What's new?
Tax based on Shipping Address
We are continuing to make changes and improve our tax settings to cover all scenarios
In this release we have offered tax based on shipping address for our USA Dealerships
Once a shipping address has been added onto a Customer Order, the option to change the tax based on the shipping address is available
For further information, please review our article - USA - Tax Options on Customer Orders (including Tax as per Billing Address / Shipping Address)
Global and STA search changes for units
We have made a few changes to the Global Search and Search to Add (STA) on Customer Orders for Units
- Unit searching now does a much better job of handling search strings that contain one or more spaces ie "6x12 TT"
- In the Unit Deal STA, if a reserve unit matches the search criteria, the unit will show in the results but cannot be selected to add to the unit deal
Update - The Global Search will once again return matches to Sold units. Keep in mind that the sold units, will list last in the search result
Part barcode scanning update
Part barcode scanning has been improved on customer orders so that if a scanned part is already present in the part sale/service job then the quantity on the existing line item will be incremented by 1
This will make it easier for users to quickly scan multiples of the same part
What's Improved?
Resolved - an issue where users were unable to perform bulk receiving for units when allocating LCA and entering reference numbers at the time of receiving
Resolved - an issue where two schedules with different names for the same day were displaying identical details in the day view
Resolved - where the part special order status was not correctly reflected when moved from a "Set as a Quote" CO to another CO
Resolved - an issue for NZ texting
Changed - new configuration for BP staff so they have more insight regarding FTPs
Changed - A script has been added to localize the words "Labour" and "Cheque" in historical records and to apply these changes for all USA dealerships
Resolved - an issue to eliminate the 0.01 variance in the ending CO invoice JE and hours logged JE when multiple labor lines are present in a Service Job
Resolved - an issue that occurred while reversing the deposit when no preferred payment terminal was available or no terminal was selected
Resolved - issues where certain unit information was disappearing when a COU was converted into a Stock unit
Resolved - made a correction to ensure that the amount displayed under "Due from Financing" matches the value shown under "Amount Financed" if the calculated "Due from Financing" amount is less than the total displayed under "Amount Financed" in Invoice Preview, BOS and OTP
Changed - made a change to prevent users from modifying the invoice number in another duplicate tab. If the VI has already been finalized in the first tab, the user will be asked to refresh the page
Resolved - implemented a fix where the On Order report was not displaying any data for a specific vendor when the "Committed" field was set to ‘Yes’
Changed - localized the terms "Labour" and "Cheque" to "Labor" and "Check" when the dealership is based in the USA. All new BP and all existing BP that are in the USA will have this change
Changed - global and STA search changes for units to improve searching / showing results / ability to see sold units
Changed - implemented a change where, upon selecting all line items, the bulk delete function no longer automatically selects the Customer Order, Unit Deal, Unit, and Options & Fees checkboxes for deletion
Resolved - an issue where the link to BP from Xero was redirecting to a blank document
Changed - the error message displayed when a user attempts to assign an unassigned appointment to a technician on a non working day for the dealership
Resolved - an issue where the dealer was unable to enter an odometer value for departure if the odometer value upon arrival was recorded as 0 on a customer's CO
Resolved - an issue when printing the BOS/OTP for a CO Unit Deal with multiple units, the margin was misaligned on the second unit
Resolved - an issue after editing an On Order Unit with a Stock and saving the changes, the stock number was no longer populated in the Receiving of Unit section
Resolved - a Dp360 error ‘Attempt to de-reference a null object’ that occurred when creating a lead
Resolved - an issue with check payments on the homepage cards where the totals were displayed incorrectly
Changed - made changes to ensure that new makes and models are populated when creating a temporary unit
Resolved - an issue where parts were duplicated after selecting and then de-selecting the checkbox on the RTNCR screen
Changed - to the invoice preview for the merchandise section to display part quantity and price, even if the part is uncommitted
Resolved - duplicate JE issues, which were causing the reconciliation report to display incorrect part inventory numbers
Resolved - a reconciliation issue that occurred when replacing a unit on a deal, where the new unit did not have any WIP cost
Resolved - an issue where the unit's 'Due In' date was being altered or removed upon creating an appointment
Resolved - a flickering issue that occurred during the unit ordering process
Resolved - an issue where users were unable to check out the environmental fee on a Customer Order after it was moved from another order
Resolved - an issue where a Customer Order was incorrectly displayed as active in the Customer Payment Report, even though the order had already been closed
Resolved - an issue where the new unit data fields were not displaying for all product types
Resolved - an issue to ensure that a new make is created when ordering a unit
Resolved - an issue where a unit appeared twice on the Order History page when scrolling
Resolved - an issue where customer orders were not being closed upon reversing deposits or payments, particularly in cases where the order had no associated line items
Resolved - an issue where the global search was returning unexpected results when searching by customer name
Resolved - a performance issue causing lag on Customer Orders with a high number of service jobs
Resolved - a fix for the issue where dealerships were unable to select and save verbal customer approvals
Resolved - an issue where Unit Deal form was not loading or printing correctly
Corrected - the stamp duty backwards calculation when using rideaway pricing now works correctly when a tiered rate calculator is being used (Australia only)
Resolved - an issue where the option to process a refund was unavailable when attempting a reversed payment in Blackpurl in scenarios where no active payment terminal was present
Resolved - fixed transfer ownership issue on appointment
Changed - made the changes to no longer include any Accounts Payable credit notes in the AR activity section of the customer page or in checkout
Resolved - fixed an issue where the part status was not updating correctly after changes were made to the commit settings on a service job
Changed - customer order invoice print update by replacing text from "Current AR Balance Due" to "Current Invoice Balance Due”
Resolved - when the user clicks on the "Commit and Install Options" action button, the same modal window now appears as the one previously shown when selecting the Option Status from the deal section header. This ensures consistency in the user experience across both actions
Resolved - an issues and added detailed log for error while posting file to SOM
Changed - updates have been implemented to allow the use of the same invoice number across multiple vendors when receiving units
Resolved - corrected invoice date in Deal reports
Resolved - issue on part report when searching for a vendor that has an apostrophe in their name
Resolved - issue where the sold qty for part is showing a weird amount of characters after the decimal point
Resolved - an issue where edits made to custom owned unit notes from a customer order were not being saved to the actual unit record
Resolved - issue with Stock Valuation Report when searching on Categories