Shopkeeper V8.0.15 Update Notes · Shopkeeper Update Version 8.0.15 8 1.3.2 System SK-5208 – Add...
Transcript of Shopkeeper V8.0.15 Update Notes · Shopkeeper Update Version 8.0.15 8 1.3.2 System SK-5208 – Add...
Shopkeeper® V8.0.15 Update Notes
June 2014
Shopkeeper® V8.0.15 Update Notes
Information in this document is subject to change without notice. Companies, names and
data used in examples herein are fictitious unless otherwise noted. No part of this document
may be reproduced or transmitted in any form or by any means, electronic or mechanical,
for any purpose, without the express written permission of Markinson Technologies Pty Ltd.
2014 Markinson Technologies Pty Ltd. All Rights Reserved.
® Shopkeeper is a registered trademark of Markinson Technologies Pty Ltd.
CONTACT MARKINSON BUSINESS SOLUTIONS
Telephone: 1300 137 729
Email: [email protected]
Internet: www.markinson.com.au
Shopkeeper Update Version 8.0.15 2
Contents
Update Version 8.0.15 ......................................................................................... 4
1.1 Prerequisites ......................................................................................... 4
1.2 Documentation Conventions ................................................................... 5
1.3 Enhancements ...................................................................................... 6
1.3.1 Sales Orders ............................................................................... 6
SK-5186 – Sales Order default account parameter. ....................................... 6
SK-5187 – Sales Order Tender screen for Account Customers. ....................... 7
1.3.2 System ...................................................................................... 8
SK-5208 – Add Delivery Address to Location / Shop Maintenance. .................. 8
SK-5259 – Admin Settings transition from INI file to database. ...................... 9
1.3.3 Web Shop ................................................................................ 10
SK-5228 – Separate Shopping Cart per OCI session. .................................. 10
SK-5197 – Web Shop OCI Cross Reference table. ....................................... 11
1.4 Items Resolved ................................................................................... 12
1.4.1 Accounts Receivable .................................................................. 12
SK-5015 – Manual Payments ................................................................... 12
SK-5314 – GL entries for Account Charges ................................................ 12
1.4.2 Customer Orders....................................................................... 12
SK-5159 – Collation of OrderLink columns ................................................. 12
SK-4888 – Bulk customer order functions diary entries ............................... 12
SK-5021 – Order Blocking and Polling ....................................................... 12
SK-4893 – Transfer created by Customer Order completion ......................... 12
1.4.3 Inventory ................................................................................. 13
SK-5185 – Credit Request Import – Value Only .......................................... 13
SK-5149 – Last Sold / Purchased Reference ............................................... 13
1.4.4 Pickup & Delivery ...................................................................... 13
SK-5168 – Reserve Stock Details error ...................................................... 13
1.4.5 Point of Sale ............................................................................. 13
SK-5253 – POS Prompt maintenance / Sales Order Parameters .................... 13
SK-5004 – Unable to perform full synchronise with offline data .................... 13
SK-4862 – Power Off Recover caused duplicate entry in layby items ............. 13
1.4.6 Polling ..................................................................................... 14
SK-4818 – Plu Profile leaving behind .BAK files .......................................... 14
SK-3811 – Processing Receive In-Transit with zero quantity ........................ 14
SK-5029 – Multipe copies of polling running ............................................... 14
1.4.7 Purchasing ............................................................................... 15
SK-5199 – Purchase Order Receiving – Commited stock advice .................... 15
SK-5171 – Adding an Item to Consolidated Group Order ............................. 15
Shopkeeper Update Version 8.0.15 3
SK-5066 – Purchase orders and negative quantity ...................................... 15
SK-2942 – Purchase order import work folders ........................................... 15
SK-5279 – Purchase order receive for SBT Supplier .................................... 15
SK-5275 – Once a supplier is made inactive disable PO functionality ............. 15
1.4.8 Sales Analysis ........................................................................... 16
SK-5271 – Sales Analysis report selection screens ...................................... 16
1.4.9 Sales Orders ............................................................................. 17
SK-5239 – Sales Orders search error ........................................................ 17
SK-5209 – Sales Orders message “No PO(s) created” ................................. 17
SK-4963 – Sales Orders Invoice error ....................................................... 17
SK-4963 – Sales Orders Payment / Deposit ............................................... 17
SK-5282 – Sales Orders parameter for item code to display ......................... 17
SK-5265 – Sales Orders error when creating purchase orders ...................... 17
SK-5213 – Sales Order Invoices showing paid / balance .............................. 17
SK-4675 – Sales Order location change and fulfilment ................................ 18
1.4.10 Stocktake................................................................................. 18
SK-5009 – Importing an IC file may generate a file does not exist error ........ 18
1.4.11 Style, Color, Size ...................................................................... 18
SK-5231 – Style Maintenance error on save ............................................... 18
SK-5056 – Style Maintenance Diary button ................................................ 18
1.4.12 System .................................................................................... 19
SK-4823 – Delete Diary Entries ................................................................ 19
SK-4865 – Variable ‘PROD_GROUP’ is not found error ................................. 19
SK-5249 – SQL Message 102 Incorrect syntax near ‘)’ ................................ 19
1.5 Help Updates ...................................................................................... 20
Schema Changes in 8.0.15 ................................................................................ 21
1.6 New Tables ......................................................................................... 21
1.6.1 AdminSettings .......................................................................... 21
1.6.2 CrossReference ......................................................................... 21
1.7 Updated Tables ................................................................................... 22
1.7.1 Shopmast ................................................................................ 22
1.7.2 OrderLink ................................................................................. 22
1.7.3 Invloc, Invloct, Invlcopy, Invmislt ............................................... 22
1.8 New Parameters .................................................................................. 23
1.8.1 Purchase Order (45) Allow Negative Quantity in PO Item Entry ....... 23
1.8.2 Sales Order (88) – Default Account Code ..................................... 23
1.8.3 Sales Order (89) – Print Balance on Invoice ................................. 23
1.8.4 System (36) – Allow manual email address .................................. 23
Shopkeeper Update Version 8.0.15 4
Update Version 8.0.15
Welcome to the Update Notes for Shopkeeper® V8.
These notes provide details of enhancements and issue resolutions implemented in this
release of the product.
1.1 Prerequisites
In order to install and operate Shopkeeper® V8, please ensure that the following
mandatory prerequisites are met:
Review Product Licence and Licence Agreement
Ensure that you have a valid product licence for your installation and you are familiar
with the Shopkeeper® Licence Agreement. Licence details and the Shopkeeper Licence
Agreement may be updated periodically and must be reviewed following installation of
each patch update. The licence details and a current copy of the Licence Agreement are
recorded in Shopkeeper®.
To view the licence agreement, launch your Shopkeeper® Application, click on the Help
menu and select the About option to display the About Shopkeeper screen. The
Licence Agreement may be viewed via the View the End-User Licence Agreement
link on this screen.
Shopkeeper Update Version 8.0.15 5
1.2 Documentation Conventions
The following conventions are used in this documentation:
FEATURE CONVENTION
Module or Function Title All indicated within the content of this document
using BOLD CAPITALISED text.
Example:
Maintaining Settings in the SUPPLIER
MAINTENANCE module.
Screen or Window Title All indicated within the content of this document
using Bold Italic text.
Example:
Select the supplier from the Supplier type screen.
Buttons, Drop-down Lists, Radio Buttons,
Fields and Keyboard Keys
All indicated within the content of this document
using Bold text.
Example:
Press Ctrl+P on your keyboard then click on the OK
button.
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1.3 Enhancements
1.3.1 Sales Orders
SK-5186 – Sales Order default account parameter.
A new parameter has been added to the sales order module that controls the default account code used when adding new orders / quotes:
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SK-5187 – Sales Order Tender screen for Account Customers.
