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Kugamon Quote to Cash

Last Updated: Feb 26, 2019 03:33PM PST

 
Change Log


This document covers the core Kugamon Quote to Cash functionality.

Next Automatic Patch Push Dates:

Kugamon Deployments
  • Sandbox Orgs: 02/26/2019 (v5.9.7)
  • Production Orgs: 03/05/2019 (v5.9.7)
 

v5.9.7
02/26/2019
  • Add Friendly Message when Multiple Additional Account Info Records are Present to Quote Manage Additional Charges/Credits Page, Quote Manage Optional Lines Page, Order Manage Additional Charges/Credits Page, Order New Payments Page, Order New Recurring Charges Page, Invoice Manage Additional Charges/Credits Page, and Invoice New Payments Page


v5.9.6
01/31/2019
  • Update Account Balance Calculations to Bypass Logic when Invoked from a Future Method


v5.9.5
01/30/2019
  • Fix Friendly Error Handling for Actions Initiated via User Customizations (Ex: Workflows, Process Builders, and Triggers) 
  • Fix Additional Account Info Account Balance Calculation Logic to Address Apex CPU Time Out Error


v5.9.4
01/08/2019
  • Fix Issue of Deleting Last Lines in Quote & Order Edit Lines Page
  • Fix Issue of not Loading the Default Payment Method Address in New Recurring Charge Page
  • Fix Issue of Completed Payment Status Update after Previously Declined Payment Attempt
  • Add Mass Update Function to Update Shipment Status Page
  • Add Mass Update Function to Update Invoice Status Page
  • Add Invoice Posted Feature to Update Invoice Status Page
  • Fix Issue of the Update Invoice Status Page Redirecting to Shipment Records on Save Action
  • Update Online Order Function to Support Blank Online Order Acceptance Button Setting
  • Add Friendly Error Message Support for Kugamon Revenue Add-On
  • Update Product Deletion Check to Support Quote Optional Lines


v5.9.3
11/28/2018

v5.9.2
11/27/2018
  • Add New Partial Shipment Function for Approved Orders
  • Update Multiple Orders on an Invoice Function to Exclude Posted Invoices


v5.9.1
11/25/2018
  • Deactivate Kugamon Setting Update Opportunity Amount Basis Check Validation Rule


v5.9 (Major Release)
11/17/2018
  • Improve Shipment Creation Logic by Disabling Existing Shipment Check
  • Fix Service Delivery Date Service End Issue when Order Service Lines have Sales Price = $0
  • Fix Service Delivery Handling when Order Service Lines with Discount Sales Price = $0
  • Add New Invoice Posting Function to Prevent Order Unrelease
  • Add New Restriction Function to Quotes, Orders, and Invoices
  • Add New Order List View [Refresh Assets] Button
  • Add New Document Versioning Support for Quotes, Orders, and Invoices
  • Add New Option to Exclude Products from Invoice Schedule. Support Invoice Date Basis "Order Date Required" and "Order Date Available to Promise" only.
  • Enhance Opportunity Amount Sync with New Update Opportunity Amount Basis Setting
  • Add Support for Semi-Annual Invoicing


v5.8.11
11/09/2018
  • Update Asset Field Formulas


v5.8.10
11/08/2018
  • Add Help Text to Account Name for Quotes, Orders, Invoices, and Payments
  • Deprecate Unsupported Kugamon Settings Functionality


v5.8.9
10/17/2018
  • Revise Payment Logging for Multiple Payment Attempts
  • Improve Payment Terminal Cancel Return Behavior


v5.8.8
10/16/2018
  • Add Friendly Error Message to Manage Additional Charges & Credits for Cancelled Orders and Invoices
  • Add Friendly Error Message to Quote and Order Add Lines for Price Books when no active Products found
  • Add Friendly Error Message to Manage Additional Charges & Credits when no active Additional Charges & Credits found
  • Improve Payment Logging for Multiple Payment Attempts
  • Update Manage Additional Charges & Credits's Unit Price to support User Locales
  • Update Quote and Order Edit Lines' Sales Price to support User Locales
  • Change Manage Additional Charges & Credit [Save] Button to [Save & Close]


v5.8.7
09/25/2018
  • Update Order Template to Display Online Approval Information Greater Than 1 Year from Archived Tasks
  • Update Invoice Template to Display Online Approval Information Greater Than 1 Year from Archived Tasks


