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TOTECS Platform Release 11.03
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TOTECS Platform Release 11.03
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May 17 2017 @ 05:40 PM
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New Features

TOT-3564 - Customer Account Enquiry Payment Listing content managed web page area

A content managed web page area has been created called "Customer Account Payments Listing" that will list all of the payments on a content managed web page, associated to the user's customer account that has been retrieved from the connected business system through the Connector.
The area will make a request to the Connector software that will in real time retrieve a list of payments from the configured business system.

  • The area allows payments to be filtered based on date range, or the payment number of a given record.
  • The area also allows users to paginate through a list of payment records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of payment data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides payment listing functionality that is the same as available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Payment Listing" contains the following formats:
  • Customer Account Payment Listing: Displays the header and footer that wraps around the payment records. It contains hooks for allowing payment records to be filtered.
  • Customer Account Payment Record : Displays the details of a single payment record.
  • Customer Account Payment Error Message: Displays an error message if the payments could not be retrieved through the Connector.
The area contains the following settings:
  • Payments Per Page: Sets the number of payment records that can display per page in the area.
  • Payment Detail Webpage: Sets the web page that will be set in the URL that allows the details of a payment to be loaded.
  • Load Payments In Date Range: Sets the date range that will be used to filter payments when the area is first loaded on the web page.
Functionality Affected: Customer Account Payments Listing content managed web page areas
Impact: Normal

TOT-3566 - Customer Account Enquiry Credit Listing content managed web page area

A content managed web page area has been created called "Customer Account Credits Listing" that will list all of the credits on a content managed web page, associated to the user's customer account that has been retrieved from the connected business system through the Connector.
The area will make a request to the Connector software that will in real time retrieve a list of credits from the configured business system.

  • The area allows credits to be filtered based on date range, or the credit number of a given record.
  • The area also allows users to paginate through a list of credit records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of credit data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides credit listing functionality that is the same as available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Credit Listing" contains the following formats:
  • Customer Account Credit Listing: Displays the header and footer that wraps around the payment records. It contains hooks for allowing credit records to be filtered.
  • Customer Account Credit Record : Displays the details of a single credit record.
  • Customer Account Credit Error Message: Displays an error message if the credit could not be retrieved through the Connector.
The area contains the following settings:
  • Credits Per Page: Sets the number of credit records that can display per page in the area.
  • Credit Detail Webpage: Sets the web page that will be set in the URL that allows the details of a credit to be loaded.
  • Load Credits In Date Range: Sets the date range that will be used to filter credits when the area is first loaded on the web page.
Functionality Affected: Customer Account Credits Listing content managed web page areas
Impact: Normal

TOT-3567 - Customer Account Enquiry Transactions Listing content managed web page area

A content managed web page area has been created called "Customer Account Transactions Listing" that will list all of the transactions on a content managed web page, associated to the user's customer account that has been retrieved from the connected business system through the Connector.
The area will make a request to the Connector software that will in real time retrieve a list of transactions from the configured business system.

  • The area allows transactions to be filtered based on date range.
  • The area also allows users to paginate through a list of transaction records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of transaction data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides transaction listing functionality that is the same as available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Credit Listing" contains the following formats:
  • Customer Account Transaction Listing: Displays the header and footer that wraps around the transaction records. It contains hooks for allowing transaction records to be filtered on date.
  • Customer Account Transaction Record : Displays the details of a single transaction record.
  • Customer Account Transaction Error Message: Displays an error message if the transactions could not be retrieved through the Connector.
The area contains the following settings:
  • Transactions Per Page: Sets the number of transaction records that can display per page in the area.
  • Credit Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a credit record to be loaded.
  • Invoice Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a invoice record to be loaded.
  • Sales Order Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a sales order record to be loaded.
  • Back Order Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a back order record to be loaded.
  • Payment Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a payment record to be loaded.
  • Load Transactions In Date Range: Sets the date range that will be used to filter transactions when the area is first loaded on the web page.
Functionality Affected: Customer Account Transactions Listing content managed web page areas
Impact: Normal

TOT-3569 - Customer Account Enquiry Payment content managed web page area

A content managed web page area has been created called "Customer Account Payment" that will display the details of a single payment record on a content managed web page, retrieved in real time from the business system configured to the Connector.
The area will make a request to the Connector software that will in real time retrieve the detail of a single payment from the configured business system, associated to the user's customer account.