The Sales Order invoicing process has been updated to display the sales order tender screen for account customers given following circumstances:
Account belongs to the COD Account Customer Type
Account belongs to the CASH Account Customer Type
Account has no terms (due terms is zero) and terms are not specified during invoicing.
Account is over credit limit.
The tender screen will still be used on orders that have VIP customers assigned to them.
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1.3.2 System
SK-5208 – Add Delivery Address to Location / Shop Maintenance.
Shop Maintenance: The Location / Shop maintenance screen has been updated to include a deliver to address.
When “Use Address” is selected, all Deliver To details are blanked out and disabled. When un
ticked the entry of the deliver to address values must be entered and will be validated when saving.
Purchase Orders:
The Deliver To address is used on purchase orders created for the location.
If the “Use Address” option is selected the location address is used, otherwise the deliver to address is used. This affects all areas where purchase orders are created. Auto PO, PO
Maintenance (normal / matrix), PO Import.
Shopkeeper Update Version 8.0.15 9
SK-5259 – Admin Settings transition from INI file to database.
The first stage of the transition of the shopkeeper admin settings stored in the tdcadmin.ini to a table in the database is now complete. When admin settings are modified the system updates values in both the INI file and a new table in
the database. The new table has the following structure: AdminSettings
FIELD NAME TYPE LENGTH COMMENTS
Id Int PK, Identity
Group Varchar 50
Key Varchar 50
Value Varchar MAX
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1.3.3 Web Shop
SK-5228 – Separate Shopping Cart per OCI session.
When OCI is active web shop uses a client side cookie to keep a user’s shopping cart and compare products separate for each OCI user on the same OCI login.
The following areas of web shop have been updated when OCI is active.
Search / Product Lists
o Add to Cart
o Add to Compare
Product Details Page
o Add to Cart
o Update Cart
o Add to Compare
Shopping Cart Page
o Remove Item
o Change Quantity
o Empty Shopping Cart
Compare Products
o Clear All
o Remove
o Compare
Add to Cart
My Cart (Right Panel)
o Recent Items
o Edit
o Remove
Cart Summary (Top right)
Checkout
o Confirmation
o Send to Catalogue
When the user logs onto web shop using the OCI parameters, web shop will create a unique
token stored on the clients browser using a cookie that will be used for the shopping cart / compare products data. If web shop is not running in OCI mode then the login details are used.
The shopping cart data will persist across multiple sessions using the token stored in the cookie
unless cleared by the user or a post back is performed at which state the cart is cleared.
The compare product data will persist until cleared by the user.
If the client browser does not allow cookies to be saved then the shopping cart and compare product data will only be active for the current session.
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SK-5197 – Web Shop OCI Cross Reference table.
Changes have been in shopkeeper / web shop to implement an OCI cross reference table that is used to translate shopkeeper values to the external system using the OCI functionality. Initially Unit of Measure has been implemented.
Web Shop OCI:
The new table does not have a user interface at this stage but a .net business object has been created so that web shop can be updated to use the cross reference data when an OCI post back occurs.
Initially only Unit of Measure (UOM) cross reference data will be used.
Example of data:
Id Type System External
1 UOM EACH EA
2 UOM CARTON CT
Web Shop will check the cross reference data for each item in the shopping cart. If found the
external cross reference value is used, otherwise the shopkeeper value is used.
This has been implemented so that shopkeeper sales unit descriptions can be transformed to ISO UOM codes used by SAP systems that use the shopkeeper web shop and an OCI catalogue.
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1.4 Items Resolved
1.4.1 Accounts Receivable
SK-5015 – Manual Payments
The issue was reported in Version 8.0 affecting customers using the Accounts
Receivable module and was first reported on 03/03/14.
The GL Code could not be edited after a payment was added to the batch.
SK-5314 – GL entries for Account Charges
The issue was reported in Version 8.0 affecting customers using the Accounts
Receivable module and was first reported on 18/06/14.
The GL entries generated by the account charges function were the wrong way around.
