Contents Retail STAR/Retail ICE Version 7.5 Release Notes 12/13/2005 Introduction... 1 Before Installation... 1 i.star ecommerce Sites... 3 Security... 3 Please Note... 3 New Features... 4 Enhancements... 5 Issues Corrected... 16 Known Issues... 21 All references to multiple stores and communications apply only to Retail STAR. Introduction Retail STAR/Retail ICE Version 7.5 is a release of the latest update to the Retail STAR and Retail ICE products. Before Installation Please familiarize yourself with the contents of these Release Notes for details regarding this release. This upgrade will attempt to perform a backup/restore to the database. Support recommends that all users log out of Retail STAR/ICE and that the SQL engine is stopped from running. If you are using Retail ICE, close the SQL engine by right-clicking on the SQLBase Server engine that is minimized on your task bar and selecting Close. If you are using Retail STAR, continue with the following instructions. SQLBase must be enabled to interact with the desktop. To do this: For Windows 2000 or Windows XP - Click on the Start button, select Settings, then click on Control Panel. Double-click on Administrative Tools and then double-click on Services. Right-click on Centura SQLBase in the list, and select Properties from the pop-up menu. Click on the Log On tab and make sure there is a check mark in the Allow service to interact with desktop option box. For Windows NT - Click on the Start button, select Settings and then click on Control Panel. Double-click on Services and then select Centura SQLBase in the list. Click on the Startup button and make sure there is a check mark in the Allow Service to Interact with Desktop option box in the Service window that displays. Create a manual tape backup of the data. This is usually a process that should occur on a nightly basis; however, open files like the database (pos.dbs file) are not backed up if the engine is running. This will ensure that a restore can be conducted if something fails during the upgrade. NOTE: Failure to have a current backup on an unsuccessful upgrade may cause a loss of all your data! - 1 -
Accounting Users - Prior to upgrading: Make sure that all the payment records have been posted to the bank in the Make A/R Deposit option (from POS Closing Register ). The function has changed in 6.X to sum the records from the Payment table so that the Deposit information will include money collected through Accounting. In version 5.X, if the POS register was not open and money was collected in Accounting, the funds were not reported in the Make A/R Deposit option. Run Daily Process to ensure that in-house payments/charges, receivers, and i.star orders (if applicable) records are processed prior to upgrading. Close all POS registers and then run Make A/R Deposit. Run Post to GL to ensure that all records are posted to the General Ledger. Please note that for every transaction created or changed from Accounting that will be posted to GL, we provide a warning message for users if the entry date falls into the closed year before they save the entry. Run One Time Update with the Flag POS Transactions option box selected to update the inventory transactions (adjustments, transfers, and physical inventory records). Prior to converting from versions prior to Version 6.6, make a note as to what General Ledger account number Credit Memos are being booked to. To verify this, go into Retail STAR Accounting>Utilities>GL Account Setup>Accounts Receivable tab>payment>store Credit. After the upgrade has taken place, do the following: 1. Define a new general ledger account number for Customer Liabilities. 2. Define a new general ledger account number for Escheatment Liabilities. 3. Set up the Customer Liability and Escheatment Liability default account numbers on the new customer Liability tab in G/L Account Setup. 4. Create a journal entry to move credit memos to the new Customer Liability account from the old (prior to 6.6) Credit Memo account. To find the total dollar amount, run the Retail STAR report Credit Memo/Gift Certificate. Report on Credit Memos only and then on the Include tab select All that have not been redeemed (Expirations optional). Your journal should be made for the total amount at the end of the report. 5. Create a journal entry to move gift certificates to the new Customer Liability account and reduce sales. To find the total dollar amount, run the Retail STAR report Credit Memo/Gift Certificate. Report on Gift Certificates only and then on the Include tab select All that have not been redeemed (Expirations optional). Your journal should be made for the total amount at the end of the report. Conversion to Customer Liabilities 1. Gift Certificates All gift certificates that were SOLD prior to version 6.6 and have NOT been redeemed need to be adjusted in the general ledger. Prior to 6.6, they were treated as a sale and then as a return when redeemed. The following journal needs to be made to move them to the correct account. Sales DR Customer Liability CR This will put them in the proper account and nothing further needs to be done. When the gift certificate is redeemed in version 6.6, the Customer Liability account will be reduced. 2. Credit Memos All credit memos that were ISSUED prior to version 6.6 and have NOT been used need to be adjusted in the general ledger. Prior to 6.6, they were booked to a user-defined account. In Retail - 2 -
