1805 Release Notes

Date Prepared: 17/07/2018

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front of House ....................................................................................................................................................2
1.1. VSO #63497 Prepaid Stored Accounts Value..............................................................................................2
1.2. VSO #57288 Sports COurse (Program) Cancellation returns subsidy.........................................................5
1.3. VSO #67528 Waiting list cut off ..................................................................................................................6
1.4. VSO #72518 Security restrict Tenders in FOH ............................................................................................7
1.5. VSO #67296 Adding Extras to Sports courses in FOH .................................................................................8
1.6. VSO #69711 External Refunds REQUIRE AUTHORISATION TO BE paid off in FOH .....................................9
1.7. VSO #73423 Resource address on FOH receipts ......................................................................................11
1.8. VSO #31950 PDQ Contactless transaction submissions ...........................................................................12
2. Bookings ...........................................................................................................................................................12
2.1. VSO #60743 Booking Sub Type Max Characters.......................................................................................12
3. Membership Management...............................................................................................................................13
3.1. VSO #66954 Communications Preference Authority ...............................................................................13
3.2. VSO #68858 Communication Preference Change History Can Be Viewed in MM ...................................13
3.3. VSO #72513 Create Refund/Credit Notes for existing items ...................................................................14
3.4. VSO #69707 Write oFf of refunds .............................................................................................................15
4. Control Panel ....................................................................................................................................................15
4.1. VSO #71295 Do Not Return Default Values For Unknown Customer Preferences ..................................15
5. Fee Collection ...................................................................................................................................................15
5.1. VSO #69654 Unplanned MCD handled in Fee Collection .........................................................................15
6. ACM ..................................................................................................................................................................16
6.1. VSO #65006 Merge Barcode Access and ACM .........................................................................................16
7. Price Management ...........................................................................................................................................17
7.1. VSO #69636 Price Management UI Enhancements .................................................................................17
8. Online Services .................................................................................................................................................18
 8.1. VSO #46263 Online Bookings – Class Timetable ......................................................................................18
8.2. VSO #65203 Migration of Calendar functionality to responsive ..............................................................18
8.3. VSO #67206 Online Booking clubs should be alphabetical - Responsive .................................................18
8.4. VSO #67208 Calendar search in Sports Hall & Classes - Responsive ........................................................19
8.5. VSO #70528 Responsive class bookings timetable: Accessibility Changes ..............................................19
8.6. VSO #67531 Rename Waiting List in online services................................................................................19
9. Invoicing............................................................................................................................................................20
9.1. VSO #66392 Invoicing: Tax Rate Shown on Credit Notes .........................................................................20
10. Event Management ..........................................................................................................................................20
10.1. VSO #70536 Default Search in Schedules is for all locations and any date..........................................20
10.2. VSO #67285 UI changes for Service charge on Food and Drink ...........................................................20
10.3. VSO #67251 Event Creation requires Event type .................................................................................20
10.4. VSO #63679 Extra information when booking an event in CMS for a corporate USER .......................20
10.5. VSO #61997 CMS - Update Facility Rentals Accessibility .....................................................................21
11. Online Ticketing ................................................................................................................................................21
11.1. VSO #61462 Print online ticketing confirmation page .........................................................................21
12. Sports Courses ..................................................................................................................................................21
12.1. VSO #68109 Purchasing extras during Sports Courses move ...............................................................21
12.2. VSO #60319 Configuring Payment Plan Templates for Start and End Dates .......................................21
12.3. VSO #70469 Ste Defer Accounting at Discipline Level .........................................................................21
13. Bug Fixes ...........................................................................................................................................................21

1. FRONT OF HOUSE

1.1. VSO #63497 PREPAID STORED ACCOUNTS VALUE

An option is now available for members to add credit to their accounts which can be used to purchase items in
house. To set this up, Stored Value Accounts must be enabled which can be done via contacting Legend Support.
Once enabled, you will see the icon in Legend Control Panel, and once selected you will see the option to add a
New Stored Value account.

The names of the labels for prepaid accounts can be set in Control Panel -> Data -> Labels -> Prepaid Accounts.

