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

• Supplier warranties
  • Allow recording of creditor contact on finalisation. Adds a supplier credit onto creditor record
  • New option in setup  : force selection of creditor contact
  • Biz Activity : recorded contact is supplier, not the customer of original job
  • Biz Activity : deleting warranty record would flip job back into progress state. Modified to not do this
• Creditor / Debitor linked txns
  • Bugfix: If select 3 or more txns to pay at once. If you go back into the screen to select the txns it would forget most of the selected list. Now fixed. (Previously If you completed, add txn operation system would correctly link to the 3 or more txns you selected okay. The bug itself is linked to when you goto review/modify the list of txns).
  • For bill payment,  preferentially link to transactions in due date order. Recording oldest to newest as paid
  • Select transactions to pay : show a running tally of unallocated value of selected txns
  • Provide ability for user to alter list of linked txns after the fact.
• Other changes
  • Customer code auto generator. Now includes a blacklist of swear/offensive terms to avoid. When it runs into them, will revert to first 4 letters of their last name only.  i.e. "TED CUNNINGHAM" generates a custcode of "CUNN" instead of the more colourful default
  • Kwak import. Looks like some models on dealer site do no work and contain no diagrams. C9 was failing on importing these. Now skips over them
  •  BRP import. Failing with 2018 side by side model due to how they've setup the images for these on the BRP site. Now fixed to import these.
  • Fiche data cleanup : optimise cleanup of extraneous images
  • Spares profit report. Date selector : use same selector widget that appears on reports like workshop profit report etc.
  • Standard date selector widget: preset step period (day/week/month/quarter) based on initial date values. Previously always started on 'day'
  • Spare part returns : allow deletion of credit note on supplier.
  • Website, text + image widget. Tweak to not force image to be 160x120 : to allow James do some interesting web design things with this widget
  • Add labour. Make relationship between tweaking time and tweaking price more explicit and visually obvious with a lock/link control.
    
  • Unit QBE tweakage
    • Revert default ownership filter back to any : when accessing Query via Units -> Browser.  Miner will still default to newer not sold default
    • Provide obvious visual clues on query screen broadly what units are being selected. e.g.:
      

Tweaks to select part description filtering:

Find part screen in c9 allows you to search parts based on description. The searching is combined english text search and search for letter + number combos. e.g. search for 'force' will match 'forcing', 'forces' etc and various english variants. While a search for "190 50" will return things like "190/50-17 pilot road 2", "190/50ZR17 BT020" etc.

Some tweaks to this. Some augmentation of letter + number combos. You can put wildcard '*' in to match letter or number combos that start with it.  The wild card applies to the letter/number combo before it.  e.g.

• GTR 14*  will match things like "BAGS INTERIOR PAN 1400GTR" or "GTR14 07"
• GT* 14 will match "WEB GTX BOOT 14 41".  "GTZ14 -S powervolt MF"
• GT* 14* will match all of above and more

There is now a setting in Setup under spares to make wildcard '*'  implicit on all description searches. So it will apply for everything without the need to key in the '*' character.

With great power comes a need for a great database server. Most queries should be fine on typical servers we setup, but searching for "1*" on all franchises for non stocked parts is going take a solid 15 seconds + some so on an old crappy database server. If this is the sort of thing you want to regularly do your database server needs alot of RAM (8gb/16g minimum) and/or fast harddisks (i.e. SSD's or really good SATA drives).

Redesigned key screens that input and display marked up text.

• Compose email/print for bulk miner mailer.   & View Sent SMS/Email
• Would occasionally crash. Generally would crash on fast computers due to threading issues, should now be fixed
• Should now work via remote access.  (Requires rebuild of remote client)
• Embedded Spell checker. Fixed spell checker to not kill selected highlight when spell check runs
• minor visual and usability improvements. e.g. keep displaying highlighted text after losing focus.

Other changes

• PC EFTPOS : prepopulate MOTO with on account card details if any
• Payroll : allow creation of recurring payroll items. Automatically added to every pay slip. Recurring items are pro-rataed
• Added diagnostic logging for nags and alerts, such as "Are you sure you want to continue?" type nags.  Previously from diagnostics we could only inferr what users were selecting for such screens when providing tech support. This version explicitly records nags that appear and what buttons users select in those nags to help us with future diagnostic / tech support work as it comes up.
• Spares on order report. Organise by franchise name + partnum. Break report into sections based on supplier when 'everything' print is selected

Minor bugfix with 4.682.  View SMS/email and bulk miner SMS/email screens broken.  Now working again.

Includes an untested tweak for Kwak Fiche importer. Importer currently broken. hopefully changes here fix it, but not thoroughly tested so may remain broken still.

Paypal integration bug.  A days worth of weborder paypal txns have come through which c9 is not able to process correctly resulting in c9 showing a garbled list of paypal ops completed so far and c9 not able to allow the affected sales to complete. Tweaked c9 to cope with these ones, show correct data and allow completion.  C9 was misidentifying list of 'child' txns that were connected to the original order.  Mostly impacts dealers that perform high volume sales on web with multiple open paypal orders running simultaneously. Only affects paypal orders submitted on over last 2 days.

• 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