• Changes to unit formula calculation to better support SA stamp duty under $3000 by introducing a compact 'case' function which better handles expression of bracketed stamp duty rates.  Can be used to possibly simplify other bracketed stamp duty systems.  See below example formula for SA.

case(int(({DutyValue}+99)/100),x>=30,(x-30)*4+60,
x>=20,(x-20)*3+30,x>=10,(x-10)*2+10,x>=5,x,5)

Even more compact Version:

case(int(({DutyValue}+99)/100),x>30,x*4-60,
x>20,x*3-30,x>10,x*2-10,x>5,x,5)

• Bug fixes with printing deposit on Docket printouts where tax deposit is disabled (now hard coded default in c9 for past few versions). Deposit should be printed below tax invoice total and be factored in when calculating balance; same as how A4 invoices currently print.
• Tweak with import Honda EPC : permit null year imports which will allow power equipment and marine fiche diagrams to be imported.
• Print spares order tweaks
• Memorise checkbox options on a per franchise basis
• New checkbox option : collate.  When selected if a part appears on order more than once (i.e. 5 for stock, 3 for invoice #xyz), then collate into a single row on the report.  Mirroring how existing export orders behave.

This release contains a number of improvements for quickbooks integration

• Optionally synchronize freight component of invoice onto synced bills
• Ability to Optionally set tax code used for stock and freight line items
• When mapping a new supplier for the first time preset expense/freight/accounts payable and tax codes

Note that c9 nows connects into Quickbooks in a slightly different way so you'll be forced to reauthorise c9 to access quickbooks after upgrading.

Includes database changes. You will need to log out all terminals after downloading the update.

Overhaul how workshop insurance jobs are managed.  Existing process is a bit clumsy.  Specific changes:

• Insurance company is tracked separately on a workshop job from job/unit owner; whereas previously the owner would be set to the insurance company.
• Company is set on create job ( or create estimate) and can be changed via modify job
• Account customers can now be flagged as being insurance companies
• Invoice printout and account records created for insurance jobs differ slightly
• Print 'excess' instead of 'deposit'
• Transaction record on monthly  statement indicates 'excess' instead of 'deposit'

Other tweaks:

• Added a new configuration switch in setup to control behaviour of min qty re-ordering in some circumstances.  Previously if you set minqty ratio to something the system would also limit qty re-ordered to the qty just invoiced out that triggered the reorder.  For dealers that don't do stock orders as often as they should this can be problematic.  This behaviour is now a separate checkbox option in c9.  Checkbox default upon upgrade is set to logic that existed prior to this change.
• View/Reprint Spares invoice : allow user to view and modify note attached to the invoice

• MYOB Synchronize.  Was not working with older version 17 of MYOB. Tweaked information c9 sends so now older version is hopefully happy.
• Miner : permit query on unit interest rate and end of interest free period
• New UI design : do not map F10 to miner.  F10 is a commonly used hotkey for continuing in some workflows.  Hitting F10 in a screen which is not hotkeyed for F10 is a common usability issue with the new UI
• Dead Stock Report : option to organise parts by partnumber (as per previous), stock quantity or stock value.
• Print spares invoice. Recent changes to force deposits non-taxable had an unintended consequence where 'print not paid' option is enabled in setup (an option only a few dealers use). System would print 'not paid' on invoices because it was not factoring in reclaimed deposit on pickup items.  Fixed by exploiting recently added ability for system to explicitly track whether or not 'cash not collected' as selected. Only print amount yet to be paid if this flag has been set.
  
• Payment method surcharges
• Permit configuration of surcharge % in setup.  This will lock surcharge so operator cannot modify it. Old behaviour of allowing operator change surcharge is still supported and applies if the setup based surcharge is left blank
• Show total of the payment method + surcharge in surcharge screen.
  
• Spare parts invoice : remove wording 'spare parts' from report name and emailed attachments. As spare parts invoices can be invoices for things other than spare parts
  

Bugfix with last release for F12 pickup where system is configured to use price at point of sale on pickup.  Was adding GST to retail twice for items increasing retail by another 10%. Now fixed.

