This page contains the technical release notes for version 6.3.0. For a summary of changes introduced by this release.
Follow the links below to jump to notes on specific features.
Contents
Accessory Adjustment Updates
JIRA Reference | Scope | Story Description |
AMP-606 | Accessory adjustment reason code Settings | LPs can now add an Accessory Adjustment Reason Code from the Settings tab in the Products module. |
AMP-517 | Specifying a Reason code when adjusting the inventory count of Accessories | When adjusting the inventory count of accessories, LPs can now specify a reason for the adjustment using the Accessory Adjustment Reason Code. |
AMP-516 | Adjustment Log modal changes | Reason column has been added to the Adjustment Log modal, and the CSV file has been updated to include the Adjustment Reason column. |
Product Pricing
JIRA Reference | Scope | Story Description |
AMP-557 | Add start and end dates to Sale Price | LPs can now configure a Start Date and End Date when configuring a Sale Price in the SKU’s Client Sales Setup.
The following reports are set to display the SKU retail price at the time of placing the order.
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AMP-561 | Exempt a patient from sale prices if they belong to a specific Sales Channel | LPs can now manage who is eligible for sales pricing by excluding selected Sales Channels
SeeGuide in Appendix |
AMP-562 | Product Price Import tool | Added the ability to update Product Pricing in bulk.
A new permission called "product_price_import" has been added to support this functionality. This permission is automatically added to users with Admin security role. |
AMP-558 | Historical Product Price Report | A new report is created, which is a snapshot of product/SKU prices, for any Selected Historical Date, so LPs can validate pricing. |
Discounts
JIRA Reference | Scope | Story Description |
AMP-216 | Allow archiving of expired Discount Types | Allows the LP to archive Discount Types that are no longer in use. Archiving a Discount Type does not automatically archive Discounts associated with it.
When a Discount Type is associated with an active Discount, the system will prevent archiving of the Discount Type. |
AMP-215 | Add start dates to Discounts | LP can now set a Start Date on discounts so they can pre-configure discounts.
Patients will not be able to use discounts outside of the period assigned. |
AMP-64 | Prevent Shipping discounts from over-applying | Fixed a bug in the application where applying multiple shipping discounts, or a shipping discount with policy coverage, exceeds the cost of shipping charged to the patient. |
AMP-67 | Add Shipping Discount to Sales Reports | Adds a column in the Sales Report and Sales Report v2 to indicate the amount of discount applied to Shipping. |
AMP-210 | Apply discount restrictions to specific products | Added the ability to apply discounts to a specific selection of products so that LPs can limit the discount to only those items. |
AMP-213 | Enforce validation on checkout codes | Previously, clients could enter a Checkout Code in the Portal and apply it without restrictions.
Now, once a patient enters the Discount Code, the system validates against the Discount Configuration before applying the discount to the order. |
AMP-626 | Update Usage Notes of Discounts | The Usage Notes in the Discount module has been updated to include new updates. |
Declared mg of THC
JIRA Reference | Scope | Story Description |
AMP-166 | Record Declared mg of THC of Received Inventories – Packaged | The Declared mg of THC for Packaged Received Inventories will now be displayed in the SKU > Inventory tab.
This value will be displayed for all Cannabis products that are required for CRA reporting, which excludes Dried.
The calculation of values will depend on if the SKU is set to use potencies on the lab report, Client Sales Setup, or declared mg. This value will reconcile as bottles are sold, destroyed, reverted, cased, reclaimed, or returned, etc. |
AMP-165, AMP-281 | Record Declared mg of THC of Packaging Runs | The Declared mg of THC for Packaging Runs will now be displayed in the SKU > Inventory tab.
This value will be displayed for all Cannabis products that are required for CRA reporting, which excludes Dried.
The calculation of values will depend on if the SKU is set to use potencies on the lab report, Client Sales Setup, or declared mg. This value will reconcile as bottles are sold, destroyed, reverted, cased, reclaimed, or returned, etc.
See Known Gap below – CRA reporting |
AMP-167 | Manually edit/set Declared mg of THC | LPs can now modify the Declared mg of THC of both Packaging Runs and Received Inventories.
To facilitate the feature above, new permissions were created:
These new permissions are automatically assigned to anyone with an Admin security role.
Once Declared mg of THC is modified, the value will not change regardless if LP changes the Potency Setting Selection of the SKU. The only way to update the value is to modify it again. |
Client Registration Updates
JIRA Reference | Scope | Story Description |
AMP-566 | Change the default option for Gender | The default option for Gender has been changed to Undisclosed. |
AMP-83 | Native Status ID | When the Native Status flag is selected in a client registration, LPs now can provide the Native Status ID. The client will also be exempt from all taxes.
