SwanFRS Release notes for 1205

Created by Migration Bot, Modified on Fri, 23 Oct at 2:29 PM by Migration Bot

Originally written by Jack Thompson, last updated Sept 01, 2023, on the Swan Retail knowledge base (FRS).

Release Date: 4th November 2022

Fixes

FRS-842 - Sales Order Change Tax

When the tax is changed on an order line that is scheduled for delivery, the delivery line will now update in line with the sales order.

Support #: FRSSUP-5487

FRS-821 - Set Up Report Links

When creating new report rows, the Report Side Menu Name will now automatically default to the Report Name typed.

Once saved, the Report Side Menu Name only changes if the operator makes the change.

FRS-820 - Find Write Off Notes

Having searched for write off notes and clicked into the note to see its details – clicking back or close did not return to the previous search results.

FRS-819 - Transfer Notes - Notes button

The notes button on the transfer note header and detail line are now fully operational

FRS-767 - Service Return Affect Bookings

Fixed an issue with the “affects bookings” flag when a customer service line is confirmed for return.

A number of standard reports offer the ability to exclude actions emanating from the service system. To set the affects bookings flag visit the Set Up Service Events program.

Support #: FRSSUP-4692

FRS-757 - Stock Detail

Fixed an issue with updating the bay for an accessory item that has been in a batch but is the parent item.

Support #: FRSSUP-4758

FRS-756 - Set Up Product Web Categories

The product category grid will now show the full category description rather than the category code as it previously did to match the drop down selections in the header.

FRS-750 - Option Selection Expand Children

SwanFRS generated a blank pick list option box when configuring a product if an option had the ‘Expand Child’ tick box selected with no secondary question linked to it. This issue has now been corrected.

FRS-749 - Customer Payment Audit

Customer Payment Audit has been retitled Amended Payment Audit

This audit is designed to show any payment edited between initial entry and reconciliation, however the name of the report did not reflect this.

Please check to see if the Customer Payment audit exists in you Set Up Report Links routine and change accordingly if it does.

Support #: FRSSUP-4556

FRS-740 - Swap Stock

A new parameter BLOCK_SWAP_STOCK has been introduced to give additional control over the swapping of stock/inventory. The parameter has three settings:

Never - This will continue to allow stock/inventory to be swapped regardless of the state of it’s current sales order.
Order Has Payment - This will block the swapping of stock/inventory if the item being swapped for is on a sales order that has payments taken.
Order Accepted - This will block the swapping of stock/inventory if the item being swapped for is on a sales order that has been accepted. NOTE - if the accepted order is subsequently amended, any stock on the order becomes available to be swapped. Ensure orders are left in amend mode for the minimum amount of time necessary when running with this option set.

Support #: FRSSUP-4408

FRS-736 - Sales Order Container Status

A fix has been applied to correct the container status shown on the sales order and container screens when items on a container are subsequently written off or returned to supplier/vendor. The sales order status will now also prioritise delivered status ahead of container status if the line is has been confirmed delivered.

Support #: FRSSUP-4396

FRS-524 - Set Up Product Web Categories

Fixed the behaviour of the A/N function when working over multiple pages in Set Up Product Web Categories.

Support #: FRSSUP-1885

FRS-414 - Tablet - Save As Quote

It is now not possible to save an order as a 'quote' or complete before a customer is added when using the tablet application.

Added

FRS-810 - Allocating Stock to a set

When selling a product set with the allocate from stock ticked, SwanFRS searches for suitable stock toto fulfil the set’s requirements. The logic relating to selecting the component price of a set item has been altered to ensure it uses 'today's selling price when adding stock to the set.

