A few tweaks and fixes

• Receive spares.
  • An invoice with units + a huge number of serial numbers would not grab the serial numbers. Now working
  • Save an invoice with a huge number of serial numbers would not restore correctly. Now working
• Bank rec + paypal
  • include misc txn type to bounce money from paypal collection into bank.
  • Paypal payment : always ignore tillno setting
• C9 Repo : added a privacy consent alert to repo disclaimer. On using repo from now on after this version update, c9 may share your contact details with suppliers of files you download. Only your contact details will be provided. C9 will not sure any other information with suppliers.
• Export order to another c9 dealer : option to write some brief notes that will be sent as part of the order

Originally released in Dec 2017, c9 includes the ability to process, via receive order, receiving units. Or receiving a mix of spares + units.

Originally documented here: https://c8software.com.au/wp/2017/12/release-4-704/

Works well for electronic imports for following brands at time of writing but will work with any franchise.

• Husqvarna PE
• Stihl
• PLP

Goto import order screen as you would normally. Here pick option 'F9 electronic import'.

Read more...

Tweaks and fixes

• Bug fixes
  • Generic expense report : broken due to recent changes to better support cash based GST Reporting. Now working again
  • Cancel pickup.  Would incorrectly delete unrelated payment txns if those txns were tagged with same workshop job number + customer.  Now fixed
  • Detailed scheduler : close button did nothing. Now fixed.
• Tweaks
  • View Transactions & Bi Activity.  disallow delete operations which are destructive. e.g. deleting bills connected to curtailments. You need to goto unit section of c9 to perform such deletes. Specific delete types where this is enforced
    • Deleting curtailments, interest payments and renewal fees
    • Deleting unit expenses and costs
    • Deleting unit sales / purchases and tradeins
  • View transactions : new button 'Journals' shows GL Journal post against selected txn.  Useful for deep diving to figure out what txn links to if reference description is not enough. e.g. useful for figuring out what unit a curtailment/bill links to

Got NSW RTA Rego lookup working again. Please be aware that the RTA website for NSW doesn't provide the entire VIN. You will still need to correct the VIN when using this feature.

Import EPC diagrams. May fail on fiche diagrams where image scaled down to less than 8x8 , i.e. a blank image. Caused by png encoding of small images. Possibly triggered by some epc diagrams connected to Yamaha Marine.

Added ability to export orders in XLSX format (via generic export option). Hopefully this will get Mojo over the line for electronic exporting without having to wrangle into XLSX in excel or similar.

Bugfix to deal with a complex subtle interaction on unit floorplan.  IF following is done (generally there is no logical business reason for doing this because it doesn't model any meaningful business workflow that actually occurs, but c9 doesn't prevent it).

1. unit on system under floorplan with a TR but no upfront invoice
2. Curtailment is added to pay out floorplan with a supplier selected
3. Unit is then modified to record an upfront invoice, flipping floorplan from tax invoice at payout to tax invoice at initial floorplan entry
4. Curtailment on step 2 is then modified (e.g. to change the reference #)
5. Curtailment is modified yet again

Step 4 above would damage the unit record in c9 such that subsequent modifications to the curtailment would result in duplicate bills being added to the creditor. Core problem was steps 1 to 3 would result in all sorts of complex adjustments made to the general ledger to account for the variations in floorplan structure being made. Step 4 itself would effectively rollback step 2 which impacts the journal posted on step 3 which needs to be adjusted for. So journal posted in step 4 would effectively merge postings of step 2 and 3 into a new journal posting. The result is a single journal that merges curtailments + unit purchase tweaks. Subsequent modifies (step 5) would not allow the curtailment effect to be deleted since it involves a posting that touches the original purchase of the unit as well as a result of the merged journal posted in step 4, resulting in duplicated bill records on the creditor.  Solution is to make sure step 4 does two postings, one for the curtailment and another to redo floorplan purchase posting of step 2+3 to keep operations separated and allow the curtailment to be subsequently deleted.

Bug fixes

• Some screens and reports that show historical debtor/creditor balances would show wrong total results when dealing with accounts that include newly added '3rd party' txn types. e.g. on statements. Now fixed

Tweaks

• Select invoice to pay. Can now select both invoices and 3rd party collections
• Workshop booking notify SMS. Can now supports upto 240 chars in the template. (Actual SMS may be longer when template expands)
• Spares invoice miner query : allow query on freight tracking field
• Stock take sheets. Make location case insensitive

• Bug fixes and tweaks
  • Finance payout : broken with recent changes to c9 that break down finance costs. Amount under finance would no longer factor in tradein offset, or encumbrances (for underwater tradeins) or on road costs. Now working again.
  • KTM parts image import. Would invisibly fail on re-login error. Now will fail with an error and should allow you to rerun skipping already imported results.

Bug fixes and tweaks

• Finance tradein invoice a tradein unit that is under water with encumbered finance, would trigger a Journal Does not Balance Error.  Now fixed.
• Profit summary report : was misreporting deleted unit sales. Potentially affecting following line items:
  • All Unit Spares Sold (except predelivery spares)
  • Cogs on Spares sold on a unit at point of sale
  • Cogs on Spares sold via a deal
• Exotic unit sale scenario can cause full charge of unit sale and destroy left deposit for the sale. Specifics:
  • Unit ordered with a referencing spare part via point of sale and a deposit is left. (i.e. power equipment sales)
  • F12 pickup jumps to unit sale screen.
  • In next screen, operator reselects the customer (or selects a different customer). Causes deposit to reset to $0 but deposit on original spares invoice is still recorded as eaten if sale is taken to completion.
  • A few other similar scenarios can trigger it too. e.g. selecting a finance provider.
• Add surcharge. Screen limits you to a max surcharge value of $99.99.  Increased to allow upto 999.99
• Magician Fixes
  • Polaris
    • try and heal from broken/failed connections
    • Was returning discount, not buy price.
  • SCP working again

Tweaks and fixes

• Some cash based ABN purchases were posting to an 'AP' GL code. Not appropriate, switched to post to a bank instead, on assumption payment is immediate. Specifically:
  • Unit factory purchases
  • Received Spares (where no supplier is indicated)
• VicRoads online authority to register.  Plate number is misaligned on the form. Now fixed
• Spares tender bug fixes
  • Under some keyboard/mouse combos on tender screen involving multiple payments, figures could get screwy and invoice incorrectly prints suggesting money is still owing
  • only print tendered lines on spares invoice if tendered exceeds invoice total and there is a some change to be given
• Workshop job pickup all. A pickup all may fail with a journal error under some exotic circumstances. (pickup involving mix of cash/EFT payment & deposit on customer, and neither cash or deposit is sufficient to cover the first job). Now fixed
• Receive parts on order for workshop. Do not reprice items if job is already completed/invoiced
• Pickup overpaid Workshop job.  Added option to refund as deposit against the customer.