1602 Release Notes

Date Prepared:
Prepared by:

N EW F UNCTIONALITY

FOR

01/04/2016
Ashley Smith

1602

Membership Management ...................................................................................................................................................... 2

1.

Ref TFS #30420 Promotion Code recorded in Statement ......................................................................................... 2

Bookings ................................................................................................................................................................................... 2
1.

Ref TFS #29742 New Security Token for Reallocate Resource ................................................................................. 2

Reports ..................................................................................................................................................................................... 2
1.

Ref TFS #29306 Stock Valuation Report: New Filter and Location Move ................................................................. 2

2.

Ref TFS #29307 Member New Agreements Report: New Column ........................................................................... 2

3.

Ref TFS #29560 New Report: Abandoned Online Signups........................................................................................ 2

4.

Ref TFS #29911 Sports Courses Attendees: Extra Columns ...................................................................................... 3

5.

Ref TFS #30103 New Report: Staff Details Combined .............................................................................................. 3

6.

Ref TFS #30618 Transaction Detail Reports: New Column ........................................................................................ 3

Control Panel............................................................................................................................................................................ 3
1.

Ref TFS #29963 Bank Account Usage Settings .......................................................................................................... 3

Price Management ................................................................................................................................................................... 3

1.

Ref TFS #20879/29798 Surcharge Promotion option ............................................................................................... 3

CMS .......................................................................................................................................................................................... 4
1.

Ref TFS #29605 Company Name merge field ........................................................................................................... 4

Invoicing ................................................................................................................................................................................... 4
1.

Ref TM #171150 / TFS #26368 & #26369 Word Templates for Statements & Invoices ........................................... 4

Back Office ............................................................................................................................................................................... 5

1.

Ref TFS #28479 Emails from Back Office are locale sensitive ................................................................................... 5

Online Ticketing ....................................................................................................................................................................... 5

1.

Ref TM #192393 // TFS #22780 Mark Session as Members Only or Anonymous Only ..................................... 5

Release 1602

Version: 1.3

2.

Ref TM #192393 // TFS #22784 Apply P & A booking checks to member ticket purchases ..................................... 6

Sports Courses.......................................................................................................................................................................... 6
1.

Ref TFS #29108 Course Level Categories, Age and Visibilities .................................................................................. 6

2.

Ref TFS #31151 At Location: Prevent Timeout ......................................................................................................... 6

Legend Reports (New Reports) ............................................................................................................................................ 6

1.

Ref TFS #27247 Reporting with Referral Discounts .................................................................................................. 6

Other ........................................................................................................................................................................................ 6
1.

Ref TFS #29522 Joining Services: Add Work Telephone to Joining/Member post ................................................... 6

2.

Ref TFS #29522 Joining Services: Add Online Sales Person ...................................................................................... 6

3.

Ref TFS #30614 Joining Services: Update Check Email logic..................................................................................... 6

Performance and Interface Improvements ............................................................................................................................. 6

1.

Ref TFS #30322 Price Management: Correct text on Delete Promotion message ................................................... 6

2.

Ref TFS #31151 At Location App: Improvements ..................................................................................................... 6

M EMBERSHIP M ANAGEMENT
1. Ref TFS #30420 Promotion Code recorded in Statement
If a promotional code is used in the New Member or Upgrade wizards the promotion used and its associated promotional
code will show in the members statement.

B OOKINGS
1. Ref TFS #29742 New Security Token for Reallocate Resource
There is a new security token, BK_BOOKING_REALLOCATE, which controls the users ability to reallocate a booking by
right clicking the booking and selecting Reallocate Booking. This token will be enabled by default upon release.

R EPORTS
1. Ref TFS #29306 Stock Valuation Report: New Filter and Location Move
The Stock Valuation report has been moved from the Standard >> POS Reports folder to the Standard >> POS Reports >>
Stock Reports folder.
The report now has an additional filter for Below Stock Warning Level in the Range section. This is for when the current
level of stock is equal or below the stock warning level set in Front of House >> Options >> Stock Warning Levels.
2. Ref TFS #29307 Member New Agreements Report: New Column
A new column for Start Date has been added to the default columns of the Member New Agreements report (Standard
>> Memberships >> Member List Report >> Member Enrolments). This is the start date of the new agreement.
3. Ref TFS #29560 New Report: Abandoned Online Signups
The Abandoned Online Signups report has been added to the Standard >> Memberships >> Member List Report >> Online
Members folder. This report shows members who have reached stage 3 of the Online Signup process (accepting the
terms and conditions) and have gone no further. The report can be filtered on Signup Date. The default columns for this
report are Club Name, Temporary Email, Email, DOB, Gender, Home Address (1-3), Postal Code, Home Tel no and Mobile.
Release 1602

