Recent addition of prioritised order receive items broke orderbook search functionlity. Now restored.

Requires database changes, you need to log all terminals out during upgrade

• Bug fixes
  • Another serious bug, the system will not save the first transaction of the day under some circumstances. Now fixed (daily lease test was messing up database transaction frame, previously it 'worked' but transaction frame handling was incorrect and could result in subtle problems for most transactions, this was fixed, but the 'fix' broke the first transaction of the day)
  • GL journal error: Correct balance from -ve debtor to depositor balance would not work. Now fixed, (debtor txn is written as a payment reversal, not a debit now, which is probably more correct anyway)
  • Paying for invoices using combination of vouchers and other sources (i.e. customer deposits) could result in voucher being overbilled.  Example, workshop job with customer deposit and a voucher. System would not offset customer deposit from the voucher.  Now fixed.
  • Profit summary report, design of the report meant it cannot work when start date was set to Jan 1 2015,  now fixed.
• New features
  • Receive orders,  system allow allows you to configure receive fulfilment priority on individual order items prior to receiving the item. So you can for example, force parts to be stocked over fulfilling customer parts orders.  Parts can be configured via order book with Very high (+2), high (+1) or low (-1) priority.
  • Workshop : can now flag internal dealership jobs as warranty repair. Such jobs will not appear against unit costings
  • Workshop weekly planner : now can filter based on location
• System changes
  • Added database level constraint verification of posted GL ledgers, so system no longer relies on GL constraints being enforced in software, it is now also enforced in the database itself

More obscure GL related issues (this will take a version or two more to get solid).

Firstly, handling of GL Records for unit sale on road costs where on road cost is being borne by the dealership was not constructed correctly, now fixed.

Importantly, I found a bug where system was allowing unbalanced postings to be written into the database.  Made necessary corrections and fixes, respectively damaged postings. Damaged postings only occur under rare circumstances, due to incorrect database transaction management.

• Some more obscure GL related failures, with unit deals
  • Was not handling convert deal to sale using deposit on customer account.  Fixed
  • Was not using correct GL code when converting deal to sale and using external unit deposit. Fixed
• Manual backups were complaining about sequences on newly added journal tables

A number of bug fixes related to recent release

• General Ledger fixes
  • Was failing to write no cash collected type sales under some circumstances now.
  • Following invoice scenario would not write/save.  Refunded spares + an order + deposits on order where total deposited > refund
  • Changing instrument on existing activity record
  • Taking payment on previous no cash collected activity item
• Very serious problem with receive order if you select to receive an order with no parts (i.e. freight only) the system would potentially SMS a huge number of unrelated customers based on parts ordered years previously.

• Receive order. Recent changes affected how receive backorder would work. Resulting report would include absolutely everything on back order, where previously c9 would only list things where there has been an actual notable change.  Reverted to prior behaviour.  (Note : this did not impact sms/email notifications to customers, merely the receive report, so was merely wasting paper and wasting records in the database)
• Import KTM fiche : allow window to be resized so you can see long description items
• General Ledger bugfix on pickup workshop job being partially paid for using  deposit on customer record

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

This version includes two major additions.

General Ledger

C9 is now backed with an internal general ledger.  The Ledger only covers sales related items at this time. CoGs is mostly complete except for spares CoGs (to be added at a later date).

This change will hopefully make your accountants jobs much simpler through newly included ledger reports.  Making it easier to extract information on sales, GST inputs and liabilities, assets and performing tasks such as reconciling income, cash assets etc.  The Ledger stuff is completely invisible, nothing has been changed in how c9 behaves so for users of c9 they don't need to worry about the ledger or need to learn how to work with it. Under Business is a new section General Ledger which provides all this info.  Note that this change is not retrospective, only sales made after upgrade will appear in the GL.

The chart of accounts is fairly straight forward. For specific questions from accountants about GL structure in c9, contact c9 support.

Selling ordered parts before receiving them into c9

C9 now includes the ability to sell a part put on order before you actually receive it into c9.  Consider, the courier has just dropped off a stack of parts, and one of your customers has at the same time come into pickup some of those parts. Previously c9 would not let you do this until you receive these parts in.

Some dealers have requested c9 include negative qty on hand, we have stridently refused to do this because we believe this 'solution' doesn't model the business problem correctly and creates more problems than it solves. -ve quantities is a mainframe 1980's approach to this problem; modern IT solutions should and can do much better than this!  The problem with -ve is that you don't know why it is negative, how that -ve figure is mixed with actual stocked items and items supplied but not received, and quickly stock levels become a complete mess, we know this from converting other dealer systems to c9 which permit -ves.  This is especially prevalent for shops where inventory management discipline is poor where orders are not received promptly, in such environments, providing tools that create greater opportunity for inventory tracking errors can only increase inventory tracking woes.

Our solution flags parts on order as having being supplied already. So there is a carefully tracked and itemised list of items supplied before being received.  You still need to receive orders into c9, but c9 knows which ones have already been provided and which ones should stil physically be present.  A number of screens and reports around ordering have changed to display quantities already handled.

The solution allows you to sell parts ordered for stock in this way too, as well as supply parts destined for customer prior to receiving the order.

In point of sale, you keyin a part to supply. Normal parts already on order screen appears, pick the customer.  It will import order with part quantities preset to what c9 thinks has been supplied. You can then modify quantities to force supply the item, c9 will interprete  this to mean that parts have physically arrived but not yet received and will flag items on your order book accordingly.

For parts ordered for stock, on forget/order/sell screen if you pick sell c9 will ask you if you are supplying from parts on order but not yet received into c9 and will take appropriate action.

Tweaks to edit web content for image gallery.

• Preset selection on first gallery item when editing
• Increase size of allowed URLs/hyperlinks

Bugfix : DB scanner on stock and master broken by recent changes to improve text based searching/indexing of these tables.  Functionality in scanner now restored.

• Local backup : do not backup images sourced from supplier websites as these can be readily reconstructed
• Import parts images
  • Do not import images which cannot be reprocessed/resized, such as exotically encoded, CYMK type images.
  • Improve image renaming logic to filter out non ascii and better handle URL encoding
• Website mapping : only create structure based on stocked items was busted. Now fixed

Includes database changes. You will need to log c9 out during upgrade

• Added notion of locations into c9.  Very early stages for this functionality.  Can be used to track locations of jobs.
  • Different terminals can be configured with different locations via Setup -> General
  • When creating a job you can set a location. Defaults to terminal location
  • Can modify location
  • In main workshop job screen you can filter jobs by location. either show all jobs or show only jobs that below to a specified location
• Paypal integration : on select instrument structure it so user has to work hard to select a payment method other than paypal, it is still possible, incase it is ever needed but requires user to unlock other options
• Unit invoice : fit more on a single page to minimise page overflow
• New workshop report : todays jobs. Shows jobs expected to be received or jobs starting today
• Create customer from web order.  Now sets customer contact correctly
• Browse fiche : behaviour of preset franchise on browse diagram was a bit haywire. Hopefully new logic is both intuitive and useful