STAR/ICE 6.6 and higher, they will not automatically be booked to Customer Liabilities. The following journal needs to be made to move them to the correct account. User-defined Credit Memo Account DR Customer Liability CR This will put them in the proper account and nothing further needs to be done. When the credit memo is used in version 6.6 and higher, the Customer Liability account will be reduced. 3. Layaways Prior to version 6.6, when a layaway deposit was taken at POS, the accounts receivable account was credited. When the layaway was final, accounts receivable was debited. Layaways prior to 6.6 will continue to work this way. New layaways set up in version 6.6 and 7.0 will change to book the deposits as Customer Liabilities, but those set up in 6.5 and prior will continue to work the same way they did. No accounting entries are needed after upgrading to version 6.6 and higher. Retail STAR/ICE Versions 6.6 and higher include SQLBase 7.6.1, which allows Office and POS to run faster and with fewer problems. During an update to STAR/ICE 6.6 and higher, a box will display before the program files are copied. This box explains that the database must be unloaded using the existing database engine and then reloaded using the 7.6.1 database engine in order to complete the update. After the files are copied, another box will display stating that the SQLBase engine is being updated to version 7.6.1, which could take several hours depending of the size of the database and the speed of the computer. i.star ecommerce Sites If you are an i.star customer, your i.star server (hosted at the CAM facility) must be upgraded concurrent with upgrading your store systems. Please contact the Retail STAR Support Department to coordinate this effort. Security New features are automatically available only when system is entered as the User Name and Password at login. All other users must have the rights granted to them in Maintenance> Employee/Security before the options will display in the Retail STAR/ICE menu. Please Note Retail STAR/ICE Version 7.5 requires a minimum of Version 6.0.41 to upgrade. It will not install on Version 5.1.41 or earlier. During an upgrade to Version 7.5, a window will display listing the new options available that will require password access and you will be able to decide which employees you want to grant access to the options. CODESOFT Lite does not work with Windows XP or Windows 2000. We recommend that you upgrade to CODESOFT 6 Premier if you are running on either of these operating systems and plan to use CODESOFT. - 3 -
You must upgrade to Microsoft Office 2000 in order to use the Mail Merge feature in Frequent Buyer Redemption. Upgrading to Retail STAR/ICE versions 6.6 and higher will change the way Gift Certificates are accounted for. In previous versions, a gift certificate was entered as a sale, and redeeming it was considered a negative balance. The gift certificate is now considered an escheatment item and is its own separate entity. Report STAR report #19, Sales Profit Analysis, will no longer provide gift certificate information due to this change. However, you can run the Register Summary, Credit Memo/Gift Certificate, and Sales Audit reports to get your gift certificate information. Also, the Register Balance report has a new field named Liabilities Issued. This field accounts for gift certificate units sold as well as the amounts sold for. Along with this is a column for Remaining Deposits for Store, which includes totals of all active receipts (layaways, special orders, gift certificates, etc.) attached to your customers. It is recommended that you run a database check once a week to make sure the database is running as efficiently as possible. This is accomplished by using the CheckDB utility located in the Retail STAR or Retail ICE folder. Contact Support for assistance before using this utility. New Features 1) Revolving Charge The Revolving Charge option lets you give your customers a credit line that can be paid in full or in monthly installments with an added finance charge. Revolving Charge calculates once per billing cycle. The finance charge is calculated by the Average Daily Balance method. A customer must have an in-house charge account set up to use this option. 2) Case Quantities The Case Templates option is used to set up case codes for use in Purchasing. Cases of a product are based on quantities. In contrast, prepacks of a product are based on sizes. Examples of quantities include 6 pack, 12 pack, etc. within a case named Soda. After creating a case template, it can be attached to one or more styles in the Product Maintenance option. 3) Price Rounding Maintenance This option lets you set up methods of price rounding. For example, you can have your regular prices end in.99, and your sale prices end in.97. You can have multiple price rounding methods set up, but only the one currently designated as active will apply. Prices can be rounded either up or down. 4) Management Overview Report This report shows an overview of sales and orders for the specified department/class/subclass, the top 10 items with the highest margin based on WTD sales, and sales for the department/ class/subclass for various time periods. Gupta 8.5 is required to use this report. - 4 -
