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

Online Gift cards

This version of c9 includes changes to help facilitate usage of giftcards online. Both buying and selling. A followup post / email will be sent on how to get onboard with this and add it to your website. Specific scope of changes in c9 itself:

• Sync giftcards purchased online into c9 point of sale and add them to bill of goods on point of sale
• sync giftcards used as part of payment options online, and prep them to be used as payment on online orders
• 'safe' giftcard mode. Make sure giftcards are not consumed online same time they are used in store. Requires c9 POS to be online all the time when utilising giftcards. New option in setup to enable it. It is possible to use giftcards online without it and there will be no ongoing double spend problems, but enabling it can make UX a bit smoother by more actively detecting when a giftcard has been 'reserved' / 'consumed' online but not yet processed in c9.  The main point of this change will become more obvious in time, where future version of c9 will support sharing giftcards across multiple c9 instances (for dealerships how have more than one shop). In such scenarios, central authority on where giftcards are managed is more diffuse, and double spend problem is in fact a problem in this setup, so requires more aggressive controls in place to handle it. Inclusion on this version is mainly as a proof of concept to confirm feasibility of safe / accurate consumption of giftcards where consumer/acquirer is a different system from the holder/issuer of the giftcard.

Other changes

• Pay slips : gross figure previously would subtract voluntary super. Now fixed to not do this.
• Unit sales : for sales on account with a deposit print balance owing figure on them, so to not confuse finance companies too much
• Loose mode units: a couple of dealers run c9 in a mode where floor units can be quickly added during sale. This mode conflicts with recent changes to protect against simultaneous selling/modification of units. Now fixed to support these dealers.
• Reworked deals screen for finished / cancelled deals to display a view deal screen. Accessing commonly request things from here:
  • Print deal/ print resulting invoice
  • view customer details
  • View deposit history
  • (New) view deal attachments
• deals : option to attach images etc to deals
• merge parts on pickup : merge freight to charge figures
• Payment methods: this code has been heavily reworked as part of processing importing of giftcards used online. Some subtle variations, for example it is generally better at memorizing selected payment methods, including giftcards and banks, when you come out and come back in to redo a payment.
• Txn allocation : if you delete or wind down a txn c9 is supposed to automatically juggle allocations of adjunct txns. Under some narrow circumstances this doesn't always happen. v4 c9 used a very brute force/greedy check everything approach, v5 is a bit more refined and only allocates where needed. But some scenarios were overlooked. Now fixed. The underlying logic has been heavily rewritten as part of this: a little more efficient/faster ( doesn't open/edit sibling txns, but can manipulate allocations of linked journal entries without loading entire posting).
• Txn adjust aging tool. Could crash with an error in some circumstances with fairly complex aging adjustment requirements ( ConcurrentModificationException ).  Too technical and obscure to explain why and how, so just a note to say it is fixed here.

A new pricefile for KTM/HQV and GAS is about to drop onto c9 repo.

The file isn't an officially provided file, but is a frankenstein file created by mashing together 4 different sources of data. (Previously provided files, file from SAP, a separate supers file from the factory, and EPC diagrams sourced from 3 key c9 clients).

Install with caution, any errors or complaints : contact KTM and press them to provide a price file that actually works. Isn't rocket surgery this stuff.

Polaris have a new IT system.

Their currently provided price file is not suitable for importing. It lacks part descriptions, it lacks supercessions and it encodes pricing in a very awkward way.

We have managed to mash together a rough as guts price file as a temporary workaround. It mashes descriptions from online EPC and supers from prior files. It is imperfect but you might find it to be better than nothing. Use at your own risk.

Price file is now in c9 repo. If you cannot access Polaris in repo contact us.