v5.8.6
09/24/2018
  • Update Shipment 'Contact Shipping' Change to use 'Contact Shipping' Other Address for Shipment Ship To Address
  • Fix Issue of Service Term in Quote and Order Edit Lines not Displaying more than 3 Digits
  • Update Quote and Order Edit Lines to Add Decimals for Whole Number Price Entry 
  • Update Invoice Template to Display Shipment Information for Shipments without Carrier
  • Fix Issue of Failed Refund Payment Updating Parent Payment 'Payment Date' Field
  • Fix Issue of Incorrect Invoice Assignment for Products on Order with Invoice Schedules


v5.8.5
08/22/2018
  • Allow Order Release of Order Product Lines without Carriers


v5.8.4
08/20/2018
  • Fix Issue of Invoice Co-Mingle Function to Respect Invoice Currency


v5.8.3
08/16/2018
  • Fix Issue of Total Amount Displaying 'NaN' in Quote and Order Edit Lines Page in Multi-Currency Orgs with Different User Locales
  • Fix Issue of Service Lines Line Discount Displaying NULL on Addition in Quote and Order Edit Lines Page in Multi-Currency Orgs with Different User Locales
  • Fix Issue of Quote, Order, and Invoice Manage Additional Charges/Credits Page Not Filtering Records by Currency
  • Fix Issue of Co-Mingle to Shipment Lines of Order Product Lines with Different Carriers
  • Update Recurring Charge Ship To Phone to be Filled with Order Contact Shipping Phone


v5.8.2
08/07/2018
  • Normalize all Objects with Autonumber to 7 Digits Padding, i.e., {0000000}
  • Fix Issue with Deleting Duplicate Additional Account Info records


v5.8.1
07/31/2018
  • Update Quote, Order, Invoice, and Payment Dashboard Running User to Run as Specified User


v5.8 (Major Release)
07/30/2018
  • Change Kugamon Secure Payments Image for Online Checkout Page
  • Add New Comment Field with Print Comment Document Control to Quotes and Orders
  • Display 'Cancelled' Watermark on Cancelled Quote, Order, Packing Slip, and Invoice PDFs
  • Add Multi-Currency Support to Quote Manage Optional Lines Page
  • Fix Issue of Not Showing Cancelled Checkout Message when Redirected from Active Order and Invoice PDF Checkout Links of Cancelled Orders and Invoices
  • Extend Custom Field Support on Quote & Order Clone Function to Quote & Order Additional Charge/Credit Lines and Quote Optional Lines
  • Disable Product Selection of Kit/Bundle Products with Inactive Members in Quote and Order Add Lines Page
  • Fix Issue with Multi-Currency Locale of Quote, Order, and Invoice Manage Additional Charge/Credit Page
  • Add Credit Card Security Code Info Hover to Credit Card Entry Pages
  • Add New Date Sent Field and Function to Quote, Order, and Invoice
  • Add New Date Cancelled Field and Function to Order and Invoice
  • Add New Date Approved and Date Released Fields and Function to Order
  • Update Update Released Order Cancellation Validation Message with Proceed Option when Associated Invoice is Paid
  • Add New [Save] Button to Quote and Order Edit Lines Page
  • Add New Product Configuration Fields (Lock Quantity, Default Quantity, Minimum Quantity, Maximum Quantity, Lock Line Description, Default Line Description, Lock Sales Price, Lock Line Discount, and Lock Service Term) to Additional Product Info
  • Update Quote and Order Edit Lines Page to Support New Product Configuration Fields
  • Add New Support for Opportunity Primary Contact Role in Quote and Order Generation from an Opportunity
  • Add Developer Support to Disable Kit/Bundle Member Quote and Order Line Creation
  • Fix Product Name Search Issue in Kit/Bundle Member Selection Page
  • Fix Issue of Order Additional Charge/Credit Record Status Field not Updating with Order Status
  • Add New Order Number Field to Invoice that is Filled when Kugamon Settings Prevent Multiple Orders on an Invoice is Checked
  • Add New Additional Product Info Validations for Product, Service and Kit/Bundle Configuration
  • Add Lightning Page Header to Application Pages
  • Add New Quote, Order, Invoice, and Payment Reports and Dashboards
  • Add New Internal Email Templates for Order Approved, Payment Received, and Payment Attempt


v5.7.4
03/26/2018
  • Add Asset Status Update to Cancelled when an Order is Cancelled
  • Allow Asset Creation on Order Release when no Previous Assets are Present (Supports Existing Approved Orders)
  • Add Refresh Assets Friendly Error Message for Orders with no Product Lines Configured to Create Assets
  • Update Quote and Order Templates to Display Product Name Rather Additional Product Info Name in Additional Terms Section


