Keystroke POS Version 5 Read Me

** CURRENT VERSION = 5.20 - Build 21

Thank you for using Keystroke Point of Sale.

This file contains changes to the program since the manual and/or addendums have been printed. Keystroke POS software is owned by Specialized Business Solutions ("SBS") of Long Beach, CA and is protected by United States and international copyright laws (Copyright (c) 1988-2006. All rights reserved).

- Lines beginning with a hyphen are bug fixes for recently introduced errors.

MODULES: (Description of Codes used in this document)

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** Changes prior to 05/10/04 are in the file README51.TXT on the Keystroke CD. **

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The following are known issues with the Windows Version of Keystroke.

WINDOWS ERROR at 640x480x16 colors - the program generates a page fault in the VGA.DRV module when loading the custom fonts. Set FontName=Courier New in the WS#.INI file to eliminate the error.

***************** Version 5.10 ************************

-- GUI MODE ---

The Windows version of Keystroke now offers a new Graphical User Interface ("GUI") along with its traditional fixed font interface. To enable this interface, Use the GUI=1 switch on either the command line or in the WS*.INI file. (The Tutor data has this switch on in its WS.INI file so running Keystroke with the Tutor data will use the new GUI mode).

All the modules do not support this mode yet. The currently support modules are: Logo, Sales Manager, Configuration Manager, Database Manager, and Report Manager.

When displaying Database Records in GUI mode, the program uses the files scrW*.dat instead of scrN*.dat. If you have customized you database screens or have changed their defaults or field security levels, you will need to make the same changes to the GUI versions of these files.

*** Keystroke Point Of Sale Version 5 ***

05/10/04 - v5.10 Build 10 - Beta of 5.10 - Not Released

LOGO - Windows Version Only - Added the ability to enter a Product ID code from the Evaluation Copy Notice screen. To enter the code, press <Shift+F8> while on this screen. The code is a 25 character alpha-numeric number provided by SBS and is dependent on the Version and Serial number. This feature is offered to that a license disk does not have to be used. However, a license disk is still preferred since they often contain a patch file as well. If you need to change the registration information on a system, delete KEYSTROK.REG and the Evaluation Copy message will appear when you enter the program.

TRN - GUI - Increase number of line items on screen by 2 (from 9 to 11).

TRN - Display Parameters - added "Delay on Change Display" parameter. This is the number of seconds that the Total, Amount Tendered, and Change Amount will be displayed on the screen after the transaction is saved (if Change was given back, otherwise no extra display is made). A number of 0 (or a negative number) disables this function. While this information is being displayed, pressing any character key will cause the message to clear from the screen and the program will pass the key on to the new transaction. (So if a new item is scanned while the change is being displayed, the scan will still work). A non-character key (e.g. <Space>, <Enter>, <Esc>) will remove the Last Change Display but will not be passed on to the transaction. (In the DOS version, the keys are never passed on).

TRN - GUI - Detail Box - The fields and there format (location, font, size, color, etc.) that are displayed in the Detail Box on the bottom of the Sales Manager screen are controlled by a data file. The data file is TRNDET#.DAT (where # is what the Detail Box parameter is set to). These files can be edited so that each setting, although still using the old names, can actually display whatever works best for you. The files can be edited using a standard text editor. The column positions must stay the same. See DOC\TRNDET.DOC for more information on editing these files.

CNF - GUI - Settings - Sales Transactions - Entry - Detail Box - The list now includes the name of the data files used for each setting. (Note that the file names/number are not sequential).

TRN - Entry Parameter - Added "Clear Trans clears Customer" parameter. By default, when the Transaction Browse feature is used to look up a previous transaction for a customer, clearing the old transaction will take you back to a new one but the keep the customer you were looking at. Clearing the transaction again will then clear the customer from the new transaction. If this is parameter is on, then the program will clear the customer the first time the transaction clear function is used.

TRN - Transaction Browse - in now quicker to find the transaction for a particular Contact. Also added the ability to press <Esc> to cancel searching for a previous transaction for a contact or customer if it takes more than 3 seconds to find one.

TRN - Coupons - The program will now store the code of the coupons (a UPC code that starts with the #5) in the Product Code field of the coupon's Line Item.

TRN - DOS Only - if Auto-Fill shipped Qty parameter was off, then the default ship qty was being set to 1 if the QOH was at least 1.

TRN - If a Transaction Browse was used while locked on a customer to load a previous transaction and the transaction was then saved, the program was not resetting the customer for the next transaction to the default customer. Also changed program so that if Ctrl+PgDn is used while on a new transaction, the program will reset the customer to the default customer.


08/26/04 - v5.10 Build 20

REPORTS/LABELS - (Windows Version Only!) - When printing to the screen, the program now uses a new Report Viewer to display the report.

LOGO - Added a command line and .INI file switch ("ReportViewer=#") where # is either 1 or 0. If set to 0, then the program will print reports to screen as it did in previous version. When set to 1 (which is the default), then the program will use the new Report Viewer. (When running in GUI mode, the program will always use the new Report Viewer.)

- TRN - Fixed problem with security engine which could cause data corruption in Transaction Files. The problem occurred when a clerk that did not have edit transaction security brought up a transaction from a previous data file and  caused it to automatically be converted to a different type (e.g. applying payments to a layaway). The security engine was recognizing that they didn't  have security to change the current transaction manually and so was not saving correctly (even though it should have since they did have enough security to cause the automatic conversion).

- LOGO - Conversion to v5 - Shipping is Taxable - The program was losing the flag that marked the Shipping amount as taxable on transactions converted from version prior to 4.0. This is only a problem if you use the Transaction Shipping Amount field and charge sales tax on it.

- DBM - Editing Contact from a Customer record - selecting <Enter> on a contact from the list of contacts for a customer now allows you to edit that contact (same as pressing <F3>).

- TRN - Price Formulas - If a price formula had a Minimum base on Price Code Dollar amount, then the program was checking the total for the Price Code after the formula was applied instead of before. It now correctly checks the minimum based on the total amount for that price code before the formula is applied.

INI Files - Added support for MNUM= parameter. (Putting MNUM=RNUM in WS.INI will set the Machine Number to be the same as the /R switch number).

INI Files - Added support for GUI= switch. (Set GUI=1 to have the program run in the new GUI mode, see below).

Com Ports - Windows Version - Terminal Services on 2003 server - when reading serial ports from the client machine (e.g. getting the weight from an electronic scale), Window's remote calls were not passing the data through correctly. When opening a serial port for reading, Keystroke will now use a different form a communication with serial port to get around this problem.

GLLINK - Setup - Parameters - Added "Purch - Use Dist. Cost" parameters. If this is on (which it always was before and is by default) then the program will post Purchase Transactions using the Distributed (also called Landed or Adjusted) cost which is the cost used to update the Average Cost when items are received and is therefore the cost of COGS for inventory items. If this parameter is turned off, then GLLink will post Purchase Transactions based on the Line Item cost and the Shipping and Discount amounts for purchases will need to be entered into the accounting system by another method.

KSL - Price Tags - By Item - Default for new settings on Inventory is now Prompt for Qty - if QOH = 0 them default =1

TRN - Payment Less than Total - Put on Hold message - changed default to button from Ok to Cancel.

CNF - Form Messages - When editing a form message the program now displays the position of the cursor as a number in the Message bar at the bottom of the screen.

FMTR - Field Flags - Added "Don't Print if Negative" field flag.

- TRN - Would get File is locked by another user message on KSBKO.DAT if another user had the BackOrder list open. Also, would get File is locked by another user message on KSCRM.DAT if another user had the Credit Memo list open.

- SCRPT - DOS Version only - the Beeps parameter was not being saved correctly (usually being set to 0).
 
TRN/QTE - Added support for looking up Quotes by Customer's Order Number field on Quotes (transaction files will need to be packed for older quotes to appear).

VAR - Auto Fill - Search screen now defaults to having Service flag Off.

- KSR - Inventory Analysis - if Sorted by an extended sort type, then a Record Category not found error would sometimes appear.

- POR - Import Line Items - was not updating Qty Ordered correctly so it would print out as either 0 or the default order qty for the item instead of the imported qty.

- IMPTRN - Was always using the Sales Transaction Invoice Number counter no matter what transaction type was being imported.

- TRN - Credit Memos - If the payment button was selected a second time in order to edit the payment, the payment amount was being reset to the customer's balance.

SHOWSTATUS - <Shift+F12> - Added Support Expiration Date

TRN - Parameters - Display - 1st Column - Added selection for Category + Location, and Location + Department.

SCRPT - Program will now initialize files if they are 0 bytes (use to only initialize them when they didn't exist).

