Release 2.14 Notes

Changes made in this release of the software are detailed below.

Before Release 2.14 is installed in TEST and PRODUCTION, some old databases may have the compatibility level set to 80 which will cause the new code to fail in Release 2.14. You must change database_to_upgrade to the name of the database the script is being run against. This script requires System Administration level permissions and is not a part of the automatic SQL upgrade script. The change to the database script is as follows:

ALTER DATABASE "database_to_upgrade" SET COMPATIBILITY_LEVEL = 100

Issue#	Application Module	Primary Function	Detail
Enhancements
DFDD	All Applications	Footer	The short version number for the current application has been added to the footer of all topics in the DFDD except the release notes.
VND-1 / VND-38	Vendor	Letters and Mail Merge	The Vendor application has been modified to include custom form letters that allow the user to include an electronic signature and an image or logo. The letters can be sent via e-mail or fax depending on the information recorded for a vendor. The ability to search by region, corporate parent, and stamp number has been added. The following modifications have been made to the Vendor application: A new Create New Template menu option has been added to the File menu. This launches the new Create New Template screen. A new Create New Template screen has been added. It is used to create a letter template using mail merge fields. A signature and/or a logo can be included on the letter. A new Send Form Letters menu option has been added to the File menu. This launches the new Send Form Letters screen. The Send Group Letters screen has been changed to the Send Form Letters screen. Additional search functionality has been added, and the ability to send custom or standard letters by region, corporate parent only, or corporate parent and their vendors by e-mail, fax, or mail has been included. A new Custom Letter Sent Summary screen has been added. It is used to give the user a summary of letters that are sent. A new Capture Vendor Manager Signature menu option has been added to the Administration menu. This launches the Capture Signature screen. The Capture Electronic Signature screen has been changed to the Capture Signature screen. It is used to capture a manager's signature for use in custom letter templates.
VND-1 / VND-38	Management Console	E-mail Settings and Fax Settings	The Management Console application has been modified to include the ability to send vendor letters by e-mail and fax. The following modifications have been made to the Management Console application: A new Vendor Setup group has been added to the Management Console vertical menu. It includes the E-mail Settings shortcut which enables the e-mail settings functions and the E-mail Settings menu. It also includes the Fax Settings shortcut which enables the fax settings options and the Fax Settings menu. A new E-mail Settings screen has been added. It is used to manage the e-mail settings for sending custom letters. A new Fax Settings screen has been added. It is used to manage the fax settings for sending custom letters.
VND-2 / VND-39 / VND-47	Vendor	Monitoring Visits	The Vendor application has been modified to include new criteria for selecting and scheduling vendors for monitoring visits. Users can now group, sort, and select vendors by geographic area. The following modifications have been made to the Vendor application: A new Manage Geographic Areas menu option has been added to the Administration menu. This launches the Geographic Areas Wizard, Step 1 screen. A new Geographic Areas Wizard, Step 1 screen has been added. It is used to establish the State's preferred method of grouping vendors by geographic area (either by ZIP Codes/Counties or by Custom Defined Areas). A new Geographic Areas Wizard, Step 2 screen has been added. It is used to assign all vendors into one of the previously defined Geographic Areas. A new Manage Monitoring Visits menu option has been added to the Activities menu. This launches the Manage Monitoring Visits screen. A new Manage Monitoring Visits screen has been added. It is used to organize, oversee, and schedule routine monitoring visits. A new Reschedule Monitoring Visit screen has been added. It is used to schedule or reschedule an upcoming monitoring visit and assign a staff member. A new Monitoring Visit Completed follow-up activity has been added to the Follow-up Activities screen. It is used to close monitoring visits. Modifications have been made to the existing Monitoring Visit screen. The Recommended Compliance Buy check box has been renamed to Recommended Compliance Investigation. A new Assign High Risk check box and drop-down list box has been added. A new Schedule Monitoring Visit event has been added to the Events screen. This launches the Schedule Monitoring Visit screen. A new Schedule Monitoring Visit screen has been added. It is used to schedule monitoring visits for vendors.
VND-4 / VND-5 / VND-49 / VND-50	Vendor	Peer Group Assessment	The Vendor application has been modified to include a new automated criteria for grouping vendors into peer groups. Users can now choose one or more items from a list to aid in the determination of the appropriate peer group for vendors. Additionally, the ability to perform a mass reassessment of vendor peer groups has been added. This functionality allows users to select which vendors should be reassigned to different peer groups and generate notification letters for the vendors affected. Users also have the option to provide a future date for the reassessment to be performed by the End of Day process. The ability to import peer group information from the state of Oklahoma has been added. This enhancement leverages existing state banking files. The following modifications have been made to the Vendor application: The Peer Group Management menu option in the File menu has been moved to the Activities menu and is renamed the Manage Peer Groups menu option. It has been expanded into two sub-menus: The existing Peer Group Pricing menu option and a newly added Peer Group Assessment menu option. The Peer Group Assessment menu option displays the Peer Group Assessment screen. A new Peer Group Assessment screen has been added. It is used to manage assessment options for peer groups. A new Assessment Options screen has been added. It is used to customize the automatic Peer Group calculation formula used by the system to assign vendors to Peer Groups. Users can select which variables to utilize and the range or choice of values used by the system when comparing vendor data. A new Peer Group Reassessment screen has been added. It is used to reassess all vendors based on their current Assessment Options settings. A new Peer Group Determination screen has been added. It displays the factors used by the system in the Peer Group Assessment for the vendor. A new Peer Group Reassessment Notification screen has been added. It is used to send notification letters to the vendors that their peer group has been reassessed. The End of Day application has been expanded to include a process that examines the PeerGroupChange table nightly and apply the peer group reassessment once the effective date is reached. The End of Day process updates the Vendor table with the new Peer Group ID and then clears the record from processing by inserting the AppliedDate timestamp.
VND-6 / VND-52	Vendor	Scan Document	The Vendor application has been modified to include a method of scanning and attaching documents for an electronic (paperless) filing. The following modifications have been made to the Vendor application: A new Attach Document menu option has been added to the Vendor List menu. This launches the Attach Document screen. A new Attach Document screen has been added. It is used to scan or upload a document for a vendor selected on the Vendor List screen. A new Scan Document screen has been added to scan documents. A new Document event and follow-up activity has been added to the Events screen and Follow-up Activities screen. It launches the Document screen that allows a user to scan or upload a document. A new Upload Document screen has been added. It is used to locate electronic documents on the user's computer and upload them to the vendor record. A new Document Details screen has been added. It is used to identify a scanned or uploaded document as a particular document type and add comments. A new Documents tab has been added to the Vendor Folder. It is used to manage all electronic documents related to a vendor. A new Reassign screen has been added. It is used to reassign scanned documents from the current vendor to a different vendor.
