What’s improved?

  • Resolved - an issue creating deals from DP360 where the user could not select an existing customer in BP without changing the search filter which was populated with the customers name
  • Resolved - issue where the DP360 integration would not allow the creation of a deal on the same day the lead was created in DP360
  • Resolved - issue creating appointments from a service job and assigning a technician at the same time you are creating the appointment
  • Correction - an issue when KITS would only show Retail price of parts as of when the item was added to the KIT. The KITS will now show the current pricing of the parts based on the current default price level
  • Resolved - the issue of entering negative quantities on service labor and fee line items
  • Resolved - an issue in CO where decimal quantities could not be entered without entering a leading zero
  • Resolved - the issue which caused a deal to be reset back to Quotation status after adding an additional unit while the deal was in the 'In Progress' status
  • Resolved - issue which resulted in an accounting sync failure caused by the cost of the part sold having a zero cost in inventory
  • Changed - implemented additional logic so that when the General Ledger on a category is updated it will not trigger a retroactive change to journal entries already posted in QuickBooks
  • Resolved - issue which allowed the unassigned appointment for a completed service job to still appear in the unassigned appointments sidebar
  • Changed - Country to area code metadata added to the SMS tool for New Zealand
  • Changed - implemented logic to ensure that the Applicable tax code selected in unit ordering is one for a sales transaction
  • Resolved - issue in a unique scenario which caused a CO to become closed when it contained uninvoiced items
  • Resolved - issue which occasionally caused the unit card to not appear on a service job
  • Resolved - issue with the Part Inventory Valuation report not giving the correct total number of records
  • Changed - implemented additional logic for tax rates/codes so they are deactivated instead of deleted permanently
  • Changed - updated the list of payments on a customer invoice so they are in date order
  • Correction - the report filters related to aging periods so they always show the correct values as set in Settings & Controls
  • Resolved - issue which caused apostrophes to not be properly displayed in unit cards
  • Resolved - issue which allowed deal merchandise to be invoiced against a deal containing an on order unit which in turn caused accounting sync failure
  • Resolved - an issue related to attempting to delete a category which was in use on a very large number of records.  We also corrected the inability to edit categories when accounting integration was turned off
  • Resolved - issue with the special order metric on part records not providing an accurate value
  • Released - changes requested on custom Unit Sale Agreement for specific Dealership
  • Released - new form for specific Dealership - Certificate for Title of Motor Vehicle
  • Correction - issue introduced in 2.48.0 which caused entries sync to accounting to be posted on an unusual date 2 years in the future
  • Released - new forms for specific Dealerships - Customer Warranty Record