  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of payment data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides payment record functionality that is the same as what is available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Payment" area contains the following formats:
  • Customer Account Payment: Displays the details of the payment record.
  • Customer Account Payment Line Item: Displays the details of a payment applied against a referenced record.
  • Customer Account Payment Line Text: Displays the details of a single line associated with a text description included in the payment record.
  • Customer Account Record Error Message: Displays in the area if the payment record could not be retrieved.
Functionality Affected: Customer Account Payment content managed web page areas
Impact: Normal

TOT-3570 - Customer Account Enquiry Credit content managed web page area

A content managed web page area has been created called "Customer Account Credit" that will display the details of a single credit record on a content managed web page, retrieved in real time from the business system configured to the Connector.
The area will make a request to the Connector software that will in real time retrieve the detail of a single credit from the configured business system, associated to the user's customer account.

  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of credit data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides credit record functionality that is the same as what is available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Credit" area contains the following formats:
  • Customer Account Credit: Displays the details of the credit record.
  • Customer Account Credit Line Item: Displays the details of a credit applied against a referenced record.
  • Customer Account Credit Line Text: Displays the details of a single line associated with a text description included in the credit record.
  • Customer Account Record Error Message: Displays in the area if the credit record could not be retrieved.
Functionality Affected: Customer Account Credit content managed web page areas
Impact: Normal

Improvements

TOT-3152 - Allow all content managed web page areas be be placed within secure web pages and generate HTTPS links

Within the Administration Centre, under the websites menu, within the websites interface, upon clicking on the domain link of a content managed web site, in the Website Details interface a new setting has been added labelled "Website Security Mode". If this setting is changed to "Secure (HTTPS)" then all of the website's webpage templates will be changed to become secure, and because of that all web pages in the website will also become secured. Additionally changing this setting will enforce all web page areas assigned to global webpage formats to be reassigned to secure global formats that set HTTPS in any links.
Once a website's secure mode is set to Secure then on any secure web page the any areas can be added to the web pages through the Web Page Editor. Additionally all local web page formats should be checked to see that no HTTPS javascript, CSS, image and other files are referenced within format content. The same also has to be done for web page templates.
It is highly recommended to only change the website security mode after a TLS/SSL security certificate has been purchased for the website's domain, and has been set up beforehand on the TOTECS platform.
As a part of this improvement the following content managed web page areas having links modified to support embedded https:// into web page URLs:

  • Enquiry Form
  • Thumb Image Gallery
  • Image Window Gallery
  • Image Gallery Upload
  • News Group Forum
  • News Item Form
  • News/Blog Crumbs
  • Alphabetical Sitemap
  • Tier Sitemap
  • User Details/Favourites/Orders
  • Shopping Lists Listing
  • Shopping List Sharing Form
  • Shopping List Attachments List
  • Shopping List Products Import Form
  • Customer Account Contract Listing
  • Category Listing Header
  • Category Listing
  • Category Crumbs
  • Category Tree Nested Navigation
  • Category Tree Panel Navigation
  • User Registration
  • Model Product
  • Order Checkout/Submission
  • Basket Summary
  • Basket Products Listing
  • Product Quick Add Form
  • Product Detail
  • Product Group
  • Product Combination
  • Product Search Form
  • Product Search Results Listing
Functionality Affected: Content managed web page areas, Websites Administration Centre interface
Impact: Critical

TOT-3526 - Display Average Cost Price record within Product Detail content managed web page area's Price-Level Price list

On a content managed web page containing a Product Detail area. if a user in the area is allowed to display the price-level pricing of a product, then the price-level pricing can now display a price record that shows the average cost of the product if the price is greater than 0, as well as allowing the user to add the product to basket at the cost price (if they have permission to discount pricing).
The average cost price will show first in the list of product prices. and the label of the average cost price can be controlled based on a setting within the Administration Centre, under the Product Settings interface labelled "Product Average Cost Price Label"

Functionality Affected: Product Detail content managed web page area, Product Settings administration centre interface
Impact: Normal

TOT-3533 - Hooks in Basket Products Listing content managed web page area to control if user's are allowed to checkout based on account status

On a content managed web page containing a Basket Products Listing area, the area's header and footer formats now have hooks that specify if a user is allowed to proceed through the Order Checkout/Submission process based on the status of their assigned customer account.
These hooks can be used to advise a user if they are not allowed to order, or warn them if there is a problem with their account and requires payment before allowing more orders to continue.
In the Basket Products Listing area the following hooks have been added to the area's "Basket Products Heading" and "Basket Products Footer" formats:

