Bugfix with last version 4.704.  Receive spares order would fail with a journal error for invoice receive and if receive had freight component.  Now fixed.

This version includes changes to receive spares to make process of receiving units for power equipment suppliers alot easier.  The receive process can now be used to receive spares and units.  Especially useful for P/E suppliers who will put things like trimmers etc on an invoice with parts.

How it works is that parts in c9 can be associated with basic unit particulars. For example in F6 view/change part:

Then in receive spares section parts and units are denoted with an icon on receive screen.

On modifying unit items, you can specify specific per unit particulars. Such as vin/serial numbers.

When using c9's Electronic import option, c9 will guide operator through process of filling in missing data as needed during receive. So receive process should be fairly intuitive.

Other changes:

• Yamaha magician.  Was not failing gracefully if username/password was incorrect. Now fixed
• Units tweaks
  • Modify unit with goods only : Remove extraneous 'owner' field. only applies for units under consignment
  • Business -> Activity. Allow deletion of goods only units from this screen.
• Workshop checklist tweaks and bug fixes
  • Added a 'force refresh' button to refresh checklists based on template checklists from jobs and estimates. On key screens (modify + complete )
  • Under some circumstances a checklist would not refresh correctly. For example, a job with a single estimate, if you removed the estimate checklists associated with  that checklist would not automatically clear.
  • Under some circumstances additions to a template checklist linked to a job type or estimate would not replicate perfectly onto the job checklist. Now fixed. (would only replicate if a base checklist item had been added. Would not replicate items deeper into the checklist tree)
  • Check all options would not show deeply nested items as checked when printed out. Would only show immediate items below the checked item as checked. Now fixed
  • Checklist printout : would not print complete group name under some circumstances with deeply nested checklists. Now fixed
• AusPOST integration changes
  • Bugfix with modifying page types in setup. Was not returning custom option. Now fixed, now possible to set for example, EP paper as a4-3pp
  • Capture delivery instructions
  • Allow configuration of delivery freight to 2 decimal places
  • Allow label(s) to be forcefully recreated if needed. Saves having to delete a shipment and start over
• Other tweaks
  • Website structure. Do not show orphaned menu items
  • Point of sale, web orders  + reserve / pickup combo : default deposit to value of goods instead of $0
  • Disambiguate Husky p/e and husky bike order export methods : tweak names in list

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

• New feature Sales leads. Quickly record and manage interest. Capture minimal customer details and manage lead with followups etc
• Generic Order Export changes
  • Redesigned so it is more flexible. Advanced tab can be used to describe pretty much generic CSV file format
  • Allow configuration of separator. So can be used to emit ';' as separate instead of ','
  • Escape control. Only escape if necessary (new default), always escape (old behaviour), never escape
  • A separate post will be provided that explains the advanced options in more detail
  • Generic Order Export is now able to replicate behaviours of following export methods with correct advanced settings making them mostly redundant
    • Softway
    • Husqvarna P/E
    • Butmac (alot of brain damage the butmac specific export handles, so best to continue to use butmac specific one. i.e. coping with spaces in piston kit part numbers)
    • Mojo (Sortof : mojo expects xlsx, not csv tho)
• Tweaks
  • F12 pickup reserve / layby.  Default to cash sale for account customers who have prefer cash set.
  • Unit sale invoice : print unit colour if set.  Requested by some finance companies
  • Fixed Minor screen layout issues on modify deal and update contact
  • Setup : generate chart of account descriptions to pickup changes in names of payment instruments and reflect them into GL Chart
  • Restrict usage of bank and voucher in modify activity. Disallow modifying a record which was voucher or bank based. Provide some obvious warnings about risks of modifying activity records
  • View transactions: display amount in two columns : a DR and a CR column to visually separate inputs/outputs
  • Payrun finalize tweaks
    • Setup option to configure what money is recorded as removed from bank on payrun. Defaults to NET pay. Setup options to allow for NET+Withholding or net+withholding+super (default prior to this version)
    • On payrun finalize ask operator if they want to print/email all slips
• Low level tweak to prepare for further changes to add support for Java 9.  Java 9 not yet supported. This change is to try and minimize crappy anti-virus products (mainly Avast) from killing c9 installs when actual java 9 changes come in the next version or 2. Details : on upgrading only rewrite files if they have actually physically changed. Plan for java9 upgrade is to push a new startup.jar, but we don't want c9 to rewrite startup.exe with a duplicate because Avast will probably crack it again.

