1

WinPRISM 20.9.0+ to

WinPRISM 21.1.2

RELEASE

DOCUMENTATION

March, 2011

2

Table of Contents Important Changes............................................................................................................................................................ 3

INTEGRATED ACCOUNTING...................................................................................................................................... 4

IAS General Ledger – 201, 213, 221, and 1091........................................................................................................... 4 IAS A/P Check Export – 208....................................................................................................................................... 4 IAS A/R Account Maintenance – 211 ......................................................................................................................... 4 IAS A/R Receipt Export - 2112................................................................................................................................... 4 IAS Invoice Maintenance – 4001 ................................................................................................................................ 5 IAS A/P Credit Memo Maintenance – 4003................................................................................................................ 5 IAS A/P Select Invoices For Payment ......................................................................................................................... 6 IAS A/P Check Maintenance – 4013 ........................................................................................................................... 6 IAS A/R Customer Maintenance – 4101 ..................................................................................................................... 6 IAS A/R Transaction Inquiry – 4111........................................................................................................................... 7 IAS Print Statements – 4152........................................................................................................................................ 7 IAS Membership Transaction Inquiry– 4311 .............................................................................................................. 8

INVENTORY CONTROL ............................................................................................................................................... 9

ICS Item Maintenance/Inventory Maintenance 101/102 ............................................................................................. 9 ICS Markdowns – 104............................................................................................................................................... 10 ICS Item Matrix Maintenance – 106 ......................................................................................................................... 11 ICS Rental Number Maintenance – 1012 .................................................................................................................. 12 ICS Course Requests – 112 ....................................................................................................................................... 18 ICS Order Decision Maintenance – 114 .................................................................................................................... 20 ICS Term Maintenance – 115.................................................................................................................................... 20 ICS Enrollment – 118 ................................................................................................................................................ 20 ICS Physical Inventory – 142 .................................................................................................................................... 21 ICS Manual Sales – 144 ............................................................................................................................................ 21 ICS Sales Events – 146.............................................................................................................................................. 22 ICS Catalog Maintenance – 151 ................................................................................................................................ 23 ICS Enter Mail Order – 152....................................................................................................................................... 25 ICS Ship Mail Orders – 153 ...................................................................................................................................... 28 ICS Customer Maintenance - 156.............................................................................................................................. 28 ICS Stock Ledger Reports – 171 ............................................................................................................................... 29 ICS Report Generator / Reports – 181....................................................................................................................... 29 ICS Proposed Purchase Orders – 201 ........................................................................................................................ 31 ICS Autogen Proposed Orders – 202......................................................................................................................... 32 ICS Incoming Message Maintenance - 204 ............................................................................................................... 33 ICS Session Setup – 213............................................................................................................................................ 34 ICS Buy Books – 215 ................................................................................................................................................ 35 ICS Enter Invoice Information– 311.......................................................................................................................... 38 ICS Proposed Return Entry– 321............................................................................................................................... 38 ICS Maintain Credit Requests – 323 ......................................................................................................................... 39 ICS Resolve Credit Requests – 324 ........................................................................................................................... 39 ICS Miscellaneous..................................................................................................................................................... 40 WPAdmin DCC – 103............................................................................................................................................... 41 WPAdmin – Database Connections 121.................................................................................................................... 42 WPAdmin – A/R Export 2112................................................................................................................................... 43 WPAdmin – General System Parameters 121 ........................................................................................................... 43 WPAdmin – Purge 122.............................................................................................................................................. 43 WPServer / WPConsole............................................................................................................................................. 44

POINT OF SALE............................................................................................................................................................ 45

POS Register / Transaction Improvements ................................................................................................................ 45 A/R Transactions.................................................................................................................................................. 45 Insert Printers ....................................................................................................................................................... 46 Miscellaneous....................................................................................................................................................... 46

POS WPAdmin.......................................................................................................................................................... 46 POS Miscellaneous.................................................................................................................................................... 47

3

Important Changes

Markdowns: The Markdown module has drastically been changed. Please see the document titled ‘Markdowns in WinPRISM 21’ for more information. Rentals and Buyback: Several changes have been made in terms of buyback and rentals. Please see the Buyback and Rental Number Maintenance sections for more information. A/R Interfaces: Any store using A/R imports or exports through WPConsole, using the PRISM format, may require changes. These interfaces were updated to newer coding standards, which are stricter on formatting. This change may require an adjustment to the format to meet the standards. You can verify if you are using the PRISM format by checking the setup of your imports and exports. To do that, open WPConsole, and locate your Import/Export line, and then right click the line, and choose ‘Properties’. If using the WinPRISM Import/Export Interface line, right click that line and choose ‘Properties’; then find the specific Import/Export line you are using, and click the ‘Properties’ button. Look at the A/R Import or A/R Export Format line. If this says PRISM, you are using the PRISM format. Please verify that your interfaces are working as soon as possible after loading this update. If you are using the PRISM format, and need more information prior to updating, please contact support.

4

INTEGRATED ACCOUNTING

IAS General Ledger – 201, 213, 221, and 1091 Income or Expense Bar Graph Issues (316160)

Previously, when creating the Income or Expense Bar Graph from Journal Entry Maintenance in General Ledger, the GL Account Code descriptions were, in some cases, overlapping one another. Also, the description GL Period was being overlapped by the actual GL Period. Now, the Income and Expense bar graphs have been corrected and the GL Account Code descriptions now print clearly rather than overlapping each other. The Income vs. Expense graph has also been corrected and the description GL Period is no longer overlapped by the actual GL period. On the Income, Expense and Income vs. Expense bar graphs the GL account code description has been limited to display only twelve characters to avoid the overlapping issue.

IAS A/P Check Export – 208 A/P Check Export (326219)

The A/P Check Export was not including manual invoices or credits, due to the fact that the A/P Export uses the Transfer Date instead of the Invoice Date or Create Date, and manual invoices do not have Transfer Dates. The A/P Export was changed to use the Transfer Date in the selection criteria, as long as it is valid, but if the Transfer Date is not valid, the Invoice Date and then the Create Dates are used for the selection criteria.

IAS A/R Account Maintenance – 211

256 Characters as Account Code (316159)

Previously, using a 256 character set when entering an account code caused errors when a new account code was entered. Code has been added to WinPRISM to fix this issue at Account Maintenance.

IAS A/R Receipt Export - 2112 Receipt Export (326445)

The A/R Receipt Detail Export was not transmitting information. The SQL job was stating “The process could not be created for step 1 of job… (reason: The system cannot find the file specified). The step failed.” The formats of the A/R Receipt Detail Exports have now been updated to process successfully.

5

IAS Invoice Maintenance – 4001 A/P Aging Report (330732)

The AP Aging (Summary and Detail) and Outstanding Invoices and Credits Reports have been corrected along with the direct check process. When a direct check was issued at Invoice Maintenance to pay an invoice, the invoice was still displaying on the two reports. The problem has been corrected and the AP Aging and Outstanding Invoices and Credits Reports no longer display invoices paid with a direct check.

IAS A/P Credit Memo Maintenance – 4003 A/P Credit Memo Register Report (317880)

On occasion, the A/P Credit Memo Register report in Credit Memo Maintenance has been corrected, and when generated, produces the expected report instead of an error. Previously, users were reporting occasion issues generating this report with the new Crystal Reports. NBC Rebate NCDTR (326215)

Throughout the NBC Rental Partnership period, the store is receiving payment for half of the rentals done per batch/month. Those payments are being recorded in the system as NBC rebate NCDTRs and once closed, the NBC rebate NCDTRs are moved to A/P as any other credit memo. Once the NBC rebate credit memo is posted for the full value, the posted NCDTRs cause reconciliation issues. Starting in WinPRISM 21, at the end of the NBC Rental Partnership period, at the point in time that the NBC rebate credit request is posted, all applied NBC rebate NCDTRs for that particular NBC Rental Partnership period will now be automatically voided in AP. It should be noted that any NBC rebate NCDTRs that are not properly closed and thus do not yet exist in AP at the time the NBC rebate credit request is posted cannot be auto voided and instead will need to be manually voided once pushed over to AP. Also, at the Resolve Credit Requests module, on the auto created NBC rebate credit memo, the pre-applied NCDTR rebate value that is displayed as a line on the Penalty/Postage tab is no longer editable. The line is marked as RESOLVED, Credit Received is set at $0.00 (the amount is applied in the header and does not need to be on the detail line), Credit Due reflects the received NCDTR rebate amount but the entire line is grayed out and inactive. Additionally, once the NBC rebate credit memo is posted and transferred to AP, the previously received rebate amount was being incorrectly reflected in the “Write Off” field in AP’s Credit Memo Maintenance. This has been corrected.

6

IAS A/P Select Invoices For Payment AP Reports Account for Currency Rounding (316163)

The Accounts Payable check process has been enhanced to correct the amount differences that can occur when a check is cut in base currency for a foreign vendor. Previously, the AP Aging and Outstanding Invoices and Credits Report would report invoices and credit memos as outstanding by pennies, even though the system considered them paid.

IAS A/P Check Maintenance – 4013 Auto-Generated A/R Invoice Issues (316170, 316178, 316247)

Previously, the tax indicator flag was not always displaying or printing for each item listed on an auto generated A/R invoice. This has been corrected. Also, when long item descriptions were included, the invoice item lines would print on top of each other on multiple page invoices. This has been corrected by shortening the amount of characters that will actually displaying the description field. Quick Search Options Added (316183)

In A/P Check Maintenance, it is now possible to search by credit memo and invoice number when doing a quick search. The new options are available on the quick search drop down menu. A/P Voucher Summary Report (316216)

The Accounts Payable Voucher Summary Report located on the Reports menu at Check Processing has been corrected and enhanced to more accurately display the dollar amounts used from the invoices and credit memos. Prior to this correction, the report was listing the amount paid or used incorrectly by listing the total amount of the invoice or credit memo each time it was used on a check. A new column, Invoice/Credit Memo Amount, was added to the report. It displays the original amount of the invoice or credit memo regardless of what has been paid. The next column has been renamed and is called the Applied Amount, this is the amount that was actually paid or applied from the invoice or credit memo.

IAS A/R Customer Maintenance – 4101 Altering Customer ID (316182)

In the WPAdmin > Accounting tab > Customer Maintenance module, when not set to "Display A/R Only" records, if a customer record without an A/R Account attached is located, the system allows the Customer ID field to be edited. The edit option has been disabled for the Customer ID field for all instances in the Customer Maintenance module in WPAdmin. The Customer ID field can no longer be edited by the user, no matter whether the customer has an A/R account or not.

7

Delete Customers (317886)

When customer/account records are deleted in Accounts Receivable Customer Maintenance, and when the delete records are sent to POS, they are now properly deleted from the system. Prior to this change, some stores encountered errors in WPCom because the records were not being deleted properly. Global Notes on A/R Customers (316154 and 316153)

The Global Notes function at WinPRISM A/R Customer Maintenance has been corrected. If a global note is entered for a customer, it will not attach to any other customer. Previously, attaching a global note to a customer could cause the note to be attached to multiple customers. Merge Customers (317885)

The Merge Customers function located in WinPRISM A/R Customer Maintenance as a hammer option, and also at WPAdmin > A/R Customer Maintenance as a hammer option, has been corrected and will now merge customers that have rental transactions. Prior to this change, an error occurred when an old customer was deleted during the merge, which caused the process to not complete.

IAS A/R Transaction Inquiry – 4111 A/R Daily Transaction Report (316167)

The A/R Daily Transaction Report in A/R Transaction Inquiry has been corrected, and is no longer showing erroneous Transaction Codes in the field. In a previous version, a correction was made to another area of the system that caused the report to display a 'PV' (post void) transaction code in front of valid transactions. The report has been modified so that it will only print the 'PV' transaction code if the transaction is a valid post-voided transaction. Additionally, prior to this change, the report would just print 'PV' if a transaction was post-voided. The report has been enhanced to show a post-voided item with the 'PV', but then show the type of transaction that was post voided. So, if a POS accounts receivable account sale is post-voided, users will see PV_AS listed in the Trans Code field.

