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

Statement on time bonus / late penalty bug fixes

For some time c9 has included a feature where AR statements will offer a discount bonus for ontime payment / penalty for late payment.  There were rare but impactful edge cases and issues with how this was originally implemented; in part because of limitations in v4 / v5.1 debtor implementation. Original logic was carried over in v5.2 but better approaches are now possible.

The core issue is that c9 originally would assess if a condition is met by tallying up payment type txns in condition test period (i.e. calendar month after statement is created) and comparing to the figure on the statement. The main issue with this is the txns in question could be closed some other way : either by recording payments that backdate even those txns and / or manipulation or deletion of the txns on statement in first place.

This version of c9 implements a newer / better algorithm.

• Look at open txns and amount still owing on them at the start of the test period
• On those same txns note balance owing as of end of the test period
• The difference between the above the 'paydown' use this to compute test discount/penalty conditions instead of txns explicitly in the condition period.
• Before apply above, compare to what was originally recorded for open txn tally to recalculate amount owing. Ignore increases; amortize down, to zero if needed any varied decreases. so for example if original bal on open txns that make up a penalty on a statement are reduced  ( or removed), reduce the condition and effect accordingly first.

Other Tweaks and fixes

• warranty job invoice : was incorrectly printing warranty alert on jobs which had been picked up as warranty but then cancelled and revert to normal job. Now fixed
• Toro edit part : F6 change part with toro would not work correctly with toro's unusual part numbering where dashes are relevant. Attempts to save a part could result in wrong part being updated with toro only when contending with dash part number rules. Now fixed
• Date range widget: would misbehave on some screens, such as create BAS. When clicking on BAS, date widget would reapply the selected 'shortcut' option overriding any dates manually inputted first. Fixed to not do this.
• Terms and conditions tweak: to help with transitioning new owners of a shop we need new owners to accept T&C. The logic in c9 that validates this was a bit broken. Tidied (check T&C version and acceptance).
• Parts on order on deal. For parts where preferred supplier is not a franchise, when deal is saved to be ordered later, the later ordering would incorrectly place parts on order under the OEM, not the preferred supplier. Now fixed
• i-motor : add accessible option to allow all units to be exported in setup screen
• attachments : make sure save attachment works via c9 remote. Disable open option if accessed via remote
• staff report: changing staff code would push result into aggregated <unknown> staff classifier in report. Tweaks so that the report will still partially disambiguate labour figures . Timesheeting records connect be connected to labour records but charged labour can be reported with original staff code.
• Scheduler : allow access to view job from modify scheduled task screen which in turn lets you access reprint job card
• Statements
  • Option to disable printing recent changes that print print statements where balance is zero but there are txns in period
  • Change wording for statements which are zero. Previous message about account being in credit is confusing / misleading
• Workshop invoices : option to show pricing as ex GST to accommodate a NSW insurer
• Modify deal : make sure an allocated plate on a new unit isn't on an existing deal or invoice already. Avoid incorrectly reused plates on deals.
• auto reconciliation tweaks
  • Nag user when they fail to input a supplier
  • When auto reconciliation triggers provide option to provide a more detailed breakdown to root cause
• OEMs on website. Change name and order
  • Previously could only be done by Barney now options in website tab in edit franchise to change name as displayed on website and change order relative to other oems.