Important Changes

1. Digital items can now be automatically created. Support needs to enable this option for you, if you would like to begin using it. Please see the information at the end of this document for more information.

2. Digital shelf tags are now supported.

3. Instructor imports are now supported.

4. Merging instructors is now supported.

5. Price injections are now supported.

INVENTORY CONTROL

ICS Item Maintenance/Inventory Maintenance

Barcode Deletion (TFS2904)

When a non- super user tried to delete a barcode from item maintenance, it would produce an error and not update if it was not the first barcode in the list. This has been corrected.

ICS Mail/Web Order

Tax Exempt Option (TFS2486)

The tax exempt hammer option from Enter Mail Order was not functioning correctly like the same option in the Ship Mail Order module for Mail/Web orders. This has been corrected.

ICS Textbooks / Rentals

Requested Quantity Default to Estimated Enrollment (TFS2961)

Users have asked that when a title is being imported into the system, the requested qty should default to the estimated enrollment of the course request. Since not all users will want this behavior, it is controlled by a system parameter. The parameter name has been changed to 'Use Est Enrollment for Imported Course Titles'.

Update 0 SKU on Course Request (2940)

When resolving zero SKUs on course requests, when one zero SKU was resolved, it did not update the same title on any other course requests for the same term as expected. This has been corrected.

Inquiry Only Rights (TFS2303)

Prior to the fix, a user with 'Inquiry' rights only for the 'Textbooks' module in WinPRISM ICS could edit fields in Course Requests via the right-click 'Linked SKUs' in the detail, right-click enter a 'Problem Notification', and right-click enter a quantity for 'Add to PO' option. This has been resolved. No fields are editable with the exception of the Hammer options 'Order Decisions Configuration' and 'Order Decision Row Configuration'.

Changing ISBN (TFS2905)

Users now have the ability to change ISBN's for items that are rentals. However only if the following measures are true.

• The rental is not an NMRP or P2 book on a current period.

• There are no outstanding rentals for the book on the current period.

• The current date is after any current period's due date.

• The rental is not on a current period.

Shelf Tag Pricing (TFS2909)

By design, there should not be a prompt from the detail grid to mark tags as printed since you are only printing single titles.

• Single title printing: From the detail grid – select title – right click and print shelf tag – will display the print dialog but NOT update the print shelf tag check box on the course request.

• Multiple title printing: From the hammer options, select 'print shelf tags' – the 'print shelf tag' dialog will display – choose the course request to print from – the tag options – preview – then print. When printing the user message : 'Would you like to mark the selected tags as printed' – this marks the tags for this course to be flagged as printed, so the user can filter the next tag printing using the ' print only tags that have not yet been printed' checkbox. Then when new titles are added to the course request, at a later date – they don't have to be individually printed. When the course request is refreshed it will uncheck the 'print shelf tags?' checkbox in the header – since all current tags have already been printed.

Partnership Reconciliation (TFS2862 and TFS2859)

When running the Partnership reconciliation process from the hammer options in Rental number maintenance, store managed rentals were also displaying under the partnership session/period as well as the 'Rental Partnership v2 reconciliation' report. This has been corrected.

Digital Shelf Tags (TFS2310)

Several changes are included with this enhancement to the electronic shelf tags export:

• The WPConsole > Digital Shelf tag Export service > Properties > 'Shelf tag Export Last Run Date' is set to the current date each time the electronic shelf tag service is run in WPConsole.

• Price changes made in the Price Change module are included in the electronic shelf tag export file if the 'Digital Shelf tag Export Last Run Date' is set.

• A new 'Transmit Electronic Shelf Tags' checkbox has been added the header at both Term Maintenance and Department/Class/Category.

• At Term Maintenance, a single term can be checked to 'Transmit Electronic Shelf Tags'. When checked, the electronic shelf tag export file will include that term's course information. If a book is included in more than one course within the term, a single course is listed at random. If an additional term is checked for 'Transmit Electronic Shelf Tags', the user receives the message 'Term: '#######' is set to display digital tag information. Are you sure you want to display '#######' instead?'

• At Department/Class/Category, the user can limit the items included in the electronic shelf tag export file by specifying an individual store location (or 'All Locations',) and checking the 'Transmit Electronic Shelf Tags' checkbox for select Departments, Classes or Categories.

  • For the 'Transmit Electronic Shelf Tags' checkbox settings at Department/Class/Category to apply to the export file, the 'Digital Shelf Tag Export All Items' must be unchecked in WPConsole > Digital Shelf tag Export service > Properties > Configuration tab.