VND-7 / VND 53	Vendor	Inventory Audit - First Visit	The Vendor application has been modified to include Inventory Audit - First Visit events and follow-up activities. These allow the vendor manager to record vendor inventory levels and examine WIC sales to validate the feasibility of vendors' WIC claims. The following modifications have been made to the Vendor application: A new Inventory Audit - First Visit event and follow-up activity has been added to the Events screen and Follow-up Activities screen. It launches the Inventory Audit screen that allows a user to perform an inventory audit on the vendor. A new Inventory Audit screen has been added. It is used to track an initial and final inventory audit. A new Manage Vendor Inventory menu option has been added to the Activities menu. This launches the Manage Vendor Inventory screen. A new Manage Vendor Inventory screen has been added. It is used to maintain food items that can be tracked during an inventory audit. A new UPC Details screen has been added. It is used to review UPC details for a food item in an inventory audit. A new Initial Inventory screen has been added. It is used to track the vendor's initial inventory at the time of the audit. A new Invoice(s) screen has been added. It is used to record all shipments of WIC foods received by the vendor between audits. A new Redemptions screen has been added. It is used to review WIC checks processed by the vendor between audits. A new Final Inventory screen has been added. It is used to track the vendor's final inventory at the time of the audit. A new Attach Audit Documents screen has been added. It is used to attach, scan, or reassign a document. A new Inventory Audit Complete follow-up activity has been added to the Follow-up Activities screen. It launches the Inventory Audit Complete screen that allows the entry of the date an inventory audit was completed. The Redemption tab in the Vendor Folder has been modified to display any fiscal year's redemptions and allow the user to print this information as the new Redemption History VND073 (Output).
VND-8 / VND-30 / VND-31	Vendor	Telephone Call	The Vendor application has been modified to include a Telephone Call event and follow-up activity. These allow the user to track telephone communications with vendors. The following modifications have been made to the Vendor application: A new Telephone Call toolbar button has been added to the Vendor List toolbar. Clicking it launches the Telephone Call screen. A new Log Telephone Call menu option has been added to the Vendor List menu. This launches the Telephone Call screen. A new Telephone Call event and follow-up activity has been added to the Events screen and Follow-up Activities screen. It launches the Telephone Call screen. A new Telephone Call screen has been added. It is used to record a telephone call with a vendor. A new Reassign screen has been added. It is used to reassign a telephone call to a different vendor. A new Preview Reassignment screen has been added. It is used to preview the telephone call's location on the new vendor's Event Log tree list.
VND-9 / VND-57	Vendor	Initiate Compliance Investigation	The Vendor application has been modified to include a Initiate Compliance Investigation and Finish Compliance Investigation event and follow-up activity to track risk factors for a vendor. Additionally, the compliance buys functionality has been streamlined with the ability to create multiple compliance buys at one time without having to tie them to a specific vendor. The following modifications have been made to the Vendor application: A new Initiate Compliance Investigation event has been added to the Events screen. It launches the Initiate Compliance Investigation screen. A new Initiate Compliance Investigation screen has been added. It is used to track high risk indicators for a vendor and is reported on the The Integrity Profile (TIP) File (Output). A new Initiate Compliance Investigation follow-up activity has been added to the Follow-up Activities screen. It launches the Finish Compliance Investigation screen. A new Finish Compliance Investigation screen has been added. It is used to track a completed compliance investigation based on the information gathered by the system. A new Manage Compliance Buys menu option has been added to the Vendor List menu. The menu option expands and includes the Compliance Participants menu option, Compliance Investigators menu option, and the Compliance Buy Benefits menu option. The Compliance Participants menu option launches the Compliance Participants screen. The Compliance Investigators menu option launches the Compliance Investigators screen. The Compliance Buy Benefits menu option launches the Compliance Buy Benefits screen. A new Compliance Participants screen has been added. It is used to save participant names for use in compliance buys. A new Compliance Investigators screen has been added. It is used to save investigator names for use in compliance buys A new Compliance Buy Benefits screen has been added. It is used to create multiple compliance buys, choose the distribution item(s) and quantity for up to three benefit instruments at a time, and issue compliance buy benefits. A new Package Management screen has been added. It is used to manage the compliance buy benefits packages. A new Print Compliance Buy Benefits screen has been added. It is used to select the number of compliance buys to be created. A new Compliance Buy Returned follow-up activity has been added to the Follow-up Activities screen. It launches the Compliance Buy Returned screen. A new Compliance Buy Returned screen has been added. It is used to track the items returned during a compliance buy. A new Meeting screen has been added. It is used to schedule a meeting with the vendor.
VND-10 / VND-33	Vendor	Alerts List for Vendor	The Vendor application has been modified to allow users to create alerts and have them display when a vendor's folder is opened. The following modifications have been made to the Vendor application: A new Manage Alerts menu option was added to the Activities menu. This launches the Alerts List for Vendor screen. A new Alerts List for Vendor screen has been added. It is used to maintain alerts for the current vendor. A new Alert screen has been added. It is used to add or edit an alert for the current vendor. A new Display Alerts screen has been added. It is used to display general vendor alerts and when a vendor has exceeded the maximum number of sanction points. The sanction point limit is defined by the new state business rule VNDR_SANCTION_LIMIT.
VND-11	Vendor	The Integrity Profile (TIP) File (Output)	The Vendor application has modified The Integrity Profile (TIP) File (Output). The following modifications have been made to the Vendor application: The Generate TIP File - Step 1 screen has been modified. It has been split into two screens. The TIP indicator selection is now incorporated into the compliance investigation process to report TIP risk indicators for all completed compliance investigations. The selection of the redemption, volume, and participant indicators is now automated. Other indicators can now be selected manually. The Compliance Investigation Status column is populated based on whether the investigation was completed during the reported fiscal year or is still ongoing. If the vendor status is Terminated ("T") or Expired ("E"), the corresponding letter is included on the report. The Violation drop-down list box on the Compliance Buy Returned screen follow-up activity is recorded and printed on the report. The Referred to SNAP check box on the Disqualification screen is recorded on the report as the date the disqualification occurred and is reported in the Date Referred to FSP column. The option selected from the Outcome drop-down list box on the Administrative Review screen is recorded in the report. The drop-down list box options have been changed to the following: P - Pending U - Upheld (in favor of State) O - Overturned (in favor of vendor) M - Modified (Reduced) J - Judicial The The Integrity Profile (TIP) File to Excel (Output) can be converted from the Excel file back to a text file for submission to FNS.
