What's new?
Date Filters on Reports
On the relevant reports we have added in new date filters - This Month / Last Month / This YTD / Last YTD
An example is below:
What's Improved?
Resolved - an issue that prevented users from allocating the receiving quantity based on their selected customer order
Updated - the API for Zip tax to get correct tax rates
Resolved - an issue where the print icon from view customer screen is not working to print invoices
Resolved - the Dymo label printing issue where the customer order number and part number were overlapping and getting cut off when printed from the VR screen
Resolved - an issue where an error occurred during image upload when attaching files in the Documents section of a service job
Updated - QBO category syncing, updated the API call to QBO so that it does not attempt to update historical transactions
Changed - Factory Options section label and selector are now displayed at the bottom instead of the top. This change has been confirmed in both the Add/Edit Order Unit
Resolved - an issue that previously caused Flex Queue overload and related processing problems when executing the BRPDealerPartInventoryBatch job
Changed - BRP Feedback - A change has been implemented to prevent sending discounts to BRP when a dealership sells a part above the dealer price. In such cases, the sale price will now be sent as the dealer price in the retail transactions
Changed - to ensure that reconciliation records with a null Variance Change value are also excluded and not send an email for such cases
Resolved - an issue where reopening a Unit Deal invoice and then clicking on the Misc Fee would cause the description field to disappear
Resolved - an issue when clicked on un-submit claim from backend, related deductible SO payment role getting deleted
Resolved - an issue when submodels with no name were created while receiving a unit
Changed - cannot delete Deal service when there is a technician time logged into it
Resolved - an issue where a duplicate tab allowed users to enter cash reconciliation payments twice, which subsequently caused discrepancies in the journal entries
Updated - Form for specific Dealership
Changed - Invoice detail report to show actual sale type name in transaction type column to provide improved grouping when outputting to PDF or CSV
Resolved - an issue where CO Number and Customer Name were missing from Order History
Resolved - printing issue where disclaimer prints out on separate page even if we have space on first page after tax invoice details
Changed - made to label printing to accommodate 11 characters for location name on label while printing with Zebra printer
Resolved - an issue where errors were not exported to review for processed price files
Resolved - issue where changing CO buyer name was also changing customer name on customer order
Resolved - an issue in the scheduler where the user can’t select a date
Resolved - an issue where dragging and dropping appointments onto the scheduler was not functioning correctly
Resolved - null object error on bulk receiving for ordered units
Updated - partner org (LMA) public site URL
Resolved - an issue where a customer order was marked as closed while a part remained uninvoiced in a duplicate tab scenario
Resolved - where an extra negative surcharge was being created during a Visa refund.
Resolved - a billing issue in QuickBooks where the total tax amount was accurate, but individual tax line values were incorrect
Resolved - a customer order reopening issue when the order included a consignment unit belonging to a different customer
Resolved - a problem where updating the location from a service job for a unit did not retain the check-in date
Resolved - an issue in Xero where clicking ‘GO TO BP’ was not redirecting the user in Blackpurl
Changed - Invoice Detail Report - Adjusted the value being populated in the "Sale Type" column