R20.9 Release Notes

Module: All

Path: System > About Software

Topic: Release Notes

Version(s): 5.1

Editions: All

Here you will find the most up to date release notes Orderlogix has available. Scroll to the bottom of the page to find a downloadable attachment.

Patch number will be set as a hyperlink if additional information is available pertaining to that specific patch.

What's New

R20.8 p17 - Add CS Event When Order is Created via Manage Order Exceptions Interface (orderlogix.com)

We have added logging for orders that are brought in manually through Manage Order Exceptions. The agent, time/date, and orderID are now logged on the Customer Detail page.

Build 5.1.xxx

We have further refined releases by introducing "point" releases. These point releases will be bug-fix only releases. It will not include feature changes, unless they are very minor changes meant to address a bug.

Build R20.9

What's New

R20.9 p27 - Added option to ignore expiration date for invalid items on items that will be paid with a tokenized account. (orderlogix.com)

We have added a checkbox labeled "Ignore past expiration dates" to the "Payment Processing Account" screen, visible only when "Allow tokenization" is checked and account type is credit card. When enabled, expiration date will not be validated for tokenized payments processed with this account, so that items are not made Invalid during prepayment processing.

This will show on line items added after the setting has been changed on the payment processing account. The setting will not apply retroactively to line items that are already in item invalid.

R20.9 p25 - Use Coupons to Apply Discounts to Customer Continuity Sequences (orderlogix.com)

Improved discount management for autoships. Add option to apply discount by using coupon code to a customer's continuity sequences and will create CS event of which coupon was applied.

Patches

Patch	Hot Patch	Type	Date	Description
	5	Bug		Require 4-digit CVV when payment method is American Express
	4	Bug		Admin Configuration endpoint
	3	Bug		Call disposition change logging (optional feature)
	2	Bug		Consolidate changes to implement limited Order Entry page feature set in Standard Edition
	1	Bug		Fixed broken tax calculation in Standard Edition order page
28		Bug	10/18/2024	Fixed SIM issue which could cause the displayed grand total to be incorrect (did not affect posted order totals).
27		Feature	10/09/2024	Add a checkbox labeled "Ignore past expiration dates" to the "Edit Payment Processing Account" screen, visible only when "Allow tokenization" is checked. When enabled, expiration date will not be validated for tokenized payments processed with this account, so that items are not make Invalid during prepayment processing.
26		Bug	9/30/2024	Fixed: On the customer detail screen, multiple continuity selections should prevent the selection of continuities that are already stopped Prevent Next Ship Date from being permanently changed when previewing a continuity order on the CS screen.
25		Feature	9/30/2024	Improved discount management for autoships. Add option to apply discount by using coupon code to a customers continuity sequences.
24		Bug	9/24/2024	Fixed: Applied 4 digit rounding to discounts on manually entered orders (when this option is enabled) Previously we were rounding to 2 decimal places at New Order Entry screen and SIM regardless of feature enabled or disabled. Now we are rounding properly according to the feature state.
23		Bug	9/24/2024	Fixed: Validation not working for Call Type in SIM. Call type must be selected.
22		Bug	9/24/2024	Fixed issue where some selected campaigns for manual autoship/continutity processing may not be included in process when it runs.
21		Bug	9/24/2024	Fixed: Customer Dedupe list screen Check/Uncheck All buttons were not applying only to the filtered list of items.
20		Bug	9/24/2024	Fixed a data access failure bug in the customer portal. This error occurred only when logging into the customer portal as an admin, without impersonation. As a result, the payment tabs remained empty and did not display any payment information, showing the error message "Data Access Failed."
19		Bug	9/24/2024	Fixed: DNIS validation - media import should validate DNIS and throw error if it does not exist.
18		Bug	9/24/2024	Fixed: Redirection to password reset screen not working in customer portal
17		Bug	9/24/2024	Fixed issue where subscription options would be erased from site configuration when portal Admin settings were updated.
16		Feature	8/26/2024	Display date that hot patch applied (if applicable) on the About This Software screen.
15		Feature	8/26/2024	Internal code modification
14		Feature	8/7/2024	Changed the inventory adjustment process (Used by the manual adjustment screen, as well as the Adjustment import, and any derivative imports). This process no longer records "pending adjustments" in the case that an adjustment is impossible due to a lack of quantity-on-hand to subtract from. Instead the process will automatically attempt to back order the most recent orders until the adjustment can be made. If still unsuccessful, as in the case where items are already shipped, the adjustment amount may be reduced to the maximum possible amount. Removed Pending Adjustment screen from the menu/ GUI.
13		Bug	8/7/2024	Fixed issue that would occur when using Add Order to call feature when using SIM. In the classic order entry form, the prior Billing, Shipping, & Payment details would be pre-populated from the last order entered for the call. In SIM, only the billing info (from call record) was being populated.
12		Feature	8/7/2024	Add client restriction to product offers dropdown on the customer Continuity/Autoship Sequence edit popup.
11		Bug	8/7/2024	Fixed: Prevent errors when a single quote is used in the search field for filter menus (such as is used on the Customer Lookup screen)
10		Bug	8/7/2024	Implemented logging for Order delete. A CS event will be created upon order deletion if it is not last of that particular customer. Also fixed issue that could prevent some orders from being deleted.
9		Feature	8/7/2024	Upgraded .NET version used by OLX
8		Bug	8/7/2024	Fixed typo on Purchase Order Batch report. Typo "Puchase Order" in label.
7		Feature	8/7/2024	Redesigned CTI back-end functionality to work without a central CTI server. This prepares the application to work more reliably in the Azure environment. Integrated "Web Listener" endpoint into core application solution.
6		Bug	8/7/2024	Fixed issue where clicking "Show stopped autoships" checkbox on Customer Detail page could cause excessive API calls to server (infinite loop)
5		Bug	8/7/2024	Restricted Zip code comparison to only look at left 5 digits.
4		Bug	8/7/2024	Fixes issue where some Autoship related CS Events would not generate notifications, such as cancelling/stopping an autoship.
3		Bug	8/7/2024	Reverted change to import which uses matched customer info in script rule comparison. Goes back to using Billing info from file/API.
2		Bug	8/7/2024	Fixed issue with OLX order import which could cause the Address match script rule to incorrectly find a mismatch on Bill vs Ship Country when country codes such as 001 are used in the file.
1		Bug	8/7/2024	Fixed issue where CTI pause recording was not working when a tokenization interface is used.

Build R20.8

What's New

R20. p17 - Add CS Event When Order is Created via Manage Order Exceptions Interface (orderlogix.com)

We have added logging for orders that are brought in manually through Manage Order Exceptions. The agent, time/date, and orderID are now logged on the Customer Detail page.

Patches

Patch	Type	Date	Description
25	Bug	4/26/2024	Fix to Copy Script feature, which will prevent SIM forms from being cross linked to the wrong form after being copied (which could occur when there was bad data in the original script being copied)
24	Bug	4/25/2024	Fixed issue with coupon rule evaluation in SIM. Was not correctly evaluating minimum item counts.
23	Bug	4/24/2024	Fixed error that would occur when using Replace Offer, which would prevent the selected products display from updating correctly.
22	Bug	4/16/2024	Fixed: 1. System Preference "Hold shipment on orders with back orders" was not working for exports. 2. Additional items of same Inventory SKU in the same batch were being back-ordered incorrectly, with item status being updated without other corresponding changes to inventory detail tables.
21	Feature	4/16/2024	Optional feature: added a hidden table (no GUI) for configuring related tokenization accounts. The Payment batch creation process will allow items associated with related accounts to be put in the same batch. The related accounts must be compatible with the same tokens.
20	Bug	4/15/2024	Fixed: SKU's should be filtered by selected client on Receive Inventory screen. If either the GUI selected Client or the SKU's client is set to none... then the SKU can be included in the list. Inventory SKU's should also be filtered by Client in the case that the user has client restrictions.
19	Bug	4/15/2024	Receive Inventory screen fix. When there are certain validation errors occur on the receipt line (such as when the received amount = 0). A warning icon should appear on the end of line with a tooltip describing the issue with the line. This icon was not being displayed.
18	Bug	4/15/2024	Fixed following issues on the Edit Supplier Information popup 1. UOM summary grid not always populated on Supplier items summary grid 2. When supplier inventory items available UOM grid is being edited, display a warning if the UOM grid changes have not been saved yet, and the user attempts to save the Supplier item.
17	Feature	4/15/2024	Add a CS event to the customer when an order is created via Manage Order Exceptions page.
16	Bug	4/15/2024	Added better error handling in Sales & CS Training Document pages. Pages should now be more resilient to bad data that may have been entered in the DB for these pages.
15	Bug	4/15/2024	Some script rules used with the Order Import (and/or API) use Billing & Shipping address details to determine if an order should be flagged for review, or rejected. The import also support the use of match criteria to determine whether or not an imported order should be linked with an existing customer. In some cases, linking an order to an existing customer because of a match may result in slight differences between the Billing & Shipping address details. Since the script rules are intended to be evaluated against what would be the final resulting order & customer... it should use the actual customer details (not just the customer details found in the file or API). This patch causes the script rule to evaluate based on customer details post-match if a link to an existing customer was performed.
14	Bug	4/15/2024	Changed Copy Product offer button to open the popup with copied offer details pre-filled, without making a copy in the database first. This will prevent unwanted offers from being created if the popup is closed without saving.
13	Bug	4/15/2024	Customer Continuity (or Autoship) sequence editor fix and enhancement. If either the Profile or Shipping methods shown on the popup are inactive... they will be noted as such on the interface, by the word "inactive" being displayed after the profile or ship method name. The user will be required to choose an active profile before being allowed to save changes to this record. This change also fixes an issue, where an inactive profile or shipment method still attached to the Continuity records was not displayed... and another profile or shipment method would be auto selected... resulting in an unintended change.
12	Bug	4/15/2024	Fixes: Required Fee validation condition for script rules would result in error.
11	Bug	4/15/2024	Fixed: Fixed issue with selected SKU for an inventory adjustment not being displayed in the table after the adjustment request has been added. Application also no prevents the Apply button from being used until at least one adjustment request has been added to the table.
10	Bug	4/15/2024	Fixed: Adjust Inventory Screen. If user clicked on the 'Apply Adjustment' before adding records to the adjustments preview table, the interface would not allow any new adjustments to be added.
9	Bug	4/15/2024	Fixed: Fixed issues with "Show Stopped {Autoships/Continuity}" checkbox on CS screen. Checkbox was not re-hiding the stopped autoships when the checkbox was cleared.
8	Bug	4/15/2024	Summary of changes: Formatted [Next Ship Date],[Subscriber Since], & [Last Order Date] alias' for notifications to be date only.
7	Bug	4/15/2024	Fixed: Fixed issue with logged in user list on System menu. Error would occur when attempting to change the records per page setting.
6	Bug	4/15/2024	Added SQL index to improve performance of some real time auth related reports.
5	Bug	4/15/2024	Fixed email comparison logic used for matching to existing customers in the Order Import. Prior logic could allow some very similar but not exact email match to result in a false match to an existing customer.
4	Feature	4/15/2024	Add logging for Tax framework. Effected areas are given below: (a) New Order Entry screen (b) New Order Entry (SIM) (c) Item add edit popup (d) Edit Shipping popup (e) Refund or RMA popup (f) CS event activity popup (g) Autoship Processing Job (h) OLXOrderImportV4 Logging enabled details about what information was sent/received from both internal and external tax services. Also provides correlation IDs that can be used to identify tax calc details resulting in the current tax attached to an order item.
3	Feature	4/15/2024	Added additional fields for SIM client/server communication to provide more information needed by SIM action modules.
2	Feature	4/15/2024	Stub for client custom feature
1	Bug	4/15/2024	Stub for client custom feature

Build R20.7

What's New

20.7 patch 8

Added new Payment Batch creation filter.

Options are:

Disabled: Filter not used

will act as normal, all items in pay ready will process

Include Declines - Only include items that have declined in a prior payment attempt.

if there are 2 items in pay ready

one had previously declined and the other hadn't;
ONLY the item with prior decline will process

Partial Options 1

NOT checked Require all debit items to process together in a single transaction
checked Prevent Partial Order Processing

Result - excluded item with no decline, processed previously declined item

Partial Options 2

checked Require all debit items to process together in a single transaction
NOT checked Prevent Partial Order Processing

Result - no eligible records to display

Exclude Declines - Exclude any items that have been declined in a prior payment attempt.

if there are 2 items in pay ready

one had previously declined and the other hadn't;
ONLY the item withOUT prior decline will process

Partial Options 1

NOT checked Require all debit items to process together in a single transaction
checked Prevent Partial Order Processing

Result - item without decline processed, item with decline did not process

Partial Options 2

checked Require all debit items to process together in a single transaction
NOT checked Prevent Partial Order Processing

Result - no eligible records to display

Patches

Patch	Type	Date	Description
8	Feature	4/3/2024	Added new Payment Batch creation filter. Options are: Disabled: Filter not used Include Declines - Only include items that have declined in a prior payment attempt Exclude Declines - Exclude any items that have been declined in a prior payment attempt.
7	Bug	4/3/2024	Tax System fixes - Allow tax overrides done at a jurisdiction done at one level, to negate base tax rates defined for lower-level jurisdictions - Allowed new default tax provider (V2) to use override rates if present even if base tax rates could not be obtained. - disabled pre-auth attempt when tax calculation failed.
6	Bug	2/29/2024	CS Call Log Fixes/Changes ------------------------------- Fixes to play recording hyperlinks on various screens (Campaign, call log, etc) Added voiceprint id to CS call log and popup Fixed refresh of list after updating individual call disposition. Added sort descending on call ID
5	Feature	2/28/2024	Call Log changes: 1. Added employee number & disposition to call table list screen 2. Removed revenue and extension columns 3. Fixed formatting of header 4. Minor style adjustments to Edit Call popup 5. Allowed disposition of call to be changed (occurs in real time when drop down list is selected) except for Sales.
4	Feature	2/28/2024	Automatically prefill the CTI Extension popup (during login) with the Extension value in the employee profile. User can still change this value at login or hit skip to disable CTI for current session.
3	Feature	2/28/2024	Stub for client custom feature
2	Feature	2/28/2024	Stub for client custom feature
1	Bug	2/28/2024	Fixed: Fix for optional feature Call Disposition Type Client restriction for Call Disposition types would not show call disposition types that are not associated to a client.

Build R20.6

What's New

While 20.6 is mostly bug fixes we do want to make note that:

R20.6 p6 adds ability to dedupe customers based on FName, LName, and Email.
R20.6 p13 adds a CS Event to customers affected by checking the Update Existing Customer box when making changes to active continuities in the system.

Patches

Patch	Type	Date	Description
23	Bug	2/8/2024	Fixed validation error that would occur when saving an autoship that has just been stopped. Validation indicated that next ship date is required, when it is not required when stopped.
22	Bug	2/2/2024	Fixed an issue that would prevent SIM actions conditions from evaluating properly when comparing "Field matches"; that is custom inputs that have been added to the SIM form.
21	Bug	2/1/2024	Fixed crash on entering Order Entry page using an existing customer address profile that did not have a County set.
20	Bug	2/1/2024	Fixed: Inventory SKU substitution not showing details for all substituted records in tooltip.
19	Bug	1/30/2024	Fixed: Fixed issue with Upcoming notifications when attempting to run it ad-hoc form the GUI.
18	Feature	1/23/2024	OLX Support tool enhancement
17	Bug	1/23/2024	Fixed: Retail delivery fee drop down in Required Fee script rule condition was showing base items name instead of the product offer name.
16	Bug	1/23/2024	Fixed: Employee setup screen would allow inactive clients to be assigned to an employee. Now they are hidden (unless already linked with the employee record)
15	Feature	1/23/2024	Add reason codes drop down to Inventory Adjustment screen. Value is preset to generic "Adjusted" reason, but now can be manually changed by the user performing the action.
14	Bug	1/23/2024	Portal's Pay Now corrupts the Credit Card Expiry date format (for stripe only). Eventually this leads to the prepayment processing job marking items as Invalid. Fixed formatting of expiration date when tokenized stripe cards are saved in Portal.
13	Feature	1/23/2024	Add CS event to customers affected by a Sequence pricing change (that has been applied to existing continuity customers).
12	Bug	1/23/2024	OLX Support tool enhancement
11	Bug	1/23/2024	Fixed limit on time span evaluation in a procedure that evaluates whether or not an on-hold item should retain inventory. Only was an issue in certain scenarios where hold date of an item was set far into the future.
10	Feature	1/23/2024	Added new layout including the field named 'SKU' to the Autoshipment Retention report.
9	Feature	1/23/2024	Update Delivery fee taxes for Colorado and add records for Minnesota.
8	Bug	1/23/2024	Sale Order does not work when Payment Processing Account name has special character (') in there.
7	Feature	1/23/2024	Add optional feature for Back Order release process to take Inventory Location into account when deciding to remove items from BO status. Off by default, can be activated by OLX Support team.
6	Feature	1/23/2024	Added a new De-dupe customer mode for "First Name, Last Name, Email" for clients that primarily contact customers using email over phone.
5	Bug	1/23/2024	Product Guarantee list page was showing client id instead of client name.
4	Bug	1/23/2024	Updated libraries used by Customer Portal to newer more secure versions.
3	Bug	1/23/2024	When adjusting next ship dates based on actual shipment date this process will now also take into consideration the base order (first shipment), if there are no prior autoship generated orders.
2	Feature	1/23/2024	Stub for client custom feature.
1	Bug	1/23/2024	Optimization of code for inventory indicator display

Build R20.5

What's New

We would like to spotlight a new feature introduced with this latest release.