Select New and you will see the form as below. Choose the cash on account option and complete the fields as
desired. You can select which inventory categories the credit will apply to and which GL codes it will use for
reporting. Max usage in transaction is how much of the credit customers can use in the transaction, i.e. 50% or
100%. You will see a field in the bottom right which is labelled 'Assigned Inventory Items' which is for the charge
inventory item.

In inventory management you'll see to set up the inventory item with the price being the credit amount going to
be used by the stored account. There is a new field in the bottom left hand corner of the general tab of
inventory items, so it can be linked with the stored account. The tax for these inventory items should be 0% so
the money paid for the credit is not taxed.
For use of the prepaid account in FOH you need to create a tender type. In Control Panel > Data > Inventory/POS
> Configure Tenders select New. Give the tender a name, description and for FOH tender type use the option
Prepaid Account.

Create a POS button/folder for the amount(s) available you wish to offer to have on the members account
balance, and use the inventory item linked to the prepaid account for the button(s).
Once this has been sold to a member, you will see the option 'Subsidies' now reflects the “on account credit” the
customer has to spend. As soon as the member buys something the credit applies to, the basket will remind you
there is a subsidy available.

To use the credit, select Pay and see the new tender type is highlighted. Select exact and the tender for the
account credit. A window will open and will summarise the allocation, and if you are happy select the 'Allocate -
£X.XX' button and OK – then the transaction will be complete.

1.2. VSO #57288 SPORTS COURSE (PROGRAM) CANCELLATION RETURNS SUBSIDY

When a sports course has been paid for using a subsidy, when cancelling in FOH there is now an option to refund
the subsidy balance. In the refund options it will show you the full subsidy amount to be refunded or a split
cash/subsidy balance refund if the subsidy was supplemented by cash.

1.3. VSO #67528 WAITING LIST CUT OFF

Class waiting lists can now be managed so there is cut off before the class start time, meaning that the waiting
list ends from a configured amount of time before the class, opening spaces to customers in the centre. This can
be set from a minimum of 15 minutes to a maximum of 2 hours. To have this enabled, please contact Legend
Support. You are also able to configure the name of your waiting list in Global Bookings > Bookings. Please note,
long names and special characters may be unsupported.
Legend Support:

Three backend settings need to be enabled for this, the settings are:
- WaitingListName – configurable name for WL as some customers want them to be called 'Notification lists'
(text has been tested for reasonable length i.e., Notification list but longer text or grammar may not work as
desired. It has also been added as a field in Global > Bookings
-The DB settings for clearing the WL down are 'ClassWaitingListDisableBeforeSession' which needs to be set to
1 to be enabled
-The time of clear down before the session is set in minutes under the setting
'ClassWaitingListDisablexMinutesBeforeSession'

1.4. VSO #72518 SECURITY RESTRICT TENDERS IN FOH

You can now add a security token to FOH tenders, so they require authentication before being used. In Control
Panel > Inventory/POS > Configure Tenders > Select Tender > Properties and there is a new field for Security
Token. Each tender is configurable, so you can share the tokens or create a separate token for each tender type.
The token group FOHAD will need to be used when creating new tokens.
 1.5. VSO #67296 ADDING EXTRAS TO SPORTS COURSES IN FOH

Members that have been enrolled to a course initially without extras now have the option to add extras at a
later date. In FOH, find the course and select the '?' Button to view the course information. Here you can
highlight a member's name, select 'Extras' to view what they already have, and then you can use the 'Add Extra'
button to add additional items.
Then extras will then be placed in the basket ready to be paid off. You can also choose to buy now and pay later.

1.6. VSO #69711 EXTERNAL REFUNDS REQUIRE AUTHORISATION TO BE PAID OFF IN FOH

It is now possible to set Front of House to be unable to process refunds that have arisen through other Legend
programs, such as Back Office.

In Back Office, search for and view a member who has a credit note. Click the credit note tab:
Click "Select Refunds"

Tick one or more credit notes then click "Refund Details"

Click "Refund"
Close Back Office, open Front of House, and load in the same member
Go to Member info > Billing tab > Refunds
Select the refund that you have just created in Back Office and click "Add"

You are required to fill in the details of a user who has the security token POS_CAN_REFUND_TRANSITEM (as
you would with any refund in Front of House)

Once you have filled in the details of a user with the security token POS_CAN_REFUND_TRANSITEM:
 If the security token FOH_EXTERNALREFUND_PROCESS is enabled, the refund will be processed in the
basket
 If the security token FOH_EXTERNALREFUND_PROCESS is disabled, you will be prompted to fill in the
details of a user for which the token is enabled

Refunds that have been raised through Front of House can be processed regardless of whether the token
FOH_EXTERNALREFUND_PROCESS is enabled or not.

