What's New Archives

In this article, we maintain a comprehensive history of our updates and bug fixes. If you're new to Shop Manager, we recommend that you begin with the Training Tours.

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Version 1.0.19.20270 - Sunday, October 27, 2019

Changes in this version:

Prioritization:

Concerns with labor hours is now shown and scheduled in the Prioritization.
Percentage of work completed is now shown as a progress bar right under the estimated completion time.

Deferred Work:

When adding work deferred on earlier invoices, if the parts is previously looked up using catalog, the quotes will now be transferred to the work order once the deferred work is added.

Disclaimers for work order:

Allow configuration of one or more disclaimer text for signing with electronic signature capturing.
Signature is captured and printed on the documentation if the document is setup to print disclaimer in Advanced Options.

Report:

Added No Message, No Email, No Post Card to Customer Loyalty Reports both in the drill down and in the individual reports that lists contacts.

Enterprise setup:

Service package templates now have a new location distribution functionality to make template only available to a subset of locations.
You can select between making the template Available to All Locations (Default), Available to Location(s) Listed Below or Available to all location(s) Except Listed Below.

Issues Fixed:

Fixed an issue where labor catalog lookup is not working correctly for work order created from Work Order Templates.
Fixed an issue where Draw & Add on Inventory Search does not work on the Estimate
Fixed an issue where partial authorization is not working correctly when taking deposit on the work order via payment processing.
Fixed several issue inside Prioritization where lines that are still clocked in is being calculated wrong if looking at a future date.
Fixed several issue with Prioritization showing future days using the wrong order resulting in wrong and confusing display of no work assigned.
Fixed several calculation issue with prioritization where clocked hours are not distributed correctly.
Fixed an issue where work order disclaimer text is not printed if there's no work order content being printed.
Fixed an issue with Search by Part Number where part number with spaces is not working. Space is no longer a valid delimiter for part numbers. Everyone should be using new lines as part number delimiter in Search by Part Number.

Version 1.0.19.19080 - Sunday, September 8, 2019

Changes in this version:

Invoice Editing:

You can now update / edit Purchase Order Number on posted invoices.

New security for override pricing. This is designed for shops that like to prevent service advisors from changing the pricing that's set on the service package and/or via pricing / margin matrix.

The new security permission "Pricing Override" applies to Work Order and Estimate.
By default all users / roles in current database that has Work Order / Estimate Modify security permission now have this new permission assigned. This is to keep with existing security level. Before this version everyone that has Work Order / Estimate modify can also update pricing. With this new version, only those with this security permission can update pricing.
For user without this permission:

Cannot change inventory sell price level on material lines that's associated with an inventory.
Cannot change sell prices for supplied item, default margin matrix will always be applied.
Cannot change labor rate code.
Cannot change sell prices for sublet item, default margin matrix will always be applied.
A note to those who may use a previously saved setup export to import into other system. Because of the addition of the new security permission, you will want to export your setup again. This way your typical service advisor will have the override pricing security permission. We did upgrade every existing database so that there's no apparent change to the user. But your exported setup files will need a refresh as well to pick up the changes.

Enterprise inventory batch Add cost and/or MSRP for the current or a future date can now optionally choose manufacturer to match.

Issues Fixed:

Fixed an issue where one cannot select a price to update when doing Inventory batch update | Update inventory material's sell price for one or more price levels.
Fixed an issue with cross location ledger transactions at the enterprise not saving properly.
Fixed an issue with enterprise related transactions sometimes not being saved properly.
Fixed an issue with tire size parser not recognizing tire sizes with speed rating before the "R" like P235/55ZR17 and fails to parse the tire sizes
Fixed an issue for large enterprises where enterprise level lookup for contact / vehicle will fail.
Fixed an issue where exporting location security role at the enterprise fails.
Fixed some issue with Merchant Partner First Mile integration related to the Secure Post Launcher.

Version 1.0.19.18110 - Sunday, August 11, 2019

Changes in this version:

NTW Supplier Integration:

Display both manufacturer's part number and supplier's internal part number on the catalog.
Display manufacturer's part number on the work order
Use supplier's internal part number for ordering.

Merchant Partner First Mile Integration:

Merchant Partner First Mile now can be configured to use the Secure Post Launcher.
For a new user, Secure Post Launcher is the default setting.
For existing user, you will see option for both Secure Post Launcher and Secure Post Listener. If Secure Post Launcher is not configured then Secure Post Listener setting will be used.

Issues Fixed:

Fixed an issue where order of the services is not preserved when doing a review of service packages.
Fixed several issues with time zone when editing inventory pricing with a computer in different time zone then the location.
Fixed several issues in security assignments for Report and Report Category.
Fix an issue where in certain cases the user is not able to undo receivable / payable reconciliation payments at the Enterprise.
Fixed an issue where receivable / payable reconciliation payment is displayed as "Other Location" in transaction detail dialog at the Enterprise.
Fixed some issues with the location not showing tax agency from the enterprise.

Version 1.0.19.17140 - Sunday, July 14, 2019

Changes in this version:

Work Order:

Added an option under Location Setting | Work Order to default Services added from inspection to Deferred. The setting defaults to Accepted.
Added end time display on resource prioritization so that it looks just like technician prioritization

Parts Manager:

Parts manager now shows the manufacturer for parts so that it can be filtered on.

Payable / Receivable:

When applying credits, you can now specify a fixed amount to apply so you can apply a credit for an amount less than the full amount.
Better display of invoices on the payments / reconcile entry so that it matches with what the user performed.

Dashboard widgets now have the ability to print that specific widget as a report.
Inventory:

Batch updating cost / MSRP now has the ability to select a column as manufacturer so that the matching can be performed by manufacturer and part number or just part number itself.
Batch recount on consignment inventory will now output any inventory material without a supplier to the Invalid file as recount for consignment requires the default supplier to be assigned.
Inventory reorder is now using the same limit of 10,000 as inventory setup. Users with higher inventory count should break down the list by supplier and/or category, etc.

Supplier Connection:

Added new supplier connection type for NTW
Added new supplier connection type for K&M Tire

Issues Addressed:

Make sure if the user selects an resource and then books an appointment, the resource will be booked.
When the user selects a no work assigned block, creating an appointment will default to the start of the no work assigned block.
Fixed an issue where deleting a credit slip / estimate might prompt to save first and clicking Yes to the save prompt results in another prompt.
Fixed an issue that does not allow payment to be updated at the enterprise.
If the user performs a purchase from an inventory material dialog, the On Order quantity will now be updated after user confirms the purchase.
Fixed an issue with MCL format automatic detection that prevented some MCL from downloading correctly.
Fixed an issue where related service packages from enterprise are not shown in gray background.
Fixed an issue where unselect a location when doing enterprise Margin Matrix setup does not remove the Margin Matrix at the location.
Fixed an issue where system defined methods of payments are synchronized from enterprise down to the location causing duplication.
Fixed an issue where inactive location in enterprise is still marked for synchronization but will never synchronize.
Fixed an issue where previously deleted contact at the location causes enterprise employee not to show up when synchronized down to the location.
Fixed an issue on Accounting Link data upload related to taxable status of the other charge such as shop supplies was not set correctly.
Fixed an issue on Accounting Link data upload related to the applied date for supplier invoice / bill payment.

Version 1.0.19.16160 - Sunday, June 16, 2019

Changes in this version:

Receivable / Payable:

Consolidate display / printing for reconcile payments in both receivable and payable so that it lists the full amount of the credits applied / debits paid.

Added A4 paper size in document designer

Issues Addressed:

Fixed issue where inventory Definition could not be batch updated.
Fixed an issue where undo supplier invoice posting fails if the tax line is overridden to $0
Fixed an issue where apply credit is not working for payable / receivable at the enterprise
Fixed several issue where enterprise configuration is not being sent down to newly added locations.

Version 1.0.19.16090 - Sunday, June 9, 2019

Changes in this version:

Inventory Search:

Resource Prioritization:

You can now create appointments on the Resource Prioritization screen.
The appointment created will default to the end of the appointment selected.
Resource will be automatically booked when the appointment is created.
Schedule conflicts, where two appointments are booked into the same time, are now shown using a special block between the two appointments.

Payable / Receivable Reconcile:

Payable / receivable reconcile will now apply all the credits selected as if the user performed an apply credit using the application.
Previously reconcile would transfer all credits into the reconcile payment transaction and apply all the credit and the payment as a consolidated amount.

Setup:

Marketing source can now be setup at the enterprise.

Issues addressed:

Enterprise security setup for location users / roles are missing several licensed feature based security permissions such as transfer. Now these security permissions will always be available regardless if the location has the feature or not.

Version 1.0.19.16020 - Sunday, June 2, 2019

Changes in this version:

Inventory Search:

Inventory search will now always default to the same service category as the service package for Search In when launched directly from work order or material line dialog.
In the past, inventory search launched from the work order or material line dialog restored to the last used Search In. However, when the user does an inventory search again on an item that is already associated with an inventory item, the Search In is populated with the actual service category of the existing item to narrow down the search. This caused the Search In to be saved to a different service category.
Inventory tab on the catalog lookup wizard has always been defaulted to the Search In to the same service category as the service package.
To have a Search In set to something that narrows the scope of the search is critical to provide faster and responsive search results. Setting that to everything will only slow everything down meaninglessly as every inventory search then goes through hundreds of thousands of records that clearly is not intended. So to make it more consistent and work better overall, we have decided to make this consistent so that Search In will always be set to the same service category as the service package. For majority of the user, this should work well as the parts on the service package should come from the same service category.

Report:

Added No Messaging column to all contact reports that also shows No Email / No Post Card.

Issues Addressed:

Fixed an issue where Prioritization is visible even if logged in user only has Technician View.
Fixed an issue where dashboard is not showing result for the correct date range for a fixed custom date range in some time zones.
Fixed an issue where DYMO label printing is resetting font for some fields.
Fixed an issue print/email receipt incorrectly show up for $0 payment in account receivables
Fixed an issue where fiscal year start/end time is shown as calendar year when printing / exporting.
Fixed an issue preventing single location from posting ledger transaction.
Fixed an issue where updating a location security user / role in the enterprise results in error dialog.

Version 1.0.19.15190 - Sunday, May 19, 2019

Changes in this version:

Inventory lookup in Catalog Lookup Wizard:
Inventory lookup in Catalog Lookup wizard will automatically default Search In to the same service category as the service package.
Any change of Search In will also not affect the inventory lookup wizard that was launched outside of the Catalog Lookup wizard.
This allow a more stream lined inventory search while inside the Catalog Lookup wizard, while the independent inventory lookup wizard can be set to a wider Search In scope.
Manual Entry for Payment:
Manual entry for invoice / credit invoice posting can now enter a negative amount. This will allow you to fix any payment processing entries that were fixed outside of the posting process.
No Messaging setting for contact:
If contact is set to No Messaging, automated text message will not be sent.
If contact is set to No Messaging, when you switch to the SMS tab on the work order, you will get a warning that the contact is set to No Messaging. You can override this by entering the confirmation code and still can send a text in special cases.
The setting is exported to CRM vendor when getting CRM data.
The setting is available to integration API vendors for both reading and integration API vendors can set the value.
Default to email invoice only setting for contact:
On the same screen as Contact Attributes, there's now a new "Default to email invoice only" setting. If that's on, email is selected by default and the number of copies to print will be defaulted to 0. This allows the contact to be email only and no printed invoice will be output by default during the invoice / credit invoice posting process.
Report:
Added Date to the Item To Be Returned report.
Added Comment to the Warranty Pending Claim Item Listing and Warranty Claim Item Listing report.
Cross location ledger transaction from the enterprise is now re-enabled after we have addressed several issues with how it supposed to work.
Location ledger account setup at the enterprise:
You can now create location ledger accounts at the enterprise to deliver a set of mandatory ledger accounts at the location.
Security:
Added a new security setting for Undo Posting for purchases. Previously, any user with post security permissions could undo posting. Now only users with undo post security permission for the purchase document type can undo posting.
Added a new security setting for Tax Override for Estimate, Work Order, Credit Slip as well as purchases. Previously any user could modify the document could override taxes and other charges. Now only users with tax override security permissions for the document type can override taxes & other charges.

Issues Addressed:

Fixed an issue where inventory price lookup is using the wrong effective date.
Fixed an issue where Print Label can crash if the reminder item selected does not result in a valid due date.
Fixed an issue where undo posting fails if there are non-reclaimable taxes.
Fixed an issue where undeleting contact is not working correctly.
Fixed an issue where document number column is not resizable in Receivable / Payable reconciliation, payment , and apply credit.
Fixed an issue where automated text messaging is being sending to phone numbers that's not marked as Mobile or Cell.
Fixed several issues related to text messaging and invalid phone numbers.
Fixed some performance issue related to text messaging.
Fixed an issue where email receipt option is shown in receivables for transactions that are not payments.
Fixed an issue where an error dialog is shown when adding new time clock event at the location.
Fixed an issue where an error dialog is shown when editing margin matrix at the location.
Fixed an issue where newly added Service Package Line Group does not show up.
Fixed an issue where if user set an Allow permission to Deny without saving, the permission will be shown as Allow again upon editing.
Fixed an issue that prevented ledger account transaction synchronization with the enterprise.

Version 1.0.19.15050 - Sunday, May 5, 2019

Changes in this version:

Undo posting:
You can now undo posting for any posted consignment invoices, warranty claims, or returned item credit slip. The same limitation on enterprise payable account applies to these transaction.
Supplier connection:
For a supplier that utilizes ePartExpert catalog, "Show prices from catalog" setting on the Catalog Setting tab has been added. You can uncheck this so that prices from the catalog will not be shown and only prices from suppliers after query for prices / availability will be shown.
Updated suppliers that use the Alliance connection so that after check for availability on items with multiple line codes, the line code is updated to only the items with availability. This is to address an issue where multiple line code were sent to Alliance during ordering.
Enterprise Favorites:

Enterprise now has favorites just like location. It can be used on bills and ledger transactions just like the location.

Enterprise Ledger Transaction:

Added the ability to create a cross location ledger transaction from enterprise. Use the drop down for new transaction at the enterprise.
Enter the transaction at the enterprise and you can add lines to affect multiple locations and their ledger accounts.
Transaction will be automatically generated for enterprise portion and location portion at the location.
Any amount that transfers between the enterprise and location will be recorded using the Payment to / from other location account.

Issues Addressed:

Fixed an issue where the download MCL was resulting in an error dialog for some suppliers.
Fixed an issue where deleting an enterprise margin matrix rule at the location caused all other enterprise margin matrix rules to be set as a location rule.
Fixed issues for setup import so that import will always import the data as the current location data and will not import data into a location database as enterprise setup item.
Fixed issues for setup import so that even if overwrite is set to on, import cannot overwrite existing enterprise setup items.

Version 1.0.19.14280 - Sunday, April 28, 2019

Changes in this version:

Parts Manager:

A new Manage Parts button is available from Work in Progress and Prioritization. This tool allows you to manage the parts needed for today or the next business day.
Shows different status for the entire work order as well as for each line on the work order.
Able to live filter the work order and parts. Show/hide ready or on hold work orders.
Able to launch directly to the work order to complete lookup, or purchase operation.
When launching to work order from and individual line, it will go to the actual line on the work order.
When the part is To Be Ordered or if order has been placed and part is in a Waiting for parts status, launch to work order will go to purchase tab for faster purchasing / receiving.
Viewing for Next Day shows all parts necessary through the next business day. This is design for the shop to plan for all parts that will be required on the next day.

Receivable Payment Receipt:

Receivable payment receipt now can be emailed. After the payment is saved, a dialog will give you the option to print / email or do both for the receipt.

Supplier connection Refresh MCL now tries to automatically detect if the MCL data is standard or compressed MCL and uploaded accordingly.
Supplier Invoice:

Renamed Flush on Supplier Invoice to Batch Post.
You can now add negative expense items to a supplier invoice. This is designed to help fix supplier invoice mistakes.
You now have the ability to undo posting of a posted supplier invoice.
Bank account / credit transactions that have been reconciled or payable transaction that have payments applied will prevent undo posting.
This feature does NOT work on enterprise managed enterprise payable account. Only location managed enterprise payable account.

Loyalty Report:

Added an All Current row that represents the count that's current (or not dead).
Added a Percentage Current that shows the percentage of each category against the current count.

Enterprise Import:

Profit centers and service categories are no longer automatically set to all locations on import.

Issues Addressed:

Fixed an issue where contact name parser is not processing suffixes like Jr, Sr correctly.
Fixed an issue where default pricing profile is not being applied unless the contact has some discount.
Fixed an issue where starting a new estimate from template did not assign all the lines on the template to the correct service advisor.
Fixed an issue with work order flag's vertical alignment on the general tab of the prioritization.
Fixed an issue where sometimes purchase order is deleted even though there are still active lines on the purchase order.
Fixed an issue where service package template editor shows line as Technician None / Service Advisor None.
Fixed an issue where if the user deletes a margin threshold, entering the value again does not work correctly.
Fixed an issue where Scheduled Work List date range is not working correctly.
Fixed an issue where Sales Summary by Service Category Previous Period Trend's total column did not include sublet total.
Fixed an issue where some times after the appointment is confirmed, when customer goes to confirm the appointment again, it is redirecting to creating a new appointment.

Version 1.0.19.14140 - Sunday, April 14, 2019

Changes in this version:

Reports:

Added a new Inventory Recount List report under inventory.

3^rd party integration API:

Contact's marketing source can now be saved with the API.
When creating contact / vehicle the data is now sent to the enterprise as if the action was performed using the Shop Manager client.

Issues Addressed:

Fixed an issue with Mitchell1 ProDemand displaying incompatible browser.
Work marked as Completed will no longer be moved to the other technician on Prioritization technician view.
Fixed an issue where the web online order user is displaying deleted web online order users.
Fixed an issue where employees from enterprise are not displayed correctly.

Version 1.0.19.14020 - Tuesday, April 2, 2019

Changes:

WHI Nexlink:

Added a new checkbox for WHI Nexlink that allows you to place orders for view only warehouse(s). This is for those that have view only warehouse and always send the order to the actual store. The shipped quantity on those orders will be 0 and will be ignored by Protractor.

Issues Addressed:

Prevent the possibility of confusion of a tax taxing itself. Namely tax A should not be applied on top of tax A again. Tax A should only be able to apply to tax B or tax C.
Fixed an issue where the stand alone catalog screen does not show web page based supplier correctly.
Fixed an issue where using WORLDPAC speedDIAL on the tabbed catalog lookup wizard will disable the Apply button and you are not able to apply parts to the work order.
Fixed the issue where Text template is showing automated templates for texting instead of just canned templates.
Fixed an issue where a change on the Supplier editor does not prompt the user to save when cancelling.
Fixed an issue where web online order user is displaying deleted web online order users.
Fixed an issue where text message template export will fail if there's no text message template saved.
Fixed an issue where reports on Dashboard and Reports scrolls down on refresh or execution and are not displaying the very top. This causes grand summary on top to not display.
Fixed an issue where importing inventory at the enterprise is not saving the core unit and lock sell price.
Fixed an issue where ATD connect is not searching wheels correctly.

Version 1.0.19.13170 - Sunday, March 17, 2019

Changes in this version:

Reports:

Added a quantity column to the Work Order Material Line Listing report.

Issues Addressed:

Fixed an issue where the description was not brought over when using WHI Nexlink when stock checking by part number.
Fixed a crash when searching email address at Enterprise
Fixed the Time Clock Job Efficiency report where in some cases the billed hours are double counted
Fixed an issue where built in connection testing is testing against an invalid url.
Fixed a previously outstanding issue where user object allocated were not freed properly causing the program to crash or exit.

Version 1.0.19.13100 - Sunday, March 10, 2019

Changes in this version:

Inventory on Catalog Lookup Wizard:

There is a new setting "Show inventory tab on catalog lookup" under the Workstation Setup | General tab.
With the setting on, there will be an extra Inventory tab shown on the catalog lookup wizard. This allows you to apply inventory to the material lines. This allow the user to use the catalog lookup wizard to go through the entire work order in one shot, looking up and sourcing all material lines, labor lines in one continuous workflow without the need to skip lines that need to be sourced from inventory. This also allow the user to lookup inventory, see the parts and if she does not have enough in stock can immediately go to supplier to purchase.

Other Catalog Lookup Wizard changes:

We have made it so the catalog specification lines can be applied to material lines. We have also removed the "Check" on any group that contains only specification lines to avoid confusion as specification lines cannot be checked for pricing and availability.
For ePartExpert and NAPA catalog, there's a new setting on the Setup | Online Suppliers | Catalog Settings tab. Automatically check availability after search. This is checked or on by default but you can disabled it. If this setting is on, then after searching for any parts in the catalog, the first group of parts will be automatically checked for pricing and availability. If this is turned off, then you will check pricing and availability manually by clicking Check on the part group.
On most online suppliers we have also added a setting of "Show available item(s) only". This setting is unchecked / off by default. If this setting is checked / on, then the "Show available item(s) only" check box on the catalog lookup wizard will be checked automatically. This setting is set supplier by supplier so that you can choose to set this only on suppliers where they are only interested in parts with availability.

DYMO Label Printing:

For next service due label printing from the work order, we will now populate the odometer field with in mileage if the out mileage is 0.

Issues Addressed:

Fixed an issue where the supplier is switched to the first online supplier every time when moving to the previous / next line on catalog lookup wizard. Now if the you are working on a continuous series of parts, the supplier will not not change. So, the current supplier tab will stay active and if you choose a supplier from the list, that supplier will remain as the active supplier after navigation. The only time suppliers will be reset is if the wizard is moving from a part line to a labor line or if the wizard is moving between normal lines and tire lines as tire suppliers are different from others.

Known Issues Not Yet Addressed:

On some system, over time, the Protractor client seems to have allocated too many User objects without actually releasing it. When the User objects allocated reaches 10,000, the client will either crash and exit or produce an error indicating System.ComponentModel.Win32Exception (0x80004005): Error creating window handle. We have not yet been successful in reproducing this in our development environment. Additional logics were added in previous and this release to address user object freeing but we cannot determine if these logics actually addresses the user's specific situation.
There is a new tools "Free system resources" under Application Menu | Manager Options | Tools tab. This particular tool might be use to force a free of resources even though technically the system should have done that automatically.

Version 1.0.19.13031 - Sunday, March 3, 2019

Changes in this version:

Catalog Lookup:

We have made is so that for NAPA eCat (Not Punchout) and suppliers that use ePartExpert as a catalog, the first collection of parts returned in the system is automatically checked for pricing and availability. So you will no longer have to click on the Check button. This only applies to the first collection of parts as ePartExpert is known to sometimes return a lot of different parts and will seriously slow down the system if we check all of them.
As communicated previously to setup Catalog Lookup Wizard to show multiple suppliers as tabs and search multiple suppliers in the background, the user needs to go to Workstation Setup | Settings | General and select from 1-3 suppliers that will be searched.

For supplier setup and text message setup, we have added a new "i" icon to the right of the password / account key field. When the mouse is place on top of this icon, the hidden content of the password / account key is visible. This is to help finding out wrong password typed in these fields. As soon as the mouse is moved out of the icon, the password field will go back to be hidden again for security reason.
Reports:

Added text "Contra" to payable / receivable detail reports for contra transactions.
Fixed an issue where Technician Charge Back hour is not reported as the correct technician if the technician assigned to the labor line and the charge back technician is different.
Fixed an issue with Email List report not working correctly.

Issues Addressed:

Fixed an issue where pricing profile rules utilizing Definition is not working correctly.
Fixed an issue where searchable drop down like the supplier list in catalog lookup wizard might jump to an entirely different item when user selects an item.
Fixed an issue where ePartExpert catalog might be showing "Searching…" forever when there's no information returned by the catalog.
Fixed an issue where launching General Ledger did not switch the toolbar tab to General tab.

Known Issues Not Yet Addressed:

On some systems, over time, the Protractor client seems to have allocated too many User objects without actually releasing it. When the User objects allocated reaches 10,000, the client will either crash and exit or produce an error indicating System.ComponentModel.Win32Exception (0x80004005): Error creating window handle. We have not yet been successful in reproducing this in our development environment. Still investigating.

Version 1.0.19.12240 - Sunday, February 24, 2019

Changes in this version

Catalog Lookup:

We can now show up to 3 suppliers as tabs on the catalog lookup wizard. On any catalog lookup, all 3 suppliers are searched simultaneously in the background.

To set this up go to Setup | Workstation Setup | Settings and on the General tab choose the number of suppliers to search simultaneously from the drop down under Catalog Lookup.

Your first online supplier will be on tab #1, your second supplier will be tab #2 and your third supplier will be on tab #3. You control the order based on the order of your online suppliers in setup.
Since querying of all 3 suppliers are done simultaneously in the background, once you've waited for the first supplier's result to display and finished looking through that list, your secondary and third supplier's search results should already be complete. Click on the other tabs and results are shown immediately. Some suppliers like NAPA require an additional click to check for pricing and availability.
If you are querying tires, then we list all known tire suppliers (up to 3) as tabs. Not all tire suppliers support automatic query on start up. So some tire suppliers will stay on the search parameter page.
On the last tab, all known tire suppliers are listed first followed by the rest of the suppliers so that if you want, you can still query for regular parts.
For those supplier that choose to use technically limited mechanisms such as a web page for integration. We cannot show querying status using the icon correctly as all we can do is launch to their web page. There's no way we can tell if a web page is correctly loaded or not. Any supplier that supports a proper data based communication, we will be able to show the querying status correctly both on the tab and on the actual page.
Since WORLDPAC launches another application that may very well cover Protractor's screen, it will not work all that well with this tabbed supplier setup. But once you have exported data out of WORLDPAC speedDIAL, it should behave just others.

Work Order Authorization:

To satisfy California law on authorization, we added a new setting "Automatically add services to authorization text" in Location Settings | Work Order. If this setting is on, then all concern, inspection, service will be listed in the default authorization text.
Because of if this requirement, work order authorization note text has been extended to accept a maximum of 1000 characters. If the services list is too long, then the list of services will be chopped off, but at 1000 character limit, this should be highly unlikely.

Receivable Statement:

To reduce confusion, we have added a new setting of "Do not print purged transactions". This setting is on by default but you can change it and it will always keep the last used setting. If this setting is on, any transaction that's purged on or before the statement's end date will not be printed on the statement. So if you have purged away some transaction on Feb 15, then those transaction will not be printed on Feb 28's statement even if the transaction is performed or impacts transactions in the February period. This setting is available on both the batch statement printing as well as the single statement printing.
If this setting is not selected, then the behaviour is identical to what we had before. Which means any transaction that will impact a transaction in the statement period will be printed.
We have also removed the invoice amount column and incorporated the original invoice amount into the statement description. The only column on the statement is now the Amount column which is the amount Owed.

Reports:

Added Service Advisor column to the Time Clock Job Efficiency report.
Added Warranty Charge Back Hours as a new column (Charge Back Hours) to all applicable technician report under Employee.
Added Definition as a parameter to Material Sales, Materials Sales Count, Material Sales Summary report in both location and enterprise.
Added Contact Category as a parameter to the Line Item Sales report.

Enterprise Bill:

Allow negative values and negative bills to be entered and the ability to split negative values to locations at the enterprise

Setup:

Ledger account setup is now the same as General Ledger showing the full account hierarchy.

Enterprise setup:

Added the ability to setup Contact Categories in enterprise

Contact categories defined at the enterprise will be synchronized across locations

Added the ability to setup Accounting Terms in enterprise
Added the ability to setup Payment Methods in enterprise
Added the ability to setup Time Clock events in enterprise
Added the ability to setup Unit Conversion in enterprise
Added the ability to setup location employees in enterprise.

This allow one to define technician / service advisor at the enterprise and assign it to one or more locations.
You can also assign Security Login to the location employee so the login and security can be controlled at the enterprise.

Enterprise defined pricing profiles can now be assigned to contacts at the enterprise. The pricing profile will be synchronized with the location if the special contact discount synchronization setting is turned on.

Bug fixes

Added character limitation on work order authorization so that user do not enter more text than maximum length.
Fixed an issue where WHI Nexlink ordering crashes if launched on a work order without a valid vehicle.
Fixed an issue with Security Login is being removed from employee if employee is edited in the Taxes & Payrolls.
Fixed an issue where on some android system input on the phone number field does not work correctly.
Fixed an issue where on some browser, auto fill does not work correctly on the phone field.
Fixed an issue on Receivable Account editor where if statement option is set to email and no email selected, the dialog will crash when user click ok.
Fixed an issue where some document numbers are displayed in Receivable but not printed on the statement.
Fixed an issue in some cases the clocked hours are doubled in the Technician Summary By Invoice report.
Fixed a problem where Quick Picks are not duplicated when duplicating an inspection at the enterprise
Fixed an issue where program shows an error dialog when network is disconnected and report is launched.
Fixed an issue where configuration data synchronization dialog is shown some times as user is logged out.
Fixed an issue where the configuration data store is not updated after other charge group is updated.
Fixed an issue where Past Services does not show when converting from an appointment to a work order.
Fixed an issue where Fluid Capacities is not checked / applied when converting from an appointment to a work order.
Fixed several issue with WHI Nexlink connection including quantity not copying over and some issue with order information not being brought back to the work order.
Fixed an issue with CARFAX VIN decoder no longer working.
Fixed an issue where if a work order is started on a vehicle that belong to a contact without tax exemption, then later vehicle is moved to a contact with tax exemption, there's no way to get tax exemption to apply. Now if you just do a reassign and select the same vehicle, tax exemption will be reapplied to the work order.
Fixed an issue where time clock operation on technician work in progress view crash if logged in user is not associated with an employee. Now an error dialog with instruction on how to correct this will be shown instead.
Fixed an issue where on Dashboard sometimes centralized date parameter is not being passed to the actual report execution correctly.
Fixed an issue where Refresh is not shown on the Dashboard when the user does not have the ability to modify the dashboard.
Fixed an issue where if you click down on Copies on invoice / credit invoice post wizard, it will go to 999999999.
Fixed an issue where service charge can be deleted even if the ledger is locked.

Version 1.0.19.11200 - Sunday, January 20, 2019

Bug Fixes:

Fixed an issue where Past Services does not show when converting from an appointment to a work order.
Fixed an issue where Fluid Capacities is not checked / applied when converting from an appointment to a work order.
Fixed several issue with WHI Nexlink connection including quantity not copying over and some issue with order information not being brought back to the work order.
Fixed an issue with CARFAX VIN decoder no longer working.
Fixed an issue where if a work order is started on a vehicle that belong to a contact without tax exemption, then later vehicle is moved to a contact with tax exemption, there's no way to get tax exemption to apply. Now if you just do a reassign and select the same vehicle, tax exemption will be reapplied to the work order.
Fixed an issue where time clock operation on technician work in progress view crash if logged in user is not associated with an employee. Now an error dialog with instruction on how to correct this will be shown instead.
Fixed an issue where on Dashboard sometimes centralized date parameter is not being passed to the actual report execution correctly.
Fixed an issue where Refresh is not shown on the Dashboard when the user does not have the ability to modify the dashboard.
Fixed an issue where if you click down on Copies on invoice / credit invoice post wizard, it will go to 999999999.
Fixed an issue where service charge can be deleted even if the ledger is locked.

