shipping code for the order not being set as "in-store Pickup" in Shipping Codes. Backorder email will be sent based upon an item on the shipment having a backorder qty. Cancellation email will be sent based upon an item on the shipment having a cancel qty.
Additionally, the request was created to correct a defect in "Email Configuration" within WinPRISM Enter Mail Orders. The setting for "All Locations" was not functioning correctly when shipping, backordering and cancelling mail orders and mail order items. This has been corrected so if the "All Locations" setting is chosen, any location that does not exist in the dialog will default to its rules. Specific locations' settings in the dialog override the "All Locations" settings for the location in question.
Renting Bundles through Mail Order (544633, v26)
When renting a bundle on a Web Order which contained non-rental components that had a price of $0.00 an error "Divide by Zero Encountered" would generate when attempting to close the Web Order. A code change was made so when there is a non-rental component with the price of $0.00 on an order it will now process correctly with no error message being generated.
Descriptions Not Flowing (544663, v26)
When importing items into Enter Mail Order from the web setup as multi-store, the descriptions were not flowing back from the web correctly into mail order if the item did not exist at the main location. The descriptions are correct both on the site/packet and Item Maintenance, just not in Enter Mail Order. A fix was made to the stored procedure to pull the item description from the Item Maintenance if the description is NULL at the main store location on a multi-store site.
Web Orders Without Tenders (544642, v26)
It was reported that error emails were being sent out when a Web order reservation was created and there was no tender on the order. A Web order reservation should not generate any errors for not having any tender. A code fix was made so that an error email will no longer be generated and sent out when a Web order reservation is created with no tender.
Packing List – Rental Agreement (544630, v26)
When the Mail Order Packing List report is generated that has a bundle rental on it, the rental agreement was not displaying on the packing list generated from the Ship Mail Order module reports menu. This has been corrected so the agreements for bundles now appear.
Catalog Change (Corrected in 24.1.4, P5, v26) (492421, v26)
The request was for an issue with catalog groups not being sent to the web. The issue was that the Catalog Group module in WPAdmin was implemented for Magic and was never configured for WebPRISM. The catalog grouping is now working correctly for WebPRISM catalogs.
Monsoon Orders (570557, v26)
The request was added to implement a new feature for monsoon, so that if the store sets up their expense tender to only one location, the default location for the monsoon order will be that location, even if it's not the main location. If the expense tender is setup for multiple locations, the location will default to the web location. . Since monsoon orders don't come in with term data, course requests will not be a factor for monsoon orders.
Special Order POs (573845, v26)
An enhancement has been requested to add functionality to be added to Enter Mail Orders that will allow special order items be added to an existing PO. A new right-click option was added called "Specify PO", when selected a dialog box will be display "Select Existing or New PO".
Once the selection is made another right click is needed and "Add to PO" needs to be clicked on. The item is now added to the PO. The Qty field In Enter Mail Orders will no longer be editable. If the PO specified needs to be changed, the same steps listed above need to followed. Once the new PO is created, the PO number will be displayed in the "Edit Item Information" dialog box in the Enter Mail Orders module below the Order Qty field. When the "Generate Special Order PO" hammer option is used the Select PO and Add PO will not be available. Once the Generate Special Order PO hammer option has been run, the Qty of all line items will be locked and will not be editable.
Special Order Deposit Problems (585250 and 585250, v26)
The new "Special Web Order Deposit Processing" hammer option in Enter Mail Order is now only usable when the student uses an AR or Credit Card tender. Prior to this ITG, there was no specific error message displayed when the student used a non-CC or non-AR tender. Now when using a non-valid tender an error message displays in the WebOrderDepositProcessLogDetail that states "Student's tender is not a credit card/AR tender." Also, there was an issue when multiple stores were being used. In the "Special Web Order Deposit Processing" dialog box, the tenders for every store were being displayed, instead of just the tenders for the specific store the order was coming from. This has been corrected.
Mail Order Changes (533757, v26)
An enhancement was requested that when doing an Enter Mail Order and selecting the shipping method Store Pick up, the shipping method would automatically carry over to the Order Refund/Exchange module. Currently it changes to No Shipping in the Refund/Exchange module. In addition, the taxes shown on the Mail Order were not carrying over to the Mail Order Refund/Exchange module. A code change was done so the shipping method of Store Pickup would remain the same in Order Refund/Exchange, and taxes generated on a Mail order would automatically carry over to Mail Order Refund/Exchange. Note this request was only for the shipping method of Store Pickup to carry over to Mail Order Refund/Exchange.
Tax Exempt Mail Order (583808, v26)
An issue was reported that when a transaction was done in Enter Mail Orders and was tax exempt with the manual tax flag checked the Net Sales By Tax Code report in Ship Mail Orders was not accurate. A code change was made so that when now doing transactions where they are tax exempt and the manual tax flag is checked the report now reflects the tax transaction correctly.
PinPad and Mail Order (582195, v26)
The request was created to add the ability to activate VSP Encryption from WinPRISM Enter Mail Orders. A hammer option has been added called "Activate Pin Pad for Point to Point". This option will be used to turn on VSP for any pin pad that is setup in Tender Retail with a business type of "Mail/Telephone Order" or "Ecommerce" in the CCTag file configuration. The hammer option is only available if Point-to-Point Encryption is turned on if the server is setup to use Tender Retail.
With a record (Mail or Web Order, v26) displaying in WinPRISM Enter Mail Orders, the option will become available. Once selected, the Pin Pad that is configured in Tender Retail will prompt for a card swipe. This is when the ACTIVATE card must be swiped on the pin pad.
After the ACTIVATE card is swiped, complete the order. Once the ACTIVATE card is swiped and the order is completed, the VSP (as noted by the shield icon in on the Payware website, v26) will turn green.
Mail Order and Shift4 (555931, v26)
The request was created to add the ability to process Mail/Web Orders with the Ingenico iSC250 pin pad and Shift4 for Point-to-Point Encryption. A parameter has been added to WPConsole – Shift4 – Properties to fill in a Mail Order TID for Shift4. The TID entered in this field must match the TID configured in the Shift4 Tune-Up program. The configuration for the pin pad (device type, IP Address, Port, TID, etc, v26) must also be configured in the Tune-Up. The server must also be in Point-to-Point Encryption mode ('ccmanagementmode' in the systemparameters table paramvalue = 2, v26) Once the device is communicating with UTG and the TIDs are configured, Mail Order transactions can be tokenized by manually entering the credit card number into the pin pad when prompted. After the token is received, the order can be processed at any time by using the existing hammer options to close/ship the order.
Mail Order and Mx925 (618182, v27.1.3)
Mx925 testing has been completed for WinPOS/WinPRISM Mail Order through P2P Encryption, Tender Retail and Payware. The latest version of Tender Retail (4.2.8 175) will be required for the Mx925 to function.
CID Field (604426, v26)
The request was created to alter the way the CID field is populated in prism.dbo.transaction_tender and prism.dbo.catalog_sales_tender. Previously, when a shipment (Web/Mail Order, v26) was closed, the CID field was being set to NULL. The changes in this ITG blank out the CID field with blanks before inserting the NULL value.
CID Removed (614708, v26)
The request was created in compliance with PCI security audits to remove the CID from the tender record when a shipment is opened to be closed at a future time (i.e. as a backorder, v26). Previously, the CID number was stored to be used when the future shipment is closed. This is no longer the case, as the CID number is cleared when the first shipment is closed.
CID Removal in Mail Order (615950, v27)
The request was created in compliance with PCI security audits to remove the CID from the tender record when a mail order shipment is opened to be closed at a future time (i.e. as a backorder). Previously, the CID number was stored to be used when the future shipment is closed. This is no longer the case, as the CID number is cleared when the first shipment is closed.
BTS Orders (615946, v27)
ICS Sales entries for BTS prepay orders were not getting recorded correctly in manual sales and therefore not displaying correctly on the AR journal entries. This problem has now been corrected so the tender exchanges are now included in the posted sales and display correct on the ICS sales journal entry.
Blanking CID (609084, v27)
When closing a mail order in which a credit card with CID was used, the CID was not getting blanked from Ship Mail order. This issue has now been resolved.
BTS Orders (609083, v27)
The request was created to prevent some BTS special web deposit orders from being processed twice if the shipments were already closed. Previously, if the BTS shipments were closed, they would still appear in the dialog when attempting the next batch of BTS orders. This was causing some to get processed twice. This has been corrected, so if the shipment is closed during the BTS process, it is no longer available for the next batch of BTS processing. In all shipments the status in Ship MO will go to closed but leaving the Enter MO record in a Ready status. Once the BTS process is ran one time on a shipment it will not return back to the BTS batch preventing duplicate charges. If an order is only partially shipped or completely on backorder the BTS process will run once, create a shipment for anything it can ship and leave the order in a Ready status to be able to complete when stock in available.
CID Not Being Blanked (609082, v27)
When closing a mail order in which a credit card with CID was used, the CID was not getting blanked from Ship Mail order. This issue has now been resolved.
Marketplace Reconciliation Report (591433, v27)
The Marketplace Reconciliation Report located under the Ship Mail Reports option has been corrected and now accurately pulls returned Monsoon orders by the date they were returned. Prior to this correction the report was using the order ship date to pull the return order.
AR Web Orders (591408, v27)
An issue was reported that when doing an AR Web order with shipping, and creating a refund against that order for the shipping only, the Invoice Inquiry would reflect $0.00 in the Shipping and Invoice Total box rather than the credit amount. A code change was implemented so that now the Invoice Inquiry will reflect the shipping amount credited in the Shipping and Invoice Total box.
NMRP and CID Issues (591407, v27)
When a mail order/web order with a rental (NMRP) was processed without a proper CID/reason, the credit card would get authorized when the order was processed, but would reject for no CID, causing the order to try to do a refund on the tender. This was prompting an additional 'enter credit card information' dialog to display requesting the cc information along with the CID. If the user closed out of this module without providing a non-CID reason the credit card would authorize again but leave the ship mail order record in an open status. The 'enter credit card information' dialog should not have displayed again since this information was already provided in the original order. Also, the credit card should not be allowed to be authorized without a CID or a reason for a blank CID. These issues have now been resolved.
Reversal of MO Shipments (591405, v27)
When a mail order shipment, exchange, or reservation is reversed, the value in the tender field is now adjusted to look as it did before the mail order or reservation was closed. Also the NBC Rebate field is now removed. Also two new items have been added to the Report Generator Mail Order Shipments Header file. The items are MO_Shipment_Hdr_NBCRentalRebate and MO_Shipment_Hdr_TotalMinusRebate. The MO_Shipment_Hdr_NBCRentalRebate item pulls the NBC Rebate amount from the mail order. The MO_Shipment_Hdr_TotalMinusRebate item pulls the item cost plus tax and shipping, thus the total of the order minus the NBC Rebate.
P2 and Rental Column in Mail Order (591404, v27)
In Ship Mail Order the Rental Y/N column has been corrected and now shows a Y when a Partnership 2 book is rented on a mail order transaction. Prior to this correction the flag was defaulting to N when a Partnership 2 book was shipped.
Purolator and UPS Shipping (591399, v27)
When running the Purolator interface with the UPS shipping interface the export files only contained the header record and no detail. This issue has been resolved.
Web Orders and Used Textbooks (591384, v27)
When a Web Order was placed against a used textbook where there was no stock-on-hand, the used textbook would be substituted with the new textbook when being processed in Enter Mail Orders. In Shipping Mail Orders, the order would reflect one line for used textbook ship 0, and new textbook ship 1. An issue was reported In Enter Mail Orders report, Need to Order Report, as it would list the used textbook. Seeing there was a substitution, the used text book should not have been reflected on the report. A code change was made so that in the event of a substitution the substituted text book would not appear on the Need to Order Report.
Mail Order Error Changed (591361, v27)
An enhancement was put into Mail Order to provide a more informative user message when a rental item is not active/available. Previously, a message would display but would not let the user know which item wasn't valid. The user message is as follows: 'Rental for SKU <> is no longer valid. Please remove the rental item and add it, selecting a valid rental period.
Mail Order by Tax Rate (591387, v27)
It was reported than when running the Mail Order Totals By Tax Rate report in Ship Mail Orders, it would reflect duplicate entries. When there were multiple items and a refund was created that had the same amount as another item, rather than listing a negative and positive amount it would list two negative amounts. A code change was made so that there is only one transaction for the negative amount and one transaction for the positive amount.
Clear Text with Web (598883, v27)
The request was created to modify the XML Web Import to throw an error if a clear text value is detected in the CC_Number field of the web order packets being imported. If this situation is detected, the service will error with the following message in WPConsole: "XML Parsing error...possible clear text issue". If this happens, the packet is immediately deleted from the server by the service.
Fields Added for NMRP and Partnership (591405, v2703)
An NBC Rental Rebate field has been added to 'Ship Mail Order', so that the rebate amount for the order can be displayed. Additionally, when a mail order shipment, exchange or reservation is reversed, the value in the tender field is now adjusted to look as it did before the mail order or reservation was closed, so that the NBC Rebate is removed and the total field is changed back to reflect the cost of the items, tax and shipping. Also two new items have been added to the Report Generator Mail Order Shipments Header file. The items are MO_Shipment_Hdr_NBCRentalRebate and MO_Shipment_Hdr_TotalMinusRebate. The MO_Shipment_Hdr_NBCRentalRebate item pulls the NBC Rebate amount from the mail order. The MO_Shipment_Hdr_TotalMinusRebate item pulls the item cost plus tax and shipping, thus the total of the order minus the NBC Rebate.
Mail Order and Discounts (662235)
When a mail order with a discount is received and not enough stock is on hand to fulfill that order, the discount is now only given on the items that are actually shipped. When stock is received and the rest of the partial order is filled, the remaining discount is given on those items. In the past regardless of whether all items were shipped or not, the entire discount was placed on the first order and no discount was applied to the remaining shipments.
Print Order/Quote (675519, v27.3.2)
The Print order/quote report generated from Enter Mail Order reports was timing out when running large amounts of data only producing a blank screen. This issue has now been resolved.