1.7. VSO #73423 RESOURCE ADDRESS ON FOH RECEIPTS

Session locations can be shown on FOH receipts for term-based courses. The setting can be enabled under
Global Settings > FOH (2) > Display Location address in receipt. Once enabled the location of the session will
appear at the bottom of the receipt.
 1.8. VSO #31950 PDQ CONTACTLESS TRANSACTION SUBMISSIONS
There are the options now to close your PDQ sessions upon shift closure and also submit the transactions/run
the Z reports at the same time.

The options can be configured at Enterprise/Global/Club level within the POS tab, Workstation level under the
POS tab and also within the shift definitions in FOH and the mass change shift definition tool in Control Panel.

2. BOOKINGS

2.1. VSO #60743 BOOKING SUB TYPE MAX CHARACTERS

As a Bookings Administrator you are now able to enter up to 750 characters in the booking sub type
 3. MEMBERSHIP MANAGEMENT

3.1. VSO #66954 COMMUNICATIONS PREFERENCE AUTHORITY

It is now possible for you to record who gives or changes consent for children or others who are not legally
competent so that you conform to GDPR regulations and can prove that you are taking care with information
preferences.

Please contact the Legend Helpdesk to set this functionality up. You will need to provide a specific age that your
company determines as the age limit between a child and adult.

Once this has been set up, you will be able to:

 See who has consented communication preferences changes to children in MM

 In MM, you will be given an authorisation window to give consent for any child member requiring
communications preferences “on” or to make changes to communication preferences
 In MM / NMW when you enter or change communications preferences, you have the option to enter an
authorising person's name
o If the member is an adult, the adult's name is defaulted
o If the member is a child and the head member is an adult the name defaults to the head
member name
o Entering a name is mandatory for members who are a child
All the above logic applies to FOH

3.2. VSO #68858 COMMUNICATION PREFERENCE CHANGE HISTORY CAN BE VIEWED IN MM

In the interests of GDPR, you are now able to view the history of a Member’s communication preference
changes in MM.

The audit history can be found by ticking the ' @Audit History Box' on the communication preferences pop up.
 3.3. VSO #72513 CREATE REFUND/CREDIT NOTES FOR EXISTING ITEMS

Following this release you now have the option to create refunds/credit notes against direct items in
Membership Management. Billing items that show in MM > Statement > ALL can be refunded/credited by
selecting the new 'Refund/Credit Note Item' button. Billing items available for credit/refund will be shown
highlighted in grey, and the button will only be available to press on these lines to avoid selecting items
unavailable for refunds. The security token MM_REFUNDSELECTEDITEM is needed for this feature and the
security token is enabled by default upon release for all Legend Admin users and default off for all other user
groups. NB: this option is only available through use of the New Statement, if you don't already have this
enabled and you'd like to use this feature, please contact Legend Support.

An example of the button being enabled when a billing item is selected:

An example of the button being disabled when a non-billing item is selected:

 3.4. VSO #69707 WRITE OFF OF REFUNDS

A tab for Refunds has been added in Membership Management > Payments so that refunds can now be
processed or written off without having to be processed through the till. Please note, refunds can only be
processed one at a time in this tab.

4. CONTROL PANEL

4.1. VSO #71295 DO NOT RETURN DEFAULT VALUES FOR UNKNOWN CUSTOMER
PREFERENCES

The option to set default Communication Preferences in the CP has been removed.

Now, if no communication preferences are set, it will not default to a specific pre-set selection, instead, it will
default to show the customer has opted out. This change is to help you fall in line with GDPR regulations.

5. FEE COLLECTION

5.1. VSO #69654 UNPLANNED MCD HANDLED IN FEE COLLECTION

When creating or editing a collection profile you can now select Active Collection Dates which is your "Selling
Days" and the All Collection Dates is your “Available Dates”.
When selecting dates in the Active Collection Dates grid it will automatically select the same date in the All
Collection Dates. You cannot deselect an All Collection Date of its selected in the Active Collection Date.

