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

Changes to how spares receive + creditors work in c9.

This version undoes an impactful change made 2+ years ago. When c9 originally introduced creditors c9 by default was setup so that it would create bills for accessory suppliers but not by default for franchised suppliers. The design intent at the time was to encourage people to move to using creditors in c9. The design intent was faulty and there are no obvious other legitimate reasons for such behaviour in the software. So this version disables the functionality of this option making it equivalent to being disabled and disables the ability to access the option in setup. To enable tracking of creditor bills on all spares receivables check the following option in setup:

Changes to order printing and exporting

This version includes internal changes to provide very fine detail on every order print or export event.  Orders on screen will show exactly whether an order was printed, or exported or both. The tracking is based on individual items so rare events where only some items of an order is sent, such as when parts are moved around between orders, will be reflected.  Orders and items are fully auditable in terms of when and who exported/printed the order/item and there are new order screens where you can inspect exactly what was sent when and by who (if you have clerk keys enabled for orders).   Design intent of these changes is to minimize human error in terms of alerting suppliers of orders and in event of a human error, easily try and figure out what happened. Changes only apply to orders sent/exported after update. Existing orders in system will show their status as 'Sent?' as they do not know exactly who/how or when they entered the sent status

Most file export order systems now contain the ability to include the order number in the resulting export file.

In resulting audit:

Workshop receive Date + time

C9 now allows you to setup an optional receive time for bookings.  The receive time if set appears in SMS notifications. e.g.:

Receive time is settable/manipulated via new job/modify job and view the weekly planner screen.  weekly planner can now plan based on receive/booking date.

Workshop followup

C9 can now be configured to automatically send a followup SMS message a few days after a workshop job is invoiced. Users can send an SMS reply and it will appear in c9. e.g.:

Other stuff

• UI tweaks
  • Cash Rec / Bank Rec. Include a toggle all button that toggles +/- on records in reconciliation period
  • View / Modify unit.  Make notes tab stand out if unit has notes
  • View / Modify customer.  Make notes tab stand out if contact has notes
• Payroll tweaks
  • Fixed issue with tallying of voluntary super contributions on payslips
  • Added employee payroll summary report (i.e. group certs)
• Other Tweaks
  • Receive spares. C9 would rewrite lastincost for items not actually received. I.e. stuff on backorder/cancelled or still on order. Could cause issues writing in default price based on pricefile instead of a verified supplied price for suppliers where there are significant departures from published price vs actual price. Now fixed to update lastincost only when there is actual receival.
  • Killed partmart screen scraper integration in magician lookup. Been broken for ages. since noones complained I guess noone is actually using it, so removing it.
  • Added a guard to daily workshop SMS to prevent too many SMS being sent in a single day. Defaults to 50 a day ( for each of 3 different notify types. So effective limit is 150.) Can be disabled by clearing limit field in setup
• Bug fixes
  • Print + EMail invoice option not working for pickup all in workshop.  (Works fine for picking up individual jobs). Now fixed
  • Sales leads : under some carefully constructed circumstances scrolling up the list would make the list repeat indefinitely. Low level issue with construction of database queries.
  • Workshop Daily SMS.  Monday->Sat filter broken.  Was filtering out Saturday, not Sunday. Now fixed.
  • Got Partmart Dead stock export working again. (Previously relied on scraping website to get supplier names which no longer works. Now just throw in supplier name as is. Let Partsmart figure it out).

