July 2023 Mosaic Release Notes

Application Updates from May 21 - June 27, 2023

Release to Production: July 5, 2023

Release Notes Statement

New functionality added to Mosaic is controlled by feature flags to ensure readiness prior to use in production environments. Throughout release notes the phrase “If enabled” is used to designate capabilities that may be turned on or off. Such options may be released for a limited audience or dependent upon additional updates. These options will still be referenced in release notes to make clients aware all new application capabilities. 

Transaction Search

Introduced the ability to utilize formulaic dates in Transaction Search, offering easier selection of established date ranges.

Formulaic date options include: Today, Yesterday, Previous 7 days, This month, Last month, Year-to-Date, Last year.
Custom date options have also been retained.

Added the ability to filter transactions by AR Account Name / Agency in the Transaction Search page. The page now displays only transactions associated with the selected account in a newly added dropdown filter. An account must be active to show in the filter. This filter allows for easy export of all transactions associated with an account.

Buyer’s Guide

Mosaic now includes an integration with the MBS buyer's guide, adding another option to the already-available Texas Book Company buyer’s guide. Currently, one guide can be utilized at a time.

Mosaic users can now import the MBS guide, search the guide, and add books using the Product Maintenance > Add Book > “Adopt From Buyer's Guide” option.

Stock Adjustment Report

Improved the Stock Adjustment report to provide more relevant and useful information for store managers. Rearranged data to prioritize important information and make it easier to audit changes. Added additional descriptors, such as Author/Title/Description and variant information, to the report details. Included the Stock on Hand (SOH) before and after the adjustment.

Receiving Document

The release introduces a PDF-based Receiving Document that allows shipping and receiving managers to efficiently and methodically track shipped quantities. The document includes key information such as the location, PO number, PO date, date printed, supplier, comments, received date, number of cartons, received by, invoice enclosed (Y/N), and bill of lading.

The grid section displays details such as OUT QTY (quantity to be received), ORD QTY (total ordered quantity), Description, a Note area under each description, and other product details.
The header appears only on the first page, while subsequent pages include standard page numbering and a date/time stamp at the bottom. If the OUT QTY reaches 0, the item is automatically removed from the report when exported again.
The document is invoked when editing POs and is only available for purchase orders in an OPEN status.

To access the Receiving Document, a single "Export" drop-down menu in the Edit Purchase Order screen has been included with a new option, "Export Receiving Document". Small changes were also made to the button and page to accommodate the enhancement.

Sales Events

Multiple small livability improvements were made to the Sales Events feature:

Added ability to use currency values including cents when the Discount Type is set to "Dollar"
Can now set the Discount Type and Amount before adding items to a Sales Event, preventing issues during the saving process.
Price overrides will no longer be erased when setting the Discount Type and Amount.
Improved labeling of expired Sales Events in the UI to accurately reflect the status.
The Start Date for a Sales Event now matches the day of the event, eliminating the need for users to set it a day prior.

Bug Fixes and Minor Enhancements

An issue causing a modified payment method on Web Orders to revert to the previous value upon save has been resolved. The system now correctly saves and maintains the selected payment method throughout the page and allows for processing payments against the chosen account.
Added the ability to mark customers inactive from the Customer import in Mosaic. Updated the customer import specifications to include an optional field called "IsActive" with values "Yes" or "No".
- If the "IsActive" field is set to "Yes", the customer profile's Active flag will be updated to active.
- If the "IsActive" field is set to "No", the customer profile's Active flag will be updated to inactive.
- If no value is provided for the "IsActive" field in the import, the default value will be "Yes"
Batch receiving logic on Purchase Orders is now consistent with the logic during manual entry. Fixed an issue with batch receiving logic where the Stock On Hand (SOH) was incorrectly updated by the Purchase unit amount instead of the Qty ordered amount.