Bugfix with 5.2.28 and newly added adjust aging feature. Aging adjustment would not allow you to go ahead under some fairly common scenarios, now fixed. (Achieve required balance by using unallocated -ve txns in periods without explicit target balance goals).

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

• Tweaks and fixes
  • Payroll 2022 updates
    • Super rate set to 10.5
    • Disable <450 super threshold rule
    • Update and enable tax tables (only STSL has changed in 2022)
    • Payslip tweaks
      • Do not include FBT in net or gross tallies
      • Do not include garnish in  gross tally
    • Payroll  general ledger posting changes : c9 payruns will have a different construction from 2022 onwards. Instead of posting net and tax as expenses, the expenses posted will be gross salary figures only, but subdivided into salary, wages, commissions, and per diem. Tax /garnish etc will track as liabilities only. For purposes of historical consistency, any payrun before july 2022 performed with this version of c9 will still maintain older posting structure. Main purpose of this change is so that P&L c9 emits is a bit more polished, grouping payroll expenses on P&L in a more meaningful way.
    • Add / Modify leave : show dates with full 4 digits, to help guard against bad data entry being visually hidden. e.g. keying in 2122 instead of 2022 granting someone 100 years of sick leave but not being visually obvious this is what is happening bc all you see on key screens is 22
    • Long standing typo fix on edit payrun : "Staff" instead of "customer" on print payslip button
  • Bills and transactions
    • Supplier bill split payments. Add and manipulate split due dates for big suppliers. either in add txn you can split payments, or modify txn (for non txn bills such as spares receival). See screengrabs below
    • View transactions : displayed reference is both txn reference and line reference
    • Modify txn. Allow modification of line reference here as well as txn  reference
  • Modify txn : if you modify a txn which is a sale and on account, c9 would always nag to use deposit if any.  Now only nag for new txns or modified txns which previous were not active
  • print a4 spares : accomodate a -ve refund/exchange value greater than 10,0000. Previously prints as hashes ####. Now fixed
  • Bank Rec
    • Increase size of reference
    • For cash till, set reference to also include the payment instrument and till #. Not just the word 'banked', for easier bank rec
  • PPSR report : suppress raw report page by default
  • Low level systems fix : restore from backups can take a long time with v5 because of bad DB stats and that v5 contains alot of materialized views that require repopulation: tweak restore so it forces a stats refresh before redoing materialized views
  • Fitment finder : for franchises where dealer initially used remote EPC but then switched to locally installed EPC the fitment finder would always return error, as it would try to do a remote EPC lookup even though remote EPC is no longer in play. Now fixed
  • spares receival label and a4 printout.
    • Labels : print ordernum with phonenumber if ordernum is set (to help with web orders)
    • Labels and a4 : print 'OP' and instead of 'SP' for weborders (OP being online parts sales)
  • Low level v5 changes : mostly in part to support 5.3 work. But two things relevant for 5.2
    • rewrote DB layer constraint trigger : faster, simpler, better error reporting, improved constraint checks. Constraint triggers main job is to protect more complex invariant on the database layer itself, such as GL trial balance always tallying CR and DRs the same.
  • Added an aging adjusment feature : view transactions : adjust aging. It works a bit differently to how this sort of hing is handled in past where we would post new txns to force aging to values we want. Instead new system juggling allocations of payments to bills to arrive at desired aging. So no requirement to post anything to general ledger in order to arrive at desired aging figures.
  • Add/Modify rebate : display / allow user to toggle whether or not the rebate is to be included in profit figures for that unit
  • View contact : parts on order. Added view part/view invoice buttons on this tab
  • 5.2 regression fix : on workshop jobs, completed but fully deposited jobs would colour code purple.  Behaviour was accidently lost on moved to 5.2. Readded

Tweaks and fixes

• EPC Importing
  • Tweaks on Mojo side broke Mojo importer. Now working again. ( http client cookie mgmt, prob some server side changes impacted things )
  • Got Vespa working
  • BRP spyder not importing : failing on diagrams where there is no image. Now fixed
• WPS integration tweaks
  • Tweaks wording on old SOAP order export to encourage users to switch to new
  • WPS Rest pricefile import : force any parts not seen but on c9 masterfile to be NLA to facilitate some changes WPS are going to make soon (they will soon not send NLA parts via pricefile import where previously/currently they are)
  • WPS Old SOAP pricefile import: wording to encourage switching to new REST
• Cash till print detailed report : filter potentially sensitive txns such as payruns, journals & adjustments.
• Add transaction: select txns to pay off. Cope with txns with a mix of directions for management of manually allocated accounts. Used to mostly work this way with 5.1, but not quite implemented in 5.2 Now fixed
• Modify Unit : tweak wording so obvious on cost tab totals are provisional only
• WA Paperwork: added latest bulk registration form
• v5.1 created rebates cannot be modified in v5.2, results in journal error.  Now fixed