Version 1.0.19.11130 - Sunday, January 13, 2019

Changes in this version:

WHI Nexlink integration:

Added a new Catalog type for WHI supplier connection type "WHI Nexlink".
This catalog type uses WHI's Nexlink web site for catalog and ordering. Since this is a web page based access, any operational issue or error while on the web page should be reported to WHI directly.
You can create 2 suppliers that use the same credential. One use the WHI catalog and one uses WHI Nexlink if they wish to have access to both; the more integrated catalog vs the web page based catalog.
Please note, when ordering using WHI Nexlink, make sure not to add any new items as they will be ignored and will not be brought over to the work order. The warning message is also shown directly on the order dialog. This may be temporary as we might be able to revert to the same order process as we have now with the existing WHI catalog type after we integrate with yet another new and different WHI connection protocol.

ACES vehicle specification validation:

Due to certain changes made by AutoCare Associate and the ACES vehicle specification values, some values saved in the user's database are no longer valid. Such values cause suppliers such as CARQUEST to return invalid vehicle specification. In order to reduce user confusion, we now implemented a validation process that occurs whenever a vehicle is selected or assigned to a new work order. We will validate and remove any vehicle specification that may be invalid. The user will simply be prompted to select the any attribute if the vehicle's year/make/model/engine is valid. Or the user will be shows to decode the VIN again if the year/make/model/engine is no longer valid.

Enterprise Setup:

Margin Threshold: Added a new Locked setting at the enterprise allowing the enterprise to lock margin threshold values at the location.
Margin Matrix: Added a new Locations tab allowing a margin matrix and its associated rules to be sent down to the selected location.
Pricing Profile: Added a new Locations tab allowing a pricing profile and its associated rules to be sent down to the selected location.
Labor Rate: Added a new Locked setting at the enterprise allowing the labor rate to be locked to the enterprise rate.
Holiday: Enterprise can now define holidays that will be sent to all locations.

Bug Fixes:

Fixed an issue where some times a crash dialog is shown instead of the Communication error dialog.
Fixed an issue when someone uses certain network printers and certain installed drivers, the user has to wait for a VERY long time for the printing page to be shown during the invoice posting process.
Fixed an issue where users and roles cannot be deleted from the enterprise.
Fixed a bug where check number assigned at the enterprise was not sent down to the location.
Fixed a bug where supplier invoice drill down is not working at the enterprise.
Fixed an issue where Invoice Details drill down report from customer loyalty report is showing a Dummy parameter when printed.
Fixed a bug when importing rules, existing rules are not overwritten and remains so that the imported rules does not work.

Version 1.0.18.22160 - Sunday, December 16, 2018

Changes in this version:

When showing past / future appointment / work orders during Work Order Wizard or creating a new appointment, we now show if the document is actually an Work Order or an Appointment. (Previously we only showed document number such as 1234, now we show Work Order 1234 or Appointment 1234)

Bug fixes:

When user hit cancel on the past / future appointment / work order screen during the work order wizard, the wizard should stay on the contact / vehicle search page.
Fixed an issue where after an online appointment's appointment date/time is updated, the user still receives email with the original (wrong) appointment date/time.
Fixed an issue during Inventory Batch update of sell prices, the edit price level button does not work.
Fixed an issue where Security Login is not displayed when editing employee from the Contact editor and if saved, security principal is actually removed.
Fixed an issue where you cannot have a location user with the same user name as the enterprise user in the enterprise security setup.
Fixed a few issue related to import/export of setup data.
Fixed an issue where CARQUEST keep on prompting transmission configuration.

Version 1.0.18.22020 - Sunday, December 2, 2018

Changes in this version:

Work Order Authorization:

The work order authorization tool button now shows the status of the authorization.
If the highest authorized amount is equal or more than the work order total it shows a green check mark.
If the highest authorized amount is less then the work order total, it shows a red error mark.

Work Order Document:

There's a new option under the Work Order Print Document's advanced options. On the document tab, you can choose to show both In and Out odometer even if they are the same values.

Reports:

Added a Type into the Time Clock Job Efficiency Report to differentiate between clocked onto the work order vs. clocked onto the labor line.

BAYiQ:

Relabeled the buttons on the BAYiQ rewards screen so that the "Redeem" button redeems the reward and the "Gift Card" button redeems a gift card to better align with BAYiQ verbiage.
Now prevents the user from adding the same bonus to the same work order.

Bug fixes:

Several fixes addressing issue where configuration data does not reflect what's in the database.
Several fixes for issue where message unread count is incorrect or message does not show up.
Fixed an issue where you cannot deselect or add a location to Enterprise's Location Security | User.
Fixed issues where Import Setup results in a error communicating with server error.
Fixed issue where the online appointment web site crashes under certain time zone settings

Version 1.0.18.21250 - Sunday, November 25, 2018

Changes in this version:

Report:

Added Profit Center to all inventory reports.
Added Service Category to a few inventory reports that didn't show service category.

Work Order Authorization:

"Default authorization note to be ""Authorized by {File As}"" where {File As} is the contact's File As. This can be modified by the user to match the actual person that authorized the work.
Print the text ""Authorization Signature"" below any digitally capture signature in the Authorization History."

Bug Fixes:

BAYiQ:

Fixed a bug where BAYiQ customer required reward card to be turned on. This should no longer be necessary.

Version 1.0.18.21180 - Sunday, November 18th, 2018

Changes in this version:

Enterprise Security:

Added the ability to export location roles and import into enterprise as location roles.
Added the ability to export enterprise roles and import into enterprise as regular enterprise roles.
Added the ability to specify which role(s) to import / export.
Fixed the issue where location role setup at the enterprise was not showing all the location related security permissions.

Enterprise Setup:

When a location opens a concern, inspection, or service that is synchronized with the enterprise, by default all editing is disabled until the user checks the override check box. There's also a new close button to close the dialog. This is to help in preventing accidental template editing at the location. Any templates that are not synchronized with the enterprise allows editing by default.
For inventory items, upon opening the inventory dialog it now shows a message at the bottom if the inventory is managed by the enterprise.
When an inventory item is deleted at the enterprise, the location will show the part number with a "*" after it. When open the inventory item dialog, a message will display at the bottom indicating that this inventory will be deleted locally when completely consumed.

Pricing profile:

Allow pricing profile to keep existing pricing and only update the discount.
Change the material pricing label of None to Calculate The Price.
Change the labor pricing label of None to Fixed Rate.

Report:

Added Deferred Total to Invoice Summary reports.

Receivable payment receipt:

Print method of payment on Receivable payment receipt

DYMO Printer:

Added fields Phone1, Phone2 and Email to DYMO label output everywhere contact data is available.

Supplier connection:

US Auto Force shows the available flag as green for as long as one branch as enough quantity
AMS connection type can now show multi-store availability.

Bug Fixes:

A few BAYiQ integrate related fixes
Fixed a crashing issue when printing a label and erasing all input values from the manual odometer entry.
Fixed an issue when the user configured a pricing profile rule to match everything the pricing profile was not being applied.
Should not allow consignment inventory on whole goods work orders.
Made sure any inventory batches that's created from whole goods is of inventory type.
Fixed a bug where on a simple numeric entry, the maximum value allowed is not enforced. This allowed situations where the user was able to enter a refund value higher than the total of the line being refunded on a credit slip.

Version 1.0.18.20210 - Sunday, October 22, 2018

Changes in this version

Margin Matrix:

You can now define margin matrix rules by supplier.

Pricing Profile:

You can now define pricing profile rules by supplier.
Added the ability to override minimum charge for material lines on the pricing profile rules. $0 minimum charge disabled the minimum charge on the line which is the default.
You can now specify a default pricing profile for labor and/or material. This is the pricing profile to be used if the contact (service item / vehicle) does not have any active pricing profile already specified. You define those on Location Setup's Contact tab.

Messaging:

Messaging has been completed revamped and it now works and feels a bit different than before as it is more task oriented now.
On the Today tab, it shows all the messages ordered by the tasks or conversations. So if you click on a work order, it only shows you message about that work order.
It also shows person and groups so that you can see all the communication to that person or within that group.
On the Search tab, you can type in any partial person / group's name to filter the list so that you can select that person / group.
You can also enter a work order number, contact name, vehicle, to search for work order, appointments, by clicking the Search button.
You can already access messaging for a work order right inside the work order by clicking the Messaging button.
New messages are marked with a red line across and clicking on any message below the new message line marks messages up to that point as read.

Text Messaging:

You now have the ability to configure a Notify Message Group. All Text Messaging users should define one so that direct message to their shop's text message number without any previous message from the shop will show only to those people. Otherwise, such messages will be shown to all service advisors.
You can also now define templates for text messages to be sent as soon as an invoice is posted, appointment is created, work order is created, estimate is created, and or work order is deleted. These message allow future text message conversion to be grouped into the correct work order, appointment, etc instead of just showing up as general messages.
Improved the logic when receiving text messages to group the message onto the correct work order document. For example, after an invoice is posted, any future message will show up as general message. Combined with the automatic message settings above, it will then allow message to flow to the correct document in most cases.

BAYiQ Integration:

There's now BAYiQ integration built into the work order editor.
The setup is done under Integrated Services | Other | BAYiQ.
You need to setup Service Package Templates for Reward Redemption, Bonus, and Promotion.
The first labor or material line on the Reward Redemption package will be used to specify the redemption amount.
Labor line will be updated as 0 hour / $0 fixed total with a Fixed Amount for discount for the redemption.
Material line will be updated as a fixed total with negative value for the redemption.
Bonus / Promotion packages will be put onto the work order as is with title and description updated to reflect the BAYiQ bonus / promotion name / description. But no other lines will be touched. The user needs to look at the content and apply any discount appropriately.

Supplier Connections:

All existing ATD connect will be now converted to the latest ATD Connect 3.4 connection.
The old legacy ATD connection type is now removed and no longer valid.
TCi connection type has now been removed as it is no longer valid.
WORLDPAC speedDIAL:

Added an option to prioritize VIN for speedDIAL supplier. This allow the user to always pass VIN into speedDIAL rather than the actual year/make/model/engine. speedDIAL sometimes does not behave well with ACES standard of Y/M/M/E.
Added code to better connect/disconnect from speedDIAL. User should see less cases of WORLDPAC speedDIAL not connected.
Added the ability to return per car quantity / required quantity from speedDIAL back onto the catalog.

Time Clock:

Any time clock record that was manually modified to be different than original clock in/out time will be shown with a warning yellow background. A new tooltip shows the original clock in/out time as well as information about the last person who modified the record.

Work Order Document Template:

Changed the layout for Advanced Option dialog for Work Order documents.
No longer printing appointment / promised time for credit slip / credit invoices.
Added the ability to not to print appointment / promised time on any work order documents.

Security:

The security section for editing users and roles that use to be under the Application icon | Manager Options is now moved into Setup Manager under a new Security node. There is a note on the old dialog explaining that the security has been moved and a button to redirect user to the proper area under Setup. This is to allow existing users to get use to the new placement. This note and the redirect button will be removed after the next update.
There's a new Duplicate button in the Security | Role so that you can duplicate an existing role which will have all the same permission as the one you duplicated from.
Enterprise Security:

There's a new Location Security node under Enterprise. Here you can create users and roles and send them down to the location.
Any Location Roles created will be synchronized to all location within the enterprise.
Location User has a Location tab to specify which location the user have access to.
Enterprise users and roles shows up in light gray color with a "*" at the end of the name to differentiate form regular location users and roles.
Enterprise users and roles are read only at the location.
There's no credential duplication checking for enterprise users so the enterprise administrator is responsible to test the credential out and make sure there's no conflict at the location.

360 Payments:

Before capturing a signature, you are now prompted with the total amount.

There's a new Manually Process a Transaction button where you setup 360 Payments in Workstation Settings. This is meant to allow user to run a transaction manually WITHOUT being captured inside Shop Manager. This way you can fix potential mistakes and duplications. Remember, the transaction run here is not captured in any way in Shop Manager.

Reports:

Added a Deleted column for Deferred work so that deleted deferred work can be listed with other deferred work that were either remedied or not.

Added name, phone number entry in the default text for email support.

Bug Fixes:

Fix an issue where editing a work order in technician view not prompting save change after editing service package header/footer.
Fixed an issue where if you update the Contact / Service Item text on an Estimate, the text on the tab is not updated properly.
Fixed an issue when sometimes deferring a service package on the Estimate does not work properly.
Fixed an issue where some times estimate shows up as Customer instead of the actual Contact / Service Item text when estimate is not assigned to a contact.
Fixed an issue where Prioritization crashes when the work order contains lines that belongs to technician that does not exist.
Fixed an issue where saved sorting order on Prioritization's General Tab is not applied correctly.
Fixed an issue where date is not show for appointment / promised time when the date is after today. The only time date is not show is if the appointment / promised time is today.
Fixed an issue where inspection result is set to print in color but inline inspection result is printed in black and white.
Fixed an issue in Receivable / Payable where some times the client manages to split a transaction into payments that totals more than the original transaction.
Fixed an issue where some times a favorite item can be creating invalid bank account transactions.
Some fix for CARQUEST invalid vehicle speciation issue. (This has been deployed as soon as the fix is completed, it is included for reference purpose only)
Fixed an issue where Materials Sales Count (Enterprise) report is not showing total count correctly if the material has same part number but different manufacturer.
Fixed an issue where sometimes an error is shown after importing data into enterprise setup.

Version 1.0.18.18120 - Sunday, August 12, 2018

Changes in this version

Work order wizard

There's a new interface for vehicles / service items without reminder items assigned.
You will be notified where there aren't any reminder items assigned and given the opportunity to select a reminder group and intervals.
Once you click on Assign Reminders to this Vehicle and the standard reminder item screen will be displayed.. This allows a more intuitive workflow to assign reminder items when a vehicle comes in for service.

If no default reminder group is setup, then the default is < Do not assign any reminder items >.
You can setup a default reminder group under Setup | Location Settings | Work Order. Once setup, that reminder group will be selected by default and you will only need to adjust the interval and click the Assign Reminders button.

Appointment promised time is now only updated if the scheduled time is changed or the promised time is earlier than today. Otherwise, promised time will stay as is when saving or converting to a work order.
There's a new Messaging button on the work order and technician work order allowing faster messaging about this work order and easier access to the message that's specific to the work order.
Core unit is now displayed in the inventory batch as we have seen users receive inventory with different core units and then get confused when cores are not returning according to the current core unit setting.

Bug fixes:

Fixed an issue for labor line with warranty when you updated the labour hours it did not update the analysis tab unless you updated the warranty again.
Fixed an issue where a manually entered transaction can have the transaction date updated even if it's within the locked date range.
Fixed an issue in messaging where message sent were not showing up.
Fixed an issue where import setup crashed.

Version 1.0.18.17220 - Sunday, July 22nd, 2018

Changes in this version

The technician work order view now displays the job status. For example, blue for in progress and green for completed.
Prioritization:

The overview tab now displays the Plate/Unit and Vehicle Description on two separate columns.
The color category on Technician prioritization now displays as the background in the icon area to improve visibility.

New Reports:

Received Item For Work In Progress
Warranty Pending Claim Item Listing Report.
Both reports display supplied items received for work orders that are not yet posted and pending warranty items not yet posted.

360 Payment

Disabled the "X" to close the payment processing dialog.
Show 360 Payments as the Processor in the Payment Processing Transactions Report

Bug fixes

Fixed an issue where Prioritization was not showing the promised date when the promised date was not today.
Fixed an issue where hiding the invoice on the scheduler was not working correctly when being toggled.
Fixed in an issue where sometimes online order was not showing in the Work In Progress.
Fixed an issue where sometimes the supplier invoice line's cost cannot be updated.
Pending Warranty Claim print screen now prints the vendor name and invoice # column.
Fixed a bug where Deploy Dashboard sometimes displayed incorrectly.
Fixed an issue where Material Sales Report was reporting duplicated lines for some consignment sales.
Improved WORLDPAC speedDIAL's time parsing to handle the case where it returns time without time zone information.
If the enterprise unchecks synchronize service package templates and then checks it again, it should restore any deleted service package templates.

Version 1.0.18.16240 - Sunday, June 24th, 2018

New Features & Changes:

Invoice update:

Added the ability to edit out mileage as well as service advisor / technician on an invoice.
You can only edit an invoice if you have Invoice Modify security permission.
This security permissions should be reserved for the very top administrator user only.
This feature is intended for those very rare cases where the invoice is posted with the incorrect service advisor / technician or mileage. You can correct the information but this will never develop into allowing an invoice to be fully modified and never should.

Color category editor improvement:

No longer showing check boxes for color categories.
No longer setting the color category to None if you click on the already checked check boxes.
If you don't have color categories defined, the ribbon, the context menu, and editor are now consistent showing only a single choice of None.

Payment Processing

Finishing up Merchant Partner's First Mile integration
The integration requires Merchant Partner's Secure Post Listener as well as their First Mile client application to be installed.
This integration is not yet certified with Merchant Partner.

Time Clock

Added the ability to edit the time clock entry even if the user has not yet clocked off. This can be used to immediately correct the clocked in time.

Bug Fixes:

Assigning a service advisor / technician should also assign all service package lines to the selected service advisor and any service package lines without a technician to the selected technician on last page of work order wizard.
Fixed an issue where right click on service package editor's header doesn't show the context menu.
Only show job completion status on the work order editor and no where else.
Switching days or changing appointment date on prioritization results in an error message.
Fixed a problem where update status is not working on the Prioritization's Technician View.
Work order prioritization some times does not allow the work order to be reassigned or moved.
Fixed several security issue in Prioritization, Scheduler, and Work In Progress where user without security right was able to perform certain tasks.
Fixed background for work order flags on the Technician Work In Progress
Assign a category and then click away on the prioritization technician view causes the work order to be assigned some other category.
Fixed an issue where an input cursor is seen inside the category assignment.
Fixed an issue where category assignment does not show the correct color when disabled
Fixed an issue with CARQUEST rejecting some vehicle specifications due to transmission attributes.
Fixed an issue that some form crashed when it is closing down.
Fixed an issue where output Manufacturer checkbox in Location Setting show as indeterminate state for existing user.
Fixed an issue where other charge adjustments on supplier invoice is wrongly reported to Accounting Link as sales tax.
Fixed an issue where Technician Assistant is showing the work order as completed.
Fixed the issue where Invoice Modify security permission is not visible.
Fixed the issue where odometer is zeroed when appointment is converted to the work order.
Fixed the issue where using Advanced Assign to assign technician to Not Assigned crashes the program.
Fixed an issue where sometimes Pending Appointment does not show in the Work in Progress.
Fixed an issue where On Hold work order is showing in Prioritization as Unaissgned.
Disable the Cancel button until a response is received from 360 Payments.
Some minor adjustments to invoice printing for Merchant Partner.

Version 1.0.18.16170 - Sunday, June 17th, 2018

New Features & Changes:

Work Order:

You can review the vehicle's odometer, service advisor, and technician on the last step of the work order wizard.
You can now add / re-use past services to the work order.

Available on the Work Order Wizard, Work Order Editor when adding Services, or on Inspection Editor when adding service packages.
Searching for any service will also show you the last service based on the template performed within the last 3 years under the Last Services folder.
Adding to the work order will keep the same line detail, inventory association, line code, part number.
Supplied item still needs to be source from the supplier as usual but line code / part number / etc will be populated with what's on the last service.

Work order editor now shows the job completion status.

Any job that's marked as completed will show a vertical green bar on the very left side.
Any job that technician is currently clocked in will show a vertical blue bar on the very left side with a time clock icon.

Work Order Management

Prioritization is now refreshed automatically in the background just like work in progress and scheduler.
The work order flags are now larger and laid out horizontally in the Scheduler to make them more visible.
Flags are also shown on weekly view regardless of the number of days showing. Previously, 3 or less day view would display the flags.
A service advisor who is also a technician is now able to toggle between technician work in progress and service advisor work in progress.
Stream lined the Technician work in progress for those sharing a workstation.

Upon login as a technician with view to the Technician Work In Progress, work in progress is launched automatically.
Added a Close & Logout button on the Technician Work In Progress so that after the technician is done, they can log out with one click.

Color category

Setup color categories in the Setup. (Just search for categories, it is under Work Order Setup).
You can assign any work order, appointment in Scheduler, Prioritization, and Work In Progress to a single color category.
In Prioritization and Work In Progress, the category is shown as a solid square icon on the very front.
In the Work In Progress summary it is shows with full name and color.
In scheduler Day / Month view, the color category is shown as the background of the item and in the tool tip.

Printing

Added the ability to print manufacturer. Works similar to Part Number in our system today
Added the ability to print deferral note. This is an advanced option that you have to turn on in the print document.
Print the actual flag when reminder item is printed.

Inventory attribute

You are now able to set enterprise inventory attribute value for locations at the enterprise. Just edit the inventory material and click Edit Attribute. You can select locations application and edit the value for each location in place.
Added the ability to search inventory using inventory attribute on the location inventory search and setup.

There's up to 3 attributes you can select and choose to include in the search criteria.
New Search will reset the attribute selection.

Bug fixes:

Fixed an issue where when no sorting option is set for the invoices, the invoices are not sorted in any way on Work In Progress.
Fixed an issue where Estimate, No Show, Future Work is not created or updated on the Work In Progress after save.
Fixed an issue where when specified to remove supplier invoice when deleting a service package line results in the item being returned instead.
Fixed an issue where sell prices display incorrectly on inventory material search and batch update after you open the inventory card and click Save without going into the "Pricing" tab on the inventory card.
Fixed an issue where select show available only crashes on CARQUEST catalog.
Fixed an issue where CARQUEST's vehicle qualifier some times is not being displayed.
Fixed an issue where WORLDPAC speedDIAL does not support decimal quantities. We will be sending the next whole number quantity when ordering on line items that contains decimals.
Fixed an issue where ShopKeyPro user is not able to use ProDemand Truck Series."
Fixed a bug on integration web services where work order's Flag and Tags properties are not being exported.
OpenEdge will now show all debit transaction processed as Debit instead of the card type.

Version 1.0.18.15130 - Sunday, May 13th, 2018

New Features & Changes:

Work order:

Work in Progress and Scheduler are now refreshed automatically in the background.
The deposit subtotal, total, and outstanding amount prints after the work order total on work order documents.
A work order note now limits your input to a maximum of 500 characters so that you don't enter more than allowed and have your note truncated.

Catalog labor matrix:

Added the ability to do catalog labor matrix based on the vehicle age instead of model year.

Changed the contact and inventory attribute's setup to use Code / Label terminology.
360 Payments:

Removed the ability to enable signature capture to avoid duplication.
Hide the retry button once the transaction is retried and it is successful.
Added the ability to force removal of a paired terminal if unpair process fails.

Integration API:

Added support for Minimum Charge.

Bug Fixes:

Fixed a bug where the sorting order on the General tab in Prioritization was not being restored correctly when it was closed and re-opened.
Fixed a issue for AConneX supplier connections where sometimes availability was not being returned when the supplier returns the results in different order than the query.
Fixed an issue where loading tax line details sometimes crashes.
Fixed an issue where the schedule exception are not being displayed on the prioritization.
Ledger account transaction is not showing transactions against inactive accounts correctly.
Fixed several bugs related to enterprise bank account transaction, reconcile, and deposits and how they are being synchronized among locations.
Fixed several bugs related to enterprise other charge/taxes, tax agencies settings and how they are being synchronized down to locations.

Version 1.0.18.14220 - Sunday, April 23rd, 2018

Changes:

The new scheduler exceptions are now displayed in more places,

The prioritization screen shows exceptions in the top right corner just to the left of the date selection.
On the monthly summary used for selecting the appointment time, the exception detail shows in the tool tip.
The scheduler exceptions are checked and you will be prompted even if you do not use monthly summary for selecting the appointment time.
Scheduler exceptions are checked and you will be prompted when updating a work order's scheduled time.

360 Payments Velox integration

Implemented 360 Payment's new Velox integration for payment processing.

Enterprise enhancement

Completely overhauled the way background synchronization is done so that enterprise operations such as changes in setup for large enterprises should process much faster than previously.

Bug Fixes:

An attempt to fix an issue where the program crashes with error message of "Error creating window handle.".
An attempt to fix an issue where sometimes the program displays a big red "X" on Prioritization.
Should not display holdovers when checking the future/past work order / appointments.
On the scheduler, if the shop's promised time is not on the same day as the scheduled day, the date and time is now shown. If the promised time is on the same day then only the time is shown.
Fixed an issue when closing work order editor, sometimes the application shows an error dialog if the mouse is in the right summary area.
Online appointment had an issue where if you switch from one location to another, the change is not reflected immediately.
ACES vehicle specification was incorrectly disabled if ePartExpert was disabled.
Fixed an issue where service package order on the work order template editor didn't save.
Fixed a performance issue for Sales Comparison Report (Enterprise).
Sometimes clicking Save in Setup crashes the program.
Inventory export for recount was exporting the Count column in Percentage format, should be General format.
Fixed an issue where removing taxes from location causes the other charge synchronization to fail.
Fixed an issue where location posted an invoice with an updated odometer and the changes were not reflected at the location.

Version 1.0.18.14080 - Sunday April 8, 2018

Scheduler

In Setup, the Scheduler has a new node under Shop Hours called Schedule Overview. This allows you to block off days or time periods from appointments.

You can add exceptions to regular schedules.
Exceptions can be a full day or you can specify a start and end time.
Exceptions will display in the scheduler's day or week view in the header area with a red background. You can mouse over it to see the full details.
Exceptions will also display in the scheduler's day or week view with a light gray background.
The monthly view will display exceptions using a red background.
When using the monthly summary view the exceptions will be displayed on the detail screen.
You will receive a warning if you try and book within an exception.
Online appointments will not be able to book within an exception.
This feature is still in development and will continue to be enhanced.

Bug Fixes

Fixed a problem with the Sales Summary (Enterprise) drill down report now working.

Version 1.0.18.14010 - Sunday April 1, 2018

Contacts, Vehicles, and Service Items

The ACES Engine VIN is now being displayed when selecting a vehicle. This allows you to differentiate between similar engines without waiting for an additional dialog with additional details. Note that not all engines have a VIN designation.
If you are using the CARFAX VIN decoder, the Engine VIN will appear as part of the engine text in the submodel details.
When searching for a contact, vehicle, or service item, if your search criteria is too short, you will be prompted by a dialog to provide more characters.

You can force the shorter search criteria after providing a confirmation number.

Reports & Printing

New Work in Progress Summary (Enterprise) that summarizes all the work in progress across the enterprise.
New Scheduled Work List report for listing No Shows or Future Work.
DYMO printing has added new fields for better mailing label printing. They are FileAs and Company.

Inventory

Inventory Attributes have been added to the Enterprise so that enterprise inventory can be provided attributes that can be pushed to all locations.
The Inventory Cost Listing (Enterprise) report now includes the inventory attribute as a parameter.

Setup

Employee work schedule overview has been moved under Schedule Overview under Employee Hours.

Integration API

We are now making callback to integrated vendors if a contact / service item has been deleted or undeleted.
Updated the template setup for AutoVitals to included the parameters they wish to have as default.
Added a new template setup for Autoflow and Kukui to simplify the setup. It can be found under the Action button in the dialog where the integration API is created.

Bug Fixes

Fixed an issues where a blank contact attribute value may show up as "Protractor.Shared.Custom.Attribute".
Fixed an issue where contact attribute values may have been duplicated.
Fixed an issue where messaging shows a new message alert but doesn't display it.
Fixed an issue where messages are being marked as read even through it was not visible on the screen.
Fixed issues with some message delivery.
Fixed an issue that would switch you to the prioritization screen after updating a work order flag.
Fixed an issue where an enterprise bill entry with allocations to locations was not being posted at the location.

Version 1.0.18.13180 - Sunday March 18, 2018

Printing

Added a new Advanced Option of "Output authorization signature" for work orders so that digitally captured authorization signature can be printed. If the authorized amount is different from the current work order amount, then the signed for amount is also printed with the date and time stamp.
Printing of full authorization history will now print the actual digital signature captured.
Added a Print button on the Authorization List so that the full authorization list can be printed using a work order document template.
Added a Print button for the Reminder Items on the Work Order editor so that the reminder items list can be printed using a work order document template.

Messaging

Implemented server side performance and stability improvements for the messaging system.

Fixed a crashing issue in messaging if the call to the server fails. This may be the cause of increased error messages that were being experienced.
Fixed a performance issue with messaging when multiple simultaneous messages are being retrieved.

Reports

Performance increase for the Time Clock Job Efficiency Report.
Inventory batch update can now update the inventory attribute values from a file.

Integrated Web Services

Integration partners can now retrieve labor rates.
A new AutoVitals template has been added to the Integrated Services. (AutoVitals is not yet operational, but the setup template has been added to allow test connections to be setup).
Added call backs to AutoVitals when work order is modified.

Performance

Identified several server side performance issues and implemented numerous fixes to remove server side bottlenecks and improve server side handing time. This was implemented based on our log some of the server side tasks and the performance was increased by a factor of sixty times.

Bug Fixes

Fixes an issue with consolidated financial statements not combining the account values correctly.
Fixed an issue with a crash on the receivable account editor.
Fixed an issue with contact attributes that contain invalid values that may cause saving a contact to crash.
Fixed an issue that did not allow a contact attribute to be deleted.
Fixed an issue that crashed the work order document template editor if there was no labor rate defined.
Fixed an issue where there were unnecessary security permission required for resource booking.

Version 1.0.18.13040 – Sunday, March 5, 2018

Changes in this version

Work Order

There is a new setting in the Location Settings > Work Order > Work Order wizard by which the user can choose either to (a) search for a contact or (b) to add services first.
Contact search will automatically expand the contact to show the service items/vehicles that correspond to the contact.
The work order wizard will prompt the user if they have don't select a vehicle before moving forward from the contact search page.
Work order wizard will skip the deferred work page if there is no deferred work for the vehicle / service item.
There is a new Do not prompt check box for Location Settings > Work Order > Default Interval Service To. Check this box to permit the user to skip the interval service if they do not want to use the service interval feature. This shortens the work order wizard.
The last 8 digits of VIN is now bold on all work orders, estimates, and in the invoice editor / viewer.