Requires database changes. You need to log all terminals out during upgrade

• Bugfixes
  • Contract particulars.
    • Compliance plate would print a completely  incorrect 1800s date under some circumstances now fixed.
    • Sale with tradein. Printing particulars could lockup c9 under some circumstances.  Now fixed
    • Sale with tradein. liabilities/encumbrances may not list under some circumstances. Now fixed
  • Vicroads Authority to register paperwork was not being filled in. Now fixed
  • View transaction : unlink.  Certain usage patterns of this function would put c9 into an invalid txn state. Now fixed
• Units + Deals and spares discount reworked
  • On deals can now manage discount to apply to parts before invoicing them
  • fixed a few obscure bugs and edge cases dealing with line discounts on uninvoiced items on a deal

• Workshop tweaks and fixes
  • print pro-forma tax invoice in non pro forma mode. Force date to be today
  • Staff report. Broken with latest changes : would not work with either completed jobs or invoiced jobs option set as a filter. Now fixed.

• Bug fixes for release 4.699
  • Workshop profit report broken. Tested new code on wrong version of postgres. Now working with actual version of postgres running at dealerships.
• Future interest estimatation fixes
  • Consider both interest and renewal fee payments for figuring out interest from.  More and more floorplan providers are charging 'GST' on interest so need to be recorded as renewal fees within c9 means interest to pay estimate in c9 is completely wrong.
  • Bug with future interest estimation on units in deal screen. Was effectively showing floorplan costs with double the estimated interest (not quite double, but more or less doing this). Now fixed