ICS Ship Mail Orders -153

Reversing AR Order (544662, v26)
The request was created to correct a bug that was preventing the reversal of a web/mail order refund when AR Charge was the tender for the order. Previously, anytime a web/mail order refund was reversed, and the tender was AR Charge, the message "Insufficient Funds" would be displayed in WinPRISM 154 Mail Order Refund/Exchange. Now if a refund record is reversed by choosing the hammer option to "Open Refund/Exchange", the refund will be voided and the refund record will be opened again.
Parameter Added to the Net Sales by Tax Code report (544665, v26)
The request was created to add a new parameter to the Net Sales by Tax Code Report parameters. The Net Sales by Tax Code Report is found in WinPRISM Ship Mail Orders and WPAdmin Closing Reports Setup. The report parameters now include an option to "Break Out Non-Taxed". When this option is selected, report entries under the Non Taxed Sales section of the report are displayed with a Description (similar to how tax codes are displayed under the Taxed Sales portion, v26). The Description can be one of three things: Non-Taxable, Tax Exempt, or Incorrect Tax Setup.
When the "Break Out Non-Taxed" parameter is selected, the Description will list the reason the quantities and amounts in the section are not taxed. Non-Taxable applies to items that are assigned to a non-taxable tax type. Tax Exempt applies to quantities and amounts sold under tax exempt AR accounts or tax exempt transactions. Incorrect Tax Setup is displayed if taxes are not setup correctly. For instance, if an item's tax type is not added to the location, or if a tax code is expired.
Field Added to the Outstanding Mail Order Items Report (544582, v26)
The Outstanding Mail Order Items report located on the Reports, More Reports menu at Ship Mail Order was enhanced by adding a Total field at the Order Number Level and a Location and Grand Total for the 'Out Qty' column.
Mail Order Packing List Printing Extra Lines (549829, v26)
When printing the Mail Order Packing list from the Reports menu of the Ship Mail Order module, the report was displaying two dotted lines with blank space in between. This was only to display if the items on the mail order were for bundled items but was to be hidden if there were no bundled items on the packing list. This problem has now been corrected.
Backorders Not Processing (544654, v26)
When there was a mail order with a backordered item, the status would be set to partial. The customer then called in and requested another item which was successfully shipped using Mail Order Refund/Exchange. The backordered item received stock so in Ship Mail Orders, the user processed the order and received the following message: The total shipped and cancelled in more than total order. A code change was made so that when processing a backordered item that now has stock it will process to a closed status with no message generating.
UPS Tracking Number Email (533733, v26)
An enhancement was created to the UPS Worldship interface to send a second email when the tracking number was received. In Enter Mail Order, click on the Hammer option and select Email Configuration. There is now a new tab "Tracking Number". One can edit the default setting for each location by adding or changing Place markers. The Place markers need to be typed into the Subject, Header, or Footer fields. Please note that the Place marker information will only be on the second email sent from UPS, not the original email sent out of WinPRISM when the order is moved to a closed status.
Mail Order Exceeds Payware Limitation (544557, v26)
Point to Point (Payware, v26) has a limitation of 20 characters for the address that is sent to them for authorization. In the ship to section on a mail order, the address can exceed more than 20 characters, so a code change was made so that when the address is longer than 20 characters, it would automatically be truncated to 20 characters in the transaction process in order for it to complete and not generate an error.
Pricing and Rentals with Multiple Periods (533783, v26)
It was reported that when in the Ship Mail Order and had a rental book which was on multiple active rental periods, when the option to Substitute Textbook Type was selected a dialog box would appear prompting the user to either sell or rent. Under the sell button the wrong price was listed. A code change was made to retrieve the items price for sell rather than the rental price. Now when selecting the option to Substitute Textbook Type the correct price is listed for the sell price rather than the rent price.
Mail Order Address Verification Report (544584, v26)
A new total line for the tender amount column was added to the Mail Order Address Verification Report ran from the Ship Mail order reports menu. There will now be a tender total at the location level and a grand total at the end of the report.
Outstanding Mail Order Items Report (549830, v26)
The 'Outstanding Mail Order Items' report generated from the Ship Mail order reports menu was displaying substituted items on the report when only backordered or items not yet shipped (partial, v26) due to SOH should display.
UPS Interface Export Issues (555919, v26)
Closed mail/web orders with a shipping method of UPS were not getting populated in the UPS interface export file due to file locking issues. This issue has now been resolved.
Authorization of Card Smith (555938, v26)
The authorization type of Card Smith has been enabled to allow viewing on the tender tab of the card number used in the mail order transaction. The Card Smith authorization can be viewed in Ship Mail Order on the tender tab using the right click "View Credit Card / Reference Info" option.
Incorrect Status Being Sent to Web (558510, v26)
The request was for an issue with shipment status updates going to the web with the wrong values. Because the wrong values were being sent, a shipped order was never changing to "Shipped" status in a WebPRISM user's 'Order History.' This has been corrected and shipment status updates are now sending the correct values.
Partnership 2 and the Packing List (560744, v26)
For Partnership two rentals done thru Mail Order, the mail order packing list was not displaying rental information or the correct pricing (sale price and not rental price, v26). This problem has now been corrected.
Confirmation Emails and Partnership Two (563201, v26)
The request was created to modify the confirmation emails sent by WinPRISM when web/mail orders are shipped that contain partnership v2 items. Previously, the emails contained the sale price of the partnership v2 items in the body details, rather than the rental price. This has been corrected so email notifications of shipments include the rental price in the details.
Net Sales by Tax Code (650817, v27)
The Net Sales by Tax Report was including open web orders, causing the report not to balance with the Register Totals Report. A change was made to the store procedure to correct the report.
Batch Process Via Shift4 P2Pe (585254, v27)
The request was created to develop a way for the batch processing of mail orders via Shift4 Point-to-Point encryption that did not require interaction with the pin pad for every RNR that runs. This ability has been added, so when the hammer option to "Process Not Returned Billings" for a specific rental period is chosen, the process will run and bill the outstanding rentals without interaction with the pin pad.
Issues with Shift4 and P2Pe (648609, v27)
The request was created to correct a defect with Shift4 and Point-To-Point encryption and WinPRISM mail orders. Previously, no invoice number was being kept and sent by WinPRISM for Shift4 transactions, so gaining an Authorization for a Credit Card token and subsequently charging the mail order could create the effect of a double charge on the Dollars on the Net site, even though the authorization would automatically be eliminated a number of days afterwards. This has been corrected. This changes the "Auth" on Dollars on the Net (which is created when the token is received) to a "Sale" when the order is processed. If the shipment is refunded, the "Sale" is changed to a "Refund" for the amount of the refund. RNR charges and partial shipments will send a new invoice number to Dollars on the Net to account for the new charges taking place in each of those situations.
Cancelling a Web Order (658550, v27)
When a web order is cancelled or partially cancelled in WinPRISM Ship Mail Order a stock update is now sent back to the website to increase the stock available on the site. Prior to this change when items on a web order were cancelled at Ship Mail Order the stock on hand update was not being sent and inventory on those items was not in sync.
Shift4 and Mail Order (665607, v27.2.5)
The request was created to adapt WinPRISM Mail Orders to the new method of authorizing credit cards by Shift4 in UTG versions later than 2268f or later. This new method uses new parameters set in WPConsole. Previously, fields for API Serial Number and API Password were used to communicate with the Shift4 Authorization services. Now, fields for Shift4 Client GUID and Shift4 Mail Order Client Authentication Token exist and must be filled in when using the new UTG versions. These values are provided by Shift4. There is also a new hidden parameter for SH4_PymtProc_Ecom_Client_Access_Token in the SystemParameters table. This is the Access Token that is filled in automatically the first time a transaction is done when using the new versions of the UTG. Nothing in the WinPRISM user interface is affected by these changes, but it must be noted that the new parameters in WPConsole must be filled in.
Bundle Prices and Web Orders (673082, v.27.2.2)
The request was created to correct a defect with bundles coming in on web orders after the bundle price had been changed. The changes in this ITG have been implemented to complete the web order with the price the bundle was rented at on the web order, similar to how a normal title would be handled. Since further calculations are performed during bundle transactions, this was causing errors during the processing of the order. Since the price of the bundle will reflect the price at the time the order was placed, these errors no longer occur.
Web and Bundle Items (673090, 673086 v27.3.0)
A Web shipment with bundle items was not recognizing when any item was cancelled from the shipment and would redisplay when a new shipment was created. This issue has been resolved.
Additionally, new shipments for backordered items were not able to be created from orders which contained bundle items on the original order. When the original order was processed it would create the backorder, but close the original order.
Duplicate Tender Lines (673079, v27.3.2)
Code was corrected to fix an issue with a tender line being duplicated in Ship Mail Orders when the web order tender and rental guarantee tender were of the same type.

ICS Refund / Exchange - 154

Non Rental Item Refund (544554, v26)
The request was created to correct an issue in WinPRISM Mail Order Refund/Exchange when rental items were refunded with non-rental items on the same transaction. Previously, certain scenarios would cause the system to return the message "All XREF' s for SKU xxxxxxxx have already been returned. Please make certain you have selected the correct order number." when non-rentals and rentals were included in the same refund transaction. This has been corrected so the refunds process normally if there are both rentals and non-rentals present on the transaction.
Refunding Shipping with Tax (555925, v26)
When attempting to refund shipping costs with taxes in Mail Order Refund/, the tax total would automatically change back to $0.00 in the tender dialog even though the amount was present in the header. A code change was made so that once the shipping amount is entered, the taxes are automatically populated and the entire amount is present in the tender dialog box.
Print Refund / Exchange (566115, v26)
The request was created to correct an issue discovered in the Partnership v2 process. When the Print Refund/Exchange report was being generated from WinPRISM Mail Order Refund/Exchange, the partnership v2 items were listed with the sale price, rather than the rental price. This has been corrected so the report now shows the rental price for any partnership v2 items listed on the report.
NMRP Refunds (591368, v27)
The request was created to correct an issue in the way NMRP or Partnership v2 items could be refunded/ returned under a certain circumstance. If the item had been manually set to returned, then it was still possible to close a mail order refund/exchange with that item on it, thus creating an unnecessary refund. This has been corrected so even if the previously returned/refunded item is placed on a mail order refund/exchange, that the tender does not include the rebate amount.
Refunding and Re-renting (649627, v27)
The request was created to correct a defect for the NMRP/Partnership v2 rental programs when items were refunded and rented again on the same mail order transaction. Previously, if this occurred, two records would be created and added to the reconciliation reports. This has been corrected.

ICS Customer Maintenance - 156

Deleting Customer Addresses (533753, v26)
When an address is deleted from a customer, if there are no mail orders, the address is removed. If mail orders exists, an informative message 'Customers in use: Transactions' is given instead of an SQL error. If there are no mail orders, the address will be deleted without any message appearing. The above applies to ICS Customer Maintenance or AR Customer Maintenance.
Customers Out of Sync (558514, v26)
Some customers were getting out of sync between the Main and the Distributed servers with Partnership V2 customers. This has been fixed so that the customers stay in sync between the Main and Distributed servers.

ICS Stock Ledger Reports - 171

Discounts on Returns (549825, v26)
Stock ledger return accruals was not matching the credit request when items were returned that had a discount. This was due to a rounding issue in the calculation. The issue has now been resolved.
Outstanding Credit Requests (604420, v26)
The request was created to change the Outstanding Credit Requests report in WinPRISM Maintain Credit Requests to reflect the changes made to the "Beginning Date for Outstanding Credit Requests Report" system parameter in WPAdmin General System Parameters.
Previously, the system parameter was in the form of an integer representing the number of months back to include in the report. The system parameter has been changed to a date entry field, which denotes the date desired to start for the report. That date is the start date and the end date is chosen in the report parameters.
Received Not Yet Invoiced (604419, v26)
The request was created to change the Received Not Invoiced report in WinPRISM Enter Invoice Information to reflect the changes made to the "Beginning Date for Received Not Invoiced" system parameter in WPAdmin General System Parameters. Previously, the system parameter was in the form of an integer representing the number of months back to include in the report. The system parameter has been changed to a date entry field, which denotes the date desired to start for the report. That date is the start date and the end date is chosen in the report parameters. NOTE: The information displayed on the report also takes into account the sales month date of the system.
Months to Display – Received Not Yet Invoiced (591411, v27)
A system parameter change was made to the 'months to display on Received Not Invoiced reports'. It was changed to a static date field with the description of 'Beginning date for Received Not Invoiced reports' and allows the user to define a specific date. The current days' date is the default setting.
DCC Transfer Report (591437, v27)
DCC transfer report ran from the stock ledger module was displaying a SQL error when the user name contained more than 10 characters. This has now been corrected and will truncate after 10 characters on the user name.
Sales Reports Not Matching (591389, v27)
Stock Ledger Sales report not matching spreadsheet report when sales were posting in one month and reversed in the next. This has been corrected so the reports and spreadsheet match when the sales are reversed.
Merchandise Transfers (583806, v27)
The stock ledger report Return Accruals Gain/loss is reflecting a large loss when doing a merchandise transfer using one item that is on multiple terms and multiple locations and set to use accounting cost (WPAdmin). This same issue was also occurring when using GM items that had multiple units per package. This issue has now been resolved.

