Upgrade Features V5.00 to V5.03

This document details the changes that have occurred to Merlio32 CPOS as the software has developed from V5.00 to V5.03.

Largest Changes

You can now make use of a full Security Module within Merlio. This allows you to assign staff members 1 of 9 different levels of security, each with 46 definable restrictions throughout the software.

You can now print the Supplier Order Recommendations straight from the Create Supplier Order screen

Stock Editor F5 page can now display very large numbers. Quantity can now display up to 8 digits. Net and Cost can now display up to 12 digits (inc. decimal point)

You can now create new Stock Records with the Ctrl+Ins function in the Stock Editor. This will auto-generate a numeric Stock Code for the new record. You can also have this number copied to a Third Index Field if you wish.

All the Standing Orders functions are now available from the Standing Order Picker screen thus the Standing Orders menu is now obsolete.

Expanded Customer Records now include two 30 character Telephone fields, an extra Email field and 3 extra Contact fields.

Improvements

Merlio Server

• Improved Whitaker Stability: Previously if the MerlioServer got shut off suddenly due to a powercut, Whitaker often failed to start properly. Now it stands a much greater chance of recovering automatically from such errors.
• Server Scanner Import menu now allows mouse clicks to activate the buttons.

General

• You can now search more than one field at once for a single search criteria such as several Author fields for example.
• Stock Searches now disallow the use of ; (semi-colon) when it is part of an entry in a droplist. The search would fail if they were used.
• New "Working" gauge added to all editor screens that run rabbits* when a record is saved.
• Sales Code Editor: When you edit a Sales Code, the number of rabbits* is now optimised depending on the changes you made. Also the Standing Orders table is now updated with any changes including Sales Code Deletion.
• Lookup Editor now runs rabbits* on Standing Orders when a Country is changed and also if a user-defined lookup is changed.
• Staff Sales Report screen: made the Disk button use the CPOS.ini ExportPath flag instead of the hardcoded A:\. Also the file outputted is now called ASalesXX.txt where XX is the Staff number from 00 to 99.
• You will no longer be prompted to choose a receipt type if you have the number of printouts for a particular receipt type set to 0 in CPOS.ini.

Sales

• Cash Sale Screen: If you scan in a book barcode and it is not found on the Merlio Stock Database, the barcode will be converted to an ISBN for storage. This is so that if you ever stock the book, its Stock Record will tie up with the Sales History correctly via the ISBN.
• You can now safely scan 12-digit American barcodes with or without a leading zero at the point of sale. The Stock Record will always be found if it exists.

Stock Control

• New Stock rabbits* added for PFI Items, Adjustments Items, Embargo Changes, Goods In Allocations and Supplier Returns.
• You can now enter a Third Index field onto the portable scanners when performing Stock Takes or off-site sales.
• You can now safely scan 12-digit American barcodes with or without a leading zero on the portable scanners for use with the Server Stock Take facility.
• The system now supports 979 as a book barcode prefix.

Customer Accounts

• A flag is now available to stop the Customer Account Intended Payment box from automatically filling out after invoices have been selected.
• Customer Editor: Area/Rep, Customer Group, Enquiry Source and Price type have been moved to the second browse page.
• Customer Editor: The Invoice and Delivery address browse page now shows the relevant Telephone, Fax, Mobile, Email and Contact fields. This is now the third browse page.

Customer Orders

• When you choose to Delete a Standing Order, you are now always shown it first.
• Customer Order Lines Page now lets you scan a barcode or enter a 3^rd index to edit an existing line.
• Customer Order Picker now shows Staff ID and Time extra info labels.
• Historical Customer Order Picker now has extra info shown for Dispatch Notes, Cancellation Notes and Confirmed Orders.
• New Standing Orders Audit Trail (STOAT) has been added. This tracks the changes that are made when Standing Orders are edited.
• New Customer rabbit* runs on Standing Orders Table and STOAT (Standing Orders Audit Trail)Table if Customer Name has changed. Also if the Customer’s Main, Delivery or Invoice Address has changed, the corresponding details in the Standing Orders Table will now update providing the Standing Order is still "Active". The details will not update if the Standing Order address was manually modified when the Standing Order was first created.
• You can now safely use Ctrl-K on the Customer Orders Lines page to alter the price of an item permanently. The screen will update with the changes and the Total will re-calculate.
• Customer Order Ctrl K function now works with Barcodes and Third Index Fields.
• Banned the use of the Ctrl+K facility when confirming a pick in Customer Orders.
• Customer Invoices that are generated from Standing Orders now show "STO Ref" instead of "SO Ref" as the latter could be confused with "Supplier Orders".

