Honda service reporting requirements cover a number of concerns which require running jobs through c9 in a way so that report outputs are accurate and meaningful. Key areas of importance

• Honda vs non honda jobs
• job types.
• Genuine parts and oils (hardest bit to get right)

Honda vs non Honda Jobs

For a job to picked up as a honda job, it needs to have a unit assigned to it and the make associated with the unit is "Honda".  Fairly straightforward.  If job doesn't have a unit, it won't be reported. Further, Honda prefer complete VINS on unit so make sure the full VIN number is in the framenumber field on  the unit

Job types

Honda report requires classification into one of 3 types. Internal, Warranty and Customer. Tagging in c9 is straightforward but be mindful of these requirements.

• A warranty job is any job where 'Warranty Repair' flag is set.
• Otherwise if job has a customer it is a customer.
• Otherwise it is internal (irrespective of pre-delivery status of the job)

Genuine Parts and Oils

Parts on a workshop job need to be spare parts, not workshop parts, and need to be flagged against a franchise with the name 'Honda'. Otherwise they will be ignored for Honda Service reporting purposes.

Oils are any honda part that starts with the following part code:

• L1002-HP4
• L1002-GN4
• L1002-GN4
• L1002-FCW
• L1002-CHB

 

Normally many of these codes represents drum products and you pretty much never sell a drum to a single job,  so many operators of c9 prefer to use workshop parts for oils.  Such approaches will not work for honda service reporting.

C9 allows you to configure parts like a drum of oil to have a unit of measure which allows you to sell the oil to the job on a per litre basis. Details on setting up unit of measure here.

https://c8software.com.au/wp/2015/09/units-of-measure/

For example a 205 litre drum of 10w30 GN4 is setup in c9 like this:

Then it can be sold onto workshop job on a per litre basis and honda service reports will pick it up.

 

 

 

 

 

Just a few minor fixes and tidies

• Boss Web Magician query. Should be working now.
• View fiche via remote client.  Previously would warp and stretch the image. Now fixed
• Unit sale with workshop pre-delivery.  Spares items were not billing for spares currently on order. Now fixed.
• Paypal payment processing.  Make errors more obvious on screen and display actual error message paypal returned

Includes database changes. You need to log all terminals out of c9 during upgrade.

