Loading...
New Lifeline Support System! We want you to have a seamless experience with us, so we've updated our Lifeline Support Portal. The new system will better track your ticket progress and offer secure support options! Click Here

On-Premise POS

DIRECTOR 01 July 2022
01 July 2022
  • Mass Updates - corrected an issue that prevented the "Remove Filter" button from functioning in some cases
  • Item Details - added Pricebook ID field to "See All Zones" popup, and sorted grid by the new ID field
  • Resolved issue with capped excise tax on negative invoices
01 July 2022
  • Resolved issue w/ more than 9 PB zones and setting pricebookID
01 July 2022
  • Mass Updates - updated UI to retain filter by selection when changing the PB zone.
  • Item Details - added Zone name to Change History popup
  • Buydowns - corrected an issue that reset to the top of the buydown list after a buydown was saved
01 July 2022
  • Pricebook Zones - corrected Pricebook ID field to pad current IDs with zeros to help with sorting
  • Receiving - added logic to handle NC Excise tax rules
01 July 2022
  • Pricebook Zones - added Pricebook ID to pricebook zones to allow custom sorting of zones
  • Discounts - added support for Discount Sets
  • Mass Updates - changed Mass Updates screen to keep filters after changes are made
01 July 2022
  • Altria Scan Data - added capabilities to add more Loyalty UPCs for Skoal, Copenhagen, L&M, and ON! brands
01 July 2022
  • Spot Checks - updated Spot Check report to use item costs from adjustlog if there is one recorded
01 July 2022
  • Altria Scan Data - added capabilities to add more Loyalty UPCs for PM brand
01 July 2022
  • Ticket #384613 - Windows Handheld removing items in invoice - Updated logic to prevent double appending the store number to invoice number.
  • Scheduled changes - corrected an issue where scheduling a cost change would instead change the cost immediately
01 July 2022
  • Orders - corrected an issue where the system wasn't saving changes to column order on the Order Worksheet
  • Buydowns - corrected an issue that prevented filtering by buydown groups in some instances
01 July 2022
  • EDI invoices - Added option to get invoice # from file when using format 7
01 July 2022
  • Scheduled Cost Changes - corrected an issue that caused scheduled cost changes to affect the cost immediately
  • Orders - corrected an issue that allowed the "Generate Order" button to be clicked multiple times, creating duplicate orders
01 July 2022
  • Added return count, return value, no sale count to performance dashboard grid
  • Resolved issue with excluding returns on buydown sales report
  • Resolved issue with scheduling zero priced items report
01 July 2022
  • Made loyalty free item report more effecient
01 July 2022
  • Item Sales Report - Resolved issue with QOH in legacy item sales when rolling up links
01 July 2022
  • Discounts - resolveed an issue that prevented saving of Discount Items from the "Manage Items in Discount" popup
01 July 2022
  • Reports - updated a header on a custom report
01 July 2022
  • Altria loyalty club - Added sanity check when creating loyalty club discount; to prevent discounts from being configured incorrectly.
  • Discounts - Resolved issue when creating new discount showing erroneous message if filter type wasn't all items
22 March 2022
  • Added support for Altria loyalty club discounts
  • Reports - Added extended cost and retail to non sellers report
  • Ejournal Report - corrected StartIndex Cannot Be Less than zero error when running ejournal report
22 March 2022
  • Per customer request, Removed logic that subtracted payins from deposit in GL export
  • Fixed issue with queue and plu_changes records
22 March 2022
  • G/L Export - Added logic to handle negative after subtracting payin from safe
22 March 2022
  • Added Altria 2022 reporting requirements (checkbox to enable when running report)
22 March 2022
  • Added logic to not allow scheduled reports to run more than once per session
22 March 2022
  • Utility To Compare Prices Between Corporate And All Stores - Added logic to handle 3 decimal places in cost
22 March 2022
  • Reorders - corrected an issue that caused the QoH reorder point on individual items to be ignored in favor of the department level setting
  • Schedules - corrected an error message when adding schedule settings to the queue
22 March 2022
  • GL Export - Merged in logic to allow transfer holding codes for each store instead of global
22 March 2022
  • Returns Worksheets - added the ability to send returns worksheets settings to the stores
  • Mass Updates - Added a filter for items not eligible for discounts
22 March 2022
  • Mass Updates - corrected an issue that cause the Mass Updates grid to show incorrect pricing in some rare instances
22 March 2022
  • EDI Orders - Added alternate naming setting for Order Format 5
  • Mass Updates - fixed an issue that caused some buttons not to be visible on lower resolutions
  • Favorite Reports - corrected an issue that caused selected departments not to save for some report types
  • Mass Updtaes - corrected an issue where Mass Updates would display the incorrect prices for items in some instances
  • Inventory Evaluation Report - Resolved page break issue
  • Item Sales Report - Resolved issue that caused this report to show incorrect quantities on hand in some instances
22 March 2022
  • Returns Worksheets - Added sellable status to EDI file for FasTrax Warehouse
22 March 2022
  • Mass Updates - added the ability to filter by Alias
22 March 2022
  • Utility To Compare Prices Between Corporate And All Stores - Updated utility to handle price exceptions
22 March 2022
  • New Utility - Added utility to compare corp and stores pricing and display in grid or file
22 March 2022
  • Phillip Morris USA (PM USA) Loyalty Plus Offers - Resolved queue dupe check issue
22 March 2022
  • Phillip Morris USA (PM USA) Loyalty Plus Offers - Added schema changes for queue
22 March 2022
  • L&M Loyalty CodeFixed issue with L & M code not correctly populating in some instances
  • Phillip Morris USA (PM USA) Loyalty Plus Offers - Fixed issue with queue logic
22 March 2022
  • Scan Data Report - Updated logic to write 0 line if price is 0 because of coupon
18 October 2021
  • Scan Data - corrected an issue that caused price to report as negative in some cases
  • Scan Data - added "Use FTP Helper" option for PM scan data (this setting must be used to send to SFTP)
18 October 2021
  • Item Sales Report - corrected an issue where the "exclude returns" option did not function when filtering by vendor
18 October 2021
  • ITem Sales Report - corrected an issue where this report would not group by Subgroup when that option was selected
  • Item Sales Report - resolved an error message that prevented this report from running when filtered by Margin
  • Item Sales Report - resolved an error message that prevented this report from running when filtered by day of the week
18 October 2021
  • Item Sales Report - Added an option to the Item Sales to exclude returns
18 October 2021
  • System Discounts - Added support for Loyalty Plus discounts from Altria
18 October 2021
  • System Discounts Report - Added option when running system discounts report to not scrub return data
18 October 2021
  • Rabbit MQ - corrected an issue with certain types of queue records sending through RabbitMQ
18 October 2021
  • Scan Data - corrected an issue with the L&M loyalty code implementation
18 October 2021
  • Scan Data - added support for L&M loyalty code to Altria Scan Data report
18 October 2021
  • Queue - Resolved an issue that was causing permissions to send individually for all users in a group rather than sending group permissions
  • Inventory Eval Report - Resolved an issue with this report not taking into account items can belong to more than one buydown
18 October 2021
  • Employees - corrected an issue where some permissions were not saving correctly on new employees
18 October 2021
  • Queue - Corrected an issue when sending large updates through the queue that prevented the records from properly flagging a sent
18 October 2021
  • Experimental Reporting - corrected an issue with the quantity on hand being incorrect when experimental reporting is enabled
  • Item Sales Report - Corrected an issue that caused quantity on hand to show blank in some instances
18 October 2021
  • Receiving - Added a new setting to Auto Queue cost changes when applying invoice.
  • EDI Orders - Added an option to EDI Order Format 5 to create the file with only the PO number as the filename
18 October 2021
  • GL Export - corrected an issue that caused PayIns to subtract from the Safe deposit repeatedly in some cases
09 June 2021
  • Queue - corrected an issue that prevented "PLU_Changes" records from sending to stores
  • Fuel Recon Report - corrected an issue that prevented the report from running
09 June 2021
  • Updated item details logic when applying from template to log template changes and better prompt user of actions being taken
09 June 2021
  • Corrected issues found during testing
09 June 2021
  • PM Scan Data - added a setting to flip the multipack flag for Manufacturer Loyalty Discounts
  • Queue - corrected an issue that prevented large numbers of employee permissions from sending to stores
  • Orders - corrected an issue that prevented an order from sending through EDI if a Vendor Part Kit was on the order
  • Suspended Sales Report - (Enhancement) Report for all suspended sales - Added Suspended Sales to Sales Reports
09 June 2021
  • Vendor Part Kit - corrected an issue that would allow a user to create a new kit with no items
  • Invoices - added an option to automatically append date to an invoice number for use when vendors are reusing invoice numbers
  • System Discounts - Added filter by name feature to discounts user control.
09 June 2021
  • PM Scan Data - Added ability to add PM scan data loyalty codes to multiple stores.
  • Fuel Sales Report - Added Filter by Sale Type to Fuel Sales Report.
  • Commission Report - added a "Details" option to this report
  • Item Sales Report - corrected an issue that caused a duplicate error when filtering by vendor in some cases
  • Negative Cashier Report - Added an option to run a summary version of this report
  • Employee Scheduler - corrected an issue that caused time to be displayed in 24h format in some areas
  • Invoices - Added an option to group printed invoices by department
  • System Discounts - updated discounts to prevent multiple discounts from having the same name
  • Director Permissions - added new permission to allow/disallow deletion of time clock entries
09 June 2021
  • GL Export - Updated GL Export logic to handle Pay-Ins correctly
09 June 2021
  • EPA Report - Added Allowable Variance Formula To EPA Report
  • Buydown Sales Report - Added Option To Exclude Returns
09 June 2021
  • Department Sales Report - Updated department sales group by department to show details
09 June 2021
  • EDI settings - corrected an issue that prevented EDI settings from sending to stores
  • Cycle Counts - updated Cylce Count Reports to show store number even if there is no other data present
  • Undo Changes Utility - fixed sort order to show/undo changes from newest to oldest
09 June 2021
  • Reports - Dept Sales Report - Added ability to filter by department when grouping by department group
09 June 2021
  • Discounts - corrected an issue that prevented a discount from being properly deleted from a store after the store was removed from the discount
09 June 2021
  • Vendor Part Kits - corrected an issue that caused costs not to update correctly in some instances
09 June 2021
  • Item Sales Report - Updated reports to use SUM of QOH.
  • Added access to legacy item & dept sales reports when experimental reporting is enabled.
09 June 2021
  • E-Journal Report - Added the last 4 digits of the credit card to the e-journal report.
09 June 2021
  • Vendor Part Kits - Updated logic to resolve calculation issues.
09 June 2021
  • Item Sales report - Update QOH logic to only populate 1 record per upc/store
09 June 2021
  • Scan Data Report - Updated negative coupon amount on returns to show correctly on RJR scan data report.
09 June 2021
  • Scan Data Report - Added a popup for the user to select filter when listboxes are not visible for departments.
  • EDI - Added option for PO EDI format 10 to only have the PO number in the title.
  • Orders - Updated logic to include the Added Date.
  • EDI REturns - Update logic when return to disregard the Do Not Order status.
  • ADs - Updated logic to fix issue with Ads campaigns printing incorrectly.
  • Tax Rates - Added checkbox to indicate if the tax is tiered.
  • Reports - Updated logic to resolve issue with filtering by "Report Group 3".
  • Price Exceptions - Updated logic to resolve issue.
09 June 2021
  • Pricebook Zones - Updated changelog text when saving for selected zones.
09 June 2021
  • Scan Data Report - Updated logic to format with 2 decimals when writing to RJR scan data file.
09 June 2021
  • Retail Scan Data Report - Added ability to set codes per store for new UST loyalty program.
  • Sales Tax Report - Updated sorting to sort correctly on additional pages.
  • Invoice Report - Updated logic to only display for selected stores.
09 June 2021
  • Reorders - Resolved union issue with item find utility.
09 June 2021
  • Scan Data Report - Resolved issue with divisors in report.
  • Reorders - Updated the dataset to fix issue with item find utility.
  • EDI Returns - Updated logic when sending EDI to check for negative quantity before checking if the item is Do Not Order.
09 June 2021
  • Discounts - Updated logic when queue item setting is false.
09 June 2021
  • Scan Data Reports - Updated the ITG and RJR report dividing the coupon amount by the quantity.
  • Sales Reports Using SQLKata - Added option to run (Department Sales Report and Item Sales Report) reports using summary formats.
  • Daily Reconciliation Report - Updated reports to correct error with starting till.
  • Register Z Report - Corrected the store coupon amounts on reports.
09 June 2021
  • Discounts - Fixed issue with discount item using template reference PLU when setting to send discount items is enabled and applying template.
09 June 2021
  • Queue - Added setting to queue discount items.
09 June 2021
  • Queue - Added sanity check when adding discounts to queue.
09 June 2021
  • Orders - Fixed issue with CheckOrderForDoNotOrderItems loop.
09 June 2021
  • Sales Tax Report - Added logic to handle standalone mode.
09 June 2021
  • Dashboard Performance Report - Updated to display report correctly.
09 June 2021
  • Updated parameters in invoice detail report.
09 June 2021
  • Added debug log when printing invoice report.
09 June 2021
  • GP Accounting Export - Added schema changes to make sure columns are displayed correctly.
  • Item Sales Report - Updated script logic for the report to make sure all items show when filtering by Vendor.
  • Orders - Added logic to highlight description of items in yellow if the system recommends >0.
  • Discounts - Added logic to queue discount when updating item or trigger items.
  • Pricebook Zones - Added logic to refresh price/cost after opening all zones popup.
09 June 2021
  • Orders - Added logic when sending orders or converting working orders to check each item's active status.
  • Mass Updates - Added logic to item details to discounts popup.
09 June 2021
  • Item Sales Summary Report - Fixed query pulling incorrect data.
  • GL Balances Tool - Added option to validate data when exporting and notify user of errors.
  • Mass Updates - Updated logic when making price/cost changes in corporate mode.
09 June 2021
  • Orders - Updated filters and logic flow
09 June 2021
  • Item Sales Report - Updated report parameters.
09 June 2021
  • House Account - Fixed query when pulling taxes for house account invoices and e-journal report.
09 June 2021
  • Mass Updates - Updated logic to round to 2 decimal places when necessary.
09 June 2021
  • Updated inventory eval and item sales report queries to not use function when filtering.
  • Cycle Counts - Added logic to adjust costs when opening the cycle count.
09 June 2021
  • HLA EDI - New enumeration ("Store-Acct Num") added for "Format 5" to retrieve files having "Account Number" in the filename.
  • Users - Updated logic when updating user group handheld permissions to apply to user immediately, updated permissions.
  • Scan Data Report - Added space between header address and value for MSA report.
  • Scheduler - Updated to handle stores/employees past midnight.
  • Scan Data Report - Updated report to use the different tree options to filter report.
  • Stores - Added ability to send accounting codes through the queue.
  • Negative Item Report - Added cost option to report.
  • Copy Invoice Rev Qty - Added invoice date to copy invoice functionality.
  • System Discount - Updated logic when looking for priority numbers.
  • Daily Reconciliation Report - Updated report to give correct values.
  • Working Orders - Updated logic for copying schedules.
  • Loyalty - Added ability to add special characters and notes to customers.
  • Orders - Updated reports for orders to show more details for item description column.
  • Item Movement - Added new permission and new tab in Inventory to unapply movements.
  • Sales Tax Report - Updated logic for report to query the store for tax name and rates.
  • Loyalty Coupons - Added default field settings to prevent coupons from not being pulled correctly on sale.
  • Customer Activity Report - Updated logic to resolve issue.
  • Vendors - Added ability to merge Vendors in User Support Utilities.
  • Reports - Updated logic to allow switching between Director and reports.
  • Pricebook - Updated caption to setting pricebook color scheme.
  • Orders - Added logic to check for do not order flag before sending EDI and converting from working order to order,
  • Summary Reports- Refactored QOH to not get data unless needed.
  • Queue Report - Cleaned up logic to run in corporate mode.
  • Merged release version with previous patch version.
09 June 2021
  • Queue - Update queue logic.
  • Retail Scan Data - Added ON! Loyalty UPC field to report.
  • Updated item details screen, moved the link info to show the vendor part grid in small screens
09 June 2021
  • Dashboard Report - Addressed to be more user friendly when running.
  • Item Templates - Updated logic to allow item templates to queue correctly with discounts and buydowns.
  • Database - Added Summary Data Tables to schema changes.
  • Vendors - Updated logic to make sure the store info is completely added to database so store updates in queue can be sent down to stores.
  • Dept Sales Report - Updated logic to allow for grouping by department.
  • Summary Data Reports - Updated logic to allow multi select.
  • Invoice Detail Report - Updated report to pull data correctly when searching by vendor or invoice number.
  • System Discounts - Updated logic to resolve issue with user priortiy.
  • Scan Data Report - Updated logic to remove returns that have a price of 0.
  • Item Sales Report - Updated reports to show QOH as a decimal value.
  • Director - Updated logic to allow switching back to director in taskbar.
  • Queue - Update the queue PLU changes to use chunks.
  • Loyalty Reports - Update logic to resolve issue with mismatching reports.
  • Enhanced Loyalty - Updated log for campaign losing points to show the negative amount that was moved. Also changed logic to add points to the receiving campaign before deducting the points from losing campaign.
  • Vendor Part Kits - Updated logic to resolve duplications when adding items.
  • Uplift Reports - Updated report to resolve issue with store numbers.
  • House Accounts - Updated the dataset to get the sum of the tax exempt sales.
  • Queue - Updated the batch queue records process.
  • Daily Reconciliation - Update logic when deleting daily recon to also delete at corp. As well as update ability for recon admin to delete completed daily recon.
  • Item Sales Report - Updated parameters sent to report.
  • Logins - Updated dataset that populates the login screen name options to filter out users that have no Director permissions.
09 June 2021
  • Queue - Addressed issues Queue optimization, cleaned up the UI.
09 June 2021
  • Fuel Sales By Day Report - Added fuel sales by day report to allow balancing between FTX and Fuel Smart.
09 June 2021
  • Reports - Added option to use Dymo printer helper.
  • Queue - Addressed issues for Queue optimization.
09 June 2021
  • Queue- Added option to use MSMQ to send data to stores.
  • CrossTab Sales Report - Expanded the column wide to show values.
  • EDI - Updated logic to prevent POs over 90 days old.
  • Buydowns - Changed the precision of Part Of Carton to show 6 decimal places.
  • Invoices - Updated logic when using Copy Rev Qty function to make the surcharge negative.
  • EDI - Added error message for format 5 when the vendor part exceeds 6 characters.
  • Scan Data Report - Updated header for MSA report.
  • Pending Transfers - Updated logic to select the current store as the To store and disabling it when in store mode.
  • Non-Sellers Report - Create new excel format report.
  • EDI - Added the Order RowID to the end of the file name to be unique for Capital Candy files.
  • Vendors - Updated logic to make sure items are pulled correctly from vendors and alternate vendors.
  • Summary Reports - Added QOH to reports for filtering.
  • Invoices - Updated logic with copying invoices to calculate sucharge amount correctly.
  • Cycle Count Reports - Updated child costs so the calculation between Hybrid Report and Worksheet will be the same.
  • Loyalty Module - Updated logic to resolve problems with coupons printing regardless of whitelist filter and suppressing redundant message for campaign selection.
  • Scheduled Report - Updated logic to make sure correct date ranges are used for reports.
  • Item Sales Report - Update report to resolve issue with sub groups.
  • Items - Updated logic to not allow items marked "Do Not Order" to not be ordered.
  • Kit Items - Updated kit items screen to not update to queue when pressing the "X" close button.
  • Purchase Analysis Report - Updated report to run correctly.
  • Vendors - Updated logic to make sure the store info is completely added to database so store updates in queue can be sent down to stores.
  • Loyalty Customers - Updated logic to allow multi-select deletion and keeps customer selection after updating.
  • Department Sales Report - Updated logic to allow filtering when grouping by department.
  • Summary Data Reports - Updated logic to allow multi selection.
01 February 2021
  • moved change log from local excel spreadhsheet to this document
  • modified PODataWorkingPopup.vb to look at invoices for last week key items and look at working orders instead or actual orders for this week
  • Procs affected: upKeyItems_GetQtyOrdered_Working
  • added item description to grid in vendor part kits Procs affected: upMultVendKit_GetAll upMultVendKit_GetAll_ById
  • upMultVendKit_GetAll_ByPartNum
  • added vendor part kit support to Receiving_Worksheet Procs affected: upMultVend_getByPartandVendor
  • added ability to preview or print most reports
01 February 2021
  • wired up backorder items added table BackorderItems (use CreateTable_BackorderItems.sql) Procs affected: upBackOrderItems_GetAll
  • upBackOrderItems_GetAllByStore upBackOrderItems_GetAllByVendor upBackOrderItems_GetAllByVendorStore upBackOrderItems_Insert
  • upBackOrderItems_Delete upBackOrderItems_DeleteAll upRcvData_GetDetails_ByVendorPart_WithPO
  • modified adjustments report to optionally include invoices & cycle counts Procs affected: upReports_InvAdjustments_NoFilter
  • upReports_InvAdjustments_ByDept upReports_InvAdjustments_ByCategory upReports_InvAdjustments_ByMajorCat upReports_InvAdjustments_ByManuf
  • upReports_InvAdjustments_ByProdGroup upReports_InvAdjustments_ByReportGroup1 upReports_InvAdjustments_ByReportGroup2
  • upReports_InvAdjustments_ByReportGroup3 upReports_InvAdjustments_ByReportGroup4 upReports_InvAdjustments_BySubGroup
  • added Reorder Schedule added table ReorderSchedule (use CreateTable_ReorderSchedule.sql) Procs affected: upReorderSchedule_Delete
  • upReorderSchedule_GetAll upReorderSchedule_GetByRunDay upReorderSchedule_Insert upReorderSchedule_UpdateLastRan
  • modified queue so that if an update is not sent, user can stop processing
  • added logic in buydowns so that the datagrid returns to last known row after updates
  • changed all time pickers to show up/down indicator instead of calendar dropdown
  • added active flag and store selected flag to CorpStores table (use AlterTable_CorpStores.sql)
  • link pop-up still shows it (for reporting) but other drop downs do not and in-active stores cannot have things added to queue for them.
  • Store selected flag remembers which stores where selected when you exit/re-open the program. Also added fields for default excel file path
  • And default excel tab name for custom excel reports Procs affected: upCorpStores_GetActive upCorpStores_GetAll upCorpStores_GetAll_WithCorp
  • upCorpStores_GetAllInZone upCorpStores_GetSingle upCorpStores_Insert upCorpStores_Update upCorpStores_Upsert upCorpStores_UpdateSelected
  • upCorpStores_UpdateExcelInfo upCorpStores_GetSingleWithExcelInfo upCorpStores_GetUniqueExcelFilePaths
  • added confirmation when turning a working order into an actual order
  • modified consistent item ordering to only look at positive invoices Procs affected: upKeyItems_GetQtyInvoiced
01 February 2021
  • created custom recap report added table tmpRecapReport (use CreateTable_tmpRecapReport.sql)
  • fixed divide by 0 error in cost change report Procs affected: upRcvData_GetCostChanges
01 February 2021
  • modified item details to insert/update class field Procs affected: upPLU_Update
01 February 2021
  • re-implemented key-lok code so that the program requires the USB key-fob to be in place
  • modified support utilies to import corporate database with pricebook zone Procs affected: upPRC_DATA_InsertWithPBZoneandCost
  • added support for UDL file. program looks for FasTraxSQL.udl in application path and sets connection string accordingly
  • modified EDI reorder so that when previewing a file, it shows the qty. This will help determine if the invoice is negative (credit) or not
01 February 2021
  • added Update Cost field to receiving worksheet grid so that cost can optionally be updated
01 February 2021
  • fixed bug in reorder to use the vendor part qty when calculating qty to order in all instances
  • fixed bug in receiving in store mode so that if an invoice is resaved old invoice qty's are backed out before new ones are applied
  • changed cashier display name textbox to only allow up to 15 characters
  • added prompt when converting working order into actual order to notify that the store had not sent their changes in if the status of the working order is not Received From Store
  • when the working order is converted into actual order
  • modified recap report dataset to support payins Procs affected: upReports_RecapReport_GetPayIns (use UpdateProcs.sql)
  • modified Buydowns (update to PRC_ADJ table) to take into account pricebook zones (use AlterPrcAdj.sql) Procs affected:
01 February 2021
  • fixed bug in cycle counts report (not rolled up) where the variance was based on expected qty not orig qty
  • fixed bug in specialty pricing where it was possible to send an empty prc_data dataset in addition to the regular dataset causing an error (no XML file) when you tried to send from the queue
01 February 2021
  • changed reorder by days of inventory so that if the current qty on hand is less than 0,
  • it will not take it into account when creating the order regardless of what the checkbox says
01 February 2021
  • changed mass updates to allow direct grid updating of description,
  • retail and cost Procs affected: upPLU_UpdateFromDirectGrid (Use UpdateProcs.sql)
  • added ability to show reorder calculations (added ShowReorderCalculations to SETTINGS module in INI file)
01 February 2021
  • added logic for processing Hackney EDI files locally
  • added gift cards logic including: new ini setting ShowGiftCards (bit) in [SETTINGS] section (default to false)
  • new UDL file for gift cards (TenderProcessor) DB (FasTraxGiftCards.udl) v1.35 10/21/210 Zack McAnally
  • in the receiving worksheet, hid the apply to store immediately checkbox if not in corp mode
  • added original PLU qty field to Rcv_Data to correct issue with resaving invoices (Use AlterRcv_Data.sql)
  • Procs affected: (Use UpdateProcs.sql) upRcvData_UpdateOriginalPLUQty upRcvData_GetOriginalPLUQty
  • modified the reorder algorithm for weeks of inventory to work of the least common denominator and not use rollup decimal
01 February 2021
  • fixed bug in reorder grid where the join statement exluded the vendor id Procs Affected: upPOrdData_GetDetailsByRowID
  • added ability to view cycle count before the count has ended Procs Affected: upCycleCountHeader_GetAll upCycleCountHeader_GetAllbyDate
  • upCycleCountHeader_GetAllbyDateAndStore upCycleCountHeader_GetAllByStore
  • added new chron inventory movement report (created table tmpInventoryMovementReport) Procs Affected: uptmpInventoryMovement_Insert
  • uptmpInventoryMovement_GetAllByReportID upReports_ChronMovement_Invoices upReports_ChronMovement_Sales upReports_ChronMovement_Adjustments
  • upReports_ChronMovement_AdjustmentTo upReports_ChronMovement_AdjustmentFrom upReports_ChronMovement_BreakDown
  • upReports_ItemAudit_GetCycleCounts upReports_ItemAudit_GetInventoryReconcile
  • added PDA integration into inventory worksheet
01 February 2021
  • added ability to init database from support utils Procs affected: upInitDatabase
  • finished wiring up sending store updates to empty database Procs affected: upDirectorLogins_GetAll upDirectorLogins_GetSingle
  • added ability to print inventory variance report before inventory is reconciled
  • fixed bug in printing previous invoices where it ignored preview flag (auto-print)
  • added ability to run cycle count report and only show variance items
  • added ability to run inventory report and only show variance items
  • changed buydowns so that when adding a buydown,
  • the same record is added to the PRC_ADJ_ARCHIVE (alter tabled PRC_ADJ_ARCHIVE - added buydownGUID column - use AlterPrcAdjArchive.sql)
  • Procs affected: upBuydownsArchive_Upsert
  • added ReportTaxRate column to CorpStores and StoreNumber to tmpSalesTaxReport tables to show the tax rate on the Sales Tax Report (use AlterCorpStores.sql - and AltertmpSalesTaxReport.sql)
  • Procs affected: upCorpStores_GetAll_WithCorp
  • upCorpStores_GetAll upCorpStores_GetSingle upCorpStores_GetActive upCorpStores_Update upCorpStores_Upsert upCorpStores_Insert
  • upReports_SalesTax_Insert upReports_SalesTax_GetAll
  • added ability to view/delete orphaned buydowns @ store from corp (change to FTCorpwebservice program)
  • fixed bug in transfer/adjustments where total cost was not being multiplied out (change to FTCorpwebservice program)
  • changed PDA inventory to look at open BO inventory list (change to FTCorpWebservice program)
  • Procs Affected: upPDA_Inventory_GetOpenBOInventoryList
01 February 2021
  • began new cycle count batch program (use CreateCycleCountBatchDetails, CreateCycleCountBatchHeader to create tables)
  • Procs affected: upCycleCountBatchHeader_GetAll upCycleCountBatchHeader_GetAllByDate upCycleCountBatchHeader_GetAllByDateAndStore
  • upCycleCountBatchHeader_GetFinished upCycleCountBatchHeader_GetFinishedByDate upCycleCountBatchHeader_GetFinishedByDateAndStore
  • upCycleCountBatchDetails_GetByGUID upCycleCountBatchDetails_UpdateQtySold upCycleCountBatchDetails_UpdateFloorCount
  • upCycleCountBatchDetails_UpdateBackRoomCount upCycleCountBatchDetails_GetUncountedByGUID upCycleCountBatchDetails_SetToZero
  • upCycleCountBatchHeader_FlagAsFinished upCycleCountBatchHeader_Insert upCycleCountBatchDetails_Insert upCycleCountBatchDetails_LookupItem
  • upCycleCountBatchDetails_UpdateSnapshot upCycleCountBatchDetails_AppendFloorCount upCycleCountBatchDetails_AppendBackRoomCount
  • upCycleCountBatchDetails_UpdateFloorCountFull
  • grid in mass updates remembers position after deleting
01 February 2021
  • continued to evolve cycle count batch program (use AlterBatchTables for schema updates)
  • Procs affected: upCycleCountBatchDetails_UpdateBackRoomCount upCycleCountBatchDetails_UpdateFloorCountFull
  • upCycleCountBatchDetails_UpdateFloorCount upCycleCountBatchDetails_LookupItem upCycleCountBatchDetails_Insert
  • upCycleCountBatchDetails_GetCounts_All upCycleCountBatchDetails_GetCounts_Uncounted upCycleCountBatchDetails_GetCounts_Variance
  • upCycleCountBatchHeader_GetByGUID upCycleCountBatch_DeleteByGUID upCycleCountBatchHeader_GetUnfinished
  • upCycleCountBatchDetails_UpdateBackRoomCountFull
  • added option to hide QOH on order reports
01 February 2021
  • added ability to send inventory defs to store Procs affected: upInv_Def_Delete_ByName
  • added DebugLog table/view (Use CreateTableDebugLog.sql) Procs affected: upDebugLog_Insert upDebugLog_GetAllByStore
  • upDebugLog_GetSessionsByDateRange upDebugLog_DetailsBySession
  • added support for exporter to send batch cycle counts to corp Procs affected: upCycleCountBatchHeader_GetForCorp
  • upCycleCountBatchHeader_UpdateFromCorp
  • fixed bug in Ejournal Report where Reg Num was not taken into consideration (user AlterTmpEjournalDetails.sql)
  • Procs Affected: upReports_Ejournal_InsertDetails upReports_Ejournal_GetReceiptsByReceiptRange
  • renamed Cycle Count stuff to Spot Checks and Cycle Count Batch stuff to Cycle Counts
  • modified Cycle Counts so that you can filter on all, finished or open Procs Affected: upCycleCountBatchHeader_GetOpenByDate
  • upCycleCountBatchHeader_GetOpenByDateAndStore
01 February 2021
  • added highlight logic to the list of stores updates on the dash so that stores that have not sent updates in the last 3 hours will be highlighted and noted
  • changed all negative seperated inventory eval reports so that there is a page break before the negatives
  • change sort on item sales report Prcs affected: upReports_ItemSales_NoFilter upReports_ItemSales_BySubGroup upReports_ItemSales_ByReportGroup4
  • upReports_ItemSales_ByReportGroup3 upReports_ItemSales_ByReportGroup2 upReports_ItemSales_ByReportGroup1 upReports_ItemSales_ByProdGroup
  • upReports_ItemSales_ByPLU upReports_ItemSales_ByManuf upReports_ItemSales_ByMajorCat upReports_ItemSales_ByDeptGroup upReports_ItemSales_ByDept
  • upReports_ItemSales_ByCategory
  • added total label (qty & dollar) to the transfer/adjustment screen
  • made maximum length of the department fields match POS constraints
  • made maximum length of the PLU fields match POS constraints
  • added datepicker to EDI receiving screen instead of using NOW for invoice date
  • added support for Renfro in EDI receiving (file based)
  • added support for receiving batch cycle counts from store Prcs affected: upCycleCountBatchHeader_GetForCorp
  • upCycleCountBatchHeader_UpdateFromCorp upCycleCountBatchDetails_GetForCorp upCycleCountBatchDetails_UpdateFromCorp
  • upCycleCountBatchHeader_Upsert upCycleCountBatchDetails_InsertForCorp
  • modified PDA receiving so the applied flag is flipped when an invoice is saved Procs affected: upPDA_Receiving_AddRcvDef
  • added "Counted" filter to Cycle Count Batch worksheet Procs affected: upCycleCountBatchDetails_GetCountedByGUID
  • fixed bug in Reg Z Report where system discounts were not being shown (run AltertmpRegZReportMain.sql)
  • Prcs affected: upReports_RegZ_GetSysDiscounts uptmpRegZReportMain_Insert uptmpRegZReportMain_InsertForDateRange uptmpRegZReportMain_GetAll
01 February 2021
  • added option to see rollup view in the cycle count program Procs affected: upCycleCountBatchDetails_GetByGUIDAndUPC
  • fixed bug where links are not being cleared when a UPC is deleted Procs affected: upInvInfo_DeleteLinks
  • added option to clear POS receipt info in the init portion of the support utilities program
  • moved all inventory based programs under inventory and added definition tab and remove cycle count tab
01 February 2021
  • created shelf label report for SJTS format (2" x 1" with box around retail)
  • fixed bug in eJournal report where if 2 registers in the selected date range had the same receipt number their data could get meshed together.