VND-12 / VND-34 / VND-35 / VND-36	Vendor	Stamp Issuance, Letter Sent, and Event Log	The Vendor application has been modified to include changes for reissuing a stamp, sending a letter outside the system, and the Event Log screen. The following modifications have been made to the Vendor application: The Stamp Issuance screen now allows vendor stamps to be reissued. The system checks whether the Stamp Number issued on the screen is brand new to the system or the currently assigned number. The Letter Sent screen has been modified for letters sent outside of the system. When the Letter Sent Outside System radio button is selected, a selection in the Letter to Send list box will no longer be required. A Standard Letter radio button has been added to indicate letters sent from within the system. The Event Log screen has been modified, adding the following new sub-tabs to group vendor events and follow-up activities into more manageable displays of information: All Authorization Claims Communications Compliance Investigation Monitoring Sanctions Training Other Activities All events and follow-up activities are displayed on the All sub-tab. Events and follow-up activities not categorized into one of the main sub-tabs is displayed on the Other Activities sub-tab. A new Manage Event/Follow-up Groupings menu option was added to the Administration menu. This launches the Manage Event/Follow-up Groupings screen. A new Manage Event/Follow-up Groupings screen has been added. It is used to assign events and follow-up activities to display within a data grid on any of the following sub-tabs: Claims, Communications, Compliance Investigation, Monitoring, Sanctions, or Training. A new Manage Closing Trigger for Events menu option was added to the Administration menu. This launches the Manage Closing Trigger for Events screen. A new Manage Closing Trigger for Events screen has been added. It is used to set closing event triggers for events. The closed events display on the Event Log screen with a colored background.
VND-12 / VND-34 / VND-35 / VND-36	Reference Utility	Food Items	The Reference Utility application has been modified to allow the user to sort food item descriptions. The following modifications have been made to the Reference Utility application: The Food Items screen can now be sorted in Description sequence, and can be resorted by clicking on the different column headings.
VND-13 / VND 55	Vendor	Claim, Collection, Rescission, Fine, and Civil Money Penalty	The Vendor application has been modified to include several new events and follow-up activities for assessing financial penalties to vendors. The following modifications have been made to the Vendor application: A new Claim event has been added to the Events screen. It launches the Claim screen. A new Claim screen has been added. It is used to assess a claim against a vendor. A new Collection follow-up activity has been added to the Follow-up Activities screen. It launches the Collection screen. A new Collection screen has been added. It is used to collect a claim from a vendor. A new Rescission follow-up activity has been added to the Follow-up Activities screen. It launches the Rescission screen. A new Rescission screen has been added. It is used to rescind the claim assessed against a vendor. A new Fine follow-up activity has been added to the Follow-up Activities screen. It launches the Fine screen. A new Fine screen has been added. It is used to record a fine for a vendor. A new Civil Money Penalty follow-up activity has been added to the Follow-up Activities screen. It launches the Civil Money Penalty screen. A new Civil Money Penalty screen has been added. It is used to record a civil money penalty for a vendor.
VND-14 / VND 59	Vendor	Display Alerts and Sanction	The Vendor application has been modified to display alerts for vendors with a violation and assign sanction points to them. The following modifications have been made to the Vendor application: A new Display Alerts screen has been added. It is used to display general vendor alerts and when a vendor has exceeded the maximum number of sanction points. The sanction point limit is defined by the new state business rule VNDR_SANCTION_LIMIT. A new Sanction follow-up activity has been added to the Follow-up Activities screen. It launches the Sanction screen. A new Sanction screen has been added. It is used to define the type of sanction, the claim assessed, and the number of sanction points assigned to a vendor. The sanction points assessed to a vendor are now displayed on the Monitoring Visit screen and the Compliance Buy Returned screen.
VND-14 / VND 59	Reference Utility	Violation Classifications, Violation Classification, Set Alert Color, and Violation Types	The Reference Utility application has been modified to include the ability for the user to specify violation criteria by classification and type. The following modifications have been made to the Reference Utility application: A new Violation Classifications screen has been added. It is used to specify the classification of the violation by the user. A new Violation Classification screen has been added. It is used to add or edit a violation classification. A new Violation Types screen has been added. It is used to assign a violation to a violation classification and specify the number of sanction points assessed for a violation.
VND-15 / VND 30	Vendor	SNAP Action	The Vendor application has been modified to include the ability to add an action from the Supplemental Nutrition Assistance Program (SNAP). The following modifications have been made to the Vendor application: A new SNAP Action event has been added to the Events screen. It launches the SNAP Action screen. A new SNAP Action screen has been added. It is used to note that action has been taken against the vendor by SNAP.
VND-16 / VND-51 / VND-54	Vendor	Manage Authorization Steps, Authorization Step, Cost Containment Verification, and Event Log	The Vendor application has been modified to include steps to track the authorization progress of a new vendor. The following modifications have been made to the Vendor application: A new Manage Authorization Steps menu option was added to the Administration menu. This launches the Manage Authorization Steps screen. A new Manage Authorization Steps screen has been added. It is used to manage the list of steps that must be taken to authorize the vendor. A new Authorization Step follow-up activity has been added to the Follow-up Activities screen. It launches the Authorization Step screen. A new Authorization Step screen has been added. It is used to track a vendor's progress through the authorization steps. A new Cost Containment Verification follow-up activity has been added to the Follow-up Activities screen. It launches the Cost Containment Verification screen. A new Cost Containment Verification screen has been added. It is used to examine whether the vendor meets competitive price standards. A new Authorization sub-tab has been added to the Event Log screen. It is used to track a vendor's authorization progress.
VND-17 / VND-58	Vendor	Manage Above-50% Vendors, Cost Neutrality Spreadsheet (Output), and Cost Containment Certification Spreadsheet (Output)	The Vendor application has been modified to better track above 50% vendors within the application. Two new reports have been added to improve tracking. The following modifications have been made to the Vendor application: A new Manage Above-50% Vendors menu option was added to the Administration menu. This launches the Manage Above-50% Vendors screen. A new Manage Above-50% Vendors screen has been added. It is used to manually set the above 50% indicator on a vendor's record. A new Generate Cost Neutrality Spreadsheet screen has been added to generate a report of a vendor's cost neutrality to compare inventory prices. The new Cost Neutrality Spreadsheet (Output) displays vendor's prices. A new Generate Cost Containment Certification Spreadsheet screen has been added to generate a report of authorized above 50-percent vendors. The new Cost Containment Certification Spreadsheet (Output) displays above 50-percent vendors.
VND-18 / VND-60	Vendor	Vendor Online Price Survey Application	The Vendor application has been modified to provide a means of requesting that vendors or corporate parents provide current prices through an online system. This reduces the amount of paperwork being handled at the state office and makes the process faster and more efficient. The following modifications have been made to the Online Price Survey application: A new Online Price Survey screen has been added. It is used by the vendor management team at the state office to solicit and receive updated shelf prices for WIC foods available in retail stores. A new Online Price Survey menu has been added. It is used to navigate the Online Price Survey. The Define Templates screen has been modified. It is used to create price survey templates for use by vendors and corporate parents. The Template Items screen has been modified. It is used to create a new template or edit an existing template. The Enter Comments screen has been modified. It is used to insert comments into the selected template. Users can then print the data from this screen. The Send Vendor Invitations/Print Price Surveys screen has been modified. It is used to search for and select a group of vendors to send an invitation to the Vendor Questionnaire System (VQS) Web Site along with a template to complete a price survey. The Send Corporate Parent Invitations screen has been modified. It is used to search for and select one or more corporate parents to send an invitation to the Vendor Questionnaire System (VQS) Web Site along with a template to complete a price survey. A new