ICS Report Generator / Reports - 181

Can Now Schedule Report Generators Through Report Scheduler (533755, v26)
An enhancement was requested to add the ability in Report Scheduler to schedule Report Generator records. The reports can be emailed, printed, or both emailed and printed. The user can also select what type of format they receive the report in, Portrait or Landscape.
Want List Comment Blank (544670, v26)
WinPRISM now has the ability in Report Generator > Order Decision template to filter out the ODL_WantListComment field by an empty string or blank.
Change to Commission Accruals
When a wholesale's credit memo is partially resolved at Resolve Credit Requests, the received commission amount is placed on the Stock Ledger Commission Report and the remaining amount is posted to the Stock Ledger Commission Accruals Report. When the second credit memo is entered and resolved, the amount that was previously listed on the Commission Accruals Report for the partially resolved credit request is moved to the Commission Report.
Once the credit request is resolved entirely, the accruals report is left with a $0.00 dollar amount for this request and the full amount of commission is recorded on the Commission's Report.
Textbook Type Issue (558517 and 570559, v26)
In Report Generator > Item/Inventory template, when the Itm_TextbookType is Used, then the field Itm_BuyPrice is empty (no data comes back on the report, v26). When the Itm_TextbookType is New, then the field Itm_BuyPrice comes back empty if the book is not linked to the buyer's guide, but comes back as $0.00 or another price if the book is linked to the buyer's guide and has a price. A change was made so that if the Itm_TextbookType is used and is linked to the buyer's guide, $0.00 or another price will now be displayed on the report. In Rental History and Rental Period template the field Rental_Header_Item_Period_Additionalinfo is now able to be added to a report and show data when applicable. Also, The item Rental_Header_Item_Period_AdditionalInfo has been added to the Rental Period by Term template in Report Generator.
Perishable Flag Added to Report Generator (615939, v27)
In Report Generator in the Item/Inventory template, the 'Perishable Flag' has been added in version 27.0.4. If the 'Perishable' flag is checked, the report field will return a 1 and if the report field is not checked it will return a 0.
Course Level Added to Report Generator (615938, v27)
In Report Generator in the Course Request Header template the item 'Course Level' has been added in version 27.0.4. The 'Course Level' item will pull the Level set in the Course Level field in Course Requests.
Purchase Order Detail Template (615920, v27)
The item Itm_LastPORecvDate in the Purchase Order Detail template has been modified so that when used in a Report Generator the report will generate faster.
Report Generator POS Transaction template (591438, v27)
Report generator field 'POSTransaction_Hdr_Amount_Subtotal in the POS transaction template was displaying with the discount included. The discount amount has now been removed and put into transaction discount field so it now matches up with the POS Transaction Inquiry.
Report Gen Name More than 40 Characters (591396, v27)
No errors will be reported if a Report Generator's Name field is longer than 40 characters. Previously if a Report Generator's Name field exceeded more than 40 characters an error was received and the report was not generated.
Report Generator – Buyback Template (591425, v27)
New fields for 'Buyback purchaser' were added to the buyback transaction detail template in the report generator. New field names include: 1. Buyback_Purchaser_Active 2.
Buyback_Purchaser_Description 3. Buyback_Purchaser_NBCPurchaser 4. Buyback_Purchaser_SpeculativePurchaser.
Catalog Groups Pulling Wrong Information (643761, v27)
The request was for an issue with report generator using the wrong table/field to get catalog ID information. Prior to this, if you ran a report using "MO_Catalog_Group_Description" and/or "MO_Catalog_Group_Name" and then changed the group association, the catalog group did not update even though in WinPRISM the group did update correctly.
Non-Merchandise and Mail Order (643760, v27)
The request was for an issue with report generator not displaying any information when using a Mail Order template and having an order with a non-merchandise item. The description is now being pulled from POS fee codes table for non-merch items.
Module Access (643757, v27)
The request was for an issue with the Module Access Audit report in the User Security module in WPAdmin. Prior to this, the report would show any Report Generator logs as "Report Generator (Old)". The description has been changed to remove the "(old)" text in the description.
Order Decisions Template (615936,615935,615934, 598873, 598866 v27)
New items have been added in the Order Decisions template in Report Generator:
OD_Quantity_Actual_Rental_Returns
OD_Child_Quantity_Actual_Rental_Returns.
The items will pull the number of actual rental refunds entered in the system for the parent and child SKU.
OD_Child_Quantity_CalculatedAllocated
OD_Quantity_CalculatedAllocated
The items will pull the number entered by the OOD program.
OD_Quantity_CalculatedERR
OD_Child_Quantity_CalculatedERR
These items will pull the number of calculated estimated rental returns entered in the system by the Optimized Order Decisions program for the parent and child SKU.
OD_Quantity_Estimatedl_Rental_Returns
OD_Child_Quantity_Estimated_Rental_Returns
The items will pull the number of estimated rental refunds entered in the system for the parent and child SKU.
OD_Child_Quantity_CalculatedEBB
OD_Quantity_CalculatedEBB
If the Order Decision or the linked SKU (child) of the order decision has a number in the Calculated Estimated Buy Back field it will be reported.
OD_OOD_Update_Pending
OD_Child_OOD_Update_Pending
Depending on the status of the order decision the OOD update field will show Update or Pending.
OD_Child_Manual_OD
OD_ Manual_OD
If the Order Decision or the linked SKU (child) of the order decision is checked as manual the fields will return a 0 or a 1. Zero meaning the field is not check and 1 meaning the field is checked.
AOD Term Identifier
The AOD Term Identifier field in Order Decisions is expressed by a number in report generator. The number 1 is equal to spring, 2 is equal to summer, 3 is equal to fall and 0 is the default for when the AOD Term Identifier field has not been defined in Term Maintenance.
OD_Rental_Returns_to_Subtract
This field is located in the header of Term Maintenance and may or may not be active depending on how the term is set up. If the field is setup to populate either estimated or actual rental returns, the order decision record will be updated with a number which is used by the Rental Returns to Subtract field.
Class Start Date (615927, v27)
The Report Generator item 'Class Start Date' was added to both the Course Request Detail Header and the Order Decisions file. The item date is pulled from Term Maintenance. In the Course Request Header File, the item is called CR_Header_Class_Start_Date. In the Order Decisions file the items name is OD_Class_Start_Date.
Exporting as a .csv (649633, v27)
Stores had an issue with exporting a Report generator as a csv file. The file was duplicating headers if the box to Show Column Headers was unchecked. The issue was corrected and a hot fix was deployed to the store.
Continuation (615937, v27)
A new item has been added in the Course Request Detail template in Report Generator called Continuation. This item will pull the Continuation field located in the Course Request Detail.
The item will pull a 0 for the flag not being checked or a 1 meaning the flag is checked.
Compute Order Decisions Field (615926, v27)
A new item was added to the Order Decisions template called OD_Compute_Order_Decisions. The field definition is an S for Standard or A for Automated. The field is located in WPAdmin Store Information on the Miscellaneous tab. When the field located in the grid is set to Standard the Estimated Buyback, Estimated Rental Returns, Allocated and QTP are not updated by the python program and must be set manually. If the Compute Order Decisions field is set to Automated the Calculated Estimated Buyback, Calculated Estimated Rental Returns, Calculated Allocated and the Calculated QTP are updated by the python program.
Itm_Type Correced (653439, v27)
The Report Generator item 'itm_type' has been corrected so that it will include used textbooks when pulling data. Prior to this change it was excluding used textbooks from the results it would display.
GDI Error (674742, v27.3.1)
The request was created to correct an issue that was discovered upon loading Microsoft Windows Security Update KB 3078601. It was discovered that the security update was in conflict with some key files needed to print certain reports (including reports that display barcodes and other custom reports). This has been corrected so Windows 7 operating systems with this security update can now print these reports without receiving a GDI error.

ICS Proposed Purchase Orders - 201

Change to Print PO Dialog (581480, v26)
The request was created to add a new option to the "Print Purchase Order" dialog in WinPRISM Purchase Orders when posting a PO. When the hammer option for "Post Purchase Order" is chosen, the "Print Purchase Order" dialog appears. In the "Preferred Ordering Method" there is a new checkbox for "Override Preferred Ordering Method - Send PO to Pubnet". Checking this option will override the preferred ordering method and bring up the "Send to Pubnet" wizard when the PO is posted. The option is only viewable if the "Preferred Ordering Method" is set to anything other than Pubnet. If it is already set to Pubnet, the checkbox will not appear in the dialog - because it is sent when the PO is posted if that is the preferred ordering method.
Copy Purchase Orders (575527, v26)
An enhancement was created in Purchase Orders to allow the hammer option 'Copy Purchase Order' to allow trade items in addition to GM items to be copied. This function does not allow for Textbooks to be copied.
PubNet EDI PO (651999, v27)
When a Pubnet EDI purchase order is created it will now include any Payment Terms set in the Vendor Parameters tab. Prior to this correction the vendor payment terms (i.e. percentage and days) in Vendor Maintenance were not being carried over from Vendor Parameters tab on to the PO or the Invoice that is automatically created.
PO Receiving Document Corrected (602578, v27)
Changes were made in a previous version to the 'Purchase order receiving document' for both separate and merged locations. These changes deleted a functionality of the report which produced a line at the beginning of each receiving line, where the user could write in how many of each item were received. This ITG just replaces this code again.

ICS Autogen Purchase Orders - 202

Autogeneration using Mobile Toolkit (549833, v26)
The request was created to add functionality to the Autogen Proposed Order process to include used items entered on the Mobile Toolkit. Previously, this functionality did not exist in the system. Now, when a used item is scanned/entered on the Mobile Toolkit Purchasing, Merchandise Requests, and Returns applications, the used items will be included in the Purchase Orders, Merchandise Requests and Returns that are created when the Autogen Process is kicked off (and the "Include Items from Mobile Device" flag is checked, v26).
Allocated Being Ignored During Autogen (558511, v26)
With the introduction of "Allocated Rentals" as part of the Automated Order Decisions, the Autogen Proposed Orders process was omitting the 'Allocated' (not Allocated Rental, v26) quantity from the order equation when generating the PO. This has been corrected, so if there are "Allocated" quantities on the order decision, they are again taken into account when Auto generating PO's.

ICS Incoming / Outgoing Message Maintenance – 203/204

L Attached to Want List Tracking (558524, v26)
A request was made to stop having the "L" and a number appended to the end of Tracking Purchase Orders when using Pubnet, and Wantlists using NBC Connect and Easylink. A code change was made removing "L" and a number appended to the Purchase Order and Wantlist in Outgoing Messages.
Order Report (576872, v26)
The request was created to correct a report issue on the Order Report from WinPRISM Outgoing Messages. Previously, if an item was on a Want List or PO whose ISBN was duplicated elsewhere in the system (erroneously attached to another item for instance, v26), the Order Report was listing each item associated with that ISBN, even if it wasn't on the order.
This has been corrected so if a duplicate ISBN exists for an item that is on a PO or Want List, the Order Report will only list the item that is present on the PO or Want List.
Order Report – Outgoing Messages (591400, v27)
Order report ran from the reports menu of the Outgoing Message Maintenance module, was not displaying or taking 20 - 30 minutes to display. This issue has now been fixed.
PubNet EDI Invoices (649643, v27)
Pubnet EDI invoices were coming in with the wrong currency type. Vendors who were set to Canadian currency in Vendor Maintenance EDI invoices were coming in with US currency which was incorrect. Invoices that were already received in the wrong currency type were corrected to the correct currency. The stored procedure was corrected.
POA (649635, v27)
Purchase Order Acknowledgments from Pubnet were being printed, and the reports included more items than were on the original Purchase Order. The POA report has been corrected and will now display only items where the ISBN listed is in the store's inventory file.

ICS Post Buyback Totals - 2112

Totals Not Posting (533761, v26)
When posting buyback totals in which the transactions have caused the 'possible duplicate textbook items' warning and dialog to display (books with same title, but different ISBNs – BG vs added item to item maintenance, v26), the total were not posting. This was thought to be a problem where spaces were being inserted into the invoice number of the transaction when duplicate records where accepted (checking 'use this existing textbook item', v26). Now, the system looks at the invoice number prior to posting and strips any spaces or special characters which would prevent the buyback totals from posting.
Unlinking from Buyer's Guide (555952, v26)
When buying items in Buy Books that were linked to the buyer's guide originally, when the buyback totals were posted, a missing condition statement in the stored procedure caused these ISBNs to be unlinked from the buyer's guide. This issue has now been resolved.