5) Stock Distribution Report This report shows the quantity on hand for specified products and stores, and can be produced in list or matrix format. The UPC can be displayed if desired. 6) Alerts This new utility is designed to notify you if there is a failure in the backup or performance utilities. You can specify if you want alerts to display at login or to have them delivered by email by selecting the appropriate settings in Program Setup. 7) Touch Screen POS If you have a touch screen monitor, you can use it to sell products at POS. If you do not have a touch screen monitor and would like to use this feature, contact your CAM sales representative. 8) Inventory Activity Matrix This new report shows detailed inventory information including on hand levels, model inventory, transfers, adjustments, etc. for selected stores and products. You can specify an overall date range or choose different date ranges for certain individual data sets. If you include multiple stores in the report, you will have a choice of four report formats. Gupta 8.5 is required to use this report. 9) Job Calendar The Job Calendar helps you keep track of jobs by day, week, or month for a customer or by employee. Enhancements 1) Accounting a) Bank Reconciliation i) Voided checks can now be reconciled. (6246, 6676, 7008) ii) Incomplete data can be saved when a discrepancy is found during the bank reconciliation. (5677, 6482) b) Credit Memo i) Added option to display shipping tracking number in default email message. ii) You can select credit account from customer record when tendering. (7577, 9010) iii) You can add a line note to display under the description on the credit memo. c) General Ledger i) Report can be produced for a specific store and/or department. (6839) d) Invoice i) Integrated job tracking into Invoice. (8192-3201) ii) You can sell a kit through Invoice. (8192-3200) - 5 -
iii) Tendered invoice register ID gets credit for the sale. iv) Short customer ID prints on all forms and reports. v) Added option to display shipping tracking number in default email message. vi) You can select credit account from customer record when tendering. (7577, 9010) vii) Notes from sales order print on invoice. (8723) viii) You can add a line note to display under the description on the invoice. ix) Company name prints on invoice. (8457) x) You can find an invoice by selecting Contact as the sort key and entering the customer name in the Search edit box. (8711) xi) You can create an invoice for an i.star store from the main location. (4200, 4948) e) Match AP Invoice i) Packing slip charges from PO display in Freight column for matching AP to invoice. (981, 6512) f) Post to GL i) A warning message will display for a transaction with a date that falls in the prior year. (7302, 8192-3671) ii) New transactions and journals reports are now available prior to posting to the GL. (4190, 4595, 6840) g) Quote i) Added option to display shipping tracking number in default email message. ii) You can add a line note to display under the description on a quotation. h) Reports i) Order Records By field added to Open Order by Items, Open Order Fill, and Open Order by Customer reports. (8397) ii) Register Summary report includes over/short, special orders, and layaways. (5089, 6612) iii) Vendors Aging Detail report includes PO number and invoice number. (6234) iv) Accounts Payable Detail report includes PO number. (6234) v) Fax number prints on Company Purchaser Statement. (9503) vi) Pick ticket for sales order shows on hand. (9900) vii) Access to report categories can be granted or revoked per employee. (5717, 7135, 10001) viii) On Hand column has been added to the Open Order By Items report. (5474) i) Revolving Charge i) Revolving charge statements now display Previous Amount Due, Current Amount Due, and Total Amount Due. (9447) j) Sales Order i) Integrated job tracking into Sales Order. (8192-3201) ii) Added ability to search for sales order by product style. iii) You can tender a sales order after it is saved with no prepayment made yet. iv) A prompt will display if you save a sales order with a total amount of zero. v) You can sell a kit through Sales Order. (8192-3200)Added option to display shipping tracking number in default email message. vi) You can select credit account from customer record when tendering. (7577, 9010) - 6 -
vii) viii) ix) When emailing sales order, default subject line now contains sales order number, company name, and tracking number. (6524) You can add a line note to display under the description on a sales order. Additional i.star Item Information window shows items to be gift wrapped when i.star orders are created with Gift Wrap option selected. (10248) x) You can create a sales order for an i.star store from the main location. (4200) 2) EDI a) EDI Vendor Maintenance i) Acknowledgement Requested option box added. 3) Inventory a) Adjust Levels i) Search button brings up Product Search window from Product Inquiry. (8192-3216) b) Alias Table i) You can copy product notes from one store to another. (8192-2002) c) Physical Inventory i) Search button brings up Product Search window from Product Inquiry. (8192-3216) ii) Option to clear error log after posting completes has been added. d) Price Changes i) Level # edit box lets you specify price level. ii) Mass price changes are available. (8718) iii) Price rounding is available in Price Changes. iv) Price Changes now works more efficiently with communications. Only the rules get communicated; actual changes occur at the remote. v) New price can be calculated based on original retail or retail. vi) Pricing is manipulated at the style/department/vendor level instead of vii) populating the grid with UPCs. If you create a price change for the same UPCs as an existing started price change, a warning will display when you activate the new price change and you will have to change the start and end dates or remove the overlapping UPCs before it can be activated. (8444) viii) A price change can be deleted, unless it has been posted. (7085) ix) Remote stores can change price change status. e) Price Levels i) Price rounding is available in Price Levels. ii) Added ability to maintain the GP% against the retail price if the cost changes. (8192-3214) f) Product Change By Range i) Price Rounding Maintenance is available from within this option. ii) If odd size values exist for the asterisk fields displayed in the Product Changes grid, they will display highlighted in yellow. - 7 -
