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

Not yet released. Tomorrow

More Remote access Changes

A new mechanism has been added to make it possible to flag a remote client as trusted, bypassing mobile check. This new option is accessed via setup -> other settings -> Remote Access Activity

Note that the toggle can only be performed by remote accessed locally. You cannot access toggle via a remote session.

Tweaks and fixes

• Part kits - have been heavily modified part of work on version 5.3. Functionally they generally should behave the same as before. The technical changes do modify some of the more obscure edge cases around part kits, e.g. what happens when parts in a kit supercede etc. Generally these updates should reduce edge cases around kit pricing etc
• Open Floorplan report - latest version contained a bug which broke floorplan filtering, such as show open floorplans on sold units. Now fixed
• Remote Access
  • In login user permissions is a new flag to allow / disallow remote access for the given login id. Enabled by default
  • Open webpage not working via remote access. Instead pop a window with web address in it
  • C9 internal remote support remote access required mobile verification when support username was used but otherwise would bypass. Now fixed.
• Bank Rec : make 3 day warning limit on save bank rec configurable, in main setup screen -> payments tab
• Browse Ldger : was incorrectly displaying 'Active' txns as 'Internal'. Now fixed

TODO : kit import. Use flat materialized view

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

Security changes to c9 remote access

In last 12 months we have received a couple of reports of inappropriate remote access to c9 from ex staff at the impacted dealerships.  To minimize risks this presents we have added a number of controls to help identify and deter such activity.

Part of this change all remote access requires SMS based 2FA verification. Remote access requires providing a valid Australian mobile number and then inputting a resulting security code sent to that number.  Note this requirement only applies to accessing c9 remotely only and is only requested once a day per client:dealer system. Non remote, in store access does not change with this update.

Specifics:

• Every access attempt generates a access report in spares -> utilities -> system reports, containing identifying information such as IP address, mobile number etc
• Remote access triggers alerts warning of monitoring
• Post login remote access requires an additional daily provision of mobile # and resulting access code to be fed into c9
• Future : c9 will provide a daily report alerting dealers of recorded remote access activity
• New option in setup to disable remote access to c9.

Other Tweaks and fixes

• Units / Deals
  • Unit rego input : force to uppercase on key screens
  • Open Floorplan report
    • New option to organise report by  trust provider
    • New option to sort report by trust receipt
  • Subtle bug with create new deal. New deal would invisibly inherit the registered owner of the last deal user looked at. Now fixed.
  • Browse deals and sales reps
    • add column for sales rep
    • allow filtering of deals based on sales rep. Memorise the sales rep filter setting
    • when adding new deal where deal has a salerep filter, default sales rep to the applied filter
  • Subtle bug with unit sales. Some sales cannot be rolled back if original sale was performed with very specific conditions ( sale contains some spare parts and during processing of sale, sale originally failed / aborted such as no ORC supplier selected, the error repaired and sale retried without closing sale screen). Fixed now. Any historical txns affected by this bug are also repaired and can be rolled back once this version of c9 is running.
  • Subtle bug with select unit. If you modify unit within select screen and change its reference when you bounce back to prior screen it can appear that unit has been duplicated but if you close out and come back in you'll only see the one unit. Fixed now to remove the appearance of duplication.
  • WA bulk registration form : updated
• Workshop
  • Multi Purchase Order Record. Wouldn't allow you input P/O's whose total value >999.99.  Now fixed.
  • Select unit for a dealership unit (such as for internal workshop job),  the 'deal unit' button at the bottom previously did nothing : now it toggles filter to units on deal
  • Complete job : disable send $ amount in SMS/Email alert for jobs flagged as warranty/bill dealership.
  • Mechanic only login, on completion of clocking loop back to asking for a new clerk key. Do not log c9 out entirely.
• Spares
  • Spares Return. Disable access to import as import result is inverted to a return; it is possible to land on return screen and not immediately realise you are processing a return.
  • Import price file. disable all import methods for franchises where pricefile was imported from the c9 repo.  Too many issues caused by dealers sideloading price files and stuffing it up. This change is intended to force workflows we require: if a repo is out of date, let us know/ let supplier know to get it resolved correctly.
  • Honda API integration : is getting an update. No functional changes but this should lay down ground work for eventual restoration of Magician checks for another future update.
• Other
  • Internally taxed coded gl entries do not actually post onto the GL. Modify their status so it is obvious they are internal and not active.
  • Various deposit history screens like workshop : button to access underlying posted journal
  • Aged Payables : a new detailed variant which lists all individual txns that compose aged payables report

Low level changes

• Some internal reworking as part of v5.3 (around stock valuation changes mostly). Main functional gain here for 5.2 is pricefile importing / specifically supers updates should be a touch quicker.