IAS Print Statements – 4152 Aging and Payments Reports Incorrect (316217 and 316218)

Previously, there was a problem with the Accounts Receivable Unapplied Aging Report (in the Aging Reports module) and the Payments Reports (in the Payments module) reporting incorrectly, because the reports were looking at the date a payment was applied, instead of the date a payment was posted. This could cause a payment to be recorded in the wrong fiscal period, because the applied date was in a different period than the posted date. This has been corrected. Both of these reports now look at the date a payment was posted; not the date it was applied.

8

Error Generating Statements (316192 and 316213)

Users were experiencing issues at month end in the Print Statements modules in A/R, and in the Statements module, in that when running the Accounts Receivable Statements for both Customer and Account, the system would generate errors. This has been corrected. Received on Account / Daily Transaction / Gift Certificate Activity Reports (316191)

The Received on Account report printed from the Month End > Print Statements option has been changed so that when a gift certificate is used as a tender for a received on account (ROA) payment, it will list only the payment to the customer account under the customer name. It will not list another duplicate line for the gift certificate itself. Additionally, the Daily Transaction Report will now show the customer name and account, rather than the gift certificate number associated with the gift certificate used as payment. Finally, the Gift Certificate Activity Report will no longer include the customer/account received on account payment.

IAS Membership Transaction Inquiry– 4311 Membership Activity Tiered Report (316140)

The Membership Activity Tiered Report in the Membership > Transaction Inquiry module has been corrected, and is now including membership adjustments in addition to POS, mail order and web transactions. The membership adjustment affects the membership spent amount, just as other transactions do, so these should be included.

9

INVENTORY CONTROL

ICS Item Maintenance/Inventory Maintenance 101/102 13-digit ISBN and Rentals (316228)

The request was created to allow users to change from a 10-digit to 13-digit ISBN on books that are already present in Rental Number Maintenance. Previously, an error would appear. Now, the system will change the ISBN to reflect a 13-digit ISBN whether the book exists as a rental or not. Accounting Cost Recalculation

In a FIFO based system, if invoices are purged that are still included in the accounting cost calculation of an item, WinPRISM will now recalculate the accounting cost of that item as the sales month is closed, so the system no longer uses those purged invoices. The accounting cost for any new item activity (stock adjustments and such) will also be calculated using only existing invoices, and the purged invoices will again not be used. This modification does not impact Standard Retail, Gross Margin or Moving Average based systems, as none of these methods are as dependant on invoices. Although Moving Average is calculated using invoices, the current accounting cost is a stored figure that is not recalculated on a continuous basis like FIFO.

Art Instruction Locking (316146)

The request was created to split the locks on graphic components from the lock on art instructions. The art instructions are now locked for a given location only for the colors that are received at that location. Previously, the art instructions were locked for the entire style at the receiving location. Graphic components are locked the same way they were before: when a style based item is received at a given location. For unlocking individual items, the hammer option “Unlock Style Information” in WinPRISM Inventory Maintenance will unlock all graphic components and art instructions for an item.

Changing Item Secondary Vendor (316181)

There was an issue in the Purchase Order module in that when an item had two vendors assigned to it in the Inventory Maintenance module, and the vendors were switched, the catalog number from the first (original) vendor was staying with the item on the Purchase Order (PO), even after the vendors were switched around. This has been corrected. F9 (319495)

Previously, when users were continuously using F9 reports for a lengthy amount of time, the system could eventually shut down, due to a problem with clearing temp files. After the changes made by programming in regards to F9 reports clearing the appropriate temp files, the issue is no longer occurring.

F9 Report Slowness (328463)

10

The request was created due to an issue with several F9 reports which were loading slowly. The "Vendor Info", "Course History", "Course Requests", and "Guide Info" F9 reports were taking upwards of 15 seconds to display. The issue has been corrected.

F9 Report Changes (328495)

The WinPRISM>Sales History F9 Quick Report has been changed. Both Sales History F9 reports now include the Month, Purchases Quantity, Purchases Cost, Sales Quantity, Sales Retail, Sales Cost, Ending Inventory Quantity and Ending Inventory Cost columns. Each of these reports also includes the Location Totals/Fiscal Totals and Turns. Specifically, the Purchases Quantity, Purchases Cost, Ending Inventory Quantity and Ending Inventory Cost columns were the ones that had to be added to the WinPRISM version of the Sales History report. The Turns field was also added to the report in WinPRISM. Inventory Status (316199)

The request was created to provide an Inventory Status of Non-Autogen for GM items that should not be added to auto generated PO’s. When the Autogen PO process is run, GM items whose Inv Status (in the Inventory Maintenance module) is set to Non-Autogen will not be included on the PO or on the report. An Inv Status field has also been added to the header of WinPRISM Styles. If this status is changed, and if the adopted SKUs are updated using the hammer option ‘Create/Update Matrix’, the status changes for every SKU adopted into a location. The status in the Styles module also serves as the default status for any newly adopted SKUs from that style. The Inv Status is also available in the sales and item/inventory templates in Report Generator. ISBN Format (316246 and 316245 and 316185)

Customers reported receiving an ISBN Format error when attempting to enter an ISBN from prefix group 607 (Mexico), 93 (India), and 94 (Netherlands). The ISBN prefix group IDs 607 (Mexico), 93 (India), and 94 (Netherlands) have now been added to the tables allowing ISBNs beginning with "978607", "97893", and “97894” to be added to WinPRISM. Price Change Report (316224)

There was an issue with how the Inventory Maintenance>Price Change report sorted information when it was generated. This has been corrected, so that the report is sorted properly. Stock Adjustment Report (232756 and 328093)

The request was created to correct a multiple entry issue on the Stock Adjustment report from WinPRISM Item Maintenance. When the Stock Adjustment report was run for reason of SOLD, each item that was sold was duplicating on the report, and thus doubling the quantity and amount reported. This has been corrected and the items on the report are displayed as a single line with the correct dollar amount for all adjustment reasons.

ICS Markdowns – 104 New Markdown Functionality

11

The request was created to develop a new user interface for WinPRISM Markdowns that is similar to Sales Events. The Markdowns module contains new header fields for Name, Item Filter, Auto Gen, Location and Created Date. The module also now contains four tabs, with the final three tabs similar to Sales Events. For more information about the new markdown module, and new features of markdowns, please see the “Markdowns in WinPRISM 21” document. Nightly Markdown Job (317897)

The request provided a modification to the SQL nightly jobs that applies markdowns for the date that was scheduled in WinPRISM Markdowns. When the date of a scheduled markdown arrives, the WinPRISM nightly SQL job will apply the markdown, the applied field will be checked, and the status of the scheduled line will move from scheduled to open. For more information about the new markdown module, and new features of markdowns, please see the “Markdowns in WinPRISM 21” document. Scheduling Added (317896)

A Schedule tab has been added to the WinPRISM Markdowns module. The tab is the first of four tabs located within this module. When a markdown record is selected, the schedule tab will allow users to schedule markdowns or a series of markdowns either immediately or for future dates. The scheduling is done by adding lines to this tab. Each line that is added will be given certain specifications through the Price Modification dialog. These specifications include changing either the dollars off or percentage off (for the markdown) and the desired rounding method for items on the markdown. The hammer menu also contains an alternate way to schedule markdowns. In the Scheduling Configuration menu, markdown lines can be added to a template, which can be saved and then applied to any markdown in the system. For more information about the new markdown module, and new features of markdowns, please see the “Markdowns in WinPRISM 21” document.

ICS Item Matrix Maintenance – 106 Adding Multiple Matrices (316222)

A store reported that when entering multiple Item Matrices at once, after saving the first Item Matrix and adding a second one after entering in the Description, the module freezes up when trying to select the attributes on the second matrix. The issue is with the default item description not giving up focus. This has been changed to move focus to the appropriate fields. The user should now be able to add consecutive Item Matrix records without issues. Type Field for New Items (316177)

In the WinPRISM Item Matrix Maintenance module, when adding additional items with the Type field being the only attribute, the Type field on the new item was not being saved. The procedure has been changed to save all the appropriate values when adding a new item to the Item Matrix.

12

ICS Rental Number Maintenance – 1012 Active Box in Rental Maintenance (317908)

Previously, when a user unchecks the Active check box on a rental record in the Rental Maintenance module in WinPRISM and hits the F8 key to move to the next record, the change doesn’t always save to the record. This issue has been corrected.

Autogenerate Number (317883)

Previously, when users would right click under the detail tab in Rental Number Maintenance and choose auto generate XREF, the dialogue box would show the next ID number in the sequence correctly. However, when the user clicked OK to the autogeneration dialog, the ID number was different. This has been corrected so that the newly generated XREFs are now in sequence with what the dialog is showing.

Change Credit Card Information (330349)

Previously, when the user went to change the billing information for a rental to use a different Credit Card on the "History" tab in the Rental Number Maintenance module, the expiration date's month and year were being sent to the processor in the wrong order. The issue has been corrected. CID Reason (317900)

The request was written due to an issue with charging Credit Cards through Tender Retail when processing Not Return rentals from the "Rental Number Maintenance" module. The issue was occurring because the "CID Reason" was not being sent. The issue has been corrected.

Coop Periods (316275)

The request was created due to an issue with the way Return records queue NBC Rental Partnership Coop titles when dealing with returning items from a "previous" Rental Coop Period (the previous Rental Coop period has ended and the new Coop period has begun, but rentals are still being returned for the previous batch that belongs to the first Rental Coop period). The problem was that, in this scenario, if a rental item was returned for the current Coop period, it was added to the batch for the previous Coop period, rather than being added to a new or separate set of Credit Memo and Return records. The issue has been corrected.

Delete Rental Period (319501)

A rental period cannot be deleted from Rental Number Maintenance > Rental Configuration once items have been rented during that period. Periods can be deleted from a specific rental item record if and only if no transactions have been run against that period for that item. If the deletion of the rental period record with history is attempted, the following message will be displayed “The rental period has an associated rental detail and cannot be deleted”. Changes were also added to eliminate New Textbook only as a rental creation criterion. When adding rentals items, it will only be possible to be configured as New and Used or Used only. As rentals are returned to the store they are automatically transferred to Used, thus requiring the existence of the Used rental.

13

Email Queue Server (326227)

Previously, the WPServer "Email Queue" service was having issues when sending emails to Customers with a blank or NULL email address. Some customer's email addresses were blank or NULL, and when a rental item was refunded for that Customer, then the "Email Queue" service would fail with an error of " The parameter 'Address' cannot be an empty string. Parameter name: Address." The error messages will now give a more verbose reason for why the error occurred. The error will now include the name of the customer that is failing, as well.

14

F9 Rental Report Added (319493)

There was a request made to add rental information to the F9 reports. The ‘Item Information’ report was modified to include a "Rental Y/N" flag. A new ‘Rental Info’ report was also added. The new report displays a title of ‘Rental Detail’, then a header containing the ISBN, Author and Title. In the detail area of the report, columns displaying the location, period, rentals done and rentals outstanding are shown; they are separated by location. F9 Speed (328462)

The request was created due to an issue with several F9 reports which were loading slowly. The "Vendor Info", "Course History", "Course Requests", and "Guide Info" F9 reports were taking upwards of 15 seconds to display. The issue has been corrected. Location on Rental Return Report (328197)

The request was created to correctly display rental items that have been returned to a different location via buyback on the Rentals Returned report found in WinPRISM Rental Number Maintenance. The return method of buyback has been added to the report under the "Return Via" column and it displays as BUYBACK along with all the other information including SKU, Desc, ISBN, Rented At, Returned To, Period, XREF, QTY, NBC Rental, and Total.

