MYOB sync spares receive: also sync freight component of the invoice.

• MYOB sync : previously was syncing all receive spares invoices as a single bill into MYOB.  Now syncing as separate individual bills
• View unit:  show date of last curtailment/paid out date
• Unit reports: new report - display all floorplans paid out in the reporting period

• Clerk key security  - add new security option : to make sure only limited staff can do a sale where cash-till result is no-cash collected/deferred.  Note that this change forces a change in order of point of sale operations. Previously you would key in the clerk key and then select payment method. This change switches the order.  Clerk key is provided after payment method is selected.
• Login security - add new security switch 'Mechanic only'.  For login user with only this switch set, they can only access job clocking functions. It is impossible to view any other part of the software.
• Clerk key entry : if clerk key does not have permission then explain why permission is denied
• Unit reports - new report. Purchase report. Shows purchase costs and writebacks (for tradeins); organised by unit make.

• Installed new MYOB security access key. This one appears to work.
• Cash till report - allow users to key in -ve amounts for EFT takings (also permit negatives for CHQ and Misc)
• Business Audit Report : prints business recent activity records in order they are added to database. Useful for auditing business behaviour, such as accidental modification of transaction dates/times which can throw cash-till report out.

• Harley Davidson KPI reporting
• Workshop profit reporting ; added ability to slice/dice profit figures across different considerations. i.e. unit manufacturer, type of job etc.
  
• Export Price file : auto-create and default to a folder called pricefileexport
• Process web order : make view/merge screens more keyboard friendly so they can be stepped through faster
• Spares quote : default to either receipt or invoice depending on customer type
• Credit note - default cash refund based on whether or not original invoice was a receipt or invoice. Previous behaviour was to look at status of account customer only and default based on that.
• Miner - make report aggregation case insensitive. i.e. Suzuki, SUZUKI, and suzuki all aggregate to a single record
  
• Accounting package sync - MYOB sync appears to be silently failing for a customer; with no record anywhere as to why.  Added more logging information and application feedback in order to try and understand cause of the problem .
  
• Online backups - computer memory usage running very high on server.  Partial changes on server to fix this.  Further changes included in this release to further alleviate the issue (changes to network compression algorithms to not compress so aggressively)

MYOB Integration completed.  Initially supports synchronization of spares orders to MYOB (same as Quickbooks)

Wll add some posts shortly to explain how to

• Setup your MYOB so it will integrate with c9 ( AccountRight Standard edition only. Premier edition is supposed to work automatically)

• Perform synchronization via c9

• Workshop status: added new status  - booked in.  Behaves almost same as in progress.  'In progress' jobs designate jobs where unit is in the shop and work has begun.  Booked In jobs are jobs where job is booked to begin, but is not yet in the shop.  You can order parts etc for booked in jobs. Main purpose for booked in status is to aid better planning, especially in weekly planner function.
• Built in Spell Check for all text notes; such as workshop notes, ordering details, account notes etc.
• Unit profit report. Display profit as a %.  Also group units into new sales - by type (i.e. Honda, Yamaha) and used sales (all used bikes grouped into a single grouping irrespective of make of unit)
• Bugfix with process web order. Under some circumstances, N/C parts would have retail miscalculated, using the price breaks/markups from a completely different franchise.
• Several spares stock reports include option to not print items where there is zero qty in stock
• Print Barcodes, include option to add parts to print barcodes for based on stocking location

• Another bugfix for regression bug in  release 4.203.  Credit notes were not appearing in cash till report.

• Bugfix with last release: credit note on an spares invoices would not put a credit note on the account customer
• Deferred invoice payments : on point of sale of subsequent invoice default deferred invoices to be paid, provide a 'lock' button that needs to be unlocked before these invoices can be modified
• Top 10 spares customers : was incorrectly counting spares on quotes.

This version includes database changes. You will be forced to log all terminals out as part of upgrade

• Bug with credit notes: GST not being recorded on credit note.
• Major internal re-working of how deferred spares invoices are managed in the database.  Prior system worked under most circumstances but there are a few cases where it can break down. e.g. If you create an invoice which is deferred and then a credit node, the original invoice will automatically flip into a mode where system thinks the invoice has been paid. But this is not necessarily the case.  The redesign also corrects for other minor concerns relating to business reporting on deferred invoices.  Another scenario: dealing with paying a deferred invoice which has had some/but not all parts returned on credit note.  Redesign copes better with this too.
• Credit note - if credit note is created on an invoice multiple times then subtract those parts from subsequent credit notes. i.e. smoother handling of multiple credit notes against a single spares invoice.
• Profit Summary report - was incorrectly including 'profit' on spares quotes. Now removed.
• Complete workshop job with parts on order - warn user of consequences
• Pickup workshop job with parts on order - warn user of consequences. Cancel parts on order if user proceeds
• Delete spares off workshop job. Previously system would just stuff part back into stock.  Changes provide more sophistication.
  • Create a spares credit note for the delete. This means that profit reporting will be more accurate
  • If part is on order, cancel the part on order
• Credit note and restock. If part is not in stock, add it to stock.
• Receive parts on order onto workshop job.  Deal with possibility that parts have been subsequently superceded
• Workshop - modify spares on workshop allows user to partially return parts to stock/cancel order without deleting the entire part line item from the workshop.
• Browse jobs -> customers -> view jobs.  Shows quotes and deleted jobs. Now filtered
• View Account -> workshop. Display quotes/deleted jobs correctly.