Version: 1.3

4. Ref TFS #29911 Sports Courses Attendees: Extra Columns

The Sports Courses Attendees report (Standard >> Bookings >> Sports Courses >> Course Attendees) now has additional
default columns for Has Future Sessions and Booking Status. You can also filter the report based on Future Sessions
and Booking Status in the Selection tab.
5. Ref TFS #30103 New Report: Staff Details Combined
The Combined User report has been added to the Standard >> Configuration >> Users folder. This report produces a
combined list of users and the clubs, groups and user groups they have access to. The report can be filtered on Created
Date, Start Date, Finish Date and Active. The default columns for this report are Username, First Name, Last Name, Clubs,
Groups, User Groups, Enterprise Access, User Active, Created Date, User Created By, Start Date, Finish Date, Member
number and Barcode.
6. Ref TFS #30618 Transaction Detail Reports: New Column
A new column for Tender Notes has been added to the Transaction Detail, Historical Transaction Detail and Historical
Transaction Detail UCF reports (Standard >> POS Reports folder). This will show the voucher code entered when paying
with a voucher tender in Front of House.

C ONTROL P ANEL
1. Ref TFS #29963 Bank Account Usage Settings
The bank account usage fraud settings (Control Panel >> Fraud Management >> Configuration tab) have been updated so
that the account usage number is the number of members who currently have these bank account details, rather than the
total number of times the bank account details have ever been used. This will make a difference when a member has
used the same account multiple times and then the same account is used against a different member, as this will only
count as two uses.
There is also now a setting to add a test account which will not have the max account usages checked when used. This
could be for testing or administration usages.

P RICE M ANAGEMENT
1. Ref TFS #20879/29798 Surcharge Promotion option
The Additional Months option in Fee to Update (Promotions >> Membership Discount) has been updated to Additional
months/Surcharge (PIF Only), which now allows you to create a promotion which gives the member X extra months for a
fixed fee (e.g. 3 extra months for 20.00). To create a promotion of this type, enter the fee you want to charge in the
value field and select the extra number of months from the Months Extra dropdown. Note that the fee is a one off rather

Release 1602

Version: 1.3

than a charge per month. So, for example, in the screenshot below, a member on the Silver Adult agreement would pay
240 + 20 = 260.00 for 15 months, not 240 + 20 + 20 + 20 = 300 for 15 months.

The only way to make these promotions optional (e.g. the customer doesnt want to pay for 3 extra months) is to assign a
promotional code when creating the promotion.
Please note that this functionality is currently only available in-house; online will be available in an upcoming release.

CMS
1. Ref TFS #29605 Company Name merge field
A new merge field for Company Name can now be included in CMS emails. This will take the company name from Control
Panel >> Global Settings >> Enterprise Settings.

I NVOICING
1. Ref TM #171150 / TFS #26368 & #26369 Word Templates for Statements & Invoices
You can now upload Word templates in to Invoicing for use as statements and invoices, allowing you more flexibility over
layout. Word templates are created in Microsoft Word, using merge field tokens to merge specific fields. Merge field
tokens should begin and end with % symbol, e.g. %invoicenumber%. If one or both are missing or there is any whitespace
between the % and the beginning or end of the tag word then the field will not be merged. A full list of merge tokens is
available from the Helpdesk, and on the Legend Releases site (www.legendreleases.co.uk). Please avoid using the Calibri
font, as there is a possibility of a problem rendering PDFs with this font.
The one exception is the merge field for Invoice Lines. To ensure that lines are merged correctly Legend recommends
creating a table in the template with two row rows; the first for column headings and the second for the merge fields (e.g.
%linedescription%, %amount%, %invoicelinenet% and %vat%). Finally a Bookmark must be added into the first cell of the
second (merge fields) row. To add a Bookmark in word click Insert >> Bookmark. The Bookmark should be named
invoicelines in order for all the lines of the invoice to be successfully merged and displayed.

