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TOTECS Platform Release 9.01
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TOTECS Platform Release 9.01
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October 29 2014 @ 02:44 PM
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Please view the notes below about the changes to the TOTECS Platform for release 9.01. These changes can also be viewed from within the Administration Centre.



 



 



New Features



 





TOT-2795 - Product Combinations Connector Data Import



Within the Administration Centre, under the Inventory menu, in the Data Imports, within the Accounting Connector tab there is now a new data import labelled Product Combinations.

The data import when run will obtain the Product Combination Profiles, as well as map child products to parent combination products based on the given field-value mappings obtained from the Connector.

If the combination profiles had been previously imported but are no longer imported, then the profile and its associated combinations will be removed.

The import depends on existing products being previously imported from the Products import, to allow a parent product to be turned into a combination product.





Functionality Affected: Data Imports Admin Centre Interface

Impact: Normal



TOT-2797 - Customer Account Invoices Listing content managed web page area



Within the Administration Centre under the Websites menu, upon clicking on a web page and clicking on the new area button, there is now an icon labelled "Account Enquiry" in the New Area dialog. Upon clicking the icon, an area type labelled "Customer Account Invoice Listing" exists. Upon creating this area type, it will allow users assigned to a content managed website to view invoices associated with their customer account that have been sourced live from the accounting/ERP associated with the project's connector settings.

This area contains 3 formats:



 




  • Customer Account Invoice Record: Displays the details of a single invoice record.

  • Customer Account Invoice Listing: Displays the list of invoice records, and has hooks to filter the invoice records.

  • Customer Account Invoice Error Message: Displayed if the invoice data could not be obtained from the connector.



The area is able to be created on both secure an insecure content managed web pages. It is highly recommended to only create the area on secure pages.

The area will only display invoices for projects that standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.



Functionality Affected: Customer Account Invoices Listing content managed web page area

Impact: Normal



TOT-2798 - Customer Account Invoice content managed web page area



Within the Administration Centre under the Websites menu, upon clicking on a web page and clicking on the new area button, upon clicking on "Account Enquiry" in the New Area dialog, an area type labelled "Customer Account Invoice" displays. Upon creating this area type, it will allow users assigned to a content managed website to view the details of an invoice associated with their customer account that have been sourced live from the accounting/ERP, associated with the project's connector settings. This area contains 3 formats:




  • Customer Account Invoice: Displays the details of a invoice.

  • Customer Account Invoice Line Item: Displays the the details of a single invoice item line.

  • Customer Account Invoice Line Text: Displays the details of a single invoice text line.

  • Customer Account Record Error Message: Displayed if the invoice could not be obtained from the connector.



The area is able to be created on both secure an insecure content managed web pages. It is highly recommended to only create the area on secure pages.

The area will only display an invoice for projects where the standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.



Functionality Affected: Customer Account Invoice content managed web page area

Impact: Normal



TOT-2799 - Customer Account Invoice Payment Form content managed web page area



Within the Administration Centre under the Websites menu, upon clicking on a secure web page and clicking on the new area button, upon clicking on "Account Enquiry" in the New Area dialog, an area type labelled "Customer Account Invoice Payment Form" displays. Upon creating this area type, it will allow users assigned to a content managed website to make a payment against a list of outstanding invoices that have been given to the area.

The area allows both credit card payments to be made, or showing the account details of a direct deposit and marking the invoices as being paid by direct deposit.

This area contains 3 formats:




  • Invoice Payment Form: Displays the credit card form and/or direct deposit details form. Also can display an error message if the payment was not successfully sent.

  • Invoice Payment Success Message: Displays when a successful payment has been submitted to the server.

  • Invoice Payment Form Error Message: Displays when the area could not draw payment form, or a connection to check if the invoices exist in the Connector could not be made or found.



The area is able to be created only on secure content managed web pages.

The area will only allow payments for invoices to be made for projects where the standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.