- MTX - Reports/Labels - when selecting a matrix item to print on a report or label, and using either of the List methods for selecting, the program would generate an error 52 and then stop running.

TRN - GUI Version - Changed Complete Sale Box to always show Amount Remaining or Change to be in Large Font and the total to be in the regular font. The Transaction Settings - Detail Box - Large Totals no longer affects how the Complete Sale or Change box are displayed in the GUI version since they are always displayed in the larger font anyways.

- PROD - If a template was edited and saved and a production was saved without reloading the template, then the date for the new production would be the same as the template date.

PROD - When saving a template, the template date will now always be updated to the current date.

TRN - Dataport - Line Items - Removed the Line Number= line and added LINENUM= which follows the **Start Line Item line.

- VAR - Auto Fill - Toggle fields were only supporting 1 and 0 as conditions.

- STOREMRG - When removing an older/filled Purchase Order, the program was not removing the line items correctly and could sometimes cause the program to crash.

DELTRANS/WDELTRANS - Back Order/Open Orders - This utility was not updating Back/Open order lists when removing open transactions. Now it does.

CNF - Export - Added parameter to Include Header Record on first line.

KSEXPORT/WSEXPORT - Add supported for the number 4 in the FLAGS= parameter to include the Header Record for the Field Names in the created file. If you want both non-importable fields (Flags=1) and a Header record (Flags=4) then use "Flags=5".

- TRN - Line Item Detail Display - the program was not always re-reading the inventory item so the if the same item was displayed over and over again, it was possible for the old QOH information to be displayed instead of the current QOH.

GLLink - Parameters - Added a parameter - "Closeout - All Registers". If this is on, then then program will on post closeout records from Register #0 (All Registers) and will not post closeout records from individual registers. If this is off (which it is by default). Then the program will only post closeout records from individual register and will not post the records for Register #0 (All Registers).

CNF - Settings - Parameters - added a "Supports 5 Digit Price" parameter below "Enable Deli Scales" (which must be on to see it). If this parameter is on, then the bar code label from a deli scale can contain 5 digits for the total (up to $999.99) instead of just 4 (up to $99.99). If you turn this on, make sure your deli scale is also set to 5 digits, otherwise the deli scale may print a number other that 0 in this position which will greatly inflate the amount being charged.

TRN - The Valid Customer Required security level was not being check when the program was forcing an invoice to be saved as the Quick Save transaction type due to not enough being tendered.

TRN - Payments - Mercury/PC-Charge - Program will no longer allow a payment to be saved until a Credit Card Number is entered.

- TRN - If and Transaction was edited and the Transaction Number was changed, then the program was saving its payments and not replacing or deleting the original payments. This would leaved orphaned payments in the system (payments that don't appear on a transaction but do show in payment reports and in Closeouts). These orphaned payments can only by removed by using the
DelUtil.exe program.

STOREMRG - Variances - Added support for Matrix Items.

- DBM - If you did not have security to edit customer's, then you could not edit the Contact database (even if security was set to allow it).

DBM - Windows Version - Added Mouse support Find Alternate Code list.

AR - Statements - When printing payments, the program will now print the Payment's Terms instead of Name + Reference. This allows credit card numbers to be masked.

- TRN - Negative Sales Orders - every time a negative Sales Order (items being returned) was printed, the program was incrementing its Transaction Sub Number (letter A, B, C, etc. that shows how many invoices were created from it). This would cause some of the letters to be skipped. The invoices were still created correctly and no data was lost. It just looked like since some of the letters were missing.

- POR - The new "Quantity Received Total" field on purchase forms was printing double the amount when printing a purchase invoice.

- TRN - Changing the transaction type while in the Enter Customer box would sometimes not redraw the line items screen correctly.

TRN/POR - When saving a transaction, the program will not lock the Customer/Vendor file if the Customer/Vendor number is 0.

Report Viewer - <Ctrl+Up> and <Ctrl+Dn> can be used to change the zoom factor. <Ctrl+Shift+Up> and <Ctrl+Shift+Dn) to change the Zoom Mode.

TRN - DOS Only - When saving a sales order that creates an invoice, the Sales Order was being removed.

CNF - Sales Payments - when adding a new payment, the default Closeout Calculator is now the Check Calculator (instead of Standard).

CNF - Printers - No Longer shows the " None" printer when using the Hardware - Printers function. You can no also press <F3> to edit a printer from any printer list in the Configuration Manager (i.e. when assigning a printer to a Print Button).

- TRN - Payments - the no OverPayment parameter was not working if the amount left to be paid was 0.00.

GUI - Added a GUIScale= flag to .INI files. This determines the ratio of the font size, button size, and field height used on the screen. The default is 1 where the size will match the screen size. A larger number (like 1.1) will give you a larger font but the fields will start to run into each other. A smaller number (like 0.8) will give a smaller font resulting in more vertical space between the fields.

REPORT VIEWER - Added a ReportButtonScale= flag to the .INI files. This is the size of the buttons that appear in the Report Viewer in relation to the size of the Title Bar. The default is 1.5 which makes the height of the buttons be 1.5 times taller than the windows title bar.

FILE I/O - Windows Version - optimized file I/O to get up to a 40% increase in speed. This reduces the time for certain functions to run. For example, in tests, packing a file took 43% less time, saving a Purchase Order took 35% less time, Import took 12% less time, and running an Inventory Analysis report took 26% less time.

Report Viewer - Hot Keys for movement and zoom:
<Left/Right> - move left/right one space.
<Ctrl+Left/Right> - Move to left/right edge.
<Tab/Shift+Tab> - Move left/right 20 spaces.
<Up/Down> - Move up/down on line.
<Ctrl+Up/Down> - Move to top/bottom of page.
<PageUp/PageDown> - Move up/down one screen.
<Ctrl+PageUp/PageDown> - Move up/down one page.
<Home/End> - Move to top of first page or bottom of last page.
<Ctrl+Home/End> - Move to top of first page or bottom of last page.
<Ctrl+Plus/Minus> - Zoom In/Out (changes zoom mode to Manual)
<Ctrl+Shift+Plus/Minus> - Changes zoom mode (Page Width, Stretch, Manual, Thumbnail, Two Pages, Whole Page)

Report Viewer - The images on the buttons at the top of the viewer come from files in the ICONS\VIEWER\ directory. The images can be changed by copying different ones to the files that already exist there.

Report Viewer - The buttons at the top of the viewer can be customized by creating a RV.INI in the data directory (or RV#.INI where # is the register number). As sample of this file and the default settings can be found in the files directory. The parameters are:
Type= 0-Hidden, 1-Button, 2-Text Field
Macro= If Type=1 then Number representing a Key
If Type=2 then 1=Page Number, 2=Percent Zoom
Height= Ratio to standard height
Width= Ratio to standard width.
TrackTop= Top Margin
TrackTopType= TrackTop is: 1-Pixels, 2-Twips, 3-Ratio of standard height
TrackLeft= Space before
TrackLeftType= TrackLeft is: 1-Pixels, 2-Twips, 3-Ratio of standard width
Align= Text Alignment: L-Left, C-Center, R-Right
DisableWhen= 1-FirstPage, 2-LastPage, 4-Only 1 Page, 8-Report Still Running
PictureName= Name of graphic file (no path, file must be in ICONS\VIEWER\)
Text= text to be displayed
ToolTip= text displayed when mouse hovers over button


TRN - Transaction Lock Date - Payments - the program no longer locks payments that are not stored in the main transaction files (the "Save Payments to this File" parameter is On for the current transaction type).

TRN - Customer Entry box - changed the label on the Contact information from "To:" to "Ship:" so the hotkey for this field could be set to <Alt+I>.

QTE - Now uses the "Reload Avg Cost when Editing" parameter from the Quote Sales Transaction type.

DATAPORT - Importing Transaction Information - Once the file to be imported is found, the program will now wait for the file to be unlocked without displaying a warning that the file is locked. This allows an external program to start creating the file to be imported immediately, but then take as long as it needs to finish creating the file. By doing so, it is letting Keystroke know to simply wait for the file to finish and to not display any error messages.

KSR - Profit Field on Sales Transactions (STHC:Profit) was including the transaction shipping field in the profit, it now subtracts it out.

VAR - Entry by Stock Number - remove 5 digit limit so Matrix Items and Alternate codes can be used.

- AR/TRN - ROA Payments and Credit Memos were not using the exact current time but would stamped with a time of a few seconds to several minutes prior to when they were entered. Was only a problem if include ROA Payments in Closeout and you entered an ROA payment soon after running a closeout.

TRN - Select Price - Add support for prices from Matrix items.

