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