Not yet released. ETA  May 19

Includes DB changes. You need to log all terminals out during upgrade.

Managing banks

There have been some rough edges with this for some time.  A system starts off with a bank 1-1200 and this is assumed to be main trading account. But if you configure additional banks these drop as sub codes, making 1-1200 a control code now. There are some consequences around this which are messy . This version of c9 introduces a heap of improvements:

• Define a default bank on a sub code : 1-1299 migrate all postings to 1-1200 to this new code
• Include this default bank in select bank screen. : Hide it though if custom banks are defined or if the default bank gl has a non zero balance
• Streamline bank rec for default bank ; always select an explicit bank now
• Setup screen : remove 'x' buttons as they are now redundant with bank select screen now being able to explicitly select default bank in select bank screen
• Make appropriate adjustments to bank rec, make sure balance sheet includes newly minted default trade bank code.

 

Bugfixes and Quality of Life Tweaks

• 100% line discount on spares was not saving correctly, on pickup stage of reserve would rewrite as 99.99% : now fixed
• Finance Settlement with a AP flagged finance company : was broken and would show wrong figures on screen. Normal convention of using AR worked fine, just AP only a problem.  Now fixed for both.
• Spares Point of sale :  make Loc column longer
• All lists : provide a visual indicator if column content is clipped. e.g:
  
• BAS  Guardrail Refinements
  • Initial computation of 4 (copy of W2) broken. It is supposed to copy w2, but it's behaviour was quite damaged and difficult to predict what it would store. Now fixed. Broken with recent introduction of guardrails, previously was fine.
  • Memorise payroll limit setting on each bas. Previously would default to last month of bas period always
  • Orange highlights on Payroll figures (W1,W2,4) : do not highlight when underlying payroll figures are zero : assume payroll is managed elsewhere
• Aged Balance /Historical Aged : make sure negative sign is shown on aging % for relevant columns
• Availability / Leave  : Do not allow records where no day/time/DOW is set : allowing it blows up scheduler and it has happened enough times now it deserves a strict guardrail
• General Ledger Control Code Posting : c9 being loose in design allows posting to control codes. Almost always though this is unwanted, this version of c9 includes locks to guard against this. The lock is configurable in same place bas/gl locks are configured. By default with this version you cannot post to a control code whose balance is zero: this default setting should discourage practice and for dealers who use it, they will not be immediately impacted by this tightening of rules

Other

• TxnEngine update : allow rearrange lines on a journal post. Needed for reorganising workshop line items in 5.3. Non functional impacts on v5.2