20.5 patch 11 and 20.5 patch 13 are continuity/subscription features we are excited to show you in this build:

20.5 patch 11

Added a small feature to allow an autoship/continuity to be un-stuck if it is on hold because a prior order has not shipped. A warning icon will be shown on the continuity line, which an agent can click OK to remove the hold and allow it to generate orders again.

Added exclamation icon button will appear for each autoshipment if ALL of the following are TRUE:

The next ship date is in the current date OR past,
The "created but not shipped" bit on the autoship is true,

This means a prior order created but did not make it to a final status (cancelled items, declined payment, any status prior to shipment)

The autoship is not stopped or on hold.

20.5 patch 13

1. Add checkbox above subscriptions grid to show stopped subscriptions (by default it will show only active ones)

2. Changed grid column heading from "Subscriber since" to "Subscriber since / Order". Add base order number as well.

3. Whenever autoshipment is edited, Add the following in the CS event's notes field. "Edited customer {continuity label}: {Sequence description}".

Also, add the base order number in the Order ID of that CS event. Similarly, Customer Portal should also add CS Event on edit of Cty

Patch 11 displays a popup:

Clicking OK will remove the hold and allow the next order to be created.
Clicking Cancel will close the popup with no action taken.

Patch 13.3 CS events from editing subscriptions will now display with the description in the Notes field and base order ID in the OrderID column:

Patches

Patch	Type	Date	Description
17	Feature	1/4/2024	Portal Users - If the user has not registered but they have been "invited" and they request a password reset despite not having an account yet, the application will now send their email invitation to them again.
16	Feature	12/28/2024	Implemented a new tax service for OLX. Service will provide more accurate rates based on street address and not just zip code & county. **Use of the Tax Provider 2 is optional for this release, please contact support if you would like to use this feature.**
15	Bug	12/4/2023	Fixed the following issues with SIM actions and conditions: 1. Fixed the logic behind the "Product Offer Max quantity" and "Product Offer Min quantity" conditions. These did not appear to be working correctly. They should work as follows: When used as an IF condition, or as a SIM condition for an action: a) When the item is not selected at all the response is False does not pass b) For Min quantity, the response is True if the quantity is equal to or above min quantity c) For Max quantity, the response is True if the quantity is equal to or less than the max quantity When used as a THEN condition for a script rule: a) When the item is not selected at all the response is False, does not pass b) For Min Quantity, the offer quantity must be at least the min quantity or greater c) For Max Quantity, the offer must be the max quantity or less. 2) Fixed SIM issue with generic custom "Action" buttons added to a form that are rendered as Radio buttons. Action buttons with a "Clear Offers" action would lose the Clear Offers action when opened for editing. The code was managing these like Product Buttons, which automatically manage the corresponding actions for setting and deselecting products, when it should not. 3) Fixed "Replace Offer (if selected)" SIM action to preserve the quantity of item that was selected before. 4) Fixed GUI issue, where unusable popup would appear while attempting to delete a condition from a SIM action.
14	Feature	11/20/2023	Stub for client custom feature
13	Feature	11/20/2023	1. Add checkbox above subscriptions grid to show stopped subscriptions (by default it will show only active ones) 2. Changed grid column heading from "Subscriber since" to "Subscriber since / Order". Add base order number as well. 3. Whenever autoshipment is edited, Add the following in the CS event's notes field. "Edited customer {continuity label}: {Sequence description}". Also, add the base order number in the Order ID of that CS event. Similarly, Customer Portal should also add CS Event on edit of Cty
12	Bug	11/20/2023	Fixed: On the Prepayment Processing screen, the selected clients, groups, and campaigns would not retain the values of the last selected schedule when the scheduling interface was closed. Also, when expanding schedules in the scheduling interface the advanced filter would not de-selected items that were not included in the selected schedule.
11	Feature	11/20/2023	Added a small feature to allow an autoship/continuity to be un-stuck if it is on hold because a prior order has not shipped. A warning icon will be shown on the continuity line, which an agent can click to remove the hold and allow it to generate orders again.
10	Bug	11/20/2023	Fixed: a) Continuity Processing screen is showing inactive clients. b) Selected clients disappear upon clicking "Show Schedules".
9	Bug	11/20/2023	Summary of changes: On order entry page - fixed rounding on coupon price validation which could result in a manager override being required (when it is not). Also fixed a typo.
8	Bug	11/20/2023	Misc receipt screen fixes 1. Removed client ID as required field (None is a valid value) 2. The supplier drop down is now filtered by the select client (if either record is associated with a client) 3. Client & Supplier drop down are restricted based on employee client restrictions. 4. Added time component to receipt order date since field supports time (and imported receipts can also have time). This also fixes sorting for manually entered receipts that have been entered on the same day... so they are displayed from most to least recent.
7	Bug	11/20/2023	Fixed the validation of the Continuity/Autoship profile drop down for the Customer Sequence popup. Added GUI indicator to denote that this field is required.
6	Bug	11/20/2023	Fixed Email profile popup: 1. Turned off auto complete for fields. 2. When profile is deleted, popup now closes automatically
4	Bug	11/20/2023	Changed how Customer Autoship/Continuity tracks the customer ID being updated, to help prevent issues with corrupt records when a customer is being viewed in another browser tab.
3	Bug	11/20/2023	Fixed SIM first installment tooltip. Was displaying NULL instead of pre-auth amount.
2	Bug	11/20/2023	Fixed: Changed Product description length from 100 to 500 characters.
1	Feature	11/20/2023	Enhancement to OLX Support tool.

Build R20.4

What's New

Patches

Patch	Type	Date	Description
14	Bug	11/09/2023	Fixed issue that could cause a token from a prior transaction to be used again IF there was a format issue with the current token being processed
13	Bug	11/08/2023	Fixed compatibility issue with imported/API orders sourced from Buyist/Mojo. Removed rounding of validation from discounts when calculation method in API settings is "Total"
12	Feature	11/06/2023	Created new history table for Inventory troubleshooting. Created history table named "tblOrderDetailInventoryItemHistory" for table "tblOrderDetailInventoryItem". Created triggers to populate records by Updates & Deletes (but not inserts) to the main table "tblOrderDetailInventoryItem".
11	Bug	10/27/2023	Fixed crash that would occur in some cases using Order Detail screens Mark Item Shipped feature.
10	Bug	10/27/2023	Fixed: Broken validation for Item Name (Product Offer Popup)
9	Bug	10/27/2023	Fixed: Broken validation for "Product Group" field on Edit Item popup.
8	Bug	10/27/2023	Fixed: Fixed unintended changes in settle mode when account is changed on the Create Payment Batch screen. For example, if SETTLE ONLY mode is selected, and the account is changed... the SETTLE ONLY selection should remain selected unless the selected account does not support this operation.
7	Bug	10/27/2023	Fixed customer dedupe errors which could occur for customers who had a Customer Portal invitation re-sent via the Customer Service screen (by an agent in behalf of the customer).
6	Bug	10/27/2023	Modified Processing Overview page queries to help prevent DB locking, performance issues.
5	Bug	10/27/2023	Fixed issue: Some filters on the CS Event lookup not working. Disabled display of CS events until some filter criteria is provided.
4	Bug	10/27/2023	Fixed: Fixed crash on Royalty Preferences popup that could occur when tabbing out of a field without a valid number entered.
3	Bug	10/27/2023	Fixed ordering of Upcoming Instances of processing jobs list on processing screens. Changed order to show most recent first.
2	Bug	10/27/2023	Fixed: When editing the settings for a scheduled report, the delivery settings email validation button did not work. It would show a 'page not found' error when clicked.
1	Bug	10/27/2023	Added 50-character limit to the order number input text field for batch order entry.

Build R20.3

What's New

If you currently use the OLX Inventory SKU Import (orderlogix.com) you will want to make sure to update the spec you are using.

We have edited the spec to support multiple warehouse locations using pipes in specific fields. Along with this new feature we have added 2 new fields for Client and Search Order.

To support the two fields, we've added Default Client and Default Search Order at configurator screen.

Patches

Patch	Type	Date	Description
13	Bug	10/17/2023	Fixed issue: Tax framework was not receiving Address fields from classic order entry and SIM pages. Potentially needed by some tax integrations.
12	Feature	9/30/2023	Add two new fields to Spec of InventorySKUAssociation import. Client (InventoryItem's field) SearchOrder (InventoryLoation's field) To support above two fields add default client and (default search order at configurator screen. Support for multiple locations using same fields specs via pipe delimited. Following fields can have multiple values using pipe. "LOCATION", UNIT OF MEASUREMENT", "UNIT OF MEASURE COUNT", "QUANTITY", "SEARCH ORDER"
11	Feature	9/30/2023	CS Order lookup 1) Add token as a search criteria. CS Product Lookup 1) Remove "credit card number" filter 2) Add filters for first 6,last 4 (like in order lookup) 3) Add token as a search criteria
10	Bug	9/30/2023	Fixed: Navigation back button for the Order & Customer detail screens was not working correctly when the user got to these screens via a page other than the CS menu lookup screens. (EG: The lookup history in the sidebar)
9	Feature	9/30/2023	Added new alias's Client and Campaign to Sales notifications templates
8	Bug	9/30/2023	Fixed typo on SIM order entry screen. Redeem Coupon text was misspelled.
7	Bug	9/30/2023	Fixed: Filters on Locations list do not persist after a single location is edited and saved.
6	Bug	9/30/2023	Fixed: "Today" button on the Add CS Event's date picker component wasn't putting today's date in the Date field.
5	Bug	9/30/2023	Fixed: Datawarehouse export configurator page unresponsive when accessing the page via the main Processing screen. Prior to fix, this screen would only work when accessing via the reports menu.
4	Bug	9/30/2023	Fixed: Time displayed on the Managed Order Exceptions list could be incorrect in time zones other than EST.
3	Bug	9/30/2023	Fixed: Order items inventory records modified date was not updated when items ship. No functional impact but this information is useful for debugging.
2	Feature	9/30/2023	Created new optional feature to allow Call Disposition records to be associated with a Call Disposition Type. This type can be used for reporting and/or by modules that need this extra detail. Types can be managed by a new list screen located here on the menu: Campaigns->Call Data->Call Disposition types Individual call dispositions can also be associated with a type using the Edit Call Disposition popup. Feature is disabled by default but can be enabled by request.
1	Feature	9/30/2023	Modified the appearance of some of the newer screens (for example the Tax accounts popup), to have a similar style as the rest of the existing screens in the application.

Build R20.2

What's New

20.2 patch 8

Added email validation for the popup Billing/Address form for use on SIM pages. Email format is now validated when the user tabs away from the Email Address field.

Patches

Patch	Type	Date	Description
12	Bug	9/15/2023	Fixed: Customer Detail screen: The Reason Code filter for the CS Activities list was not working.
11	Bug	9/15/2023	Fixed print purchase order batch button on purchase order batch list screen. Button now opens the report viewer for the selected batch.
10	Bug	9/15/2023	Fixed: On Customer detail screen, the customer data shown in tiles get removed when the panel containing that information is collapsed and then expanded again. Also, when the panel was collapsed, the first tile would remain visible when it should have been hidden.
9	Bug	9/15/2023	Fixed: Purchase order print button did not generate a report file.
8	Feature	9/15/2023	Added email validation for the popup Billing/Address form for use on SIM pages. Email format is now validated when the user tabs away from the Email Address field.
7	Bug	9/15/2023	Changes to customer dedupe process to exclude records with bad phone numbers only for mode (firstName, lastName, phone)
6	Bug	9/15/2023	Fixed: Purchase order copy function didn't work. Cost column in PO list view was not showing dollar amount.
5	Bug	9/15/2023	Fixed issue that could cause RMA/Credit popup to crash when saving.
4	Bug	9/15/2023	Fixed: Fixed issue with client-side issues with Delivery options tab (found on some schedulable Processing screens) that could interfere with the saving or updating of saved schedules.
3	Bug	9/15/2023	Fixed filters for Purchase Order List screen
2	Bug	9/15/2023	Fixed issue with item status changes to manually processed items (on the Order Detail screen) When: a) A item was processed in a Auth-only transaction b) and the default System Preferences specified a auth settlement mode of Auth-Fulfill-Ship Confirm-Settle The item status would be unchanged after processing the Auth, when the item status should have been changed to Ship Ready
1	Bug	9/15/2023	Fixed pagination issue in receive inventory item popup.

Build R20.1

What's New

This spotlight is an update to a recently introduced feature:

R20.1 p12 - Added Option to Enable/Disable Orders Lock on Order in Process of Shipping (orderlogix.com)

Made order locked status an optional feature that can be enabled/disabled via system preferences.

Location of option: Edit System Preferences: System/Continuity Tab

Patches

Patch	Type	Date	Description
14	Bug	7/31/2023	Changed the default start date from 1/1/2000 to current day, Fixed issue with campaign data being displayed next to the wrong employee.
13	Bug	7/28/2023	Prevent API HoldOrderForReview method from acting on already shipped orders.
12	Feature	7/28/2023	Made order locked status an optional feature that can be enabled/disabled via system preferences Location of option: Edit System Preferences: System/Continuity Tab
11	Bug	7/28/2023	Fixed a bug which could cause the same CS event to be displayed more than once in the Customer Detail screen event list.
10	Feature	7/28/2023	Added phone number field to the RealTime Auth Report
9	Bug	7/28/2023	Fixed following issue for Purchase Order Batch List screen: View Export Options (note, this only works if a options module is installed for the batches PO type)
8	Bug	7/28/2023	Fixed issue: Downloaded file (secured with PGP and/or zip) includes download page HTML contents in addition to encrypted data.
7	Bug	7/28/2023	Changed product selection interface for the Product Offers filter on the Data Warehouse export. The old select list would load all Offers, which could cause an application crash for clients with a large number of products.
6	Bug	7/28/2023	Fixed purchase order list page column missing data as well as filtering by a PO batch.
5	Bug	7/28/2023	Optimized some SQL procedures to help performance with Order Detail and Payment Overview screens.
4	Bug	7/28/2023	Added missing USE_TAX_AMOUNT_INSTEAD_OF_TAX_RATE option to Manage Order Exception screen settings options. Fixed mapping for api/import setting that corresponds to UNIT_PRICE_DECIMAL_PRECISION setting.
3	Bug	7/28/2023	Fixed error/crash when choosing CANCEL as a status on a purchase order.
2	Feature	7/28/2023	Stub custom feature
1	Bug	7/28/2023	Fixed issue where marking an item shipped may associate selected items to older shipment transactions on the same order rather than creating a new shipment transaction.

Build R20

What's New

Our biggest visual change is coming in Release 20 and we are excited!!

Menu's are larger and easier to read. Menu selections stay open, this means no more hover issues and losing the menu you're trying to navigate to. This will take some getting used to as we have also merged some menu's into a new home.

The OrderLogix logo is the "Home" button and will still display the server you are logged on to if you hover over the logo.
The new user icon is where you can change your password or user preferences as well as log off **remember to log off and not "x" out of the browser session

The help icon will open a new tab taking you to the Help Desk where you can find articles or tickets.

OrderLogix Support

R20 video walk through

**Changed the number of days for Auth.net expended credit eligibility from 120 to 180 days.

Patches

Patch	Type	Date	Description
33	Bug	6/28/2023	Fixed issues while deleting the SIM script form due to SQL dependencies.
32	Bug	6/22/2023	Fixed issue which would cause County name to be blank, when an imported (or API) order contains a SHIP TO ZipCode with extended (+4) digits.
31	Bug	6/20/2023	Customer Portal: Included states for other supported countries in the Address profile popup. Integrated Country/State into one drop down selection and it now includes states from Canada & Mexico
30	Bug	6/20/2023	Fixed issue which could lead to a "missing credit card" error, when entering a new order for an existing customer using Authorize Dot net tokenized payments.
29	Bug	6/19/2023	Fixed issue with Mark Shipped popup, where items that are manually marked as Shipped may not update the status of the customers autoships which prevents a new order until the last has shipped. This would cause autoships to be stuck if the last order was marked shipped manually.
28	Feature	6/19/2023	Updated payment overview page
27	Bug	6/15/2023	Fixed an issue which could cause the following message to appear when adding a new Batch Creation schedule: "You did not select any products to process. No batches created." This message should only appear when handling an ad-hoc batch creation attempt without the necessary fields selected first.
26	Bug	6/14/2023	Fixed issue with Edit Item popup, which would prevent the values from being saved when the user was prompted to also void or cancel a pre-auth (because of the edit)
25	Bug	6/14/2023	Fixed Customer Portal Pay Now (for installments) feature.
24	Bug	6/14/2023	Fixed validation for Autoship/Continuity sequence popup. Added check to ensure that at least one product offer is attached to the sequence before it can be saved.
23	Bug	6/14/2023	Fixed issue: item could appear more than once in the Mark As Paid popup
22	Feature	6/9/2023	Create multiple autoships from Customer Detail screen feature.
21	Bug	6/9/2023	Fixed issue that could prevent the upload of CS And Sales training scripts/documents
20	Feature	6/9/2023	Customer portal alternate pre-registration mode
19	Feature	6/9/2023	Changed the number of days for Auth.net expended credit eligibility from 120 to 180 days.
18	Bug	6/9/2023	Fixed issue with incomplete logged in user list
17	Bug	6/9/2023	Fixed process single order popup. It will now put zero priced items in a payment batch for the selected account rather than promoting them to ship ready status (consistent with how it works in batch processing)
16	Feature	6/9/2023	Customer portal admin options to enable/disable specific autoship edits by customer
15	Feature	6/9/2023	Implemented Braintree Pay Form for Customer Portal
14	Feature	6/9/2023	Customer portal payment profile management changes.
13	Bug	6/9/2023	Fixed Customer Detail orders list grid which was displaying some amounts in the wrong columns. a) Amount Paid was including cancelled items b) Net Total was not including cancelled items.
12	Bug	6/9/2023	Fixed issue with import not setting the reason code for 'pending review' items
11	Bug	6/1/2023	Default sorting to customer portal address and customer endpoints. Implemented default sorting on cards and addresses endpoints used by the customer portal (Most recent first)
10	Feature	5/16/2023	Redesigned top menu.
9	Feature	5/16/2023	Extension to support custom feature
8	Feature	5/16/2023	Extension to support custom feature
7	Feature	5/16/2023	Extension to support custom feature
6	Feature	5/16/2023	Extension to support custom feature
5	Feature	5/16/2023	Extension to support custom feature
4	Feature	5/16/2023	Extension to support custom feature
3	Feature	5/16/2023	Added graphical hints to order detail page.
2	Feature	5/16/2023	New scheduling options for schedules that run hourly.
1	Feature	5/16/2023	Prerequisites to support upcoming feature.