v5.7.3
03/20/2018
  • Extend Text Character Length to 255 for Quote 'Quote Name' Field and Order 'Order Name' Field


v5.6.16
03/15/2018
  • Extend Text Character Length to 255 for Quote 'Quote Name' Field and Order 'Order Name' Field


v5.7.2
03/12/2018
  • Add Save Payment Method from Online Checkout with Admin Controls in Payment Settings
  • Update Documents to Support New Option to Use User Record Details for Document Header and Footer (e.g, Company Name, Address, Phone, and Fax)


v5.7.1
03/06/2018
  • Fix Order Service Line Service Amount Calculation for Web Orders


v5.6.15
03/05/2018
  • Fix Order Service Line Service Amount Calculation for Web Orders


v5.7 (Major Release)
02/08/2018
  • Fix Issue of Quote and Order Edit Lines Page Unable to Update Kit/Bundle Prices for Non-US Currency Locale
  • Add [View Refund] button to the Payment Management Visualforce Component on Successful Refund Action
  • Fix Issue of Recurring Charges Not Supporting Terms of Greater 1 Month by not Filling Trial Frequency with Recurring Frequency
  • Update Quote and Order Add Lines Page to show List Price Currency Format
  • Update Order and Invoice Payment Terminal Page to Disable [Cancel] button during the Payment Submission Process to Prevent Accidental Deletion of In Process Payments
  • Add New Asset Creation function with new [Refresh Assets] button to Orders
  • Add New Line Term Formula Field to Quote and Order Service Lines


v5.6.14
01/17/2018
  • Revise Primary Quote and Order Function to Overcome Recursive Trigger Error due to  Non-Kugamon Custom Logic (SELF_REFERENCE_FROM_TRIGGER)


v5.6.13
10/26/2017
  • Optimize Primary Quote and Order Function to Overcome Recursive Trigger Error (SELF_REFERENCE_FROM_TRIGGER)


v5.6.12
10/25/2017
  • Extend Lightning Support for Order [Release Order] Button
  • Add Org Locale  Support to Manage Tiered Pricing Page
  • Update Kugamon Application Logo Document


v5.6.11
10/08/2017
  • Extend User Locale Date Support to Order and Invoice Template
  • Fix Order Release Issue for Orders with no Product nor Service Lines and at least one Inactive Product in the Price Book



v5.6.10
09/20/2017
  • Fix Tiered Pricing Query Issue for Quote and Order Creation from Opportunities without Opportunity Products


v5.6.9
09/17/2017
  • Improve PayPal and Authorize.Net Recurring Charge Subscription Control Visualforce Component
  • Fix Issue Quote Ship To Name, Order Bill To Name, and Order Ship To Name not filled with Respective Contact Account Name on Record Creation


v5.6.8
09/17/2017
  • Fix Issue of Order Bill To and Ship To Address not Filled for Orders with Empty Contact Billing and Contact Shipping
  • Fix Issue of Refund Payments not Respecting Parent Payment Currency in Multi-Currency Orgs
  • Update Logic Assigned to Previously Deprecated Fields
  • Remove Price Book Active Check from Applied Payment Function
  • Update Friendly Messages Inactive Order Product & Service Lines on Status Change
  • Update Inactive Validation Rule for Quote and Order Product & Service Lines
  • Extend Refund Function for Manual Payments


v5.6.7
08/20/2017
  • Apply Handling for SFDC Invalid Query Locator Known Issue for Order Email function


v5.6.6
08/18/2017
  • Apply Handling for SFDC Invalid Query Locator Known Issue for Products and Price Book Entries


v5.6.5
08/17/2017
  • Revise Email Notification Template for Kugamon Account and Product Batch Process
  • Resolve SFDC Known Issue: Invalid Query Locator Error Occurs When Iterating Child Objects in Parent-Child Relationship Query Result


v5.6.4
08/09/2017
  • Add Lightning Support with Additional Product Info Redirect to Quote and Order Add Line Pages and Edit Lines Pages
  • Allow Change to Order Product Line and Order Service Lines Line Description and Applied Payment Amount Fields for Released Orders
  • Add Lighting Support to Kit/Bundle and Tiered Pricing Hovers to Quote and Order Add Line Pages and Edit Lines Pages
  • Add Handling for SFDC Invalid Query Locator Known Issue for Long Text Area Fields


