Operations (DMS) Updates / Features in this Release
Parts
Parts Ordering - BRP Phase 2 (Beta) - BRP Dealers using this feature now have the ability to:
Select the Ship To address, the Shipping Method will depend on the Ship To address selected
Add, Remove or change the Qty of parts
Validate and a Submit buttons, the Submit button will be disabled until the user successfully validates the order
Show invoice level warnings from the validation response above the parts grid
If the Validation process updates the Qty or the Cost of any parts we will highlight them in red
Show the returned UOM for each part
Show the returned Availability and Warehouse so the user knows when and where the part will come from
If the validation returns any item level alerts we will display a "!" that the user can hover over to see the returned alert detail
If there are any additional amounts associated with the order (Freight, Handling, Core Charges, Discounts etc) they will be included in the "Fees / Other" and they will be added to the order total
Cost plus discounting based off of price book cost - A setting has been added to Dealership Settings --> Parts Settings to allow dealers to calculate Cost Plus discounts using Price Book Cost instead of the Dealerships Default Parts Cost.
Note: Accounting and reporting costs will still use the dealership default parts cost.
Major Units
Major Unit - Multi Location Inventory View - We have added the ability to to view inventory at other locations for dealers that have multiple locations through major unit invoicing. Once you have added a model or inventory unit to an invoice you will see a new “dealership” tab that will display the inventory of other locations for the same model.
Note: This may display models of different years as well as color options.
MU Quote - Down Payment - It was requested that we include the Down Payment entered in the F&I section on the MU Quote:
We will now display the down payment amount entered in the F&I section if no actual payments have been taken
This change ONLY affects the MU Quote (not the MU Deal form)
This is already released
Accounting
Ability to reprint a Cashier closing report - Users now have the option to reprint a Cashier Closing Report
This can be done with the station Open or Closed
When they click on the “Reprint Report” button they will be presented with a list of the Closing Reports for the last 30 days
The report that comes up is the exact same as the one that was generated when the station was closed initially
Ability to Map Incentive and Holdback by Model Type - Users now have the option to set the "Incentive Income Account" on the Model Type mapping pages.
Postings for Incentive Income are now sent through the AR Clearing Item (instead of the Incentive Item)
As it is no longer used we have removed the Incentive Item from Dealership Settings
System Updates
Removed HTML Version of the Service Invoice and other forms specific for FireFox users, all will now be the AR versions
Accounting App - Implement Versioning for DX1 Accounting AP
Accounting App - Created Azure Pipeline for building the DX1 Accounting
Accounting App - Update Code Signing Cert for the non Win 10 Accounting App and Talon App
Accounting App - Cleanup Auth Keys older than 1 month
API
DX1 APIs - added Inventory and RODeal to API Management
Changed MU Deal API to able to filter by deal status and date (for TLP)
Operations (DMS) Bug Fixes in this Release
Accounting
Time Clock Reports Show different OT numbers than the UI in DX1
Fixed final Gift Card bugs
Some Parts have their categories set to invalid values - Caused issues with Tax Logic
Blank day stuck in the reconciliation screen - was due to handling of time stamps when a deal is uncompleted
Fix Pinks - Fixed Bugs with Logging
Out OF Balance Accounting Entries Created for Parts & Service Invoices with Fractional Part Qtys > 1.0
Major Unit
Removed Descriptive Code on private models in Model Management
MU-Sales - Certain(confirmed) public F&I Products don't appear on MU deals
Requested - Installed Parts Not Being Taxed at Rate Based On Customers Location
No photos on public models Polaris
Parts
Parts Price File - Price file upload not showing in inventory management
Parts invoice getting error when trying to save
Fiche no longer showing the correct tab info when multiple invoice tabs are open
Part Category Name not showing correctly Parts Inventory Current Valuation by Category Report
Freeze page on Vendor Return when cancel leave page without save
Can search part in vendor return that was completed (App Never Stops Loading)
System
Customer search by phone number only looks at main phone field and does not include mobile
Fix the DX1 MU Inventory API to not showing the NA unit
Fix Date Range for [report].[uspGetLeadManagerUsageReport] SP
Local Cache not always updating with app reset - causing Cash Drawer to Open when it should not
Reporting - Customer Sales History Report Throws Error when trying to run
Lou Pedler
Operations/DMS Release June 8, 2020
Parts
Parts Ordering - BRP Phase 2 (Beta) - BRP Dealers using this feature now have the ability to:
Select the Ship To address, the Shipping Method will depend on the Ship To address selected
Add, Remove or change the Qty of parts
Validate and a Submit buttons, the Submit button will be disabled until the user successfully validates the order
Show invoice level warnings from the validation response above the parts grid
If the Validation process updates the Qty or the Cost of any parts we will highlight them in red
Show the returned UOM for each part
Show the returned Availability and Warehouse so the user knows when and where the part will come from
If the validation returns any item level alerts we will display a "!" that the user can hover over to see the returned alert detail
If there are any additional amounts associated with the order (Freight, Handling, Core Charges, Discounts etc) they will be included in the "Fees / Other" and they will be added to the order total
Cost plus discounting based off of price book cost - A setting has been added to Dealership Settings --> Parts Settings to allow dealers to calculate Cost Plus discounts using Price Book Cost instead of the Dealerships Default Parts Cost.