Build R19.3

Patch	Type	Description
7	Bug	Fixed issue: Allow invalid payment script option not working for Order entry screen. Allow Invalid payment script option not working for SIM as well. NOTE: This option allows invalid payment information to be entered and should be used with caution. While invalid card numbers may be entered, payment pre-auths will fail to validate the card- so this option should be turned off.
6	Feature	Adjustments to Lock Order feature introduced in patch #451. Payment & Address profiles are now editable on the CS screen, however locked orders will be hidden from the secondary popup that offers to apply changes to existing orders.
5	Bug	Fixed error when requesting an autoshipment/subscription change from the Customer Portal
4	Bug	Fixed issue where the account used for processing an RMA (when a credit using an external account has been selected), would not appear when viewing the RMA again from the RMA lookup.
3	Bug	Fixed issue: Unable to reset employee password when clicking Save after using the Apply button. An error message indicating that the password had already been used recently would display.
2	Bug	Hid Upcoming notifications and Dunning letter processes from generic process screen (because they have their own dedicated tabs in the menu). These screens also do not support scheduling... so they are incompatible in that view. Fixed issue with automated purchasing screen freeze when viewed in generic processes screen.
1	Bug	Customer detail screen will not show customer's payment profiles when any tokenized payment has invalid token (or token does not consist of 3 required parts). Due to this error entire list of payment profiles get disappeared.

Build R19.2

What's New

Some CS actions will be prevented when an order is in Item Awaiting Ship-Confirm.

Adjustments to Lock Order feature introduced in patch #451. Payment & Address profiles are now editable on the CS screen, however locked orders will be hidden from the secondary popup that offers to apply changes to existing orders.

No Address or Address Profile Edits (Customer, Billing, or Payment).
No Payment or Payment Profile Edits.
No Order Item Changes via Item Action Toolbar.
No editing of individual items that are in Awaiting Ship Confirm status (add/edit popup).
There's a new option Allow cancellation of Shipped Items on the System Preferences screen under the System/Continuity tab. When this is enabled the Cancel button on the order details screen will still work regardless of Locked status of order.
When order is Locked, Edit Customer, Edit Shipping Address, Edit Payment will be disabled as well.
When order is Locked order item level actions will be disabled.
Order Detail Order Status tile should display Locked when order is disabled.

Patches

Patch	Type	Description
24	Bug	Fixed issue with New Order for customer popup. Bill & Ship address drop down lists were showing inactive (deleted) payment & address profiles.
23	Feature	API change for Portal - Implemented pagination to optimize slow api response
22	Bug	Fix: Editing the quantity while creating refund results in zero tax if no third part tax system is being used.
21	Bug	Fixed issue: SIM based orders are not storing the Money Order Number in the check number field.
20	Bug	Fixed issues: Data retention job was failing for clients whose having id length is greater than 2 in the database.
19	Bug	Fixed issue with SIM not saving money order number a check.
18	Bug	Finderfile lookup for call entry optimization for maildate sorting
17	Bug	Auth.NET tokenization fix. Didn't work in production mode. Allow re-attempts when card is reentered.
16	Bug	Fixed error which prevented Customer Portal return request confirmation from being sent to customer.
15	Bug	Fixed: CCFirst6 and CCLast4 are null (in Payment profile table) for Credit Cards entered through customer portal
14	Feature	Customer Portal change: When an order has an item that is shipping, indicated by the items in a status of Awaiting Ship Confirm or Shipped Awaiting Settlement; prevent the Portal user from changing the Billing & Payment addresses on the Order detail screen. Also prevent the user from cancelling the order. In the latter case, payment/shipment should still not be changed until the payment is fully captured.
13	Bug	Fixed continuity mailing list report so that it could run as a scheduled report. This did not work before because it required some temporary data preparation prior to running (which would only occur when the report was run ad-hoc)
12	Bug	Fixed issue which would cause Script/Call popup to display the Order Entry page, rather than a call summary when the call was submitted.
11	Feature	Temporarily prevent some CS actions while an order has shipped and is awaiting shipment confirmation. 1) No Address or Address Profile Edits (Customer, Billing, or Payment) 2) No Payment or Payment Profile Edits 3) No Order Item Changes via Item Action Toolbar 4) No editing of individual items that are in Awaiting Ship Confirm status (add/edit popup)
10	Bug	Fixed following Scenario: 1. If multiple autoships are spawned by the same base item, and the "Use quantity of item from initial order" option is enabled for each of them, only one of the autoships would have the quantity set correctly.
9	Bug	Fixed CS screen to properly display the Next Ship date on autoships (that also included a delivery fee item) Fixed shipment confirmation to properly update the next ship date (for autoships whose last order included a delivery fee item)
8	Bug	Fixed issue which could prevent the Mark Shipped popup (Order Detail page) from successfully updating items to shipped status.
7	Bug	Update modified data on Bin List record when additional data is imported for an existing file.
6	Bug	Fix to SIM, to deselect an item whose quantity has been set to zero.
5	Bug	Improved spacing and font sizes on CS & Sales Overview pages, and Processing Home page. Should allow numbers on tiles to fit better.
4	Bug	Fixed: Allow Invalid Payment option (on Script Wizard) does not save when the Script is saved.
3	Bug	Small improvement to Auth Without Order detection, to be more resilient when there is bad data in the payment pre-authorization table.
2	Feature	Added reports access to users in the "Read Only" role.
1	Bug	Some minor fixes to make standard order entry page more keyboard friendly. Not every area of the Order Page can be used by keyboard exclusively, but some improvements were made in the address areas. Fixed tab ordering of the fields in the Shipment address area, and automatically focused the radio button selection of addresses (when there is an ambiguous zip code entered).

Build R19.1

Patch	Type	Descriptions
1	Bug	Fixed issue: Shipping amount is not being added to order's pre-auth total (when the product offers default shipping amount is zero but the user adds shipping to item on Order entry screen) Also fixed tax amount rounding difference of 1 cent (Total Tax on Order was missing 1 cent)
2	Bug	Fixed missing parameter error for Item Import.
3	Bug	Fixed "Multiply Shipping by Quantity" option for offers not working in SIM.
4	Bug	Fixed issue which could potentially cause an item that has already paid to be put into a second payment batch even though it was already paid. This affected the Process Order (process single order) popup. Paid items are not normally be eligible to be processed via this screen (but in some special cases, the item status has allowed them to be selected. This safeguard prevents them from being put into a batch and processed).
5	Bug	Modifications to Process Payment popup. Add new "Shipped?" checkbox to the GUI which appears only in case of settle mode. When unchecked, it will show items in various status' including Ship Ready that have a valid Pre-auth already. When the checkbox is selected. Items in "Shipped Awaiting Settlement" will be shown, and can be selected and processed.
6	Bug	Implemented payment profile soft delete. Records are now marked deleted rather than removed from system entirely. This is to help solve some edge case scenarios where there were bugs caused by deleted records.
7	Bug	Fixed import issue which could cause Paid items that were back-ordered to be released to the wrong status when inventory was re-added to the system. Items were going into back-ordered status before they could be set to ship-ready status... and therefore could not rollback to ship-ready when inventory was added Fixed issue where extraneous CS events would be created when previewing an import file Also added safeguard to move fully paid items to Ship Ready if they are encountered during prepayment processing (Item processing)
8	Bug	Fixed issue: Agent extension (for CTI users) was not being logged in the login history table.
9	Bug	Fixed issue where pre-auth tax amount in SIM may not match the final order tax amount. Tax calculation in SIM was not including district tax in pre-auth amount, but it was being included in the final order.
10	Bug	Fixed "Multiply Shipping by Quantity" option for offers not working in SIM when quantity is changed programmatically (using SIM actions)
11	Bug	Added setting for Bad Dept data retention (on Edit Client popup). This retention period is taken into consideration along with other final status' on closed orders. Clarified wording on Data Retention tab help text. It used to display the phrase "Disable Retention for that Status", and now displays "Enable permanent retention for that Status", since -1 disables purging of the payment data.
12	Bug	Fixed issue with CTY batch report where it was not showing the custom and inventory details sub reports
13	Bug	Fixed issue with Customer Portal payment methods screen, where the user would not be able to add a new payment profile unless they already had one. Also added logic to hid Add Payment button if the Portal user is not yet a customer in the OLX system. This functionality will be visible after the customer has placed their first order.
14	Bug	Implemented fix to issue which could prevent a address profile from being deleted when it was used by an autoship that is no longer active. Deletion should be allowed as the address profile is no longer needed. Also implemented soft-delete* of customer address records, to prevent issues with the display of past autoship subscriptions in the customer portal. * record is not actually deleted, but instead set to inactive so it is not usable for new orders/subscriptions.
15	Bug	Fixed Issues: Left side bar collapse/expand not working from Order Details screen. In some cases, Customer Address profile would allow save when some required fields are blank.
16	Bug	Fixed issue: District tax was not included in the tax calculation performed by the standard Order Entry page. Fixed by changing web service call to alternate service that provides this data, and fixed scripts on page to use this additional data.
17	Bug	Fixed: Prepayment processing screen's advanced filters were not working correctly Client/Campaign/and Product Group.

Build R19 (5.1.417)

What's New

406 - Improved CS Event Logging of Order and Item IDs (orderlogix.com)

We have added a small, though very important, feature that can be found on the Customer Detail screen under Customer Interactions. Now you will see the OrderID listed when action buttons are used from the Order Detail screen. If a specific line item was handled the Item ID will be notated when hovering over the OrderID.

Patches

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot Patch	Type	Description
417		Feature	Updated libraries used for communication with various services, Http, FTP, Email, as well as Zip & PGP file handling.
416		Bug	Updated some core dependencies to latest, more secure versions.
415		Feature	Added configuration screen options for updating an existing bin list file and choosing a client.
414		Bug	Fixed issue which could cause the API log viewer to display the wrong client ID for API posts.
413		Bug	Add support for refunds on orders with multiple debit transactions
412		Feature	Added new Shipped Only and Charge Only filters to the available filter criteria for payment batch creation.
411		Bug	Fixed issue where next ship date was not being updated correctly when multiple autoships are combined onto the same order.
410		Feature	Fixed error when assigning warehouse locations to an inventory item. Also expanded capacity of some fields in the warehouse location record.
409		Feature	Note: This feature is not available in all installed instances of OLX yet, it requires additional software to be configured. Added Finder File import as standard import Added finder file management screen to the menu: Company Data->Advertising->Manage Finder Files. The primary way for getting Finder File data into the application is by using the Import, however this screen can be used to modify individual entries in the finder file table.
408		Bug	Fixed links to Employee Visualizer an Online Stats dashboards.
407		Bug	Fixed issue where settings for some order actions could be taken from the first Store record in the database, instead of the store indicated by the users context/api post data. This could be a problem in instances where more than one portal Store is configured.
406		Feature	Added improved logging of Order & Item details to CS events that are performed by agents. Order number should be shown for more actions that before. Also, a tool tip was added to the column containing the order number. If item details were recorded in connection with the CS event... the tool tip will show what items were affected.

Build R18 (5.1.405)

What's New

R18 supports state required Tax Fees

Patches

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot Patch	Type	Description
	4	Bug	417-Upgrade communication libraries
	3	Bug	413-Add support for refunds on orders with multiple debit transactions
	2	Bug	415-Bin List enhancement.
	1	Bug	411-Fix to multi-autoship on same order processing.
405		Bug	Fixed issue that could in some cases prevent an order from being created in SIM. If a product was selected, but the qty had the invalid value of 0... some form elements could be duplicated resulting in a crash during order submission. Code has been fixed to properly handle this scenario.
404		Bug	Fixed issue where Custom Fields 1-5 could not be set using SIM actions.
403		Feature	Modified AuthNET integration to send indicator of recurring payments.
402		Bug	Fixed issue where SIM order entry forms may not appear in a popup window for certain sources.
401		Bug	Fixed issue with Portal Auth.NET integration. Portal was not setting CC First 6 & Last 4 details of payment profiles when tokenized payments were entered, and it was not reliably re-using the existing Auth.NET customer ID (when one could be found in a customer existing list of tokenized payments for the same account).
400		Bug	Enhanced logic for releasing items from Pending Review when the prior status was "Ship Ready". The payment status of the item will now be checked, and if there is no valid Preauth or successful payment transaction... the item will be changed to Pay Ready (rather than returned to Ship Ready which was the prior status). This is to accommodate exports which put items in pending review after it has already reach a ship ready status once, but then the payment status changed before it could be shipped again.
399		Bug	SIM Buttons that cleared offers would remove the association SIM action to clear the offers when the form was reloaded for editing. Modified the functionality so that the remove-offers logic is only set/cleared automatically for buttons that are part of a radio button group. Otherwise, they should retain their user defined behavior.
398		Bug	Fixed issues: 1. Navigation to customer record is not working for ContinuityMailingList report (currently it is showing customer print popup)
396		Feature	Added new feature to evaluate delivery fees as a tax. This is implemented as a new tax category that can be associated with products. The built-in tax calculator (as well as third-party tax integrations) can use a tax category to calculate additional taxes that may be required for a specific region. These fee items typically will appear on the order an additional zero priced item... with a tax. Enhanced continuity/autoship processing to be capable of adding additional items to each auto-generated order. This is primarily intended to be used with Fee offers but can be used for any type of offer. Offers that are tagged as a delivery fee but calculate to zero will automatically be left off of the auto generated orders. Finally, a new script rule condition type the can be used for checking for the existence of a fee offer has been created. This can be attached to scripts to enforce that fees are added (based on whatever "IF" conditions for the rule have been defined) Note: there is a new supplemental tax table with delivery fee specific taxes. The patch pre-populates that table with delivery fees for the state of Colorado, but additional data can be added by a future update if other states have similar requirements.

Build R17 (5.1.397)

What's New

R17 introduces a new Tax Table for US Regions located under Company Data > Payment Data > Tax Table. This allows for quicker and easier edits to state, county, city, and district tax rates. One of the most convenient features as part of this new tax table is being able to filter to find the region you are looking for without having to scroll through page after page of listings.

Patches

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot Patch	Type	Description
397		Bug	Fixed GUI glitch for Order Exception page (grid header covering 20% of screen)
395		Bug	1. Fixed New order creation from customer details screen showing error "doDisposition error:isCC is not defined" 2. Fixed missing formatting.js error in browser console.
394		Bug	Fix to allow selected delivery method changes on the Upcoming Notifications screen to be properly saved to the related notifications that are automatically generated.
393		Bug	Optimized customer portal endpoint for gathering order information.
392		Bug	Fix to Auth.NET API processor to work correctly with Auth Only batches.
391		Bug	NOTE: Only applies if this feature is installed. Not available in all instances. Fixed issue with finder file record selection causing country to be auto-filled into state field.
390		Feature	Add Ship Phone Number property to Global Script Rule (framework). Prior to this, custom script rule conditions only had access to billing phone number.
389		Feature	Fixed issue when preparing notifications that included grids. New alias named 'Hold Until Date' for notifications type Sale has been added to following types of grids Order Details Order Details - Installments
388		Feature	Added support for SIM screen popup to display a selection window when there are multiple finder addresses found.
386		Bug	Fixed issue: Cancel button for Customer Information Popup not working (sporadically)
385		Bug	Fixed issue: safeguard to prevent items from shipping again was not working.
384		Bug	Fixed issue with tax being set to 0.00 when items are edited by a CS agent.
383		Feature	Created basic tax table maintenance screen for the internal tax table. Located under Company Data->Payment Data->Tax Table
382		Feature	Added default settle mode for Order Imports if the option is not configured in app settings.
381		Bug	Fixed issue that was occurring in some instances, where RMA exchange feature would crash because CS Event could not be created.

Build #16 (5.1.380)

What's New

We have been busy with this latest build. We have an exciting feature we want to spotlight specifically 5.1.378. We have seen our clients hurdling through shipping and logistic challenges over the last couple years and we want to help alleviate as much of that as we can. We have worked on our SKU Substitution and are turning it back on!

Now you have the ability to designate replacement inventory SKU's for any or all of your inventory items as well as determine when those replacement SKU's are to be used. Jump over to the Inventory Item article and read up on the wide range of conditions that can be configured.

