Includes DB changes. You need to close all terminals to install this update

Pricefiles : barcodes & NLA & C9 Pricefile Repo

Import price file : the combo of barcoded parts and NLA status did not play nice together : the barcodes would always import with active status even though the underlying part might be a NLA. Which can cause all sorts of issues with dead supers when NLAs are filtered, especially if data comes from c9 repo and is especially obvious if you grab say Whites Power Sports price file from repo for first time and leave repo import on its defaults. Now fixed: this change is mainly concerned with internal stuff within c9 that feeds c9s repo.  Essentially the effect of this fix is already in play for all dealers, doesn't have to wait for 5.2.69 to be released. But fixed code itself physically lives in this version of c9. Repo fixes will slowly filter through for relevant brands (most will be updated on June 1)

Tweaks and fixes

• Profit summary report : not working when run on individual contacts. Now fixed
• WS Estimate move, move to level deeper button doesn't work under some circumstances. When prior sibling has children move would not work. Root cause was changes made back in Sept last year to deal with ambigous ordering; the fix back then created an invalid tree (each depth step was +2 instead of +1)
• Ron Angel Magician check : working again
• Spares -> Ad hoc adjustments report.
  • Repeated running of report would not reset global tally, so tally would just keep increasing on each run of the report. Now fixed
  • Filter out RRP price file update changes from this.
• Remittance advise on bottom of invoices. Do not show "Or Fax:" if no fax number is set
• Deals screen with a rolled back purchase unit, make it obvious the underlying unit no longer exists to highlight reason why you cannot press on with a sale in these circumstances
• Dealership units sold tab, include an option to allow operator to preset how far back c9 goes which is memorized on the terminal. (Default is 90 days)
• Payroll
  • STSL Rates for 23/24 added.
  • Warning about tax codes for 2023-24 not being in place removed

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

• Tweaks and fixes
  • Improve display on txn reference
    • both business -> activity would only show first 10 chars of txn reference, now display whole thing
    • view journals : show txn reference as well as line reference if present. Often head reference is set and it is more useful information
  • Upgrade terminal screen and "what is servers IP address?" now display database servers start and uptime; diagnostically useful for dealing with stale database connections / locks for c9 tech support.
  •  Profit summary changes, cogs on workshop from payroll was a bit broken
    • labour cogs was supposed to deduct from payroll tally but wasn't, now fixed
    • Separate out timesheeted cogs labour not invoiced in period from payroll figure, so payroll figure is better represents non billable payroll costs
    • show above separated out not billed here figure as being profit neutral in context of reporting period, will account for its cost in period it closes in
  • Chat client : transiterate input to latin. C9 central servers currently can only handle latin charsets (will switch to UTF eventually, but that's a mission)
  • Unit Sales where deposit > changeover on a tradein. c9 is supposed to block such a sale from pressing on but under some circumstances you can press on (where deposit amt is less than gross sales before subtracting trade). Now fixed
  • Add alternative from non stocked screen, is not preloading the actual unstocked part. Now fixed
  • Introduce new unit type category : e-bikes. Functionally not in use at this time (originally was for a couple of dealer reporting programmes), but add for now for sake of completeness
  • Bugfix for recently added cash basic txn lock , would fail for certain types of rare delete oriented txns. Now fixed.
  • New GL Expense code for sponsorships
  • WPS Magician test: return dealer specific pricing (newly added element in WPS api). If not present return wholesale_price
  • Payroll 23-24 tax tables added
    • 2023 Super Guarantee increase to 11%
    • 2023 NAT 3539 (HELP/STSL tables)
    • 2023 Medicare reduction threshold
    • 2023 MLS Surcharge thresholds
    • Note: 2023 STSL indexed tables are not on ato website yet. So not yet included in c9
    • This version of c9 will nag that that 2023 period is not configured. Once STSL indexed tables are on ATO website (eta mid june) will press into a new ver of c9

Tweaks and fixes

• Another regression fix : f2 find part description filter broken when no franchise was selected. Caused by recent inclusion of secondary franchises. Now fixed
• New job based on estimates: would not pick up default discount from estimate. Now fixed

Includes database changes, you'll need to log all terminals out during upgrade

Note that this version fixes a serious defect with the version of c9 just released this morning (v5.2.65).

Deposit balances on unit deals, workshop jobs and spare parts would not refresh when you add or use deposit. The adding or using of deposits would record correctly and normal limits that apply would be correctly enforced but value you see on screen would not update.