Note: Accounting and reporting costs will still use the dealership default parts cost.
Major Units
Major Unit - Multi Location Inventory View - We have added the ability to to view inventory at other locations for dealers that have multiple locations through major unit invoicing. Once you have added a model or inventory unit to an invoice you will see a new “dealership” tab that will display the inventory of other locations for the same model.
Note: This may display models of different years as well as color options.
MU Quote - Down Payment - It was requested that we include the Down Payment entered in the F&I section on the MU Quote:
We will now display the down payment amount entered in the F&I section if no actual payments have been taken
This change ONLY affects the MU Quote (not the MU Deal form)
This is already released
Accounting
Ability to reprint a Cashier closing report - Users now have the option to reprint a Cashier Closing Report
This can be done with the station Open or Closed
When they click on the “Reprint Report” button they will be presented with a list of the Closing Reports for the last 30 days
The report that comes up is the exact same as the one that was generated when the station was closed initially
Ability to Map Incentive and Holdback by Model Type - Users now have the option to set the "Incentive Income Account" on the Model Type mapping pages.
Postings for Incentive Income are now sent through the AR Clearing Item (instead of the Incentive Item)
As it is no longer used we have removed the Incentive Item from Dealership Settings
System Updates
Removed HTML Version of the Service Invoice and other forms specific for FireFox users, all will now be the AR versions
Accounting App - Implement Versioning for DX1 Accounting AP
Accounting App - Created Azure Pipeline for building the DX1 Accounting
Accounting App - Update Code Signing Cert for the non Win 10 Accounting App and Talon App
Accounting App - Cleanup Auth Keys older than 1 month
API
DX1 APIs - added Inventory and RODeal to API Management
Changed MU Deal API to able to filter by deal status and date (for TLP)
Accounting
Time Clock Reports Show different OT numbers than the UI in DX1
Fixed final Gift Card bugs
Some Parts have their categories set to invalid values - Caused issues with Tax Logic
Blank day stuck in the reconciliation screen - was due to handling of time stamps when a deal is uncompleted
Fix Pinks - Fixed Bugs with Logging
Out OF Balance Accounting Entries Created for Parts & Service Invoices with Fractional Part Qtys > 1.0
Major Unit
Removed Descriptive Code on private models in Model Management
MU-Sales - Certain(confirmed) public F&I Products don't appear on MU deals
Requested - Installed Parts Not Being Taxed at Rate Based On Customers Location
No photos on public models Polaris
Parts
Parts Price File - Price file upload not showing in inventory management
Parts invoice getting error when trying to save
Fiche no longer showing the correct tab info when multiple invoice tabs are open
Part Category Name not showing correctly Parts Inventory Current Valuation by Category Report
Freeze page on Vendor Return when cancel leave page without save
Can search part in vendor return that was completed (App Never Stops Loading)
System
Customer search by phone number only looks at main phone field and does not include mobile
Fix the DX1 MU Inventory API to not showing the NA unit
Fix Date Range for [report].[uspGetLeadManagerUsageReport] SP
Local Cache not always updating with app reset - causing Cash Drawer to Open when it should not
Reporting - Customer Sales History Report Throws Error when trying to run
*Release # D2020-05-14, D2020-05-18, D2020-06-01, D2020-06-08