What's new?
Restrict the Use of Charge on Account by Customer
We have provided Dealerships with the ability to restrict the use of the Charge on Account payment method
A new system setting is available in System Settings > Settings & Controls - Shop Settings and when enabled the payment method Charge on Account will only be available to select customers
When using this feature, the Customer Record has a new control to allow or deny the use of the payment method Charge on Account for that customer
For further information, please review our article - Payment Methods / Details of the Option of Charge on Account
Deductibles for third party claims can now be taxable
There are some locations where the Deductible (payable by the Customer) for Third Party Claims need to be taxable
To enable this functionality there is a new System Setting > Settings & Controls - Tax Settings
For further information, please review our article - Additional Information - Third Party Service Jobs (ie Warranty Jobs or Insurance Claims - Deductible are taxable etc)
Recalculate action on Customer Order
We have changed the Recalculate action on Customer Order so that the user can select which recalculation is required
Once the Recalculate action is clicked, the user can make their selection as to which Customer Order Recalculation Option they want
User will make their selection and then
Based on what has been selected, the Recalculate will then occur on the Customer Order
Change Applicable tax on Part and Accessories section and Service Job section
On both Part and Accessories section and Service Jobs section, the user now has the ability to select a different tax code to use on the transaction along with the ability to indicate which line item types are affected by this tax code override
This will mirror the same as the functionality that is already available on unit deals
For further information on the Parts & Accessories changes, please review our article - Summary section on Part Sales - Change Transaction Types (including Layby/Layaway) / Change Tax / Commit Parts / Totals
For further information on the Service Job changes, please review our article - Service Job - Understanding 'Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims) / Changing Applicable Tax
Introduction of Parts & Accessories Summary section
We have introduced a Summary section on Part & Accessories which is where the user would change the transaction type / change the applicable tax / Commit parts action / show a summary total
For further information on the Parts & Accessories Summary section, please review our article - Summary section on Part & Accessories - Change Transaction Types (including Layby/Layaway) / Change Tax / Commit Parts / Totals
Licensed user/Time clocking staff alignment
We have realigned the Licenced User to a corresponding Time Clocking staff member
This will enable us to provide more consistent listing of available salespersons and is required for other salesperson related functionality we have planned in the future
Homepage version number
The package version currently installed on the Dealership's Blackpurl will now be displayed at the bottom of the homepage
What's Improved?
Changed - DP360 to now show leads for the last 120 days / Added Generic unit fields in request while creating units
Resolved - an issue where the CO profitability screen gave incorrect profit values for units
Resolved - an issue which was allowing users to delete forms and attachments from closed Customer Orders
Resolved - an issue where the user was not able to select the radio button for deleting a part from the service kit
Resolved - formatting issues on PDF generated for home search reports
Changed - “Override how taxes are calculated?” a non-editable format when Service Job CO is closed
Resolved - an elastic search issue where a user group with a long name was not getting synced
Resolved - an intermittent issue which prevented tax rates from being assigned to tax codes
Integration Change - Automatic monthly text sent to a specific number for US two-way texting customers to prevent fines from T-mobile
Integration Change - Implemented BRP changes for authentication credentials renewal in production
Integration Change - Resolved an issue related to part items costs calculated from package costs and the issue it caused in SOM
Resolved - an issue where the stock unit report is not showing price and cost for consignment units
Resolved - Price file creating pkg part Qty - Check box with a label of "OVERRIDE PART PKG SETTING" is always shown to the user
Resolved - an issue related to deal deposit where deposit was added as deal deposit whereas it was expected to add as CO deposit
Resolved - Printing BOS - an issue where the signature line was going over the next page
Resolved - an issue where 'Vendor Order type' does not get updated in Vendor Orders
Resolved - Made a fix where the user was not able to checkout when Service job is ready to invoice but there is nothing on it
Resolved - an issue with the tax calculation on selection of option type on CO
Resolved - an issue where the tax detail report was broken and not showing correct results for non taxable totals
Resolved - an issue where tax not calculated correctly in case of trade was added to the deal
Resolved - an error of attempt to dereference a null pointer while syncing Third-party invoice
Changed - wording on error message as the dealership should be contacting BP Support and not Xero when there is a Xero connection failure
Changed - Stamp Duty Calculation to included deal unit options while calculating stamp duty
Changed - Users can import xlsx files to import part count tool
Resolved - issue on adding Customer Owned Units
Resolved - an issue where Blackpurl profile user was unable to comment on CO's with user details
Resolved - queueable limit reached issues on backend while using elastic search on BRP Parts import
Resolved - too many SOQL errors with toggle move for service job on option and fees section of deal
Resolved - Fixed total cost when the pkg part ordered as an individual item
Released - Custom Forms that have been mapped and made available for specific Dealerships