For Example, you may have historically had a collection date on the 8th of the month, but no longer sell
memberships that for that collection date. Any members who commenced with a collection date of the 8th will
now be able to have their Forward Billing calculated to your current collection date.

6. ACM

6.1. VSO #65006 MERGE BARCODE ACCESS AND ACM

ACM behaviours can now be applied to Barcoded access items so that new or existing access rules apply to the
barcode.

To start, barcode access will need to be enabled on the inventory item that is used for the barcode session. This
is done in Control Panel > Inventory Management > Barcode Item > ACM Tab
You will need to set the Validity, Max usage, pre-attendance and print ticket. NB. The 'Print ticket' option will
only become available once you have ticked require pre-attendance.

Then in ACM you'll need to create a new behaviour for barcode access under inventory based access tokens.

Once the behaviour has been created you can add it to the inventory item in the inventory access tab in ACM.
The workstation that the gates are attached to will need to be checked that it doesn’t have 'Disable barcode
access' enabled. This is under Control Panel > Workstation Settings > Gates Workstation > Disable Barcode
Access (should be unticked). You also need to make sure Legend Custom Client is configured to print barcodes,
Legend Support will be able to assist you with this.

7. PRICE MANAGEMENT

7.1. VSO #69636 PRICE MANAGEMENT UI ENHANCEMENTS

Changes have been made to the Price Management UI to make it easier to use.

The changes are as follows:

 Inactive inventory items will not show in the template

 Drop down lists are now ordered alphabetically
 Locations are now in tree structure rather than lists
 Children are selected when parent location is selected
 Entitlements now has a larger popup box
 By default, both expired and inactive entitlements will not show
 Promotion discount dropdown now only shows active schemes
 8. ONLINE SERVICES

8.1. VSO #46263 ONLINE BOOKINGS – CLASS TIMETABLE

The class timetable has now been made responsive, it's AA accessibility compliant and supports multilingual. If
you have bookings already responsive you will not have to do anything. If you wish to make bookings responsive,
please contact Legend Support.

English and French are the only fully supported languages. Please note we do not have all the translations back,
so some areas may show in English.

8.2. VSO #65203 MIGRATION OF CALENDAR FUNCTIONALITY TO RESPONSIVE

The add bookings to your calendar has now been made responsive. None of the functionality has been changed.
The options shown below can be found on the booking confirmation screen and view bookings screen.

The link is multilingual and AA accessibility compliant.

8.3. VSO #67206 ONLINE BOOKING CLUBS SHOULD BE ALPHABETICAL - RESPONSIVE

When searching for a Sports Hall activity the clubs and groups are now listed alphabetically. The home club will
appear at the top of the list for ease and will have (Home) at the end.
 8.4. VSO #67208 CALENDAR SEARCH IN SPORTS HALL & CLASSES - RESPONSIVE

A calendar search option has been added to online bookings responsive page. A Select Date button will show in
the date bar.

Today's date and the date of the booking you are looking at will be highlighted. The calendar is also AA
accessibility compliant and supports multilingual.

8.5. VSO #70528 RESPONSIVE CLASS BOOKINGS TIM ETABLE: ACCESSIBILITY CHANGES

The Responsive bookings timetable is now AA compliant.

8.6. VSO #67531 RENAME WAITING LIST IN ONLINE SERVICES

It is now possible to rename booking Waiting Lists to a branding of your choice e.g. Notification Lists. This is
controlled by Stock Text in Back Office > Configuration > Stock Text > Class Waiting Lists. Once changed the new
branding will pull through to Online Desktop (Non Responsive and Responsive), Online Mobile and Kiosk.

For non responsive confirmation messages these are still configured in CMS.
Please note that if you have already have had your theme overridden with your own bookings branding, you will
not be able to use the Class Waiting List Stock Text. If you wish to change this, please contact Legend Support for
more information.

9. INVOICING

9.1. VSO #66392 INVOICING: TAX RATE SHOWN ON CREDIT NOTES

As an Invoicing user you are now able to display the Tax Rate that was used when raising a credit note so that
the credit note complies with HMRC regulations.