Estimates

Added several features that are available on the work order editor and estimate editor. The user can now do the folllowing:

Review a service package.
Collapse / expand all service packages
Defer service packages and accept a deferred package from the Deferred tab.
When looking up supplied items in the catalog, the results will now appear in the Purchases , similar to how it works in the work order. Once the estimate converts to a work order, they can be ordered.

Print

Added a new Combine Consecutive Lines option in the Work order document template > Advanced Option > Labor section, which permits printing on a single combined line all of consecutive labor lines that have the same description, rate, and other charges. Now, a shop can split a labor line of , for example, 3.0 hours into 0.5 hr and 2.5 hr. These separate labor lines can be assigned to two different technicians, and yet the invoice will still print as if it is a single 3.0-hr labor line.
So that disclaimer text or similar text can appear above the signature, there is now a Disclaimer section to all work order document templates. Any text put into this section will print after the grand total but before all the payment lines and the signature.

Prioritization

For quick access, prioritization now appears on the main toolbar ribbon.
When booking resources, the right-most column of the available work order is fixed so that user can scroll to the right and assign work orders to those resources.
The user can now drag-and-drop a work order from one resource to another. This is effectively handled as a re-assignment.

Catalog

Added a Show available item(s) only check box, which will filter out all items that do not have any availability.
The user can now copy text from CARFAX service history web page or any other web page based popup dialog.
Albert Tire no longer appears in the list of supported suppliers.

DYMO Printer

There is a new service item, Move to Location, which permits a service item / vehicle to be moved to a new enterprise location.

Favorite Items

There is a new ability to set Cash paid out as a favorite.
A user can search for cash paid out in Purchases > Bill.

Inventory Attributes

There is a new inventory material attribute, similar to the contact attribute, by which the user can keep track of additional information that is otherwise not part of our standard inventory information.
This inventory material attribute only applies to a particular location for now, though we expect to provide this for enterprises in the near future.
The can set the security for this the Update Inventory Attribute in General > Inventory.
The user can batch update the attribute values, similar to any other inventory information–either in batch update to the same value or a batch update to different values.
Several inventory reports have been updated so that the user can report on up to 3 inventory attribute values.
The export inventory to Excel feature will include the inventory attribute if exporting as Inventory Information. (See Inventory Export below.)
The inventory export feature now prompts the user to ask how they want to export the inventory, which can provide for more useful exports such as Inventory Information, Inventory Recount, or Inventory Price Update. Inventory Reorder now displays the Supplier as a column when searching for inventory items to reorder.

Purchase Order

The purchase order now displays the purchase order total in the search result.

Returned Item

When returning the returned item back to inventory but the part is not found in the inventory and the user chooses to add an inventory item, then the part number, description, and manufacturer will be populate according to the returned item.

Reports

The report export feature now supports CSV format. This simple export format will ignore all groupings and export all the lines as if there is no grouping.
The contact attribute selection is now a searchable drop-down, such that the user does not have to find the proper attribute name.
The searchable drop-down in some report parameters no longer displays the folder icon unless the parameter is for selecting service categories.

Enterprise Consolidated Financial Statement

Shop Manager no longer consolidates the ledger account according to the invisible Ledger Account ID.
Instead, ledger accounts are now consolidated by account number, and then by full account name (including full parent accounts).

Online Appointments

For the Appointment note, there is now a new character limit display and counter–so that user knows the limit and when they are approaching the limit.

Integration

There have been various integration web service enhancements to make creation of work order documents easier Also, the integration web service now has access to search for estimates.

Payment Processing

Completed the certification process for OpenEdge payment processing, though we are still waiting for approval from OpenEdge.

Other Features

All messages now load in the background to improve the performance of the initial login.
We have temporary disabled APG Cash Drawer driver until APG fixes their driver crash issue.
We have also made a server-side messaging improvement for performance and reliability.

Bug fixes

Fixes are now in place for these issues:

The labor line total and rate is no longer editable on an invoice.
An error popup would appear when a user without a modify security right opened a consignment slip.
The Inventory Duplicate Cleanup security was not working for non-administrator users.
Returning an inventory item would return using the buy unit and not the sell unit.
Sometimes, a searchable drop-down would close after a user moved a scrollbar.
The Cash Receipt Outage date is now set to be the same as the Deposit Date.
Sometimes, if there was more than one payroll entry on the same pay date, the payroll YTD amount was not calculating correctly.
In the Tech Summary By Invoice / Service an invoice would appear on a work order if there was a check in the Include In Progress box.
Shop Manager now ensures that a ledger transaction is not editable from the location level if it is belongs to an enterprise receivable / payable account.
Fix a bug causing the messaging retrieval function to crash on the server side.
Several bug fixes were made for the Umbrella Warranty integration.
Various server-side bug fixes and stability enhancements.

Version 1.0.18.11280 – Sunday, January 28, 2018

The .Net Shop Manager has been upgraded to a new version as of Sunday January 28, 2018. The new version is 1.0.18.11280.

Changes in this version

Favorites list

Improved favorites feature to display instructions to the user, and also provide clickable links to Bills and Ledger transactions–to mark items as favorite.
Added a most recent posted date column to the favorites list. A user can sort on any column.
Added inline editing of favorite items, so that a user does not have to open a bill or ledger transaction just to rename the favorite item.
Directly in the bill search result, the user can now mark a bill as a favorite (or set it to be no longer a favorite). It isn't necesary to open the bill to set it as a favorite it.
Added a popup tooltip message in the bill and ledger transactions editor–when a user adds it as a favorite, modifies it, or deletes it from favorites. The tooltip also informs the user when creating a new transaction from a favorite item. The same message also informs the user when manually duplicating a bill / ledger transaction. Or creating a Reverse a of a manually entered ledger transaction.
Fixed an issue in which ledger transactions would post if a new transaction was marked as favorite. When user marks a new bill or a general ledger as favorite, the favorite will now only be saved if user saves the bill (or posts the ledger transaction).

Work Order

To manually change deferral note after they have already deferred the package, a user can now edit deferral notes on the Deferred Work Order tab–by clicking on the Deferral Note link.
The user can now supply deferral note (same for all packages deferred or different per package deferred) after the reviewed the services and apply the changes.
The user can now delete a holdover from the Prioritization screen.
Fixed an issue in which statistics on the schedule weekly view is different from monthly view when an appointment is carried over to the next day.

Catalog

The live filter now appears on the labor guide in addition to the vehicle specification / tire fitment guide. The old Find button is now removed.
In most places where the VIN is displayed–such as the VIN decoder, contact management, and searching–we now bold the last 8 digits of VIN. We are still missing the VIN display on work order and estimate editor.

General Ledger

The live filter is now available on the general ledger, so that the user can find accounts easier.
Added a Reverse feature for manually entered transactions, by which the user can reverse a previously entered transaction by easily entering a negative value.
Added the ability to edit the line details for those lines that requires additional data (such as bank account, payroll account).

Report Layout

A single report layout can now be exported to an XML file by using Report Layout > Export Layout.
To open the report using the exported layout, simply click Open and change the file type to Report Layout File (*.xml).
With this change, a single report layout can be exchanged using an XML file, so that a user can configure a layout on one database and open the layout in another database.

Report

Added the Last Modified By to the invoice summary reports.
Add a Completed column to the Time Clock Job Efficiency report.

Enterprise

There is a new Service Item, Move to Location, which permits a service item / vehicle to be moved to a new location.

Consolidate Financial Statement

Security permissions are now available for a New General Ledger Location. The benefit is that it is now possible to create a consolidated financial statement that includes only some locations.
If no General Ledger Location security permissions are assigned, then the user has access to all locations–which is how it has been up through the previous software release.
If a specific general ledger location is assigned, then the user can only access the general ledger from that location.
The Enterprise is also a General Ledger location choice–equivalent to the other locations.
For existing users, it is unnecessary to do anything different (it will function the same as before).
If a particular user should only have access to financial statements for some of the locations, then add those locations for that user.
The General Ledger Location can be also used to create a role that can be assigned to user, instead of assigning the location to each user individually.

OpenEdge integration

Shop Manager is not integrated with–though not yet certified–with OpenEdge payment processing.
Now, a user can use an Ingenico iSC 250 credit card terminal to capture signatures (instead of a Topaz Signature pad).

CRM Integration with 3rd party

The market source for a contact is now exported to any 3rd-party integrator on the contact record.

Bug fixes

Fixes are now in place for these issues:

The labor line total and rate was editable on an invoice.
An error popup would appear when a user opened a consignment slip without a modify security right.
The Inventory Duplicate Cleanup security was not working for any non-administrator user.
Returing an inventory item would return using the buy unit and not the sell unit.
Sometimes, a searchable drop-down would close after a user moved a scrollbar.
The cash receipt outage date is now set to be the same as the deposit date.
Sometimes, the payroll YTD amount was not calculated correctly if there was more than one payroll entry on the same pay date.
In the Tech Summary By Invoice / Service Package, an invoice would appear on a work order if there was a check in the Include In Progress box.
Now, Shop Manage ensures that a ledger transaction is not editable for a location if it belongs to a receivable / payable account that is managed at the Enterprise.
Messaging retrieval was crashing on the server.
Several bug fixes were made for the Umbrella Warranty integration.
Various server-side bug fixes and stability enhancements.

Version 1.0.18.11010 – Sunday, December 31, 2017

The .Net Shop Manager has been upgraded to a new version as of Sunday December 31, 2017. New version is 1.0.18.11010. This is technically the last update of 2017 but it's numbered as first update of 2018 to make versioning a bit easier in case we needed another minor fix released.

Changes in this version

Favorites list

On Bill and Ledger transactions, the user can set the transaction as a favorite–which functions quite similarly to the favorites feature on a web browser.
If a transaction is not already in the favorite list, you can set it as a new favorite and enter a name for the favorite entry.
If the transaction is already in the favorite list, you can either rename it or delete it from the list.
Choose an existing favorite to create a new transaction that is a duplicate of that favorite transactions.
With this feature, you can easily maintain a list of recurring transactions, and readily view a record of notable transactions.

Enterprise contact attribute

For an enterprise account, there is a new contact attribute available.
This contact attribute is visible and modifiable at all locations, unless the contact is set to only editable by the owner location.
Changes to the contact tribute will be update this attribute for all locations.
Locations can still edit location defined attributes, but the contact attribute is only available at the location.

DYMO Printer

Added work order in / our odometer reading as a data field to the DYMO printer. (See the updated DYMO label content in the DYMO Labels article of the Print Document section of the Setup chapter).

Inventory

For enterprise accounts:

Inventory duplication cleanup is now available.
Inventory update price from spreadsheet can now update base price.

Bug fixes

A fix is now in place for the following:

In some cases while in the technician view, a popup would appear to indicate denied access when a user clicked on a job.
Previously, cash retained would clear to $0 after entering an outage on bank deposit screen.
Sometimes, work order locks would not release.

Version 1.0.17.22120 – Sunday, December 12, 2017

The .Net Shop Manager has been upgraded to a new version as of Sunday December 12, 2017. New version is 1.0.17.22120.

This is an out of cycle critical bug fix update. We have discovered a critical issue with the duplicate ledger transaction operation. It is creating invalid transactions in the system. In order to prevent any further data issue we are issuing the update now. Every customer is advised to close all existing client and restart the client so that they get this new update.

Changes in this version

DYMO printer enhancement

For labels that support the next service date / odometer:

Added the current odometer reading.
The user can now select how the next service date / odometer is calculated. The options are:

Automatic calculation that accounts for all reminder items.
User chooses one of the reminder items by picking it from a list.
User can manually choose one of the fixed intervals adjacent to the next service date / odometer.
User can also choose a custom date / odometer threshold.

The label printing form will remain open after printing, so that user can see the intervals, print another copy, or double-check the information on the label.
Fixed an issue in which the label was printing on both side on DYMO 450 Twin Turbo.
Fixed an issue in which label printing crashed on vehicle dialog.
Fixed an issue in which the next service due would display an odometer value below the current value.

Reports

Added Work Order # as a column to Service Package Sales by Technician/Service Advisor and the (User) reports.

Bug fixes

Fixed an issue in which the service package details would continue to appear after collapsing the work order, or if the user was in review mode and user drags-and-drops to rearrange service package.
Fixed an issue in which the user could not add more appointment booking hours.
Updated the appointment booking hours so that it appears in the same 12 hour format as the shop hours.
Fixed an issue in which the Contact List for Phone Number lookup report was not working.
Fixed an issue in which the inventory price set by the pricing profile was not correct.
Fixed several issues pertaining to an incorrect margin being applied.
Fixed a typo found on Credit Slip when emailing.
Fixed an issue in which some locks on work orders were not releasing when the user closes the application.

Version 1.0.17.22030 – Sunday, December 3, 2017

Shop Manager has been upgraded to a new version as of Sunday December 3, 2017. New version is 1.0.17.22030. This is mostly a bug fix update. Shop Manager will update automatically.

Changes in this version

DYMO label enhancement

These are new supported data fields for label printing: contact name (in various forms), address, vehicle (long and short version), and plate.
There is a new print label function to both the contact and service item pop-up windows.
The label print pop-up windows now only display field(s) that correspond to chosen label.

ProDemand Settings

ProDemand settings are now only modifiable by a user that has a special administrator privilege.
This restriction is put in place to prevent users from sharing ProDemand accounts.

Other Changes

The splash screen no longer displays a Print button, since this button doesn't print all of the content.
The security permissions in Setup is now searchable (as is all of the Setup Manager).

Bug Fixes

Fixed the issue in which returning to inventory material would generate an error.
Fixed the issue in which some databases have old data for reporting security permissions, such that the list of reports appears in the general section–instead of a section that just lists reports.
Fixed the issue in which the margin matrix was not correctly applied in cases for which the description, manufacturer, or tags are modified on a new line and cost is new or updated.
Fixed the issue in which pressing the Tab key while on a searchable drop-down list changes the value to something other than the previously chosen item. (The proper function is to close the drop down and continue onto the next field.)
Fixed the issue in which the Accounting Term Modification popup window was appearing, even when the user is adding a new accounting term. (This popup window should only appear when the user is modifying an existing accounting term).
Fixed the issue in which a location selection on an enterprise bill that allocates to location was displaying a drag-and-drop indicator.
Updated the lock release code to ensure that the lock properly releases.
Inventory batch update enhancements and speed optimizations.

Version 1.0.17.21260 – Sunday, November 26, 2017

VERY IMPORTANT: Beginning with this version, Protractor DOES NOT SUPPORT either the Windows XP or Windows Vista operating systems. The application will no longer run on Windows XP. If a Shop Manager user launches the application on Windows XP, an error message may appear–or this popup window shown below will appear.

NOTE: Though Shop Manager may run on Windows Vista, we will no longer offer any support for any kind of issue for installations on that operating system.

Changes in this version

Support for DYMO Label Writers

There is a new DYMO Labels area in the Setup, in which the user can add DYMO labels into the system.
In the Utility tab of the work order editor, the user can find a Print Label button for printing DYMO labels.
The user designs and tests labels in the DYMO Label Software, and then the label can be saved into Shop Manager.
Shop Manager can print various types of labels, including a next-service label (such as an oil change sticker), a key tag label that displays the work order number, and many other types. Shop Manager employs the DYMO label-writing engine and inserts user-specific values into predefined data fields.
After this work order posts as an invoice, the next service date and odometer are automatically calculated–it is the same as the reminder.
You can override the date / odometer manually by clicking the button which offers a few fixed intervals or manually enter a value.
Some fields may be disabled for some types of labels. If the label doesn't have any fields, no input field will appear in the popup window.
A separate document will be sent to each Shop Manager license holder that includes basic instructions and field types that are available on DYMO labels.
Shop Manager supports all versions of DYMO Label software from 8.7 onward.
Shop Manager supports all current DYMO desktop label printers, including 450, 450 Turbo, 450 Twin Turbo, 450 Duo, 4XL, and LabelWriter Wireless. We thoroughly tested our integration using the most popular model, the DYMO 450.
Supports all labels sizes and formats that DYMO Label software supports.

Work order

A new collapse / expand capability is now available in the work order editor. Either in the Tasks area on the right hand side of the work order editor, or on the Service Package tab, the user can find a new Collapse All / Expand All button for collapsing or expanding all service packages.
When collapsed, the service packages display only the total and discount.
With this new feature, the user can easily see all of the jobs on the work order–and drag and drop services more easily.
There is a expand/collapse icon on the top left of every service package and every chapter, so that the user can expand / collapse an individual service package and/or chapter.
When the service package is collapsed, click and hold the mouse on the title to see the full service package detail. Release the mouse to hide the pop-up.

Review Service Packages is another new feature, which is available in the Tasks area on the right side of the work order and the Service Package tab.
Service packages will all appear in collapsed mode.
In review mode, each service package has an adjacent check box for the user like to indicate that s/he wants that package (or not).
By default, deferred service packages will not have a check in the box–and will appear below regular service packages.
A user can see service package details by clicking and holding the left mouse button on the title (as with the collapsed service package).
All the taxes and totals will automatically recalculate as the user checks or unchecks each service, which makes it easy to review the services to be performed and the correct total.
After applying the choices, all selected service packages will stay on the work order–while all service packages not chosen will be deferred.

Prioritization

The tooltip on the technician header will now display events if technician is clocked in to an event. (Previously, it would only appear if technician is clocked in to a work order or labor line.)
On the General tab, when sorted by workflow stage, the prioritization is now sorted first by workflow stage and then by appointment time.

Enterprise Bill

A new fixed row at the top displays the unallocated amount.
The user can now select the location to which they want to allocate a bill. The prompt appears the first time the user clicks the Allocate To Locations button, though it can be edited later on the allocation pop-up.
An automatic ledger account matching process occurs when allocating to one or more locations. This means that if enterprise and the location have a matching ledger account setup, the user will not have to select the ledger account at all, since Shop Manager will automatically match them in the allocation pop-up.

Transaction Duplication

It's now possible to duplicate a bill (posted or not). A Duplicate button now appears on the Bill pop-up window–both in Purchases and on Ledger Transactions in General Ledger.
At the enterprise level, the allocation of a bill to any location(s) will also be duplicated.
For ledger transactions, only ledger transactions that have been manually entered can be duplicated.

Inventory Cleanup Duplicates

A new duplicate cleanup tool can be found in Inventory Setup. This tool will search in a specific area of the inventory (service category / manufacturer), and match duplicates using specified conditions.
To be considered a duplicate, the part number must be identical–though the user can specify additional conditions such as description, manufacturer, service category, definition, code, and size.

The wizard will present a list of all duplicates and suggest which inventory item to keep and which duplicate inventory item will merge into the inventory that is to be kept.
The user has option to de-select any item they do not want to be cleaned up.
Finally, the wizard will process all the selected items by merging the duplicates into the items that will remain.

Reports

Added the contact source as a parameter to the Invoice Summary report (both location and enterprise), which enables more efficient reporting according to marketing source (for larger enterprises).
Added the contact source as a parameter to three Contact List reports and the Service Item List report.
Added Marketing Source Accounting Term and Account Mode to the Supplier List report.
Added a drill-down report to show Payable Account details.
Added a Receivable / Payable Account Contact List to show all contacts that correspond to the receivable / payable account(s).
Added < None > as a choice to the Contact List reports and the Service Item List report, which can be helpful to the user in finding uncategorized contacts.
So that user knows which contact is a supplier and which one is an employee, Shop Manager now includes Supplier and Employee columns on these reports: Contact List, Contact List For Phone Number Lookup, Contact List With Attribute, and Service Item List, Email List.

Supplier Connection

Added winter tire display in the part display. Also added winter tire display in the specification and user can also filter on "Winter".

Enterprise

Shop Manager now contains a special switch that permits a location to synchronize discount levels for enterprise contacts. This includes the labor/material rate and discount percentage setting. The pricing profiles are not included in the synchronization. This is aimed at enterprises that has enterprise contact that will have pre-set rate/discounts at all locations.
Shop Manager now prepends the location name to the application title, which makes it better to see the location in the Windows taskbar (for those logged onto multiple locations).

Bug fixes

Fixes are now in place for the following issues:

For work order prioritization, fixed a problem in which the work order number is also shown as sorted.
Fixed an issue on the Prioritization general tab, in which erasing the filter text didn't clear the entire filter.
Fixed an issue in Prioritization in which the tooltip display for technician time clock would sometimes not display correctly.
Fixed an issue in which the drag-and-drop reordering of service packages would sometimes fail to work.
Fixed a problem with receivable / payable account add wizard that did not always set the correct contact.
Consignment inventory order / replenish will now default to the default supplier for the inventory material.
Fixed an issue with some combo editors that would display odd text when the text-to-display is blank. Now it will show "(blank)".
Fixed an issue in which it was possible to post a bill to a location that is managed with an enterprise payable account.
Fixed an issue in which deleted locations were causing payable and receivable synchronization to fail.
Fix applied to ensure that on a tax agency update, the ledger account and mapping are automatically created if they don't exist.
Fix applied to ensure that an invoice can not be posted if warranty recovery cost does not match with the vendor amount of the warranty entry.
Made a server software enhancement for inventory management.
Fixed a problem in which a security permission was not permitting a user to perform inventory lookups on the material editor when opened from either the Work Order or Estimate editors.
Fixed a problem in which a security permission was not permitting a user to do inventory lookup on Estimate editor.
Updated how the application enumerates Windows domains and searches for principals from Active Directory. Shop Manager now employs the FQDN domain name, instead of the old NetBIOS domain names. All existing accounts will continues to use the NetBIOS name, unless reassigned. Both FQDN and NetBIOS name are supported in Windows. (This only impacts user that uses Windows Integrated Security).

Version 1.0.17.20150 – Sunday, October 15, 2017

IMPORTANT: This is the LAST major update that will still support Windows XP and Windows Vista. In the next major update, the Shop Manager client will move to the .NET Framework 4.6. This means that by the next update, the Shop Manager client won't work on any Windows XP system. Also, even though Windows Vista can still have .NET framework 4.6 installed, Protractor no longer supports that operating system. Protractor will no longer support any technical issues on Windows Vista–no matter the cause of the issue.

Our operating system warning popup will reflect these changes, and any Windows XP or Windows Vista user will see a popup similar to the figure below. As before, the user will experience a delay of 45 seconds. This popup will appear once every 24 hours.

Changes in this version

Enter a bill for an Enterprise

It's now possible to create supplier in an enterprise. The supplier is ONLY used for enter a bill (for now).
You can enter a bill and split into locations in an enterprise.
When the bill is posted in an enterprise, the bill is split and sent to each location.

Work order

When a user defers any work that contains received parts or "received" sublet lines, the user is informed that parts will be returned and sublet will be removed when the work order is posted.
Prioritization now has the same tools on the ribbon bar as in Work In Progress screen, which gives the user the ability to do most of the work in the Prioritization tab.
The print, export, and grid column operations in Prioritization are now found in a new Utilities tab.

Supplier connection

For ATD / NTD connections, the user can now choose delivery or pickup as the default delivery method when setting up the supplier. The user can also choose between delivery and pickup when placing the order.

Purchasing

To help guide the user, more warnings have been added to various purchasing editors (including Purchase Order, Supplier Invoice, and Found Returned Item).
The Description field will appear in red highlighting if no description has been entered.
The Part number field will appear in red highlighting if no part number has been entered.
A warning will also appear if user enters an item without part number.
4 decimal places are now available when editing the cost on the grid–for either a Purchase Order placed by phone or online.
Added Show Item Detail to items on the Returned Item Credit Slip–similar to what has been available in Items To Be Returned.

Receivable

Added a Future column to the receivable statement to include all amounts not currently overdue.

Reports

Added Purchase Order # column to reports that report on Work Order / Invoice, such as Work In Progress Summary, Future Work List, Deferred Work Sold, Deferred Work, and Deleted Work.
Added a Scheduled Time to Future Work List so user do not have to manually add a calculated column to get the scheduled time.
Receivable reports now includes the phone number for all of the account summary reports. This phone number is from the contact that corresponds to the statement address.

Setup

Inventory batch price update from the previously exported Excel file can now update the base price.

Umbrella Warranty

Added integration with the Umbrella Warranty program. The setting is in Setup > Integrated Services > Other > Umbrella Warranty.

Technical Support button

This button has been moved from Application menu to the main ribbon.
There is new support popup window (which is not applicable to the Mitchell1 version) that handles sending email to support, providing a contact phone number for support, and joining a support session. See the figure below.
This popup will automatically include some system information if user has setup email on the computer.

Bug fixes

Fixes are now in place for the following issues:

Utility > Catalog was crashing when no online supplier had been defined.
Utility > Catalog should not show the Parts Catalog tab if there no online supplier has been defined.
If there is no online supplier setup, Catalog Lookup should be disabled when a material line is selected on the work order, estimate, or material line editors.
Fixed an issue where default payee was always blank in the supplier creation wizard.
Fixed a bug in which service package lines were duplicated after the online appointment was converted to a work order when multiple services were selected.
Fixed an issue in which work order flags were not being displayed correctly for on-hold work orders on the General tab of the prioritization.
Fixed a security bug that occurred when viewing transactions in payable account.
Fixed a bug in which switching a ledger account setting account type caused the program to crash.
Fixed a bug in which the email sent for an appointment confirmation was indicating the wrong appointment time. Note that existing booked appointments will still be set at the wrong time in the system. The fix is only applied to the appointment booked from now on.
The pricing profile was not importing correctly into an enterprise.
Various server side fixes and enhancements.

Version 1.0.17.19180 – Monday, September 18, 2017

Shop Manager has been upgraded to a new version as of Monday September 18, 2017.The new version is 1.0.17.19180. The update should begin automatically such that you will receive this new update when you connect.

This is not a mandatory update, which means that the version released on Sunday will continue to work fine. The update should proceed in the background. To ensure that you are running the very latest version of Shop Manager, simply close all instances of Shop Manager and launch it again. The automatic update will proceed automatically.

For those who do not have Shop Manager on their computer, the download link is:

http://www.protractor.com/downloads/ShopManager.zip

The Mitchell version is available for download here:

http://www.protractor.com/downloads/ShopManager_Mitchell.zip

Changes in this version are as follows. The changes for the Sunday release can be found at the bottom of this page.

Deferral note

A change has been such that the user will not see the Deferral Note popup window unless a deferral note is setup in Setup > Smart Labels > Work Order Deferral Note. For the majority of our customers, this means that deferring a work order will be the same as it was prior to the previous update.
If you want to maintain a history of deferral reasons, define at least one standard deferral note in setup (see above) and the popup will appear the next time you defer any service package.

Bug fixes

Fixed an issue in which prioritization would crash on appointments.

Version 1.0.17.19170 – Sunday, September 17, 2017

This update only contains a small feature update and the bug fixes in the listing below.

Work order prioritization, General tab

Multiple columns are now available for presenting different types of information.
The user can use the column chooser to display only the columns that they prefer.
Added contact name, work order flags and resource.
Each column is sizable, movable, and sortable.
Column view will be preserved from last user session.
When sorting by the workflow stage, the sort order is identical to that of work in progress.
A filter is available at the top of the tab for quickly search the listing for specific work orders.

Work order deferral

A new pop-up window will prompt the user for the reason for deferring the work.
The user can configure a list of deferral reasons that will appear in the drop-down. Navigate to Setup > Smart Labels > Work Order Deferral Note.
The user can also edit a default Note that will appearin the pop-up window.
A Note is not required to defer a work.
The deferral note is displayed on the Deferred Work tab, but does not print on any hardcopy document.

Payable quick payment

The user can now use a payable quick payment at any location on a enterprise-managed payable account.
Quick payment now provides a searchable drop-down field that helps the user locate the payable account more quickly.

Security

Added Deploy as a new security permission, for both the dashboard and reports, which enables a non-administrator user to deploy reports and dashboards.
It is no longer necessary for a user to grant the location report permission on location databases. The location report permission will be automatically granted to any user who can log onto the location.

Enterprise

Added a back end configuration option (not end-user facing) that provides access to enterprise inventory to a particular location in the enterprise, while permitting the location the option to opt out of enterprise pricing-even if enterprise inventory is set to lock the sell price. This gives the location the flexibility to manage their own pricing while the rest of the enterprise is locked on sell prices.
The has been an update to the enterprise tax logic-specifically as it relates to the tax agencies and ledger accounts-to eliminate some of the configuration issues.

Bug fixes

Correct shop hours now display in prioritization.
Fixed a security issue in which non-admin users cannot assign work orders to resources.
Eliminated the possibility that a user could start a new estimate when there are existing work orders/appointments for the same customer/vehicle.
Shop Manager now ensures that any work order changes will causes a prompt to appear and ask the user to save before closing the work order.
A number of backend database fixes and enhancements are included in this release..

Version 1.0.17.18270 – Sunday, August 27, 2017

This update only contains a small feature update and the bug fixes in the listing below.

Integration web service

Added a call that permits an integrator to retrieve a list of inventory sell-price levels that have been configured in the system. (To be used by Tire Connect.)

Bug fixes

Fixed a problem in which an inspection shows up twice when converting from appointment.
Fixed an issue in which the Dashboard crashes after a refresh.
Removed the 10-minute delay in sending a transfer order.
A returned item in the purchase module was choosing the second supplier instead of first supplier.
Fixed a bug in which service package templates were not appearing when they were previously hidden and then added to the new work wizard due to related services.
Fixed a bug in which a crash would occur while performing a search on any grid that contains no rows.
Applied a number of server-side performance and reliability enhancements.

Version 1.0.17.17300 – Sunday, July 30, 2017

Feature Updates and Enhancements

Operating System Version Warning

Protractor will stop supporting Windows XP and Windows Vista towards the end of 2017, so Shop Manager will display a warning to users that remain on either of these operating systems..

For such users, a popup window will appear after login that is similar to the figure below. It will display the date on which main stream support ended for the operating system version. Because this is such an important support issue, the popup window will remain in place for a duration of 45 seconds before the user may continue to the main Shop Manager window. This popup window will appear once every 24 hours.

Work Order

Total discounts now appear at the bottom of the work order.

Prioritization

When dragging a task block to a different technician, the entire work order gets assigned to the technician if that block represents all the work on a work order.

Catalog

If the language set in Shop Manager is French, Shop Manager will now set the NAPA punchout web site language to French.
During an online purchase, it is now possible to place the order if it did not go through successfully,

Purchases

The refresh vendor / supplier button is available on pending claims and consignment sold, even if there is no vendor available. The purpose of this is to keep the user from having to close the Purchases and re-open it in the case for which a new pending claim appears when there is actually not any pending claim.