  • basket_checkout_status: Contains the status of whether the user is allowed to proceed to order checkout. Set to either OK - user are allowed WARN - user is allowed but should be shown message - WARNCC - user is allowed but should be shown message and can only pay with credit card. BLOCK - user is not allowed.
  • basket_checkout_message: Message that indicates to the user if they are allowed or not allowed to checkout based on the status of their account.', 'Your account is on hold.
  • basket_message_html_escaped; Message that indicates to the user if they are allowed or not allowed to checkout based on the status of their account. Message can be safely placed in HTML code.
  • basket_message_js_escaped; Message that indicates to the user if they are allowed or not allowed to checkout based on the status of their account.
Using the basket_checkout_status hook allows the area to be crafted in a way to handle if the user is allowed to checkout, and display any warning or blocking messages. This could be done through a popup, or other element set up in the area.
The cart_checkout_link hook has been modified to not set a URL to the Order Checkout/Submission web page if the user's account is blocked from being able to create orders.

Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal

TOT-3534 - Enable live check of user's customer account status if user is logging into a content managed website or changing accounts within it

On a content managed website there is now the ability to check if a user is allowed to create an order, based on performing checks on their assigned customer account similar to the functionality within the Trade interface.
Within the Administration Centre, under the Stores menu, within the Checkout Settings interface a new setting has been added labelled "Check live user's account status in interfaces".
This setting controls if live customer account checks should occur when a user logs into to either the Trade interface or a content managed website, as well as if the user tries to switch accounts during their session. The setting can be set to one of the following values:

  • Trade: Only when a user logs into the Trade interface will customer account status checks occur.
  • Content Managed Website: Only when a user logs into a content managed website interface will customer account status checks occur.
  • Both: If a user logs into either the Trade interface or a content managed website will customer account status checks occur.
  • None: No checks will be made when a user logs in either the Trade interface or a content managed website.
Additionally on a content managed webpage that contains either a "Sales Rep Basket Selection" or "Sales Rep Customer Account Selection" area, if a sales rep user is logged in and tries to change their account or basket, then a check will first be done to see if the customer account that they are switch to is on hold, out of its payment terms, or outside its balance limit, then a confirmation dialog will display asking if the user would still like to use the account, before switching them to the account.
This customer account status check may cause a live check to be made to the connector if the setting above has been enabled for a content managed website, and live account checks have been turned on.

Functionality Affected: Sales Rep Basket Selection, Sales Rep Customer Account Selection content managed web page area, Checkout Settings admin centre interface
Impact: Normal

TOT-3548 - Add paginator event listener to Customer Account Contract Detail content managed web page area

On a content managed web page that displays either a Customer Account Contract Listing and Customer Account Contract Detail area, if the user updates the list of contracts or products within the area, there is now the ability for Javascript logic to listen for area's lists being updated, allowing customised javascript functionality to be called, such as scrolling the user to the top of the area, or displaying a loading message.Each of the areas will now fire off a BEFORE_PAGINATOR_RELOAD event that allows any 3rd party Javascript to listen for the event and perform actions as the area reloads contracts, or products listed within the area.

Functionality Affected: Customer Account Contract Listing, Customer Account Contract Detail content managed web page areas
Impact: Normal

TOT-3559 - Increase maximum number of characters set for names of content managed web page area formats

Within the Administration Centre, under the Websites menu, within the Websites interface, when creating or modifying an existing content managed web page area format, the name of the format now allows up to 80 characters to be set in the name field.
This additional field length allows admin users to set longer and more meaningful names of web page area formats.

Functionality Affected: Websites Administration Centre interface
Impact: Minor

TOT-3562 - Allow web pages with the same title name to be created in each content managed website

Within the Administration Centre, under the Websites menu, in the Websites interface previously only one web page could exist across all content managed websites with the same title name.
This restriction has now been removed to allow multiple web pages to exist with the same title across multiple content managed web sites in the same TOTECS project.
Within the Administration Centre, under the Websites menu, in the Websites interface, under the Websites tree node when clicking on the New Web Page node, administrator users are now able to set the title name of the web page to match the same name of a web page that already exists in a different content managed website.
When a content managed web page is loaded the platform will now use the web page title and the domain set in the URL to determine the correct content managed web page to load on the web page.