Functionality Affected: Customer Account Invoice Payment Form content managed web page area

Impact: Normal



TOT-2877 - Customer Account Detail content managed webpage area



Within the Administration Centre under the Websites menu, upon clicking on a web page and clicking on the new area button, upon clicking on "Account Enquiry" in the New Area dialog, an area type labelled "Customer Account" displays. Upon creating this area type, it will allow users assigned to a content managed website to view the details of their customer account that have been sourced live from the accounting/ERP, associated with the project's connector settings.

This area contains 2 formats:




  • Customer Account Detail: Displays the details of an customer account, including its name, current balance, limit, payment terms, and on hold status.

  • Customer Account Detail Error Message: Displays an error message if the customer account data could not be obtained from the accounting/ERP system through the Connector.



The area is able to be created on both secure an insecure content managed web pages. It is highly recommended to only create the area on secure pages.

The area will only display an account's details for projects where the standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.



Functionality Affected: Customer Account Detail content managed webpage area

Impact: Normal



TOT-2878 - Sending of account enquiry invoice and custom credit card payments to the Connector



Within the Administration Centre, under the Online Store menu, in the Accounting settings interface, under the Account Enquiry section we have added a setting called "Send Invoice Credit Card Payments To Connector". When set to on it will allow payments to be attempted to be submitted to the connector when a Trade or Content Managed Websites user pays for an invoice within Account Enquiry areas.

Within the Administration Centre, under the Online Store menu, in the Payments interface, if the forementioned setting is turned on then a Status column will be display with the buttons "Resend" and/or "Mark As Sent", which allows you to resend the payment to the Connector, or mark the payment as having already been sent to the Connector. Additionally there is a button labelled "Resend All Unsent Payments", which will locate all the unsent account and customer type payments and send them to the Connector. If a payment fails to be sent the process will abort at that current payment. In the Payments interface we have also added a Details button that allows admins to view the details of the payment, including the invoices associated with an account payment.

When an Account Enquiry invoice credit card payment is being made, previously TOTECS would store each invoice against the payment as a separate record. Now its ties all the invoices associated with the payment together. When the payment is sent to the Connector all of the invoice data is also sent to the Connector.

Within the Home page of the Administration Centre, if there are payments that could not be sent to the Connector, an alert message will display advising as such (when the above setting is turned on).



Functionality Affected: Sending of account enquiry invoice and custom credit card payments to the Connector

Impact: Normal



TOT-2881 - Editing content managed web page templates within the Websites Admin Centre interface



Within the the Administration Centre, in the Websites interface, upon expanding the Web Page Templates or Email Templates tree nodes, then clicking on a template, in the Template Properties panel there is now an Edit link, which upon the admin user pressing will open the Edit Webpage Template Content dialog with the loaded template HTML in the editor. In the editor the user can update the content of the template, then click either the Save And Continue button, or Save And Close buttons to save the template.

The text file editor is a plugin created by Code Mirror www.codemirror.net. The editor version 4.6 installed supports the latest browsers and version of Internet Explorer back to version 8.



Functionality Affected: Websites Admin Centre interface

Impact: Normal



TOT-2883 - Editing CSS attachment library files within the Edit Attachments Library Admin Centre interface



Within the the Administration Centre, in the Websites interface, upon expanding the Attachment Libraries tree folder, then clicking on a library, in the Edit Attachments Library interface for attachment files that are a CSS file, an Edit button will appear next to the Trash icon, which the admin user clicking the edit button, it will open the Edit CSS File Content dialog with the loaded CSS File in the editor. In the editor the user can update the content of the attachment, then click either the Save And Continue button, or Save And Close buttons to save the attachment file.

The text file editor is a plugin created by Code Mirror www.codemirror.net. The editor version 4.6 installed supports the latest browsers and version of Internet Explorer back to version 8.



