Release Notes (Early Release)

Sprint 198

Software 17.4.375 / Database Schema 47

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84

Release Date: November 27, 2017

Ascend RMS Client

  • (fixed) The TCS Service Team Analysis report can be scheduled for delivery.

Sprint 197

Software 17.4.373 / Database Schema 47

Ingenico Device Configuration: 17.3.1 / Firmware: 20.0.2.84

Release Date: November 21, 2017

Sherpa Tip: If your server is running Microsoft SQL Server 2012 or earlier, contact the support team to schedule your upgrade to SQL Server 2014 or newer. Previous versions of Microsoft SQL Server are not supported, and may cause errors to occur with newer versions of Ascend.

Highlights

Ascend Online Reports (AOR)

  • The Inventory & Sales History report displays additional details.
  • Select Vendor on the Sales by Category Summary report.

Ascend RMS Client

  • Receive a notification when a transaction is already open on another computer.
  • In Purchase on Accounts (accounts receivable):
    a. When a customer Account Type of Company is selected, First Name and Last Name are not required.
    b. Enter payment Terms for transactions.
    c. Click Manage Account on the customer editor to access the Payment on Account screen.
    d. On the Payment on Account screen, view the Transaction Details.
    e. Display the Purchaser’s information in the Ship To section of invoices.
    f. Print additional details on statements.
  • Enlarge and Shrink the text size on Vendor Orders, Work Orders Due, and Work Orders Ready for Pick-up.
  • In a Vendor Order, select a location from the Transfer To drop-down to send the product to Check-Out when it is received.
  • Only Show Available Spaces for Selection is automatically checked in the Spaces dialog box. Uncheck to view all Spaces (including those in use) in drop-downs.

Full Release Notes

Ascend Online Reports (AOR)

  • (new) On the Inventory & Sales History report, check the appropriate options to exclude values for Min/Max, On Order, Committed, and additional Product Details from the displayed results. Overall performance is improved.
  • (new) On the Sales by Category Summary report, Vendor can be selected. Sherpa Tip: Once an item is in your inventory, Ascend has no way to identify which vendor a specific item came from – only which vendors a product may be ordered from. Running reports by vendor may inflate your total values.