ICS Merchandise Transfers - 231

Reports in Transfers (533766, v26)
It was reported that when in Merchandise Transfer Inquiry and an item was highlighted, selecting the Quick Menu or F9 no report would generate. A code change was made so that when an item line is highlighted and Quick Menu or F9 is selected a report will now generate.
Units Per Pack (533751, v26)
When editing the received merchandise transfer items from the 'edit request item' dialog, the quantity received was not calculating the number of items based on the number of units per package. This has been corrected to take these factors into account.
Problems with New Options (544645, v26)
When doing a merchandise request with the cost method set to 'accounting cost' the filling quantities for both claimed and denied were not reflected correctly causing a problem with the amount being received and invoiced. This has been corrected so when doing Merchandise Requests under this method, the claimed and denied quantities are reflected correctly. When the cost method is set to 'item cost' the filling quantities at receiving are correct.
Problems with Transfers (503740, 25.1.3, v26)
Duplicate records were displaying on transfer related invoices and credit memos for merchandise transfers (when using accounting cost, v26) where only one original purchase order invoice existed for calculating the accounting cost from. Also, if the transferred amount equaled the SOH at the filling store, there was an extra detail record appended to the invoice, skewing the quantity requested. Lastly, on the transfer invoice as the transfer items were received the value for the NYI column was not updating to zero as expected. All of these issues caused the merchandise transfer invoices and stock ledger reports to not be correct. All of these issues have now been resolved.
Problems with using Accounting Cost (555941, v26)
When doing a merchandise transfer using an item with multiple units (ex. 8 units per box, v26) and the Accounting Method for transfers was set to accounting cost instead of item cost, the stock ledger calculation multiplied the units twice, giving an inflated cost on all stock ledger reports. This issue has now been corrected.
SKU on Multiple Terms (575530, v26)
When doing a merchandise transfer using the accounting cost method, the cost was not displaying correctly on the merchandise transfer invoice and stock ledger reports. This problem occurred when using a SKU that was on multiple terms on the same merchandise transfer and also when using a GM item in which the package size was multiple units. For the GM items the problem was specifically only occurring when the Fill module was being used instead of generating them directly from the merchandise request module. Both these issues have been resolved.

ICS Receiving - 301

Serial Numbers and Discrepancies (533748, v26)
At Receiving, after entering a discrepancy on a serialized item the serial number window pops up for you to choose the correct serialized item. Once selected on the receiving screen the serialized item remains highlighted in red until the item is invoiced. Once invoiced the item at Receiving is no longer in red, but is highlighted in red on the Invoice. Once the item is invoiced, the discrepancy is created at Maintain Credit Requests.
Changing Retail At Receiving (575538, v26)
The error 'Conversion failed when converting the varchar value '*' to data type int' was being displayed when changing the retail of an item on a PO that was also on a catalog. This has been corrected.
Allow Substitution for Used on PO (572601, v26)
A new enhancement was requested to allow "Receive Substitution" on used textbooks in Receiving. When this option is selected, the "Add Link" dialog box will be displayed and the user will be allowed to enter the substitution for the used textbook. A new entry will be created for the new SKU and the linked icon will appear. The linked SKU icon appears next to the used SKU being substituted. The add link dialog box will not allow any updates to a used SKU. A new entry will also be created in the Substitution Bundles module. Order Decision Maintenance will also be adjusted accordingly.
Changes to Receiving Report (572599, v26)
Three new parameters were added to the Purchase Order Receiving Document generated from the reports menu of the receiving module. The parameters are : 'do not print cost fields', 'do not print retail fields', and 'do not print qty fields' for all subsystem types and for merged and separate location types. If the fields are set to not display 'DNP' will be displayed instead of the value for the field.
PO Receiving Document (653435, 653440, v27)
The request was created to correct a defect on the PO Receiving Document in WinPRISM Receiving. The report was previously listing courses for items on the report even if the courses were disabled in Course Requests. The changes in this request make it so disabled courses are no longer displayed on the report.
Also, the Purchase Order Receiving Document report generated from the Receiving module was not correctly calculating the exchange rate for the retail and base retail when using a foreign vendor. This issue has now been resolved.

ICS Enter Invoice Information - 311

Items Removed From Window (533738, v26)
When entering an invoice at Enter Invoice Information by line item, the items are now removed from the window as they are added to the Invoice. A problem had been found where the items were not being removed from the tab until it was refreshed or the focus was changed.
CNTR ALT P to Post Invoice (533768, v26)
At Enter Invoice Information, it is now possible to use the Ctrl+Alt+P short cut to post an invoice. Using this sequence of key strokes works just as using the hammer option. When using Ctrl+Alt+P if the Invoice Total and the Computed Total don't match, an error is received 'Invoice Total does not match Computed Total'. If the two totals match the normal posting messages will appear.
Deleting Invoices with Discrepancies (533749, v26)
When an invoice at Enter Invoice Information has a discrepancy and it is deleted, the discrepancy will now be deleted from Maintain Credit Requests but the item(s, v26) will show in red at Receiving. The correction that was made fixed the issue of the discrepancy getting lost when the invoice was deleted.
Add Purchase Order to Invoice Dialog (566112, v26)
When adding items from a purchase order to multiple invoices or multiple purchase orders to one invoice, items that had already been completely invoiced where still showing as outstanding in the 'add purchase order' search dialog with the 'show only received not yet invoiced' checkbox checked. In addition, if an item was only partially invoiced from a purchase order the non-invoiced portion was not displaying correctly on the invoice detail or the 'add purchase order' line items detail. These issues have now been resolved.
Received Not Yet Invoiced Report (609077, v27)
The request was created to change the Received Not Invoiced report in WinPRISM Enter Invoice Information to reflect the changes made to the "Beginning Date for Received Not Invoiced" system parameter in WPAdmin General System Parameters. Previously, the system parameter was in the form of an integer representing the number of months back to include in the report. The system parameter has been changed to a date entry field, which denotes the date desired to start for the report. That date is the start date and the end date is chosen in the report parameters. NOTE: The information displayed on the report also takes into account the sales month date of the system.
Available Return Quantities (591369, v27)
Available return quantities were being calculated incorrectly for invoices when a SKU exists on the invoice multiple times with a discrepancy. When this scenario happens the discrepancy amount was being subtracted from each on the invoice lines instead of just the line it was meant for, causing the available qty to be reduced. This issue has now been corrected.
Issues Posting Invoices (649,636, v27)
Invoices with multiple rental_header_item records returned caused issues with SQL statement. The programmers corrected the error.
Canadian Pubnet EDI and Taxes (641838, v27)
When a Canadian Pubnet EDI invoice is created from a source document that had multiple tax lines of the same type, not all tax lines were being totaled onto the invoice. Now when multiple GST/PST amounts are included, the system will now total all lines containing a like tax amount and include the total amount on the invoice.

ICS Maintain Credit Requests - 323

Autogen Proposed Returns (591419, v27) An issue was reported that when in Auto-gen Proposed Return and attempting to run a user list with a long query in Auto Generation Report an error message would appear, and the report would not generate. A code change was made so that now when one selects Auto Generation Report, no matter how large the query, the report will be created without generating an error.
Issue Adding Items to Returns (580675, v26)
The request was created to correct an issue that was detected while adding items to a proposed return. In v26, the option was added to Inventory Maintenance to flag an item for "No Returns". This option would disallow items from being added to returns for whatever inventory location is flagged. There was an issue in the code that was restricting the addition of items to the "Remit To" location in the return header, rather than inventory location of the item being added in relation to the location of the return itself. This has been corrected so when an item is chosen for addition to the return, the Inventory location is checked for the "No Returns" flag, rather than the "Remit To" location.
Report Issue (555930, v26)
Previously, the Outstanding Credit Request report generated from the reports menu in Maintain Credit Request was not subtracting out cancel quantity from the outstanding qty ('Qty Out', v26) column. This has been corrected. Additionally, a new 'cancel qty' column was also added to the report for better clarification.
Outstanding Credit Request Report (609078, v27)
The request was created to change the Outstanding Credit Requests report in WinPRISM Maintain Credit Requests to reflect the changes made to the "Beginning Date for Outstanding Credit Requests Report" system parameter in WPAdmin General System Parameters.
Previously, the system parameter was in the form of an integer representing the number of months back to include in the report. The system parameter has been changed to a date entry field, which denotes the date desired to start for the report. That date is the start date and the end date is chosen in the report parameters.
Months to Display – Outstanding Credit Request Report (591412, v27)
A system parameter change was made to the 'months to display on Outstanding Credit Request reports'. It was changed to a static date field with the description of 'Beginning date for Outstanding Credit Request reports' and allows the user to define a specific date.

ICS Resolve Credit Requests - 324

Request Number Now Removed (533754, v26)
In Resolve Credit Requests, when using the 'Add Credit Request' box to add detail lines to the credit memo, the line items as well as the associated request number are removed from the box as they are added. An issue was reported that once the items were added the line items and the request number were not being removed. This has been corrected.
Column Filter Not Working (533765, v26)
In Resolve Credit Requests, on the Add Credit Request Line Items tab, when right clicking on the field (Location; SKU; Description; and Cat #/ISBN, v26), a Column Filter box was displayed. When entering the search criteria and hitting enter, the filter was not returning the data pertaining to the search criteria. A code change was made so that when criteria is entered into the Column Filter box, the search will return data only associated with the criteria entered.
Return Debit Memo Report (544520, v26)
When printing the Return Debit Memo report either when posting the return in Proposed Return Entry or after the fact in Maintain Credit request, the wrong retail value was displaying on the report. The returned retail value should match the price on the invoice.

ICS Want Lists - 331

Apostrophe Causes Issue with Want Lists (533790, v26) In WPAdmin when an apostrophe is used in Store Location description, it would cause an error in the SQL server, and subsequently, the service fails. When generating a want list in WinPRISM and using the hammer option of send, a message would not generate in Outgoing Message Maintenance. A code change was made so that if the Store Location now contains an apostrophe in the description an outgoing message will now be scheduled.
Can't Edit Want List (592630, v26)
The request was created to correct a problem within WinPRISM Want Lists when editing the QTY field of a detail item within the detail grid. Previously, if the QTY field was selected and a new value was entered for QTY, the updated QTY value would not be saved. This has been corrected so if the QTY value is edited, the detail line is updated immediately. It was discovered during testing that if the "Edit Detail Item" context menu is selected and the QTY is changed from the dialog, the record must be updated to reflect the change.
Cascading with Multiple Vendors (571826, v26)
When using a want list and scheduling via Easylink using multiple vendors, the response back from Easylink was not correctly cascading and placing the mailbox id at the top of the file. This issue has now been corrected.
Changing Vendor on Want List (571824, v26)
The request was created to correct an issue detected in the Want List module when sending a want list via easylink after changing the vendor. Previously, if a want list was sent via easylink and response documents were returned, then the user changed the vendor on the original want list and re-sent under the new vendor, the documents created in outgoing messages could potentially include info from the first vendor, rather than the new one. This has been corrected so the correct info is sent for the vendor/term selected in the Want List module.
Incorrectly Updated PO (576870, v26)
The request was created to correct an issue occurring when vendors would not respond to all fill quantities on a want list that is cascaded and using the "Do Not Recalculate using Order Decisions" option. If this option was used and the vendor did not respond to all quantities, the cascaded want list was not always completing successfully. This has been corrected so if this situation occurs, the cascaded want list and outgoing messages are always created and the PO is updated.
Issue Generating Want Lists (621723, v27)
The request was created to correct an issue discovered in testing the generating of Want Lists in WinPRISM Want Lists. Due to the additions of a field titled Actual Rental Returns in Order Decisions for the AOD feature, an error was occurring when generating a want list stating 'Invalid column name 'ActualRentalReturns'' . This has been corrected by programming and now want lists generate without returning an error.
Unable to Manually Add Want List Titles (602577, v27)
Want List was not allowing titles to be manually added even if it was want list eligible title and on the terms set for the want list (on course request for an open term, OD in worked status, and the inventory record has the want list flag checked). Also, when changing the quantity on the detail line or editing, the qty would change but when getting off the record it reverts back to the original qty and doesn't save. These issues have now been resolved.
Want List Quantities (598881, v27)
Want List qtys are not saving when editing via the detail grid once tabbing off the record. When using the right-click 'edit detail' option the qty can be changed and saved as normal. This behavior has been corrected so when the qty is changed, it is saved.

