Release Notes (Beta)

September 2018 Beta 6

Software 18.3.143 / Database Schema 56 (no change from September 2018 Beta 5)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from September 2018 Beta 5)

Release Date: September 12, 2018

Ascend RMS Client

  • (fixed) (multi-store retailers) Remote quantities are updated when products are merged.
  • (fixed) In Database Explorer, the Show All button or checkbox can be selected in all areas.
  • (fixed) (multi-store retailers) When a transfer is associated with a transaction, it cannot be split, and the customer assigned displays at all locations.
  • (fixed) eCommerce sales save without error.
  • (fixed) Transactions which save successfully do not retain their in-use (“locked”) status.
    Sherpa tip: If a transaction isn't saved properly (e.g. Ascend crashes or the user performs an End Task on the program in the Windows Task Manager), this status won't be removed and users will receive a message that the transaction is still open on another workstation. If you’re seeing frequent “freezes” or crashes, please contact Ascend Support as the issue is occurring – these are often caused by underlying issues in your system, which if ignored, can cause other serious issues (including possible loss of data). You can find additional troubleshooting tips in our Spring Cleaning blog post.

September 2018 Beta 5

Software 18.3.134 / Database Schema 56 (no change from September 2018 Beta 4)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from September 2018 Beta 4)

Release Date: August 31, 2018

Ascend RMS Client

  • (fixed) Vendor spreadsheets can be imported using the appropriate headings from the Ascend Vendor Product Template.
  • (fixed) On the TCS Service Team Analysis report, results are displayed for all active (unhidden) Work Order Details, regardless of whether or not the transaction is marked as a Work Order.
  • (fixed) On the Service Center screen, the Customer Name column displays the customers Last Name, First Name (when the customer is an individual).
  • (fixed) (QuickBooks® users) When Options > QuickBooks > Export Settings > List Received Orders Individually is checked and multiple Vendor Orders have the same PO Number, each order item is not displayed separately on General Ledger Summary exports (IIF files).
  • (fixed) Transaction data is sent to Listen360 every night.
  • (fixed) When the Rental Charges sale item is removed from a Rental transaction, the transaction is disassociated from the Reservation and a new linked transaction can be created later without issue.
  • (fixed) On a Vendor Order, the Enlarge/Shrink button (on the toolbar) displays the appropriate text.
  • (fixed) (multi-store retailers) When a serial number which was previously transferred out of a location is transferred back to the same location, the original serial number is restored.

September 2018 Beta 4

Software 18.3.119 / Database Schema 56 (change from September 2018 Beta 3)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from September 2018 Beta 3)