• Spares
  • Tweak database to forcefully disallow franchise names with same name. i.e. disallow two Honda's , and/or disallow 'HONDA' and 'Honda' as it messes up things in c9 having this.
  • Point of sale bugfix:  did not allow line discount $ of 1000 or higher. Now fixed.
  • BRP parts availability query.  Didn't work, never worked.  Now works.  You need to provide dealer ID + user + pass on F12 Magician.
  • Export Order: added support for Harley PAM export format
  • Receive Spares
    • Import KTM/Husky Spares invoices.  The trainwreck rumbles on.  Modified c9 to allow importing any Butmac invoice irrespective of whether or not the invoice balances. If invoice doesn't balance c9 will assume balance is an unstated discount but warns user to accept import results at their own additional risk.  Old versions of c9 will treat the warning as an error and will fail fast so you have to upgrade c9 in order to keep importing KTM/Husky spares invoices.
    • Remove global discount $/% options
    • Allow user to change parts value. On receive c9 offers option to reprice items to match the rekeyed parts value if they do not match. This replaces global discount $/% methodology with something which is hopefully more intuitive.
    • Manually change parts value. Previously GST would not recalculate for imported receivables, was fiddly to get it to do this. Now happens right away
    • Provide visual clues to what fields are 'locked' and what fields are calculated. Should make it easier to get invoice figures in.
•  Workshop
  • Modify job.  Include unit and customer name in window title description.
  • Profit reporting inconsistencies between profit summary and workshop profit. All bugs in workshop profit report. Summary report is fine. Specifically
    • Discount component was incorrectly handling GST component
    • COGS component under some rare circumstances would overstate  COGS (too hard to explain exact behaviour, report logic was just plain wrong)
    • COGS component did not include ordered parts still not yet supplied for workshop jobs already invoiced out
  • Bugfix: Pickup all by customer. Would flipout with a GL journal error if any jobs in the list (except last job) had a deposit recorded against it, forcing you to have to pickup the jobs manually, one at a time.  Now working.
• Units
  • Overhauled rebate management.  Provide a easy view all rebates screen from which rebates can be managed.
  • Allow uncollected rebates to converted into invoices in new rebate management screen. Invoices are tracked against a nominated account contact.
  • Provide ability to select a supplier for unit line costs and expenses. So underlying creditors can be tracked.
  • Spares sold on unit deal : link customer name to spares for easier searching in contact section
  • Purchase unit on account. If contact is a supplier as a bill to be paid instead of as a deposit.
  • Various bugs with rolling back a sale and recompleting it in terms of re-recording rebates etc. Now working alot better
    • Was deleting on road cost lines instead of retaining them for reuse
    • Delete unit sale via business activity sometimes would not delete all connected records. Had to delete them manually. Now sorted
    • Linked to sale delete handling like rebate broken. Now fixed. Was supposed to commit journal correction and new journal in separate GL postings but wasn't. Now working
    • Link to sale detection broken. fixed. Was treating deleted sales as a valid linking sale.
    • Reorganise code so writing sale line items is more efficient. Needed to retain invoiced rebate status if rebate line item doesn't change on rollback/resell
• Other
  • Miner report.  Rerunning miner report with different settings created a mangled report of old and new settings printed over each other. Now fixed.
  • Web content.  Tweaked webcontent editor to convert chars to simplified latin.  i.e. convert Öhlins to Ohlins.  New webserver we are moving to soon can handle extended chars better so we might open this back up in the near future.
  • General Ledger.  Inventory updating could flip out constantly flipping back and forth with a +0.01/-0.01 tweak due to rounding errors. Typically caused by things like UOM items on workshop jobs in progress.  Not a functional issue, but could cause database to fill up with pointless journal postings.

The following shows how you can setup c9 to price Y-SHOP so it is priced at RRP instead of applying your normal markups.

C9 allows you to implement complex rules that influence pricing of items.  The Yamaha file in the c9 central repository now encodes the part 'divison'.  This field can be tested to figure out what items are Y-SHOP items.

How to setup

Step 1 Add a RRP price break system.

Firstly we need to setup a pricing system that is strictly RRP.  The recommended way to do this is to modify the special 'accessories' franchise and make sure it's price breaks are zero.

• Spares -> Utilities -> add edit franchise
• Select accessories franchise and click modify.
• Goto markups table and make sure everything is zero here.  (Accessories items are not backed by a price file so these figures never have an effect on accessory items).

Step 2 Add a rule against Yamaha Franchise

• Spares -> Utilities -> add edit franchise
• Select yamaha franchise and click modify.
• Goto advanced.
• Clik Add to add a rule
• On select franchise window, select 'Accessories'. The rule we are adding is a rule that applies accessories price breaks to parts that satisfy the rule.
• The rule you need to key in for Y-SHOP is following.

kvp(mf:metadata,'div')='Q1'

• Click OK + OK to apply the change

Step 3 make the rule happen

Rules added do not apply right away. They only apply on price file import. So from here import price file from C9 central repo (will only work here, the price files Yamaha otherwise distribute do not ccontain information needed to figure out if it is Y-SHOP or not).

If you have already imported price file you'll need to force reimport the entire price file again. In import price file,  select option' Reimport full price file' to force recomputation of rules.

