Ongoing issues with epc import. Recent changes to help with Triumph broke all epc importing : mashing results into a single diagram.

Now fixed here

PPSR lookup timeout.  It appears that PPSR service c9 uses has slowed down alot and is bumping into c9's default 10 second timeout.  Modified c9 to increase timeout to 45 seconds. One further tweak which will be finished off today : part of PPSR check will send original PPSR pdf report to sales email address to help cope with scenario where PPSR isn't delivered bc of network issue

New report for till / paypal  : Business -> reports -> Gateway Rec.  Payment Gateway Reconciliation / Journal.  Does what it says on the packet. Similar to reconciliation screen but provides a heap more detail / information. Showing gateway txns and their application within c9.

Bugfix release

Fiche Import bugfix

Recent changes to fiche import to allow editing of models gets sideways for epc diagrams where default epc model name is excessively long, >= ~ 70 characters.  Mainly impacts triumph importing resulting in import being badly scrambled.  Fixed in this version.

Also fixed another smaller long term issue where reimport would blat 'visible' setting on an epc unit making a unit previously flagged as hidden visible again

Add transaction : txn selector issues

Recent version of c9 included modifications to verify that selected txn list is what a newly minted payment actually links to contending with simultaneous activity occuring in other copies of c9.  This change was not properly implemented and didn't handle case where something like a supplier credit is unlinked and then bundled into a collection of txns to settle. Now fixed and working for this case too.

Other tweaks

• Local EPC import : a couple of tweaks for importing EPC in a very specific excel  / folder structure. This is targeting a very specific non motorcycle / small engine client of ours.  So of no interest to most everyone else. Documented here for completeness.

 

 

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

Payment invoice selection / allocation

fix a subtle bug with simultaneous adding txns and payments across multiple terminals. A terminal processing a payment would see a simultaneously added txn in select invoice to pay screen and let the operator select it but at time of saving the txn this newly added txn would be ignored for purposes of allocation of payment. This is potentially problematic for dealers who rely on payment allocation to reconcile especially large and complex AR clients where repair to reconcile is made in-situ during reconciliation effort. This version includes a bunch of changes and guards to protect against this .  One key change is a guard to double check on construction of the txn to save to database that allocations created match exactly what the user selected and to fail the txn and reload any cached changes from database to retry : picking up any simultaneous work done on other terminals.

Other Tweaks and fixes

• EPC Changes
  • Polaris EPC : was crashing on importing a dodgy epc record. Now fixed
  • Triumph EPC : triumph model names would resolve in an ambiguous way mashing two different bikes together. This version changes how model names are rationalised.
  • Beta EPC : now working again
  • EPC model names : allow model names to be modified and for the modifications to be preserved on future import
• Other Misc
  • Supplier statement conditions : allow easy inputting of same day invoicing. "same" or "+0 day" now work as valid inputs
• Estimates - Fix superceded parts broken with UOM part pricing.  Completely reworked this code fixing the UOM issue and now runs alot faster too.
• Deals - include pickup time. Add an option to show deals to pickup sorted by pickup date/time

C9 hosted website email notifications are changing so that the email address configured for the dealership now uses the email address you have in c9 itself.

To check what email address you have setup goto setup -> other settings -> dealership details.

This will trigger some subtle changes about where email alerts are sent for web sites.

• queries on units will be sent to your preferred 'sales' email address, not email currently configured in the website. (making it consistent with aussie bike finder enquiries)
• all other alerts will goto spares email address

For newly added payment links feature integrated into workshop, payment links payments notifications will send two emails to you. One to default checkout email and a duplicate will also be sent to your workshop email address.

 

 

F12 magician check : is now working again. Key in a suzuki part into c9 and press F12 magician. click "dealer login" button if it doesn't work right away and it should then return an instant result.

Suzuki Website EPC : For c9 dealers who run a website: contact Suzuki to request an API key. They will request two things before providing a key.

Those two things:

• IP Address : 101.0.111.74
• Website domain  : the address of your website e.g my-dealership-x.com.au

Once you have provided above and have an API key feed it into c9 here:

• Spares -> utilities -> import fiche
• Select suzuki franchise
• Select 'Suzuki API as import method'
• Press on from there to finalise import

 

 

Bugfixes relating to web orders, tillpay and paypal

• Refund logic : c9 is only supposed to recommend a refund on tillpay/paypal when we are at the final txn in a web order cycle. A bug meant it would recommend refund early could inappropriately trigger an unwanted refund for insufficient funding to cover parts still on order  , freight not yet invoiced.
• Web order finalise logic : c9 would regard a reserve /pickup as finalised for signalling tillpay/paypal when to trigger a refund of over captured funds. It isn't.

Includes db changes you need to log all terminals out during upgrade

Pay online for workshop jobs

This version of c9 includes a very cool new feature where as part of outbound email /sms alert for workshop completion you can include a link for customers to prepay work.  Customers can prepay jobs and prepayment lands as a deposit on the job in c9 automatically.  The solution requires you run a c9 website and you have either paypal and/or tillpay integrated into the website.

On job checkout is a new option : send pay link.

On selection and press on email and SMS sent to customer will contain a link back to your c9 website where they can pay for the job (and possibly buy other stuff at same time)

Operator clicks on link and sees below:

Once paid , a deposit automatically syncs into your c9 for the payment on the workshop job.

In time the feature will be expanded to also cover accounts receivable payments and unit sales but for time being, will implement on workshop only.

