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Prerequisites for Chain Web version 2.9.211

Highlights

Release version: 2.9.211

  • New functionality for digital giftcards

  • Important improvements for the Customer order module and stocktaking

Update customer order and sale with new customer details

(TFS: 165498)

After editing customer details, such as name, address, email, phone number, company name or invoice fee, the user now gets the following pop-up window when saving changes (see picture).

If "Update orders and invoice bases" is selected:

  • Customer orders with status "Draft" and "Active" will be updated. 

  • Sales in invoice base with status "Ready for invoicing" will be updated.

If "Save customer only" is selected:

  • Changes are only made to the customer card, and no changes are made to existing orders or sales.

Save EHF locally to file

(TFS: 165538)

It is possible to save the EHF invoice locally to a folder on the chains server, instead of to an FTP Server (FTP server is the default selection). Saving the invoice locally can be selected on customer level by the Chain Web user.

Digital gift cards

(TFS: 168293)

Two new methods added to the giftcard service:

  • /api/GiftCard/{giftCardNumber}/validate – (post request) this method verifies if Gift card with given number and pin code exist and if the given pin code is the proper one;

  • /api/GiftCard/{giftCardNumber} – (patch request) this method allows updating the owner of the gift card. By changing the mobile number registered on the giftcard the giftcard will then belong to the owner of the newly added phone number.

To digitalize existing gift cards call 'validate' method and then 'patch' method. More information about service methods (models, parameters etc.) could be found in the service swagger.

A new column "PinCode" has been added to the [Lindbak GiftCardService].[CloudScrip].[GiftCard] table in the database. The PIN code is stored in hashed form for security.

Changes in Lindbak Integration Platform Giftcards Integration package and Lindbak Retail database:

  • On premise integration package exports only active gift cards from now on.

  • PIN code is exported to cloud in hashed form.

The on-premise giftcard integretion package can be found at: \\nas_install\LRS\Lindbak Integrations\2.2\GiftCards Integration\

Update Lindbak Retail database to version 2.9.0.38 or run attached upgrade script LindbakRetail_PBI168293_Create_GetUpdatedGiftcardsPaged.sql

Improvements

Modules

Description

Accounts Receivable

Sales from POSLogs that failed towards Chain Web (TFS: 171100)

Credit sales from POSLogs that had been put on hold, failed towards Chain Web, so the credit sales were not found in Chain Web. This is corrected, and all the sales is handled so that they appear in Chain Web.

Customer

Display long customer names (TFS: 168325)

It is now possible to see long customer names in Customer view, Invoice base, Invoice and Remainders grid, when hovering over the customer name.

Customer order

Validation of reference number and text when sending several customer orders to credit (TFS: 168315)

From now on, reference number and reference text will be validated while sending several customer orders to credit. If reference number and/or reference text is missing, when it is required, orders will not be sent to credit. Reference number and text are required for EHF customers and customers with flag 'Reference number required'.

Remove fax number (TFS: 169270)

Fax number has been removed from Order confirmation, Delivery note documents and Invoices.

Default “deliver all items” when sending several orders to credit (TFS: 169278)

When sending several customer orders to credit at the same time, "deliver all items" is checked by default when “DefaultAutomaticDeliverRemainingItems” = True.

Wrong summation in Customer order (TFS: 170485)

If new items were added to a finished Customer order previously paid in POS, and then sent to credit, the previously paid amount was subtracted from the sale total. This is corrected.  

Dispatch rules

Remove rule “Minimum number of stores with the item in stock” (TFS: 168641)

The option to remove rule for “Minimum number of stores with the item in stock” has been added.

Home page

Sales data on Home page (TFS: 170171)

The logic for getting last year’s sales data is corrected. Now, all days use correct dates to compare against.

Invoices

Rounding on invoices (TFS: 165626)

Previously implemented parameter, "ElectronicInvoiceDueAmountRoundingRule", now affects all invoices, and not only EHF-invoices. 

Consolidated invoices (TFS: 170751)

The logic for how invoices were consolidated was changed in Chain Web 2.9.184. This caused too many invoices to be generated , and the logic is now changed back to how it was before. If the customer has EHF, the receipts are grouped based on reference number and text. For customer without EHF, all receipts are consolidated in one invoice – except receipts that belong to a project without fixed price.

Invoice export

Change “Fakturaeksport” to “Eksport av fakturajournal» (TFS: 170789)

«Fakturaeksport» has been changed on “Eksport av fakturajournal”, to better describe the functionality.

Stocktaking

New parameter to hide step about deactivating items (TFS: 169980)

The step regarding deactivation of items, when finishing stocktaking, can now be hidden to avoid confusion and potential mistakes.

Required configuration:

New configuration parameter was added: ShowDeactivateItemsStepInCompleteStocktakingWizard
If this parameter is set to ‘False’ then the step about deactivating items should be hidden in the Finish stocktaking wizard.

“Items with error” does not show the items (TFS: 170140)

When clicking on "Items with errors" link, the items were only displayed in the popup the first time the link was clicked. This is corrected and the items will always be displayed.