• Tweaks and fixes
  • Bugfix: Debtor/Creditor balance figures in c9 would max out at 99,999.  Purely screen/report print error. Data was fine and internally larger figures were being maintained and tracked correctly. Obvious with large creditors.  Happens in a couple of places in c9. e.g. aged trial balance report
  • Rebates on unit deals
    • C9 maintains complex logic with rebates between units and deals. Idea is a deal contains rebate that may eventually apply on the underlying unit but only if the deal goes through. So rebate modifications on a deal do not automatically apply until deal is finalised and modifications merge in with existing deals on the underlying unit.  Some tweaks to this logic because it is non obvious and generates unexpected results at times
    • Never overwrite or allow operator to modify a rebate on unit/deal in progress which has been flagged as collected
    • Visually indicate if rebate on screen in deal is inherited from underlying unit. (with a + before description)
    • Visually indicate if rebate on screen in deal overrides/modifies a rebate on unit (with a [*] before description)
    • On adding a unit initially to a deal, show rebates. Previously would filter rebates which would then reappear upon saving and then modifying the unit on the deal. Behaviour is now fixed and more consistent
    • Bugfix with modifying an inherited rebate on deal. Screen would hide options such as after invoice cost etc. Now fixed.
  • Allow reprint/reexport of partially received orders from orderbook.
  • Stocked spares : allow larger notes to be stored. Currently limited to 300 chars.
  • Print barcode, move delete all to a different position on screen to make it less likely to be fat fingered
  • Refund/exchange. Allow refund/exchange onto a workshop job and/or department
  • bugfix. Recent workshop quote feature add damaged ability to put -ve parts on workshop jobs. Now working again
  • Due date computation on on unit line items from deal -> invoice.
  • Suzuki price file import. Tweak to cope with changes to their latest file : manually priced items track RRP in latest file, previously was List price
  • Modify website structure:  previously system would remove all orphaned records if a node is deleted. Normally this would be okay, but it can result in some brutally difficult accidental deletes to recover from, so removed this behaviour
  • Cash Till changes to make things smoother/simpler
    • Allow saving of cash till if c9 thinks there is a gap in the count, i.e. a day that has been skipped. Just nag the user about it
    • Add new counting mode : takings only.
    • Memorise last counting mode used on the terminal and default to that for a new count
    • Default Other HELD Over to balance of non cash instruments. Provide an obvious color-visual indicator that this is happening
    • Bugfix : auto settle option not settling any held over float

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

• Cash Till Overhaul
  • Overhaul motivated by inclusion of complete bank reconciliation process in near future version of c9.
  • Screen details here: https://c8software.com.au/wp/2017/07/new-cash-till-screen/
  • Key features include
    • Saves till count and variation which can be later looked at historically
    • Posts variations to activity and general ledger
    • Better handling of situations such as running off EFTPOS settlement but then doing another sale on same day
    • Discrepency alerts quickly highlight historical variations to txns, factoring in multiple tills
    • New config switch with multiple tills.  Only cash (instrument #1) records multiple tills by default. Other instruments will aggregate on till #1
    • Formalise GL chart codes including a bank code for future bank reconciliation reports/tooling
• Tweaks and fixes
  • Contract of sale printing.  System was incorrectly resizing the particulars page. Scaling slightly differently depending on what terminal contract is printed on. Turns out generation of PDF file is sensitive to screen pixel density of the computer PDF is generated on. Problem is very obvious on modern laptops with high pixel density displays. Now fixed so result is consistent and optimal
  • AusPOST integration. Incorrectly treating AUS country code as an international shipment. Merge weborder into customer details. Do not pull in 'AUS' as a country code if web has set it. Reset all AUS records on database back to blank
  • Receive spares with supplier bill.  Supplier bill record was not correctly linked to activity/general ledger, so deleting activity record did not automatically delete the bill, or vice versa.
  • Database error during c9 lease check. Could potentially report a lease error instead of a system database error.
  • Workshop scheduler. Completely broken by recent workshop quote changes. Now working again.
  • Payroll bug fix. Unable to finalise new payrun if there were past payruns with certain ad-hoc items on those runs.  Now works