Report

These reports are now available: Deferred Work Sold, Buy Factor to Inventory Listing, Inventory Cost, Inventory Cost, Historical Inventory, and Dead Stock.
Added Other Charge 1 & Other Charge 2 into the Invoice Summary report, which permits reporting on up to two other charge values–along with two corresponding taxes.
There is now searchable drop-down from which to select other charges and taxes.
There is also a searchable drop-down for the supplier text search field for all the purchase reports that have a supplier parameter.
The purchase order is now on the Invoice Summary report

Setup

An indicator is now available to show if a concern / inspection / service package template is from enterprise and also indicates if they are synchronized or not on the setup listing.
There is now Enterprise and Synchronized columns in the Service Package Template List report.
The check ledger account number is now checked for duplication before the ledger account saves. An error will appear if account number is already in use.
There is now a general ledger import feature.
Other new imports features: a general ledger transaction import from CSV files generated from Paymate software, and a generic general ledger transaction import from a generic CSV file.
Accounts are now mapped using account number.
If any transactions impact Receivable / Payable / Tax Liability / Payroll Liability, there won't be referenced transactions written. Only the ledger account values are impacted.

Bug fixes

Fixed the problem in which the prioritization drop indicator was not displaying.
Fixed the issue in which the popup menu for editing document information such as service advisor (when the side bar is collapsed) was shown below the information pop-out panel for work order editor, technician work order editor, estimate editor, credit slip editor.
Fixed an issue in which the appointment time in the confirmation email contained the wrong time if the time zone was different.
Fixed a few issues with the searchable service category on the report.
Fixed an issue in which the Setup manager would sometimes crash on closing or switching areas.
The user must now enter a message when ordering using WORLDPAC speedDIAL, since otherwise speedDIAL will refuse to place the order.
Fixed an issue with WORLDPAC speedDIAL client not getting the order result back when the order size is bigger.

Version 1.0.17.17160 – Sunday, July 16, 2017

Feature Updates and Enhancements

Software component changes

The biggest change is that Shop Manager now runs on Microsoft .NET Framework 4.x instead .NET Framework 3.5. Microsoft .NET Framework 3.5 was released back in 2007. It has been 10 years since. We are now officially no longer supporting this out of date framework.

As part of moving to the new platform, any user may now choose to enforce the use of only TLS 1.2 for communication.

Keep in mind that Protractor will terminate support Windows XP and Vista by end of this year, 2017. Windows Vista has officially gone beyond Microsoft extended support as of April 2017.

We have also updated the user interface components that we are using to the latest version from the 3rd party vendor.

Chart (Report and Dashboard)

As part of the switching to the latest .NET Framework, one of the user interface components - the chart control does not work well with the new platform. As a result, we switched the chart component to a different one. This results in some changes, as given in the list below.

All 3D charts have been removed. Any chart that the user had previously set as a 3D chart type will still works as-is, though it will display the 2D equivalent. For example, the 3D pie chart will be displayed as a 2D pie chart.
The Cylinder, Cone, Pyramid column / bar charts are also no longer available. Any chart of those types will automatically display in the 2D regular column / bar chart equivalent. For example, a pyramid column chart will be shown as a simple column chart.
The appearance of all chart are slightly different.
The currency series axis now displays whole numbers only, for give better visibility.
The tooltip for the chart is improved, such that it now matches the tooltip appearance and behavior throughout Shop Manager. There is also an improvement in how the tooltip indicates which part of the chart a particular value belongs.
The Chart Settings dialog slightly different, to match the minor advanced setting difference between the chart.

The Advanced tab has been removed, but all of the advanced settings are now on the Display tab. There is a new format, Percentage to the Data Axis, which gives the user the option of charting percentage values such as GP %. This format displays values percentages and presents a percentage axis instead of decimal. For example, a percentage that previously was given as 0.35 now will now display 35%.

The axis settings are slightly different because of the changes to the charts. Separate automatic minimum and maximum settings for the axes are no longer available. Now, there is a single automatic setting that sets the axis ranges automatically. Or, the user will need to enter both minimum and maximum to enforce a specific range.

The data axis no longer has a setting for axis origin. There is a new Zero Aligned check box which is enabled (checked) by default. This means that the X axis will cross the Y axis at value of 0. If it is disabled (unchecked), then automatic data axis might choose a different minimum value where the X axis crosses the Y axis.

There's no longer a setting for reverse axes.

The settings for pie chart are also slightly different. There is a new setting of Size, which gives the user the ability to adjust the size of the pie / doughnut. Also, there is now a Format by which the user can change the format of the values displayed on the pie chart to number / currency / percentage. (Previously the pie chart is displaying everything in number format.)

Online Appointments

Online appointment now has a new appearance.
The web page styles have been enhanced so that the web page will adjust better for a smaller screens such as smart phones.
Online appointment bookings hours now default to shop hours if no booking hours have been defined.
For setup inside Shop Manager, the default to shop hours will also be shown as the shop hours if no booking hours have been defined.
Fixed problems for some cases in which the Shop Manager was not checking for no booking time defined results in the day off and the result was incorrect display on the calendar.

Web Online Order

Web online order now has a new appearance.
Fixed a problem in which a user would search for inventory with a quantity but the inventory does not have stock at a particular location and the price shown was the enterprise price.

Report

Added a Created column for invoice summary. This shows when the work order is first saved.
Fixed the service advisor and technician report because Include Work In Progress was displaying invalid data, including estimates.
A searchable combo drop-down is now available for the supplier parameter.

Other Changes

Searchable service categories - All searchable service categories now display only the chosen service category name, instead of profit center - service category. The full profit center - service category is now given as a tooltip when the mouse pointer hovers over it. This user can now see the chosen service category better when the combo editor is not wide enough.

Payroll entry undo - After a payroll entry undo, the user gets a prompt to ask if they want to populate the data with the entry that was deleted. This is convenient for easy correction of any payroll entry by simply undoing and typing in a new value.

Utility > Part Search - Date ranges are different, and include the last 30, 60, 90 days, followed by the last 6 months, and the last 12 months. The default is set to the last 30 days, which includes today. This should make searching for parts a bit easier without the need to change the date range every time.

Bug Fixes

Fixes are now in place for these issues:

Fixed an issue in which an other charge or tax that is set to always round up is not calculating correctly for negative values. For example, on a credit slip -3.185 should round to -3.19.
After saving an inventory on Setup > Inventory the pricing was reverting to the base price.
Fixed the case in which a bank charge was not working on bank reconciliation.
Fixed the case in which a crash would occur in the bill editor if the user chose a supplier and immediately clicked Post.
Made changes to the software to ensure that the inventory buy factor cannot be < 1.

Version 1.0.17.16250 – Sunday, June 25, 2017

Feature Updates and Enhancements

Ledger account

The searchable ledger account drop down is now everywhere ledger accounts are selected.

This should also address several related issues, including crashing on several pop-up windows if user typed in the Account Name field but didn't select an account. Also, the user might not be able to cancel or close a pop-up window if an account had not been selected.
All supplier selection drop-downs now use a similar searchable drop down:

The profit center / service category selection is now searchable:

Catalog

Vehicle year/make/model text will now be sent to NAPA Punchout for vehicles that don't have a VIN or NAPA vehicle specification. This is a recent Punchout enhancement that permits a user to directly search something such as "2014 Ford Focus Oil Filter".

Reports

Fixed an issue in the Vital Sign reports in which a ledger transaction might be counted twice if the same account is mapped by multiple ledger account types.
Fixed an issue in which the Deposit Listing report was not showing deposits on counter sale against no specific customer.
Added a new work order material line listing report that can be used as a pick list to review materials that are necessary for future scheduled works.
Added the profit center and service category to material sales and service package sales.
Added new, renewed, active, loyal, inactive drill down report for Contact Loyalty report as standalone reports.
All service advisor / technician / payroll / time clock reports now have an Employee # column.

360 Payment Solutions

The software will send abort to the device if the user clicks Cancel on the processing payment dialog.

Enterprise

Added missing security settings for banking, accounting, taxes, etc., to the enterprise security setup.

Bug Fixes

Fixes are now in place for these issues:

User with Ledger Account modify security right should be able to set ledger lock date.

Version 1.0.17.15280 – Sunday May 28, 2017

Feature Updates and Enhancements

Ledger account

A new account selection drop down is available for ledger account transactions. You can now search for any partial text within the ledger account. This should also ensure that other accounts always display properly and the correct printing of the text.
You can now specify a service category when adjusting the Sales and Cost of sales account. This service category will appear on vital sign reports, so that user can see values that are more appropriate–even if it's necessary to make adjustments.
A new tooltip will indicate the full location name when the user hovers the mouse pointer over the location header of the enterprise consolidated statement.
Error details will display for failed location(s) during creation of an enterprise consolidated statement. An option will be given to retry the failed location only.

360 Payment Solutions

The integrated refund is now part of the implementation for a credit invoice post and work and order deposit release.

Other enhancements

On a service package, the user can now edit the header or footer by right-clicking and making a selection from the pop-up menu.
Improvements to the text matching for the make and model, when the vehicle is decoded to a none ACES vehicle specification (such as a ePartExpert VIN decoder). In particular, entering a dash or a period will not cause matching failures. This means, for example, that a search for "Mercedes-Benz" will now produce "Mercedes Benz" as a result.
When using a work order template and searching for a contact or service item, the fluid capacity is now available.
The Name now appears in the invoice and credit invoice lines in the Tax Transaction List report.

Bug Fixes

Fixes are now in place for these issues:

Sometimes, the vehicle or service item would display incomplete or incorrect information during editing.
Previously, the ePartExpert vehicle specification would not be saved–even if user is using ePartExpert as the VIN decoder.
An appointments can now be edited and deleted, even it falls on a date on which the shop is closed.
The scheduler would sometimes crash on start up if the user pressed a key.
Previously, a work order might fail to open if the footer contained some particular kinds of text.
Sometimes, the Prioritization window would not includes the name of the technician.
Sometimes, the Prioritization window would display an incorrect employee work schedule.
Previously, service packages would not display as complete in the Prioritization window, even though it had been marked as complete in technician assistant.
Previously, a work order in the Prioritization window would not appear as green if all jobs are marked as completed.
The dashboard date range was not appearing on any report that was added from the All Reports section.
Some columns were functioning incorrectly in the reminder item setting in the reminder group.
When creating a new security credential, checking for duplicate user names was not working.
A user can now scroll in the Note field even if the contact card is set to only able to be modified by a different location.
Previously, in the enterprise service package template setup, the Add inventory feature was not working when searching for inventory material.

Upgrading to .NET 4.0

Shop Manager has been running together with version 3.5 of the Microsoft framework. On the very next update to Shop Manager, the plan is to migrate over to Microsoft .NET Framework 4.0.

If you are using Shop Manager on an older operating system (such as Windows XP, Vista, or Windows 7)and have not yet installed .NET version 4.0, it will be necessary to install it in order for Shop Manager to function properly following the next update. Any user that is running Shop Manager on Windows 8, Windows 8.1, or Windows 10 should be fine, since these operating systems already contain version 4.0 of the NET Framework.

Any user that is running Shop Manager on XP, Vista, or Windows 7 that does have .NET Framework version 4.0 should make preparations now. The installation of .NET will have no adverse effect on use of the application.

You can download .NET version 4.0 now and install it prior to the next update.

After installing .NET version 4.0, we also recommend that you download and install the 4.0.3 update.

Upgrading from Windows XP or Vista: as of April 11, 2017, these operating systems are no longer supported by Microsoft. Protractor is also planning to update to the next .NET Framework version by end of 2017. This means that Shop Manager Client will no longer run on Windows XP or Windows Vista at that time. We therefore strongly recommend an upgrade to a version of Windows that Microsoft still supports. Windows 7 extended support will terminate on January 14, 2020. Allow us, therefore, to recommend a move to Windows 10.

Version 1.0.17.14300 – Sunday April 30, 2017

Feature Updates and Enhancements

Global date range control for Dashboard (new feature)

You can now place a date range controller onto the dashboard that will control all widget that are synchronized with it. To configure your dashboard with this feature, you need to enable it in at least one of the widgets. Open a widget and check the Use dashboard date range box in the widget setting panel (as shown in the figure below).

A set of date range drop-downs will appear at the top of the dashboard, along with an i icon that will display tooltip listing all of the widget(s) that the date range controls. This makes it clear to the user which of the widgets are controlled by the date range. See the figure below.

When the dashboard is saved, the last used date range will also be saved and the dashboard will use that date range the next time it is launched. The figure below shows an example of what happens when switching "Last year". Both of the widgets on dashboard switched to last year.

You may wonder why not simplify and have a single date range that controls all widgets. This flexibility permits some widgets to be, for example, on a "last year" setting, while several other widget might contain vital that follow a more narrow dashboard date range. Then, you can view the last year performance along with a specific period of interest for other metrics.

Prioritization

The estimated finished time to now appears in the lower left corner of each task.
A time clock icon now appears on the prioritization technician header for any technician that is currently clocked in. Mouse over this icon to see a tooltips that shows the actual item to which the technician is clocked in.
Fixed a bug in which technician hours were not displaying correctly when switching dates.
Fixed a bug in which no work assign block would sometimes appear incorrectly.

Other features

There is now a new logo setting for online appointments. The user can setup a logo similar to a web online order.

Bug Fixes

Fixes are now in place for these issues:

Shop Manager would crash when clicking more than once to see all deferred work.
Fixed an issue in which a web online order would sometimes disappear from the work-in-progress view if not processed on the day it is placed.
The Tax Exemption is no longer visible on the enterprise Contact editor, since a tax exemption is not applicable to enterprise.
Fixed a problem in which the AutoServe1 vehicle in the shop would sometimes not set correctly.

Version 1.0.17.14260 – Sunday April 16, 2017

Feature Updates and Enhancements

Work Order

A user can now edit work order flag for appointments directly in the work-in-progress-much like regular work orders.
When checking for past or future appointments during creation of an appointment or work order, if there has been no vehicle assignment, the popup will display No service item assigned. This indicates to the user that this appointment or work order is assigned to the contact only.
There is a new service package template setting to hide pricing for each line and only display the total price. This will only impact service packages that are added after the change and will not impact service packages already on the work order.

Payroll

The payroll entry feature now includes a second ledger account selection, "Employer Expense" which gives the user the ability to put employer deductions into different accounts.
The employer expense can also be set on the employee payroll profile.
The payroll slip and payroll check will no longer print liability entries that have no employee amount and no YTD amount.

Online Appointments

Online appointment now has a reminder feature which will send an email to the customer a number of days before the appointment as a reminder. Optionally, the user can specify that a link appear in the email for the customer to click and confirm that they will arrive for the appointment.
Added a setting to allow booking of appointment for the current day.
The Preferred contact method now provides a separate home phone and mobile phone. These will appear in any contact search listing. During the creation of a contact, the mobile phone will be positioned first if the mobile phone is chosen as the preferred contact method.

Reports

Account Limit has been added to the Account Receivable Account Value report.
Definition has been added to the Line Item Sales by Contact reports.
Last Invoice date has been added to CRM\Deferred Work Mailer report.
There is a new payment processing transactions report that lists all transactions processed through integrated payment processing.
When adding widgets to a dashboard, the common reports also appears in the report selection popup.

Other feature additions / enhancements

A time clock record search will now search in the Note field.
Ledger account selection drop-down has been changed so that only the account name is shown (instead of full hierarchy). The account is now more readable. A tooltip is available to display the full hierarchy, if necessary.

Bug Fixes

Fixes are now in place for these issues:

Switch to zero midpoint rounding for all other charges and taxes, which is more suitable for these values.
Search by Part Number was showing for WHI when going back to the vehicle and moving forward. It is no longer visible since WHI doesn't support search by part number.
Added a setting for 360 Payment Solutions to indicate if we are in test mode or live mode.
Fixed an issue with 360 Payment Solutions that was causing rejection of MasterCard transactions.
Fixed the issue where Materials Sales Report has two Type columns.
Fixed an issue in which nested inactive accounts were showing up on financial statements.
The time clock no longer indicates that a work order is completed if a user is currently clocked in on that work order.
When checking for roles that can be assigned by the Security Administrator, there is no longer a check for a technician work order view and any report permissions variations.

Version 1.0.17.13260 – Monday March 26, 2017

Feature Updates and Enhancements

New technician assistant feature–in the technician work order editor

There are many functions available in this feature.
A technician can use this tool to look around in the work order, hover to see the detail of the job, and click to indicate they are working on this job. When it's time to do something else, the technician can use the assistant again and–with a few clicks–switch to the next job on the same work order or to a different work order.
This feature provides seamless time clock information as technician clicks on various items.
The technician assistant appears when the user moves the mouse over the technician icon on the top right corner of the work order. The assistant also automatically opens up when you open a work order.
With the assistant a user can see recent work orders and choose which job to work on next. Details include information about the job, the time the user last worked on that job, if the job is waiting for parts.
When a user completes a job, s/he can mark the job as complete or directly move to another job. The user can select from jobs on the same work order, or select a new work order to continue.
If there is no active job to select, the user can select an event to continue–such as waiting for parts.
Use the search field at the top to filter, if necessary.
When the work order is complete by the technician, it's automatically marked green and move to the bottom of the technician's work-in-progress list.

Below you can view several screenshots of the technician assistant.

Online Appointment Booking

There is a new booking hours setting, which controls the time during which online appointments can be made. Multiple time slots per day are available, so that user can block off lunch hours or other exceptions.
With the addition of a Company field on the appointment booking page, It's now possible to capture the company name.
The user can now select a preferred contact method.
Both the company and contact method are synchronized, such that it will appear in a contact search and will pre-fill with the values if user creates a contact record.
Full templates for both a confirmation page and error page are available, so that the user can customize the content shown on these pages.
If a customer edits an appointment, the user can see the time at which the customer made the last edit.
An email will now be sent to the user when shop confirms the appointment.
A user can now send a customer reminder for the appointment.

Network Connection Test Tool

This tool can be helpful when a user cannot connect to the Protractor server at all. The tool collects and logs a large amount of information and it can automatically email this information to support if the user's workstation email has been setup.

Access this tool from Application Menu > Manager Options > Tools. It's unnecessary to login or connect to the Protractor server to use this tool. If you get cannot connect, simply cancel and access the tool through the menu as shown above.

Click on Perform a network connection test to launch the tool.

Click on the Test button to start the test.

You can watch the progress of the test.

Once completed you will see this popup:

If the user's workstation email has been setup, the Email button will be enabled. Click that button to display the Email popup similar to the figure below. The email contains the entire test log in the attachment. This process only works if the user can access their email server, though they are having issues connecting to the Protractor server.

Connectivity Tracking Tool

This tool can perform a two-way test–both for the user and Protractor staff. Protractor staff can ask the user to begin the test, which sends data to our server for analysis.

As with the Connection Test Tool, you can access this tool from Application Menu > Manager Options > Tools. It's unnecessary to login or connect to the Protractor server to use this tool. If you get cannot connect, simply cancel and access the tool through the menu as shown above.

Click on Show network connectivity report to launch the network connectivity diagnostic tool.

Here is the diagnostic tool window:

Keep in mind that this is a floating window, so that you can work on Protractor with it open. You can hide it, if necessary, while it continues to run. When you click on the Close button on this dialog, you'll get a prompt to continue collecting network metrics in the background.

Answering yes here will close the window but keep collecting the metrics in the background. This feature permits a user to collect statistics and review them later. The collection continues as long as the current application is running or until you open the connectivity report and close it again (and answer No to continuing metrics collection).

In the tool window, the top navigation buttons will move back and forward in a timeline. The << and >> goes for 6 hours at a time and < > button goes for 1 hour at a time. Scroll around to see historical results. Mouse over any point to display the result for that point. Not all metrics data will appear; only significant changes are shown–or long elapses in time.

Click the Go Live button to go directly to the current view–which will show the current results.

Two charts are available. One is ICMP ping. Protractor automatically and periodically does a ping to both the Protractor network and Google. In the example figure above, we see a relatively fast network connection. The red line is the ping to the Protractors network, about 16 ms and relatively consistent for the entire house shown (ignore the blip around 6:50 PM which we will cover later).

On the same ICMP ping chart, the blue line is the ping to Google. Of course, we know google has to be on a faster network than Protractor and we can see that on this same network, Google is blazing fast at 8 ms. Also you can see that the ping time to Google is also very consistent for this hour that we are showing.

There is a second chart, Server Heartbeat. This one is where we send an actual Shop Manager request to the server and server simply replies back without doing any data processing. With this test, we can look at the response time without need to factor in the actual database. This means that even if database itself is slow, this heartbeat value shouldn't increase because of the database. In the example figure below, you can see that our server is responding normally (in 11 ms) and is fairly consistent along with the ping.

Now let's look at that blip on the screen. In the figure below, the ping to Google increases from 8 ms to 109ms. That's almost 14 times longer. Though it isn't shown here, the ping to the Protractor network also went up to 105ms (6.5 times normal). We can confidently say that there is a network problem, and the network issue is probably not on the Protractor side. This is because Google and Protractor both went slow together. It is highly unlikely that Protractor's network is having an issue at the same time as Google.

Also you can see that the Protractor heartbeat time increases from 11ms to 2822 ms. This response time from our server is actually 256 times worse. The 256 time doesn't really matter since clearly there was a network delay occuring at this time. And it was affecting both the Google and Protractor network. That's why our server is responding slowly. If a user is on Shop Manager at this time, s/he can expect a very slow response or disconnect.

In the two charts below, you can see where the tool indicates two Interruptions. This is the case in which we detect either a ping failure or the Protractor server heartbeat fails. Both are an indication that network is not only slow but physically down (even if it is momentary). The field at the bottom will list out all the interruptions detected for the day being displayed. Here it lists two: one is a ping to our network (firewall.protractor.com) for 40 seconds, and another for 22 minutes that our server heartbeat is lost. Scrolling with the navigation button to the time range where our server heartbeat is lost, you would see that on the graph, the result went to -1 ms–indicating a failure. It continues until just before 10:59 PM where it come back up again. But notice that at the same time the ping to both Protractor network and Google is steady. So in this case, it might indicate that the client is not able to actually connect to our server.

So what does a fairly good connection looks like? In the figure below, we see a case where the connection is good for over and hour. The ping times are all short–in this case both around 20ms and the heartbeat values are also short in the 20s. The few instances it went to around 50 ms are acceptable.

This tool gives the user some data, helping to paint a picture of what's good and what's bad–both for the user network and in connection to the Protractor network.

Other new features

Network inventory availability now appears in a new scrolling tooltip. If there are many locations with plenty of stock available, a user can scroll through the list to see them all.

Bug Fixes

Fixes are now in place for these issues:

Fixed an issue in which the editing of a contact or vehicle might launch an invoice into the background.
Inventory Draw & Add now adds the newly drawn material on top of the selected material, such that the list of material appears in the order the inventory material items have been added.
Fixed an issue in which inventory is not available in the network but is available locally, an during a network search the inventory material disappears.
An infrequent drag-and-drop issue on the Prioritization screen, in which the items are separated by periods for which no work has been assigned.
Drag-and-drop ordering was not working on Profit Center when it is first launched on the Setup Manager.
The payroll entry liability section now correctly selects the value when the user clicks into the cell–much like the payroll item above it.
Extra rows no longer are appearing on the ledger transaction popup for some tasks.
Inactive accounts were not appearing when viewing financial statements.
Fixed an issue for leap year in previous year comparison for financial statements. When the end date is set to February 28, the previous year comparison should land on February 29th if the previous year is a leap year.
Fixed an issue in which grid columns sometimes do not restore to the correct order.
Fixed various time zone issues for online appointment booking.
Fixed an issue with missing files for 360 Payment Solutions.

Version 1.0.17.12260 – Monday February 27, 2017

Feature Updates and Enhancements

Inventory Search

The inventory search has been reverted to a default quantity of 1.
A new Show Out of Stock button is now available, next to the Search button, for quick and easy access to out-of-stock items. This is convenient for many shops that need to use out-of-stock items to generate quotes or placement into a work order with the knowledge that the items will be received the items later. You can only toggle this button on and off after performing a search.
The inventory search has been reverted to default to a profit center, instead of searching in <All>. Inventory search also now remembers the last profit center that was used and restores to that profit center. This isn't very significant for a shop that typically uses our standard template of single a Automotive profit center, since search will still default to all service categories within that profit center. However, for shops having multiple profit centers such as an Automotive and Heavy Truck profit center, the workstation that typically deals with heavy trucks will then no longer have to always switch to a different profit center. Also, the <All> profit center is still a choice: it can be chosen and will also be retained. However, we don't recommend that most shops use <All>, since this can affect search performance if the shop has a large inventory database.
A new inventory search setting is available, By default include out of stock item(s) in the inventory search. This should ONLY be used for shops with a small inventory database that mostly consists of items that are typically not in stock. This will default the search quantity to 0. Keep in mind that, for the same inventory search, a search quantity of 0 will be quite slow in returning a large results listing. Most shops will want to leave this setting disabled and use the Show Out of Stock Item as we explain above.

Bug Fixes

Fixes are now in place for these issues:

Double-clicking on an inventory item after network search previously would not bring information correctly.
Clicking on the listing after a search would sometimes cause a changes in the size of the parameter window.
Ledger transaction printing would sometimes print GUIDs as account names.
In some situations when issuing a credit slip, both the part and core would be returned on a core-only return.

Version 1.0.17.12190 – Sunday, February 19, 2017

General

A web online order will now appear in a separate Web Online Order folder with count as part of the folder name in Work In Progress.
Inventory search–from either the work order or utility–now defaults to all profit centers, all service categories, and zero quantity. However, it's necessary for a definition should be present or the user will need to enter at least 2 non-wildcard characters to search for something.
An improvement has been made to inventory transfer messaging, which ensures that all transfer messages are always grouped together. Also, the correct and current transfer request appears prominently when the user clicks on the message.

Report

There is a new Type parameter to all service package sales reports.
There is also new Search parameter on the Contact and Service Item spending reports. This parameter can filter the report on the contact name.

Bug Fixes

Fixes are now in place for these issues:

Sometimes a cash receipt would not appear after undoing a deposit after making a ledger adjustment.
Shop Manager would sometimes crash when putting a refund from payroll/tax remittance into cash drawer.
The invoice time was incorrect when switching a time clock record from an invoice to work order.
An invalid name would display on check and direct bank transactions if the contact name was invalid.
The ATD supplier availability flag was not displaying a different color according to the priority of the location.
The cost was incorrect when posting a core-only return credit slip.

Version 1.0.17.11290 – Sunday, January 29, 2017

General

You can now search for a contact on the email address.
In the technician work order view, the technician can modify the work order flag.
There is now a Find function on the interval service dialog.
In the deleted item recovery, the user can now search work orders on either the work order number or purchase order number.
Deleted item recovery can now search contact by email address.
It's now possible to mark a bank account or credit card as inactive, which also marks the corresponding ledger account as inactive.
Some default address values are now available for the contact–such as City, Province, Country. These are setup in Location Settings > Contact.
The marketing source for a contact can now be ordered manually by dragging and dropping the items.

Reports

New reports include a Vendor Purchase Summary and Vendor Purchase Listing, which list all purchases from vendor. The report has full drill-down capability all the way to individual document details.
Another new report is available, Vendor Payment Summary, which lists all payments made to payable accounts and cash paid out directly to suppliers.

Messaging

Many duplicate messaging-related error notifications have been eliminated.

Inventory Transfer

Messaging integration has been added for inventory transfers. It's necessary to setup the messaging group for use in inventory transfers in Inventory Network > Settings. A new message will generate for each of the following:

@requested location, when a new inventory transfer request is sent
@requested location, when an inventory transfer request is updated by the originating location.
@requested location, when an inventory transfer request is partially or completed cancelled.
@requested location and @requesting location, when an inventory transfer request resulted in split order due to back order.
@receiving location, when an inventory transfer request is shipped
@requested location, when inventory transfer is received with a different quantity than the shipped quantity.

One consequence of this new messaging integration is that any location that enables inventory transfer will automatically receive and transmit messages.

Security

Now, a user having security permissions to modify a ledger account can also change ledger transaction locking in Location Setting > General Ledger.

Bug Fixes

Fixes are now in place for the issues below.

After any work order flag is updated, the work in progress tree will refresh to reflect the update(s).
Fix is now in place for the case in which a duplicate deposit entry could occur on a work order if the payment processing failed first and a retry attempt was made.
Fix is now in place so that the ProDemand Truck Series launches correctly for a vehicle without ACES specification.
Fix is now in place to prevent ProDemand from launching if the mouse pointer is only hovering over the ProDemand menu item on the context menu.
Quantity specified while inside NAPA Punchout web page now overrides the original material line quantity when the part is applied.
An override is now available for inSipely order, so that it doesn't prevent a user from ordering when quantity is insufficient at the store but has enough quantity in the network.
The inventory transfer request by request number is now working properly.
Fix is now in place to ensure that the message sent to a group is also seen by the user.
Fix is now in place to prevent a message from being sent without a thread and behaving as a new message that will never be seen.
Updated White Pages Pro to API 3.0.
External Fill and External Report now display the correct values for inspections without any lines.
Fix is now in place for cases in which return on inventory is not set to the supplier from which the item is purchased (if the supplier invoice is already posted).
When a new calculated column is added, it is hidden by default on the current report.
Fixed issue with print online web order on Chrome browser. This is a Chrome bug. Now a window will popup and user can manually print from that window.

Version 1.0.16.22250 – Sunday, December 25, 2016

Catalog

For supplier connection types that support searching by part number, a Search by Part Number button now appears on the vehicle selection screen, so that it's clear that the user can skip vehicle selection and search by part number.
The live filter on catalog search result now also filters part numbers.
Shop Manager now includes support for Mitchell's ProDemand truck module. In ProDemand setup, a check box is available to enable the truck module (for those that have a subscription to Truck Series). For those vehicles that are already specified in the medium-heavy truck group, the ProDemand button will launch the Truck Series by default. On other vehicles, the user can choose Truck Series from the drop-down.
In the WebLink supplier setting, a check box is now available for configuring suppliers that do not permit ordering when the stock quantity is zero.

Inventory

Inventory reorder will now display a different color for any item in which the availability will be affected by on-hold or work order quantities. This can be helpful in sorting and grouping the item listing.