ICS Miscellaneous

Transfer Update File (571817, v26)
This request adds the ability to transfer the SSU.exe file from the Main ICS server to a Distributed server via running a specific command from the command shell of a distributed server at the c:\data prompt. The command is as follows:
wpupdate.exe –S (MainDBServer, v26) –E –get SSU.exe
or
wpupdate.exe –S (MainDBServer, v26) –U (user, v26) –P (password, v26) –get SSU.exe
Where (MainDBServer, v26) is, fill in the computer name of the Main ICS server that communicates with the distributed server where the command is being performed.
Once the command is run, the file SSU.exe will be placed in the c:\data directory. From that directory (through windows or command shell, v26) it can be run like any other SSU.exe.
Multi-Web Order Routing Added (537879, v26)
The request was for an enhancement to be used in conjunction with the 'Combine all data into one website' option. A second parameter was added in General System Parameters module in WPAdmin under the 'Web' drop down menu option. This parameter is 'Auto route web orders by term when combining to one web site.' When selected, this option will automatically route an order to a location based on the items in the order. When this option is not selected, orders that do not specify location via shipping will automatically flow down to the main store. Please note, Shift4 does not support multiple merchant IDs for Ecommerce. If you are using Shift4, please contact support for further options.
Delete Academic Department (533740, v26)
There was a cryptic user message when a duplicate record is added in the Academic Department Maintenance module. A new check has been added to prevent duplication of academic department and to display a more user friendly error message. The message now states: 'The department <> already exists for the selected campus'.
G/L Export Now Uses Correct Date Format (544626, v26)
The G/L Export done in PRISM format now uses the correct date format so the file will process without error. Prior to correcting the date format to us mm/dd/yy instead of mm/dd/yyyy the file would error out.
Purging Takes Too Long (533759, v26)
The Purge process in Purge Parameters was taking a significant amount of time for the process to complete, so an enhancement was created to optimize the purge process by removing transaction processing. The transaction processing function was that if an error occurred during the process all data would be restored back to the beginning. Now if an error occurred, the data prior to the error would remain deleted.
Currency Flag Not Updated (533741, v26)
In several modules, using the Next Record arrows on the main menu would not update the currency flag correctly when scrolling after selecting a record from the quick search listing. This has been corrected so the currency flag is now refreshed when scrolling through records.
UPS Export (533774, v26)
Mail orders with commas or punctuation are not populating the export file correctly – placing commas in the shipping address or blanks in the customer number or name field. This was resolved in the UPS shipping Export by replacing the commas in the incoming data from Mail order with spaces so the fields are getting populated correctly on the export file.
Error Emails for Web Lines (523347, 25.2.4, v26)
The request was created to modify the procedure in place to send error emails for the XML Web Import_01 job in WPserver. Previously, error emails for this service were being dispatched, even if there were not valid errors present in the job outcome details. This has been corrected so error emails are sent (to the address specified in the job properties, if email queue is added to the system, v26) only if the job outcome results in an error. If the job outcome is successful, no error email will be sent.
Master Style Issue (578538, v26)
When updating in the master styles or style module using the 'create/update matrix' hammer option, the system would time out and not update all items. This was occurring mostly with large template styles creating more than 200+ SKUs, especially with multiple styles using the same master. This issue has been resolved.
WPServer Errors (563203, v26)
In NBC Utility, emails were being sent for errors which occurred in the past displaying identical text. A code change was made so that only one email is sent out when an error occurs.
POS Updates (577817, v26)
This request adds the ability to transfer the SSU.exe file from the Main ICS server to a Distributed server via running a specific command from the command shell of a distributed server at the c:\data prompt. The command is as follows: wpupdate.exe –S (MainDBServer, v26) –E –get SSU.exe or wpupdate.exe –S (MainDBServer, v26) –U (user, v26) –P (password, v26) –get SSU.exe Where (MainDBServer, v26) is, fill in the computer name of the Main ICS server that communicates with the distributed server where the command is being performed. Once the command is run, the file SSU.exe will be placed in the c:\data directory. From that directory (through windows or command shell, v26) it can be run like any other SSU.exe . (It may help to double check the date/size of the file after the command is completed to ensure the SSU.exe that is pulled down to the distributed is the same one on the Main ICS., v26)
Couse Section Import (581921, v26)
Enhancement to the Section Import interface to allow previously deleted/disabled course requests to be either reimported or to be imported without changing the status back to 'enabled'.
The new option checkbox 'Import enables deleted/disabled requests' is in WPConsole within the parameters section for the 'Univ Section Import'. When checked, allows imported requests that match a previously deleted course request to be re-enabled again. When unchecked, imported requests will have no effect on previously deleted requests. The previous version would enable previously deleted/disabled requests without a choice.
Item Import (587349, v26)
When importing an item import file into Item Maintenance if the file contained punctuation of any kind this would be transferred into item maintenance as well. When the item was then saved, this caused an 'invalid character' error to occur. To prevent this from occurring all special characters - listed above - are now being stripped from the file when importing.
Instructor Format (544625, v26)
The request was created due to an issue with integrating with Verba Complete. There was an inconsistency with how the Instructor Name was being sent from Verba to TextReq, which caused the name to come back incorrectly to WinPRISM. The Integrations team has made a change in the TextReq packet to include the "full_name" field. This field contains the actual instructor name that WinPRISM originally sent up to TextReq.
Application Error Log (604423, v26)
The request was created to prevent WinPRISM from writing to the Windows Error Reporting logs when the application has crashed.
General Meters (627356, v27)
The General Meters Terminal ID now fits in WPConsole Parameters.
Deleting SQL Logins (621724, v27)
The request was created to ensure users are deleted from SQL – Security – Logins when they are deleted from WPAdmin User Security.
Changing Encryption Key (628741, v27)
The request was created to alter the changing of encryption passphrase and resetting of encryption seed in WPAdmin User Security. Previously, these operations were not updating the passphrase on the main server. This was introduced with the PCI changes for v26 and discovered in testing. The processes have been modified to correct the issue and now when encryption is changed/reset, the passphrase on the main server is updated with the change.
Centralized Logging (625256, v27)
The request was created to centralize the logging of certain events that take place in WinPRISM and WPAdmin related to User Security and information access. The local workstation that is running WinPRISM will now log the creation/deletion of users, the modification of users when "Super User" status is given, when users access credit card info in WinPRISM and WPAdmin and when the Module Access Audit and Credit Card Access Audit reports are run from User Security within Windows Event Viewer. The server's Windows Event Viewer will now log when invalid login attempts are made to WinPRISM/WPAdmin.
Web Packets (591402, v27)
Changed the 'backoffice_ship_code value in Order_Updates for web order packets to be a 'ship code ID' instead of the 'ship code description'.
Increase Logging (641129,641126,641143,658557 v27)
The request was created to add error log sources for the following applications during the WinPRISM v27 update:
CG3DBUsingObj
MSSQLServer
WinPRISM
WinPRISMAdmin
WinPRISMPOS
Once the installer or updater is completed, the above applications can be found in the event log registry settings and will log to the windows event log (WEV).
Also, the request was created to log specifically when Super User rights are granted and revoked for WinPRISM users in WPAdmin User Security. The following will be logged in the Windows Event Viewer – Application Logs under EventID 0:
User 'user' using acct 'winprism account' is REVOKING super user privileges for user 'winprism user'.
User 'user' using acct 'winprism account' is GRANTING super user privileges for user 'winprism user'.
Additionally, the request was created to enhance the current Windows Event Viewer logging capabilities for WinPRISM/ WPAdmin. Transaction number and computer name have been added to the logged information (along with user, date, time, etc.).
Also, the request was created to facilitate Windows Event Logging for certain actions performed within WinPRISM related to PCI/PA-DSS verification. When the following actions occur, they will be logged into the Windows Event Viewer (WEV), which can be exported with 3rd party software.
Below is the first set of PCI Logging tasks ordered by priority:
Export credit card access logs to WEV
Enter Mail Order, Ship Mail Order, Mail Order Refund/Exchange, POS Transaction Inquiry
Log all creation, deletion, modification of admin/super users.
WPAdmin User Security
Log all creation and elevating of user privileges.
WPAdmin User Security
Export admin/user modification logs to WEV
WPAdmin User Security
Log invalid login attempts
WinPRISM, WPAdmin, WPposReg
Log users who view the audit trail
WPAdmin User Security
Also, the request was created to log the elevation/de-elevation of Super User privileges in WPAdmin User Security. Although this logging had previously been implemented, it has been refined to work in a more efficient manner. The verbiage in the Event Viewer now includes the user performing the action of checking or un-checking the "Super User" flag on a user record.
Injection Vector Changes (641841, 637624, v27)
The request was created to modify the way the injection vectors are applied to encrypted values in the database. Before encryption happens, the random IV is converted to an ASCII string and back, which reduces the number of bits available. Any byte > 127 is converted to 63 (? character). Thus, ~8 of the 16 bytes in our random IVs are actually the value 63. To fix this, all usages of IVs have been changed to byte arrays and don't convert them to ASCII. Base64 encoding is still used for database storage.
Also, the request was created to modify the encryption logic used by WinPRISM.
While researching another issue, it was determined that we were using a pseudo random number generator to create encryption seeds and initialization vectors. We are now using a cryptographically strong random number generator.
PCI Changes (641125, 641121, 641120, 641145, 641138, 641139, 625968, 641119, 648615)
The request was created to correct three issues found in v26.5.2 during the initial phase of PA- DSS testing. The issues included an un-seen error that would stop the change passphrase process in WPAdmin User Security. This has been corrected and the change passphrase process runs without error. The second issue was an issue with encryption length causing the full download to error. This has been corrected and the full download completes without issue. The third fix included makes reports containing decrypted PCI information viewable through the user interface (for instance, credit card tender report).
Also, the request was created to modify the way sensitive data is stored on WinPRISM servers for PCI/PA-DSS compliance. The logic now adds a random IV to each encrypted value to enhance the strength of the encryption.
old format (1 string)
[encrypted value]
new format (1 string)
[IV fixed length][encrypted value]
Also, the request was created to randomize the salt value used in the encryption logic for PCI/PA-DSS standardization. The salt value is now created randomly and used when encrypting sensitive information to be stored in the database.
Additionally, the request was created to correct a few issues uncovered during testing of the implementation of encryption changes for PCI/PA-DSS. The following items were addressed in this ITG:
ThunderExport on full download - an error was being displayed in WPConsole during a full download. This error was not causing the full download to stop, but was just displaying. This has been corrected.
CID in transaction tender needs resized - a truncation error was being generated with processing a mail order containing a CID number. This has been corrected.
SP_ChangeConnection failed to convert Rental_history expdate on passphrase change CC expiration dates were being wiped away after changing the encryption passphrase. This has been corrected and rental history records now contain the expiration date after changing the passphrase Reset encryption module - the reset encryption seed hammer option in WPAdmin User Security was not being activated properly when encryption was broken. This has been corrected and it now properly allows the user to reset the encryption passphrase and data moving forward.
