Accounts receivable

Manual adjustment of credit balance (RTC-8235)

User with permission is able to correct customer credit balance. There is also a possibility to check the balance history. Corrections of the balance will be saved in the balance history as a recharge or as a deduction of funds.

Balance

Receipt Journal requires store to be selected (RTP-12435)

Receipt Journal requires store to be selected

When a HQ user filter receipts in Receipt Journal and does not select a store filter - receipts for all stores will be shown by default.

Refund (RTP-12075)

When an active campaign price is lower than the originally paid price of an item it is refunded without errors.

Add permission for edit balance older than x hours (RTC-9862)

New system parameter "EditBalanceNotPermittedIfOlderThanHours" which defines time (in hours) after which the editing of balance will not be permitted if user is not HQ user or does not have proper permission.
New role "Edit balance older than x hours" which allows user to edit balances older than time defined in "EditBalanceNotPermittedIfOlderThanHours" parameter. The user without this role is not able to edit old balances (this applies to the shift balances too).

Customer Orders

Editing a row in Customer Order (RTC-10476)

Net cost field has been renamed to Weighted net cost. This field's working principle didn't change - Weighted net cost is equal to the result of multiplying the UnitNetCost by the QuantityOrdered. There is also a new field named Net cost and it's equal to net cost field in the database.

Deleting and Updating C&C orders (RTC-13761)

When a click & collect order is deleted in EG POS, the order will be marked as deleted and also the picking order details with lines will be deleted from Chain Web. The picking order will be correctly marked in Chain Web with the PickingOrderStatus = Delivered after the picking will be finished in EG POS.

General

Simple search (RTC-14386)

Improvements were made to the  "simple search" in the Items grid, in customer search of sales/ orders/ grids and and in the other Chain Web areas where the simple search is used.

Gift card

Migrate all data (RTC-8096)

New job AllGiftCardsExporter has been added to the GiftCards Integration package. It exports all giftcards (both active and inactive) with transactions to the blob GiftCardUpdated2 (contract in gifcardservice version 2). This job should be enabled only when giftcard service version 2 is used.
The job send message to the cloud service bus, where the GiftcardsImport job reads it and insert data (giftcards, transactions) to the Lindbak GiftcardService database.

Resend digital gift card (RTC-14111)

There is a DigitalGiftcardEnabled in System Parameters. It decides which button to show in Gift cards view. If this parameter is set to true, user has the possibility to resend gift card. If this parameter is set to false, user has possibility to remind PIN.
These options work for gift cards with or without email address/phone number assigned. If both a mobile number and an email address are assigned to the gift card, then information automatically will be sent only to the email.

Item

Search for items per store (RTC-13062)

User is able to see items for each store when using "Search for item" (simple search) in the Items' grid.

Order Dispatch

Reports

Bestseller report (RTC-13118)

We have changed name of "sum" column to clarify that amounts are in thousands

Changed report: Bestseller (0041_BestSellerPerStorePerArticle)

Sales statistics report (RTC-10886)

Some improvements have been made in report Sales statistics. In some cases, values for gross profit % excluding campaign would show n/a insetead of percentage value.

Changed report: 0714_SalesStatisticsWithDrill

Report 8002 - Credit Sales (RTC-12775)

Deleted receipts are no longer shown in report 8002.

Selection on price channel in reports (RTC-13892)

To improve reporting on sales from different channels, we have added Price channel as selection in following reports:
Top sales per item with compare date (0454_TopSalesPerItemWithItemInfo)
Sales by product area (0456_SalesByPRoductAreaOrGroupWithInteractiveSorting)

Cashier statistics report (RTC-13893)

To improve following up cashiers, we have created new report.
The report is identical to Cashier statistics (0018_CashierStatistics) with two new columns for manual discount. This shows data for all Line discounts given manually in POS.
Amount - Manual discount in amount for Line discount.
Percent - Manual discount in percentage for Line discount (discount / amount * 100)

Translation: "No reports available" (RTC-14193)

If there aren't any reports in the Reports view, following message is displayed: "Ingen rapporter tilgjengelig".

Shift Balance

Balance date is set to "End Shift" date (RTC-14353)

When balance is configured to use shift, the balance date in shift balances is equal to the date of End Shift.

Expected values on tenders while doing edit balance operation (RTC-14602)

The proper expected values for tenders are displayed while editing shift balance or new cashier balance registration.
One label "Counted" has been renamed to "To bank" in shift balance creation process in register bag step for a better user experience.