  • added option for sending message to store when PRC_DATA changes are made (SendMessageToStoreWhenUpdated=1 in [Settings] section of FasTraxDirectorSettings.INI)
01 February 2021
  • added ability to edit inventory definition
  • added ability to run inv eval report by UPC Procs affected: upReports_InvSnapShot_ByUPC upReports_InvEval_ByUPC
  • fixed bug in Item Analysis where invoices where being flagged as "Other" Procs affected: upAdjustLog_GetTop30ByStoreAndUPC
  • added QOH to item sales report Procs affected: upInv_Qty_GetSumByUPCAndStoreList
01 February 2021
  • fixed bug in specialty pricing where standard prices do not get Zone ID
  • added variance dollars to cycle count grid
  • changed cycle count logic to use QOH instead of sales
01 February 2021
  • changed cycle count logic back to using sales
  • fixed bug in tree report where MC, Manuf and Prod Group were off because we moved the columns in grid around
  • changed inv eval report so it can be filtered for items whose QOH <> 0 (replaced > 0 option)
01 February 2021
  • made columns in cycle count worksheet read-only
  • made printing of cycle count worksheet disabled for open counts outside of worksheet
01 February 2021
  • cycle count worksheet now highlights breakdowns in yellow
  • added activity popup (double click grid row) in cycle count worksheet
01 February 2021
  • modified Cycle Count to take 2 snapshots (1 for QOH and 1 for scan) Schema affected: alter table CycleCountBatchDetails
  • add SnapShotTaken bit default(0) alter table CycleCountBatchDetails add ScanTimeStamp datetime alter table CycleCountBatchDetails
  • add QtySoldSinceSnapshot int default(0) Procs affected: upCycleCountBatchDetails_LookupItem,
  • upCycleCountBatchDetails_UpdateSnapshot,
  • upCycleCountBatchDetails_UpdateBackRoomCountFull,
  • upCycleCountBatchDetails_UpdateFloorCountFull,
  • upCycleCountBatchDetails_UpdateBackRoomCountAndSnapshotTimeStamp,
  • upCycleCountBatchDetails_UpdateFloorCountAndSnapshotTimeStamp,
  • upCycleCountBatchDetails_UpdateQtySold,
  • upCycleCountBatchDetails_GetByGUID,
  • upCycleCountBatchDetails_GetByGUIDAndUPC,
  • upCycleCountBatchDetails_GetCountedByGUID
  • upCycleCountBatchDetails_GetUncountedByGUID upCycleCountBatchDetails_GetVarianceByGUID
01 February 2021
  • changed Inv Evaluation report to allow more filter options for QOH Procs affected: upReports_InvEval_NoFilter upReports_InvEval_ByUPC
  • upReports_InvEval_BySubGroup upReports_InvEval_ByReportGroup1 upReports_InvEval_ByReportGroup2 upReports_InvEval_ByReportGroup3
  • upReports_InvEval_ByReportGroup4 upReports_InvEval_ByProdGroup upReports_InvEval_ByManuf upReports_InvEval_ByMajorCat
  • upReports_InvEval_ByDeptGroup upReports_InvEval_ByDept upReports_InvEval_ByCategory upReports_InvSnapShot_ByCategory
  • upReports_InvSnapShot_ByDept upReports_InvSnapShot_ByDeptGroup upReports_InvSnapshot_ByMajorCat upReports_InvSnapShot_ByManuf
  • upReports_InvSnapShot_ByProdGroup upReports_InvSnapshot_ByReportGroup1 upReports_InvSnapshot_ByReportGroup2
  • upReports_InvSnapshot_ByReportGroup3 upReports_InvSnapshot_ByReportGroup4 upReports_InvSnapShot_BySubGroup upReports_InvSnapShot_ByUPC
  • upReports_InvSnapshot_NoFilter
  • modified Reg Z Report query to take system discounts out of dept sales Procs affected: upReports_RegZ_GetDeptDetails
  • changed reg z count query to sort by date time desc instead of z counter desc Procs affected: upRegZCnt_GetTop25ZsByStoreAndReg
01 February 2021
  • changed PLU reports in mass updates to have 8 point font
  • added ability from item analysis to switch to purchase unit/subunit links
01 February 2021
  • changed mass updates to enter coupon barcode instead of coupon name when adding coupons
  • changed dash to only show active stores
  • fixed bugs in Z report regarding discounts and return amounts Procs affected: upReports_RegZ_GetReturnsValue upReports_RegZ_GetReturnsCount upReports_RegZ_GetDeptDetails
  • changed mass updates grid to support pricebook zones Procs affected: upPLU_GetForGrid_All upPLU_GetForGrid_ByCost
  • upPLU_GetForGrid_ByCost_GreatherThan upPLU_GetForGrid_ByCost_LessThan upPLU_GetForGrid_ByDeptGroup upPLU_GetForGrid_ByDeptNum
  • upPLU_GetForGrid_ByDescription upPLU_GetForGrid_ByDescription_Contains upPLU_GetForGrid_ByDescription_EndsWith
  • upPLU_GetForGrid_ByDescription_Equals upPLU_GetForGrid_ByMajorCat_Category_Manuf upPLU_GetForGrid_ByMajorCat_Category_Manuf_ProdGroup
  • upPLU_GetForGrid_ByMajorCat_Category_Manuf_ProdGroup_SubGroup upPLU_GetForGrid_ByMajorCategory upPLU_GetForGrid_ByPrice
  • upPLU_GetForGrid_ByPrice_GreaterThan upPLU_GetForGrid_ByPrice_LessThan upPLU_GetForGrid_ByUPC upPLU_GetForGrid_ByUPC_Contains
  • upPLU_GetForGrid_ByUPC_EndsWith upPLU_GetForGrid_ByUPC_Equals upPLU_GetForGrid_ByUPCInList upPLU_GetForGrid_Category upPLU_GetForGrid_Class
  • upPLU_GetForGrid_CouponName upPLU_GetForGrid_Location upPLU_GetForGrid_Manuf upPLU_GetForGrid_ProdGroup upPLU_GetForGrid_ReportGroup1
  • upPLU_GetForGrid_ReportGroup2 upPLU_GetForGrid_ReportGroup3 upPLU_GetForGrid_ReportGroup4 upPLU_GetForGrid_SubGroup upCorpStores_GetAllInZoneAndActive
01 February 2021
  • modified weekly sales report to show buydowns in cost Procs affected: upReports_SummarySales_All
  • modified item sales report to show qty on hand and reduced size
  • changed vendor parts to use prc_data for cost Procs affected: upMultVend_GetAll upMultVend_FilterByDescription upMultVend_FilterByUPC
  • upMultVend_FilterByVendorPart upMultVend_getByPartandVendor upMultVend_GetByRowID upMultVend_getByUPC upMultVend_getByUPCandVendor
  • upMultVend_getByVendor upCycleCountBatchDetails_GetVarianceByGUID
  • fixed bug in purchase analysis report where it would not preview
  • changed cycle count batch variance report to use same variance logic as filter
01 February 2021
  • fixed bug in selecting items for vendor part kits
01 February 2021
  • added feature when changing pricebook zones, prompt to send PRC_DATA down
  • fixed bug in item details where the zone was being ignored
  • added option to print all Zs in date range instead of having to select each one
  • added logic so that all plu/prc_data changes are sent to all stores/all stores in zone regardless of what is checked
01 February 2021
  • fixed bug in all Zs in reg z report where the date was not begin passed properly
  • added check for duplicate buydown name when adding buydowns Procs Affected: upBuydowns_GetAll_ByName
01 February 2021
  • hid pricebook zone maintenance from non-admins
  • fixed read-only issue with mass updates grid
  • fixed bug in Receiving Worksheet where items with diff part but same UPC where not working Procs affected: upPRC_DATA_UpdateRetail_StandardWithZone
01 February 2021
  • fixed bug in updating vendor parts where unit desc was not saving Procs affected: upMultVend_Update
  • added ability to set grid colors on each zone (use AlterPricebookZones.sql to update schema)
  • Procs affected: upPricebookZones_GetDetailsByID upPricebookZones_GetAll upPricebookZones_Insert upPricebookZones_Update
01 February 2021
  • Fixed bug in variance count in Cycle Counts worksheet Procs affected: upCycleCountBatchDetails_GetCounts_Variance
01 February 2021
  • added ablility to round to 5/9 when making standard massupdate price change
01 February 2021
  • created inventory projection report
  • added system discounts to store updates in mass updates
  • fixed bug in mass updates change preview (no cost) Procs affected: upPRC_DATA_UpdateRetail_StandardWithZone
  • added InvoicesDefault_AutoApply to INI file to default in value for auto-sending invoices to store
  • added InvoicesDefault_CostChange to INI file to default in value for applying cost updates
  • added LastStore to INI file to default in last used store to new invoice dropdown
  • added LastVendorID to INI file to default in last used vendor id to new invoice dropdown
  • fixed bug in eJournal report regarding buydown returns being incorrectly displayed Procs affected: upReports_Ejournal_GetSalesDetailsReceipt
  • created new front end for barcode reports Procs affected: upReports_Barcodes_ByCategory upReports_Barcodes_ByDept upReports_Barcodes_ByMajorCat
  • upReports_Barcodes_ByManuf upReports_Barcodes_ByProdGroup upReports_Barcodes_ByReportGroup1 upReports_Barcodes_ByReportGroup2
  • upReports_Barcodes_ByReportGroup3 upReports_Barcodes_ByReportGroup4 upReports_Barcodes_BySubgGroup upReports_Barcodes_ByPriceChange
  • changed top sellers report to allow running by top 10,25,50 or 100
01 February 2021
  • resized inventory eval grouped report (8pt font, portrait)
  • changed transfers so if an unknown item is entered, it tells you
  • changed adjustments so if an unknown item is entered, it tells you
  • changed dept sales report dept # field format to not show thousands ","
  • changed reg z multiple report sections to not be "keep together" so that there are no forced page breaks"
  • changed item analysis so cycle counts and spot checks showed correctly Procs affected: upAdjustLog_GetTop30ByStoreAndUPC
  • added cycle count batch to adjustments report and renamed old cycle counts to spot check
  • added cycle count batch to item movement and chron movement reports Procs affected: upReports_ItemAudit_GetCycleCountsBatch
  • changed item details QOH to only show sum of selected stores in corp mode
  • changed item detail QOH to integer instead of double; no use to show decimal places
  • changed item details so cost & retail textbox backcolors are the zone's colors
  • removed set uncounted to expected button from cycle count worksheet (no longer needed)
  • added inputbox password (FASTRAX) to set uncounted to actual button in cycle count worksheet
  • added find by UPC/Description functionality to cycle count worksheet
  • changed cycle count reports to 8pt fonts
  • added ability to manually start cycle count in store mode
  • added logic for mass updates to remember it's filter when refreshing zones
01 February 2021
  • added zone logic to buydowns (use alter table PRC_ADJ add PriceBookZones varchar(250) in AlterPrcADJ.sql)
  • Procs affected: upBuydowns_Upsert upBuydowns_Update upBuydowns_Insert upBuydowns_GetAll_ByGUIDAndZone
01 February 2021
  • changed receiving worksheet so when adding a row the apply cost change checkbox will default in correctly
01 February 2021
  • added settings module so user can update their own settings (PW, ini info, etc)
  • fixed bug in specialty pricing where all zones where being deleted and only active zone was being added back in
01 February 2021
  • increased size of status column in item analysis to handle cycle counts
01 February 2021
  • added total variance dollars to cycle count worksheet Procs affected: upCycleCountBatchDetails_GetCounts_VarianceDollars
  • removed the price in the buydown grids temporarily to avoid confusuion
  • added LastCost to PRC_DATA dataset to be sent to stores (updated web service also)
  • fixed logic on PLU updates from item details to send down correct cost on non-selected zones
  • changed cycle count rollup report to only show variance items when checked
  • changed store webservice to default in 0 for PRC_DATA Prcs affected: upPRC_DATA_Insert_Store
  • changed adjustments current QOH field to integer format instead of decimal
  • changed transfers current QOH field to integer format instead of decimal
  • changed eJournal report to display safe drops
  • created cycle count hybrid report which shows both individual totals as well as rollup totals grouped together
  • fixed bug where date range Z report was not correctly adding department quantities Procs affected: uptmpRegZReportDept_Upsert
  • added check when creating an invoice manually to detect same vendor id/invoice num combo to prevent dupe
  • added ability to refresh store QOH from inventory -> utilities
  • changed UPC search in cycle count worksheet to allow expansion of UPCs
  • added ability to see scan order of items in cycle counts (created table CycleCountBatchScanOrder)
  • Procs affected: upCycleCountBatchScanOrder_Insert upCycleCountBatchScanOrder_GetByGUID upCycleCountBatchScanOrder_GetByGUIDAndItem
  • added scan order report to cycle count worksheet and scan order secion to cycle count item popup
  • modified reg z multiple report to not "keep together" the tender sections
  • created new inventory adjustment summary report
01 February 2021
  • resized media detail report so totals were not cut off
  • changed adjustments so the grid moves to bottom when adding items
  • changed transfers so the grid moves to bottom when adding items
  • added logic to item details to notify users that they were trying to edit a specialty priced item when they were
01 February 2021
  • changed store updating
  • buydowns to be zone specific Procs affected: upBuydowns_GetAllByZone upBuydownItems_GetAllByZone
  • changed item sales report to use PRC_DATA cost Procs affected: all upReports_ItemSales
  • changed logic in item details so that if there is more than one vendor part tied to an item and the vendor dropdown list is changed,
  • it will lookup the part based on vendor ID
01 February 2021
  • changed buydown grid load logic so retail and adjusted retail are based on the first pricebook zone associated with that buydown instead of zone 0 Procs affected: upBuydowns_GetAll_ByGUID
  • added popup form for selecting each item individually when printing shelf tags
  • refactored adjustment movement report to show old QOH & fix breakdown bug upReports_ChronMovement_Sales upReports_ChronMovement_BreakDown
  • upReports_ChronMovement_AdjustmentFrom upReports_ChronMovement_AdjustmentTo upReports_ChronMovement_Adjustments
  • upReports_ChronMovement_Invoices upReports_ChronMovement_CycleCounts upReports_ChronMovement_SpotChecks upAdjustLog_Insert
  • changed working orders logic so employee ID is no longer overwritten Procs affected: upPOrdDef_Working_Upsert
  • added EMPLOYEE_ID field to RCV_DEF (use AlterRcvDef.sql) Procs affected: upRcvDef_Insert upRcvDef_InsertForCorp upRcvDef_Upsert
  • added more details for logging EMPLOYEE_ID in cost/retail changes
  • fixed bug in vendor part report where pricebook zone was not being passed in
  • changed logic so pay ins/payouts show correctly in eJournal report
  • added tax exempt sales to recap report Procs affected: upReports_RecapReport_GetTotalTaxes
01 February 2021
  • changed inventory eval report to page break by store appropriately
  • added variance column to previous cycle counts screen
  • added group by date option to sales tax report (use AltertmpSalesTaxReport.sql) Procs affected: upReports_SalesTax_GetAll_Grouped upReports_SalesTax_Insert
01 February 2021
  • added check of employee/cashier password to ensure they are numeric
  • added ability to delete multiple rows from adjustments
  • added ability to delete multiple rows from transfers
  • added "Select A Store" to transfers store list to avoid using default entry by accident
  • fixed mysterious queue bug where send all would not function after a single send was performed in the same session
  • created new logic for buydown sales report procs affected: upReports_BuydownSales upBuydownItems_GetAllByZoneAndPLU
01 February 2021
  • fixed bug when running top sellers report spanning multiple zones Procs affected: upReports_ItemSales_NoFilter upReports_ItemSales_BySubGroup
  • upReports_ItemSales_ByReportGroup1 upReports_ItemSales_ByReportGroup2 upReports_ItemSales_ByReportGroup3 upReports_ItemSales_ByReportGroup4
  • upReports_ItemSales_ByProdGroup upReports_ItemSales_ByPLU upReports_ItemSales_ByManuf upReports_ItemSales_ByMajorCat
  • upReports_ItemSales_ByDeptGroup upReports_ItemSales_ByDept upReports_ItemSales_ByCategory
  • fixed bug where item details would not refresh zone info when switching in from mass updates
01 February 2021
  • added new scorecard module to dashboard (use CreatetmpScoreCard.sql and CreatetmpScoreCardInventory.sql)
01 February 2021
  • modified scorecard to cleanup background colors (too dark)
01 February 2021
  • changed Item Sales report to use QOH for each store individually instead of as a chain when grouping by store
  • added ability to change items in item analysis screen
  • fixed issues with Item Audit report (chron) Procs affected: upReports_ChronMovement_Invoices upReports_ChronMovement_Adjustments
  • upReports_ChronMovement_AdjustmentFrom upReports_ChronMovement_AdjustmentTo
  • changed adjustment report to 8pt font
  • added ability to mass send lottery games to stores (store updates in mass updates)
01 February 2021
  • changed invoice worksheet to default to previewing instead of printing
  • added ability to sort invoice detail report by description, upc or vendor part
  • fixed grouping issue in sales tax report Procs affected: upReports_SalesTax_GetAll_Grouped
  • added ability to filter cycle count history by definition Procs affected: upCycleCountBatchHeader_GetAllByDef
  • upCycleCountBatchHeader_GetAllByDateAndDef upCycleCountBatchHeader_GetAllByDateAndStoreAndDef
  • changed cycle count hybrid report to take into account cost variance instead of just qty variance when only showing variance items on the report (will help show any cost diffs)
  • added ability to mass send inventory defs to stores (store updates in mass updates) Procs affected: upInv_Def_GetAll upInv_Def_Update_ByName
  • added tender filter to media detail report Procs affected: upReports_MediaDetail_ByTenderType
  • added summary option to media detail report
  • fixed tender bug in summary sales report Procs affected: upReports_SummarySales_Tenders
  • resized negative cashier report to 8pt font
  • added receipt date to negative cashier report
  • added negative cashier summary report
  • changed eJournal and Negative cashier report to both sort by TIMESTAMP when showing item details
  • Procs affected : upReports_Ejournal_GetSalesDetailsReceipt upReports_NegCashier_GetReceiptDetails
01 February 2021
  • fixed bug in getting the cancel sale value for reg z report Procs affected: upReports_RegZ_GetCancelValue
  • fixed bug in getting cahier details for reg z report (duplicates as filter was not specifiying store #) Procs affected: upReports_RegZ_GetCashierDetails
  • fixed logic when looking up vendor part kits for receiving to not join against plu table
  • added cycle counts grid to item analysis popup Procs affected: upCycleCountBatchDetails_GetForItemAnalysis
  • added spot checks grid to item analysis popup Procs affected: upCycleCountDetails_GetForItemAnalysis
  • added inventory definition tree report to show what trees are a part of the selected definition
  • Procs affected: upReports_InvDefTrees_ByCategory upReports_InvDefTrees_ByDept upReports_InvDefTrees_ByDeptGroup
  • upReports_InvDefTrees_ByMajorCat upReports_InvDefTrees_ByManuf upReports_InvDefTrees_ByProductGroup upReports_InvDefTrees_ByReportGroup1
  • upReports_InvDefTrees_ByReportGroup2 upReports_InvDefTrees_ByReportGroup3 upReports_InvDefTrees_ByReportGroup4 upReports_InvDefTrees_BySubGroup
01 February 2021
  • added drilldown option to dept sales report (checkbox) that will show item sales then individual sales
  • added validation check for linking in item details Procs affected: upInvInfo_GetByParentUPC upInvInfo_GetBySubunitUPC
  • added option to allow/disallow zero costs in item details,mass updates,adjustments,transfers,
  • invoices (AllowZeroCost in SETTINGS secion of INI file)
  • added filtering options to inventory movement report to only show movement of the selected types
  • added option to group inventory adjustments summary report (will group by whatever filter is used)
  • changed receiving logic to allow multiple vendor parts tied to the same item Procs Affected: upRcvData_UpsertFromWorksheet
01 February 2021
  • added option to to trickle down cost updates to subunit items in massupdates/item details (UpdateSubunitCost in SETTINGS section of INI file)
  • fixed bug where deptlist parameter was too small Procs affected: upReports_InvAdjustments_ByDept upReorder_CreateOrder_ListItems_ByDept
  • upReports_Barcodes_ByDept upReports_InvDefTrees_ByDept upReports_InvEval_ByDept upReports_InvSnapShot_ByDept upReports_ItemSales_ByDept
  • upReports_Movement_ByDept upReports_NonSellers_GetItems_Dept upReports_PurchaseAnalysis_ByDept upReports_SummarySales_DeptList
  • fixed QOH issue in movement report Procs affected: upReports_ChronMovement_CycleCounts upReports_ChronMovement_SpotChecks
01 February 2021
  • added option to run top sellers report by profit
  • added date/time picker to item analysis popup Procs affected: upPLU_Snapshot_ByPLU_Store_Date upAdjustLog_GetByStoreAndUPCAndDate
  • upRcvData_GetByUPCAndStoreAndDate upReports_ItemAnalysis_ByPLUAndDateAndStore upCycleCountBatchDetails_GetForItemAnalysis
01 February 2021
  • added notes field to cycle counts (use AddCountNotes.sql) Procs affected: upCycleCountBatchHeader_GetAll
  • upCycleCountBatchHeader_GetAllByDate upCycleCountBatchHeader_GetAllByDateAndDef upCycleCountBatchHeader_GetAllByDateAndStore
  • upCycleCountBatchHeader_GetAllByDateAndStoreAndDef upCycleCountBatchHeader_GetAllByDef upCycleCountBatchHeader_GetByGUID
  • upCycleCountBatchHeader_GetFinished upCycleCountBatchHeader_GetFinishedByDate upCycleCountBatchHeader_GetFinishedByDateAndStore
  • upCycleCountBatchHeader_GetForCorp upCycleCountBatchHeader_GetOpenByDate upCycleCountBatchHeader_GetOpenByDateAndStore
  • upCycleCountBatchHeader_GetUnfinished upCycleCountBatchHeader_Insert upCycleCountBatchHeader_Upsert upCycleCountBatchHeader_FlagAsFinished
  • upCycleCountBatchHeader_UpdateNotes
01 February 2021
  • added BreakdownQty and BreakdownQtySinceSnapshot fields to cycle counts (use AddBreakdown.sql)
  • Procs affected: upCycleCountBatchDetails_UpdateQtySold upCycleCountBatchDetails_GetByGUID upCycleCountBatchDetails_GetForCorp
  • upCycleCountBatchDetails_GetByGUIDAndUPC upCycleCountBatchDetails_GetCountedByGUID upCycleCountBatchDetails_GetUncountedByGUID
  • upCycleCountBatchDetails_GetVarianceByGUID upCycleCountBatchDetails_Insert upCycleCountBatchDetails_InsertForCorp
01 February 2021
  • fixed filter bug in cycle count header filter (the def filter was ignored when filtering off finished count)
  • Procs affected: upCycleCountBatchHeader_GetFinishedByDateAndStoreAndDef upCycleCountBatchHeader_GetFinishedByDateAndDef
  • changed barcode report to allow multiple filters before printing
  • added cancels to inventory movement report Procs affected: upReports_ChronMovement_Sales
  • fixed bug in adjustlog where cycle count entries without a variance where logged with the incorrect old QOH
  • added Scanned column to cycle counts (use AddScanned.sql) Procs affected: upCycleCountBatchDetails_UpdateScanned
  • upCycleCountBatchDetails_GetByGUID upCycleCountBatchDetails_GetByGUIDAndUPC upCycleCountBatchDetails_GetCountedByGUID
  • upCycleCountBatchDetails_GetUncountedByGUID upCycleCountBatchDetails_GetVarianceByGUID upCycleCountBatchDetails_InsertForCorp
  • added AppliedDate column to invoices (use AddAppliedDate.sql) Procs affected: upRcvDef_UpdateApplied upRcvDef_GetAll upRcvDef_GetByRowID
  • upRcvDef_GetByDate upRcvDef_GetByStore upRcvDef_GetByStoreDate upRcvDef_GetByStoreVendor upRcvDef_GetByStoreVendorDate
  • upRcvDef_GetByStoreVendorInvoiceNum upRcvDef_GetByVendor upRcvDef_GetByVendorDate
01 February 2021
  • modified lottery recon to allow cashier to input starting numbers before shift starts (use UpdateLotteryReconDetails.sql And UpdateLotteryReconHeader.sql)
  • Procs affected: upLotteryReconDetails_GetForCorp upLotteryReconDetails_UpdateFromCorp
  • upLotteryReconDetails_Insert upLotteryReconDetails_GetByReconGUID upLotteryReconDetails_GetByReconGUID_ForGrid
  • upLotteryReconDetails_UpdateStartCount upLotteryReconHeader_GetUnfinished upLotteryReconHeader_GetForCorp upLotteryReconHeader_Update
  • added store name to sales tax report
  • added store name to dept sales group by store report
  • added option to print barcode instead of PLU on shelf tag report (requires FRE3OF9X.ttf font)
  • added filter options to negative cashier report
  • added LoginName to ItemAnalysis adjustments grid Procs affected: upAdjustLog_GetByStoreAndUPCAndDate upAdjustLog_GetTop30ByStoreAndUPC
  • changed cycle count popup to show seconds in all time fields
01 February 2021
  • begin rebuilding the recommended transfers screen
  • changed logic in cycle counts to recalc scan time of linked items on breakdowns to make sure both parent and child had the same time
01 February 2021
  • fixed bug in inventory movement report where QOH was not being cycled after first item
  • removed debug msgbox in sending PO orders that fit a certain criteria
  • fixed bug in itemsales/deptsales group by store where the storename was causing the report to be slow Procs affected: upReports_ItemSales_*
  • added "Type" column to manuf sales report. Pack/Carton is result based on INV_INFO record
01 February 2021
  • added houseaccountparticipant and loyaltyparticipant to House Accounts setup
  • And cleaned up some old code there Procs affected: up_CustomersUpdate upCustomers_Upsert
01 February 2021
  • added refresh button to dash for performance snapshot
  • removed dept and tax tabs from house accounts screen as they are not implemented in POS
  • added option to limit sales in item analysis popup Procs Affected: upReports_ItemAnalysis_ByPLUAndDateAndStore
  • upReports_ItemAnalysis_ByPLUAndDateAndStore_NoLimit
  • added cashier name to sales grid in item analysis popup
01 February 2021
  • added option to apply lottery adjustments/invoices to inventory (use AlterLotteryReconHeader.sql to add new column)
  • Procs affected: upLotteryReconHeader_GetAll upLotteryReconHeader_GetAllByDateRange upLotteryReconHeader_GetAllByDateRangeAndStore
  • upLotteryReconHeader_GetHeaderInfo upLotteryActivations_GetDetailsByReconGUID upLotteryReconHeader_UpdateAdjustedFlag
  • upLotteryReconDetails_GetByReconGUID_ForGrid_Variances
  • added Price Ea column to Manufacturer Sales Report
01 February 2021
  • added online lottery (lotto) to lottery recon (use CreateLotteryReconOnline.sql) Procs affected: upLotteryReconOnline_GetByReconGUID
  • upLotteryReconOnline_Insert upRegZCnt_GetForCorp
  • added ZReconciled and ZLotteryReconciled columns to the RegZCnt table (use AlterRegZCnt.sql then UpdateRegZCnt.sql)
  • Procs affected: upReconcile_GetZList_Unreconciled upRegZCnt_UpdateLotReconcile upRegZCnt_GetLotReconcile upRegZCnt_UpdateZReconcile
01 February 2021
  • added variance item count and variance dollars to previous lottery recon screen Procs affected: upLotteryReconDetails_GetVarianceCountByReconGUID
  • upLotteryReconDetails_GetVarianceDollarsByReconGUID
  • added cashier info to inventory movement report (sales/cancels/voids only) Procs affected: upReports_ChronMovement_Sales
  • added PLU filter to negative cashier report Procs affected: upReports_NegCashier_GetCancels_ByPLU
  • upReports_NegCashier_GetReturns_ByPLU upReports_NegCashier_GetVoids_ByPLU
01 February 2021
  • fixed bug where reference number was not being saved on transfers
  • resized ejournal report to 8pt font to help with spacing issues
  • added sanity check for large date range (> 24 hours) on ejournal report
  • added sanity check for large date range (> 24 hours) on negative cashier report
  • added delete column to PLU dataset to send to stores when corp deletes PLUs (item details & mass updates)
01 February 2021
  • changed the default filter in item movement to UPC Number
  • changed item movement report form to expand the UPC code
  • added Z list to date range Z report
  • added Z list to all Zs in date range Z report
  • fixed bug in reg z report where it could possibly show false cancel sale count if the buydown ID was 30 Procs affected: upReports_RegZ_GetCancelCount
  • fixed bug in item details where pricename was not always being saved correctly
  • changed item details so you can manage the pricename there now
  • fixed bug in item details where if an item had a specialty price in one zone, but not another the specialty price could get cleared
  • added backroom count and floor count columns to the cycle count hybrid report
  • added ScanLocation and ScanType columns to CycleCountBatchScanOrder table (use AlterCycleCountScanOrder.sql)
  • added ScanLocation and ScanType to the cycle count scan order report Procs affected: upCycleCountBatchScanOrder_Insert
  • upCycleCountBatchScanOrder_GetByGUIDAndItem upCycleCountBatchScanOrder_GetByGUID upCycleCountBatchScanOrder_GetByGUIDForPrevItems
  • upCycleCountBatchScanOrder_GetByGUIDForPrevItemsByEmployee
  • added ScanLocation and ScanType to the cycle count popup details form
  • added filter to the cycle count popup for the storenumber in corporate mode so you can accurately see activitiy
  • changed house accounts setup so that the balance field can be changed
01 February 2021
  • modified the lottery recon reports to show the online (lotto) info
  • moved extended description in item details to popup screen Procs affected: upPLU_UpdateExtendedDesc upPLU_GetExtendedDesc
  • added buydown label to item details screen and re-arranged screen Procs affected: upBuydowns_GetAllByUPC
01 February 2021
  • refactored suggested transfers to allowed saving to resume later (use CreatetmpSuggestedXFers.sql)
  • Procs affected: upSuggestedTransfers_Insert upSuggestedTransfers_Delete upSuggestedTransfers_GetAll upSuggestedTransfers_GetByName
  • changed filtering method on suggested transfers to allow more options
01 February 2021
  • add prompt in item details when cost > retail
  • added name to plu changes pop up and change sort order to descending Procs affected: upPLU_Changes_GetAll_ByPLU
  • added option in support utilities to import UPC file for WV liquor (option G)
  • created indexes to speed up item analysis (use ItemAnalysisRecommend.sql)
  • changed query for buydown sales report to filter on server side instead of report side Procs affected: upReports_BuydownSales_ByManuf
  • changed query for buydown screen to sort by name Procs affected: upBuydowns_GetAll
  • created Transfers Report that shows all transfers for a specified filter
  • fixed bug in specialty pricing where discount price by was being multiplied by 100 on initial load
  • changed speciality pricing label so only the pct or dollar label show up when using mix/match
01 February 2021
  • modified filter for Transfers report to exclude store x Procs affected: upReports_InvAdjustments_NoFilter_ExcludeXFerStore
  • upReports_InvAdjustments_ByCategory_ExcludeXFerStore upReports_InvAdjustments_ByDept_ExcludeXFerStore
  • upReports_InvAdjustments_ByMajorCat_ExcludeXFerStore upReports_InvAdjustments_ByManuf_ExcludeXFerStore
  • upReports_InvAdjustments_ByProdGroup_ExcludeXFerStore upReports_InvAdjustments_ByReportGroup1_ExcludeXFerStore
  • upReports_InvAdjustments_ByReportGroup2_ExcludeXFerStore upReports_InvAdjustments_ByReportGroup3_ExcludeXFerStore
  • upReports_InvAdjustments_ByReportGroup4_ExcludeXFerStore upReports_InvAdjustments_BySubGroup_ExcludeXFerStore
01 February 2021
  • Added ability to lookup item by vendor part in popup screens (item analysis, etc) Procs affected: upPLU_GetForGrid_ByVendorPart
  • added logic to log initial add of an item as price change so it shows up in PLU_Changes history
01 February 2021
  • added back in group by x to item sales report
01 February 2021
  • changed group by dept in item sales so that it sorts by department number
  • added user utility to refresh invoice header totals in case they get out of sync with invoice details
  • changed inv_eval to use prcdata cost/retail in certain instances Procs affected: upReports_InvEval_ByCategory upReports_InvEval_ByDept
  • upReports_InvEval_ByDeptGroup upReports_InvEval_ByMajorCat upReports_InvEval_ByManuf upReports_InvEval_ByProdGroup
  • upReports_InvEval_ByReportGroup1 upReports_InvEval_ByReportGroup2 upReports_InvEval_ByReportGroup3 upReports_InvEval_ByReportGroup4
  • upReports_InvEval_BySubGroup upReports_InvEval_ByUPC upReports_InvEval_NoFilter upReports_InvSnapShot_ByCategory upReports_InvSnapShot_ByDept
  • upReports_InvSnapShot_ByDeptGroup upReports_InvSnapshot_ByMajorCat upReports_InvSnapShot_ByManuf upReports_InvSnapShot_ByProdGroup
  • upReports_InvSnapshot_ByReportGroup1 upReports_InvSnapshot_ByReportGroup2 upReports_InvSnapshot_ByReportGroup3
  • upReports_InvSnapshot_ByReportGroup4 upReports_InvSnapShot_BySubGroup upReports_InvSnapShot_ByUPC upReports_InvSnapshot_NoFilter
01 February 2021
  • modified Negative Cashier Report to group/sort by receipt number so transactions will be by date range instead of type then date range
  • fixed bug where not all buttons in item details and mass updates were not disabled when login was set to read
  • changed timeclock UI and reports to support accounting format Procs affected: upTime_Clk_GetAll_ByDate upTime_Clk_GetAll_ByDateAndEmployee upTime_Clk_GetAll_ByStoreAndDate
  • fixed bug in void count/void value where if non-tax flag was applied,
  • voids had a mode_flag of 4097 instead of 2 Procs affected: upReports_RegZ_GetVoidsCount upReports_RegZ_GetVoidsValue upReports_NegCashier_GetVoids upReports_NegCashier_GetVoids_ByPLU