NBC Partnership Batches (319499)

The request was created due to an issue with the way that NBC Partnership batch information was being sent to the Mainframe group. The Rebate check amount was being converted to Canadian currency however the Mainframe group was expecting a US dollar amount. Winprism has been changed to store the NBC Rebate price in US currency in the database. The dollar amounts displayed in the "Proposed Returns", "Maintain Credit Requests", and "Resolve Credit Requests" will all be displayed in US currency for NBC Partnership Rebate batches. NBC Partnership Report (328799)

The request was created due to an issue with the "NBC Partnership Rebate" report found in the "Rental Number Maintenance" module. An error would occur when launching the report. The issue has been corrected.

Possible Duplicates (317894 and 314282)

The Possible Rental Problems report found under the Reports menu of the Rental Number Maintenance module was still showing duplicate records for items that had been already corrected via a refund. The current code no longer allows duplication when renting new items, but for duplicates that were created prior to this code change, when the item is fixed via a refund, that item will no longer appear on the Possible Rental Problems report. Additionally, a new section called 'Rentals on Aborted Transactions' has been added to the 'Possible Rental Problems' report. The purpose of the "Rentals on Aborted Transactions" section of the report is to display those rentals that were part of an aborted

15

transaction and thus were not actually rented even though Rental Maintenance reflects them as such.

Printing Tags (316186)

There was an issue within the Rental Number Maintenance module on the Detail tab when choosing to Print Tags, in that both open and expired rental periods were being displayed in the resulting Find Rental Period box. This has been fixed, in that only open periods are displayed and available to print tags from. Printing Tags with No Rental Period (316215)

The request was made to add a message to indicate if no rental period was present on a rental item when printing tags. If no rental period is present on a rental item, the following message will appear when printing tags from WinPRISM Rental Number Maintenance > Detail Tab > Right Click > Print Tags: “There are no rental periods for the selected criteria”. If the “Find Rental Period” dialog is canceled prior to selecting a rental period, the printing of the tag is canceled and the user is taken back to the detail tab of Rental Number Maintenance. If the printing is canceled at any point, the “Tag Printed” flag remains unchecked.

Process Not Returned Billings (316255)

The request was created due to an issue with the "Process Not Returned Billings" hammer menu option in the "Rental Number Maintenance" module. When processing the credit cards with Shift4, there were instances where some data was not transmitted to Shift4, which resulted in the card not being charged. However, the rental History record would show as being "Billed". The issue has been corrected. Rebate Report (317903)

The request was created as an enhancement to the "NBC Partnership Rebate" report that is found in the "Rental Number Maintenance" module. The "NBC Period" was added to the report and the results are now grouped by the Title where applicable. The "NBC Period" was also added to the Report Parameters dialog with a dropdown list of existing NBC Periods.

Rental Agreements and Web (317876)

Line breaks resulting in double spaced lines within Rental Agreements in WinPRISM will now carry over to WebPRISM correctly. Often times, the store uses line breaks between paragraphs or numbered lists for their agreements, and this change allows these agreements to be formatted and displayed properly on WebPRISM.

Rental Email (324315)

When returning a rental via buy books or the POS register, as well as when reversing a rental made through mail order, if the store address was not set in WPAdmin > Inventory Control > Store Set Up > Store Information, the body of the email would be blank. This problem has been corrected in that now, all contact information and email information for both the store and the customer is verified prior to sending, so if one part is missing, such

16

as the store address, it will skip over it. As long as the sending and receiving email information is valid, the email will send correctly.

Rental Expense Report (317875)

There was a need for a Rental Expense report to be added to the Rental Number Maintenance module that would display the following information:

1. The report is to show total number of books rented by SKU for a given period or a given date range.

2. If the item was refunded, it should not show on this report as rented for the period. 3. If the item was returned, it should show on this report as rented. 4. This report should show all on one line so that it can be exported. 5. There should be an option to include returned items as part of the total rented or

not include returned as part of the total rented. 6. There should be the following sort options: Description, SKU, ISBN, and NBC. 7. There should be an option to separate NTX and UTX and total them separately.

The Rental Expense report is formatted as follows:

• The header area has the report title and period on the left side, and the date and time the report was generated on the right.

• The report separates textbooks and non-textbooks by default; separating New and Used textbooks can be set in the Report Parameters window.

• Totals for each divided section are given at the end of that section under the Extended columns as well as the Total Rental and Difference columns.

• The Report ID is in the lower left corner and the page number is given at the bottom-middle of each page.

Rental Messages (316221)

There was an issue in the Rental Number Maintenance module with the wording of the pop-up message that was displayed when any of the three right-click options were chosen on the History tab (Send Email Reminder, Process Replacement Charge and Close Rental). The old message for all three options was, "Close all not returned rental items. Do you wish to continue?". Now, the "Send Email Reminder" option produces the message "Do you want to send a reminder email to the customer(s) who have not returned the selected rental item(s)"? The "Process Replacement Charge" option produces the message, "Do you want to charge the customer(s) who have not returned the selected rental item(s)?" The "Close Rental" option produces the message "Do you want to close the selected rental item(s) that were not returned?".

Rental Not Returned – Expiration Date on Card (316271)

The request was made to modify the "Change Billing Information" logic, located within the WinPRISM Rental Number Maintenance history tab, when entering a new Credit Card expiration date. Previously, when the expiration date entered was after the due date of the rental period, an error message stating " Exp Date is before the rental due date" displayed. This message is to ensure that guaranteed tenders do not contain a date that may be expired at the time of closing the rental charges. However, since users modify guaranteed tender information after the rental due date for those cards that were rejected

17

during the "Rental Not Returned Billing" process, this message was appearing in error. Since many stores will modify guaranteed tender information after the rental due date, this logic has been changed to check the CC expiration date against the current date before allowing the user to move on, regardless of the due date of the rental (as long as the current date is after the rental due date and the expiration date of the new guaranteed tender is valid as of that day, it will be accepted).

NOTE: As per programming, this CC expiration date does not check against location of the rental periods configured within the same system.

Rental Not Returned – Store Closed (321995)

The request was created to prevent rental not returned transactions from being processed while the store is closed. Attempting to generate RNR transactions (via Process Not Returned Billings) while the store is closed now results in the following message: “Rental Transactions would be generated for a closed store. Store must be open to generate Rental Transactions.” Rentals and Tax (316270)

There was an issue within the Enter Mail Orders module with the Tax amount not changing in WinPRISM (to be the specific, rental tax set in Rental Number Maintenance>Rental Configuration>Configuration tab>POS section) despite there being a rental item with a custom tax rate present. The WebPOS order summary does not show the custom tax rate, and WinPRISM does not show it either, even if the Qty is adjusted within WinPRISM. This has now been fixed so that when the Qty is adjusted in WinPRISM, the custom rental tax rate is applied. Please note - the tax rate shifts to the specific rental tax ONLY when the web order is modified. If the web order is not edited the tax rate applied on WebPRISM carries throughout the order regardless of the rental. Also note, manually created mail orders use the tax rate specified in Rental Configuration right from the start. Rental Report (316235)

In the Rental Number Maintenance module in WinPRISM, the Rental Report does not have a sort option for Student ID. This option has been added. Rental Returns (316287)

When a used textbook is rented but then returned using the new SKU or the ISBN and selecting New, the customer was not being properly cleared on the WinPRISM ICS side, resulting in possible rental not returned charges against that customer. This has been changed so the customer will now be properly cleared regardless of how the rental return is entered by the cashier (New vs. Used), as long as the appropriate rental Xref/customer is selected. Rental Return Report (317872)

The request adds a new report to WinPRISM Rental Number Maintenance called Rentals Returned. The report can be found under the Reports menu. This report was created to detail which rental items have been rented from one location, and refunded/returned to another location. Please note that ALL refund/rentals are listed, even if only a single

18

location is involved. The report parameters include Period, Rented Location, Returned Location, Group By, From Date, To Date and Sort Order. Included in the report details are SKU, Description, ISBN, Rented Location, Returned Location, Period, XREF, QTY, NBC Rental (y/n) Return Via. Please note that the "Return Via" information currently only includes POS and Buyback - mail order is included as part of POS. This report also includes rental items that are refunded, not just returned.

Rental Return Report Xref (330840)

The request was created to list rental items' xrefs on the Rentals Returned report only once if the item was attached to multiple periods (including an NBC partnership) but was only rented / returned on one period. Previously, the NBC Partnership period was causing the xref to be listed twice on the report. This has been corrected.

Rental Transactions on PRISM POS (316239)

Code has been changed so that when a rental transaction is done on PRISM POS, WinPRISM not only uses the POS Code but also the Location ID to match up the incoming rental guaranteed tender so that another POS location's tender is not used accidentally. Search By ISBN (324248)

The request was created to add ISBN as a search criteria in WinPRISM Rental Number Maintenance. It is now the third option in the search criteria drop down menu behind Description and SKU. The ISBN search can be performed with or without the dashes of the ISBN present.

ICS Course Requests – 112 Disabled Course Requests Not Removed From Web (316198)

The request was created due to an issue with Winprism not removing disabled Course Requests from the web. There was an issue where a "DELETE" packet was not being sent for Course Requests after using the "Disable Course Request" hammer menu option for a Course Request in the "Course Requests" module. The issue has been resolved. Comment on Shelf Tag (316234)

If the Comment entered on a Course Request was longer than two lines, the Comments printed on the single title shelf tag ran into the Copyright. This has been corrected. ISBN Now on Shelf Tag (316233)

The ISBN has been added to the canned, single title shelf tag in between the Author and Title. Linked SKU (316204)

When attempting to link a SKU that already exists as a child to another SKU, an error message is now displayed upon clicking OK to complete the linking process that states: “An item cannot be linked if the parent item is linked as a child to another item.” Upon

19

clicking OK on the error box, the user is returned to Add Linked SKU window to either use a different SKU / ISBN, or close out and not link the items. Multi-Title Shelf Tag (316231)

A database connector error was being received when generating the Multi Title Shelf Tag. This issue has been corrected. New Only (316166)

When the “New Only” check box option was selected in the Course Request module, the shelf tag was printing with the used price on it. This has been corrected. Print Shelf Tag Flag

Previously, changes to a Course Request header were not correctly changing the shelf tag flag. Here is a list of changes that will now trigger a reprint of the tag with the "Do you want to print Shelf Tags" flag:

1. Any changes to a new or used retail or rental price. 2. The addition, subtraction or cancellation of a book. 3. A change to the request type. 4. A change to the section number, section ID, instructor or course or section

comment. Shelf Tag Issues (327809 and 326226)

When the Request Qty was being changed on a Course Request, the reprint shelf tag flag was being flipped. Changing the Request Quantity on a Course Request will no longer flip the reprint flag for shelf tags. Also, when an item price was changed in Item Maintenance or when the rental price was changed on a rental item in the Rental Number Maintenance module, the shelf tag print flag was being reset for the entire term, rather than for just the one course request. The shelf tag reprint flag has been changed to reset when the item or rental item price changes for the affected course request only.

Shelf Tags and Rentals (317868)

When adding rental textbooks to the Rental Maintenance module, WinPRISM now automatically checks the “Do you want to print Shelf Tags” option in the Course Request module if that rental textbook already exists on a Course Request for the same Term(s) to which the Rental Period is associated. The "Do you want to print Shelf Tags" option is NOT auto checked for any Terms to which the book may belong if that same Term is not selected for the specific rental period within Rental Number Maintenance>Rental Configuration hammer option>Rental Periods tab>Terms dialog. Also note - the Term MUST be associated with the Rental Period prior to adding the rentals to Rental Number Maintenance in order for the shelf tag flag to be checked automatically. Any changes to the Terms (deletions or additions) associated to a rental period AFTER the textbook has been added to Rental Number Maintenance for the specified rental period will not result in shelf tag updates.

