• 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).

Changes to minimise variations between old cash till and new so older cashtill records can be meaingfully viewed

• recording of banked funds slight different between old and new. Tweaked new so it will also pickup old
• new cashtill is sensitive to 'reconciled' txns.  Flag prior till ops such as float and bank as reconciled since this is what new cash till does automatically
• Display till float manipulation for following day so it is more obvious what is happening when reviewing historical counts
• save till : make it obvious what has changed on save nag.
• force paidout to be what is posted on the GL, not what was recorded on old cashtill count

Other tweaks

• View spares invoice. Option to modify cust order number
• Factory Unit Purchase : option to receive goods only & process incoming invoice separately.

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

• Job card bugfix. Was printing 'not set' for rego if rego expiry was not set. Fixed to print 'not set' on expiry, retaining rego info (if any)
• Manage website content tweaks
  • Allow for more detailed summary text.
  • Allow window to be resized
• point of sale bugfix.  Complex scenario where a heap of parts are ordered under customer, with a deposit.  Some come in, and those items are assigned to a workshop job instead, with other parts remaining possibly intended to be sold direct to customer. C9 will assign the entirety of the deposit to workshop job, not just the bit that would be normally allocated for a partial receive sale potentially assigning more deposit then the job will be worth, including considerations for labour.  Tweaked logic to allow partial assignment only.  Tweak F10 complete screen so amount of deposit moving from spares to workshop is obvious (read only).
• Cash till. Major rewrite of cash till to revert to older style cash till in terms of ease of use but still retain mechanisms to feed into bank reconciliation. Specifically:
  • Complex save/delete mechanics all disappear. There is still a 'save' mechanic, but it is there purely to memorise till count only if you want to pull it up at a later date It serves no other function. (It also posts variations on bank settlement to GL, but this is not impactful on cashtill, strictly bank rec).
  • No restrictions on till count periods.
    • Skip days ,no worries. (C9 will still default to next day. But you can more easily push forward here now)
    • System now relies posted journals to figure out previously posted bank settlements etc.
  • System uses bank rec tilling for cash till count. So powerful bank rec tooling is now accessible within cash till to help figure out why things do not add up.
  • Got multiple till counting working properly.  (Till nos now post to different GL codes)
  • Rename GL chart of accounts to reflect action instrument & till names. Instead of Instrument #1, Instrument #2 etc.
• Bank rec changes
  • Overhauled classification and computation of discordant transactions.  Discordant txns are now:
    • Back dated (& live) txns. Created during or after reconciliation period
    • live txns that are flagged as held over from prior reconciliation.
    • Txns which were either deleted or undeleted after the fact.
  • Overhauled computation of effect of discordant txns.
    • Backdated transactions will be included in till count as though they happened today.
    • Discordant deleted txns now affect the reported balance. idea is if you delete an old workshop job, you need to backdate some sort of record of what happened with the money in order to reconcile.  Undeleting also requires action to reconcile.
  • DB changes to boost efficiency, both to general ledger and bankrec/cashrec computation. Previously over time the GL and bankrec/cashrec would get progressively slower as more and more records are added to the system. New DB changes should result in fast, consistent performance more or less indefinitely.

• Unit rego expiry highlighting. Do not highlight for floor stock
• Spares invoice.
  • Make E-Reference a barcode so it can be easily scanned
  • C9 export as PDF.  Allow barcode fonts to be encoded correctly in PDF files
• Parts availability check
  • Honda / HOOS working again after their recent server changes.
• Merge customer - C9 previously would not replace following customer links.  Now sorted:
  • Franchise supplier to credit
  • on road cost / rebate suppliers on sale/deal/quote items & for default unit cost groups
  • workshop subcontracting suppliers
  • SMS/Email messages & SMS Replies
• International web orders
  • Default point of sale to GST exempt when importing a web order set outside of Australia
  • Default point of sale to GST exempt when importing a web order involving a customer who is flagged as GST exempt
• Tweaks and fixes
  • Removed rebate to tax invoice. Redundant functionality now you can assign a supplier to rebates
  • View transactions. Last version of c9 made the delete button inaccessible. Now fixed.
  • Tweak system provisioning to make things easier for Ben to setup a new system
• Low level system changes
  • new system file : java.opts.  In here drop in any java system settings. i.e. -X and -D java flags etc.
  • new startup exe no longer pops a console.
  • Provide a mechanism to boost memory used by java via setup screen. Main need for this is fiche image processing for certain suppliers
  • Fixed bug with system monitor displaying memory stats for Java VMs which have have memory heaps into the GB range. Number displayed previously was wrong
  • Graphics acceleration tweaks in setup overhauled. Previously didn't do anything useful fiddling with these.
  • Added opengl acceleration option. Hopefully this may permanently fix Java Video RAM corruption issues that occur with possibly shonky videocards/drivers

4.692

• Messenger settings.  Allow configuration of c9 so messenger will only start on certain designated terminals instead of any terminals.  This may be a better setting for many shops to constrain messenger to one or two commonly used computers to help with sorting out networking issues within the shop

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

This version of c9 ships with an initial fitment mechanism.  Allows linking of hard parts , after market items back to specific models.  At the moment the fitment stuff only feeds c9 powered websites and is only really useful for KTM/Husky brand at this stage. Though it might also work for Yamaha + Y-SHOP mix.  Plan is to extend further for aftermarket mapping down the track.

KTM / Husky stuff:

• Import KTM parts images. Pull down and map fitment data during image download
• Added new fiche importer. KTM -> Husky interchange. Allows a KTM dealer with a website to pull down husky diagrams off another dealers website. And vice versa. Strictly only works for KTM/Husky dealers and only if they are running a website. Everyone else can continue to use remote diagrams
• allow a franchise to be configured with a preferred OEM. So if you are a Husky dealer, you can add KTM pricefile, but configure KTM pricefile to redirect to Husky pricefile where there is overlap. e.g. select a KTM part c9 will automatically flip to Husky part if there is such a thing in point of sale

Other changes:

• Import parts images. Default part description to import as detail only scope
• Modify web images. Default main text to be detail only scope
• Import fiche : added better error trapping and handling. Previously could do odd things like leave database in uncommited state
• Workshop unit selection. Disallow transfer of a unit from/to the dealership if c9 units module is enabled.
• Support tools
  • Include a big link under Main menu 'Remote Support' to open up remote support tool
  • Included another link to open up our remote support webpage
• receive spares.
  • Screen redesign : Make it obvious at top of the screen what is going on.  What OEM franchise is being received, who creditor supplier is, and whether or not a bill is being created against that supplier
  • Select alternative supplier : jumps straight to creditors.  No longer able to select other franchises : functionally didn't make sense to do this so removed and simplified. Also make it clear that supplier is an alternative/overriding supplier.
• Customer alerts
  • Bugfix : bugs in open reminders list could make it display extraneous results. Now fixed
  • customer notes and customer comments can be flagged to popup a prominent alert message whenever the customer is selected in screens like point of sale etc. e.g:
    

Tip: Husky / KTM Interchange setup:

• Under spares -> Utilities -> Add / Edit Franchise. Pick the secondary franchise. i.e. if you are a KTM dealer your secondary franchise is then Husky. You want to modify Husky
• Click on advanced tab.
• Click on change button under 'Use the following franchise instead for matching part numbers and select KTM franchise. System will now flip from Husky to KTM for common parts