Functionality Affected: Websites Administration Centre interface, content managed webpage load
Impact: Normal

TOT-3563 - Formats based on if a category is a leaf or a branch in Category Tree Nested Navigation and Category Tree Panel Navigation content managed web page areas

On a content managed web page displaying either a Category Tree Nested Navigation or Category Tree Panel Navigation areas, the areas need have been modified to support having different category record formats, based on if a category contains child categories or not (known as a leaf or branch category in the tree).
Within the Administration Centre, under the Websites interface, under the Webpage Area Formats Libraries expanding the Product Category node under the Category Tree Nested Navigation area, two new formats have been added called "Nested Category Branch Record" and "Nested Category Leaf Record".
These appear in a Category Tree Panel Navigation area for each category based on if a category contains, or does not contain child categories.
Two new hooks have been for each of these areas, "category_record_id" which returns the unique ID of the category and "category_parent_record_id" which returns the unique ID of the parent category that the category is assigned to.

Functionality Affected: Category Tree Nested Navigation, Category Tree Panel Navigation content managed web page areas
Impact: Normal

TOT-3568 - Hooks in User Details/Favourites/Orders content managed web page area to show the login ID and account code of the user who created the order

On a content managed web page that displays a list of submitted orders in the User Details/Favourites/Orders area, the area's "Historic Order Record" format now contains hooks that can show the Login ID of the user who submitted the order, as well the customer account that the order was assigned to.
These hooks can be used for when the area is used to show a list of pending orders to a managing user who needs to approve the order.
In the area's "Historic Order Record" format the following hooks have been added to be able to display the account and user who the order was created by:

  • ordering_user_login_id: Login ID of the user who created the order.
  • ordering_account_code: Code of the customer account that is assigned to the order when it was created.
Functionality Affected: User Details/Favourites/Orders content managed web page areas
Impact: Normal

TOT-3571 - Hooks to ignore discount fields when adding products to basket in Product Detail, Product Search Results Listing, Category Listing, or a Basket Product Listing content managed webpage areas

On a content managed web page containing either Product Detail or Basket Product Listing areas, or any areas that display a product using the Product Search Record format, there is now the ability to allow sales rep users to add the product to basket, or update an ordered quantity and not factor in values in the discount fields, allowing the platform to independently price a product factoring in any volume discount pricing, and account pricing.
In Product Detail and other areas using the Product Search Record format, if no discount fields and set within the area then the platform will not factor is the discounts when pricing a product being added to basket.
The following formats have additional hooks added:

  • Product Detail Format
    • addProductQuantityField_ex_discount: Contains a quantity textbox that allows the user to enter a quantity to order and does not factor in price or percentage discount fields if they press the enter key on the field.
    • addProduct_onclick_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket.
  • Product Search Record Format
    • addProduct_onclick_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket.
    • addProductQuantityField_ex_discount: Contains a quantity textbox that allows the user to enter a quantity to order and does not factor in price or percentage discount fields if they press the enter key on the field.
  • Basket Product Record Format
    • updateProduct_onkeypress_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket when the enterkey is pressed.
    • updateProduct_onchange_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket.
Functionality Affected: Product Detail, Basket Product Listing, Product Search Results Listing, Category Listing content managed web page areas
Impact: Normal

Bug Fixes

TOT-3560 - Customer Account assigned to a user's basket doesn't get switched when a user's account is changed within the User Detail admin centre interface

Within the Administration Centre, under the Users menu, within the Search Users interface, after locating a user and viewing the user's details, in the User Detail interface if the user's customer account had changed then the account was not being updated in the user's basket. Because of this when the user logs in they were still getting pricing based on their former assigned customer account.
In the User Detail interface if the user's customer account code is changed the platform will now correctly update the account assigned to the user's primary basket, or else if an existing basket already exists for the user with the account then it will become the user's primary basket that is used initially when the user logs in.

Functionality Affected: User Detail administration centre interface
Impact: Normal

TOT-3565 - Unable to load details of a product with the Inventory Editor admin centre interface if the product's class field contains an ampersand character

Within the Administration Centre, under the Inventory menu, after clicking on Inventory Editor menu item, upon finding and loading product that contained an ampersand within the the class field, the interface failed to load the details of the product.
In the Inventory Editor interface, when a user tries to load a product that contains an ampersand within the class field data, the interface will now correctly load the product data. The bug fix will ensure that any special character set within any product fields can correctly within the interface.

Functionality Affected: Inventory Editor administration centre interface
Impact: Normal




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