iii) Changes can be applied to all or specified stores if a multi-store field is changed by a user at the main store location. (8252) g) Product Inquiry i) Product search allows partial style lookup throughout all modules where it is available. (8040) h) Product Maintenance i) You can view extended descriptions from within this option. ii) You can delete individual UPCs that are not being used. (3907, 6312, 8124, 8276, 8192-1745, 8192-1746) iii) Price rounding is available in Product Maintenance. Retail is rounded up to the second place after the decimal. (4270, 8192-3195) iv) Price levels are available in Product Maintenance. v) Product audit information available showing dates product was created and last modified, as well as the last user to modify the record. vi) Cost is calculated from the margin/list price. vii) You can quickly enter beginning quantity on hand after creating and saving a new item. viii) Warning displays before saving if duplicate style and vendor are entered. (8192-4447) ix) Vendor Name added to Search Results grid in Product Search. (9061) i) Product Notes i) Copy button lets you copy a product note to all stores. (7374, 8192-2002) j) Store Stock Management i) Price rounding is available in Store Stock Management. ii) A red D will display in the grid to indicate that a UPC has not been created or it was deleted through Product Maintenance. k) Transfers i) You are now able to delete transfers that are not communicated. Only transfers with status "Not Approved" can be deleted after they are communicated. (2407, 2435, 4836, 8192-3465, 8192-3949) ii) You are now able to edit a transfer. (8192-3949, 8192-4453) iii) Automatic distribution in Transfer Worksheet now allows model inventory distribution. You can select individual stores and fill in based on min/max, model levels. (5138, 8913) iv) Received transfers can be opened and printed. You can print the standard transfer report or a pick list report. (8192-4472) v) Transfer worksheets can be saved and completed later. (8500) vi) A transfer worksheet can be populated for specific styles by vendor, department, etc. (3854) vii) You can access Product Inquiry from within this option, allowing you to see the quantity on hand. (4567) viii) Alias UPC prints on Transfer to Store and Transfer Worksheet pick list report. (8192-4529) ix) Tags can be printed for store transfers. (5127, 8503) - 8 -
4) I.STAR a) i.star Setup i) Web Setup tab has been removed. b) Shipping Methods i) Shipping dollars does not allow overlap of amounts on shipping charges. (8192-3424) 5) Job Tracking a) Job Tracker i) Added access to Product Inquiry option through Prod Inquiry button. 6) Maintenance a) Customer i) Modify Current Note button added to Notes screen; stamps note with employee name and date/time. ii) User Defined Field Search button lets you filter for specific customers based on criteria set up in Define Cust. Fields option. (6658) iii) First name no longer required when setting up a customer record. (7718) iv) Customer information includes name of employee who created record as well as that of employee to last modify the record, and date and time it was modified. v) You can search for a customer record by the date and time it was created or modified. vi) You can search for a customer record by the employee who created or last modified it. vii) You can assign a frequent buyer code to a group of customers from the Customer Search window. (4982) viii) Customer search grid in alphabetical order. ix) Customer Search window changed to show company in incremental search after filtering; DOB removed. x) A Duplicate Customers window will display if you attempt to add customer information that matches an existing customer or customers in your system. xi) You can assign a sales person to a specific customer. xii) Phone numbers for countries other than USA and Canada now display properly. (8192-944) xiii) Customer Purchase History report now includes style and vendor. (6011) xiv) You can calculate a customer s past due amount for an in-house account on the Credit screen of the customer record. (9056) b) Define Customer Fields i) You can search for an existing field code from the Field Code Lookup window. c) Employee/Security i) Active option box lets you make an employee active or inactive. (5045, 8192-1038, 8192-3358) ii) Time clock features have been removed from this option and added as the new Timeclock option in Maintenance. (2559, 2987, 4205, 8437) iii) You can send an email directly to an employee from this option. - 9 -
