• Unit+Deal tweaks
  • Bugfix: Parts on order for a deal.  For partial supply, parts that go on backorder double up on the deal on each receive.  Now fixed
  • Deals : add ability to start a PD job from within the Deal screen
  • Deals: add ability to complete and pickup jobs from within the Deal screen
  • Deals : modify job on deal automatically recomputes carried over PD costs
  • Bugfix : presales labour inherited on a deal was not respecting new quote management logic where quote info can influence pricing on a job. Now fixed
  • Unit invoice : new detail level : prints itemized list but suppresses line pricing and only shows tax invoice total figures
  • Paperwork additions
    • Added VicRoads Certificate of Approved Operations (Special Work Vehicles)
    • Bugfix with existing Cert of Approved Ops for Vicroads. Printed literal "middlename" instead of customers actual middle name
• Import part image improvements
  • Option to reimport fitment info but skip reimporting content + attributes. Faster refreshing of fitment data for KTM/Husky
  • Option to report errors. Previously would just fail silently. Error report currently implemented on KTM/Husky only.
• Profit Summary
  • Tweak reporting on warranty jobs. Previously would report value of job on pickup without consideration for what supplier actually paid. Now fixed
  • Default period to today: single day
• Cash / Bank Rec tweaks
  • On cash rec allow access to debtor txns and generic txns
  • Generic txn : tune list based on bank or rec
  • Generic txn : usability improvements
    • Balances shown reflects balance based on txn date
    • Show balances for all asset and liability codes
    • Visualise direction of txn and GL codes affected
• Misc Tweaks
  • Spare parts attributes: value was limited to just 20 chars on screen. Increased to 200
  • Import parts images. Merge parts attributes into both master file and stock records
  • Workshop job cards
    • option to suppress printing bold/red rego expiry/not set option. Accessed via setup -> main setup screen -> workshop tab.
    • option to forcefully print keyloc slot, when blank

• More cash till changes
  • Allow configuration of instruments to include in daily till count. Managed via setup. Instruments which do not settle/reconcile daily should be excluded from cash till processes and instead cash reconciliation process should be used instead.
  • Cash till float manipulation: post manipulation record on same day as cash till.  Makes things easier to read in reconciliation screen.  Backwards compatibility support for prior mechanism of posting on the day before.
  • Cash till aggregation : NET out conflicting records linked to a single operation to make cash till easier to read. For example say you sell something as EFTPOS but then want to flip it to cash via modify in activity screen.  Previously cash till would look like this with in & out for EFTPOS showing add and change canceling each other out.
    
    Now modified to only show the NET result on a per operation basis
    
• Miscellaneous Tweaks
  • Allow config of global website discount in setup
  • Tweaked AusPOST integration to allow configuration of overriding labels. Default startrack to disabled, doesn't appear to be working at the moment on live or test.
  • Rebates : removed 'rebate to tax invoice recently' when I shouldn't of.  Now readded.
  • Delete unit : under some rare circumstances system would allow you to delete a unit that has been subsequently sold. Fixed
  • Vicroads rego check : working again.
• Added support for clerk keys constraints on returns/refunds. Specifically:
  • Returned spare parts at point of sale (even if net effect of the sale is +ve)
  • Returned spare parts added to a workshop job
  • Following debtor txn types : bad debt.  Payment reversal. Refund. Credit note
• Low level DB tweaks
  • everytime c9 starts it attempts to insert a duplicate record which is used as a cache management thingo which burns through primary key sequences fairly quickly. Fixed to only insert if needed
  • Added some system support for postgres 9+.  (A couple of system tables change in 9+. i.e. getting PID for pg_stat_activity)

• Workshop
  • department sales. Recent changes broke ability to sell to department with an ID of -1.  Now working again.
  • Create new job. Do not use customer discount % if job involves an estimate
  • Print pro forma. Option to print it as a full tax invoice.
  • Add labour.  Select tech now optionally allows you to filter non techs. For non tech staff set their type to 'Non Tech - Other'
• Unit sales
  • New 'Finance settlement' option in browse dealer which simplifies settlement of finance/floorplan arrangements where dealers only get partial finance based on floorplan owing. e.g. YMF
• Online backup error : last two versions of c9 added a record into database that made online backup complain.  (They set a couple of time fields to milisecond precision but online backup only supports upto second precision. The records would backup, but not with millisecond and backup would complain. This fix fixes the problem by rounding these two records to nearest second. Not a critical backup issue, backup still working, just whinging about the lost milliseconds on 2 records).