The Order Receipt has also been updated to display the Native Status ID. |
AMP-147 | Overlapping Renewal and Amendment Requests | This change ensures that a client will not have Amendment and Renewal active on the same registration, which will prevent issues when filling out the forms in the Portal.
Scenarios:
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Policy Receipt Updates
JIRA Reference | Scope | Story Description |
AMP-481 | Change Date of Order to the date the order is Placed | The Policy Receipt will now display the date the order was Placed rather than the date the order was Created in the Date of Order field. |
AMP-711 | Use Order Placed date as the basis of Prescription Periods | When enabled, the Prescription Period can use the Order Purchased On date as the basis instead of the Anticipated Delivery Date.
The First Date of Sale field will also use this logic, in the following documents:
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Shipping Updates
JIRA Reference | Scope | Story Description |
AMP-554, AMP-526 | Show Order info in the shipment batch | The Order ID, Carrier, and Shipped on Date will now be displayed when orders are added to a shipment batch. |
AMP-706 | Prevent shipment batches from allowing multiple carriers | Shipment batch is now limited to only one carrier. |
Reports
JIRA Reference | Scope | Story Description |
AMP-747 | Prescription Tracker | The Verified On column, which displayed the date and time in UTC, will now display the date and time based on the system’s time zone. |
AMP-750 | Unshipped Orders | LPs can now use the Start Date and End Date parameters to filter the report. These parameters remain optional. |
AMP-569 | Product Inventory Breakdown v2 | The QA Status column has been added to the report. This column will display the status of the Bulk Lot. |
AMP-629 | Product Sales | The Price column has been renamed to Retail Price. |
AMP-351 | Plant Movement | Adjusted the End Date parameter to the end of the day, so that all plants moved on the same date as the End Date will be included in the report. |
AMP-516 | Accessory Adjustment Report | A new report has been added to the Inventory tab.
This report will list adjustments made on all Accessories SKUs in the period chosen.
Required parameters: Start Date and End Date. |
AMP-274 | Last Date of Sale Report | Optimized reports to generate faster.
The Last Date of Sale column, which displayed the date and time in UTC, will now display the date and time based on the system’s time zone. |
Minor Features/Updates
JIRA Reference | Scope | Story Description |
AMP-702 | Limit reclaiming bottles with Delete option outside of current month | Users will no longer be able to Reclaim or Delete bottles packed outside of the current month to prevent reporting issues.
Users can still do the following:
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AMP-484 | Packaged On date on Inventory > Packaging Runs | Previously, the Packaged On column in the SKU > Inventory tab > Packaging Runs sub-tab would change when the user updated the time zone on their device, causing date discrepancies.
The Packed On column is now converted to date format, instead of date & time format to avoid this issue. |
AMP-423, AMP-81 | Editing Notes | When editing a note, a new label Last Updated By "User" and "date/time" will now be displayed in the Edit Note modal. |
AMP-150 | Expose Order Transaction Logs to end users | Order transaction logs will now be displayed in the application to give LPs more visibility.
A Transaction Logs tab will be displayed in the Orders module which will display all transaction logs for all orders.
Within an order, a Transaction Logs tab is also added which will display logs specific to that order.
Note that when searching for logs using Client ID, only new orders placed after deployment will be visible since this is a new column in the database. |
AMP-265 | Picking List | The Picking List has been revamped to display a more organized summary. |
AMP-194 | Refill Orders | A new Reorder option is now available in the Order Overview page. This will allow CSRs to place a replica of the previous order, provided that there is stock availability. |
AMP-538 | Add Received Inventory field in the Shipment Overview | When a shipment case originates from received inventory, the Received Inventory ID number will now be displayed in the Shipment Overview > Line Items section. |
AMP-33 | Convert wholesale columns used as dates from timestamp to date | A shipment’s Shipped Date and Delivery Date have been changed from date & time format to date format, preventing the dates from shifting due to time zone differences. |
AMP-381 | Prevent archived and disabled users from logging in Client Portal | Client accounts that have been archived or disabled on the Client Overview page will no longer be able to login the Client Portal.
Note that changing registration to Disabled status does not work the same way. |
AMP-688 | Sort product terpene profile by potency | The Terpene Profile section in a Product Detail page will now be sorted based on potency, from highest to lowest. |
Security and Performance Improvements
JIRA Reference | Scope | Story Description |
AMP-507, AMP-674, AMP-652 | Improve speed of Productions and Bulk Lots index | Cached Packaged Weight and Unpackaged Weight values in a materialized view in the database, to help improve the load time of Production and Bulk Lot Index pages. |
AMP-682 | Improve speed of bulk lot selection on Wholesale | Improved the speed of displaying Bulk Lots when receiving inventory and creating an Unpackaged Sales Order. |
AMP-428 | Reduce Sales Order data being pulled when editing a Vendor | When editing a Vendor, the data being pulled for Incomplete Sales Order has been reduced to minimum, to help improve the load time. |
AMP-662 | Security - Use of components with known vulnerabilities | The moment.js library has been updated and is now being installed via NPM rather than Bower.