The correct entries are as follows:
Interest: DR A/R control account, CR Sundry Income
Fee: DR A/R control account, CR Tax on Sales, CR Sundry Income
1.4.2 Customer Orders
SK-5159 – Collation of OrderLink columns
The issue was reported in Version 8.0 affecting customers using the Customer Orders
module and was first reported on 29/04/14.
The collation sequence of ParentId and UniqId columns in the OrderLink table have been
changed to “latin1_general_cs_as”.
SK-4888 – Bulk customer order functions diary entries
The issue was reported in Version 8.0 affecting customers using the Customer Orders
module and was first reported on 13/01/14.
The bulk customer order functions now create system diary entries when used for
customer orders.
SK-5021 – Order Blocking and Polling
The issue was reported in Version 8.0 affecting customers using the Customer Orders
module and was first reported on 06/03/14.
When removing a blocking record from an order type at head office, this is not being
removed at the stores, leaving the blocking data in place.
SK-4893 – Transfer created by Customer Order completion
The issue was reported in Version 8.0 affecting customers using the Customer Orders
module and was first reported on 17/01/14.
When completing an order and a transfer between locations is generated, the transfer
transaction is recorded with an incorrect price.
Shopkeeper Update Version 8.0.15 13
1.4.3 Inventory
SK-5185 – Credit Request Import – Value Only
The issue was reported in Version 8.0 affecting customers using the Inventory module
and was first reported on 06/05/14.
A value only credit request being imported was moving stock on hand on items when it
shouldn’t be.
SK-5149 – Last Sold / Purchased Reference
The issue was reported in Version 8.0 affecting customers using the Inventory module
and was first reported on 23/04/14.
The last sold and purchased reference columns for inventory have been increased from 20
to 30.
1.4.4 Pickup & Delivery
SK-5168 – Reserve Stock Details error
The issue was reported in Version 8.0 affecting customers using the Pickup & Delivery
module and was first reported on 30/04/14.
On the pickup and delivery order details screen accessed from Reserve stock, if a user
entered more than 20 characters in the phone number field an error occurred.
1.4.5 Point of Sale
SK-5253 – POS Prompt maintenance / Sales Order Parameters
The issue was reported in Version 8.0 affecting customers using the Point of Sale
module and was first reported on 30/04/14.
When exiting from the prompt maintenance screen the sales order parameters were being
incorrectly updated with the wrong set of parameter data.
SK-5004 – Unable to perform full synchronise with offline data
The issue was reported in Version 8.0 affecting customers using the Point of Sale
module and was first reported on 24/02/14.
A full synchronise is now available when offline data exists.
SK-4862 – Power Off Recover caused duplicate entry in layby items
The issue was reported in Version 8.0 affecting customers using the Point of Sale
module and was first reported on 24/02/14.
Layby item data was duplicated when a power off recover occurs on a layby transaction.
Shopkeeper Update Version 8.0.15 14
1.4.6 Polling
SK-4818 – Plu Profile leaving behind .BAK files
The issue was reported in Version 8.0 affecting customers using the Polling module and
was first reported on 11/12/13.
After running a plu profile the function did not clean up after itself and left .BAK and .TBK
files on the disk.
SK-3811 – Processing Receive In-Transit with zero quantity
The issue was reported in Version 8.0 affecting customers using the Polling module and
was first reported on 27/02/13.
Receiving an intransit at the store with 0 quantity did not updated head office correctly.
SK-5029 – Multipe copies of polling running
The issue was reported in Version 8.0 affecting customers using the Polling module and
was first reported on 11/03/14.
It was possible to have multiple copies of the polling application running at the same
time.
Shopkeeper Update Version 8.0.15 15
1.4.7 Purchasing
SK-5199 – Purchase Order Receiving – Commited stock advice
The issue was reported in Version 8.0 affecting customers using the Purchasing module
and was first reported on 14/05/14.
When receiving a purchase order that is linked to a sales order the committed stock
advice printed even though the sales order was closed.
