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

• Bank reconciliation changes
  • Allow modification of dates+times to line txns up exactly as seen on statement : makes for much simpler reconciliation runs when numbers don't add up. Provide move up/down and set date schemantics
  • Visual / Color code tweaks
    • Colour code self canceling journal postings. i.e. when a bank is linked to an instrument to itemize, colour code show cash till settlement postings so it is obvious they are self consistent and can be ignored
    • Colour code different days so it is visually obvious in list when stepping from one day to the next
• Spare parts tweaks for duplicate part numbers.
  • On select part show retail price of each item
  • Bugfix : if last item on list superceeded the screen should show original part and the supercession would not follow until after selection
  • Tweaks to deal with ongoing KTM / Husqvarna part fungability. New config options in edit franchise to further fine tune behaviour
    • Do not Defer to alt franchise if the part in question is in stock. (on by default. Can turn off)
    • Do not defer to alt franchise if daily buy price varies. (Allow dealers with both KTM + Husky go for the cheapest option)
    • Option to receive into stock under the alt franchise if item exists on alt franchise (off by default)
  • Tweaked logic WRT supcession management. Code should be a bit faster. (supercession resolution done entirely in database now)
• Stihl Warranty Export : switched to new file format. Tweaked warranty questions slightly to reflect this change
• Added ability to Import bikes & bits images and fitment data from B&BI website. (Requires B&BI to enable bulk transfer permission on B&BI dealer login)
• Tweaks & Bug Fixes
  • Workshop tax invoices. Print wording 'Tax invoice No' instead of job no, under Tax Invoice declaration (not required existing invoices are perfectly fine, but change will make one State level dept more happy)
  • Unit contract particulars. Would reprint/compute effect of deposit value on every sold unit. Fixed to apply deposit on first unit only
  • Receive parts on a deal. Print customer details under deal if known
  • Order book : allow adding a part onto partially received order.
  • Delete workshop job.
    • Would not allow you to delete a job where any deposit had been withheld.  Now fixed
    • Under some circumstances would pop up a" do you want to save changes button" after delete had already been committed.

Regression bug fix.  Receive spares order with no parts (i.e. freight only) would fail with system errors etc on screen.  Caused by recent introduction of receiving P/E goods via spares. Now working again.

Bug fixes with selling units under consignment

• If sale price differed from price back to customer c9 would fail with a journal error. Now can cope with some sort of margin between buy and sell price
• Units under consignment purchased for under <$300.  would not track input credit for the recipient invoice. Was assuming input credit was claimed as a <300 on purchase, which isn't case with consigned units

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'