  • changed item details so that when saving it creates a PLU record for each store regardless of zone in case some non pricing attribute changed (description, discount, etc)
  • began implementing EDI with Coremark
01 February 2021
  • began implementing the new Help System
  • began implementing EDI with RC Taylor
  • added ability to mass print register Z's for multiple stores by date range or all Z's in range
01 February 2021
  • added option to delete all old data first when sending store updates (updated WebService)
  • added Tenders to store updates
  • added House Accounts to store updates
  • changed PricebookZones in PRC_ADJ length to 250 (use AlterPricebookZones.sql)
  • added ability to send CoreMark orders via EDI
01 February 2021
  • changed lottery reconciliation to include store # in invoice header that is auto-created
  • changed Hardecs EDI to subtract 1 from store number when getting the store number from file
  • added ability to put lottery games in a zone (use AlterLotteryGamesZones.sql)
  • added ability to flag lottery games as active (use AlterLotteryGamesActive.sql)
01 February 2021
  • added lottery reconcilation summary report (use CreatetmpLotteryReconSummaryDetails.sql
  • And CreatetmpLotteryReconSummaryOnline.sql) to create tables Procs affected: uptmpLotteryReconSummaryDetails_Delete
  • uptmpLotteryReconSummaryDetails_Insert uptmpLotteryReconSummaryDetails_Update uptmpLotteryReconSummaryOnline_Delete
  • uptmpLotteryReconSummaryOnline_Insert uptmpLotteryReconSummaryOnline_Update
01 February 2021
  • implemented EDI reorders with RC Taylor
  • modified lottery recon details to upsert instead of insert Procs affect: upLotteryReconDetails_Insert
  • change recon filter to work off recon date instead of z date Procs affected: upLotteryReconHeader_GetAllByDateRange upLotteryReconHeader_GetAllByDateRangeAndStore
  • changed top sellers report to show dept name if plu desc is null (open departments) Procs affected: upReports_ItemSales_ByCategory
  • upReports_ItemSales_ByDept upReports_ItemSales_ByDeptGroup upReports_ItemSales_ByMajorCat upReports_ItemSales_ByManuf
  • upReports_ItemSales_ByPLU upReports_ItemSales_ByProdGroup upReports_ItemSales_ByReportGroup1 upReports_ItemSales_ByReportGroup2
  • upReports_ItemSales_ByReportGroup3 upReports_ItemSales_ByReportGroup4 upReports_ItemSales_BySubGroup upReports_ItemSales_NoFilter
  • added ability to apply cost changes only to a received invoice
01 February 2021
  • Added Bin numbers to lottery recon (set at store level) Procs affected: upLotteryReconDetails_GetByReconGUID_ForGrid
  • upLotteryReconDetails_GetByReconGUID_ForGrid_BinSort upLotteryReconDetails_GetByReconGUID_ForGrid_Variances
  • upLotteryReconDetails_GetByReconGUID_ForGrid_Variances_BinSort
01 February 2021
  • reset store drop-down list to "Select A Store" on transfers screen after applying
01 February 2021
  • added option to reset store when creating new invoice
  • fixed bug when calculating adjusted cost in certain instances on item sales report Procs affected: upReports_ItemSales_NoFilter
  • upReports_ItemSales_BySubGroup upReports_ItemSales_ByReportGroup1 upReports_ItemSales_ByReportGroup2 upReports_ItemSales_ByReportGroup3
  • upReports_ItemSales_ByReportGroup4 upReports_ItemSales_ByCategory upReports_ItemSales_ByDept upReports_ItemSales_ByDeptGroup
  • upReports_ItemSales_ByMajorCat upReports_ItemSales_ByManuf upReports_ItemSales_ByPLU upReports_ItemSales_ByProdGroup
  • changed QOH textbox in itemdetails to a link that pops up showing the QOH breakdown based on selected stores
  • added inactive checkbox to item details screen
  • added option to flag items as inactive in mass updates (utilities tab in mass updates)
  • added inactive tab to pricebook
  • added inactive item wizard that will help identify what items are inactive (inactive items tab in pricebook)
  • added inactive PLU logic to filters (inactive items won't show up in mass updates,
  • any type of inventory, reorder) Procs affected: upInactivePLU_GetForGrid_All upInactivePLU_GetForGrid_ByDescription_Contains
  • upInactivePLU_GetForGrid_ByUPC upPLU_UpdateActive upPLU_GetPLUDetails_SinglePLU upPLU_GetPLUDetails_SinglePLU_Corp upPLU_GetForGrid_*
  • upRcvData_GetAll_ByUPC upReports_ItemAudit_GetCycleCountsBatch_NoStore upReports_ItemAudit_GetCycleCounts_NoStore
  • upReports_ItemAudit_GetInventoryReconcile_NoStore upReports_ItemAudit_GetSales_NoStore upInv_Def_GetItemsByName_* upReorder_CreateOrder_ListItems_*
  • added logic to disallow a negative qty in the transfers screen
  • changed the vendor part cost textbox to readonly to avoid confusion since the part_cost is pulled from the item and doesn't actually have one
  • changed consistent ordering requirements to support pure qty instead of just percentage based (Use AlterKeyItemsDef.sql
  • And UpdateKeyItemsDefDefaultValues.sql) Procs affected: upKeyItemsDef_Insert upKeyItemsDef_GetByType upKeyItemsDef_GetByDefGUID upKeyItemsDef_GetAll
  • changed order schedule to match new consistent ordering requirements options (use AlterReorderScheduleForKeyItems.sql)
  • Procs affected: upReorderSchedule_GetAll upReorderSchedule_GetByRunDay upReorderSchedule_Insert
  • added setting to ini file & settings screen to set default filter for Find Item form (Description, UPC Number or Vendor Part)
  • added setting to ini file & settings screen to toggle the sanity check for large date ranges on some reports
01 February 2021
  • reset store drop-down list to "Select A Store" on adjustments screen after applying
  • changed mass printing by Z's in reg z report to sort by store #, then reg # then z #
  • added option to group media detail report by register # (both summary & detail)
  • changed password prompt in cyclecounts to be masked and be based of the current user's password when setting uncounted to actual
  • fixed bug in venfor parts query involving pik-a-pak items not showing correctly Procs affected: upMultVend_getByVendor
  • upMultVend_FilterByDescription upMultVend_FilterByUPC upMultVend_FilterByVendorPart upMultVend_GetAll
  • upMultVend_getByPartandVendor upMultVend_GetByRowID upMultVend_getByUPC upMultVend_getByUPCandVendor
  • fixed bug in eJournal report where no sales were not showing correctly
  • changed format of tenders in eJournal report to only show 2 decimal places
  • changed negative cashier report to show dept name on open dept entries Procs affected: upReports_NegCashier_GetReceiptDetails
  • changed negative cashier report to not show the cashier name in summary if there was no negative receipts Procs affected: uptmpNegCashierReportMain_Delete
  • added the summary values to the header & summary report for negative cashier (use AltertmpNegCashierReportMain.sql) Procs affected: uptmpNegCashierReportMain_Update
  • added store number to receipt details of negative cashier report
  • added option to hide items with a zero qty in inventory adjustments report
  • added counted by field to each cycle count report to show all the people who counted it Procs affected: upCycleCountDetails_GetCountedBy
  • added definition field to each cycle count report
  • added definition field to scan order report
  • added definition used to the caption of the cycle count worksheet
  • resized inventory movement report to be 8pt
  • added support for POS accounts (new tab in maintenance) Procs affected: upAccount_Delete
  • upAccount_DeleteByNum upAccount_GetAll upAccount_GetByID upAccount_Update upAccount_Upsert
  • rearranged reg z report so if running by date range or for multiple Z's, the list of Z's included is on the last page
  • added time clock report to list reports so you can allow users to run w/o giving them access to maintenance tab Procs affected: upTime_Clk_GetAll_ByDateAndMultipleEmployees
01 February 2021
  • fixed bug in item sales report when the report was not grouped, it still attempted to pass in the group parameter
01 February 2021
  • added logic to import files for Steve Douglas install (Type H in Support Utils)
01 February 2021
  • fixed bugs where in some maintenance screens an error was thrown if you clicked an empty grid (no details to show)
  • added ALT PLU to PLU list tree report in mass updates Procs affected: upPLU_GetForGrid_*
  • fixed bug when adding POS flag the random weight flag was getting set to NULL
01 February 2021
  • began EDI support for Gateway
  • changed Renfro EDI to support multiple invoices in the same EDI file
  • added ability to update order schedules Procs affected: upReorderSchedule_Update
  • began implementing modifications for Adjustments/Transfer changes (use CreateAdjustmentDetails.sql & CreateAdjustmentHeader.sql) Procs affected: upAdjustmentDetails_* upAdjustmentHeader_*
01 February 2021
  • finished implementing modifications for Adjustments/Transfer changes
01 February 2021
  • added check for items at store before applying invoice (requires new webservice at store)
  • added ability to "ping" stores from Dash in case store's VPN connection is sleeping
  • added ability to save/apply templates in EDI setup
  • added option to disable queue history (show completed button - use settings to modify)
  • modified transfer/adjust details grid to show extended cost
  • modified transfer/adjust details grid to move grid to bottom of screen
  • added ability to mass update buydown fields (amount & dates) Procs affected: upBuydowns_UpdateAmount upBuydowns_UpdateAmountAndDates upBuydowns_UpdateDates
  • added store name and number to negative cashier report
  • change formatting of cashier numbers in neg cashier report to remove comma
  • added invoice history from vendor part screen for selected vendor part Procs affected: upRcvData_GetTop10ByVendorPart
  • upRcvData_GetTop10ByVendorPartAndStore upRcvData_GetByVendorPartAndDate upRcvData_GetByVendorPartAndStoreAndDate
  • added abiliy to switch to UPC details from vendor part screen (link in vendor part details)
01 February 2021
  • fixed bug in adjustment header where notes were not always being shown
  • modified transfer/adjustment entry to allow vendor part numbers to be entered (it searches for UPC first, then vendor part)
  • modified transfer/adjustment details to allow editing
  • modified transfer/adjustment to disable everything but print once applied
01 February 2021
  • modified inventory movement report to show xfer store Procs affected: upReports_ChronMovement_AdjustmentFrom
  • upReports_ChronMovement_Adjustments upReports_ChronMovement_AdjustmentTo upReports_ChronMovement_SpotChecks
  • upReports_ChronMovement_CycleCounts upReports_ChronMovement_Invoices
  • fixed bug in inventory movement report where total cost was not being calculated correctly
  • added total to gift card balance report
  • extended store list label & changed Can Grow propterty to true in all INV EVAL reports to keep long ones from cutting off
  • added report to suggested transfers screen based off dataset (crosstab style)
  • began implementing mass update by pricebook zone (new tab in mass updates)
01 February 2021
  • added ability to crate a negative item inventory definition (requires new webservice at store) Procs affected: upInv_Def_GetItemsByName_Negative
01 February 2021
  • modified mass updates -> coupons to take into account points Procs affected: upPLU_UpdateCoupon
01 February 2021
  • added support for EDI with Sledd (local files)
01 February 2021
  • modified EDI support with Sledd to correctly archive file
01 February 2021
  • fixed bug in Gateway EDI where the screen was not properly hiding when showing items to be added
01 February 2021
  • added option in INI settings to disable editing applied invoice (DisableEditingAppliedInvoices)
  • changed the set uncounted to expected qty in cycle counts to Admin only logins
  • changed the negative cashier report to show the number of items voided/returns instead of number of receipts
  • changed the negative cashier report to show the value of the voided items themselves rather than the receipt total
  • added <= 0 filter to inventory evaluation report (less than or equal to zero) Procs affected: upReports_InvSnapshot_* upReports_InvEval_*
  • added store number field to eJournal report
  • added ability to set base zone when adding new pricebook zone
  • replaced the AVG COST field in the item sales reports with DISCOUNT
  • created new cycle count batch worksheet report for aid in counts w/o a handheld
  • added option to group orders/working orders by department when printing
  • modified Register Z report to show grid with all Zs included at the bottom instead of string list of Zs
  • fixed bug in reorder where the cost was not getting multiplied by the vendor part qty in certain circumstances
  • fixed bug in Ejournal report where the register number was not getting set for no sales in certain circumstances
  • added ability to import flat file from Douglas (Format I)
  • added ability to import sales data directly from access database instead of just XML files
  • fixed bug in crosstab by day of week report where the day could be off due to leap year
  • fixed bug where the XFer to was not displaying correctly in certain cicrumstances in chron movement report Procs affected: upReports_ChronMovement_AdjustmentTo
  • added option to hide zero entries in summary version of inventory adjustments report
  • created an option to run timeclock report from Reports -> List Reports so that it can be ran at store level easier
01 February 2021
  • added ability to sort inventory evaluation report by description or UPC number
  • changed sales in dash to take out discounts Procs affected: uptmpPerformance_GetSalesToPopulate
  • changes sales in dash to only show active stores
  • fixed bug in dept sales drilldown where the cost was not being summed correctly on drilldown in certain scenarios
  • fixed bug in invoice detail report where the retail each was not taking pbook zone into account in certain scenarios Proces affected: upReports_InvoiceDetail
  • added support for sending Sledd orders via FTP
  • added notification prompt in store mode after invoice has been applied
  • enabled ability to delete from inactive items screen
01 February 2021
  • modified Gateway EDI to get cost each from total cost column instead of cost each column for discounts
  • added support for Sledd EDI receiving via FTP
01 February 2021
  • changed reorder EDI with Sledd to use a different login than EDI receiving with Sledd
01 February 2021
  • added combined total to register Z report to show netsales + depts not added to sales
  • added option to group department sales report by department group Procs affected: upReports_ItemSales_*
  • added option to group item sales report by department group
01 February 2021
  • added option to filter customer activity report by only house accounts Procs affected: up_Customers_GetHouseAccounts
  • altered customer activy filter logic to use spacing between dash to avoid issue with customers with dash in ID
  • altered Sledd EDI logic you use a combination of storenumber and ponumber for the EDI file name
01 February 2021
  • changed adjustlog entries when you back out invoice at store level to show negatives
  • disabled save button after saving invoice on invoice worksheet
01 February 2021
  • added ability to make cycle counts batch blind in both pda
  • And director (use AddCycleCountBlind.sql and AddCycleCountBlind_DirectorLogins.sql)
  • Procs affected: up_Employee_Upsert up_Employee_Update up_Employee_Insert upEmployee_GetAll upEmployee_GetAll_Active upEmployee_Insert
  • upEmployee_SingleEmployee upEmployee_SingleEmployee_ByNum upEmployee_Update upEmployee_Upsert upDirectorLogins_GetAll upDirectorLogins_GetSingle
  • upDirectorLogins_GetSingle_Nopassword upDirectorLogins_Insert upDirectorLogins_Update upDirectorLogins_Upsert
01 February 2021
  • added ability to group inv eval report by Department Group/Department
01 February 2021
  • added support for new daily reconciliation (use AlterRegReconcileAddNewTypes.sql,
  • AlterTenderAddReconBucket.sql, CreateDailyReconcile.sql,
  • CreateDailyReconcileDetails.sql,
  • UpdateTenderSetDefaultBuckets.sql) Procs affected: upDailyReconcile_* upDailyreconcileDetails_* upRegReconcile_*
01 February 2021
  • changed dash to take discounts out of net sales Procs affected: uptmpPerformance_GetSalesToPopulate
  • added store number to invoice summary report Procs affected: upReports_InvoiceSummary_ByVendor
  • added ability to sort item sales report by either description or UPC number
  • added totals to the lottery reconciliation summary report
  • fixed bug in buydowns where the time was not being sent to the XML queue file in certain situations
  • added department name to negative cashier report open departments
01 February 2021
  • modified Coremark EDI to use shortened format for account number when no PO is present
  • added promo discounts to discounts in dept sales report
  • added ability to run manuf sales report by all trees
  • added ability to show pre/post receipts in negative cashier report
01 February 2021
  • modified coupon setup to use new format
  • modified mass updates, coupons to support new format
  • modified store mode inventory where it will not prompt to backout qty if unapplied
  • changed label in receiving worksheet from Cost Each to Part Cost to avoid confusion
  • fixed bug in Reorder where cost each was being multiplied incorrectly in certain circumstances
  • modified receiving worksheet to reflag corp exported to 0 when applied Procs affected: upRcvDef_UpdateCorpExported
01 February 2021
  • added vendor part info to item analysis screen
  • added ability to double click in lookup field in item analysis and it will populate with UPC prefix
01 February 2021
  • modified warehouse integration to have it's own EDI path
01 February 2021
  • added QOH to lottery reports
  • added store number to Moutain EDI preview list
01 February 2021
  • EDI receiving now remembers the last vendor used
  • Warehouse EDI archives file after processing
  • removed test "BUTTON" from message preview
  • removed msgbox after sending good message
01 February 2021
  • added auto sending of EDI when scheduling orders (use AddAutoSendEDIToReorderSchedule.sql) Procs affected: upReorderSchedule_*
01 February 2021
  • exposed Expand8DigitCode from INI file in settings popup
01 February 2021
  • added option to get cost from DEPT for open dept sales in department sales report
01 February 2021
  • added ability to send reassigned PLUs to stores using message attachement
01 February 2021
  • created comparison sales report (use Create_tmpComparisonSalesReport.sql) Procs affected: upReports_ComparisonSales_*
  • added QOH label in receiving worksheet to show current QOH of received item
  • modified mass update price changes so that when changing multiple zones, each individual zone is evaluated and changed accordingly
01 February 2021
  • changed lottery activations to force a vendor
  • changed queue to allow scheduling of multiple items
  • added setting to disable clearing of QOH (store mode only)
  • changed item analysis is store mode to only show current store and get QOH locally instead of using webservice (same result, just quicker)
01 February 2021
  • added cost to mass update by pricebook zones
  • fixed bug where duplicates where possible in reassign PLU logic
01 February 2021
  • modified the Kebob feed to include pricebook zone
01 February 2021
  • modified non-sellers report to add last sales date,days in inventory,date added
  • And qty sold based on threshold Procs affected: upSales_LastSaleDate_ByPLUAndStore upSales_FirstInvoiceDate_ByPLUAndStore upSales_FirstAdjustlog_ByPLUAndStore
  • changed the stores for updating/reporting list to be saved to the INI file instead of the DB so multi-users don't worry about stepping on toes - added the option of rolling up subunit links into the purchase unit in the item sales report
  • added the option of showing cost changes in the item sales report (before it always defaulted to true)
01 February 2021
  • modified non-sellers report to take into account purchase/subunit sales
  • modified non-sellers report to show status label as it processes
01 February 2021
  • added support for vendor return worksheets
  • modified Daily Recon report to show modified format with new fields
01 February 2021
  • modified adjustments made from lottery worksheet so that they go into adjustment header/details format instead of just to queue
  • modified invoices created from lottery worksheet so that the invoice date is the recon date instead of the current date
  • added net online sales to lottery recon reports (online sales - online cancels)
01 February 2021
  • modified daily recon report to show manager entered deposit amounts as actual deposit amounts instead of cashier entered amounts
01 February 2021
  • modified time clock so when in store mode changes are flagged to be resent
  • modified time clock so when in corp mode changes are sent to store
  • modified time clock to support ManualEntry field
  • fixed bug where EDI invoice number was not being pulled in certain circumstances for Warehouse FTP invoices
01 February 2021
  • added support for Powers EDI (uses active mode FTP
  • required ChilKat.dll) - modified sales tax report to show total sales
  • modified sales tax by day report to show total sales
01 February 2021
  • added ability to lockout departments for house accounts
  • added out of stock report to show items that have 0 QOH that have sold in selected date range
  • modified adjustments so cost/retail is based on selected store zone instead of default zone
  • modified transfers so cost/retail is based on from store zone instead of default zone
  • modified previous adjustments grid so you can doubleclick a row to view/edit
  • modified previous transfers grid so you can doubleclick a row to view/edit
  • modified previous invoices grid so you can doubleclick a row to view/edit
  • modified previous order grid so you can doubleclick a row to view/edit
  • modified previous working orders grid so you can doubleclick a row to view/edit
  • modified previous cycle count grid so you can doubleclick a row to view worksheet
  • added option in customer activity report to show all sales VS only show charges
  • added ability to import Big Smoke pricing file
01 February 2021
  • added Reconciliation Bucket to tender file that is sent via store updates
  • added ability to mass change pricebook zones for buydowns
  • added option in queue to show/hide scheduled updates
  • moved EDI setup button to base of Vendor maintenance
  • modified EDI setup so that the EDI Data 1 & 2 labels show what is expected (FTP Site, Folder, etc) and are hidden if the EDI type doesn't need them
  • exposed PRINT_BARCODE field in Item Details as "Print Label" checkbox (barcode report will optionally filter off it)
  • modified the barcode/shelf tag report to optionally hide items not flagged to "Print Label"
  • fixed bug in barcode/shelf tag report where dataset was allowing same item twice if multiple filters were used
  • fixed bug in barcode/shelf tag report where the report could not be ran twice successively without refreshing the screen
  • modified Powers EDI to include the account type (EDIData2) as a prefix in the filename
  • modified the invoice header (RCV_DEF) to include a InvoiceNotes field
  • added support for InvoiceNotes in invoices (Create & Worksheet)
  • added support for InvoiceNotes in Invoice Detail report
  • fixed bug when converting vendor return worksheets to invoices where the line total cost was using the item cost field
  • modified vendor return worksheets to include some notes when converting to invoice
  • modified receiving to support receiving the same item on multiple lines (new webservice required)
  • modified Gateway EDI to support returns of "broken cases"
  • added "Reviewed" flag to cycle counts to allow Corp to flag them after they've checked them
  • modified cycle count worksheet to support "Reviewed" flag
  • implemented first phase of scheduled reports (Cost Change and Manual Time Clock entries
  • new scheduler.exe required)
  • modified Time Clock maintenance to show manual entry field
  • added manual entry to time clock reports
01 February 2021
  • created worksheet version of the cost change report that allows price changes to made from within it
01 February 2021
  • modified messages to accept attachments (PDF only right now) and it will store them in DB and launch default viewer
01 February 2021
  • fixed bug in timeclock report; Accounting format was showing incorrectly after recent changes
01 February 2021
  • modified pricebook zone maintenance so it add/deletes vendor parts now
  • added status label when adding pricebook zone to give user feedback as it's a long running process
  • added vendor filter to purchase analysis report
  • added option to group by store in purchase analysis report
  • changed purchase analysis primary font size to 8pt
01 February 2021
  • added support for McDowell supply EDI
  • added option to run eJournal report by check number
  • added option to run eJournal report by sale amount
  • added support utility to update subunit links
  • fixed bug in Mass Updates where mass updated cost changes weren't tricking down to subunits when updating multiple zones
  • fixed bug in Mass Updates where mass updated cost changes weren't updating vendor parts in all situations
  • changed ALL screen sizes to support maximizing and resized to fully support 1024x768
01 February 2021
  • fixed bug in screen resizing in item details
01 February 2021
  • moved queue from being XML file based to it's own database. All queue entries are now stored there (requires FasTraxQueue database)
  • modified account setup to allow setting of cost+ discounts
  • fixed bug in sending down accounts where the DOB was not getting set
01 February 2021
  • modified store picker for reports/changes to allow selection by zone
  • modified worksheet vendor returns to get
  • modified worksheet vendor returns to get cost based on store zone
01 February 2021
  • added department sales to scheduled reports
  • added register z to scheduled reports
  • added ability to send any report via messages from the report preview
01 February 2021
  • begin implementing Dash Report
01 February 2021
  • enabled minimize button on main container form
01 February 2021
  • finished implementing Dash Report
  • wired up zone copy functions from Mass Updates to allow copying of selected items between zones (now supports add/subtract $ and add/subtract %)
01 February 2021
  • modified Gateway EDI to support same item on invoice more than once
01 February 2021
  • modified mass updates to show cost to 3 decimals
  • modified receiving grid to show cost to 3 decimals
  • modified receiving report to show cost to 3 decimals
  • modified cost change worksheet to show cost to 3 decimals
  • modified cost change worksheet to allow the changing of part cost and item cost in addition to retail
01 February 2021
  • added InvoiceSurcharge field to receving header and receiving reports
  • modified Mass Updates to show vendor part # and part cost for selected vendor
  • created custom executive summary report that shows sales, labor hours and shrink by week
01 February 2021
  • added option to run item sales grouped report in summary mode
  • added option to run item sales grouped by store report in summary mode
  • added ability to edit vendor part cost from item details
01 February 2021
  • fixed bug in mass updates where in certain instances vendor part cost was not being multiplied by # units when updating costs
01 February 2021
  • added ability to refresh QOH in vendor return worksheet (connects and pulls from store)
  • began Harrison EDI
01 February 2021
  • finished Harrison reorder EDI
  • added ability to run buydown report with details
01 February 2021
  • fixed bug when adding coupon to items via mass updates
  • fixed bug in undo changes from mass updates were the cost was not always rolling back
01 February 2021
  • added option to show invoice data and custom 4 lines to the transfer report
  • added price list export to the scheduled reports and mass updates
01 February 2021
  • modified receiving's original cost to use vendor part cost instead of prc_data cost to fix issue with the cost change report
01 February 2021
  • added option to print header lines on invoice report (change in settings)
01 February 2021
  • fixed bug in printing header lines on invoice report (too many characters were allowed)
01 February 2021
  • changed receiving to prompt when entering a UPC that has a vendor part
01 February 2021
  • fixed bug where cost changes applied from receiving were still being written to old queue XML files instead of new database
01 February 2021
  • modified cost change worksheet to show vendor / vendor part
01 February 2021
  • modifed so that tender buckets are being sent when seding down tenders (DB schema update 3)
01 February 2021
  • added option to run eJournal report in "receipt" mode, which shows a pseudo receipt for chargebacks
01 February 2021
  • added ability to receive Powers invoices from local files instead of just FTP
01 February 2021
  • added ability to import Richmond Masters data file
01 February 2021
  • added ability to import Richmond Masters change log data file
01 February 2021
  • added Richmond Masters EDI to reorder / receiving
01 February 2021
  • added option to only send single vendor's parts down when using mass updates -> store updating
  • added checkbox to cost change worksheet to select items for printing
01 February 2021
  • fixed bug in EDI with Gateway regarding PLU_QTY on returned items
  • added ability to add items via compare items in user support utils
  • added ability to compare pricebook zones in mass updates
01 February 2021
  • added print option for compare pricebook zones utility
01 February 2021
  • added EDI for FTP FinTech (just like Powers, except dynamic FTP folder)
01 February 2021
  • fixed bug in formula for AvgRetail on Tope Sellers Report
  • fixed bug where class was not saving in item details screen
01 February 2021
  • added EDI support for WV ABC
01 February 2021
  • added support for importing Low Bob item file in support utils
01 February 2021
  • added ability to input total cost instead of cost each when inputing invoice items on invoice worksheet screen
01 February 2021
  • modified Manuf Sales Report to take into account buydowns for price each
  • modified EDI for FinTech to use Sledd format instead of Powers
01 February 2021
  • modified invoice summary report to validate vendors selected
  • modified invoice summary report to not filter by vendor if all vendors are selected
01 February 2021
01 February 2021
  • fixed bug where xfer/adjustments permissions were not correctly set
01 February 2021
  • began work on new style system discounts
  • Added override reorder type to department
  • added support for open priced item (prc_data pricetype 5)
  • added non sellers multi store Report
  • added option to filter inv eval report by bad margins (cost > retail)
01 February 2021
  • modified PM report to add control line
  • Added ability to increase qty on order by %
01 February 2021
  • added option to show old cost in invoice detail report
  • added logic to check corporate for other stores QOH when in store mode and QOH label is clicked
01 February 2021
  • added EDI support for FTP - Capitol
  • modified buydowns and PM retail report to allow selecting of which buydowns to include in retail scan data report
  • modified employees to allow entry of payrollid and payrollcompany for export feed
01 February 2021
  • added import utility for multiple zone support
  • moved reorder logging to it's own folder and each order gets a unique file
01 February 2021
  • fixed bug in reg z report where tax information wouldn't show if the total tax amount was less than zero
01 February 2021
  • fixed bug where cash was always showing in media detail report
  • added active sledd FTP EDI option
01 February 2021
  • added Snus items to the PM scan report filter
  • began work on alternate vendor part stuff for reorder
  • fixed bug in Working orders where it wasn't taking the vendor part into account when adding items to the order (only UPC #)
  • fixed bug where the QOH shown in the adjustlog was incorrect causing an issue with the adjustlog report
  • fixed bug in negative cashier report where if a receipt contained 2 types of negative items, it would show the items twice
  • fixed bug in suggested transfers where the current high sale store wasn't always being flagged
  • added kit support for EDI receiving via Sledd
  • fixed bug in mass updates where specialty priced items were being incorrectly updated when doing an update directly in the grid
01 February 2021
  • added support for alternate vendors on orders
01 February 2021
  • Modified daily recon to support food stamps and starting till
01 February 2021
  • added fields for food stamps reconciliation
01 February 2021
  • modified promos in retail scan data report