- KSR - Customer Activity Report - If the Include All Open Open Items parameter (under Sections) was on and the customer's oldest open invoice date was after the starting date for the report, then transactions dated prior to the open transaction were being skipped.
 
KSR - Writing the audit entry that a report is being run would cause the KSTRNHDR.DAT file to remain locked while the report was running if the report used the transaction files.

LOGO - Conversion from v4 to v5 - The profit margin on Departments and Categories is now set to Null instead of 0.

CNF/TRN - Pin Pads - Add support for Verifone Everest and OMNI card readers.

POR - If editing a Purchase Order with no line items on it, the program will now start in Order/Recvd mode.

- ToolBars/Macros - The SendKeys routing is now being handled by an internal function instead of by the built into windows.

CNF - Backup - The program was clearing the Changed Files Only flag if the Reformat Disks parameter was off (should have been clearing the "Full (New Disks)" parameter).

TRN/FMTR - Added a line item field, "Weight Manually Entered". Any item marked as "Use Scale" that has its shipped qty manually changed (either in the Enter Weight box or by changing the Qty Field column) will have a # sign in this field.

FMTR - Added a field flag, "Use Field Text as Mask". If this is on, then the program will reformat the field based on the information entered in Field Text. This is used to force the program to always display a number in a particular format. Examples: "0.0" - Number will always use 1 decimal point and have a 0 in the ones digit if the number is less than 1 "0.00#" - 2 or 3 decimal points "$#,##0.00" - display as a dollar amount with commas.

- TRN - Fixed problem with security engine. The problem occurred when a clerk that did not have edit transaction security brought up a transaction from a previous data file and caused it to automatically be converted to a different type (e.g. applying payments to a layaway). The security engine was recognizing that they didn't have security to change the current transaction manually and so was not saving correctly (even though it should have since they did have enough security to cause the automatic conversion). (A similar fix was applied to v5.01 Build 81 but it only applied when the new transaction was being saved to a different file than the original).

- IMPTRN/IMPPOR - Payments - was not saving Clerk Number, Register Number, or Store Number.

TRN - Default Customer - if the Default Customer had a Default Contact, the program was using the Price Table, Tax Table, Age, or Salesperson from Customer record and not from the Contact's record.

TRN/QTE - When the Exit w/ Quote function is used in the Quote Manager to generate an invoice and either the items are not in stock to ship or are serialized, the program will now display in Order/Shipped mode. If Order/Shipped mode is not available on Invoices then the transaction will be switched to a Sales Order. If Sales Orders are not available, then the Qty on the items will be set to 0 (which is what it was doing before this change).


09/10/04 - v5.10 Build 21

KSL - Add ability to run in GUI mode.

KSR/KSL - Changed Select Report Form list to use <F9> to switch between sorting by Description and sorting by File Name.

WS.INI - Added new parameter - PVAlwaysOn - if this is set, then the program will keep the picture viewer window on the screen and will update it as the program is used.

WS.INI - Added new parameters - PVFixed and PVStretched. PVFixed controls the size of the Picture Viewer window. If it is On (PVFixed=1) then the window will always be the same size. If is is Off (PVFixed=0, which it is be default) then the window will resize itself based on the size of the picture being displayed. PVStretched controls the size of the picture inside the window. If it is On (PVStreched=1, which it is by default) then the picture will be resized to match the window. If it is Off (PVStretched=0) then the picture will not be resized as it is displayed.

WS.INI - Added new parameters to determine how/when the picture viewer is used. The parameters are: PVInv, PVCust, PVVend, and PVClerk for Inventory (and Matrix items), Customers (and Contacts), Vendors, and Clerks respectively. The settings are:
1 - Show Picture when the Show Info <Ctrl+F2> function (default is ON)
2 - Autoview in record list box
4 - Autoview on database records
8 - Autoview on sales transactions
These settings control when a picture (if one is available) is displayed for the currently selected record. The settings can be added together. For example, to tell the program to automatically show the picture of an inventory item with <Ctrl+F2>, While in Sales, and in Record Lists, add the setting "PVInv=11" to your .INI file (1 + 2 + 8) . To only show customers when on a customer database record but not with <Ctrl+F2>, set the parameter PVCust=4.

WS.INI - Picture Viewer Settings - the program will now automatically save the settings PVLeft, PVTop, PVWidth, and PVHeight if the the picture viewer is manually changed by dragging it with the mouse.

LABELS - When first starting a data set, the program no longer creates a Last Used entry for you. It will still do this once a function is used so that the "default" print job will be based on one that was selected. (This was mainly done so that Tags and Labels won't default to printing "All").

TRN - Line Item Detail screen - The <Ins> key now does a better job of pulling up the correct function base on the field that you are in.

- PAIDOUT - If a paid out was done while an old transaction file or an Alternate transaction file was in use, the paid out would either be written to the KSTRN.DAT or the older transaction file instead of the current transaction file.

- TRN/QTE/POR - Price Calculator - added support for GUI mode. Also added ability to enter total price and back calculate discount.

- TRN - Back Calculating a Price by Entering a number in the Amount field was not working correctly when editing a transaction.

- TRN - Security Levels - Convert Transaction - the program was not allowing a transaction to be manually converted to a transaction type that the clerk did not have Edit Transaction security for. Now the program checks the Create Transaction security level instead of Edit Transaction security level.

- TRN/QTE - The change in build 20 for the Exit w/ Quote function was only working when the Convert On Exit w/ Quote parameter was on. Now it works regardless of this parameters setting.

- TRN - Payment Authorization - InHouse check list - was not working correctly if payment reference was more than 30 characters long.

- GUI - Fixed the way clicking the mouse on non-active fields works. (It was always selecting the next active field on the screen even if it had nothing to do with the field that was clicked).

- GUI - Fixed the use of Ctrl and AltKey combinations with Letter keys when CapsLock was on.

- TRN - GUI - Menu items that were disabled because of security where not being grayed out.

- TRN - GUI Only - If an item had an & in it, it would was being displayed as an underline.

- KSR - GUI Only - Clicking on a greyed out menu item would cause Error 5.

- Comments - The program was not asking to Save Comment when the <Esc> key was pressed.

- TRN - GUI Only - Changing transaction types or screen mode (<Shift+F9>) would leave artifacts on the screen and sometimes cause an error 44.

- GUI - Comments and Clerk Messages - If data that contains manual line breaks was pasted in from another program, then Keystroke was having trouble displaying it correctly.

CNF - Backup and Restore - Windows Version - changed the way the program shells out to run these commands. It will now display a message stating that it is waiting for the external command to finish.

- Report Editor - Test Print - if not running in GUI mode than the list of fields would disappear after using Test Print.


09/14/04 - v5.10 Build 22

TRN - If shipping items from on a transaction type that is marked to create a new transaction when items are shipped (e.g. Invoices from Sales Orders), the program will now automatically go to the fields in the Complete Sales box the same way it would if creating a new Sales Order.

- REMDUPES - would get Error 52 when trying to update the Back/Open order file.

- KSR - Customer Activity - Grouped by Contacts - if the customer did not have any contacts, then it was print transactions for customer number 0.

- KSR - Inventory - Exceptions - the Report On filter was not being saved.

- Report Editor (from build 21) - was not allowing line items to be edited when not in GUI mode.


10/11/04 - v5.10 Build 30

CLOSEOUT - Added support for GUI mode.

CLOSEOUT - Added support for PageUp and PageDown keys.

CLOSEOUT - Check Calculator - Added support for <Ctrl+F8>. If this key combination is pressed, then the program will put a check mark next to all payments on the list.

- CLOSEOUT - If the clerk does not have security to use Full Closeout, then the program was not allowing them to escape from the Print Dialog box even if they hadn't printed yet.

TRN - Print and Continue - this parameter now works when editing a transaction that will create another one (e.g. shipping items of of a Sales Order).

- CNF - Pack - The Invoice Number field on purchase transactions (this is the text field on the Complete Purchase box) was blank, then the pack function was not indexing the record for that particular field.

- TRN - Negative Payments on Sales Orders were not being saved with the invoice being created if a print button was used before saving it.

- KSL - Price Tags by Sales/Purchases to screen were not showing the tags as they were being created.

- CLOSEOUT - Sales Summary Report - Order Deposits Made - if the Delete Completed Transaction parameter was turned on the Archive was set to None on a Transaction Type that accepts payments (e.g. a Sales Order) then the program was including payments that were placed on the completed transaction in Order Deposits Made amount. It no longer does this if the amount is also included in the Total Sales amount.

- TRN - When a transaction was automatically converted (e.g. On Hold to Invoice), the program was not always displaying the Select Payment list correctly.

- GUI - Inventory - Vendor Info List - was not displaying correctly after being edited.