iv) You can display and print a report of an employee s record, including security settings. v) Security groups let you set similar security information quickly for multiple users. For example, if you have 15 clerks for whom you need to have the same security settings, you can create and apply a security group for those settings. vi) Employee record can be set to allow employee to see receiving cost in PO Receiving and Receiving Query options; to delete product records; and to correct receivers. vii) Web Resources added to security profile under Office Components. d) Frequent Buyer i) Enhanced reporting capability on frequent buyer information. (5952, 6802, 7144) ii) You can give customers frequent buyer points for old transactions. (8410) iii) Points are calculated to a fractional value based on the sales amount. Also, total departmental points can be carried over. (5005, 8192-3735) e) Size Matrix i) You can specify the items within a size run for which you want to create UPCs from within this option. (7545) f) Tender Maintenance i) Ask for Qty option box prompts for quantity of tender at POS if selected. (8192-4253) g) Timeclock i) Time clock feature from Employee/Security option has been moved to become a separate option in Maintenance (2987). 7) POS a) Receipts i) Added access to Credit Card Query to aid in locating receipts. ii) You can change or attach a customer to a receipt after it has been closed. (5166, 6833) iii) Notes entered in POS can print on receipt. (2971, 5208, 8313, 8192-2697) iv) Total earned frequent buyer points print on receipt. (8015, 8192-3357) v) Total quantity and total number of items prints on Windows, 40 column, and OPOS receipts (not open receipts). (8192-2807, 8192-3147) vi) You can search on a partial customer name when reopening a receipt. vii) Subtotal, Tax, and Total on POS screen are easier to read. viii) Prompt displays during receipt lookup if not enough limiting criteria has been ix) specified. Price button has been changed to % Disc button on the main POS window for discounting the price by a percentage. x) You can reprint a receipt with the signature capture by selecting Load Receipt by CC from the <F4> Receipt menu on the POS screen. (8192-2688) xi) You can attach a reason to a no sale, paid in, or paid out. (4111) xii) Simplified product search, partial search in style. (8192-4061) xiii) xiv) You can attach multiple jobs to a single receipt. In Receipt Lookup, store number defaults to actual store number of each location as it does in Product Lookup. (6594) - 10 -
xv) Prompt to close special order displays when receipt is tendered in full. (5193) xvi) Customer phone number, customer email address, and notes entered in POS print on Windows printer POS invoice. xvii) Gift card balance prints on 40 column receipts. b) Register i) You can save and then edit the register balance. ii) Expanded policy statement allows 12 lines. (4931, 7987) iii) Register balance has fields for credit card totals. (3011) c) Reporting i) Print button lets you print currently displayed graph in Sales History Viewer. (785) d) Returns i) You can print tags for items returned at POS. (8192-4983) e) Tender i) When tendering with a credit memo or gift certificate, you can look up a voucher by entering a partial or complete credit memo or gift certificate number. (3281) ii) You can pre-authorize a credit card to make sure it is valid, and add items to the receipt before finalizing it. (3060) iii) When tendering with a credit memo and not using its entire value, or when creating a credit memo, the customer name is now populated with the customer chosen for the sales receipt. (8192-3792) iv) You can search for credit memos or gift certificates for a specific customer through the Voucher Report screen. (8580, 9231) 8) Purchasing a) PO Maintenance i) Header information prints on all pages of multi-page purchase orders for faxing purposes. (4826) ii) Tag printing gives you the choice of printing tags with the current price or the iii) retail (non-sale) price. (3496, 7846, 7909) You can add a new product or modify an existing product from within PO Maintenance. (3298, 4596, 7149, 7439, 8192-1748, 8192-1756) iv) You can add a line note after any style on the PO. (7183) v) Line number and Model ID columns added to Purchase Order Lines grid and reports. (8192-377, 8192-2696) vi) Permanently remove deletable UPCs that were not ordered option box added. vii) PO reports can be sorted by department or line number. (5964, 7963) viii) Complete purchase order notes print out on purchase order reports. (7365) ix) You can maximize the Purchase Order Sizes grid. x) Entire description of terms prints on PO report, not just the code for it. xi) Entire description of shipping method prints on PO report, not just the code for it. xii) You are now able to email a PO in size matrix format and include ship via information. (8192-3213) xiii) You can search for a PO by style or ship to store. (7163) - 11 -
xiv) Warning displays if duplicate style is entered on PO. (8753, 8192-3496, 8192-4369) xv) You can search for a PO by PO notes. (6763) xvi) Prompt to save displays when exiting PO Maintenance screen. (7164) xvii) Store numbers display in numerical order under Bill To. (8192-4388) xviii) When entering size matrix in a PO for a style with multiple sizes, total quantity ordered is displayed. (9815) xix) Cost (optional) and price display in Product Search window. (5802, 7171, 8192-4899) b) PO Receiving i) Purchase Order Line Notes report can be printed from Receiving Report window. ii) Receiving report can be run for specific receiver or all receivers. (5620, 8420) iii) PO reports can be sorted by department or line number. (7971) iv) Purchase Order Lines, Notes and Statistics grid can be sorted by most columns by clicking on the column heading. (8192-1758, 8192-3588) v) Model ID displays on Receiving screen and on PO. (8192-1945) vi) Number of backordered items displays on Receiving screen. (7392) vii) Cost and price can be changed while receiving on PO. (6626, 8192-3193) viii) Purchase order notes can be modified from this option. (8192-3969) ix) Purchase order lines are numbered on screen and on reports. (8192-2696) x) Entire description of terms prints on receiving document, not just the code for it. xi) Entire description of shipping method prints on receiving document, not just the code for it. xii) You can correct receiving mistakes and adjust