TOT-3952 - Facility role permission setting to determine if a sales rep user can choose from the payment types of the customer account they are assigned to or currently using
There is now the ability to restrict users when switching customer accounts on using the payment types assigned to their primary assigned customer account, instead of switching across to the payment types matching the customer account in use. Within the Administration Centre, under the Users menu, within the User Permissions interface, upon modifying a Facility Role, under the "Briefcase My Details Permissions" section a new permission now appears labelled "Switch Customer Account Payment Types". If these is set to Allow (default) then when a user switches customer accounts, then the payment types they are allowed to select to order with will match payments set for the customer account in use. If the permission is set to Deny, then the payment types the user is allowed to order with always remain the same, based on the customer account they are directly assigned to. Note that this new permission is ignored if the user tries to checkout with a customer account that requires the order to be paid with a credit card because the account is on hold, outside its payment terms, or outside its balance limit.
Functionality Affected: Basket Switching process, Order Checkout/Submission process Impact: Normal
TOT-3962 - Don't allow users to proceed through order checkout if no freight carrier is selected from available 3rd party retrieved carriers
On a content managed web page containing either a Guest Order Checkout/Submission area or a Order Checkout/Submission area, if the project's "Freight Provider Calculate Order Freight Surcharge" setting is set to yes and the "Freight Provider Surcharge Calculation Fail Action" setting is set to "Continue Processing Surcharge Rules". Then when a user proceeds through the order checkout process and has the ability to choose from one or more freight carriers found via SmartFreight, if the user does not select a carrier they will now be blocked from continuing on to the Order Review page and instead see the error message that is set in the "3rd Party Freight Carrier Not Found" project setting. Note that if SmartFreight did not find any 3rd party carriers then the user will be still allowed to proceed with the order checkout process, ensuring they can complete the process if Smartfreight's system was unavailable.
Functionality Affected: Basket Switching process, Order Checkout/Submission process Impact: Normal
TOT-3969 - Order Surcharge ACTION rule to control if order is allowed to be sent to SmartFreight
There's now the ability to control which orders submitted by users are sent to SmartFreight if the Integrated Freight feature is turned on. Within the Administration Centre, under the Stores menu, within the Order Surcharges interface, upon creating an ACTION rule, within the "Add New Action Rule Node" dialog, in the actions drop down a new option labelled "Send Order To Freight Provider %VALUE%" now appears. If selected, and the value textbox is set to NO, N, or FALSE, then when a user proceeds through the Order Checkout/Submission process, once they have submitted the order and the Integrated Freight Feature is turned on, then the order will be ignored from submitting to Smart Freight. If the surcharge rule is set to Y or YES then the order will be allowed to be sent to SmartFreight if configured to do so. Note that this surcharge rule does not have any bearing if orders are resubmitted by admins from the within the Orders Administration Centre interface, or by Purchasing Manager users without modifying a pending order.
Functionality Affected: Basket Switching process, Order Checkout/Submission process, Order Surcharges administration centre interface Impact: Normal
TOT-3977 - Payment gateway to send credit card payments to Eway that forces credit card CVN number validation
An additional credit card payment gateway has been added the enables credit cards to be set to Eway's payment gateway that provides additional checks on a credit card's CVN number (3 or 4 digit code on the back of a card). This may be required when a merchant bank account is set up with certain banks, such as Bendigo Bank. Within the Administration Centre, under the Stores menu, within the Payments interface, under the Credit Card section, for the "Credit Card Payment Gateway" setting there is now an option labelled "Eway (With Card CVN Number Checks)". When selected this will allow credit card payments made either through the Payments admin centre interface, Order Checkout/Submission process, or customer account invoice payments to be sent to Eway, and processed through its CVN web service endpoint.
Functionality Affected: Eway Credit Card Payment process, Stores Payments administration centre interface Impact: Normal
TOT-3979 - Pagination within Basket Products Listing content managed web page area
On a content managed web page containing a Basket Products Listing area, there is now the ability to limit the amount of products that display in the area, and allow users to paginate the area. This can be used to speed up how long it takes for the area to load, especially when many products exist within the user's basket. Within the Administration Centre, under the Websites menu, within the Websites interface, upon viewing a content managed web page within the Web Page Editor, viewing the Editor of a Basket Products Listing area a new setting labelled "Basket Products Records Per Page" now appears. If the setting is set to a number then it will limit the amount of products that appear in the area. Within the area's Basket Header and Basket Products Footer formats the following format hooks now exist that allow paginator elements to be embedded within the area:
basket_products_page_number: Number of the page currently showing products within the basket.