v5.6.3
07/23/2017
  • Fix Issue with Long Company Names Handling for Authorize.Net ARB Transactions
  • Fix Issue with Payment Account Name Change from Online Checkout
  • Add Lightning Support for Tiered Pricing
  • Add Additional Product Info Reference Link to Quote and Order Edit Lines Pages


v5.6.2
07/14/2017
  • Add Garbage Collection of Not Activated' Recurring Charges
  • Add Quantity Total to Quote and Order Edit Lines Page
  • Add Active Recurring Charge Check to Order Cancellation
  • Fix Email PDF Send Issue for Unsent and Unpaid Invoices


v5.6.1
07/09/2017
  • Update Additional Charge & Credit Invoice Assignment on Order Release


v5.6 (Major Release)
07/05/2017
  • Add Smart New Recurring Charge Message to Handle Failed Contact Billing Information Update for Authorize.Net
  • Update Recurring Charges Handling of Completed Tasks for Authorize.Net
  • Fix Issue of New Tiered Pricing Creation from Product Search
  • Add New Age (days) Field to Invoice Object
  • Add New Default Lightning Pages with Related Compact Layouts


v5.5.4
06/30/2017
  • Refactor Product and Additional Product Info Triggers to Support Large Data Set Updates to Support Multi-Currency Orgs


v5.5.3
06/27/2017
  • Refactor Product and Additional Product Info Triggers to Support Large Data Set Updates


v5.5.2
06/22/2017
  • Add Required Column to Kit/Bundle Hover on Quote and Order Add Line Pages
  • Add Contact Billing Change Function to PayPal Recurring Charge Page and Authorize.Net Recurring Charge Page
  • Revise Keychain Custom Setting for eWay Payment and Refund Transaction Handling
  • Revise Keychain Custom Setting to Store Processor Connection API Key
  • Fix New Payment Page Handling of eWay Card Type Listing
  • Update Gateway Simulation Mode to Not Validate eWay Processor Connection API Values
  • Fill Recurring Charge Ship To Fields with Order Ship To Field Values
  • Fill Payment Ship To Fields with Order or Invoice Ship To Field Values
  • Revise eWay Transaction Log Formatting for Error and Completed Payments and Refunds
  • Update Payment Management Visualforce Component to Disable [Refund] Button for Refund Payments
  • Update Confirmation Activity Record of New Authorize.Net Recurring Charges to Record Email Address
  • Fill Invoice Number, Billing Company Name, and Shipping Company Name for Authorize.Net ARB Transactions
  • Fill Billing Company Name and Shipping Company Name for Authorize.Net AIM Transactions
  • Add Lightning Support for [Create PDF] Button Functionality for Payments
  • Add Lightning Support for [Email PDF] Button Functionality for Quotes, Orders, Invoices, and Payments
  • Add Lightning Support for [Edit Lines] Button Functionality for Quotes and Orders
  • Add Lightning Support for [Choose Price Book] Button Functionality for Kugamon Settings, Additional Account Info, Quotes and Orders


v5.5.1
04/20/2017
  • Fix Online Invoice Checkout Button Spacing for Authorize.Net Redirect Option
  • Update Logic Assigned to Previously Deprecated Fields
  • Update Payment PDF to Show First and Last Name of Save Payment Method as Payment Contact
  • Update Multiple Orders on an Invoice function to Support Historical Invoicing
  • Fix Invoice Applied Payments function when Paid Orders with Disabled Shipment Product Lines are Released


v5.5.0 (Major Release)
03/23/2017
  • Add New Historical Invoicing Support
  • Add New Invoice Admin Controls to Kugamon Settings where First Invoice based on Order Date Required or Order Date Available to Promise
  • Add Developer Console Support to Mass Update Authorize.Net Recurring Charges Subscription Status

      Developer Script for Authorize.Net Recurring Charges Subscription Status Mass Update 
  • kugo2p.KugamonBatcher b = new kugo2p.KugamonBatcher(kugo2p.KugamonBatcher.BatcherTransactionType.AuthNetARBStatus, null, 100); Database.executeBatch(b, 100);
           Reduce the batch size 100 to 75 or a lower number, if you run into any execution issues.