Inventory Transfer

The requesting location can now modify quantities on transfer requests that are either Pending, Sent, or Back Ordered.
The requesting location can now cancel items on transfer requests that are either Sent or Back Ordered.
Items that are fully cancelled by the requesting location will be now be moved to a separate Cancelled transfer order and go straight into Completed.
Items that are cancelled by the requested location will now be kept with the shipped items, and the requesting location will acknowledge the cancellation during the receiving operation.
When an inventory transfer contains a line that is not fully shipped and it has been sent to the requested location, the requesting location will now see the transfer request as Shipped (!) and the requesting location will confirm through a Receive.
Different color codes now distinguish the various transfer request statuses.
Any back-ordered line will now appear with a yellow background (serves as a warning).
Any cancelled / not shipped item will now appear with a red background (indicates an error).
Any item that has received quantity that differs from the shipped quantity will now appear with a red background (indicates an error).
A tooltip now appears for any order containing an item that requires attention (such as cancelled / not shipped quantities).
A tooltip now appears now for any item that has been cancelled / not shipped, and the tooltip will indicates the location that cancelled it.
A tooltip now appears for any item that has a received quantity that differs from the shipped quantity.

Work Order

The core status now appears on the technician view.

Report

A new payroll entry summary report is available, which presents a summary of payroll entries–along with a customizable list of liabilities.

Dashboard

When the user closes a widget, a prompt will appear to prevent accidental removal of widget from the dashboard.

General ledger

When viewing the journal from either the Balance Sheet or Income Statement, a Previous Year option is now available to provide the user with the option to open a journal from a previous year (in a previous year comparison).

Messaging

More performance updates have been made to the messaging system to prevent it from affecting normal operation if the connection speed is slow.
The message forms will now close after the user logs out.

Security

Restrictions have been put in place to ensure that a security administrator can only assign a role for which s/he already has permission, and cannot assign a role for which s/he does have permission.

AutoServe1

The work phone extension will now be sent to AutoServe1.

Bug Fixes

Fixes are now in place for the issues below.

Sometimes a crash would occur when a user clicks on Undo in the labor line popup.
In the estimate sublet editor, the total cost will not be lost if the quantity is changed to 0.
When a user is editing a contact / vehicle in the work order wizard and opens an invoice, the invoice now opens in a popup window (instead of appearing in the background where it is inaccessible).
Work orders and invoices are now explicitly checked to avoid blank work orders or invoices.
Since there is no location setting by default, work order options for grid location and core status no longer have three states.

Version 1.0.16.21130 – Sunday, November 14, 2016

A check of the supplier invoice and returned goods data is performed, so that the user is prompted with the proper choice of if the item can be removed from supplier item or immediately update the returned items. This prevents confusion when removing an item and then only receiving a warning that the item cannot be removed during a save.
The service package title field has greater width to accommodate longer titles.
Live filtering capability is now available on a Catalog lookup. The filter text box will filter the display result (in real-time) to narrow down the list. For example, here is a filter to display only the "Gold" brake pads:

This can be used to filter the base on the line code or manufacturer name.

For a tire supplier, it can be used to filter down brands, tire type (if the data is available), and other tire data. For example, here we list only Michelin Winter tires in inSipely:

Here, we filter for only BFGoodrich 91H rated tires:

The Mitchell1 ProDemand authentication code has been moved from the server to the client to allow for IP authentication.
The Wholegoods credit slip now has update costs as part of the posting routine when the incremental quantity is zero.
The core status printout has been removed, since it did not address the case in which a technician does not know if a core is to be returned or not. A new setting is available in the Advanced Option for work order document setting in the material session. If there is a check in the Display Core Status box, then the core status will be printed out if there is a core value–whether the core is returned or not. This can be used to indicate the status for the core on the technician document.
Payroll profile:

$0 entries are now permissible in the payroll profile, so that items that require change can still be put on the payroll profile.
There is now the ability to do semi-monthly pay periods, which always occur on the 15th and last day of the month.

inSipely supplier connection:

Fixed the issue in which the part number is not what was applied to the work order.
Fixed the issue in which the tire size was being duplicated on the part description.
Added a new setting of Preferred Brand(s), giving the user the ability to specify a comma-separated list of brands. The initial display of these brands will be in the order specified here. The rest of the brands will be displayed alphabetically following the preferred list.
The supplier name will appear even if there is no availability from that supplier on the catalog lookup screen.
An order will not go through if there are no valid lines in the order.

Report:

Added a new Contact List for Phone Number Lookup report to allow user to generate a contacts list report but with specified phone number titles. This way you can generate a list of all "Work" phone number
Added a new loyalty category of Renewed. These are the people who are previously considered as Dead and came back to have an invoice. Now, the New category contains only the customers which had their first invoice during the new period.

Added a new Do not close Completed Work parameter to the AutoServer1 template in integrated service, which will allow the inspection order to remain open even if the work order is saved as Completed.
The integrated web service now permits the scheduled time and promised time for an appointment to be updated by a 3rd-party integrator such as AutoServe1.
The CRM web service and integrated web service now present the costs on the invoices.

Bug Fixes

Fixes are now in place for the issues below.

No longer showing holdovers in the Find tool from Work in Progress.
The tooltip on the work order editor was sometimes not updating to show the latest text.
Contact tax exemptions are now applied when converting an appointment to a work order in scheduler.
Contact tax exemptions are no longer lost when rescheduling a work order in scheduler.
When deleting a credit slip and not entering a note, a warning message appears: "Please enter a note for deletion of the credit slip."
When reading a work order and the work order is deleted, verify on the invoice that the work order has been posted as an invoice already.
Sometimes, a user lacking a modify permission could not print a work order, credit slip, or estimate because some value(s) might have changed since the document was last opened.
Ensure the availability is updated when the part is no longer being returned from the supplier. Previously, the availability was only getting updated if the supplier still return some data on that part.
The purchase order document link was not enabled for work orders / invoices.
After deleting the last line from the purchase order, the user is prompted that the purchase order will be deleted. But then when user hit save, an error was occurring and failing to save the purchase order.
When the employee edit popup window appeared, the Security Login Delete button was disabled.
The security permission Receivable Quick Payment should not grant user access to the full accounting.
Only two decimal places are permissible on cash paid out.
Previously, when a user deleted a contra transaction from receivable, the corresponding ledger transaction was not being deleted.
There was a date issue for supplier invoice flush, in which a late-night flush might cause the ledger transaction to have a date on the next day.
The integration web service no longer permits a work order to be updated when it has already posted.

Version 1.0.16.20230 – Sunday October 23, 2016

Wholegoods

A Wholegoods user can now link an inventory item to an existing service item / vehicle–by going to the inventory card and using the service item drop-down to search for the linked service item.
Several new warnings are now in place, such that if the in-stock quantity or the incremental quantity is not sensible, the user will receive a warning.
An Update Cost check box is now available, much like appears on the Purchase Receive popup window, so that the inventory item can have its cost updated automatically when the invoice posts.
The New Work Order wizard is different for a Wholegoods work order, because it is unecessary to choose a contact.
Automatically assign a contact / service item if user selects an inventory item that has a link to a service item / vehicle.
Many other minor user interface improvements for the Wholegoods interface.

Technician work order view

Two new tabs: Deferred work and History.

User can now edit the contact on the last step of posting an invoice–by clicking on the Edit button next to the Email address. This is convenient for adding or editing the contact email address prior to sending the invoice through.
Payroll Template

Payroll entry will no longer try to load the last payroll entry.
To setup a payroll profile for an employee, the user can now edit an employee–either from Setup or the Payroll feature area. The payroll template supports these pay periods: weekly, bi-weekly, and monthly. The user should specify one actual pay period end and one actual pay date for the pay period. Shop Manager will use this information to calculate for the rest of the pay periods and pay dates. The user can setup all the typical payroll entry information and the information will automatically populate at the time of any scheduled payroll entry.
The payroll entry now contains both scheduled and unscheduled payroll. Schedule payroll is for regular interval payroll; unscheduled payroll is for special circumstances such as an advance or extra bonus.
When running a regular scheduled payroll, the pay period and pay date will automatically calculate according to the payroll profile setting. The interval will also automatically factor in the last scheduled payroll.
Unscheduled payroll entry does not impact future scheduled payroll entry calculation.
It is possible that the first payroll entry for the user might not result in the correct pay period, since Shop Manager makes an estimate for all of the past pay periods. The user can simply set the pay period/pay date and from that point on the pay period and pay date will be correct.

Messaging

The Messaging window will no longer show call progress, even if the call took longer than 3 seconds. This is because some users experience a flashing screen–especially for those with a slow Internet connection or those that perform intensive operations on their machine.
When a user does not have any messages in the last 7 days–but they have older messages–the Load More link appears to provide the option for loading the older messages.
If a technician has only Technician Work Order view permission, s/he can now open the work order in technician view when clicking on the work order.

Reports

We have added the accounting term to payable accounts value and aging reports.
We have added the accounting term and service charge rate to receivable accounts value and aging reports.
There is a new drill-down report for inventory activity from inventory listing and also a inventory summary listing drill-down that shows all inventory activity.
We have added a new column for number of contacts and number of contacts returned to the CRM Returns summary report for post card and email. Also, we adjusted % returned to reflect % of contacts returned.

Protractor Embedded Browser

Since Mitchell ProDemand now supports fully the latest browser, embedded browser launched by Protractor is now set to use the latest browser version.

Bug Fixes

Fixes are now in place for the issues below.

Sometimes a crash would occur when right-clicking on the work order flags editor on the work in progress summary area.
There was a problem with margin matrix rules in which the manufacturer and description was not working if parts had been copied from the catalog.
Previously, when reassigning a counter sale, the contact search was not displaying the special Customer node correctly.
When starting a work order or an estimate from a template, all labor lines from the template that have a labor rate of "None" did not automatically set to the first/default labor rate.
When reassigning a work order or an estimate to another contact, the contact locked labor rate / material rate was not being applied.

Version 1.0.16.20020 – Sunday October 2, 2016

Resource Booking

There is a new setup feature for setting up Resources, which are useful for defining bays, special tools, equipment, or any other additional resources that might be necessary to call out on a work order.
There is a new Resource tab in the work order Prioritization feature to manage booking of available resources.
You can also book resources from the work order editor.

Work Order Flags

Work order flags now appear the in work-in-progress tree pane.
Work order flags can be changed on the work-in-progress summary area.
Work order flags appear in the work-in-progress technician view.
Work order flags also appear in work order editor technician view.
Work order flags can now be changed in an Appointment.
If no work order have been defined, then the work order flag assignment area is hidden.
Work order flags appear on the Scheduler as a solid bullet, if the number of days shown is 3 or less.
There is now another advanced option in the Work Order document to print work order flags.
There has been an Improvement to the work order flag editor so that the editor disappears more smoothly when user clicks away.

Prioritization

There have been some calculation fixes for work order prioritization.
To better present the work load display, the active work hours have been changed to show the time from the present until the end of all employee schedules.

Wholegoods Template

There have been some user interface improvements to wholegoods template.
Now, there are only two editor options for the wholegoods template, the Work Order Wizard and the Work Order Editor.
Beginning a wholegoods work order using Work Order Wizard will include an extra step prior to the contact / service item to search for inventory item.
Beginning a wholegoods work order using Work Order Editor will prompt the user to search for an inventory item if an inventory item is not specified by the template.
In both cases above, the user can continue by specifying that they are not choosing an inventory item (they can specify an inventory item later using the work order editor).
The invoice posting process will ensure that the wholegoods work order can only be posted if an inventory item has been properly specified.

There is now an ability to search by line code plus a part number for a supplier that uses NAPA (Not Punchout), CARQUEST, or any supplier that currently uses ePartExpert as catalog.
You can now click on the icon in front of the URL on the contact editor to launch to web pages or send an email.
An online order for stores in an enterprise will now have a Network setting, to permit the setup of a list of stores in the network and also list the quantity in the Network column.
There is a new Messaging tool that will appear for every user that use the online order feature. The user can define messaging groups, which can then be setup in the online order so that messaging alerts will appear when a new order comes in.
The credit card payment amount can now be negative, which is useful for correcting previous payment amounts.
Minor user interface tweaks:

When double-clicking on the month view of the Scheduler, the default chosen time range will be the date selected and the time set to the present time.
If the work order has no service advisor or technician assignment, a warning appears in the work order information pane.
If the work order has a service advisor or technician assignment, but a line on the work order does not have service advisor / technician assignment, the line item will be highlighted and a tooltip warning will appear.
The Date drop-down will open for user input when the popup window appears for the following: Receivable Quick Payment, Payable Quick Payment, Cash Payout, bank account withdrawals, bank account transfers, bank account adjustments, and credit card payments.

Reports:

The CRM report no longer categorizes the email and/or post card as a Thank You, unless there has only been a Thank You sent during the period. Instead we now use the first none Thank You contact type to categorize the contact.
The Customer Loyalty Report now places the customer's last invoice location in the period as the location ID (instead of the owner location), so that the contact is tracked a bit better in terms of the invoice that triggered the contact to be in a particular category.
There is a new Customer Loyalty (Enterprise By Location) report that essentially functions as an pure collection of customer loyalty report that runs at each location (instead of enterprise wide statistics).

Bug Fixes

Fixes are now in place for the issues below.

The correct labor rate now appears when adding a new labor line in the work order / estimate editor.
Empty invoices are no longer part of the count in the Sales Comparison (Enterprise) report.
Crashes no longer happen when saving catalog changes if ePartExpert catalog country setting has not been selected.
Batch update inventory pricing at the location for price levels created at the location is now working.
After deleting margin matrix and/or margin matrix rules and re-import these items, they now appear correctly.
The interval appears even if none of the intervals are larger than 0 on the reminder item screen.
Now, a wholegoods invoice cannot be posted if the wholegoods quantity is 0 and the inventory item has no quantity in stock.

Version 1.0.16.19120 – Sunday September 11, 2016

We now include a new Work Order Flag feature, for applying color-coded indicators to work orders. The user can define a Name and Description, choose a Foreground and Background color and assign a single letter Code. These flags can have various uses, including a customer "Waiter" status (as shown in the figure below), "Need a Ride" or "Waiting for parts". After configuring these flags, the user can change work order flags to indicate a status change. Flags can be set in a particular order, and then re-ordered as necessary (by dragging and dropping).

Mouse over the flag to see a tooltip the flag name and description.

To check a box for another flag, click on the flag area–either in the work order editor or in the work order prioritization. See the figures below.

Below we see a view of the flag popup in the Prioritization window.

There is a new Wholegoods template.
A work order will now display a color on each field when there is a warning that relates to the value in that field. For example, a pricing warning will cause the Pricing field to appear in a highlight color; a quantity warning will cause the quantity field to appear in a different color.
A zero value for hour labor lines are now permitted, and zero values here will not generate a warning. (Previously, zero hour labor lines were only permissible a Concern or Inspection or if the service was sold as fixed total).
Click the defered works link in the right pane to view multiple deferred work items that are rolled together. The individual work items will now appear as items beneath a category folder. See the figures below.

First, click the link:

The category expands to reveal the work items:

When searching for Wholegoods inventory, a user can now add a new inventory item or edit an existing inventory item–directly in the popup.
To reduce click mistakes, there is now a bit more space between the contact / service item information and the new [ Reassign… ] link.
The core charge now prints on any work order document, even if document has been set to hide print pricing. Though a core charge will always print, no core pricing will be appear on a printed work order.
In Advanced Options, there is a new Work Order print document setting that can enable printing of the VIN barcode.

NOTE: Whether the VIN barcode works for you is dependent on the capabilities of your scanner. The bar code is tested on iOS and Android based scanner that uses cameras. Old laser scanners might not work.

Prioritization now displays a holdover with the full work order information.
Inventory search now launches with the last used sorting order.
When editing the supplier setting on the contact editor, the user will get a prompt to setup the payable account if there is no payable account setup for the supplier.

Bug Fixes

Fixes are now in place for the issues below. We also deployed an incremental update on September 13 that includes a few more bug fixes that were found in the September 11 update.

When converting an appointment to a work order using a template and the appointment is assigned to a specific technician, the service packages that appear on the work order template will now be correctly assigned to that technician.
Holdover is now removed from prioritization when the work order is marked as completed or posted as invoice.
The prioritization drop indicator no longer disappears as you drag the technician across.
The day header in the Scheduler now displays correctly when resizing the application.
There is now a manual round-off for the decimal points on purchase documents, which is optional for reducing the midpoint rounding difference between the system and the Shop Manager client.
Sometimes, the header was incorrect when adding a new column to the report. For example, the newly added External Fill / External Report column might appear above some columns. We have applied a application-wide fix that will not display these new columns on a user-saved report layout. These headers will now appear correctly.
Fixed a display issue that was occurring during the opening of an account and double-clicking on the scroll bar of a balance sheet or income statement.
Fixed an issue in which enterprise payable operations were not down-streaming to the location server due to a location server ledger locking setting.
Fixed an issue in which an enterprise would remove a labor rate code but the same labor rate code is was not removed from the location.

Version 1.0.16.19110 – Sunday August 21, 2016

On the right of the Work Order Summary, there's a new [ Reassign… ] feature on both the Contact and Service Item (Vehicle). The user can click this link to open a popup window and perform a reassignment of the contact and/or service item.
When reassigning on work order or estimate using the new feature we describe above, the current contact / service item is automatically chosen and shown first. This is to provide a point of reference, from which the user can then search for the desired contact / service item.
A user can now perform an entire invoice reversal for Wholegoods invoice, if there have been no modifications to the inventory batch. If any adjustment has been made to the inventory batch, then wholegoods invoice cannot be reversed and the user must make a manual adjustment to the batch.

Wholegoods invoice and Wholegoods credit invoice information is now shown on the inventory material history. To see the invoice / credit invoice, the user can double-click or use Invoice / Credit Invoice button.
Scheduler now displays the appointment information as the header for the day. (Previously, the information would appear in a tooltip popup when mousing over the header for the day.)
After a new inventory material is created–or an old inventory material is saved–the user will get a prompt to enter a sell price if the sell price is not defined.
Reports:

Fixed an issue with the External Filled and External Report columns, in which an inspection without any inspection lines was reporting as filled.
Added the External Fill and External Report columns to the Invoice Summary and Invoice Summary Enterprise reports.

The Ledger transaction export now supports the CSV file format.

Bug Fixes

Fixes are now in place for the following issues:

When launching the catalog from the material line editor and multiple items are chosen, multiple results now return to the work order.
Renamed the workflow stage on the Work Order editor to "Status" so that it is more consistent with Update Status.
Work assigned hours now calculates correctly if there is a holdover associated with it.
Time clock icon appears correctly on prioritization technician view if the user clocks into the work order.
Holdovers now disappear from the technician prioritization if the work order is saved as Work Completed.
Printer tray selection now works on the invoice posting popup window.
Printer try selection now works in the check printing feature.

Version 1.0.16.17240 – Sunday July 24, 2016

There are a number of enhancements to the Wholegoods feature for automatically updating inventory, including:

The new registry account, "Wholegoods other charge income", needs to be mapped in Setup > Location Setup > Ledger Settings.
Old "Wholegoods" mapping has been removed, since the inventory value will now updated automatically.
When setting the Type to wholegoods, the user can now search for an inventory item and specify a quantity. (For used car, this quantity should be 0; for manufacturing, the quantity will be the quantity of the result items).
The wholegoods type and the associated inventory and quantity will appear in the work order information section.
The impact to inventory by a wholegoods invoice will be evident when posting any wholegoods inventory.
When posting is complete and the wholegoods quantity is zero, then the inventory automatically recounts down to 0 and again recounts up to the quantity, and also the invoice value is added to the total cost.
When posting and the wholegoods quantity is not zero, the inventory is recounted up to the specified quantity and the invoice value will be the cost.
An invoice posting ledger transaction now completely covers the entire transaction, including the increment in inventory value.
For existing wholegoods work orders, the user simply needs to click on the wholegoods type and specify the inventory to complete the posting.

The workflow stage of a work order now appears in the work order information area, and can be changed without needing to close the work order.
A service package will now prompt the user if the length is too long and will prevent the entry of text that exceeds the maximum length. A watermark also appears in the background when there is no text value, to help the user discern which field is the title and which field is the description.
The Scheduler now displays the appointment count and availability hour information on the week and day view–when user mouse over the day header or the all-day event area. The information appears as a small rectangular tooltip.
There is a new type of contact attribute known as List, in which a user can enter a list of items that can be chosen from the list. The user can also choose from another list to set the value.

The user enters one item per line to construct the list.
Adding an item of "*" without the quotes will permit free-form text entry, as well as the ability to select the rest of the item from the list.
Adding an item of "_" (underscore) will include a "< None >" item–which has a blank value.

When creating a new ledger transaction or new bill, the Date no longer defaults to today's date.

The date combo will automatically drop and the user must choose/enter a date.
When creating a new entry and tabbing through to the grid, the first line will automatically appear and the account list will appear in its drop-down.

When associating the first contact to a receivable account, the contact address and email address is automatically set as the statement address and/or statement email.
There is a new Export tool for the General Ledger, which gives the user the ability to specify a setting to export the entire ledger to a single Excel file for a specific date range:

The accounts can be exported in full detail or in summary. Also, the user can choose not to export the accounts.
The account settings are saved for the user and will be available to that user at the time of the next export.

The ledger account drop-down list in various pop-up windows now contains as many as 15 items. For a new bill, the account list may contain as many as 20 items.
The profit center is now available in the Line Item Sales by Contact and the corresponding enterprise report.
There is now an option for External Fill / External Report , which indicates that the report is filled externally (such as AutoServe1) and/or an external report is sent on Service Package Sales report.
AutoServe1 now has these features:

The appointment closing is sent to AutoServe1 when the appointment is deleted.
There is new processing logic for how phone numbers are exported to AS1 and how phone numbers are updated.
There will be no more saving of blank phone number or URL values (to reduce blank fields).
There is a new parameter for the AutoServe1 template, in which the user can specify not to have contact and/or service item updated by AutoServe1.

A vehicle unit # can now be used in the CRM, using the merge variable @@Vehicle_Unit@@.

Bug Fixes

Fixes are now in place for the following issues:

The user can now email invoices and credit invoices if they are opened at a different locations.
Performing a save in the technician work order editor will also refresh the technician work-in-progress view.
AutoServe1 appointment will now close when deleting an appointment from the database.

Version 1.0.16.16519 – Sunday July 10, 2016

Users can now drag-and-drop to arrange the order of technicians on the prioritization screen. This order is saved for that user and restores this ordering if the prioritization for that user upon reopening. There is now a Reset Layout that will restore the default technician ordering.
The technician work-in-progress feature now displays a workflow icon.
The technician work-in-progress feature also has an Update Status button that changes the workflow stage without opening the work order.
If a vehicle has a valid VIN but not a valid vehicle specification, then a warning icon and message will appear on the work order wizard–and in any work order editor–to prompt the user to decode the VIN.
There is now additional support for the WHI catalog situation in which some of the part search results might not contain price or availability. The user can now click the Check Availability button to check for pricing and availability on such parts. Note that WHI controls which parts will contain pricing and availability and which parts will require the user to click on the Check Availability button.
There is now a Date Format option for a cheque date.
The payroll slip and the payroll check stub now use the date format of the operating system.
The ledger transaction feature now displays as many as 20 accounts in the drop-down list.
For both the balance sheet and the income statement, a check box is now available to show a comparison of the current period with the previous year.
There are new Enterprise catalog settings for ACES and ePartExpert.
Added a new User report: Service Package Sales by Service Advisor / Technician.
Report with group-by will now export to Excel with the exact same expanded/collapsed state as shown in the on-screen report grid. For example, if a group-by is expanded on the report, it will export to Excel as expanded. If a group is collapsed, it will export as collapsed.

Bug Fixes

Fixes are now in place for the following issues:

Sometimes, the payroll liability transaction display and tax line transaction display was not showing the information text properly.
The Journal window launched from Balance Sheet was not using the fiscal year as the date range.
When adding lookup criteria to a service package template, the correct list did not appear.
Sometimes, enterprise payable / receivable accounts did not correctly synchronize.

Version 1.0.16.16519 – Sunday June 19, 2016

Wholegoods is now a licensed feature, which means that a customer send a request to Support to enable this feature.
When converting an appointment to a work order, Shop Manager now preserves the original schedule time for the appointment as follows:

If the scheduled time is today or earlier and a technician has been assigned, the work order will automatically be set to Inspection In Progress.
If the scheduled time is today or earlier–but a technician is NOT assigned–the work order will automatically be set to Vehicle On Site.
If the scheduled time is tomorrow or later, the work order remains in Schedule Work.

Tire fitment is now accessible on the vehicle editor.
Shop Manager now includes these AutoServe1 enhancements:

The system will now send the promised time to AS1.
Updated logic on vehicle in shop and closed flag for the inspection. The inspection can only be closed if the work order is deleted, saved as completed, or posted as invoice.

Bug Fixes

Fixes are now in place for the following issues:

The contact name now appears on bank account transactions (for transaction that have a corresponding contact).
ProDemand now appears on the context menu for the estimate editor.

Version 1.0.16.16120 – Sunday June 12, 2016

We now have initial support for the Wholegoods feature:

In the Ledger settings, there are a few Wholegoods accounts that need to be mapped if the user wants to use the Wholegoods feature. This includes the following accounts: Wholegoods Labor, Wholegoods Material, Wholegoods Sublet Sale, and Wholegoods–which can be an asset account or an expense account.
A work order now displays a Type field in the right information panel. There, you can check a box to indicate that this is a wholegoods work order.
A wholegoods work order posts to different accounts and also increases the wholegoods account.
The Wholegoods account can be mapped as an expense account to say Inventory Recount Expense. The result will be such that when the user recounts the inventory material and inputs a new value, the amount will automatically be offset by reducing the amount of necessary manual ledger entry.
Fluid capacities and vehicle specification are now accessible on the vehicle editor.

ProDemand is now accessible in an Estimate.
You can now post an invoice for service items (not vehicles) with 0 usage. Zero usage appears with a warning color on an invoice posting but does not prevent posting. However, a zero (0) odometer for vehicles will continue to show as an error warning color and cannot be posted.
Full contact details now appear on the Taxable Sales Summary Report.

Bug Fixes

Fixes are now in place for the following issues:

The CARFAX VIN decoder was not appearing.
Work hours remaining was incorrect.
Appointments were not being sent to AS1.
The purchase document column width has been adjusted such that the total column, purchase order quantity column, and supplier invoice quantity column are a bit wider.
After a batch update, the price shown in Enterprise > Setup, Setup > Location Setup, and Utilities > Inventory was not showing the correct value.
Previously, the user could not delete inspection lines from an enterprise inspection template.
Deploy "??? - (User)" reports on dashboard to user was previously showing the result for the user who created the report, rather than the user who is running the report.
The enterprise consolidated financial statement now permits a sort by the location short name.
The user was previously unable to delete inspection lines off inspection editor–for both enterprise and location.

Version 1.0.16.15220 – Sunday May 22, 2016

Changes:

The catalog setting no longer requires a default catalog ID. The user can simply select Canada or USA as the catalog type. Existing users should have their setting migrated during the upgrade. If the setting does not migrate, go to Setup > Catalog Settings and ensure that all inputs are valid and Save to commit your changes. Log out, then login again on all clients and the new setting should active.
Expanded the warning for the line code field when the line code is populated but Part Number field is blank. Now the warning covers the following pop-ups:

Purchase order, purchase order line
Supplier invoice, supplier invoice line
Consignment slip, consignment slip line
Work order material line
Estimate material line

The Payroll Entry Hour (Quantity) column now supports up to 4-decimal entry. You can use this for percentage entries with 4 decimals, which means that you can effectively input 2 decimal percentage values (1% = 0.01).
Added a Tax 1 and Tax 2 parameter and column to the Sales Summary Enterprise report.

Bug Fixes

Fixes are now in place for the following issues:

Invoice posting wizard now updates the Next button while you are modifying the odometer. It's no longer necessary to tab out of that field.
Invoice posting wizard now permits the user to click Next, and also will prompt the user if no note is entered for the appointment.
Invoice posting wizard will only automatically check the book appointment check box when the wizard is launched. If the odometer reading is changed, then only appointment text will be updated.
Print capability is now available to a printer that does not have a tray (such as Microsoft Print-to-PDF).
The balance sheet now prints headers such as Asset, Liability, and Equity.
Default appointment duration can now be set to 0, which effectively disables automatic appointment scheduling for service items that don't have reminder items.
Fixed crashing behavior when collapsing the Scheduled section on the Work Order Prioritization.
Fixed the incorrect description for payments in the bank account feature.
Fixed the cause of the error of listing inactive accounts in Tax Adjustment when performing adjustments.

Version 1.0.16.14170 - Sunday May 8, 2016

Changes:

Initial support of creating holdovers for work orders:

You can create holdovers on the Prioritization or Scheduler form.
Holdovers look almost like an appointment so that you can manage hours that spills from work orders from previous days.
Holdovers automatically deduct hours to be worked on prioritization for the original work order.

During invoice posting, we now show that a service item / vehicle does not have any reminder item. The user can now edit the reminder item at that point and it will automatically update the automatically generated appointment text.
A new setting that permits the appointment to be scheduled without the need for any reminder item. On the Setup | Location Settings | Work Order tab, there's now a default appointment to __ days / months input field. This value is defaulted to 3 months, and can be turned off by setting it to 0. This permits an appointment to be scheduled even when there is no reminder items.
Appointment creation during the invoice wizard will now automatically skip holidays and days shops are closed when suggesting the next appointment date.
A new setting is available for a default interval such as (3 months) to schedule the next appointment.
A new tool is available on the Utility tab of the Work Order editor for making a chosen work order service package into a template.
Tax exemption is now working on credit slips. For reverse selected invoice lines, the credit slip will use one or more tax exemptions that are on the original invoice. For a general credit, the credit slip will use the tax exemption(s) for the current contact.
Supplier connection web link enhancement to support different stores.
Inventory search now has a check box under the Display Price Level to show on order quantities. The check box will be unchecked every time a new search is performed, but can be checked after the search to show on order quantities for the current search result.
On completion of the inventory reorder wizard, the newly created / updated purchase order is now opened so that the user can confirm what's on the purchase order and can send the purchase order immediately.
Added a warning red back color for part number field where the line code is populated but part number field is not.
When an inventory material is set to lock to enterprise, you can now edit location-defined price levels. Enterprise defined sell prices will take effect on price levels defined at the enterprise. Location defined sell price will take effect on price levels defined at the location. Cost/MSRP information will still all come from enterprise since there should be only one cost/MSRP and that should come from enterprise to make sure the pricing is consistent.
Bank account improvements

Added a prompt for the user to indicate if a transaction is a check or a direct (electronic) transaction.
There is a new field in for a bank account transaction for user to keep track of their own reference numbers. This is so that the user can enter an electronic confirmation or reference number for those direct transactions that's not a check.
Bank account transaction clear column is now movable and the current layout will be saved.
Added a dedicated check # column in reconciliation screen.

On Setup | Inventory, added the Quantity field which is defaulted to 0. Now, the user can search within the setup for inventory with at least X in stock.
Reports:

Added Sales Mix %, Labor, and sublet gross profit % to the enterprise vital sign to match that of location vital sign.
Added Service Package Code to a few reports with data on service package.