basket_products_page_list: List of page numbers allowing the user to paginate between pages of basket product records.
basket_products_next_page_class: Suffix CSS class text that specifies if the user can paginate forward any further
basket_products_prev_page_class: Suffix CSS class text that specifies if the user can paginate backwards any further
basket_products_next_page_anchor: Anchor element that allows the user to paginate to the next page of products
basket_products_prev_page_anchor: Anchor element that allows the user to paginate to the previous page of products
basket_products_per_page_dropdown: Drop down that allows the user to change the amount of products displayed per page.
basket_products_page_number: Number of the page currently showing products within the basket.
If the area's "Basket Products Records Per Page" setting is not set then the area will display paginator elements as if only 1 page was returned, that contained 1000 records. It's recommended to only place paginator elements if this setting is set to a number,
Functionality Affected: Basket Products Listing content managed web page area Impact: Normal
Bug Fixes
TOT-3972 - User Detail admin centre interface not correctly saving Sales Representative ID field of user if the field is unselected
Within the Administration Centre, under the Users menu, in the Search Users interface, after finding a user and clicking on its login ID, within the User Detail interface, if the administration user had left the Sales Representative ID field unselected, then when they clicked on the Update button, the user's Is Password Expired field was ignored from being saved. Now the Password Expired field is correctly saved. Note this change also occurs for any other user fields in the User Details admin centre interface that are set based on checkboxes.
Functionality Affected: User Detail administration centre interface Impact: Normal
TOT-3976 - Users unable to filter customer accounts assigned to them within the Customer Account Selection content managed web page area when they don't have permission to view all customer accounts
Within a content managed webpage that contains a Customer Account Selection area, if the user had multiple customer accounts assigned to them and the user was assigned to a Facility permission role that had the View All User Accounts permission set to deny, then the area would initially display all customer accounts assigned to them. If the user then tried to filter the customer accounts by either setting an company name, account code, or login ID search text fields, then after clicking on the Search button no customer accounts would display, regardless of whether the search term matches a customer account. The area now correctly returns a list of customer accounts assigned to them based on the search filters set.
Functionality Affected: Customer Account Selection content managed web page area Impact: Normal
12th December 2019
Improvements
TOT-3952 - Facility role permission setting to determine if a sales rep user can choose from the payment types of the customer account they are assigned to or currently using
There is now the ability to restrict users when switching customer accounts on using the payment types assigned to their primary assigned customer account, instead of switching across to the payment types matching the customer account in use.
Within the Administration Centre, under the Users menu, within the User Permissions interface, upon modifying a Facility Role, under the "Briefcase My Details Permissions" section a new permission now appears labelled "Switch Customer Account Payment Types". If these is set to Allow (default) then when a user switches customer accounts, then the payment types they are allowed to select to order with will match payments set for the customer account in use. If the permission is set to Deny, then the payment types the user is allowed to order with always remain the same, based on the customer account they are directly assigned to.
Note that this new permission is ignored if the user tries to checkout with a customer account that requires the order to be paid with a credit card because the account is on hold, outside its payment terms, or outside its balance limit.
Functionality Affected: Basket Switching process, Order Checkout/Submission process
Impact: Normal
TOT-3962 - Don't allow users to proceed through order checkout if no freight carrier is selected from available 3rd party retrieved carriers
On a content managed web page containing either a Guest Order Checkout/Submission area or a Order Checkout/Submission area, if the project's "Freight Provider Calculate Order Freight Surcharge" setting is set to yes and the "Freight Provider Surcharge Calculation Fail Action" setting is set to "Continue Processing Surcharge Rules". Then when a user proceeds through the order checkout process and has the ability to choose from one or more freight carriers found via SmartFreight, if the user does not select a carrier they will now be blocked from continuing on to the Order Review page and instead see the error message that is set in the "3rd Party Freight Carrier Not Found" project setting.
Note that if SmartFreight did not find any 3rd party carriers then the user will be still allowed to proceed with the order checkout process, ensuring they can complete the process if Smartfreight's system was unavailable.
Functionality Affected: Basket Switching process, Order Checkout/Submission process
Impact: Normal
TOT-3969 - Order Surcharge ACTION rule to control if order is allowed to be sent to SmartFreight
There's now the ability to control which orders submitted by users are sent to SmartFreight if the Integrated Freight feature is turned on.