FRS-801 - Commission Enhancement

The gross profit based commission system has been updated to ensure customer returned items which are subsequently discounted and redelivered to the customer are correctly accommodated within the commission generation system.
There is now an option to set a cost price uplift percentage to each and every SKUs allowing costs to be adjusted at time of commission calculation. The commission percentage uplift can either be set within Product Pricing or via the spreadsheet (Spreadsheet version 7.5.0 or later is required for this).
Uplift rates are 'saved' at time or adding the SKU to the order and will not be affected by changes thereafter.

This change applies to the Export Salesperson Commission and Export Branch Statistics programs only.

Support #: FRSSUP-4115

FRS-765 - Sweet Dreams - Split accessory on transfer/RTS/write off

When transferring accessory stock between location / returning stock to the supplier or processing a write-off note where the stock holding quantity is greater than 1, it is now possible to adjust the transfer / return / write-off quantity after the stock item has been added to the note.

This is achieved by clicking the tick box to the left hand side of the data grid and adjusting the quantity to be moved. It is not possible to exceed the original quantity.

Changing the quantity immediately splits the batch creating a ‘child’ stock record with the difference between the original quantity and the specified ‘movement’ quantity. Once split this cannot be ‘re-joined’ to the batch.

For example, If the stock quantity on item 1234 is 10 and the operator adjusts to 6 via this process, SwanFRS will reduce the stock holding on 1234 to 6 and create a new stock record (the child record) with the 4 not to be moved.

FRS-764 - DispatchTrack

Importing of delivery confirmations from DispatchTrack can be blocked if the new application parameter DISPATCHTRACK_USE_IMPORT is set. Deliveries can then be exported to DispatchTrack but confirmations processed manually in SwanFRS.

Confirm Deliveries has a new date range filter, and ignore date range checkbox, filtering on the scheduled delivery date. A new application parameter DELIVERY_CONFIRM_DEFAULT_YESTERDAY, if checked, will set the start and end days to yesterday’s date by default. If it is unchecked, it will set the end date to the current date and use the application parameter FROM_DAYS to set the start date as usual.

When confirming deliveries, a new button CANCEL DELIVERY AND CHANGE ORDER will show on open deliveries for users who hold the new privilege CANCEL_CHANGE_DELIVERIES. Clicking this button will cancel any open lines on the delivery run and open the sales order in “amend” mode. DispatchTrack will only be affected if the new application parameter DISPATCHTRACK_USE_IMPORT is not set.

Support #: FRSSUP-4400

FRS-758 - Feefo integration for FRS

It is now possible for SwanFRS to send feedback / rating requests to Feefo.

This new flat file export is designed to send completed sales orders and / or service calls to a feedback provider, which is at this time Feefo.

New Application parameters:

FEEDBACK_GTIN
FEEDBACK_COMPLETE_AFTER_DAYS
FEEDBACK_SERVICE_AFTER_DAYS
FEEDBACK_ATTRIBUTES

Requires configuration to be set by the SwanFRS implementation team.

Support #: FRSSUP-2855

Changed / New

FRS-827 - Tablet - Cancel Order button

There is now a cancel button allowing the operator to cancel a sales order, if there are no active sales order lines and no payments have been recorded against the sale.

FRS-805 - Set Up Roles

The design of this program has changed. For each privilege, there is now a description explaining its use and therefore allowing the operator to make a more informed decision whether to add the item to the role.
A search feature allows searching for specific character strings in the descriptions, and a filter to show 'select' privileges first has been added.

Changing the tick box status of the role is only applied at the time of clicking the SAVE button however if you use the A/N mass change, these settings are recorded immediately and therefore the use of the A/N check box should be used with caution.

FRS-802 - Imperfect flag for stock searching

When ticked, the product search results page is restricted to only those products which have free to sell stock marked as 'imperfect'. (all other SKUs will be omitted from the search results).

Tablet Processing: This check box is located in the Catalogue Search > Advanced Option.

Back office operation: the checkbox can be found in the Catalogue Search option, accessed from various places within the application.