TRN - GUI - DOC\TRNDET.DOC - this document has been renamed to DOC\DETBOX.DOC and includes information for detail display for both Sales Manager and Purchase Manager.

POR - Added suport for GUI mode.

POR - GUI - Detail Box - Uses files (PORDET#.DAT) to determine format and what is displayed (just like in GUI version of Sales Manager). See DOC\DETBOX.DOC for more information on editing these files.

- GLLINK - Print to Screen - sometimes the report viewer was not displaying the last page of the report.

CNF - Commission Codes - redesigned screen to use buttons instead of option lists.

CNF - Archive To - turned this back on even if Delete Line items is on. However, in this case, the archived transaction will not contain any line items (it will contain the header information and payments).

CNF - Archive To - All transaction types that accept payments and have Delete Completed Transaction turned on should be Archived. If the transaction is just deleted, and not archived, then the payment history is lost and payments transferred to invoices will be out of balance. The program will now display a warning if when leaving the Save Parameters screen with these settings.

- IMPORTER - Matrix Items - Replace - was giving an Error 9 when trying to remove the original data files. (Workaround is to delete KSMT*.DAT yourself, go into Matrix to reinitialize the files, and then run Import-Merge).

- ToolBars/Macros - The SendKeys routine was not working with Control + Letter combinations (e.g. ^a was not working).

- GUI - If the CapsLock key was down, barcode readers would send in the numbers as the shifted character of that key (e.g. "2" would come in as "@").

KSR/KSL - Report Viewer - The program was basing the screen display on the default Windows Printer. This would cause problems if that printer was either a "Generic/Text" printer or some other non-standard printer. The program now uses the Printer Name set on the report parameters (or if that is not found, then Printer Number 1 from Keystroke). It will also now use the .WPD file for this printer (if one is available) to control the fonts.

- GUI - Keyboard Hook - changed the default Keyboard Hook Function to use a high level hook instead of a low level hook. This should allow other programs to monitor the keyboard better. To switch back to the low level hook, add KeyHook=1 to either the command line or ws*.ini file.

- TRN - Comments in alternate transaction files were sometimes getting mixed up. If a transaction that is being stored in its own transaction files was edited and the line items were changed, it was possible that the comments attached to the line items would be either mixed up, have other characters added to them, or even get lost.

GUI - INI Files - added setting for Font=, EditFont=, and LabelFont=. You can use these settings to change the name of the font used by Keystroke while in GUI mode. EditFont= is the font used in data fields, LabelFont= is the font used to display the labels for those fields, titles, and messages. Font= sets both with one setting. If the font name does not match exactly, then Windows will pick a font for you. Also, the font must support the OEM character set (also called set #255). If these settings are not used, then the program will use the Arial font.

KSR - Transaction Reports - the field STHC:On Deposit was not working correctly. The program now recalculates it by reading the payments on a transaction and adding them up whenever this field is used.

- TRN - GUI - Complete Sale Box - if the transaction type was changed, then the Payment box would be blank on the screen and sometimes the complete sale box would not clear itself when leaving it.


10/26/04 - v5.10 Build 31

GUI - CNF - Settings - Parameters - Added a Paragraph Symbol parameter. This symbol is used to display hard returns when editing comments and messages.

GUI - TRN/POR - Detail Box - changed Color settings form fonts from BBGGRR to RRGGBB. (see doc\DetBox.doc for more info).

Report Viewer - added support for drawing Single and Double lines when using a font that does not have the single and double line draw characters.

TRN - Forms/Dataport - Added Customer Total Purchased and Last Purchased fields. The Total Purchased will not include the amount of the current transaction (even if it has already been saved). The Last Purchased Date may be from the current transaction if it was already saved.

- GUI - TRN/POR and Record List Boxes - were not using the Currency Symbol ever where (some places where always using dollar sign).

- GUI - CNF - Select Character list - was not working correctly in GUI mode.

- GUI - POR - Finished adding mouse support for GUI version.

GUI - TRN/POR - Detail Screens - Added support for fonts that don't support OEM Character Set (#255). Before this change, if a font was specified that did not support the line draw characters, Windows would automatically select
a different font that did.

- TRN - Converting Transaction Types with Serialized items was giving the message that serialized items were available to be shipped and zeroing out the shipped qty. The program no longer does this if the original transaction type has the Update QOH parameter turned on.

CNF - Scale - Can now press <Ins> to bring up Ascii character list while in the Request and Response code fields.

- GUI - Alt Code List - Was not allowing mouse to be used to select a different line.

- GUI - Changed the way new windows are created to title bar of Keystroke does not flash.

- TRN - Customer Entry - The Select Contact parameter was not working if the selected from the customer list box.

- TRN - Credit Memo - if you try to enter a negative amount, the program was getting stuck on the warning message that you can't enter a negative credit memo until you set the payment amount to 0.

- TRN - Credit Memo - if you try to enter a negative amount, the program was getting stuck on the warning message that you can't enter a negative credit memo until you set the payment amount to 0.

GUI - TRN/POR - The color used to display the text in the current line is now bright white instead of gray.

-CNF - Purchase Payments - the Print Immediately flag was not being saved.

- PROD - Production Reports - Fixed error 52 when running a report and the production included Matrix items.

- KSR - Customer Activity Report - The grand totals on this report were not correct.

- KSR - Default settings for reports were being lost if the report was not run the first time you went into the reports setting box.

- CLOSEOUT - GUI - Security settings were not turning off the menu items that the clerk should not have had access to.


11/02/04 - v5.10 Build 32 (not released)

WS.INI - Added ReportViewerPrinter= setting. This setting determines what Printer Driver (and therefore .WPD file) is used when printing to the screen using the Report Viewer. This setting accepts numbers greater 0 and higher and should be set to the Printer Number that you want to get the drivers from. If this setting is set to 0 (which is the default) or is an invalid printer number than the program will use the printer specified in the Printer Name parameter for the current report. If set to -1, then it will use an internal screen driver.

- KSR - Comments - Filters and Formulas that use data from Comments were not reading in the comment if it's location in the data file was more then 4mb past the beginning.

TOOLBARS - Customizing - You can no longer change the name of a Tool using the Tool Edit function (it wasn't working correctly). The display name of a tool can be changed by right-clicking on it when it is on a toolbar. You can also Copy a tool and then change the name of the copy.

TRN - Forms - added the ability to print Customer Age.

TRN - Dataport - Import - Added support for Customer Age field. If this (or the Contact Age) fields are used, then the age read in will be used for future Minimum Age checks for the current transaction.

- POR - If the Confirm Qty flag was on, the program was going to the Qty field or the next line item. Also, when pressing <Enter> on the last line item, the program would sometimes go the Vendor Part # column.

GUI - LIST BOXES - The color used to display the text in the current line is now bright white instead of gray.


11/04/04 - v5.10 Build 34 (not released)

KSR - Slow to load Report Settings under Windows XP SP2. This is caused by this version of Windows being very very slow to read the file DBNAMES.SCR across the network. Keystroke will now copy and then read this file from the directory specified by the KSTEMP parameter.

TRN - Serial Numbers - If a serialized item was entered on a transaction type and then the transaction type was manually changed, then the program was not working with the serial numbers correctly (it would either remove the serial number listed in the comment or not ask that serial numbers be entered when they need to).

PROGRAM SPEED - WINDOWS VERSION - When the program is running a looping process (like generating report data, packing a file, etc.) it no longer checks the its status under Windows as often. This decreases that amount of time it will take the process to finish.

- CNF - Pack - Added some code to help remove deleted data from alternate transaction files.


11/05/04 - v5.10 Build 35

TRN - Saving Payments - If a transaction is converted from one type to another and the date of the transaction is not changed by more than one hour, then the program will change the transaction type on its payments to match the new transaction type. This is mainly so GL-Link will report the payments as being what they are when the transaction is posted instead of what it originally was.

- WIMPTRN.EXE - fixed error when run with the /? or /H switch.

- TRN - Manually converting from an Invoice to a Layaway was messing up the Qty Order/Shipped numbers when the layaway was saved.


11/15/04 - v5.10 Build 36 - not released

MTX - Added support for GUI mode.

REPORT ENGINE - Filters and Formulas - Added "ASCII Characters" to the list of field that can be selected (press <Ins> or <F2> from the formula entry field).

- WINDOWS PRINTERS - The .WPD files were not being used (bug from Build 35).

- LOGO - DOS Only - Fixed Error 9 when converting Price Formulas from versions prior to v4.0. Only happened when there were a lot of them (over several hundred).

- CNF - Sales Payments - Windows Only - Could not select an Auth Method from the list box using the <Enter> key or double clicking with the mouse. Work a round is to use the <F10> key or click the check mark button (or use DOS version).

