This version contains a number of bug fixes all related to unit sales / deals etc. A combination of very old bugs that have been in system for a while but unnoticed plus a couple of issues relating to recent changes to c9 to allow reporting/tracking of deleted unit sales.

• Rollback sale into a deal. For a sale that previously wasn't a deal rollback logic was quite broken for tradeins or purchases. Should now be working alot better
• Rollback a sale / deal then resale the deal. Under deals section the finished deals screen would show the first deleted invoice number instead of subsequent active invoice. Now fixed
• Rollback a sale. If you keyed in an invoice number of a sale previously rolled back c9 would appear to accept the # but not show any units.  now fixed with a warning nag : selected invoice has already been rolled back.
• Under some difficult to replicate circumstances, rollback of a sale involving a tradein would not go ahead reporting invalid sale status. Now fixed
• Tweaked rollback sale screen a bit.  rollback tradein has been forcefully implemented for several years since c9 introduced a GL.  The screen provided an option to rollback tradein Yes/No but it had not functional effect since rollback on the GL forced both to rollback anyway. So removed option from screen. Also tidied screen a bit. e.g. make unit list a bit bigger.

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

This version of c9 includes further consolidation on management of unit orders targeting power equipment, especially for suppliers like Stihl that reference gear with part numbers and receive invoices mix gear and spare parts. Key change is focused on managing ordering of gear for specific customers. Specific changes:

• View unit and modify unit : show linking to a part number for a given unit
• Spares order receive. For parts on order for customer which are linked to a unit, receive the unit into stock ready for selling
• F12 customer order pickup. For parts on order linked to a unit,  trigger+prepopulate unit sale process

Process for managing this will typically be as follows.

• Manage orders for gear as 'part numbers' via spares point of sale as per normal.
• When you receive spares c9 will receive actual gear into stock as units on the floor for both customer orders + stock for items which represent units.
• Customer orders will remain open and must be processed via F12 customer pickup
• On f12 customer pickup, c9 will flip to a pre-populated unit sale screen ready to finalise the supply

At this stage the process is not integrated into deals and must be managed via spares only for now.

Other Tweaks and fixes

• Review parts to be stock ordered.
  • Was not coping with franchises configured to use a supplier and wasn't detecting such items on order. Nor was it factoring in parts on stock order from alternative suppliers. Now fixed
  • New option to allow operator to quickly drop a part onto an active order for stocking
• View/Change part. Option to quickly order part for stocking
• Suzuki EPC import. Was failing on some models which contained entries without images. i.e. Accessories entries on a DL1000A 2014. Now fixed
• Payment instruments.
  • First instrument must be cash / till based. Make this requirement obvious in screen design of c9.
  • Add ability to select a default instrument. So if 90% of txns are EFTPOS you can configure c9 to default select EFT if preferred
• Manual backup  :was whinging about sequence oldunithist_seq not being backed up.  Sequence is non functional and doesn't need to be backed up. Tweaked c9 so it doesn't whinge about it.
• General Ledger : GL Balance for units on floor was not including uints received under goods only scheme. Now fixed

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

• Cash till / Bank rec bug fix.  When reconciling a period (or doing a cash till count), txns in that period which were created and deleted in that period would not flag as reconciled and instead would flow over into next period requiring management as discordant operations. Now fixed to record reconciliation of the resulting delete operation
• Unit sales
  • When deleting/rolling back unit sales c9 would physically delete data out of the database. This version now retains information for archival/reporting purposes
  • New unit reports. Sales registry : serves as a dealings book. Showing unit movements. Reports on actual sales & deal/quote records
• Debtor/Creditor accounts. Compute GST on payments based on invoices/bills the payments offset instead of GST rate. GST on payments is not functional in terms of BAS reporting, but can be useful to look at when eyeballing payment records on screen for a debtor/creditor.
• Bugfixes
  • Print statement with individual invoices. Spares invoices on a statement would show screwy invtotals, but would work fine when printed individually. Caused by changes to invoice printing a couple of weeks ago.  Now working again
  • Trying to perform a job pickup on a system whose subscription has expired would result in a system error. Now fixed.

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

• Suzuki Fiche Import
  • Bugfix with import, would fail with network error under some circumstances. i.e. if app settings were set for graphical instead of list. (Root cause: improper AMF U29 decoding for 4 byte form of a U29 element).
• Tweaks and fixes
  • Franchises now track a supplier type : either OEM or aftermarket supplier. To be used by website parts fitting data to provide fine tuning over what constitutes OEM or Aftermarket fitment
  • Unit Deals : include option to filter results. Filters customer code+name and/or deal description
  • Modify customer : include button to access customer comments
  • Order book settings tabs.  New Tab option resets settings back to defaults.
  • Receive spares  : option to toggle unit/line costings displayed on screen as inc or ex GST
  • Purchase unit on consignment. Force operator to select a consignee
  • Unit paperwork. A deal with more tradein units than sale units would result in system error on printing new contract of sale. Now fixed
  • Spares stock take. Allow stocktaking of dead items only.  Mostly useful for quickly reviewing/adjusting dead stock items with a maxqty set