20

ICS Order Decision Maintenance – 114 Books Not On Want List or Buyback List (316179)

Textbooks were still showing on the 'Books not on Want List or Buyback List' report in Order Decision Maintenance even after the course request to which the books belonged had been disabled (Course Requests module>Disable Course Request hammer option). This has been modified so that textbooks existing only on a disabled course request no longer display on the 'Books not on Want List or Buyback List' report. Sales and Rental Sales on Order Decisions (316176)

Sales and rental sales were not getting correctly allocated on the Order Decision record when posting sales. This issue occurred when the same item was adopted to more than one term. Previously all sales/rentals were getting allocated to the first, open term and not rolling over additional sales/rentals after the first, open term's Quantity to Provide was met. This has been corrected.

ICS Term Maintenance – 115 Closed Terms Showing in Quick Search (316184)

In the WinPRISM> Term Maintenance module, if a user clicks the Quick Search option, the results show all of the terms, including the closed terms. If the user selects a closed term, no records are available. The closed terms should not be on the initial search results since the user cannot access them. The search functionality in the WinPRISM>Term Maintenance module has been changed to account for the term status. Terms with a Closed status no longer display in the default Quick Search results. By selecting to search by "Status", the Closed terms can be located. Error Copying Terms (327811)

Previously, there was an error that was being produced when adding a new term and copying from a previous term. The error "Subquery returned more than 1 value. This is not permitted when the subquery follows =, !=, <, <=, >, >= or when the subquery is used as an expression. The statement has been terminated." no longer appears when steps are taken to add a new term and copy a previous term template.

ICS Enrollment – 118 Changes Not Saved (316145)

Previously, users opened the Enrollment Module and selected an existing record or created a new record, right-clicked or double-clicked on a detail line and chose edit detail to display the 'modify course' dialog. They then added or changed the existing notes and clicked OK. The message "The course Request entered already exists for this Enrollment Record" was then displayed and changes were not saved. This issue has been corrected.

21

Invalid Purchases (316211)

A new report has been added to Enrollment called Invalid Purchases. The report is designed to report books purchased on an Accounts Receivable charge account that are not Required purchases on the Course Request. Books that have an Optional or Recommended status display on the report. The report has a column which lists the type of transaction as either a sale or return. Sales or returns that are post voided at the register will not be listed on the report. Other columns on the report are Receipt Number, Student Account, Student Name, Sku and Description. In order for a student to be included on the report the Student Number field under the Advanced button in Customer Maintenance in WinPRISM or Customer Maintenance in WPAdmin must have the field completed with the same Student Account identification number entered in the Enrollment module. The customer id field in Customer Maintenance does not have to be the same number used as the Student Account number in the Enrollment module. The report can be sorted by Student Account or Student Name.

ICS Physical Inventory – 142 Incorrect Inventory Posting (328796)

The request was created to ensure SOH values were updated properly during a complete Physical Inventory posting when the QTY entered in the physical inventory record was equal to the SOH number in inventory. Previously, in version 21.0.4, if this condition was met during Physical Inventory, the SOH number would be set to 0. This has been corrected.

Inventory Worksheet (316195)

The page numbers are not displaying on the Inventory Worksheet report (generated via WinPRISM> Inventory Worksheets module). This has been corrected.

Posting Inventory (316147)

The request was created to enhance the speed and performance of posting physical inventory during certain situations where resources may be limited. The posting process has been reworked, and should now be faster.

ICS Manual Sales – 144 Posted Sales Department Detail (326694)

When running the Posted Sales Department Detail report from the Reports menu of the Manual Sales module for given parameters (sales date range or POS type), the report was displaying data for all POS types - regardless if there was posted sales for that sales date range or not. A correction was made to the filters for sale date ranges.

22

ICS Sales Events – 146 Adding ‘Null’ Catalog ID Items to Sales Events (319498)

Previously, adding a GM or book item to a sales event that had a 'NULL' catalog ID or ISBN in the tables would cause an error, and the item could not be added to a sales event. This issue has been corrected. DCC Sales and Taxes (317919)

In certain rare situations, there was an odd tax issue on DCC sales that resulted in those DCC sales having the incorrect tax amount calculated. This has been corrected. Delete Sales Event (321987)

Previously, there was an issue in the Sales Events module in that when an attempt was made to delete a sales event record, errors stating “one or more records could not be deleted” or "Query timeout expired" were produced. When trying to remove an individual item on a sales event record, an error stating “one or more records could not be deleted” was produced. This has been corrected.

Email Sales Event Information (316137)

The request was created as an enhancement to the "Sale Events" module. A new hammer option and Email dialog were added to the module. The hammer menu option is labeled "Send email notification" and the dialog is named "Email". The Email dialog is used to send a notice to each location specified in the Sale Event with details about the Sale Event. The "Email" dialog contains the following fields:

• Send button: Sends the email and closes the dialog. • Cancel button: Closes the dialog without sending the email. • Request read receipt checkbox: Defaults to user's setting from WPAdmin in the

"User Security" module, when checked email is sent with read receipt requested. • From address: Displays the user's email address from WPAdmin. Display only. • To address: Displays the email addresses for the locations selected in the sales

event, specified in WPAdmin. Display only. • CC address: Displays the user's email address. Display only. • Subject text: Defaults to the template's stored value, can be edited by the user. • Attach text: Not used for sales events. Display only. • Tag combo box: Used with the Insert Tag button, values are pulled from the sales

event when the email is sent. • Insert Tag button: Inserts the selected tag into the body of the email. • Body text: Defaults to the template's stored value, can be edited by the user. • Email template combo box: Used to select an email template, the user can enter a

new name. • Save Template button: Saves the subject and body text to the email template name

displayed. • Delete Template button: Deletes the selected email template from the system.

23

Error Deleting Sales Event (319503)

Previously, when a sales event record was deleted in the Sales Events module, a timeout error was generated in the process. This issue has been corrected. Expired Sales Event (317918, 326223, 328797)

In WinPRISM 20.8.3, expired sale events were being queued to be sent to POS, causing WPCom to fail. Additionally, sending expired sale events to a WinPOS system was causing the Item Update process to slow down. This has been changed so that only non expired sale events will be sent. Also, multiple terms can be set on a rental period with no issue. Please note that if the "End Date" on a valid sale event is changed to a date in the past, the sale event is considered expired and will NOT be sent to PRISM POS. This results in the sale event remaining active on PRISM POS even though it is expired in WinPRISM. Users should not set the "End Date" to a past date if using PRISM POS, and instead should set the end date to the current date and let the event expire over night. Additionally, in WinPRISM 21.0.4, expired sales events are no longer sent to WebPRISM when new items are added, thus updating the sales event. If a sales event is set to auto filter by DCC and a new item is created in inventory and added to that DCC, the item is added to the sales event, but the sales event does not get sent to the Web. Reversing Tables (316161)

When posting sales and sales returns for POS/Web/Mail, the Adjustment Reason column on the 'Stock Adjustment' report from the Item Maintenance module was not displaying the same reason code for both the original sale as well as the reversal of that sale. The reason codes for posting and reversing sales have been corrected to match.

Sales Event and Web (329530)

Previously, WinPRISM would send a web packet with sales event information, even when the WebPRISM flag was not checked in the Sales Events module. This has been corrected, so that when a location is added to a sales event where the WebPRISM fla is not checked, no web packet is created.

Sales Event Report (316237)

Previously, the Sales Event Sales report in the Sales Event module was always printing blank reports because it was generating from the wrong database. This report was adjusted to pull from the correct database and can now generate successfully.

Slow in Sales Events (317915)

Sales events were opening slow when the detail grid had many items. Logic was added to set the grid size so that it fills faster.

ICS Catalog Maintenance – 151 Delete Option Added for Catalog Items (316202)

There was a need for an item removal capability in the Catalog Maintenance module as an alternative to manually locating the record, selecting it, right-clicking and choosing

24

delete from the mouse menu. As a result new functionality was added to the hammer menu in the Catalog Maintenance module:

• Remove catalog items…

• Remove catalog items (all catalogs)… When selecting one of the new hammer options, an Item Find window pops up and allows one to search the catalog(s) quickly, using the standard item search parameters; this will allow for greater time savings when dealing with larger catalogs. The ‘Remove catalog items…’ option brings up an Item Find window. Once the item is entered, and the ‘Find’ button is pressed search dialog, the system locates and removes the item from the selected catalog. The ‘Remove catalog items (all catalogs)…’ option acts the same as the previous remove option, only it removes the item from all catalogs, whether you are in a catalog that contains that item or not. The catalog can either be in Open, Hold or Closed status as well. The removal option is not location specific but will be carried across all locations. Descriptions (326218)

The request has added a new field to the xml web export for "pf_name". When catalogs are sent/updated to the web, this pf_name field will contain descriptions as set in WinPRISM Catalog Maintenance in the Title/Ad Copy tab of long descriptions or the product family description fields. If those fields are set to blank, the pf_name field will be blank as well.

Images in Catalog Packets (317911)

The request was created to add the header image of a catalog to the packet of information being sent to the web. The image is now included with the normal packet structure for the XML Web Export packets. Image Display (316203)

The request was created as an enhancement to change the way that Media is displayed in the "Catalog Maintenance" module. If a Media file has been attached to a Catalog Header, Product Family, or to a Detail Item (Detail tab or All tab) then the path and file name will display in blue text and will be underlined, much like a hyperlink is displayed on a website. Double clicking on the link will load the media file in its Default Application -if the media file is an image will load in Windows Photo Viewer, if the media file is a Word document then it will open in Microsoft Word. Null Catalog Numbers

The request was created because it was possible to have blank catalog # instead of NULL in the general merchandise table. The blanks cause issues in sales events. The update to WinPRISM 21.0.4 now replaces any black catalog number with a NULL, to ensure the catalog number fields are not blank.

Product Family Descriptions (317909)

This request was created to ensure the product families descriptions were flowing to the web in the correct manner. When the product description is set in the Ad Copy tab of the

25

Extended Descriptions dialog, that text will flow to the web. If that Ad Copy tab is blank, then the product family description will flow as the description. Previously, the backoffice_name tag was defaulting to the first item of the product family description which was causing display issues. The backoffice_name tag has now been changed to mimic the pf_description.

ICS Enter Mail Order – 152 Datatel Tender (329529)

The request was created due to an issue with web orders not processing in the "Enter Mail Orders" module or not closing in the "Ship Mail Orders" module when the order is tendered with a Datatel tender. This has been corrected. Generate Special Order (316226)

The request was created due to an issue with generating Special Order Purchase Orders from the "Enter Mail Orders" module. An error message would occur after using the "Generate Special Order PO" hammer menu option. The issue has been corrected.

Fill Type (327804)

The request was created as an enhancement to add the "Fill Type" to the "Enter Mail Orders" and "Ship Mail Orders" module. This is a drop down list that is found in the "Edit Item Information" dialog with the following list items: "No Preference", "New Only", "Used Only", "Prefer New", and "Prefer Used". These options control how to handle item substitution if there is not enough stock on hand for an item to satisfy the order. It should be noted:

• Changing the Fill Type from within the Shipment itself ("Ship Mail Orders") will not affect the textbook type when closing the shipment. For example, if the item on the shipment record is Used, and then the "Fill Type" is changed to "New Only" from within the "Ship Mail Orders" module, and the shipment is Closed, then the item will stay Used.

• Also, changing the Fill Type on the shipment does flow back to the Order in

"Enter Mail Orders. If the Fill Type for an item is changed, and the shipment is deleted, then that Fill Type will retain the new setting in the "Enter Mail Orders" module.