• Bug fixes & Tweaks
  • Modify labour item where using tech rate based pricing + discount. Would miscompute final price on accept adding an additional 10%. Now fixed.
  • Delete website menu option would delete unreleated 'sidebar menu' items as well. Now fixed
  • Unit deals. A very complex and specific sequence of steps could result in deposit figure being written to wrong deal. Involves units on deals been added and invoiced, with spare parts, then rolled back and subsequently sold on a completely different deal.   New version fixes this specific scenario
  • Some tweaks to try and diagnose a problem with generating contract of sale on a couple of laptops. For some weird reason the contract particulars page is being rescaled to fit A4 portrait oriented into A4 landscape making the particulars page print small wasting available paper size. Weird because PDF libraries c9 use shouldn't be sensitive to environmental considerations and should behave consistently without regard for printer setup etc. Included a change that I hope fixes it, and at least will log some diagnostics to better help understand underlying cause.
  • Business activity report : include an option to filter based on txn types.  e.g. only print 'ABN Body only' activity records.
  • Floorplan payout : flip to add floorcost screen preset with curtailment to payout. Allows operator chance to set supplier if intent is to defer floorplan tracking as a creditor item

Bugfixes

• Complete screen nagging about unbilled unquoted labor even though there is no quoted labour on the job. Now fixed.
• Graphical Charts : most charts that use biz activity data did not filter out deleted records so were all generally overstating sales figures etc by including deleted records.

Units Query tweakage

• Default QBE screen for units is set to current dealer floor stock (previously was current+historical floor stock)
• Bugfix with browser : would only show a screens worth of units. Now preloads whole list
• Bulk Unit Label: print labels for units in bulk. Accessible via Units -> browser

• Bugfix with version 4.675.   Workshop timesheeting auto log billable labour merge all option broken : was behaving same as 'never merge'. Now fixed.

Unit purchase : provide a much simpler framework to manage encumbrances inherited from customer. You can now add liabilities as cost to be paid by customer as opposed to prior fixed default as being a cost absorbed by the dealership.  Example screen shot.

The amount paid by customer is allowed to exceed the 'value' of the unit, permitting situation where customer pays dealership a net figure to take the unit off their hands.

Resulting recipient tax invoice:

And general Ledger Posting:

  code  |             name              |   DR    |   CR    
--------+-------------------------------+---------+---------
 1-1001 | Instrument #1                 |  600.00 |        
 2-6300 | Unit Encumbrance              |         | 5000.00
 1-5100 | Units in stock                | 4000.00 |        
 1-3105 | Input credits on ABN purchase |  400.00 |

Resulting ledger posting is fairly straight forward. Encumbered liability is treated similarly to on road costs. There are no GST input credits to be claimed on the liability since assumption is that customer really paid off the encumbrance 'below the line'.  GST input credits are being claimed on the valuation of the purchased unit. (In above example customer provided ABN so input credits are claimable immediately).

