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Release 4.686 August 23, 2017 barney

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

This version includes bank & cash reconciliation facilities. Detailed documentation on these functionalities to be provided separately

Other changes. Misc fixes/bugs etc

  • Cash till report.  Tweaks to non cash banked figures would flip out cash till tally, which would fix by making another change somewhere, such as toggling count mode. Now fixed.
  • Add transaction, select transaction changes
    • if user closes screen after making selection  changes, pop up a nag asking them if they want to apply their selection changes anyway
    • Make select/deselect toggle trigger off enter key
    • After successful selection changes : nag user if they want to retain previously entered amount or switch to new tally based on newly selected txns
    • New transaction type : Bill + Pay.  Records a bill & a payment in a single operation
  • Workshop job delete/undelete fixes
    • If job was invoiced using deposit amount on customer record (instead of job itself), and then that invoice is rolled back, the deposit on customer is returned to customer, but the recorded deposit on the job was not altered, resulting in inconsistent valuation of deposits.  Now fixed.
  • Monza Magician query : was returning incorrect available qtys for some parts, related to where parts are warehoused. Now fixed.
  • Fixed a couple of menu typos
  • System reports. Include filter option: makes it easier to figure out when last price file import for a given franchise happened
  • Added new trial balance report for creditors : works off due date on bills.
  • Filter search logic in contacts, parts etc.  Previously a search for RM450 in contacts would match things like RM 450, RMZ 450 etc. You can now force the "RM" part of the query to match "RM" only like this:  (RM) 450
Release 4.685 August 10, 2017 barney

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

  • Supplier warranties
    • Allow recording of creditor contact on finalisation. Adds a supplier credit onto creditor record
    • New option in setup  : force selection of creditor contact
    • Biz Activity : recorded contact is supplier, not the customer of original job
    • Biz Activity : deleting warranty record would flip job back into progress state. Modified to not do this
  • Creditor / Debitor linked txns
    • Bugfix: If select 3 or more txns to pay at once. If you go back into the screen to select the txns it would forget most of the selected list. Now fixed. (Previously If you completed, add txn operation system would correctly link to the 3 or more txns you selected okay. The bug itself is linked to when you goto review/modify the list of txns).
    • For bill payment,  preferentially link to transactions in due date order. Recording oldest to newest as paid
    • Select transactions to pay : show a running tally of unallocated value of selected txns
    • Provide ability for user to alter list of linked txns after the fact.
  • Other changes
    • Customer code auto generator. Now includes a blacklist of swear/offensive terms to avoid. When it runs into them, will revert to first 4 letters of their last name only.  i.e. "TED CUNNINGHAM" generates a custcode of "CUNN" instead of the more colourful default
    • Kwak import. Looks like some models on dealer site do no work and contain no diagrams. C9 was failing on importing these. Now skips over them
    •  BRP import. Failing with 2018 side by side model due to how they've setup the images for these on the BRP site. Now fixed to import these.
    • Fiche data cleanup : optimise cleanup of extraneous images
    • Spares profit report. Date selector : use same selector widget that appears on reports like workshop profit report etc.
    • Standard date selector widget: preset step period (day/week/month/quarter) based on initial date values. Previously always started on 'day'
    • Spare part returns : allow deletion of credit note on supplier.
    • Website, text + image widget. Tweak to not force image to be 160x120 : to allow James do some interesting web design things with this widget
    • Add labour. Make relationship between tweaking time and tweaking price more explicit and visually obvious with a lock/link control.
      lockdisc
    • Unit QBE tweakage
      • Revert default ownership filter back to any : when accessing Query via Units -> Browser.  Miner will still default to newer not sold default
      • Provide obvious visual clues on query screen broadly what units are being selected. e.g.:
        unitqbeclue

Tweaks to select part description filtering:

Find part screen in c9 allows you to search parts based on description. The searching is combined english text search and search for letter + number combos. e.g. search for 'force' will match 'forcing', 'forces' etc and various english variants. While a search for "190 50" will return things like "190/50-17 pilot road 2", "190/50ZR17 BT020" etc.

Some tweaks to this. Some augmentation of letter + number combos. You can put wildcard '*' in to match letter or number combos that start with it.  The wild card applies to the letter/number combo before it.  e.g.

  • GTR 14*  will match things like "BAGS INTERIOR PAN 1400GTR" or "GTR14 07"
  • GT* 14 will match "WEB GTX BOOT 14 41".  "GTZ14 -S powervolt MF"
  • GT* 14* will match all of above and more

There is now a setting in Setup under spares to make wildcard '*'  implicit on all description searches. So it will apply for everything without the need to key in the '*' character.

With great power comes a need for a great database server. Most queries should be fine on typical servers we setup, but searching for "1*" on all franchises for non stocked parts is going take a solid 15 seconds + some so on an old crappy database server. If this is the sort of thing you want to regularly do your database server needs alot of RAM (8gb/16g minimum) and/or fast harddisks (i.e. SSD's or really good SATA drives).

 

 

Release 4.684 August 7, 2017 barney

Redesigned key screens that input and display marked up text.

  • Compose email/print for bulk miner mailer.   & View Sent SMS/Email
  • Would occasionally crash. Generally would crash on fast computers due to threading issues, should now be fixed
  • Should now work via remote access.  (Requires rebuild of remote client)
  • Embedded Spell checker. Fixed spell checker to not kill selected highlight when spell check runs
  • minor visual and usability improvements. e.g. keep displaying highlighted text after losing focus.

Other changes

  • PC EFTPOS : prepopulate MOTO with on account card details if any
  • Payroll : allow creation of recurring payroll items. Automatically added to every pay slip. Recurring items are pro-rataed
  • Added diagnostic logging for nags and alerts, such as "Are you sure you want to continue?" type nags.  Previously from diagnostics we could only inferr what users were selecting for such screens when providing tech support. This version explicitly records nags that appear and what buttons users select in those nags to help us with future diagnostic / tech support work as it comes up.
  • Spares on order report. Organise by franchise name + partnum. Break report into sections based on supplier when 'everything' print is selected

 

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Release 4.683 August 1, 2017 barney

Minor bugfix with 4.682.  View SMS/email and bulk miner SMS/email screens broken.  Now working again.

Includes an untested tweak for Kwak Fiche importer. Importer currently broken. hopefully changes here fix it, but not thoroughly tested so may remain broken still.

Release 4.682 August 1, 2017 barney

Paypal integration bug.  A days worth of weborder paypal txns have come through which c9 is not able to process correctly resulting in c9 showing a garbled list of paypal ops completed so far and c9 not able to allow the affected sales to complete. Tweaked c9 to cope with these ones, show correct data and allow completion.  C9 was misidentifying list of 'child' txns that were connected to the original order.  Mostly impacts dealers that perform high volume sales on web with multiple open paypal orders running simultaneously. Only affects paypal orders submitted on over last 2 days.