Mail Order Searching (328795)

This request was created to add an item Subsystem search to the existing Status/Type search criteria in the mail order modules. The criterion within the Quick Search criteria list (down arrow next to quick search binoculars) is now labeled Status/Subsystem/Type. The search options window now contains a series of checkboxes for Subsystems (General Merchandise, Textbook, Trade Book, Packages). The select all and clear all buttons are present for this addition as well. When the subsystem options are chosen, the search returns mail order records that meet the box or boxes checked for subsystem. Any

26

combination or none or all of the Subsystem options may be chosen for the search. The mail order records found will be any records meeting the criteria entered that contain one or more items of the subsystem chosen. Some records that are returned may include other subsystems that were not chosen (as long as one or more item on the record meets the criteria). Leaving a subsystem unchecked in the search dialog does not exclude records of that result. Mail Order Status Report (329267)

The request was created as an enhancement to the "Mail Order Status Report" that is found in the "Enter Mail Orders" module. A new report parameter was added named "Subsystem", which filters the results of the report to show only the orders that contain an item with the specified system type. The parameter is a dropdown list with five options: " " (blank entry; does not filter), "General Merchandise", "Textbook", "Tradebook", and "Packages".

NOTE: If there is an order with three Textbooks and two General Merchandise items, then the entire order will display on the report if the Subsystem parameter is set to either "Textbook" or "General Merchandise", but will not if set to "Tradebook" or "Packages".

Mail Order Totals Tax Rate Report (316172)

The Mail Order Totals Tax Rate report has been changed to only include the closed shipment when calculating the totals. Open shipments will no longer be included.

Manual Tax (316150)

There was an issue with the way taxes were implemented on mail orders and web orders within the Enter Mail Orders module. When a Manual tax was added to a transaction and the order had been worked with (substitutions made, items dropped, etc.), extra tax entries would be made on the cumulative unposted sales listing in the Manual Sales module. This has been corrected. Monsoon Import (316194)

The request was created due to an issue with importing Monsoon Orders. There was an issue where in certain circumstances, a Monsoon Order would not automatically process and close. This was occurring due to a rounding issue and the inability to distribute the commission amount in the detail records. These issues have been corrected.

Need to Order Report (316197 and 316171)

There was an issue with the Need to Order Report in the Enter Mail Orders module in that report was taking an abnormal amount of time to generate and also caused locking and timing errors. This has been corrected. Additionally, there was an issue with the Need to Order report, in that it was including items that had already shipped, when those items should not be included in the Need to Order Qty amount displayed on the report. This issue has been corrected.

Register Totals Report (321993)

The request was written due to an issue with the "Mail Order Register Totals" report. The report was not including Monsoon Marketplace orders. The issue has been corrected.

27

Rental Items in Mail Order (316157)

The request was written due to an issue with processing Mail Orders and Web Orders that have Rental Items and the Rental XREF assigned is a differing subsystem. This only occurred on WinPRISM servers where the Rental Configuration was NOT set to be "Dynamic Rentals". For example, a store is in non-dynamic mode, and rental XREF values have been added for an item in the "Rental Number Maintenance" module for both New and Used textbooks. A web order comes in with an NTX rental item, but when processing the order in "Enter Mail Orders", a UTX Rental XREF is entered. This would cause an error. The card would charge, and the order would close, but the customer would not be assigned to the rental item. The issue has been corrected, and Rental XREFs whose subsystem does not match the subsystem of the item will not be allowed, but the system will not close and process the order.

Reusing Rental XREFs (316266)

Previously, XREFs that were assigned to items already in the Rental Number Maintenance module could be reused with different items during the mail order process. The system was not checking to see if XREFs assigned in Mail Order were already in use. Mail Order should, instead, generate an error that states that XREF is a duplicate and already in use. This has been corrected.

Taxes in Mail Order (316152)

There was an issue with the way taxes were implemented on mail orders and web orders within the Enter Mail Orders module and the Ship Mail Orders module. When an item was cancelled out of an order after a manual tax rate/amount was applied, that cancelled item held onto its tax amount which caused a miscalculation to the final sale. This has been corrected. Tender More than 45 Characters (317916)

Previously, if a tender string longer than 45 characters was entered on the final "Checkout" page after selecting a tender to be used on the WebPRISM website, an error would occur in WinPRISM Enter Mail Order when that order was accessed. The error no longer occurs. However, it must be noted that as of version 21.0.0, WinPRISM truncates the tender string to 25 characters. Further characters may be supported in a future version. View Item Information Option (316200)

Previously, in Enter Mail Orders, when there was an order with multiple items in a "Partial" status, if users right-clicked on any item listed, and chose any option, the dialog or action chosen only functioned or showed the information for the first item listed. For example, if a user chose to substitute the third item on the order, the system would incorrectly substitute the first. This has been corrected.

28

ICS Ship Mail Orders – 153 Closing Shipments (316206)

Previously, there was an issue where users could not close shipments in WinPRISM Ship Mail Orders under certain circumstances. When a Status/Type search was performed with the Status set to OPEN and all 3 Types selected (including Shipment, Reservation, and Special Order), the Close Shipment/Reservation hammer option was not available on the resulting located records. To complicate matters, when a record found in the initial search was searched for by order number, the line item details were then not present once the record was located. This has all been corrected. Once the shipment has been closed and the search for OPEN status is performed, those shipments will not appear in the search results.

Rental Returns (317910)

There was an issue with rentals not being refunded correctly in mail orders and web orders. The customers were not being removed from the rental within Rental Number Maintenance. This issue has been corrected. Reversing Reservations (328091)

The request was originally created due to an issue with reversing Mail Order Reservations that had rentals on them from the "Ship Mail Orders" module. The Order status would reverse back to an "Open" status but the rentals were not being set as "Refunded" and the Rental Quantity was not being adjusted down for the rental item. The issues have been corrected.

Reversing Shipments (316243)

Previously, users trying to reverse a transaction that was tendered with an A/R Charge would receive an error message of "The authorization was declined. Insufficient funds in A/R Account." after using the "Reverse Shipment/Reservation" hammer menu option in Ship Mail Order. The issue has been resolved. Reversing Shipments with Rentals (317890)

The request was originally created due to an issue with reversing Mail Order Reservations that had rentals on them from the "Ship Mail Orders" module. The Order status would reverse back to an "Open" status but the rentals were not being set as "Refunded" and the Rental Quantity was not being adjusted down for the rental item. The issues have been corrected.

ICS Customer Maintenance - 156 Previous Customer Address Change Not Flowing (326225)

The email address was not flowing to WinPRISM>Customer Maintenance when added at the register to a customer that already existed in the system, and therefore, no email information was attached to the rental item in Rental Maintenance. Now, if a transaction

29

is done against an existing customer and the email address is added or changed at the register, the email address will flow to Customer Maintenance and to Rental Number Maintenance.

ICS Stock Ledger Reports – 171 Divide by Zero Error (316174)

Previously, when closing the sales month, the system would error if there were POs in the system with a retail value of 0. This issue has been corrected. Rental Reports Added (317873 and 328086)

Two reports have been added to WinPRISM Stock Ledger Reports. The “Reports to Print” section now includes Rental Revenue and Rentals Not Returned Revenue. Both reports have the same columns, which are similar to the sales stock ledger reports. The columns are: GL Code, DCC, SKU, Date, Qty, Cost and Retail.

Stock Ledger Received Not Invoiced Report (316209)

The Stock Ledger Received Not Invoiced report from the Reports menu of the Stock Ledger Reports module was not printing the correct location on the report. This has been corrected.

ICS Report Generator / Reports – 181 Buyer’s Guide Fields (316229)

In Report Generator, using the Order Decision and Course Request Detail templates and attempting to pull buying guide related fields the data being pulled was not correct. This has been fixed.

Can’t Rent Flag Added (317882)

In the Report Generator module the "Can't Rent" flag was added to the Customer template. This flag will display "Can Rent" if the customer is able to rent or "Cannot Rent" if the customer is not allowed to rent. This flag is coming from the Customer Maintenance module under the Advanced Features button. If rental privileges have been suspended, this checkbox needs to be checked, or else the customer will be allowed to rent.

Changing Tax on DCC (321994)

There was an issue with the WPAdmin > Inventory Control > Store Set Up > Department/Class/Category module in that when the DCC tax was altered and the 'Set Inventory button' was clicked, an error was generated. Now, two windows appear in succession. The first is a confirmation window stating: “The Item Tax Type for all items in this DCC will be changed. Are you sure this is what you want to do?” Upon clicking yes in the first window, another window appears stating “Changes completed.”

30

Course Request Detail Template (328083)

In WinPRISM Report Generator, a new item called Rental_History_Price has been added to the Course Request Detail template.

MO Templates (326221)

The Mail Order Catalog Details template in Report Generator has been changed to be able to query on blank image URLs or image details. NOTE: When attempting to pull blank URLs, in the query dialog the value box must be completely empty. Do not use quotes or any other characters to represent the blank space. Outstanding Credit Request (296328)

The Outstanding Credit Requests report has changed. 1. On the summary version of the Outstanding Credit Request report, the "Out"

columns - Postage Out, Commission Out, Tax Out (if included) and Credit Out - are now all shaded grey to stand out better from the other columns.

2. A new checkbox was added to the Report Parameters dialog for "Include Taxes". If checked three additional columns including: Taxes Due, Taxes Resolved and Taxes Out will display. These three new columns reflect the values entered in the GST and PST fields for all outstanding credit requests.

PO Detail Template (316190)

There was an issue with the Report Generator module in that when a report was created using the Purchase Order Detail template, and the Inv_Qty_StockOnHand field was added, the generation of the report would cause WinPRISM to become not responsive, and eventually deadlocked. This has been corrected.

POS Report Generator (317888)

In the Report Generator module when using the POS Transaction Header template the POSTransaction_Hdr_User field was not pulling the user’s name. The POSTransaction_Hdr_ User has been corrected. Rental History Price (317866)

There was an enhancement created to add historical rental pricing information to the available field options within the Report Generator module. The new field is Rental_History_Price, and is present in the Course Request template.

Rental Transaction Information Added to Report Generator (317864)

There was an enhancement created to add Rental Transaction Information to the available fields within the Report Generator module. Those fields are:

• Rental_History_TranNumber • Rental_History_Date_Return

Rental History Information Added to Report Generator (317870 and 328083)

The following columns have been added to the Report Generator module under the Rental History template:

• Rental_History_Price = The price to rent the book

31

• Rental_History_NonReturnCost = The cost if the book is not returned

• Rental_History_NonReturnFee = The fee for not returning the book

ICS Proposed Purchase Orders – 201 Create PO from Want List (316230)

The request was created to eliminate a data truncation error that was being produced in WinPRISM 201 Purchase Orders when a PO was created from a Wantlist whose name was more than 16 characters. The “Comment” section of the resulting PO’s header now contains "Generated from Wantlist: " + Wantlist Name trimmed to 40 characters. Pubnet PO (316189)

Previously, if a Pubnet PO was submitted for sending, but did not meet the vendor minimum, the system would prompt for confirmation. Even if the user clicked No, the system was still submitting the PO for sending. This issue has been corrected, so that if the user selects no, no action is taken and the PO is not posted, nor scheduled to be sent. It remains in a proposed, unsent status. Request Email Read Receipts (316162)

The request was created as an enhancement to the "Purchase Orders" module. A new checkbox was added to the WPAdmin "User Security" module named "Request Email Read Receipts" in the module header for each User. When the checkbox is checked and a Purchase Order is posted in Winprism and an email is sent to the Vendor then each recipient of the email will be asked to send a receipt back to the sender verifying that they have received the Email. Saving Issues with Pubnet (316285)

In previous versions, an error of 'Update or Delete Failed' could be returned in WinPRISM Purchase Orders after modifying information on a PO and choosing to send that same PO before saving the record. The module has been changed to save automatically when the 'Send' is issued from the hammer options, thereby solving the issue. Single Location PO (316141)

The request was made to enhance the “Single-Location PO Mode” system parameter to function in WinPRISM Receiving as well as Purchase Orders. Now when the system is in “Single-Location PO Mode” and items are added to a PO in Receiving, the add item configuration will change its default to the location of the PO being viewed/edited in Receiving. Previously, this function was adding the items for the location of the (completely unrelated) PO in Purchase Orders that was being edited by the user at that time. Sort Order (316281)

There was an issue with the default Sort Order for both the Purchase Orders modules while posting a Purchase Order, as well as in the Receiving module when generating the Print Purchase Orders report. The default Sort Order used to be Author/Title, but was

32

changed to be SKU. The default Sort Order has been changed back to Author/Title for commercial users.