Price List screen has been added. It is used to view the current price list or enter a new price list for a vendor. The New Price List screen has been modified. It is no longer launched from the Food Pricing screen. It is used to select a template and indicate whether previous prices should be used as a basis for the survey. A new Create New Price List screen has been added. It is used to add new price list information for the current vendor. The Price Survey screen has been modified. It is used to enter prices for each of the food distribution items on the template sent to vendors and corporate parents via the price survey invitation. A new Rejected Price Survey screen has been added. It is used to enter prices for each of the food distribution items on the template sent to vendors and corporate parents via the price survey invitation after an initial Price Survey has been completed. The Invitations Sent screen has been modified. It is used to view all price survey invitations sent to vendors and corporate parents. The Pending Price Surveys screen has been modified. It is used to view all vendors who have not yet responded to price survey invitations. A new Approve Prices screen has been added. It is used to approve price lists submitted by vendors and corporate parents. A new Price List Details screen has been added. It is used to approve, reject, or update price lists found on the Approve Prices screen.
VND-18 / VND-60	Vendor	Vendor Application	The Vendor application has been modified to accommodate the changes made by the Vendor Online Price Survey. The following modifications have been made to the Vendor application: The Food Pricing screen has been modified. The pricing information displayed is read-only, and new vendor pricing can no longer be entered on this screen. A new Manage Food Price Multipliers menu option was added to the Administration menu. This launches the Manage Food Price Multipliers screen. A new Manage Food Price Multipliers screen has been added. It is used to estimate/calculate prices for different purchase quantities once a vendor has submitted a price for one purchase size of a given product. A new Manage Corporate Parent Zones menu option was added to the Administration menu. This launches the Manage Corporate Parent Zones screen. A new Manage Corporate Parent Zones screen has been added. It is used to group vendors so that a corporate parent has the ability to send one price survey response and have it applied to all vendors in the specified zone. A new Zone screen has been added. It is used to add or edit corporate parent zones. A new Manage Communication Templates menu option was added to the Administration menu. This launches the Manage Communication Templates screen. A new Manage Communication Templates screen has been added. It is used to manage the subject and body of e-mail communications sent to vendors and corporate parents. A new Edit Communication Template screen has been added. It is used to edit the subject and body of e-mail communications sent to vendors and corporate parents. A new Manage Retail Items menu option was added to the Administration menu. This launches the Manage Retail Items screen. A new Manage Retail Items screen has been added. It is used to manage specific shelf items associated with the more generic food distribution items. A new Price Survey menu option has been added to the Vendor List menu. This opens the user's internet browser and launches the Online Price Survey screen.
VND-19 / VND-56 / VND-65	Vendor	High Risk Analysis	The Vendor application has been modified to include a system of managing and tracking high risk vendors. The following modifications have been made to the Vendor application: A Manage High Risk Vendors menu option has been added to the Activities menu. It has two sub-menus: the High Risk Criteria menu option that launches the High Risk Criteria screen, and the High Risk Analysis menu option that launches the High Risk Analysis screen. A new High Risk Criteria screen has been added. It is used to maintain high risk criteria for the examination and analysis of calculated high risk indicators. A new High Risk Criterion Details screen has been added. It is used to view the details of the high risk criterion. A new High Risk Analysis screen has been added. It is used to calculate the high risk score and automatically assign the various risk indicators for all vendors. A new Food Instruments Redeemed screen has been added. It is used to display all food instruments redeemed by the vendor and used in the high risk vendor calculation. A new Food Instrument Details screen has been added. It is used to view the details of a distributed food instrument.
VND-20 / VND-61	Vendor	Vendor Online Application	The Vendor application has been modified to remove the Application Wizard. It has been replaced with a new online interface that allows vendors to begin the application process themselves and provides a way for vendor managers in the WIC program to work interactively with prospective vendors and existing vendors through a shared interface. The following modifications have been made to the Vendor Online Application: A new Application Tasks screen has been added. It is used to select the type of application task to be completed. A new Ownership Structure screen has been added. It is used to select the type of ownership structure for the vendor. A new Business Information screen has been added. It is used to collect basic information about the vendor's business such as addresses and contact information. A new Owner Information (Sole Proprietorship) screen has been added. It is used to collect information about a vendor owned by a single person. A new Owner Information (Partnership) screen has been added. It is used to collect information about a vendor owned by a partnership. A new Owner Information (Corporation) screen has been added. It is used to collect information about a vendor owned by a corporation. A new Store Information screen has been added. It is used to collect information specific to the vendor's operation. A new Wholesaler Information screen has been added. It is used to collect information about the vendor's source of merchandize. A new Peer Group Assignment screen has been added. It is used to assign the vendor to a peer group and collect contract approval information.
VND-20 / VND-61	Vendor	Vendor Application	The Vendor application has been modified to include several changes in order to add the new Vendor Online Application. The following modifications have been made to the Vendor application: The Create New Applicant menu option on the Vendor List menu has been modified. It now launches the Ownership Structure screen in the user's internet browser. The Create New Applicant toolbar button on the Vendor List toolbar has been modified. It now launches the Ownership Structure screen in the user's internet browser. The Applicant event and follow-up activity has been modified. It now launches the Ownership Structure screen in the user's internet browser. The Stamp Issuance follow-up activity has replaced the application ID issued to a new vendor applicant when a new application is in process with a stamp number issued to the vendor. A new Waiting List follow-up activity has been added to the Follow-up Activities screen. It launches the Send Letter screen. The Primary Grocery Wholesalers, Maintain Pharmacy Wholesalers, Maintain Milk Wholesalers, and Maintain Licensed Formula Wholesalers screens have been replaced with the Wholesaler screen. A new Manage Online Application Parameters screen has been added. It is used to mange the online application parameters to determine what fields are required during the application process.
VND-22	Vendor	Vendor Civil Money Penalties Report (Output)	A new Generate Vendor Civil Money Penalties Report screen has been added to generate a report of civil money penalties assessed against vendors, the amount paid to date, and the balance remaining. The new Vendor Civil Money Penalties Report (Output) and Vendor Civil Money Penalties Report Spreadsheet (Output) displays the civil money penalties for a vendor.
VND-23	Vendor	Default Food Package Report (Output)	A new Generate Default Food Package Report screen has been added to generate a report of default food packages. The new Default Food Package Report (Output) displays default food packages.
VND-24 / VND-42	Vendor	Vendor Inventory Audit Report (Output)	A new Generate Vendor Inventory Audit Report screen has been added to generate a report of the results from a vendor's inventory audit. The new Vendor Inventory Audit Report (Output) displays a list of WIC benefits redeemed during the date range specified.
VND-25	Vendor	Peer Group Reassessment Report VND072 (Output)	A new Peer Group Reassessment Report VND072 (Output) is available on the Peer Group Reassessment screen. It displays peer group changes suggested for vendors and the criteria by which the suggestions were arrived at.