Added the ability to set a location within an enterprise to upstream contact / invoice for reporting purposes, but does not have the ability to lookup contact / invoice or other shared data from other locations. This can be useful to create loosely-coupled franchise locations, in which centralized reporting is desired but each shop would remain as independent as possible. Set the location on the location setting on the enterprise. General tab. "This location can look up data from other location(s) within the enterprise" check box.

Bug Fixes:

If user did not select more than at least a single time slot, the default appointment duration was used when creating an appointment.
Appointment was showing with the wrong durations on the day / week view.
When creating an appointment on scheduler day view with an existing appointment selected, the appointment time was set to 0001-01-01.
User logged on the enterprise connection should be able to move / merge service item from/to any location.
Prioritization showing gaps when total work listed was going past the display date.
Reset parameter in Returned Item is now set supplier to <All> like the rest of the areas in Purchases.

Changed the <All> service category in inventory material and service package templates in Setup. Now, they can be found on top of the rest of the list, for easier selection and better consistency with the application.
Fixed the issue in which inventory pricing was not appearing correctly on the service package template editor (if the cost / msrp had been updated in the same day).
Sometimes, the work order editor was not displaying the correct duration.
Post invoice wizard should use the monthly summary to pick appointment date when the location is set to use monthly summary.
When the work order right side information panel is collapsed, sometimes the information popup will not display and force application into an loop.
Adding an interval service onto an estimate that had no vehicle assignment was not working.
Sometimes, the AConneX order was failing because there was a wrong node name in the request.
The database import utility was able to include a deleted contact as an employee, technician, service advisor, or supplier.
The database import utility was not importing phone number and emails using the original legacy ID. This causes duplicated phone / email for enterprise contacts in an enterprise.

Version 1.0.16.14170 - Sunday April 17, 2016

Changes:

Prioritization view
- Made the duration more consistent everywhere that duration is displayed.
- Service package template duration is now used / displayed if there is at least one labor line in the service package that still requires catalog lookup and the sum of the labor hours is less than the service package template duration.
- Remove the vertical scroll bar in prioritization to prevent scrolling error when clicking in the body of the screen.
Added the ability to withdraw from bank accounts to cash drawer from Banking screen.
Added the ability to add adjustments while performing bank account reconciliation without the need to exit the reconciliation process.
Added time to most of the bank account transactions so that the transaction is not automatically recorded at the 12:00am.
Reminder's Anniversary type has been updated to allow for a fixed date type which will allow for both yearly anniversary (when the interval is 1) as well as fixed date per # of year type (such as April 17th every 3 years)
Purchase Order
- Show back ordered lines on a purchase order using the warning color (Yellow).
- Show any line that's cancelled (receive 0 and back order 0) using the error color (Red).
- Allow purchase order lines to be deleted on placed purchase orders.
- Show Michelin BIB status messages on check availability dialog.
- Do not mark the purchase order as placed if not a single line is ordered successfully
New Michelin BIB supplier connection allows for online order directly from purchase order screen.
New Touchette / DT Tire supplier connection type.
Receivable
- Removed automatic application upon posting work order of the credit amount when the receivable account is in a credit position.
- Added receivable account information on an estimate information panel.
- Provided the ability to include work order number and / or purchase order number on the receivable display and receivable statement (found in SETUP > LOCATION SETTINGS > RECEIVABLE)
Inventory transfer registry account can now be mapped to an Asset account (SETUP > LEDGER SETTINGS)
Report
- When the report navigation panel is collapsed the type of report is now displayed on the top of the flyout (ie. Common, My reports, All reports)
- When the report navigation panel is collapsed the user can now click on the report group button to expand the report list flyout.
- When saving a report layout, the date parameter shouldn't be saved if it's set to today. This way it can always be defaulted to the current day when the report is launched.
- When populating report parameter value, make sure any date parameter doesn't contain time component. This causes the report value to be incorrect even though it appears so based on the date range.
Web Service integration
- New API available to read a list of invoices and their full content within a particular date range.
- New API available to read sales summary by service category.

Bug Fixes:

Fix error when undoing batch purges.
Scheduler is showing appointments at the beginning of the day on day/week view.
Tire supplier catalog is applying search results to the work order displays two inventory selections when only one inventory item is available in inventory.
When reassigning the estimate to a contact / vehicle the summary information is not displayed.
When reassigning the estimate to the "Customer" contact, the contact group should disappear, leaving only the Contact / Service item text field.
Address performance issue on the server when clock on / clock off to time clock.

Version 1.0.16.14030 - Sunday April 3, 2016

Changes:

On the catalog lookup result for tire supplier the number of lines with inventory is now displayed on the manufacturer header so that the user is aware that there is inventory available without having to expand the manufacturer list to see it.
Added the workflow stage / document type to display all document types on the summary panel of the Work in Progress screen.
Added view buttons on the Work in Progress, Prioritization and Scheduler to easily and quickly switch between the 3 different views.
Display the account receivable limit, balance and amount available on the work order editor side panel.
- The account information will display in red to indicate if the receivable account limit is exceeded and green if the user has available limit balance. A yellow flag indicates if the current work order total exceeds current amount available on the account.
Deposit
- Automatically select the method of payment based on the earliest deposit made.
- When using a check to release funds, the user is prompted with selecting a bank account and can write a manual check.
- Display method of payment on the deposit receipt and on the screen.
Prioritization
- Updated the tooltip so that the workflow stage is displayed (ie. "inspection in progress").
- Updated the tooltip for the technician header so that the abbreviations are listed in full text.
- Added the ability to expand / collapse unassigned / scheduled work
Save the "To be printed" on a per bank account basis when a new check is created so that it defaults to last used setting for every bank account.
Display the payment receipt number in the document # column on the receivable account in accounting tab.
No longer displaying the text "amount not applied" on the payment receipt if it's a receivable quick payment and the payment is not applied against any invoice. Wording now displays as "Amount remaining to be applied" when the payment is applied against invoices but has left over credits unapplied.
Added the ability to edit inventory right on the re-order step of the inventory re-order wizard. The re-order quantity will be recalculated as the user edits the high/low order on the screen.
Supplier online connection types are now ordered alphabetically.
Inventory transfers section in the Purchases module is now split out into two items: Outgoing requests and incoming requests. All actions associated with each type of request can be completed under the given heading.
Report
- If the report list is collapsed, when you first open the report form it will show the report list fly out automatically
- The report list will fly out automatically when you switch between Common, My Reports and all Reports when the report list is collapsed.
- Added an option "Include Tax Exemption" to the Taxable Sales Summary so that the user can control if tax exempted invoices are taxable at 0 or non-taxable. Also added tax exemption columns to indicate if the tax is exempted.
AutoServe1 Integration
- Defaulted some values for AutoServe1 template
- Do not send the vehicle's mileage to AutoServe1 when updating the vehicle. The vehicle update on AutoServe1 is incorrect.
- Close any inspection that is deferred on the work order.
- Allow active work orders to be updated with in / out usage.
- Allow inspection results to be saved to appointments and keep the inspection result when the appointment is converted to a work order.

Bug Fixes:

Monthly summary date picker for appointment fails if the user erases the full date.
Right-side summary on the work order editor sometimes is not automatically sized correctly.
When two service packages on the work order belong to different technicians the time clock icon is displaying for both technicians on the prioritization screen even though only one tech is clocked on to that work order.
Scheduled work order is unable to be prioritized by technician on future days.
Unassigned and scheduled work are not sorted on prioritization by appointment time.
Payable Detail Listing is showing under multiple folders in Common Reports.
Document template dialog's drop-down now re-sized to fit the length of the template name.
Invoice listing's date column is made slightly wider to accommodate longer french date displays.

Version 1.0.16.13130 - Sunday March 13, 2016

Changes:

Add the ability to adjust workflow stages on the work in progress as well as prioritization screen.
Work Order Prioritization
- Add the ability to switch to future days to manage prioritization for future appointments.
- Show Unassigned work first and then scheduled work/appointments in a separate row in the unassigned/scheduled list.
- Display the workflow stage icons on the prioritization.
- If a technician is currently logged on a work order the prioritization screen will display the clock icon below the workflow stage to indicate such.
- Promised time now shows the date if the promised time is different than today.
If there is more than one reminder item associated with a vehicle, the user will be prompted if they want to add more reminder items to the work order.
Work order deposit slip that is printed has been adjusted so that only a single amount column on screen or on print out is displayed. Deposit release also is automatically handled using a FIFO queue so that the user only has to specify the amount to release and the program automatically releases the deposit accordingly.
Search for payee on the invoice post wizard will now have the work order's contact pre-populated by default.
When editing an accounting term, the program now prompts the user if they want to apply the accounting term settings to existing accounts with the same accounting term. If the user specifies "Yes" then the accounting terms will be updated automatically.
Save the last used view for the scheduler, prioritization, report and restore to last used view when relaunched.
Ability to see creation time, last modified time, last modified by on ledger transaction journal screen.
Ability to see creation time, last modified time, last modified by on the ledger transaction screen.
New online supplier connection type: Web Link
Reports:
- Added new Inventory Cost Historical report to show inventory cost on past dates.
- Added the definition column to inventory reports.
- Added new Deposit Listing report displaying all the current deposits on hand.
- Material sales report now includes Credit Invoices as negative counts.
- Default contact category to < All> on the loyalty reports.
- Added on work order and Available for Inventory Listing Report.

Bug Fixes:

Click Load More on the All Locations tab of the invoice list on contact / service item doesn't work
Invoices listed on the credit slip wizard are not sorting correctly.
Work hours remaining do not agree with items listed on prioritization.
Work prioritization should show work orders scheduled for today in the unassigned / scheduled list.
When an appointment that's already assigned to a technician is converted to a work order, any service packages added should automatically be assigned to the default technician.
Deleted service package templates cause crash when editing Quick Picks.
Duplicate an inspection now also duplicates the Quick Picks.
Import inventory into enterprise should not send inventory downstream to locations unless the location is set to synchronize the inventory.
When adding cost / MSRP using batch update from a file, if the core column is not specified, it should be defaulted to current value.
Crash when batch recounting inventory quantity using a CSV file.
Dashboard is not printing group by row summary if the group by row is not expanded.
Technician Summary (Enterprise) report is not showing any Labor Hours value.
Technician Summary (Enterprise) report does not execute.
Service Advisor Summary (Enterprise) report does not execute.

Version 1.0.16.12280 - Sunday February 28, 2016

Changes:

The Scheduler now has a monthly view. The user can "double-click" days into weekly view and then into daily view. The user can also schedule appointments right off the monthly view.
The Scheduler is now a tab, so that it can remain open at all times for faster referencing.
Added the ability to edit what reminder a service package triggers from within the service package template editor
- On the service package template editor there's a new Triggers tab. Adding reminders here is equivalent of adding the service package being edited to the triggers tab of the reminder item.
Catalog lookup information is now preserved for estimate. Once converted to a work order, The user can use the purchases tab to order those items that were previously looked up on estimate.
Reports
- Add Creation Time to the Deleted Work Order Summary.
- Changed the tooltip delay to 1 minutes so that user can read the report description better.

Bug Fixes:

Click Load More on the All Locations tab of the invoice list on contact / service item doesn't work
Service package sales should show labor hours on credit invoice as negative.
Estimate editor now has the same technician context menu on service package and line as work order editor.
No work assigned block between work order and appointments should show even if technician has no work hours defined.
Prioritization should show technician's File As if display name is blank.
Prioritization working hours left is not calculating correctly if current time is before employee's work start time.
Only update rank and URL when inspection results are being updated so that existing formats on title and description are not lost.
Make all labor hours columns in reports consistent as "Labor Hours Billed"
Do not list calculated columns in the operand list on the calculated column editor due to possible column dependencies.
Start date alternate shouldn't be printed on the report as a parameter.

Version 1.0.16.11310 - Sunday February 14, 2016

Changes:

There's a new "View Transactions" tool for both tax summary and payroll liability summary that displays the transactions that make up the amount reported. Double-clicking on a tax line or a payroll liability also shows the same summary.
Estimate now shows exact same cost analysis for both labor and parts as work order.
Time Clock changes:
- Attendance is now listed as the first active entry on the time clock dialog so that it is more obvious to the user.
- Will now clock out everything the user currently has active if the user clocks out Attendance.
- Automatic clock out of attendance will also clock out everything else that's currently clocked in.
- Whether automatic clock out is required is now checked on every time clock action.
- More logic was added to automatic clock out feature so that there are less chances of the user not clocking out of attendance.
AutoServe1 enhancements
- Added several parameter to AutoServe1 template to allow quick setup.
- AutoServe1 now has a parameter to send the work order notes to AutoServe1.
AutoServe1 integration now has a parameter not to send the Services (only send Concerns and Inspections) to AutoServe1.

Bug Fixes:

On Estimate editor, looked up item using catalog and choose to use an existing inventory doesn't copy part description.
On advanced technician / service advisor reassign, if the user chooses to reassign all lines of the work order, even if the technician / service advisor is the same as the current work order technician / service advisor, the remaining lines should still all be reassigned to the same technician / service advisor.
When the vehicle has an "&" in the full description text, it doesn't display correctly on a few dialog boxes.
Warranty claim print crashes if the warranty is reversed through a credit invoice.
Parsing string should be done using neutral cultural or else it will fail across system of different languages.
Ledger transactions for manual accounts receivable / payable entry doesn't show the correct detail at the enterprise.
Accounts receivable / payable doesn't show the correct balance at the enterprise.
Drill down report for numerous time clock attendance reports is not working.
Loyalty report invoice detail drill down should include $0 invoices.

Version 1.0.16.11310 - Sunday January 31, 2016

Changes:

Added Inspection Line Quick Picks that allow a list of predefined service package templates to be associated with an inspection line.
- Edit quick picks on the Inspection Template editor, Inspection tab in Setup.
- Select any inspection line to edit quick picks. Existing quick picks will show as an icon on the right side and a tooltip shows the list of associated quick picks.
- On the work order, when you click on "Add Service Package" on an inspection line, the quick pick service packages will be shown on top of the service categories.
- The user can still search for service packages and a search result will be shown after the quick picks.
- On inspection lines that do not have quick picks defined, the default is to search based on the inspection line. For inspection lines with quick picks defined, quick picks will be displayed.
The Column chooser for both report and other grids that has column chooser functionality, the user now has two additional buttons for selecting "All" or "None" of the columns.
Report enhancements
- New Payroll Remittance and Tax Remittance reports with drill down to show the detail items that make up the remittance.
- Added summary to all inventory reports.
- Material Sales report now includes credit invoices. The Type field indicates if this is an Invoice or a Credit Invoice.
- Payroll Entry Details, Payroll Summary reports, and drill down reports now include ledger transaction entries.
- Fixed an issue with reports that shows results by daily buckets with a wrong date when reporting on a date that starts with a DST switch over day.
Dashboard
- Show the group by bar on the widget configuration for dashboard.
Time clock will automatically clock the user back onto attendance when the user clocks onto a work order or a labor line.
Enterprise import / export now also has the ability to choose which other charge / tax to import / export.

Bug Fixes:

Fixed a problem where undo last bank reconcile might undo the wrong reconciliation causing the bank account total not to agree with the ledger account. To fix this situation, the user can undo the last bank reconcile again until they go past the incorrect entry. By then the bank account total will agree with the ledger account. Then they can redo reconciliations as necessary.
Fixed a problem where posting work orders on an English system with French language settings cause the posting wizard to crash.
Fixed some items of French text on French invoice.
Adjusted the Owing column on Receivable Statement Wizard to fit bigger numbers.
The grid parameter is not passed down into the inventory cost summary's drill down report.
Sometimes setup import fails because there are no service categories.
a work order in the Unassigned stage should be sent to AutoServe1 as vehicle in shop.

Version 1.0.16.11170 - Sunday January 17, 2016

Changes:

When converting an appointment that is not assigned to a particular contact or vehicle, the text in the Contact / Service item field is now automatically merged to the top of the note so that the user can find the contact/service item or create them accordingly when converting to a work order.
Technician prioritization
- A new unassigned section has been created which allows work to be dragged from Unassigned to the technician from the prioritization screen.
- Calculation improvements. The calculation of available hours now factors in more employee work schedule information to schedule work.
- Display hour ranges where the technician is not assigned any work.
Receivable / payable account search result in Accounting area now displays the account balance.
- The accounting term is now moved to the transaction detail side on the bottom right.
Added the ability to print an invoice in French. This is invoice print ONLY. Nearly all of the user interface is still in English. The only items in french are the actual invoice output print document.

Bug Fixes:

Column chooser is crashing on inventory search and inventory reorder screen.
Credit card reconciliation and make a payment is overwriting the cheque number with the reference number when using bank transfer.
Switch supplier invoice to a different supplier is not working if you don't select another supplier invoice from the list.
Margin matrix rule editor is not showing all input fields.
Report layout deployment doesn't work when there are too many users on the system.

Version 1.0.16.11100 - Sunday January 10, 2016

Changes:

Receivable / payable account search result in Accounting area now displays the account balance.
- The accounting term is now moved to the transaction detail side on the bottom right.

Report enhancements:
- Code and size are now available to all material sales reports.
- Added total for all service advisor and technician reports to sum up parts + labor + sublet sales.

The accounting term is now moved to the transaction detail side on the bottom right.
Bank account transactions can now be sorted by the “Clear” checkbox.

Bug Fixes:

The document number (supplier invoice, purchase order, consignment slip) is not displayed when editing an item if there's more than 100 documents on the list.
Work orders that are initiated from templates with technicians already assigned should be saved by default in Inspection In Progress.
Date range fix for scheduler to get all the visible date ranges.
Fixed an issue where an user was unable to convert an appointment / estimate to a work order.
Fixed an issue where network inventory availability was not showing the correct result.
Fixed an issue where in an enterprise service item reminders are not synchronized correctly.
Fixed several reports that were not showing the line description for work order / invoice
Remittance will now show the employer entry as long as there is an amount in the period specified regardless of the liability settings under setup.
The payroll adjustment should use employer mapping when adjustment is set for employer.
Delete an enterprise account did not remove it from the location.
Ledger transaction for posting invoice with deposit shows Invalid reference.

Version 1.0.15.22200 - Sunday December 20, 2015

Changes:

Deleted item recovery now has the ability to search for deleted work orders and recover deleted work orders.
- Deleted work orders are only kept for 30 days on old system and with this undelete feature it is only kept on the system for 3 months. You will not find deleted work orders (other than special circumstances) beyond that.
- Also enhanced the display for service item / vehicle to be cleaner and includes more contact detail.
- Mouse over any deleted item also shows when the item is created, last modified, deleted.
Enhancement to checking existing appointments / work orders to catch more potentially duplicated work orders / appointment.
- If a service item / vehicle is selected then we check if there's past / future appointment / work order against the same service item / vehicle or if there's past / future work order against the vehicle's owner contact only (without a service item / vehicle).
- If only a contact is selected, then we check if there's past / future appointment / work order against the contact regardless of the service item / vehicle.
- This is to help the case where an appointment is created against the contact and then you are start a work order against the vehicle, or other similar situation that wasn't covered before. Appointments created by typing in the contact name / vehicle using free text entry cannot be checked against anything.
Ledger check transaction date and lock transaction date.
- Added new setting in Location Settings | General Ledger
- Check transaction dates so that if a transaction that will impact ledger is dated more than X days into the past or more than Y days into the future, the user is warned. Default is to warn if 90 days into the past and 30 days into the future.
- Added another setting that locks down ledger transactions. This is so that it will prevent any operation that will impact ledger that's dated on or before the set date.
- Both setting can ONLY be changed by someone in one of the system defined Administrators roles.
- Note: Warning setting is there to help user reduce common mistakes like typing the year wrong or typing the month wrong, etc. The locking feature is to help close the book after the fiscal year is done or taxes prepared.
New reports:
- New bank account reconcile report that shows both the bank statement value and the ledger value as well as the difference between the two. New drill down report allowing the user to see the ledger transactions that have been booked by statement date but was not reconciled as part of the statement.
- New tax exemption contact list report listing contacts with tax exemptions as well as the tax exemption details.
- Added total / discount / cost amounts to Time Clock Statistics Extended report.
- Added first invoice to contact list report.
- New Taxable Sales Summary report allow you to enter up to two tax codes and showing subtotal of lines where the tax code is applicable as well as other charge total where the tax code is applicable.
New enterprise setting:
- Added a new Enterprise Settings that's similar to the Location Settings on a location database. This is basically "Location Settings" for the Enterprise database.
- Inventory - Advanced inventory price editing.
- Receivable - Default account settings & vehicle display options.
- Payable - Automatically purge on reconcile.
- Contact - Force marketing source entry.
- General ledger - Warning and lock ledger transaction setting.
- Setup - Splash screen URL.
Active work orders are now being sent and kept on the enterprise server.
There's a new setting in Location Settings | Inventory for enterprise users. User can now choose to display network availability by either In Stock quantity or Available quantity (Available = In stock – On work order).
- When choosing to display the quantity in Available quantity, if available is different from in stock, we will also display in stock quantity on the detailed popup after the available quantity.
- Note this is not going to show the correct amount until all existing work orders are all saved again at the location. So it might take a day or two for it to reflect the actual value as old / existing work orders at the location are either updated or posted.
Enterprise inventory batch update now have the ability to add a pricing for price level for a particular date and delete pricing level with a start date if Advanced inventory price editing is enabled in the Enterprise Settings. This is similar to what is already available at the location if Advanced inventory price editing is turned on.
AutoServe1 integration enhancements:
- Inspection order is not set to be closed unless the work order is in one of the In Progress stage.
- AutoServe1 now can update inspection URL after the invoice is posted.

Bug Fixes:

Fixed a bug using break out editor to edit name of a contact doesn't work.
Showing only first 50 character of notes and ellipse the rest with "..." for work in progress display.
Update work order editor's caption when user changes the contact detail.
Tire fitment selection dialog is too tall for some screen resolution.
Now default the input focus on the material dialog to the quantity field after catalog search or inventory search.
Sublet should not print technician.
Invoice's service category is not set correctly on the line.
Fix browser incompatibility being display on ProDemand / ShopKey Pro when the wrong credential is entered.
Reward calculation might be wrong with work order type of rule.
Fixed a problem where credit slip returning core only is also returning the part cost to returned items.
Combined work order and contact tags should only be saved when invoice is posted.
Inventory pricing's effective date display on the inventory material dialog shows the wrong end date.
Make sure when an inventory activity occurs on a deleted inventory material, the inventory material is then undeleted. This occurs when someone returns item back to inventory after the inventory material is deleted.
Scheduler is not loading the full week if the week splits a month for the first week of the month and the last week of the month on the calendar.
The monthly calendar view for creating appointment is not showing the appointment counts correctly.
Change contra entry's payable transaction to a different payable account fails.
Make sure the check date matches with payable make a payment.
Make sure the check date is disabled when the date should not be allowed to be changed.
Make sure bank account reconcile does not list transactions after the statement date so that user will only pick transactions that's on or before the statement date.
Payroll entry should not default to a ledger account that's set to to be subtotal only.
Payroll entry should remember the last used ledger account for payroll entry for the employee even when user choose not to re-use the last payroll entry value.
Changing end date on balance sheet is not working properly.
Enterprise prepare receivable statement is not showing the correct list / balance.
Enterprise should have workstation settings for email so that statements can be emailed

Version 1.0.15.21290 - Sunday November 29, 2015

Changes:

Contact tag:
- There's now a new type of tag for contacts.
- You can assign tags to a contact on the general page.
- Any tag that's assigned to the contact that matches any work order tag will automatically be included as a work order tag. This will impact anything a work order tag can impact such as other charges, pricing profiles, or reward card calculation.
WHI Catalog Update:
- Updated to use the latest WHI catalog search method.
- Added the ability to group search results by part type or manufacturer. The default is part type.
Bank account reconcile print now shows the list of transactions reconciled with a subtotal as well as a separate list containing transactions that are within the statement date range but not reconciled together with a separate total. The bank account reconciliation report's drill down now also includes transactions that are within the statement range but not reconciled in a separate column so that reconciled transactions can be sub totaled and filtered separately with not reconciled transactions.

Bug fixes:

The account journal opening balance is wrong when the client is using certain time zones.
If user is setup to use Shop Key Pro, the button on the work order editor should be labeled as Shop Key Pro.
Fix the problem with Tax Transaction Summary report not showing any result for enterprise.

Version 1.0.15.21220 - Sunday November 22, 2015

Changes:

New Deleted Item Recovery under the Utility menu. Users with the security to delete the items has security to recover them. The following listed items can be searched upon and recovered:
- Profit Center
- Service Category
- Contact
- Service Item
- Inventory Item
User can now choose which other charge / taxes to export / import so that you can export / import only the other charge / tax that you want and not just all of it.
New enterprise bank account reports that will report on enterprise bank accounts at the enterprise.

Bug fixes:

Option no to automatically clock out for those cases where our improved automatic clock out is still not handling the attendance correctly.
Importing setup using match by name is not working properly.

Version 1.0.15.21010 - Sunday November 1, 2015

Changes:

Enterprise receivable accounts managed by enterprise can now take quick payment at the location.
Ledger account transaction can now make adjustments into receivable and payable account that are managed by enterprise.
Warranty update:
- Pro-rated and tread wear warranty now calculates the customer amount from the sell price and will no longer default to selling at cost.
- The vendor amount will be by default populated to be Cost - Customer Amount, but the user can modify the amount to anything they want. We will display the background in red if the Customer Amount + Vendor Amount != Cost as a warning.
Enhancement to US AutoForce:
- Always showing branch codes when showing availability for US AutoForce.
- Added the ability to select which branch to order from on the order confirmation dialog.
- Added the ability to configure multiple delivery methods by separating the delivery method using comma on the setup dialog.
- Added the ability to choose a delivery method when placing the order.
Added the ability to search by part number to all online tire suppliers that support search by part number (Atlas Tire, US AutoForce, and ATD).

Bug fixes:

Using the enter key after assigned a cost to close the material dialog does not automatically calculate the sell price.
Work order technician form loses user entered content if the user waited for too long.
Work order technician form switches to work in progress after some time interval.
Duplicated report column heading for Material Sales Summary.
Street column not populated on Service Package Line Group Invoice
Delete the work order should send closing work order to AutoServe1

Version 1.0.15.20180 - Sunday October 18, 2015

Changes:

Added ProDemand to technician work order view.
Print all purchase documents using the same order as shown on the screen.
Added the ability to close AutoServe1 inspection when the work order is posted as an invoice or deleted.

Bug Fixes:

Calculated column on report with Boolean type should always use check box.
Catalog settings for ShopKey Pro is not saving credentials correctly.
Fixed security permission when assigning modify permission to some of the concerns, inspections, and services.
When an additional service package is being added to the work order, duplicate checking is not working.
Fixed file manually attached to any emails is deleted upon send.

Version 1.0.15.20040 - Sunday October 4, 2015

Changes:

The work order editor now checks for supplier invoices when removing lines or service packages so that user is prompted immediately if a line or service package cannot be removed due to supplier invoice posted, etc. Prior to this, the user is only prompted when they later save the work order.
Reports:
- Show actual contact / vehicle information when the invoices is posted on the Invoice Summary report.
- Updated columns for the Receivable / Payable aged report to be more accurately describing the aging bucket.
The data cached by the program now refreshed every 30 minutes so that latest configuration data will automatically take effect even without the user logging out and logging back in.
Enabled Mitchell ProDemand. The setup in in Setup | Catalog Settings
- To use Mitchell ProDemand, open any work order and ProDemand button is on the Utility tab.
- Select any service package and launch ProDemand automatically searches for the service package title. Select any line and launch ProDemand automatically searches for the material definition or description.
- Known issue with ProDemand. ProDemand did not include a way for us to terminate the active session when the user or the application closes the ProDemand window. So if you use it enough, you will see the following maximum number of session has been reached window. User will have to then logout existing session, then click cancel. Then launch ProDemand again.

Bug Fixes:

Removed buttons that allow user modify the dashboard if the user does not have Modify security right.
Fixed the case where if a work order document template is set to only print deferred work, the comments are not printed.
Fixed Other Charge rules are not showing up in import wizard.
Purchase order that still has unreceived lines should not be allowed to be updated to Completed status.
After receive, if the receive will generate back order lines, those lines will be shown on the purchase order.
Added the ability to see received lines on the purchase order.
Draw inventory from network search result is not working.
Fixed warranty editing Total Charge crashes.
Warranty now honours the core return status for the material line and not always force core to be not returned.
Inventory transfer request take too long to get to the other location.
Use asynchronous call for AutoServe1 export.

Version 1.0.15.19200 - Sunday September 20, 2015

Changes:

You now have the ability to delete deferred work. Remedy deferred work is to mark an item as having been performed elsewhere. Delete deferred work is for correcting a mistake or to make it so that the deferred work will no longer show up.
The payroll check format has been changed so that the stub now prints the information in two columns with smaller font. This way more deduction items can be included. The grid will provide a cleaner layout.
Credit invoice can now be posted using enterprise bank account.
Receivable / payable aged report are now spreading the buckets evenly. There's a new Future column for Receivable to count all the not yet due amounts.
Ledger account mapping: for those accounts that can be mapped to different account types, you now choose the account type on the first column. Then select the account on the third column. The account will also list with the same types (namely asset accounts will list with all other asset accounts) as you switch types.

Bug Fixes:

Email for credit slip posting now also pops up the email editing dialog so that user can customize the email message.
Fixed reassigning work order from a vehicle to a contact crashing.
Credit slip for selected lines for material lines with core not returned shows the wrong value.

Version 1.0.15.19060 - Sunday September 6, 2015

Changes:

There's now a Default Payee setting on the Payable Account. This is meant for payable accounts with multiple associated contacts. The payment check will be made to that contact.
The email dialog now pops up in the invoice posting wizard after the invoice is posted so that the user can customize the outgoing email message.
Outgoing document now prints using either the company name or the first / last name on the contact record and not File As. File As is meant for filing purposes within the location.
New Sales Summary (Enterprise) report which is mean for any enterprise that wanted a summary of Invoice Summary per location. This report can be drilled down to each location to show basically the invoice summary for that location for the same time period.
You now can map Payment To / From Other Location to an asset account.

Bug Fixes:

Several issue with inventory material network search not showing the proper result.
Delete adjustment on Receivable / Payable account doesn't work.
Receivable / Payable value report sometimes doesn't show the correct value.
Adding a report that has calculated column and row filters to dashboard causes freezing.
Choosing multiple item on catalog launched from Estimate does not work.
Make dashboard print out resizing a bit more consistent.
Switch page orientation from landscape to portrait doesn't always work.
Report columns that are grouped by does not restore to the proper width.
When opening the detail labor line properly on an invoice, the labor line will not showing the correct rate and total if the labor rate has changed since the invoice is posted.