  • If the 'Transmit Electronic Shelf Tags' checkbox is not checked for any Department, Class or Category, then all items (GM, text& trade) are included in the export file regardless of whether the 'Digital Shelf tag Export All Items' is checked or unchecked in WPConsole > Digital Shelf tag Export service > Properties > Configuration tab.

  • A store location or 'Applies to All Locations' must be listed in the 'Location Records' box for a Department, Class or Category that has the 'Transmit Electronic Shelf Tags' checkbox checked.

  • If an individual store location is listed in the 'Location Records' box for a Department, Class or Category that has the 'Transmit Electronic Shelf Tags' checkbox checked, then the export file for that store is limited to only those items within the Department, Class or Category(s) checked for that individual location.

  • If a store location or 'Applies to All Locations' is listed in the 'Location Records' box, and the 'Transmit Electronic Shelf Tags' checkbox checked at any Department or Class level, then the Classes or Categories below that level should have no locations listed and the 'Transmit Electronic Shelf Tags' checkbox should not be checked. For example, if the user specifies 'Applies to All Locations' in the 'Location Records' box and checks the 'Transmit Electronic Shelf Tags' checkbox at the Department level (Department 30 Trade Books), then no locations should be specified and the 'Transmit Electronic Shelf Tags' checkbox should not be checked at the category and class level (3010 or 301000).

Instructor Import (TFS2137)

With this enhancement, an Instructor Import has been added to the 'WinPRISM Import/Export Interface'. With the interface, instructor records can be added or updated. The 'Instructor Import' section within the 'WinPRISM Import/Export Interface' must be checked, and the properties must be set. The instructors are imported utilizing the 'OldInstructorEmail' field. If the 'OldInstructorEmail' does not exist, then a record is added. If the 'OldInstructorEmail' does exist, then all other fields in the import line are updated in the instructor record.

Instructor Import

Imports header information into 'Instructors'.

Example:
VELUTUS VONCUSTOMER,106-019-2017,206-019 2017,SICVONCUSTOMER@MAILINATOR.COM,,0
Notes:

• The 'NewInstructorEmail' field can be left blank unless attempting to overwrite existing information.

• If either the 'InstructorPhone' or 'InstructorFax' fields are left blank, but the 'OldInstructorEmail' is populated with an existing instructor email, the 'InstructorPhone' and 'InstructorFax' fields will be blanked in 'Instructors'.

Merge Multiple Instructors (TFS2133)

With this enhancement, the user can merge multiple instructor records into one instructor record using the hammer option 'Merge Instructors'. Once completed, all references to the instructor records selected to merge (old instructors) is replaced with the merged instructor record (new instructor) and deleted.
The user first locates or creates the instructor record that is to be kept (into which other instructor records are to be merged.)

1.  

   1. Left-click the hammer and select 'Merge Instructors'

   2. A dialog box will appear titled 'Select Instructors to merge into 'Instructor Name'

   3. Using the <Shift> key, left-click highlight to select the instructors to merge

   4. Click <OK>

   5. A 'Confirm Instructor Merge' dialog appears

   6. Click <Yes> to continue or <No> to abort

   7. If <Yes> is selected, the merge process begins

   8. When completed, a 'Merge completed successfully' dialog appears

   9. Click <OK> to clear

Note: Only the <Shift> key can be used to select multiple instructors for merge. The <Ctrl> key cannot be used to select multiples.

Changes to Digital Content Creation

With this enhancement, a Digital Content Updater service has been added to WPConsole. This service will add digital textbooks and update retail prices for digital content. This features must be enabled by support. Please see the details at the end of this document for more information.

Digital Content (TFS1306, TFS3034)

With this enhancement, when a digital textbook is adopted as a new item from an imported textbook requisition using right-click 'Resolve SKU' functionality at Course Requests, the corresponding digital header record is auto-created at Digital Content with the digital adoption default instruction. Also, with this enhancement, when a digital textbook is adopted as a new item from an imported textbook requisition using right- click 'Resolve SKU' functionality at Course Requests, the textbook item record created at Item Maintenance will have the 'Discontinue' box checked on the used record. Also, the DCC of both the new and used records are set to the 'Digital Content Mass Adopt Default' DCC established in PrismCore Admin > Department/Class/Category. These features must be enabled by support.

Corrections for Digital Content Adoptions (TFS3138, TFS2046)

The following issues have been resolved:

1. Digital texts with a title longer than 75 characters will have the title abbreviated at the end to accommodate a 5-character w/space (DC) appendage when added by the Digital Content Updater service.