Patches

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot Patch	Type	Description
	4		Fix to customer autoship popup error when saving changes to product rows
374	3		Banned Address script rule... reapply part of SQL patch that had an error.
382	2		Added default settle mode for Order Imports if the option is not configured in app settings.
381	1		Fix to error creating CS event for RMA exchange (in some instances)
380		Bug	Optimized orders endpoint for portal, was taking too long to run in some instances.
379		Feature	Add datepicker and custom paging to rollback screens of AdminUtils area (For OLX support staff use)
378		Feature	Reactivate feature originally described in patch #5.1.16, but not formally introduced now. Original note: Inventory can be exchanged, one SKU for another, when inventory is allocated to order items. Virtually any criteria related to the order can be used to determine if a SKU substitution is performed. Also, inventory specific criteria such as the depletion of an original SKU or the date of allocation can be taken into consideration.
377		Bug	Description: Fixed issue- RMA/Refund warning tooltip text was not being displayed.
376		Feature	Note: This feature is not available in all installed instances of OLX yet, it requires additional software to be configured. This feature adds the ability to enter a call based on a finder file record. Agent can perform a search on the finder file table... then choose a result and start a call from this information. Details from the file will be pre-set on the call entry screen (both Standard or SIM)
375		Bug	Internal code modifications
374		Feature	Note: This feature is not available in all installed instances of OLX yet, it requires additional software to be configured. This feature includes a management screen for Banned Addresses, that can be used in conjunction with a Banned Address script rule condition. The script rules can the be used to block... or perform other actions based on a match of an address. The script rule can be configured to use a predefined list that has been created from the management screen.
373		Feature	Added a feature that allows printing of a set of SIM forms. To use this feature, view the SIM form in preview mode by hitting the Preview button on the SIM form management screen. When the SIM script preview is active, hit the Print button once to enter "print preview" mode. In this mode, individual forms can be shown/hidden using the accordion style bars at the top of each form. Hidden forms will not be printed. Forms will be displayed in the default order according to how they were arranged in the SIM form management tab. Hitting the Print button a second time causes the browser print popup to appear, where the visible forms can be previewed and printed.
372		Bug	Fixed issue where in some cases, the "total records" count on the notifications tab (on the CS detail screen) would be incorrect.
371		Feature	Allowed client name to be viewed in additional places in the application, as well as included client as a searchable field on the various CS lookup screens. 1. Add client field at lookup screens Event lookup, Customer lookup, Orders, Product and RMA lookup 2. Add client tooltip to Event and Customer lookup screen (to show multiple clients) 3. Add client field at customer and order detail screens

Build 5.1.370

What's New

This is one of our larger releases and we would like to draw your attention to two major features that we know you are going love (but don't stop with just these two, keep reading below for the rest of the new and improved coming your way).

5.1.365 You now have the option to update EXISTING continuities in your system!

5.1.360 We are always looking for new ways we can improve security in OrderLogix. We now offer our default payment processor Authorize.Net with Tokenization during order entry. Now when agents are manually entering an order and enter a customers credit card number a token will be generated and stored in the customers payment profile.

Patches

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot Patch	Type	Description
370		Bug	Fixed silent error in preparing data for Future Shipments tab (on Customer Detail screen). Was causing excessive/unnecessary error logs.
369		Bug	Fixed application crash that would occur for CTI users, when the application was reset, due to application reset, module installation, etc.
368		Bug	Fixed crash with Refund popup when refunding items created with script required offers feature.
367		Bug	Fixed sql injection vulnerability and auto complete issue with the data entry agent screen
366		Bug	CTI interface "Go To Customer" feature would allow navigation, even if no customer match was found based on the phone number. This would result in a crash when navigating to the CS screen without a valid ID. Added warning message that no customer is selected to prevent this from occuring. Warning message text is: "No contact selected or no customer matching the phone number was found. Please use lookup screen or select Go To Order to enter a new call."
365		Feature	New feature to apply some autoship sequence changes to existing customers autoship subscriptions. For each existing autoship sequence slot, it can propagate changes to the offer, qty, pricing, recurrence and cycle days. To invoke this feature, the user must check the "apply to existing customers" checkbox on the bottom of the screen. When selecting this option, the system will check to see if any customers have customized autoships (their individual autoship has been edited by a CS agent). If any customized autoships are found, the system will display a prompt asking whether or not those customers autoships should also be updated. This feature does not affect orders that have already been created, just the customer sequences for upcoming orders. This feature has some limitation. 1. It does not add new sequence products to existing customer subscriptions. 2. It cannot delete sequence products from existing customer subscriptions. It can only modify autoship products that were there when the customer enrolled.
364		Feature	Some minor improvements to the Payment Batch List screen. Added new Process Batch popup which shows the overall status of the batch using charts, and also includes some details about dollar amounts processed.
363		Bug	Fixed edge case scenario, where CS Event saved for one customer, but appeared on different customer... if another customer had been open in another tab during the addition of the event record.
362		Bug	Optimization/Simplification of Portal link generation procedure
361		Bug	Fixed issue: When creating a new order for an existing customer, and existing pay & ship profiles are selected, and a "Customer Service" type source is used (resulting in the call/script popup appearing first) then the selected pay & ship profile information would not be automatically populated in the new order screen.
360		Feature	Added tokenization interface for accepting Auth.net payments without storing credit card in OLX from the Order Entry page. Included updated Auth.NET API Payment module as standard/bundled module.
359		Feature	Fixed issue: Manager override popup was not being presented on Order Entry page when needed. Also fixed spelling and grammatical errors with manager override popup messages.
358		Bug	Fixed some issues with tax framework 1) Product ID was not being passed in the Add item popup (needed by some integrations) 2) Core tax calculator was not being used by Refund popup. 3) Added date/iscredit indicators- (needed by some integrations)
357		Feature	Added a safeguard to prevent rare issue where item that is already in a payment batch could be added to a batch again (when concurrent processes are running)
356		Bug	Fixed issue with the refund unit price showing difference price than the original price when there is a discount.
355		Bug	Fixed issue that could cause an employee record to be listed more than once in the employee list screen.
354		Bug	Internal code modification
353		Feature	Modified Set Attributes action in SIM to make relative adjustments to the quantity of an item. Items can be added/subtracted by appending a + or - character before the number in the action settings.
352		Bug	Fix for inventory adjustment import (which also affects inventory sync imports). Fixed SKU lookup to ignore inactive SKU's, which could result in ambiguous lookup errors at runtime.
351		Feature	Data Warehouse improvements 1. Allow more than 5 columns in "flattened mode" (new option added in DW config screen) 2. Consolidated some SQL/code used by both DW modes Unrelated fix also added: Fixed JS issue with Single Job Status component, which could prevent the output from displaying when some jobs run.
350		Feature	More changes to support integration of React based application pages. Continuation of changes originally introduced in 5.1.283
349		Bug	Internal code modification

Build 5.1.348

What's New

Patches

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot - Patch	Description
	7	369 Fixed application crash that would occur for CTI users, when the application was reset, due to application reset, module installation, etc.
	6	368 Fixed crash with Refund popup when refunding items created with script required offers feature.
	5	367 Fixed sql injection vulnerability and auto complete issue with the data entry agent screen
	4	366 CTI interface "Go To Customer" feature would allow navigation, even if no customer match was found based on the phone number. This would result in a crash when navigating to the CS screen without a valid ID. Added warning message that no customer is selected to prevent this from occuring. Warning message text is: "No contact selected or no customer matching the phone number was found. Please use lookup screen or select Go To Order to enter a new call."
	3	.359 Manager override popup was not being presented on Order Entry page when needed. Also fixed spelling and grammatical errors with manager override popup messages.
	2	.358 Fixed some issues with tax framework 1) Product ID was not being passed in the Add item popup (needed by some integrations) 2) Core tax calculator was not being used by Refund popup. 3) Added date/iscredit indicators- (needed by some integrations)
	1	.349 Fixed following issues: 1) Moved code to add realtime auth items upd directly under code that adds realtime auth. This allows the items to be available during the processing of the transaction.
348		Correct functionality: When editing an orders payment information, whose address/payment details are also used by a autoship for the customer... a popup/prompt should ask if the new address should apply to the autoship... or the autoship should continue using the same address it was using before. If the user chooses to leave the autship unchanged... the autoship profile should still point to the old unchanged address profile, while the orders payment should have a new address Fixed following issues: When editing a payment (but not the address), error message occurred: "Conversion from string "" to type 'Integer' is not valid." The popup should not need to be displayed unless a new address profile occurred... which should happen if the address is modified.
347		Scheduler stability improvements and fixes to multi-server job management features.
346		Fixed following issues: 1) Upcoming notifications were not being filtered out of the CS Notifications list. 2) The pager did not work on the CS Notifications tab (on the Customer Detail page)
345		Add tooltip to show password criteria via small question mark icon to following screens: 1. Self Service Registration 2. Password Change (after login) 3. Forgot Password reset screen
344		Customer Portal: Added missing Spanish translation for some labels where it was missing.
343		Fixed issue: When existing user is being copied it is not copying roles, groups/departments, permissions and clients.
342		Summary of changes: Net Sales Report - Modify filter logic for country to use the string function CSActivity report - Increase temp table #tmpCSE size for DisplayText from 32 to 50.
341		Aliases substitution in process alert messages was not always working when the parent job contained a lot of settings information. Depending on the schedule, some details about the job could be truncated when the related alert job was created... resulting in the prior job ID being truncated... which is needed for alias handling to work.
340		Fixed issue with notifications overflowing allotted space on prepare notifications popup.
339		Fixed issue where upcoming notification process created unnecessary redundant jobs.
338		Fixed issue caused by patch #314. The intent of that patch was to suppress duplicate jobs and only run the latest instance of like jobs. However this was also affecting sub-jobs that were spawned by imports. Added clause to the update to ignore jobs that are part of a group of related jobs... these should all be run in their entirety.
337		Added a new module framework for Notification APIs. Instead of using the OLX built in SMTP integration, notifications can now sent to a module that can send notifications via an external notifications platforms. Modules are developed separately. Adjustments to portal link creation, to work better with "unattached accounts" that were created prior to an order being entered.
336		Automated Delivery for notifications was always acting on All Templates, regardless of selection. Now it will act only the selected template (and selected scripts related to template) when one is selected. Changed wording next to checkbox to indicate that 'all scripts' for the template will be sent when checked (to make it more clear)
335		Added additional base class methods for fixed width file imports.
334		Added missing email template placeholder for customer portal anonymous help requests.

Build 5.1.333

What's New

A few new features to point out with our latest build.

5.1.269 has moved Process History out of a sub menu and Process Alerts are found on the specific schedule for import, export, or report by clicking on the envelope icon for the associated schedule.

The server the job ran on is now listed on the Process History for more transparency under the Server column.

System > Scheduler > Active Jobs has been updated with the Server column as well.

5.1.282 Handles Upcoming Notifications

One of our newest features that we know many of you are going to be thrilled to start using is email notifications for future events in the system. These types of events are next scheduled subscription order, upcoming installment payments, and even upcoming subscriptions that have an expired credit card profile associated.

This is a proactive way to communicate with your customers and allow for a smooth procession of these events.

5.1.302 Allows for the use of External Payment Accounts.

We have heard your requests for a cleaner method to track outside payments in Orderlogix. Now you can setup an external account and it will batch daily to enable to you have those payments displayed in Batch Reports. Keep in mind these accounts do not integrate with a gateway, they are simply a record keeping tool.

5.1.333 Adds the ability to use Finder Files during manual order entry via the Classic Order Entry page. This is an al a carte module, please reach out to Customer Support for more information.

Finder Files allows you to import a lookup file and the spec will prepopulate customer info based on search of last name + zip or finder#