on-hand levels and the general ledger. You must have security rights to do this. (6300, 6775, 8655) xiii) You can jump to Product Maintenance to create or modify a product from within this option. (8192-1756) xiv) You can add an unordered product to the receiver. (6683) xv) Enhanced Purchase Order Search window allows you to search for a PO based on its status, reference ID, PO notes, style, ship to, etc. (6700, 6803, 7389) xvi) You can view the retail price from PO Receiving. (8422) xvii) You can attach multiple packing slips with different shipping charges to one PO for the same day. (6755, 8192-1638, 8192-1639) xviii) Partial receiving is now accomplished through the Receive Individual UPC's window. When you save the PO, a window will display to let you receive all, remaining balance, selected, unselected, or all unreceived lines. (6627) xix) Retail price gets updated when product is received. (7197) xx) You can reopen a closed PO. (7391) xxi) UPC column added to receiving lines grid. (4181) xxii) Vendor name lookup window now displays when searching for a PO instead of check box list. (9747) xxiii) You can display only backorders in the Purchase Order Receiving and Receive Individual UPCs windows. c) Tag Printing i) You can search via the product search screen when filtering for tags. ii) You can now print tags by description. (7635) iii) Bin locations now available when printing tags through Codesoft. (7737) iv) You can filter tags by class. (3073, 8609) - 12 -
v) You can print tags for the retail price or for the current price. (7846) vi) Mass price change lets you print tags for multiple styles at one time. (8719) vii) Print Price for Store combo box added for PO Maintenance. viii) Color and size can be specified when printing tags for styles. (2629, 10155) ix) Alias UPC s can be printed on tags. (3000) x) You can now group by PO number and sort by style when printing tags. (1840) xi) Model ID included in extra tag templates. (2782) xii) You can filter for a single style and color. (6389) xiii) You can print tags for a specific receiver if there are multiple receivers on a PO on the same day. (9180, 8192-4895) xiv) You can print tags for transfers and for items returned at POS. (8192-4983) 9) Remote Operations a) Communication Setup i) Workstation tab lets you specify the communication workstation name. (8192-4181) b) Resend Data i) You can enter a short store ID number instead of entering the 16-character ID number. (8192-3968) c) StarComm Scheduler i) Defaults to run a backup of the database every day at 9 PM. (4642) 10) Reports a) Credit Card Query i) Report can be printed to file (text, Excel, etc.). (3218, 7311) ii) Record count displays at bottom of Credit Card Query screen. (3217) b) Credit Memo/Gift Certificate i) You can produce a report for one specific customer. c) Inventory Activity Matrix i) This report shows detailed inventory information including on hand levels, model inventory, transfers, adjustments, etc. for selected stores and products. (5013, 8700) d) Register Summary i) Tenders are incorporated into this report, eliminating need for Show Tender Summary Only option box. ii) Register balance is broken out by employee. (5089, 6612) iii) Register balance shows amount over or short instead of difference. (6612, 7639) iv) Report enhanced to show previous deposits taken on layaways so it matches register drawer balance reports. (8153) - 13 -
v) Report can be exported to an Excel spreadsheet, PDF, etc. (8192-4389) vi) Layaways, special orders, shipped, and net are displayed separately. (4423, 7194, 7441, 7952) vii) Report shows what has shipped by date range. (4424) viii) Shows original sales code on open receipts that have been closed. (4420) e) Report STAR i) Filter screen now allows you to define up to five (5) levels of filtering. (3576, 3959, 3873, 6316) ii) You can sort or filter on a level of detail you do not want to display. (8192-1952) iii) Report STAR now displays alias field labels for columns and levels of detail. (8192-2720) iv) In added as a report filter criteria field. v) Added Description - Extended Y/N to inventory columns to allow you to print a report on what is a web item that still needs extended descriptions. (7335, 8192-3319) vi) Added $CMTDR Committed Quantity at Retail and $COMTDC Committed Quantity at Cost to inventory columns. vii) More accurate average costing. (4996) viii) You can audit $EIC in the same way as you can EI. (6298) ix) Line column adds a line to the report for manual notes. (2477) x) Enhanced DSOH to reflect true values. (7218) xi) Store numbers now display in numerical order. (8924) f) Stock Distribution Report i) Enhanced to include more specific detail. (7196) g) Transaction History Report i) PO Receiving Transaction Report shows PO Number, number of items received and shipping charges (Freight, Duty, and Other). (6721) 11) Tag Printing a) Internal i) Vendor can print on tag. (6522) ii) Original retail can print on tag. (7697) iii) You can print the size without the color on a tag. (5091) iv) You can print tags for a specific list of products. (3134) v) You can print UPC numbers on tags. (6390) vi) You can print tags without showing a retail price. (9713) vii) You can print tags for specific UPC s. (9089) viii) You can print tags for store transfers and for items returned at POS. (5127, 8503, 8192-4983) b) Price Changes i) Level # edit box lets you specify price level. c) Purchase Orders and Receiving i) Print Price for Store combo box lets you specify store. - 14 -