If you now look at a Y-SHOP item in edit price file, you can see this as proof that it is working:

 

 

Includes database changes. Need to log all terminals out during upgrade

• Spares
  • Stocktake adjust screen. Show variance, old and new QoH to help facilitate variance based stocktaking/verification.
  • Receive stock, new option to distinguish between receiving goods with and without a tax invoice. See screenshot below.
    • Subsequent invoice can be added against the supplier at a later date (via add payment)
    • Received goods in general ledger are balanced against new liability code : "Goods yet to be invoiced" (2-6200)
    • New option in add/edit franchise allows you to default a franchise to receive only
  • Receive stock bugfix. Import previous incomplete receive was not refreshing total pricing. Now fixed
  • View Invoice/Quote : provide a convenience button to access new point of sale session based on selected quote/invoice.
• Workshop
  • Record sublet as invoiced from within edit sublet item : allow recording of invoice ref #.
  • Browse purchase orders : show ref #
  • Browse purchase orders : include filter option that filters on job card no, ref, description etc.
• Units
  • Print paperwork.  Dodgy data such as things copy pasted into c9 can cause print paperwork to fail with an error. Now fixed.
•  Business
  • Remittance details. Ability to print different remittance details on different invoice types. e.g. different bank details for bike sales compared to spares/workshop invoices.
  • Data Miner
    • Allow link invoiced and ordered items to stock items
    • Allow link invoiced items to invoice
    • Allow query invoiced items as primary query item
    • Bugfix, many part number based joins in miner broken. Now fixed
    • invocice item query : allow filter based on date

• Spares
  • Honda HOOS check. If part qty is zero or insufficient, also return B/O ETA.
•  Workshop
  • Record clerk key on unpickup job.  Provide an activity report on a job card via view job.
  • New job / complete job. Do not overwrite unit odo/hours if no odo/hours set on job card.
•  Units
  • Added Rego (C) and Transfer (B) forms for NSW paperwork
• Fixes and tweaks
  • Bugfix with workshop report.  Internal job total inc line and tally wrong

  View/Change part. A few visual tweaks so it can handle window resizing a bit better

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

This verison introduces a global stolen vehicle database that is triggered from VIN numbers.  At key points in c9 (purchase unit, start new workshop job, add a unit) c9 in the background will interrogate stolen database list and alert you if the bike is flagged as stolen and which dealership flagged it.

 

To flag a unit as stolen so that other dealerships can also see this, goto modify unit and tick the checkbox that says 'Stolen Vehicle

Other changes

• Spares
  • Export Price file : include option to export as CSV file (instead of just OPEA)
•  Workshop
  • Timesheet report would not work while running c9 remotely. Now fixed.
• Bugfixes/misc
  • Increased max chars on SMTP server from 40 to 60
  • Paypal integration.  Under some rare circumstances c9 would incorrectly track amount of money collected from paypal so far resulting in errors when closing out a paypal sale.  (Cause: pointofsale screen did not drop till objects if left open, so subsequent sales would rewrite wopayment on an unrelated invoice, resulting in c9s tracking of paypal ops being incorrect. There might be impacts also for eftpos integration with this bug as well, likely eftpos journals being duplicated in the database.)
  • Includes a possible fix for long running issues that impacts a couple of c9 users who have dual monitors and relatively modern computers.  (Possible low level defect in java's RepaintManager causing VolatileImage objects it serves up to be somehow broken making screen refresh wig out repainting incorrect buffer sizes.  Resetting buffer settings on RepaintManager at critical points seems to of  fixed it. One identified trigger point is transition of add labour and message window that pops up that says 'labour added'.  Suspect issue is video driver buffer has some sort of race-condition associated with switching in new OS level windows. Instrumented c9 code using decorated RepaintMaanger suggests c9 is honouring AWT thread contract and keeping everything on AWT dispatch thread, so race, if it indeed is a race, is unlikely to be caused by c9 code. ).

While new Honda API Transitions in, following describes how to access Honda service reporting data the old fashioned way.

