What's new?
Commit / Order control for parts on Customer Order > Service Jobs
This is the same functionality that already exists on Customer Order > Parts & Accessories section that allows a user to control when parts are committed is now available on Customer Order > Service Jobs
Please review our updated article - Change Committed Parts on Customer Order
Customer Accounts Receivable (AR) Activity Update (Dealerships will Accounting Integration only)
We have improved the user experience in the A/R Activity section of a Customer Record by provide additional information about Charge on Account Blackpurl invoices and credits that have already been paid
Each item listed also provides the invoice number as a hyperlink to the related entry in the accounting application
Custom Unit Data Fields
If your Dealership has Custom Unit Data Fields setup, then we have made changes so that these Custom Unit Data fields show up by default when creating or editing a Customer Owned Unit record / creating or editing on the Unit Order screen
For example
This Dealership has 2 Custom Unit Data fields (Custom Data Field - Fuel and Custom Data Field - Size) - see how they are now showing up as a default when ADD A NEW CUSTOMER OWNED UNIT basically reminding the user that they may need to fill these fields out
For further information, please review our article - Custom Data Fields on Customer Owned Units and Unit Records
Part Inventory Valuation Report - New Columns
We have been requested by quite a few of our Dealerships to have 'Available Cost' and 'Committed Cost' columns when running a Part Inventory Valuation report so these have now been introduced
If these columns are added to the Report result, then they will also be made available for the user to add them as part of the Summary Total
For further information on the Part Inventory Valuation Report, please review our updated article - Reporting - Part Inventory Valuation
Tax Detail Report - New Column
A new optional column is now available called “Contents” and the value in this column will summarize the contents of the invoice. In the case of deal invoices it will include the stock numbers of the units sold
For further information on the Tax Detail Report, please review our updated article - Reporting - Tax Detail
What's Improved?
Changed - User can now delete blank vendor return credits
Resolved - an issue where images were not being transferred from the stock unit over to the customer unit when the unit is sold
Resolved - an issue where declined concerns were not being saved/displayed properly as declined
Resolved - an issue which caused an error state when generating part movement reports for more than a six month period of time
Resolved - an issue which allowed a user to manually create technician clocking entries which overlap the time on existing entries
Changed - the remove ‘Remove link’ for a COU on the view customer page so that it sets the unit to inactive instead of deleting it
Resolved - a default Zebra printer setup issue when the customer uses more than one label printer
Changed - the new Global Search so that vendor return credits can be included in the results
Changed - the new GS so that unit results are now split into three groupings: Unit inventory, Customer units and Order units with each now has its own filter and slash command
Resolved - an issue where part status is not always shown correctly on the part sale section header
Improved - search enhancements for Part, Customer and Vendor
Resolved - an error while receiving payment from A/R activity on the view customer screen
Resolved - an error where the internal service incorrectly debit the unit inventory GL. Instead it needs to debit the COGS GL for the unit when the deal is already invoiced
Resolved - a bug with Refunding Deposits when Payment Method Surcharge enabled
Resolved - a divide by zero issue while submitting a claim in case default tax on claim deductibles is zero percentage
Changed - Implemented lazy loading on the unit order history page to handle large numbers of records
Integration Updates:
Kenect integration
Updated the Sent By value to now also indicate if the message was sent from Kenect and not BP
Incoming message text truncated to 255 characters
Prevent duplicate messages from appearing for the same message UUID
SOM Universal API updates
Handled File path and Org Code in SOM API request
data fixes for SOM files