VND-26	Vendor	Peer Group Price Override Report (Output)	A new Generate Peer Group Price Override Report screen has been added to generate a report of all food distribution item price overrides made during the date range specified. The new Peer Group Price Override Report (Output) displays peer group price overrides and the staff member by whom they were authorized.
VND-27	Vendor	Peer Group Pricing Report (Output)	A new Generate Peer Group Pricing Report screen has been added to generate a report of the pricing for active food distribution items for selected peer groups. The new Peer Group Pricing Report (Output) displays the pricing for active food distribution items for selected peer groups.
VND-28	Vendor	Vendor Violation Report (Output)	A new Generate Vendor Violation Report screen has been added to generate a report of the vendors that received violations during a specified date range by the selected reporting criterion. The new Vendor Violation Report (Output) and Vendor Violation Report Spreadsheet (Output) displays the vendors that received violations during a specified date range by the selected reporting criterion.
VND-37 / VND-46	Reference Utility	Reference Utility	The Reference Utility application has been modified to add new categories for multiple changes in the Vendor application. The following categories have been added to the Reference Dictionary in the Reference Utility application: VNDCOMPBUYFISTATUS VNDCOMPBUYDONEBY SNAPACTION VNDSURVEYREJECTRSN VNDPHONETYPE VNDCOMPBUYFOODDISP VNDREFERTOOTHERORG VNDCORRECTIVEACTION EVENTCLOSINGTYPE
VND-39	Reference Utility	Monitoring Resources	The Reference Utility application has been modified to include the ability to store and maintain a list of monitoring resources, the staff members who assign monitoring visits. The following modifications have been made to the Reference Utility application: A new list item was added to the Reference Utility screen called Monitoring Resources. This list item launches the Maintain Monitoring Resources screen. A new Maintain Monitoring Resources screen was added. It allows the user maintain a list of monitoring resources for monitoring visits. A new Add Monitoring Resource screen was added. It allows the user to add a new monitoring resource to the Reference Dictionary.
VND-40	Vendor	Top 10 Food Instrument Types by Peer Group Report VND070 (Output)	A new Generate Top 10 Food Instrument Types by Peer Group Report screen has been added to generate a report of the top ten food instrument types calculated by a selected method for all peer groups over a specified date range. The new Top 10 Food Instrument Types by Peer Group Report VND070 (Output) displays the top 10 food instrument types for each peer group by the selected reporting criterion.
VND-41	Reference Utility	Maintain Images and Logos	The Reference Utility application has been modified to include a method of storing images and logos for use in a custom letter template in the Vendor application. The following modifications have been made to the Reference Utility application: A new Maintain Images and Logos screen has been added. It is used to activate images and logos to be options when creating a custom letter on the Create New Template screen in the Vendor application. A new Image or Logo screen has been added. It is used to add or edit an image file stored in the system.
VND-43	Vendor	Manage Food Price Multipliers	The Vendor application has been modified to manage food price multipliers for those price surveys using the food distribution item level pricing. The following modifications have been made to the Vendor application: A new Manage Food Price Multipliers menu option was added to the Administration menu. This launches the Manage Food Price Multipliers screen. A new Manage Food Price Multipliers screen has been added. It is used to estimate/calculate prices for different purchase quantities once a vendor has submitted a price for one purchase size of a given product.
VND-45	Vendor	Maintain Corporate Parents	The Vendor application has been modified to allow the user to manage corporate parents through the Vendor application and the Reference Utility application. The following modifications have been made to the Vendor application: A new Manage Corporate Owners menu option was added to the Administration menu. This launches the Maintain Corporate Parents screen. The Maintain Corporate Parents screen has been added. It is used to manage corporate parents. The Corporate Parent screen has been modified. It includes the ability to add corporate contacts and corporate owners. A new Contacts screen has been added. It is used to add a new corporate contact. A new Contact Lookup screen has been added. It is used to search for a corporate contact. A new Contacts screen has been added. It is used to edit a corporate contact. A new Address screen has been added. It is used to add either a physical address or a mailing address. The Corporate Owner screen has been modified. A user can now perform a search for a corporate contact using the Contact Lookup screen.
VND-45	Reference Utility	Maintain Corporate Parents	The Reference Utility application has been modified to allow the user to manage corporate parents more efficiently. The following modifications have been made to the Reference Utility application: The Maintain Corporate Parents screen has been added. It is used to manage corporate parents. The Corporate Parent screen has been modified. It includes the ability to add corporate contacts and corporate owners. A new Contacts screen has been added. It is used to add a new corporate contact. A new Contact Lookup screen has been added. It is used to search for a corporate contact. A new Contacts screen has been added. It is used to edit a corporate contact. A new Address screen has been added. It is used to add either a physical address or a mailing address. The Corporate Owner screen has been modified. A user can now perform a search for a corporate contact using the Contact Lookup screen.
VND-48	Vendor	Security	The Vendor application has been modified with numerous security improvements that require users with specific levels of permission to access many of the features. This change order addresses fixing the issue of a completely open application with no restrictions on the user's roles as set up in the Management Console application. New security features have been added to numerous screens and menus.
VND-62	Vendor	Bank Exceptions	The Vendor application has been modified to include the management of bank exceptions. The following modifications have been made to the Vendor application: A new Manage Bank Exceptions menu option has been added to the Activities menu. This launches the Bank Exceptions screen. A new Bank Exceptions screen has been added. It is used to manage bank exceptions. A new Edit Bank Exception screen has been added. It is used to edit bank exceptions.
VND-63	Vendor	Corrective Action and Corrective Action Plan	The Vendor application has been modified to add corrective actions and corrective action plans for vendors as a follow-up activity. The following modifications have been made to the Vendor application: A new Corrective Action follow-up activity has been added to the Follow-up Activities screen. It launches the Corrective Action screen. A new Corrective Action screen has been added. It is used to track the outcome of the corrective action plan. A new Corrective Action Plan follow-up activity has been added to the Follow-up Activities screen. It launches the Corrective Action Plan screen. A new Corrective Action Plan screen has been added. It is used to comment on the plan for corrective action.
VND-64	Vendor	Vendor Stamp Number and Vendor ID Number	The vendor stamp number and vendor ID number for some vendors does not match. A mass conversion on those vendors with mismatched stamp numbers and vendor IDs was performed to match both numbers for a vendor.
VND-66	Vendor	Educational Buy	The Vendor application has been modified to include an Educational Buy event and follow-up activity to track educational buys based on benefit number. The following modifications have been made to the Vendor application: A new Educational Buy event and follow-up activity has been added to the Events screen and Follow-up Activities screen. It launches the Educational Buy screen. A new Educational Buy screen has been added. It is used to track educational buys based on benefit number.
Reported Issues
SUG-120 / SUG-549	Vendor	Generate Annual Training Roster	Issue: When OK is clicked on the Generate Annual Training Roster screen, a standard error message displays with the text: "Invalid Object name 'dbo.v_training_roster_for_ss'" or "Invalid column name 'Agency Name'." This occurs regardless of which report destination type is selected. The Annual Training Roster VND019 (Output) does not print the city and state. Instead, the city code is printed. Resolution: Modifications made to the code during the Vendor enhancement process corrected this issue. The report is successfully produced regardless of the report destination type selected.
