Operations (DMS) Updates / Features in this Release
Service Scheduling - Built in Service Scheduling for DMS
Service Scheduling help documentation
Accounting
Optimized A/R Customer and Vendor DX1-QBs Syncing Logic
Added new interface to make mapping / re mapping customers and Vendors between DX1 and QBs easier
Now include the Authorization Number, VIN and Customers Last Name in Transaction Memos sent to QBs for Warranty A/R or A/P Credit transactions
A/R Customer "Credit Limit" is now editable in DX1 IF using QuickBooks Online
Option to use QuickBooks Online with Windows 10 App - BETA ONLY
Operations (DMS) Bug Fixes in this Release
Billing address incomplete on sync from DX1 to QB
QB Sync - Dealers A/R Customers being unmapped
Remove "QuickBooks Name" from the Vendor Page in DX1
Warranty MOP requires manufacture vendor for 3rd party warranty types
Service
Parts added to Warranty ROs are Adding Tax
Major Unit
Opening a RO from a MU sale the RO tries to print
Changing units on MU invoice with open service invoice is not being prevented
F&I Products - Unable to select Model Type for F&I for units in stock
When a Unit is switched out on a MU deal and user selects to retain Prices it is also retaining the Freight, Setup and Other Costs
Service fee shows incorrect description in MU invoice
When you click on the assign registrations tab in a MU sales it just loads
Customer
Need to disable "Account Receivable Account" field when the A/R customer belongs to another location
Searching for a customer and then adding them is not adding the name correctly.
If user does not change anything, system should not pop-up Discard Changes banner when click menu A/R Payment
Parts & Accesories
Parts pin only works for home dealership
Item goes to SO column and change QTY in sold column, when you click "Confirm Sold" it should zero out the SO column for the user
Cannot see Part/Notes on Special Order Pickup/Refund Screen when there is a scroll bar
Need to throw error when add Shipping part and have Lwy Qty
PSN ecommerce import - Resolved issue where imported quantity was imported as Sold regardless of quantity available
System
Change side menu default to open
Accountant user cannot see cost, in inventory or when receiving
Reports
Date Filter in MU Sales Commission Report Returning Incorrect Deals
*Release # D2018-07-09
Lou Pedler
Release Notification: DX1 DMS/Operations Release July 9th
Service Scheduling - Built in Service Scheduling for DMS
Service Scheduling help documentation
Accounting
Optimized A/R Customer and Vendor DX1-QBs Syncing Logic
Added new interface to make mapping / re mapping customers and Vendors between DX1 and QBs easier
Now include the Authorization Number, VIN and Customers Last Name in Transaction Memos sent to QBs for Warranty A/R or A/P Credit transactions
A/R Customer "Credit Limit" is now editable in DX1 IF using QuickBooks Online
Option to use QuickBooks Online with Windows 10 App - BETA ONLY
Accounting
Billing address incomplete on sync from DX1 to QB
QB Sync - Dealers A/R Customers being unmapped
Remove "QuickBooks Name" from the Vendor Page in DX1
Warranty MOP requires manufacture vendor for 3rd party warranty types
Service
Parts added to Warranty ROs are Adding Tax
Major Unit
Opening a RO from a MU sale the RO tries to print
Changing units on MU invoice with open service invoice is not being prevented
F&I Products - Unable to select Model Type for F&I for units in stock
When a Unit is switched out on a MU deal and user selects to retain Prices it is also retaining the Freight, Setup and Other Costs
Service fee shows incorrect description in MU invoice
When you click on the assign registrations tab in a MU sales it just loads
Customer
Need to disable "Account Receivable Account" field when the A/R customer belongs to another location
Searching for a customer and then adding them is not adding the name correctly.
If user does not change anything, system should not pop-up Discard Changes banner when click menu A/R Payment
Parts & Accesories
Parts pin only works for home dealership
Item goes to SO column and change QTY in sold column, when you click "Confirm Sold" it should zero out the SO column for the user
Cannot see Part/Notes on Special Order Pickup/Refund Screen when there is a scroll bar
Need to throw error when add Shipping part and have Lwy Qty
PSN ecommerce import - Resolved issue where imported quantity was imported as Sold regardless of quantity available
System
Change side menu default to open
Accountant user cannot see cost, in inventory or when receiving
Reports
Date Filter in MU Sales Commission Report Returning Incorrect Deals
*Release # D2018-07-09