Includes database changes you need to log all terminals out during upgrade

• Workshop service overhaul
  • Allow configuration of labour rates separate from mechanics doing the work. i.e. standard rate, vs warranty rates vs internal rate
  • Includes on the job quoting facilities
    • Labour items are billed or quoted.
    • Parts can track quoted qty vs supplied (so far) qty
    • Added billed labour offsets quoted labour, so as job fills out the quoted component is eaten
    • Pre forma invoice/totals displayed show quoted figure work jobs on the go. Once job is completed it will flip to actual billed
    • C9 nags/warns on complete if there is a price flip as a result. Naturally jobs with fixed Fixed $/Capped $ schemes in play remain consistent
  • Allow linking estimates to a job after the fact and adding multiple estimates to a single job
  • Estimate to job is alot smarter in terms of managing labour accrued via timesheeting WRT quoted/actual labour
  • New tab in setup main setup 'Time sheeting' that allows fine tuning of new quoting/timesheet behaviours
  • Option to print a job barcode sticker. Potentially useful for power equipment jobs. Includes barcoded job no + cust name + job desc.
• Tweaks and fixes
  • View part buy/sell. Show created/received data on ordered parts separately
  • tweaks to monthly c9 invoice generation.
    • Bulk processing incorrectly linked all invoices under a single GL posting.
    • Provide mechanism to track lease termination date
  • Payroll : manually modifying computed items would not correctly adjust how dependent items would compute. Now fixed. i.e. changing wages would miscompute tax owing (overstating tax as being based on manual wages figure + computed wages figure the manual figure masks)
  • Workshop completed/progress report. Show goal total as separate from total so far
  • Workshop staff report. Print what report filter setting in play on report itself. i.e. 'Clocked time/Completed jobs/invoiced jobs'
  • NSW registration form C.  Page 2 , question about new/used was filled out back to front. Now fixed
  • Unit sale onroad costs: set date to be sale date, not date when ORC record was added for ORC records that have a tagged supplier. Assumption here is that because ORC is linked to sale of vehicle it will generally always be on day of the sale.
  • Customer phone number matching.  Treat +61 as same as 0 leading prefix for things like add customer, merge web order etc. e.g. +61 422 206 974 is same as 0422 206 974
  • Adjust c9 visuals so it is more obvious which window is active and which windows are inactive
  • Unit sale on road cost with GST + Supplier. Do not copy GST component onto bill to be paid to make it obvious there is no claimable input credits here. Biz activity report and GL are fine already so this fix is a fairly minor one designed so that view txn listing is not visually misleading in terms of input credits that are claimable. Will keep existing activity records showing GST component since it is obvious from activity tag this is not something that is claimable
  • Items below RRP. Provide a button to reprice highlighted item only
  • AusPOST integration tweaks
    • Label printing broken WRT StarTrack label sizing. Should now be sorted.
    • TODO: allow user to configure preferred label size. Currently hardcoded to 3 per page. (2pp for StarTrack)
  • Print statement screen :
    • show balance in list of customers.
    • Also show if customer is email/print target
    • Allow modification of customer from this screen

• Clock on/clock off screen would not draw correctly when using c9 via remote access client. Now fixed
• Point of sale : alternate order source behaviour
  • Alternate order would default order source for parts added to invoice to be same as last part if part source was ever changed during the process of constructing the invoice. Some tweaks to this logic in this version to hopefully better track operator intention:
    • Reset behaviour if all parts deleted off screen
    • Only enable this behaviour if Edit Order  screen actually alters the selected order source. Merely clicking OK does not lock behaviour
    • Parts added take on last part order source for same franchise. i.e. if you flip a MCS part to be ordered from another dealer, a further added Suzuki part will not inherit behaviour from this MCS part, instead that part will inherit behaviour of last suzuki part (if any).
• Payroll tweaks
  • PAYG calculation was not withholding PAYG on tool allowance. Now fixed
  • Employer Super contributions, show % as a rate figure on payslip
  • Leave accrual,  always round up instead of rounding to nearest.
  • Super contribution. Do not calculate super on tool allowance.
  • Print pay slips, print slips in order of staff code
  • Pay run screen: add scroll bars
  • Tweaked bracket creep amortisation logic.  Payroll system contains a mechanism where based on predicted income it may pay additional HELP and MLS tax to try and offset significant bracket creep impacts that can occur with these tax systems. The first step on HELP is 4% so stepping into this bracket say because of a pay rise awarded late in the financial year can cause employee to be out of pocket by a significant amount, upto $2200, with their tax return. C9 tries to predict and smooth out this sort of damage across remaining pay runs with additional withholding.  The system needs to be able to make a prediction on past unknown income for starting employees or employees that quit and return within the same period by assuming past pay that is known about is representative of past unknown pay.  Prior algorithms for doing this were faulty (e.g. changing the pay cycle rate from weekly to monthly would break the prior algorithm).  Includes a new improved algorithm for predicting this that copes with such concerns. Extrapolates based on first pay and current paycycle type, and also extrapolates based on missing pay cycle days.
  • Bracket Creep amortisation for MLS and HELP. Include option on staff to disable this feature. In staff payroll settings are new radio buttons "Auto (no additional)" which auto computes MLS & HELP but does not apply any additional amortization to try smooth out bracket creep impacts
• Other tweaks
  • Browse Invoiced units : reprint invoice button was hidden under another button. Now fixed
  • print estimate. Print line items in same order as they appear/ are managed on estimate (previously would roughly print in order they were originally added to the estimate, printing labour items first without any regard for any subsequent reordering on estimate edit screen)
  • VicRoads Forms : added form for online rego transfer
  • Image gallery text filtering not working. Now fixed
  • SMTP routed email : removed client side setting of message ID. Testing a theory maybe a small minority of SMTP servers are making things difficult by recognising the Msg ID as being generated by javamail.