Status of Failed Pubnet PO (316254)

The request was created to ensure a PO would not be posted automatically after a failed Pubnet send attempt. After a PO send is rejected (due to factors such as not having a Pubnet SAN assigned to the vendor), the PO is no longer posted and no outgoing messages are scheduled.

ICS Autogen Proposed Orders – 202 Autogen Report Incorrect (316225)

In Autogen Proposed Orders, when running the Report option for a new autogen using a GM Method of 'Auto Order Qty' and selecting to 'use Order Decisions' and to 'Include Non-Term items', the report was including items that did not actually need to be ordered. This has been corrected. Mail Order Backorder (328801)

In 21.0.4, when autogenerating proposed orders for tradebooks, the mail order backorder quantities were being included in the auto order quantity even when the 'Add Mail Order Backorder Amts' checkbox was not checked. The system was also adding backorder amounts to the auto quantity when the 'Maximum Qty' method was being used under Trade Method. Both issues have been resolved.

Negative Out Quantity Causing Autogen Quantities to be Incorrect (316151)

If an item was over-received on a purchase order, resulting in a negative out quantity on the PO, and if Use Maximum Qty was set as the Default Autogen Calculation Method for GM in WPAdmin, incorrect order quantities may have been generated when the autogen process was next run. This could happen if the minimum and maximum quantities were set to zero on the item and the SOH had been reduced to a quantity lower than the quantity over-received. The autogen process takes on order quantities into account when calculating and would try to order enough to get back to zero even though no orders should have been generated for the item. For example, let’s say a GM Item has a requested qty of 10 on a PO but 50 are received. The PO remains open, as there are other, unreceived items. This makes the Out Qty on the PO -40 for the item. Let’s also say that the minimum and maximum quantities on the item are set to 0, and all 50 of this item are sold, making stock on hand 0. If auto gen was run, the system was looking at POs in an open status, and using those POs to calculate quantities. It took the PO order quantity, and subtracted the received quantity and cancelled quantity. In the above example, the system was calculating a quantity of -40. This value is then used to calculate the QTP. The QTP calculation subtracts this value and SOH from any backorder quantity (0 backorder – (-40 on order) – 0 SOH), thus resulting in a positive 40 for the autogen PO quantity. This issue has been corrected, so that negative quantities do not result in autogenerated POs.

33

Forecast Reorder Tool Report Added (321914)

Within the Autogen Proposed Orders module, a new report called the Forecast Reorder Tool was created. This new Forecast Reorder Tool report provides a better look at the overall forecasted numbers vs. previous history for 52 weeks. It provides the same basic data that the autogen report provides, but also includes the breakout of sales last year and the forecasted sales. It also provides the projected sales, which is used in the calculation of the order qty and is the only location which provides this information for verification of the auto order qty when using the forecasting method in autogen. The layout of the report is as follows:

• There are two header sections. The first header shows the title of the report (i.e. – Forecast Reorder Tool) on the left side, and the date and time on the right side

• The second header has the Store Name, Vendor Name and Vendor Cod, stacked on the right side, then about 1/3 of the way towards the middle, Lead Time is shown, then at 2/3 of the way towards the right is the Ship Date, and then at the far right is the Cancel Date

• The columns are listed in the following order (left to right): DCC, SKU, Description, Color, Size, Cost, Retail, MIN Stock, SOH, OO, 52W, 4W, 3W, 2W, 1W, Proj SLS, LY Sales, Order Qty and Curve Source

• The products listed seem to be broken out into groups by STYLE #

• The bottom of the report has the Report ID on the left side and the page numbers in the middle of the page; shown as Page x of x.

ICS Incoming Message Maintenance - 204

More Than One ASN (316180)

The request was created to modify the Advanced Ship Notice (ASN) from the Ingram vendor to update the PO appropriately when more than one ASN was sent. Previously, if an ASN was sent for only a portion of the Purchase Order Acknowledgement, when the rest was being covered by a subsequent ASN, the PO was not being updated properly. This has been changed so the PO is updated with the total quantity of items being sent by each ASN. Deleting Records (316242)

The request was created to rectify an issue that was causing problems when deleting a large amount of records in WinPRISM Outgoing Message Maintenance and Incoming Message Maintenance. This issue has been corrected.

Invoice Report (326216)

The request was created to correct a problem with the Invoice report in WinPrism 204 Incoming Message Maintenance. Previously, the report was displaying information for items not contained on the invoice. The problem has been rectified and the report now displays the correct item info in regards to the invoice selected when generating the report.

34

ISBN on Source Document (316207)

The request was made to verify NBC wantlist purchase orders were merging the same ISBN ordered for more than one location into one line in the source document. When the orders are received, the ISBNs are now correctly merged onto one line in the source document. ISBN Prefix Support Added (255781)

The request was created to modify the Purchase Order Acknowledgement, Advanced Ship Notice and Invoice response documents for Pubnet USA, Pubnet Canada and Ingram vendors to handle different ISBN formats. The additional formats include ISBNs that start with 979, 820 and 830. The code for those vendor types was changed to accept these formats.

Texas Book (316193)

When using Easylink, Texas Book sometimes returns responses in which they don't indicate the purpose of the response (fill .vs. quote). When this happens, the default behavior within WinPRISM was to treat the quantities as quoted. Now, when the response is to a cascaded order, the system assumes the quantities are fill quantities.

Vendor Name (316227)

The request was created to ensure vendors are displayed correctly on wantlist acknowledgements in WinPRISM Incoming Message Maintenance. Each vendor with a response on the cascaded order now displays correctly.

ICS Session Setup – 213 Book Routing Configuration Added (317906)

In the Buyback > Session Setup module, under the hammer option, there is a new 'Book Routing Configuration' dialog. This dialog allows the user to input a "Routing Location" for each specific "Routing Type". This tool is meant to be used by the buyers at buyback to give a quick reference, if you will, as to the location to sort / place each type of item being bought and help facilitate finalizing the buyback. In the 'Book Routing Configuration' dialog, the defined routing types include:

• Store rental: Book Not Adopted

• Store rental: Book Adopted

• NBC Rental: Open to buy

• NBC Rental: No open to buy

• Sale: Store Purchaser

• Sale Wholesaler To edit the 'Routing Location' for each routing type, simply click in the box and type. This field will accommodate up to 50 characters. There is not currently a wrap-around feature. If there is no location defined in the Routing Location textbox, nothing will display under the 'Routing Location' column on the detail line during the Buy Books transaction.

35

At the top of the 'Book Routing Configuration' dialog there is a checkbox to 'Display Transaction Summary'. The transaction summary is a summary of the items purchased, and their routing locations for each transaction. This summary is displayed ONLY on screen and not currently referenced on any reports. This summary is only displayed when the 'Display Transaction Summary' checkbox is checked. Once all items have been purchased for the transaction and the transaction is ended, the summary will display on screen if the box is checked. The transaction summary can be grouped by either wholesale purchasers or store purchasers based on the checkbox defined under the 'Display Transaction Summary' checkbox. Also on the Book Routing Configuration dialog there are two ordering arrows in the bottom left-hand corner, so the user can order or prioritize the routing types they most commonly use to the top of the listing. These are used by selecting the routing location/routing type and either moving the line up or down in priority. This new feature only displays while a transaction is being made in the Buy Books module; any defined routing location for a specific routing type will display in the new column labeled 'Routing Location' on the transaction detail grid. If the routing location is not defined in Session Setup, nothing will display in ‘Routing Location' column on the detail grid. If the Transaction Summary checkbox is checked in the Session Setup - Book Routing Configuration dialog, when the transaction is ended, the transaction summary will display on screen only with the items bought and their appropriate routing locations. This new feature again is more of a quick reference for the buyers, to provide a specific sorting location as items are purchased. So the transaction summary will display only on the buy books detail line under 'routing location' or on screen only when the transaction has ended, so the buyer knows which bin to place the bought items in. Once the transaction has ended there is no other reference to the routing location for that transaction. It is not displayed on the Buy Back Transaction module record.

ICS Buy Books – 215 Buyback Receipts (317881)

Buyback receipts can now be generated without error. Delete a Line Off Buyback (327807)

When deleting a line item (delete key) from a Buyback Transaction in the Buy Books module that is a rental, the following error was displayed: Operation failed, no current record. The rental line item was deleted, but did error. The error did not occur when deleting a line item that was not a rental. This has been corrected so no error occurs and the rental item is not returned in Rental Number Maintenance as expected. Errors in Buyback (316196)

When scrolling through multiple buyback sessions using the arrow keys on the main tool bar, a CRC Exception error was displaying. Also, when adding new purchasers to a new buyback session, the following error displayed: "encountered and improper argument".

36

This completely prevented a purchaser from being added at all to a new session. These errors no longer display. Error Returning Rentals (327812)

Periodically when returning a rented item at buyback the following error occurs: "The INSERT statement conflicted with the FOREIGN KEY constraint “FK_ Buyback_ Detail_ Buyback_Header”. The conflict occurred in database “prism”, table “dbo.Buyback_Header”, column “BBReceiptID”. The statement has been terminated.” This has been corrected.

Rental Returns in Buyback (317871)

A new checkbox has been added to WPAdmin > Inventory Control > Parameters > System Parameters > Purchasing. The new checkbox is titled ‘Allow Rental Returns in Buyback’. When this box is checked it allows rentals to be returned at the Buy Books module. If not checked rentals cannot be returned at Buy Books. When rentals are returned at Buy Books, the rental will now be displayed in the buyback transaction detail grid. The rental will have a quantity of 1, and cannot be changed. The buy price will be $0.00, because the initial rental fee has already been paid and no money is due out on a rental return. Also, there is now a new 'Rental' column with a checkbox on each line of the buyback transaction to indicate a rental versus a normal buyback book. If the box is checked, the book is a rental return. Once the rental book is placed on the buyback transaction, it will be displayed until the transaction is ended. Once the transaction is ended, the rental history record in Rental Number Maintenance will be updated to reflect the buyback transaction (returned rental) including the buyback receipt number. The buyback receipt will now also show the returned rental. On the receipt for a rental return, the quantity will be 1, and the buy price will again be $0.00, just like on the transaction itself. In addition, to the right of the price in ( ), there will be the word ‘Rental’ to designate that this item was a rental return. The receipt will also display the ISBN of the returned rental as well as the author/title. After ending the transaction at Buy Books, a receipt can be reprinted from the ‘Print Receipt’ button, which now has a drop down menu. The Print Receipt menu options include ‘Print Last Receipt’ and now also include ‘Email Last Receipt’. At this point in time, the newly added capability to "Email Last Receipt" is for returned rentals ONLY. Regular books sold back via Buy Books will not be included on the email. When there are multiple returned rentals on one buyback transaction, an individual email will be sent out for each rental returned, based on the customer email address. The rental returns on one transaction will not be combined into one email.

37

Emailing of the returned rentals is done through a WPServer function called ‘Email Queue’ that will need to be set up prior to buyback. After a transaction with a rental return has ended, the rental ID will be added to the email queue. When the email queue service runs, the email will be sent to the student, notifying them their rental was returned. (When this service is set up it will be scheduled to run at specific increments of time to facilitate the stores’ need to send out the email notifications).