Requires database changes. You need to log all terminals out during upgrade

• Fiche import fixes
  • Step over broken diagrams for KTM/Husky. (e.g. REAR WHEEL for 400 SUPER-COMP WP (EU) 1996 on factory website gives a blank page and causes c9 importer to quit)
  • Add SWM as an import option for Mojo
• Contract of Sale changes
  • Redesigned contract of sale so it now prints on a4 portrait and may dynamically print over multiple pages for complex sales. Allows for easy inclusion of more information
  • Regulatory changes (ALL)
    • Include salesperson
    • Provide an option to select a nominated registered owner as separate from purchaser
  • Regulatory changes (NSW)
    • Included new contract terms and conditions : referencing correct NSW legislation.
    • New Form 7 - redesigned so it fits on a single page
    • Added Form 8
    • Added Form 12
• Payroll - Workshop labour costs
  • C9 now records labour cost on clocking. It requires clocking to be used within c9 and requires staff members to be minimally configured with either an hourly wage or salary.  It will use employment type data if set to better estimate impact of overtime etc if set.
  • Labour costs reflected in following areas
    • View time : timesheet tab
    • Business -> Profit Summary
    • Workshop -> Reports -> Staff Report
    • Workshop -> Reports -> Profit/Activity
  • New workshop report : proficiency report. Provides per staff report on productivity & efficiency metrics.
  • Workshop -> Utilities -> Recompute TS. Recompute labour costs on time sheet records. So you can quickly get some 'historical' data working in terms of COGS on labour to reflect in above mentioned reports. Only useful for dealers that are diligently using timesheeting
  • Business -> Profit summary . Show payroll costs accrued broken down based on principal area where staff work.
  • Misc
    • Modify staff : allow linking staff to 'spares' or 'sales' departments to affect profit summary report
    • Workshop Wait reasons. Now track whether or not the wait reason is paid time. i.e. 'Idle' is paid but 'lunch break' isn't.  Reflects in profit/summary report
• Bulk accounts processing and ABA File generation
  • Generate ABA files for creditors (bill payment) and bulk generate the bill pay operation
  • Generate ABA files for debtors (direct deposit). To be used by c9 for DD billing, but dealers can use it themselves too if they want.
  • Generate ABA files for payroll payruns
• Misc Tweaks
  • Units of measure fixes
    • if count of unit exceeds 1000 do not work correctly in point of sale. C9 misreports QoH as 0.
    • Initial computation of count for length based UOMs broken.  now fixed (was applying uom adjustment twice resulting in completely wrong results)
  • Select payment method : option to select bank to record bank payment directly. No longer any need to define one of 8 instrument slots as a bank
  • Add Generic Txn broken : working again
  • AusPOST tweaks
    • Modify UI flow on creating a new shipping record to minimise keystrokes.
    • Allow setup options to allow setting of default copy freight and create invoice options.
    • Allow configuration of page offsets to help align label prints on AusPOST provided label stock
    • Limit item description lengths to 40 chars for international freight.
  • Webcontent text+logo. Increase size of hyperlink field
  • Modify estimate : Only allow one terminal at a time edit an estimate
  • Print estimate : forcefully recompute estimate tallies before printing incase edits from another terminal somehow slip in and mess up tallies on the printed edit.
  • Modify deal.  Would render deposit as #### at top of screen for deposits of 10k or more. All computations were fine, just the display on screen was incorrect. Fixed
  • Browse received orders. On view order show created/sent dates on individual items
  • Add transaction.  On selecting txns to offset only forcefully change txn type to Payment if selected txn type is not consistent with selected txns. i.e. if you select Supplier Credit and pick txns to offset do not change txn type to payment as credit and payment are functionally consistent in terms of being able to be linked to bill txns.
  • Add transaction
    • allow selection of suppliers as well as customers.
    • Bill+Pay : post txns in separate GL postings so one can be deleted without deleting the other.
  • Unit floorplan report : show floorplan owing (tr value less curtailments)
  • New workshop job : new setup option to allow you to preconfigure a default deposit.
  • Unit purchase tweaks
    • Purchase only on account will now receive the purchase as a 'payment' against debtor balance
    • For purchase as deposit, select cash, in select payment method is a new option for 'Customer Deposit'

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

• Multiple bank tracking facilities
  • Track multiple banks.
  • Link banks to different parts of c9. i.e. floorplan payouts by default goto bank X
  • Provide  reconciliation for different banks
• AusPOST Shipping integration tweaks
  • Allow selection of different c9 customer to ship to
  • Allow generation of shipping record at point of sale, so invoice is created with an AusPOST tracking ID
  • Allow auto-population of freight cost from AusPOST freight data at point of sale
  • Allow Review/modification of shipping address on freight query / create ship.
  • Freight query : provide visual feedback why there are no shipping options. i.e. maybe because there are zero weights on selected packages
  • User mobile # from main phone field if set. Preferentially use field if it looks like a mobile number
  • New config option to suppress printing of headers on labels, for dealers that use AusPOST provided stationary
  • Automatically record tracking ID against invoice once shipping record is created
  • Explicitly enable AusPOST email tracking for customers
  • Include c9 invoice # as a customer reference that prints on the shipping label
  • Authority to leave change:  disable safe drop if authority to leave is not given. So postie should always leave a card, even if postie thinks there is a 'safe drop' place at delivery address
  • View Invoice. Add button to access AusPOST tracking info
• Fixes and tweaks
  • Cash till : next day algorithm bugfix. Prior computation was flaky. New algorithm : the most recent todate before today + one day.
  • Bugfix with Suzuki EPC import. One model on EPC site contains a broken image which kills c9 import.  Fixed so c9 will handle these more gracefully
  • Bugfix with SMS billing. C9 has not been billing full price for SMS msgs longer than >160 chars since switched SMS provider at start of year. Long SMS will be billed correctly from now on.   We will not retrospectively bill for prior msgs not billed correctly
  • Bugfix with freeform stocktake. Under some difficult to replicate circumstances system would not apply requested stocktake modifications.
  • Bugfix with print statements. Was not generating statements for suppliers/creditors correctly. Did not know how to deal with supplier txn types.
  • Bugfixes relating to txn allocation, with modify linked txn option
    • Linked txn option would force a relink even if there are no user selected changes, even if user selects 'Cancel' button. Modified to not make DB changes if there are no user changes. Generally should not of caused a problem because relinking should result in same functional output where it not for the second bug:
    • Linked txn option would fail to apply changes to certain txn types instead reallocating based on default rules for the contact in question (i.e. oldest txn first).  Bug would trigger for modifying a Supplier Bill, but not a Supplier Bill Pay. Would kick in on a Bill Pay for example, if on that supplier contact ,there exists a currently unallocated billpay whose due date is earlier than the one modified. Payments linked to the bill would preferentially relink to the older, unrelated, bill. Now fixed.