Configuring this

For this to work you must have a c9 website and either paypal or tillpay card processing integrated. It only works with these two payment methods.

There is some configuration in c9 need to bring it together. You need to tell c9 where your c9 website is, and you need to configure SMS and email templates to include payment link.

C9 website : setup -> other settings -> dealership details. Website and email. There is a configuration slot for exact c9 website (as this may be different to website address you print on invoice)

SMS / Email templates.

Setup -> main setup screen -> notifications. You need to include {paysms} in sms template for include cost. Hit reset button to add it automatically.

Similar for email : notifications 2 if you've used custom url here. Modify email body and then click on reset.

Reconciliation Analysis

A new screen / report has been added to view journals / view details : it shows for a given posting what reconciliations that posting affects.  Can be useful for tracing / inferring impacts of changes made to payment methods etc. Accessed via reconciliation on txn details, or in browse journal. Example output:

Other changes

• Tillpay terminal surcharging : you can now configure tillpay terminals to compute surcharge for you instead of c9 doing the calculation and this will be sync backed and included in c9 tax invocie.  The advantage of terminal surcharging is that the terminal can be configured to surcharged based on type of card swiped : e.g. EFTPOS free by credit cards 1%. This is not possible in c9 because c9 doesn't know what sort of card has been swiped.
• Deposit refund on modify job : changes made recently to make sure customer deposit was available when adding deposit wasn't implemented fully; the case of refunding deposit back to customer wasn't done. Now fixed.
• View contacts : highlight if contacts has sms reply / comment or attachment.  Colour code buttons to show if there is anything there
• Delete job bugfix : if job has deposits delete triggers a deposit refund, but if refund fails for any reason such as backdating refund before a gl lock, the job will be deleted even though it still has deposit. Fixed so that the delete operation is aborted if the deposit refund fails
• Sell Unit : profit breakdown in sell screen did not show unit other costs as a separate entry. Now displayed
• New GL Expense Code : IT / Cloud / Hosting fees

Tillpayments terminal audit and error handling

This version includes a fix with tillpayments terminal integration.  c9 is supposed to permanently log a record of eft interactions for future reference but certain operations cause this log to be destroyed. Common one is a failed /declined txn and operator then picks manual txn. Now fixed.

further the manual option is pretty brutal in its behaviour and often the incorrect option to pick : so pop an alert to confirm this is what operator really wants to do.

Finally when a txn is declined failed etc, log it as failed not OK. Otherwise output in eft journal screen is confusing.

Other Tweaks and fixes

• Magician checks
  • Kawasaki  : make sure results displayed are for AU warehouse only : not combined AU+NZ warehouse
  • Link  : working again
  • Triumph  : working again
• Workshop deposits : modify job and deposit tweak was not providing option to use customer deposits. Now fixed

 

Include DB Changes. You need to log all terminals out during upgrade

• Tillpayments refinements and tweaks
  • bank rec : Tweak output to make it easier yo reconcile paypal / tillpay captures. Recent introduction of gateway clearing GL codes made it difficult in reconcile screen to match a payment to a txn in c9. Now sorted.
  • Disable INCAUTH as it is problematic for some bank issuers : like CBA. Only support DEBIT
  • DEBIT : change indicator for debit : from recurring to merchant initiated
  • Bugfix with terminal config. Live/standbox toggle wasn't working correctly
  • Cancel web order : auto pop tillpay / paypal to manage refund / void
• Suzuki Magician Check : reimplemented using a new system provided by Suzuki . MFA no longer required
• Statement penalties / discounts : not automatically applying after elapsed delay. Broken since migration to v5.2 . Now repaired.
• WA paperwork : couple of years ago incorrectly switched MR9B form for MR9.  Switched back in this version.
• unit deal : substitute unit with blank : would not clear model year. Now fixed.
• Workshop benchmarking - completely removed. Instead report accuracy of job effort on jobs vs charged labour. Affects staff and profit report
• SMS Reply Alerts - add ability to configure a courtesy alert email to send an email when there are unread SMS replies to review. Alert is only sent with first unread sms to come in. Subsequent unread replies will not trigger fresh emails
• Workshop profit - option to filter report by a specific mechanic who is involved in the job. Filters down to only jobs associated with selected tech : be it scheduled, or charged or clocked
• Modify Ar/AP payment bugfix : if you modify payment such that it reverses direction of the txn; from money leaving (e.g. pay bill) to money coming in (e.g. collect money to pay bill), the txn will fail with a journal error bc it would force the direction change on modify. Now fixed.
• Receive spares
  • Some txn combinations where GST is set to or near zero fail with a journal balance error. Root cause is a subtle bug with how GST is amortised across multiple lines and default rounding strategy.
  • When receival GST is zero, do not force GST to zero, instead change Tax Code to EXPENSE_FREE
• Other Misc tweaks
  • When reciving into stock a part for first time where auto stock take is in play, c9 would not update the last stocktake date and leave it blank. (Subsequent receivals would then fix it up). Now fixed so initial add to stock also performs an auto stocktake
  • Daily SMS templates : make them bigger in configuration
  • Job invoices : print claim number on insurance jobs without a unit (previously would only print if a unit was also assigned to the job)
  • AP Bill + Pay. Write the reference into both bill and pay lines.
  • Paypal void pre-auth. Looks like paypal auto voids preauth on full capture so do not trigger void. Previously with recent fix in last version paypal screen would pop to finalise an ordder and will nag void attempt failure.