• Bugfix with F12 customer order pickup.  Was inheriting wrong stock buy prices. If there was more than one part on the order it would apply one of the parts stock buy price to all parts.  Only an issue when viewing part details. Now fixed.
• Job card : print job items such as parts on the card
• Clock off : modified work flow a bit to hopefully reduce human error inputs when choosing between clocking off ready for another job or clocking off for end of the day
• Spare parts pickup : when parts where originally done on receipt basis with a cash deposit collected and when parts are picked up on account customer the transfer of deposit from original receipt to customer account was not being handled correctly. Now fixed.
• Spares parts order parts for customer. Warn user if they have not selected a customer and not keyed in an order number : i.e. don't create an invoice for ordered parts without any identifying customer information

• Spare parts pickup. As soon as press F10 perform customer GST exempt and customer account deposit checks. Previously user could F10 past this screen without system asking them whether or not they wanted to use deposit on account.  Now it will ask the question upon initial entry into complete screen.
• Unit bugs and tweaks
• Deal : freeform spares items on a deal do not behave correctly.  Cannot be re-accessed or edited via edit spares.
• Deal: freeform spares costing information is lost and reset to zero when freeform is added onto a deal but not immediately invoiced.
• Rollback sale : provide option to convert sale into a deal to make fixing errors a little easier.   Normally rolling back retains most information to retry sale with minimal effort but some information needs to be rekeyed. Specifically spare parts added onto a sale.  Selecting rollback sale onto a new deal avoids this double entry.
• Workshop bugs and tweaks
• Modify spare part line item. Option to key in line discount as a %.
• Workshop complete/pickup & modify screen. Show line item discount so user has visual indicator which items have been line discounted
• Estimate option to set estimate to supplier RRP costings instead of setting to dealer prices and discounting down to supplier RRP
• Print spares line discount option for spares point of sale now influences how workshop invoices are printed.  Will print line discounts if following conditions are met:
• spares line option in setup is selected
• workshop job contains at least one part with a line discount
• workshop discount scope is set to 'spares only'
• Other tweaks
• Spares profit summary : show grand total

Includes database changes. You will be required to log all terminals out during upgrade

Bugfix with crediting back spares invoice which mixes line discounted and group discounted prices.  Under some circumstances group discounted item would incorrectly inherit line discounted discounting.

Clerk report bugfix : do not include spares returned from workshop/sales department back into spares.

GST on spares deposit.  Removed configuration option and forced deposits on spares to be GST exempt. As per GSTR 6/2 and as per other parts of c9. Previously was a configuration option in c9.
GSTR 2006/2 (a GST tax ruling from 2006) indicates that GST is not payable on deposits when taken for the promise of goods being supplied. Only if the deposit is forfeited or when the goods are supplied does the GST then apply.

No cash invoice list has been substantially improved.  Tracking whether or not user explicitly select no cash is now in place instead of second guessing and getting it wrong in some situations (i.e. spares pickup where original deposit covers cost of received spares would appear in old no cash inv list). Also tracks amount of cash that was expected to be paid. The change is not retrospective though. Only transactions created after the upgrade will be properly tracked.  Consequence of upgrading to this version is that no cash inv list is effectively cleared and only new transactions will potentially appear in the list.

Security : new login user security switch to disable access to business.  On upgrade all login users will be automatically added into this group.

Miner: workshop job description would clip to 20 characters. Now fixed

Business charts : new chart to show % of year on year retained units.  Units dealership sold that appeared back in the workshop.

Business analytics : added options for Suzuki Service KPI

Changes to spare parts refunding to better cope with line discounting. Previously line discounting functionality was not added into refunding b refunding under most circumstances would hack out the correct result. There are some situations though that did not work.  Especially refunding an invoice which mixed line discounted and group discounted items.  New change allows view/modification of line discounts on refund and correctly handles refunding of a mix of discounting schemes.

Account portrait statement : print word 'STATEMENT' on the statement.

Bugfixes relating to converting estimate into workshop job

• Make sure parts are added to job in same order they are on the estimate
• Subtle bug on import estimate means parts will be added with wrong retail price but will have discount set to compensate.  Consider two parts:  Part a $100. PArt b$20.  Part A would be added correctly. But Part B would be added at $100 less $80 discount.  Now fixed.