Functionality Affected: Websites Admin Centre interface

Impact: Normal



 


 


 



Improvements



 



 



 




TOT-2796 - Hooks for pricing, stock level, quantity, add to basket in Product Combinations content managed web page area



Within the Administration Centre, in the Websites section, when modifying a Product Combination area in the Web Page Editor, the area editor has a new setting labelled "Use Product Search Format In Table Cell". When this setting is set to YES, then a product search is performed to obtain each of the child products, and allow the child product data to be embedded in a Product Search Record format. The Product Search Record data is then placed into the combination_product_search_record hook of the Combination Product Option Cell format, which allows the search record data to be positioned within the combination table cell. If the product could not be found or does not contain valid pricing and permissions then the combination_product_search_record hook will be empty.

With the ability to use the Product Search Record format the area can now display all the hooks required for adding products to basket or displaying descriptive information.

When creating a Product Combination area there will now be the need to assign a Product Search Record format to the area. The format can be an empty format is the area is not being displayed in a Table style.

Please Note: The "Use Product Search Format In Table Cell" setting when set to Yes will cause a product search to be performed when the loads its data in a table, this may be cause the area to take longer to load as a combination contains more child products. If there is not a need to show extra information in the table cell of the combination then turn this setting to No to enable faster page loads.



Functionality Affected: Product Combination content managed web page area.

Impact: Normal



TOT-2800 - Product deal offers to set a product's price at a different price-level price



Within the Administration Centre, under the Marketing Menu, in Product Deals and Vouchers the Offer drop down on the interface and in the Set Deal window contains 2 new offers:




  • Buy Product Quantity X At Price Level Y

  • Buy Over Product Quantity X At Price Level Y



These two offers allow a product to be redeemed at the price of the given price level, based on the unique ID of the price level. These offers only work with price level IDs set with price-levels coming from the Connector. The IDs can be found within the Inventory menu, under the Price Levels interface.

When a user redeems a deal through the Trade interface or deal content managed web page areas, if the price level does not contain a price for the set price level, then the deal will not be able to be redeemed, nor will the price be displayed in the system generated description of the deal.



Functionality Affected: Product Deals

Impact: Normal



TOT-2856 - Renaming of content managed web page area format types



Within the Administration Centre, under the websites menu, in the websites tree, upon expanding the folders within the Web Area Formats Libraries tree node, for each format associated with all different the areas, we have relabelled the formats to be more consistent and related to the functionality that they display.



Functionality Affected: Websites Admin Centre interface, Web Page Editor

Impact: Minor



TOT-2859 - Customer Account, User and Order address fields extended to 255 characters



For addresses stored against customer accounts, users, and orders, for address fields 1, 2 and 3 we have modified the fields stored in the database to now store up to 255 characters.

This allows more data to be stored in each of the fields to allow long place names, or concatenated address fields from the accounting/ERP system to be inserted into the fields.



Functionality Affected: Customer accounts, users, order address fields

Impact: Normal



TOT-2874 - Account Enquiry to display records from Ecommerce Standards Documents version 0.2



Within the Trade interface in the My Account interface, or within the Administration Centre within the Account Enquiry interface, we have modified the interface to be able to display record data that has been formatted into Ecommerce Standards Documents version 0.2.

The Ecommerce Standards Documents is a standard written by Xsquizzit to allow different types of data to be transferred between systems in a standard way. The Connector and TOTECS use this standard for transferring data between the two systems.



Functionality Affected: Account Enquiry

Impact: Normal



TOT-2875 - Product pack pricing displaying in product searches when using standardised pricing



Within the the Trade interface's product search results page, and on content managed web pages containing Product Search Results Listing areas, we have modified the product searching process to now return product prices factoring in pack pricing when the "Show Total Pack Price For Products" setting is set to ON. Because of this the product searches now will factor in quantity break discounts when calculating a product's price, when packs are being used.

For this improvement to come into effect please ensure that the Search Profiles have been regenerated by logging into the Administration Centre, under Inventory menu, click on Search Profiles, then press the Generate Search Profiles button.