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

• Back office
  • When you record bills you can now select an expense area. e.g. 'Rent', 'Electricity' etc.  These will breakdown in profit summary report
  • Suppliers can be configured with a default expense area
  • About 20+ generic expense codes preloaded into chart of accounts
•  Tweaks
  • Trial balances. New field on contacts that allows suppliers/debtors to be grouped + sub totaled on trial balances. (in misc details tab on modify contact)
  • Unit Sales lead. Allow entry of a next alert date.  C9 will nag active leads whose next alert date has passed
  • Move part on order.  Restrictions and UI change
    • Do not allow a part to be moved from one sent order to another. (i.e. from daily to stock).  Part must be moved back onto an active order only if it is in sent status
    • Visually warn user if moved they requested is non functional and do not close the window
  • Quick SMS / SMS Templates - defined placeholder name to be customers full name. Tweaked to make it consistent with other system SMS templates.  fullname now provides customers full name, while name, like other templates yields the first of the following fields which contain a value : contact, firstname, then falling back on name.
  • Unit Stock take report.  List units under consignment. Their owned value is forced to $0
• Bug fixes
  • Import Price file.  Some price files would fail to import. WPS could trigger this. Cause : parts with long descriptions where descriptions contain extended character sets including symbols such as degree (°) or trademark (™) . Now fixed
  • BRP Magician lookup. Broken.  Working again
  • Customer paid encumbrances on purchased units not coming into c9 as bill collected / payments against the finance company when a supplier is selected. Now fixed.
  • Unit stock take, would not list units on the floor  at time indicated in stock take if unit was later merged/split. Now fixed
  • Print statements. New open invoice format would not print individual invoices where older statement format would. Now fixed
  • System level changes to email server config required restarting c9 messenger to pickup.  Now fixed so messenger automatically detects+uses new  email settings
  • Modify job purchase date, would not modify sale date for prior unit ownership records. Now fixed
  • Simple workshop job.  Would not compute labour for selected std labour costs if system lacked a default std labour cost and under some other difficult to replicate situations. Now fixed.
  • Add workshop item. Was not allowing setting of discount to 100%. Now fixed.
• Misc
  • Pulled out some dead code connected to modifying jobs+units via a tablet based app. New design coming for this in near future.
  • Some low level changes to make certain types of miner reporting easier (added DB stored procs that return ledger types/tax codes in human readable form)

Bug fixes:

• Regression: Last version of c9 broke orderbook search function. Now working again
• Merge customer units. C9 would not let you merge a unit that was transferred from another customer treating it as a sold unit. Now fixed.

 

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

Added VicRoads marine related paperwork. Specifically:

• Light trailer rego
• Vessel Registration
• Vessel Rego Transfer

Changes to better support dealing with paperwork across various concerns so a sale involving a trailer + hull + motor only prints trailer rego for trailer only and vessel rego for hull only. (Currently only applies to Vic other states to be updated later).

• Ability to configure different unit types to indicate which paperwork is relevant to them. e.g. :
  
• Option to configure contract of sale to print one contract per unit or one contract per sale. So for a unit sale involving trailer+hull+boat all 3 elements appear on a single contract particulars sheet. (only works for Vic at this time. Will adjust other states over time to facilitate this).

Other Changes

• Drop Ship modifications
  • Change part allocation logic to work better with drop shipping.  When receiving orders, whether or not an order is drop shipped will affect priority of parts allocation to minimise/disallow allocation of parts likely drop shipped vs delivered to dealership.
  • Orderbook prefix dropship flagged orders with a [D] prefix.
  • Tighten up the logic on when to print drop shipping notice on print order. Previously would disregard dropship setting on franchise, now verifies order is actually drop shipped
• UI Tweaks
  • Export Order via old-school export option (instead of orderbook). Warn user if order is already in sent state.

• UI tweaks and design improvements to view transactions
  • Provide options to filter results based on trial balance type, deleted txns and whether or not txns are fully allocated
  • Provide a 'statement view' which shows txns and their linked txns in a heirarchy form. e.g:
    
• Bug fixes
  • Delete an activity record/supplier txn linked to a floorplan operation does not delete the floorplan record nor update floorplan status. Now fixed
  • Add bill+pay. Make sure txns link to each other only
  • Vicroads transfer form for a deal with only a purchase unit on it would not work. Now fixed
  • Receive spares : buy price + buy total would incorrectly show $0 under some circumstances. Computes and saving of parts etc was all good, purely a screen based error
• Small tweaks
  • Got KTM/Husky/WP factory importing working again after switch to Microsoft/OAUTH login thingo
  • GAS imports magician query. Also grab buy price.
  • Print statement. Add an option to memorise email body for bulk email statement sending
  • Orderbook, added new sort default method to organise book based on orders of most interest towards top. (Active, sent then others in order from most recent to least recent)
  • PDF invoice update. Include changes to deal with Dunbeir PDF files. C9 will now handle PDF files 'encrypted' with a blank password.
  • POS Complete. Provide obvious visual cue for customers who are flagged as trade customers.
  • Unit leads
    • Add/Modify lead.  Option to access customer comments/notifications screen
    • New notification/monitor can be configured to nag for old/stale leads. i.e. :
      