SUG-271	Vendor	Food Pricing	Issue: The Food Pricing screen needs to accommodate the new cash value benefits for fruits and vegetables as determined by the WIC Food Package Interim Rule (7 CFR Part 246). The CVB food items are displaying on the Price Survey screen when they should not. Resolution: The code has been changed to exclude Base Food Category "L" from the Price Survey screen. This prevents the CVB food items from displaying.
SUG-312	Vendor	Redemption	Issue: The Redemption tab in the Vendor Folder does not display the redemption history for each month, and sometimes it does not display the correct redemption amounts. When the Print button is clicked, the report produced is missing some of the redemption information. Resolution: The report file was missing in the application. It has been reinserted into the application which has corrected this issue.
SUG-315	Vendor	Vendor List	Issue: When the Vendor ID length is changed from 4 to 5 digits, the search function on the Vendor List screen cannot find the 4-digit vendor ID. The system is adding a leading zero to the vendor ID and is not finding the correct vendor. Resolution: The code has been changed so the vendor ID search does not add a leading zero.
SUG-317	Vendor	Batch	Issue: The voucher reject reason entered by the user does not match the reason displayed on the Batch screen when the voucher billing statement is generated. Vouchers were also found with the reject amount column displaying "0.00". Resolution: On the billing statement, the "Reject Amount" value is only calculated when REJECTVOUCHER is set to "Y". However, this value should always be calculated. Code was added to enable the selection of rejected reasons if the Amount rejected is greater than zero. The rejected reason was not displaying on the report because the Rejected flag was set to "N". The billing statement has been modified to show the rejected reason regardless of the Rejected flag's setting.
SUG-322	Vendor	Annual Training Scheduled	Issue: When an Annual Training Scheduled event is scheduled with a date entered by the user, the details mode of the Annual Training Scheduled screen displays the current system date instead of the date entered by the user. Additionally, the system generated letter is not printing all of the fields. Resolution: The code has been modified to set the TrainingDate properly and display it in the letter. The code is verified to set the "SystemTrainingFY" variable in the letter with the TrainingFiscalYear value. All fields are now printed on the letter, and details mode now displays the correctly entered date.
SUG-331	Vendor	Benefits Not Approved	Issue: In the Benefits Not Approved event, if a selection is made from the Reason Denied drop-down list box on the Benefits Not Approved screen, the user is required to enter a benefit number. The user is unable to clear the value entered in the data grid if it was entered on the wrong line. Resolution: The code has been modified to include a blank entry at the top of the drop-down list box. When the Benefits Not Approved screen is validated, it deletes the empty line and then validates as normal.
SUG-349 / SUG-357 / SUG-427	Vendor	Generate Vendor Profile Report	Issue: When the Vendor Profile VND023 (Output) is generated through the Generate Vendor Profile Report screen on the Page1 (Demographics) screen, the Owner, Enrollment Date, and Contract Effective date do not print. Additionally, the following errors are found in the printed document: The telephone number is not formatted correctly. The value label is missing for PhysicalAddress2. Data from Vendor.PhysicalAddress2 is not being printed when the information is available for Vendor Address. Another value is being printed for the Owner. The Fax is not formatted correctly. Business hours are in military (24-hour) time and not in AM/PM format (12-hour) time. Data from Vendor.DateInitContract is not being printed when the information is available for Original Enrollment. There is no comma between City and State (City, State). Data from Vendor.ContractStartDate is not being printed when the information is available for Contract Effective. If Vendor.MailingAddress2 is printed, the Contract Effective value label does not print. Contract Effective prints if Vendor.MailingAddress2 is not available. Total sanction points are printing as zero (0) instead of the sum of the total sanction points for events and follow-up activities. The Formula Wholesaler text and value label did not print. There is no space between the first and last names of the Staff Member value label. Data from Vendor.Directions is not being printed when the information is available for Directions to Store. The Event Log tree list does not display on the printed document as it does on the Events screen. There is no space between the colon and year of the Year value label (Year: 2011). Resolution: The Owner value was being populated, but it was part of a sub-report because the vendor could have more than one owner. Therefore, the Owner had to be clicked on to see it and it would not print correctly. A new section for Owners has been created on the Vendor Profile VND023 (Output) to clearly display all owners three tables: Contact (Type = "Owner"), CorporateParent, and OtherOwnershipStructure. The Contract Effective date also display correctly on the printed report. The Enrollment Date does not print because the Application Wizard not saving the data to the database when a vendor application is processed. The Application Wizard has been removed and has been replaced with the Vendor Online Application. The new Vendor Online Application correctly saves the original contract date to Vendor.DateInitContract. Business hours now display in AM/PM format when the Open at least 8 Hours a Day 6 Days a Week check box is checked on the Store Information screen. A new group sort was added to display the year in the following format: "Year: CCYY". Most of the issues were resolved as a result of the modifications made by the Vendor enhancements.
SUG-413	Reference Utility	Other WIC Programs	Issue: When an Other WIC Program is deleted from the Other WIC Programs screen, it still displays in the Vendor application. Resolution: When a program is deleted, the system checks if the program is in use in the OTHERWICPROGRAMSERVED table and the APPOTHERWICPROGRAMSERVED table. The program is not be deleted when it is used by a vendor in the Vendor application. Instead, a standard error message displays with the text: "{Name} cannot be deleted because it is linked to Vendors for other programs served."
SUG-417	Vendor	Manage Action Dates	Issue: When the Manage Action Dates menu option is selected from the Administration menu, the Manage Action Dates screen displays duplicates of some events and follow-up activities. The Reference Dictionary shows that there are duplicates of the events and follow-up activities, but only one is activated. The Manage Action Dates screen is displaying events and follow-up activities that are both active and inactive. Resolution: The code has been change so the Manage Action Dates screen only displays active events and follow-up activities.
SUG-546	Vendor	Compliance Investigation	Issue: When trying to issue compliance buy benefits to a breastfeeding woman on the Compliance Buy Benefits screen, a standard error message was displayed. The user was able to issue compliance buy benefits to a pregnant woman. Object reference standard error messages were received when attempting to add formula for an infant and when attempting to edit cheese for a pregnant woman. Resolution: The state business rule DEFAULT_FOOD_PKG_BF contained a value of "11", and there was no food package defined in the FoodPackage table for this value. All database scripts have been updated to reference the correct FoodPackageID in the FoodPackage table. This was corrected with the Vendor enhancements that redesigned the Compliance Buy Benefits screen. The object reference standard error messages have been resolved. The system was checking for special prescriptions on certain food items, but compliance buys do not have the same data as regular food prescriptions. The system has been modified to no longer check for special prescriptions when determining compliance buys. For non-EBT clinics, compliance buys are now handled through the Compliance Investigation screen.
SUG-547	Vendor	Letter Sent	Issue: When attempting to record that a Notification to Food Stamps Letter had been sent on the Letter Sent screen, a standard error message is displayed notifying the user that the letter has been routed to the default printer. Resolution: This issue was resolved with the changes made in the Vendor enhancement for the Create New Template screen and the Send Form Letters screen, VND-1 and VND-37.