Release 1602

Version: 1.3

For Statement templates, you can create a table to display the individual lines of a statement. This is done in the same
way as invoices, but the bookmarks should be called statementlinesinvoice (for invoice lines) and
statementlinescredit (for credit lines).
Please note that templates must be saved with a .doc or .docx extension. Once you have created your templates please
log a ticket with Legend Support asking them to enable the new Word template functionality. The new Word functionality
will work alongside the existing text template functionality, allowing a mixture of merged documents to be added to the
document queue. These will be processed accordingly and create two separate document queue PDF files, one for each
collection template type. The files will be named DocumentQueue_WordType.pdf and
DocumentQueue_TextType.pdf.
Once the functionality is enabled a new link for Upload Template will appear in Invoicing, under Homepage >>
Templates. This new view allows you to give the template a name and upload the required Word file. The template listing
for your existing templates now includes a column for Type, so you can easily see which are text templates and which are
Word templates. Once uploaded the new template can be previewed. If the preview is unsatisfactory then the invoicing
template can be deleted, the file can be amended and a new template can be uploaded in place of it. A preview will only
be available once the template has been uploaded. The template can now be used in the same way as text templates.
You will also need to upload a template for statements before any processing can take place. An attempt to generate
customer statements without a configured statement template will result in an error. To upload a statement, upload the
template as normal and select the Statement option from the Template For Dropdown, rather than Invoice. Once a
statement has been uploaded the dropdown will be hidden, to prevent the user from uploading multiple statement
templates. This statement can be changed by editing, as with normal invoice templates.
Note that the user will require the following security tokens to upload, edit, delete and view templates:
INVOICING_CREATEINVOICETEMPLATE, INVOICING_EDITINVOICETEMPLATE, INVOICING_DELETEINVOICETEMPLATE and
INVOICING_VIEWINVOICETEMPLATE.

B ACK O FFICE
1. Ref TFS #28479 Emails from Back Office are locale sensitive
Emails sent from Back Office (e.g. Sports Course re-enrolment emails) will now pick up the country code, currency,
currency code, date format and postcode from the settings configured in the database.

O NLINE T ICKETING
1. Ref TM #192393 // TFS #22780 Mark Session as Members Only or Anonymous Only
Sessions can now be set to allow only members to book, only anonymous users to book or allow a combination of
members and anonymous bookers. When creating a new session you will see a dropdown for Availability, which has
options for Unrestricted, Member Only and Anonymous Only. Selecting Member Only will remove the Number of
non-members option shown when booking online, and similarly selecting Anonymous Only will remove the Member
Bookings option.

Release 1602

Version: 1.3

2. Ref TM #192393 // TFS #22784 Apply P & A booking checks to member ticket purchases
When a member books an online ticketing session any P & A restrictions against the inventory item (configured in ACM >>
Inventory Access) will be respected.

S PORTS C OURSES
1. Ref TFS #29108 Course Level Categories, Age and Visibilities
Course categories and age ranges can now be configured on an individual course basis when creating the course, rather
than just at template level.
2. Ref TFS #31151 At Location: Prevent Timeout
If the At Location app is left running, the user will not be prompted to log in again when they next use the app.

L EGEND R EPORTS (N EW R EPORT S )

1. Ref TFS #27247 Reporting with Referral Discounts
The discounts due and taken are available as a dataset in Legend Reports, including source and target member
information.

O THER
1. Ref TFS #29522 Joining Services: Add Work Telephone to Joining/Member post
An option for Work Telephone has been added to the Joining/Member post.
2. Ref TFS #29522 Joining Services: Add Online Sales Person
Users with the new security token SALES_SHOW_ONLINE will be returned when calling for sales people at a specified
facility.
3. Ref TFS #30614 Joining Services: Update Check Email logic
The check on whether an email address exists has been removed and replaced with a check to see if the email address
supplied is already being used by an online user.

P ERFORMANCE

AND I NTERFACE I MPROVEMENTS

1. Ref TFS #30322 Price Management: Correct text on Delete Promotion message

2. Ref TFS #31151 At Location App: Improvements

Improvement to view in landscape mode

Improve display of username & password boxes on Samsung devices

Improve performance

List attendees alphabetically

Release 1602

Version: 1.3