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

Tweaks and fixes

• Notional GST rules on unit purchases. There was a slight variation between two different systems in c9 on how this is computed. Actual unit sale applies notional gst when purchase unit is either equal to or greater than $300. But auto adjust code which is mainly concerned with aligning GL with inventory changes; is also responsible for validating pending notional GST is correct; was coded that notional gst didn't apply for purchases of exactly $300. Result was a purchase of exactly $300 auto adjust would try to rewrite GL causing reconciliation warnings if during course of the day a $300 purchase was made. Fix is align on consistent behaviour, notional GST is strictly equal to or greater than $300.
• Workshop Scheduler Behaviour bugfix. A subtle bug in scheduler. If you have a locked event timed to occur before a delayed/movable event and leading into that locked event is an availability gap the scheduler would go haywire and incorrectly schedule the locked event to happen when the delayed event is to occur instead of at its correctly designated time.  Captured scenario in automated testing and repairs made.
• Finance Settlement. The finance settlement button was not intended to be pressed more than once but seems to occasionally happen for a small number of dealers; often causing issues that require support intervention. Tweaks here:
  • Only accessible where there is outstanding floorplan owing; previously would permissively allow you to enter it if floorplan was settled
  • Only accessible if any existing DOF rebate is not already invoiced; if so assume finance has already been settled
  • To cope with historical issues with duplicated txns on finance provider, allow these txns to be flagged as deleted if underlying rebate/curtailment lines were deleted
  • Intuitively kind of makes sense to press settlement twice if you need to refine a prior settlement; but isn't how screen actually works. Can look at revising this behaviour; but such work is best left until after v5.5

Self Service Sender ID registration

As previously alerted new telco industry practices have been rapidly rolling in to combat large uptick of SMS fraud in 2023. Our SMS provider have implemented further industry standards and provided us with some mechanisms to help automate some of this. Now in c9 you can self service changing sender ID for c9 sent SMS messages. The Magician / SMS screen has changed. Changes themselves should be self explanatory. Screen grab below:

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

Tweaks and fixes

• Add new EPC import for Suzuki : will import fiche from hosted Suzuki API which provides older model data. You'll need a valid API key from Suzuki
• Weekly planner, when planning on basis of receive date, when creating new jobs set the job start date to receive date being planned. Previously would set start date to today
• C9 account alert window tweaks. Make it more obvious what nature of alert is by setting window title appropriately (e.g. old version of c9 vs overdue account)
• TillPay integration bugfix : was checking for wrong setting to see if system was live or not. Now fixed
• EPC import : added Lambretta (Mojo) option
• Modify debtor / creditor txn. include option to change contact txn applies to, to more easily deal with scenario where a txn is logged to wrong contact
• Shopify, update API version as previous implemented version is now deprecated
• Unit sale tweak, sale record clear the trust provider. So it doens't come back around when unit is purchased back.
• Unit sale invoices : print registered owner details if set
• Giftcard changes to better cope with reused card. Original giftcard design allowed for a used giftcard to be reissued. This design didn't quite come across in v5.1. It sort of worked in that you could reissue a giftcard with same reference but you could never fully spend that second card. Generally you really don't want to reissue card numbers for reasons that should be reasonably obvious, but in case there is a genuine need for it, the functionality is now working again in full
  • Fixed above described issue
  • Made some changes for online giftcards so that online card check is reissued card aware : previously wan't and could incorrectly report a reissued card as used

Low level TxnEngine changes : mostly non functional and work is in play for v5.3. Main item of interest is replacing initial Amortizer with QuantizedAmortizer. Amortization is concerned with how to spread tallied tax and discount across multiple lines factoring in rounding issues. Original implementation did rounded ratios then algorithmically fiddled with residual. QuantizedAmortizer is a faster and better algorithm, in that it is easier to reason about its results. Needed in v5.3 to reimplement amortizing of price changes on received spares in.

Two regression defects in this mornings new version of c9. Now fixed:

• Contact details no longer printing on order receive sheets.
• Spare Profit report : order by Understock (N/C) wasn't working.

Tweak and fixes

• Neto order sync : tweak integration to sync based on updated date, not placed date. The theory is updated date in neto is not strictly date order enters the system and some processes within neto are backdating this field, so c9 skips importing these records. Using updated date as a filter will hopefully improve visibility of orders for syncing
• Current floorplan report : add a sort by TR Date option
• Spares Profit/sales report : option to filter for a specific customer
• Bugfix with cogs journalling on units. Modifying a factory purchase unit subsequently sold needs to forward propagate cogs change to the sale posting; but if the sale also includes cogs from parts then these will be incorrectly rewritten too. now fixed.
• Workshop profit / sales report : option to filter report based on selected location
• Contacts : only allow login with 'accounts' or 'admin' permission to modify an account code once set.
• Payroll leave records: include a calculator to convert a decimal hours figure into hh:mm figure leave screen requires. e.g. will convert 4.75  as a decimal into 4:45 as hh:mm
• Print receive sheet slips. Clearly indicate for workshop and deal slips jobs / deals which are finished / completed.
• NSW paperwork - update registration form C to most recent version.

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

Browse dealer units

Added a new mechanism to add icons to floor units. These icon as appear next to new/ used unit status on dealership units screen.