This improvement may slow product searches down a small amount, so unless products must by displayed in pack prices, it is advisable to keep the "Show Total Pack Price For Products" setting to OFF to avoid the performance hit.

The improvement affects both the product searches in the Trade interface, and on the Product Search Results Listing content managed web page areas.



Functionality Affected: Product Search

Impact: Normal



TOT-2880 - Icons switched around for global and local formats within the Websites Admin Centre interface



Within the Administration Centre, in the Websites interface, when viewing the formats within the in the tree under the Web Area Format Libraries folder, we have modified the icons for the global formats to be in blue, and the global formats using the orange icon.

This makes the global format colours be consistant with the global content managed web page container colours.



Functionality Affected: Websites admin interface.

Impact: Minor



TOT-2882 - Websites details, attachment libraries, image libraries open in new windows from the Websites Admin Centre interface



Within the Administration Centre, in the Websites interface, when an admin user clicks on the websites domain, image library or attachment library tree nodes, a new window will open when the interface.

This makes it easier for Administrator users to switch between the two interfaces without having to reload the webpage.



Functionality Affected: Websites admin interface.

Impact: Minor



 


 



Bug Fixes




 


 




TOT-2762 - Uploaded logos not refreshing within the Interface tab of the Online Store Settings admin interface



Within the Administration Centre, under the Online Store menu, in the Interface settings page, when viewing the images of the company logo, trade interface logo, or navigation bar image, it was possible that the browser was caching the images and not displaying the latest images.

We have modified the images loaded in the Interface settings tab to ensure that the browser obtains the latest images.



Functionality Affected: Interface settings Administration Centre interface

Impact: Minor



TOT-2851 - Shopping List Products content managed web page area contains incorrect hook name in Shopping List Product format



On a content managed web page containing a Shopping List Products area, in the "Shopping List Product Record" format the "shoppinglist_product_list_remove_on" hook is incorrectly evaluating out to [INVALID FORM VAR], instead on the javascript function that allows a product to be removed from a shopping list.

Within the Administration Centre, under the Websites interface, after expending the nodes: Web Area Formats Libraries, User/Account Management, Shopping List Products, Shopping List Product Record, upon clicking on any format, in the Edit Web Area Format dialog the Area Format Hooks list that previously labelled shoppinglist_product_list_remove_on has been updated to be correctly labelled as "shoppinglist_product_list_remove_onclick".



Functionality Affected: Shopping List Products content managed webpage area

Impact: Normal



TOT-2854 - Basket currency totals not updating when a user changes their currency



On a content managed web page containing a User Locale area, if the user changed their currency assigned to their session, then any basket total hooks in a Basket Products Listing area were not being updated with totals calculated on the new selected currency.

We have modified the currency switching process to ensure that the basket currency totals are recalculated when the user's currency is changed.



Functionality Affected: User Locale update process

Impact: Major



TOT-2857 - RRP pricing hooks in Search Products Listing content managed webpage area not showing the correct price a the guest user's region



On a content managed web page that contains a Search Product listing area. If the user was assigned to a region that had set a RRP price level set that was different to the project's RRP price level, when the user viewed the RRP pricing of products in the area, it was displaying the RRP price based on the system setting and not the region's RRP price level.

We have modified the the search profiles and product searches to ensure that a region's RRP price level will be used for a guest user if applicable. For existing TOTECS projects the search profiles will need to be regenerated for this bug fix to come into effect.



Functionality Affected: Product searching

Impact: Major



TOT-2860 - Account Enquiry credit records from Micronet showing incorrect tax amounts on line items with multiple quantities



Within the Administration Centre's Account Enquiry, or through the Trade interface, when a user views a credit record for a given account from Micronet Distribution accounting system, the Tax Amount totals on the credit lines are being incorrectly calculated when the unit quantity is not 1.

We have modified the Tax Amount column to correctly calculate the Tax Amount applied to each line when the credit data is coming from Micronet.