12) Utilities ii) When printing tags for a product that is on sale, you can print them with the sale price or the original retail price. (7846) iii) Tags can be printed in same order as receiving worksheet. (5412) iv) Tags can be printed by style, and then by vendor, and then by UPC, etc. (7393) v) PO number can print on tags. (4804) a) Change Code Utility i) No longer case sensitive. b) Database Copy Utility i) Now allows you to copy database greater than 2 GB in size. (6922) c) Delete Utility i) This option has been removed. d) Information Station i) This utility now shows the number of job alerts, expiring PO s, shipping PO s, warehouse PO s, transfer approvals, and transfer receivers. e) Product Delete Utility i) Product portion of Delete Utility is now the separate Product Delete Utility option. ii) Styles Selected box shows number of styles selected for deletion. (8192-4211) f) Program Setup i) This option now lets you define several additional options including frequent buyer, purchasing, receiving, receiving worksheets, POS, price levels, login, sales order/invoicing, and product maintenance. (6613) ii) Customer setup options allow you to set default for new customers to male gender. (4838) iii) POS setup options allow you to set default expiration days for layaways, holds, iv) and gift certificates. (1759, 5257, 6254, 6986) You can set a number of minutes after which to log out the current POS user. (8192-4374) v) Transfer Pick List sort option combo box lets you specify how the pick list will be sorted in Transfer to Store and Transfer Worksheet. (8192-4528) g) Transaction Delete i) Transaction portion of Delete Utility is now the separate Transaction Delete option. - 15 -
Issues Corrected 1) Accounting a) AP Invoice Adjustment i) Fixed issue where search returned a different invoice than what was chosen. (9468) b) AP Select i) Fixed issue where check stub information was printing incorrectly when printing one check stub. (8289) c) Bank Reconciliation i) Fixed issue where scroll bar was missing from screen. (8201) d) Bill i) Fixed issue where you could not scroll beyond 10 offsets. (8414) e) Credit Memo i) Fixed i.star Order button so credit goes to correct folder. (10178) f) Daily Process i) Fixed issue where same credit card got pre-authorized for all service orders. (7265) g) General Ledger i) Fixed issue where sales tax for returns was posting when just an exchange. (8264) ii) Fixed issue where sales tax for returns was not getting posted for each day. (8265) iii) Fixed issue where handling charge was not posted to GL if it was only thing on invoice. (7710) h) Invoice i) Fixed issue where wrong item picture displayed when there are two items with same style number. (7703) ii) Increased speed during invoice process. (8183) i) Journal Entry i) Fixed issue where description entered was wiped out when saved. (6935) j) Post to GL i) Fixed issue where last received cost was being used in Adjust Levels, causing discrepancy. (8401) k) Reports i) Fixed issue where Income Statement YTD report was calculating summary accounts incorrectly. (8567) ii) Fixed issue where customer aging report flagged all tables for communications. (9259) - 16 -
l) Sales Order i) Deleted sales order no longer shows on sales order detail reports. (8648) ii) Increased speed during sales order process. (8183) 2) Inventory a) Adjust Levels i) Fixed issue where posting one level deleted remaining levels. (8296) ii) Fixed issue where primary key error was received when doing adjustments. (7916) b) Physical Inventory i) Fixed issue where importing physical inventory using RGIS took long time. (8374) ii) Fixed issue where additional physical inventory worksheets after first worksheet took long time to populate. (7920) iii) Fixed issue where physical inventory was not appending items that were already populated. (8474) iv) Fixed issue where scanning in zones using a PDT P460 required download for each zone. (7301) v) Fixed problem with populating worksheet by location. (8752) vi) Fixed performance problem when using product criteria for PI standard report. (7299) c) Price Changes i) Fixed issue where price changes were activated but did not start. (8292) d) Product Maintenance i) Fixed issue where color already used was missing from drop-down list when a second style was inserted. (7362) ii) Fixed issue where error was received when entering a price over $1,000.00. (8293) e) Reorder Point Calculation i) Fixed issue where error was received when sorting by location. (8838) f) Store Stock Management i) Fixed issue where changes to minimum quantity automatically updated maximum quantity. (7086) 3) I.STAR a) States Maintenance i) Fixed issue where you could not add same zip code to multiple counties. (8529) 4) Maintenance a) Customer i) Fixed issue where customer record with AR history attached could be deleted. (8814) - 17 -
b) Employee/Security i) Fixed issue where deleting an employee s telephone number caused error. (7573) 5) POS a) Discounts i) Fixed issue where item could be discounted even though it was not a discountable item. (8715) b) Layaways i) Fixed issue where GST/PST taxes did not update after discounting a layaway or hold. (8943) c) Packages i) Fixed issue where adding a line item skewed receipt amounts. (8123) d) POS Errors i) Fixed issue where selling multiple gift cards on separate lines generated error. (8182) ii) Fixed issue where red box error displayed after H41 All Routes Bad message. (8148) e) Receipts i) Fixed issue where voids had to be created in both POS and X-Charge; now they are handled similar to returns. (3264) ii) Fixed issue where frequent buyer reward points were given on a receipt when the customer was redeeming a reward voucher. (8192-2961) iii) Fixed issue