• Kawasaki parts inquiry & Fiche Import: now working again.  Kawasaki have rolled in some tech on their website that makes these things unreliable so uncertain about our capacity to keep this thing working.
• More tweaks to c9 monthly invoice generation.
• Email sending tweaks.
  • Email sending code rewritten to more elegantly/reliably cope with slow SMTP servers. Some possibly bad software race conditions if SMTP spooling took longer than 3 seconds
  • bail on email sending if spooling takes longer than 60 seconds. Previously system would wait indefinitely on a non responsive mail server, causing messenger to lock up.
  • Added support for SSL/TLS to compliment existing STARTTLS (previously called TLS in c9).
• Added ability to manually create general ledger postings
• View finished job bugfix.  Displayed discount $ would keep increasing every time you relook at a job. Would reset back to sane figures after opening a new c9. Now fixed.
• Export order electronically.  If the order export fails, do not move order into 'sent' status.  Previously would do this. Applicable for Honda/Whites & other C9 Dealer export targets.
• Workshop staff report : reruns of the report show report total keeps increasing up and up under some circumstances.  Was not resetting total count on reruns. Now fixed.
• Parts Order - Customer Order Pickup
  • Get rid of 'auto invoice at customer discount' setting.  Redundant and has been for years as c9 memorizes discount setup on a per invoice basis when the order was originally setup
  • If original ordcr was an invoiced order but customer has since been changed to cash customer, force the subsequent pickup to be a receipt sales.
• Payroll
  • Integrated payrun finalisation into activity and the GL

Regression bug in previous version.  Workshop main screen, location and general filtering broken.  Would permanently pop an error screen reporting this.  Now fixed.

• Workshop pickup journal errors.  Under some circumstances a pickup would fail with a journal error relating to sub contract work.  Fixed pickup so it is now more robust.
• Stock take sheets.  Provide a visual display of qty on reserve to help dealers who do not pull parts out of stock and placing them on reserve/layby. e.g. report may show 3 (+5),   which means 3 in stock for any walk in customer, 5 on rerserve, total stock on hand of avail+reserve should be 8.
• Main workshop screen : show job total ( for completed jobs only)
• Move parts: delete button now just deletes part off list of parts to move. Previously would permanently delete part off stock file
• Unit deals
  • a unit on a sale deal would not retain any changes to trust receipt made to the floor stock item.  Now fixed.
  • When receive a unit to order for sale on a deal, if that unit had trust receipt details, details would be lost once unit once deal was finalised. (similar to issue above). Now fixed too
• C9 lease tweaks
  • Added a facility to make it easier to install new systems.
  • Remove monthly passwords from invoices c9 sends out. Monthly passwords are no longer in use. Old versions of c9 no longer supported.