In addition, a request was created to correct two issues found with PCI/PA-DSS compliance. Previously, the NBC Utility was throwing an error when running due to the encryption logic, which changed the length of certain encrypted strings. When NBC Utility runs, the encryption seed is changed to strengthen encryption. The new lengths were causing padding errors to be given. Those encryption lengths were also causing problems with the XML Web Export and XML Web Import in WPConsole. After the encryption logic updates in v27.1.0, it was impossible to change the crypt keys for these services. This has been corrected so the crypt keys can be changed, and the XML Web Export and Import will function (provided the web encryption is the same) after the change. Additionally, the request was created to add a script to the "Change Encryption Passphrase" procedure in WPAdmin User Security. This script decrypts all PCI sensitive data, and re- encrypts the data using a salt value (random). This is not seen in the user interface and has no impact on the end-user.
Also, this request was created to modify encryption code to store the encryption passphrase for the PCI/PA-DSS audit. Previously, when the encryption passphrase was changed on a system, the encrypted cipher for the passphrase was not changed. The changes in this ITG implement code to change the encrypted cipher for the encryption passphrase when it is changed through WPAdmin User Security.
Additionally, the request was created to change the references to the word "Key" in WPAdmin > User Security >Hammer Options to "Passphrase". This is to comply with changes in the WinPRISM Implementation Guide for key storage. Previously, the Password dialog contained instructions and fields for users to change encryption "Keys". Since it is the Passphrase, not the key, being changed in this dialog, all references to "Key" have been changed to "Passphrase" for consistency and accuracy.
Enforce Password (621725, v27)
The request was created to automatically check the "Enforce Password Expiration" box in SQL- Security-Logins-Properties when a new user is added in WPAdmin. Due to PA-DSS compliance needs, it was determined that that users of the WinPRISM system would indeed have to be linked to the Windows security policies (group policy found in secpol.msc). Several more ITGs were created for this functionality, including 641131, 641132, 641134, 641135 and 641140.
Passphrase (641144, v27)
The request was created to alter the changing of encryption passphrase and resetting of encryption seed in WPAdmin User Security. Previously, these operations were not updating the passphrase on the main server. The processes have been modified to correct the issue and now when encryption is changed/reset, the passphrase on the main server is updated with the change.
Update Issues with Beta.key (645688, v27)
The request was created to correct a potential issue found during PCI/PA-DSS testing. If the v27.1+ update was attempted on a system where access is denied to delete the beta.key file from c:\data, a -1 would be set incorrectly as the SeedB value from WP_SeedReadBeta. This was causing problems decrypting credit card information after the update. This has been corrected so if this problem occurs, the previous SeedB value is set so information can be decrypted properly.
WPServer Configured Using Windows Authentication (641137, v27)
Code has been changed to allow WPServer to be configured using Windows Authentication when setting up in ODBC. This change will allow WPServer to work correctly when configured as Windows Authentication (for PCI compliance) or using SQL Server Authentication.
Change User Password (641140, v27)
The functionality was added to user security to allow a non-super user to change their password, after their initial password was updated by a super user. This change forces the user to update their login password to provide the needed audit trail for security. When a super user makes a change to the password of another user account (in user security), the next time that user logs into the system, the user will be automatically prompted to change the password for their account immediately. When the user logs in, the 'Change User Password' dialog will display with the message: 'Your password has been reset. Please provide a new password.' When the new password is entered and saved, the 'Password' dialog with the message 'Your password has been changed' displays and the user is allowed to login when reentering their credentials.
Password Expiration (641131, 641142, v27)
WinPRISM now has the ability to notify the user before their password expires, and give the option to change it prior to expiring. The newly added user message will display when the password is within 5 days of expiration, and will count down each additional day when the user enters the system until the password has expired. Prior to expiration, the user message should display as follows: 'Your WinPRISM password will expire in # days. Please click on the File menu and select the Change Password option to change your password. Thank you.'
Also, new functionality was added to WinPRISM to allow the user to change their password AFTER password expiration. When the user logs in if the password has expired the 'Change User Password' dialog displays with the message: 'Your password has expired. Please provide a new password.' A new password meeting the complexity rules can be entered and saved.
System-Level Object Logging (646681, 648614, v27)
The request was created to add an error message when opening WPPosReg, WPAdmin or WinPRISM when connecting to a server that does not have system-level object logging enabled. System-level object logging is part of the PA-DSS requirements, and should be turned on automatically by the v27. If the logging is not enabled, the message "Log error 106. Please contact support" appears. Selecting OK will allow the program to open. The message is intended for the user to contact support to make sure that the logging gets turned on for PCI- compliance purposes.
Also, the request was created to modify the system level object trace files created for PCI/PA- DSS compliance. The trace files have been modified to include the Host Name and Login Name for the logged actions. The Duration, Read and Write columns have been removed from the tracing. The NTUser column (previously existing) will only be filled in if the user is logged into SQL using Windows Authentication.
Data Encryption Change (641123, 641122, 648613, v27)
The request was created to modify the manner in which the data key encryption key is stored on a WinPRISM system. Previously, this was stored in the beta.key file under c:\data. This has been modified so the information is stored in the windows keystore, which cannot be accessed by the user.
Also, the request was created to modify the steps taken for data re-encryption during the v27 updater. Previously, old data was re-encrypted during the update process. The code has simply been moved from the update.exe to a SQL job, which takes place after the updater is completed. This will prevent the Passphrase from being changed in WinPRISM until the job is complete.
Changes that were made:
Moved the conversion of the encrypted data from the old method to the new method out of the update SSU exe. The update will just save record pointers to all data that needs to be converted in a table.
Created a Stored Procedure that does the conversion from the table written by the update process.
Created a SQL Agent Job that runs the stored procedure, and then after it has been successful, deletes itself. The new job will start one hour after the update has completed.
Make it so the pass phrase cannot be changed until all data is converted.
Stack Dumps (648608, v27)
The request was created to determine the cause of and fix if needed, intermittent SQL Stack Dumps noticed at several sites. The SQL Stack Dumps were all related to stored procedure WP_SeedReadBeta. The stored procedure has been modified to further prevent this issue.
Text Req Import (649640, v27)
The request was created to correct a defect in the Text Req import that was creating duplicate titles on a course request section under certain circumstances.
Audit Logging (642140, 652002, v27)
PA-DSS requires that the payment application must provide automated audit trails to reconstruct creation and deletion on system-level objects within or by the application. WinPRISM was updated to the following:
The system will implement a server side trace to log events. (NBC_Tace….)
Logging will be limited to system level objects within the SQL database.
The log files will be saved in the Prism_Backup directory (C:\prism_backup)
The log files will be kept in the Prism_backup directory for 7 days before being deleted. All of this criterion were accounted for and verified using both a super user (WPAdmin) and a non-super user login. Previously seen when logging in using a non-super user login a permissions error: 'you do not have permission to run SYS.Traces' would display. This also has been fixed.
Also, the request was created to correct an issue regarding SP_RemoveOldLogs which is a cleanup process to remove old trace files from a system that is setup for PCI Compliance. SP_RemoveOldLogs will remove any SQL Trace files in the present backup directory that have a modify date older than 2 days. These files are used to trace system-level object changes within the database
WPConsole – OOD (602565, v27)
The request was created to add the "OOD Export/Import" line to WPConsole during the v27 update. It is defaulted to OFF. There are parameters in the properties of the line for "OOD Export Import Path" (to be filled in by support/RnD) and OOD Import Format. The only supported Import Format at this time is Comma Delimited ASCII. There is also an Execute Time tab where the timing of the process may be set.
Track 2 Data (641833, v27)
The request was created to remove track 2 data from memory when using the WinPRISM and WPPOSReg payment applications. Track 2 data was successfully removed from memory files on physical register machines. Some track 2 data still exists due to third party and/or Microsoft memory management.
NOTE: Memory files on Register and ICS server are clear. Track 1 and 2 data present on POS Server for transactions where card is swiped through OPOS. This has been brought to the attention of the PCI/PA-DSS project team and further discussion concluded it was third-party software and Microsoft Memory Management causing the issue as Per Win RnD after discussion with QSA.
Disk Space Issue (641141, v27)
The request was created to log a warning message if the SSU.exe could not be copied into the database due to lack of disk space (to be pulled down to the distributed at a later time) during the WinPRISM database update process. Previously, a message would pop-up during the update process. The updater has been changed to remove the pop-up and simply log the message in the c:\data folder under the date.log file created during every database update.
OOD File (646680, v27)
Once an OOD output file has been successfully processed it's archived in the C: transport/OOD/archive directory. The file is then renamed in the archive directory so it has an appending timestamp for the date and time it was generated.
Partnership Balance Check (591367, v27)
The Partnership 1 balance check that is ran through WP Console each night will now display the number of the return that is out of balance, rather than just giving an error. The error will display in the syslog and in the corresponding email that is sent.
Copyright Change (666735, v27.2.6)
The request was created to update end year of the Copyright display and file version display in the WinPRISM/WPAdmin, and WPPosReg executables. Previously, the end year for the displayed Copyright years was 2014. The file versions will now also update (in the properties > details of the executables) with the proper build version numbers.
Centralized Logging (641115, v27.2.5)
The request was created to add the support of centralized logging for WinPRISM/WPAdmin. This is part of PCI/PA-DSS requirements (4.2). Several actions in WinPRISM/WPAdmin have been added to the Windows Event Viewer to track sensitive operations. The events are logged on the Workstation's WEV (with the exception of invalid login attempts, which are logged on the server's WEV). The loggable actions now include:
Viewing CC Numbers (with appropriate rights) in Rental Number Maintenance, Enter Mail Order, Ship Mail Order, Mail Order Refund/Exchange, POS Transaction Inquiry, AR POS Transaction Inquiry.
User Security: adding, deleting, modifying users and super users, Viewing the Module Access Audit Report, viewing the Credit Card Access Audit Report, adding user to group, removing user from group
Invalid login attempts
Group Security: adding, deleting, modifying groups
Code Site Logging (671423, v27)
Code site logging was added to rental maintenance, purchase order module and closing store reports.
License Key Generation (668380, v27.2.7)
The request was created to allow the NBC MakeCnf_G2.exe to create license keys for WinText v27. This functionality has been added.
WPServer Running Slowly (654435, v1.8.1.21, v27.2.8)
The request was created to optimize the WPServer code (Thunder Import/Export) that was running slow in some situations, including large amounts of queued customer/AR updates. This code has been modified to eliminate some extraneous operations in hopes of keeping performance at an optimum level. The customer data exchange in Thunder Import/Export has been regression tested to ensure it is still performing acceptably.
Purolator Changes (649622, v27.1.8)
The request was created to correct a defect in the Purolator Interface. The Purolator interface was receiving rows to import with an extra comma at the end when orders are shipped. This was causing excessive interface errors and the row didn't import. This has been corrected to throw a system log error when this happens for troubleshooting.