Release Date: August 21, 2018

Ascend RMS Client

  • (new) On the Reservation Center screen:
    a. Click the Reservation Number to open the Reservation or the Barcode to open the Rental transaction.
    b. The filter (left) pane can be collapsed or expanded. The state is saved for each user.
  • (new) The Deposits, Layaways, Quotes and Work Orders user permission is now Deposits, Layaways, Rentals, Quotes and Work Orders. Use this permission to control which employees have access to Rental transactions (access to customer Reservations remains unchanged).
  • (new) In a Work Order transaction, access the Service Center screen using the View menu > Service Center.
  • (new) (multi-store retailers) Reservations can be edited at any location until a Rental transaction is created.
  • (new) Before a Reservation is saved, users with the Reservations - Override permission can click the Undo button to reverse the last change made to a Reservation Item.
  • (new) On the Service Center screen:
    a. Select your preferred view (Due, Ready for Pick-up, or All) from the toolbar. This selection is saved for each user.
    b. When the customer for a Work Order is a company, the Customer Name column displays the company name. When the customer is an individual, the Customer Name column displays the customers First Name and Last Name.
  • (new) (multi-store retailers) When scanning items in Transfers, the sounds configured in Options > General > Play Sound When Receiving Products > Audio Files apply.
  • (new) (multi-store retailers) On the Check-In Transfers screen, choose how scanned transfers are handled. This selection is saved across all workstations at your location.
    a. Select Scan and Receive to automatically add scanned items to inventory and immediately remove them from the displayed list. This option is selected by default.
    b. Select Scan and Select to select all scanned items. Select this option if you wish to perform additional actions for scanned items (e.g. print labels). Click the Receive button (on the toolbar) to add selected items to inventory.
  • (new) (multi-store retailers) On the Check-Out Transfers screen, scan a serial number to automatically associate it with a transfer item and mark it as Picked.
  • (new) Scheduled reports can be delivered to SFTP addresses.
  • (new) In Options > Receipts > Layout, customize the display of your transaction (e.g. Sales) receipts.
  • (fixed) On the Reservation Center screen, Ascend does not close/crash when returning to the Ascend Desktop.
  • (fixed) The Orders Received by Session report includes orders which are automatically created by an eCommerce sale (i.e. Direct-to-Customer Supplier Sync orders).
  • (fixed) (multi-store retailers) When a customer’s Purchase on Account Status is changed to Inactive, this change is reflected at all locations.
  • (fixed) (QuickBooks® users) When Options > QuickBooks > Export Settings > List Received Orders Individually is checked and multiple Vendor Orders have the same PO Number, they are not combined on General Ledger Summary exports (IIF files).
  • (fixed) Totals on the Inventory and Inventory by Category Summary reports display the same results.
  • (fixed) Gift receipts do not display prices.

September 2018 Beta 3

Software 18.3.71 / Database Schema 55 (no change from September 2018 Beta 2)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from September 2018 Beta 2)

Release Date: July 31, 2018

Ascend RMS Client

  • (new) Receipts for Payouts match the format of receipts printed for all other transactions.
  • (new) In the Reservations Center screen:
    a. Access using the Reservations Center tile on the Ascend Desktop.
    b. Search by Reservation Number, customer name, Reservation Product Description, Reservation Item Item Number, or transaction Barcode.
  • (fixed) (multi-store retailers) When a serialized item is transferred without assigning a serial number to the Transfer Item, local store inventory is adjusted appropriately.
  • (fixed) (multi-store retailers) Once a Transfer Item has been marked as Picked or Sent, it cannot be marked as Denied.
    Sherpa tip: Unsent items can be unmarked as Picked, then marked as Denied.
  • (fixed) (multi-store retailers) When a serial number is assigned to a Transfer Item after it has been marked Picked, it is removed from the sending store when it is marked Sent.
  • (fixed) (multi-store retailers) When a serial number is assigned to a Transfer Item, it always displays in the Transfer Item dialog box.
  • (fixed) (multi-store retailers) Quantity cannot be changed for Transfer Items that are marked Picked, Sent, Denied, or Received.
  • (fixed) When eCommerce sales are available to download into Ascend, an alert displays the Ascend Desktop > Messages pane.

September 2018 Beta 2

Software 18.3.58 / Database Schema 55 (change from September 2018 Beta 1)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from September 2018 Beta 1)