- CNF - Authorization Methods - pressing delete from the list of methods was not allowing the auth file to be deleted.

- POR - GUI Mode Only - pressing <Ins> from the Cost field would give an error.


11/17/04 - v5.10 Build 40

- GUI - POR - The Auto Order/Receive and Reserve/Active menu options were not changing their names (always stuck on Auto Order and Reserved) even though the function were being changed correctly.

CNF - Printers - The program will now always keep "Printer #0 - None" at the top of the list. It will also allow "Printer #1 - Report" to be moved back to the top of the list (just below 0-None) be pressing <Shift+Del> on it.

- TRN - DOS Only - program would either lock up or generate and error when printing a transaction with more than 2 line items. (From Build 17)

- KSR - Back Order and Open Order reports - If a Range was used, then the program would not always show all the items on back order.

- KSR - Receivables Reports - Grand Totals for Finance Charges was printing out as double the amount.

- VAR - Auto-Fill - this screen will now ignore the Entry Required field parameter.

KSL - Price Tags - Individual - Prompt for Qty - for items marked with "No Tag", the program will now set the default number of labels to be printed to 1 (for shelf tags).

- GUI - XP - When packing files, and on some other long loops, the program was still capturing the keyboard even if Keystroke was no longer the program with the system focus.


12/01/04 - v5.10 Build 41 - not released

GUI - AR - Added support for GUI mode.

TRN - Line Item Parameters - add the setting "<Enter> for Complete Sale". The default is On. If this is turned Off, then pressing the <Enter> key on the last blank line item will not take you to the Complete Sale screen. You must use <F10>, a payment hotkey, click on the Subtotal area with the mouse, or use the Transaction-Complete Sale menu function to get to the Complete Sale screen.

PRINTERS - Windows Only - Added the ability to edit the list of printers from anywhere in the program that the select printer list is available. (Must have Access Configuration Configuration Module security to edit the list).

- DBM - Linked Database Fields - links to fields that are after the current field were not working.

- TRN - Price Calculator - would give error 6 if total field is 0.00 and tab through it while discount was set to by %.

REPORTS - Added Currency Symbol, Null Symbol, and Matrix Separator to list of System Variables.

- GUI - CLOSEOUT - Changing clerks or escaping from Date/Time range box would cause the screen to not draw correctly and could possibly give and error 380.

TRN - Forms/Dataport - Changed the name of "Customer Note Field" to just "Customer Note".

DATAPORT - Added support for Customer Note field.

IMPTRN - Added support for Customer Note and Customer Age fields.

- GUI - Changed the way the program comes out of menus so that keyboard focus goes to new function instead of sometimes not going to anything (<Esc> would always bring focus back).

- POR - DOS Only - program would lock up when printing a Purchase Transaction with more than 22 line items.

- TRN - DOS Only - Price Calculator - was coming up with an error 11.

- TRN/POR/QTE/STR - <Ctrl+Enter> was allowing blank lines to be added at the bottom of the transaction.

- TRN - Price Below Cost warning (and therefore the security level for it) was not working on items that had a blank Price Code.

- POR - Complete Purchase screen - the <Enter> key flow was sometimes not working correctly.


12/07/04 - v5.10 Build 42 - not released

TRN - Rentals with Selectable Comments - The program will now ask for the comment when the item is first placed on the transaction instead of when the rental is completed (Shipped column is filled in). Also, the program will only ask for 1 comment on rental items even if the Selectable Comments parameter is set to Qty Shipped.

- POR - Windows Only - Complete Purchase screen was showing the Order totals on the Shipped side and leaving Ordered side at all 0.00.

- RPT - When Printing to the screen, moving around using the arrow keys was very slow (from build 40).

POR - If the Transaction Edit - Open Orders is used, the Transaction Browse feature is now set to sort on the type of transaction that was selected instead of always going to Purchase Invoices.

- TRN - Gift Cards - Mercury Payments - The program was changing negative payments (money being placed back on a gift card) to positive payments after they were processed (the money was being put on the card, but it would then show as a positive payment instead of a return payment in Keystroke.)

- CLOSEOUT - Drawer Deposit Screen - If there are more payment than can fit on the screen, when scrolling up or down the first character of the payment name was not being scrolled (Windows Non-GUI only).

- TRN - When copying a Sales Invoice to a Sales Order, the program will now set all the Shipped qty to 0 (and then fill the shipped qty if AutoFill is on and items are in stock).

- POR - GUI Mode - Scrolling Up through the line items was not displaying the screen correctly.

- TRN - PCCharge payment authorization - Change the program to write to a .TMP file and then rename it to .INP to help with networks that are not handling the file locking correctly.


12/20/04 - V5.10 Build 50

TRN/IMPTRN - Added Customer Tax Table and Price Table fields to output on forms and dataport and import on IMPTRN and dataport.

- TRN - Program was not allowing an On Hold transaction of $0.00 to be saved if it had a negative amount tendered.

- IMPPOR - When importing a purchase transaction with a vendor, if the Vendor Part Number field on the line item is not specified, then the program would set that Vendor's part number on the inventory item to blank.

COMMENTS - Program will now replace all Carriage Returns and Line Feed characters (chr$(13) and chr$(10)) with chr$(20) which is the internal paragraph marker for Keystroke whenever a comment is written to the data files. (Windows version only).

STR - Clerk must now have CM: File Maintenance security to pack Transfer Files.

LOG FILE - The program will now record most file errors and warnings to the file ERRORS.LOG in the data directory (Windows version only).

- KSR - Grand Totals with Variables were not working correctly if the formula did not involve multiplication/division (workaround: and "1 *" to the formula).

- POR - Alt Codes - DOS Only - when saving a purchase transaction that updates the Alternate Inventory Code list, the program was not saving the new information correctly and could corrupt the ALTIC.DAT file.

- POR - The Complete Control Entry Parameters were not working correctly.

- GUI - Calculator - using the <F9> key would cause an error.

- TRN - Transaction Browse - when browsing by Contact, the program would endlessly search for a transaction if it couldn't find one for that contact in the current or previous file (pressing <Esc> would stop search).

- KSR - Inventory Database by Department - was not including the No Department section.

- IMPPOR - (DOS Only) - was giving error 67 when looking up vendors.


1/28/05 - V5.10 Build 51 - Not Released (Beta for 60)

*** DOS Version is No Longer Being Updated.
From this point forward, most changes are being made to the Windows Version only. The DOS version of Keystroke POS is being retired. DOS will continue to be supported only by Keystroke CLASSIC.
***

COMMENTS - Windows Version Only - added support for <Ctrl+C> to copy the highlighted text to the Windows Clipboard. If the comment is view only (cannot be edited) then the entire comment will be copied.

TRN - Sales Orders - Complete Sale Box - when editing a Sales Order that has already created an invoice but no additional items are being shipped, the program was always displaying 0.00 for the remaining payment amount needed if the Delete Filled Line items or the Display Shipping parameters were on. It will now base this amount on the Net Payments received.

TRN - Reversing Transactions - Payments - changed the program to assign the current Store and Register number to the reversing payments. So if the transaction is Voided/Reversed on a different register than it was originally entered on, the original payment will be included in the original registers closeout and the reversing payment will be in the closeout that reversed the transaction.

CNF/TRN - Added support for Signature Capture devices using OPOS drivers. There is a new function in the Configuration Manager under Hardware for Signature Capture. Currently, the only device tested is the Ingenico en-Touch 1000. Keystroke can use this device for Card Swipe, Pin Pad, and Signature capture functions. For Card Swipe and Pin Pad, set it under the Hardware-Pin Pad function. For Signature capture, set it under the Hardware-Signature capture function.

LOADFRMS.EXE - New utility in the Ingenico sub-directory that downloads the screens displayed on the Ingenico en-Touch 1000 device. See LOADFRMS.TXT for more information.

TRN - Added support for storing and displaying Signatures with credit card payments. If a supported signature capture device is set up, the program will prompt the device for the signature after a Credit Card payment is approved. The signature will then be stored with the payment in the transaction data files. (The signature is stored using a slightly encrypted format and is not directly readable by other programs). If necessary, the signature can be viewed and printed from the Edit Payment box (press <Enter> or <F3> on the payment in the Payments Tendered list of the Complete Sale box to bring up the Edit Payment box). If the payment has an attached signature, the Edit Payment box will display a "Signature" button with the signature's ID next to it. Selecting the signature button will bring up a Report Viewer window with information about the payment and signature as well as displaying a graphical representation of the signature. The Report Viewer window can then be used to print the signature.