WPAdmin – User Security - 112

Greyed Out Options (533764, v26)
There was an issue with user security in WPAdmin where in some cases various users save and delete buttons on the main tool bar were greyed out. This issue has been corrected.
Audit Log – Item and Inventory Maintenance
An enhancement was made to add an Audit Log for Item Maintenance and Inventory Maintenance, tracking changes made to Textbooks, Tradebooks, GM Items, and Packages, excluding the grid detail. IN addition, tracking has been added for tracking changes to Tenders in WPAdmin.
In WPAdmin /User Security, there is a report named Module Edit Audit which creates a report showing the name of the Field changed, Date/Time of Change, Value Prior to Change, Value After Change, and User. In WPAdmin/General System Parameters, there is a field, "Enable Module Edit Auditing", which needs to be checked in order for the data to be captured. There is also a field, "Days to keep Module Edit Auditing", allowing a value to be entered which determines how long the data will be retained. A field was also created in Purge Parameters, "Number of days to keep Module Access History Audit", allowing a value to be entered which determines how much data can be purged off.
Module Edit Audit (573848, v26)
An enhancement was requested to create a new report in WPAdmin for User Security named Module Edit Audit. An audit log will show changes made to the following modules: Item Maintenance; Inventory Maintenance; and Tender Codes. The report reflects the Date/Time the change was made, the value of the field prior to the change, the value of the field after the change, the user account associated with the change. The report will have the following parameters: Module; Date Range; and User.
Addition to Audit Log (582197, v26)
An enhancement was made to add two new columns: SKU/Description (sku or tender description, v26) and Location to the Module Edit Audit Report in WPAdmin User Security. These fields will now be included when there are changes made to Item Maintenance; Item Inventory; and POS Tenders.
Deletion of Users (621727, v27)
The request was created to correct an issue in the Thunder Import/Export service that was not deleting users from the distributed database after they were deleted from WPAdmin User Security. This has been corrected so if a user that is also a cashier (and thus on the distributed db) is deleted, then the record will be deleted from the distributed db during the Thunder Import/Export (a full download will also do this).
Disabled Users Not Disabling SQL User (621726, v27)
The request was created to correct an issue when disabling users in WPAdmin User Security. Previously, if a user was disabled by marking the checkbox for "Disabled", the login security in SQL would not update and would remain at "Enabled". This has been corrected so when a user is disabled in WPAdmin User Security, the login security for the user in SQL is also set to "Disabled" (SQL Server Management Studio – Security – Logins – Properties – Status).
NOTE: If the disabled checkbox is checked in User Security, it will require a full download for the change to flow to the user properties in SQL of the distributed server.
Changes to User Security (641134, v27)
The functionality was added to WPAdmin and WinPRISM that will allow the user to change their passwords via the FILE menu option called 'Change Password', rather than only when prompted due to password expiration. This feature will allow the user to change their password prior to password expiration and even after password expiration.
When the change password option is selected, it displays a dialog called 'Change User Password'. This dialog contains four fields which are based on the normal Windows functionality for changing the password. The four fields include: User Name, current password, new password, and confirm password. The user name is auto-populated with the current logged in user. This field is Not editable.
The current password field requires the user to provide the password of the current user in order to change the password. If the user does not enter the current password correctly, the following message will display and not allow the user to change the password. 'Login attempt failed. Please try again, or contact your network administrator for assistance.'
The new password field allows the user to provide their new password and must follow the password complexity rules: must be of specific number of characters, specified under the password complexity rules set in secpol.msc (group security policy) (usually 10-14), alpha-numeric, upper/lower case, with possible special characters.
The Confirm password field is just that - it confirms the original new password just entered, and must match exactly or the following error message displays:'Passwords do not match. Please try again.'
Once the user has successfully entered the information into all fields, the password for the specific user account will be updated.
Password Complexity (641132, 625257, v27)
New user text was added to display if the user did not enter/create a password with the correct complexity requirements, based on their stores security restrictions. Passwords should have Complexity requirements of: Length of 10+ characters, containing at least three of the following four characteristics:
An uppercase character (A-Z).
A lowercase character (a-z).
A digit (0-9).
One of the non-alphanumeric characters, such as a space, _, @, *, ^, %, ! $, #, or &.
Cannot contain the name of the account.
The message that displays if the criteria are not met is as follows: "The password you have entered does not meet the complexity requirements as defined in your group security policy. If this problem persists, please contact your network administrator for guidelines on creating your password. Thank you."
Locked User (641136)
The request was created to add a new flag and functionality to WPAdmin User Security. The new flag is called "Locked" and displays in the header just above the username and password fields. This new flag is a checkbox directly beside "Super User" and "Disabled". This flag is read-only and is correlated directly to the "Login is locked out" field in SQL - Security - Logins - Properties - Status. If the field is checked in SQL, it will be checked in WPAdmin. On a fifth unsuccessful login attempt, the field will automatically by set in SQL, and thus, WPAdmin. The functionality added in this request allows a WinPRISM Super User to uncheck the flag in WPAdmin User Security if a user has become locked out.
NOTE: Once the user record is unlocked, the record set is returned to the first record. The account in question remains in an unlocked status after the action is taken by the Super User.
Modify Locked User Functionality (666734, v27.2.8)
The request was created to modify functionality for unlocking users in regards to PCI compliance for WinPRISM v27. When unlocking a user, updates were being sent to the distributed servers that were not needed. This has been corrected, so when a user is locked out - for too many invalid login attempts - from WinPRISM, they are still able to login to WPPosReg while their password is updated by an admin user. Previously, this was flowing to the distributed box, thus creating a loop where the user must change passwords multiple times after being unlocked.
Logging of Disabled Users (658556)
The request was created to add the disabling/enabling of users in WPAdmin User Security to the Windows Event Log. When the "Disable" flag is checked/unchecked on a user record, the following is logged to the WEV on the workstation where the disabling/enabling took place:
User QAC5MARS\Administrator using acct wpadmin is DISABLING user account: QAC5
User QAC5MARS\Administrator using acct wpadmin is ENABLING user account: QAC5
New User Password Change (662240, v27.2.4)
Prompt for new user to change password when first logging into WinPRISM after being added by a super user. The change password prompt also displays when an existing user's password has been changed by a super user.
Password Error (662237, v27.2.5)
A syntax error was occurring when changing passwords after a super user reset. This issue has now been resolved.
Location Addition (662229, v27.2.5)
In WPAdmin in User Security when a location is added to a login, that action is now logged to the Windows Event Viewer. The message should start with the user login that added the location, and then the login it was added to it a description of what rights and what location were added.
Password Changes (658553, v27.2.5)
A new user message was added to display when the user password is changed prior to 24 hours after the user is created and the initial new user password change was made. The message is: 'The password for the user is too recent to change'. This message however will NOT display if the user has been prompted to 'change password' after the new user is created or when the user password has been reset by admin (super user). This prompt prevents multiple password changes within a 24hr period.
Disabled User (663856, v27.2.5)
The request was created to ensure the "Disabled" flag flows to the distributed database when users are disabled in WPAdmin User security. Anytime a user is "Disabled" by an admin user, that status flows to the distributed server. The same applies to when a user is enabled (the disabled checkbox is unchecked).
Security Changes (660333, v27.2.6)
The request was created to add changes within WPAdmin Group Security to the Windows Event Viewer (WEV). When additions, deletions and modifications occur within Group Security, it is now logged in the Windows Event Viewer under "Windows Logs > Application". The format for the logging verbiage is laid out in a before and after style. For example, in the below scenario, the Report "Mode" was added to the group, which had no mode before:
User: 'wpadmin' has changed the following group: Group: LOGGING TEST POS
Module - All Modules Under Register Type: ALL
Users Associated: Modes Before Change:
Module/Category has no modes.
Modes After Change: Reports
Types Before Change:
Module/Category has no types.
Types After Change:
Module/Category has no types.
For each "Mode" and "Type" per subsystem and module that is changed, the WEV log shows what was present before and after.
ET Error on Password (666732, v27)
The request was created to correct a non-user friendly error message being displayed when a password given to a new user does not meet complexity requirements. Previously, a .NET error was being displayed. This has been replaced by a user-friendly message stating the password does not meet complexity requirements.
Single Quote in Password (668386, v27)
The request was created to correct an error being thrown when attempting to assign a user a password containing an apostrophe in the User Security "Add User" dialog. An 'Incorrect Syntax" error was being displayed, but has now been replaced with a message stating "Invalid password. Please do not use single quotes (') in your password".
Force Change Password (668388, v27.2.7)
The request was created to ensure the "User Must Change Password" flag flows to a distributed database once a WinPRISM user is added as a cashier. When a WinPRISM user is created in WPAdmin User Security, the admin creating the user must assign a password. The first time that user logs into WinPRISM/WPAdmin, they are prompted to change the password to a personal password. The same principal applies to the register application setup on a distributed server. Once an admin added a cashier in WPAdmin POS Cashiers, they must assign a generic password to the user. The first time that user logs into WPPOSReg, they must change the password. The changes in this ITG ensure the setting that dictates the user must change passwords when logging in (as dictated by SQL) flows to distributed servers when adding cashiers.
Password Changes (669796, v27.2.8)
The request was created to correct several defects in the new add password logic added to WPAdmin - POS - Cashiers for PCI Compliance purposes. A dialog containing "Password" and "Confirm Password" has been added to this module, and must be filled in after registers are added to a cashier record. The implementation of this dialog had issues that were fixed in this ITG. First, if multiple registers were added to the cashier record, no dialog would appear. This has been corrected so if a single register or multiple registers are added to a cashier record, the dialog will appear. Second, the dialog would disappear, but still allow the registers to be added to the cashier record if the "cancel" button was selected. This has been corrected so if the "cancel" button in selected on the password dialog, then registers will not be added to the cashier record. Finally, a stored procedure was missing and displayed an error when deleting registers from the cashier record. This has been corrected by moving the stored procedure to the right place, and no error is thrown when deleting registers from a cashier record.
Message for Password Reset (673081, v27.3.0)
The user message 'password has been reset' not displaying when resetting a user password who is not linked to a register login. This issue has now been resolved.

WPAdmin – General System Parameters - 121

Email Notifications for Pubnet (529074, v26)
In WPAdmin, General System Parameters, there is an option controlling email notifications for Pubnet-Enable Notification Email, there is also an associated email address parameter called Pubnet-EDI Administrator Email. It was reported that emails were being sent out in error, and messages were being populated in WinPRISM Outgoing Message Maintenance that did not contain enough information regarding the message. A code change was done so that the messages in Outgoing messages generates a message with information and emails will only populate when the email notification value is checked and a valid email address is entered in General System Parameters.
First Fiscal Month (591416, v27)
In WPAdmin, System Parameters when the 'First Fiscal Month' was set to 1 the fiscal period/year being attached in ICS to posted items was incorrect after period 1. The issue has been corrected and was tested onsite at Iowa Book.
NBCUtility (591370, v27)
A new enhancement was created in System Parameters which allows the NBCUtility to execute at times other than midnight. The format for the transmit time is HH:MM:SS. If the time is formatted incorrectly, the transmit time will default to the standard default time of midnight. For this time to take effect, the NBCUtility must be restarted or WPServer must be recycled.
Error in POS Genera Parameters ( 674738, v27.3.1)
The request was created to correct an error being displayed when WPAdmin 328 POS General Parameters was accessed. This error was caused by some code that was missing from the build process for the addition of the "Scale Unit of Measure" parameter that was added to this screen. The message, "Attempt to scroll past end or before beginning of data" is no longer appearing when accessing this module.

WPAdmin Tier Maintenance - 233

Membership Purging (544547, v26)
In Memberships, when a membership tier is purged the process has been corrected so it will not delete all membership adjustments. Prior to this change all of the membership adjustments were removed from the file.

WPAdmin Miscellaneous

Deleting Components (533750, v26)
When deleting a component value from the School Information tab in WPAdmin a message would appear "Component value is in use and cannot be deleted", even when it was not in use. Then the message 'Attempt to scroll past end or before beginning of data' displays. Also, the component type was allowed to be deleted even when there was a component value associated with it. These issues have been fixed.
Purge Error (555940, v26)
In Purge Parameters when running a purge of Stock Ledger, reversal records connected to Invoices, Freight Invoices, Credit Memo's, Credit Discrepancies, Credit Returns, and Wholesales Sales would generate the following error: Cannot delete because stock ledger reversal records exist. A code change was done so the Stock Ledger Reversal records will now be successfully purged. An error message no longer is generated.
Purge Delay (560740, v26)
An issue was reported that the ICS Purge process was taking a long time to complete specifically Purchase Orders. A code change was made to Purge Parameters which has improved the purge process time.
Purge Error (575537, v26)
The purge process was modified to correct an issue with mail orders and the catalog sales header update trigger. Prior to this correction, the purge process would give a 'Cannot convert to varchar' error.
Purge Report (577810, v26)
A new enhancement was made for a new report in Purge Parameters labeled Purge Report. The parameters include a Date Range and a check box to Include Details. If the Include Details box is unchecked, the report will not include details and will only list totals. If checked, the report will include the following details – Document/Record Type; Document Number/SKU; Record Date; Last Activity; Date Purged; and Records Purged. The default will be unchecked.
Copy and Paste Enabled (591365, v27)
At the Department/Class/Category screen in WPAdmin on the GL Codes tab, general ledger account codes can now be copied and pasted into the screen. In addition, several other changes have made the grid more user friendly:
The copy and paste options are now available via [Ctrl]-C and [Ctrl]-V
User can copy one code via [Ctrl]-C, then paste it in another via [Ctrl]-V
Entering an invalid code, doesn't remove the code, but leaves the current cell where it's at, and leaves the same (invalid) code there, for the user to correct.
After entering an invalid code, the user can use arrow keys to navigate the cell and make corrections to the code.
Clicking on a cell now activates the cell immediately. Previously, you needed to enter a character to activate the cell.
Clicking on the text in a cell activates the cell and positions the cursor where the click occurred.
Clicking away from the text in a cell causes all the text in the cell to be selected, making it easy to copy ([Ctrl]-C) the cell's code. This also makes it handy to paste (replace the current code) with the code in the buffer.
Up and down arrow keys also work with these changes. Entering an invalid code and pressing the up or down arrow, validates the code, and if found invalid, the current cell isn't moved up or down, but stays in the cell until the code is corrected.
Enter key also can be used to validate the code.
Pressing [Esc] restores the previous contents of the cell, even after any error message about an invalid code.
POS Transaction Inquiry (591406, v27)
A new field called NBC Rental Rebate was added to the header of POS Transaction Inquiry and AR Transaction Inquiry. With the addition of this field, the Subtotal field will no longer include the NBC Rebate amount. The Subtotal field now contains just the cost of the items. In addition two new dictionary items called POSTransaction_Hdr_NBCRentalRebate and POSTransaction_Hdr_TotalMinusNBCRentalRebate were added to the 'POS Transaction Header' file. The POSTransaction_Hdr_NBCRentalRebate pulls data from the NBC Rental Rebate field. The POSTransaction_Hdr_TotalMinusNBCRentalRebate pulls data from the Subtotal field.
POS Help Files (641130, v27)
POS Help files have been implemented into WPAdmin. To access the help files, open WPAdmin > POS tab > open a module and press the F1 key.
Export and Imports (641127, v27, 360 v1.7)
The export of user passwords and import of transactions were not working. This has been fixed so that user passwords and transactions flow correctly from and to WinPRISM and PRISM360.
Trace File Deletion (658561)
The request was created to modify the length of time in which trace files are kept in the c:\prism_backup folder for PCI compliance. The changes in this ITG cut the length of time from 7 days to 2 days.
Error Log Changes (662234)
The request was created to add error log sources for the following applications during the WinPRISM v27 update/install:
CG3DBUsingObj
MSSQLServer
WinPRISM
WinPRISMAdmin
WinPRISMPOS
Once the installer or updater is completed, the above applications can be found in the event log registry settings and will log to the windows event log (WEV).
Strong Password Option Removed (666972)
'Use Strong Passwords' should not be an option within the software; it should always be set to 'On'. This parameter is no longer visible in the user interface.
Email Queue Service (668378, v27)
The request was created to correct an issue that was reported in WinPRISM v27 that was causing errors in the email queue service in WPConsole. If an SMTP mail server was setup to use username/password in the mail delivery service, an authentication error was thrown in WPConsole. Changes have been implemented to support username/password being used when SMTP servers are setup to require it. This requires no intervention by users and is all done internally in WPServer.

INTEGRATED ACCOUNTING

IAS Credit Memo Maintenance - 4003

Partnership Credit Memo (528522, v26)
The final return that is issued in the Partnership 1 program will now just display the actual amount that the return is for in the detail and header fields in Account Payable Credit Memo Maintenance. In ICS Resolve Credit Requests, the final return still shows the 'Previous Rebate' amounts, but in Credit Memo Maintenance, it will only show the amount of the final credit memo. In Version 24, this process was changed so the detail lines and the Credit Received field in the header displayed the accumulated or total amount of all NCDTRS and the final return. In version 24, the Credit Total and Credit Used fields displayed the actual amount of the final return. The change in version 25 was made to correct a problem in the AP Aging and Outstanding Credits reports showing the final return as not fully resolved.
Credit Memo Resolved by Vendor Check report (649631, v27)
The Credit Memo Resolved by Vendor Check Report located in Credit Memo Maintenance has been modified so if a credit memo has no credit memo number it will still be picked up on the report.