Within the Administration Centre, under the Stores menu, within the Order Surcharges interface, upon creating an ACTION rule, within the "Add New Action Rule Node" dialog, in the actions drop down a new option labelled "Send Order To Freight Provider %VALUE%" now appears. If selected, and the value textbox is set to NO, N, or FALSE, then when a user proceeds through the Order Checkout/Submission process, once they have submitted the order and the Integrated Freight Feature is turned on, then the order will be ignored from submitting to Smart Freight. If the surcharge rule is set to Y or YES then the order will be allowed to be sent to SmartFreight if configured to do so.
Note that this surcharge rule does not have any bearing if orders are resubmitted by admins from the within the Orders Administration Centre interface, or by Purchasing Manager users without modifying a pending order.
Functionality Affected: Basket Switching process, Order Checkout/Submission process, Order Surcharges administration centre interface
Impact: Normal
TOT-3977 - Payment gateway to send credit card payments to Eway that forces credit card CVN number validation
An additional credit card payment gateway has been added the enables credit cards to be set to Eway's payment gateway that provides additional checks on a credit card's CVN number (3 or 4 digit code on the back of a card). This may be required when a merchant bank account is set up with certain banks, such as Bendigo Bank.
Within the Administration Centre, under the Stores menu, within the Payments interface, under the Credit Card section, for the "Credit Card Payment Gateway" setting there is now an option labelled "Eway (With Card CVN Number Checks)". When selected this will allow credit card payments made either through the Payments admin centre interface, Order Checkout/Submission process, or customer account invoice payments to be sent to Eway, and processed through its CVN web service endpoint.
Functionality Affected: Eway Credit Card Payment process, Stores Payments administration centre interface
Impact: Normal
TOT-3979 - Pagination within Basket Products Listing content managed web page area
On a content managed web page containing a Basket Products Listing area, there is now the ability to limit the amount of products that display in the area, and allow users to paginate the area. This can be used to speed up how long it takes for the area to load, especially when many products exist within the user's basket.
Within the Administration Centre, under the Websites menu, within the Websites interface, upon viewing a content managed web page within the Web Page Editor, viewing the Editor of a Basket Products Listing area a new setting labelled "Basket Products Records Per Page" now appears. If the setting is set to a number then it will limit the amount of products that appear in the area.
Within the area's Basket Header and Basket Products Footer formats the following format hooks now exist that allow paginator elements to be embedded within the area:
- basket_products_page_number: Number of the page currently showing products within the basket.
- basket_products_page_list: List of page numbers allowing the user to paginate between pages of basket product records.
- basket_products_next_page_class: Suffix CSS class text that specifies if the user can paginate forward any further
- basket_products_prev_page_class: Suffix CSS class text that specifies if the user can paginate backwards any further
- basket_products_next_page_anchor: Anchor element that allows the user to paginate to the next page of products
- basket_products_prev_page_anchor: Anchor element that allows the user to paginate to the previous page of products
- basket_products_per_page_dropdown: Drop down that allows the user to change the amount of products displayed per page.
- basket_products_page_number: Number of the page currently showing products within the basket.
If the area's "Basket Products Records Per Page" setting is not set then the area will display paginator elements as if only 1 page was returned, that contained 1000 records. It's recommended to only place paginator elements if this setting is set to a number,Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal
Bug Fixes
TOT-3972 - User Detail admin centre interface not correctly saving Sales Representative ID field of user if the field is unselected
Within the Administration Centre, under the Users menu, in the Search Users interface, after finding a user and clicking on its login ID, within the User Detail interface, if the administration user had left the Sales Representative ID field unselected, then when they clicked on the Update button, the user's Is Password Expired field was ignored from being saved. Now the Password Expired field is correctly saved.
Note this change also occurs for any other user fields in the User Details admin centre interface that are set based on checkboxes.
Functionality Affected: User Detail administration centre interface
Impact: Normal
TOT-3976 - Users unable to filter customer accounts assigned to them within the Customer Account Selection content managed web page area when they don't have permission to view all customer accounts
Within a content managed webpage that contains a Customer Account Selection area, if the user had multiple customer accounts assigned to them and the user was assigned to a Facility permission role that had the View All User Accounts permission set to deny, then the area would initially display all customer accounts assigned to them. If the user then tried to filter the customer accounts by either setting an company name, account code, or login ID search text fields, then after clicking on the Search button no customer accounts would display, regardless of whether the search term matches a customer account. The area now correctly returns a list of customer accounts assigned to them based on the search filters set.
Functionality Affected: Customer Account Selection content managed web page area
Impact: Normal