01 February 2021
  • hard coded buydowns to start at midnight and stop at 11:59 PM
  • added dropdown list to allow user to specify rounding in replenishment orders
  • added support for aliases in receiving and finditem form
01 February 2021
  • fixed negative cashier report bug where returns don't show properly
01 February 2021
  • added support for pct discount value/qty in daily reconciliations
  • added support for cycle count variance in daily reconciliations
  • fixed bug when mass applying cost change to vendor parts where part qty was not being multiplied for secondary zones
  • fixed bug in item details where read only user could manipulate vendor parts
  • added support for scanned manufacturer coupons in ejournal report
  • added support for scanned manufacturer coupons in negative cashier report
  • fixed bug in negative cashier report where cancels were not being shown if they were the only detail type chosen
  • fixed bug in negative cashier report where detials would duplicate if more than one negative type was on the receipt
01 February 2021
  • cleaned up find item code
01 February 2021
  • fixed bug in inventory evaluation report where in some scenarios incorrect PB zone was being used in the details view
  • fixed bug when adding remote sales using POS v2
01 February 2021
  • added custom EOD shift report for JR
01 February 2021
  • added support for manual order vendor parts flag in reorder logic
  • added support for do not order flag in order details and working order details
  • added ability to merge working orders
01 February 2021
  • added payins/payouts to accounting feed
01 February 2021
  • added support for renfro EDI via FTP
  • added option to group dept sales report by store details
  • added sums to QOH column in all item sales reports
01 February 2021
  • modified buydown report to run off GUID to ensure accuracy (instad of buydown name)
  • added kit support to JML EDI
  • fixed bug when receiving by vendor part and UPC on the same invoice
01 February 2021
  • added support for carton counts by manufacturer
  • fixed bug in negative cashier report where filter could contain too many items and not return all results
01 February 2021
  • added ability to import just a retail price file
  • added support for lottery variance in daily reconciliation report
01 February 2021
  • fixed bug in dashboards where YTD and MTD dates were sometimes using wrong dates
  • added ability to mass change cigar costs/retail based on another zones cost
  • fixed bug when printing 13 digit barcodes via Dymo
  • fixed bug where reg z customer count was including safe drops
  • fixed bug in RM accounting feed where NULLS were not always being handled
01 February 2021
  • merged old system discounts in with new system discounts so only one director is actively worked on now
  • added commissions module (campaigns and reports)
  • added transfer analysis link from item details to show QOH/Sales info of all stores for a single item
  • added slow sellers report option to non sellers report
  • made columns in order screens moveable
  • moved tax exempt sales to proper line in sales tax reports
01 February 2021
  • added locking mechanism to prevent cycle count worksheets from being opened more than once
  • added reconciled flag to each cycle count item to prevent duplicate saving
  • added ability to edit/send POS settings from corporate
  • added cyclecountGUID to adjustlog entries in cycle counts
01 February 2021
  • added ability to merge orders
01 February 2021
  • cleaned up mass update preview screen logic
01 February 2021
  • added ability to apply cigar mass changes to queue
01 February 2021
  • added department check when showing item details and tells user if item's department doesn't exist instead of saying item not found
01 February 2021
  • added support for capitol EDI receiving to get store number based on account number from file name
01 February 2021
  • fixed typo in physcial inventory tab
01 February 2021
  • fixed bug in item sales grouped by department report where margins in grouping 3 where sometimes displayed incorrectly
  • fixed bug in employee maintenance where pos.receiving setting was not being persisted
  • fixed bug when adding POS panels to corp DB no chain ID was being set
01 February 2021
  • added supply line label type to Zebra label printing
01 February 2021
  • added ability to send campaigns/campaign items down via mass updates -> store updating
  • changed PM report to use WinSCP to FTP file
01 February 2021
  • added support for DoNotPopDrawerForZeroDollarSales POS Settings entry
  • fixed bug when adding pik-a-pack specialty pricing the default standard price was persisting in certain scenarios
  • added ability to send vendor part kits down via mass updates -> store updating
  • removed unused options from POS Flag maintenance
  • fixed bug when adding vendor then resaving could cause overwritten data in certain scenarios
01 February 2021
  • fixed bug when added more than 250 chars to buydown stores
  • changed retail scan data report logic to not multiply store multi pack discounts out
01 February 2021
  • corrected issue support utils import skipping some parent units
01 February 2021
  • optimized schema change
01 February 2021
  • added list of multi scanned items to cycle counts
  • corrected issue where multi scanned items could cause issue in cycle counts
01 February 2021
  • added sending of campaign items to queue via mass updates when mass adding
01 February 2021
  • corrected EDI issue with Coremark receiving and kit items
01 February 2021
  • added support for average costs in receiving
01 February 2021
  • added support for employee changes for new scheduling application
01 February 2021
  • added queue support for employee changes for new scheduling application
01 February 2021
  • added queue support for average cost
01 February 2021
  • added new label type (CLTS 3 Line Combo) for Zebra printers
  • changed RJR scan data report to support new PID fields
  • changed RJR scan data report to get item type from product code field
01 February 2021
  • corrected avg cost connection strings and updating empty dataset
  • added support for PM points campaigns
  • modified PM report to get item type from product code field
  • modified PM report to support loyalty campaigns
  • modified PM report to corrected issue with system discount reporting
  • added support for running PM system discount loyalty campaign along with another system discount
01 February 2021
  • corrected issue with avg cost and manual update when no record exist
01 February 2021
  • corrected an error with average costs
  • added an exception to ManuallyChangeAvgCostPopup
01 February 2021
  • added BusinessWorks Export to Reports
  • Accounting Export
01 February 2021
  • changed buydown by invoice report to only reflect buydowns within the selected date range
01 February 2021
  • added ability to assign values to system discount items so that cartons and packs can coexist in same discount
  • added system discounts report (summary and detailed)
  • corrected issue where Z report costs could be different from other reports costs (both date range and individual)
  • modified CLTS Zebra barcode labels to show UPC number below barcode
  • corrected issue when saving vendor part kits for multiple zones
  • added summarized daily reconciliation report
  • added ability to print audited daily recon report
  • added ability to print cycle count coverage report
  • added report showing when users dismissed safe drop dialog
  • corrected issue where time clock did not take time into account when filtering
  • sales grids are now hidden in store's dash if logged in user does not have sales report permission
  • added report showing orphaned vendor parts
  • added report showing items w/o vendor part
  • corrected issue where items with 0 cost cannot be applied when updating costs from receiving worksheet
  • corrected issue where performance snapshot may not display all discounts
  • corrected issue where performance snapshot customer count could display inaccurate
01 February 2021
  • corrected issue where not all taxes were showing in the ejournal report
  • corrected issue where ejournal report did not show all food stamps tendered
  • corrected issue when receiving EDI via Capitol
  • changed cycle counts to get correct cost
01 February 2021
  • changed system discounts to be store specific
  • added campaign report (summary and detailed)
  • corrected issue where cancelled sales show as negative in certain scenarios in negative cashier report
  • added validation to force numeric entry when setting employee password
  • corrected issue where store mode dash was not taking all discounts into account when showing previous sales
  • modified daily recon report to show audit data from audit screen
  • store mode dash now hides sales numbers if logged in user doesn't have salesreport permission
  • when removing a store from price exception, queue records are now created to push back original price
  • modified retail scan data report to include new loyalty fields
  • added ability to update invoice surcharge after invoice is applied
01 February 2021
  • added support for EDI receiving via AMCON (now drills down to account subfolders)
01 February 2021
  • corrected issue with FTP'ing RJR scan data report
  • added tables for custom filters
  • corrected issue where ejournal report did not take all taxes into account
01 February 2021
  • added custom filter to mass updates
  • added ability to run PM report based on new pdetail fields for loyalty/system discounts
01 February 2021
  • optimized ToDo items
01 February 2021
  • added option to include buydowns in inv eval report
  • changed Zebra format for supply line label format
  • optimized creation of ToDo list items when sent to store
01 February 2021
  • began framework for favorite reports
01 February 2021
  • corrected issue when saving employees
01 February 2021
  • corrected issue with inline cost/price updates in mass updates no longer being available in certain scenarios
01 February 2021
  • added number of receipts with a void to negative cashier report
01 February 2021
  • added quick search popup on all vendor selection screens
01 February 2021
  • corrected issue with deleting Average Cost records from the queue
  • added schedule option to system discounts so they will only fire on specified days/times
  • corrected error that prevented deleting employees
01 February 2021
  • corrected various typos / visual errors
01 February 2021
  • added initial support for enhanced loyalty
01 February 2021
  • corrected buydown sales by invoice date range issue
  • added ability to quickly add stores to buydowns/vendors/discounts from store maint screen
01 February 2021
  • changed top sellers report logic to help with timeout issues
  • added support for EDI via Amcon
01 February 2021
  • added support for RJR loyalty
  • added suport for panel sets so corporate could have panels for various stores types
01 February 2021
  • corrected issue in mass updates right click filtering
  • added option in mass updates to only send vendor parts for filtered items
  • cleaned up UI in custom ad hoc filter screen
  • corrected issue in mass updates custom filter were only up to 79 items were shown
  • added ability to run reorder report grouped by department
  • added ability to schedule price changes from mass updates
  • added ability to resend inavtive items down to stores
  • corrected issue in enhanced loyalty campaign summary report where campaign name was incorrect in certain scenarios
  • modified non sellers report to use pb zones if single store is selected
  • corrected issue when printing Dymo labels from invoice where the qty field was not being used
01 February 2021
  • corrected issue when deleting item from item details aliases was using incorrect connection string
01 February 2021
  • began community pages
  • building favorites label on all reports to "Add To Favorites"
01 February 2021
  • added RJR promo support
  • corrected isseue with transfer report issue where it could not be run twice
  • cleaned up RJR promo UI
01 February 2021
  • added support for FTP - HS Wholesale EDI
01 February 2021
  • added PLU inventory snapshot report
  • corrected issue when drilling down into dept sales report where buydowns where not including in adjusted cost
01 February 2021
  • added custAccount for store number to PO Reports
  • made RJR FTP port dynamic
  • corrected YY issue in EDI for HS wholesale
  • continued work on FTX Community
01 February 2021
  • accounting updates for QB
01 February 2021
  • exposed option of enabling/disabling receiving without a vendor part
  • added ability to zero out the loyalty points for a campaign
  • corrected issue where item details charts where not in month order if there was a year overlap
  • corrected issue when adding mix/match items error was thrown in certain scenarios
01 February 2021
  • changed Dymo labels to print alias instead of UPC when an alias is present
01 February 2021
  • added ability to lock in tree views from item details
01 February 2021
  • changed item details to remember tree view preferences between lock checks
  • corrected issue in working order print where if there was no EDI information the report was blank
  • optimized discount schedule to only write selected stores to Queue
  • updated reports to realign columns so exporting to Excel would all line up
  • item details chart has been put into correct order
01 February 2021
  • changed PM report logic so that it does not flag MFG DEAL 3 if it was not a loyalty sale
01 February 2021
  • added support for reorder EDI
  • FTP - Imperial - changed custom summary sales report to include vapor and beverages
01 February 2021
  • changed custom daily sales report to include tender 40
  • corrected issue when printing working order grouped by department without EDI data, the report was blank
  • corrected issue where average cost setting was not displayed in settings screen
  • optimized average cost popup screens and messages
01 February 2021
  • added support for enhanced loyalty tender multipliers
  • added support for enhanced loyalty balance points ratios
01 February 2021
  • modified EDI FTP Amcon to support different FTP credentials for order & receiving
01 February 2021
  • HS Wholesale to have dynamic file extension and sort by vendor part
01 February 2021
  • modified PM scan data for enhanced loyalty
01 February 2021
  • corrected issue where previous orders required an EDI record to print
01 February 2021
  • modified the transfer report with ability to filter based on the transfer type.
01 February 2021
  • corrected issue with Dashboard department sales
01 February 2021
  • optimized Store Dashboard, Hourly Sales Report, and Register Z report for customer count result
  • modified Reconciliation Report "Customer count" verbage to indicate count is number of transactions
  • updated text fields to "Read-only" when editing invoices and Director is set to not allow deleting/editing applied invoices.
01 February 2021
  • created FTP-Alison for EDI
  • optimized Top Sellers report creation
01 February 2021
  • corrected issue in department sales report for proper return reporting
01 February 2021
  • added support for importing QB pricebook file with links & vendor parts
01 February 2021
  • added ability to run PM report with multiple discounts
01 February 2021
  • added Transfer Offsets to QB feed
01 February 2021
  • added support for aliases when printing Dymo barcoded labels
  • corrected issue where saving discounts with schedule disabled save button
  • corrected issue that caused the Non-Sellers report to return empty in certain instances
  • corrected issue with RJR reporting
  • corrected improper alignment on reports exported to Excel
  • corrected situtational inconsistencies with the Chronological Inventory Movement Report
  • added House Account balances to House Account Report
01 February 2021
  • added desktop/pop up style notification when new message is received
  • added settings for "new message" notification
  • optimized message count
01 February 2021
  • corrected EDI issue where vendor id and store num may switch in parameters
01 February 2021
  • corrected issue for Store Mode department sales reporting
  • added store name to "QoH By Store" window
  • added support for mass-adding Lottery Items to new pricebook zones
  • optimized interface for "Custom Filters"
  • added support for deleting individual queue records
01 February 2021
  • added support for scanned manufacturer coupons to retail scan data report
01 February 2021
  • added EDI support for Kaiser
01 February 2021
  • optimized FTX Community for better thread body handling
01 February 2021
  • optimized the sending of larger queue record batches
01 February 2021
  • modified non sellers report to exclude items with no quantity on hand when running by PriceBook Zone
  • added ability to save cost change to all zones
  • added support for free items in enhanced loyalty
01 February 2021
  • corrected issue in top sellers report for time range
  • corrected issue in the item sales report for user prompt
01 February 2021
  • corrected issue with store labels on the Item Sales Report when "Group by Store" was checked
01 February 2021
  • modified PM report to log BEF discounts under multipack or store funded when using multidiscount report
  • optimized integrated loyalty points per dollar-type campaigns
01 February 2021
  • modified imperial EDI reorder to have a filename less than 12 total chars
01 February 2021
  • optimized Cycle Count & Spot Checks
01 February 2021
  • modified PM scan data for requested 2017 changes
  • added EDI sent timestamp to PO's
01 February 2021
  • added support for Modern EDI
  • began implementing uplifts
01 February 2021
  • modified Modern EDI for FTP
01 February 2021
  • modified Modern EDI reorder format
01 February 2021
  • changed invoicedetail dataset for query on invoice report
01 February 2021
  • changed invoice worksheet to lookup non vendor part items using pcname instead of PLU Internal/Release
01 February 2021
  • Corrected issue that prevented items from being deleted from pricebook. Release
01 February 2021
  • Visual polishing for FTX community
  • Corrected various typos
01 February 2021
  • Corrected an error with the Average Cost Utility
01 February 2021
  • added special PM report for single customer
01 February 2021
  • changed Average Cost Utility to only work on items in the Mass Updates filter
01 February 2021
  • added ability to send Average Cost via Store Updating in Mass Updates
01 February 2021
  • corrected issue in sending discounts with schedule to stores
01 February 2021
  • corrected issue with queue records not being created when deleting vendor parts
01 February 2021
  • corrected issue with "subtrac dollar" type pricing exceptions
  • added exception type to price exception details screen
01 February 2021
  • average cost now defaults to the entered cost on new items
  • added campaign receipt report
01 February 2021
  • Corrected issue with scheduled discounts not running on schedule in some instances
  • Corrected an issue that prevented a discount from being deleted from a store if the store was removed from the discount at corporate
  • corrected an issue with item images in POS
01 February 2021
  • added option to update SSH key used when sending PM report
01 February 2021
  • corrected error message when saving a new item twice
  • corrected an issue that prevented filtering by Sub Category in Mass Updates
01 February 2021
  • corrected a discrepancy with the way transfers show in the Chronological Inventory Movement Report
01 February 2021
  • corrected issue with dashboard sales showing wrong "yesterday", "Last Week", and "LastMonth" amounts
01 February 2021
  • corrected issue in non-sellers report where pik-pak items were showing multiple times
01 February 2021
  • corrected issue where ejournal subtotal was not correct in some instances
01 February 2021
  • added new option to set a maximum percent discount on departments
01 February 2021
  • added EDI support for Pinestate
01 February 2021
  • added option to only view active stores when selecting stores for changes/reporting
  • modified PM report to split non discounted items from discounted items in same sale record
  • removed access to deprecated PM report options
  • corrected issue where buydown grid was not showing UPCs/Descriptions
01 February 2021
  • enabled new fields for RJR 2017 report format
01 February 2021
  • added Zebra CS Format A label
  • added Zebra CS Format B label
  • modified PM report to not flag system discounts w/ trigger qty of 1 as multipack
  • merged enhanced loyalty into standard PM report format
  • corrected issue with the reconciliation report not showing the correct sign in the "Verified Over/Short" column
  • modified Pinestate EDI to change reorder filename and not require an invoice folder
  • modified Pinestate EDI to change reorder filename and not require an invoice folder
01 February 2021
  • added support for kitchen printer, kitchen monitor and waste
  • modified RJR report to add 31st column
  • created min/max item list report
01 February 2021
  • added option to "Show the Item Number". replaces UPC with vendor part number on the report
  • Corrected issue with Purchase Analysis report where items on Pik-a-Pak pricing were showing up more than once
  • corrected an issue with Mass Updates "Zone Utilities" that would cause the price/cost to be replaced with zero in some cases
  • added Director option to show retail after buydowns on Cycle Count reports
  • corrected an issue where departments set not to add to sales could no longer show up on Item/Department sales reports
  • added an option for lottery tickets to include a ticket number "0"
  • corrected issue in Pine State EDI Receiving not downloading invoices
  • Added XCount to Register Z report
01 February 2021
  • corrected Zebra CS Format A Label
01 February 2021
  • added system discount summary by store report
  • changed system discount filter to sort by discount name
  • corrected an error that would prevent top(50) sellers report from running in some instances
  • Added ability to view and remove scheduled To Do tasks
  • corrected an issue that prevented removing items from a coupon whitelist (enhanced loyalty)
  • Updated Carton Counts to allow more than one manufacturer per definition
  • Updated Quickbooks Accounting Export
01 February 2021
  • modified PM report to rollup loyalty discounts to new line
01 February 2021
  • added ability for users to enter custom data for PM/UST loyalty discount fields in PM report
01 February 2021
  • corrected an issue that allowed for applied invoices to be deleted even if the "disable deleting invoices" box was checked
  • added support for Lottery games that start with ticket number zero
01 February 2021
  • added average sales per week column to order details grid
  • corrected column labels in cost change report
  • added ability to change the POS flag for an item so it could be taxed differently than its department
01 February 2021
  • modified PM report to roll up loyalty discounts
01 February 2021
  • added logic to check for alias when adding new item
  • added shelf tag zebra label
  • added support for attaching documents to messages in Store Mode
  • added store name to cycle count hybrid report
  • modified item sales grouped by store details report to sort by top selling stores
  • Corrected quantity field in System Discounts Report (this was giving incorrect values previously)
  • changed queue to auto-send payroll ID for everyone (not just when using PC payroll integration)
  • Corrected issue that prevented Allison EDI method from deleting files on the FTP site
  • modfied Trepco reorder EDI to sort by department
  • corrected mass updates issue that prevented updating subclass and sub categories
  • removed system discount details from ejournal report
  • Corrected enhanced loyalty filtering to be able to filter by subclass
  • Added BuyDownDetail report
  • Added PayIn/Payout Report
  • Added ability to edit scheduled order filter
01 February 2021
  • modified Inv Eval Group By Store Report to page break by store
01 February 2021
  • added ability to apply database updates silently
01 February 2021
  • added ability to copy system discounts
  • added scheduled checkbox to system discount grid
01 February 2021
  • added enhanced loyalty reports for customer list/Activity
  • Changed Tree View in Mass Updates to only show Active items
  • Added "Customer Tax Report" option to the Customer Activity Report
01 February 2021
  • added ability to remove items from all discounts via Mass Updates
  • added new order type (Hybrid Days of Inventory / Replenishment)
01 February 2021
  • added ability to remove items from a single discount via mass updates
  • Removed coupon name from mass update grid
  • Added delete button to sales restriction screen
01 February 2021
  • added ability to show vendor part number instead of UPC in item sales report
  • added ability to run link report with filters.
  • added ability for media detail report to group by store.
  • corrected an issue where the "Print" button didn't work correctly in Suggested Transfers
  • corrected issue that was causing the wrong costs/prices to show on cycle count reports in some cases
  • corrected item cost calculation on Quick Books export
  • Added option to disable using average cost on Adjustments
01 February 2021
  • added control center base URL to settings
01 February 2021
  • corrected value added promotion reporting in RJR scan data report.
01 February 2021
  • added trend by profit/department report
01 February 2021
  • corrected issue where adding a new item to a buydown was not queueing the change to be sent to stores.
01 February 2021
  • corrected issue where cost changes from other zones were not being added to the queue from receiving worksheet
01 February 2021
  • modified adjustments to create average cost calculation record
  • System Discounts and Employee Maintenance now remember grid sorting and selection, so they retain sorting and selection after updating a record
  • added shelf label report for 5167 without barcodes
  • update Buydowns grid to pull accurate pricing again
  • added report to show cycle count totals across a date range
  • added coupon reporting to RJR scan data report
  • Added the following filters to the Enhanced Loyalty Reports:
  • 1) Customers who are okay with being contacted (ok to text, ok to email)
  • 2) Show where customers were entered into the loyalty system (what store) / show customers entered in by employee/store
  • 3) Show customers who shop at multiple locations
  • 4) Customers who have greater than, less than, equal to dollar amount in sales total (across time filters and total)
  • 5) Show customers who purchased in specific time frames, specific stores
  • 6) Show items that customers purchased
  • 7) Ability to show customers who purchased from specific departments/categories/manuf/product groups/ect with total $ amount spent in those filters (show customers who spent > $1000 at stores 1,2,3,4 in cigar dept)
  • 8) Show customers who have X numbers of activity (transactions) between specific dates
  • 9) Show customers who haven't been active in X number of days (with filters who are okay to contact)
  • updated Inactive Item Wizard to change Tree info and department of items being marked inactive
  • corrected issue with timeclock module in Maintenance that prevented some entries from showing in some cases
  • added field to time clock report to show record type (vacation, holiday, etc.)
  • added warning to Mass Updates when "delete All" is checked to ask the user if they're sure
  • corrected issue where the System Discount List Report would not print
  • created Department Sales Comparison Report
01 February 2021
  • corrected an issue where editing a scheduled order did not work correctly
  • added Estimated Retail to previous orders
  • corrected issue that caused customer counts to be inconsistent between reports
  • corrected issue that caused the "Standard Price Type" to reset the sell quantity to 1 regardless of user input
  • deleting a cycle count definition at corporate now creates a queue record to delete it at the store
  • added Custom Hybrid Report for cycle counts to show rollup retail and retail variance (default Hybrid Report show cost rather than retail)
  • corrected error message when printing labels from an invoice
  • corrected issue that would allow adjustments to be applied twice in some circumstances
  • updated "Random Items" type cycle count definitions to include the parent/child items of any items selected
  • Changed Fuel Sales and Lottery Info to be optional on Daily Reconciliation Report
01 February 2021
  • Modified RJR scan data to treat system discounts with a quantity of 1 as account promos
  • Modified RJR scan data to seperate MFG multi pack from account multi pack discounts
01 February 2021
  • Modified RJR scan data to move multipack discounts to correct column
01 February 2021
  • Modified RJR scan data to handle BuyXGetY Free system discounts
01 February 2021
  • Modified RJR scan data to not divide system discounts by qty
01 February 2021
  • corrected Lottery display in Daily Reconciliation Report
01 February 2021
  • corrected an error that prevented saving new employees
01 February 2021
  • added the ability to schedule a blank order
01 February 2021
  • created system discount item details report
  • improved performance when viewing messages with large attachements
  • deleting an unapplied invoice from corporate no longer creates a queue record to delete the invoice at the store
  • changed dashboard in store mode to hide sales data if the "Shift Recon is Blind" option is selected in the POS
  • updated timeclock report to correctly sort by last name when grouping by employee
  • added button to orders screen to refresh the quantity on hand
  • added ability to search by vendor parts when adding items to a pricing exception
  • added ability for Director to remember the column layout in Mass Updates
  • corrected an issue that prevented discount schedules from sending to stores when the discount was changed
  • Updated invoice summary report to allow it to be run for more than 50 vendors at a time
  • corrected an error message on some cycle count report types when printed from an unfinished count
  • added filter options to out of stock report; also modified the report to exclude an item if its parent/child unit is in stock
  • added a report to show loyalty customers enrolled by store
  • corrected an issue with saving/deleting sub accounts in Director
  • corrected a rare error message when removing zero quantities from orders
01 February 2021
  • modified Coremark EDI to correctly process vendor part kits
01 February 2021
  • modifed RJR Report for "Buy X Get Y Free" discounts per RJR's direction
01 February 2021
  • corrected an issue with the RJR scan data report to keep it from timing out
01 February 2021
  • added ability to filter the "Compare Pricebook Zones" tool by Department
  • corrected an issue that caused exception prices to be displayed incorrectly in the pricing exceptions screen.
  • corrected a rare error when running the out of stock report multiple times
  • corrected issue that prevented average cost from updating when invoices were applied
01 February 2021
  • modified system discount item details report to show the number of items discounted
01 February 2021
  • modified non sellers report to show last invoice date instead of total retail
01 February 2021
  • modified non sellers report to get last invoice date from parent if there are no purchases for an item
01 February 2021
  • added "New Item" field to the order guide report
01 February 2021
  • removed some options in Director that are no longer used
  • corrected an error that caused the "Get Settings From Store" dropdown to show all store numbers twice
  • added ability to search by vendor part when adding items to pricing exceptions
  • added ability to filter Mass Updates by vendor
  • added report to show all items on specialty pricing
01 February 2021
  • corrected an issue with the RJR scan data that caused the promo flag to say "N" when it should say "Y"
  • added Manufacturer Promotion Descriptions to the RJR scan data report
  • added an "are you sure?" message box to the Undo Changes Utility in Mass Updates
  • added the ability to group the Invoice Summary Report by store
  • added ability to import receiving history into Director using a CSV file
01 February 2021
  • added support for uplifts discounts
  • added ability to filter top sellers report by vendor
  • added ability to run the top sellers report for the top 200
  • Modified RJR scan data to not add promo amountt to final price
01 February 2021
  • madified non-sellers report to get "added date" from the parent item if no other data exists.