This version fixes this issue. Specifically it fixes:

• Any transactions added with buggy version of c9 (v5.2.65) will be adjusted so the balance now accurately reflects these txns
• New txns added from v5.2.66 onwards will move the balance on these deposits figures as expected

Apologies for inconvenience caused by this bug this morning. C9 software dev applies quite robust QA checks and processes such as automated unit & regression testing; which dramatically reduce number of defects in our released product, but every now and then things still manage to get sideways. Whenever this happens we work to fix things ASAP.

Includes database changes, you'll need to log all terminals out during upgrade

• New stuff
  • Preferred parts - for stocked parts. Requested often now finally here. Parts like spark plugs are littered through different price files. Tag a part as your preferred supplier so when you key in / scan that part c9 will not nag you about unstocked parts from other suppliers with same part no#. e.g.
    
  • supplier settlement report : a report which can be useful for finding errors with supplier settlement. It shows tally of bills + credit notes juxtaposed against payment in following calendar month highlighting any discrepancies which might indicate an error with statement reconciliation with a supplier
  • [x] regenerate AR/AP link tool : brute force kill off and re-add all links between txns for a supplier and relink in date order to redo aging in ona given debtor/creditor. Use this sledgehammer with caution
  • Secondary franchises - useful in some exotic scenarios. Unstocked S/F results are filtered from selbypart and from F2 find part when no franchise is selected. Utility / significance of this won't cover here as only relevant for a couple of dealers
  • Non-functional 5.3 backend work. Heavily revised internal code for modelling orders from original on paper v5 design and solves a significant issue with original design (originally c9 would auto allocate returned parts to fill orders, as "clever" as this is, it is generally a very bad idea as it contradicts design principal of least surprise, such functionality needs to be operator driven/overseen always : prompt the user but don't automate) / item markup & mark downs (such as dead stock write off) and removed some technical debt that was building up around qty track caching and some paper design features we actually don't need (e.g. wildcard matching). Nothing that affects 5.2 but need this to be embedded in this version to get access to AR/AP link tool
• Fixes and tweaks
  • Simultaneous rollback of a unit + modify same unit across multiple terminals could blow things up. Added some guards to detect and prevent this sort of thing
  • Small spelling typo on STP export authority screen
  • View finished deal, view contact on a finance provider would pop up contact, not finance. Now fixed
  • Spares point of sale : When clearing screen of parts or finalising a sale, the screen would retain previous 'Order' / 'Force Sell' selected setting instead of resetting it; meaning status of this field is subtly inconsistent depending on how you drive c9. Can be a problem for users who smash through the screens really fast relying on muscle memory for things like processing web orders. Now changed so that 'Order' / 'Force Sell' always resets back to order on completion of a sale or emptying screen of parts

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

• Tweaks and Fixes
  • Remote c9 fixes and improvements
    • Icons / images in lists now working
    • Dedicated printer label should be working too (remote printer media query was broken)
    • Note: this version requires new remote client (v2.5) to work.  Old v2.4 versions will crash on any screen with a list which can display images/icons
  • Browse dealer units. New icon to discriminate units on active deals vs merely on deal quotes
  • WA paperwork, on bulk registration form the rego prints in a extraneous / weird spot over form text/fineprint.
  • Orderbook send audit : show supplier next to order number to help disambiguate complex scenarios where a part has been bounced around different possible suppliers and printed/exported under many of them
  • AusPOST integration : disable auto generation of shipments @ point of sale for reserves / laybys and quotes.
  • Bugfix with unit line deletion (such as rebates / costs etc). If you click no on delete it would erroneously re-ask for confirmation. If on second time you clicked yes it would delete the line but leave the GL posting in play. Now fixed to only ask once and handle GL appropriately.
  • PPSR tweaks
    • on a deal unit : look for PPSR entries generated on the underlying customer/floor stock : not just unit in context of a deal so save doing multiple PPSR queries
    • Warn user if they are reprinting an old PPSR  report.
  • Receive Spares - import PDF. Cope with item appearing multiple times but with different prices. Ask user to merge and average out costs. Useful for suppliers who like to give free stuff on invoices with paid stuff : e.g. Monza.
  • BAS Cash basis reporting tweaks
    • Unit sales with ORC : ability to post these onto depositor liability instead of AP. A problem with AP posting is because ORCs are blended into the sale posting these will keep sale txns 'open' until ORCs are settled. Moving these to Deposits solves this issue
    • New activity lock which is a low level DB lock : constrain postings which toggle open/close status of a AR/AP entry before a specific date as these influence cash Basis BAS reporting.
  • Sales Registry tweaks.
    • More info displayed : type, modelyear, odo, stk ref, inv #, consignment #, how acquired summary.
    • Some visual tidies : make deleted records more obvious. Group delete sales together.
    • Filter options to filter active/deleted on deal units. Tweak date filter
    • Sort results by date then audit #id
  • WS Profit report : remove fineprint warning about returned part costs not reflected. This hasn't been the case since 2016