SK-5171 – Adding an Item to Consolidated Group Order
The issue was reported in Version 8.0 affecting customers using the Purchasing module
and was first reported on 01/05/14.
When adding an item to a consolidated group order the item description did not display.
SK-5066 – Purchase orders and negative quantity
The issue was reported in Version 8.0 affecting customers using the Purchasing module
and was first reported on 21/03/14.
A new parameter has been implemented to control if negative quantities are allowed
during item entry. “Allow negative quantity in PO Item Entry” Yes / No
SK-2942 – Purchase order import work folders
The issue was reported in Version 8.0 affecting customers using the Purchasing module
and was first reported on 21/05/12.
The purchase order import work folders are cleared / removed when either skdesktop or
shopkeep applications start up.
SK-5279 – Purchase order receive for SBT Supplier
The issue was reported in Version 8.0 affecting customers using the Purchasing module
and was first reported on 05/06/14.
It was possible that a purchase order created prior to a supplier becoming SBT that the
PO was received with a cost.
SK-5275 – Once a supplier is made inactive disable PO functionality
The issue was reported in Version 8.0 affecting customers using the Purchasing module
and was first reported on 04/06/14.
When a supplier is made inactive, purchase order functionality should be disabled for any
purchase orders that are outstanding. Cancelling an item / po how ever is allowed.
Shopkeeper Update Version 8.0.15 16
1.4.8 Sales Analysis
SK-5271 – Sales Analysis report selection screens
The issue was reported in Version 8.0 affecting customers using the Sales Analysis
module and was first reported on 04/06/14.
On some analysis report screens the location list was displayed in the wrong order.
Locations should be displayed in location number order.
The following reports were corrected:
Department Daily Sales
Weekly Sales
Department Sales Summary
Salesperson Sales Summary
Yearly Sales
Department Graph Spreadsheet
Inventory Sales Discrepancy
Department Sales - Quarterly
Department Sales - 12 Month by store
Weekly Sales Program
Moving Annual Turnover
X-read
Shopkeeper Update Version 8.0.15 17
1.4.9 Sales Orders
SK-5239 – Sales Orders search error
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 26/05/14.
An error occurred when the focus was on the Order number column and the user tried to
enter an order number.
SK-5209 – Sales Orders message “No PO(s) created”
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 15/05/14.
When an order is saved and no purchase orders were created based on fulfilment data a
message was displayed stating the PO’s were not created. This message has now been
suppressed and you will only be notified when PO’s are created.
SK-4963 – Sales Orders Invoice error
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 11/02/14.
When invoicing an order and an apostrophe is entered in the despatch reference an error
occurs.
SK-4963 – Sales Orders Payment / Deposit
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 22/05/14.
The payment / deposit function was allowing payment values greater than the total value
of all items on the order.
SK-5282 – Sales Orders parameter for item code to display
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 05/06/14.
This parameter was not being used on the internal quote.
SK-5265 – Sales Orders error when creating purchase orders
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 03/06/14.
Sales Order was having an error when creating purchase orders, which was caused by
large purchase order numbers. We found that the purchase order number column in 2
tables were too small to contain the number.
SK-5213 – Sales Order Invoices showing paid / balance
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 19/05/14.
A parameter has been added to control if the paid and balance values are printed in the
totals area of invoices. “Print Balance on Invocies” Yes / No
Shopkeeper Update Version 8.0.15 18
SK-4675 – Sales Order location change and fulfilment
The issue was reported in Version 8.0 affecting customers using the Sales Orders
module and was first reported on 06/11/13.
When the location is changed on the main order screen the user is given an option to also
change the fulfilment locations. If the location change occurs and there have been
transfers or purchase order created it will clear the links between them. The transfers /
purchase orders will still remain in the system.
1.4.10 Stocktake
SK-5009 – Importing an IC file may generate a file does not exist error
The issue was reported in Version 8.0 affecting customers using the Stocktake module
and was first reported on 27/02/14.