  • added ability to exclude recently added items from the non-sellers report
01 February 2021
01 February 2021
  • Added ability to schedule any report type
  • Reports - Added ability to set reports as favorites in order to run them more quickly
  • Mass Updates - corrected an issue that was causing an error message when sending POS flags to a store
  • RJR Scan Data Report
  • Added Coupon PID to RJR Report
  • Time Clock - added the ability to create new entry types for the time clock
  • Suggested Transfers - added ability to use additional filter options
  • Suggested Transfers - corrected an issue with the "Rollup Links" option
  • Pricing Exceptions - corrected an issue where removing an item from an exception did not update stores in that exception
  • Reports - created Transfer Cost Compare Report
01 February 2021
  • corrected an issue that would allow an invoice to be applied twice in some instances
  • Messages - optimized messages to prevent timeouts with large attachments
01 February 2021
  • when selecting "Print Guide", added subunit quantity on hand to report
  • Reports - Inventory Adjustments Report
  • added waste/spoilage adjustments
  • Reports - Store Price Change Report
  • added notes and employee.
  • Reports - Store Price Change Report
  • added group by dept option
  • Loyalty Campaigns
  • added the ability to copy an existing campaign
  • Reports - Timeclock report
  • added option to page break by store
  • Reports - Suspicious Date Entries Report now shows "Age Visually Verified" rather than "1/1/1900"
  • Reports - added "Batch Daily Recon Details" option to Reconciliation Report
01 February 2021
  • added option to disable "Est Retail" column in Previous Orders
01 February 2021
  • corrected issue with sending special characters ($,#,%) to Control Center
01 February 2021
  • Receiving/Transfers/Adjustments
  • removed ability to transfer/adjust an item that is not marked as "Active"
  • Receiving - corrected an issue that may cause the "Apply Cost to All Zones" option to change pricing for some zones
01 February 2021
  • corrected an issue with the Print button in the timeclock module that may cause it to only show manual entries
01 February 2021
  • corrected an issue that caused items with identical descriptions to report incorrectly
01 February 2021
  • corrected an error message when an inactive item was in a cycle count definition
01 February 2021
  • added option to use the item's price as the "Promo Amount" if the promo amount is set to 999
01 February 2021
  • End of Day Report (JR's Format)
  • updated the report according to JR's specifications
  • Hybrid Reorder Method - added "Check All" and "Uncheck All" options when selecting departments for the order
  • Department Sales Report - corrected an issue that prevented the report from grouping by store
  • Inventory Adjustments Report
  • corrected an issue where waste items may not show up if no other adjustments had been done on them
  • Safe Drop Report - updated report to group by store
01 February 2021
  • added ability to update the cost / qty of items in the kit.
01 February 2021
  • added support for the 34 column format
01 February 2021
  • corrected an issue that may cause Director to close after running
01 February 2021
  • Added "Promo Flag" and "Promo Amount" to the grid and to Field Updates
  • Reports - System Discount Item Details
  • corrected an issue that caused this report to show incorrect dollar values in some cases
  • Reports - Daily Reconciliation
  • Audit Recon - corrected an issue where the deposit value on the Audit Report may not use audit values
  • Enhanced Loyalty - corrected an issue with the Loyalty Customer Activity Report that may cause it to display incorrect receipt information
  • Reorder - added subunit quantity on hand to Order Guide Report
  • Maintenance - Timeclock - corrected an issue that prevented the report from page breaking by store
  • Reorders - corrected "Order Method" label for Hybrid Days/Replenishment orders
  • Pricing Exceptions - added "Print Exception Report" button to Pricing Exception Details screen
  • Receiving/Transfers/Adjustments
  • added a popup message if a user attempts to add an inactive item
  • Receiving - added Verified Invoices
01 February 2021
  • Top Sellers Report - corrected an issue that prevented the report from running if the time frame was less than 2 weeks
01 February 2021
  • Fixed error message when saving a new POS flag
  • RJR Scan Data Report - made a correction to 34 field format as per MSA's instructions
  • Item Details - Added a check box to set the vendor part description to match the item description
01 February 2021
  • Item Detail Analysis - added invoice number to Inventory Data view
01 February 2021
  • added "Raffle" and "Reward Every X Customer" campaign types
01 February 2021
  • Verified Invoices - corrected issue with creating correction invoices after verifying invoices
01 February 2021
  • replaced override code with a web license
  • Orders - changed orders to remove leading and trailing spaces from vendor part numbers to prevent issues with EDI processing
  • Loyalty Customer Activity Report
  • added register number to the report
  • Reports - added ability to filter by Sub Category on all reports that allow filtering by tree information
  • Orders - corrected an issue that caused Pik-a-Pak items to be duplicated when printing an order
01 February 2021
  • updated report to properly report business enhancement funds when "Or More" is not checked on the system discount
01 February 2021
  • added support for triggered discounts
  • House Accounts - corrected an issue that prevented the addition of sub accounts to house accounts
  • Reports - added ability to send reports as an email attachement
01 February 2021
  • added options for minimum quantity and auto-win settings
  • Adjustments - added ability to send adjustments from corporate to stores, and from stores to corporate
  • Reorders - added ability to save department settings for the Hybrid Days / Replenishment order type
  • Cycle Counts - added Cycle Count Hybrid Report with Qty Sold
  • Reports - added an option to run the Department Sales Report for "Open Dept" sales only
  • Schedules Module - Created the employee scheduling module
01 February 2021
  • add a check box for "on promo" items to report the promo amount as the item price
01 February 2021
  • corrected an issue where copied schedules would not be copied correctly
  • Item Details - added a warning message when deleting an item if that item's pricename is being used by other items
  • Item Details - added total qty sold and sales dollars to the Item Detail Analysis sales grid
  • Item Compare - added logging to record which login added items from item compare
01 February 2021
  • fixed bug with using avg cost in item sales, dept sales and inv_eval reports
01 February 2021
  • Added EDI receiving option for FTP
  • Trepco (New Format)
  • Reports - added snapshots to the inventory movement report
  • Scheduled Orders - added ability to copy a scheduled order
01 February 2021
  • corrected an issue that was preventing certain order types from generating
01 February 2021
  • Corrected an issue with the reorder worksheet that caused the "Order Method" label to show the wrong method
01 February 2021
  • corrected an issue that caused some data to remain when deleting items.
  • Item Details - added breakdowns to Item Analysis screen
  • Uplifts - updated reports to show when an uplift was "won" but didn't prompt the cashier
  • Daily Sales Report - corrected an arithmetic error with refunds
  • Average Cost - corrected an issue that was causing average cost changes to be sent to the wrong stores in some instances
01 February 2021
  • corrected an error message that was coming up when running the inventory evaluation report
  • EDI Trepco (New Format) - corrected an issue with items that appeared on multiple lines of the EDI file
01 February 2021
  • corrected an issue that was causing the PM and RJR scan data reports to run with the wrong ftp password in some instances
01 February 2021
  • added "announcements" feature to allow corporate to create messages for stores that can't be deleted at the store level
  • Time Clock - added ability to create customized timeclock entry types
01 February 2021
  • corrected an issue where printing spot checks was showing the incorrect cost
01 February 2021
  • corrected lableing of reorder method on the reorder worksheet
  • EDI Trepco (New Format) - added option to auto-show invoice if there is only 1 invoice in the file
  • Announcements - added display to announcements to allow corporate to view FasTrax news
  • Suggested Transfers - added ability to filter by UPC with multiple UPCs at a time
  • Zebra Labels - added support for multi-line descriptions in custom label formats
  • Suggested Transfers - added the rollup inventory/sales for each store when the "Rollup Links" box is checked
  • Reports - corrected the headings on the "drilldown to item sales" version of the Department Sales Report
  • Receiving - updated receiving worksheet to maintain sorting after an item on the sheet is changed
  • Loyalty / Commissions - corrected an issue that prevented adding an item to a loyalty campaign that was already in a commission campaign
  • Scheduled Reports - corrected an issue that prevented scheduled reports from attaching to Director messages correctly
01 February 2021
  • corrected the "News" display to make it read only
  • EDI Receiving - corrected an issue that allowed the same FasTrax EDI file to be processed multiple times
01 February 2021
  • added option to round up to the nearest .99 when making GM changes
  • Item Details - added ability to recover a deleted item
  • Timeclock Report - added an option to print the report in portrait view
  • Daily Recon Report - corrected an issue that prevented lottery information from showing on this report
  • Enhanced Loyalty - added report to track how many loyalty customers were added by each employee
01 February 2021
  • added enhanced loyalty analysis tab
01 February 2021
  • Department Sales Report
  • updated "Summary" version of report to reflect the same avg retail and avg cost as the regular version
  • Enhanced Loyalty - added ability for corporate to manually add points to an account
  • Negative Checks - made the "Accept Checks from this customer" box visible again since POS is now using it
  • PM Scan Data report - corrected an issue when reporting sales with multiple different UPCs on the same discount
01 February 2021
  • corrected an issue where the Mass Print Z's store list would not populate correctly
01 February 2021
  • added a setting for which day to count as the first day when using "Last Week" and "This Week" options
  • Employees - corrected an issue with the "Default Store" setting that prevented the store list from displaying correctly
  • Mass Updates - corrected an issue that would allow filtering to a maximum of 78 items when using "Filter based on Selection"
  • Employees - Added "Full Time" setting
  • Vendors - updated Vendors to allow vendor contact info to send down to the stores
  • Mass Updates Field Updates - changed the "on promo" field to use a dropdown to update
  • Scheduled Orders - added the ability to delete multiple scheduled orders at once
  • Mass Updates Scheduled Changes
  • corrected an issue when scheduling changes for items with multiple different costs
  • Employee Scheduler - Corrected an issue that caused copied schedules to copy incorrectly
01 February 2021
  • corrected an issue that was removing spaces from vendor parts when adding them to orders
01 February 2021
  • added a report to show the active campaigns for a store
01 February 2021
  • added option to search the list of Kits
  • Dashboard - Enabled running the Snapshot report for a date range
  • Item Details - added the quantity on order to the Item Details screen
  • Working Orders - modified printed working orders to allow costs to be hidden
  • Item Details - searching for an item by UPC now also searches by alias
  • Non-Sellers Report - added ability to exclude items received in the last X days
01 February 2021
  • added ability to send large queue records in smaller chunks to compensate for slower internet speeds
  • Mass Updates - corrected an issue that would cause the wrong pricebook zone to become selected when switching to item details and back again
  • Mass Updates - deleting items from Mass Updates now requires an admin password
  • Vendors - deleting a vendor will now delete all associated vendor parts
01 February 2021
  • corrected an issue where items deleted from Mass Updates were not sending to stores correctly
  • Mass Updates - created new option in Store Updating to send only vendor parts to the selected stores
  • Enhance Loyalty - updated loyalty analysis to show sales amount
  • Cycle Counts - updated Custom Hybrid Report to include buydowns in variance pricing
  • Reports - Created Flash Report to show all the expiring, current, and upcoming Buydowns/System Discounts/Commissions/Loyalty Campaigns
01 February 2021
  • Time Clock Export (PC Payroll)
  • added PayrollEIN to export
01 February 2021
  • Added report to show all PLU aliases along with their associate PLU
  • Mass Updates - added ability to remove items from buydowns in Mass Updates
  • RJR report - modified to subtract coupon amount from final sale price
  • Transfers/Adjustments/Receiving
  • corrected an issue that caused the login associated with the Transfer/Adjustment/Receiving to display incorrectly at corporate
01 February 2021
  • added report to show all open ended redemptions
01 February 2021
  • added safeguards to prevent scheduling the same employee with two overlapping shifts
01 February 2021
  • corrected an issue with discounts reporting
01 February 2021
  • added EDI method for Bradley Caldwell Inc.
  • Item Details - added QOH/Sales popup
  • Mass Updates - added ability to use scheduled changes for vendor part cost changes
  • Item/Department Sales reprots
  • corrected an issue where some filters for these reports would exclude all items/departments that are not added to sales
  • Register Z report - added option to subtract manufacturer coupons from the Adjusted Total
  • Hybrid Reorder - Reorder settings now save when an order is generated
01 February 2021
  • Added RGIS export - Enhanced Loyalty
  • added ability to search the customer list
  • Mass Updates - added ability to restore items deleted from mass updates
  • Enhanced Loyalty - Added alternate customer information report to show dollars spent for each customer
  • Enhanced Loyalty - corrected an issue with the Loyalty Customer Information report that would prevent it from running for a large list of customers
  • Enhanced Loyalty - corrected an issue where corporate could not add points to a customers account on any machine other than the server
01 February 2021
  • corrected formatting of RGIS export
01 February 2021
  • added date range to the report - Enhanced Loyalty
  • added setting on balance types that chooses whether to display those balances on the receipt
  • Employee Scheduler - added ability to set different store hours for each day of the week
  • House Accounts - Added a utility to merge store/corporate House Accounts
  • PM Scan Data - added House Account discounts to the report
  • Receiving - corrected an issue that allowed items to be added to an applied invoice (despite settings that should disallow that)
  • EDI Receiving - updated Amcon EDI method to add the ability to process vendor part kits
01 February 2021
  • When adding a vendor part from Item Details, the part number now defaults to the PLU
  • RJR Scan Data - added field in Buydowns to enter the discount name to display in the retail report
  • RJR Scan Data - modified report to split transactions multiple items on one line
  • EDI Receiving - added support for Amcon - Illinois
01 February 2021
  • added prompt asking whether to copy active stores when copying a buydown
01 February 2021
  • Added debug log for custom summary sales report
01 February 2021
  • corrected an issue with the "Move Up" and "Move Down" buttons not moving the discount correctly
  • Time Clock - corrected an issue that prevented deleted time clock records from sending down to the stores
  • Avg Cost - modified average cost utility to correctly calculate costs for items with vendor part quantities greater than 1
  • Negative Items Report - added new report options to show item returns, item returns with price changes, and a summary of items returned, voided or canceled
  • RJR Scan Data - corrected an issue that would cause some discounts to report negative amounts
  • Receiving - corrected an issue that prevented applying invoices to stores immediately
  • Item Sales Report - corrected an issue that caused items with identical descriptions to display multiple times
  • EDI Receiving - corrected an issue where processed EDI files would sometimes fail to archive
01 February 2021
  • added ability to group report by store
  • RJR Scan Data - made a correction to the transaction splitting to take sale limiters into account
  • Scheduled Reports - streamlined the process of running scheduled reports in order to prevent timeouts when many reports are scheduled at the same time
  • Gift Cards - Added ability to manually load a gift card
  • Purchase Analysis Report - added more detailed report option to break down purchases by item/vendor
01 February 2021
  • resolved an issue where discount schedules were being sent for discounts without "use schedule" checked
  • House Accounts - resolved issue with the "House Account" flag getting set incorrectly when changing an account
  • Mass Updates - the "On Promo" field was not populating; this has been corrected
  • Mass Updates - corrected an issue that sometimes caused items to display twice when filtering by vendor
  • RJR/PM Scan Data - modified interface to show progress counter
  • Enhanced Loyalty - added "Last Store" to Customers grid
  • RJR Scan Data - replaced zero coupon amounts with blanks at MSA's requested
  • RJR Scan Data - corrected an issue that caused the buydown name to report incorrectly in some cases
01 February 2021
  • modified BCI receiving to work off of PLU rather than vendor part
01 February 2021
  • created effective pricing report
  • Reorders - added ability to set and use a minimum order qty for an item
  • Buydowns - added "Buydown Groups" to buydown interface and added ability to filter by group
  • Time Clock - modified employee filter to only show active employees
  • Enhanced Loyalty - resolved an issue that was preventing the "Dollars Spent" from being updated with new sales
01 February 2021
  • resolved an issue where transfers that failed to apply to the stores would never show applied at corporate
  • Receiving - added option to auto-append the store number to the end of all newly created invoices
  • Loyalty/Sales Reports
  • added a setting that allows loyalty coupons/redemptions to display as discounts on sales reports
  • Negative Cashier Report
  • resolved an issue that caused the report to group by employee name rather than employee number
01 February 2021
  • Support Utilities - added ability to import costs from a CSV file
  • Buydown report - added ability to run for a list of manufacturers
  • Buydown Report - added a check to verify that a store was included in a buydown before adding it to the report
01 February 2021
  • added support for percentage-based commissions
01 February 2021
  • Corrected an issue that caused an error message when loading the EDI receiving screen in some instances
  • Item Details - Added a failsafe to prevent recursive item links
  • Sales Tax Report - Corrected an issue that was causing the tax rates on the report to be incorrect
01 February 2021
  • corrected an issue with "Buy X get Y" discount types that caused errors on RJR's side when processing the file
  • RJR Scan Data - removed voided items from the report in order to correct an issue with negative discount amounts
01 February 2021
  • Added a failsafe to prevent an issue that allowed invoices to be applied twice in some rare instances
01 February 2021
  • Added detailed permissions for handheld applications
01 February 2021
  • removed the list of "Z's included in this report" that showed up after every Z
  • Non-sellers Report - corrected an issue where the quantity on hand for items on this report were incorrect
  • RJR Scan Data - fixed negative qty issue with item returns
01 February 2021
  • changed print preview to not rollup links if there are multiple layers to the link (i.e. an item with both a parent and a child)
  • News/Announcements - revamped News/Announcements updates to prevent slowdowns when opening Director while the internet is down
  • EDI Ordering - added a message to notify the user if the EDI file did not send correctly
  • Cycle Counts - corrected an issue that caused breakdowns tracking on cycle counts to be incorrect in some instances
  • System Discounts - added ability to drag and drop discounts to rearrange priority
  • Schedules Module - added support for setting a store to be closed on selected days
  • Schedules Module - added feature to suggest Weekly Budgeted Hours based on store hours and minimum staff
  • Imperial EDI receiving - corrected an error message that would show up if the user clicked on whitespace rather than an invoice
01 February 2021
  • added ability to run Xfer Analysis from stores
01 February 2021
  • added ability to pull/send tax groups to stores
  • Buydowns - corrected buydown grid to show correct pricing on items when using "Part of Carton"
01 February 2021
  • corrected an issue that caused items that had multiple PLU's in their vendor parts to reorder the wrong quantity
01 February 2021
  • corrected scheduled reports when sending as dashboard message to be visible in store mode
01 February 2021
  • corrected a display error when dragging/dropping discounts below the last discount
  • Inactive Items - corrected an error that would sometimes display when using the "Permanently Delete" button on the Inactive Items tab
01 February 2021
  • added a check to exclude "Closed" days when calculating suggested budget hours
01 February 2021
  • corrected an issue that was causing Manufacturer funded discounts to lump in with retailer discounts in some cases
01 February 2021
  • corrected issue with "Closed" checkbox in store settings not saving correctly
  • Scheduled Reports - corrected an issue that was preventing scheduled reports from sending in some instances
  • Working Orders - added the ability to delete multiple working orders
  • Buydowns - corrected an issue that caused an error message when loading the buydown list
  • System Discounts - corrected an error when dragging/dropping a system discount below the bottom of the grid
  • Invoice Cost Change Report
  • corrected an issue that caused some invoices to be excluded from this report
  • Pricebook - added option to disable inventory tracking on individual items
01 February 2021
  • added the name of the employee who did the spot check to this report
  • Invoice Reports - corrected an issue where two identical lines on an invoice would not show up on a printed report
  • Buydowns - corrected an issue that prevented newly added buydown items from sending to stores
  • Employee Scheduler - corrected an issue with an employees hours calculating incorrectly when an employee was scheduled for 1 hour or less
  • Cycle Count Hybrid Report
  • this report was showing child costs on items without links. corrected this issue.
01 February 2021
  • Corrected an issue with certain discount types on the scan data report
01 February 2021
  • corrected an issue that caused the "Include Zero Order Items" box to save incorrectly
  • Commission Reports - added support for displaying commissions as percentages
  • Vendor Parts - Added support for deleting vendor parts when the PLU they are attached to is deleted
  • Pricebook - corrected an issue that allowed one-way links if a link was removed from only one linked item
  • Enhanced Loyalty - added support for viewing printed coupons from open ended campaigns
01 February 2021
  • added ability to limit open ended campaign coupons to only be redeemable on select items
  • Employee Scheduler - corrected an error message when pressing certain keys on the scheduler
  • Inventory Eval Report - corrected an issue when exporting the report to excel that prevented the column headers from lining with the columns
  • Messages - corrected an issue that prevented messages with line breaks from displaying properly
  • Buydown Report (Invoice Data)
  • corrected an issue that caused this report to ignore buydowns that ended before the stop date of the report
  • Enhanced Loyalty - corrected an issue with Loyalty Customer Activity Report that caused the totals to be off in some instances
01 February 2021
  • corrected an issue that caused the report to show all invoice data rather than limiting to the report dates
01 February 2021
  • added Director Login permissions for the scheduler to lock down access for managers only
  • Employee Scheduler - added a warning to prevent creating a second schedule for a given store for a given week
  • Employee Scheduler - corrected an issue that caused "No Opener" and "Gap" warnings to remain no matter what schedule coverage looked like
01 February 2021
  • corrected an issue that caused some discounts to report wrong in some instances
01 February 2021
  • added Disclaimer text lines for coupons
  • Enhanced Loyalty - added support for blacklist items on campaign coupons
  • Enahnced Loyalty - streamlined removing items from a loyalty campaign
01 February 2021
  • corrected an error that came up when adding newly created vendor parts to an order
  • Queue - sending trigger items for system discounts was giving the wrong message
  • corrected message - Vendor Part Kits
  • added support for marking a vendor part kit as "Do not order"
01 February 2021
  • added Order format 25 to support orders with HLA
  • Buydowns - corrected an issue that prevented buydown items from being added to the queue when items were added through Mass Updates
01 February 2021
  • corrected an issue that prevented resetting biometric data when using a Touch Point fingerprint reader
  • System Discount Report
  • modified report to display long discount names correctly
  • Orders - Corrected an error that caused orders to show an error if the Minimum Order Qty for a vendor part wasn't set
  • Suggested Transfer - corrected an issue that prevented this tool from creating the transfers it suggested
01 February 2021
  • Add Parts For Vendor tool wasn't setting the Minimum Order Qty on new parts
  • Vendor Part Kits - disabled buttons for adding an item to a kit while no kit is selected
01 February 2021
  • added ability to delete an employee from a schedule with the "delete" key
  • Pricebook Zones - corrected an issue that would allow the save button to be clicked multiple times and create duplicate pricebook zones
01 February 2021
  • corrected an issue that could cause the wrong username to be associated with adjustments in some instances
01 February 2021
  • corrected an issue that would prevent a save prompt when closing a schedule under some circumstances
  • Orders - corrected an issue that caused copied orders to come up blank
  • Mass Updates - Field Updates
  • Override Type field was changed to a dropdown
  • Transfers - when in store mode, transfers will only be allowed if the current store is included in the transfer
  • Pricebook - Links - corrected an issue that allowed a link to be cleared from one item without clearing it from the linked item as well
  • RJR Scan data report - corrected two new issues with the way that discounts were reporting
  • Receiving - Corrected an issue that caused vendor part costs to change incorrectly in some instances
01 February 2021
  • disabled changing the UPC field
01 February 2021
  • corrected an issue with adding two customers with the same name to a report
  • Receiving - corrected an issue where applying cost changes to all zones was not creating queue records for all zones
01 February 2021
  • corrected an issue that allowed for zero hour entries
  • Remote Sales - added support for "pik-a-pak" priced items
01 February 2021
  • added validation to ensure that the "Open Redeem" campaign type is present at corporate
  • Orders - corrected an issue that prevented the last edited line of an order from saving unless the field was exited first
01 February 2021
  • corrected an issue that caused the "Purchase Order" dropdown to populate incorrectly in some cases
01 February 2021
  • modified report to include transactions with a zero total
01 February 2021
  • corrected an error message when creating a new POS flag
  • Customer Activity Report
  • modified report to include zero dollar transactions
01 February 2021
  • corrected an issue that caused items to show up on the report multiple times in some cases
  • Price Exceptions - corrected an issue that prevented editing individual prices in an exception
  • System Discounts - corrected an issue that prevented the window from auto-scrolling when dragging a system discount
  • Ejournal/Negative Cashier Reports
  • modified reports to include the "Notes" that can be added to No Sales in the POS
  • Orders - added ability to choose which vendor part number to use when adding an item to an order
  • Buydowns - added archive to separate old buydowns from current ones
  • Cycle Count Reports - added Hybrid report sorted by variance
  • News/Announcements - added a setting to configure the interval between checking for new news
  • Barcode/Shelf label Report
  • added option to print items scanned on the handheld
  • Reports - added quick filter all list boxes on all reports
  • Inventory Evaluation Report
  • Added "Filter by Vendor" option
  • Links - added "Quick Find" by description and UPC
01 February 2021
  • corrected an issue where items would sometimes show up twice or more on this report
  • Pricing Exceptions - modified pricing exceptions to allow updating individual prices
  • Ejournal/Negative Cashier Report
  • updated these reports to show "notes" on No Sales
  • Receiving - added ability to choose which vendor part to use when receiving an item
  • Buydowns - added ability to archive buydowns rather than deleting
  • Cycle Count report - added an alternate Hybrid report sorted by variance
  • News - added a setting to change how often Director/POS checks for new news
  • Barcode/Shelf-Label Report
  • added option to print from a list of UPCs scanned on the handheld
  • Reports - added the ability to search available categories/departments when choosing the filter for reports
  • Item Sales Report - added an option to filter the report by vendor
  • Inventory Evaluation Report
  • added an option to filter the report by vendor
  • Pricebook - Links - added "Quick Find" option to search by description or UPC
01 February 2021
  • corrected an issue that prevented newly created buydowns from showing in Director
01 February 2021
  • modified "Find Item" popup to add current quantity on hand
  • Director Messages - added character count to alert the user if they are approaching the maximum
  • Top Sellers Report - added ability to group by store
  • Non Sellers / Slow Sellers report
  • order by description - Added option (checkbox) to sort reports by description
01 February 2021
  • corrected an issue where the "Hide Dashboard" setting was displaying incorrectly when viewing permissions
  • Reports - added report to show vendor parts with zero cost
  • Item Details - added "Everywhere" search in the lookup box (to search PLU/Vendor Part/Description/Alias simultaneously)
  • Loyalty Customer Information report
  • removed the word "email" from the email address field
  • Vendor Parts - corrected an issue where the vendor parts would show on the wrong item in Item Details in some cases
01 February 2021
  • corrected an issue with editing schedules that caused filtered departments to lose their last digit in some instances
  • Messages - added support for non-PDF attachments
  • Settings - corrected an issue that could cause the "Expand 8 Digit UPCs" setting to appear to be disabled when it was not
  • Stores - Corrected an error that could appear when clicking the "Gear" button in some cases
  • Buydowns - corrected an issue that allowed archived buydowns to be updated via "Mass Update Buydowns"
  • New Setting - "Enable Return Forms" to allow viewing of customers and transactions that involve returns
01 February 2021
  • modified queue to sort updates by store
  • New Items - added an "Extended UPC" field to the New Item dialog
01 February 2021
  • corrected an issue that could cause the lottery items to show the incorrect retail in some cases
01 February 2021
  • corrected an issue that caused the scroll bar to flicker when filtering by Manufacturer on some reports
01 February 2021
  • RJR Scan Data report - corrected an issue with Promotion reporting
  • System Discounts Report - corrected an issue that caused some discounts not to display correctly on the report
  • Commissions Report - corrected an issue that caused the report to show integrated loyalty campaigns
  • EDI settings - added a setting to keep all EDI invoices in separate subfolders
01 February 2021
  • Fixed issue with the inventory adjustment (waste) report not showing all items
  • Changed the union in the query to union all.
01 February 2021
01 February 2021
  • Export Invoice Data Into Excel
  • Modified EDI invoice format 5 to set invoice surcharge for pre collected sales tax
  • Scheduled Reports - added detailed logging of scheduled reports
  • Working Orders - added vendor part description to the working orders grid
01 February 2021
  • Added support for prepaid sales tax on invoice header instead of surcharge
  • Register Z report - added option to include all departments and tenders on the report (even if no sales were made for that dept/tender)
01 February 2021
  • corrected department sorting when "Include Depts/Tenders With No Data" is checked
01 February 2021
  • added option to send entire 12-digit UPC if box is checked
01 February 2021
  • Loyalty coupons report as discounts
  • updated to allow this setting to pull house account data from corporate
01 February 2021
  • BW Accounting Export - updated report to use new customer IDs
01 February 2021
  • Added support for grandfathered age verification
  • End of Day Report (JR format) - updated report to work with new customer IDs
  • Vendor Part Kits - corrected an issue where deleted vendor part kits weren't getting deleted from the stores
  • Scheduled Orders - corrected some minor issues with editing scheduled orders
  • Uplifts - corrected error with removing items from uplifts
  • Invoices - Added check for inactive items when processing EDI invoices
01 February 2021
  • PM Multipack Scan Data Issue
  • udpated report to fit with newer requirements
01 February 2021
  • added ability to specify quantities item by item
  • Commissions - Modified commissions to be able to filter by department/tree info rather than filtering only by items
  • System Discounts - Modified discounts to be able to filter by department/tree info rather than filtering only by items
  • Buydowns - corrected an issue that could send the wrong items to the store with a buydown in some cases
  • Mass Updates - corrected an issue that caused vendor parts to remain if their attached item was deleted through mass updates
  • Orders - corrected an issue that caused the "Order Method" to show as "Manual Add" regardless of what order method was originally used
  • Register Z Report - corrected an issue that prevented this reports from showing tax exempt totals
  • Purchase Analysis Report - added ability to group by Report Group 1
  • Sales Comparison Report - added more filter options to this report
  • Mass Updates - corrected an issue with the custom filters that caused the window to show "Dept_Grp" instead on Major Category
  • Enhanced Loyalty Reports - added ability to group by store in campaign activity reports
  • House Accounts - corrected an issue that caused House Accounts to send to the store incorrectly
  • Reports - Created new report "Invoice Detail Weekly Hybrid".
