What's new?
Other Tools > Tax Activity and Settings
We have moved all aspects of Tax Activity / Management / Settings - from reporting / editing / tax rates / tax codes / defaults etc. to now be in one section - Other Tools > Tax activity & settings
This has allowed for all the tax components to be in one spot as well as a great improvement on the Tax Detail Report so that the report runs very efficiently with new date filters etc
For further information, please review our article - Other Tools > Tax Activity and Settings
Payment on account history on Customer Record
In the A/R activity section of the customer record, we have now included a listing of all previously processed payments on account along with the ability to reprint or re-email the receipts to the relevant person
For further information, please review our article - Customer Order Invoices that have been closed as Payment Method: Charge on Account - Receiving Payment of Account in Blackpurl (Accounting Integration)
Improved “add customer” from Customer Order
When searching for a customer on a Customer Order but you need to create a new customer, the search text you entered will be used to prepopulate the first and last name fields on the create customer screen
If there are not any spaces in the search text we will only prepopulate the last name field
Form printing for multi-unit deals
When printing forms on a multi-unit deal you will now be prompted to select which unit you want to populate on the form
This eliminates the need to program multiple forms for these types of multi-unit deals
For example - we are printing out a custom mapped form and want to ensure that we print out a form for each of the units
Implemented new restrictions in the GL mapping for accounting integration
A user will no longer be able to assign part or unit inventory GL accounts anywhere but as the inventory account on part/unit categories
This will also prevent a user from using a single GL account as both the part and unit inventory GL account assignment
Fusion Report - this is for our Harley-Davidson Dealerships in Australia
The values to be reported by the Fusion Benchmarking have been updated with some of the existing values changed together with new values have been added
For further information, please review our article - Fusion Benchmarking
What's Improved?
Resolved - an issue on the All customer orders report where it was not properly populating the salesperson column
Changed - the payment on account date picker to prevent a user from selecting a date which is on or before the accounting period closed date
Resolved - an issue which labor hours were not shown with decimal places on the deposit receipt
Resolved - an issue with printing a Texas title form
Resolved - VR/VI - Cost variance warning message is shown while changing discount percent on VR/VI screen
Changed - Inter-store parts can now support multiple collectives
Resolved - Inter-store units UI corrections and added model /submodel to filter search
Resolved - an issue where incorrect quantity committed on parts and also scheduled an email to notify users about parts where committed quantity is negative
Resolved - an issue where the user was unable to move parts after reopening a service job
Resolved - an issue where the user was not able to change status from Uncommitted to committed and not able to finalize the Service Job
Resolved - a cost variances reconciliation issue when VR/VI line items have any discount percentage
Changed - FTP by adding a microservice specifically designed to retrieve files from Salesforce and subsequently upload them to FTP
Resolved - an issue where totals were not adding up correctly on the invoice preview when part is in required state
Resolved - an issue where Sublet/fee prices are deleted when moved from one section to another under different lay control
Changed - users can not select VR in vendor invoicing if VR is reopened
Changed - added a change to create the generic unit automatically if generic unit toggled is enabled
Changed - users can reopen a VR if a related part of VR is ordered for two different customer orders
Resolved - an issue where the user was not able to delete the line items for Internal Service Job CO in bulk
Changed - Multi unit deal printing - by default, all units are shown selected if the user is printing any form for multi units
Resolved - an issue that was causing some Australian Xero connections to drop off
Resolved - an issue where BRP is not getting DMS info (v2 version) data for some of the dealerships
Created - a new log to record Xero disconnections