Functionality Affected: Account Enquiry Credit record.

Impact: Normal



TOT-2861 - Switching navigation style of the categories dialog in the Trade Interface causes the top level categories to reload



Within the Trade interface, after a user has clicked on a category from the left hand navigation, in the Categories dialog if the user navigated through the categories then changed the list of style of the categories, the dialog would return the user to the top level categories.

We have modified the category trade interface dialog to ensure that once a use clicks on one of the navigation style buttons to display categories for, that it reloads the current category in the requested style.



Functionality Affected: Categories trade interface dialog

Impact: Normal



TOT-2864 - Products in packs having incorrect unit price displayed when unit price is stored as pack price



Within Product Details page of the Trade interface or on content managed web page displaying a product details area, the unit price of the product would display incorrect if the product was in a pack, and the pricing stored was for the pack price, and the product pricing was calculated using the standard method.

We have modified the product pricing calculations to ensure that it correctly calculates the unit price of a product, if the product pricing is stored in pack pricing. Previously the pricing was not factoring the units within the pack.



Functionality Affected: Product pricing calculation

Impact: Major



TOT-2865 - Unable to set a URL of a News/Blog Item field using the rich text editor's Link dialog within the News/Blogs Admin Centre interface



Within the Administration Centre, under the Marketing menu, in the News/Blogs interface, upon clicking to view the News/Blog Items against a news group, then clicking the Set Details button to bring up the News/Blog Item Details dialog, for the item's Heading, Body or Spare Field text boxes, it is impossible to embed a link within the fields when using the rich text editor's link dialog.

We have modified the News/Blog Item Details dialog to not set a modal pane behind it to ensure the rich text editor's dialogs can have content set by users.



Functionality Affected: News/Blogs Admin Centre interface

Impact: Normal



TOT-2868 - news_id hook in News Item format of the News/Blog Item content managed web page area displaying [INVALID FORM VAR]



For a content managed web page displaying a News/Blog Item area, if its "News Item" format contained the news_id hook, its value would evaluate out to [INVALID FORM VAR].

We have modified the News/Blog Item area to ensure that the news_id hook always evaluates out the news_id associated with the news/blog item.



Functionality Affected: News/Blog Item content managed web page area

Impact: Normal



TOT-2869 - Recycled attachment files not displaying in a content managed website attachment library when re-uploaded to the Admin Centre



Within the Administration Centre, under the Websites menu, within the website tree, upon clicking on an attachment library, in the Edit Attachments Library if an admin user had sent an attachment file to the recycling bin, then uploaded another file with the same filename and type, upon refreshing the web page, the attachment file would not be listed.

We have modified the file upload process to no longer flag a file as being recycled if a newer version of the file had been uploaded.



Functionality Affected: Edit Attachments Library Admin Centre interface

Impact: Normal



TOT-2871 - Global Product Search Form content managed web page area format missing mandatory hook



Within the Administration Centre, within the Websites interface, upon expanding the Web Area Formats Librares tree node, within the Search node, Product Search Form (Using Search Profiles) node, in the Search Profile Form format the global format labelled "Advanced Search w/option of search" did not have a mandatory hook set within it.

We have modified the global format to contain the correct mandatory hook "advsearch_onclick" in the format.



Functionality Affected: Search Profile Form content managed web page format "Advanced Search w/option of search"

Impact: Minor



TOT-2872 - Redeemable Deal Products Listing content managed web page area not displaying redeemable promotion deals on Emedia Email rich-text web page



On a content managed web page that contains a Redeemable Deal Products Listing area. If the web page was used as the rich-text part of an Emedia Email, and the area was set to display only deals that can be redeemed via promotional codes, the area would not display products in any Emails sent out to users.

We have modified the area to ensure that it can display products when it is assigned to an Emedia Email. Previously the area would only allow products to be displayed against a deal once a user had entered a promotional code.



Functionality Affected: Redeemable Deal Products Listing content managed web page area.

Impact: Normal





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