2. The digital used text record adds with the correct type of 2 (used).

3. The 'New Only' flag is checked when a digital text line is added to the course request detail.

4. Digital Content Updater service logs detail in WPConsole.

Additionally, prior to this fix, if the digital text record was previously auto-created with the Digital Content Updater service, that digital text was not added to course requests entered with the print text in the detail by successive executions of the Digital Content Updater service afterward. This has been resolved. The Digital Content Updater service will add the digital text to a course request with the corresponding print text in the detail regardless of whether the digital text record already exists.

ICS Miscellaneous

Instant Markdowns Slow (TFS2912)

Doing an instant markdown was taking over 15 minutes to complete for larger markdowns. This has been corrected.

Price Injection Ability Added (TFS2132, v28241)

A new feature has been added to PrismCore. We now have the ability to do a price injection to update Retail and Rental pricing for both new and used books. In order to do this, the store will first need to create a .csv file with the following fields:
StoreID Required
ThirteenDigitISBN Required
NewRetail Optional
UsedRetail Optional
NewRentalPrice Optional
UsedRentalPrice Optional
OverwriteAllTiers Optional
InjectionType Optional
Session Optional
Once the file is created, the user will access "Price Change" module, click the hammer option, and choose 'Inject Prices'. Select the saved CSV file with the price changes. A message will display that change was completed, and the user can confirm New, Used, item price and rental price updates.

Net Sales by Tax Code (TFS2974)

When an item had two different tax codes attached to it (city and state) tax would not calculate correctly on the Net Sales by Tax Code report. If the item had a very low price, the lowest tax code (city) would not charge tax so it would appear on the report under "no taxed item" section as well as the higher tax (state) section of the report. This caused totals to be off by that "no tax" entry. This has been corrected.

UPS Export (TFS2993)

The UPS export has spaces in the file, which may be causing issues for the consumer of the file. The spaces have been removed.

PrismCore Admin Changes

Purging Order Decisions (TFS2553)

Order decisions were not being deleted when the term was purged. This has been corrected.

Accounting Changes

Membership Account Balances (TFS2818)

Membership account balances were not exporting correctly. When an account was set to unlimited, the account was showing zero in the tables. This has been fixed so that the tables show "NULL" for an unlimited account.

POS Changes

POS Department Totals Report (TFS2952)

The POS Dept/class/cat report was not calculating "dollars off" column correctly. It would calculate from the original price, instead of the override price. This would cause the register totals report to not balance with the Dept/class/cat report. This has been corrected.

Membership Account Active Flag (TFS2799)

The Membership account active flag was being flipped when sent to PrismPOS. This has been fixed so that when the "Inactive" checkbox in Memberships is set, the account is Inactive. When unchecked the account is active.

Shift4 Access Token (TFS2376)

Systems using only P360 registers, Shift 4 access token was not being set in the WPServer/WPConsole because there is no need. However, it is needed for RNR's. Change made so if the POS parameter is blank and the access token is passed in the auth message on the rental transaction. Then set the POS parameter to the token sent in the auth message.

Discounts on Bundles (TFS1076)

Discounts on Bundles were not importing correctly into PrismCore and sales could not be posted. This has been fixed so that discounts on Bundles import correctly and sales can be posted without error.

Changes to Digital Content Creation - Concept

With this enhancement, a Digital Content Updater can be added to WPConsole. This service will automatically add digital textbooks and update retail prices for digital content. These features must be enabled by support. Please see the details below for more information.
The Digital Content Updater service will add eligible digital text records into PrismCore if the following conditions are met:

1. Courses are established in the 'Course Request' module, for an open term flagged to 'Export to Web' at 'Term Maintenance'.

2. Textbooks (Print ISBNs) are added to the detail of these course requests that have corresponding Digital ISBNs available (Web Manager > Textbooks > Digital Content > Available Titles.) These are added with a type of "Optional".

3. The term/courses are listed on the store website.

4. When 'Run Matched Adoptions' for the term in Web Manager > Textbooks > Digital Content > Matched Adoptions is run, if the Digital ISBN does not pre-exist in the system, and if there is a corresponding Print ISBN in the detail of a course request with matched adoptions listed in the Web Manager, and if the instructor is flagged for digital, the following will complete in the system when the Digital Content Updater process runs:

   1. A Digital item record is created at Item Maintenance with the digital default DCC and vendor and with (DC) at the end of the title, stock-on-hand is set to zero, and the used record flagged as discontinued.