  • Item Details - added ability to print transfer analysis numbers
  • System Discounts - corrected an issue that caused scheduled discounts to trigger at the wrong times if they were sent to a different time zone than corporate
  • Item Details - added an option to disable "on order" quantity calculations in item details
  • Lottery Games - added new popup to filter lottery games
  • Lottery Games - added the ability to mark multiple games inactive at once
  • System Discounts - added "inventory clearance" setting on discounts that will cause them to remove an item once they quantity on hand reaches zero
  • Orders - added a column on the orders/working orders worksheets that shows the original qty suggested by the system
  • Dashboard (Store Mode) - corrected an issue that caused the previous days sales to report incorrectly
  • House Accounts Report - updated report to get account balances from corporate
  • Orders - corrected an issue where sending orders to store would close the orders
  • System Discounts - corrected an issue where sorting discounts by date would not sort correctly
  • System Discounts - added option to flag an item ineligible for any discounts
  • Enhanced Loyalty - added ability to add points to a loyalty account (requires "Admin" permissions)
  • Reports - multiple reports now have the option to exclude departments that are not added to sales
  • Enhanced Loyalty - added support for logos on loyalty coupons
  • Mass Updates - added an option in "Store Updating" tab to send Pricing only
  • Enhanced Loyalty - added "preview" option to coupon details screen
  • Top Sellers report - added option to rollup links
  • Enhanced Loyalty - added the option to delete unused coupons from an account (requires "Admin" permissions)
  • Customer Activity Report - added option to group by store
  • Warehouse integration - added interface for adding new items from the warehouse software
  • Verified Invoices - added option to filter out invoices that didn't have any variances
  • Permissions - added a new permission to allow/disallow deleting messages
  • Permissions - corrected an issue that allowed people who were denied reports permissions to run custom reports
  • Pricing Exceptions - added ability to do pricing exceptions by adding or subtracting a percentage rather than a flat amount
  • Mass Updates - added an option to show/hide inactive items
  • Transfers - added ability to see transfers both TO and FROM the selected store
  • Reorders - added a new order type
  • "List All Items with Replenishment". It shows all items from a vendor with their replenishment order quantities (even if the quantity is zero)
  • System Discounts - added a setting to enable/disable drag and drop prioritizing of discounts
  • Buydowns - corrected an issue that prevented buydowns from being deleted at the store level after the store was removed from the buydown at corporate
  • Mass Updates - added a new pop-up window for rearranging columns
  • Waste Report - Fixed an issue with the waste report not showing all items
  • Mass Updates - added quantity on hand to the orphaned item utility
  • Buydown Report - corrected an issue that caused the report to show the wrong buydown amounts for packs if the "Part Of Carton" option was being used
  • Suggested Transfers - corrected an issue with the filter by "Multiple UPC" option that would clear out the selected UPC's in some cases
  • Reports - corrected an issue with the Ejournal report that prevented a search by check # from finding the right receipt
  • Employees - added "Default Store" to employee list
  • Orders/Vendor Parts - added the option to require certain parts are ordered only in groups of a specified size
  • Commissions/Discounts - added ability to archive expired discounts/commissions rather than deleting them
  • Reports - added "Employee Dept Sales" report
  • shows department sales grouped by employee
  • Reports - added "Item Multiples Report"
  • shows how many times products were sold individually or in multiples
  • Departments - added ability to create disclaimers and tie them to individual departments to be printed on receipts whenever items from that department are sold
  • Reports - corrected an issue with the Daily Reconciliation report that caused it to display lottery and not display fuel regardless of user settings
  • Enhanced Loyalty - added support for Percent-Off loyalty coupon types
  • Reports - corrected an issue that prevented new departments from being added to older favorite reports
  • Timeclock - added "Edit Mode" box that prevents editing times until unchecked
  • Daily Recon Report - corrected an issue where the report would miss the first day in the Daily Recon Batch report due to the incorrect time being selected.
  • Receiving - updated invoice worksheet to prompt to select which vendor part to use if multiple are available for that vendor
  • Enhanced Loyalty Reports - added filter by customer to several reports
  • Employee Scheduler - updated to display the number of hours over max an employee is scheduled for
  • Mass Updates - added ability to add items to an enhanced loyalty coupon from the "Utilities" tab
  • System Discounts - added support for "Buy X get Y% off Z items" discount type
  • Buydown Sales Report - added "Details Format" for this report when running for invoice data
  • Login Permissions - separated reorder and receiving into two separate permissions
  • Settings - Added ability to push settings to a store
  • Reports - added options to exclude recently added and/or recently received items from the slow sellers report
01 February 2021
  • added ability to set buydown groups in store mode
  • Employee Schedules - added warning if employee is scheduled outside store hours
  • Permissions - added in permissions for Lottery module
  • System Discounts - corrected an issue that prevented the deletion of system discounts
  • Reorders - corrected an issue where Days of Inventory orders were not displaying the correct order method
  • Slow Sellers Report - added option to use the vendor part qty as the threshhold for including an item on the report
  • Reorders - added "Sys Qty" column to show what the system calculated prior to user edits
  • Scheduled Price Changes - added logging of who scheduled the changes
  • Verified Invoices - added a filter to show only items with a variance
  • Reorders - added a reorder type
  • List all items with Replenishment
  • uses replenishment calculation, but shows all items even if the replenishment calculation shows zero need to be ordered `
01 February 2021
  • added warning if minimum staff requirements aren't met
  • Daily Sales Report - corrected an issue that caused the report to show sales tax for the entire day rather than the selected time frame
  • Permissions - corrected issue that prevented setting permissions for schedule module
01 February 2021
  • corrected an issue that prevented sending some Director settings
  • Working Orders - corrected issue that caused working order to show incorrect quantity on hand in some cases
01 February 2021
  • corrected an error message that coming up when running this report
01 February 2021
  • Added ability to auto apply EDI invoices
01 February 2021
  • Enhanced Loyalty Analysis
  • corrected an issue that caused the Total Sales to show numbers that were too high
  • Reorders - Corrected an issue that would cause the "52 week high" to be incorrect in some cases
01 February 2021
  • Corrected an issue that prevented the use of buydown groups in store mode
01 February 2021
  • Corrected an issue with invoice exports in QB
01 February 2021
  • added the ability to send scheduled reports in PDF, Excel, or Word format
01 February 2021
  • added support for vendor part kits
  • Sales reports - updated reports to correctly calculate margin if the effective cost is less than zero
  • Sales Restrictions - resolved an issue where restrictions could not be saved if no stores were selected
  • Working Orders - added support for ordering vendor part kits
  • Android Handheld - added a permission for remote sales
  • Customer Activity Report - corrected an issue where this report was not saving to 'favorites' correctly
  • Enhanced Loyalty - corrected issue with Raffle Drawing report where it could select customers with a zero balance in some cases
  • System Discounts - corrected an issue that would allow items to be added to the trigger list of a non-triggered discount
01 February 2021
  • corrected error message that prevented this report from printing
01 February 2021
  • corrected an issue where updating the description in Mass Updates would only queue the changes for the selected pricebook zone
  • Inventory Evaluation report - added ability to group by sub-category
  • Item Details - added ability to print the "Transfer Analysis"
  • Register Z Report - updated report to show tax exempt sales
  • Item Details - added a setting to render an item ineligible for all system discounts
  • Enhanced Loyalty - added support for % off loyalty coupons
  • Item Details - added a setting to disable the "on order" quantity
  • Vendor Parts - updated Manual Order and Do Not Order settings to be pricebook zone specific
  • Lottery Reconciliation - added a confirmation prompt when deleting old reconciliations
  • Favorite reports - added ability for report to remember which stores were selected
  • Director Settings - corrected an issue that prevented the "Expand 8 digit UPCS" setting from saving correctly
  • Community - corrected an issue that prevented carriage returns from displaying in community threads
  • Commissions - modified commissions to optionally work off of department/tree data rather than explicit item filters
  • Enhanced Loyalty - added the ability to add a logo to loyalty coupons
  • Enhanced Loyalty - added ability to delete unused coupons from a customer account
  • Price Exceptions - added ability to to set exceptions by percentage
  • Enhanced Loyalty - added support for percent off loyalty coupons
  • Disclaimers - added the ability to create disclaimers and assign them to a department
  • Reports - corrected an issue where the register Z report and negative cashier report would show different values for voided items in some cases
  • System Discounts
  • added ability to set a discounts as "inventory clearance" so items are removed from the discount once their inventory reaches zero
01 February 2021
  • corrected an issue where saving a buydown would cause the buydown list to stop filtering by the previously selected buydown group
  • Scheduled reports - added option to run reports for prior day
01 February 2021
  • corrected an error where a user with the "cycle count blind" setting could still see the total variance in the cycle count list
  • Lottery Reconciliation - added report to show all lottery items to the Lottery Games screen
  • Reorders - corrected an issue where the "Create as Transfer from Store" didn't work in some cases
  • Mass Updates - modified "Detete Data 1st" box to only delete vendor parts from selected vendor
  • Enhanced Loyalty Reports - corrected an issue that prevented adding customers/campaigns to report filters
  • Pending Transfers - corrected an issue where newly created Pending Transfers would not allow new items to be added
01 February 2021
  • removed ability to delete enhanced loyalty coupons unless logged in as admin
  • Barcode/Shelf-Label Report - corrected an issue where this report would always print the price from pricebook zone zero
  • Queue - corrected an issue where "delete data" records could be sent after the replacement data in some instances
  • Receiving - added "Verified" check box to invoice grid
  • System Discounts - added option to limit loyalty system discounts to a set number of times per day per customer
  • EDI filtering - corrected an issue with the filtering of EDI invoices for format #20
  • Pending Transfers - added ability for the cost to be brought over from the "From store"
  • Media Detail Report - corrected report to no longer have blank headers or an extra blank page at the beginning
01 February 2021
  • added option to require the total number of items ordered to be a multiple of a set number
  • Enhanced Loyalty - Created new report to show customer balances
  • Enahnced Loyalty - added "Ads" campaign type for communication with customer about upcoming promotions
  • Integrated Loyalty - added ability to mass-remove items from a campaign
01 February 2021
  • corrected an issue where vendor address data didn't send to the store
  • Hybrid Reorder method - added ability to group items by Major Category
  • Announcements - corrected an issue that prevented adding an attachment
  • Timeclock - corrected an issue where editing a timeclock record at corporate wouldn't toggle the "edited" flag at the store level
  • Effective Pricing Report - corrected an issue where running this report at store level was ignoring buydowns
01 February 2021
  • added a refresh button to the uplifts tab
  • Item Details - added confirmation prompt when deactivating an item that still has quantity on hand
  • EDI settings - added ability to send EDI settings to stores
  • Warehouse Integration - added support for full warehouse integration
  • Logins - corrected issue where "recon audit" and "manual gift card" permissions were not sending through the queue
  • Reorders - corrected issue with "52-week high" calculation
  • Vendor Part Kits - corrected an issue where kits were not copying to new pricebook zones
  • Maintenance - Stores - added option to send all assigned buydowns/vendors/discounts from "Gear" menu
  • Top Sellers Report - added option to roll up links when running by vendor
  • Cycle Counts - corrected an issue where the adjusted qty on cycle counts would be incorrect in some instances
  • Sales Tax Report - corrected an issue when displaying more than one tax type for a given store
  • Queue - corrected an issue where some fields were not being sent with Department updates
01 February 2021
  • set description to wrap to the next line if the description is too long for one line
  • Invoice Summary Report - updated report to show surcharges
  • Mass Updates - added the option to send Discount headers (without items)
  • Enhanced Loyalty - added other search options in customer list (First name, email, phone #)
01 February 2021
  • corrected an issue where balance type could not be changed in some cases
  • Price Change Report - (new report) added report to show price changes over time
  • Updated description input field in mass updates & item details to 50 chars
01 February 2021
  • added an option to run for a specific day of the week
  • Item Details - added quantity on hand to search list when looking up items by description
01 February 2021
  • corrected an issue with this report that caused cash totals to be incorrect in some instances
  • Non Sellers Report - corrected an issue that caused the "Last Invoice Date" on this report to show return invoices
  • Hourly Sales report - added an option to group this report by register
  • Customer Activity Report - added a grand total to the bottom of this report
  • Inventory Evaluation Report - added store name to this report
  • Enhanced Loyalty - added demographics analysis to show customer's age/gender as well as sales by age/gender
  • v1.387.10 - Time Clock Report
  • added summary option to report
  • Item Details Templates - added pricebook zone data to templates
01 February 2021
  • Annual Sales option added. shows annual sales by month for a selected dept
  • Invoice Summary with Margin - New report
  • adds margin column to invoice summary report
01 February 2021
  • corrected issues with single-pack manufacturer discounts. also corrected issue with carton reporting on multipack manufacturer discounts
  • Dymo Label Printing With Aliases - Added option to use alias when printing labels
01 February 2021
  • modified avg cost to include invoice records where cost = 0
  • Inventory Adjustment Report - corrected an issue that caused an error if the adjustment quantity was over 32,000
  • Cycle Count Detail Report - Added grand totals for each column in the report
  • Commission Campaigns - added Pricebook Zone selection to Commission
  • Added commission to store relationship.
  • Receiving - added ability to sort by "Verified" column in Previous Invoices list
  • Buydowns - added option to print archived buydowns on buydowns screen
  • Receiving - added ability to copy an invoice
  • Enhanced Loyalty Reports - added Points Earned Report to show loyalty points earned by customer/store
  • Barcode/Shelf labels - this report now remembers the last used setting of the "Use Full PLU" box
  • Links - added "Orphaned Links" utility to find one-way links and fix or remove them
  • House Accounts - Added the ability to lockout all depts.
  • Purchase analysis report - Added Dept Grp option to the Purchase Analysis and Never Re-Purchased Reports.
  • Inventory Invoice Report - Created new report under Purchase Analysis.
  • Removed Redundant Prompt When Applying Lottery Recon Adjustments
  • Invoices - made prepaid sales tax field read only and added link label to prompt for change amount and confirmation before actually changing
  • Employee Schedule - Added ability to set a max number of hours each employee can be scheduled per week
01 February 2021
  • corrected an issue that caused some sales not to show on the leaderboard
01 February 2021
  • Negative Cashier Report
  • added notes from canceled sales, voids, no sales
  • Selected Stores - corrected an error message that was caused by having more than 100 stores selected
01 February 2021
  • added Mobile coupons to daily recon report
  • Recon Export (QB) - corrected an issue where the Cash Deposit was being exported in place of the total deposit
  • Item Details - corrected an issue that prevented setting an item inactive if the quantity on hand was zero
  • Working Orders - added ability to create and manage working orders store-side, and send the orders to corporate
  • System Discounts - added queueing for system discounts when priority is changed through drag/drop
  • Item Details Item search - disabled getting quantity on hand if the search returned more than 50 results
  • Reorders - corrected an issue that caused reorders to run very slowly if logging reorder calculations was enabled
01 February 2021
  • corrected an issue that caused the wrong price to print when filtering this report by invoice
  • System Discounts - changed "Add to Discount" dropdowns in Mass Updates and Item Details to exclude archived discounts
  • Media Detail report - corrected an error that could prevent this report from running
  • Scan Data report - corrected an issue that caused this to create and send multiple times if scheduled
  • Daily Recon Report - corrected an issue that caused Over/Short for Mobile coupons to always show zero
  • System Discounts - added an option to skip creating queue records when priority is changed through drag/drop
  • Cycle Counts - corrected an issue that caused sales tracking in cycle counts to give incorrect results in some rare cases
01 February 2021
  • Disabled updating prepaid sales tax on all invoice header updates
  • Scheduling - added mouse-over text for employee time schedules
01 February 2021
  • added a setting to hide the Tax Exempt data on this report
  • Negative Items Report - added "Negative Items Summary" report option to the Negative Items Report
  • Employee Schedule - Added ability to update schedule's budgeted hours
01 February 2021
  • Corrected an issue with running the Customer Activity report when filtering by account
  • Commission Campaigns - changed default filter type for new commissions to "Items" (was previously "All Items")
  • System Discounts - changed default filter type for new discounts to "Items" (was previously "All Items")
01 February 2021
  • corrected an issue where favorite reports wouldn't run correctly if too many stores were selected
  • QB Exporting Recon - created a hybrid export that combines recon with sales data
  • QB Export - corrected an issue where invoices would not export if the "Use Invoice Applied Date" was checked
01 February 2021
  • Updated the employee scheduler to prevent a start time after the end time.
  • system discount report - Updated report to roll up the UPC discounts into a single row.
  • E-journal Report - Updated report to show the house account name.
  • Time Clock Entry Types - corrected an issue that prevented time clock entry types from sending through the queue
  • Vendor Parts - corrected an issue that would allow a vendor part to be created with the same part number as an existing kit
01 February 2021
  • corrected issue with removing trees/departments from discounts
01 February 2021
  • Modified top seller report to correctly sort by store number
  • Item Details - added ability to see discounts that affect all items on the Manage Discounts screen
01 February 2021
  • changed item lookups to only show Quantity on Hand with less than 50 results
  • PLU Aliases - updated "Auto-Generate" feature to skip over numbers that are already used
01 February 2021
  • corrected an issue that prevented an order from displaying the order method after it had been converted from a working order
  • Buydown sales report - updated report to take returns into account when an item was returned by receipt
  • Item Sale Limiter - added ability to limit sales per transaction of selected merchandise
01 February 2021
  • Created Item Sale Limits report
  • Item Details - Changed "Manage Discounts" and "Manage Buydowns" to hide discounts/buydowns that won't apply to the item (expired or archived)
  • Buydowns - added ability to archive buydowns in the mass change buydowns utility
01 February 2021
  • corrected an issue that prevented Item Sale Limits from being sent to the stores
01 February 2021
  • Loyalty Campaign Activity Summary Report
  • Added option to run summary report by store
  • Item templates - corrected an issue that caused a prompt about multiple pricebook zones in cases where there is only one pricebook zone
  • Buydowns - Changed default filter to only show groups from unarachived buydowns
  • Item Details - Under "Manage Buydowns", added "Archived" check box to display whether a buydown is archived
  • System Discounts Summary Report
  • Added date range to report header
  • EDI Receiving - Corrected an issue that prevented orders from being closed when receiving the corresponding invoice via EDI
  • Vendor in Mass Updates
  • corrected issue with dataset/queries when showing all items
01 February 2021
  • Non-Tax Details report - shows transaction details for any transactions involving non-taxed items
  • QB Export - Added options for OnlyWriteOffSet and ReverseSign when setting up daily recon account code mappings
  • Buydown Sales Report - corrected an issue that caused buydowns to be excluded from this report erroneously in some instances
  • Employee Loyalty Sales Report
  • corrected an issue that caused non-item filtered discounts not to show on this report
01 February 2021
  • Added a check to prevent double apply of adjustments
  • Reorder Worksheet - added a prompt for the user to update Quantity on Hand when opening an order
  • Buydowns - Corrected an issue where removing a store from a buydown was not deleting the buydown at the store level
  • Buydowns - Corrected an issue where saving changes to a commission did not create queue records properly
  • Item Details - Added ability to remove image from an item
  • corrected an issue where newly created time clock entries at corporate didn't send all info to the store
01 February 2021
  • Adjustments/Transfers
  • Added a failsafe to verify an item exists at the store before allowing an adjustment from corporate
  • New Report - Added Cost change log report
  • Added discount filter to comparison sales report
  • Added discount filter to item sales report
01 February 2021
  • Warehouse Integration
  • added an option for warehouse integration to update all fields (description, Category, etc.)
  • Ejournal Report - corrected an issue that caused this report to show extra data when fuel sales had been entered on a daily recon
  • Quickbooks Export - added an option to hide the TRNSID on exports
  • Employee Schedule - corrected an issue that caused warnings to show improperly in some cases
  • Buydown Groups - updated buydown groups dropdown to hide groups when all buydowns in that group are archived
01 February 2021
  • added scanned checkbox and scanned timestamp to Verified Invoice Details
  • RJR Scan Data FTP - updated report to accept new certificates from MSA server
01 February 2021
  • added "Divide Discounts" checkbox to correct an issue with discount reporting that was causing some customers to get rejected
  • Item Images - added utility to mass import item images
  • Commissions - corrected an issue that caused Mass Updates to send the wrong data to the queue in some cases
  • Uplifts - updated uplifts to suppor "All Items" filter
01 February 2021
  • Corrected an issue that was causing items to be skipped on EDI imports if the same part number was on multiple lines
01 February 2021
  • Employee Loyalty Sales report
  • corrected an issue with this report that prevented it from showing any data in some instances
  • Mass Updates - corrected an issue that caused Trigger Items to queue up for all stores when only one was selected for updates
  • Working Orders - corrected an issue where the "Complete" button was disabled in Store Mode
  • Item Details Lock Buttons - improved performance
01 February 2021
  • added ability to process vendor part kits
01 February 2021
  • added code to accept updated ssh key from RJR FTP site
01 February 2021
  • corrected an issue where completing a working order in Store Mode caused the wrong values to show in the completed order in some cases
01 February 2021
  • corrected code for accepting the updated ssh key from the RJR FTP site.
01 February 2021
  • corrected an issue where the "Schedules" permission would send to stores incorrectly in some cases
01 February 2021
  • Added setting to allow child items on invoices when "Allow Items Without Vendor Part" is disabled
01 February 2021
  • Register Z Report - corrected some minor visual inconsistencies on this report
01 February 2021
  • Custom Daily Sales Report
  • added non-manufacturer loyalty coupons to this report
  • Working Orders - corrected an issue with filtering the working order list that prevented filtering by vendor and status at the same time
01 February 2021
  • added option for ITG scan data report
  • Quickbooks export - added validation when utilizing the QB export to make sure the file balances
01 February 2021
  • added vendor filter to item-based reports
  • File Transfer Update - Transition from SFTP to MFTHub for MSA
  • Added option to use FTXFTPHelper to send FTP file
01 February 2021
  • Transition from SFTP to MFTHub for MSA
  • Added new SSH key to schema change as default; changed entry field to read only and require user to click to edit it to avoid accidental changing of it
01 February 2021
  • corrected an issue with scheduled date range Z reports
  • Summary Sales Reports - corrected an issue that caused open department sales to show when filtering reports by vendor
01 February 2021
  • corrected an issue that caused vendor part quantities to pull from the wrong part in some rare cases
  • Time Clock Report - corrected an issue that would cause employee #0 to show up on the report even if the report was run for a different employee
  • Effective Price Report - corrected an issue where certain filters for this report wouldn't display UPC descriptions
01 February 2021
01 February 2021
  • Modified the Vendor part kit UI to filter by part number or description and updated the report to only print the kits filtered
  • Receiving Verify - added a field for user adjustments in Director
  • Media Detail Report - Corrected an issue that caused the cash amount to be incorrect in some instances
  • Price Change Report - corrected an issue that caused some changes to show more than once
  • Mass Updates - Undo Changes - Updated the "Undo Changes" popup to display the pricebook zone, employee name that made the change, and the notes
  • Cycle Count Reports - Created new Cycle Count reports sorted by Variance.
01 February 2021
  • created new list report of Lottery Ticket Number changes during recon.
  • Vendor Parts - added an option to save changes for a part to all pricebook zones
  • Cycle Count Reports - added new versions of Hybrid, Detail, and Rollup reports that are sorted by variance
  • Vendor Part Kits - corrected an issue with filtering kits that prevented the correct results from showing in some instances
  • Employee Loyalty sales report - corrected an issue where this report was not reporting some discounts that were applied
  • Buydown sales report - corrected an issue that caused this report to incorrectly show up blank in some instances
  • Reports - Added new non tax details report
  • Reports - Added option to filter item sales report by discount
01 February 2021
  • corrected an issue with the "Only Do Not Order Parts" filter
  • Item Details - updated the "Effective Price" popup to include discounts with a quantity of 1 that affect all items
  • Enahnced Loyalty - modified campaign setup to prevent choosing an invalid balance type for an open ended campaign
01 February 2021
  • Return Worksheets - Added support for Return Worksheets
  • Adjustments - added a check to verify that an item exists at the store before applying adjustments
  • Item Labels - Adjusted the font size to display the full barcode on the Avery label templates
  • Purchase Analysis report - add option to group by report group 1
  • Vendor Parts - corrected an issue that prevented vendor parts from properly deleting from the stores after they were removed from corporate
  • Mass Updates - corrected an issue that was causing the "Store Updating" feature to queue for all stores rather that just for the selected stores
01 February 2021
  • Buydown Sales Report
  • added Page Break Option reports
  • Enhanced Loyalty - added a filter to the campaign list to only show campaigns that are currently active
  • System Discounts - corrected an issue that caused the discount list to sort incorrectly when sorted by date
  • Reorder - added check box to indicate if an order has been converted to an invoice
  • Mass Updates - corrected an issue that prevented updating an item-level POS flag from Mass Updates
  • Time Clock - corrected an issue that would allow the user to manually put enter a record with negative hours
  • Reorder - updated reorder worksheet to use the vendor part description rather than the PLU description
01 February 2021
  • corrected an issue that caused the 10 week sales history to be incorrect in some instances
  • Inventory Movement Report - corrected an issue that prevented
  • Employee Permissions Report - added new report to show employees and what permissions they have
01 February 2021
  • Director Settings Push Enhancement Request
  • Updated the list of settings to be sent to the stores
  • Worksheets - Added ability to convert worksheet to order
  • Customer Activity Report - added House Accounts
  • Details option to show each transaction for selected accounts
  • House Account Report - corrected an issue that caused the balance on this report to be incorrect if the balance was negative
  • Commissions - corrected an issue where commission campaigns weren't being removed at the stores when a store was taken off the campaing at corporate
  • Inventory Definitions - Created new report that shows all items on an inventory definition
01 February 2021
  • added Food Stamp Sales Report
  • shows items that were purchased using food stamps
  • Inventory Eval Report - corrected an issue that caused this report to page break by store even when that option wasn't checked
  • Uplifts Reports - Added Uplifts Results Summary bt Store option which separates results by store
  • Inventory Eval Report - Updated to include the correct buyown amount when "Use Part of Carton" buydowns are being used
  • Reorder - added an option to view return orders separately from regular orders
  • Reorder - corrected an error message that would come up if the user ordered too large a quantity of a given item
  • Sales Restrictions - added the ability to have multiple sales restrictions per department
  • Pik-a-Pak pricing - corrected an issue where updating items with this price type would create excess queue records
01 February 2021
  • corrected an error that was preventing discounts from sending through the queue when they are using schedules
  • Effective Pricing Report - corrected an issue that prevented descriptions from showing up on this report
01 February 2021
  • corrected an error message when sending sales restrictions to stores
  • Permissions - corrected an issue that prevented the "Schedules" permission from sending to the store correctly in some instances
  • Sales Chart - corrected an issue with the store mode pie chart on the Director dashboard that caused it not to display in some instances
01 February 2021
  • corrected an issue with the "Print as Receipt" option that was causing it to omit tender data
  • Adjustments/Transfers - Added ability to copy Adjustments and transfers
  • TimeClock Report - added new report to show weekly hours worked by cashier
  • Lottery Reconciliation Report
  • Added the Lottery Recon report to the favorites.
  • Tax Rates - added the ability to manage store tax rates from corporate and schedule changes for stores
01 February 2021
  • Sales Restrictions - corrected an issue that prevented the sales restrictions from properly sending to the stores
  • Ticket #184058 - Loyalty Coupons Missing From Custom Report
  • Updated the dataset to ignore "report as discounts"
  • Receiving - Corrected an issue with receiving vendor part kits recording costs incorrectly in some instances
  • Reorder - Added department number to the Reorder worksheet along with the ability to sort by department.
