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Release 4.661 February 7, 2017 barney
  • Yamaha part enquiry.  Now working with new dealer connect
  • Ficeda part enquiry : - still BROKEN waiting for some details on how ficeda + new dealer connect work
  • Bugfix with surcharge rounding on workshop jobs. If surcharge rounding differs from normal rounding workshop jobs with surcharge will usually fail with GL journal errors. Now fixed
  • More blind guesswork on Harley PAM Order File...
  • Print Order : Show ordertype on printout Daily/Stock or Alt Order
  • Spare parts receive: print reserve instead of tax invoice if there is no taxable supply on the receive (i.e. deposit surcharge).
  • View change part: view web images. If underlying pricefile item has web items but not the stock item then mess with the price file items.
  • Payroll development progress
    • Manipulate employment terms on staff, dates etc.
    • Computations : leave accrual and expenditure.  Non auto HELP/MLS arrangements.  Salaried income.  Claim threshold. LWP Pro-rataing. Non resident 16/17 tax tables. Compulsory Super. Exclude leave loading from super.

 

Release 4.660 February 3, 2017 barney

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

Payroll - This version includes early non-functional work on a payroll system.  Most of foundation is there. Pay runs, PAYG calculations, managing wages, overtime, annual/sick leave public holidays etc are largely implemented.  A functionally complete alpha version is still approx 4 to 6 weeks away.

Pricefiles - Link International is now in C9 Price file Repository

Accounts - For 2 decades c9 has used brought forward accounting. Brought forward doesn't track which invoices are paid and which invoices are not paid instead it tracks overall balance as of current,30,60,90+. Over a year ago, In Oct 2015 we added an optional layer over the top of this to help track which invoices are open and which are closed providing open invoice tracking.  But this tracking is independent of original brought forward behaviour. Effectively c9 now has both mechanisms, it currently substantially favours brought forward for historical reasons.  Because of this the aged balances as reported by brought forward vs aged balances computed/implied by open invoice can be and are often different (Account balances are perfectly in sync, it is only the aging that varies). The open invoice implementation has proven to be as reliable as the brought forward implementation so we will be in the near future providing a facility that allows switching from brought forward to open invoice where optionally aged balances that are paid off are no longer settable but are computed based on which transactions are still open.  This version includes a couple of interum measures to help facilitate better syncing of aging data without providing actual computed aging across all relevant facets of c9.

Other changes - Mostly tweaks and bugfixes. Specifically

  • Account Balances
    • Setup - >System and database. Include a new database task that syncs aged balance according to open invoice list to aged balance in c9
    • Add transaction: when selecting invoices to pay factor in those invoices when computing default aging periods.
  •  Spares
    • Import spares quote involving a customer and customised discount settings.  On import customised discount setttings would be overloaded with customer default discount settings. Now fixed to use the discount settings as set on the quote
    • Receive order. Provide part search box to search parts on receive list
    • Dead stock report. Include filter option to show the opposite: live stock
    • Orderbook : show qoh/min/max qty for items in the book that are stocked
    • Discount % holding.  A design problem with this is not updating discount % on importing price file for suppliers that provide accurate pricing data.  For majoritry of  suppliers price file should be more or less accurate. Discount held was created for accoessry suppliers where things are a bit messier where dealers might get special pricing regimes that are not encapsulated on price file.  Added a new setting on each franch which disables, by default, discount holding.  You need to goto add/edit franchise -> advanced to explicitly enable holding.  By default all franchises will have this option disabled
  •  Workshop
    • Show tally of effort for all uncompleted jobs in main workshop screen
    • Workshop profit report : would misidentify supplier warranty work on floorstock as internal work. Now fixed.
  • Units
    • View invoices units. Show sales rep. Provide option to modify sales rep (only accessible to logins with admin permission)
    • Track an expected pickup date on deals
  • Miner
    • Allow query by country code
  • Other
    • Docket printing : added support for margin indenting. Accessed via setup
    • Profit summary : missing internal preassembly costs on units for labour+other+ws spares (spare parts were there). Now reported
Release 4.659 January 23, 2017 barney

Bugfix. Version 4.658 broke setup screen.  Now fixed.

Release 4.658 January 19, 2017 barney
  • Spares
    • Import Polaris EPC. Drop requirement to provide login credentials
    • Import Spide Parts images.  (Pending changes from spidi website owners)
    • Bug: Retain Supercession data feature added in last version worked on global level even though setting appears in edit franchise it actually incorrectly applies to all franchises in prior version. Fixed so it is franchise level setting. After updating you'll need to reapply setting to appropriate franchises.
    • NLA supercession filtering, increase field size to accomodate Yamaha's version of NLA (9999999999).
    • Cash refund : provide option to refund to customer as a deposit (i.e. store credit), saves time having to wrangle separate operations for this fairly common usage pattern
      ins
  • Workshop
    • Clocking : allow operator to modify labour line item description while clocking off existing job
    • New report: show jobs on hand and parts bolted to job as at a specific date (defaults to July 1 prior to date report is run). Something some accountants want if one considers parts bolted to a workshop job in progress as part of shop inventory
  •  Units
    • Show profit margin on following screens: View Unit, Modify unit and add sell unit
  • Other / Misc
    • Simple add image + description for website parts. Filter out non ascii characters to improve JSON API access and webpage rendering
    • Sync website orders.  Cope with non latin character set characters such as "Gjøvik".  Encoding of c9 database at this time cannot cope with extended character sets under all circumstasnces so such things can mess with c9's online backup processes.
    • Manage webcontent : implement more rigourous transliteration instead of just diacritic trimming, so either Gjøvik or Köln will asciify fine.
    • Manual backup: ignore temporary tables tmp_accntfilter and tmp_partsearch (temporary tables used to optimise filtered search results)
Release 4.657 January 11, 2017 barney

Includes database changes. You need to log out of all terminals as part of upgrade.

KTM Dealers : KTM pricefile can now be found in c9's central price file repository.  Other important changes for managing KTM price files documented here below.

  • Spares
    • Added new switch to add/edit franchise for handling supercessions.  When set, if there is a supercession in c9 but it isn't on a price file being imported, then the supercession in c9 is preserved. This is especially important for KTM and Husky since the new computer system generate price files with supercession data missing.  KTM/Husky dealers. You want to set this option. See screenshot below.
      butmacsupers
  • Giftcards
    • Track new field - expiry date
    • In giftcard show/filter based on expiry status
    • Print expiry on giftcard if set
    • On enter in giftcard alert if giftcard is overdue (but still allow sale through. Expired giftcards need to be processed manually as there is potentially a GST implication on them).
  • Workshop scheduling
    • Modiify job: allow selection of a new scheduled mechanic
    • Job wrangling on scheduler : automatically create a task when a scheduled mechanic is selected if no task is already in play. Also allow auto switching of mechanic this way.
  • Bugs/tweaks and little fiddles
    • Weborder processing. Tweak contact merge screen so it is more visually obvious what differences are between details entered on order vs details on file.  Also throw up a nag if there are differences.
    • Added some non functional database changes in preparation for some near future tweaks to how paypal integration works.  Will open up some new possibilities with paypal such as raising new paypal invoices to add/cover off excess freight charges all within c9.
    • Bugfix : under some circumstances a page on a printed/emailed report can appear on the next completely random report you generate. Should now be completely fixed
    • Bugfix: import GST exempt spares quote would not flip point of sale into tax exempt mode. Now fixed
    • Spares receive SMS notification window. Do not show parts ordered for workshop or deals since these never send out notifications anyway.
    • Modify contact.  3 letter country code is now displayed next to country name.  C9 accepts either full name or country code. (C9 tracks country as code)
      countrycode

 

 

 

Release 4.656 January 5, 2017 barney

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

  • Multiple Workshop bugfixes with fixed/capped pricing listed below. Now fixed.
    • Price setting broken when invoice contains other items with line discounts on them.
    • Also broken for GST exempt sales
    • Also broken when trying to set a price that doesn't round to default rounding boundary.  Ignore invoice rounding for fixed/capped jobs
  • Spare parts description search
    • Generally should run alot faster. Especially for big searches across all price files. i.e. searching for 'kit' or 'screw' across a million or so parts.
    • Allow description to do partial wildcard matches.  i.e. 'sunglass'  will match 'sunglasses' but 'sun*' will match anything that starts with 'sun', including 'sunset',  'sun' and 'sunglass'.
  • Contacts search
    • Also optimised to run faster. Especially when there are multiple search terms.
  • System level changes
    • Added new switch to disable monitors such as sms reply checking. (For software dev only).
Release 4.655 January 1, 2017 barney
  • Spares
    • Import KTM EPC.  Tweaked to cope with changes to factory website
    • Tweak EPC import so can easily switch from remotely linked diagrams to locally installed.
  • Workshop
    • Workshop global and jobtype based checklists. Only allow admin users to modify.
  •  Units
    • Allow selection of a supplier on rebate. On collection, records as a supplier credit against the supplier.
    • Print unit labels.  On purchase unit and view unit.  Especially useful for P/E bits.
  • Miner
    • Customer query. Type filter 'Any' redefined to be cash+account customers only.   Added new filter All, which includes archived contacts.
  • Other
    • Tweaks to c9 lease/account reporting.

Additional:  New version of remote client installer is now up.  A few minor tweaks and issues, e.g. company logo not printing on reports when running via remote.

Release 4.654 December 20, 2016 barney

Just a few minor fixes and tidies

  • Boss Web Magician query. Should be working now.
  • View fiche via remote client.  Previously would warp and stretch the image. Now fixed
  • Unit sale with workshop pre-delivery.  Spares items were not billing for spares currently on order. Now fixed.
  • Paypal payment processing.  Make errors more obvious on screen and display actual error message paypal returned
Release 4.652 November 30, 2016 barney

Includes database changes. Need to log all terminals out during upgrade

  • Spares
    • Stocktake adjust screen. Show variance, old and new QoH to help facilitate variance based stocktaking/verification.
    • Receive stock, new option to distinguish between receiving goods with and without a tax invoice. See screenshot below.
      • Subsequent invoice can be added against the supplier at a later date (via add payment)
      • Received goods in general ledger are balanced against new liability code : "Goods yet to be invoiced" (2-6200)
      • New option in add/edit franchise allows you to default a franchise to receive only
    • Receive stock bugfix. Import previous incomplete receive was not refreshing total pricing. Now fixed
    • View Invoice/Quote : provide a convenience button to access new point of sale session based on selected quote/invoice.
  • Workshop
    • Record sublet as invoiced from within edit sublet item : allow recording of invoice ref #.
    • Browse purchase orders : show ref #
    • Browse purchase orders : include filter option that filters on job card no, ref, description etc.
  • Units
    • Print paperwork.  Dodgy data such as things copy pasted into c9 can cause print paperwork to fail with an error. Now fixed.
  •  Business
    • Remittance details. Ability to print different remittance details on different invoice types. e.g. different bank details for bike sales compared to spares/workshop invoices.
    • Data Miner
      • Allow link invoiced and ordered items to stock items
      • Allow link invoiced items to invoice
      • Allow query invoiced items as primary query item
      • Bugfix, many part number based joins in miner broken. Now fixed
      • invocice item query : allow filter based on date

receivegoods

Release 4.651 November 21, 2016 barney
  • Spares
    • Honda HOOS check. If part qty is zero or insufficient, also return B/O ETA.
  •  Workshop
    • Record clerk key on unpickup job.  Provide an activity report on a job card via view job.
    • New job / complete job. Do not overwrite unit odo/hours if no odo/hours set on job card.
  •  Units
    • Added Rego (C) and Transfer (B) forms for NSW paperwork
  • Fixes and tweaks
    • Bugfix with workshop report.  Internal job total inc line and tally wrong
    • View/Change part. A few visual tweaks so it can handle window resizing a bit better

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