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

Tweaks and fixes

• Refinement to recently added sell giftcard on point of sale. If discount is set and it happens to be > max discount, c9 will whinge even though discounts do not apply to giftcards. Now fixed
• Unit sales bugs. unit sale sometimes needs to manipulate / create multiple journal postings. e.g. one for sale and one for rebates on sold units. under some exotic and difficult to replicate circumstances, journals posted could get muddled with unit lines posting onto the rebate line. Some repairs:
  • Firstly aggressively test during unit sale creation for any signs of mixup of journals. Fail sale if anything like this happens
  • Secondly: fix a specific example discovered: manipulation of an uncollected rebate during sale
• View transactions tweak, specifically to help with determining which job(s) an invoiced sublet belongs to
  • Display job no in ext ref field for invoiced sublets linked to a single sublet only
  • add a 'details' button to dive into unlderlying txns details
  • On view details, break a sublet down to its attached job(s)
  • In browse Open P/Os : display sublet # so can be manually cross referenced with view transactions screen

New features

• Ability to sell giftcards while in point of sale, mixed in with parts. Just f7 to access adding a gift card to sale. This work is part of a project to integrate giftcards into online websites (selling and using). Originally planned for 5.3 after, but bringing it forward. Giftcards in spares POS is first step to prove out a key part of the overall idea.

Tweaks  and fixes

• print deals. For deals tagged as quotes print 'QUOTE' in top right instead of 'DEAL'
• C9 setup screen would lockup under some exotic cases, now fixed ( regeneration of general ledger chart names from instrument names could cause a lockup, because changes would happen without commiting changes to database, causing blocking on DB)
• Merge other invoices nag : default to NO. This function seems to get overused leaving long messy trails of interconnected invoices, so discourage its use unless the operator positively wants to do this
• Receive spares : allow received invoices to be future dated. Nag but allow user to press on if they want.
• Supplier return via point of sale
  • Force operator to pick either invoice now, or invoice later. Previously would default to invoice now, which generally is not desirable default.  Instead of forcing a default this version compels operator to pick an option
  • If invoice now is selected make sure order number field is not blank.

Bugfix with 5.2.28 and newly added adjust aging feature. Aging adjustment would not allow you to go ahead under some fairly common scenarios, now fixed. (Achieve required balance by using unallocated -ve txns in periods without explicit target balance goals).

Includes DB changes, you need to log all terminals out during upgrade

• Tweaks and fixes
  • Payroll 2022 updates
    • Super rate set to 10.5
    • Disable <450 super threshold rule
    • Update and enable tax tables (only STSL has changed in 2022)
    • Payslip tweaks
      • Do not include FBT in net or gross tallies
      • Do not include garnish in  gross tally
    • Payroll  general ledger posting changes : c9 payruns will have a different construction from 2022 onwards. Instead of posting net and tax as expenses, the expenses posted will be gross salary figures only, but subdivided into salary, wages, commissions, and per diem. Tax /garnish etc will track as liabilities only. For purposes of historical consistency, any payrun before july 2022 performed with this version of c9 will still maintain older posting structure. Main purpose of this change is so that P&L c9 emits is a bit more polished, grouping payroll expenses on P&L in a more meaningful way.
    • Add / Modify leave : show dates with full 4 digits, to help guard against bad data entry being visually hidden. e.g. keying in 2122 instead of 2022 granting someone 100 years of sick leave but not being visually obvious this is what is happening bc all you see on key screens is 22
    • Long standing typo fix on edit payrun : "Staff" instead of "customer" on print payslip button
  • Bills and transactions
    • Supplier bill split payments. Add and manipulate split due dates for big suppliers. either in add txn you can split payments, or modify txn (for non txn bills such as spares receival). See screengrabs below
    • View transactions : displayed reference is both txn reference and line reference
    • Modify txn. Allow modification of line reference here as well as txn  reference
  • Modify txn : if you modify a txn which is a sale and on account, c9 would always nag to use deposit if any.  Now only nag for new txns or modified txns which previous were not active
  • print a4 spares : accomodate a -ve refund/exchange value greater than 10,0000. Previously prints as hashes ####. Now fixed
  • Bank Rec
    • Increase size of reference
    • For cash till, set reference to also include the payment instrument and till #. Not just the word 'banked', for easier bank rec
  • PPSR report : suppress raw report page by default
  • Low level systems fix : restore from backups can take a long time with v5 because of bad DB stats and that v5 contains alot of materialized views that require repopulation: tweak restore so it forces a stats refresh before redoing materialized views
  • Fitment finder : for franchises where dealer initially used remote EPC but then switched to locally installed EPC the fitment finder would always return error, as it would try to do a remote EPC lookup even though remote EPC is no longer in play. Now fixed
  • spares receival label and a4 printout.
    • Labels : print ordernum with phonenumber if ordernum is set (to help with web orders)
    • Labels and a4 : print 'OP' and instead of 'SP' for weborders (OP being online parts sales)
  • Low level v5 changes : mostly in part to support 5.3 work. But two things relevant for 5.2
    • rewrote DB layer constraint trigger : faster, simpler, better error reporting, improved constraint checks. Constraint triggers main job is to protect more complex invariant on the database layer itself, such as GL trial balance always tallying CR and DRs the same.
  • Added an aging adjusment feature : view transactions : adjust aging. It works a bit differently to how this sort of hing is handled in past where we would post new txns to force aging to values we want. Instead new system juggling allocations of payments to bills to arrive at desired aging. So no requirement to post anything to general ledger in order to arrive at desired aging figures.
  • Add/Modify rebate : display / allow user to toggle whether or not the rebate is to be included in profit figures for that unit
  • View contact : parts on order. Added view part/view invoice buttons on this tab
  • 5.2 regression fix : on workshop jobs, completed but fully deposited jobs would colour code purple.  Behaviour was accidently lost on moved to 5.2. Readded