IAS AP Select Invoices for Payment - 4011

Mixing Currency Types (533752, v26)
It is no longer possible to mix currency types when creating a batch for payment in Accounts Payable Select Invoices for Payment. As of WinPRISM version 26, once the Check Sequence Series flag is set, only that currency type of invoices and credit memos can be added to the detail of the batch. Once detail items are added to the batch, the Check Sequence Series option will only display Check Sequence Series of that currency type. When invoices or credit memos are selected from the ellipsis button only vendors who have the same currency exchange id will be displayed in the selection dialog. Batches that existed prior to this version that contain mixed currency will receive a warning stopping the batch from being posted. If a manual entry is made to add an Invoice or Credit Memo of a different currency a warning is also displayed and the item is not added to the batch.
Use Check Sequence as Currency Exchange (533746, v26)
At AP Select Invoices for Payment, the batch creation, whether auto generated or manual entry, has been modified to use the check sequence as the currency exchange for the batch. After creating the batch header and prior to selecting hammer option auto-create batch or manually adding invoices and credits to create batch details, users will be allowed to use the check sequence ellipsis button to change the check sequence to any of the available sequences.
Once the detail records have been created, the check sequence ellipsis button will only display the check sequences which have the same currency exchange as the detail records already added. If a batch was created prior to loading the 26, update and mixed currency exists on the batch when the hammer is used to post it the message 'The currency exchange ID in some of the batch detail records do not match the Check Sequence Currency Exchange ID. All batch detail records must match the Check Sequence Currency Exchange.'
Invoices and Credits in a Single Month (591383, v27)
When ICS invoices with Fees or Credits are posted in one month, voided in the next and reposted in the following month, they are now posting to the correct GL Account Codes. All Fees and Credit amounts for prepaid or not prepaid invoices now hit the Accounts Payable GL Account Code. Stock Ledger is also being updated correctly. This includes both Prepaid and not prepaid invoices.

IAS AR Customer Maintenance - 4101

Attaching the AR Account for Partnership 2 (544668, v26)
Partnership 2 has been corrected and will no longer attach the AR account code NBC_Rebate001 in AR Customer Maintenance to all customers that rent a Partnership 2 title rental book. Previously customers using AR as the tender or guaranteed tender to tender the transaction would have the NBC_Rebate001 account code attached which was incorrect. The NBC Rebate001 account code should only be attached to the NBC_Rebate001 customer ID.
Customer Created at POS (533780, v26)
When a customer was created at the WinPOS register the customer was not found in AR Customer Maintenance unless the "Display AR Only" option within that module was unchecked. This has been fixed so that customers created at the register displays correctly in AR Customer Maintenance without the need to uncheck the "Display AR Only" option.
Customer Account Report Change (533785, v26)
The Customer/Account Report located on the Reports menu at Customer Maintenance was changed to use Customer ID rather than Customer Code as a sort parameter and as a column header. This change was made in order to standardize sort parameters and column headers within the system.
AR Activity Report Reworked (555949, v26, 643756, V27)
The AR Activity Report located on the Reports menu at Transaction Inquiry has been corrected to print any data that is in the First and Last Name fields at Customer Maintenance, rather than leave name field blank on the report.
Importing AR Customer File (602580, v27)
When importing a new AR Customer file into WinPRISM, the comment field was getting overwritten and blanked out – deleting important customer notes. This has now been corrected.

IAS AR Transaction Inquiry - 4111

POS Customer Sales by Date (533732, v26)
A new report called PRISM POS Customer Sales by Date report has been added to AR Transaction Inquiry. This version of the report will display PRISM POS AR transactions along with WinPRISM Mail Order transactions. The existing version of the Customer Sales by date report would not report PRISM POS Transactions after the WinPRISM version 22 release. The format of the report is the same. The new report pulls data from tables that are only populated by PRISM POS and not by WinPRISM POS.
Report Missing Data (566123, v26)
The AR Activity Report located on the Reports menu at AR Transaction Inquiry has been modified and will now include transactions where the account is set to 'Invoice in Receivables' or 'To be Generated' (autogenned, v26). The report can be run by AR Period or for a Date Range.
Reverse a Payment in a Closed Period (591377, v27)
Starting in version 27.0.0, users will no longer be able to reverse a payment or adjustment in a closed AR period. Payments or Adjustments in an open AR period or future AR period can be reversed. If a Payment or Adjustment is not eligible to be reversed a message will appear stating, "Payments/Adjustments which have their AR Period in a Closed Period cannot be reversed."

IAS AR Invoice Inquiry - 4112

Using Arrow Keys (533762, v26)
A problem was corrected in AR Invoice Inquiry when using the arrow keys to move through transactions while accessing the tender tab the focus on screen would switch the information to the Detail of the transaction even though you were still on the tender tab. This problem had been corrected.
AR Invoice for Rental Books (572605, v26)
An AR Generated Invoice containing rental book that used the same account as the tender and the Guaranteed Tender has been corrected so the invoice generates for the correct amount.
Prior to this correction, some Generated Invoices were being created for a zero amount.
F9 Quick Menu (643753, v27.1.4)
In Accounts Receivable, the F9 Quick Menu Applied Payments report has been changed so it now shows a running total instead of zero for the account balance.

IAS Purge Applied Payments - 4154

Purge Process and Gift Certificate Sales (533770, v26)
The AR Purge Applied Payments process has been corrected and will now remove Gift Certificate Sales Invoices during the purge. The Gift Certificate Invoices are listed on the purge report by store under the header of Invoices.
Invoices Paid Over Time (555923, v26)
The AP Purge has been changed to handle invoices and credit memos that are paid on multiple checks over a period of time. This change will also fix issues found with credit memos partially satisfied by vendor check and the rest applied as payment to an invoice in a different period.
Purge Financial Aid Report (602579, v27)
The Purge Financial Aid Report has been corrected. When the report generated no data the header 'Account' was misspelled and was being overwritten with the word 'Split Transaction'.

WPAdmin - AR Account Maintenance - 211

Remove Customer Account Record (544628, v26)
In Account Maintenance, the Set Customer Parameters option 'Remove Customer/Account Records has been enhanced so that it will not remove any open rental charges or guaranteed tenders. Prior to this correction the utility wouldn't remove all customer/account records for the account but would give and SQL error message and not complete the process.
Account Already Exists (533786, v26)
In Account Maintenance, when an account is added that already exists, instead of receiving an SQL message the system now responds with 'This account already exists'.
Merging Customers (544544, v26)
Certain limitations have been added to the Merge function located in Customer Maintenance for the NMRP program. NMRP Customers with 'Active Rentals' will not be allowed to be merged. An 'Active Rental' is any NMRP rental where the due date for the rental is not a month past. If the merge process is generated and the customer is an NMRP Active, the message 'Cannot merge an active NMRP Customer into another one' is presented on the screen.

IAS Miscellaneous

Account Period Default (533760, v26)
When a new installation is done for WinPRISM the accounting periods will now reflect current to future periods. The new install should provide date from three years previous to three years into the future. Previously the old install had become dated and was installing the accounting periods up to 2012.
Discount Amount Now Correct (533776, v26)
In Accounts Payable Check Maintenance MJ 4013 the correct amount now displays in the header and detail record of the check for the discount amount when a check is reprinted. A display issue was corrected when a check was reprinted the discount amount in the header record was being doubled. The printed check was always correct and this issue was only an on screen display issue.
AR Receipt Header Export File (591413, v27)
The standard AR Receipt Header export file has been corrected and now uses the transaction date instead of 01/01/1970 in the export file.
Remove Customer / Account Records (591381, v27)
In Account Maintenance, the Set Customer Parameters option 'Remove Customer/Account Records' was enhanced in version 26.00 so that it would not remove any open rental charges or guaranteed tenders. Prior to this latest correction the utility wouldn't remove all customer/account records for the account but would give an SQL error message and not complete the process. This issue was corrected in version 27.00 with the stored procedure to release cursor resources.
Void Must Occur in Current Period (591372, v27)
In Accounts Payable when an invoice, credit memo or check is voided the void period must now be set to either a current or future period. This will ensure that a voided item does not cause AP to be out of balance when reconciled. This change pertains to manual and inventory items.
Closing Year without Entries (591360, v27)
A WinPRISM location that does not have any income or expense entries for the year can now close the GL Year. When a location did not have income or expense entries no closing entries were being created when the Generate Closing Entries process was ran. Now a closing entry is created for these location(s) and the fiscal GL year will close successfully.
Non-Consolidated Prepaid Aging Report (533789, v26)
The AR Prepaid Aging Report MJ4132 can now be generated as non-consolidated by store. An issue was found that regardless of whether the 'consolidated' flag was checked or not the report always ran consolidated.
Exports Corrected (533778, v26)
A change was made to the stored procedure so that when AR and AP exports occur they can only be sent to databases named prism. This stops training or testing databases from sending information through a live interface.
G/L Date (544660, v26)
At Setup Recurring Journal Entries, a change was made that will allow you to set any calendar date within the period as the general ledger entry date. Prior to this change only a date of the 1st could be used.
Customer Balance Export (544659, v26)
The Customer Balance Export has been corrected and now runs regardless of how the flag 'Disallow Auto AR Export' in WPAdmin AR General Parameters is set. The key is to not schedule the interface and just generate it by clicking start.
Exclude Specific Account Codes (544571, v26)
An option has been added for the AR Receipt Export to the Account section to 'Exclude Accounts' in the WPAdmin Export option. This option will allow certain account codes to be excluded from sending transactions in the export file and from viewing them in the Preview Report.
Membership Program (544540, v26)
An issue was resolved in the Membership Program when using the 'Discounted Off Retail' with a 'fixed percent discount' not giving the same discount when the same item is purchased by two customers, one purchase being discounted within a tier, the other being split between tiers.
Gift Certificate Report (533771, v26)
The Gift Certificate Report located on the reports menu at Gift Certificate Sales was changed to use Customer ID rather than Customer Code as a sort parameter and as a column header.
This change was made in order to standardize sort parameters and column headers within the system.
GL Now Handles Voided Commission (555918, v26)
When a credit memo (usually generated by a wholesale sale, v26) has commission and is paid by vendor check and is then voided at AP Credit Memo Maintenance, the general ledger journal entry will now handle the voided commission portion of entry correctly. The voided journal entry will now consist of a credit to cash in the banks, a debit to return accruals and a debit to commission accruals.
Journal Entries Erroneously Made (555922, v26)
In Generate Recurring Entries, if the 'next date' is in a closed fiscal month of the current fiscal year or is in a prior fiscal year, the 'Do' column is NOT checked. An issue was found that even though the 'Do' column was not checked Journal Entries were being made for these items. This issue has been corrected and if the 'Do ' column is not checked no Journal Entry will be made for that specific Recurring Expense.
Bad Check Statements (533725, v26)
In WinPRISM AR Statements, users can now print statements for the account type Bad Checks. Bad Check statements are only available at the AR Statements option. Bad Check Statements can be printed by selecting the Bad Check type at the Statements screen and can be printed along with other statement types.
AP Check Register (555939, v26)
The Accounts Payable Check Register located at Check Maintenance on the Reports menu has been corrected and the Accounts Payable total has been changed, so it does not include invoice discount amounts.
Payments Report Corrected (576871, v26)
The Payments report located in the Payments module has been corrected. The issue with the 'Amount' column being reduced when a payment was allocated has been corrected. In addition the field header for the Total amount of the 'Amount' column has been changed from 'Payments Total' to 'Applied Total' to represent the purpose of the field. No changes were made to the Gift Certificate portion of the report.
AR Receipt Header Export (591413)
The standard AR Receipt Header export file has been corrected and now uses the transaction date instead of 01/01/1970 in the export file.
AP Changes (591392, v27)
Accounts Payable has had some enhancements done since the last version. Users will notice that the Invoice Maintenance hammer options have changed. The Approve/Hold option has been separated into two options of Approve or Hold. This change was done to facilitate the change of how Manual Invoices and Credit Memos are handled when not in current or future period. Manual Invoices and Credit Memos that are in a hold status not in the current AP period can now only be set to Approve or Voided. If Approve is selected, a message appears stating that "Invoice is assigned to a prior period. It may only be posted to a current or a future period. Prior period reconciliation will need to be re-generated after posting this invoice to the current or future period as the report totals will change. Click OK to accept OR Click Cancel." Inventory invoices and credit memos will not receive the message. However if they are in a prior period in a Hold or Approved status they will need to be Voided and reworked in ICS. Journal Entries will be made as they always have when a prior period invoice or credit memo is switched to a current period from a previous period.
Invoices and credit memos, whether Inventory or ICS, which are in a current period will be allowed to toggle between Hold and Approved as long as they remain in current or future period. This applies to manual and inventory invoices and credit memos.
A few users have experienced incorrect Journal Entries when canceling out or approving an invoice in Invoice Maintenance. This has been corrected.
In addition some users have reported a bug with the Expense Period Box in AP modules showing the first character of the representing month in addition to the Expense Period. This is not a bug but a display issue with how the PC fonts are sized in the Control Panel Fonts file and select option Change Font Size. If a font size larger than small is selected (i.e. medium or large), the expense period field will display part of the representing month.
Exclude Account Option (663855, v27.2.5)
The new selection box 'exclude accounts' was added inadvertently to all accounting modules with the 'account selection' box. It should only be displayed in the 'AR Export' dialog. It has been removed from other modules.
A/P Credit Export (668382,668379, v27)
The A/P Credit Export file was not being sent. The A/P Export that is set up to automatically send all invoices and credits by their create date to the Export service in WPConsole was sending invoices but not credits. Also the preview report and audit reports did not contain all credits. This issue has now been resolved.
A/P Export Creating Dummy Line Item (675520, v27.3.0)
There was an issue with AP Export when there was more than one location on a credit memo, the export would create a second dummy line with a blank cost. This issue has been resolved.

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