Includes database changes, you need to log all terminals out during upgrade

Fixes and tweaks

• Bugfix with recent memory optimisation changes for EPC importing. Was breaking will nullpointers with Curated suzuki and high resolution image option. Now fixed
• Select spares quote
  • Optimised database performance a bit
  • Add a order number /customer name filter on screen
• F2 find part
  • highlight parts with a notes icon which have notes
  • Description filter also filters notes (both stock and master file notes)
• Unit invoice tweaks
  • Capitalise Hours to make it consistent with other printed fields
  • Recipient invoices : print odo/hours if recorded
• make sure activity screen refreshes correct after a GL posting change, e.g. such as changing the posting date.
• Contract of sale particulars : print middle name if set.
• Cash till : add a refresh button to reload txns incase txn changes were made on a different screen.
• browse dealer unit screen can be slow. Make it faster with some DB optimisation (non materialized views: make sure works on sold tab especially)
• Payment : allow consumption of customer deposits, but in some strictly limited cases.
  • Funding of additional unit / workshop / spares deposit
  • AR and AP payments
  • Only permit this if there is sufficient balance to fund the txn in full
• Job part pick list : print some job particulars in printout header (job #, customer and unit)
• AusPOST integration, was not forcing states into correct form (all uppercase) on creating shipment record, causing AusPOST system to whinge. Now fixed.
• Unit invoices : itemise tax invoice items directly beneath the unit they are linked to, not below all units.
• Bugfix with missing important unique record constraint on a key database table in c9 (c9 configuration file prop). Suspect this problem goes all the way back to the pre java/pre postgres migration on old c9 v3 to v4. Problem is only present for a couple of clients how have 15+ years of history with c9

Couple of fixes

• Bugfix with deposit report. Very last entry on report might reprint on report duplicating tallies in some circumstances. Now fixed
• Visual change to Configure Email / SMS screen. Make it obvious that changing SMS sender ID may require pre-registration to help contend with sudden and undocumented rule changes our SMS provider just foisted on all their clients, including us.

Tweaks and fixes

• Miner standard historical on floor report; broken
  • if you tried to modify/ customize the report it would result in an NPE exception. cause is a hack in original report to make it cope with scenario of a unit on floor before day x but either not sold at all or sold on after X
  • Defined a new query rule to help with above for date filtering.  >=1.1.2023 means date is after 1.1.23 but new filter >=*1.1.2023 means either after 1.1.23 or not set at all
• Clerk key : recent clerk check must be enabled change broke c9 internal master clerk key we use for support work. Now fixed
• Supplier Payment remit advise. For bulk payments the reconcile list would erroneously include txns from other suppliers in same bulk payment operation. Tweaked to make sure remit list is strictly the supplier in question
• deals type search by deal id
• supplier returns, distinguish parts set for return vs parts returned vs parts invoiced
• View spares invoice and refund deposit. Option to refund to customer as a on customer deposit/store credit accidentally lost on migration from 5.1 to 5.2. Now fixed.

In an effort to minimise an uptick in cyber scams, relevant industry bodies are now implementing new requirements and restrictions on SMS traffic.

Specifically there are new constraints on  SMS 'from' address of SMS messages sent by systems like c9.

Generally

1. the from address needs to accurately reflect the sender of the message
2. from addresses used need to be registered with appropriate bodies

Step 2, c9 will take care of. Step 1 is something you'll need to make sure you are compliant. In service of these new requirements c9 may intervene and reset /disallow any from addresses which do not meet require valid usages.

What you need to do?

Check your from address in c9. It needs to accurately represent your business or service, shortened / concatenated names are fine.

The following are examples of things which are no longer okay

• Using the default value 'business'
• using instructions, like 'donotreply'
• Using 'c9' as from address ( we appreciate the shout out but it needs to represent the name of your shop, not us)

To configure. In c9 goto setup -> other settings ->  magician/sms/email.  Email / SMS settings you'll find from SMS configured here.

Example result will have from SMS like so:

 

 

Trying to track down a misbehaving Adjust ORC screen. Some tweaks:

• On Adjust ORC Show unit and invoice particulars being adjusted
• Low level database refetch on select record. Suspect issue is concerned with this.

Will include DB changes, you'll need to log all terminals out during update

Tweaks and Fixes

• Miner, some miner field queries broken, like curtailed $ on units. Now working (internal field length limit increased)
• Deposits held report. Said it reported on giftcards but was not working. Now fixed
• Bugfix : under some circumstances a counter spares order would misreport the customer in orderbook (root cause, order would be incorrectly associated with a job or deal bc the operator started associating the order with that job/deal but then changed their mind, and the job/deals current customer would be displayed in the orderbook from there onwards)
• Sync web orders from Neto (like Shopify)
  • configured in biz -> website -> settings -> integration tab.
  • Similar behaviour to shopify. Auto syncs orders down.
• Spares Invoice : recent change to cope with long part nos exposed an unwanted issue with color 'bleed' from previous line (e.g. red discount figures) into part description. Now fixed
• Part input into point of sale. If part is not found but ends with *[1-3 numbers], try it without this and see if it finds anything. CF-Moto barcodes printed on boxes have an extraneous asterisk and digits at the end.
• Miner : add query / export for sales leads
• Include invoice to/delivery to on unit invoices to try and make some finance companies happy.
• Debtors : statement conditions can be configured to trigger threshold tests. In time this will be extended to provide explicit due dates for invoices. More detail below
• Statements: option to make aging groups reflect above newly added statement condition threshold. So instead of hard printing overdue / overdue / 30 days, it can dynamically show 60 days / 90 days for accounts which permit extended terms. To be used by c9's own billing for dealers who have direct deposit arrangement with c9
• Refund deal deposit : ability to refund as deposit on contact was accidentally lost in migration to v5.2 : now restored here
• Next day settlement tweaks for cash till, allow configuration of settled funds to land on following day.

Next Day Settlement on cash count

A new option can be configured in payments. This option allows you to flag a payment instrument as settling indirectly so funds will not clear immediately. For example Tyro eftpos you settle funds at end of day but funds do not appear on your bank until the next workday.

In payment setup is new options:

When set, on cash till the txn will post to a new code (1-1300 : Banked Funds Clearing) then the next day a new journal is added which moves from 1-1300 to your bank.

Internally, c9 mashes it all into a single journal posting. The entire journal is considered to be posted on day it settles to bank, but two of the lines are fixed to day of cash till count.  You can move the txn around in bank rec, but the posting lines to your payment method will be hardwired to date the cash till screen was actioned and cannot be modified.

Note how some lines are dated 10th and some on 11th. ( c9 permits this in v5, as long as tallies for a any /all days in a post tally to zero).

Newly added GL code (1-1300 : Banked Funds Clearing) is included on balance sheet and is integrated into reconciliation report / realtime reconciliation checks.

Statement conditions for threshold Limits for debtors

Suppliers in c9 have a rich system for expressing default due dates. you can write "1st of next month" or "14th + 2 months" for example. This system can now be employed for debtor thresholds.  When enabled and set on a debtor it overrides the default behaviour of simple day limits.

Setup -> Main setup screen -> Cust 1  tab. enabled so:

On discounting/billing tab: