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

• New paperwork
  • NSW: Form 7
  • QLD :  unregistered vehicle statement to be signed by customer
• Spares
  • Print supplier reorder number on receive spares sheets
  • Point of Sale, status line showing OT: ST: GT: M: could clip when dealing with lots of info.  Increase size on screen.
  • Print invoice notes on credit note (previously was printing on invoices only).
• Contacts
  • Merge contact : do not delete old contact. Instead flag them as archived (just in case)
  • Merge contact : merge stock and order history to cope with merging of supplier contacts
• Spares
  • Move parts : provide option to move details of parts on active order/reserve and/or move entire part history
  • New magician integration: Steve Cramer, Stihl and Ron Angel
• Units
  • Deal : allow user to key in detailed notes on  a deal
  • Deal : access deposit history information
• Jobs
  • Some new colour codings to highlight:
    • Booked jobs expected to be received today or expected to be received before (todays receives and/or no shows)
    • Booked jobs where receive and start date differ (could be rescheduled jobs where customer has not been informed)
  • New/modify job. Disallow start date < receive date. You cannot start are job that has not been received!
• Other:
  • Stock re-order monitor/reminder broken since changes to consolidate suppliers+customers as contacts. Now fixed

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

Bugfix : print receive parts, would print all order notes ever created for a given part destined for stocking, not just notes attached to the specific order involved.  Now fixed to only print notes relevant to the order just received.

Bugfix: Newly added transaction allocation/open invoice system could cause system to refuse to cancel an invoice under some rare circumstances. i.e. cancelling an old workshop job on account which has a debtor balance owing involving partially paid invoices. See illustration below. Now fixed.

Bug fixes

• Workshop
  • Qty displayed on ordered items was incorrect. Would display '1 of 2' when it should of displayed '0 of 1'
  • Pricing on screen for items on order completely wrong. Now fixed. (Was not impacting calculations or invoicing, just a screen error)
• Backup : remove extraneous database sequence (manual backup was complaining about it)
• 'Pink screen' c9. Do not purge old c9 program files.
• Web orders. System could resend old web order notifications, even years after the original order, for systems where invoice numbers were reset back to 1. (typically done when a change of owner occurs).

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

• Accessory suppliers now merged in with customers.  More preparatory work for creditors.  Customers are now contacts, a contact can be either a customer or supplier (or both). To be added soon (in future versions of c9)
  • A 3rd balance : supplier balance.
  • Ability to add supplier transactions : bills, credit notes, bill payments and payment refunds.
  • Bill tracking and payment notifications
  • Tracking of capital purchases/assets.
• Bugfixes
  • Resize workshop spares window, didn't relocated buttons correctly
  • Convert workshop estimate into job, was not handling units of measure correctly within new job (import estimate in point of sale works okay)
  • Order query broken (with recent changes to supplier. Functionality now restored)
  • Point of Sale F12 pickup.  F6 non stocked item and edit price file, c9 forgets that part is being received and part remains in orderbook as uninvoiced.  Now fixed
  • Miner queries on suppliers would fail (not mapping to correct SQL column name)
  • VicRoads authority form: print SOLO instead of type. Print compliance date not year model.
• Tweaks
  • Print customer code as well on transaction receipts.
  • Workshop : show customer icon
  • View workshop job : show qty on order, show discounted price.
• New merge on pickup feature, coalesce interesting details from merged invoices into a note. Display note. Specifically:
  • Order number if not blank and different from workshop job.
  • Any notes left by customers on adjunct weborders and/or invoices.

 4.581: Patched add supplier. Was not setting customer/supplier flag correctly.

 4.582: Patched view/modify contact. Removed ability to delete (can only archive now). Tweaking naming from customer to contact in some spots

4.583: Bug could stop upgrade from working due to mismatched lengths of phone numbers on older supplier record and customer record

• Ability to merge multiple spares order/reserve/layby pickups into a single pickup.  When you F12 pickup if there are merge candidates c9 will ask you if you want to merge. Constraints on this functionality:
  • Same customer
  • Global discounting options on original invoice match. (i.e. same discount scheme and %)
  • Invoices have at least one part pending pickup
  • Are not paypal initiated weborders (other web orders will merge okay)
• Visual improvements to layout/alignment of newly added QLD form10 + form12 paperwork.
• Profit summary :print report date range
• Modify Account bugfix : options to set individual early/late payment options not working correctly.  Options actually work but ability to alter them on the modify screen is problematic. Now fixed
• Browse web orders
  • Allow searching by order no
  • Allow filtering on things like name, email address, account code etc
• Browse receive orders
  • Allow filtering by franchise/supplier
• Printing : for print jobs that have a print preview provide a mechanism to memorize and reuse that specific printer instead of default invoice/report printer. Memorized printer works on subsequent prints even if no preview is offered.  Allows for very fine grained control as to where certain jobs go. i.e. ability to print job cards on paper from a different tray that has higher GSM. Does not apply for label printing as label system has it's own fine grained control mechanism
• Fixed an unusual and rare bug that has been in c9 for a very long time.  Some browse lists under very limited circumstances would create situation where data would repeat and loop forever. Happens when scrolling up through dates or times and top of the list contains records with blank dates, noticed it in browse received orders.  [Cause: bounding on key field of date was not coping with iterating before null dates due to wraparound. NULL ould goto -1 which decodes as 1801.  Arguably dates shouldn't be using bounds optimization anyway, bounds is supposed to optimize limited set ordinals in composite keys, dates are not ordinals.).
• Picking up $0 workshop job on account would fail due to debtors now no longer allowing $0 invoices. Now fixed.

Fixed stocking analysis tools. Recently accessory supplier changes broke them.

Bugs fixes and tweaks

• accidently removed contract of sale from QLD paperwork bundle when adding Form 10  + Form 12. Readded
• Receive Order,  change retail price via ratio % does not actually save adjusted retail price. Now fixed
• Bulk import stock take
  • was not working with recent supplier changes
  • if part does not exist, limit master file search to indicated supplier name if in the provided excel file
  • better error reporting
• View dealer units : memorise list/table column size adjustments on each terminal
• Generate order : was not working for accessory suppliers due to last update. Now fixed
• Generate All : was miscalculating what needed to be generated due to incorrect handling of supercessions

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

Victoria contract of sale : print Schedule 4 instead of 3 if sale is a new unit.  Print New/Used on contract particulars page.

QLD paperwork. Included Form 12 (Cooling off) and Form 10 (beneficial interest)

Debtors balances. C9 can now track paying off individual invoices providing an optional open invoice accounting mechanism.  When you add a payment you have the option to select which invoices you want to pay off (c9 will pay off invoices in order they are added to system by default).  View transaction screen visually shows which txns are paid off/fully allocated and how much remains. The implementation is completely transparent from existing brought forward implementation of debtors and does not modify existing functional behavior in any way whatsoever so those who don't want to use it will see no functional changes and can ignore this.  Supports unallocated payments too, so if you record a payment c9 will automatically pay off future created invoices. Handles creation/deletion of debtor adjustment correctly, automatically unallocating and reallocating as needed.

Major overhaul of accessory suppliers correcting 20+ year design issue with how suppliers are internally tracked in c9.  You can now safely modify suppcode of suppliers without loosing link between suppliers and stocked parts. This is the first part of a larger initiative to add creditors into c9 (open invoice accounting above is also part of this project).

Bugfix with selling unit on finance and recording deposit at time of sale.  Invoice printed would show payment method for on road costs. Now fixed so not do this.

Tweaks to support importing of Serco invoices. (Serco PDF files include a scaling affine transform to stretch text across the page.  C9's handling of affine transforms was naive, now improved to only filter things that are rotated by something other than 90/180/270. Scaling and flipping/mirroring such as landscape flipping should now be okay)

Tweaks for ongoing efforts with web based service reception, tweaks that allow for faster updates of unit/job details. (Force online backup to immediately sync triggered via remote command).

Unit paperwork : include Vicroads Online Dealer Authority Form

Receive order : Remove 'do you want to add part to stock?' nag screen. Just add it to stock every time

Bug fix with credit note.  Credit note involving unreturned stock not writing invoice total correctly (credit note worked okay for returned stock, just not for unreturned stock)

Floorplan tweaks:

• Show interest free/payout date on browse dealer units
• Open floorplan report : keep report condition window open
• Open floorplan report : allow simple model filtering to quickly print report on all SX250's on floorplan for example

New SMS reply feature. New config option in Setup -> Notificiations to disable notice of new SMS reply on a given terminal. So you can set things up so only a couple of terminals in the shop will nag when a new SMS has been received.

Bug fix: Unit of Measure issues when forcing sale of UOM below qty on hand. Would sometimes throw journal error due to rounding, also would stuff up recording of qtyonhand by not resetting subqty correctly, meaning stock would never actually go to zero if oversold. Now fixed

Import PDF invoice: could not handle Monza invoices where word 'COPY' was written diagonally down the page. Ignore all text that isn't aligned along the exactly vertically/horizontally.

Update on invoices c9 can now import: Cassons, Cykel, GP, HuskyPE, JTR, Kawasaki, Mcleods, Monza, Whites, Yamaha / Ficida.