CNF - Authorization Methods - Added a new method called External. This is to be used when a Signature Capture device is to be used without another supported authorization method (e.g. On Account payments or Credit Cards authorized by another device or via phone). This method allows you to change the width of the displayed Reference field, whether or not to use a MICR Reader, get the Card Swipe from a Pin Pad device, have the customer OK the Amount of the payment (requires Signature Capture Device), and Capture the Customers signature from a Signature Capture device.

TRN - Payment entry - modified the standard, Mercury/PCCharge, and Check entry routines to support the new parameters in Authorization Methods.

- KEYBOARD MACROS - GUI Version - Macros that accessed the menus were not working correctly (see next 2 entries).

KEYBOARD MACROS - Added support for {F11} to go to the menu. This should always be used instead of the Alt key (%) symbol. Only use the Alt key when selecting an on-screen (not a menu) hot key. Also added {EnterMenu} which works the same as {F11}.

KEYBOARD MACROS - GUI Version - when a macro uses the menus, you must tell the program at what point the macro exits the menu by adding {ExitMenu} at that point in the string. This is because the menus run as a separate program and Keystroke needs to know whether the keys in the macro should go to the menu or to Keystroke itself. (The Non-GUI mode ignores the key so the macro will still be compatible running in either mode).

- KSR - Inventory Analysis - if the program comes across bad data on a line item, it will now display a message saying so (instead of possibly generating an error). You can then choose continue with the report anyway or cancel it.

- TRN - Copy Transaction - When copying invoices, the program was sometimes setting the Shipped Qty to 0 instead of leaving it the same as the Qty column.

- KSL - Comments - When printing comments on labels and more than one comment field was specified (to print the comment in a block), the program would restart printing from the beginning of the comment if the comment was not long enough to fill the block.

- TRN - Audit - An audit entry was being made for Line Item Changed/Delete when editing a transaction each time a line item was highlighted even if no changes were made.

- GUI - Show Summary (<Ctrl+F5>) was not showing column titles.

- AR/ARPAYOFF.EXE - Automatic Payments - when applying payments to invoices, and there were invoices with the same transaction number for the same customer (which can happen with ones created by Sales Orders or Void/Reversing transactions, the program would sometimes created payments with the same date/time stamp for the different invoices. This would cause one of the invoices to see the payments for the other invoice and throw its amount due out of balance.

- POR/TRN - GUI Mode - if more that 5 payments where on a transaction, the program would sometimes generate an error when going into the Complete Sale box.


2/08/05 - V5.10 Build 60

GUI - Added support for the GL-Link Module.

- CNF - Hardware-Printers - The program was sometimes not allowing a printer to be deleted, saying it was in use, even if it wasn't.

REPORT VIEWER - The Top Margin, Left Margin, and LPI settings from the PRD.TXT or .WPD file were not being used when printing to the screen.

TRN - Parameters-Entry - Added the ""Add Customer" default is No" parameter. If this is on, then when the program pops up the message "Customer not found! Would you like to add them to the database?" the No button will be highlighted (otherwise the Yes button is).

KSR/KSL - Contacts - if Contacts was set to Print Individual, the program was not printing anything for Customers that did not have contacts. It will now state that the customer does not have any contacts and ask if you want to print the customer anyway.

LOGO - Conversion from previous versions - Any errors that happen during the conversion process will now be ignore so that the conversion can be completed.

WS.INI - PictureViewer= switch was not working to set default on databases that support individual PV settings. Workaround is to use the parameter for each individual database (e.g. "PVInv=0")

TRN - Payments - the cursor was always starting in the Reference field no matter how the payment was set up.

TRN/POR - The Subtotals area on the main screen was always showing Misc or Disc and Shipping even if these fields were turned off on the Display Parameters. The program now takes into account the display parameters in determine what gets displayed in the totals area.

TRN/CNF - Sales Transaction Types - added a Save Parameter called "Rev. Trans - Tax on Orig. Date". If this is on, then a Reversing Transaction (from the Void function) will use the date of the original transaction (the one it is reversing) to determine which Sales Tax formulas will be used.

KSR/RPT - Sales Tax District Report - added support for new Sales Tax based on Original Transaction date on Reversing Transactions parameter.


2/17/05 - v5.10 Build 61

CNF - Sales Transaction Types - Update Parameters - these setting can now be changed (but in some cases shouldn't be) on all transaction types.

- TRN - Editing Reversing Transactions - When editing a reversing transaction that has a tax rate different then what its date indicates (because the "Rev. Trans - Tax on Orig. Date" parameter was used) then the tax rate going back to the date indicated by the Reversing Transaction instead of the Original Transaction.

- TRN - Amount Due on Sales Orders not printing correctly. When printing a transaction type that is set to not update the Customer's Balance Due but does have On Account payments on it, would sometimes print the Amount Due as 0.00 (specifically, this would happen if the transaction was saved just prior to it being printed). The program now recalculates the amount due just before printing each time.

- TRN - If Sales Orders are Disabled and you copy a transaction to an invoice (as the Exit /w Quote Function does) and the transaction has serialized or out of stock items on it, then the program was still saving the copy as a Sales Order. This made it seem like the new transaction disappeared since Sales Order are not enabled (Enabling them will give you access to the "lost" transactions). The program will now check to make sure Sales Orders are enable before changing the copied transaction to a Sales Order.

- GUI - ToolBars - Buttons that ChangedModules before calling commands that had to do with menus were not working correctly.

- TRN - Verifone Everest Pin Pad - The Please Wait display was not appearing when running under Windows XP. Fixed by increasing wait time when communicating with the device.

- RECMRG - if run without the Time= switch on data that was originally created in version prior to version 5, the program was not merging in the payments created in the older version.


3/1/05 - v5.10 Build 62 - not released

GUI - Added support for the Variance Module.

VAR - Added support for the Keystroke Report Engine (same as Report Manager).

VAR - Added History By Item (Dept) Report.

VAR - GUI Mode Only - Program displays the current line number as well as the total number of lines.

VAR - GUI Mode Only - Added a Line Item Detail box. What is displayed is controlled by the Detail Box Variance Parameter and the contents of the select VARDET#.DAT file (see DOC\DETBOX.DOC for more info).

TRN/QTE - If an Item's Sale Qty field is set to 0 and its Base Price is set to 0.00, then when the item is entered on a transaction, it will default to a Qty of 0.

TRN/QTE - The program will no longer prompt for the Price to be entered on an item with a $0.00 price if the line item's Qty is 0.

TRN/CNF - Customer Display - Added an Item Not Found line (if left blank, then it is not used).

TRN - Printing Forms - Sales Orders - If printing a form that will create an Invoice, then the program will now increment the Sales Orders Letter (sub number) to match what will be on the created invoice.

GLLINK/CLOSEOUT - Date/Time range - Pressing <Shift+F8> while in the Enter Date/Time range will set the starting time to 0:00am and the ending time to 11:59pm (full day(s)).

GLLINK - Setup-Posting Accounts - Pressing <Shift+F8> will set any blank account field to be the description of that field (used mainly for testing
and demonstration purposes).

- POR - Matrix Items - If a matrix item was entered on a purchase transaction by using the Product Code field from the Matrix Item, then the program was not correctly updating the Matrix Item record and would not display the item as a matrix item if the transaction was edited after being saved.

- CHGNUMS.EXE - was not working correctly (would receive error 64 after customers were renumbered).

- CHGNUMS - was not updating the Contact list for customers.

WS#.INI files - Added ReportViewer=2 (default is 1). When set to 2, the Report Viewer will leave Keystroke on top when printing reports where records are being selected from a list (setting on report is Print-Individual).

LOGO - the Product ID can now be entered by pressing <Shift+F8> from the Main Menu.

- TRN - Pin Pads - if a pin pad was in use, then the program was sending reset messages after each payment was entered even if the payment did not use the pin pad (this would cause a pause in the program). From Build 60.

- TRN - Ingenico Signature Capture - the text was not displaying on the screen in the correct position.

- TRN - Signature Display - The on screen payment receipt (which includes the captured signature) was sometimes printing on 2 pages instead of just 1.

- TRN - Clearing a transaction but keeping the customer was not using the customer's Salesperson for the new transaction.


3/09/05 - v5.10 Build 70

EXPSUM - Added a Windows Version (WEXPSUM.EXE). This version is slower but has more features (see below)
 
WEXPSUM - Added the Hidden=0 and Deleted=0 switches. If these are used, then the program will first load all the valid records from the databases and then use these lists to determine which records to export. (Hidden=0 means no hidden record, Deleted=0 means no deleted records).

WEXPSUM - Now supports the /D switch for specifying the data directory. (If the FILE= switch has a relative path, the program will use the data directory to build the full path).

- AR - Statements - Filters on Customer Note, Class, Flags, and Order#Req fields were not working.