v5.4.3
03/21/2017
  • Fix FireFox Browser Support for Credit Card Number, Security Code Entry, and Subscription Parameters to Restrict to Numbers Only for PayPal Recurring Charge Page and Authorize.Net Recurring Charge Page
  • Update Kugamon Background Batch Account Balance Calculation Function to Skip for Custom Batch Processes related to Kugamon Invoices and Payments
  • Update Install Script Function for Orgs when Kugamon is not Activated (ex: Recently Refreshed Sandboxes)
  • Add New [Refresh Status] Button for Authorize.Net Recurring Charges


v5.4.2
03/10/2017
  • Fix Applied Payment Handling for Scheduled Invoices of Services with Negative Amounts
  • Update Expired and Cancelled Online Order Page Friendly Message 
  • Update Credit Card Number and Security Code Entry to Restrict to Numbers Only for New Payment Method Page, Payment Terminal Page, and Online Checkout Page
  • Update Credit Card Number, Security Code Entry, and Subscription Parameters to Restrict to Numbers Only for PayPal Recurring Charge Page and Authorize.Net Recurring Charge Page
  • Fix Start Date Mass Update Issue for New Non-Saved Lines on Quote and Order Edit Lines Pages


v5.4.1
02/13/2017
  • Update Order Release function to support Kugamon Subscription Add-On
  • Update Install Script to Initialize Salesforce Spring 17 new Product Quantity Unit of Measure field
  • Update Additional Product Info record Sync to SupportSalesforce Spring 17 new Product Quantity Unit of Measure field
  • Update Install Script to Reset Payment Setting Debugging Mode field


v5.4.0 (Major Release)
02/07/2017
  • Add Data Initialization Script for Quote and Order Kit/Bundle Member Deletion and Quantity Change function


v5.3.0 (Major Release)
02/02/2017
  • Add Start Date Mass Update to Quote and Order Edit Lines Pages
  • Add Inactive Price Book Warning Message to Quote and Order Add Lines and Edit Lines Pages
  • Update Order Edit Lines Page when Order is Released or Cancelled
  • Add New Quote and Order Kit/Bundle Member Deletion and Quantity Change function
  • Add New Hide Product capability to Additional Product Info


v5.2.4
01/24/2017
  • Fix Invoice Email PDF function to Support Change of To Contact
  • Update Object Descriptions


v5.2.3
  • Revise Error Handling for Quote Creation
  • Update Primary Quote and Order function to support Kugamon Subscription Add-On


v5.2.2
  • Enhance Error Handling for Quote Creation


v5.2.1
12/13/2016
  • Fix Duplicate Payments Issues from Authorize.Net Refunds
  • Fill Invoice Number Reference at Authorize.Net Payment Processor for Refunds
  • Update Refund Payment Record Name for Authorize.Net Payments Originated Outside Kugamon
  • Add Quick Reference Guide Button to Configuration Page


v5.2.0 (Major Release)
12/02/2016
  • Add New Primary Quote and Order function where the First Quote and Order Assigned to an Opportunity is Designated as Primary
  • Add New Admin Controls to Sync Opportunity Amount Value from Primary Quote or Order Net Amount
  • Add New Product Control to Disable Shipment Creation
  • Add Order Check on Recurring Charge Activation
  • Revise Page Header Text on New Quote, New Order, New Invoice, and New Payment Pages for Readability


v5.1.3
12/01/2016
  • Revise Logic Assigned to Previously Deprecated Fields
  • Fix Special Characters in Address Issue when Creating Authorize.Net Recurring Charge Subscriptions
  • Fill Payment Memo Field Messages with Processor Failed Authorize.Net and PayPal Recurring Charge Payments
  • Add Change Log Button to Configuration Page
  • Update Payment Name for PayPal Recurring Payments


v5.1.12
10/20/2016
  • Revise Friendly Error Message for Quote and Order Generation when Price Book Name Has Changed or Set Inactive
  • Improve Kugamon Setting Data Initialization to Support over 2 Million Records
  • Improve PayPal Payment Log to Capture Order / Invoice Number
  • Prevent Multiple Submissions from Repeated Clicking on [Complete Transaction] on Recurring Charge Page
  • Fix Inactive Product Message from Disappearing on Line Deletion Issue in Quote and Order Edit Lines Page
  • Add Message Status Bar to Online Order and Invoice Page
  • Reduce Garbage Collection Window of Orphaned "In Process" Payment Records from 60 min to 30 min
  • Fill Payment Record PaymentMethod field for Recurring Charge Payments by Matching Card Type and Last 4 Digits to the Recurring Charge Assigned Payment Method


v5.1.11
10/11/2016
  • Update Choose Pricebooks to Display Pricebooks Alphabetically
  • Add Active Recurring Charge Warning for New One-Time Payments
  • Deprecate Unsupported Functionality
  • Update Quote PDF to Hide Valid Through when Expiration Date is Blank
  • Update Order PDF and Online to Support Expiration Date Feature
  • Rename 'Online Order Expiration Date' to 'Expiration Date'


