DATE:
AUTHOR:
The Shift4 Updates team
APPETIZE [PRE SEPT 2023]

Pre-Release Notes: Connect 12.2

DATE:
AUTHOR: The Shift4 Updates team

Target Release Date: 13 March 2023
Release Version: 12.2
Audience: S&E
Client Facing: Yes
Content: Connect feature updates, Connect bug fixes. Connect payments feature update and bug fixes. Reporting Features and Bug Fixes, Payments Features and bug fixes, Suites features and bug fixes


Connect:

Features:

  • Refunds - Connect now provides the ability to do a full transaction refunds for credit card transactions only.

    • The full refunds from Connect are only allowed under the following scenarios:

      • The transaction is paid in full by only one credit card

      • All items in the transaction are eligible for a refund

      • No refunds have previously occured on the transaction

      • Order is in a 'Completed' status

      • All payments through Elavon and Freedom Pay will be functional

    • Scenarios that are not supported by this release:

      • Mixed tender transactions

      • Orders paid for by any tender other than Credit Card

      • Orders created by Suites

      • Partial order refunds.

      • Partial payment refunds.

      • FIS

    • What happens when a full refund occurs?

      • A new refund transaction will be created that can be viewed in the Orders search page.

      • A full refund will be returned to the original credit card used in the purchase

Bug fixes:

  • Inventory - Standsheet- Fixed latency issues on the Standsheet, open, update, and close actions.

  • Inventory - Standsheet - Fixed a bug on the event 'Close All' action.

  • Inventory - Standsheet - Fixed latency issues with transfers

  • Inventory - Standsheet - fixed update error on standsheet when items are counted as waste

  • Inventory - Standsheet - Fixed a cancel transfer error

  • Inventory - Standsheet - Fixed the Sales values for refund scenarios

  • Inventory - Standsheet - Fixed a discrepancy between the Standsheet vendor total inventory sales and the Count out summary inventory sales

  • Inventory - Standsheet - Fixed a bug that was preventing information from posting to standsheets for sales that were done in the timeframe of the event on the device, but did not post to Connect until after the event close date/time.

  • Inventory Standsheet - Fixed an issue that was displaying a decimal value in the POS sales and exp sold columns.

  • Inventory - Standsheet - Fixed the standsheet 'POS Sales' and 'Sales' values

  • Inventory - Standsheet - Fixed an issue that was showing inventory from different venues in the standsheet.

  • Inventory - Standsheet - Fixed an error with auto re-stock transfers.

  • Inventory - Standsheet - Fixed an issue that was causing the standsheet to revert to 'counted out' when items are comped or wasted.

  • Inventory - Standsheet - Fixed the calculation for the Vendor summary POS/Inventory values and POS sales

  • Inventory - Standsheet - Fixed an issue where items were disappearing from standsheets.

  • Invnetory - Standsheets - Fixed an issue on the begin count and transfer amounts on a standsheet where a previous event standsheet was closed and inventory transferred, and a true up happens. This was causing zero counts and negative transfer amounts.

  • Inventory - Standsheet - Fixed an issue that was preventing more than 150 items from being transferred at the same time.

  • Inventory - Standsheet - The standsheet PDF extract calculations were re-factored to be based off of the same source logic as the Connect Standsheet.

  • Inventory - Standsheet - Fixed the refresh action on the Standsheet preventing the standsheet from refreshing.

  • Inventory - Event - Fixed a bug that prevented adding large amounts of vendors to an event at once

  • Inventory - Event - Fixed an error that prevented the Connect User from closing all events where over 100 vendors are in the event. Added messaging for a count of vendors closed/not closed. Added a retry option for partially closed or fail scenarios to add visibility for the user to know when the action did not complete.

  • Inventory - Event - Fixed an issue that was preventing updates to an event.

  • True Up - Fixed an issue where the 'last update time' was not updating after refresh.

  • True Up - Fixed layout issues for the add a vendor modal in the true up flow that was causing the 'add vendor' buttons to not be accessible due to very long vendor names.

  • True Up - Fixed an issue that was causing loss of data on True Up when the Users computer goes to sleep and wasn't prompting the User to refresh the True Up page, causing large amounts of data entry to potentially be lost.

  • True Up - Fixed an issue where True Up events were closed out and all items transferred, but the next true up event shows inventory coutns for the items that should have had inventory transferred out.

  • True Up - Fixed an issue where items were missing from the True up vendor count groups when creating a new True up event.

  • True Up - Fixed an issue that was causing non-inventory items to display on the item selector for a True up.

  • True Up - Fixed an issue that was causing non-inventory items to display in True Up.

  • True Up - Fixed an issue that was preventing the True Up beta event from closing.

  • Inventory - Purchase Order - Fixed an issue that was causing item categories on a purchase order to not display the correct category name.

  • Inventory - Transfers - Fixed an issue that was causing the review transfer page to not display any items.

  • Inventory - Transfers - Fixed an issue that prevented all inventory items from being deleted on a transfer, which prevent the user from deleting the entire transfer.

  • Inventory Item Import - Fixed an issue that was not allowing the user to enter in GL Cost and GL sales code on the inventory item import

  • Inventory Item Import - Fixed an error on inventory item import.

  • Fixed an issue that was preventing the exports of orders.

  • Fixed an issue that was preventing the user from adding cash drops

  • Fixed an issue that was preventing the inventory item details page to display

Known Issues:

  • Transfers should not be edited once completed. If a transfer is updated after completed the changes will not update the standsheets.

  • When an inventory event is open, if you create a True Up the true up, inventory will not relfect in the Inventory standsheet

  • Transfers that are not targeted to a specific event will not reflect in any event.

  • Cash or partial tender/partial order refunds are out of scope. See the refundsd user guide for a full list of refunds capabilities.

  • For Inventory you should not click outside of the box, refresh browser, or take any other web action while assigning all vendors to an event, opening an event, and closing an event.

  • Refunded orders on the orders search are showing a status of 'Completed' not 'Refunded' or 'Partially Refunded'

  • Editing item price on the Item - Details tab does not properly save.

    • Workaround: The price must be edited on the Item - Prices tab.

Reporting:

Feature updates:

  • An updated Recipe Book report has been added. The Recipe Book gives visibility into inventory item recipe configurations which are used for inventory depletion reporting.

Bug fixes:

  • Analytics Reports - Fixed an issue where downloading the XLSX export option resulted in an error.

Payments

Feature updates:

  • PPI Tenders - New fields for RawCardScan and ScanPattern, which will allow AX to decrypt non-traditional card strings and pull the card number when extra characters are added.

Bug fixes:

  • Atrium - Fixed an issue where Atrium settings were not being sent to the POS correctly from Connect.

Suites

Feature updates:

  • Added a "Last Updated" timestamp to the Event Order Report to clarify which orders users should expect to see included in the report (only orders placed before this time will be included)

  • Significantly reduced loading time when downloading the Distribution Report using the "Group by Category First" Template Type (performance improvements for additional Templates Types to come in subsequent releases)

Bug fixes:

  • Fixed multiple issues impacting Standing Orders, including issues that in some cases prevented Standing Orders from processing

  • Fixed an issue that in some cases prevented users from downloading the Distribution Report when using the "Group by Category First" Template Type (fixes for additional Templates Types to come in subsequent releases)

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