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

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

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

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.