Importing IC files by multiple users would sometimes generate a file does not exist error
because one user removed a file that was to be processed by anther.
1.4.11 Style, Color, Size
SK-5231 – Style Maintenance error on save
The issue was reported in Version 8.0 affecting customers using the Style, Color, Size
module and was first reported on 23/05/14.
An error occurred when saving a style if an apostraphe existed in a size code.
SK-5056 – Style Maintenance Diary button
The issue was reported in Version 8.0 affecting customers using the Style, Color, Size
module and was first reported on 20/03/14.
After editing a style the diary button was disabled.
Shopkeeper Update Version 8.0.15 19
1.4.12 System
SK-4823 – Delete Diary Entries
The issue was reported in Version 8.0 affecting customers using the System and was first
reported on 12/12/13.
User created Diary entries can now be deleted by the user that created them.
SK-4865 – Variable ‘PROD_GROUP’ is not found error
The issue was reported in Version 8.0 affecting customers using the System and was first
reported on 27/12/13.
Various screens in the system across multiple modules may generate this error.
SK-5249 – SQL Message 102 Incorrect syntax near ‘)’
The issue was reported in Version 8.0 affecting customers using the System and was first
reported on 29/05/14.
The following reports received this SQL error when trying to run them:
GL Transaction Listing by Posting
GL Cost Centre Transactions
GL Budget Listing
Supplier Transaction Listing
Inventory Labels - From Label Data
Shopkeeper Update Version 8.0.15 20
1.5 Help Updates
The following help files were amended with this update:
Shopkeeper Schema Changes in 8.0.15 21
Schema Changes in 8.0.15
The Schema Changes in Shopkeeper are described in this section in the following topics:
New Tables
Updated Tables
New Parameters
1.6 New Tables
The following new tables have been added:
1.6.1 AdminSettings
FIELD NAME TYPE LENGTH COMMENTS
Id Int PK, Identity
Group Varchar 50
Key Varchar 50
Value Varchar MAX
1.6.2 CrossReference
FIELD NAME TYPE LENGTH COMMENTS
Id Integer Pk
Type Varchar 50 Type of Cross Reference.
UOM will be first type
implemented
System Varchar 50 Value in shopkeeper system
External Varchar 50 Value in External system
Shopkeeper Schema Changes in 8.0.15 22
1.7 Updated Tables
The following tables were updated:
1.7.1 Shopmast
FIELD NAME TYPE LENGTH COMMENTS
UseAddress Bit Use Address - Default Value
= true
Del_Addr1 Varchar 40 Deliver To Address 1
Del_Addr2 Varchar 40 Deliver To Address 2
Del_Addr3 Varchar 40 Deliver To Address 3
Del_City Varchar 20 Deliver To City
Del_Post Varchar 10 Deliver To Post Code
Del_State Varchar 25 Deliver To State
Del_Cntry Varchar 20 Deliver To Country
1.7.2 OrderLink
FIELD NAME TYPE LENGTH COMMENTS
ParentId Char 22 Collation changed to
latin1_general_cs_as
UniqId Char 22 Collation changed to
latin1_general_cs_as
1.7.3 Invloc, Invloct, Invlcopy, Invmislt
FIELD NAME TYPE LENGTH COMMENTS
LSold_Ref Varchar 30 Increased from 20
LPurch_Ref Varchar 30 Increased from 20
Shopkeeper Schema Changes in 8.0.15 23
1.8 New Parameters
The following parameters have been added to the system:
1.8.1 Purchase Order (45) Allow Negative Quantity in PO Item Entry
Used to specify if a negative quantity can be entered during item entry.
1.8.2 Sales Order (88) – Default Account Code
Used to specify a default account code when adding new orders.
1.8.3 Sales Order (89) – Print Balance on Invoice
Used to print the paid value and balance at the bottom of invoices.
1.8.4 System (36) – Allow manual email address
This is used on the print dialog when emailing a pdf. If set to yes the user can enter a
partial email address, the domain is locked down and can not be changed.