Changes to minimise variations between old cash till and new so older cashtill records can be meaingfully viewed

• recording of banked funds slight different between old and new. Tweaked new so it will also pickup old
• new cashtill is sensitive to 'reconciled' txns.  Flag prior till ops such as float and bank as reconciled since this is what new cash till does automatically
• Display till float manipulation for following day so it is more obvious what is happening when reviewing historical counts
• save till : make it obvious what has changed on save nag.
• force paidout to be what is posted on the GL, not what was recorded on old cashtill count

Other tweaks

• View spares invoice. Option to modify cust order number
• Factory Unit Purchase : option to receive goods only & process incoming invoice separately.

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

• Job card bugfix. Was printing 'not set' for rego if rego expiry was not set. Fixed to print 'not set' on expiry, retaining rego info (if any)
• Manage website content tweaks
  • Allow for more detailed summary text.
  • Allow window to be resized
• point of sale bugfix.  Complex scenario where a heap of parts are ordered under customer, with a deposit.  Some come in, and those items are assigned to a workshop job instead, with other parts remaining possibly intended to be sold direct to customer. C9 will assign the entirety of the deposit to workshop job, not just the bit that would be normally allocated for a partial receive sale potentially assigning more deposit then the job will be worth, including considerations for labour.  Tweaked logic to allow partial assignment only.  Tweak F10 complete screen so amount of deposit moving from spares to workshop is obvious (read only).
• Cash till. Major rewrite of cash till to revert to older style cash till in terms of ease of use but still retain mechanisms to feed into bank reconciliation. Specifically:
  • Complex save/delete mechanics all disappear. There is still a 'save' mechanic, but it is there purely to memorise till count only if you want to pull it up at a later date It serves no other function. (It also posts variations on bank settlement to GL, but this is not impactful on cashtill, strictly bank rec).
  • No restrictions on till count periods.
    • Skip days ,no worries. (C9 will still default to next day. But you can more easily push forward here now)
    • System now relies posted journals to figure out previously posted bank settlements etc.
  • System uses bank rec tilling for cash till count. So powerful bank rec tooling is now accessible within cash till to help figure out why things do not add up.
  • Got multiple till counting working properly.  (Till nos now post to different GL codes)
  • Rename GL chart of accounts to reflect action instrument & till names. Instead of Instrument #1, Instrument #2 etc.
• Bank rec changes
  • Overhauled classification and computation of discordant transactions.  Discordant txns are now:
    • Back dated (& live) txns. Created during or after reconciliation period
    • live txns that are flagged as held over from prior reconciliation.
    • Txns which were either deleted or undeleted after the fact.
  • Overhauled computation of effect of discordant txns.
    • Backdated transactions will be included in till count as though they happened today.
    • Discordant deleted txns now affect the reported balance. idea is if you delete an old workshop job, you need to backdate some sort of record of what happened with the money in order to reconcile.  Undeleting also requires action to reconcile.
  • DB changes to boost efficiency, both to general ledger and bankrec/cashrec computation. Previously over time the GL and bankrec/cashrec would get progressively slower as more and more records are added to the system. New DB changes should result in fast, consistent performance more or less indefinitely.

• Unit rego expiry highlighting. Do not highlight for floor stock
• Spares invoice.
  • Make E-Reference a barcode so it can be easily scanned
  • C9 export as PDF.  Allow barcode fonts to be encoded correctly in PDF files
• Parts availability check
  • Honda / HOOS working again after their recent server changes.
• Merge customer - C9 previously would not replace following customer links.  Now sorted:
  • Franchise supplier to credit
  • on road cost / rebate suppliers on sale/deal/quote items & for default unit cost groups
  • workshop subcontracting suppliers
  • SMS/Email messages & SMS Replies
• International web orders
  • Default point of sale to GST exempt when importing a web order set outside of Australia
  • Default point of sale to GST exempt when importing a web order involving a customer who is flagged as GST exempt
• Tweaks and fixes
  • Removed rebate to tax invoice. Redundant functionality now you can assign a supplier to rebates
  • View transactions. Last version of c9 made the delete button inaccessible. Now fixed.
  • Tweak system provisioning to make things easier for Ben to setup a new system
• Low level system changes
  • new system file : java.opts.  In here drop in any java system settings. i.e. -X and -D java flags etc.
  • new startup exe no longer pops a console.
  • Provide a mechanism to boost memory used by java via setup screen. Main need for this is fiche image processing for certain suppliers
  • Fixed bug with system monitor displaying memory stats for Java VMs which have have memory heaps into the GB range. Number displayed previously was wrong
  • Graphics acceleration tweaks in setup overhauled. Previously didn't do anything useful fiddling with these.
  • Added opengl acceleration option. Hopefully this may permanently fix Java Video RAM corruption issues that occur with possibly shonky videocards/drivers

