A/R Balance in Invoice History on the new CO - the New CO invoice history drawer now works like Classic. It shows the stored A/R balance, then swaps in the live QuickBooks/Xero balance.

Service job "Increase Quantity when adding" This applies only to service jobs on the New CO. New checkbox next to the service job search to add element. Off (default): every pick or scan adds its own line item, so dealers can list the same part several times again. On: the existing line item has its quantity incremented by +1. Setting of this new checkbox is saved per user in the browser.

Faster part entry on service jobs - This applies only to service jobs on the New CO. An added part's row appears immediately, and its quantity can be typed while it saves; tax is now calculated in the background. Keyboard entry works, and quantity saves are queued so two open screens don't overwrite each other. The page shows a notice when the server's value differs from what's on screen.

Blocking double actions from stale or duplicate windows. This prevents issues in multiple areas which were caused by a user working on the same transaction in more than one browser tab.

Floor Plan Pending Interest amounts - Floor plan units will now show estimated interest costs that have yet to be posted against the units. This value is exposed on Unit page as part of the totals, the CO profitability screen, Unit and Deal reports, Floor plan tool units listing.

Floor Plan Feature Toggle - Users with the appropriate permission can now self enable or disable this feature.

Surcharges on CO invoices - Changed how payment method surcharges are shown on Customer Order Invoices to eliminate confusion caused by them previously being shown as negative values in the payments listing.

Improved Parts Picklist navigation so users can move between Pulled Qty fields with the Tab key without clicking each row

Resolved an issue which caused checkout to show an outdated order total when opened immediately after changing a part line item quantity

Restored the Message Drawer icon when Two Way Text Messaging is turned off, matching Classic CO

Resolved an issue which caused exact part number matches to not be presented first in search results

Resolved an intermittent issue which caused a 1 cent balance remaining when finalizing orders containing kits

Resolved rounding differences when changing package costs when receiving parts

Resolved an issue related to checking out a financed deal which contain cost withheld financing products

Resolved an issue where changing a Kit price caused the Kit total and item prices to change to incorrect amounts

In a VR, resolved an issue where searching for a Vendor Order incorrectly showed it as selected after all orders had been deselected

Resolved a Fiserv duplicate entry issue when payments arrive after reconciliation has started and users update amounts for other payment methods

Protected the original filters on Blackpurl Common Reports from being overwritten. Users can still change filters temporarily or save a new Custom Report

Resolved an issue where correcting a duplicate Stock Number left the screen locked and prevented users from continuing with the order

Notes on part records - Added a Notes field on the Part page. Users can view these notes from Part line items in New CO

Sold to finance company option - Added an option in Deal Financing to show the finance company as the Sold To customer on deal documents

Available only part/unit filtering in searches - Added an option to hide unavailable Parts and Units in Global Search, and unavailable Parts in New CO search. The filter is kept when you click “See More”. This option does not apply to Classic CO search.

Kits in Product History Report - Sold Kits are now included in the Product History Detail reports

Floor plan management updates

Resolved an issue to prevented quantity changes on Deal Service items linked to an Approved Deal, matching Classic CO

Restored the missing “Check Other Stores” option for Deal Service jobs that are Ready to Invoice while the Deal is In Progress. Also removed extra blank space when the search field is unavailable.

Fixed an issue where clicking back into a search field without changing the search text could show incorrect results or no results.

Fixed an issue that allowed users to save negative quantities without the required Return permission

Added the Edit Unit option so users can update Customer Unit details directly from a Service Job, as in Classic CO. This is available for Service Jobs that are not Deal Service jobs.

Enabled editing of sublet items in Required status, ensuring consistency with Classic CO.

Resolved an issue which cause searches containing an apostrophe would fail to return results

Fixed an issue where a received sublet item disappeared from the Customer Order when its associated kit was broken into individual line items.

Fixed an issue where a Customer Unit selected to replace “No Unit” on a Service Job was lost after refreshing the Customer Order.

Prevented changes to Actual Cash Value after a Trade-In Unit has been stocked, including when the same Customer Order is open in another browser tab. This helps keep accounting balances correct.

Fixed an intermittent blank screen issue when navigating from a Customer Order to a workspace tab.

Customer Order - Made the Print Deposit Receipt option consistent between New CO and Classic CO for invoiced Service Jobs.

Deal Financing – Fixed an issue where the Estimated Payment printed on the Offer to Purchase or Bill of Sale could differ from the amount shown in the Financing Summary.

Harley Vendor Order Export – Fixed quantities for Parts ordered in packages in the HDnet Australia export. The export now uses the correct number of packages or individual items, based on the Part’s ordering settings.

Deal Financing - Checkout now requires the funding payment to be recorded against Deal Finance before a financing payment can be used. This helps ensure payments are recorded correctly in accounting.

For Landed Cost Adjustments in Unit Receiving, the user can now select to split the LCA either proportionally (default) or equally against the units received

New ability to add images to part records

Implemented a new permission control which limits a users ability to update a customer to have charge on account abilities

New "Sell" button available on select pages when you are using the new customer order. Pages are: customer, unit, part

Part line items now give access to part record images directly from the customer order

Updated the default behavior of the Add Unit to deal screen so that Reserved and Not for Sale units are not listed by default but can be exposed when required

Resolved a browser refresh issue so now application will retain the currently selected tab

Resolved an issue where the Environmental Fee was not automatically added when a part with an associated Environmental Fee was added to Deal Merchandise

Resolved an issue in the Classic Customer Order where related unresolved fulfillments were not displayed immediately after updating the quantity of a Deal Merchandise part line item.