Patches

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot Patch	Description
333		Created a framework for allowing a javascript based extension for doing Address lookup, or "Finder File" lookup to the Classic Order Entry page. SIM order entry pages not included in this patch. Pre-defined lookup modules which have been installed can be selected from the Script configuration popup.
332		Fixed intermittent issue with automatic navigation to SIM forms as a result of a received call in CTI. In some cases, the SIM screen would not open in a new window.
331		Internal code modification
330		Fixed issue with tax not being calculated in SIM order entry forms (unless a tax provider module that always calculates tax regardless of scripts settings is used).
329		Authorization popup was showing incorrect dollar amount when previous transaction resulted into decline, upon subsequent successful attempt it was sum declined+approved dollar amount which is not correct. Fixed: Popup visibility issue in case of MultiAuthorization (DEBIT/CREDIT) Fixed: RadTabStrip alignment issue Fixed: Payment Authorization popup close button icon
328		Fedex has changed its Tracking URL format from: http://www.fedex.com/Tracking?tracknumbers= to: https://www.fedex.com/fedextrack/?trknbr= Updated OLX app to use this URL when generating hyperlinks.
327		Included "OLX Autoship Sequence Import" to be bundled with core application.
326		Fixed SIM validation of regular (Not Telechecks). Validation was saying field was still required, even though the field was filled in.
325		Fixed issue with inventory not being de-allocated from items when the items are cancelled as a result of RMA expiration. This applies to exchange items that are attached to a RMA.
324		Provided safeguard which will help prevent posted call log data from being updated after an order has already been created from the call data. Call log data should represent the last known call data when the order is created. Fixed uncaught error which prevented call posted data from being saved when the finished order was submitted (Order was still created but log data was not saved)
323		Fixed issue where in some cases, the same item could be displayed multiple times in the Customer Detail screen, order history grid.
322		Implemented ping on SIM Order Entry screen, to allow the call record to be updated every 5 minutes, indicating that the call is still in progress. This is a safeguard to prevent the Auth Without Order process from handling the call while the call is still in progress.
321		Fixed issue: Call count and Commission Amount tiles on the sales agent desktop were not producing a value.
320		Fixes and enhancements to the Customer Portal 1. Added hidden option for alternate URLs, to be used with new portal account invitation, password resets, or other account actions. This is for use in scenarios where there are multiple websites that use the same Portal 2. Fixes to Multi-Portal support. CS agents can now select which Portal to send an invitations for (if there are multiple portals). Password links, account messages will now originate from the correct portal 3. Added campaign level association of Orders to a Portal (and to alternate URL's if they have been installed). These settings allow notifications to create invitations to the correct portal based on the order campaign. Customers can have multiple accounts, one per Portal in OLX, so they can be invited to each separately based on which campaigns they have ordered from. 4. Added additional external endpoints to allow some account actions (password resets, invitations) to be implemented on a website (rather than using the built-in screens of the Portal) 5. Fixed DB performance issue that could occur when users login without an associated customer yet (in cases where they have a Portal Account created in advance of placing a first order) 6. Fixed error loading orders when there are encrypted expiration dates. Some older instances may contain these.
319		Redesigned the Portal account lookup options tab. The previous interface allowed individual control of required/optional fields, but was not usable for complex scenarios... such as: "This field is required if this other field is blank". Changed interface to allow the selection of a predefined lookup scheme, and currently there are 2 different lookup schemes supported.
318		Containerization related fixes
317		Implemented Customer Portal activity logging. Most actions performed by a customer within the portal are now logged to tables which can be used to build reports. (Reports can be developed by request, estimate may be needed)
316		This patch adds the following features. 1. Visibility of messages sent from the Customer Portal on the CS Screen (for CS Staff). 2. (Optional) A Messages tab to allow customers to see what messages they have sent to CS. This feature is enabled by selecting a view mode in the Portal admin menu : Company->Email->Email View Mode A future update will allow customers to also view replies and direct messages received from CS... but this is not implemented yet. 3. Options to determine when emails are sent from the Portal to a support Email address. The options are a) Send an email for every customer request (Help, Request return, etc). This is the pre-existing and default mode b) Send an email only once for each request type (Help, Return, etc) per Customer Order. Additional messages will not result in emails... but any new messages posted by the customer will be visible in OLX on the customer detail screen. c) Send an email only once per customer. The first customer request for a customer will result an in email being sent. After that all subsequent messages will only be visible on the OLX customer detail screen. d) Do not send email. Customer requests do not result in emails being sent, but the messages still appear on the customer detail screen.
315		Fixed a few issues observed with the Upcoming Notifications process. 1. Redundant template ID's were appearing in job instances created to handle sending notifications. This probably did not cause any functional issue, but may have contributed to unnecessary extra processing time. 2. Fixed issue where the send notification jobs were not associated the right scripts for each template. Prior to this fix, all selected scripts for all template was being included. Now, separate notification delivery jobs for each template is created... with only the scripts selected for that template being included in the job. 3. Fixed issue with Process Active checkbox de-selecting when editing the grid. 4. Suppressed adding notifications (CS events) to customers who do not have an Email address.
314		Scheduler enhancement to cancel redundant past-due scheduled jobs when the application has been offline for a while. This helps prevent unnecessary system load on startup. Only the most recent past-due job will be run after the application scheduler is turned back on, and older duplicate instances of the same job will be cancelled
313		Fixed bug which could cause a custom checkbox report filter to be selected, when opening a schedule that had saved the value as de-selected.
312		OrderLogix staff support tool enhancement.
311		1. Fixed issue with Zip code not working when country was not filled in yet. 2. Reviewed form to make sure validation of fields still works when saving. 3. Fixed county lookup button visibility issue (should appear only when country is USA)
310		Fixed bill and ship address fields in OLX order import. Only the combined addresses were being passed, now separate Address 1 & 2 fields are being passed for script rule implementations that need it.
309		Added local browser memory of Language selection for Customer Portal. Whatever language that is chosen by a customer visiting the portal will be selected by default when they return to the site. If no prior preference is chosen, the site default will be used. Only English & Spanish supported at this time. Also added parameter for use when Portal is embedded inside a website. Hint can be passed into the IFRAME containing the Portal to indicate the language. This can be useful for pre-setting the language if this information is known for a logged in customer on a website. Then parameter name is "Lang" and the accepted values are "EN", "English", "ES", or "Spanish"
308		Modified Order auto recovery (aka Auth Without Orders process) to put items in a status of Item Pending Review... when the order has been recovered by this automated process. This allows CS agents to review the orders and confirm that the orders are actually valid before any further processing activity takes place.
307		Restored/migrated Order Delete functionality for Customer Detail screen (Order History Grid)
306		Fixed issue that could cause manually entered Telecheck orders to crash on entry.
305		Added alias validation to the Edit Notification Template screen. If invalid aliases are detected, the user will be prompted and given the option to remove the aliases automatically. This feature will also remove javascript blocks and style classes which do not work in most email clients (inline styles on elements, which are the recommended way to style emails is still allowed). Suggested reading related to HTML emails: https://customer.io/blog/how-to-make-css-play-nice-in-html-emails-without-breaking-everything/
304		Added safeguard to notifications framework to prevent the same exact notification email from being sent twice in a set period of time. Default time span is 1 day. This setting is accessible in the company settings control panel.
303		Added form data logging to SIM, so that a snapshot of the form contents is preserved in the DB when the user navigates to different forms in a script. The state is also preserved so that if an Auth is performed, but the order is not submitted properly... it may be possible to recover the order from the details collected so far.
302		Added a new feature which allows payment processing accounts to be configured as "external accounts". These accounts will not processed in OLX, but items can be added to batches when refunding (or processing RMA's) as an alternative to the default associated account for the item. This allows credits to be handled by external means... such a a "paper check", while allowing the item to still be marked refunded/paid in the application.
301		Fixed issue where Client filter was not being applied to reports
300		Fixed browser script error in Standard Edition OLX instances, which could prevent tax from being calculated on the Order Entry page
299		Fixed issue with Copy Product feature. When copying an item that inventory associated with it, it would not be able to save correctly... because the associated inventory was still linked with the original product... causing an error when saving.
298		Added support for address validation using custom script rules A popup will show if there are multiple addresses found using the api. If there is only one valid address then popup will not show and correct the address automatically in the order entry screen Generic js function selectAddressValidation() and onLookupAddressValidation() were added to support custom validations
297		Fixed issue with payment information entered from Portal not being saved in the correct format in the database.
296		Added more enhancements to upcoming notifications. 1. Modified notifications core to have a new template type of "Autoship" (This may be relabeled to a different name depending on system preferences) These Templates are for use with Autoship notifications, which are managed from the Upcoming Notifications screen. Templates of this type support alias' specific to Autoships, and related shipment & payment profile details. 2. Added CCFirst6 and CCLast4 columns to the payment profile table. Added payment profile history as a standard table (this may already exists in some installed instances). History table now also tracks CCFirst6 and Last4 3. Added simpler to use Auto-send notifications capability to Upcoming Notifications screen. Any configured upcoming notification events that are set to "Auto Send" will automatically prepare and send emails. This shortcut eliminates the need to use the Automated Notifications screen to automate this process. 4. Added "delivery window" for upcoming notifications. The process runs regularly, but the emails will only be sent during the specified time window. Any notifications that occur outside that window will be sent at the beginning of the next valid time window.
295		Fixed following shortcuts for OrderLookup screen {Shift}F4 - Populate Last Name, First Name and Zip code for CS Order Lookup Pages. {Ctrl}{Shift}F4 - Populate Last Name, First Name and Zip code for CS Order Lookup Pages, toggle between 10 and 100 records.
294		Removed dropdown & delete button used to delete selected columns - added delete icon into header on click will delete header When the grid type is changed, the grid build/preview is reset (we can't have columns from different types mixed which was causing an error) Fixed window height issue, preventing a vertical scrollbar
293		Fixed some issues with Payment and Payment Profile popups. a) Fixes to interface. Sometimes the Token refresh button will be visible when the form was in Credit Card Entry mode b) In some cases, the interface would not allow the user to save the card or token, after switching the mode. c) Reviewed validation... so that correct validation for type of payment is applied.
292		Fedex has changed its Tracking URL format from: http://www.fedex.com/Tracking?tracknumbers= to: https://www.fedex.com/fedextrack/?trknbr= Updated OLX app to use this URL when generating hyperlinks.
291		Added tax provider option to ignore OLX script settings related to taxable states, and to allow the provider to determine if items are taxed. Modified Script management screen to hide the "taxable states" area when a tax provider that ignores OLX tax settings is selected.
290		Technical fixes to improve handling of errors when submitting a manual order fails.
289		Added option to disable the display of the Privacy request form.
288		Activated updated Continuity Processing screen. Change originally described in patch 5.1.47. Includes updated scheduler controls, and fixes to the print popup.
287		Fixed issue where export selection screen was defaulting to "None" rather than "Select A Client" when first navigating to the screen, or selecting existing schedules to edit.
286		Modified the procedure of Back Order Release Job to take into account payment method as well. If the item is paid by check or money order... it should be treated as a paid item and be sorted higher in the list of items that are returned.
285		Reactivated updated Generic Process screen (See patch #213) for full notes about change
284		Internal code reorganization to allow pre-compilation of application pages, and for compatibility with new hosting environments.
283		Added application support for React based inline features and popups. Also includes optional Customer Contact Email feature (disabled by default) which uses this framework. Interface to enable this feature was not included at this time, since causes some changes to the system preference screen and requires documentation. It can be enabled by OLX staff
282		Add new Upcoming Notifications process feature, located in the menu under Company Data->Notifications->Upcoming Notifications. The purpose of this feature is to generate email notifications for customers for certain upcoming events, such as an upcoming notification, or an installment that is about to come due. This feature works by creating CS events describing the upcoming event, which can trigger the email notifications. A new screen is provided which allows an administrator to choose the notification template, as well as trigger criteria for such messages to go out.
281		Fixed issue with customer Autoship sequence settings popup. This popup was not correctly validating input, which could result in the screen being saved with an alternate Shipment Method selected, but no begin and end dates (which are required when an alternate ship method is selected)
280		Scripts have an option to allow user to edit shipping amount (Off by default). This option worked in standard Order Entry... but not in SIM. In Sim, there were a couple of issues. a) The shipping prices was not editable b) Shipping could be unchecked... even though the option was turned off. Although it didn't affect the actual charged shipping in the final order. c) Revert to original amount button/feature was missing (as it exists in standard order entry) When "Edit Shipping Amt" is checked shipping price should be editable at SIM form, which was read-only before this fix.
279		Fixed error when opening Customer Address Profiles with an international Zip code. Disabled zip validation when country code is not USA, MEX, or CAN Prevented saving address profile if zip code is invalid, and country code is USA, MEX, or CAN
278		Fixed issue with Order Import/API. In some scenarios, the tax on shipping was not being applied correctly when the 'multiply shipping by quantity' option is enabled, resulting in orders failing validation. Adjusted ORDER_DATE validation - Allow for a time that is up to 10 minutes in the future. This should prevent slight differences in times on servers from causing an issue.
277		Fixed issue with Autoship records that could in certain scenarios, cause them not appear in the customer portal.
276		Updated SIM Rendering screen to provide default phone extension of NA if the Phone Extension is not provided
275		Fixed issue with Mark Shipped popup which would occur if the status text for "Item Shipment Delivered" is customized
274		Fixed a SQL Join error in Data Warehouse Export which could cause duplicate rows when Autoship information is included in the report/export.
273		Fixed: Shipping information displayed on the main Order Detail screen was not always being refreshed after the information had been updated (in the popup)
272		Improved styling of self-service change password in Customer Portal. Added masking to password entry fields.
271		Added feature to customer portal, to allow customers to add a payment profile using Auth.NET... and the payment is tokenized so that card details do not need to be stored in OLX. The option to accept payments via this method can be configured in the customer portal admin control panel.
270		Updated GUI screens that use Bootstrap library to use version 5 (instead of version 3), with the exception of SIM screens which is still using version 3, and will be updated at a later time. This may result in a small change of appearance on some screens, but no functionality changes. Affected screens include: Email Profiles, Customer Portal invitations (on the CS Screen), and Tax Accounts.
269		Scheduler system improvements & bug fix 1. Fix: Cancel Job requests (issued from System->Scheduler->Active Jobs menu) were not working on all app servers. Implemented a table to allow kill job requests to stop the job regardless of which server in the pool is running it. 2. Added a column to the Active Jobs and also Process History screens to show which server a job ran on. 3. Misc sizing/alignment GUI fixes on the Active Jobs and Process History screen. 4. Moved "Process History" top menu item directly under the Processing main menu for easier navigation. 5. Removed the process alerts tab from the Process menu, the recommended way to manage process alerts is on the main processing screen (for example Exports, Imports, etc).. using the envelope icon on a selected schedule.
268		Fixed issue: Export was failing when a very large number of product groups were selected.
267		Fixed issue with CS Notes not being displayed, followed by an error message on the Customer Detail screen. Error message was: "Conversion from type 'DBNull' to type 'String'". Issue only occurred with some customer records.

Build 5.1.266

Hotpatches are patches that make up a future build and are added to an existing build.

Patch	Hot - patch	Description
	26	302 - Added a new feature which allows payment processing accounts to be configured as "external accounts". These accounts will not processed in OLX, but items can be added to batches when refunding (or processing RMA's) as an alterative to the default associated account for the item. This allows credits to be handled by external means... such a a "paper check", while allowing the item to still be marked refunded/paid in the application.
	25	296 - Added more enhacements to upcoming notifications. 1. Modified notifications core to have a new template type of "Autoship" (This may be relabeled to a different name depending on system preferences) These Templates are for use with Autoship notifications, which are managed from the Upcoming Notifications screen. Templates of this type support alias' specific to autoships, and related shipment & payment profile details. 2. Added CCFirst6 and CCLast4 columns to the payment profile table. Added payment profile history as a standard table (this may already exists in some installed isntances). History table now also tracks CCFirst6 and Last4 3. Added simpler to use Auto-send notifications capability to Upcoming Notifications screen. Any configured upcoming notification events that are set to "Auto Send" will automatically prepare and send emails. This shortcut eliminates the need to use the Automated Notifications screen to automate this process. 4. Added "delivery window" for upcoming notifications. The process runs regularly, but the emails will only be sent during the specified time window. Any notifications that occur outside that window will be sent at the beginning of the next valid time window.
	24	299 - Fixed issue with Copy Product feature. When copying an item that inventory associated with it, it would not be able to save correctly... because the associated inventory was still linked with the original product... causing an error when saving.
	23	293 - Fixed some issues with Payment and Payment Profile popups. a) Fixes to interface. Sometimes the Token refresh button will be visible when the form was in Credit Card Entry mode b) In some cases, the interface would not allow the user to save the card or token, after switching the mode. c) Reviewed validation... so that correct validation for type of payment is applied.
	22	268 - Fixed issue: Export was failing when a very large number of product groups were selected.
	21	267 - Fixed issue with CS Notes not being displayed, followed by an error message on the Customer Detail screen. Error message was: "Conversion from type 'DBNull' to type 'String'". Issue only occurred with some customer records.
	20	291 - Added tax provider option to ignore OLX script settings related to taxable states, and to allow the provider to determine if items are taxed. Modified Script management screen to hide the "taxable states" area when a tax provider that ignores OLX tax settings is selected.
	19	301 - Fixed issue where Client filter was not being applied to reports. changes to the client drop down was supposed to update a server side state representing selected clients... and also process any side-effect drop down lists that should be restricted to the selected client. The code to handle this was in the wrong ajax request event hander function. Made small change to prevent error when running in local/dev environment... and there is not a domain/login style login available during testing.
	18	288 - Activated updated Continuity Processing screen. Change originally described in patch 5.1.47. Includes updated scheduler controls, and fixes to the print popup.
	17	286 - Modified the procedure of Back Order Release Job to take into account payment method as well. If the item is paid by check or money order... it should be treated as a paid item and be sorted higher in the list of items that are returned.
	16	281 - Fixed issue with customer autoship sequence settings popup. This popup was not correctly validating input, which could result in the screen being saved with an alternate Shipment Method selected, but no begin and end dates (which are required when an alternate ship method is selected)
	15	280 - Scripts have an option to allow user to edit shipping amount (Off by default). This option worked in standard Order Entry... but not in SIM. In Sim, there were a couple of issues. a) The shipping prices was not editable b) Shipping could be unchecked... even though the option was turned off. Although it didn't affect the actual charged shipping in the final order. c) Revert to original amount button/feature was missing (as it exists in standard order entry) When "Edit Shipping Amt" is checked shipping price should be editable at SIM form, which was readonly before this fix.
	14	277 - Fixed issue with Autoship records that could in certain scenarios, cause them not appear in the customer portal.
	13	276 - Updated SIM Rendering screen to provide default phone extension of NA if the Phone Extension is not provided
	12	274 - Fixed a SQL Join error in Data Warehouse Export which could cause duplicate rows when Autoship information is included in the report/export.
	11	300 - Fixed browser script error in Standard Edition OLX instances, which could prevent tax from being calculated on the Order Entry page
	10	297 - Fixed issue with payment information entered from Portal not being saved in the correct format in the database.
	09	298 - Added support for address validation using custom script rules A popup will show if there are multiple addresses found using the api. if there is only one valid address then popup will not show and correct the address automatically in the order entry screen Generic js functiosn selectAddressValidation() and onLookupAddressValidation() were added to support custom validations.
	08	282 - Add new Upcoming Notifications process feature, located in the menu under Company Data->Notifications->Upcoming Notifications. The purpose of this feature is to generate email notifications for customers for certain upcoming events, such as an upcoming notification, or an installment that is about to come due. This feature works by creating CS events describing the upcoming event, which can trigger the email notifications. A new screen is provided which allows an administrator to choose the notification template, as well as trigger criteria for such messages to go out.
	07	285 - Reactivated updated Generic Process screen (See patch #213) for full notes about change
	06	279 - Fixed error when opening Customer Address Profiles with an international Zip code. Disabled zip validation when country code is not USA, MEX, or CAN Prevented saving address profile if zip code is invalid, and country code is USA, MEX, or CAN
	05	295 - Fixed following shortcuts for OrderLookup screen {Shift}F4 - Populate Last Name, First Name and Zipcode for CS Order Lookup Pages. {Ctrl}{Shift}F4 - Populate Last Name, First Name and Zipcode for CS Order Lookup Pages, toggle between 10 and 100 records.
	04	292 - Fedex has changed its Tracking URL format from http://www.fedex.com/Tracking?tracknumbers= to https://www.fedex.com/fedextrack/?trknbr= Updated OLX app to use this URL when generating hyperlinks.
	03	290 - Technical fixes to improve handling of errors when submitting a manual order fails.
	02	287 - Fixed issue where export selection screen was defaulting to "None" rather than "Select A Client" when first navigating to the screen, or selecting existing schedules to edit.
	01	278 - Fixed issue with Order Import/API. In some scenarios, the tax on shipping was not being applied correctly when the 'multiply shipping by quantity' option is enabled, resulting in orders failing validation. Adjusted ORDER_DATE validation - Allow for a time that is up to 10 minutes in the future. This should prevent slight differences in times on servers from causing an issue.
266		Fixed Data Warehouse stored procedure. SQL error was preventing future autoships from appearing in the report.
265		Create a new print page for the Customer Detail screen. Fixes issues with the content of the grids being blank when this screen is printed.
264		Enhancements to the Tax Calculator subsystem to support multiple tax service accounts (for installed providers), as well as tax category attributes which can be linked with products to inform external tax integrations about how products should be taxed.
263		Added a feature which will allow a Customer Portal administrator to customize (by overriding) any hard-coded text label that appears in the portal. This does not apply to dynamic text areas such as the Welcome Text which is already fully configurable. There is a new tab in the Portal admin screen named Messages/Translation. The admin can select a "phrase" from a drop down list of hard-coded phrases used in the portal... such as "Addresses On File". The admin can enter alternate text to display wherever that phrase appears in the Portal. To clear the override, the admin can remove any custom text that has been entered. The interface allows rich text (HTML), including images to be used... however an administrator must be careful that this does not break the layout of pages where the substituted text appears. Disclaimer: Orderlogix will not be responsible for any layout/display issues caused by custom text/HTML entered using this feature. The interface is optimized using the default text provided by OrderLogix. This feature is provided for convenience, but there may be limits to what text/markup can be displayed depending on where the original phrases are displayed within the Portal. The drop down list of phrases which are available to override are shown in English only. This feature does not offer multiple overrides for different languages at this time, however the override text will be shown regardless of which language is the default for the Portal site (and for the user). If screen space allows, the override text can contain phrases in multiple languages if multilingual users are expected.
262		Fixed issue: Data Warehouse report crash because of 'data would be truncated' error.
261		Fixed issue: Script copy function was not copying selected tokenization payment processing account. Also added UI Fix: Payment processing account dropdown was not displaying in the correct place on the screen.
260		Customer Portal new functionality for autoships/subscriptions, and GUI enhancements. - Information about past & next shipment product details shown in subscription area. - Expanded details about billing, shipping, and payment options shown on subscription list screen. - New options to --- skip next shipment --- change ship interval --- change quantity of item shipped - Warnings about expired, or soon to expire credit cards. - Grouping of active, on hold, and cancelled auto subscriptions.
259		Included Fatal Auth items as an eligible item to include in an external payment batch (using the mark paid feature on the Order Detail screen). Items marked paid in this way will then move to the next status... either Ship Ready or Shipment Delivered depending on a shipment has already occurred.
258		Excluded cancelled items from any order totals (subtotal, grand total, balance due). This is for Portal only, OLX agents will still see the order total with cancelled amounts included.
257		Fixed broken images on Continuity processing screen (Scheduler controls)
256		Fixed broken safeguard feature, when attempting to save a customer autoship sequence.... it should warn the user that there are unsaved changes to the autoship products datagrid. It will now prevent saving the customer sequence until all grid edits have also been saved.
255		Fixed issue where tax rates would be selected from the fallback tax tables, rather than the more accurate zip code based tax table when there were multiple matches for a zip code.
254		Updated appearance of Export Selection screen, as well as improved scheduler control functionality on the page. Hyperlinks for reports no longer require site login for: -Packing slips -Inventory Allocation report Hyperlinks will download the reports without requiring PGP or zip encryption.
253		Fixes: Data Warehouse Report schedule not saving changes when edited (was not saving columns selection)
252		Fixes & Enhancements related to the lockout/logout feature of OLX. 1. Fixed issue with "All Seats Taken" message when a user with a locked screen tries to unlock. The system will allow the user to reclaim their seat, even if there are no seats left for other users to log in. 2. If an administrator logs out a user, while the user is on the lock screen. The users session will automatically log out (within a minute of the administrator action) 3. If the user is idle on the lock screen for more than 2 hours (by default) their session will automatically log out and they will be returned to the login screen. 4. Fixed issue where "lock screen" would appear immediately after logging in. This would occur if the user logged out, but did not close the browser window... and then attempted to log back in. 5. Using the logout button should return the main window back to "login.orderlogix.com", instead of the URL where the client instance was located.
251		1. Registration now records the invitation ID and date/time in the user record when the user is created 2. External registration back-fills an invitation if one was not provided. 3. External registration now adds a cs event to customer record (if the user registering is already a customer) 4. Store config now has an alternate URL for returning/registered users. If not set, defaults to base URL. No interface to set this yet. Links generated from OLX Portal will use one URL or the other based on if they are registered. 5. Fixed issue where whole portal template for invitations was being included in alias for Notifications based invites. The notifications template should be used instead, with only the hyperlink coming from Portal.
250		Fix to improve generation of unique Web Order Number in Autoship/Continuity Processing Job
249		Added support for a generic code module to be run after an order is imported (either by file or API). Used to implement post order modifications, export, or other custom actions.
248		Fixed issue with dupe criteria selection on the Customer DeDupe screen (System->Customer Dedupe) Changing the dupe criteria was not refreshing the grid to show results based on the current selection.
247		Adjusted how "Fatal Auth" items are presented in the Customer Portal. They are now still presented as Due... however the "Pay Now" button is hidden, because the user can no longer release these for payment. We display a message indicating that they will need to contact customer support to resolve.
246		Fixed Issue: Could not send Portal Invitation from the CS screen when the Last Name on the Order didn't match the last name of the customer.
245		Fixed Issue: Required custom field validation was not working for custom fields of type Combobox. Javascript error was preventing order from being submitted.
244		Fixed Issue: Manager override was not applying manager response, nor closing the window after the correct manager ID and password was entered.
243		Fixed Issue: Changing page on the Unresolved Events (On the Customer Overview page)... causes the contents of the grid to disappear.
242		Description: Tracking numbers not clickable Implemented clickable tracking link for DHL in the Order Detail Auth & Detail popup.
241		Internal code modification
240		Internal code modification
239		Fixed the following issues: 1. Product Offer Wizard does not start search with 2 characters typed in 2. Removed unnecessary session usage and clutter from code
238		Added configuration table for access to customer portal external API methods. Config table contains settings for API Key, as well as a schedule ID for obtaining settings for "pull order" jobs initiated by the API.