4.692

• Messenger settings.  Allow configuration of c9 so messenger will only start on certain designated terminals instead of any terminals.  This may be a better setting for many shops to constrain messenger to one or two commonly used computers to help with sorting out networking issues within the shop

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

• Contacts
  • Select transactions to pay. Order transactions on screen in allocation order. Which is due date (bills only), creation date + audit reference. So this way for multi txns it is visually obvious which txn will be partially allocated (the one on the bottom of the list)
  • Select transactions : show due date (for bills)
• Tweaks and bugfixes
  • Low level system bug would cause miner results screen to crash sometimes (thread safety issues with strings on screens)
  • Optimised C9 startup time slightly (reduced # of hits on database required to check DB tables are there)
• Workshop
  • Make rego expiry and expired rego obvious in view/modify screen and on job card. Useful for workshop test riding bikes
• PC-EFTPOS integration
  • Added some basic concurrent access protection for shared EFTPOS terminals.  Uses C9's own DB to provide concurrency control to the terminal since PC-EFTPOS doesn't provide any meaningful mechanism here.
  • Tweaked existing txn window button text so options are a bit more intuitive.
  • Auto highlight first selectable button on EFTPOS input. ( OK, Accept, Decline, Auth, Cancel )
• Contacts
  • Added a slot in database for Bank BSB and account no.  Work in progress. So far:
    • BSB validation
    • Security mechanism to restrict access to view/modify bank details & Encrypted on disk
• Fiche importers
  • Tweaks to mojo importer to battle through activity throttling logic implemented server side

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

This version of c9 ships with an initial fitment mechanism.  Allows linking of hard parts , after market items back to specific models.  At the moment the fitment stuff only feeds c9 powered websites and is only really useful for KTM/Husky brand at this stage. Though it might also work for Yamaha + Y-SHOP mix.  Plan is to extend further for aftermarket mapping down the track.

KTM / Husky stuff:

• Import KTM parts images. Pull down and map fitment data during image download
• Added new fiche importer. KTM -> Husky interchange. Allows a KTM dealer with a website to pull down husky diagrams off another dealers website. And vice versa. Strictly only works for KTM/Husky dealers and only if they are running a website. Everyone else can continue to use remote diagrams
• allow a franchise to be configured with a preferred OEM. So if you are a Husky dealer, you can add KTM pricefile, but configure KTM pricefile to redirect to Husky pricefile where there is overlap. e.g. select a KTM part c9 will automatically flip to Husky part if there is such a thing in point of sale

Other changes:

• Import parts images. Default part description to import as detail only scope
• Modify web images. Default main text to be detail only scope
• Import fiche : added better error trapping and handling. Previously could do odd things like leave database in uncommited state
• Workshop unit selection. Disallow transfer of a unit from/to the dealership if c9 units module is enabled.
• Support tools
  • Include a big link under Main menu 'Remote Support' to open up remote support tool
  • Included another link to open up our remote support webpage
• receive spares.
  • Screen redesign : Make it obvious at top of the screen what is going on.  What OEM franchise is being received, who creditor supplier is, and whether or not a bill is being created against that supplier
  • Select alternative supplier : jumps straight to creditors.  No longer able to select other franchises : functionally didn't make sense to do this so removed and simplified. Also make it clear that supplier is an alternative/overriding supplier.
• Customer alerts
  • Bugfix : bugs in open reminders list could make it display extraneous results. Now fixed
  • customer notes and customer comments can be flagged to popup a prominent alert message whenever the customer is selected in screens like point of sale etc. e.g:
    

Tip: Husky / KTM Interchange setup:

• Under spares -> Utilities -> Add / Edit Franchise. Pick the secondary franchise. i.e. if you are a KTM dealer your secondary franchise is then Husky. You want to modify Husky
• Click on advanced tab.
• Click on change button under 'Use the following franchise instead for matching part numbers and select KTM franchise. System will now flip from Husky to KTM for common parts