SUG-718	Vendor	Event Log Application Wizard and Vendor Online Application	Issue: When a new applicant is entered using the Application Wizard, the Applicant event does not display in the tree list on the Event Log screen. There is no record of the application event after completing the Application Wizard and returning the signature page. With the removal of the Application Wizard, the Vendor Online Application would display a standard error message when a terminated vendor was completing the Vendor Online Application. The address failed to load when an event was added for either terminated vendors or applicant vendors. Resolution: The address/contract data was stored in the database in a different format than was expected by the system. The Vendor Online Application was modified so that it does not matter if the columns in the database are uppercase, lowercase, or mixed case. Additionally, a vendor can now be terminated and then a new Applicant event can be added. The Applicant event takes the user through all the screens of the Vendor Online Application, and then it adds the Contract Issued follow-up activity.
SUG-933	Vendor	Disqualification	Issue: When a vendor has its stamp terminated and is given a future disqualification date on the Disqualification screen, the system disqualifications the vendor on the current system date. The vendor should not be disqualified until the date specified on the Disqualification screen. Resolution: The code has been changed to put the vendor in a pending disqualification status. End of Day processing changes the status to disqualified on the date entered by the user. PendingDisqualification has been added to the Reference Dictionary to track the status.
SUG-1047	Vendor	Application Wizard and Vendor Online Application	Issue: When a new Application Wizard follow-up activity was performed, the user reached the end of the Application Wizard screens, clicked Finish, and received a standard error message. Resolution: This issue cannot be recreated because the Application Wizard is no longer part of the Vendor application. It has been replaced with the Vendor Online Application.
SUG-1054	Vendor	Food Pricing	Issue: The order of the items on the Food Pricing screen does not match the order of the items from the price survey. The change to group food by Base Food Category rather than Distribution Item was the result of the Vendor Online Price Survey application modifications for the Vendor enhancements. Resolution: Because of the modifications made for the Vendor enhancements, the Price Survey is now an online application. On the Food Pricing screen, the data grid is initially sorted by BaseFoodCategoryID, PriceSurveySortValue, and FoodDistributionItem descriptions. The user can now click on the column heading to further sort by individual columns.
SUG-1109	Vendor	The Integrity Profile (TIP) File (Output)	Issue: The number for total redemptions on The Integrity Profile (TIP) File (Output) for vendors is always lower than the total amount of redemptions reported by the bank. Currently, the bank redemption total is calculated by adding the total redemptions by vendor on the bank paid date and the federal fiscal year. Resolution: This issue was resolved with the changes made in the Vendor enhancement for The Integrity Profile (TIP) File (Output), VND-11.
SUG-1135	Vendor	Monitoring Visit	Issue: The user is unable to print both the owner and corporate letters from the Monitoring Visit screen. Instead, only one letter is printed, and the user must close the event, reopen it, and then print the other letter. Resolution: A single Letter Sent follow-up activity should occur after print is clicked on the Monitoring Visit screen regardless of the number of letters actually generated. The Letter Sent follow-up activity is not saving this information properly. The code has been changed so that both the owner and corporate letters can be printed from the Letter Sent follow-up activity.
SUG-1258 / SUG-1311	Vendor	Demographics	Issue: Information was added or modified on the Page2 (Demographics) screen or the Page3 (Demographics) screen. Afterwards, the Page1 (Demographics) screen was accessed, the user clicked Edit and edited the owner information. A standard error message was displayed with the text: "Index 0 does not have a value." When the corporate owner name has been changed, it is not updated on the Page1 (Demographics) screen in the vendor's folder. Resolution: Following the modifications made for the Vendor enhancements, this issue could not be reproduced and is considered resolved by the Vendor enhancements, VND-45.
SUG-1312	Vendor	Application Wizard and Vendor Online Application	Issue: After completing a new vendor application through the Application Wizard, the Peer Group value entered during the application process does not display on the Vendor List screen. The Peer Group does display after searching for all applicants. Resolution: This issue has been resolved with the removal of the Application Wizard. The new Vendor Online Application has resolved this issue so long as a Contract Issued follow-up activity is added. When a contract is issued, the vendor's peer group displays on the Vendor List screen.
SUG-1313	Vendor	Page2 (Demographics)	Issue: The orange halos, used to prompt a user to fields requiring information, do not disappear from the Page2 (Demographics) screen and instead carry over to other tabs in the Vendor Folder. Resolution: The code has been changed so that when the required fields are missing and orange halos are displayed, it is removed once the field is repopulated and/or the user switches to another tab.
SUG-1466	Vendor	Batch	Issue: When adding voucher numbers on the Batch screen, a standard error message displays with the text: "Route element is missing." This is inconsistent with checking functionality as vouchers should be issued in the same manner as checks are for compliance buys. The data on the Batch screen is also not updating correctly when changes are made. Resolution: The code has been changed to check for the empty object that was causing this standard error message. The data now refreshes on the screen. The code was corrected to properly retrieve the data, clear the previous data, and populate with the new data.
SUG-1480	Vendor	Food Pricing	Issue: In the Vendor Folder on the Food Pricing screen, changes made to the data grid on the Price Survey sub-tab are not saved when the user switches between sub-tabs or tabs. Resolution: As per the new Vendor enhancements, the Food Pricing screen displays in read-only format. The new Vendor Online Price Survey application includes a Price List menu option that allows vendor managers to create a new price list on the Price List screen. As a result, the Food Pricing screen will no longer prompt the user to save as it is read-only.
SUG-1521	Reference Utility	Maintain Corporate Parents	Issue: When attempting to open the Maintain Corporate Parents screen, a standard error message displays with the text: "Index and length must refer to a location within the string. Parameter name: length". Resolution: Modifications made to the code during the Vendor enhancement process corrected this issue.
Recertifications
SUG-1623	Vendor	VND-053	The Vendor to Participant Ratio Report VND053 (Output) has been through a recertification process to correct format, data, DFDD content, and add minor clarifications as necessary.
SUG-1624	Vendor	VND-028	The Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output) has been through a recertification process to correct format, data, DFDD content, and add minor clarifications as necessary.
SUG-1732	Vendor	VND-021	The Vendor Summary by Peer Group Report VND021 (Output) has been through a recertification process to correct format, data, DFDD content, and add minor clarifications as necessary.
SUG-1733	Vendor	VND-022	The Action Date Due Report VND022 (Output) has been through a recertification process to correct format, data, DFDD content, and add minor clarifications as necessary.
SUG-1737	Vendor	VND-039	The High Cost Vendor Summary by Food Instrument Type Report VND039 (Output) has been through a recertification process to correct format, data, DFDD content, and add minor clarifications as necessary.
SUG-1738	Vendor	VND-027	The Food Instruments Redeemed within $5.00 of the Maximum Allowed Report VND027 (Output) has been through a recertification process to correct format, data, DFDD content, and add minor clarifications as necessary.
SUG-1739	Vendor	VND-029	The Food Instruments Redeemed within 85% of the Maximum Allowed Report VND029 (Output) has been through a recertification process to correct format, data, DFDD content, and add minor clarifications as necessary.