• Tweaks and Fixes
  • Payroll tweaks
    • Working holiday maker : force medicare tax lines to be removed.
    • Readded foreign resident (non resident) and appropriate tax tables that was removed during transition to STP Phase 2
  • Browse unpaid bills : was incorrectly showing deleted txns as bills to pay. Now fixed
  • Deals -> Cancelled deals. Add button to allow access to deposit history in order to dig into deposit movement on abandoned deals
  • Instruments + Tills tweaks
    • Fix promised in 5.2.20 to sort out cash till detail report with tillnos > 1 didn't work. Now fixed here
    • Tweaked regeneration of general ledger chart names to auto regenerate & backfill till names for tillno 2 upwards as well
  • Rebates : option to exclude a rebate from unit profit reporting. Some rebates may need to be tracked against a unit but dealer may not wish to attribute income directly to sale of the unit.
  • Unit deals : if you click add deal but then click cancel in modify, c9 will not log the deal as a cancelled deal. Tweaked to log deal as cancelled to create a more detailed log of changes.
  • Receive spares onto account : would not set the duedate on supplier correctly. Now fixed.

PPSR queries now built into c9.

Either in deals section:

Highlight a unit to purchase and click on PPSR Query. Result available on screen. Pricing is $4.95 per query.

Or in modify unit, or a new menu option, Quick PPSR Check

Other tweaks and fixes:

• WPS Order export : Transmit c9's order no in a way that it will show up on WPS reports / screens etc.
• Deposit Held Report : redesigned to better separate lines from tallies.

Tweaks and fixes

• Unit quote broken by recent unit locking changes. Now fixed
• Tweaked wording on pack checkboxes in edit franchise to make it a little bit more intuitive
• Tender payment : readd nice UX feature lost from v4 : when you hit enter on tendered amount of 0, default tendered amount to the amount required
• Refined unit locking recently added, couple of scenarios where locking will not protect against simultaneous edits (when two sales are running at precisely the same time, highly unlikely but still possible). Now fixed.

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

Couple of serious bug fixes with 5.2.21

• c9 would crash on various circumstances because of pack qty changes such as selling parts to workshop. (couple of db stored procs not updated to handle packs, such as part kit update )
• NullPointerException on unit sell. tradein or purchase fine, only sell broken (newly added code to lock db records before update broken).

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

Tweaks and fixes

• DB performance tweak on cash till. Loading of till no list was not efficient, especially on systems with alot of history. Now fixed.
• General Ledger performance caching : gl tallies are cached automatically on month boundaries. To help keep the cache fast, automatically generate cache overnight for last 20 years of activity.
• Reworked unit selling / buying and rolling back so that relevant database records are explicitly locked and validated before operations go ahead to protect against undefined outcomes when a these operations are performed simultaneously on different terminals.
• Aged payables report: was incorrectly using creation date, not due date for determining age on some open txns (bills okay, but purchases or any other txn type would incorrectly work off creation date ), now fixed
• Print deposits for unit/workshop/spares deposits. Would no longer print reference the deposit applies for for deposits added since upgrading to 5.2. Now fixed.
• View txn details, unroll unit info a bit more so it is obvious what unit is being affect. Added a button 'view line details' to help with seeing txn line details. All this is to help figure out more easily what unit a factory purchase appears under
• Expand size of audit/id on some key screens for txn ids for systems with huge amounts of history

Heavy reworking of packqty logic especially around behaviour with pricefiles based on packs setting. Previously this setting would only influence pricing on stock file record and would only recompute on installing a price file. New changes:

• N/C stocked pricing : factor in pack settings so displayed retail price for example is sensitive to pack size and pack setting
• Recompute list & retail price when pack settings are manipulated in view change part
• Update prices : applies pack pricing
• Factor in pack settings on add part to stock
• Allow ecordqty to not be a multiple of packqty where orderpack setting is not for packs.

Part of this change is to help facilitate MCS price files. MCS price file contains alot of parts in pack form. Now dealers may wish to sell some/all of those items on pack basis or individual basis. The above design changes will help facilitate this. A separate post will be included to help explain how to effectively manage MCS stocking with respect to packs.

Fixes and tweaks

• Honda SAP Magician working again. (Tweak HTTP header payload)
• Cash till detailed report : was not printing instrument name for cash tills with a till no of 2 or above. Now fixed

Tweaks and fixes

• Newly added 'Items Repriced' screen looks visually similar to existing 'Items Below RRP' screen, but these two screen do very different, almost opposite things. Added some color and bold headers to help make it very obvious which one a dealer is in.
• Added facility to tag units for online advertising to target i-motor 3rd party platform
• Deals and unit sales : profit figures to show line margin (non spares invoice lines & passed on PD charges)
• Orderbook : new button to access received order the part was received in on