where closed special orders were getting reopened at a later time. (8811) iv) Fixed issue where header on receipt did not print entire address. (2333) f) Register Setup i) Fixed issue where reprints would not print to default printer. (7118) ii) Fixed issue where cash drawer didn t pop with first sale of the day. (8875) g) Returns i) Fixed issue with reporting and on hand levels when a store returned a receipt entered at another store. (8211) ii) Fixed issue where loading original receipt and returning items caused tax reporting problem in the Register Summary Report. (8522) h) Tender i) Fixed issue where more than one ATM card could not be used in a single transaction. (8075) ii) ATM button available in tender window when processing a return. (6183) 6) Purchasing a) Model Stock Reorder i) Fixed issue where min/max were zeroed out when deleting in the search results line. (7857) - 18 -
ii) Fixed issue where sorting by vendor returned SQL error. (8818) b) Order Summaries i) Fixed issue where information was missing when producing report for a single store. (7847, 7890) c) Outstanding PO s i) Fixed issue where report was not displaying correctly. (8282) d) PO Maintenance i) Fixed issue where PO s were saved with incorrect vendor due to problem with case sensitivity in vendor code. (6826) ii) Report shows same data as is in the PO lines. (7841) iii) Fixed issue where Purchase Order Sizes screen did not allow scrolling when PO only partially received. (8504) iv) Fixed issue where total quantity for a specific PO was different from PO report and database. (8132) v) Changed PO Due Date to PO Ship Date on PO Maintenance reports. (7405) vi) Fixed issue where pressing Enter button when adding a new style in a PO moved cursor to Model ID field instead of Description field. (2840, 3322) e) PO Receiving i) Fixed issue where part of description was cut off in reports. (6203) ii) Fixed issue where receiving worksheet matrix was dropping some lines, doubling others. (7908, 9929) iii) Fixed slow performance downloading from PDT. (7983) iv) Fixed issue where error was received when attempting to print receiving worksheets. (8464) v) Fixed sort order of receiving worksheet. (7105) vi) Fixed issue where receiving worksheet added received quantity when a style was ordered on multiple PO lines. (8647) vii) Fixed issue where application deadlock occurred when more than one person in Purchasing at once. (6607, 6733) viii) Fixed performance issue with applying shipping costs to PO s over one page in length. (7369) ix) Fixed issue where some items were not showing on receiving after already being received. (9212) f) Tag Printing i) Multiple tag print tables allow you to print two different tags from two different workstations at the same time. (1063) 7) Remote Operations a) Import/Export Files i) Fixed issue where any change to product table caused pictures to be resent. (8882) b) Resend Data i) Fixed issue where error was received when resending PO s. (7922) c) StarComm Scheduler i) Fixed issue where FTP polling failed after upgrade. (7733) - 19 -
8) Reports a) Credit Card Query i) Fixed issue where credit card number was not displaying correctly if a space was accidentally entered before the number. (7814) b) Open Receipts i) Fixed issue where inaccurate information was reported if register setup was not set to group same item on same line. (8356) ii) Fixed issue where report did not return data even though data did exist. (7768) c) Register Summary i) Fixed issue where payment received on account was not being calculated correctly. (7655) ii) Fixed issue where Diners transaction showed up in JCB. (7428) d) Report STAR i) Fixed issue where SQL error received when selecting RMSA Monthly Forecast report and 4-5-4. (7996) ii) Fixed issue where report and reprinted receipt in POS did not show same data when using YYYYMMDD. (8049) iii) Fixed issue where YTD spanned multiple calendar years. (8595) iv) Fixed issue where OODC and OODR did not match with order summaries report. (7226) v) Fixed issue where null season pulled up when reporting on season N/A. (6825) vi) Fixed issue with beginning date in RWAC. (7372) vii) viii) Fixed issue where RWAC was not being calculated correctly for $BIC and $EIC. (6276) Fixed issue where database engine closed and returned error when running in XP environment with some reports. (8465) e) Tax Summary i) Fixed issue where report did not show i.star sales. (7597) ii) Fixed performance issue when producing detail by date and sales code. (8203) f) Transaction History i) Fixed issue where data was missing from report. (7751, 8024) 9) Utilities a) Database Copy Utility i) New SQLBase version 8.5 allows for copying of databases over 2 GB without causing error. (6698, 6922) b) Inventory Activation i) Fixed issue where DTS date prevented resynch of database. (8007) - 20 -
Known Issues 1) Accounting a) Reports i) At this time, you cannot filter on customers using the short customer ID. 2) Maintenance a) Taxes i) Using Windows 2000 and a wheel mouse, if you add a new tax type, click [F6] Tax Rates, enter a tax rate, then at Acct. No. field try to scroll through the account numbers with mouse scroll button, you will receive an access violation error; click OK, message doesn t go away until you click OK three times, then Star locks up and you have to kill it. 3) Tag Printing a) External i) The external tag printing program needs to be shut down before closing the tag print module or creating a second batch of tags. 4) Upgrade a) GUPTA i) GUPTA engine will not load during Windows 98 and Windows 2000 upgrades from ICE 5.0.93 and 5.1.41. (8192-4160) - 21 -