- POR - Edit Purchase Invoice and Edit Purchase Order security levels were sometimes allowing a line item to be changed (but changes would not be saved).

- POR - Merge Line Items - if on, then the Windows version of Keystroke was going to the Vendor Part Number column instead of staying in the normal item entry field.

- SUMMARY.EXE - Fixed problems when more the 32768 records.

SUMMARY - Added WSUMMARY.EXE - Windows version of SUMMARY.EXE. Functionally, the two programs are the same. The DOS version (SUMMARY.EXE) will be faster on most machines.

- QTE - Editing Quotes with Component Items (from Scripting) that had Roll up costs turned on were increasing the cost of the main item each time the quoted was edited.

- QTY - Component Items - Changing the Qty on the main item was not changing Qty on the component items.

- CONTACTS - The Number 1 and Number 2 fields were being limited to a maximum of 2 billion and no decimal points. These fields now support a values into the trillions and up to 4 decimal points.

TRN - If an item was priced at 0.00 and Marked as non-discountable. the program was still automatically going to the price column if the clerk had the security to discount non-discountable items. The program no longer does this. (The clerk can still manually go to the price column and edit the price.)

- TRN - Printing Sales Orders - Amount Due was not printing correctly if Save Before Printing was on.


3/11/05 - v5.10 Build 71

TRN - Ingenico Signature Capture - screen would sometimes stay blank after a sale and the Ok Amount screen would not always get cleared after the customer had accepted the amount.

MTX - Sales History Report - was never finding any transactions to report on.

- TRN - If none of the Qty Column modes are enabled (which you should never do) then editing a transaction of that type would cause the program to lock up (it would forever search for an enabled mode). It will now recognize that none are available and just use the last display mode.

REPORTS - When not running in GUI mode, keyboard was not working while report was being generated.

- KSR/KSL - Inventory Reports - Price Tables (other than "* - All Customers") were not being when specified on the reports settings screen.


3/17/05 - Mercury Pay

- *MERCGIFT - Gift cards over $99.99 were not being accepted.


3/25/05 - v5.10 Build 72 - Not Released

TRN - Quotes - Added functionality from the Quote Module. This includes the ability to change the line item columns to show List Price/Mark-Down or Cost/Profit. The Complete Sale screen will also show the totals for these figures when in one of the two display modes. The display modes are changed by pressing to rotate through the modes available for the current transaction type (as set in the Configuration Manager). The Mark-Down and Profit fields as well as the Total fields can be changed and the program will back-calculate the correct price or discount. ** Note: The Quote module is no longer being updated and will be removed when Version 6 is released. **

CNF - Settings - Sales Transactions - Entry - Added parameters for display modes that include "List/Mark-Down" and "Cost/Profit" amounts. These are mainly designed to be used by the Quote transaction type but can be used by any type.

- KSR - Inventory Reports - On new settings, the program would be using Base Price as the Selected Price even though the screen showed it as Current Price. (Once the Selected Price button was used, the settings would be correct).

- KSR - Audit Report - Time Clock entries were not showing details.

- GUI - Using the Calendar or Calculator functions and Exiting with the selected value would cause the program to think the [Ins] key had then been pressed. This would sometimes cause the calendar to pop back up or sometimes a price list. (This was fixed in Build 71 but only the module that had other changes for build 71 had the fix applied to them).

WIMPTRN/WIMPPOR - NoDisplay= switch - if this switch is turned on, then the program will not display anything on the screen and will not play the completed sound ("Ta-Dah").

AR - Add the parameters "Default ROA Payment to Amount Due (AR)" and "Default Credit Memo to Amount Due (SM)". If On, then the starting amount on a new ROA Payment (or Credit Memo) will be the customer's balance due. (Note that since v5x, Credit Memos have been doing this but will be back to defaulting to $0.00 until you turn this parameter on).

DBNAMES.DOC - Add description of the format of this file as well as what the field type codes stand for.

- KSR - Inventory Exceptions Reports - Set up screen for reports parameter was not being displayed correctly (since build 62 - screen for new variance report was interfering with it).

- TRN - The fix from build 70 to not prompt for price on $0.00 Non-Discountable items was not working if Prompt for Qty was not on.

TRN - Min. Age - The message that says the customer cannot purchase an item because they don't meet the minimum age now includes the Description of the item.

TRN - Min. Age with Scripted Items - If a scripted item requires the selection of an item but due to minimum age requirements none of the items are allowed to be sold to the customer, the program will allow the clerk to escape from the selection list after being told that the customer does not meet the minimum age requirement.

- TRN/PROD/STOREMRG - Case Breakdown of Parent/Child - a rounding error would sometimes cause 1 more case to be broken out then was needed. (This does not cause any data loss, you will just have more of the Child item listed and less of the parent than desired.)

- TRN - Scripting - The Sale Unit field on items added via a script was always blank.

- GLLINK - Setup-Payments - in Non-GUI mode, the list of payments shows the payment number in every column. The account number is still correct and can be seen/edited when in that field, it is just displaying the wrong info when not in the field.

- GUI - DRAWER COMPULSION - The message that the drawer is open was not appearing on the screen. Everything was still working, and the message was there, you just couldn't see it.


04/06/05 - v5.10 Build 80

CNF/TRN - Security Levels - Added Security levels for Sale Transactions - "Display Mode - OnOrder/QtyToShip", "- TotQty/TotShipped", "- List/Mark-Down", and "- Cost/Profit".

STR - Inventory Update - Added parameter to update the Hidden Status. If this is on (which is the default), then the master inventory will control the hidden status of the items in the stores. Turn it Off, to allow each store to determine whether or not an item is hidden in that store.

CNF - Printer Codes - The program no longer strips ASCII Character Number 0 (the Null character) from the beginning of printer code strings. (It still strips them from the end and probably always will).

FMTR - Added support for entering character codes by enclosing the ASCII number (0 to 255) in Braces (e.g. {27} for the escape character). If what you want is a brace then use {123) for the Left (open) Brace and {125} for the Right (close) Brace.

- LOGO - If [Esc] was pressed when first asked to initialize data files, the program was not exiting immediately resulting in data files being created incorrectly.

POR - When editing a purchase transaction, the Clerk Name displayed at the bottom of the screen is the clerk that created the transaction.

TRN - Sales Transactions - Updated Qty Allocated - On transaction types that are not automatically converted "when shipped", the program updates the Qty Allocated field based on the Qty Ordered (it has always been this way). Added a special case that on Invoices, the program will update the Qty Allocated based on the Back Ordered qty (Ordered-Shipped).

- REPORT ENGINE - FILTERS - Filters where not working correctly if more than one condition was used and a condition that contained a field that was blank followed a condition comparing different types of fields. (e.g. "Cust#=1 and ContactCode=ABC" would return True if the ContactCode for the record being tested was blank).

- TRN - When Editing a transaction and manually converting it to other transaction type and the new transaction type does not support Qty Shipped mode, changing the Qty of a line item before doing the conversion cause the transaction to be become a backordered transaction where the Qty Ordered and Shipped would not be correct.

- VAR - Reports - Line Items were not printing correctly. Items after the 6th one would be printed out of order and the 7th and 8th items would be skipped and sometimes 1 or 2 items at the end of the report would be printed as Not Found.

CNF - PinPad Setup - Added selection of "Generic (Card Swipe Only) (OPOS)" to list of supported hardware. If this is selected, only the Magnetic Swipe of the device will be used (port must be set to OPOS for it to work). This is intended to mainly be used by devices that only have a Card Swipe but can be used by any device that has an OPOS driver for its Magnetic Stripe Reader.

DBM - Summarize History - changed it to call the Windows version of Summary ("WSUMMARY.EXE").

CNF - GUI Mode - Added support for the Edit Colors function.

- TRN - Gift Cards payments - If the payment amount was entered as a negative number (e.g. on a return), the amount of the payment was getting converted to a positive number after the authorization had gone through.


4/15/05 - v5.10 Build 81

TRN - Complete Sale Box - Added support for use of payment hot keys when payment list is being displayed.

POR - Added support for Currency Conversion (put @ symbol in payment name followed by conversion factor).

- AR - if the new parameter "Default ROA Payment to Amount Due (AR)" was turned on, then when Editing an ROA Payment (or credit memo), the payment amount would be set to the customer's balance due instead of the original payment amount.

- POR - GUI Only (from Build 80) - the Detail box was being drawn too big and was covering up the totals.

- GUI Only - LIST BOXES - In some places in the program, the titles of List Boxes were not being changed (e.g. the Transaction Recall function would not show the correct date range for the current list of deleted transactions).

- TRN - ATM/PIN PAD - Ingenico device - the encrypted PIN information was not being sent correctly to the processing software.