10. EVENT MANAGEMENT

10.1. VSO #70536 DEFAULT SEARCH IN SCHEDULES IS FOR ALL LOCATIONS AND ANY DATE

When searching for events in the schedule it now covers all locations and is no longer restricted to the selected
location.

10.2. VSO #67285 UI CHANGE S FOR SERVICE CHARGE ON FOOD AND DRINK

Service charged items such as food, alcohol or beverage are now marked accordingly in the event resource page.
A simple icon will be displayed.

10.3. VSO #67251 EVENT CREATION REQUIRES EVENT TYPE

Creating or editing events has now been made easier and more user friendly.
 Event Type is now mandatory unless it's overridden with a security token
EM_CREATE_EVENT_WITHOUT_EVENT_TYPE.
 Arrival and Departure times can be replaced with Start and Finish times.
 Number of Nights can be removed.
 When creating or editing a resource you can only see layouts for the selected event type.
 When creating or editing a resource you can see the event type for that event.
 If you have a security token you can see all layouts for a resource
EM_VIEW_ALL_LAYOUTS_FOR_RESOURCE.

10.4. VSO #63679 EXTRA INFORMATION WHEN BOOKING AN EVENT IN CMS FOR A
CORPORATE USER

As a Corporate user with a linked Online Profile, it is now possible to book an event online and all your details
will pull through and the booking will show in Back Office.
 10.5. VSO #61997 CMS - UPDATE FACILITY RENTALS ACCESSIBILITY

We have updated the Facility Rentals page to be more accessible for all users.

11. ONLINE TICKETING

11.1. VSO #61462 PRINT ONLINE TICKETING CONFIRMATION PAGE

You are now able to print online tickets from the confirmation page.
When you click 'Access Barcode' it opens a new window where you can view/print the barcode.

12. SPORTS COURSES

12.1. VSO #68109 PURCHASING EXTRAS DURING SPORTS COURSES MOVE

It is now possible to purchase extras during a Sports Course move. The options will be the same as if the
member was being enrolled.

You will need to have the new version of “Statement” enabled. Please contact Legend Support to enable this
feature.

12.2. VSO #60319 CONFIGURING PAYMENT PLAN TEMPLATES FOR START AND END DATES

When creating or editing a Payment Plan Template, staff may now set the effective start point and end point of
the Payment Plan. There are three choices:

 Start on purchase, end at booking start date

 Start on purchase, end at booking end date
 Start on booking start date, end at booking end date

12.3. VSO #70469 STE DEFER ACCOUNTING AT DISCIPLINE LEVEL

It is now possible for accounting to be deferred at Discipline level. This is a database setting only, you will need
to call Legend Support to set the "Defer Accounting" option on any Discipline. The database table to change is
Legend.Discipline.