NOTE: There is sometimes an issue with anti-virus scanners so this service may need to be added to the exclude listing of the anti-virus to allow the notifications to pass through. NOTE: A separate email is sent for each rental item returned. At this time, the

email text cannot be altered. The subject line of the email is “Rental Return Receipt for “AUTHOR / TITLE”

The body of the email is as follows: “Thank you for returning the following rental item. Receipt: RECEIPT NUMBER ISBN AUTHOR / TITLE Store Name Store Address Store Phone Number

NOTE: Setting up the email queue will also automatically flag the system to

email any returns, regardless of where those returns originate. If a

rental return is done through POS, buyback, or Mail Order, and if

these lines are properly set up, a rental return email will be sent to

the email address on file for the rental customer. You may also

choose to ‘Email Last Receipt’, which will send another email. This

option is primarily designed to be used in the future with non-rental

buyback receipts.

Lastly, after the transaction has been completed, the rental return will also be displayed in the Buyback Transactions module, under the corresponding transaction. Again the quantity will be 1, the price will be $0.00, and the Rental column checkbox will be checked for all rentals returned on that transaction.

ICS Receiving – 301

Searching By Buyer (316149)

In the Receiving module in WinPRISM, when searching by Buyer, entering in a letter or name did not return search results. For the search function to work, the user had to either drag a different column to the left to sort by and then change it back, or double click on the column header to re-sort by the logon name. This has been corrected.

38

ICS Enter Invoice Information– 311

Received Not Invoiced (329922)

When receiving items in various quantities from the same purchase order over a several month span, there was some duplication in the quantities and amounts listed on the 'Received Not Invoiced' report run from the Reports menu of the Enter Invoice Information module. The Received $ amounts and the Out amounts for cost and retail were being tripled. This occurred when the first portion of the purchase order was received in the first month and invoiced. After the close of month the next portion was received but not invoiced, and the same occurred with the 3rd portion in the following month. This has been corrected. Receive Not Invoiced Improvements

Within v 2000+ a concerted effort was made to improve the Received Not Invoiced report available from both the WinPRISM>Ship/Receive>Invoice Goods>Enter Invoice Information module and the WinPRISM>Inventory Management>Stock Ledger>Stock Ledger Reports module. The Received Not Invoiced report now has the same design between the two modules and is accessible via the Reports menu option in both modules.

ICS Proposed Return Entry– 321 Not Returned Quantity (317905)

The request was created as an enhancement to the "Print Returns" report that is found in the "Maintain Credit Requests" module. A "NR Qty" column was added, and will display the "Not Returned" quantity of an NBC Partnership rental item. This field is calculated by looking at the Rental History of an item and determining how many of the items have been processed as Not Returned; via the "Process Replacement Charge" or "Close Rental" menu options in the "Rental Number Maintenance" module on the "History" tab. The field is not calculated by the subtraction of number of returns from the rented.

Quantity on Proposed Return for NBC Rebates (316268)

The request was created due to an issue with the "Ship Qty" amount that was being set on NBC Rebates Proposed Returns, as rental items were processed as Rental Not Returned, or were closed out in the "Rental Number Maintenance" module. When a rental item was charged or closed, both the "Ship Qty" and "Qty" amounts were being increased on the Proposed Returns. Now, only the "Qty" amount is changed on the Proposed Return.

Ship Quantity for Rental Partnership Returns (316292)

The request was created as an enhancement to the "Print Proposed Returns" report accessible from the "Proposed Returns" module and the "Print Returns" report which is accessible from the "Maintain Credit Requests" module. The reports were modified to include the actual Ship Quantity that the store is sending to Nebraska Book Company for Rental Partnership.

39

ICS Maintain Credit Requests – 323

Outstanding Credit Requests (316188)

After receiving and resolving all credit due for a merchandise transfer request, the resolved transfer still remained on the 'outstanding credit request' report generated from the Maintain Credit Request module. There was also an issue with items that contained multiple units per package having the correct quantity, quantity out, credit due, and credit out values to reflect the total number of items (units). After receiving all items requested and resolving all credit due the transfers are now being removed from the report. If any part, either in receiving or resolve credit request has not been received or resolved the transfer will still remain on the outstanding credit request report until closed. Items set for multiple units per package are also now displaying correctly. Report Sorting (329923)

The request was created to correct an issue of sorting report data – specifically the author/title sort option on the Print Returns report in WinPRISM Maintain Credit Requests. The issue has been corrected and the data on the report is being sorted correctly.

Reversing Credit Requests (328800)

When reversing a credit request that had more than one of the same line item on it from the same location (due to returning against multiple invoices), only one of the line item's quantities was correctly added back to stock on hand. The stock adjustments in Item Maintenance showed properly (both lines added back in), but SOH only reflected one line being returned back to stock. This has been corrected so that all quantities correctly impact SOH.

ICS Resolve Credit Requests – 324

Rental NCDTR (322569)

The request was created due to an issue with the way that the NCDTR value is calculated when the Resolve Credit Requests record is created, after posting an NBC Partnership return. The NCDTR used to be calculated by taking the "NBC Buyback Price" and dividing it by 2 for each item on the refund and then getting the sum of those values and rounding up to the next penny where necessary. The NBC warehouse, however, takes the sum of the "NBC Buyback Price" for all items, divides by 2, and then rounds. This meant our totals could be off by pennies or even dollars if enough items were being returned. Our calculations have been changed to match how the NBC warehouse calculates the amounts. Posting Memos Out of Balance (316238)

WinPRISM was allowing users to post credit memos from Resolve Credit Requests even when the Credit Total in the header did not match Credit Received. This has been

40

corrected so that when trying to post the credit memo, if the Credit Total and Credit Received do not match the option to Post Credit under the hammer is not active.

Sell Books to Wholesalers (316143)

There was an issue within the Sell Books to Wholesalers module where the totals displayed in the header area of a record did not match the totals displayed in the Quick Search Results window (which appeared to be displaying the totals from the first wholesale sale record in the system). This has been corrected.

ICS Miscellaneous Database Indexes Added (316257)

The request was created as an enhancement to help optimize the WinPRISM system. Database indexes were added to multiple tables to help speed up response time throughout the product.

Date Format (316278)

There were several date display inconsistencies throughout multiple modules including Manual Sales, View Current Sales, Sales Events, Item Maintenance, and Stock Adjustments. The new date format (unless otherwise specified for a particular reason) is: MM/DD/YYYY.

F9 Reports (316165)

When generating the F9 reports, the user receives various errors including, “Object reference not set to an instance of an object.” followed by “Unhandled exception has occurred in a component in your application." The issue was caused by specific F9 reports being greater than one page. The error occurred when the F9 reports attempts to generate a second page. This issue has been corrected.

F9 Rental Report (326224)

A tab was added to the F9 report that displays current rental info for an item as of the report being generated. Previously, this report was displaying the wrong information. This issue has been corrected.

F9 Report Slowness (328463)

The request was created due to an issue with several F9 reports which were loading slowly. The "Vendor Info", "Course History", "Course Requests", and "Guide Info" F9 reports were taking upwards of 15 seconds to display. The issue has been corrected. Global Notes (319502)

There was an issue with Global Notes following to a different record in the same module and not staying with their intended record. This was occurring in the Markdowns, Sales Event and Catalog Maintenance modules. Now, the global note entries for both the header and detail grid stay with the original record.

41

Logoff Error (316220)

If a user used the 'Logoff' option in WinPRISM/WPAdmin 20.0.8, and closed the application before logging back on, the user received the error, "Encountered an Improper Argument". Once the error message was closed, the WinPRISM/WPAdmin applications appeared to close as expected. This error no longer occurs.

Missing Indexes Created (317907)

Several new indexes were created based on analysis of output from the 'Missing Indexes Feature' in SQL Server 2005/2008.

SQL Jobs (319494)

The request was created as an enhancement to how the "scheduled tasks" jobs are run on the Main and Distributed databases through SQL. Both the Main database and the Distributed database have a "scheduled task" job, which is set to run every night. The problem is that each database runs a different Stored Procedure, so both Stored Procedures have to be updated for any task that needs to be run on both databases. These two stored procedures have now been modified to run a new "Common Tasks" Stored Procedure. The stored procedure is stored only on the Main Database but can be called from the Distributed database so only one Stored Procedure will have to be updated. System Crashes (327810)

There was an issue with WinPRISM in that when the F9 reports, or other reports or queries, were in the process of loading and the user shifted focus from WinPRISM to another program (i.e. – WPConsole, Notepad, Outlook, etc.), an error was then generated by WinPRISM stating it had encountered a problem and needed to close. This issue has been corrected.

WPAdmin DCC – 103 New Royalty Options (316201)

A Royalty tab has been added to the WPAdmin/DCC module. This new tab will allow default values to be added for both the Royalty Percentage and Royalty Minimum at the DCC-Location Level, as well as the Location level, and then update accordingly. With this new enhancement, Royalty Percentage and Minimum values are now available at the Location level(WPAdmin>Store Information>Miscellaneous tab), Location-DCC level (WPAdmin> Department/Class/Category>Royalty tab), and Location Item level (WinPRISM>Inventory Maintenance). Even though Location values can be viewed and edited from the DCC module as well as the Store Information module, updating by location can only be done from the Location-DCC level at WPAdmin/DCC/Royalty tab. Previously, the code allowed updating in Store Information, but now directs the user to update at the Location-DCC level. When in WPAdmin/Store Information/Miscellaneous tab and changing or adding a royalty percentage or minimum for a location and saving, the message, ‘The default royalty percentage or minimum has changed for this location. The Royalty values for

42

inventory can be updated for the location, or by DCC, in the Department/Class/Category module’ will display. The previous message, ‘The royalty percentage or royalty minimum amount/status has changed. All inventory items and proposed purchase orders will be changed. Do you wish to continue?’ has been replaced and no longer displays. The royalty values set at the Location level (Store Information) applies to all DCCs at that location, unless a specific value has been set for a DCC. Updating at the Location level is not allowed in order to get the users to manage the royalty values thru the DCC module and utilize the new features. The store may not always update all inventories at the same time or grandfather in some older items at a lesser cost. When in WPAdmin/DCC/Royalty tab for the same location used above, the royalty items are not active until a DCC is selected. After selecting a DCC the location royalty and DCC royalty values are populated with the default value that were entered in Store Information. The ‘Update All DCCs’ button can be clicked here to update all DCCs for that store location. The following prompt will display, ‘Update royalty percentage and minimum for DCCs, items, and proposed purchase orders at the selected location?'. The update will be made to all DCCs for that location in WinPRISM Inventory Maintenance and on all proposed POs. On that same dialog, the royalty values can be changed for a specific DCC level within the location. Once the royalty change has been under the DCC royalty value box and the 'Update inventory' button is selected all items in only that DCC for that location will be updated in Inventory Maintenance and on proposed POs. The following prompt displays, ‘Update royalty percentage and minimum for inventory and proposed purchase orders at the selected location and DCC(s)?’. **NOTE: for any royalty information to be output, the 'Apply Royalty' checkbox in Vendor Maintenance must be checked. When items are adopted into inventory, the royalty values set at the Location-DCC level are used as defaults. This feature is only available currently for Style-based items. Any previously adopted items can be updated using the ‘Update Inventory’ button on the Royalty tab. This feature will update both the style-based and non-style-based items, so when non-style-based items are adopted into inventory this update can be ran to populate the royalty information. In Vendor Maintenance when the 'Apply Royalty' checkbox is checked or unchecked the Royalty Update dialog still displays as before which allows updating at Inventory Maintenance and proposed POs.