Build 5.1.237

Patch	Description
237	Don't require CC for tokenized payments When Token is provided, import will not require a fake CC number to be passed. The CC Number can be left blank.
236	Add delete button to Portal User List under Self Service Account tab of Customer Details screen. This feature will allow a users Portal account to be deleted from the system. This is useful in the case where a customer has forgotten their password and they don't remember their security question, and are unable to reset it themselves. Deleting the account does not remove any customer information from the system. If an agent deletes an account, it is recommended that they immediately re-send an invitation link so that the customer can register again. As soon as they re-register they will have access to all of their previous order history. Deleting & recreating the account preserves the security of the account... because only the Customer will know the new password .
235	Activated change ship method for order button (and change history) on the Order Detail screen Removed optional feature... always on. Fixed issue with tooltip not displaying (was being overridden by bootstrap libs)
234	Fixed Issue: The inventory is removed from an existing product when creating a NEW offer with an existing product.
233	Portal Espanol Added Spanish Language localization for Customer Portal. A site level default can be set... and individual users can override the default after they log in. Note, localization applies to hard-coded portal labels and messages only. Translation is not done to dynamic texts such as the Welcome Screen message, terms of service, or other admin configurable messages.
232	Misc minor fixes/changes 1. Fix to not generate packing slip where there is no data 2. Added time stamp to item status history display (CS & Order detail)
231	Fixed the following issues: 1. Order Detail items that were in a payment batch (but not yet successfully processed), was being displayed as ""Paid"" instead of ""Pending"". 2. Comments sent to the help desk from Portal were not being included in the CS Event recorded for the customer.
230	Fixed error with Edit CS Activity feature (in some instances). Mismatch in parameter names was causing an error when user attempted to save changes to an existing CS Activity.
229	Updated Export Processing screen. Updated UI controls and refined how scheduling interface works. Activated feature originally added to build in 5.1.56.
228	Enhancements to allow OLX Scheduler to work better in a container-based environment.
227	RMA - Return terminology modified to Exchange Changed wording from ""Return"" to ""Exchange"" on the RMA Details screen
226	Can not delete Payment profile due to being linked to continuity profile, which is currently stopped Allow payment profiles to be deleted and unlinked from continuity profile if they not being used on an active continuity
225	Internal code modification

Build 5.1224

Patch	Description
224	Allow incoming imported/API orders to be linked with a customer portal account when the email address matches, and the portal account isn't associated with a customer yet. This is to help support SSO registration created Portal accounts.
223	Added a Customer Portal API endpoint for external integrations. The endpoint: api/external/pullorder/{apikey}/{orderid}. Will invoke OLX to run a process/import to fetch the specific order requested.
222	Fixes to the Continuity/Subscription management area of portal. 1. Fixed last & next ship date displays 2. Improved GUI for options related to changing next ship date, and pausing/cancelling. Also fixed Last Ship Date of autoships in OLX... which was not being displayed.
221	Fixed issue: Customer Portal Admin screen was not saving Order Display mode and Autoship/Subscription label values back into database, so settings changes were not being preserved. Add Email as an available alias for Help Desk bound emails. Fixed Admin screen still showing old data after changes were applied, and user navigates away and back to admin area.
220	Customer Portal Limited Theme control Added a color customization controls to the Customer Portal admin screen. This allows limited theming, by setting the color of menus, headers, footers, and a some other elements.

Build 5.1.219

Patch	Description
219	Added embedded mode for Customer Portal. Portal hides header & footer and moves some information to the side bar when embedded mode is enabled. Mode enabled by passing extra parameter ""embedded=true"" in the URL Also fixed bad CS activity code for items cancelled via the portal. Changed from ""Sent Email"" to ""Cancelled""
218	Changed application to open in main browser window (or tab), rather than opening in a new popup window. Also, misc cleanup of unused files in application.
217	Added a controller to allow SSO authentication, where OLX Customer Portal provides authentication services for sites that share customer data with OLX. Provided service provides methods for registering and getting auth session(s) for a customer on an external site (such as Woo commerce). Converted session data in portal from HTML5 local storage to cookies (more secure)
216	Customer Portal- Templates for help desk bound emails Allow Help Desk bound email templates to be edited from the Customer Portal admin screen.
215	Fixed issue with Scheduled & Order Screen reports not running on some servers.
214	Migrate Create Payment Batch screen; Scheduler controls from DEV Activated changes from original patch #5.1.35. Original patch notes as follows: -------------------------------------------------------------------------------- Created new version of Create Payment Batches screen. Updated UI controls and refined how scheduling interface works. Fixed Refund/Order Date sort mode
213	Activated changes from original patch #5.1.43. Original patch notes as follows: -------------------------------------------------------------------------------- Create New Process screen (based on 5.0 version) Created new version of Generic Processes (Processing-->Processes) screen. Uses updated scheduler controls. This screen is used for various module based features, including Data Warehouse, and Automated Purchasing.
212	Fixed issue: Export Archive not showing any results when date filter and Client ID or Spec ID is selected at the same time.
211	Customer Portal setup tab. Created a new Portal Tab in the Cart Store popup, to allow an administrator to create a Customer Portal instance corresponding to the store, as well as to manage administrative users of the portal. It allows the Portal to be initialized (with default values). Portal settings must still be managed from within the Portal itself, but this screen allows the administrative account, which the admin can access once he has created an account for him/herself on this screen. This screen does not allow a Portal to be decommissioned at this time. It also does not provide a shortcut for accessing the portal, but this will be added at a later time... possibly in the top level menu or elsewhere.
210	The Copy feature, for Guarantees was not working correctly.

Build 5.1.209

Patch

Description

209

Lockout feature

Implemented interface Lock mode (to replace automatic logout due to inactivity). When the session is expired, a Lock prompt will appear on the screen, preventing further access to the application. The user can unlock session by re-entering their password.

Included changes for SIM to allow it to stay locked when the SIM form appears after lockout has already occurred. Fixed CTI logic to be able to determine when a SIM form needs to be displayed when a screen pop w/ call connect occurs.

Build 5.1.208

Patch	Description
208	Fixed issue where in some cases, due to order level tax rounding and adjustments... the total item amount for settlement could be higher than the originally authorized amount, resulting in declined payments.
207	Portal Privacy Policy text Added a new Privacy Policy link to the footer of the customer portal, as well as a Admin area screen for configuring which text is displayed. When the link is clicked, the privacy policy will be displayed in a popup window. If no privacy policy text is configured... the link will not be displayed in the footer.
206	Bundled Offer/Import as standard module for installation by default. Fixed issue with install script.
205	Fixed custom field validation issue that was preventing order from being submitted. (when certain demographic options were enabled)
204	Fixed bug which prevented inventory from being released when items are Cancelled via Customer Portal
203	Dunning Letter enhancement Modifications to workflow of existing Dunning Letter process Add new configurable bit to each configuration of Dunning Letter process If due (newly added bit) is true inside configuration it will create event only for if the declined payment was due If due (newly added bit) is false inside configuration it will create event regardless of it's due status in the configuration
202	Customer Portal privacy tab enhancement Implemented personal data request form under Profile--> Privacy (tab). Simple form for user to make a request to a registered help desk email regarding use of their data from the Customer Portal.
201	Continuity Customer List was throwing error related to date/time conversion when parsing expiration date into a date field for the report. Invalid data was causing the report preparation to fail. Added code to ignore bad data if it is encountered.
200	Datagrid paging was broken for Pending Inventory Adjustment list screen. Grid would disappear when selecting a different page.

Build 5.1.199

Patch	Description
199	Fixes to #Transactions and Export Date filters on the export archives screen. Prior to fix, these would return no results when used.
198	The Copy feature, for certain entities such as Campaign, Employees, Product and Source the custom values associated with that entity were not copied onto the new record. Only screens mentioned above are effected by this change as these are using copy & custom values feature at same time. Allowed a KEY to be saved with a blank value (for custom values).
197	Changed the ""Delivery Options"" option in the Defaults section of the System Preferences popup. Removed email server details from this area, and replaced it with a shortcut button to edit these settings on the Email Profiles page instead. The email settings popup on that page provides additional features, such as selecting secure email compatibility (required for Office365 and others and previously inaccessible in the GUI), as well as Test feature to confirm that the email settings are correct. Also added safeguards to prevent reserved profiles ""DefaultDeliveryProfile"" & ""DefaultNotificationProfile"" from being renamed or deleted... as these are required for existing features for file delivery & notifications.
196	Add new Dunning letter process feature, located in the menu under Company Data->Notifications->Dunning Letter Process. Also added fix to automated notification processing, to allow CS Notifications associated with ALL scripts (not just specific scripts) to be selected for a schedule.
195	Fixed issue where selected payment & address profiles that were selected in the ""New order for customer"" popup, were not pre-populate on the new order when the source type is Customer Service and the order is entered via the Call/Script popup. Also, removed unnecessary code which could cause a ""select customer' to popup... when the customer ID is already known.
194	Added SIM client side validation. Text fields can now had validation rules attached to them, which prevent the user from navigating to other pages (or submitting calls/orders) until conditions are met.
193	Add logic to dynamically change item status text from ""Item Pending Review"" to ""Item Pending Review (Portal)"" when items have been put in Pending Review by the Portal (instead by a script rule). This is applicable to OrderDetails/Customer Details items grid and Item Status Report
192	Fixed some ""Script Area"" rendering issues of HTML on the Order Entry page.
191	Added ""Reserved"" inventory count to cause items to be back-ordered before the quantity on hand has been expended. This is for special scenario, and the feature is disabled by default.
190	Fixed issue where refresh token button (on Edit Payment popup) would cause the screen to lock up, forcing the user to close the browser and log back in. This would occur when the payment method was formerly a Credit Card payment and was being switched to a tokenized card payment.

Build 5.1.189

Patch	Description
189	Added logging to capture information about potential sporadic issue with Customer Portal ""pay now"" functionality

Build 5.1.188

Patch	Description
188	Added support for custom methods for Customer Portal API, loadable as modules if placed in a designated folder on the server.
187	Exception management screen fix. Manual changes to the order details (in the exception list) were not being preserved in the exception record. The user should be able to leave this screen, view other screens in the application, and then return to the exception and still see the changes that they made. This is now fixed.

Build 5.1.186

Patch	Description
186	Added a feature to allow payments done outside of OLX to be recorded by a CS agent. A ""Paid Externally"" option was added to the ""Mark Items Paid"" popup on the Order Detail screen. When the user selects this option, they can select items that were paid (outside of OLX), choose a payment account to associate the payment with, and manually enter a transaction reference number.
185	Internal code modifications
184	Additional utilities for OLX support users.

Build 5.1.183

Patch	Description
183	Internal code modifications
182	Shipping Export - Payment Method This is an existing export. Just included on Export Specs menu by default and included in build (not needing separate installation).
181	Customer Portal - UI change for Order Summary and Order Detail page stylized cancelled order items with strike through text style in order make distinction between regular and cancelled items
180	Changed design of SIM form editor to allow editing of interactions while viewing the form. New forms can be created & edited from the script wizard. Added dynamic events based on content found in the markup of the forms, which can programmed in the interaction editor. Added option to disable Preauth in SIM. Setting is in Custom Values of System Preferences, named 'DISABLE_PREAUTH_SUBMIT'. Not disabled by default. Misc bug fixes.
179	Report that pulls Charge Only SKUs Fixed: GrossSales report was not working for specific layout named 'Product Offer/Campaign/Client' Main SQL view named 'vwGrossSalesReport' was missing field 'ProductOffer' in select.
178	Add warehouse location to list available columns
177	CTI fixes/changes 1. Added support for drop-in javascript library to support Mute/Disposition. Added calls to contents of this library (if it exists) in the script that handles mute & dispostion. ' Configured by adding KEY in web.config named ""CTI_JS_Accessory"" ' Include the javascript library declared in the settings. ' The JS file should be installed in the {root}\OLCC_CTI\JS folder ' JS file should provide definitions for: ' - customPauseRecording ' - customResumeRecording ' - customDisposition 2. Fixed issue with menu not rendering because soft-phone positioning JS failed on startup. 3. Changed to prevent issues when agent logs into CTI with a extension with a leading zero. 4. Changes to help CTI re-init if the browse window is completely reloaded.
176	Replaced old notifications Email Preferences with the common Email Profile editor, which has the benefit of allowing email settings to be tested.
175	Added CS Events for Customer Portal registration events (success & failure messages displayed to customer). Also fixed CS Event for successful customer portal logins.

Build 5.1.174

Patch	Description
174	Fixes to Customer Portal summary status, and also added Credit items to the order details that are displayed (highlighted in red)
173	Add help message to appear below successful account lookup confirmation message. Also added a history table for portal configuration changes
172	Added confirmation emails for Portal self-service actions, Refund, Return, Help. Cancel had a confirmation but there was no interface for editing it. Added portal Admin screen template editors for Refund, Return, Help & Cancel confirmation emails.
171	Internal Code modification
170	Missing Item Status text on the order detail screen. This was caused when an item was manually taken out of ""Pending Review"" status, by marking an item complete, and the item had formerly been in Regular Hold status. This is a similar issue than what was described in 5.1.74, however that one handled the case of the issue being caused during Prepayment processing.
169	Internal Code modification

Build 5.1.168

Patch	Description
168	Retail price being incorrect on an item when 1. Item was imported/received by API 2. Item had a qty of greater than 1 3. Item was an installment... and a portion of it had been pre-authorized/paid. Incorrect retail price would result in the wrong order total being displayed on the order detail screen.
167	Customer Portal - Added options to change the image displayed on the ""Contact button"", as well as settings to control if it is hidden, displayed on the top or bottom of the screen, and the content of the tooltip text.
166	Included email address of customer in messages coming from the Portal to a support address/helpdesk system.
165	Cancel Order functionality (in the Portal). Order was being cancelled but void was not being issued. "

Build 5.1.164

Patch	Description
164	All Subs - Self Serve Portal - Registration page - Make 'Email ID' mandatory Email was already mandatory, however email validation could be improved. Implemented help tool tip for email field at Register screen of customer portal. Now user can register with either the email address associated with Customer record or with email address specified during invitation generation.
163	Activate enhanced graphic user interface for prepayment processing screen. 1- Removed ugly Iframe borders 2- Smoother job output when PPP run ad-hoc 3- Improved upcoming/recent jobs popup.
162	API/Order Import not multiplying shipping amount by shipping when the option is activated on the product offer. Also fixed an issue with ""Amount Already Paid"" validation not comparing amounts correctly due to rounding. For example $43.30 would not equal $43.3
161	Delete order feature would fail on orders that had required manager override to be entered.
160	Added new field named "Processed" to Payment Batch List screen (this new filed contain date & time both parts).
159	SIM order/call entry window would not open when entering a new order for existing customer.
158	All Subs - Self Serve Portal - Registration order lookup form changes Customer Portal Changes/Improvements: 1. Add Customer Lookup settings section at Admin panel 2. Extracted Accountlook component from register component in favour of having its own component or to reduce complexity 3. Account lookup page now has configurable fields - which can be enabled/disabled via Admin panel 4. Add dynamic Help Text/ Watermark / Tooltip to fields of Account lookup screen
157	Sku Search is not Working on Receipt Page Fixed issue: Type-ahead SKU filtering for receipt item was not filtering the list of SKU names properly.
156	Installments are being held in High Dollar amount review queue, though it was released once. Fixed issue: Each installment item was going into Item Invalid status even base item was already marked as complete.
155	USA and CA - The refund amount shown in the success popup is incorrect. Fixed issue: Single Payment popup on Order Details screen was showing incorrect amount for refund transaction
154	The last 4 digits of the credit card numbers are not being stored in OLX and hence we are not able to search for the orders using the last 4 of the credit card. (For tokenized payments)
153	Tooltips and help for Customer Portal Implemented help tooltip and watermark for inputs available at registration ""generate invitation"" screen
152	Added support view to Customer Portal so that an admin user can log in and impersonate a customer for debugging and review purposes. Integrated support & portal admin into regular navigation interface of portal (for users with correct permissions)
151	Edit Shipping popup would crash if the zip code of the order was invalid (according to our own zip code) table. For example some international zip codes contain less than 5 digits. It now loads correctly with any zip code present.
150	CA - Self Serve Portal - USD currency is shown instead of CAD Back-end changes to support which Currency code & symbols are displayed on the customer portal.
149	Net Sales Report Not Working Fix to Net Sales Report results being blank with certain parameter settings.
148	API Detail Not Showing API Log Fixed: API Log detail popup window was not opening when the edit button on the list was clicked. Also, make sure that exceptions management interface is enabled (if it is not already).