Resolved an issue where Vendor was not sync when created with only mandatory details

Resolved an issue in Unit Receiving which incorrectly allowed the user to double click and process the receiving twice

Resolved an issue by preventing users from removing a Unit when a related Deal Service already exists, including scenarios where the Customer Order is open in another browser session with stale data

For internal service jobs the add transaction button text is updated from "Service - Customer" to “Add Internal Job”

Resolved an issue where users were unable to clear the Mileage field and save the Unit without encountering an error

Resolved an issue where entering a negative value in the Buy Commission Rate field did not trigger the save API call. The value is now correctly saved in the backend

Resolved an issue where users were unable to enter valid multi-digit quantities in the Pulled Qty field

Resolved an issue in financed Unit Deals where changing the Tax Code after converting a Customer Order into a Quote caused the Deal Finance tab to display a blank screen

Prompting for awareness of new CO availability

The User Management page now indicates the number of licenses currently in use vs the total number that are available

Updated the Add Unit screen to auto populate the Category field based on categories assigned to Model/Sub-model definititions

Resolved Floor Plan Management issue where invoice balances were shown as being "Unknown"

Resolved an issue with the View Related Part screen where is was not properly indicating supersession relationships

Resolved an issue which prevented the user from overselling a part on a deal merchandise transaction

Resolved UI issues related to technicians and scheduling appointments

Resolved a reconciliation issue related to changing categories on unit inventory

Resolved an issue encountered when a scheduled report was renamed

Resolved an issue that caused the bulk discount to be calculated incorrectly

Allowed users to enable the Not for Sale checkbox for units added to quoted Customer Orders. If a user attempts to activate a Quote Deal containing a unit marked Not for Sale, activation is prevented and the following message is displayed ‘Cannot activate this quote as it contains a Not for Sale unit.’

Resolved an issue where emails were sent from a blackpurl.com email address instead of the configured Verified Address.

The website URL field on the unit page is now clickable when populated

Updated the Add Unit workflow in deals. Now there are two action buttons, one for adding a unit to sell and one for adding a trade-in

User can now click on the Deal Options icon in unit deals which will perform the same action as the "Commit options" button

Resolved an issue which prevented the user from editing pricing, costing and factory options on temporary units

Resolve a line item tab order issue when adding line items. Now when the user tabs off of a line item they are navigated back to the Search to Add element

Resolved an issue with the unit arrived indicator on deal service and internal service jobs

Resolved an issue where the Print Deposit Receipt option was missing from the print screen

Resolved an additional issue which caused the unit invoice balance amount in the floor plan units listing to show as "Unknown"

Resolved an issue which allowed users to add non-inventory and inactive parts to a vendor order

Resolved an issue which allowed a user to reverse a payment using a date that had already been reconciled

Resolved an issue where Fiserv recorded the payment successfully, but BlackPurl did not record the payment and displayed “No reason to Decline” as the error

Resolved an issue which caused the unit invoice balance amount in the floor plan units listing to show as "Unknown"

Enhanced landed costs in unit receiving. Unit receiving LCA's are now proportionally allocated to the units received based on the cost of each unit as it compares to the cost of all units being received. Updated knowledge base article can be found here Units: How to Allocate a Landed Cost Adjustment

Ability to select a "From" address when sending emails from the application. Only verified org-wide email addresses can be selected.

Resolved an issue which allowed the user to create an on order floor plan unit without specifying a flooring company

Category on units page now listed alphabetically in a drop down

Resolved an issue with the chat bubble being blank for users who have single sign on capabilities

The CC field in the Send Email screen now allows the user to input multiple comma separated email addresses.

Resolved an issue where the financing amount was incorrectly displayed as an unused deposit on closed finance deals.

Resolved an issue where Concern and Correction text was missing from older service jobs after an upgrade.

Resolved a modal transparency issue that occurred while deactivating a vendor.

Resolved an “Attempt to null pointer” error occurring on the Part Counting tab.

Expose the appropriate finalize action button in a disabled state so that users are aware of it being a step in the workflow

Newly created users will now be using the new customer order by default

Resolved an issue with the new Close Order action button being made available when it should not have been

Prevent a deal from being set to Quotation status when it contains a stocked in trade unit

Resolved an issue with the Deposit Receipt document not being made available in the Print screen

Updated all in app article links to now point to the new knowledge base articles. Also reinstated the ? icon in the top navigation bar for accessing the entire knowledge base

non-issue - foundational architecture improvement

Resolved a performance issue encountered when changing option pricing line items for a deal unit

Resolved an issue where the customer order status was not properly handling archived quotes

Resolved an issue encountered when updating a part line item which has an associated environmental fee

Resolved an issue with the Unit Specifications Document where it was not including the long description field

Resolved an issue which incorrectly provided a "Sell" button in workspace list views for units flagged as being Not for Sale

Resolved an issue encountered when reallocating parts received for stock in vendor receiving

Resolved a UI issue encountered when selecting factory options to add to a temporary unit

non-issue - foundational architecture improvement

Resolved an intermittent global search issue encountered when a matching unit had a very long sub model name

BP2 Floor Plan Management