Supplier Orders

• In Supplier Returns, when you generate a Returns Report that is empty you are no longer asked if you want to flow the report into the main screen.
• Goods In will now use the current cost from the Stock Record rather than the cost on the original Supplier Order. This means that you can now edit the Cost of an item with Ctrl+K during Goods In and it the new cost will come out on the printout. Beware that this will mean that your Supplier Order Total will not be the same as your Goods In Total unless you have used the Receive and Create option.
• Supplier Order Lines: You can now safely use Ctrl+K to alter a Stock Record permanently. The screen will update with any changes, also the Standing Orders fields will update if need be.
• Supplier Order Ctrl K function now works with Barcodes and Third Index Fields.

Rabbits*

Fixes

Fatal Errors – Single User

• After a Stock Search in the Stock Editor, if you edited and item, saved and then search again and picked an item you would get a "Permission Denied" error.
• When entering lines for a Supplier Return, if you searched for an item and entered the line when there were already other lines on the return you would get a "Cannot create file \\xxx\c\temp\SupplierReturnsdata.db" error.
• If you used the Search Import or Recommendation Import facility on a Supplier Return when there were already lines on the Return you would get a "Permission Denied" error.

Other Fatal Errors

• If two administrators were logged on at the same time and one of them changed their details in the Staff Editor and exited, you would have got a "Server Error (54) List Index Out of Bounds (1)" error.
• In Goods Inwards, if you had selected Print Barcode on an item with no barcode and then cancelled the Barcode Calculator screen you got a "Cannot focus a disabled or Invisible Window" error.
• Printing a Supplier Order from View Supplier Orders and then pressing Escape would raise an Access Violation error.
• Historical Dispatch Notes and Cancellations would crash with an SQL error on the picker screen if you had left the date range blank and filtered the list to a particular customer.
• Whilst in Edit Mode on a report, you could edit and save a Visible Filter, but if you decided to cancel changes made to the report by pressing Escape you would get a "Program Error: Field ‘System Title’ not found."
• If you held down the Enter key on the new V5.00 Report Picker you would eventually get a "Program Error: List Index Out of Bounds (-1)."
• Standing Orders: If you flipped between the Filter and Header pages you would get an Access Violation Error because the User-Defined edit was being destroyed! This has now been fixed.

Minor Bugs

• Fixed EOS Printing bug which gave the error "E16 : The following error was detected whilst printing ... I/O Error 103". This occurred if the last printout you did before ending the session was an A4 Invoice or Credit.
• After performing an F3-Search and editing a Stock Record so that the search filter no longer applied to the item, the Page Down key would display Record 1 (Non-Stock) instead of the next record in the filter.
• Prevented Multiple Key Presses from being allowed on the Speed Menu.
• Lookup Editor now updates Customer Delivery Country and Invoice Country properly.
• Stock Editor: Fixed a bug where if the last control on the 2^nd Edit page was Reorder Quantity and the Reorder Method was "Replacement", you couldn’t use Ctrl+End to focus the End Control because it was greyed out. Also if you were on the next page and you used the Up Arrow or Shift+Tab in the Home Control to go back a page it didn’t work because Reorder Quantity was greyed out.
• Supplier Order Lines Page: If you delete a line whilst the extra info panel is visible, it now updates correctly.
• Supplier Orders Extra Info will now show a blank record if called up on an empty Stock Code edit or if the last line on the screen is deleted.
• Supplier Order Lines Page: If you edit a stock record on the page and change the description, the list will now reorder itself alphabetically.
• Banned the user from picking the NONSTOCK Record from the F3 Search Results.
• You can now enter up to 999 in the Sales Code filter box for Standing Orders whereas before, you could only enter up to 100.
• Supplier Order Header Page: Both Supplier droplists now have the Autotype facility. Also fixed a bug where if you blanked one of them, the other didn’t blank.
• Sometimes the ISBN – Barcode button on the Barcode Calculator screen was not always active when called from a Goods Inwards Session.
• If you make a record report, the last record no longer has a separator following it. This used to create an extra blank page in some cases.