2011 July Release Notes

Western Bus - Added a Print menu option to the Fixed Asset Master Form

Internal - Added restrictions to the Journal Entry Document and Payment Document when recording or editing amounts related to Wholegoods that have been sold.

Canyon State - Added a Customer Purchase Order Module allowing users to set up a Customer Purchase Order with amount and effective date. The system will then track your sales

against those established Purchase Orders. See attached screen shots.

Western Bus - Add a feature to allow the user to merge the sales history from one Inventory Item to another. This feature should be used when an inventory item is replaced with a new number so that the Suggested Stock Order Program will accurately suggest your orders.

Western Bus - Added an option when printing a Repair Order to not print the footer section of the form that is specific to the customer.

Western Bus - Added an option to the printing of Customer Statements to include all invoices with the statements (not just those invoices within the statement period).

Western Bus - When Closing a Repair Order, the system will now produce a warning message if there are any back ordered items or if there are any labor lines that have zero billed hours.

Internal - Added a feature to restrict editing of a document opened from a location other than the location originating the document.

Lilley - Fixed a rounding issue on the Purchase Order that was causing out of balance errors on certain IR/Bill documents.

Coleman Equip - Corrected issue with the memo header on a New Deposit not showing when doing a New Reconciliation.

Harlows - Fixed a display issue with the Transaction Register when the To Date was set to the company fiscal year end.

Truck and Trailer - Extended the option to exclude the printing of Subtotals on Service Invoices to Repair Orders also.

Internal - Corrected an issue keeping the user from Voiding a Sales order after a Hard Close. You should now be able to Void these documents regardless of the Hard Close date.

Internal - Added a date range option to the CNH Financials Submission Interface

Western Bus - Added an option to the Item Detail Report to allow the user to exclude a sale from the Sales History Calculation. This option is accessed through a right mouse click on the line you wish to exclude. A new column has also been added to Column Chooser on this report titled “Sales History Ignored”. You can use this column to produce a filtered list of all sales that have been excluded from history. You can also right mouse click on a line that has been ignored and add it back to history.

Lilley - Fixed an issue where reprinting an invoice was causing the sales tax to change if the sales tax rates had been maintained a certain way.

Western Bus - Added a Save and Print option to the Customer Receipt form

Western Bus / Truck and Trailer - Added a feature to allow editing on Invoices. The fields that can be edited include Purchase Order Number, Memo, Salesman and Service Writer. This option is accessible with a right mouse click on the invoice line from the respective invoice list. There is a separate permission that has been added for this feature.

Herrmann - Fixed an issue with Navistar Fleet Pricing related to parts with cores.

Coleman Equip - Add a new Gross Profit Report accessed through the Report menu option under the Financial sub-menu option. This report will display Revenue Accounts and there corresponding COGS accounts to calculate a gross profit amount and percentage for each line. It is important that you have linked your Revenue Accounts to one (and only one) COGS account for this report to be accurate. We have also added a feature to allow you to save your layout which will save the various options you select for a report.

Graham - User can no longer apply settlement of an invoice to the Customer's account if the Customer's payment term is set to COD. This cannot be overriden at point of sale. Please review your customer payments terms to ensure that you do not have any customers set to COD if you want to settle invoices to their account.