• Magician lookup for Mojo Motorcycles  : now working with their newly redesigned website
• Print part labels : take into account UOM settings.
  • Show unit price and print unit qty # of labels.
  • Only process ordinal UOM types.
• System changes needed to work with upcoming java 9
• Small Tweaks + fixes
  • Workshop : add parts. Option to print A4 or doc as a picking slip
  • Weekly planner : nag first time a job is moved via drag+drop to protect against accidental moves. Will renag again after 30 seconds of inactivity.
  • Parts Fitment : provide filter options
  • Cash Till : redesign report, visually display same info as is on screen (report was not updated after recent cash till modifications)
  • Spare parts invoices
    • Quotes : include anticipated freight as part quote total
    • Reserve : print as a 'proforma invoice'  for reserves where there is no upfront payment/deposit. Disabled via spares -> setup 2 tab

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

• Bank reconciliation changes
  • Allow modification of dates+times to line txns up exactly as seen on statement : makes for much simpler reconciliation runs when numbers don't add up. Provide move up/down and set date schemantics
  • Visual / Color code tweaks
    • Colour code self canceling journal postings. i.e. when a bank is linked to an instrument to itemize, colour code show cash till settlement postings so it is obvious they are self consistent and can be ignored
    • Colour code different days so it is visually obvious in list when stepping from one day to the next
• Spare parts tweaks for duplicate part numbers.
  • On select part show retail price of each item
  • Bugfix : if last item on list superceeded the screen should show original part and the supercession would not follow until after selection
  • Tweaks to deal with ongoing KTM / Husqvarna part fungability. New config options in edit franchise to further fine tune behaviour
    • Do not Defer to alt franchise if the part in question is in stock. (on by default. Can turn off)
    • Do not defer to alt franchise if daily buy price varies. (Allow dealers with both KTM + Husky go for the cheapest option)
    • Option to receive into stock under the alt franchise if item exists on alt franchise (off by default)
  • Tweaked logic WRT supcession management. Code should be a bit faster. (supercession resolution done entirely in database now)
• Stihl Warranty Export : switched to new file format. Tweaked warranty questions slightly to reflect this change
• Added ability to Import bikes & bits images and fitment data from B&BI website. (Requires B&BI to enable bulk transfer permission on B&BI dealer login)
• Tweaks & Bug Fixes
  • Workshop tax invoices. Print wording 'Tax invoice No' instead of job no, under Tax Invoice declaration (not required existing invoices are perfectly fine, but change will make one State level dept more happy)
  • Unit contract particulars. Would reprint/compute effect of deposit value on every sold unit. Fixed to apply deposit on first unit only
  • Receive parts on a deal. Print customer details under deal if known
  • Order book : allow adding a part onto partially received order.
  • Delete workshop job.
    • Would not allow you to delete a job where any deposit had been withheld.  Now fixed
    • Under some circumstances would pop up a" do you want to save changes button" after delete had already been committed.

Regression bug fix.  Receive spares order with no parts (i.e. freight only) would fail with system errors etc on screen.  Caused by recent introduction of receiving P/E goods via spares. Now working again.

Bug fixes with selling units under consignment

• If sale price differed from price back to customer c9 would fail with a journal error. Now can cope with some sort of margin between buy and sell price
• Units under consignment purchased for under <$300.  would not track input credit for the recipient invoice. Was assuming input credit was claimed as a <300 on purchase, which isn't case with consigned units

Bugfix with last version 4.704.  Receive spares order would fail with a journal error for invoice receive and if receive had freight component.  Now fixed.

This version includes changes to receive spares to make process of receiving units for power equipment suppliers alot easier.  The receive process can now be used to receive spares and units.  Especially useful for P/E suppliers who will put things like trimmers etc on an invoice with parts.

How it works is that parts in c9 can be associated with basic unit particulars. For example in F6 view/change part:

Then in receive spares section parts and units are denoted with an icon on receive screen.

On modifying unit items, you can specify specific per unit particulars. Such as vin/serial numbers.

When using c9's Electronic import option, c9 will guide operator through process of filling in missing data as needed during receive. So receive process should be fairly intuitive.

Other changes:

• Yamaha magician.  Was not failing gracefully if username/password was incorrect. Now fixed
• Units tweaks
  • Modify unit with goods only : Remove extraneous 'owner' field. only applies for units under consignment
  • Business -> Activity. Allow deletion of goods only units from this screen.
• Workshop checklist tweaks and bug fixes
  • Added a 'force refresh' button to refresh checklists based on template checklists from jobs and estimates. On key screens (modify + complete )
  • Under some circumstances a checklist would not refresh correctly. For example, a job with a single estimate, if you removed the estimate checklists associated with  that checklist would not automatically clear.
  • Under some circumstances additions to a template checklist linked to a job type or estimate would not replicate perfectly onto the job checklist. Now fixed. (would only replicate if a base checklist item had been added. Would not replicate items deeper into the checklist tree)
  • Check all options would not show deeply nested items as checked when printed out. Would only show immediate items below the checked item as checked. Now fixed
  • Checklist printout : would not print complete group name under some circumstances with deeply nested checklists. Now fixed
• AusPOST integration changes
  • Bugfix with modifying page types in setup. Was not returning custom option. Now fixed, now possible to set for example, EP paper as a4-3pp
  • Capture delivery instructions
  • Allow configuration of delivery freight to 2 decimal places
  • Allow label(s) to be forcefully recreated if needed. Saves having to delete a shipment and start over
• Other tweaks
  • Website structure. Do not show orphaned menu items
  • Point of sale, web orders  + reserve / pickup combo : default deposit to value of goods instead of $0
  • Disambiguate Husky p/e and husky bike order export methods : tweak names in list