Support #: FRSSUP-4571

FRS-792 - Reports List

The list of reports visible to the user, accessed via the Report menu option, has been redesigned, offering a FIND button instead of the magnifying glass.

it is now possible to search for ‘text’ in the description of the report.

All columns are now titled and are sortable.
For empowered operators a new SETT UP REPORT LINKS button, displayed at the top right of the page, allows direct access to the report links maintenance program where changes to the report listing can be applied.

FRS-783 - Set Up Service Events: Find Option

The Set Up Service Events program now offers a search filter for the Subject column.

FRS-777 - Branch specific logo

It is now possible to control the 'swanFRS' logo displayed in the left of the menu bar.

The logo can be changed by specifying a filename in the 'menu bar image' filename in the Set Up Location program.

The image must be an 'svg' format. - images must reside within the 'images' folder within the application.

If your system is hosted by Swan, please send in your 'menu image' via a support call requesting the logo be used on the menu and Swan will convert the image to svg and save in the appropriate folder.

This Change allows you to have a different image per location, if desired.

No action is required if you are happy to retain the SwanFRS logo in the menu bar

FRS-769 - Filter Product Groups

A find option has been added to Set Up Product Groups to filter on the product group code and description.

FRS-766 - New Label

New label design added for a 70 x 38 mm sized label

FRS-760 - Customer Summary Issue Credit

A new privilege CAN_ISSUE_CREDIT has been added to allow control of the user’s who are able to use the Issue Credit action from the side menu in Customer Summary and Customer Account via Sales Orders.

Support #: FRSSUP-4766

FRS-752 - Supplier/Vendor Notes

The supplier/vendor name has been added to the notes for supplier/vendor alongside the supplier/vendor ID which isn’t meaningful on it’s own.

Support #: FRSSUP-4634

FRS-743 - Stock/Inventory Images

Where set, line images will now display on additional SwanFRS screens displaying stock/inventory images in the first instance and product image if there are no specific stock/inventory images.

This has been added to Goods Receipt Notes, Internal Orders, Purchase Orders, Return To Supplier / Vendors Notes, Transfer Notes, Write-On and Write-Off Notes.

Support #: FRSSUP-4438

FRS-742 - Notes

The Notes badge has been added on the detail screen next to the ID for Containers, Goods Receipt Notes, Internal Orders, RTS/RTV notes, Transfer Notes, Write-On and Write-Off Notes. This allows access into the notes without having to go via the list grid.

Support #: FRSSUP-4342

FRS-741 - Purchase Invoice Settlement Discount & VAT

The invoice completion screen has been modified to allow alteration of VAT values prior to and post settlement discount.

Future work is planned to change the process of applying discount to the invoice. Currently, the recalculate button only operates on the percentage value and post settlement VAT values will require manual adjustment after the settlement percentage has been applied and SAVED. Discount values are not operational at this time.

FRS-739 - Purchase Order

The date goods were received has been added to the purchase order detail grid. In summary mode, this will be the earliest date received if lines are part-received.

Support #: FRSSUP-4437

FRS-734 - Set Up Commission Groups

The ability to mark a group as the remnant commission group has been added.

Support #: FRSSUP-4381

FRS-730 - Find GRN

The Find GRN routine, now offers the option to search for a specific PO number. Where used the results will show only GRNs linked to the specified PO number.

The search results grid, now shows all the PO numbers associated with that GRN, listing each number on a separate line with, where accessible, the operator may click the PO Number to view the detail of the specific purchase order.

Support #: FRSSUP-4326

FRS-715 - Working Date Control

New privileges have been created to add control to the backdating of actions in the SwanFRS sales system.

AMEND_WORKING_DATE_DISCOUNT is required to modify the date when entering line level or order level discounts on an FRS sales order.
AMEND_WORKING_DATE_PAYMENTS is required to modify the date when entering payments, refunds, allocations and deallocations against an FRS customer or sales order.
AMEND_WORKING_DATE_ALLOWANCES is required to modify the date when issuing a credit against an FRS customer or sales order.

