2022 Release 03 | 2022.2.1116 | 25 August 2022

LNK-9620 - Cancel Student Booking - Fee information tidy-up and show POS Refunds, Past Family Credit Rebates

This ticket comprises fixes to the Cancel Student Booking form. A readable workflow from left to right and top to bottom logic has been included:

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The Fee table containing the Description and Amount includes a conditional logic where:

If no Joining Fee were included in the booking, the Joining Fee lines would not show.

If a Joining Fee were included in the booking, the Joining Fee lines indicate the Joining Fee owed and paid amounts.

The Class Fees will indicate the fees owed and paid amounts.

If a POS refund has been processed against the Student Booking, the red text will indicate that money has already been refunded via a POS refund.

If [Will not attend any classes] is selected for Perpetual or Squad, the pro-rata payments made will be the default for Return to Family Credit, not 'Zero’ as previously.

LNK-9619 - Cancel Term Booking - On first click of Student Booking checkbox, Will not attend any Classes option not greying out

Delivery of a fix for the Term Booking Cancellation form to improve consistency in the behavior and remove any margin for error in the ‘Will not attend any classes’ function:

LNK-9615 - Cancel Student Booking - Allow User to include Joining Fee in Return To Family Credit amount

This solution is being delivered to reduce the issue around LNK-9374 (detailed below).

The user can include the Joining Fee in the Cancellation:

Holiday Programs do not have Joining Fees.

Standard Term and Perpetual will allow the user to include the Joining Fee when:

The [Last date the student will attend] is the same as the Start Date of the chosen booking, and

[Will not attend any classes] is checked.

Squads will allow the user to include the Joining Fee when:

All classes in the Squad group are selected to be cancelled, and

The [Last date the student will attend] is the same as the Start Date of the topmost booking chosen, and

[Will not attend any classes] is checked.

LNK-9611 - Squad - Remove Minimum Amount popup and Min Return value on Cancel Student Booking form

Improvements have been made to the workflow for a Squad Booking Cancellation by removing the Minimum Amount to be returned pop-up and the Min Return value.
Additional fixes in 2022 Release 03 will ensure accuracy in the Return To Family Credit value.

LNK-9607 - Incorrect Pro-Rata & Number of Classes

The Create Student Booking form incorrectly calculated the pro-rata for a perpetual Class with a cease date when the Student Booking fell entirely within the current direct debit period.

This fix ensures a cease date is automatically added to the Create Student Booking process to ensure the pro-rata calculation is accurate:

LNK-9585 - Squad Booking with Joining miscalculated Join Fees value at Cancel Student Booking form

There was a miscalculation occurring in the Joining Fee value on the Cancel Student Booking form for a Squad Booking with a Joining Fee.

The Joining Fee miscalculation issue has been repaired as part of this release.

LNK-9534 - Squad Makeup Create Booking Screen Pay Now not sending transaction to POS

A Pay Now transaction was not automatically sent to the Point of Sale module for tender when creating a Squad Makeup Student Booking. The Pay Now automation of a Squad Makeup booking has been fixed as part of this version release.

LNK-9533 - Squad Makeup Create Booking Screen incorrectly shows joining fee

A Squad Class Type with a Joining Fee was including the Joining Fee in the Squad Makeup Student Booking when creating the booking incorrectly:

The Joining Fee will no longer be included in the Due & Amount to pay fields when creating a Squad Makeup.

LNK-9518 - Clicking Standard Term Booking Class with Join Fee that has been refunded via POS in Cancel Student Booking screen throws Error 400 & Error 13

In the Cancel Student Booking screen, when clicking on the Student Booking line for a Term Booking with a Joining Fee refunded via POS, two errors appeared each time the ‘Links’ Total Cost for Term pop-up appeared

The Cancel Student Booking screen workflow has been improved for a Term Booking with a Joining Fee refunded via POS by removing the need to display Total Cost for Term pop-ups. These improvements will streamline workflows and prevent any errors from occurring.

LNK-9490 - Squad Booking sending the wrong Amount To Family Account for Pay Now or Pay Later

A tidy up of Squad Student Bookings with a Joining Fee has been included as part of this release version.

Multiple phantom joining fees were added to the Family Account for a Squad Student Booking with a Joining Fee, even though they were not being included on the Create Student Booking form.

For example,

The transaction split logic was allocating the incorrect amounts to the Joining Fee & Class Type Service codes:

LNK-9374 - POS refunds incorrectly included in Holiday Program & Term Cancel Student Booking Cancellation rebate amount

When Cancelling a Holiday Program or Term Student Booking that has Joining Fee and a refund via POS, the Family Credit calculation included already refunded POS payments.

For both Holiday Program & Term bookings with a Joining Fee and any number of refunds via POS, Links will look at the FamilyAccount_Payments_Split_FamCredit_ExAdjust view on the Cancel Student Booking Form, which is used to get the Return To Family Credit Amount.