Build 5.1.147

Patch	Description
147	Fixed a couple issues with Customer Portal email features 1. Change items requests were not being sent to 'help desk' address 2. Subject line of change items request did not contain Country code
146	The refund amount shown in the success popup is incorrect. Single Payment popup on Order Details screen was showing incorrect amount for refund transaction. Modification to single payment popup to show sum of amount(for all transactions processed) instead of just first transaction amount. This can occur when there are multiple transactions involved, such as in the case that the items being credited were originally authorized in more than one transaction.
145	Import framework needs to get DLL name from spec instead of schedule Import framework was getting the DLL name from the schedule/instance instead of from the import spec table.
144	Portal email profile integration Added interface to allow any Email Profiles configured in OLX to be used for sending email form the Portal. Added configurable email addresses for email messages destined for a help desk or CS support team.
143	Add Weight (oz) and dimensions (inches) to inventory item edit screen
142	1. HAO-937-18188 - Added registration help feature. Customers can send a message to support if they are unable to locate their account. 2. DEC-633-90650 - Fix: JSON tags appearing in email message text 3. CHK-335-97235 - Orders in portal not shown as ""Shipped"" until there is a tracking number.
141	Updated CSR Home Tiles Created Dynamic resize for classic order entry page based on screen size
140	Customer portal now only shows ""Shipped"" status for order when there is tracking information (shipment has been confirmed).
139	Allow country code to be included in outgoing support messages to client help desk address.
138	Filter out Charge Only Items from Inventory Item Association Report Fix: Suppressed the charge only items
137	Added 2 columns to the product tab's grid to show actual location where the item is associated and if it is active
136	Changed the US Zip code lookup portion to only compare the left 5 digits of the input in case zip plus 4 was passed
135	This patch adds the Email Profiles Management as a standard feature of OLX. If will do nothing if it is already installed as a module. Customer Portal currently uses the email profiles table, and in future releases, the email profiles will be the central store of all email accounts in OLX, and existing features such as Notifications and processing delivery will have their settings stored in the email profiles table. For lister page using conventional lister page technique .ASMX based data-binding with client-side filterbar (using RadgridClientSideV2.js)
134	Fixed issue-Tax service call on order entry screen was failing when Canadian zip codes were used. procs for tax calculator were not reverting to legacy zip/state tables when tax record wasn't found in main tblTax table. Also fixed issue where script id may not always be passed to tax framework (for example if item selected is not taxable, then no default script id was set). Default is set to main script id if no script id was obtained from selected items.
133	Add ability to Add Item locations to the Inventory Item Location Grid. Fixed but where item locations were not shown if no order detail inventory items had the location assigned
132	Added the following changes 1. A couple cosmetic fixes to the CS Activity grid on Customer Detail screen. 2. Mark complete on the Edit CS screen popup will now release pending review items if: a) The event being marked complete has an order ID associated with it. b) The event being marked complete is of type sent email, or held for review 3. CS Screen will now update order grid after updating CS event (so effects of item status can be seen) 4. Customer Portal... request now puts items in pending review 5. Customer Portal request change & request help actions include OrderID in CS events that they create. 6. Added CS Activity code to represent portal invitation expiration time being renewed. (code 709)

Build 5.1.131

Patch	Description
131	"Ticket Title : None Description: Add Additional Order Item Allocation details to Inventory Item Location Grid.
130	Allowed customer self-registration to take into account pre-configured web order number prefixes. Also, added a few SQL statements intended to reduce SQL locking in portal queries.

Build 5.1.129

Patch	Description
129	Fixes for Inventory functions 1) Backorder Release Job doesn;t log explicit details. Added more logging 2) Inventory Adjustment Import skips processing rows. Doesn't handle case when duplicate active SKUs are configured for the Same Location/UOM/UOM Count

Build 5.1.128

Patch	Description
128	Export Archives - Large Entity Optimized export archive screen, by using web services for screen updates.

Build 5.1.127

Patch	Description
127	Fixed Issues: Credits in CS Process Payment popup were not associated with debit account, requiring user to select override campaign associations to process them (when override should not be required)
126	"*************************************************************************** This patch is a continuation of patch 88, to include parts that were missing from the patch then. Please see that patch for details ***************************************************************************
125	Fixed Issue: Error shown when user tried to release an On-Hold item along with the a regular item in the cart at the same time.
124	Manage Order Exception section - 'Show 100 recs' filter does not work as expected. Fixed issues affecting the display of exception data when more than 10 items per page were displayed.
123	Allow Changes to Email content for Actions requested by customer. Redacted logging of post data for Account management endpoints
122	High dollar filter considers even the Cancelled Items
121	Fixes to SIM Column and Custom Field rendering Changes to fix issues affecting SIM content rendering"
120	Special Characters not showing up when importing a file Fixed Load From DB file Encoding to match Post to DB file encoding. When adding to tblDatafile, the file was encoded using ascii encoding, which caused character formatting to be lost. When retrieving from tblDatafile, the file was encoded using default encoding, which is Windows 1252 - Western European including support for the following languages (Albanian, Basque, Breton, Catalan, Danish, Dutch, English, Faeroese, Finnish, French, German, Greenlandic, Icelandic, Irish Gaelic, Italian, Latin, Luxemburgish, Norwegian, Portuguese, Rhaeto-Romanic, Scottish Gaelic, Spanish, Swedish) Changed the Storage Encoding to match the Retrieval encoding in order to preserve character formatting
119	Added optional feature to treat unit prices as already including tax. When the feature is enabled, the tax (based on rates provided) is removed from the unit price and moved into the tax fields prior to the data being processed.
118	Fixed error during Realtime Auth for Amex Cards. Dom Access to the CC Placeholder value contained a syntax error that was introduced when we ported from Classic Order Entry to SIM with Payment Form feature
117	Prevent SIM window form being closed without a proper disposition. If the user clicks on the top right corner button to close the window... it will attempt to disposition the call or otherwise show a message indicating that the disposition is needed. If the dispostion was already set... then it will submit the call with disposition and the result will appear in the call summary window. After the call summary is displayed, the window will be allowed to close.
116	Fixed following issues - Fixed error during coupon lookup. - Fixed missing voiceprint ID from Call & Order records after submitting call - Fixed Issue with missing ANI in SIM form.
115	For (SIM only for now), added optional default DNIS that will be selected when the DNIS incoming from CTI is invalid. Note, this does yet apply to manually entered DNIS yet. Requires patch 113. To set default add a SYSTEM default custom value with the name "DEFAULT_DNIS"
114	Added safeguard to prevent setting the release date in past for installments. (installment payment scheduler popup)
113	Added custom values editor to System Preferences popup. Added new custom value type of ""system"" to represent system wide settings.
112	Internal code modification
111	Associated Upsell Feature for SIM Enhancement to allow upsell offers to be associated with product offers. For use with SIM, which will present elements based on these offer associations. Also redesigned the display of available products in SIM to support an image being displayed, a new button to access the product details page with associated Offers presentation logic. Optional feature, activated by code 00138 *** NOTE: SIM Features not fully tested at time of this patches inclusion. Verified that existing functionality not affected. Feature disabled. "
110	Order Details - Most of the Tiles on the top are showing incorrect values. Order Items count, Amount due, Amount paid & few other counts for tiles were not correct.
109	Renamed some in-application text to include OLX instead of OLCC.
108	Processing Overview optimization Wrapped each panel into its own update panel in order to optimize loading time
107	Fixed issue with Edit Auth Transaction window not closing when saved. Also removed pre-5.1 window decoration (header, etc)
106	Fixed issue with CS Payment Processing popup sometimes showing the result from a prior declined transaction rather than the most recent one.
105	Scheduled Data Warehouse reports are failing with generic error message Fixed issues: - Could not access relative date selections when attempting to schedule Datawarehouse export - Datawarehouse scheduled jobs that had Month based relative dates would fail.
104	This patch adds the Exception Management as a standard feature of OLX. If will do nothing if it is already installed as a module.
103	SETS feature is deprecated in 5.X, but still available by activating feature code. SETS was still showing on the product offer popup regardless of the enabled setting. Now it is hidden when disabled.
102	Fixed issue- Error with tax lookup when adding an item to an existing order. Tax calculator was not working correctly with zip codes with more than 5 digits. Added statements to truncate to 5 digits during lookups (since we don't have data to match the extended part of the zip)
101	Added support for Stripe payment tokenization in Customer Portal. Added support for payment & address profile editing, with related updates to shipping & payment records Added options for customer editing of profiles. Added missing CS events required by portal actions
100	Fixed following issue(s) - Mismatch in # of columns error in Customer Dedupe, and added Customer Profile tables - Removed extraneous logging from CS screen query.
099	Fixed following issue(s) - Shipping Tracking link was not being displayed as a hyperlink, so tracking # could not be viewed on service website... FedEx, UPS, etc.
098	Fixed following issues found during build QA - Error when saving Credit/RMA - Fix: Nothing happened when attempting to choose an installment program to schedule - RMA Notes field was disabled.
097	Notification Enhancement Project. * PARTIAL * See OLX5xDev solution 5.2 patches folder for original patch contents Limited email profile support, needed by customer portal for email notifications. This script creates the table and prepopulates with existing Delivery & notification settings. No GUI added in this release, email setting changes need to be set manually by OLX support for now.
096	Preliminary back-end support for Customer Portal
095	Postdating orders with Tokenized payment results in an error Fixed Issues: Vaulting of tokenized payment would fail if preauth was originally activated on the order entry page, but was then disabled because of an event that disables preauth. Events that can disable preauth include adding a hold date to the order, or selecting only zero priced items.
094	Incorrect amount on payment transaction Fixed Issues: Multiple items on the same order can be split into separate payment transaction in certain scenarios. For example, if several credits are issued at the same time, for debits that had been processed at different times. There was a bug which would cause the total dollar amount from some prior transactions to be rolled over into subsequent transactions, causing the amount to be too much.
093	Optimization to Cancel All Activity for customer popup. In some rare cases, this popup would crash if there was lots of data for a customer. Optimized SQL so this popup will appear faster without crashing.
092	PGP subsystem fixes - Fixed issue with PGP Algorithm selection not being saved with saved PGP keys. - Added additional PGP Algorithm options support to the File delivery framework (for FTP, SFTP, etc) Import fix - Added allowance in import framework to work correctly with imported files that have been renamed when during the process of saving to the DB. Export - Added ""hint"" to indicate in which mode a FTP server connection should be made. Default is determined by the server, but the following overrides can be indicated by adding the following text to the server name Examples: Server Name = ""myserver.com"" ... default, connect in whatever mode is specified on the server. Server Name = ""myserver{XFRBinary}"" .... connect and switch to binary transfer mode Server Name = ""myserver{XFRAscii}"" .... connect and switch to ascii transfer mode Server Name = ""myserver{XFRDefault}"" .... default, same as when leaving out hint string
091	Internal code modification Technical Note This must be installed separately for 5.0. This patch adds import support for exception management interface. Feature code is added, but disabled and should not be enabled unless this feature has been installed.
090	Unable to create Braintree token Fixes to Edit Payment and Edit Payment Profile popup windows. When the mode is switched to Token and an account is selected... the refresh token button will now open the correct tokenziation interface for the selected account.
089	Order 3329094 Showing wrong description for ""Canada"" Order Item Fix to issue: Items descriptions for the first 5 items were being overwritten when there are more than 5 items in order posted to the order API.
088	"************************** Migration is incomplete, Import and base class changes done, but not GUI ************************** 1) Fixed Issue with Negative Discount being applied for INstallments when a discount was passed.Unit price was correct, but retail price was wrong, leading to a negative discount being applied to arrive at correct unit price. 2) Added Support for 4 digit storage & display of Shipping and Tax fields. This allows taxes to work properly with fractional pennies required for order level taxes This functionality is controlled by optional feature code 00135 3) Added Another Setting to the API and Order Import for USE_PASSED_VALUES. This setting prevents our calculation/validation of taxes and discounts and instead uses exactly what was passed in the file for pricing, discounts, taxes, totals, etc.. It also has less strict validation where it only validates the order subtotal and the order total. 4) Added 4 digit display precision (when necessary display digits in 3rd and 4th position to right of decimal point) to monetary display fields the following dialogs: Add/Edit Item Dialog Create RMA Dialog Close RMA dialog CSR Process Payment dialog Order Items Grid 5) Adjusted Payment Transaction logic to allow for fractional pennies to be added for each item in the transaction and then to apply the round after all items have been added so that there are never fractional pennies in payment transactions.
087	Setting a Default Subscription Setting Autoship (Continuity) Sequence editor did not show shipping methods in the drop down list to use as a substitute for the default shipping method of the base order.
086	Fix to error with OLX Autoshipment Sequence Import Autoship sequences since 5.0 can be associated with a client, but the import specification for this record type does not support client at this time. This resulted in a SQL error when attempting to import these records. A updated version of the spec/import should be created, but for backward compatability and to fix the error, this patch just allows the records to come in as ""no client"" or global. These can still be updated in the GUI.
085	Feature to detect if shipping tax was included in primary tax for import Added a feature to automatically detect if the shipping tax might be included in the primary tax for an order submitted by the import, when the pricing & taxes are provided from the API or file. If detected, the shipping portion of the tax will be moved to the fields meant to represent tax on shipping so that the order can pass validation correctly. Also included 2 bug fixes 1. MERCHANT_TRANSACTION_ID not required for anything but Credit Card & Check orders that are a Sale or Auth. 2. Fixed Amount Already Paid tax validation. Amount used for validation was not being correctly multiplying Quantity * Unit Price.
084	Continuity Retention Report / Cannot Filter by Product Group Fixed issue with Product Group filter was not working properly. It would only show data if ALL was selected.
083	Script Rule parameter issue Fixed issue with some script rules which have spaces in the parameter values. The encoding of these parameters would prevent them from matching and thus evaluating correctly in certain rules.
082	Auto processes failing Fixed problem with process that recovers orders that were authorized, and for which enough information was collected to create a finished order if the agent closed the browser before wrap-up, or some other error during the initial submission of the order takes place. Process was failing, causing application resets and potentially disrupting other scheduled processes.
081	HR dashboard and CS dashboard reports Fixed Payroll Batch report as it was throwing exception on startup.
080	Continuity batch report error Fix: Autoship Batch report would crash when run.
079	Unable to submit orders (When date of birth demographic field validation enabled) Fixed issue that prevent orders from being submitted when ""Require Date of Birth"" validation option was enabled in the script. Also fixed issue with Script Wizard, which now allow a starting date prior to 1980 to be set for demographic fields.
078	Receipt Issue Report was showing credit item as a debit item when the order included refunds. Also sum was wrong. Changed credit items to appears with ( ) symbols to indicate that they are credits, and subtractedcredits from total.
077	Fixed issue with timeouts during prepayment processing due to excessively long running query when gathering list of items in Item Pending Review.
076	Fix to issue: Error was being displayed and drop down list filters on page were not being populated with pick values, for the CS Agent Performance Report (located on CS Agent Desktop)
075	Fixed issue: API is allowing ""Sale"" Payment types to be imported without a merchant transaction id Fixed Issue: Auth Only Transaction Not Matching Amount Already Paid This patch fixed two different issues being reported in Order Import/API. The merchant transaction is now a required field for SALE type transactions. The ""amount already paid"" validation now excludes items that are not identified as pre-auth capable (according to the script), when the payment type for the order is ""AUTH""
074	Orders changed from ""Pending Review"" not processing Fixed issue: Release Date was not being restored to items that go from ""Item Pending Review"" status to back ""Item Regular Hold"" status when running prepayment processing.
073	Shipment Batch Report has an intermittent error Fixed issue: Date Range filter was applicable only on Batches available for selection, but not on the summary data presented in the report.
072	Modification to Datawarehouse Made following elements on DataWarehouse export client resticted as they were not previously... Product Code(s) List Box Promo Code(s) List Box Ship Charge Profile Drop down Location Drop Down
071	Added better error handling for new Payment Interface (for tokenization). When errors occur during the customer/payment vaulting process... this change allows the Pre-authorization (and also order submission) to be reset so that it can be attempted again after fixing the payment details. Prior to this the Order Entry page would get into a state where it would block subsequent attempts to process. For the Edit Payment & Profile screens, the former token will be put back if the vaulting process fails.
070	Enabled job settings access to individual export modules.
069	Misc. fixes - Fixed Prepayment Processing issue where no results were returned by Check/Money Order Proc - For realtime auth, converted from parsed string response to JSON response - Added a little formatting for token display in Auth & Ship Details popup - Added Javascript Console logging in Payment Form and Realtime Auth Process - Added custom fields 1-5 to SIM realtimeauth xml
068	CTI enhancements for new telephony integration Added the following CTI related changes 1. Modified CTI JS library to pass CTI events over client browsers ""broadcast channel""... so that certain cti events can be detected by other open browser windows that are used for specific integrations. 2. Modified SIM call submit api to return disposition code (or custom code if one is configured in the call disposition setup) as well as call disposition text 3. Added hooks to SIM pass disposition (to external system) when the call summary popup is closed. 4. Added hack to always open SIM instead of Order Entry when screen pop causes navigation. Option is triggered by adding key ""alwaysPopSim"" = true in web.config. In later update, will add some additional services to determined which kind of interface should be shown based on DNIS. For client using this, they will exclusively use SIM.
067	SIM Enhancements GUI Improvement and support for bootstrap based content pages. Originally sourced from patch 5.0.304. Note... Only SIM related changes are included in this patch. See migration exceptions file for notes related to the rest of the patch.
066	Added support for custom drop down filters for script rule conditions This feature adds the capability for custom script rule condition types (added as modules) to include their own custom drop down lists as parameters. The content of the list (name & value) are produced by a custom stored procedure that can be named in the parameter list of the condition type definition. This was a feature that already existed in SIM, which is implemented similarly to script rules in many respects. Also Added URL Encoding to text fields so that RegEx and other values can be stored in the condition paramter settings.
065	Add a bit field preference to [My Company Information] called 'DeferCODPaymentTransaction'. The intent of the preference, when set to 1, is to make sure that the system doesn't create a payment transaction for COD items during Prepayment processing, but still moves them to Ship Ready. That way, we can create the payment transaction when we get the ""Delivered and Paid"" data from a Carrier import File.
064	1) Added If Blocks around special Penny Shift Routines to make sure they didn't occur when USE_PRICES, USE_SHIPPING and USE_TAXES were set to N 2) Fixed issue where Discount Rate was not being considered when USE_PRICES, USE_SHIPPING and USE_TAXES were set to N 3) Removed old commented out code that was no longer necessary 3) Removed a SQL Dataset lookup during adding of Line Items that was not using any data returned in the dataset
063	Flattened/Data Warehouse Export Not Displaying Full Results on Subsequent Runs Fixed Issue: Data Warehouse export was not producing job out on subsequent clicks on Preview/Process button Made client script change to reset counters which could cause the log output to stop being displayed after a period of job inactivity. Counters were not reset when new jobs were launched and the a full screen refresh wasn't invoked.
062	Error on Cash Flow Report Issue: Not all payment processing accounts were available for selection in Payment Processing Account filter on Report Viewer screen. Summary of changes Fixed criteria used for determining client restriction of displayed accounts.
061	1) Fixed Issue with Discount Penny Shifting where it was shifting the penny in the wrong direction, causing a -$0.02 discount 2) Fixed Issue where Imported PAID installments did not populate/distirbute Retail Price or Discount Fields from base item to the installments 3) Added Support for 4 digit storage & display of Unit Price field. This allows discounts to work properly with quantities > 1 This functionality is controlled by optional feature code 00135 3) Added Another Setting to the API and Order Import for when to round Shipping Tax. This setting determines if round occurs prior to adding to Line Item Tax (SEPERATE) or if the Shipping tax is added to Product Tax prior to the round (AGGREGATED). The defualt behavior priot to the change was ""AGGREGATED"", which also remains the default behavior for the setting if unspecified. 4) Added a new row to the Add/Edit Item Dialog to display the calculated Line Total. 5) Fixed Tax Calculation issue (on RMA and Add/Edit Item and Edit Shipping dialogs) where Quantity was being subtracted from product subtotal before assessing tax
060	Internal code modification
059	Flexible Payment Interface with Tokenization support New Payment Interface to replace payment collection forms in OLX. Ultimately this interface will be used to collect data for built-in payment methods too, but for phase 1 this interface just works with custom payment interfaces only.
058	Subscription set up related to installments doesn't show the starting install offer in drop down Autoship/Continuity/Subscription set up was not showing installment offer(s) in dropdown selection of Starting Offer.
057	Internal code modification
056	Internal code modification