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

• Unit spares tweaks
  • Under some rare circumstances it is possible for parts to remain on order for a unit on a deal that has since been deleted off the deal. Rare in that normally when you delete a unit on a deal, all orders connected to that unit are automatically cancelled. Resulting receive invoices will list deal ID as 0 and parts will go nowhere.  Fixes:
    • Do not auto invoice parts for a deal if underlying unit disappears
    • Instead keep parts on order in receive status. Accessible via F12 pickup ready for manual intervention
    • On printed receive sheet highlight such deals
• Paperwork changes
  • Added QLD TMR forms for Transfer & Registration of Marine/PWC
  • Paperwork changes. Under some difficult to replicate circumstances some forms would print blank.  Bug tracked to graphics library c9 uses to generated filled out results ontop of forms (clipping filter heuristic with SVG renderer broken when matched with PDF overlay drawing.)
• Deposits on unit deals
  • certain order of operations on adding a new deal + a power outage can result in a deal on the system with a deposit record, but no actual record of deposit taken in business activity. Now fixed to prevent this.
  • Biz activity would allow you to delete deposits and withdrawals on deals. Modified to prevent this from happening
• Units under consignment bugfixes
  • consignment with a consignment reference would incorrectly post floorplan related journal entries
  • rolling back a sale involving a consigned unit would also rollback the original consignment. Now fixed
  • sale of consigned unit would not post a non abn subsequent sale input credit claim. Now fixed
• Bank Reconciliation
  • Include unreconciled altered journal records in list of disordered txns.  Specifically journals originally posted before reconcile period which were subsequently deleted/undeleted after the beginning of the reconciliation period
  • Disordered txns. Show reason for disorder on screen. Current list:
    • Delete/Active status doesn't match status when txn was last reconciled
    • Txn was flagged is ignored on prior reconciliation
    • Delete/Active status altered during/after reconciliation period
    • Back dated & unreconciled txn
• Simple workshop job
  • Allow selection of rates + fixed labour
  • Bugfix :was saving clerk as the tech, not the selected tech
•  Payroll
  • Modify adjustment. Show unit next to amount, $ or hours depending on adjustment type
  • Added support for compulsory super threshold.  For existing entitlements it defaults to zero. For newly created entitlements defaults to $450
  • Disable payroll business option if login is not enabled for payroll (previously would hide the option)
• Mojo MC fiche import
  • Tweaked importer to deal with Mojo API traffic throttle. Not thoroughly tested yet so not entirely confident it will work
  • Added mapping for CF-Moto & Kymco
• Workshop Warranty management
  • Default new warranty jobs as tax inc : making them supplier warranty jobs by default
  • On pickup screen make it obvious whether it is a dealer or supplier warranty in the top status bar

• Kawasaki fiche import. Previously would ignore non hotspotted parts. Now fixed to import all listed parts
• Added fiche import for Mojo Brands : TGB, Sherco & Daelim
• Receive parts import from PDF : added notion of purchase order importing which flips receive screen to 'goods only' mode. Currently works for importing of Yamaha/Ficeda purchase orders
• Email reserve/pickup later. Default description of the spares list in email body as "Parts Reservation". Previously was using default of Spare Parts Invoice"
• Job card :print key location if set
• Typo fix for Timesheet report
• Under some situations doing things that trigger some sort of database error, (e.g. moving a stock part to another franchise that already has that part) could put c9 into a state where it permanently shows a 'Database Error' nag. Now fixed.
• Aged trial balance : new default filter option filters out records where total balance is zero, even if aged periods are non zero : if they tally to zero then filter. Old filter can still be pulled up if required
• P/L tab on view job and modify job : was incorrectly showing discount as inc GST.  Now shows ex gst line discount
• Miner : tweaked jobs elements to allow values you see on P / L tab to be extracted/queried upon
• Purging old stock file items. New setup settings that allow you to control purging of items which have retail or description modifications. Old behaviour remains configured default : keep old items with with price or description modifications.
• Estimates with references
  • Copy workshop estimate.
  • Copying an estimate with a reference was not possible. Would trigger a duplicate estimate error. Now fixed : generates a new unique reference
• Search: recent changes broke partial search. i.e. searching for 'Ric' in contacts would only match 'ric' excactly not anything beginning with ric.  Now fixed. examples
  • ric   : matches anything that starts with ric
  • (ric) : must match ric exactly
  • (ben) ric  : must match ben exactly, any contain something that starts with ric
  • (ben) ric* :  a synonym for (ben) ric  , the wildcard is not necessary