This can be used however you like. e.g. signal to your sales staff which units you want them to prioritise for moving

Other tweaks and fixes

• Orderbook : add a find previous button
• New Job screen : resize date input fields like promise date so that they are big enough to display full date inputted.
• Browse Received orders : would throw annoying DB fetch errors for receivals where clerk code is missing; now just display no clerk result.
• Web order freight: option to apply rules based on Australian state.  So can price freight differently for interstate, or target specific states.
• Business Analytics Reports : Honda Opt2ma report was not updated to work with v5.1/v5.2 of c9; now fixed
• Print & reprint receipts for AR / AP txns : new option to save as PDF; similar to save as pdf for spares sales
• Payroll changes
  • Employment types : can now configure long service leave payout and prorata dates
  • Leave Liability report : uses above lsl settings to fine tune liability figures to separate long service into claimable LSL, lsl which needs to be paid out on resignation and LSL which employee cannot currently use at all
  • Modify staff screen : make it explicit that tax free threshold only applies for residents

This version of c9 fixes a serious issue with deposit processing and pc-eftpos / tyro integration.

Specifically anything that adds or removes additional deposit when integrated into pc-eftpos or Tyro.

Such txns will fail with a No TxnHead! error and not save the txn in c9.

The workaround is to redo txn as cash then in business -> activity rewrite the payment method as eftpos

Other tweaks:

• Tillpay debit txn tweaks
• unit cost formula, access asking price inclusive (askingpriceinc)

Non commercial only:

case(int(({DutyValue}+99.99)/100),x>30,x*4-60,x>20,x*3-30,x>10,x*2-10,x>5,x,5)

https://www.revenuesa.sa.gov.au/stamp-duty-vehicles/rates

Restatement of formula from website

• Minimum $5
• duty value <=1000 : $1 for every $100 or part thereof
• Duty value <=2000 : $10 + $2 for every $100 or part thereof over 1000
• Duty value <=3000 : $30 + $3 for every $100 or part thereof over 2000
• Otherwise : $60 + $4 for every $100 or part thereof over 3000

Restatement / Refactor to simplify the math

• Round duty up to nearest $100
• duty value <=500 : $5
• duty value <=1000 : $1 for every $100
• Duty value <=2000 : $2 for every $100 - $10
• Duty value <=3000 : $3 for every $100 - $30
• Otherwise : $4 for every $100 - $60

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

Ongoing payment gateway integration. Substantially ready now for prime time.  Some documentation will be coming soon that explains what it is all about. In a nutshell : use customer credit cards captured via c9 enabled website without ever looking at actual card numbers ; automatically processing card payments via a secure payment processor who store all the card details. End game being no need to handle or eyeball customer card numbers, less chargebacks and fraudulent txns for online sales.

• Use recurring payment gateway tokens stored on contacts to trigger online card processing. Currently only works for spares point of sale txns
• Web order processing : support 'use existing card' for payment gateway tokenized  cards.
• View contact : ability to generate a new recurring card request token which sends a web address to customer for them to register their credit card.
• New slot in dealer details to feed in exact c9 hosted website addr if it is different main dealer addr. Needed for above new functions

Tweaks and fixes

• Contact email templates, under some circumstances email body messages from prior operations can influence later operations. For c9 we use c9 for our own billing and our last round of invoices ran into this exact problem where all email body's were not personalised, instead incorrectly referenced the same shop for everyone. Unlikely anyone else running c9 would run into this problem but took a heavy handed approach on fixing this to remove possibility of any sort of future issue
• Another GL code added to track vehicle capital over LCT

Note: Last version of c9 flubbed version number increase. That version in c9 shows 5.2.82 when in fact it is really 5.2.83. So it is not easy to tell 5.2.82 from 5.2.83 in c9 itself. This one tags correctly as 5.2.84

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

Small tweaks and fixes

• Print statement from view transactions button broken. Caused by changes in prior version. Now working again
• Sell parts direct to a unit : always create a new workshop job
• Account comments; make comments box word wrap text
• New GL Code : Equipment at Cost over Cost Limit.  To track cars purchased over LCT
• Payment gateway integration
  • Initial, incomplete work on card tokenisation and recurring payment support : in english : ability to collect and handle credit car payments without actually handling card details. Customers securely input card details, and dealerships will never see full card numbers.
  • Track card payment tokens on contact records, synced on F7 import web order when recurring payment is selected
  • Future changes planned to support this (ETA version after this)
    • View token details in view contact / modify contact. Will query Tillpay for token info.
    • Use tokens to trigger automatic debits and refunds
    • Send a SMS / Email to a customer asking them to register their card for recurring payments, redirects to dealers website to input details

Tweaks and fixes

• Email display names
  • ability to configure display names. So an email instead of coming from spares@bsx.com.au can now be sent as "Bike Shop X - Spares Department".
  • Alt email config is repurposed to help with setting a display name.  An alt email with no server name is for setting display name only
  • Rejigged the email/sms/magician screen a bit to separate concerns more cleanly into different tabs
• Unit invoices : print middle name if set; to try and make finance providers happy
• Quick SMS : make it visually obvious messages sent here are limited to 500 chars
• bold text on statements to help better guide on things like bank detail changes
• Supplier returns : on tagging a return for dispatch you can add an additional note which displays on screen. e.g. a processing ETA date provided by the rep.
• Tweaks to newly added current timesheet screen
  • Add a legend for colour codes in play
  • Indicate break/idle name in the displayed box so you don't have to hover mouse to see what it is.
• Paperwork tweaks
  • Victoria
    • Online Authority to register updated. Superficially no difference but colour coding looks like it was changed
    • Approved operations: latest form also has a slot for unit colour
    • NEW Primary Producer concession form
  • Queensland
    • Marine Registration form : updated to new form with superficial changes (new form changes print margins so pagination shifts)