• More cash till changes
  • Allow configuration of instruments to include in daily till count. Managed via setup. Instruments which do not settle/reconcile daily should be excluded from cash till processes and instead cash reconciliation process should be used instead.
  • Cash till float manipulation: post manipulation record on same day as cash till.  Makes things easier to read in reconciliation screen.  Backwards compatibility support for prior mechanism of posting on the day before.
  • Cash till aggregation : NET out conflicting records linked to a single operation to make cash till easier to read. For example say you sell something as EFTPOS but then want to flip it to cash via modify in activity screen.  Previously cash till would look like this with in & out for EFTPOS showing add and change canceling each other out.
    
    Now modified to only show the NET result on a per operation basis
    
• Miscellaneous Tweaks
  • Allow config of global website discount in setup
  • Tweaked AusPOST integration to allow configuration of overriding labels. Default startrack to disabled, doesn't appear to be working at the moment on live or test.
  • Rebates : removed 'rebate to tax invoice recently' when I shouldn't of.  Now readded.
  • Delete unit : under some rare circumstances system would allow you to delete a unit that has been subsequently sold. Fixed
  • Vicroads rego check : working again.
• Added support for clerk keys constraints on returns/refunds. Specifically:
  • Returned spare parts at point of sale (even if net effect of the sale is +ve)
  • Returned spare parts added to a workshop job
  • Following debtor txn types : bad debt.  Payment reversal. Refund. Credit note
• Low level DB tweaks
  • everytime c9 starts it attempts to insert a duplicate record which is used as a cache management thingo which burns through primary key sequences fairly quickly. Fixed to only insert if needed
  • Added some system support for postgres 9+.  (A couple of system tables change in 9+. i.e. getting PID for pg_stat_activity)

• Workshop
  • department sales. Recent changes broke ability to sell to department with an ID of -1.  Now working again.
  • Create new job. Do not use customer discount % if job involves an estimate
  • Print pro forma. Option to print it as a full tax invoice.
  • Add labour.  Select tech now optionally allows you to filter non techs. For non tech staff set their type to 'Non Tech - Other'
• Unit sales
  • New 'Finance settlement' option in browse dealer which simplifies settlement of finance/floorplan arrangements where dealers only get partial finance based on floorplan owing. e.g. YMF
• Online backup error : last two versions of c9 added a record into database that made online backup complain.  (They set a couple of time fields to milisecond precision but online backup only supports upto second precision. The records would backup, but not with millisecond and backup would complain. This fix fixes the problem by rounding these two records to nearest second. Not a critical backup issue, backup still working, just whinging about the lost milliseconds on 2 records).