2014 March Release Notes
General
| Added a column to the customer aging to display the sales tax amount on each invoice. |
| The Supplier assigned to each Price Book is now location specific. Users who receive multiple statements by location from an Inventory Supplier can now select a different Supplier for each location and the Purchase Orders created by the Suggested Stock Order program will assign the Supplier based on the appropriate location. To set these value for each location, navigate to Company>Enterprise Support Lists>Price Books and double click on the line for the Price Book you wish to change. You can select a different Supplier for each location listed in the grid. |
| Added the Supplier Name to the Reference Field in the Transaction Details for IR Bill Documents that have entries to the Outside Parts and Service Clearing Account. |
| At Settlement of Invoices, negative numbers now are displayed in red. |
| Added a column to the Customer list for Date Created to display the date the Customer Master Record was first saved. |
| Added a new Permission to restrict a user from deleting lines from the Undeposited Funds Pop Up window displayed when selecting the New Deposit menu option. You will need to edit your permissions if you wish for any users to access this feature. |
| Quantities sold greater than 99,999.99 can now be added to sales documents. |
| The open documents pop displayed at point of sale (when the option is turned on in Company Preferences) will now display all document types and includes information regarding the Wholegood for Service documents. |
| Corrected an issue with the Comparative Profit and Loss Reports where amounts were not displaying in the comparative period if the current period balance was zero. |
| Added a column to the Employee Time Slip list for Customer Type. This column will display the customer type for the corresponding customer on any related Service documents. |
| Added a feature on the Inventory and Wholegood Masters to Auto Print Attachments. Attachments to |
| these master files can be flagged for printing at point of sale. After the sales document is printed, the user will see a prompt to print the attachments. |
| Corrected an issue with attachments on Cash Customer point of sale documents. |
| Changed the data retrieval method for Customer Contacts on the Customer List to increase the performance on this list when retrieving large numbers of customers. |
| Added a column to the Customer Aging for Business Fax Number. |
| The customer financial tab will now save the users last columns selected for viewing. |
User Defined Fields in the Inventory Item Master and the Wholegood Master records can now be flagged for auto printing at point of sale. If flagged, the title of the user defined field along with any data input into the field will automatically be added to the line item notebook feature on the sales documents which in turn, will automatically be checked for “Print on Invoice”. |
Wholegoods
| Added a column to the Preventive Maintenance Report to display the Billing Customer from the Wholegood Master. |
| Added an option to change the Group Interval when grouping the PM Report by the Next Date column. |
| There is now an option to Print Pick List on the Wholegood sales documents similar to the feature currently on the Invoice documents. |
| Corrected an issue with the item price not displaying on Wholegood sales documents under certain circumstances. |
| Added several columns available in column chooser on the Wholegood Sales documents to mirror those available in the Invoice document. |
| Added a Company Preference to remind users that the WG accounting codes have not been set. If this preference is selected, users will see a reminder pop up window when saving a Wholegood Master if the accounting codes have not been set. Users will still be able to continue with the save of the Master File if you do not wish to set the accounting codes. The codes are not required until the unit is sold; this is just a reminder pop up for those users who wish to set the codes prior to selling the unit. To select this |
| preference, navigate to Company>Company Preferences and click on the Wholegoods tab. |
| The Wholegood sales documents now have two new columns. One for Over-Allowance and one for Total After Over-Allowance. Users can now enter the amount of any over-allowance directly on the detail lines of the document for those trade-ins and corresponding units sold to adjust the amount the system will use to record revenue for the sale and to adjust the inventory dollar value assigned to the used trade-in. The amount of the over-allowance should be entered as a negative number on the line item for the unit sold to reduce the amount of the revenue recorded for that sale with a corresponding positive number assigned to the trade-in line to reduce the dollar amount of the value recorded into inventory. |
Service
| Added a column for Service Type to the Customer Line Item Detail Report. |
| Users can now copy and paste customer notes from the pop up to the memo line of a repair order. |
| The Repair Order will display Days Past Due in Red automatically anytime the selected customer is past due. |
| Added the line item notes feature to the Items tab of the Service documents. After adding a line to the grid, users can click on the + on the left hand margin to expand the screen where they will see a new Notebook tab. |
| Added a check box to the Employee Master on the Other Information Tab for “Is Service Writer”. Checking this box will cause the employee to appear in the drop down box for Service Writer on Service documents. All boxes are checked by default. You should uncheck this box for any employees that are not Service Writers. |
| Users that have been set up in the login area for the option to be prompted for quantities at point of sale will now see this pop up on Service Documents. |
| Added the ability for the user to enter a memo description when deleting items from the Items Tab of the Service documents. |
| The system will no longer prompt the user to Exclude Summary of Charges when settling a Repair Order. |
Inventory
| Added a feature to allow the requirement of a license from the buyer before selling certain inventory |
| items. Inventory Items can be flagged for requiring a certain license type at point of sale and customer contacts can be set up with licensing data. Items flagged for requiring a license can then only be sold to customers with contacts set up with the appropriate valid license type. Users wishing to use this feature should contact customer support for a demonstration. |
| Users can now select a Carrier override for Navistar Emergency Orders. |
Added the following new permissions related to editing the Item Master: ·Edit Pricing Source in Item Master ·Edit Stocking Source in Item Master ·Edit Accounting Source in Item Master ·Access Pricing Tab of Item Master |
Added a feature on the Inventory Item Notebook to “Print on Invoice”. If this box is checked, the note will print underneath the item line on all sales documents. |
| Changed the format of the Kubota purchase order export to accommodate changes made by Kubota in their ordering process. |
Changed the way the system displays Replacement, Supplemental and Accessory information related to inventory items. Added a column to the sales documents and to the inventory list to display letters corresponding to the Association Type. The new column, Associations, will display one or all of the following letters: U – Upstream Replacement Parts Exist (there is a more current part number) D – Downstream Replacement Parts Exist (this is the most current part number) S – Supplemental part numbers exist A – Accessory part numbers exist In addition, the No Stock Pop Up seen at point of sale now includes information on Associated Items. Users can clearly see if any replacing or supplemental items exist before placing an item on back order. The most current item number will always be highlighted green and any other items you have in stock will be listed with their respective on hand quantities. From the No Stock pop up, users can right mouse click on an item to either Replace the existing item number or Add the selected item to the sales document. |
| Added columns to the sales documents for Weight and Extended Weight. |
| Added a Company Preference to Require Bin Location on all Item Masters. To select this option, navigate to Company>Company Preferences and click on the Inventory Tab. |
Rental
| Corrected an issue related to due dates printed on Rental Invoices when the user is backdating the document. |
Lease
| When entering a current variable, such as Mileage or Hours, into the Recurring Lease Invoice form the system will display a pop up message if the current entry is less than the previous entry and the user must correct that data before moving to the next entry. |
| Lease Invoice Numbers now populate in the Customer Receipt document. |
CRM
| Added columns to the CRM Report for Event ID and Opportunity ID. |
Payroll
| Added an option to Exclude Remaining PTO from employee pay stubs. This option can be selected in the Payroll Support Lists for Gross Pay Items by double clicking on the respective PTO type and checking the box for exclusion. Users can opt to exclude some but not all PTO types. |
| The system no longer requires an amount for PTO Allowed in the employee master for each PTO line added. |
| Corrected an issue with Alabama State Withholding. |