April 2024 Mosaic Release Notes
Application Updates from: Feb 23 - Mar 20, 2024
Release to Production: Apr 3, 2024
Release Notes Statement
New functionality added to Mosaic is controlled by feature flags to ensure readiness prior to use in production environments. Throughout release notes the phrase “If enabled” is used to designate capabilities that may be turned on or off. Such options may be released for a limited audience or dependent upon additional updates. These options will still be referenced in release notes to make clients aware all new application capabilities.
AR Account Management
AR Payments & Adjustments
Payments and Adjustments will now appear in the AR Account “Transactions” tab. Pertinent details are captured alongside register and web transactions to provide a comprehensive view of account activity. These details supplement previous details generated by PrismPOS and web order processing. Users may search, filter, and sort all transaction activity. Print and export options also now include payment and adjustment details.
Customer Accounts
Transaction Totals
When viewing transaction history under a customer profile, the total transaction amount for processed web orders now consistently matches the "Tender Total". Previously, the "Tender Total" excluded shipping fees that were visible when the user chose to “View” transaction details.
Account Number in Customer Search Results
When searching Customers, each customer’s Account Number is now present in the leftmost column of the search results. This helps differentiate customers who may have multiple entries based on different values imported or entered upon account creation.
Purchase Orders
Add Item to PO by Catalog Number
An item can now be added to a purchase order by typing in the catalog number associated with the item
Search a PO by Catalog Number
If user is trying to search for a PO with a given Catalog #, results will only show Purchase orders for the suppliers that are associated with that catalog #
For example, if Vendor A has an item with a catalog number of "XYZ" and Vendor B has that same Item with a catalog number of "123", when the user searches using "XYZ", only the purchase order for Vendor A will show in the search results
Web Orders
Web Order Reporting
The “Web Order Total” in the web orders search results list now accurately reflects a Completed web order’s Grand Total. Previously the web order search screen sometimes excluded captured Shipping & Handling fees.
Several column headers have been updated for clarity and efficient use of space.
Cancelled Items
When an item is cancelled from a web order, the "Cancelled" column value now equals the value that was cancelled while working the web order. Previously, this quantity was being doubled.
Variants on Packing List & Receipts
Variants now show on Web Packing Lists and Web Order Receipts, if they exist. This ensures these documents are consistent with the details on the product screen and allows for streamlined picking of products.
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