Build 5.1.55

Patch	Description
055	Shipment Batch Report has an intermittent error Fixed issue: Date Range filter was applicable only on Batches available for selection, but not on the summary data presented in the report.
054	Fix to issue: Error was being displayed and drop down list filters on page were not being populated with pick values, for the CS Agent Performance Report (located on CS Agent Desktop)
053	Error when trying to create an RMA (new RMA reason created) Fix to sporadic crash when saving RMAs
052	CC Encryption - API Orders Using RSA encrypted data fields with the OLX XML API The XML document schema will be modified to support passing RSA encrypted data elements instead of plain text data elements. This change will be implemented as follows: 1) The OLX system will have a new screen added for generating RSA Public/Private key pairs. The RSA keys will be generated as 2048 Bit. a. When a key is generated, the public key and RSA Key ID will need to be provided to the vendor who will implement the encryption. b. During encryption OAEP should be used instead of PKCS#1 v 1.5 padding. 2) The OLX ReceiveOrder API method will have 2 new <SETTINGS> elements added. These elements must be added to the XML document when RSA encryption is used. a. <USE_ENCRYPTION_FOR_SENSITIVE_DATA> i. Possible values are “true” and “false” ii. Default value if not passed is “false” b. <ENCRYPTION_KEY_ID> i. A Unique ID created from the key management screen within OLX that will be shared with the vendor 3) The following elements within the <ORDER> element, are eligible to contain RSA Encrypted, Base64 encoded string using the provided public key: a. <CC_NUMBER> b. <EXP_DATE> c. <CVV_CODE> d. <ACH_ROUTING_NUMBER> e. <ACH_ACCOUNT_NUMBER> 4) If any of the 5 fields above does use encryption, add an attribute called “encrypted” to the element and set the value to “true”. For example, here is a sample of the CC_NUMBER field using RSA encryption: a. <CC_NUMBER encrypted=”true”> Vs0AyeLQTpmOX3DUQ2Fm1fG5TzyiqbA9QNB4CcMgFyHKpFN7cS6X5hL+yZSDdYYr0FJhgZCeo+ZbgQZh5VHx8+3oKPsb0eOyx//KD5OsSFfwxS3M6aHw9QGbZUm6ZLoA5QtGmQfXzzh9QE18d2B6rWFNUN9jdKCrrJeFO7eBVxqd3D4g1lUQmSIFtOWSMDJJYPjbMh2KUCMnFDsqsPjdsoqAmDfsN4QWytye7z</CC_NUMBER> 5) When the API receives the data, if there is RSA encryption enabled, the data will be decrypted using the private key related to the specified RSA_KEY_ID. 6) The decrypted values will be used during the Order Import routine and no changes will be made to the Order Import routine. 7) Any exceptions logged in the exception files area (OLX Import Log) will contain the decrypted data.
051	Internal Code Modifications
050	FIX: Customer Detail screens continuity list for the customer was not being filtered by the campaign/product filters on the top of the screen.
049	Fixed issue with Inventory SKU Import, where the names of existing SKU's would be erased when importing an update file for existing SKU details.
048	Optimization to ""Returns Report"". Before it could take over 45 minutes to run in some cases and not finish. Improved performance.
047	Internal Code Modification
046	Internal Code Modification
045	Fix to issue: The view payment batch report button (on the process payment batch list) was not working correctly. It was opening a popup with a page-not-found error.
044	Fixed the download link generated by exports and datawarehouse export to properly open the Download popup. This started failing (where it previously worked) in Chrome.
043	Internal Code Modification
042	Added Inventory Item Association report as standard report.
041	Sales Tax Maintenance screen change Made few appropriate changes to Sale Tax Maintenance screen to make it compatible with new table named ""tblTax"". Based rates for States will not be editable anymore, but client overrides can still be added as copied of the base rates (for USA regions)
040	Fixed issue where some OLX screens would crash when the OLX database name includes a ""-"" in the name.
039	Added new actions that can be linked to events in SIM. Add New Action Type ""Set Payment Processing Account"". Add New parameter type ""Pay Proc Account"" Add Javascript Callback for setting the Payment Account
038	Fixed following issues with SIM Forms list screen 1. SIM Forms were not being opened full screen. 2. Sometimes, the SIM form editor would not open when the edit pencil icon was clicked. 3. Newly added, deleted, and edited forms were not appearing on the SIM forms list unless the user navigated away and back to the form again.
037	Add Script Rule validation support to SIM viewer Added Script Rule Validation & rule driven outcome support to SIM. Sim Form designers will need to take the appropriate precautions to ensure that the design of SIM forms allows the user to navigate back to elements that need correction when script rules prevent the order from being submitted.
036	Flattened Export actually pulling other clients data Data Warehouse & Flattened Data Warehouse exports need to have clients selected in order for client restriction to be applied to the data being exported. Added prompt that prevents the export from being run by a user that is client-restricted, until the user selects at least one client filter. The list of clients visible to the user is already correctly limited to those that are visible to the user.
035	Internal Code Modification
034	Internal Code Modification
033	Internal Code Modification
032	Manage Module Permissions and Process Rights 1- Edit Pencil icon click was not opening popup window to edit modules permissions. 2- Edit Pencil icon click was not opening popup window to edit process rights. 3- Apply Process Permissions screen UI fixes.
031	Internal Code Modification

Build 5.1.30

Patch	Description
030	Payroll Processing Preview Error
029	Cosmetic fixes - Changed customer tile icon on Customer Overview page - Fixed widths of buttons on Payroll processing screen. - Put black line between payment transactions in Auth & Ship Detail popup
028	Modify Continuity Customer List Report Added compatibility with custom versions of the continuity customer list report. Report viewer has some 'continuity list' specific code that produces a temp table needed for this report. Before, the report needed to be named ""continuitymailinglist"" for this code to run. Now, this code will run for any report containing the name: ""continuitymailinglist"", therefore custom versions can be made. For example: continuitymailinglist (original OLX standard) continuitymailinglist_ibm (client custom) continuitymailinglist_hp (client custom)
027	Reports - Edit Favorites Not Working Edit Favorites button was not working for Common Report Viewer page. Fixed: Re-added missing code for this buttons functionality.
026	CC Masking - AMEX Fixed Credit Card masking only for American Express card. It was showing only last three digits while it should show last four digits.
025	Misc fixes - Removed OrderMetrix tile from Reports screen - Open HELP page in full size window, with navigation bar on top - Prevent regular system users from editing OLX support accounts. - Reenable support for dropped call notifications (for Call Center Edition only) - Fixed spacing issues of Orders panel in Sales Overview page.

Build 5.1.24

Patch	Description
024	The Help button on the top of the OrderLogix screen, and on individual popup windows now open the OrderLogix help & support online portal. This allows easy access to documentation, tutorials, and access to the ticket system for new support requests.
023	A daily or monthly dollar amount cap can now be configured for Payment Processing accounts. These settings are accessible via a new ""Volume Caps"" tab displayed on the Edit Payment Processing Account popup. When the dollar limit has been reached... no additional payment transactions will be put into the batches for the account, until the next day or month (depending on settings)
022	Product Offer popup now features an Inventory tab. This tab allows configuration of the Inventory SKUs associated with the base item of the offer. This simplifies the setup of new products with inventory. The inventory tab displays a reminder that the base item may be linked with more than one offer, so that it is clear that this is not a Product Offer level SKU association.
021	Depricated Features. 1. Support Product Offer Sets has been discontinued. For application instances where Product Offer Set are already configured, the feature will still be available. If they are not configured, the Sets configuration screens have been removed. 2. Removed ""Pick Lists"" menu, which displayed Item Status & Item Type tables. These are internal tables and don't need to be displayed in the application. These are not editable by end users. 3. Removed ""Set zero priced items to ship ready"" option. Items can be excluded from payment processing by setting the Pay Process or Service Only options at Product Item level.
020	Added [RMA ID] as an alias that can be included in Notifications. Added feature to add a new product to an order when an RMA is created. This is used for sending a free exchange item for one that is returned.
019	Organized the filters on the DataWarehouse Export into tabs so that individual filters can be located more easily. This change also allows all the filters to fit on one screen without needing to scroll down the page to find them.
018	Customer service agents can now perform pre-auths,and settle pre-authed items right from the Order Detail screen.
017	A customer can now be identified as Tax Exempt. Any orders or new items will not be charged tax. The OLX Order Import also supports the creation of tax-exempt customers, which is determined by setting a previously reserved field. If this information is not provided, the customer is created as Not Tax Exempt by default.
016	Inventory can be exchanged, one SKU for another, when inventory is allocated to order items. Virtually any criteria related to the order can be used to determine if a SKU substitution is performed. Also, inventory specific criteria such as the depletion of an original SKU or the date of allocation can be taken into consideration. (Available in Commerce & Call Center Edition)
015	A screen has been added for individual users to customize their experience. Currently, the user can use this screen to manage personal keys for file export, and some aspects of the GUI. (This will be further developed in upcoming versions)
014	Optimization / Internal Code Modification
013	The internal notification queue (seen on CS and Sales overview pages) now launches in an integrated window and has in improved look & feel. The Notification Management screen has been reorganized so that Notification events for Item Status, CS Activity, and Script Disposition are less cluttered and easier to manage.
012	The following screens have been redesigned. Each of these screens include new graphs, charts, and tiles to provide a better overview of company data. - Processing Overview - Sales Overview - CS Overview
011	The Customer, Order, Product & RMA lookup screens have been redesigned to run faster and look better.
010	The Media management screens have been redesigned to run faster and look better. (Available in Commerce & Call Center Edition)
009	All the screens under the HR menu have been updated with a new look & feel. This includes the User Wizard, Departments, Teams, and Commission related popups.
008	The customer continuity popup now has an improved interface for processing single continuity orders. Also, there are new safeguards in place to prevent subscriptions that have been closed from being restarted. Autoships that are put on hold and resumed later now have their Next Ship date adjusted automatically to be eligible for processing again. The system preferences now includes a new option to set the display name for Continuity within the application. It can be changed to another word if desired, such as Autoship, Subscription, or something else.
007	The Order Detail has been optimized and improved - Popups load faster without full page re-loads - Some of the buttons above the Order Items grid are now dynamic and only appear when they are applicable to the order being viewed. (This will be further developed in upcoming versions) - New Overview tiles provide high level details about the order at a glance.
006	Customer Detail Screen has been redesigned to be much faster and display more information than before. - New overview tiles provide high level details about the customer - Payment & Shipping details for orders can now be edited from the Order History grid - Packing slips and Receipts are now accessible from the Order History grid - All information on the customer detail page can be filtered by Campaign or Product group - Customer Service events can be filtered by various attributes. - Layout of Customer Detail screen sections can be re-arranged (if desired). - Popups load faster without full page re-loads - Added additional details to Order History grid, including balance due, and amount already paid.
005	A new file download interface ensures that all data exported from OLX is done in a secure manner. Files can be output using PGP or ZIP (with strong encryption support)
004	The application is now accessible via a new easy to remember URL: ""login.orderlogix.com"". Users will now have the convenience of saving their user name, and they will no longer be required to enter two sets of passwords. Along with this feature, stronger passwords are now required. Agents are no longer required to enter an extension for every login (in the past they had to type in ""NA""). Now the extension is only required for CTI users, and this information is collected by a separate prompt after the user has been logged in. The Logout prompt has an improved look, and now comes up quickly.
003	Unattended OLX application sessions will now automatically log out after a period of inactivity. A confirmation prompt will be shown to allow the user to continue the session if they plan to continue working.
002	Tax calculation in OLX is now based on a more detailed tax table. Rates in some complex tax regions, such as Schenectady NY will be calculated more accurately. All tax calculation has been consolidated into a single subsystem which will allow 3rd party tax integrations to work with all parts of OLX now ** prior to 5.1, only manual Order Entry and the Add Items popup on the Order Detail screen could make use of a third party tax integration (if installed). The County is now stored with all Orders in OLX. The system will attempt to automatically determine the county based on the zip code. In cases where this is ambiguous, OLX will prompt to the user to select a county from a short list of possible values. The application uses County to select more accurate tax rates from the tax table. This prompt for county can appear on the various screens where address information can be entered... including the Order Entry page, Edit Shipping popup, and Payment & Customer Address profile popups. There is also a new feature which allows Tax to be recalculated for an existing order when the shipping address is edited. If the items have not already been paid (or in a pending transaction) then the tax will be recalculated to the correct amount when the Edit Shipping popup is closed.
001	Application is now based on the .NET4.7 (upgraded from .NET3.5). This allows OLX to take advantage of the latest platform optimizations and bug fixes from Microsoft. Also, most have the interactive screens in OLX have been consolidated into a single application which will make configuration easier. For example, Autoship processing, Payment, Payment Batch, and Prepayment processing, ""Online Stats"" and Employee Visualizer dashboards... are now all part of the core Portal application and do not require their own configurations in IIS. In addition to simplifying configuration, this allows the same Auth scheme to be used for all these screens.

Attachment

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