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

mailto:[email protected]

http://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


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


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.


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.


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:


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.


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.


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


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.


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.


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 bulk customer order functions now create system diary entries when used for

customer orders.

SK-5021 – Order Blocking and Polling



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



When completing an order and a transfer between locations is generated, the transfer

transaction is recorded with an incorrect price.


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


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


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


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



A full synchronise is now available when offline data exists.

SK-4862 – Power Off Recover caused duplicate entry in layby items



Layby item data was duplicated when a power off recover occurs on a layby transaction.


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



Receiving an intransit at the store with 0 quantity did not updated head office correctly.

SK-5029 – Multipe copies of polling running



It was possible to have multiple copies of the polling application running at the same

time.


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


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



When adding an item to a consolidated group order the item description did not display.

SK-5066 – Purchase orders and negative quantity



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 purchase order import work folders are cleared / removed when either skdesktop or

shopkeep applications start up.

SK-5279 – Purchase order receive for SBT Supplier



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



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.


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


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


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


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”



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



When invoicing an order and an apostrophe is entered in the despatch reference an error

occurs.

SK-4963 – Sales Orders Payment / Deposit



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



This parameter was not being used on the internal quote.

SK-5265 – Sales Orders error when creating purchase orders



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



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


SK-4675 – Sales Order location change and fulfilment



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


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


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


After editing a style the diary button was disabled.


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



Various screens in the system across multiple modules may generate this error.

SK-5249 – SQL Message 102 Incorrect syntax near ‘)’



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


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


Id Int PK, Identity

Group Varchar 50

Key Varchar 50

Value Varchar MAX

1.6.2 CrossReference


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


1.7 Updated Tables

The following tables were updated:

1.7.1 Shopmast


UseAddress Bit Use Address - Default Value

= true

Del_Addr1 Varchar 40 Deliver To Address 1



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


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


LSold_Ref Varchar 30 Increased from 20

LPurch_Ref Varchar 30 Increased from 20


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.

Shopkeeper V8.0.15 Update Notes · Shopkeeper Update Version 8.0.15 8 1.3.2 System SK-5208 – Add...

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