  • Reorder - added highlighting in red on the reorder worksheet for items that are out of stock
  • Reorder - added ability to have the reorder worksheet calculate how many days an item has been out of storck
01 February 2021
  • Added new campaign types (Raffle (Sale Dollars Based) and Raffle (Total Dollars Based))
01 February 2021
  • updated cycle counts to use average cost when "use average cost" setting is active
01 February 2021
  • Sales Tax Exempt Report Issues
  • Updated repot to account for open dept non-tax items
01 February 2021
  • corrected an issue with the way some discounts were reporting
  • Sales Tax Exempt Report - corrected an issue where this report would return items that aren't part of the selected tax group
  • Top Seller Report - corrected an issue with this report that was causing it to display incorrect counts of open department sales
  • EDI receiving - corrected an issue that caused the preview of an invoice to be incorrect
01 February 2021
  • Sales Tax Exempt Report
  • Corrected an error that was preventing this report from running in some instances
  • Cycle count variance - corrected an issues that could cause a variance when a child was scanned but the parent wasn't counted
  • Label Report - updated this report to remember the last settings used
01 February 2021
  • added report to list any Z's that aren't on a daily reconciliation
  • Receiving - Added EDI format Invoice 22
01 February 2021
  • corrected an issue that prevented filtering by both store and vendor on the Working Orders screen
  • Verified Invoices - added scan times to verified invoices worksheet
  • Verified Invoices - added filter for "Reviewed" invoices
  • Summary Sales Reports - added vendor filter to these reports
01 February 2021
  • added ability to set/change restocking fee on worksheets
  • Cycle Counts - added new definition type base on negative transactions (voids, cancels, and returns)
  • System Discounts - Added ability to handle lifetime discount limits (for RJR/PM loyalty discounts that can only be redeemed a limited number of times)
  • Lottery Reconciliation
  • updated "Delete" button to flag the included Z's as non-reconciled when a lottery recon is deleted
01 February 2021
  • added the ability to set different required ages on a store by store basis
  • Return Worksheets - added ability to designate an item is not eligible for credit when returning to vendor
01 February 2021
  • corrected an issue that prevented sending POS flags through Mass Updates
  • Item Sales Report - corrected an error message that prevented running this report by vendor with the "rollup Links" box checked
  • Inventory Eval report - corrected an issue that prevented this report from properly filtering by vendor
01 February 2021
  • corrected an issue that prevented verified invoices from showing in Director in some instances
  • Reorder - corrected an issue that caused the printed version of an order to show duplicate items in some instances
  • Ejournal Report - corrected an error message that could prevent this report from running in some instances
  • Buydown Sales Report - corrected an error message that prevnted this report form running
01 February 2021
  • Receiving Worksheet Report
  • added new report - Receiving
  • corrected an issue that allowed an invoice number containing only spaces
  • Daily Sales report - resolved an issue that was causing the incorrect numbers to show as the loyalty coupon amount
  • Orders - corrected an issue that caused "Week 1 Sales" to be off when converting from a working order
01 February 2021
01 February 2021
  • corrected an issue that caused this report to pull data for the wrong customer in some instances
  • Dashboard Messages - corrected an issue where dashboard messages were not being
01 February 2021
  • corrected an issue that prevented average cost from updating at the stores when manually changed from corporate
01 February 2021
  • added ability to show only sales from a specific day of the week
  • Scan Data report - updated RJR report to set date range correctly per RJR's requirements
  • Item Details - added the ability to manage loyalty campaigns for an item from the Additional Info popup
  • Uplifts - corrected a rare issue that could cause an uplift to trigger for the wrong items
  • Register Z Report - corrected an issue that caused this report to show the incorrect number of receipts with voids
  • Reorders - corrected an issue where printing an order would show the wrong amount ordered depending on the status of the PO
01 February 2021
  • updated Item Analysis popup to show Physical Inventories in addition to cycle counts
01 February 2021
  • corrected an issue that prevented the Min quantity from being taken into account
  • Time Clock report - corrected an issue that caused the report to show blank punch types in some instances
  • Time Clock - corrected an issue that was preventing managers from changing the store number of a time clock record
  • Effective Price - corrected an issue where the date in the Effective Price window was not being correctly used to get active discounts
  • QoH Reorder point - corrected an issue that caused QoH reorder points to incorrectly add 1 unit to the quantity ordered
  • Vendor Parts - added ability to filter vendor parts by part#/description while filtered by vendor
  • Inventory Eval. Report - corrected an issue where running this report using snapshots did not include "Snapshot Report" in the report header
  • Campaign Act. Summ. by Store Report - Added column to show amount redeemed
  • Login Permissions - added "Reorder" permission; "Read" allows the user to create orders, but not to change preset settings for orders
  • Employee Loyalty Sales Report - Modified report to use employee name and group by store
01 February 2021
  • Added the message recipient to the messages box
  • Receiving - corrected an issue where auto-applying an EDI invoice would lock the receiving worksheet so the user couldn't scroll through the invoice
  • Vendor Part Kits - updated cost field to display three digit costs in order to avoid rounding errors
  • Reorder Worksheet - Added support for showing if the warehouse has an item in stock (if using FTX Warehouse as a vendor)
01 February 2021
  • updated attachments to improve performance and prevent time outs when trying to open attachments
  • Item Details - corrected an issue with the "Manage Discounts" popup that prevented it from showing active discounts
  • Verified Invoices - modified "No Variance" box to show invoices based on line variances rather than the summed variance qty
  • House Account Report - corrected an issue where this report wouldn't run in corporate mode
01 February 2021
  • corrected an issue that allowed items to be adjusted/received/counted when "Track Inventory" was unchecked on the item
  • Dashboard - updated dashboard sales numbers to exclude any departments set not to add to sales
  • Transfers - corrected an issue that was preventing Transfer details from sending to stores
  • Label Printing - corrected issue that prevented selecting items by tree information (Category, Sub Category, etc.) when printing labels
01 February 2021
  • corrected an issue when applying activations that prevented multiple activations of the same game from being added to an invoice
  • Negative Cashier Report
  • corrected an issue that erroneously included receipts in this report in some cases
  • EDI Receiving - added a new format (format 23)
  • supports 7 digit vendor parts and multiple invoices per file
  • Queue - corrected an issue that prevented the QoH reorder point from sending through the queue
  • Cycle Counts - corrected an issue that prevented using a definition that filters by department group
01 February 2021
  • resolved an issue that caused incorrect prices to send to stores when creating a new item from a template in some cases
  • Item Details - corrected an error message that would show when using the "View Chart" button in some cases
  • Invoices - Added support for excise tax on invoices
01 February 2021
  • added report to show free items given away as part of loyalty campaigns
  • Custom Daily Sales Report - updated report to include Pay-Ins
  • Invoices - corrected an issue that caused the costs to copy incorrectly when copying an invoice
  • Inventory Evaluation Report - corrected an issue that caused this report to come up blank if item categories contained apostrophes
  • Negative Cashier Report - updated this report to exclude lines referring to commissions
  • Scheduled Orders - corrected an issue that caused orders scheduled for noon to run at midnight
  • Uplifts - corrected an issue that allowed "All Items" to be set for an uplift that had an item list
  • Item Details - corrected an issue where some vendor parts could not be deleted from Item Details
01 February 2021
  • Added option to have separate Skoal & Copenhagen Loyalty UPC's
01 February 2021
  • Updated RJR Scandata Requirements
  • Moved loyalty only system discounts with manuf flag to coupon field
  • RJR Scan Data - corrected an issue that allowed the multipack discount to show a negative amount in some cases
  • Department Sales Report - Updated the department sales reports to show margin of 100% when cost is 0
  • Average Sales Report - corrected an issue with the sales numbers on this report
  • Customer Activity Report - Updated report to pull data from all stores at corp when in store mode
  • Hourly Sales Report - corrected issue that prevented this report from running in some cases
  • Reorder questions - Corrected an error that caused the order to calculate incorrectly when user has selected QOH reorder point, but had it set to 0
  • Mass Updates Store Updating
  • corrected an issue where choosing to update discounts would create queue records for all stores rather than just for the selected stores
01 February 2021
  • added a check to prevent adding a vendor with the same name as an existing vendor
  • Queue - corrected an issue where deleting an inactive item didn't correctly delete the item at the store
  • RJR Scan Data - updated report to show loyalty discounts as coupons per RJR's new requirements
  • Maintenance - updated stores report to only show active stores
  • Item Details - corrected an issue that caused the incorrect qty on hand to show if the user had more than 100 stores selected
01 February 2021
  • corrected an issue with vendor parts that were created from worksheets having the wrong cost in some cases
01 February 2021
  • corrected an issue that prevented the worksheets from correctly sending to the warehouse in some casees
01 February 2021
  • corrected an error that happened when sending worksheets to the warehouse
01 February 2021
  • corrected an issue that prevented adding an item to an uplift if it is already a sell item on the same uplift
  • House account creation issue
  • Added logic to resolved empty GUID on consecutive adds without pressing add button again
  • Item Details - added ability to send a single item's image to stores from item details
  • Favorite Reports - corrected an issue that prevented new departments from showing up when loading a report from favorites
  • Summary Data Reports - modified summary item sales by date to allow grouping by store and created new item sales by date and dept report
  • Reorder Calculations - corrected an issue where the order quantity would round up in some instances where it should have rounded down
  • Negative Cashier Report - corrected an issue on this report that caused it to show discounts and commission reports
  • Invoice Excise Taxes - hid department level setting since the customer won't be needing it
  • JUUL Sale limits - added ability to enable/disable the limits from corporate
01 February 2021
  • added logic in PM report to handle removing split when all items were covered by another discount
01 February 2021
  • Added support for credit invoices to format 6
01 February 2021
  • Added setting to ignore last used vendor on new invoices
  • Sales Links - added the ability to specify a link quantity on sales links
  • System Discounts - added an option to have a discount apply to the cost of the items discounted
  • Reorder - corrected an issue that caused reorders to ignore minimum qty on hand in some instances
  • Invoices - added ability to show negative margins on all invoice detail reports
  • Invoices - added ability to print items on invoices in the order in which they were received
01 February 2021
  • added the ability to see items that have been deleted off an order
  • Adjustments/Transfers - corrected an issue that prevented Adjustments/Transfers from sending to the stores in some instances
  • Orders - updated the reorder worksheet to include the time that each item was added
  • Dashboard - updated dashboard sale to exclude departments with "Add to Sales" disabled
  • Track Inventory Flag - updated cycle counts and adjustment to disallow items with "Track Inventory" set to false
  • House Accounts - added a setting to allow specific house accounts to override the carton count limits
  • Queue - corrected an issue that prevented QoH Reorder point from sending through the queue
  • Cycle Counts - corrected an issue that prevented starting a cycle count using a definition that filters by product group
  • Negative Cashier Report - corrected an issue that caused Commission/Discount records to show on this report
  • Custom Daily Sales Report - updated report to include Pay-Ins
  • Cycle Counts - Added an option to include "In Transit" items in cycle count snapshots
  • Unified Logins - Combined POS and Director logins; added user groups to manage user permissions
01 February 2021
  • Unified User Classes with Permissions
  • Moved usermigration check to after all schema changes fire;Ensured schema changes were in place;
  • Added logic to disable groups if there aren't any;
  • Added logic to prompt user about auto generating employee # when adding;
  • Resolved active checkbox issue;Leaving active in the groups to allow a group named inactive employees
  • Modified OH liquor integration to use itemid instead of UPC
  • User permissions - Added HH permission to employee that allows transfers.
  • System Discounts - added a report that thows all items in a discount and pricing before and after Discount
  • Buydowns - added an option to mass update the end date for buydowns
  • Min/Max ordering - added an option to prevent changes at corporate from sending down Min/Max values to a store
  • Verified Invoices - added a date range filter to the verified invoices grid
  • Scheduler - corrected an issue that allowed the same person to be scheduled in two locations on the same day/time
  • Cycle Counts - added an option to print the worksheet grouped by department
  • Ejournal Report - added personal check data to this report
  • Department Sales Report - updated the department sales reports to show margin of 100% when cost is 0
  • Average Sales Report - corrected an issue that caused this report to use post-tax totals to calculate average sales
  • Customer Activity Report - updated report to pull data from all stores at corp when in store mode
01 February 2021
  • when viewing scheduled queue updates, added the ability to see when the updates are scheduled
  • Custom Daily Report - added the option to use last cost rather than Average Cost on this report
  • Messages - added the ability to choose which stores receive messages by pricebook zone
  • House Accounts - added the ability to add attachments to House Accounts
  • Vendors/Orders - added a Vendor-level setting for the minimum order amount allowed for that vendor
  • System Discounts Item Details Report
  • added an option to group this report by store
  • Negative Cashier report - added tender data to this report where applicable
  • POS Settings - added the ability to pull Tender Mappings from a store and send to all other stores
  • Enhanced Loyalty Campaigns - updated campaigns to disallow apostrophes from being included in the campaign names
  • Ticket Nonsellers Report - added an option to include items with zero quantity on hand in this report
01 February 2021
  • added an option to send an email to a specified user if any stores have not sent updates in a specified time frame (requires FasTrax Scheduled Tasks to be configured)
  • Scheduled Price Upates
  • corrected an issue that caused the
01 February 2021
  • Product Group By Employees Report
  • added a new Custom report to show sales by product group/employee
  • Time Clock Report - added an option to filter the time clock report by employees who worked overtime
  • Enhanced Loyalty - added the ability to set a maximum number of coupons that can be printed in a loyalty campaign
01 February 2021
  • added the abilit to edit the "Item Value" of an item in a discount from the "Manage Items in Discount" popup
  • Enhanced Loyalty - added a "Wizard" to help with cleaning up inactive customers
01 February 2021
  • added support for class and sub class custom filters
  • Mass Updates - Added setting to skip loading all items when first opening Mass Updates
01 February 2021
  • added some performance tweaks to speed up loading mass updates
01 February 2021
  • added the ability to mass assign Commission Campaigns and Loyalty Campaigns to stores in the Maintenance module
  • Receiving - Added warning to the closing of an order as well as when creating an invoice if the order amount is less than the Vendor's minimum - Enhanced Loyalty - Added checkbox to only show active customers
  • Negative Store Report - added new report to show what percentage of transactions are Voids, Cancels, and returs by store
01 February 2021
  • corrected an issue that caused this report to pull data for all stores rather than just selected stores
  • FasTrax Users - Added support for sending user groups through the queue
  • Loyalty Reporting Enhancements Per Altria
  • Created new Loyalty customers statistics report
01 February 2021
  • Added ability to specify invoice excise taxes per department with an ability to override on an item by item basis
  • TCS Accounting Export Change
  • Updated feed to include manual discounts;Added descriptors;Changed logic to not require daily recon to be audited
01 February 2021
  • Updated sales feed to include system discounts for TCS export
  • Excise Tax Changes - Updated logic to handle editing when manually entered last excise tax amount
01 February 2021
  • added the option to apply a portion of fees on an invoice to the last cost of received items
  • Invoice Excise Taxes - added the store-specific option to charge excise taxes on the surcharge of an invoice
01 February 2021
  • Modify TCS Account Export
  • Updated TCS Accounting export changes per markup (hide empty fields, add payout offset, reverse cashier over/short accounting codes, add buydown amt to returns)
  • Mass Updates - Added performance tweaks to make Mass Updates open faster
  • Customer Activity Report Pulling Sales Data For All Stores Rather Than Just One Store
  • Updated logic to resolve issue
  • Enhanced Loyalty - Added the ability to filter the campaign list when running a report by campaign
  • Enhanced Loyalty - corrected an error message that was displaying when running the Loyalty Statistics Report
01 February 2021
  • corrected an issue that caused an error message when applying an invoice
01 February 2021
  • updated user mapping popup to sort cashier list alphabetically, and make it searchable
01 February 2021
  • added excise tax on surcharges to totals summary
  • Verified Invoices - corrected issue with "No Variance" checkbox still listing invoices with variances
  • Orders - corrected an issue with printing deleted items from an order
  • Avery 5167 Labels - Corrected an issue that caused labels to print off center
  • Logins - created a utility to sync Login IDs between store and corporate v1.392
  • Compiled For Release
01 February 2021
  • corrected an issue that prevented working orders from sending to the stores in some instances
  • Inventory Import - added logging to show which items weren't added due to missing PLU records
01 February 2021
  • Accounting Export Enhancements
  • Added UI and logic for offset codes on all recon buckets in TCS feed;Updated receiving logic to apply surcharge before excise tax when applicable
  • Director Settings Sending to Stores
  • Added schema change to set values for each setting's sendtostore and type fields appropriately. Added logic to force those values on all inserts/updates
  • Store Unable to Pull Uplift Items from Corporate
  • Created header update when adding items via mass updates so that the uplift will be flagged as "changed"
01 February 2021
  • Accounting Export Enhancements
  • Modified feed to ignore empty accounting codes for sales, cogs and inventory;Modified feed to export dept.type = 2 separately and use retail instead of cost for COGS;Exposed dept type in dept UI
01 February 2021
  • Fixed issue with user details popup not closing after migration from edit & Added logic to refresh users grid and keep row
  • Store Unable to Pull Uplift Items from Corporate
  • Modified update to update all fields instead of just header
  • Added keypress logic to tab to cost after pressing enter on qty in receiving details
  • Last Remaining TCS Export Issues
  • Added payins and offset entry for shrink
  • Updating Scheduled Reports for Stores
  • Added logic to disallow any characters that Windows doesn't allow for file names: \ / : * ? " < > |
  • Director UI Removals/Modifications
  • Added new setting (DirectorMode) to replace corp boolean that allows store, corp or stand alone;Updated logic everywhere that referenced corpmode boolean to use new variables;
  • Updated UI to hide elements based on DirectorMode
01 February 2021
  • corrected an issue that prevented editing prices from the Mass Updates grid
01 February 2021
  • missing employees in timeclock dropdown
  • Updated query/dataset to update the employee.active field when updating employee permissions from user group
  • Ejounal Report - corrected an issue that caused this report to skip negative transactions
  • Mass Updates - corrected an issue with tree views in Mass Updates when a category contained an apostrophe
  • Invoices - Updated invoice item entry logic to default to save and add when entering through fields
  • Invoices - Added setting to skip cost entry field in invoice item entry
01 February 2021
  • corrected an issue with legacy EDI receiving that was causing incorrect inventory adjustments in some cases
  • Ticket #226825 - FasTrax problem saving cost to all zones
  • Updated logic to prompt user to save costs or not
  • Ticket #226835 - Changes To TCS Accounting Export
  • Changed logic to get/use store's excise tax authority name for vendor ID;Added logic to get and write prepaid sales tax to export file
01 February 2021
  • corrected an issue that prevented child cost update when the parent cost was updated in some instances
  • Vendor Parts - Updated vendor parts UI to simplify mass changes
  • Accounting Export - Changed TCS invoice export to optionally use exported flag or raw dates
01 February 2021
  • added an option to switch to receiving by UPC rather than vendor part in "Add Item" popup
01 February 2021
  • added the ability to calculate invoice excise taxes into average cost
  • Negative Store Report
  • Corrected an issue that prevented the report from running if there were too many transactions in the selected period
01 February 2021
  • added Excise Tax account code to departments
  • Accounting Export - TCS Export
  • Changed accounting codes to use deptcode + storecode for primary and xfercode + storecode for offset
01 February 2021
  • corrected an issue that caused a zero dollar line to be added to exports in some instances
01 February 2021
  • Changed available logins dropdown to only show users with director permissions
  • Director Logins - Added setting to send logins to all active stores
  • Invoices - corrected an issue where re-sizing the screen would remove some buttons from the invoice popup
  • Accounting Exports - corrected an issue where some items were incorrectly exported as negatives
  • Invoice Detail Report - Excise Taxes
  • made following changes on this report when excise tax is included: Removed UPC column, resized description and added total retail & margin
01 February 2021
  • Changed logic to include loyalty discounts into coupon amount earlier before deducting from final sale price
01 February 2021
  • Added Average Cost report to show items with zero average cost
01 February 2021
  • corrected excise tax issues on TCS format
  • Mass Updates - corrected an issue with the "Undo Changes" utility that caused it to update the wrong zone in some cases
  • Accounting Exports - updated TCS format to correctly label overages/shortages from cycle counts
01 February 2021
  • updated TCS format to reverse signs for shrink based on feedback
01 February 2021
  • updated TCS format to take into account multiple account codes when calculating total value of excise taxes
01 February 2021
  • added support for editing scheduled blank orders
  • EDI Ordering/Receiving - Added support for Active FTP
01 February 2021
  • added support for limiting discounts by customer by week
01 February 2021
  • Added support for Changebank, ATM In and ATM Out in daily recon audit
  • Enhanced Loyalty Reports - corrected an error message that prevented some reports from running
  • Ejournal Report - corrected an issue that was causing the tender to get cut off if more than one tender was on a receipt
  • Vendor Parts - corrected an issue with mass changing "Do Not Order" and "Manual Order" that caused the parts to get updated in the wrong zone in some cases - Vendor Parts
  • added an option to "Apply to Selected" records when mass changing "Do Not Order" and "Manual Order" settings
  • Moved active checkbox in usergroup details outside of cashier area
  • Invoice Cost Change Report - corrected an issue that prevented the report from running correctly if too many vendors were selected
  • Recon Audit - added support for auditing Pay-Ins and Pay-Outs
01 February 2021
  • Accounting Exports - updated TCS format to take adjustments into account for shrink
  • Reports - Pay-In/Pay-Out report
  • added options to filter by account or description on this report
01 February 2021
  • Inventory Eval Report
  • updated this report to sort by department when set to group by department
  • Reconciliation - added lottery redeem bucket for reconciliation
01 February 2021
  • updated TCS format to reverse sign on all negative values
01 February 2021
  • updated report to optimize performance
01 February 2021
  • Refactored queries to use raw SQL
01 February 2021
  • Extra Flat Tax on Specific Items
  • Added support for flat tax on POS flags
01 February 2021
  • Initial split compile into x64 and x86
01 February 2021
  • Changed updates to flip exported flag to 0
01 February 2021
  • FasTrax User Active Pulling From Cashier Active on Group
  • Moved checkbox back to main form
  • Remove Loyalty Module in Director to Prevent Confusion
  • Added logic to get cloud loyalty setting and hide loyalty module if enabled
  • Director Settings Not Sending from Corporate
  • Modified update queries to also update sendtostore and settingtype
  • PLU Aliases Import Doesn't Expand
  • Modified feed to expand PLUs as well as aliases
  • Store Selection Hyperlink Unique to User
  • Moved storage from INI file to new column on Director Login table
  • Disable Editing Cost/Price/Desc in Mass Updates
  • Added setting and logic to disable editing of mass updates grid
  • Custom Cost/Price Import Issue
  • Added logic to optionally create queue records
  • Item Details Additional Details Tab Order
  • Reset tab order based on UI layout
  • Reset biometrics for employee not working
  • Added support for resetting bio data in both store and corp modes
01 February 2021
  • Add Excise Tax To Sales Tax Report
  • Created new report (excise tax) and exposed as option from sales tax report
01 February 2021
  • Reset biometrics for employee not working
  • Added logic to support reseting from corp
01 February 2021
  • Duplicate Employee numbers Cause Director to Error out and have no Logins
  • Changed query to only get distinct IDs
01 February 2021
  • TCS G/L Export Payouts not showing since refactor
  • added group by clause to payins and payouts
01 February 2021
  • Disabled time pickers by default and added option to enable for editing;Added logic to ensure changebank had a value <> 0 from cashier before using
01 February 2021
  • Items doubled in receiving
  • Disabled save button at beginning or save logic instead of end
  • Extra Flat Tax on Specific Items
  • Updated Sales Tax report to correctly show the flat tax
01 February 2021
  • Inventory Evaluation Adjust Buydowns Average Cost
  • Refactored logic to process buydown cost adjustment after avg cost adjustment
01 February 2021
  • Version Change For Next Release Testing
01 February 2021
  • updated Orders to save the last setting of the "Use Item's Min Qty" option
  • Permissions - added a permission to prevent users from Reconciling cycle counts
  • General - made changes to prevent use of "pipe" special character in order to avoid conflicts with scan data reporting
  • Buydowns - updated buydown items grid to show all zones
  • Discounts - added a prompt when changing the details of a manufacturer discount to alert the user that changing the discount could cause scan data problems
  • Invoice Cost Change Report
  • added an option to filter by department
  • Orders - Added min quantity on hand to the reorder worksheet
  • Store Coupon % Report - Created new Coupon Sales Report to show coupon sales as a percentage of total sales
01 February 2021
  • corrected an issue that caused some reports not to run when scheduled
  • Item Multiples Report - Created new Multiples report grouped by store number
  • Scheduled Orders - corrected an issue that prevented some settings on a scheduled order from copying when the "Copy Order" button was used
  • Adjustments - corrected an error message that was preventing an "Everywhere" search
  • Never Re-Purchased Report - Updated report to show child item count in the qty on hand
  • Enhanced Loyalty - added the ability to merge loyalty accounts
  • Maintenance - added an option in DB maintenance to delete working orders older than a set number of days
  • Mass Updates - added the ability to Mass Update the "Track Inventory" field
  • Mass Updates - added the ability to Mass Update the Sales Link Qty
  • System Discounts - added the ability to archive multiple discounts at once
  • Transfers - Added ability to multi-select and print transfers
  • Uplift Reports - Updated the uplift reports to display the full employee name if it exists
  • Mass Updates - Added option to update last cost when updating the vendor cost
  • Invoices - Added new option to copy invoice with reversed qty
  • Label printing - Updated label printing when item has multiple prices (ie Pick a pack) prompts user for the price to use
  • System Discounts - Added stackable flag to system discounts
  • allows multiple discounts to be applied to a single sale
  • Orders - Updated order worksheets totals to display the vendor min amount (if there is one), and display the totals in red until the min amount has been meet.
  • Time Clock - added an option to see inactive employees in Maintenance > Time Clock
  • House Accounts - Added ability to filter house accounts by company name
  • Timeclock Report - added an option to summarize the report by week when "Weekly Time in Excess" is selected
01 February 2021
  • added an option not to show visually verified sales on this report
  • Ejournal Report - corrected an issue that caused the report not to show the discounts applied on a receipt
  • Item Details - added the ability to open an adjustment from the Item Analysis popup by double-clicking the adjustment
  • Receiving - added the ability to receive fractional vendor parts on an invoice
  • Orders - corrected an error message that was preventing users from deleting an item from an order
  • Vendor Parts - added the ability to mark a part as non-returnable
  • Item Details - added Last Year sales to Item Details page
  • Price Changes Between Dates - corrected an issue that prevented this report from being run at store level
  • Customer Activity Report - corrected an error that prevented this report from running in some cases
  • Inventory Eval Report - added an option to only show inactive items in this report
  • Inventory Eval Report - corrected an issue that caused this report to use current average cost when "Snapshot report" was selected
  • Item Details - Added the option to save price to all zones in the "Manage Pricebook Zones" popup
  • House Accounts - added the option to require a password to ring up select House Accounts
  • Invoices - added a setting to prevent users from changing the "Apply Cost Changes" box on invoices
  • Item Sales Report - corrected an issue that caused this report to show incorrect data for Open Department sales in some cases
  • Vendor Parts - added the ability to import vendor parts from a csv file and schedule the changes to take effect
  • Employees - added an option to unmask employee passwords
  • Mass Updates - added the ability to update an item's price based on its vendor part cost
  • Vendor Parts - added the ability to mark vendor part as the Primart part for that UPC
  • Uplift Sales Employee Summary - New Report to show uplift sales summarized by employee
  • Daily Recon Report - corrected an issue with "Show Lottery" that caused the Online Cashes qty to be incorrect in some cases
  • Mass Updates - corrected an issue that prevented filtering in some cases
  • Buydowns - corrected an issue where the "Manage Items in Buydown" popup wasn't taking Part of Carton into account when showing the buydown amount
  • Orders - added an option to filter "Day of Inventory" orders by Top Sellers
  • Orders Item Search - added support for selecting multiple items in Find Item popup in orders
  • Working Orders - Added ability to copy a working order
  • Purchase Analysis Report - changed spacing on this report to make it more readable
  • Invoices - Added Misc Fees field to invoices
  • Invoices - added "Notes" field to the invoices list
  • Reg Z Summary Report - added an option to print only a summary of the Register Z report
01 February 2021
  • added a report to show recons that haven't been finalized
01 February 2021
  • corrected an issue that caused the Hybrid Report to show incorrect data in some cases
  • Item Details - added the ability to save specialty pricing to selected pricebook zones
  • POS Flags - added support for tax group exceptions on a store-by-store basis
  • Summary Data Reports - added a "Rollup Links" option on the summary data reports
  • Buydowns - corrected an issue that removed the coloring from the buydowns grid
  • Working Orders - corrected an error message that was coming up when searching for items by description
  • Recon Changes Report - added a report to show changes to reconciliations
  • Item Details - corrected an error message that was showing when saving on the "Additional Information" popup
  • Manually Sold Items - New report - shows items that were manually searched/added to a sale rather than being scanned
  • Invoices - added an option to include department totals on Invoice Detail Reports
  • Zero Cost Utility - Added new utility that will update Avg cost/Last cost that is currently zero
  • Modified Department Sales Report - added an option to group by store
01 February 2021
  • corrected an issut that caused this report to show the wrong amount of safe drops
  • Top Sellers Reorder Type - corrected issue that caused this reorder type to ignore child sales
01 February 2021
  • Misc. Fee field - removed unneccessary offset code for GL export
  • corrected an issue that prevented this report from showing Check data in some cases
  • Enhanced Loyalty - Added more text fields to Loyalty coupons
01 February 2021
  • added the ability to create store groups to assign stores to
  • System Discounts - added System Discount groups to allow for easy filtering of System Discounts
  • System Discounts - added the ability to filter system discounts by affected pricebook zones
  • Effective Price - corrected an issue that caused the effective price popup to show the incorrect price in some instances
  • Media Detail Report - Added new media detail report option to group summary by date
  • Daily Recon Reports - corrected an issue that caused some shifts of lottery recon to be excluded when they should have shown on the report
  • Cycle Count Reports - corrected an issue that caused the rollup variance cost to be incorrect in some rare cases
  • Enhanced Loyalty - created Campaign Activity Free Items By Store Report
  • Lottery Recon - corrected an issue that prevented "Apply Adjustments" from properly creating adjustments in some cases
01 February 2021
  • added a setting to disallow users from viewing the queue records created by other users
  • Queue - added a setting to warn users before they send down old queue records
  • Buydown Report - corrected headers on Buydown Report by Invoice Data to say "Qty Received" rather than "Qty Sold"
  • Enhanced Loyalty - added several formatting requirements for customer information to prevent incorrectly formatted information
01 February 2021
  • corrected an issue that caused a change to the account number of a negative check account to create a duplicate at the stores
  • Department Sales Report - corrected an issue that caused department data to be duplicated in some rare cases
  • Reports - corrected an issue that caused some reports to still show a preview even when "Preview Report" was unchecked
  • Transfer UPC History - added a check to this utility to verify the destination item exists at all active stores before the utility runs
  • New Report - ID Not Scanned Sales - lists sales where an ID was not scanned
01 February 2021
  • added support for a fixed flat tax to be added on a pos flag
  • Permissions - added a permission for the Scan Store module
  • Barcode report - corrected an issue where exporting this report to PDF would result in the barcodes not being scannable
01 February 2021
  • updated this report for the new 2020 requirements
  • Scheduled Reports - added support for automatically adding newly created stores to scheduled reports that include all stores
01 February 2021
  • corrected an issue that prevented some discounts from showing on load
  • Reorder Worksheet - corrected an issue that caused the quantity on hand to display incorrectly in some cases
  • Item Templates - added an option to have item templates include the System Discounts, Buydowns, Commission Campaigns and POS Flag of the source item
  • Pricebook - removed item deletion from "Admin" permission and moved it to a separate permission
  • Enhanced Loyalty - added the ability to update customers balances in the "Balances" grid in customer details
  • Employees - separated the permission to create employees from the "Admin" permission
01 February 2021
  • updated report to excluded inactive items
01 February 2021
  • Added support for receiving child item using parent vendor part
  • v1.393.16 - Orders
  • corrected an error that prevented deleting items from an order
  • Tenders - added support for "Debit Cards" reconciliation bucket
01 February 2021
  • added a popup to "Get Panels From Store" to inform the user when Director is finished updating the panels
  • TimeClock Report - Added report option to see currently clocked in users
  • Vendor Parts - added the ability to copy the UPC description to the vendor part
  • Vendor Parts - added the ability to restrict certain stores from ordering selected vendor parts
  • Employees - added store number to Employee list
  • Employees - added the ability to mass-assign users to a group
  • Ejournal Report - added Open Department descriptions to ejournal report
  • Astro Redemtions Report - Created new report to show Astro Loyalty redemptions
  • Cycle Counts - added grouping options to cycle count reports
  • Scheduled Reports - added the ability to specify what hours a scheduled report is run for.
  • Cost Change Log Report - added several Filters/Groupings to this report
  • Permissions - corrected some minor inconsistencies between the User Permissions and User Group Permisssions
  • Mass Updates - corrected an issue that allowed the vendor part and vendor part cost to be edited in the grid
  • Mass Updates - corrected an issue where the excise tax was not sending correctly
  • Send Fuel Prices From Corp - Added fuel prices module
  • Time Clock Report - Added setting for filtering only employees that worked at more than 1 store
  • System Discounts - Added Retail Report Name to discount; this will be used in place of the discount name in the RJR Scan Data report
  • Worksheets - Updated the add item to worksheet to prevent adding items not associated with the vendor
  • Scheduled orders - Added the ability to schedule order for all items for a vendor
  • RJR Scan Data Report - Added the option to add headers to RJR Scan Data file
  • Ejournal Report - Added the ability to filter by Cashier
  • Accounting Codes - Added the ability to send accounting export codes to selected stores
  • Item Sales Report - added an option called "Show Price Breaks" that groups the report by the pik a pak quantities used in selling the item
  • Mass Updates - added the ability to change item descriptions in Field Updates
01 February 2021
  • Do Not Order Vendor Parts Report
  • Created new Vendor Parts List Report to show all vendor parts with "Do Not Order" selected
  • Permissions - added new permissions to control access to support utilities
  • Discount Details Report - added a new report to show all items assigned to selected discounts
  • EDI Order Setup - Created new edi order format (27)
  • Enhanced Loyalty - corrected an issue that caused loyalty coupons to stop working if a department in the whitelist was renamed
  • Enhanced Loyalty - added a warning message
  • Ordering - added the ability to view "Item Analysis" directly from the reorder worksheet
  • TimeClock Report - added an option to run a "Deleted Entries Report" to show what timeclock records have been deleted
  • Mass Updates filter for Buydowns and Discounts
  • Added mass update filters for buydowns & discounts
  • Fuel - Added avg cost to fuel prices and added fuel dash
  • Cost Changes Between Dates - added "Sort by Description" option to this report
  • Item Details - added the ability to specify that a given item doesn't give out of stock warnings when being sold on the POS
  • Zero Price Sales Report - created a new report to show all sales where an item was "sold" for zero dollars
  • Part Of Carton Utility - built a utility in Support Utilities to set part of carton from an item's link qty
  • Department Sales Report
  • With "Open Department Sales Only" Checked Add Filter/Group Options to allow user to group by Day, Store, and dept group.