The main dashboard has been slightly redesigned to accommodate the replacement of Highcharts with Chart.js. |
AMP-683 | Security – Fix SQL injections in sort/order parameters | Removed all remaining instances of completely invalidated string interpolation when ordering database results in controllers. |
Bug Fixes
JIRA Reference | Scope | Story Description |
AMP-260 | Fix duplicate destruction entry when concurrent requests are made | System now locks the bottles that are in process of destruction to avoid duplicates. |
AMP-741 | Fix Sales by Line Item report duplicating amount on GST column | Fixed issue where if the shipment is fulfilled from different bulk lots, the GST column will display the same amount on each Bulk Lot row.
The GST column is now divided into Bulk Lot rows. |
AMP-692 | Add migration to reserialize Easypost shipment trackers | Upon executing the new migration, orders and shipments created in a version of Ample older than 6.1 should appear correctly in the Weekly Shipping tab. |
AMP-616 | Remove extra Retained Sample Weight column in Bulk Lot Weight Transfer modal | Removed an extra cell being displayed when viewing a list of destination bulk lots in the weight transfer dialog causing the columns to shift. |
Assumptions, Risks, Dependencies & References
Appendix: Assumptions
ID | Summary | Description |
A-001 | Base SKU Sale Price | When a Sale Price is previously configured on a SKU, the SKU will remain on Sale until Sale Price Start and End Date is configured. |
A-002 | Historical Product Price report | Since this is a snapshot report, the report cannot be generated on the day the new version is deployed on the LP’s environment. The report will be available the next day. |
Appendix: Known Gaps
ID | JIRA Reference | Summary | Description |
G-002 | CRA report – Declared mg of THC | The CRA report is yet to be updated to include the Declared mg of THC of the non-Dried products. |
Guide – Sale Price exemption of a Sales Channel
You can now configure and prevent customers belonging to a specific Sales Channel from viewing the Sale Price of a product in the S2S app. Listed below are possible scenarios that you will come across and their expected results.
The green arrow means the customer can see the product sale price and the red arrow means the customer cannot see the product sale price.
Constants:
VAC Sales Channel - Exempt from Sale Price
General Sales Channel - not Exempt from Sale Price
Scenario 1:
VAC C is in VAC Sales Channel
General C is in General Sales Channel
Product A & B in both Sales Channel
Expected Result:
VAC C should NOT be able to see Sale Price of Product A & B
General C should be able to see Sale Price of Product A & B
Scenario 2:
VAC C and General C in both Sales Channel
Product A is in VAC Sales Channel
Product B is in General Sales Channel
Expected Result:
Both VAC C and General C should NOT be able to see Sale Price of Product A
Both VAC C and General C should be able to see Sale Price of Product B
Scenario 3:
VAC C and General C in both Sales Channel
Product A & B in both Sales Channel
Expected Result:
Both VAC C and General C should NOT be able to see Sale Price of Product A & B
Scenario 4:
VAC C is in VAC Sales Channel
General C is in General Sales Channel
Product A is in VAC Sales Channel
Product B is in General Sales Channel
Expected Result:
VAC C should NOT be able to see Sale Price of Product A
VAC C should NOT be able to see Product B (diff Sales Channel)
General C should be able to see Sale Price of Product B
General C should NOT be able to see Product A (diff Sales Channel)
Guide – Record Declared mg of THC
The table below shows the formula used in calculating the Declared mg of THC based on the Potency Setting selected in the Client Sales Setup of the SKU and the unit of measurement.