v5.1.10
08/31/2016
  • Adjust Quote, Order, and Invoice PDF Template Header Spacing to Save Paper


v5.1.9
08/30/2016
  • Update Friendly Error Message Text for One-Time and Recurring Payments on Orders not Approved or Released
  • Fix Recurring Charge Record Naming
  • Improve Log Tracking for Fail Authorize.Net Silent Post Receipt
  • Improve Price Book Sharing Restriction Support


v5.1.8
08/16/2016
  • Fix Aggregate Invoice Lines from Scheduled Services on to Single Line on Invoice Template


v5.1.7
08/16/2016
  • Disable Online Order and Online Invoice for Cancelled Status and Updated Friendly Error Message


v5.1.6
08/02/2016
  • Update Friendly Error Message for Quote and Order Generation and Clone When Price Book Name Has Changed or Set Inactive
  • Truncate Long Account Name, Contact Name, and Address to Support Authorize.Net CIM Character Limitations. See Authorize.Net for Character Limits by Field Type
  • Aggregate Invoice Lines from Scheduled Services on to Single Line on Invoice Template
  • Fill Saved Payment Method on Recurring Charge Subscription Creation
  • Update Quote, Order, and Invoice Template Header for Alignment Consistency
  • Support Authorize.Net Subscription Count Capture
  • Fix Payment Name Handling for Authorize.Net Recurring Payments
  • Fix Validation on Recurring Charge Submission when Occurrence Count = 2


v5.1.5
06/17/2016
  • Enhance Log Reporting for Authorize.Net Payments
  • Add Override for Garbage Collection of 'In Process' Payments


v5.1.4
05/20/2016
  • Refactor Service Delivery record creation logic for Revenue Scheduled Service Products
  • Fix Service End Date Calculation in Quote and Order Edit Lines Page for situations where the Service Start Date is End of Month.


v5.1.3
05/11/2016
  • Update Garbage Collection of 'In Process' Payments with @Future
  • Update User Interface of PayPal and Authorize.Net Recurring Charge Terminal
  • Enhance Authorize.Net Recurring Charge New Subscription Submission Logic
  • Add Help Text and User Feedback to Authorize.Net Recurring Charge Terminal


v5.1.2
04/26/2016
  • Improve User Experience of Payment Terminal when Making Spilt Credit Card Payments
  • Revise Deletion Logic of Involve Lines

v5.1.1
04/18/2016
  • Enhance Address Support in Payment Terminal


v5.1.0 (Major Release)
04/15/2016
  • Add new Invoice Schedule control to Orders. Activate new Invoice Schedule by setting Field Visibility to True and adding to field to Page Layout. Now Additional Account Info Invoice Schedule defaults to Order Invoice Schedule to control Invoice creation.
  • Fix Existing Invoice Assignment of Released Orders with Only Additional Charges & Credits


v5.0.108
04/15/2016
  • Revise Logic Assigned to Previously Deprecated Fields


v5.0.107
04/15/2016
  • Update Logic Assigned to Previously Deprecated Fields


v5.0.106
03/28/2016
  • Improve Online Order Template


v5.0.105
03/25/2016
  • Revise Support for Product Names up to 255 Characters


v5.0.104
03/23/2016
  • Rename Order 'Add Online Payment to PDF' to 'Add Checkout to Order PDF'
  • Rename Invoice 'Add Online Payment to PDF' to 'Add Checkout to Invoice' and Support Both Invoice PDF and Online Invoice
  • Allow Edits to Contact and Address Fields on Released Orders
  • Allow Support for Product Names up to 255 Characters
  • Improve Handling of 'In Process' Payments from the Payment Terminal
  • Revise Garbage Collection of 'In Process' Payments
  • Enhance Payment Terminal User Interface
  • Update Quote, Order, and Invoice Template to Support BR() in Line Description


v5.0.103
02/27/2016
  • Revise URL Handling to Recurring Billing Payment Function for Developers


v5.0.102
02/02/2016
  • Update Payment PDF to Show Card Type and Last 4 Digits for Credit Card Payments
  • Update Authorize.Net Recurring Terminal for Readability (Removed Decimals from Frequency and Occurrence Inputs)
  • Update PayPal Recurring Terminal for Readability (Removed Decimals from Frequency and Occurrence Inputs)
  • Fix Authorize.Net Recurring Terminal Handling for Payments where First Charge and Recurring Amounts are the Same Value
  • Fix PayPal Recurring Terminal Handling for Payments where First Charge and Recurring Amounts are the Same Value
  • Revise Account Balance Update Function on Accounts with Large Number of Released Orders