  • As well as page break by store.
  • RJR Scan Data - corrected an issue that created duplicate scanID's in some cases
  • Permissions - added a permisstion to allow/disallow editing costs on invoices
  • Cycle Counts - added support for creating cycle count definitions using custom filters
  • Cycle Counts - corrected an issue that caused the inventory history to show incorrect data after a cycle count in some cases
  • Dashboard - added a log of what updates have been sent to a selected store; accessible by double-clicking the store in the Store Updating pane - Invoice Detail Report
  • added the name of the employee that did the receiving to this report
01 February 2021
  • corrected an issue when double-clicking an adjustment that caused the wrong adjustment to be shown in some cases
  • System Discouts - added Mass Change option to System discounts in order to allow multiple discounts to be updated/extended at once
  • Item Details - added Last Year Qty Sold to "Recent Sales History" section
  • Uplifts - corrected an issue that caused the POS to clear out the uplifts that were visible in Director
  • Permissions - added a permission to control whether a cashier can use the "Full Search" option for Loyal N Save
  • Negative Cashier Report - added an option to include manual percent off discounts given at the register
  • EDI Receiving Setup - Added Invoice Format 24
  • Loyalty Customers - corrected an issue that caused editing a loyalty customer to put in bad data for the customer's gender
  • Hourly Sales Report - added an option to group this report by store
  • Orders - added the ability for a corporate user to update working order statuses
  • Scheduled Price Changes - corrected an issue that prevented scheduled changes from recording who made the change
01 February 2021
  • Invoice Verification Reports
  • added a report to show items that haven't been verified
  • Invoice Verification Reports
  • added a report to show items that were verified but not scanned
  • Invoice Verification Reports
  • added a report to show invoices that had variances on their verifications
  • Working Orders
  • Added option on working orders to calculate how many days until an item is out of stock
  • Commission Sales Report
  • added summary option to this report
01 February 2021
  • Ticket #234581 - Unreturnable Items in POS
  • Added logic to allow items to be non returnable by the item or dept.
  • Ticket #255108 - FTX Community News & Announcements doesn't seem to work
  • Added setting to change news URL
  • Ticket #247292 - System Discount Report Filters for Options -> Changes for default checkbox value
  • Ticket #222453 - Questions on the Waste and Spoilage button
  • Added waste to item analysis and inv movement report
  • Ticket #212936 - Mass Updates Delete Vendor Parts
  • Added ability to delete vendor parts from mass updates and delete more than one at a time from vendor parts
  • Ticket #230470 - Send Down Accounting Codes To Stores
  • Added logic to send corpstores.accountnumber with data and to handle apostrophes
  • Ticket #245053 - Inconsistencies between User Permissions and User Group Permissions
  • Moved tab order to be the same in both user controls
  • Ticket #246207 - Syncing Forced Password Changes
  • Added webservices call to corp to update data when changing at store and verify that PW still needs changing
  • Ticket #243958 - New Ordering Method
  • Created new Weekly Max order method
  • Ticket #2982 Selected Stores Reset
  • Updated logic to get/set global variable in form load to prevent instantiating again
  • Ticket #254899 - Director 1.395.3
  • Error message when closing cycle count worksheet
  • Found and fixed issue with parameters
  • Ticket #209843 - Filter System Discounts by Store Selected list
  • Added option to filter by stores
  • Ticket #211222 - Food stamp Report enhancement request
  • Added details to food stamp report
  • Ticket #244844 - Set part Desc to Item Desc not Generating Queue records
  • Added logic to send changes to the Part Desc via a queue record to stores
  • Ticket #251650 - Template is adding item to buydowns
  • Updated logic to correctly use setting when adding new items and reset the reference PLU variable
  • Found and fixed issue with POS Flag flat taxes saving but not refreshing on edit details
  • Ticket #231693 - Previous Order Show Working Order Descriptions
  • Added working order description when converting to regular order
  • Ticket #216342 - Mass Updates Additional Filters and Data Grid
  • Added QOH and Qty On Order Filters to mass updates
  • Ticket #235218 - [Enhancement Request] Time Clock Deletions NEED To be in TimeClockAdjustLog
  • Updated logic to correct error that Lee getting
  • Ticket #242488 - Do Not Order Vendor Parts Report
  • Fixed issues discovered by Lee
  • Ticket #252102 - Loyalty Reports Giving Different Redeemed Values
  • Changed logic to get redeemed value from free items from pdetail
  • Ticket #170457 - (b)-Logging Vendor Part Changes
  • Added a vendor part change log for all changes to vendor parts and kits.
  • And created change log popup that is accessed in the vendor part/kit user control. Where user can see changes and print them for item.
01 February 2021
  • Ticket #247139 - Remove Formulas Tab from Director
  • Added setting to hide formulas tab
  • Ticket #254850 - (Enhancement request) Check boxes for finding/adding item to working order
  • Updated logic to allow the selection of multi items in working orders.
  • Ticket #254971 - Starting Till information on Daily Recon Print Out pulls Cashier instead of Manager
  • Updated reports to display the manager starting till amount.
  • Ticket #254890 - Sales comparison report not showing department groups correctly
  • Updated logic to correctly show report based on dept groups.
  • Ticket #254967 - Department sale report not showing all the Store numbers
  • Updated all dept sales reports to allow the store list to grow.
  • Ticket #197055 - More filtering added to Inactive Items list
  • Added custom filter option to inactive items list.
  • Ticket #211295 - Negative Cycle Counts Option
  • Created new Cycle Count option for all items on a negative transaction.
  • Ticket #247137 - Remove Pricebook Zones tab/options for Stand Alone Stores
  • Ticket #231694 - Receiving EDI Flag Order as Invoiced
  • Updated logic to get PO from file
01 February 2021
  • Ticket #247135 - New Report: Store Group Reports
  • Updated the store group report to display stores that belong to the group.
  • Ticket #245555 - Enhancement request
  • Added a "Run Now" button to the scheduled reports UI
  • Ticket #251481 - selecting item during find in receiving
  • Updated the find screen to auto select/de-select checkbox when row is clicked
  • Ticket #220138 - Store Notification on Low QOH
  • Added QOH threshold and report to PLU (setup on mass updates or addtl info, report is option in OOS report)
01 February 2021
  • Ticket #209842 - Auto-Archive Expired Buydowns/Discounts
  • Added setting to automatically archive expired buydowns and discounts
  • Ticket #245267 - RE: Minimum required feature
  • Added the subunit QOH into the calculations
  • Ticket #261545 - Invoice Misc Field Issue on Director & GL
  • Added fee to summary grid and invoice export
  • Ticket #243906 - Cost Change Log Report Filters/Groupings
  • Cleaned up schema change to correctly fire
  • Ticket #231693 - Previous Order Show Working Order Descriptions
  • Added column to grid and popup details form
  • Ticket #246207 - Syncing Forced Password Changes
  • Resolved issues found during testing when resetting flag at corporate
  • Ticket #234581 - Unreturnable Items in POS - Added to mass updates
  • Ticket #251481 - selecting item during find in receiving
  • Changed selection toggle to be based on grid click instead of cell click
  • Ticket #252102 - Loyalty Reports Giving Different Redeemed Values
  • Changed logic when running summary report
  • Ticket #261896 - Unable to Delete Invoices
  • Found and fixed issue with variables set from grid
  • Ticket #261954 - Unable to search Mass Updates Filters
  • Found and fixed issue with textbox not being selectable
  • Ticket #262002 - Working Orders 10 week sales incorrect
  • Updated logic to use raw date ranges
  • Ticket #260944 - Setting for physical inventory
  • Added setting to disable physical (legacy) inventory option
01 February 2021
  • Ticket #261311 - Price change report
  • Added store level price change report when storemode is enabled
  • Ticket #262142 - Copy zone pricing not working in Director
  • Found and fixed issue with variable not being set
  • Ticket #261733 - PayIn/PayOut Report Adding Account Codes
  • Updated datasets and reports to show accounting code
  • Ticket #260894 - quick dates hyper link
  • Added last month as an option and refactored logic for easier future changes
  • Ticket #243331 - More Granular Permissions
  • Created new permissions and updated logic to use new permissions
  • Ticket #262663 - Invoices Prepaid Sales tax not populating correctly
  • Added prepaid sales tax to dataset and queue being sent to store
  • Ticket #261154 - New invoices are verified immediately after being applied - Updated dataset
  • Ticket #261732 - Appying Cycle Counts Differences Toast Message
  • Added dialog prompting to save if idle for longer than 5 minutes
  • Ticket #255146 - Assistance finding money shortage
  • Updated logic to divide the buydown amount by the qty
  • Ticket #263673 - Error Sending to stores
  • Added NULL check when sending discounts
  • Ticket #255056 - PM report - leave all new fields blank option
  • Added option to leave the Age Verification field blank
  • Ticket #263650 - Negative Sales Report blank
  • Found and fixed issue with dataset and logic
  • Ticket #247513 - Item sales report should show qty on hand when you roll up links
  • Updated logic to Item Sales report to allow showing the qty on hand when roll up links is also selected.
  • Ticket #260989 - Scheduled Report View All Details
  • Added advanced editing option and ability to run for different date ranges (YTD, MTD, etc)
  • Ticket #263724 - Change History not available for other zones when applying price to all zones
  • Added logic to ensure change history is written for all zones
  • Ticket #260620 - Delete button on invoices disappearing
  • Updated UI to show 2 rows of action buttons to allow resizing to allows show delete button
01 February 2021
  • Cycle Count Worksheet
  • Resolved error message found when examining variance items.
01 February 2021
  • Updated logic to allow the selection of multiple items in working orders.
  • Daily Recon Report - Corrected an issue that caused Starting Till information on this report pulls Cashier instead of Manager
  • Department Sales comparison - Corrected an issue with grouping by department on this report
  • Department sales report - Corrected an issue that prevented all store numbers from showing on this report if too many were selected
  • Inactive Items - Added custom filter option to inactive items list.
  • Cycle Count Definition - Added a definition that includes all items that were on negative transactions (canceled sale, voids, returns)
  • Unreturnable Items in POS - Added logic to allow items to be non returnable by the item or dept.
  • FTX Community News & Announcements
  • Added setting to change news URL
  • Inventory Movement Report
  • Added waste to item analysis and inv movement report
  • Mass Updates - Added the option to delete vendor parts from Mass Updates
  • Stores - Added the ability to send a store's account code to the store from corporate
  • Employee Passwords - Corrected an issue that prevented changes to employee passwords at store level from sending to corp/other stores
  • Orders - Created new Weekly Max order method
  • Selected Stores - Corrected an issue that caused selected stores to change when switching to the Dashboard
  • Cycle Counts - Corrected an error message that was displaying when closing a cycle count in some cases
  • System Discounts - Added the ability to filter by selected stores
  • Food Stamp report - Added details to food stamp report
  • Mass Updates - Added logic to send changes to the Part Desc via a queue record to stores
  • Mass Updates - Added ability to filter by quantity on hand or qty on order
  • Enhanced Loyalty - Corrected an issue with Loyalty Reports that caused the redeemed value to be incorrect in some cases
  • Vendor Parts - Added a vendor part change log for all changes related to vendor parts and kits.
  • Item Sales Report - Resolved error message found when generating the report.
  • Item Sales Report - Corrected issue with QOH doubling on items.
  • Item Details - Corrected issue with subunits changing prices when saving parent unit.
01 February 2021
  • Corrected issue with report parameters.
01 February 2021
  • Resolved issue when opening cycle count via double click.
01 February 2021
  • Corrected issue involving searching filters.
01 February 2021
  • Added setting to designate export path.
01 February 2021
  • Resolved issue with report generating blank.
01 February 2021
  • Added setting to designate date range.
01 February 2021
  • Updated file name to be the first export's date.
01 February 2021
  • Updated report logic to remove duplicates.
01 February 2021
  • Updated FuelSmart Export
01 February 2021
  • Added EPA Fuel Report
01 February 2021
  • Updated EDI Order setup for new parameters.
  • Purcahse Order EDI - Updated logic to pull invoice number and PO number.
01 February 2021
  • Updated to move Quantity on Hand totals to bottom of filter selections and changed logic to use running totals.
01 February 2021
  • Enabled HasFuel checkbox to send state to multiple store locations.
01 February 2021
  • Created new granular permissions and updated logic to use new permissions.
01 February 2021
  • Added logic to verify missing permissions for users.
  • Department Sales Report - Resolved report viewer size cutting off data on report.
  • G/L Export - Added check to verify reconciliations are complete at store for both shift and daily reconciliaitons.
01 February 2021
  • Added in resolution for duplicate reports being sent.
01 February 2021
  • Resolved settings not applying correctly.
01 February 2021
  • User Permissions - Updated Modifiers settings for users.
01 February 2021
  • Updated settings to be more clear on their purpose.
01 February 2021
  • Added logic to section out directior permissions when sending down to stores.
01 February 2021
  • Clarified notification pop-up.
  • Group Permissions - Updated logic to user group permissions if user is in group.
  • Vendor Part Kits - Added ability to make vendor part kits price zone specific.
01 February 2021
  • Updated report filters to use variance quanity instead of variance dollars.
  • Queue - Updated group permissions to chunk into smaller files when sending down queue.
01 February 2021
  • Added logic to handle user group deletion with users.
01 February 2021
  • Inventory Evaluation Report
  • Fixed issue with sorting by description.
01 February 2021
  • Updated reordering method types.
01 February 2021
  • Updated logic for permissions being added to queue when schema is applied.
01 February 2021
  • Updated validation process for pricebook zone entries.
01 February 2021
  • Rearranged "Delete Invoice" button to be visible on 4x6 screen.
01 February 2021
  • Changed logic to calculate excise tax when loading invoice from PO.
  • Login - Updated login dropdown to allow user to type in name with auto suggest.
01 February 2021
  • Defaulted Export Invoice and Export Sales checkboxes to unchecked.
  • G/L Export - Updated logic to optionally use average cost based on Director setting.
01 February 2021
  • Quickbooks Export - Added debug log
01 February 2021
  • Changed logic to ensure daily recon was in the selected date range.
01 February 2021
  • Updated logic when running in corp mode to get correct tax names.
  • Fuel Reconciliation - Added finalized time stamp column.
01 February 2021
  • Updated to use 12:00 to validate recon date.
01 February 2021
  • Updated to take into account waste.
01 February 2021
  • Updated logic on report and worksheet to handle excise tax.
01 February 2021
  • Invoice Cost Change Report
  • Updated worksheet and report to show subunits affected by changes.
01 February 2021
  • Updated performance in adding vendor part kits to queue.
01 February 2021
  • Updated Item Sales report to allow showing the qty on hand when roll up links is also selected.
01 February 2021
  • Updated to round decimals.
01 February 2021
  • Update logic to allow sales restrictions based on any element of the tree. And added ability to assign items to restriction via mass updates.
  • Loyalty - Added a button on the Loyalty Balance Type that opens a popup that allows the user to transfer loyalty points from one balance type to another.
  • Inventory Evaluation Report - Inventory Evaluation report not separating stores
  • Update logic when running report "Separate Negative Items" to separate by store and page break by store.
  • Loyalty - Disabled the requirement for an email when creating a new customer.
  • Buydowns - Added additional Mass Change Buydowns features.
  • Invoices - Added ability to have an option for negative invoices.
  • Item Sales Report - Fixed issue with parameters giving errors.
  • Time Clock - Updated UI to address errors.
  • Cycle Count - Cycle Count Print Error - Fixed parameter issue when double clicking a cycle count to view
  • Summary Reports - Added Department Comparison report.
  • Disctrict Groups - Added additional control for sorting by District.
  • House Account - Created new logic to use the max discount per month for house accounts.
  • Fuel - Added fuel smart exports and fuel recon report.
  • EDI - Updated logic to process Richmond Masters EDI invoice.
  • Invoices - Fixed issue with filter end dates in receiving module.
  • Updated format of grid to have color for alternating rows.
  • Time Clock - Updated time clock to see store adjustments at corporate.
  • Price Change Report - Resolved issue with variable not getting changed on pricebook zone changes.
  • Permissions - Updated granular permissions for users.
  • Low QOH Notification - Added queue support for low QUH threshold.
  • Performance Snapshot - Added promo amount to performance snapshot.
  • Cost Change Log Report - Updated start time to be 12:00 and added day to stop date.
  • Logins Report - Updated report to use the new granular permissions.
  • Orders - Updated logic to resolve issue of columns being reset after adding items to order.
  • Mass Updates - Updated the query to resolve error when filtering by vnedor.
  • Purchase Analysis Report - Updated Purchase Analysis Reports to show correct price for returns.
  • Negative Cashier Report - Updated report to include discounts.
  • Effective Price Report - Updated logic and report to correctly display amounts in report and added the system discount field to report.
  • Media Detail Report - Updated report to not show change amount if tender doesn't allow over tender.
  • Disabled "Allow Manual Gift Card" checkbox, system will get permission from "Gift Card"
  • "Read/Write/None" settings. - Department Sales Comparision Report
  • Updated logic to resolve issue with "no data" message displaying.
  • Department Sales - Updated report when filtering by Department Group to correctly display the information.
  • Inventory Movement - Moved and anchored the status label of report.
  • Negative Items Report - Updated the dataset for report to remove divide by zero error.
  • Inventory Movement Report - Disabled the user control while report is generating.
  • Gift Cards - Updated logic to disable gift card permission when "Enable Gift Cards" is disabled.
  • Invenotry - Disabled Zero Quantity tool if user is not admin.
  • Media Detail Report - Updated reports.
  • Transfers Report - Change the wording of option to "Omit Xfer From Store".
  • Reports - Updated all report with date range to throw an error when the Start Date is after the Stop Date.
  • Weekly Hybrid Report - Updated report to correctly show the date range selected.
  • Weekly Hybrid Report - Updated report to correctly show margin of 0 when price is 0.
  • Tags - Added support for tags.
  • EDI - Updated logic to pull invoice number and PO number from file.
  • Online Categories - Added Online Categories functionality.
  • Invoices - Added option to filter by invoice number.
  • Vendor Cost Import - Added option to only import the new vendor part cost.
  • Invoice Report - Updated the Cycle count batch reports to show if finished or not and updated the Invoice reports to show if applied or not.
  • Uplifts - Updated logic in director to write changes to both Director and regular uplift tables.
  • Time Clock Report - Updated logic to allow the user to select the first day of the week.
  • Purchase Analysis Report - Updated logic and created new reports for Purchase Analysis report grouped by vendor.
  • Custom Modified Department Sale Report- Updated the Custom Modified Department Sales report to add loyalty to discount when "Loyalty Can Report As Discount" is enabled.
  • Mass Update - Updated the custom filter logic to correctly filter by UPC.
  • Cycle Counts - Updated worksheet to use the "Parent Cost" / "Units in Purchase Unit" to get the child cost.
  • Item Detail Analysis and recent Sales History
  • Updated logic to correctly return sales for item in date range.
  • Scheduled Changes - Updated the scheduled changes pop up with radio buttons to show only sent or unsent changes.
  • Commissions - Updated Commission in mass updates to only send items to stores that are participating in campaign.
  • Media Detail Report - Updated the details report to combine tender amount by receipt number.
  • Orphaned Vendor Parts Report- Updated dataset to return distinct PLU number.
  • NonSellers Report - Updated logic to allow exclusion of items add in # of days, and received in # of days.
  • Loyalty - Updated logic to ensure coupon details are created before saving a campaign that has coupons.
  • Vendor Cost Import - Updated logic to only updated the select pricebook zone.
01 February 2021
  • Added option to display the margin on invoice worksheet and prompts user when applying if the margin is negative or exceeds the set max margin.
  • Mass Updates - Updated "Store Updating" in Mass Updates to include "Carton Count" and "Customer Checks".
  • Stores - Updated logic to default active to true when creating a new store.
  • Employees - Updated logic to set active to true when creating new employees or vendors.
  • Cycle Count Coverage Report - Updated report to display "Never" correctly.
  • Inactive Item Wizard - Updated logic to inactive item wizard to allow ignoring new items, check linked items and writes changes to log.
  • Created new list report of deactivated items.
  • Commission List - Added new report.
  • Item Templates - Updated logic for POS Flags from Item Templates.
  • Return Forms - Updated logic when in store mode to update return customer info to corp.
  • Weekly Sales Summary Report
  • Created new custom option to report where user defines the header name for the seven buckets
  • And what depts are associated with each, as well as the carton count column.
  • Discounts - Updated logic to repair error when filtering.
  • Uplift Reports - Updated dataset to use the new Uplift table.
  • Reports - Updated various reports to correctly display information.
  • Scheduled Reports - Hid the date range fields from edit all fields.
  • Orders - Updated work sheets to also display the previous order totals.
  • Employee Groups - Updated group removing the active flag. Only individual users can be marked inctive.
  • EDI - Added EDI Log with a link on Order and Invoice worksheets, that will display the log for it. It also allows the user to print report.
  • Time Clock - Added a check when adding or editing a time clock entry to prevent overlaps.
  • Inventory Cost Report - Created new "Inventory Cost Report".
  • Cycle Count - Updated logic to auto close the print option popup.
  • Invenotry - Added button that will zero out QOH when item is not tracked inventory.
  • GL Export - Added a check when creating a GL export to ensure all daily recons for date range were finalized. As well as the regZ for date range.
  • Min Stock Status Report - Created new report
  • Invoice - Moved the "Delete Invoice" button on UI to be more visible on 4x6 screens.
  • Reconciliation Report - Update report to show correct starting till.
  • Queue - Created new setting EnableAndroidHH to reduce amount of queue files sent to stores.
  • EDI - Updated logic to use the user entered date.
  • Item Details - Added new reorder alias fields to PLU.
  • Added the new fields to the addition info popup for editing
  • And updated the reorder screen to take into account the new fields adding sales to the item to the linked plu for reordering.
  • UPC Transfer Tool - Updated logic to include changing the UPC in item sales tables.
01 February 2021
  • Negative Cashier Report
  • Updated report to not show the option of Pre/Post if the checkbox is not checked.
  • Replenishment Orders
  • Sales taken into consideration for replenishment orders with a date range of today/future to update order quantities.
  • Queue - Optimized deleting files from queue.
  • Time Clock Report - Add notes from Time Clock edits to report.
  • EDI - Updated logic for format 24.
  • Voids/No Sales/Cancels - Updated e-Journal report to display comments if there is one.
  • Vendors - Added queue records to delete parts and vendor to stores when deleting vendor at corporate.
  • Transfers - Added ability to transfer all items of a department from one store to another.
  • Pricebook - Added item creation date in additional details for items.
  • Purchase Analysis Items Report
  • Created new Purchase Analysis Items report
  • Quickbooks Export - Updated logic to include waste.
  • Register Z Report - Updated logic when running in corp mode to try and get tax name from store data.
  • Fuel Reconciliation - Added finalized date column to reconciliation grid.
  • Quickbooks Export - Updated logic to ensure daily reconciliation was in date range.
  • RJR Scan Data Report - Updated report to change final price by loyalty discount if not selected to be included in report.
  • PM Scan Data Report - Added logic to verify item was altria if flag is flipped based on UPC code.
  • GL Export - Defaulted both Invoice and Sales check boxes to unchecked.
  • Invoice - Updated logic to calculate excise tax when loading invoice from PO.
  • Import Vendor Cost Tool - Updated logic to only updated part in selected zone.
  • Orders - Updated orders to not reset columns after adding items.
01 February 2021
  • Updated logic when assigning tags.
  • Sales Restrictions - Updated logic when updating items in mass updates affected by sales restrictions.
  • Daily Reconciliation - Updated report to show the correct starting till.
  • Item Templates - Updated templates to include discounts amd promotions.
  • Min Stock Status Report - Updated report with filter options. Also fixed issue with "Times QOH > 0" column.
  • Inactive Wizard Items Report
  • Updated report to use a date range.
  • Vendor Part Kits - Updated adding to queue to filter off stores instead of all active then filtering.
  • Invoice Cost Change Report - Updated worksheet to show price of subunit.
01 February 2021
  • Found and fixed issue with exception error on report.
  • Invoice - Added enter key handler when searching by invoice number.
  • Transfers - Updated transfers to resolve error when attempting to use the "Find Item" tool.
  • Cycle Count - Added Null Check when attempting to print.
01 February 2021
  • Performance Snapshot
  • Added logic to delete temp table data after running.
  • District Group - Cleaned up UI for overlapping companies.
  • Time Clock - Fixed error with overlapping entries.
  • Cycle Counts - Fixed issue on reports with cost for child items.
  • Found and fixed issue with CR not applying filters on ODBC based reports when filtering based on parameter
  • Negative Items Report - Updated report to prevent the buydown amount from being added twice.
  • Tags - Updated the delete tag in mass update, if tag is no longer associated with any PLUs the tag is deleted.
01 February 2021
  • Performance Snapshot
  • Added logic to snapshots to report correctly from dashboard to report.
  • Time Clock - Fixed issues with overlapping entries.
  • Cycle Counts - Fixed issue with cost for child items.
  • Reports -Found and fixed issue with Crystal Reports not applying filters on ODBC based reports when filtering based on a parameter.
  • Buydown - Updated logic to prevent the buydown amount from being added twice.
  • Tags - Updated the delete tag in mass update, if tag is no longer associated with any PLUs the tag is deleted.
01 February 2021
  • Updated logic for templates to also include RJR promotions.
  • Receiving - Resolved issue with negative invoice variable defaulting to true.
  • Carton Counts - Updated logic to include the Carton Count and Customer Checks to the check all/clear all functionality.
  • Sales Restrictions - Updated logic to account for NULL values for filter type.
  • Invoice - Updated logic when calculating the excise tax on converting order to invoice.
01 February 2021
  • Added option to mass update tax names.
01 February 2021
  • Updated logic when editing an existing entry.
01 February 2021
  • Updated report to only return most recent queries.
01 February 2021
  • Updated FTP routine to also handle Active FTP communications.
01 February 2021
  • Updated permissions to remove error messages.
01 February 2021
  • Updated logic to resolve error message.
  • POS Flag - Updated logic to copy POS Flag info from template to item.
01 February 2021
  • Updated logic of report to better handle when filtering by employee.
  • Tags - Added logic to check for tag count before setting text.
  • Receiving - Updated logic when copying invoice to get correct cost.
  • Reorder - Updated the total retail price calculation to get correct amount.
  • Receiving - Fixed issues with copying invoices.
  • Time Clock - Disabled the use of redundant permission setting.
01 February 2021
  • The report is already calculating and presenting as a summary at base, so we've hidden checkbox to remove confusion.
  • Receiving - Updated logic to include the excise tax in the cost written to the adjust log.
  • Receiving - Updated logic to handle NULL values in invoices.
  • Rrice Change Report - Updated logic to run correct report at store.
  • Excise Taxes - Added misc fees to excise tax calculation for surcharges.
  • Reports - Added logic to handle apostrophes in various reports.
01 February 2021
  • Added share of surcharge when backing out an invoice.
01 February 2021
  • Updated parameters to allow for changes to existing discounts.
01 February 2021
  • Updated queries for mass updating venodr parts to allow for NULL values.
01 February 2021
  • Updated to allow user to override ordering if needed.
01 February 2021
  • Added logic check to ensure no other stores exist in inv_qty table.
  • Aliases - Updated mass updates filter by UPC, to include aliases.
  • Cycle Counts - Rearranged buttons.
01 February 2021
  • Inventory Evaluation Report
  • Updated reports to concatenate desc and plu num for grouping/sorting.
01 February 2021
  • Updated report to group by employee name not cashier name.
  • Department Sales Report - Added logic to force new page after group when option is enabled.
01 February 2021
  • Item Sales Report
  • Modified SQL to not use Crystal Data Table and use raw SQL when running by vendor.
  • Item Sales Report - Updated formula to remove errors reported.
  • Uplifts - Removed logic that affected primary uplift table so that it only affects director uplift tables.
01 February 2021
  • Added logic check in G/L export to check for return PayOuts and PayIns.
01 February 2021
  • Changed all item sales reports to group/sort of formula.
01 February 2021
  • Added logic to uncheck summary report when drilldown was selected.
  • Invoice Cost Change Report - Added additional filter.
  • Scheduled Reports - Updated logic to get scheduled report info when saving but not pressing add button first.
  • Item Sales Report - Added NULL check when getting average costs in Item Sales report.
01 February 2021
  • Updated department returns to not include buydowns since they are already taken out.
01 February 2021
  • Updated dataset that populates the login screen name options to filter out users that have no Director permissions.
  • Queue Module - Updated the batch queue records process.
  • House Accounts Sales Report
  • Updated the dataset to get the sum of the tax exempt sales.
  • Uplift Results Report - Updated report to resolve issue with store numbers.
  • Vendor Part Kits - Updated logic to resolve duplications.
  • Enhanced Loyalty - Updated log for campaign losing points to show the negative amount that was moved.
  • Also changed logic to add points to the receiving campaign before deducting the points from losing campaign.
  • Loyalty Reports - Update logic to make reports consistent between one another.
  • Queue Module - Updated the queue PLUChanges to use chunks.
  • Ejournal Report - Updated logic to allow switching back to director in taskbar.
  • RJR Report - Updated logic to remove returns that have a price of 0.
  • System Discounts - Updated logic to take into account user priority.
  • Invoice Detail Report - Updated report so that invoices could be pulled correctly into it.
  • Queue Module - Updated employee permissions to send down data in chunks.
01 February 2021
  • Updated queue for large datasets.
01 February 2021
  • Added new employee permission for saving cycle counts and spot checks.
01 February 2021
  • Updated login query to use user groups.
01 February 2021
  • Updated logic to item templates to queue with discounts and buydowns.
01 February 2021
  • Updated report viewer to prevent blanks.
01 February 2021
  • Updated to address Weekly Excess 40hrs error.
02 March 2021
  • Added logic check to check for negative safe drops.
  • Updated buydowns to not include returns since they are not included in department returns.
02 March 2021
  • Updated buydowns to include correct store account code.
02 March 2021
  • Added ON! Loyalty UPC field to report.
02 March 2021
  • Updated condition check logic to include all applicable UPCs for ON! Loyalty UPCs.