The FamilyAccount_Payments_Split_FamCredit_ExAdjust view has had improvements to better handle the POS refunds and exclude those from the Return to Family Credit value.

LNK-9712 - Cancel Perpetual Booking with POS refund to correctly write booking reduction to balance Family Account

A Perpetual Student Booking has been paid, then refunded via Links POS leaving the Family Account with an outstanding balance. The Responsible Person decides they no longer wish for the Student to attend any of the enrolled lessons.

Marking the Perpetual Student Booking as ‘Will not attend any Classes’ at the Cancel Student Booking screen will balance the Family Account to ensure no money is owing on the account in this scenario.

LNK-9667 - Overriding Membership Suspension Fees on a Membership Type with Fee Free Period does not apply overridden fee

This change is specific to applying a Suspension with an amended Total Suspension Fee to a Membership Contract with a Membership Type configured to use Suspension Fees.

The user must note that selecting the override suspension fee checkbox is now mandatory if you want to use a ‘custom’ amount and not the system-calculated value.

When processing an Early Return, you will be required to re-enter the ‘custom’ amount again by selecting the override suspension fee checkbox:

LNK-9741- Unable to sell Products or Services in POS without a Customer, even without prerequisites

Links POS was incorrectly asking the user always to enter a Person when selling a Product or Casual Service.

This fix ensures Links POS follows the correct workflow when selling a Product or Casual Service.

If the Product or Service has prerequisites, POS will ask for a Customer Id to validate the prerequisite.

If the Product or Service does not have a prerequisite, POS will push the charge amount directly into the transaction field as expected.

LNK-9746 - POS incorrectly showing ETPOSTC screen when Session Service has no pre-req after selecting Casual button

Session Bookings in POS complete multiple Customer checks depending on the Session Setup and Session Service setup.

The Service Code assigned to the Session may have prerequisites set:

POS will show the Session Booking screen after selecting the Session. Users can enter existing Customers into the Person field or select Concession, Casual, Other.

→ If the Session Service code has prerequisites POS will ask for a Customer Id to validate the Customer has a valid prerequisite.

→ If the Session Service code doesn’t have prerequisites, POS pushes Session Service Code straight into the Transaction table without asking for any Customer details, pending the following user action.

LNK-9595 - Error 13 Type Mismatch at POS > Customers > Customer Accounts > Photo click

An error was being thrown when trying to click on the photo field before entering a Person Id at POS > Customer > Customer Accounts:

Clicking the photo without a Person Id being present will no longer throw the error.

LNK-9598 - Load Photo into Photo Field on Customer Account form

After entering a Person Id on the Links POS > Customers > Customer Accounts form, the photo field was not automatically populated.

When a photo is available, the photo will now load automatically when loading the Person Id into the Customer Accounts form.

LNK-9592 - Mandatory gender field behavior & tidy up on the Prospect Setup form

The Gender field on the Customer setup form now displays as mandatory for an improved user experience:

LNK-9591 - Add label to Photo Field on Customer Setup form

A label has been added to the Photo field on the Customer Setup form:

When a photo has been added, a work instruction will appear on hover:

LNK-9590 - Mandatory behaviour on the Customer Setup form > E-mail field

The Customer Setup form now indicates when the Email field is a mandatory field at the time the ActiveCarrot Enabled checkbox is enabled:

The Email field will be set as an optional field when the ActiveCarrot checkbox is unchecked.

LNK-9589 - Punctuation issues on Customer Details & Mandatory Fields form

On the POS > Customers > Customers Setup > Personal tab and the Admin > Site > Mandatory Fields > Customer Screen tab, the label ‘Ref #' has been amended to ‘Reference’:

LNK-9517 - Mandatory behavior on the Customer Setup form > Gender field

The Gender on the Customer, Student, Responsible Person and Prospects Setup forms will now include the Mandatory function to recognise the required input and improve workflow efficiency:

LNK-9698 - Unable to Purchase Visit Pass in POS as there is no customer popup to select the customer

Related to a recent fix LNK-9467 as part of 2022 Release 02 | 2022.2.1110.

A flaw in the method for this workflow was bypassing the need to enter a Customer Id. This is now fixed so the [Enter the person or card] screen will popup after selecting the Visit Pass being sold:

The POS prerequisite check is checking for Visit Pass Types and Membership Types assigned to the Products, Service, Visit Pass or Membership Type in the Admin Module > Memberships/VP’s > Visit Passes > Types > Prerequisite list here:

To ensure the Customer Id entered hold an active prerequisite and is permitted to purchase the selected item in POS.

LNK-9570 - Export 'Classes - Not Included in Family Credits for Centre Closure' is using incorrect ToDate in Stored Proc

The CSV Export 'Classes - Not Included in Family Credits for Centre Closure' was incorrectly returning Student Bookings outside of the selected date range.

The Stored Procedure for the 'Classes - Not Included in Family Credits for Centre Closure' CSV Export has been updated to ensure only Student Bookings within the selected date range is returned in the report.