Stocktaking

Stocktaking improvements (RTC-8023, RTC-7724)

The following changes are implemented in the stocktaking module:

• The delete button is hidden in more button (...).
• The count list button is grey and the refresh button has been renamed to refresh stock level.
• For finished stocktakings (for all types), statistics have been changed. If it took 0s to finish the stocktaking, there is no information about the duration in the statistics on stocktaking dashboard.

There are some changes in stocktaking's area. In some grids there are new columns: Created by, Modified Date and Modified by. Those columns are hidden by default. Also, Date column is renamed to Created Date.
Grids affected by those changes: Count lists, Stocktakings, Count lists in given stocktaking and Archive.

System

Logging in Integration Platform (RTP-12974)

A logging issue with LIP in cloud where disconnected users was logged as exceptions is corrected.

User Management

Filter on modified date (RTC-9094)

User is able to filter modified date column in the User view.

User Management

Fix for permissions (RTC-15672)

When parameter UsersCanOnlyAssignRolesTheyAreAssignedTo is active and some user is editing the other one, the added/removed are changed only for that user (not for the user that are editing as well).

Shift balance

Expected values on tenders while doing edit balance operation (RTC-14602)

The proper expected values for tenders are displayed while editing shift balance or new cashier balance registration.
One label "Counted" has been renamed to "To bank" in shift balance creation process in register bag step for a better user experience.

Customer order

Disable the order locking functionality by default (RTC-11511)

The Customer Order locking feature is disabled by default, the user need to change the value of Chain Web system parameter "CustomerOrderLockingEnabled" to True, to enable it.

Parameter description: 

If set to True Customer Orders will be blocked from being handled in POS and Chain Web at the same time.

Preventing simultaneously changes to a customer order (RTC-908)

When a customer order is being changed from POS, it will be locked for simultaneously changes from both POS and Chain Web to prevent loss of data. Information is shown in the order details view when the order is locked. Any update/change of the order is not allowed when the order is locked. Users that want to edit the order must wait and try again later.

Additional technical information:

Order locking feature will work with versions EG POS 3.0.0.12401 or newer.
For more information about changes in POS, please read release notes related to "Don't allow editing the same order in POS and Chain Web".

Order Management

Rejected order lines (RTC-10838)

In order to display number of rejected order lines, Reporting imports this status from Retail database.

This is done by existing package FactOrderRetail.

This package require Retail database version 2.10.0.7 because of new procedures.

Note: There are some limitations to this functionality: To get rejected status we need to fetch changes in Retail db and changes in POSLog. In some cases this can result in incorrect status for Order lines.

• Case1: We update changes in Retail database in one Rt-job, but not changes from POSLog. Status for order line will be ONLY Rejected. Before we update POSLog we will not have assign status for new store.

• Case2: We update changes in POSLog in one Rt-job, but not changes from Retail db. In this case Rejected lines will have status "Reassigned" before we update correct status from Retail db.

• Case3: We create order, reject it in Chain Web. If we update changes from Retail db before all POSLogs, we will only have reassigned status in Reporting.

System

Upload RIGAL files to Cloud (RTC-849)

DirectoryListnerJob job in FileListener Integration package can upload any files to FileService based on a list of predefined content type or a list of Regex'es. 

The job can be configured to upload Chain/POS files (butikk, vpi, pris and so on), RIGAL files (V, K, M, Varetran and so on) or custom files types based on Regex. 

Detailed documentation on how the job works and how to set it up can be found in the documentation tab in Integration Platform Management App.

Import of customers with SSN (RTC-11762)

When creating or updating customer by using import of customers in ARTS XML format, Social Security Number is updated properly on customer in Lindbak Retail database.

POS Configuration

Configuration group - can't find store (RTP-3652)

Stores are properly returned and can be added in the store group configuration section

Balance

Registered balances can be edited (RTP-4041)

It is possible to edit balances after registration when system parameter "NewBalanceRegistrationEnabled" is True.

Stocktaking

Don't allow creating new stocktaking if last stocktaking is not updated in Chain Classic (TFS: 189347)

Now the user will not be able to create a new stocktaking in Chain Web (also with the refreshed stock level for the assigned count lists) inside the same store, until the last POSLog related to previous stocktaking (previous stock results) will be processed/ updated in Chain Classic.

Related Chain Classic PBI with the requirements: Product Backlog Item 190077: 2.1.1: Sport1: Stocktaking: New proxy for checking that last stocktaking is finished

Customer order

Search for active orders shows both active and cancelled orders (TFS: 186790)

The flag IsCancelled has been added to the response of the GetCustomerOrders3 method in CustomerOrder service. It shows if an order is cancelled or not.

Requirements:

POS Services 7.76.03703