In c9:

• select Miner.
• Select load standard query
• Scroll down to Honda report and select 'Service Record' and press Selectrr
• Click 'F4 process query', key in date range and press OK

 

• Spares
  • Suzuki EPC import. Cope with importing  some old models where there is no yearcode, i.e. RM250X - 1999 and RM250X - 1981
  • Edit Franchise : Honda APIKey/Honda dealercode changes were not being saved in this screen (was working in order setup screen so possible to workaround)
  • Import OPEA price file : new optional to optionally import packqty data from OPEA file. Useful for new Kawasaki price files.  Still need to tell c9 what to do with this data (edit franchise : pack order tab)
  • Export KTM/Husky order file.  Option to split order file into multiple files because their website cannot cope with order files with more than 200 line items or so.  Split size is configurable, defaults to 200.
  • Place some constraints on activity records on spares that can be deleted (original constraints relaxed in July 2015, reintroducing some of these constraints to prevent incorrect deletion of deposits added on account. sales activity can still be deleted/undeleted).
• Units
  • paperwork.  Obscure bug with printing paperwork would show incorrect figures in situations where presales jobs are modified after the unit sale was processed, incorrectly picking up new line items from presales workshop jobs which were not actually included in the unit tax invoice.
  • paperwork. Included following wording with a checkbox on all CoS cover letters. "I, the purchaser confirm I have received a copy of the terms and conditions of this contract (Purchaser to tick)"
• Miner tweaks and fixes
  • bugfix with report tallies crashing sometims (due to improperly rewritten clarion picture defs)
  • improve count tally so it is possible to show  a count for numeric/date & time fields.
  • Bugfix with rendering min and max dates aggregates
  • Report screen not rendering properly and running slowly under some circumstances when trying to change aggregate function, now fixed
•  Misc
  • Profit summary : rebate components incorrectly calculated. Now fixed.
  • Visual tweaks to C9 DMS and help about web buttons so it is visually obvious you can click on these
  • C9's internal CSV decoder (used for importing generic) was handling backslash as an escape char. Though some CSV files do this, generally it isn't the standard. Realigned with standard. System now imports Kawasaki price file accurately with this change (previously would mess up a couple of parts).
  • New startup option on command line, allows you to fine tune first screen that opens when you login to c9, so you can have differeent icons on your computer opening different parts of c9.  This is done using command line setting start=<location>.  Location is based on top + left menu bar option (doesn't work with old school menu system). For example spares/orders/advanced/browseactive opens the Browse Active option under orders / advanced in spares section of c9.  Name is exactly as you see it in c9. Some examples:
    

    startup.exe start=spares/orderbook
    startup.exe start=spares/orders/advanced/browseactive
    startup.exe start=workshop/scheduler
    startup.exe start=contacts/reports/agedtrialbalance

 

Important regression changes

New backdating functionality alters the way pre-existing backdating on unit sales and debtor/creditor payments behaves. If you change the date you must provide a clerk key that has "can change date" option set.  See below.  With new version of c9 you will not be able to change dates on unit sales/account records until this new option is explicitly enabled.

• Workshop
  • New Setup option to default new jobs to received
  • New setup option to default new job status to unset. Forces user to select a status during create new job
  • Import vicroads vehicle details : import rego expiry was broken. Should be working again
• General
  • Ability to backdate/forward date invocices for spare parts, workshop jobs and deposits
  • New clerk key security option which disables redating invoices by default unless enabled. Like no-cash collected, the option is forced on and cannot be turned off. All staff that have permission to access this function need to have a clerk key and the option set.  (Setup -> Other Settings -> Staff)
    
• Website
  • Added Yamaha YSHOP parts/image importing
  • Bugfix with mapping parts to webstructure. Stopped working after attributes on stock file change a couple of months back.  Now working again
• Orderbook
  • filter orderbook based on accessory supplier not working (broken for about a year, only just noticed). Now fixed.
  • orderbook would not display if a orderbook item had a duplicated note against it. Now fixed.
• Tyro/PC-EFTPOS integration
  • Provide user option to close out open txns. (Open txns will happen due to system error. Timeout on EFTPOS equipment or equipment/network failure etc)
• Unit Paperwork
  • Vic Form5 : print dealer address line #2
  • Add ability to print paperwork from view unit. Initially only allows you to print Vic Form 5, but other forms will be included as needed
•  Tweaks/Fixes/Other
  • Spares profit report : option to filter based on clerk key.
  • Deals Bugifx : under some fiddly conditions it was possible to end up deleting/modifying a completely different, previously finished deal not the one you've actually highlighted. Now fixed