On upgrade, all roles containing the privilege AMEND_WORKING_DATE will be assigned the three new privileges.

Please ensure the ability to change these dates is reviewed and restricted to suitable operators.

FRS-622 - Digital Customer Signature

A new application parameter SO_CAPTURE_SIGNATURE has been added to control the digital capture of an customer signature when accepting sales orders. This can be switched on using the parameter for FRS sales orders in back office, tablet mode or both.

Reports

Report Name	Changes
Amended Payment Audit 1	Changed name from Customer Payment Audit
Associated Showroom Sales 9	Fixed the issue with it repeating associated sales if items from the same range appear in multiple locations - also added a feature to collate by location or not as required
Banner Delivery Note 5	A total section has been added to show the total number of non-service products on the delivery note.
Banner PO 8	Alignment to quantity - removed test print fields. Uses the SOA_SHOW_THUMBNAILS to control whether to show a image of the product on the PO
Banner SO 11	Added digital signature controls
Banner SO 11	A total section has been added to show the total number of non-service products on the sale.
Banner SO 11	SO Comments printing flooring/carpet notes incorrectly. Overhaul of the terms and conditions function see Terms and Conditions for more details
Branch Daily Payment Sum 5	Removed user check completely added restricted location
Customer Export 12	Added Salesperson column (Arrangement)
Daily Sales Summary 13	Report failing to run
Daily Sales Summary 13	Add group by customer ID to cope with scenarios where the sales order ID is not set for multiple different customers.
Despatch Confirmation 14	Added an exclude orders placed before date and added a total only option.
Goods Received Audit 23	Altered the GRN & PO fields to remove commas showing. (FRSSUP-4820) PO text section needs quotes added after the 0 in the following: if length({RPTGoodsReceipt.PORef})>0 then ToText ({RPTGoodsReceipt.Purchase Order},0,"")+" - "+{RPTGoodsReceipt.PORef} else Totext({RPTGoodsReceipt.Purchase Order},0,"") - added filter on GRN Number
Label 70x38 Single 2	New label based on a 70 x38 label size - requires 'Brother 1816' font.
New Commission - General 2	Not correctly displaying sales for the salesperson
New Commission - Team Bonus 2	Not correctly displaying sales for the salesperson
New Customer Statistics 2	New selection filters
New Sales Order 32	Added digital signature controls
Open Orders Report 32	Added contact status as a field and a parameter and also the customer's master address with a parameter to show/hide it. Format parameter for summary or detail mode now shows too to save the user drilling down into orders.
Picking List 5	Added current location alongside bay so they know where to pick from.
Picking Note 30	A total section has been added to show the total number of non-service products on the picking note.
Price Change Audit History 2	Wasn’t checking the branch correctly.
Product Extract 6	Minor tweaks to filter out mismatched data / recompile with latest table formats
Product Sales Analysis 10	Adjusted to balance to Sales By Product Group
Sales Analysis Report 3	Wasn't sequencing by month correctly and totals were overlapping
Sales By Product Group 8	Adjusted to balance to Product Sales Analysis
Sales Invoice Audit 13	Updated report - plug in as a replacement for Sales Order Audit
Sales Tax Report 4	Added delivery city (address 4) - option to consolidate locations.
Sold Tag 2	Change to image logic for http file paths
Sold Tag L5162 3	Changed the format so that the option detail doesn't run as often in detail mode.
Stock Evaluation Enhanced 20	Changed the format so that the option detail doesn't run as often in detail mode.
Stock Search Print 7	Change to image logic for http file paths
Stock Search Print 8	Written Off status not showing correctly
Stock Transfers 23	Change to image logic for http file paths
User Report 3	Added user's active status to the report.
Written Sales by Salesperson 1	New report listing sales and cancellations within a specified date range by salesperson splitting values with secondary(or line level) salesperson