WPAdmin – Database Connections 121 Database Connections Username and Password (317865)

The request was created due to an issue with the WPAdmin "Database Connections" module. Originally, when you opened the module, a login prompt would pop up, asking for the wpadmin username and password. The issue was that when you pressed "Cancel" at the login prompt, an error would appear stating "Attempted an unsupported operation." To correct the issue, the module will no longer prompt for a username or password.

43

Please note, once in the "Database Connections" module, it is the username and password used to access WPAdmin in the first place, that will be used to determine if the employee has rights to close the selected connections.

WPAdmin – A/R Export 2112 A/R Export (316223)

The A/R Receipt export file generated via WPAdmin>Receivables>AR Export, was not displaying the correct price amounts when a price override was used on a transaction. The export was pulling the original retail prices rather than the override prices. This has been corrected to pull from the override/ext price column when generating the export. Problems with A/R Exports (322567)

Various customers reported issues with default A/R exports on v20.9.0-2. In researching the issue, programming staff discovered that spaces were not being trimmed off within the export file. This issue has been corrected.

WPAdmin – General System Parameters 121 Art Instruction Defaults (316138)

The request was created to add a system parameter to WPAdmin General System Parameters under the Purchasing subgroup. The parameter is titled “Use previous value as art instructions default”. When this parameter is checked, any art instructions that are assigned to items become that item’s default art instruction when the items are adopted into other locations. If the parameter is not checked, the art instruction field will default to blank after the item is adopted into a location’s inventory even if at one time an art instruction was assigned when being adopted into a different location. Wording Change (316232)

This enhancement was generated to improve the wording of a label within the General System Parameters module of WPAdmin. The option in question was labeled "Send course comments to the Web" and was requested to display as "Send Section Comment from Course Request to the Web". This was successfully changed and displays correctly.

WPAdmin – Purge 122 Purging Terms (319504)

The request was created due to an issue with purging Terms and Course Requests in the WPAdmin "Purge Parameters" module. An error was occurring when certain fields in the database were set to NULL values. The issue has been corrected.

44

WPServer / WPConsole Customer Import (316208)

The comment fields for customer records were not being imported through the default Customer Imports in WPConsole. This has been corrected so that the comment fields are imported with the rest of the customer record. Import CSV Files (321992)

The request was created to alter the WinPRISM Import task to correctly import csv files for course/section enrollment when the files contain strings of multiple commas or quotation marks with no data in between. This has been changed and the WinPRISM Import/Export service within WPServer (WPConsole) now imports these files without issue. Import / Exports (331963)

The request was created due to an issue with various Custom exports from the WPConsole "WinPRISM Import/Export Interface" service. The "WinPRISM Import/Export Interface" had been rewritten and all of the standard exports were changed to trim leading spaces, trailing spaces, and to not include spaces in between each field. Section Import

If a Section Import contained a request with a closed term and a request with an open term, neither request will import into WinPRISM. Deleting the closed term request from the tables still did not work and the import is stuck. When an import contains closed terms, the record was previously left in the import table. This has been changed to remove the record from the import table if it cannot find a match to WinPRISM. Shipping Import (316187)

The Import files being processed by the Shipping Import/Export service in WPConsole were not being handled correctly. The code has been changed to process and handle the import file correctly, without creating exclusive access to the file. The Imports should work now. Various Exports (323235)

The request was created due to issues with multiple export interfaces in WPServer "WinPRISM Import/Export Interface" service. The following export interfaces were not trimming leading and trailing spaces: AR Receipt Export, AR Receipt Detail Export, and Customer Balance Export. Also a change was made to the "AP Credit Export" stored procedures which cause another issue and that has been resolved. Web Resend (328798)

The request was created due to an issue with the Web Resend stored procedure that Support uses to resend all web data from Winprism to WebPRISM. The stored procedure was not sending Sale Event data. The issue has been corrected.

45

POINT OF SALE

POS Register / Transaction Improvements

A/R Transactions

Account Sales (316156)

When doing an account sale using an account that does not allow non-merch, and attempting to add a non-merch item to the transaction, the non-merch item was being added even if the cashier selected "No" to not override the non-merch item. This no longer occurs. A/R Memberships (317892)

After adding new membership customer at the register on the POS Distributed database, the customer was not flowing to the Main database. This has been corrected so that new customers added at the register on a Distributed database flow correctly back to the Main database.

A/R Receipts with Datatel (316244)

A .net framework error was occurring while attempting to print A/R Receipts using Datatel. This error has been corrected.

A/R Rental Transactions (317889)

Previously if an A/R rental transaction was done, the A/R guaranteed tender was automatically set to be the same A/R tender that was used to tender the transaction. This has been changed so that the cashier can select a different account for tendering then for the guaranteed tender. Apostrophe in the Req. Number Field (316241)

When an apostrophe was being entered in the "Req. Number" field on the Customer Address screen, the register was locking up. This has been changed so that an apostrophe can be entered in that field without error. Customer Beginning with ST (317893)

When adding a customer ID beginning with "ST" at the register, the register was being put into Secure Terminal mode. This has been changed to allow a customer ID to start with ST while still allowing Secure Terminal mode when "ST" is entered at the "Enter Transaction" prompt.

46

Insert Printers

Check Endorsements Cutting Off Left Side (317869)

Check endorsements were not printing correctly and were being cut off on the left side. This has been corrected so that the checks print correctly.

Credit Card Name on Tender Half Sheet (316210)

The ability to add the credit card name on a Tender Half sheet has been added to WPAdmin > POS tab > Parameters > Receipt Templates > POS Sales Receipt Cust and POS Sales Receipt Merch. The added fields are "Credit Card Name Label" and "Credit Card Name". When checked the text printed in the Credit Card Name Label field will print on the receipt after the tender information followed by the name on the credit card anytime a credit card is swiped at the register.

Discounts (316155)

Discounts were not printing correctly on inserts. If a discount was given, the insert was always printing 0.00. This has been corrected so that when a discount is given on the transaction, the receipt and insert will both print the correct discount amount.

Miscellaneous

Adding a Penny to a Gift Card (316219)

An error was being given when doing a refund, and trying to put a penny back onto a gift card. This has been changed to allow a penny to be put back on a gift card through a refund.

Datatel Transactions (316283)

The request was created due to an issue with Datatel transactions taking too long to process at certain locations. Changes have been made so that queued messages are processed faster.

POS WPAdmin

Store Closing (316158)

When attempting to close the store, some stores received a message stating "all the pos transactions have not been copied". This was discovered to be a problem relating to merging customers with rental history. This issue has been fixed so that when rentals are done, the store is able to be closed without error.

Tender Module (321991)

A debug assertion error was displaying in the Tenders module (WP Admin>POS tab>Parameters) when attempting to "Edit POS System" by right-clicking on a detail line. This has been fixed so that the Edit Tender Code Dialog opens correctly instead of resulting in an error.

47

Transaction Inquiry A/R Refund (316212)

There was a very specific rounding issue during a Transaction Inquiry A/R refund that was causing an error. This has been fixed so that the Transaction Inquiry A/R refund is correct and sales balance.

Unable to Open Store – Cashier Delete Causing Update Jobs to Fail (317879)

Deleting a user and/or cashier was causing the update jobs to fail, which hindered the stores ability to open the store. This issue has been corrected, so that deleting a user no longer causes the jobs to fail.

Register Report (316173)

A specific user reported an error was being given at the register when attempting to run the RR command (Register Report). It was discovered that this error was due to the cashier name being longer than 46 characters. The code has been changed to truncate the cashier name to 46 characters on the Register Report. User Changes Cause Jobs to Fail (317867)

An error was being given in the POS update jobs when a user's password had been changed on ICS. This was causing issues when attempting to close the store, since the jobs were not running. This issue has been resolved.

Duplicate Card Options (317891)

A new option has been added to the Duplicate Credit Card Options field in WPAdmin > POS tab > Parameters > General Parameters. This option is called "Disable Prompt and Note". When set, the duplicate credit card prompt will not be given when the same credit card is used twice in a row and the "Duplicate CC warning for Card: #### shown" message will not be printed in the Global Note section on the receipt.

POS Locations in Discounts (316136)

Previously PRISM POS locations were being filtered out of the "Add POS Systems for Discount" dialog within the Discounts module (WP Admin>POS Tab>Parameters) and programming would have to manually add those PRISM POS location. This has been changed so that PRISM POS locations are included when right-clicking on the detail line and adding the location.

POS Miscellaneous CID Reason (316142)

The "cidreason" field was not storing the customer ID when doing a pay out from one gift card to a second gift card. This has been changed to store the customer ID in the "cidreason" field so that a post void against that transaction can be done.

Customers Created or Edited at Register (317887 and 316273))

When a customer was created at the register and the Address field was left blank, none of the other information entered for the customer was flowing over to Customer

48

Maintenance. This has been changed so that the customer information will flow even if there is nothing entered in the "Address" field. Additionally, the address information was not always flowing correctly to the main database when a customer was edited on a distributed register. This has been corrected. Received on Account (316290)

When a Received on Account (ROA) is done to a gift certificate using Shift4 to process the tender, the detail records were incorrect, causing the sales to be out of balance, so posting could not be completed. This has been changed so that when Shift4 is used to process an ROA pay in to a gift card the detail records are correct and sales can be posted.

Shift4 Closing (316286)

Shift4 was periodically failing at specific store locations, and the Windows service was being restarted. Changes have been made to correct this issue. Rental Customers in Transaction Inquiry (317917)

Rental customers were not being including or shown in Transaction Inquiry when a rental transaction was done on the POS register. This has been changed so that when a new customer is added at the register on a rental transaction, that customer flows and can be seen in WPAdmin > POS tab > Maintenance > Transaction Inquiry.

Rental Returns (317884)

The rental customer was not being displayed in the Search Results window when returning a rental. This was because customers entered without data entered in the "First" name field resulted in the Rental Customer field being blank. This has been corrected so that when a customer is entered without a first name, the Rental Customer field will still display the customer ID.

Rental Transactions (327808)

A foreign key error was being given when attempting to use an existing XREF with a different rental SKU. This has been changed, so that if an existing XREF is already in the system and a cashier tries to attach that XREF to a different SKU, a message is given that says "XREF (XREF) is already in use somewhere in the system. Item will not be added". The rental item is not added to the transaction.

Status on Rentals Not Returned Report (317878)

When running the Rental Number Maintenance > Rentals Not Returned report for all statuses, and the rental is not yet due, the status was showing as "Outstanding". This now shows a blank status.

Failsafe (317920)

Transactions done in failsafe were not flowing back to the Main Database. This issue has been fixed so that transactions ran in failsafe flow back to the Main Database and sync correctly.

49

Failsafe Settings (316144)

There was an issue with the update jobs running when changing from offline to updating mode through the registry. Within the registry, when the FailsafeStatus Data field was changed from offline mode to updating mode, the update jobs would fail to run and the register would be in a non working state. This has been changed so that when the Data field is manually changed in the Registry from offline mode to updating mode, the update jobs continue to run correctly. Purging OPOS (316280)

The request was created as an enhancement to Winprism. There was no mechanism to purge the "OposLog" table which was becoming very overpopulated. The table contains information about swiping credit cards at the register. Logic was added to the nightly tasks to purge any records older than one month.

Gift Certificates With Databases Out of Sync (316168)

When Customer ID's are out of sync between the ICS database and the distributed database, there was an issue with redeeming gift cards. This has been fixed so that gift cards can be redeemed, even if the Customer ID's are out of sync between databases.

WinPRISM 20.9 and PRISM POS (320211)

Previously, once a store was updated to WinPRISM 20.9, the PRISM POS system was not properly being updated from the ICS server. This has been fixed so that item updates flow properly to PRISM POS when a change is made in WinPRISM. WPPOS ODBC Connection (316282)

The request was created due to an issue with the WPPOSReg updater not correctly updating the ODBC driver on Windows XP machines when the ODBC DSN entry for "WPPOS" is spelled in lower case. The issue has been resolved.