Version 1.0.15.18230 - Sunday August 23, 2015

Changes:

Dashboard can now be printed. The dashboard will always print to fit to one page (landscape or portrait).
- New Deploy dashboard tool in Dashboard. This allow administrator (the user must have one of the administrator roles) to deploy a dashboard to any number of users.
- Users are still restricted by their security settings. So if a user does not have security to run the report they still will not see any data from that widget in Dashboard.
- If the user already has the same Dashboard, the existing dashboard is overwritten. This is done by ID. Meaning if you modify a dashboard deployed by someone, if that dashboard is deployed again, whatever modification you have done will now be overwritten.
There are now two new "Current User" reports - Vital Signs by Service Advisor and Vital Signs by Technician.
When the work order is loaded or when the inventory is drawn, we now try to calculate the actual cost based on the inventory batches to give a better cost estimate and margin based on the quantity and the actual batch rather than purely base on the base cost.
The MSRP from catalog or from the online supplier is now populating the MSRP field on the work order. This field used to be populated by sell price.
You can now specify a specific post date for Supplier Invoice flush wizard.
You can now define other charge royalty profiles at the enterprise. The royalty report also shows the other charges and their rates and totals.
When searching inventory in the network, the cost and prices are now displayed even if there's no stock at the location.

Bug Fixes:

Inventory export crashed when there's a price level code 'Base' or 'Inventory'.
Saved report layout with grouping on calculated column causes report to crash on execute.
When converting from appointment to a work order using a template, the inventory association set on the service package templates are lost.
Inventory material should export in the same order as they are displayed in the grid.
Inventory material search by part number will now return the list of inventory material in the same order as the part number list.
Network search for inventory item is not showing the correct pricing when it is set to lock to enterprise.
Crash on opening work order when there's an exemption for a deleted other charge / tax.
Changes in how receivable / payable transaction descriptions are captured so that we can properly reconstruct the description when it is modified.

Version 1.0.15.18160 - Sunday August 16, 2015

Changes:

New Deploy Layout tool in Report | Layout. This allows an administrator (the user must have one of the administrator roles) to deploy a report layout to any number of users.
- If you saved one report layout you can then deploy this to any number of users that you wish to have it in their My Reports.
- Users are still restricted by their security settings. So if a user does not have security to run the report they still will not see that report in My Reports.
- If there is already a report layout with the same name, the existing report layout is overwritten.
New Payable / Receivable Account Value report that allow you to report on account values on a particular date. This allow you to see the account values in the past as well as get the transactions that makes up that account value on that date.
When using inventory search on the work order, there's a new drop down allowing the user to draw inventory on a new material line. This way the user can add multiple inventory lines to a work order without closing the inventory search dialog.
Deferred work from the entire enterprise is now shown during work order.
- For those that have service package templates at the current location, you can add deferred work from other locations directly.
- For those that do not have service package templates at the current location, you can choose a local service package to remedy the deferred work.
- Deferred work will be remedied in the entire enterprise across all locations that the vehicle has been serviced.

Bug Fixes:

A issue with certain replay layout that have both calculated columns and filtering that prevented the My Report from loading.
Reward card transaction duplication at the enterprise level. This only affects display of invoice and reporting and does not affect the actual reward card upload / processing.

Version 1.0.15.18090 - Sunday August 9, 2015

Changes:

- New posting confirmation dialog for supplier invoice, consignment invoice, bill.
- There's now just one confirmation dialog. Warning of item(s) on active work order for supplier invoice is shown on the same dialog with bold label.
- If the supplier / vendor does not have a payable account setup, you can create one or associate to an existing one right from the dialog.
New check payment method for returned item credit slip and warranty claim posting.
New Report Settings:
- Now you can choose if you want report parameters to print or to default to the print document setting on a per report bases. So Default (square choice) means whatever print document setting is. Otherwise you can force the report parameter to print or not to print on a report by report basis. Save the layout to My Report so that the report will always print that way.
- Now you can scale the report print out by percentage or let the software scale it to automatically fit X pages wide.
New report for currently logged in user.
- There are a bunch of technician, service advisor, time clock reports that's titled "????? (User)". This type of report will only show data for the currently logged in user. This is so that you can grant these type of reports to a technician and they can see their own statistics.
The Return Item Reports now show Source (where the returned item came from) and Status (where did it go). So now you can tell where the returned item is from (work order, inventory, purchase, or found item), and you can tell where it went (marked as lost, moved to inventory).
WHI catalog now shows alternative parts when it is returned by WHI.
The Find tool found in many places that search on the result grid now have a common keyboard shortcut of Ctrl + F.
New feature to lock a contact:
- A locked contact's general information such as name, address, phone number, uri, etc can only be edited by the owner location or by the enterprise.
- Other locations edits still change other values that are not general information, most of them are related to the editing location only.

Bug Fixes:

Payable / receivable reconciliation should be able to make payment on the same date as the invoice.
Enterprise receivable / payable account should synchronize contact for the accounts with the location.
Batch update inventory material's field length now matches that of the inventory material dialog.
When printing on a charge page on the report an extra blank page is generated.

Version 1.0.15.18030 - Sunday August 2, 2015

Changes:

Return item credit slip and warranty claim can now be posted directly to cash, bank account or credit card.
Inventory material batch update
- There's now a new option to update Inventory Material Information using a file.
- Matching can be done using Part Number + Manufacturer or just Part Number alone (allowing the manufacturer to be updated with values from the file)
- You can update most inventory material's fields using a spreadsheet or CSV file.
- The user maps the fields to be updated using a similar mechanism as inventory import.
- Any line that does not match will be output in a .Invalid file in the same directory as the input file.
- Any line that matches more than one inventory item will be output in a .Duplicate file in the same directory as the input file.

Bug Fixes:

Inventory Cost Report is not showing results for users in Admin roles.
Security wizard not showing Setup permissions for Security Administrator.

Version 1.0.15.17260 - Sunday July 26, 2015

Changes:

Payable account transaction can now be moved to another payable account by using the edit tool.
- If the transaction had been since "changed" meaning if any debit or credit has since been applied to the transaction, then the transaction cannot be moved.
- In an enterprise payable setting if the transaction is not created by the location, (such as a payment from the enterprise) then the transaction cannot be moved.
Inventory material price batch update from spreadsheet
- There's a new option in the Inventory Batch Update for location and enterprise, "Update inventory material's sell price from previously exported spreadsheet". This option allow you to use previously exported spreadsheet from Setup | Inventory and use its sheet to import back any changes that you have made on the sheet in terms of price calculation.
- Only the "Base" sheet and Sheet for each price level can be used.
- The user can only update fields in the price calculation. No other fields are updatable in the spreadsheet and by default it is locked and protected by the exported spreadsheet. Hacking of the protection state of the exported spreadsheet may cause the entry to be not importable or may cause odd behaviour inside the price calculation.
Reward card in enterprise
- Reward card entered for a contact is now synchronized across the entire enterprise
- Reward card transactions is now uploaded to the enterprise server for enterprise reporting.
- New enterprise wide report for Reward Card Lift & Shift, Reward Card Line Item Sales, and Reward Card Transaction.

Bug fixes:

Fixed search result changes after editing is done on result generated by Search by Part Number.
Fixed crash when user open General Ledger without "Financial Statement" security right.
Fixed security permission for Trial Balance.
Drill down report is not showing the parameter panel expand/collapse button correctly.

Version 1.0.15.17190 - Sunday July 19, 2015

Changes:

Contra for both Receivable and Payable.:
- Accessing Contra using Make a Payment drop down. The Make a Payment sub-menu item is for the normal Make a Payment while the Contra sub-menu item is for Contra operations.
CARFAX plate to VIN and VIN decode update:
- When CARFAX VIN decoder returns a single vehicle, user can choose "No" to reject the vehicle selection and choose manually from ePartExpert VIN decoder result. Click Cancel simply cancels.
- When CARFAX VIN decoder returns more than one vehicle, ePartExpert VIN decoder result is show on the top too to assist user in selecting the proper engine size. There's also a No Match button if a correct engine is not returned in the list CARFAX returned. Then user is prompted to manually select a vehicle specification from ePartExpert VIN decoder result.
- On the ePartExpert VIN decoder dialog, we added an algorithm to best "guess" how the ACES year/make/model should be selected based on ePartExpert result. It is not perfect, since it is not always possible to determine the make or model base on ePartExpert's result. But it can save user 3 clicks most of the time.
General Ledger:
- There's a new Find too on the General Ledger manager to allow the user to find accounts faster.
- Ledger Transaction Search by entry number is now done using all dates and all accounts, and matches the exact number. As soon as the user types in something in the entry number field, the date range and accounts will be disabled.
- Trial balance will no longer show sub-total only account with no transaction balance for the account if the account hierarchy is not being displayed.
Added a new "Add" security for Inventory so that user can only add new inventory material if this security permission is granted. This is separate from Modify so that you can have user who can modify existing inventory and not able to add new inventory item.
Improved VIN decoder to ACES so that we will guess what Year/Make/Model as best as we could and select it by default for the user.
Enterprise:
- There's now a Consolidated Income Statement and Consolidated Balance Sheet tool that will consolidate accounts for all locations as well as the enterprise and show a single consolidated financial statement. There's option to see details from each location.
- Reward card information for each contact is now synchronized within the enterprise.
- Reward card transaction is now upstream to enterprise.

Bug fixes:

Fixed ledger account some times cannot be positioned by drag and drop.
Payroll entry and print out YTD amount should include the current payroll entry.
General Ledger Transaction form's Save button is now labeled as Post.
Corrected the Find icon on Audit Trail and Ledger Transaction Search.
When placing order with AutoZone do not send the order if none of the item is available.

Version 1.0.15.17120 - Sunday July 12, 2015

Changes:

The work order total is now displayed on the work in progress and shown on a work in progress related reports.
- This only applies to work order that's newly saved since last update. Any work order that was not updated since end of June will not show the total in work in progress and will show as $0 in reports.
Credit invoice and cost:
- Made it so that when crediting parts, if a part is being returned then the full cost is recorded and reported upon, otherwise no cost is recorded and reported.
Fluid capacity will now also apply to lines with definition of Auto Trans Fluid and Manual Trans Fluid. If the catalog returns fluid capacity for automatic / manual transmission then the quantity will be applied accordingly. Gear Oil remains to work for any chosen transmission fluid Auto or Manual.
Alliance catalog will show first 15 character of the store name for Alliance catalog.
There's an adjustment tool in the Bank Account allows user to enter simply adjustment quickly.
Added the ability to use either In Stock or Available quantity when doing inventory reorder. The selection is saved so that it's used the next time.
Inventory Setup Export to Excel is updated so that multiple sheets are exported with additional sheets covering the base price and each individual price level and its calculation.
Report enhancements:
- Added labor hours to Service Package Sales by Service Advisor / Technician.
- Added work order total to Deleted Work Summary, Estimate List, Future Work List, Work In Progress Summary.
- Add profit center name in front of the service categories in the parameters.
Printing:
- Payment detail how can be printed out for Payable payments.
- Receivable statement is now sorted by Due Date, then Post Date, then Description.
Show online catalog and lock sell price on the enterprise inventory setup search screen.
Integrated web services are now available also on the enterprise.

Bug fixes:

Added security setting at the enterprise for Payment Methods, Payable Account, Receivable Account, and Workstation Settings.
Stand alone catalog should be able to work with smaller screen size.
Fix an issue with remedying past work that has been deferred multiple times.
Deferred work is not working on Customer Follow Up Report.

Version 1.0.15.16280 - Sunday June 28, 2015

Changes:

New "Flush" tool on the Supplier Invoices under Purchases. The tool allows you to search for unposted supplier invoices from one or many suppliers and then post them in a batch to payable in a single operation.
- The user can choose which supplier (one or more) to search from as well as a date range.
- The user can remove any supplier or supplier invoice in the search result that they do not want to post.
- The total number of invoices and total amount is shown in the search result.
- Any supplier that does not have payable account created is listed on the top and can have a payable account setup right inside the wizard.
New time clock integration on the Technician Work in Progress view.
- On the technician work in progress, we are now showing active clocked in items as well as work hours remaining, attendance, clocked hours, invoiced hours, overall productivity, and efficiency.
- On the technician work order editor, current clock status related to this work order is shown. There is a time clock button to clock onto the work order. And individual button to clock onto individual labor lines. So the technician using this view needs only to open the work order and click on the clock button to clock onto different job s/he is working on.
Print Document Changes:
- To print only inspection or inspection results for a work order or invoice, change the Advanced Options and Turn on Do not show labor / material / sublet line and Do not show service packages. Also turn on Do not show pricing information for entire document and Do not show per-category subtotals. Also do not print any comments. Check show regular items and set Inspection format. Then there will be a work order header followed by just the inspection.
- You can now print inventory Grid location on the document. Advanced Options and change Display Grid Location option.
- New Print Document setup for Invoice / Credit Invoice on the Enterprise Setup so that enterprise can re-print invoice or credit invoice.
Vehicle specifications and tire specifications are now available on the standalone catalog under Utility | Catalog on the Specification tab. This one is available in the last few updates but never mentioned in the change log.
Updated Atlas Tire supplier connection to add support for categories (All, Winter, Non-Winter). Also disallow ordering of items that do not have availability.
Update WHI supplier connection based on what WHI have asked us to do to help them solve their connection issues.
Inventory Material dialog no longer requires Default Supplier to be selected.
Other charge rules for material lines can now define rules based on part definition. (e.g. Tire Disposal Charge applies if the definition is Tire.)
Added a copy to CRM External Setting where CRM settings will be copied to clipboard. This is so that the user can paste the information into an email to their CRM vendor easily.
A new integrated services setting to setup web service integration with external vendors.
New Smart Label setup for Enterprise Setup including Import, Export, and Security.
Payment method can now be imported and exported on the enterprise. System defined payment method Cash, Check, On Account is not exported or imported. All existing enterprise should have those missing payment methods shown up now.
Newly created enterprise databases will have Default Bank Account and Default Credit Card created by default. Existing enterprise will not be touched. Existing enterprise can create bank account / credit card as they see fit.

Buy Fixes:

Enterprise should be able to merge any contact from any location into any other contact that belongs to any location.
Print document does not allow only printing of summarized deferred work.
Deferred Work Summary report Remedied column is not displayed correctly
Only invoicing material should be allocated on the work order against available inventory.
Definition setting on pricing profile is not saving correctly.
Make sure AutoZone order message is trimmed to a maximum of 250 characters.
Server is not handling expired session correctly.

Version 1.0.15.16140 - Sunday June 14, 2015

Changes:

AConneX connection is now pointing to the AConneX cloud gateway allowing connection to work for those supplier that are on AConneX Cloud.
WHI connection now uses the new part search web service that WHI has provided to help searching only parts supported by the supplier / vehicle, and to allow better result on part when searching for certain terms. (e.g. Steering Tie Rod will now return result for Steering Tie Rod End, etc).
Work order prioritization now have a new technician view that shows works assigned to each technician and allows prioritization for each technician. The technician work in progress view will show the work orders in the same order as this.
Added the ability to create a cheque when making a payment on credit card.
Duplicate a service package now duplicates the related service packages as well.
Enterprise bank accounts:
- Can now use enterprise bank accounts on cash paid out.

Buy Fixes:

Crash when opening credit invoice.
When low order and high order is set to the same value, the re-ordering is not working.
Work order and other editors that have a mini information pane now has a more consistent size.
No cash option for payroll entry.

Version 1.0.15.16070 - Sunday June 7, 2015

Changes:

The ability to open a ledger transaction from audit trail.
Reverted the change from last version on supplier invoice so that supplier invoice will default the post date to when the supplier invoice is created.
- Returned item credit slip and warranty credit slip are both still defaulting post date to today.
Added the ability to use an enterprise bank account in the following areas:
- Payable quick payment
- Payable make payment
- Payable reconcile
- Payroll entry
- Payroll remittance
- Tax installment
- Tax Line Adjustment
- Tax Remittance
Also added the ability for enterprise to print those cheques out.

Bug fixes:

Allow bank account/credit card reconciliation with zero transactions.
Tread wear warranty might not show under certain font size.
Disable viewing line properties on credit invoices.
Security administrator was not able to assign Setup security rights that they have.

Version 1.0.15.15310 - Sunday May 31, 2015

Changes:

The ability to collapse information pane on work order group of editors:
- This applied to Estimate, Work Order, Credit Slip, Invoice, Credit Invoice editor.
- There's a new toggle button on top of the information pane on the right hand size that allow the information pane to be minimized.
- While the information pane is minimized, the all functionality is retained. The user can click on the individual button to bring up a pop up that will have the exact same functionality as when the information pane is expanded.
- The previous state of the information pane will be remembered when the editor is launched again.
- This is aimed at those user who has very low screen resolutions such as 1024x768. Keep in mind, .Net's officially supported minimum resolution is still 1280x800.
Default supplier invoice, returned item credit slip, and warranty claim's post date to today if there's no post date set.

Bug fixes:

Fixed enterprise account editor crashing when some fields value are not set.
Fixed tax line adjustment crash when choosing a none bank account as the adjustment account.
Recalculate the formula again after the filter is applied so that the formula result reflects the filtered result.
Item to Be Returned report should not show items that are deleted as lost or returned to inventory.
Security administrator should be able to update his/her own Name, Description and security credentials. Only the role assignment and permission editing should be disabled.

Version 1.0.15.15240 - Sunday May 24, 2015

Changes:

Inventory batch update can now remove definitions from inventory if you select to update definition and then leave the field blank.
Enterprise:
- You can now assign, create or update receivable / payable accounts at the enterprise on the contact editor. Keep in mind that if you assign a contact to an enterprise receivable / payable account, even if the account is managed by location, this contact will have access to that account at all selected locations.
- We now default to all locations selected when you create an enterprise receivable / payable account. So if a location should not have access to that account, remove it from the list.
Reports:
- New Inventory Cost Summary (Enterprise) report.
- Updated Inventory Cost Summary report and added Grid and Service Category parameter.

Bug fixes:

Tax line adjustment using a bank account as adjustment account fails.
US Auto Force order failed when there's no vehicle assigned to the work order.
Automatic catalog coverage update is not working correctly.
Display error message if available when manually updating catalog coverages.

Version 1.0.15.15170 - Sunday May 17, 2015

Changes:

New supplier connection type: CAPP.
Export purchase order for Michelin Bibnet and Yokohama XML file format.
Enterprise receivable account:
- Fixed problem when editing the enterprise receivable account using the Accounting Manager. It was only previously working with the setup manager before.
- When the receivable account is managed by the location, the location can now set its own credit limit, service charge, and statement options independent of each other. The account # and the account name is the only thing the enterprise controls.
Enterprise Setup:
- Hide any item that enterprise cannon import/export.
- The user can now import / export payment methods & accounting terms at the enterprise.
Enterprise Payable Account:
- Payable account is defined at the enterprise and can have one or more contacts associated with it.
- Works similar to enterprise receivable accounts where the account can be managed by the enterprise or the location.

Bug Fixes:

Security administrator not able to add/delete role/user.
Report / dashboard hangs when filtering a calculated column.
User should be able to see details on the On Work Order and on Order for as long as they have Inventory | View Security.
Performance enhancement when you have a large search result (>1000) being populated in the contact / vehicle search.
Inventory Dead Stock report should show last sold time from all batches.
Material Sales Summary report is not displaying inventory without a valid supplier.
Material Sales Summary now shows the Grid.
Enterprise inventory batch update is not updating the MSRP.
Performance enhancement on enterprise inventory batch update.
Service package from enterprise now synchronizes tags by combining the enterprise tags with the location tags.

Version 1.0.15.15100 - Sunday May 10, 2015

Changes:

Enterprise payable accounts:
- Payable accounts are defined at the enterprise and can have one or more contacts associated with it.
- It works similarly to enterprise receivable accounts where the account can be managed by the enterprise or the location.

Bug Fixes:

Inventory Dead Stock report should show the last sold time from all batches.
Material Sales Summary report is not displaying inventory without a valid supplier.
Material Sales Summary now shows the Grid.
Enterprise inventory batch update is not updating MSRP.
Performance enhancement on enterprise inventory batch update.
Service package from enterprise now synchronizes tag by combining the enterprise tags with the location tags.

Version 1.0.15.15020 - Sunday May 3, 2015

Changes:

When the estimate node is sorted by document number or creation time, the sort is in reverse order so newest estimate shows up on top.
Move service item now works in the enterprise setting and will see the service item move to the specified contact across the entire enterprise.
Enterprise can now move a contact from a location to another location using the Move To… tool on the contact dialog.
Payroll entry now has the ability to specify an account other than Payroll Expense account for payroll entry.
- The same account is set if you choose to use previous payroll entry setting.
Reports:
- New Email List (Enterprise) report for reporting email addresses within the entire enterprise.
- New Email Summary report for email address summary with drill down to email address list.
- New CRM Email Summary (Enterprise) and CRM Post Card Summary (Enterprise) report.
- New Invoice Statistics report.
- New Estimate List report.
- New Material Sales (Enterprise) report.
- New Service Package Sales report.
- New Service Package Sales Summary (Enterprise) report.
- New Technician Summary (Enterprise) & Service Advisor Summary (Enterprise) report.
New security settings:
- New security setting "View" and "Modify" for Dashboard so that the user can have access to Dashboard with either read only access or read/write access.
- New "View" security for Report | General so that the user can be denied access to Report and Dashboard separately.
- New "Add" security for Service Package Templates so that the user might be granted security rights to modify but not add new templates.
Help button is now pointing all to the same online help URL.

Bug Fixes:

Employee Hours | Schedule Overview crashes if there's no employee hours defined.
Order the service packages in the order it is displays on the invoice / work order for some reports.
General ledger UI problem when dragging the header up.
After purchase, order of lines and packages on a work order might be changed.
Incomplete workstation email setting should show a proper information dialog.
After deletion of account like bank account or tax agency the user should also be able to delete the associated ledger account if there are no transactions in it.

Version 1.0.15.14190 - Sunday April 19, 2015

Changes:

Receivable & Payable split payment terms:
- The user can enter any number of payment terms. The intervals are automatically calculated based on existing information. The remaining payment is also automatically calculated using the existing information.
General ledger:
- Added account number to the ledger account definition:
- - You don't have to use an account number, it is for display and find purpose only.
  - The account number is just text that we keep and therefore the user is responsible for the management of the account #.
  - Account # will be displayed right after the account name.
- Balance will now be shown as blank for subtotal only accounts if the balance is zero on income statement and balance sheets.
- Trial balance can now be shown without hierarchy indentation by unchecking the "View accounts using the account hierarchy" check box.
Inventory setup:
- Added a new Price As Of field and it is set to today by default. The user can select a different day to preview future or past prices.
Purchase data such as supplier, supplier invoice number, and cost is now shown when you double click on a line on an invoice from a different location.
Online catalog integration:
- This is similar to online parts catalog in legacy.
- Inventory material now has a setting of Enable Online Catalog that allows the inventory material to link with the online catalog.
- Linked inventory material will launch the online catalog with manufacturer and part number as parameter.
- The online catalog can be the Shop Manager default or any other URL for as long as the web page takes the manufacturer and part number as an post parameter in the URL. Which means it can be integrated with customer's own online catalog.
- The enable only catalog value can be updated via the batch update utility.

Bug Fixes:

Search by part number search result is not showing tooltip on prices.
Batch update prices is updating the price even if the price level is not selected.
Deferred Work Summary not showing totals for some packages.
In some cases, the grid layout such as columns list and width of column does not save.
Enterprise tax agencies are not listed in some tax reports.
Cash drawer print out is missing total amount.

Version 1.0.15.14050 - Sunday April 5, 2015

Changes:

Added a new system level role called "Security Administrators". User with this role can access security and create users and roles without being an "Administrators":
- Security Administrators CANNOT modify their own account.
- Security Administrators CANNOT modify any user who has Enterprise Administrators and Administrators roles assigned to them.
- Security Administrators CANNOT assign Enterprise Administrators or Administrators roles to any existing user.
- Security Administrators CANNOT assign any permission that themselves does not have currently to users or roles.
- For reports, Security Administrators can only assign any report category and/or individual report to which they currently have access to users or roles.
- Security Administrators can assign Security Administrators role to an existing user. So they can create more security administrators with the same level of security access as him/herself.
Discount details on work order:
- Mouse over discount will show discount break down.
- Click on the discount label or amount will show a dialog will more details.
Inventory material now have hints that will explain buy factor and core units in detail. You can hover the mouse over those entry fields to get an explanation. If you change the unit conversion, buy factor, or core quantity, the hints will also be shown so that you can see in plain English what your current setting means.
Inventory material now longer accepts 0 as buy factor or core quantity as it is not meaningful.
Inventory setup now shows full pricing list just like Utility | Inventory.
Inventory setup now shows how the prices are calculated if you mouse over the price. For those price that are not margin based, effective margin is also shown. Prefix of "*" indicates that the price level is inherited from base sell price just like on the inventory material dialog.
There's now a new Search by Part Number in Inventory Setup:
- This tool allows you to pull up a list based on a list of part number separated by new line or comma.
- Profit center / service category and manufacturer are parameters you can use to narrow down the part number better.
- This is useful if you like to review a list of parts.
Reports:
- Added previous year comparison for Vital Sign and Service Package Line Group report. (Those are the two sales report with previous period report). NOTE: For those who don't know. In .Net previous period always means the period with the same number of days as your selected date range just before the start of the date range you have selected. Previous period does not mean same period last year. Any report on last year means same period last year.
- Added an "Include Receivable" parameter to the Cash Receipt Listing report. This is so that payments that's made on receivable accounts can be reviewed together with cash receipts.
- New Time Clock Statistics Extended report. This report shows productivity together with efficiency and proficiency.
Show total amount of checks being printed.
Warranty pending claim now can be printed, saved as PDF or emailed.
Web online order should now longer show any price if Show Price is set to off.
Contact and Service Item merge is now also available to enterprise users. It was previously only available to single location users. The functionality is identical to what we have released before for single location users. The only difference in an enterprise is that the merge will then propagate through the entire enterprise so that the user merge is complete at all locations. Also you can only merge contact that your location owns to contacts owned by your or other locations. You CANNOT merge a contact that belongs to a different location to a contact in your location. The same applies to service items.

Bug Fixes:

Technician and service advisor are not being read correctly on the enterprise database causing service side exceptions.
Inventory unit cost needs to store more than 2 decimals for certain buy factors.

Version 1.0.15.14050 - Sunday April 5, 2015

Changes:

Enterprise bank account:
- The ability to create an enterprise bank account / credit card.
- Location can deposit into enterprise bank account, make payments from enterprise bank accounts.
Enterprise receivable account with two modes:
- One where enterprise manages the receivable account centrally. Location only posts invoices, credit invoices. Enterprise performs all the rest of the tasks.
- Another where the location manages the receivable account. The enterprise can see a consolidated account centrally but all management is performed at the location.
Enterprise ledger account:
- Enterprise needs to have ledger accounts setup and enabled for proper ledger support for the above enterprise features.
- The rest of the ledger functionality is currently identical to the location.
Added the ability to configure a web page as the splash screen when Shop Manager launches. Configure the URL in Setup | Location Setting | Setup.
Setup export to Excel
- Added a general export to Excel for all setup areas. This is meant to export to Excel for outside viewing and not able to be re-imported.

Bug Fixes:

Contact from another location that is copied to this location should be able to have a receivable account.
Closing Enterprise Setup Manager while on the Services crashes.
Refresh Enterprise Setup screen after import so that imported data will be shown.

Version 1.0.15.13290 - Sunday March 29, 2015

Changes:

New Contact / Service Item merge for single location shops.
- Contact merge is initiated from contact editor. By default it will search for contact with the same name.
- Service item merge is initiated from service item editor. You can only merge service item owned by the same contact.
- Merge for enterprise user is still being developed right now due to the complication of data relationship within the enterprise.
Purchases now allow 4 decimal points for unit prices. Per line total price will still be two decimal points. This applies to purchase orders as well as supplier invoices.
Report:
- New Bank Account Summary report showing opening / ending balance for the specified date range for all bank accounts. Drill down to show individual transactions.

Bug fixes:

Confirm with the user on margin matrix driven sell price update if there is a sell price already.
Closing Setup Manager while on the Services or Inventory Material crashes.
When purchasing inventory material, the description on purchase order and supplier invoice is chopped off at 50 characters.
A none technician user will see Work in Progress if granted Technician View security right.
Inventory network is not importing if there's no inventory network defined.
Refresh setup screen after import so that imported data will be shown.

Version 1.0.15.13150 - Sunday March 15, 2015

Changes:

Sublet enter cost:
- Allow the user to enter a cost on Estimate and Work Order editor for sublet lines.
Added Analysis tab on the Estimate editor:
- The labor analysis will not provide meaningful information because the labor lines are not assigned to any technician and therefore will not have any estimated cost associated with it.
Update sell price based on pricing matrix:
- Update the sell price based on pricing matrix when user changes the cost.
- This applies to none inventory parts on estimate and work order that's not being sold using Fixed Total.
- This also applies to sublet lines on estimate and work order.
- If there was no cost entered before, the price is updated automatically.
- If there is a cost entered before, the user is prompted if the price should be update.
Parts ordered using supplier connection and received now shows under a dedicated Order Received section.
- You can now open supplier invoice for the selected lines on the Purchases tab.
Work in Progress:
- The summary now shows Unit # for vehicles
- The tree also shows Unit # for vehicles in the format of "Plate # Unit" if Unit is defined.
Added the ability to duplicate a service package template on the setup by using the Duplicate tool.

Bug fixes:

Show the proper name as the shop manager software in WORLDPAC speedDIAL's bottom right corner connection icon.
Work order comment does not print if the work order document is set to not print pricing information.
Work order find now displays the service item in the same format as work in progress.
Online Purchase crashes on start.
Material Sales report not working on the enterprise.
CRM report not working for some user.
Server crash when reading receivable account.
Server crash when reading invalid work order template.
Server crash on credit slip update.

