August 2023 Mosaic Release Notes

Application Updates from June 21 - July 31, 2023

Release to Production: August 9, 2023 and July 19, 2023 (Hotfix)

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. 

Data Exchange

Available Data Exchange Jobs

Updated the initial list of Job Types on the “Add Data Exchange Job” screen to only include supported options.

Import Job Types include:
- Customers - Ability to import Customer including account numbers and contact data. Ability to set customer active/inactive.
- Customer AR Accounts - Ability to import customer AR account data, including account IDs, codes, actions, start/end dates, limits and balances
Export Job Types include:
- Transactions - Exports a summary of transaction data (see below)
- Transaction Details - Exports detailed transaction data (see below)
Exported CSV files will be delivered via the selected transport method to the location specified

Transaction Export Filters

The Transactions and Transactions Details export data filtering capabilities have been enhanced to support dynamic export content. This allows Mosaic users to export the data they need without constant alteration of the export job criteria.

These filters include:

Search Criteria - Shows all transaction data containing the specified search string
POS Device - Shows all transaction data from the specified POS device
Cashier - Shows all transaction data associated with the specified cashier
Transaction Type - Shows all transaction data matching the specified transaction type
Tender - Shows all transaction data associated with the specified tender
Date Range - Shows all transaction data associated with the specified date range (ie: “Yesterday” or “Previous 7 Days”)

Export Job Type: Transactions

Mosaic users can now create automated data exchange jobs exporting transaction summary data to external systems.

Upon successful execution of the Transactions export job, Mosaic will generate a CSV file containing:
- Transaction ID
- Customer details
- Account details (if applicable)
- Transaction Date
- POS device info
- Cashier data
- Tender Amount/Type
- Additional data prompts (if applicable)

Export Job Type: Transaction Details

Mosaic users can now create automated data exchange jobs exporting transaction detail data export to external systems.

Upon successful execution of the Transaction Details export job, Mosaic will generate a CSV file containing:
- Transaction ID
- Customer details
- Transaction Date
- POS device info
- Cashier data
- Tender Type
- Account details (if applicable)
- Line item product description details
- Line item price/discount/tax details
- Department charge data (if applicable)

Small Enhancements

Enhancements have been made to better encrypt Data Exchange job connection values.
Form validation has been added for FTP parameters to help ensure delivery
A spinner has been added on Save and Run Now buttons, preventing multiple jobs from being run on multiple clicks

Data Imports

Customer Import

Mosaic users are now able to mark customers active and inactive within Customer import data. This aligns Customers import behavior with the related data exchange job under the same name.

General Improvements

Several quality-of-life improvements have been made to the data import process in Mosaic:

Exception reports will now be directed to the data exchange job log
- This log will serve as a centralized location for accessing and reviewing import, export and all data exchange results.
The Mosaic import process now supports the handling of large files validated up to 150,000 entries.
To aid in large file import, a new button was introduced to "Import Without Parsing" which initiates the import process without parsing the selected file. With this option invoked:
- The import process will still generate an exception report for files with warnings or errors
- The import will be defaulted to an "Add and Update" operation.
To avoid conflicting import actions, the import page, the Import page will remain disabled until the import job is completed
- Users can continue to use Mosaic, confident they will be notified when the job has completed or failed.
Pressing "Run Now" on an import will now automatically save any changes you have made on the page prior to running.

Split Tenders

Resolved an error occurring in the CSV export when a transaction had multiple department charges used for payment.
Modified both Transaction Search exports (PDF and CSV) to include per-tender amounts, allowing for accurate tracking of split tenders.
- Columns identifying the Account Number and Agency Name have been added to the list of AR Charges used in the transaction
- Transactions with more than one tender will now generate multiple lines in the CSV export, one per payment type.
- In the PDF format, when there are multiple tenders in a transaction, charges will appear on separate lines under “Tender Name”, with charges summed by account at the end of the line

Reporting

Stock Adjustment Report - Columns for “SKU” and “DCC” have been added to the CSV export, allowing store managers to more easily identify and track individual products and their departments, classes, & categories.
POS Device Reconciliation Report - Resolved an issue where non-merchandise sales (ie: stamps, memberships) were not showing correctly on the report when a discount is applied.
- The discounted amount is now being shown on the report under the “Transaction Discounts Outside of DCC” label in the “Audits” section of the report.
Transaction date filters now display results correctly according to the dates entered in the selector.
- Fixed the Date Range filter on the Transaction Search page, which was functioning unexpectedly for some clients with regards to dates entered.

“No Price” Tag Type

For course materials, Mosaic users are now able to select a tag type template that does not feature a price.

When printing tags, select the Price Tag Type option that says “NO PRICE” to utilize this tag.

This is useful for stores who do not want to continually retag books with every price update.

Bug Fixes & Minor Issues

Products are now able to be added to the Course Request despite their previous status in the system.
- Resolved an error resulting from adding a product to a course list that occurred when the product has been adopted from a buyers guide, but hasn't yet been created in the system.
Open Purchase Order Products CSV export will now populate with all relevant Purchase Order data as expected. Fixed an issue where a blank CSV was being delivered for this export.

Hotfix (Released July 19th, 2023)

MBS Buy Guide

All fields in the MBS Buyer’s Guide import file now import accurately. A problem with buy guide pricing incorrectly importing into Mosaic was promptly identified and corrected.

Sales Events

Start and end date filters on Sales Events now display correct information according to the date in the field.
- Fixed a bug where sales event start & end dates were acting unpredictably depending on the users time-zone.
Performance improvements were made to Sales Events data processing, leading to noticeably faster load times in Mosaic when displaying events with large product volumes.