v5.0.101
12/28/2015
  • Update Quote and Order Add Lines Page to show Decimals on Kit/Bundle Hover
  • Allow Kit/Bundle Members to be Hidden from Quote, Order, and Invoice Documents
  • Revised Inactive Product Message for Quote and Order Edit Lines Page
  • Update Manage Additional Charges/Credits Message on Released Orders


v5.0.100
12/09/2015
  • Improve Authorize.Net Recurring Subscriptions Handling for Billing Contacts with Saved Payment Methods
  • Support both Authorize.Net Omaha and Nashville networks


v5.0.99
12/09/2015
  • Update Authorize.Net Test Card Handling for Recurring Subscriptions


v5.0.98
10/29/2015
  • Change Label in Kit/Bundle Member Configuration
  • Enhance Invoice Behavior when Product Schedule Term and Order Billing Frequency Differ
  • Improve Quote, Order, and Invoice Document Templates for Readability
  • Allow Add & Edit Line Visibility for Released and Cancelled Orders


v5.0.97
10/19/2015
  • Extend URL defaults to Recurring Billing Payment Function for Developers


v5.0.96
09/14/2015
  • Improve Enhanced Out of the Box Sites Template Support


v5.0.95
09/14/2015
  • Enhance Out of the Box Sites Template Support


v5.0.94
09/01/2015
  • Fix for Handling Large Data Sets - Invoice Generation


v5.0.93
08/30/2015
  • Add Additional Payment Memo Field Messages with Processor Failed Payment for Authorize.Net & PayPal
  • Update Friendly Error Message Formatting 


v5.0.92
08/07/2015
  • Add Support for Long Price Book Name
  • Add Payment Receipt Check for In Process and Failed Payments


v5.0.91
07/31/2015
  • Fix for Handling Large Data Sets - Orders


v5.0.90
07/21/2015
  • Fix for Handling Large Data Sets - Order Product & Service Lines


v5.0.89
07/15/2015
  • Revise Payment Memo Field Handling of Failed Payments
  • Enhance Account Merge Handling of Accounts with High Child Record Count


v5.0.88
06/19/2015
  • Revise Error Messaging Handling on Order Payment Entry
  • Extend Order Cancel Function to Cancel Shipments
  • Remove Quote Warehouse Change Restriction


v5.0.87
05/28/2015
  • Enhance Error Handling


v5.0.86
05/19/2015
  • Improve Order Account Name Change Ability
  • Fill Payment Memo Field with Processor Failed Payment for Authorize.Net & PayPal


v5.0.85
05/07/2015
  • Update Authorization ID Field on Payment Record to be Filled from Return Log from Payment Processor
  • Improve Online Order Checkout to Include Error Messages on Submitting Payments
  • Add Custom Field Support on Quote & Order Clone Function


v5.0.84
04/27/2015
  • Update Submitting Payment on Payment Terminal


v5.0.83
04/25/2015
  • Fix Saved Payment Method Address Handling in Payment Terminal
  • Fix $0 Online Approval of Credit Card Orders


v5.0.82
04/09/2015
  • Update Shipping Carriers Tracking Links


v5.0.81
04/07/2015
  • Add New Friendly Message on Taking Payment on Orders with Zero Balance
  • Update Friendly Message for Taking Payments on Cancelled Orders
  • Improve Payment Reassignment Flexibility
  • Improve Quote Optional Lines Handling
  • Enhance New Payment Select Page for Non-Paid Orders and Invoices
  • Fix Changing Quote Contact Shipping that are from a Different Account
  • Update Shipping Carrier Package Tracking Links


v5.0.80
03/29/2015
  • Revise Alternative Handling of Invoice Handling of Products with Scheduling Enabled


v5.0.79
03/25/2015
  • Add Alternative Handling of Invoice Handling of Products with Scheduling Enabled.


v5.0.78
02/19/2015
  • Revise PO Label on Orders and Invoices Templates

​​
v5.
0.77
02/10/2015
  • Fix New Payment Page Handling on Large Unpaid Orders and Invoices
  • Improve Validation Rule Error Handling on Quote and Order Generation
  • Improve Multi-Currency PayPal Account Support