Release 2.14 Notes

DFDD

VND-1 / VND-38

VND-2 / VND-39 / VND-47

VND-4 / VND-5 / VND-49 / VND-50

VND-6 / VND-52

VND-7 / VND 53

VND-8 / VND-30 / VND-31

VND-9 / VND-57

VND-10 / VND-33

VND-11

VND-12 / VND-34 / VND-35 / VND-36

VND-13 / VND 55

VND-14 / VND 59

VND-15 / VND 30

VND-16 / VND-51 / VND-54

VND-17 / VND-58

VND-18 / VND-60

VND-19 / VND-56 / VND-65

VND-20 / VND-61

VND-22

VND-23

VND-24 / VND-42

VND-25

VND-26

VND-27

VND-28

VND-37 / VND-46

VND-39

VND-40

VND-41

VND-43

VND-45

VND-48

VND-62

VND-63

VND-64

VND-66

SUG-120 / SUG-549

SUG-271

SUG-312

SUG-315

SUG-317

SUG-322

SUG-331

SUG-349 / SUG-357 / SUG-427

SUG-413

SUG-417

SUG-546

SUG-547

SUG-718

SUG-933

SUG-1047

SUG-1054

SUG-1109

SUG-1135

SUG-1258 / SUG-1311

SUG-1312

SUG-1313

SUG-1466

SUG-1480

SUG-1521

SUG-1623

SUG-1624

SUG-1732

SUG-1733

SUG-1737

SUG-1738

SUG-1739