- STR - Reports - Inventory - was not working if grouped by Category.

- KSR - Inventory Analysis - The program was not printing items that had negative numbers in the field being sorted on.

- CNF - Hardware - PinPad - the OPOS: selection under Port was sometimes disappearing. Setting device to Ingenico and then back to the desired device could be used to get it to show up again.

- TRN - If an item with a price of $0.00 was entered, then the program was going to the Qty field even if the Confirmed Qty parameter was turned off (problem from Build 72)

- TRN - Contract Pricing - was not working on the default customer or after browsing previous transactions.

- TRN - Component Items - Non-GUI mode - items that were marked as components were being displayed with extra blank spaces on the screen. This causes the lines and borders on the screens to be covered by blank characters but does not affect the use of the program.

- POR - Payments - Default to $0.00 parameter was not working.


4/21/05 - v5.20 Build 10 - Not Released

PAYMENTS - The Reference and Expiration Date fields on Payment Received, Payments Made, and ROA payments are now stored in an encrypted format.

POR - Update Base Price - added support for Minimum Price based BasePrice, SalePrice, ListPrice, PriceLevel1, PriceLevel2, anbd PriceLevel3 instead of just the cost fields. This can be used to make it so that the program will only increase the price but never mark it down by setting the Minimum Markdown on the price formula used adjust the price to be 0 $ from Base Price.

DBLISTS.EXE - updated in order to fix some indexing issues.

DOLU - Added support for use of Product ID (PATH=PRODID).

DOLU - Added Windows Version - WDOLU.EXE.

DBM - Valid Entries List - the program will now take into account the Maximum Width of a field when checking the entry in a field against the list of valid entries. (An item on the list that is longer than the maximum number of characters in a field will be checked for a match based on the maximum length of the field.)

- AR - if the new parameter "Default ROA Payment to Amount Due (AR)" was turned on, then when Editing an Credit Memo, the payment amount would be set to the customer's balance due instead of the original payment amount. (completes the fix started in build 81).

- TRN - Complete Sale - When a Sales Order was being partially shipped and the amount tendered was for more than the total being shipped, the screen was displaying the amount remaining to pay for the entire order instead of showing Over Pay for the amount over the invoice being created.

DATABASE - MATRIX ITEMS - when editing or adding and inventory item, the program will now immediately save the item whenever its matrix are accessed. This done since information from the inventory item is used on the matrix item's screen.


4/28/05 - v5.20 Build 11 - Not Released

Payments - Payments Reference and Expiration dates (including ROA payments) are now always masked out when printed or exported from the program. The mask causes credit card and gift card type payments to have parts of the numbers and expiration dates replaced with asterisks ("*"). Payments that don't have the Parse Reference parameter (use to be called the Reference/Auth# parameter) on are not affected. The reference number and expiration date can still be viewed by editing the payment or by creating a custom report that uses the "- Not Masked" fields.

CNF/TRN - Payments - added security levels: "Show Ref Sec Lvl (Add):)" and "Show Ref Sec Lvl (Edit):)". These levels determine whether the information in the Reference and Expiration Date fields is displayed or is hidden (characters replaced by blocks). The (Add) parameter us used when adding a new payment, the (Edit) parameter is used when viewing/editing a payment. These security levels should be set to low numbers whenever the private information (such as a credit card number) will be entered in the reference field. (If the Parse Reference parameter is switched from Off to On, the program will automatically set these levels to -1 and 3).

LOGO - Payments Conversion - when converting files v5.20, the program will set the Show Ref security levels to 10 and 10 on payments not marked as Parse Reference and to -1 and 3 on those that are marked as Parse Reference.

CNF/TRN - Payments - separated the Parse Reference and Show Auth Code into two separate flags.

- KSR - Filters - filtering on dates was not working correctly.

- MTX - Reports - added support for Group By Location to Analysis reports.

- TRN - Complete Sale - the program was not prompting for a payment when editing a transaction that had a negative amount remaining.

TRN - Scripting - Component Items - if Roll Up Price is Not turned On, then the program will now keep (not zero out) the Base Price and List Price fields for that line item. (The line item price is always set to 0.00. If Roll Up Price is On, then the Base, List, etc prices are also set to 0.00. If it is off then only the line item price is 0.00 and the other prices are not changed). This is mainly for reporting a printing purposes and does not affect the transaction total.

- TRN/PROD/STOREMRG - Case Breakdown of Parent/Child - a rounding error would sometimes cause a case not to be broken out when needed. (Problem introduced in v5.10 Build 72).

- DBM - Matrix Items - The default function was not asking if you wanted to work on the Primary or Secondary screen (was always going to the Primary screen).


5/05/05 - v5.20 Build 20

SCRPT/TRN - Added a new script type, "Dataport". This causes the Dataport Export and/or Import function to be run during the script. The "Export File" and "Import File" buttons are used to specify the full path and name of the the file to be used. If the setting is left blank, then the program will use the setting from Dataport Parameters in the Sales Manager. If this type of script is used and its Export parameter is turned On, then the program will place a copy of the current transaction into the specified "Export File". If the the Import parameter is On, then the program will read in the specified "Import File" in order to update the current transaction. If the Import File is not found, the program will wait for it to appear. The "Max Wait Time (seconds):" parameter is used to specify how long the program will wait for the file (in seconds, decimals can be used) . If Max Wait is set to 0, then the program will not wait at all and will simply skip the import if the file is not there. If the file is not found after the Max Wait time, then the program will display a message stating so and ask if the clerk still wants to wait or continue without importing. If a minus sign (dash, hyphen) is put in front of the number of seconds, then if the file is not found in the specified number of seconds, the program will stop looking for the file and will continue on without the import and without displaying the warning message. (See IMPTRN.DOC for more information the format of the Export and Import files).

- TRN/POR - Matrix Items - the weight from the matrix item was not being used (was always using the weight from the inventory item).

SCRPT - When editing a message that is restricted to just one line, then [Enter] will now exit the editor (same as F10) instead of putting in a paragraph mark.

MACRO HOOK - Keystroke will now except a macro sent to it from another program. This is done by using the Windows SendMessage function with the Keystroke Windows handle (hWnd) and a unique message number created by Keystroke (WMsgNum). When Keystroke loads, it will write its handle and the registered message number to the file DP#.TMP (where # is the Machine Number and the file location is the Data Directory being used).

MACRO HOOK - INSRUCTIONS FOR USE BY ANOTHER PROGRAM:
1- The format for the macros is the same as that used by the Keystroke Toolbars. Use either CrLf combination (Chr$(13)+Chr$(10)) or a Chr$(20) to separate lines within the macro.
2- To Send a macro into Keystroke, read in "DP#.TMP" from the Data Directory (where # is the Machine Number). The first line is the windows handle (hWnd) for the Keystroke process that is using that data directory and machine number. The second line is the windows message number to be used (WMsgNumMacro).
3- In order for Keystroke to process the macro correctly, it must be the foreground window, so first call SetForeGroundWindow(hWnd). Then call SendMessage(hWnd, WMsgNumMacro, (LONG) Char, 0) for each character in the macro (you must repeat this call for each character that you want to send and then a last time with 0 as the Char to tell Keystroke to process the macro.)

- Example:
Call SetForeGroundWindow(hWnd)
Ret = SendMessage(hWnd, WMsgNumMacro, ASC("A"), 0)
Ret = SendMessage(hWnd, WMsgNumMacro, ASC("B"), 0)
Ret = SendMessage(hWnd, WMsgNumMacro, ASC("C"), 0)
Ret = SendMessage(hWnd, WMsgNumMacro, 0, 0)


5/25/05 - v5.20 Build 21

- LOGO - Fixed Error 6 if exiting Sales Manager when Transaction File was an Alternate Transaction file.

MTX - If not using Windows in GUI mode, then when selecting an item in a grid, the element name was only showing the first 7 characters (instead of all 8).

TRN - Check Payments - When using a MICR Reader attached to a serial port, the program will now start on the "Read MICR" button so hitting [Enter] will turn on the check reader (instead of first having to arrow up to that button).

- VAR - Reports (Windows Version Only) - Fixed Error 52 if Matrix Items were included.

- CLOSEOUT - The Clear function was not working correctly (it would say the "Current Closeout will be Reset" but would would then not do anything).

- CLOSEOUT - GUI Only - Check Calculator - Highlight for currently selected line was not moving down past a certain point.

MNUM= Switch - This switch is ignored in stand-alone utilities (like RecMrg.exe, Summary.exe, etc.) since its use can conflict with applications already running.

- RECMRG/STOREMRG - Were bring in Signatures from payments.

**** End of Version 5 Readme ****