Release Date: July 17, 2018

Ascend RMS Client

  • (new) A Reservation cannot be opened on multiple workstations.
  • (new) If a discount was previously applied to a Rental transaction, it is reapplied when the associated Reservation’s duration is changed.
  • (new) Use the Reservations Center screen to monitor your reservations which will require attention soon. Select a date; view items by a single date, three-day block, or entire week. Filter by Collection or by the attention which is required.
    Sherpa tip: Access the Reservations Center from the Ascend Desktop > View menu > Reservations Center. A tile will be added in a future version. Multiple items cannot be checked in/out or edited.
    While feedback on this new feature is more than welcome, please keep in mind it is a work in progress. The following issues will be fixed in a future version:
    a. Tiles may not always redisplay properly when returning to the Ascend Desktop.
    b. When creating a new Reservation from the screen, the Select Customer dialog box may not always function correctly.
    c. Rental transactions cannot be accessed when the Reservation is opened from this screen.
    d. To access a Reservation, select the Reservation and click the Edit button (on the toolbar).
    e. Reservations cannot be searched.
    f. All Collections display, regardless of whether or not they contain any products.
  • (fixed) (multi-store retailers) On the Check-Out Transfers screen:
    a. When creating a transfer for an item which does not have sufficient quantities on hand, a warning message displays.
    b. When an item is scanned for which an existing transfer exists, the item is selected for action. Previously selected items remain selected.
    c. When a location is selected in the Send To dropdown and an item is scanned for which an existing does not already exist, a new transfer is created and is automatically selected for action.
    d. When (All Locations) is selected in the Send To dropdown and an item is scanned for which an existing does not already exist, a new transfer is created and the Transfer Item dialog box displays.
  • (fixed) (multi-store retailers) Users’ Title and Gender share between locations.
  • (fixed) When creating an Inventory Adjustment, Unit Cost can be entered when the product’s Quantity is zero.
  • (fixed) When the Service Center screen is accessed from a transaction, the Add button (on the toolbar) is disabled.

September 2018 Beta 1

Software 18.3.41 / Database Schema 54 (change from June 2018 Beta 7)

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84 (no change from June 2018 Beta 7)

Release Date: July 3, 2018

Ascend RMS Client

  • (new) In the Select Customer dialog box, transactions which are tied to a Reservation display Rental in the Type of Transaction column.
  • (new) In a serial number, the Assembled By dropdown displays the appropriate user, even if their user record was removed (hidden).
  • (new) (multi-store retailers) In Database Explorer > Reservations > Rental Products, select the Multi-Store tab to display total values for the Rental Product at other locations.
  • (new) In Database Explorer > Reservations, the Transaction column displays the barcode for the linked transaction and Estimate displays. On the Reservation Items tab, the Item Number selected displays. On the toolbar, click the Active button to display all Reservations which have not yet been checked in; unclick to display Reservations by date.
    Sherpa tip: The state of the Active button is saved for each user.
  • (new) In Database Explorer > Sales > Rentals > Sale Items tab, the Reservation Number displays for the linked Reservation.
  • (new) In Database Explorer > Reservations > Rental Products > Rental Items tab, the Times Rented column in the displays the total number of times the item has been checked in on a Reservation. Comments entered for the item display. (multi-store retailers) Uncheck your location name (at the bottom of the pane) to display Rental Items for other locations.
    Sherpa tip: Rental Items for other locations are view-only and cannot be edited.
  • (new) When saving Rental Products and Collections, spaces at the beginning and end of fields are removed.
  • (new) In Database Explorer > Reservations, click the Email or SMS buttons on the toolbar to send a message to the customer.
  • (new) In the Reservation screen, click the Email or SMS icons in the Details to send a message to the customer.
  • (new) The Service Center replaces the Work Orders Due/Work Orders Ready for Pick-Up screens. The last state selected (All, Due, or Ready for Pick-up) is saved for each user.
  • (new) The MC2180 inventory scanner can be configured as a USB Mass Storage Device (external drive). In this mode, the Windows Mobile Device Center software is not required in order to transfer product and scan files from Ascend.
    Sherpa tip: Windows Mobile Device Center software is required to install a new inventory scanner.
  • (new) When creating an Inventory Adjustment, Unit Cost can be entered only when the product’s Quantity is zero.
  • (fixed) In the Check-Out Transfers screen, clicking the Pick button (on the toolbar) does not remove extra quantities of the item from your inventory.
  • (fixed) When you have multiple monitors on your computer, the Reservation screen always opens on the same monitor on which the Ascend program displays.
  • (fixed) (multi-store retailers) View-only Reservations from another location display the correct status of items.
  • (fixed) In Rental transactions, payment buttons are always active until the day after the transaction is finished (closed).
  • (fixed) In Database Explorer > Reservations, results display when searching by Item Number. When sorting or filtering by Start Time or End Time, results display correctly.
  • (fixed) The Reservations screen matches the size of the main Ascend screen.

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