Ascend RMS Client

  • (new) Backup (both manual and automatic) performance is improved for stores with large databases.
  • (new) Payments cannot be processed while the transaction is loading or saving. This change prevents “orphaned” payments (i.e. payments which are not associated with a transaction).
  • (new) In the Spaces list:
    a. Check Sort Alphabetically to keep your Spaces list ordered.
    b. Right-click and choose Insert Row to add a new Space above the selected location.
    c. When removing a Space, it is not removed from the list until Save is clicked.
    d. Multiple Spaces can be selected for removal.
    e. When the list is unsorted, click and drag a Space to move it to the desired location.
  • (new) In Work Order Details, enter a maximum time of 99:99 for Est. Time and Actual Time.Sherpa Tip: Leading zeros must be entered for single-digit times (e.g. 06:07).
  • (new) Automatic delivery of the Cash Reconciliation Summary reports can be scheduled.
  • (new) In the Spaces screen, check Only Show Available Spaces for Selection to display only unused Spaces in Space dropdown menus.Sherpa Tip: This option is checked by default.
  • (new) Spaces are always released from Work Order Details when the transaction is finished (closed).
  • (new) When a Work Order Detail is marked Completed, the Timer stops automatically and the date is displayed next to the checkbox.
  • (new) Performance for importing and exporting Vendor Orders is improved.
  • (new) The Vendor Order screen is rearranged for easier use.
    a. Select a location from the Transfer To column to begin a transfer for the order item.
    b. On the toolbar, click Toggle Text Size to display text in a larger font.
    Sherpa Tip: User grid customizations share across all workstations in your store. Current customizations reset upon upgrade, but all future customizations are retained.
  • (new) Terms can be entered for customer Purchase on Account accounts.
  • (new) If a customer has an Account Type of Company selected, First Name and Last Name are not required, and Company is required.
  • (new) On the Purchase on Account payment dialog box, check Display Purchaser Shipping Address on Invoice to display the purchaser’s address on statements instead of the selected customer for the transaction.
  • (new) On the Payment on Account screen, click Details (on the toolbar) to view the information entered on the Purchase on Account payment dialog box.
  • (new) A transaction cannot be opened on multiple workstations.
  • (new) Ascend can be installed on new computers.
  • (new) Automatic delivery of the Activity Details report can be scheduled.
  • (new) All large (full-page) receipts use the same format.
  • (new) In-store and vendor product spreadsheet exports are rearranged for easier use. Download the new vendor product template file here.
    Sherpa Tip: Older template files will continue to work until Spring 2018.
    a. PartNo is now VPN.
    b. NonInventory is now IsNonInventory.
    c. MfgrPartNo is now MPN.
    d. The Select All/Select None buttons are replaced with a checkbox above the fields to import.
    e. All fields display in the Select Columns to Import dialog box.
  • (new) When printing Purchase on Account (POA) statements, print only open balance details, only paid balance details, or all balance details.
  • (new) (multi-store retailers) Performance is improved when saving and importing products.
  • (new) When charging to Purchase on Account (POA) and printing large (full-page) receipts:
    a. Terms display.
    b. “Charged to Account” displays instead of “PurchaseAccount.”
    c. Amount Due displays the amount charged to the customer’s account (instead of $0.00).
  • (new) On the Work Orders Due and Work Orders Ready for Pick-up screens, click Enlarge/Shrink to toggle font size.
  • (new) On the Work Order Details screen, Due Date and Due Time display separately.
  • (new) In the Items to Order dialog box, choosing a category also displays products in child categories.
  • (new) In Vendor Orders, click the Help button (on the toolbar) to view related training resources (e.g. knowledge base articles and Ascend University modules).
  • (new) The TCS Total Finished Work Orders report is renamed TCS Total Completed Work Order Details. Use this report to display the total number of work orders marked Complete in the selected date range.
  • (new) The TCS Work Order Add-On Dollars report is renamed TCS Add-On Revenue Details. Use this report to display the total add-on MSRP dollars in the selected date range by vendor.Sherpa Tip: Once an item is in your inventory, Ascend has no way to identify which vendor a specific item came from – only which vendors a product may be ordered from. Running reports by vendor will inflate your total values.
  • (new) The TCS Totals Received by Vendor report displays a Total for Amt Received and a % of Total Dollars value for each vendor.
  • (new) The TCS Service Tickets per Bike Sold report displays the percentage of bikes sold last year which have had an associated work order detail over the past year.
  • (new) The TCS Team Member Analysis report is renamed TCS Service Team Analysis. Use this report to display the totals for transactions, add-ons, and labor items by technician in the selected date range.
  • (new) The TCS Total Add-on Revenue report is renamed TCS Add-on Revenue Summary. Use this report to display total work order add-on MSRP dollars in the selected date range.
  • (fixed) When multiple work orders are selected, Availability cannot be clicked.
  • (fixed) In Options > Services, the Automatic Email BCC value can be removed (cleared).
  • (fixed) Spaces can be assigned to new serial numbers.
  • (fixed) When order items are split, values display correctly in the Product Query utility.
  • (fixed) On the Vendor Order screen, using the tab key on the keyboard does not exit the order.
  • (fixed) Multiple work orders can be selected and removed.
  • (fixed) When no cash is taken, but a payout is recorded, the QuickBooks® General Ledger Summary (IIF) file remains in balance.
  • (fixed) Spaces are released when a repair is marked Complete from the Work Orders Due screen and the transaction is closed.
  • (fixed) Performance on the Work Orders Due and Work Orders Ready for Pick-up screens are improved.
  • (fixed) When a special order is added to a transaction after another has been completed, users receive the Complete Special Order prompt for the additional items.
  • (fixed) When a work order is finished (closed) and the work order detail is marked Complete, it cannot be changed.
  • (fixed) When a product’s Estimated Time value is modified, open work order details containing the product automatically update.
  • (fixed) When a repair item is added to a work order detail, subsequent new work order details added are not automatically populated with this item.
  • (fixed) Scheduled reports do not repeatedly send every minute.
  • (fixed) When a serial number is transferred to another location, its Space is released when it is checked out.
  • (fixed) When selecting the View menu (from the Ascend Desktop) > Vendor Products, no products display by default (and therefore no timeout errors display).
  • (fixed) When transactions are merged via the Select Customer dialog box, the resulting transaction does not display that it is currently open on another workstation.
  • (fixed) In Database Explorer > Users > Time Clock, dates do not appear duplicated.
    Sherpa Tip: Don’t worry – this bug only affected the display in this area. Your Time Clock data was all safe and correct!

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