• Backoffice tweaks
  • Unit sale under finance.  If finance company is flagged as supplier only then record finance txns as supplier credits (and credit returns for deposit component)
  • Fine tune logic associated with txn linking so invoice+payment on finance is guaranteed to link and not be influenced by other txns on account at the time
  • Some improvements to unit floorplan/finance settlement. A tool that is used to help deal with crediting behaviour of some finance companies such as YMF and BOQ that provide floorplan but also provide finance of sold units whereby they only payout the difference between floorplan owing and amount under finance. Specifically:
    • Option to record as supplier bill and bounce payment onto the bill for dealers that would prefer to track floorplan payouts on their AP list
    • Option to enable/disable capture of payout delta at time of settlement. Disabling this allows for recording this separately if preferred.
  • Added GL codes + activity codes for interest payments.
  • Tweak profit summary report to show following: Supplier costs for Cap Ex and newly added generic interest  payments
• Bug fixes
  • "Where is Messenger?" broken with PostgreSQL 10. Now working.
  • UI usability improvements when inputting supplier billing info on things like floorplan costs etc.

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

• Online backup status .Provide visual feedback in a terminal that a hot restore is in progress when reinstalling a c9 database from online backups. e.g.:
  
• New experimental optional statement format that prints statement in 'open invoice' style. Showing invoices and applied payments if any. i.e.:
  
• Email
  • added support for multiple email accounts.  Mainly intended for working around email systems that are very restrictive about From: addresses. e.g. outlook cloud email.
• Per customer profit summary
  • Allow generation of profit summary for a single customer. To access : view contact -> activity tab. Profit summary button there
• Smaller Tweaks
  • View Transactions. Include button to quickly access print statement.  Prints the statement in new 'open invoice' style defaulting to statement period of current month+prev month.
  • Receive order duplicate inv no check nag : make check case insensitive, so both 'test123' and 'TEST1234 match and will trigger the nag
• Bug Fixes
  • Updating c9 when using latest postgres database (10) fails to detect other terminals running, resulting in failing/broken upgrade processes. Now fixed as of upgrading to this version of c9
  • Unit deals. If you flip a unit on a deal to GST exempt and save it, it is impossible to flip the unit back to inc gst without removing and readding the unit onto the deal. Now fixed
  • Modify staff : missing a 'can process credits/returns' option on staff even though option was available in setup and was being enforced

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

• Bug fixes
  • Cash/Bank reconciliation improvements. Previously would not identify txns skipped in prior reconciliations as discordant and needing reconciliation under some circumstances. (specifically txns added on same day reconciliation after the reconciliation would not register). Now fixed
  • Record BAS payment.  Was failing when attempting to record a withheld payment. Now fixed.
  • Yamaha magician : filter out Auckland data.
• Tweaks
  • Dead stock report  : default consideration for min=0,max=0 as dead stock to disabled by default. This option as it is trips up more people than the alternative.
  • Spares : discount figure was limited to <10k.  Now allow values upto 100k.
  • Import price file. Do not purge stock file records. Too many things anchor to stock these days it no longer makes sense for c9 to do this, especially website content. Instead from now on any purging will be manual individual or bulk processes.
  • Added magician support for GAS Imports. (Note that reported data can be upto a week old)

• Export order to another c9 dealer. Some ergonomic changes:
  • Do not allow OK button to be pressed until an actual dealer is selected. Pressing OK without a dealer selected would have undefined results
  • Show dealer last used for an order, even if they do not match current filter conditions in select list
• View contact txns : colour code base on txn trial balance type (debtor, supplier or depositor txn type)
• KTM image image: some tweaks to try and deal with repeating errors from their website
• Bank/cash reconciliation: provide a couple of informational buttons
  • Show complete posted journal
  • Show post item details. Shows the item ,the post, linked activity record (if any) and any prior reconciliation recordings
• Unit spec details on parts : include buttons to access default type/model listing.
• Bugfixes
  • Backdated unit sales would not post journal on correct date. Would instead post on todays date. Causes issues mostly for cash/bank reconciliation. Now fixed.

Expect that will receive updates every couple of weeks.  Magician availability inquiry also coming soon.