​​v5.0.76
11/30/2014
  • Fix Tiered Pricing for Orders


​​v5.0.75
11/29/2014
  • Fixed Account Merge for Accounts with Large Number of Orders and Invoices


​​v5.0.74
11/17/2014
  • Revise Quote & Order Name Handling from Custom Sources via non-Browser Record Inserts


​​v5.0.73
11/17/2014
  • Enhance Quote & Order Name Handling from Custom Sources via non-Browser Record Inserts


​​v5.0.72
11/17/2014
  • Enhance Quote & Order Name Handling from Custom Sources via the Browser


v5.0.71
10/08/2014
  • Improve Payment Information Display on Order & Invoice Documents


​v5.0.70
9/23/2014
  • Fix Orphaned Tiered Price Records Off of Deleted Products 
  • Enhance Online Payment Submission Page 


​v5.0.69
9/18/2014
  • Improve Applied Payment from Non-Kugamon Orphan Payment  


​v5.0.68
8/29/2014
  • Update Additional Account Info After Update Trigger
  • Update Additional Product Info Admin Controls
  • Improve Order Price Book Handling
  • Improve ESign function and Handwritten Signature Support


​v5.0.67
8/5/2014
  • Improve Insert Order support for Admins


​v5.0.66
7/30/2014
  • Improve Online Checkout Page 


​v5.0.65
7/14/2014
  • Revise Authorize.Net Payment Log Capture


​v5.0.64
7/8/2014
  • Update Edit Lines Mange Tier Pricing Multi-Currency Handling in Quotes and Orders


​v5.0.63
7/8/2014
  • Improve Edit Lines Mange Tier Pricing Multi-Currency Handling in Quotes and Orders


​v5.0.62
7/7/2014
  • Improve Mange Tier Pricing Multi-Currency Handling


​v5.0.61
7/6/2014
  • Improve Edit Lines Handling of Clone Bundle Lines in Quotes and Orders
  • Fix Edit Lines Kit Service Member Lines Handling in Orders


​v5.0.60
6/30/2014
  • Update Additional Product Info After Update Trigger


​v5.0.59
6/27/2014
  • Fix Suppression of Validation Error Messages on Quotes and Orders
  • Fix Invoice Contact Billing Changes via Payment Terminal


​v5.0.58
6/18/2014
  • Fix Edit Lines Kit/Bundle Member Line Quick Clone Handling on Quotes and Orders
  • Fix Edit Lines Kit/Bundle Line Display Handling on Quotes and Orders


​v5.0.57
6/10/2014
  • Fix Line Sort Order of Quote and Order Kit/Bundle Members 


​v5.0.56
6/4/2014
  • Updated Online Payment Handling of Multi-Currency Orgs


​v5.0.55
6/3/2014
  • Revised Online Payment Handling of Multi-Currency Orgs


​v5.0.54
6/3/2014
  • Improved Online Payment Handling of Multi-Currency Orgs


​v5.0.53
6/2/2014
  • Improved Order PDF to support new ESign function and Handwritten Signature Support


​v5.0.52
6/1/2014
  • Improved ESign Functionality with Handwritten Signature Support


v5.0.51
5/28/2014
  • Add Kit/Bundle Member Hover to Quote Optional Lines
  • Improve Update Shipment Function
  • Fix Add Lines Filter Functionality on Quotes and Orders


v5.0.50

5/22/2014
  • Fix Quote and Order Line Sort in Add Lines Multipage Cache
  • Improved UI of Tiered Pricing Screen
  • Aligned Recurring Payment Terminal Month Naming
  • Fix Invoice PDF and Online Invoice Product Date Handling


​v5.0.49
5/16/2014
  • Fix Saving Payment Card Expiration Date Handling in Recurring Charge Payment Terminal


v5.0.48
5/15/2014
  • Fix Duplicate Additional Account Info Handling in Orgs with Large Number of Accounts


v5.0.47
5/12/2014
  • Fix Quote PDF Handling of Long Account Names
  • Fix Order PDF and Online Order Handling of Long Account Names
  • Fix Invoice PDF and Online Invoice Handling of Long Account Names
  • Fix Duplicate Saved Payment Method Handling in Payment Terminal


v5.0.46
5/8/2014
  • Fix Quote PDF Line Spacing
  • Fix Online Order and Invoice Line Spacing


v5.0.45
5/7/2014
  • Fix Product Select Multipage Cache on Add Lines


​v5.0.44
5/2/2014
  • Improve Authorize.Net CIM Support
  • Improve Saved Payment Method Handling in Payment/Recurring Payment Terminal 
 
 

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