2012 February Release Notes
| Fixed an error related to creating inventory list queries from pick lists. |
| Added location columns to the Customer Statements screen, the Finance Charge Screen and the Customer Receipt Document. |
| Added columns to the Pay Bills screen for Location and Supplier Reference ID. |
| Add detail memo column to Cost Tab of WG Master and the system now saves the last layout for this grid. |
| Date range defaults to All on WG Master Transactions Tab. |
| Added Save, Save and Close options to Manage Users and Roles. |
| Improved the performance when opening a Purchase Order. |
| Corrected an issue where the WG Journal Reference was not showing in a Reconciliation. |
| Corrected an Issue related to Hard Closes for Companies with other than 12/31 year ends. |
| Customer Since Date in the Customer Master now updates with the first transaction for any Company. |
| Added Pre Fetch Filters to IR list and PO list. |
| Corrected an issue where editing a Trade-In was resetting override accounts related to the Trade-In. |
| Added POS Salesman, POS Document Number and POS Document Date columns to WG Master List (see column chooser)– this will display the information related to Sales Orders for those WG’s on a Sales Order and Invoices for those WG’s that have been sold. |
| Corrected some format issues on CNH Customer Sales Report. |
| Added 13 sales history columns to the inventory list. |
| Corrected an issue with the Company/Location column on the Employee List. |
| Corrected an issue where, in rare circumstances, Customer Receipts were posting incorrectly. |
| Added new columns to PO for Source Document Type, Number and Salesman. |
| Added Contact Name and Contact Phone Number from Back Order pop up to Receiving Report. |
| Corrected an issue with the default layout on the Inventory list. |
| Rental Invoices now appear on the Customer Line Item Detail Report. |
| Corrected an issue with the Include Quantity Committed feature on the Suggested Stock Order. |
| Corrected an issue with the Address Lookup on Point Of Sale Documents. |
| Added a feature to include the Salesman from the Wholegood Invoice to each line in the WG Sales Report for the respective WG Sold. |
| Corrected an issue with the Return Indicator not updating in Price File Updates. |
| Added a feature to allow sorting PO by Item Number on screen. |
| Added a Print option to the CCN Web form. |
| Added a feature to allow creation of an IR/Bill with a zero total – to be used when creating PO’s for your WG’s then receiving those PO’s on an IR/Bill but wanting the liability to go to Floor Plan accounts instead of Accounts Payable. |
| Corrected an issue with Signature Capture not working after selecting the Cancel button. |
| Added tax certificate number to Rental Invoice. |
| Corrected an issue with Core credits not reducing cores owed. |
| Corrected an issue on the Profit and Loss Report related to the Date selection process. |
| Made required changes to the CNH Financials based on new 2012 specifications from CNH. |
| Add “SN” in front of the serial number on all WG POS Docs (including Trade ins). |
| Added Permissions for editing Customer Credit Limit, Price Level, Payment Type and Payment Terms. |
| Corrected an issue where the Suggested Stock Order was using the name of the location instead of the name of the company in the Ship to Address on Purchase Orders. |
| Added a feature to Save Layouts on the Transaction Register (the form you see when you double click on a line in the Chart of Accounts). |
| Created a nightly procedure to calculate certain inventory metrics related to prior 12 months activity. This data is now recalculated and stored each night for quicker retrieval. This should improve the performance of the Inventory Metrics Report and the Inventory Count process. |
There are now 5 levels for allowing access to the detail of a general ledger account. These permissions come into play when you double click on a line in the Chart of Accounts. If you right click on a line in the chart of accounts and select the Modify option you will see the new levels. If you want to restrict access to a certain account you can change the level and then not assign that permission to access that level. We included 5 levels for the larger dealers with large accounting departments that might want to give different groups of users different access levels. Smaller dealers may only need one or two levels. This concept becomes very important with the upcoming payroll release due to the detailed payroll information that will be seen in certain accounts. |