Vehicle sales
- After producing an invoice or credit note for a vehicle sale the document will be immediately posted onto the account, that is the daybook is printed automatically.
- Fix to ensure that users cannot create a purchase order from a vehicle spec line until the spec line has been saved. This will stop the cases of the spec line not being saved and the purchase order being orphaned.
- Vehicle spec that have had a cost posted to them from a purchase ledger invoice (source of data on the spec line set to purchase batch) can now have a subsequent credit posted to them. This is useful when the initial cost was posted in error. Once the credit has been posted and the cost now comes to zero, the spec lines can be deleted from the vehicle.
- New CRM system parameters that can be set to control how the sales executive is updated on the CRM customer cost centre records, from Showroom, Vehicle Stockbooks and POS activity. Contact the Systime Support Centre for more information on these parameters (Ref E8/4315).
Aftersales
- When linking parts and labour items on a WIP using the menu code, that is a new option to mass unlink all the items under a menu code. Right click in the menu code editor to see this.
- New parameter can be enabled to only allow the technician to clock off the labour line(s) that they originally clocked on to. That is, don’t allow them to retrospectively apportion their clocked time onto the other lines that they did not originally clock onto.
- An alternative part search form in POS can be enabled that will allow the users to see the full part description, instead of it being cut-off at about 22 characters.
- The customer specific invoice formats that can be set against a specific SL account will now also be used for estimate and pro-forma printing. There is an option to revert it back to the old way of only using them for the actual invoice or credit.
- Address issue that was causing a performance issue when accessing the workshop loading Loan screen, some times a 15-20 second delay. If the WL parameter to display the total capacity is enabled the calculating to work this out has been made more efficient.
- When invoicing a job to VSB and there is an issue with tags not reconciling more information is now given to assist the user with resolving the problem.
- Address performance issue when searching for WIP’s using a registration number
- If posting purchase control transactions detailed by GRN number there is now an option to use either the first 8 or last 8 characters as the suffix value when the GRN number is longer than 8 characters. This is to ensure that postings can be verified (matched) in the nominal ledger.
- New option for workshop labour rates where a different (reduced) labour rate can be set based on the vehicle age. If setup the labour rate will be used automatically in POS when the labour operations are added to the WIP.
- There is a new parameter that can be enabled if required that will allow users to split labour and part lines into amounts of less than 1% of the original value. This parameter is disabled by default and can be enabled if required by the dealership.
- New option for when workshop users are bulk modifying the menu codes grouping on WIP lines where they can now unlink all lines on a particular menu code from a right-click menu option.
- If using the call centre module, you can now increase the number of days ahead a booking can be made from 99 days to now more than a year ahead.
- New parameter that can be enabled so that the bin location of a part on a WIP will be updated from stock management when the part is at reserved status. Previously it only got updated if the part was at ‘M’ or ‘P’ status. Note there is also another parameter that can be set if you don’t want the bin location of the part on a WIP to be updated at all.
- A new POS parameter that can be set to restrict who can edit the GST code on a part or labour line on a WIP. It is a priority level that can be set separately for parts and labour lines. Note the default value of zero allows everyone access to change the GST code.
- There is now an option to cancel out of sending the VHC report by email. Previously after choosing to send the email from the menu you could not cancel before actually sending it, now you can.
Accounts
- The printing daybooks process, which posts transactions from the invoice buffer to the accounts, now happens automatically and immediately when producing invoices in Parts, Server & VSB. You will now see the transaction on the sale ledger account in real-time.
- Foreign currency exchange rates can now be set to either multiple or divide the currency value. Previous only divide by was an option.
- When retrieving archived debtors statement address an issue that could cause them to not show in correct date order
- Don’t archive the sales ledger transaction for a vehicle deposit until the vehicle has moved to closed status, this fixes an issue that could cause a withheld daybook if the vehicle is credited.
- When closing off prior year journals and the archive transaction tables are full, only grow them by 1% at a time instead of 10%, as it was creating too much unused space in them.
- New export tax summary button in the GST reconciliation screen to export the current NL companies details into a CSV file.
- New "Export data for all NL companies with same GST.no" added to the GST reconciliation screen to export details for all NL companies with the same GST number and period start/end dates in a single CSV file.
- New “Export current NL Divisional Company” added to the GST reconciliation screen to export details for just one division in the nominal ledger.
- New menu option in Nominal Ledger where you can set/assign a GST number to each nominal ledger company.
- When authorising PL invoices for payment show the GST code next to the GST value in the invoice listing. If there are multiple GST codes used on one invoice than an ‘*’ character is shown.
- When using the NL journal authorisation process you can now use the word search functionality to find your journal, especially useful when there are many journals to search through.
- There is a new option in the sales ledger menu that can be used to find accounts that have not been used for some time and bulk put them onto stop credit. The user can choose the number of month unused for the account selection, and filter by account type & area code.
- If using the PL invoice register you can now attach a scanned document when editing a transaction from the Edit transaction details screen. The attached document can be viewed from the transaction in display PL accounts.
- There is now a Display option available in the SL Aged Debtors Analysis and PL Aged Creditors Analysis program to supplement the existing print option.
General
- Users will be able to reset their own passwords if they forget them. There is a new option on the KClient login form to request a password reset. This requires an email address on the Autoline user record to which an email will be sent with instructions on how to reset the password.
- When merging customer date into outgoing messages, such as an SMS message from the service department, it will now remove any leading spaces from the merge text. This mainly affects the inserting of numeric data fields, such as inserting the customer record number into a web site URL where you do not want spaces added in.
- If CRM records (customer, companies & vehicles) are not deleted when marked for deletion the reason is now logged. It can be viewed from the CRM --> System maintenance --> View consolidate log menu option.
- New CRM vehicle history (service history) archive table so we can now exceed 33 million history records.
- New email address field on the CRM company records
- In the Display users function power users (as set on their user record) can now multi-select sessions using the Ctrl or Shift key when selecting rows. This can be useful when wanting to terminate multiple users etc.
- If ODBC connections to the Autoline database are enabled then you can now view the ODBC license usage from within the Display users function.
- If you are terminating processes from the Display users function you are now given a warning if the timed-ops daemon has been selected. You do not normally want to terminate this process so the warning should help stop users doing this accidently.
- System administrators can now set a default printer against a user account from the System utilities --> Management menu -- Standard printer for userid menu option. This printer, if set, will override the default printer set against the terminal record. Note that this does not affect the POS printers as set on the POS terminal record.
- New CRM system parameters that can be set to control how the sales executive is updated on the CRM customer cost centre records, from Showroom, Vehicle Stockbooks and POS activity. Contact the Systime Support Centre for more information on these parameters (Ref E8/4315).
Previous Updates