Tweaks and fixes

• EPC Importing
  • Tweaks on Mojo side broke Mojo importer. Now working again. ( http client cookie mgmt, prob some server side changes impacted things )
  • Got Vespa working
  • BRP spyder not importing : failing on diagrams where there is no image. Now fixed
• WPS integration tweaks
  • Tweaks wording on old SOAP order export to encourage users to switch to new
  • WPS Rest pricefile import : force any parts not seen but on c9 masterfile to be NLA to facilitate some changes WPS are going to make soon (they will soon not send NLA parts via pricefile import where previously/currently they are)
  • WPS Old SOAP pricefile import: wording to encourage switching to new REST
• Cash till print detailed report : filter potentially sensitive txns such as payruns, journals & adjustments.
• Add transaction: select txns to pay off. Cope with txns with a mix of directions for management of manually allocated accounts. Used to mostly work this way with 5.1, but not quite implemented in 5.2 Now fixed
• Modify Unit : tweak wording so obvious on cost tab totals are provisional only
• WA Paperwork: added latest bulk registration form
• v5.1 created rebates cannot be modified in v5.2, results in journal error.  Now fixed

• Tweaks and Fixes
  • Payroll tweaks
    • Working holiday maker : force medicare tax lines to be removed.
    • Readded foreign resident (non resident) and appropriate tax tables that was removed during transition to STP Phase 2
  • Browse unpaid bills : was incorrectly showing deleted txns as bills to pay. Now fixed
  • Deals -> Cancelled deals. Add button to allow access to deposit history in order to dig into deposit movement on abandoned deals
  • Instruments + Tills tweaks
    • Fix promised in 5.2.20 to sort out cash till detail report with tillnos > 1 didn't work. Now fixed here
    • Tweaked regeneration of general ledger chart names to auto regenerate & backfill till names for tillno 2 upwards as well
  • Rebates : option to exclude a rebate from unit profit reporting. Some rebates may need to be tracked against a unit but dealer may not wish to attribute income directly to sale of the unit.
  • Unit deals : if you click add deal but then click cancel in modify, c9 will not log the deal as a cancelled deal. Tweaked to log deal as cancelled to create a more detailed log of changes.
  • Receive spares onto account : would not set the duedate on supplier correctly. Now fixed.

PPSR queries now built into c9.

Either in deals section:

Highlight a unit to purchase and click on PPSR Query. Result available on screen. Pricing is $4.95 per query.

Or in modify unit, or a new menu option, Quick PPSR Check

Other tweaks and fixes:

• WPS Order export : Transmit c9's order no in a way that it will show up on WPS reports / screens etc.
• Deposit Held Report : redesigned to better separate lines from tallies.