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

Generic Export has been modified to allow for more flexibility and sophistication to allow exporting of orders to suppliers. The interface for accessing this is low level. This post explains how to manage the various options.  The screen, at a glance:

Options in summary:

• Mask : Control fields that appear in export file and order they appear
• Header : Define a header in export file
• Separator : define character that separates fields in the file.  Typically it is either comma (,) or semi-colon (;)
• Escape : control escape behaviour. Escape can wrap data in quotes (") if needed.

Read more...

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

• New feature Sales leads. Quickly record and manage interest. Capture minimal customer details and manage lead with followups etc
• Generic Order Export changes
  • Redesigned so it is more flexible. Advanced tab can be used to describe pretty much generic CSV file format
  • Allow configuration of separator. So can be used to emit ';' as separate instead of ','
  • Escape control. Only escape if necessary (new default), always escape (old behaviour), never escape
  • A separate post will be provided that explains the advanced options in more detail
  • Generic Order Export is now able to replicate behaviours of following export methods with correct advanced settings making them mostly redundant
    • Softway
    • Husqvarna P/E
    • Butmac (alot of brain damage the butmac specific export handles, so best to continue to use butmac specific one. i.e. coping with spaces in piston kit part numbers)
    • Mojo (Sortof : mojo expects xlsx, not csv tho)
• Tweaks
  • F12 pickup reserve / layby.  Default to cash sale for account customers who have prefer cash set.
  • Unit sale invoice : print unit colour if set.  Requested by some finance companies
  • Fixed Minor screen layout issues on modify deal and update contact
  • Setup : generate chart of account descriptions to pickup changes in names of payment instruments and reflect them into GL Chart
  • Restrict usage of bank and voucher in modify activity. Disallow modifying a record which was voucher or bank based. Provide some obvious warnings about risks of modifying activity records
  • View transactions: display amount in two columns : a DR and a CR column to visually separate inputs/outputs
  • Payrun finalize tweaks
    • Setup option to configure what money is recorded as removed from bank on payrun. Defaults to NET pay. Setup options to allow for NET+Withholding or net+withholding+super (default prior to this version)
    • On payrun finalize ask operator if they want to print/email all slips
• Low level tweak to prepare for further changes to add support for Java 9.  Java 9 not yet supported. This change is to try and minimize crappy anti-virus products (mainly Avast) from killing c9 installs when actual java 9 changes come in the next version or 2. Details : on upgrading only rewrite files if they have actually physically changed. Plan for java9 upgrade is to push a new startup.jar, but we don't want c9 to rewrite startup.exe with a duplicate because Avast will probably crack it again.

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

• Bugfixes
  • Contract particulars.
    • Compliance plate would print a completely  incorrect 1800s date under some circumstances now fixed.
    • Sale with tradein. Printing particulars could lockup c9 under some circumstances.  Now fixed
    • Sale with tradein. liabilities/encumbrances may not list under some circumstances. Now fixed
  • Vicroads Authority to register paperwork was not being filled in. Now fixed
  • View transaction : unlink.  Certain usage patterns of this function would put c9 into an invalid txn state. Now fixed
• Units + Deals and spares discount reworked
  • On deals can now manage discount to apply to parts before invoicing them
  • fixed a few obscure bugs and edge cases dealing with line discounts on uninvoiced items on a deal