What's new?
New Report - Claim Service Job
We have introduced a new report that will list all open Service Jobs that have Claims (ie warranty claims / insurance claims etc) attached to them
For our Dealerships that have Accounting Integration, this report can be used to reconcile your Claims Deductible General Ledger
For further information, please review our article - Reporting - Claims Service Job (can be used to reconcile Control Account - Claim Deductible Clearing)
Kits - Ability to add a Negative Part Quantity
Kits already allowed the user to add a negative quantity for a fee line item but with this release, we have also introduced the ability to add a negative quantity for a part line item
This means that when this Kit is processed, the negative part line item, will add the part back into stock
An example of this on a Kit:
What's Improved?
Resolved - an issue where having single quotes (') in a customer's name caused problems in report exports
Resolved - a UI issue where parts were not populated on customer orders after selection
Resolved - a bug where packaged parts with a package unit of "CS" imported from BRP showed incorrect package quantities
Resolved - an issue where the service job status was incorrect due to a blank commit order control value for the service order line item, with a non-inventory part added to the service job
Changed - added retry metadata for specific errors when syncing QB entries, such as "An application error has occurred while processing your request" and "Unexpected character"
Changed - added notifications for QB errors related to Part Category, Unit Category, Lien Payout, COU - Unit JE, and CO Stocked trade-in entities
Resolved - an issue where a zero-dollar part added to a customer order did not appear in the BOS/OTP
Resolved - an issue caused by double quotes in a customer's name when syncing customer invoices and related transactions using a script
Changed - new validation to prevent reopening an invoice if it was not initially paid during invoicing but was later paid directly in accounting or using the POA feature before reopening
Resolved - an issue where batch classes for Dealer Parts Inventory from BRP ran in parallel, resulting in extra part records being added due to the logic
Resolved - an issue where the product quantity was doubled in BP upon receiving the part when there was a cost change
Changed - deal option tax control - modified the behaviour of the "Tax these options the same way" feature and adjusted the tax rates applied to the deal options
Resolved - report filter object cleanup: Consolidated to a single filter object record for each Common and Reconciliation report
Resolved - an issue where the 'Automatic tax rate controls' section would sometimes not appear on the Tax Activity & Settings page, even with the 'Automatic tax rates' checkbox enabled in the backend
Changed - an alert to users when cancelled items are removed from vendor orders upon reopening
Resolved - prevented blank VR from being committed to receiving
Resolved - an issue where cheque numbers were overflowing the box lines on printed deposit receipts
Resolved - addressed barcode label printing issues where descriptions were cut off and labels printed out of order
Resolved - a sync issue causing invoice JE errors due to unequal credits and debits
Resolved - Invoice Detail Report issues where:
The trade-in total was added instead of subtracted
The lien payout total was missing from the report, affecting the overall totals
Changed - the dealer app component after fixing the scrollbar issue in global search
Changed - the "Product History Detail Summary" report to include invoice line items from Deal Merch/Service and show only those options and fees not fulfilled by Deal Merch/Service
Changed - Yamaha Vendor Integration - Added a scheduler to initiate the file import process
Resolved - logic to display deal forms only for deal-related documents when the disclaimer flag is enabled, ensuring a deal form is included at the end of each deal document
Resolved - an issue where an additional email was not displayed on the vendor order page for print/email details
Resolved - an issue where, with the disclaimer toggle enabled to include deal forms, an extra blank page was being printed
Resolved - a issue where taxes were displayed in the checkout and summary sections for trade-in only deals, despite the taxable toggle being off, although the totals were correct
Resolved - a list index error that occurred when deselecting any entity from the applied tax section, with Auto Tax enabled and customer-based taxes applied