Version 1.0.15.13010 - Sunday March 1, 2015

Changes:

New supplier connection type WORLDPAC
- This is integration with external application WORLDPAC speedDIAL client.
- There's no configuration option for WORLDPAC.
New supplier connection type Inventory.
- This allow the user to specify an ePartExpert catalog.
- This will allow user to use application catalog against their location inventory. When they click on check, their local inventory is checked and will show the result.
- They should probably use their default catalog user ID for this purpose.
- User can manually edit the MCL using the Edit MCL button (only visible if your current connection type is Inventory).
Technician Work In Progress View:
- Move the view to a new security right Work Order | Work Order | Technician View
- If a shop want to give the technician more power, then grant the normal view and other security rights.
Work order technician editor:
- Added the ability to save as Inspection In Progress, Inspection Completed, Work Authorized, Work Completed.
- Added the ability to edit the in/out mileage.
Time clock screen improvement:
- By default only work order is shown. Click on the work order to expand the labor lines on the work order.
- Added a search box to allow user to more effectively find the item to clock on. You can search for anything that's being displayed.
Reports:
- Added Code, Duration, Hidden to Service Package Template List
- Tax Transaction List is not showing details for Warranty Item.

Bug Fixes:

When unassigned work order has technician assigned, move it to Inspection In Progress
Work order prioritization is doubling the number of hours clocked.
On purchase order, when doing a Receive Selected after modifying the cost, sometimes it crashes.
Crash when adding usage based reminder items

Version 1.0.15.12220 - Sunday February 22, 2015

Changes:

New work order prioritization tool on the Work In Progress.
The information we may utilized here are shop schedule, employee work schedule, and time clock information.
The calculation is done based on whatever information that's available to us and we make the best determination on if the work order can be completed (before promised time, before the employee's end of day, or before shop closes).
Colors are shown based on the calculation.
Tooltip shows more details about the work order as well as estimated completion time and flag any issues.
You can drag and drop to reorder work orders and this impacts the technician work order view below.
This view can be printed out, or exported to Excel.
New Technician's work in progress:
- If a user who is a technician but NOT a service advisor and have work order view security right logs in. The work in progress shows only the work s/he is assigned to.
- The order the work order is shown is in the same order as the work order prioritization tool above.
- If this technician opens the work order, he will see a work order with only the work s/he assigned to. With limited tool to assist in completing the work only.
- There is an All tab showing all the work on the work order so that s/he is aware of what's going on.
- Full inspection editor is there to allow inspections to be filled by the technician.
Added the ability to reassign technician / service advisor on the work in progress. There's also an advanced choice under either technician / service advisor that allow you to choose how you want to deal with lines that are not assigned to the current technician / service advisor.
- This tools is available on the work in progress, on the work order prioritization.
- The advanced tool is available also on the work order, estimate, credit slip editor so that user can choose how to reassign technician for the entire work order allowing user to change all the lines assigned to the current work order technician or to assign all lines on the work order.
Edit the work order note now automatically focus the note editor
Stream line the deletion of contacts with Receivable / Payable accounts.
- If the associated Receivable / Payable account ONLY have the contact that's to be deleted as the associated contact and it has no active lines. Delete the Receivable / Payable account automatically.
- Otherwise, prompt the user that Receivable / Payable account will NOT be deleted and they need to review and remove it manually.
- This means if you created a supplier by mistake, deletion of the supplier will automatically delete the payable account.
- Also if you created a receivable account by mistake, deletion of the contact will automatically delete the receivable account.
- However any receivable / payable account with data will be preserved.
New security rights:
- Security right for Utilities | Catalog -> Purchase - Catalog - Lookup
- Security right for Utilities | Inventory -> Inventory - General - Lookup
- Security right for Utilities | Parts Search -> Purchase - General - Lookup
- Utilities menu now will not be shown if there's no item under Utilities that user has access to.
- Security right for Inventory Transfer -> Purchase - Inventory Transfer
Time clock station setting in Workstation | Settings general. If the workstation is set to be a time clock station, then the time clock button can be used to log people on and clock in/out. For those workstation that shouldn't be a time clock station, the setting should be off.

Bug Fixes:

Other charge rules based on inventory material is not working correctly.
Pricing profile is not working on the Estimate editor.
Inspections on the estimate does not show any inspection lines after converting to work order.
When deleting a report layout from a particular user, the layout is also deleted from all the other user.
Inventory Material import fails when using CSV file.
Allow batch update to update the cost and MSRP to $0.
When user change contact attribute type, the old value might cause the client to crash.
Crash when creating receivable account.
Payroll check and payroll slip is not printing the correct YTD amount.
Invoice Summary Detail report not reporting overridden taxes and other charges correctly.
Error prompt if you delete a receivable / payable account and search box is empty.
Fix import for pricing profile and pricing profile rule so that it is imported to the correct location.

New wizard when creating a receivable or payable account that allows the user to either create a contact and an account in a single step or to create a bare account.

Version 1.0.15.12080 - Sunday February 8, 2015

Changes:

New wizard when creating a receivable or payable account that allows the user to either create a contact and an account in a single step or to create a bare account.

Bug Fixes:

Creating new bank account was not working.
- Any new bank accounts created during the past week and disappeared should now show up.
When using the search in Setup, selecting a parent entry didn't show the proper first setup area under that parent entry.
Tried to fixed intermittent crash when switching to the history tab on the vehicle editor.
Interval entry and calculation for reminder items will now only allow for time interval for up to 12,000 months (100 Years). Any interval specified above that will not be accepted and existing intervals will not be calculated.

Version 1.0.15.12010 - Sunday February 1, 2015

Changes:

Phone number parser improvement. Now if user enter phone number in ###-###-#### or ###.###.#### format, the program will parse automatically and user will not be prompted.

Bug Fixes:

Trial balance is not showing the correct retained earnings if the user selected a period that's not a complete fiscal year.
Material pricing profile is not working correctly.
Error message on no access to the specified catalog user ID when the catalog user ID is correct.
User should be able to edit contact's contact category as long as the user has contact edit security right.
The following has is not visible to end user:
- Fixed code that's uniquely identifying the computer system. The original code is treating a number of different computers as a single one.
- Added code to log out heartbeat error in a log file so that we know when a disconnect has occurred.

Version 1.0.15.11250 - Sunday January 25, 2015

Changes:

New reports in Financial folder:
- Cash receipt report that show all cash receipts in the specified date range as well as their deposit date if they are deposited. This allow you to see past cash receipts, make break down on each payment types, etc.
- Bank account transaction report shows you bank account transactions in the specified date range. If the transaction is a deposit transaction, there is a drill down report that will show you each cash receipt for the deposit.
- Bank account reconciliation report shows you all the past bank account reconciliation that has been performed. Drill down show the transactions that was reconciled by that reconciliation.
New reports in List folder:
- Supplier report. Shows a list of suppliers at the location. Shows some supplier settings, and supplier connection / catalog types if any. Also shows payable account # and name.
New reports in Purchases folder:
- Items To Be Returned report. Shows a list of all returned items that are either not yet returned or on a returned item credit slip but not yet posted. If the item is on a returned item credit slip, the supplier and the credit slip # will be shown.
New reports in Inventory folder:
- Inventory Dead Stock report. Shows inventory that matches the search criteria, their last sold date and days since last sale activity. Inventory items that have been stocked but never been sold will have Last Sold and Days Since Last Sold blank. Inventory that never had any stock will not be shown.
New document options for Credit Slip / Credit Invoice / Estimate. This is so that user can choose to print out two copies (or any number of copies) by default when printing these documents.

Bug Fixes:

Fixes issue with server crashing that was discovered in the middle of the week.
Prevent the client from making a circular parent-child relationship between two ledger accounts.
Report & dashboard setting date range of "Today" is not setting to today's date when first launched.
Payroll agency and tax agency will automatically size the drop down width.
Work in progress summary report doesn't return any result.

Version 1.0.15.11180 - Sunday January 18, 2015

Changes:

You now have the ability to control how the contact / address is printed on the work order. Edit the work order / invoice / etc document template. Edit the contact format. You can choose how the name is printed, and if address will be printed.
- For those wondering how to make a specific fleet user not print the name and not overall, edit the contact. Add a name, move it to the top and keep that one blank. Save. You can still search on the other names and it will show up. But when printed, it will only print the first name and that is blank and so the name will not be printed.
Changed most of the date display / print where they are not being reported / sorted to use OS's date/time format.
Counter sales are now also colorized as they coming close to promised time and go over promised time.
Inventory should be able to switch between consignment / inventory type without the need to recount to zero. The existing batch will continue to work as the type that it was received as.
Accounting manager will now remember the last used tab (Receivable / Payable) and restore to that tab when launched.
We have added document # as a separate column on Receivable / Payable so that user can sort on things like supplier invoice #.
Due date for Receivable / Payable:
- Receivable service charge due date now calculates using the accounting term.
- Adjustments now have default due date calculated but the user can modify the due date when making the adjustment.
- Due date and description can now be updated.
Catalog / supplier connection now copies manufacturer to the material line on the work order.
Report enhancements:
- Show service packages with no line in the Service Package Sales by Service Advisor / Technician report.
- Fixed Time clock statistics report crashing on double value.
- Added service advisor / technician to the Work In Progress summary.

Bug fixes:

Work order / credit slip doesn't post if contact name contains curly brackets.
Sometimes the contact name is not being printed correctly when there's more than one name.
Removed the View button on the credit invoice.
Fixed potentially very long loop if a vehicle has very low usage per day when calculating reminders.
Fixed cases where tax on tax calculation is not correct when some taxes are exempted.
Dashboard not showing the correct data for the specified date range.
For those document template types that have a default view in the Setup, allow the user to print even if it had never been edited / saved.
Inventory transfer ledger account is not visible when it should be visible.
Receivable statement notes are not printed correctly with some text chopped off.
Time clock sometimes not recording the correct time when clocking in/out.
Pay checks that does not have any details is now printed like a generic cheque if printed in voucher style.
After changing pricing profile's name, it is not reflected in the pricing profile rules section.

Version 1.0.14.22140 - Sunday December 14, 2014

Changes:

New supplier connection type: Albert Tire.
New per item minimum / maximum for other charges / taxes:
- All current user's Minimum Per Item / Maximum Per Item are migrated into new settings of Minimum Per Line / Maximum Per Line. These values are enforced on a per line on the invoice basis and charges minimum/maximum regardless of the quantity sold.
- The new Minimum Per Item / Maximum Per Item is for minimum / maximum per 1 quantity of item. So $5 minimum/maximum means $5 for 1 item, $10 for 2 items and so on. Fractional quantity means fractional values. So $7.5 for 2.5 items.
- Conditions are applied from the top to bottom. So per line maximum/minimum will override per item if both are specified.
Report enhancements:
- Added Grand Total column to Sales by Service Category and Sales by Service Advisor / Sales by Technician's drill down report. This column is by default not shown.
- Added a new Sales Mix % column which is a calculated column based on the new Grand Total column.
When doing receivable statement, the account # and account name is now on two different column so user can sort on it.
When printing checks, the dialog now shows the total number of checks selected to be printed.
Payable cheque stub in voucher format now will print a list of invoices it is applied against.
- The system will print a maximum of 30 entries on the sub.
- If the payment impacts up to 15 entries, the stub will print these entries in a flat list.
- If the payment impacts up to 30 entries, the sub will print these entries on two columns on the stub.
- If the payment impacts more than 30 entries, the sub will print first 29 entries on two columns on the sub. The last entry will be a sum of all the rest.
Enterprise inventory transfer:
- The inventory transfer user interface is only visible to those locations that support has turned on inventory transfer. This is so that those location that does not use inventory transfer do not get confused.
- The inventory transfer works in conjunction with network availability. Do a network look up, then use the inventory transfer button the start the transfer process. You can send the inventory transfer request immediately or save it to add more lines to it or to send it manually.
- There are nodes in the Purchases that allow you to deal with Pending requests which is the requests you have not sent out yet.
- There are nodes in the Purchases that allow you to deal with Incoming Request and process them to shipped.
- There are nodes in the Purchases that allow you to deal with Shipped Requests and process them to receive the shipped items.
- There is a new report called Inventory Transfers that allows the user to see transfers between the locations as well as discrepancies.
Added a setting in the Location Settings | Work Orders to not to prompt for OEM tire sizes.
o Receiving an online order part result in an error message
o Some time the work order might disappear from the system.
o Part search is not showing results that's one the date of the end date.
o On credit invoice the View button is removed because it doesn't have any additional information to show to the user that's not already on the credit invoice.

Bug fixes:

Receiving an online order part result in an error message
Some time the work order might disappear from the system.
Part search is not showing results that's one the date of the end date.
On credit invoice the View button is removed because it doesn't have any additional information to show to the user that's not already on the credit invoice.

Version 1.0.14.22070 - Sunday December 7, 2014

Changes:

Other charge maximum and minimum per item is now changed to be maximum / minimum per individual quantity item. Meaning a maximum/minimum of $5 means $5 for 1 item and $10 for 2 items.
- Keep in mind if then item has factional quantities, the maximum/minimum = value defined * quantity. So a maximum/minimum of $5 for an item with quantity of 2.5 means $12.5.
Added the ability to print the current invoice history showing on contact or vehicle.
Dashboard widget now snaps at half of the grid width / height.
Added setting for Completed Work in the Work In Progress.
Part search now shows descriptive text when the returned item is returned to the inventory.
Report enhancements:
- Rounded labor hours to 2 decimals
- Added first invoice date, invoice count, spending for the loyal period for the loyalty report drill down.
- Updated the Payroll Entry Details report for better Gross Pay / Deduction / Net Pay summary. Also delivers the summary by default.
- Added a new Payroll Summary report with drill down so that user can have a summary of Gross Pay / Deduction / Net Pay.
- Added default service advisor / technician to the Invoice Summary Report.
- New material Sales report that lists material sales with supplier and supplier invoice information.
Changed the default date range to today for journal list and audit trail.

Bug fixes:

Warranty was not being returned when then invoice is reversed using a credit slip.
Material line editor on the work order editor was not showing the same available number as the inventory search.
Inventory returned from returned item was showing as a transfer.

Version 1.0.14.21160 - Sunday November 16, 2014

Changes:

Report enhancements:
- Added work order default technician to the Deferred Work Summary.
- Added discounts to the Invoice Summary Report for both location and enterprise.
- Separated Consignment cost/core from inventory cost/core on the Inventory Cost Report and Inventory Summary Report.
- Added type to inventory batch list to show consignment batches vs. inventory batches.
Part search utility can now search parts in Consignment Slips, Warrant Pending Claims, and Warranty Claims.
New inventory network definition and the ability to search inventory material defined at the enterprise for the defined network.
- Inventory transfer is still a work in progress. This feature only allows you to search for and see inventory quantities within the enterprise.
- Note: Network is most efficiently used in levels. So one will define a few close by stores first, then a few more further away, and so on. Large enterprises should not define a network with all stores. Searching all stores will only make the search slow and ineffective for all locations.

Bug fixes:

Consignment warranty should show supplies even it they are removed or no longer valid.
Consignment editor should not prompt for slip number and/or suppliers if user cannot edit them.
Fixed a few work order auto save issues related to uncommitted data still in the active editor.
Work in progress now shows work order / invoices for deleted contact properly.

Version 1.0.14.21091 - Sunday November 7, 2014

Changes:

Added the ability to turn off auto save in Location Settings | Work Order.
- However the problem we previous have with the auto save on estimate when the user does not enter any contact / vehicle is now fixed so Auto Save should be safe to be left on for all users.
Added vehicle color to work order display when listing the work order in Work In Progress.

Bug fixes:

Fixed a problem with auto saving on idle when the user leaves an estimate with no contact / vehicle information entered.
After editing inventory prices, the inventory search result was not displaying the proper pricing.
Fixed a crash when importing service package templates at the enterprise
Print document templates should have been sorted by name.
Account type in tax line adjustment was not correct.
When setup form is started, the input focus should have been on the search field.
Changed the warning message on the contact / vehicle / service item editor to be a bit more explicit.

Version 1.0.14.21020 - Sunday November 2, 2014

Changes:

Report:
- Added labor hours and labor hours credited to the invoice summary report.
- Added a Vital Sign Invoice Summary report under Vital Signs where it will supplement the vital signs placed on the dashboard to provide a similar format to legacy vital signs.
- - The other charges can be provided by Other Charge Invoice Summary.
  - The rest of the information on the legacy Vital Signs (and a bit more) will be provided by this new Vital Signs Invoice Summary.
- Automatically save work order / credit slip / estimate on idle.
- - When we determined the user has not been using the computer for 5 minutes with minimal CPU activity, Shop Manager will now save the work order / credit slip / estimate automatically to avoid potential data loss.

Bug fixes:

Work order labor hours was not showing time clock lines clocked against the work order in the work order total.
Inventory look up was not showing the availability with proper on work order count at times.
Service package template line editor needed to round to 2 decimal points.
Crash when viewing inventory material dialog's on work order quantity.
Crash when switching between certain dashboards.

Version 1.0.14.20260 - Sunday October 26, 2014

Changes:

Added a new Labor Hour tab to the work order editor and invoice viewer. We've moved all labor time and time clock related analysis to that tab. We've also added service package line hours, time clock analysis, as well as work order over all hours and time clock analysis.
The user can now hide the invoices on the scheduler monthly view by using the Hide Invoices check box. This setting is saved on the workstation.
Report Enhancements:
- Added 30 reports / drill down reports related to the contact's marketing source. All customer centric reports now have marketing source in the output.
- Added supplier to inventory reports. This is so that the user can group by supplier and get a sub-total by supplier.
Enterprise:
- There is now a Hide from view setting on the service package that allows the service package to be hidden from the list.
- - This allows enterprise service packages to not be shown at a location. Setting any service package to hidden automatically marks the service package as not synchronized with the enterprise.
  - This also allows the user to author service packages that should not yet be available. Simply flip the hidden switch later.
  - In the setup, all service packages, hidden or not, will show. The hidden attribute is a column on the list.
- After the user clicks on synchronize in the service package editor, the editor will automatically unload avoiding any potential modification.

Bug fixes:

AutoZone catalog was not showing the search tab instead it was showing a blank search result when navigating to the next material line.
Fixed a crash in Taxes and Payroll when selecting a day and then you clicked on Today.
Payroll YTD amount should have been based on the pay date.
Pay date was not being saved correctly in certain time zones.
Advanced tab on the material editor should not allow the user to delete received items on posted supplier invoices.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

No new tours this update.

Version 1.0.14.20190 - Sunday October 19, 2014

Changes:

Bug fixes:

Fixed crashing when opening a material line source from inventory imported from legacy system.
Service events was clearing the current period data after clicking on Load More...
Could not modify Bill's supplier / reference number.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

No new tours this update.

Version 1.0.14.20120 - Sunday October 12th, 2014

Changes:

Invoices that are posted at a different location can now be printed. There will be a disclaimer that this is work completed at a different location and have the location's name and address on the top of the document. Otherwise it will be printed using current location's document template.
Now able to delete contact from another location:
- The location can now delete contacts from another location. Keep on mind once deleted, they won't see that contact in their location any more. They will have to find that contact under other locations and copy to this location again if they want to access it.
Tire Tread warranty:
- There is now have a separate dialog that can be used for tire tread warranty. It collects and prints out tire thread warranty a bit better.
Ledger Account modification:
- Any ledger account that's current mapped will show that information when editing the account.
- When renaming any ledger account that's currently mapped, a confirmation dialog will show indicating that the account will continue to be used as the mapped account. And, the user will have to enter 4 digit random confirmation code.
Enterprise inventory:
- Show MSRP, Cost, Core column in Setup.
- Remove In Stock column because it is not applicable.
- Added the ability to choose which column to show / hide and save / restore column layout.
Web Store Online Order:
- There's a new setup option on how to show availability. The choices are In Stock or Available. Available factors in the quantities that are already on active work orders.

Bug fixes:

Labor rate editor now forces the user to enter a code.
The enterprise connection setup manager some times did not save the settings when closing the dialog directly.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

No new tours this update.

Version 1.0.14.20050 - Sunday October 5th, 2014

Changes:

Payment processing receipt number for receivable payment:
- This provides a distinct number passed to the X-Charge for such payments.
Report enhancements:
- Added invoiced / credit lines, invoiced / credit quantities to service package line group summary report.
- Add service package line group previous comparison report.
- Made sure drill down for time clock invoice summary on the enterprise server works.
- Added separate part number column for line item sales by contact.
- added remedied column to the deferred work summary report so that both remedied and non-remedied work will be reported.
- Added duration to the work in progress summary.
- Added duration and note to the deleted work summary.
- Added a new future work list report.

Bug fixes:

Invoice was not pricing correctly on posting.
Credit slip editor select line(s) to credit dialog only cancelled after two escape key presses.
Avoided making labels going to the second line in the work order, credit slip and estimate summary area.
Rounding of duration and labor hours needed to match the labor rounding setting for the work order.
Employee work hours add day off for one employee was showing the same day off for every employee.
Fixed some issues with report layout saving.
The service package line that was being looked up was not showing on the catalog lookup wizard.
Couldn't remove empty purchase orders or delete purchase order lines.
Couldn't reverse entire invoice if the invoice sold a zero quantity material line item.
Received purchase orders was not displaying the total amount correctly.
Addressed issues with reversing material that was sold on consignment on a credit slip.
Receivable / payable reconcile payment date selection was not allowing you to go back a month to select a proper date.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

No new tours this update.

Version 1.0.14.19280 - Sunday September 28, 2014

Changes:

Invoices from other locations can now be opened at a different location.
- Analysis tab is hidden by design.
- It is in view only mode. You cannot print it nor see any other details.
Added the ability to delete a work order authorization.
Pricing profile:
- There's a new enabled setting for the pricing profile. This allows you to define exceptions where the pricing profile will be disabled. An example would be to define it via a tag to disable a pricing profile action.
Marketing Source update:
- Marketing source now can be imported and exported via the setup import/export.
- The location setting for forcing marketing source entry is now working properly.
Web Store order template:
- Updated the logic so that if there are material lines on a service package for a template then that last material line will be used as a template to create all the lines for the order.
- This is so that tags and other settings can be preserved from the template.
Reports:
- Service package line group summary now shows all service package line groups regardless if there's an invoice for that line group or not.
Streamlined adding contact/vehicle in work order wizard. Added a new button to make adding vehicle a single step.

Bug fixes:

For items to be returned, the edit button should have only been enabled if the selected item was a found item.
Reduced flickering when refreshing on work in progress.
Invoice print was cutting off at the right edge instead of word wrapping.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

No new tours this update.

Version 1.0.14.19210 - Sunday September 21, 2014

Changes:

Opening and closing balance has been added for the account journal as well as the batch print/export.
Marketing source:
- Added market source configuration under contact.
- Marketing source can be specified on the contact editor.
- Marketing source is displayed on the contact manager summary as well as the New Work Order contact search.
Quick receivable payment under the Utilities menu. A separate security right is required for the user to have access to this tool. Any payment received will remain unapplied.
A technician can now be specified on a sublet line. This is to enable the reporting of sublet values on a per technician basis.
- Sublet is not performed by the technician and the assignment is only for reporting purposes for those who whish to report results of sublet totals per technician.
Bank account transaction for payable payment now shows the payment account information.

Bug fixes:

When the inventory sell price code is changed on a material line due to a pricing profile, the price was not updated.
If a supplier connection result did not reply with a valid description / manufacturer, the existing one from the material line will be used to create the purchase order line.
Start / end time was sometimes reversed on the employee work hours editor.
Added the edit context menu on the employee hours editor.
Copy part quantity even if the user chose an inventory material from the catalog lookup.
Copy MSRP to the material line was not working properly.
Inventory lookup in Utilities was not working.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

Version 1.0.14.19140 - Sunday September 14, 2014

Changes:

Added a new spell checker to input elements that are meant to input actual sentences.
- Words that are spelled incorrectly are automatically underlined as you type.
- Press F7 to invoke the correction dialog to correct all spelling mistakes for the content of the current control.
Audit trail tool for the General Ledger. Shows all transaction details for the specified time period.
- Each transaction is separated.
- Manually entered, transactions that don't impact the source table, and unbalanced entries are all highlighted.
- Can view manually entered transactions only.
- There is a find tool to search within the listed transactions.
- Print, Export to PDF, email, Export to Excel.
- Mouse over and show details such as when the transaction was made, last modified, and last modified by.
Bank account deposit detail screen from the bank account transaction list now shows per payment total and allows you to reprint the bank account deposit.
Cash drawer now shows transactions grouped by method of payment by default as well as a method of payment total.
Catalog keyword search result display will now automatically resize the column size based on the content.
For setup, purchase, accounting, and ledger we are now automatically focusing the result control after any searching / loading operation so that the user can immediately start to scroll or edit.

Bug fixes:

Contact tax exemption was not applied if a work order was converted from an appointment.
Labor rate set for the contact was not being applied correctly.
Invoice analysis screen was not displaying the correct technician summary.
Scheduler monthly view should always start up showing the scheduled time.
There was a crash when adding material lines onto a work order when there are margin matrices without entries.
Bank account deposit outage was not writing the correct ledger transactions.

Version 1.0.14.19070 - Sunday September 7, 2014

Changes:

Work in Progress's date display for the work order now follows the operating system's regional setting.
General Ledger Trial Balance
- This is basically a combined balance sheet / income statement. You select a start/end date and it shows the balance sheet as of the end date combined with the income statement for the start/end date period. The accounts are shown in Debit / Credit columns with a total at the very end.
New document option feature now allows the user to easily archive multiple copies of a document on a single print.
- Example: If you want to print 2 copies of the invoice, 1 copy of the inspection result, and 1 copy of the estimate (deferred work) you will edit the document options for invoice. Add another invoice document to the list, add one for the inspection result, and one for estimate.
- You can add multiple instances of any document to the list to achieve the copies desired on a single defined print run.
- You can drag and drop to reorder the document output order.
- You can only check email once for every different document type as there is no point in emailing multiple copies of the same document.
Purchase area supplier listing order has been changed so that the <All> supplier is now on the top of the list. The default supplier selected is still the first valid supplier in the list but the user will only need to scroll up once to select the <All> supplier. This applies to everywhere in the purchases areas where the supplier is listed.
US AutoForce integration added a Delivery Method field. By default is should be "TRK". However is can be filled with other US AutoForce assigned values like COU / UPS.
New Deferred Work Mailer report. This one is like the deferred work summary except it shows a single line for every contact / vehicle. All deferred work is combined into a single column. This can be used by the customer to mail merge their own deferred mailers or emails.
There's now a number of phone numbers and emails printed for the deposit slip.

Bug fixes:

Print document advanced options was not displaying correctly for credit slip / credit invoice / estimate.
Credit slip post did not print the "Against Invoice #" field.
Bank deposit now uses case insensitive grouping for payment methods. This way methods such as VISA and Visa will be grouped together.
Inventory reorder was not showing the proper "Available" quantity when you search for inventory in the setup and then selected those inventory items to proceed with an inventory reorder.
Payroll report was showing deleted payroll entries.
Enterprise inventory import was failing if the code field was not mapped.

Version 1.0.14.18310 - Sunday August 31, 2014

Changes:

New Time Clock Report - Time Clock Job Efficiency:
- It shows per technician, per service packages, per invoice statistics including vehicle information for the specified time period and has the option to include work in progress.
- It shows lines that are clocked out as well as active lines that have not been clocked out. It also shows efficiency for those lines at the current time.
- For those that only clock onto the work order, all service categories are shown that have a service package assigned to a technician.
- Fore those that clock onto the labor line, the service category and service package will be shown.
- You can run this report for a period of time to extract the jobs (service packages) or areas (service category) to identify problem areas for technicians. You can group by technician to get individual results. With service category, service package and vehicle information you can identify service categories, jobs or vehicle types that may be problematic.
- You can run the report over a period of time to identify if certain vehicles are problematic and adjust your labor matrix accordingly. You can get the number of jobs with poor efficiency and see if it correlates to specific vehicles.
- You can add this report to the dashboard. Set the parameter for today, the automatic refresh interval, check to include work in progress and add a filter so that only poor efficiency jobs are shown.
Work in Progress Find Tool has been improved:
- It is now a floating dialog that allows you to find multiple times and open documents multiple times until you find what you need. (Note the ESC key will close the dialog quickly).
- If you select any document that is in work in progress, the document will be automatically selected and scrolled into view.
When an inventory item is applied to a material line for the first time, if the inventory is set to not sell fraction quantities, the quantity of the material line will now be rounded up so that you don't under report the quantities sold.
There's now a line that displays on both the work order and printed documents to indicate that a tax or other charge has been applied to the returned core.
Deposit using payment processing is now implemented. The same set of choices as posting invoice / credit invoices are given.
US AutoForce's parts are now grouped by line code.
More Bank Deposit fixes for those that use payment processing. Manually entered transactions will now group properly when you choose to select all under a particular payment type. Also, the per payment type sub-total is correct now.
Added a way to remove supplier settings from the contact without removing the contact or any other record. On the contact dialog in the Details section choose supplier and there's a remove supplier setting right beside the change supplier setting.
When deleted a service category, we now check for concerns, inspections, services, and inventory. If there is any defined in the service category you will not be able to delete the service category.
Enterprise service package setup can now assign tags defined i the enterprise to the service package lines.

Bug fixes:

Automatically swap the high/low value on margin threshold depends on the user input instead of showing the misspelled error dialog.
Added more network checks to prevent the case where the user is disconnected from the server yet still tries to post an invoice/ credit invoice.
Work order authorization's new button was moving as the dialog was resized.

Version 1.0.14.18240 - Sunday August 24, 2014

Changes:

When reversing an invoice imported from legacy or otherwise containing an invalid tax / other charge, the system will now inform the user the invalid tax / other charge and prompt the user to reverse the invoice by lines.
User can now specify the number of phone numbers / emails printed on work order / invoice by editing the document template and change the number of Phones and Emails. A value of 0 will turn off printing of that information.
Vehicle color is now shown and printed on the work order, invoice, etc.
There's a new option for the work order document template wher you can hide the service package. This option turns off display of the service package header/footer.
- This can be used to create a picking list by turning off labor/sublet lined but leave the material lines on.
- This can also be used to create an inspection result document by turning service package off and also turn off labor/material/sublet lines, as well as work order summary.
Income statement, balance sheet, and individual ledger account transactions can now be exported to Excel. This means just about everything in ledger can now be printed, saved as PDF, emailed or exported to Excel.
Consignment sold, and Items To Be Returned can now be printed, saved as PDF, or emailed.
Time clock can now not show items on Completed Work (regardless of if the work is marked as completed or not) by turning on the flag in Setup | Location Settings on the Time Clock tab.
New Contact Listing With Attribute report allow you to run the same Contact Listing report with 3 contact attributes output by specifying the attribute's name.

Bug fixes:

Technician hours on analysis screen is not showing the invoice hour correctly.
Technician hours should be shown using the same decimal points as system configuration.
Inventory lookup on estimate still returns the full inventory list.
Method of payments select all in deposit is not working correctly with transactions processed using payment processing.
General supplier should show up in the Cash Paid Out screen.
Edit warranty is prompting Access Denied.
Dashboard is not showing all pre-configured calculated columns and summaries.