Swiss Fuel Primary User's Manual


Contents
Introduction
Login
Home Page
Customers
Glossary
Services
Transactions
Invoices
Reports
User Dropdown
Wallet Balance
Manage Rate Plans
Troubleshooting
Notification
EFS Policies
Truck Stop Codes
FAQ
Miscellaneous
Release Notes
Live Transactions
Automated Invoice Payment with Authorize.net
SF04 Primary User/Release Notes

This sprint focused on improving how transactions are handled when prices or tax rates are missing, ensuring accurate invoicing, better tracking of excluded data, and enhanced reporting for admins.
The system now allows admins to review, fix, and include previously skipped transactions, improving accuracy and control across the invoicing process.

⚙️ New Features & Enhancements

1. Excluded Transactions Handling

  • 11999: Skip Transactions if Prices Not Found
    Added a new system logic controlled by Softset: SkipTransIfPriceNotFound.

    • If prices, tax rates, cards, or locations are missing, transactions are moved to an ExcludedTransactions table instead of being processed.

    • Each skipped transaction includes details like review status, reason (missing price, card, tax, or location), and reviewed by/date.

    • A daily email alert is sent to admins with transactions pending review.

    • Added a command IncludeReviewedTrans to automatically recalculate, verify, and reprocess reviewed transactions.

  • 12001: Page to Display Excluded Transactions
    A new page was created to show excluded transactions grouped by reason:

    • Missing Prices

    • Missing Tax Rates

    • Missing Locations

    • Missing Cards
      Admins can easily review and track issues before including transactions back into processing.

  • 12113: Updated usp_MoveExcludedTransactions Procedure
    Improved logic for managing transaction IDs and review statuses.

    • Ensures unique IDs for excluded records.

    • Added new columns for better tracking.

    • Excluded transactions are marked with a specific status ('X') for clarity.

  • 12087: Update to Overall Limit Calculation
    Modified limit calculation logic to include skipped/excluded transactions, ensuring correct limit usage data.

2. Pricing & Tax Calculation Improvements

  • 12047:  Pricing Enhancements

    • Introduced a new flag bitTaxCalculationDone in the Prices table.

    • Prices with missing taxes or locations are still saved but flagged for review.

    • A new command CalculateTaxesOnPrices automatically calculates taxes later.

    • Ensures smoother data flow even when some tax info is initially missing.

  • 12156: Truck Stop Code Modifications

    • When adding a new truck stop location, system now requires purchase tax rates for discounted products.

    • Automatically triggers recalculation of affected transactions once data is added.

3. Invoicing Logic Enhancements

  • 12100: Option to Generate Invoices by Transaction Date
    Added a Softset: GenerateInvoicesOnTranDate.

    • If enabled, invoices are generated using the EFS transaction date (CST) instead of the POS date.

    • This aligns SwissFuel’s billing cycles with EFS for consistency.

  • 12157: Alert Before Generating Invoices
    If excluded transactions exist, users now see an alert before invoice generation.

    • The alert shows the count and amount of missing transactions.

    • Users can choose to proceed or cancel invoicing, and their decision is logged for audit.

4. Transaction & Data Consistency

  • 12176: Correct Fuel Code Mapping in CrossDB Sync
    Improved parent-child database synchronization so fuel type and code mappings stay consistent for Diesel and Diesel Efficient products.

  • 12012: Fix for Moneycode Transactions Not Syncing
    Fixed an issue where manually created moneycode transactions were not being pushed to child databases.

5. Reporting Enhancements

  • 12158: Dynamic Report for Discounted Products
    Added a new on-demand report that lists discounted products for a primary customer, removing the need for manual SQL queries.

🐞 Bug Fixes

  • 12012: Moneycode Transactions Sync Issue – Manually added Moneycode transactions now sync properly to child databases.

✅ Impact Summary

  • Better control and transparency for transactions skipped due to missing data.

  • Easier admin review and correction of issues through the Excluded Transactions page.

  • Accurate pricing and invoicing aligned with EFS data.

  • Improved automation for tax and price recalculations.

  • More reliable reports and system consistency across parent and child databases.

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