   2. A header record is created at 'Digital Content' with the digital default instruction.

   3. The new digital textbook is added to the course request detail with zero 'Requested' quantity.

   4. The shelf tag flag is flipped to need printing on the course request.

5. If there is no binding type of 'Digital Content' the process will create a binding, and all newly created digital content items will be associated with that binding type.

Note: That if the instructor is not flagged for digital in the course request, no action is taken in the system. The digital textbooks must be added manually by the user in 'Course Requests' module. Additionally, please note that if digital adoptions have already been done manually for the current term, stores should wait to deploy this feature until their next term

Setup for Digital Content Updater Service

There is some initial setup required for the Digital Content Updater service.

1. The existing user name, password and site ID for Digital Book communication requires entry in WPConsole > Digital Content Updater > Properties. The execute time and email alerts tabs can also be populated.

2. A default DCC must be set for the auto-created digital item records. A 'Digital Content Mass Adopt Default' checkbox is included at Department/Class/Category in PrismCore Admin.

   1. Only one DCC at a time can be checked for 'Digital Content Mass Adopt Default'.

   2. If more than one DCC is checked for 'Digital Content Mass Adopt Default', the user will receive a warning dialog: DCC:'######' is the current Digital Content Mass Adoption default DCC. Are you sure you want to set '######' to default? If the user left-clicks < Yes>, the default DCC will change to the current record. If the user left-clicks <No>, the prior DCC will be retained as the default DCC.

3. A default digital content instruction must be set for the auto-created digital header records. A 'Digital Adoption' checkbox is included in the 'Digital Content Instructions' module.

   1. Only one instruction record at a time can be checked for 'Digital Adoption'.

   2. If more than one instruction record is checked for 'Digital Adoption', the user will receive a warning dialog: Digital Instruction: <Name> is the current Digital Instruction default. Are you sure you want to set <Name> to default? If the user left-clicks <Yes>, the default instruction will change to the current record. If the user left-clicks< No>, the prior instruction will be retained as the default.

4. A default vendor must be set for the auto-created digital item records. A 'Digital Content Mass Adopt Default' checkbox is included at Vendor Maintenance > Parameters tab.

   1. Only one vendor record at a time can be checked for 'Digital Content Mass Adopt Default'.

   2. If more than one vendor record is checked for 'Digital Content Mass Adopt Default', the user will receive a warning dialog: Vendor: <Name> <Code> is the current Digital Content Mass Adoption default Vendor. Are you sure you want to set <Name> <Code> to default? If the user left-clicks< Yes>, the default vendor will change to the current record. If the user left-clicks <No>, the prior vendor will be retained as the default.

5. Instructors can opt out of the process for auto-adding digital text records. An 'Allow Digital Content' checkbox is included in the 'Instructors' module.

   1. When an instructor record is added either manually or by an import service, the default setting for the 'Allow Digital Content' box is checked.

   2. If the 'Allow Digital Content' box is checked for the instructor, the 'Digital Content Updater' service will auto-add eligible digital books to the detail of course requests for which the instructor is set in the header at Course Requests.

   3. If the 'Allow Digital Content' box is unchecked for the instructor, the 'Digital Content Updater' service will not add eligible digital books to the detail of course requests for which the instructor is set in the header at Course Requests.

Price Changes with Digital Titles

The WPConsole Digital Content Updater service includes a process to update retail prices in PrismCore for existing digital item records. The runtime is hard-coded to run once a day at 5:00 a.m. local time. The Digital Content Updater service must successfully execute once for the price updates to be triggered.

1. New retail price at Item Maintenance is updated to match digital retail price

2. The shelf tag flag is flipped to need printing on the course request at Course Requests

3. Price changes are listed on the Price Change Report.

Please note the following:

1. Digital price changes are not currently listed on the Markup Report, despite being listed on the Price Change Report. This should not impact, because the stock of those digital titles should always be 0 or negative.

2. The 'User Name' field on the Price Change Report is blank (this should be the only blank user on the report).

3. If a Digital ISBN item is accessed at Inventory Maintenance, the retail price is altered by the textbook price rounding parameters established at PrismCore Admin> Store Information.

Digital Content Creation: Digital Course Import from Hero

In addition to the changes above, there has been another enhancement where, when a digital textbook is adopted as a new item from an imported textbook requisition using right-click 'Resolve SKU' functionality at Course Requests, the corresponding digital header record is auto-created at 'Digital Content' with the digital adoption default instruction.
NOTE: The user will need to manually change the DCC on the digital item record at 101 Item Maintenance to from the textbook DCC to the digital DCC, and check the used record as 'Discontinue'.