13. BUG FIXES

 VSO #69450 - not thread safe - RenderMacroEmailService - causing error when under load
 VSO #69827 -Emails (Stock Text) should use the locale of the customer and not the locale of the web
server
 VSO #72419 - CMS Admin (User can edit profile) doesn't prevent editing profile
 VSO #71347 - FOH - Staff can enable/disabled shifts without the security token
 VSO #72361 - Online Ticketing - Unable to delete sessions due to a int16 to int32 conversion error
 VSO #70351 - Prescheduled classes overriding agreement advance booking limit #267738
 VSO #70581 - PM - Promotions do not use the same 'End Date' in MM as Online (CMS)
 VSO #70668 - FOH: Buttons are not displayed correctly under 'Options'
 VSO #70669 - BO (Payments): Bolt-Ons are not collected due to changes to the billing source types
 VSO #70670 - FOH: Transactions which include a discount cause duplicate tax record
 VSO #70694 - Upgrade Wizard - Promotions do not apply to upfront fees on PIF when upgrading
 VSO #70695 - NMW - Promotions no longer apply when signing up a member through NMW
 VSO #70697 - FOH - Split card transactions can be removed from the basket after the card has
completed
 VSO #70699 - FOH - Sports Courses - Rolled back transactions cause an error due to part records in DB
 VSO #70776 - Fee Collections - PIF members who have 'Collect All' will cause the run to fail due to
missing NBD
 VSO #70777 - Fee Collections - Bolt-Ons are not displayed correctly in MM statement after a
run/rejection
 VSO #70780 - MM Account - Unable to write off refunds
 VSO #71095 - Can't use bank account merge tokens for Services bank details
 VSO #51982 - Config setting - 'OnlineBookingOutstandingDebtMember' does not stop members with
debt booking online
 VSO #63150 - MM - Bank Reference not correctly populating when creating a new account CA ONLY
#264980
 VSO #68243 - Transaction code '470' isn't automatically generating for new accounts in NMW
 VSO #70393 - Reset Form button does not clear Category filter in Course Search, Back Office
 VSO #71455 - Incorrect payment plan validation in CMS
 VSO #71441 - Users with the DOB 01/01/1900 cannot load the 'My profile' section of online services
 VSO #72052 - Default Lang is ignored in Stock Text and populates first alphabetically
 VSO #71281 - CVV showing for Moneris, TDBank when payment plans is enabled
 VSO #72444 - Register Confirmation Email does not populate the member’s name.
 VSO #72425 - Unable to access profile page when member has invalid DOB
 VSO #60089 - When Enable Sports Courses is disabled in CMS Admin you can still book on a course
 VSO #58260 - Non-Responsive Date Format - View Sports Courses
 VSO #56011 - My Messages does not display correctly
 VSO #54025 - Members balance shown in the enrolee’s page is incorrect (sometimes)
 VSO #65697 - QAI: Date in the past message on mobile devices
 VSO #69052 - Error when editing and deleting session on Interest Groups
 VSO #68791 - It is possible to un-enrol a provisionally booked CMS member to a sports course, but it
causes an error
 VSO #40365 - When enrolling on a course via DD make sure that sessions exist at least past the point
where the DD would start
 VSO #71402 - Universal Basket - Class/Court booking Due date is Datetime. Now not Session Start
Datetime
 VSO #71361 - If your home club is not visible online you will receive an error when making a booking
 VSO #70866 - CMS: Cannot update the value of a setting without an associated behaviour record
 VSO #70228 - Sports Courses - Unable to add a member to the waiting list (Back Office)
 VSO #70477 - Damage deposit with no configured price can throw an exception error
 VSO #69655 - Book link from public timetable only works once logged in
 VSO #69461 - Timeout when processing the basket under high load
 VSO #69547 - Provisional booking of sports course (CMS) creates deadlocks under load
 VSO #68064 - Online renewal of DD membership doesn't create new mandate #294145
 VSO #67961 - Online Promo Code for multiple months discount on Cycle Fee States No Discount Applied
Before Cut Off
 VSO #66399 - When accessing the layout section in Event Management Configuration, it is possible that
the resource
 VSO #63392 - CMS Questionnaire - The questionnaire no longer shows online when signing up
 VSO #62774 - QAI: When Editing a Course It keeps looping when saving.
 VSO #61232 - password reset when email not known is unclear
 VSO #51964 - Sports Courses - Resources changed to the wrong type causes course edit to display a
blank page
 VSO #49665 - Enabling corporate doesn't keep setting
 VSO #41190 - CMS Memberships Do Not Update After Linking #243191
 VSO #72396 - FOH - Sports Courses displays the wrong inventory price as the inactive/active dates are
not checked
 VSO #72749 - Currency Symbol not shown correctly
 VSO #71098 - Can't complete an advanced MM search using bank details entered for Services
 VSO #57018 - Updating members barcode changes salesperson
 VSO #54925 - When Is Bookable isn't ticked you can still book activities online
 VSO #55287 - Upgrade wizard with negative price difference
 VSO #50471 - The 'Selling Price' Fee to update in PM does nothing
 VSO #59078 - Unexpected Error when cancelling the preparation stage in FC
 VSO #62917 - Price Management - Price schemes can be deployed and then saved over as 'Draft'
#305639
 VSO #62433 - NMW Price Control calculates tax rate validity from agreement start date, not from now.
 VSO #68873 - Error message cut off in Fee Collection when saving a part configured Collection Profile
 VSO #69573 - Upgrade Wizard - Unable to see bank details without security token
 VSO #71981 - Shoreline Leisure online currency symbol
 VSO #65481 - Stop members enrolling ahead of a waiting list in CMS
 VSO #73478 – Invoicing - Fix Invoice Customer create SP
 VSO #73500 - Bulk Update SPs to support Collection Profiles.