Note: version 5.2.63 skipped over as it contains a dependency versioning error

Cash Basis Reporting Notes

This version of c9 includes a couple of changes to help with cash reporting.

Cash locks: with cash reporting you report GST when invoices are paid not when they are raised.

So consider an example where Inv A $40 and Inv B $50. Both raised in January

Now in FEb you pay Inv A off for $40 : it is now claimable in Feb. You then pay Inv B in Mar, it is now claimable in Mar.

But....  you then modify allocation of transactions so the $40 in Feb actually partially pays inv B. Neither inv A or B are settled so neither are reported yet. Then in Mar you pay $50 , of which 10 goes to Inv A and 40 goes to Inv B.  By modifying where you attach payments to you modify your reporting!

Because c9's GL has a strong bias towards reporting on accruals basis and works on posting date, the existing GL locks only care about when txns are posted not when they are closed. So you can rearrange how txns link which doesn't modify the ledger, but it does actually modify reporting requirements.

A new type of lock has been added into c9 to contend with this. This lock will prevent altering open/close status on any AR or AP postings before the specified lock date : which in turn protects close date of all lines on connected postings and reportable GST those lines may have. The implementation is a little heavy handed in that it will lock postings which don't strictly have any reportable GST events linked to them (such as deposits and withdrawals) but design is to err on side of preventing reportable changes before a cutoff date at expense of preventing things which are not necessarily reportable.

Unit sales ORC: unit sales ORC will post as AP on on road cost supplier. But because the posting mixes both AR and AP, gst payable will not realise until both AR and AP connected to posting close. Strictly this will not be desirable. To work around this it is possible to configure c9 so ORC post as a deposit liability : deposit liability does not impact reportability of BAS events on cash basis so solves this issue.

C9 hosts a number of websites integrated into the c9 DMS

Correct functioning of the website involves website having the ability to send emails to your website customers as though they came from you.

Reliable / safe email sending involves configuring a number of things in your email setup to permit c9's webservers to send these emails.

In scenarios where this is not setup, c9 will instead send emails direct to your client as donotreply@c8software.com.au

Two things need to be setup

1. Sender protection framework (SPF)
2. (Optional)  Domain Keys Identified Email (DKIM)
3. (Optional)  DMARC

Setting up SPF to allow c9 to send email

Read more...

How to create a label design which suppresses pricing

On print label you'll see this.  Click the configure button and define a couple more

Read more...

• Tweaks and fixes
  • BSB lookup : refreshed database as missing new banks like YOU (BSB 670). Wasn't been updated since 2017 so badly overdue
  • ABA file export for bulk pay / payroll : strip out any spaces in account numbers
  • BAS posting tweaks
    • PAYG Installments and credits post to liability code 2-9050 : Provision of Income Tax
    • Add a slot to capture FBT installments : posts to same code above.
  • Some typo tidies
    • add/edit leave availability screen
    • add/edit clocking reason screen
  • Bugfix with print unit details : for non dutyable items would print previous lines description,not actual correct description for the non duty item being printed. Now fuxed

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

• Part image importing
  • Add support for Harley
  • Add hook for grabbing curated data for Rollies
• Single Touch Payroll
  • include a facility to allow isolation of payroll data in event of a ABN change such as new ownership to help with ownership changover and STP Reporting
  • Tidy up  : strip out old & defunct STP Phase 1 export code
• Miner - add ability to report and query NLA status on a part
• General Ledger : add a new code for commission based income (as separate from rebate income : model income which measures overall target performance that isn't include to a specific point of sale event)
• Integrate c9 terms and conditions into login. Will pop daily on login until accepted by dealer principal