Product Type | Potency Setting | UoM | Formula |
Extracts – Ingested | Lab Report | mg/g | Formula: Total THC * EA Net Weight * EA Units
Sample Computation:
Total THC: 13 mg/g
EA Net Weight: 18g
EA Units: 15
Total THC on SKU Inventory: 3510 mg |
Extracts – Ingested | Lab Report | mg/ml | Formula: Total THC * EA Net Volume * EA Units
Sample Computation:
Total THC: 10 mg/ml
EA Net Volume: 20ml
EA Units: 15
Total THC on SKU Inventory: 3000mg |
Extracts – Ingested | SKU Default | mg/g | Formula: THC Total mg/g * EA Net Weight * EA units
Sample Computation:
Total THC: 12 mg/g
EA Net Weight: 30g
EA Units: 15
Total THC on SKU Inventory: 5400 mg |
Extracts – Ingested | SKU Default | mg/ml | Formula: THC Total mg/ml * EA Net Volume * EA units
Sample Computation:
Total THC: 12 mg/g
EA Net Weight: 30g
EA Units: 15
Total THC on SKU Inventory: 5400 mg |
Extracts – Ingested Discrete | Lab Report | mg/unit | Formula: Total THC * Discrete unit per EA unit * EA Units
Sample Computation:
Total THC: 10 mg
Discrete unit per EA unit: 10
EA Units: 15
Total THC on SKU Inventory: 1500mg |
Extracts – Ingested Discrete | SKU Default | mg | Formula: Total mg per Discrete unit * Discrete unit per EA unit * EA Units
Sample Computation:
Total THC: 15 mg
Discrete unit per EA unit: 10
EA Units: 15
Total THC on SKU Inventory: 2250mg |
Extracts – Inhaled | Lab Report | mg/g | Formula: Total THC * EA Net Weight * EA Units
Sample Computation:
Total THC: 14.897 mg/g
EA Net Weight: 20g
EA Units: 15
Total THC on SKU Inventory: 4469.1 mg |
Extracts – Inhaled | SKU Default | mg/g | Formula: THC Total mg/g * EA Net Weight * EA units
Sample Computation:
Total THC: 3.466 mg/g
EA Net Weight: 10.123g
EA Units: 15
Total THC on SKU Inventory: 526.295 mg |
Extracts – Inhaled Discrete | Lab Report | mg/g | Formula: Total THC * EA Net Weight * EA Units
Sample Computation:
Total THC: 14.275 mg/g
EA Net Weight: 10g
EA Units: 15
Total THC on SKU Inventory: 2141.25 mg |
Extracts – Inhaled Discrete | SKU Default | mg/g | Formula: THC Total mg/g * EA Net Weight * EA units
Sample Computation:
Total THC: 2.674 mg/g
EA Net Weight: 10.129g
EA Units: 15
Total THC on SKU Inventory: 406.274 mg |
Extracts – Other | SKU Default | mg/g | Formula: THC Total mg/g * EA Net Weight * EA units
Sample Computation:
Total THC: 10 mg/g
EA Net Weight: 20g
EA Units: 15
Total THC on SKU Inventory: 3000 mg |
Extracts – Other Discrete | SKU Default | mg/unit | Formula: THC Total mg/unit * Discrete unit per EA unit * EA units
Sample Computation:
Total THC: 10 mg/unit
Discrete unit per EA unit: 5
EA Units: 15
Total THC on SKU Inventory: 750mg |
Topicals | Lab Report | mg/g | Formula: Total THC * EA Net Weight * EA Units
Sample Computation:
Total THC: 89.9765 mg/g
EA Net Weight: 50g
EA Units: 15
Total THC on SKU Inventory: 67482.375 mg |
Topicals | SKU Default | mg | Formula: THC Total mg * EA units
Sample Computation:
Total THC: 9 mg
EA Units: 15
Total THC on SKU Inventory: 135 mg |
Topicals | SKU Default | mg/g | Formula: THC Total mg/g * EA Net Weight * EA units
Sample Computation:
Total THC: 9 mg
EA Units: 15
Total THC on SKU Inventory: 135 mg |
Topicals Discrete | SKU Default | mg/unit | Formula: THC Total mg/unit * Discrete unit per EA unit * EA Units
Sample Computation:
Total THC: 1.5 mg/unit
Discrete unit per EA unit: 5
EA Units: 15
Total THC on SKU Inventory: 112.5mg |
Topicals Discrete | SKU Default | mg/g/unit | Formula: THC Total mg/g/unit * SKU Net weight per discrete unit * Discrete unit per EA unit * EA Units
Sample Computation:
Total THC: 1.5 mg/g/unit
EA Net Weight per Discrete unit: 1g
Discrete unit per EA unit: 10
EA Units: 15
Total THC on SKU Inventory: 225mg |
Edibles Non-Solids | SKU Default | mg | Formula: THC Total mg * EA units
Sample Computation:
Total THC: 10 mg
EA Units: 10
Total THC on SKU Inventory: 20mg |
Edibles Non-Solids Discrete | SKU Default | mg | Formula: Total THC per EA unit * EA units
Sample Computation:
Total THC: 2 mg
EA Units: 2
Total THC on SKU Inventory: 4mg |
Edibles Solids | SKU Default | mg | Formula: THC Total mg * EA units
Sample Computation:
Total THC: 7 mg
EA Units: 15
Total THC on SKU Inventory: 105mg |
Edibles Solids Discrete | SKU Default | mg | Formula: Total THC per EA unit * EA units
Sample Computation:
Total THC: 100 mg
EA Units: 15
Total THC on SKU Inventory: 1500mg |
Notes
When the Potency setting is changed, if a Packaging Run or Received Inventory’s Total THC is not manually edited, then the value will change based on the selection. If the value has been manually edited previously, then the value will not change regardless of the potency setting selected.
Received Inventory will follow the same rules/calculations as Packaging Runs.