Inventory parts, inventory and ordering

Inventory Parts Don't Link With WorldPAC Transfers

Re: Inventory Parts Don't Link With WorldPAC Transfers

Postby BERGMANS1 » Tue Apr 14, 2015 6:06 am

Looks great. When can we make it happen?
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Re: Inventory Parts Don't Link With WorldPAC Transfers

Postby BERGMANS1 » Mon May 11, 2015 8:18 am

Any update on this fix? Thanks!
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Re: Inventory Parts Don't Link With WorldPAC Transfers

Postby Johnny5 » Mon May 11, 2015 8:45 am

That functionality is in a R1 release to be staged for release within a month I would think. It is still being tested.
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Re: Inventory Parts Don't Link With WorldPAC Transfers

Postby BERGMANS1 » Thu Jun 18, 2015 8:38 am

Any update? We have had this problem ever since we upgraded. Just over 10 months at this point.
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Re: Inventory Parts Don't Link With WorldPAC Transfers

Postby Johnny5 » Mon Jun 22, 2015 8:24 am

Good day,

We are still hoping to release this version by the end of Jun. Below is a log of all changes since 6.5.54. All users will be updated to 6.6.7.

Regards,

JD

V 6.6.7
New Shop Hazmat setting to tax and treat Hazmat as Part or Labor

Revision tabs for the customer vehicle can now named by double clicking the revision tab text
Name is stored for all valid revisions
When revision is removed or cleared on transfer, the name is reverted to original name of SubEst1 and so on. Empty revision cannot be named.

Can now Pay/Post Counter sale from WIP screen
Purchase Order Worksheets now show Margin of each item calculated from matrix
Part Item Edit dialog now has editable Margin field, setting a value there will update the user entered sale price to create the desired margin
Customer lookup is now even faster
Customer Screen Vehicle list now shows VIN number in grid; formatted for easily reading the last eight

Invoice and Counter Sale screen now include 'Balance-at-a-glance'; two additional columns in the totals section displaying: 'Deposits' - not visible until a payment is made
'Inv. Bal.' - Invoice Balance due

Added new setting for checking only for matching part numbers when transferring from a catalog (not enabled by default)
Find setting at Shop Data -> Default Settings -> 'Check for Substitute part(s) when transferring from catalogs'
When enabled, transferring parts from a catalog looks for a part# match against inventory, and when multiples are found, the substitute parts dialog is displayed to resolve against inventory.
When selecting an alternate part that does not have enough on hand qty, two lines items will be created to allow for ordering the remaining qty
When not enabled, behavior remains as before

Added ability to recover a customer mistakingly deleted (Configuration -> Special Maintenance -> Recover Deleted Customers)
Inventory Search limit is now user configurable (defaults to 1000): Value can be set from 50 to 5000.
Improved focus cues (for keyboard navigation) to User Interface controls on customer, vehicle, and order tabs
Scroll bars added to Status/Location setup screen
New service (background process) installed on host to ensure Databases are backed-up on a daily basis. Maximum of 3 backups maintained.

Report Changes
Invoice reports show Hazmat on left or right side depending on Tax as labor/part setting
Committed parts reports fixed to no longer cause divide by zero error
Accounting reports standardized with '*** No Cust Name***' for counter sales with no customer
Accounting reports now handle maximum length of first, last, and/or company name
Florida Invoice from history will correctly show 'Invoice from history'
Florida invoice correctly displays balance due when using tire fees
INV Stock Paper report: Taxes will not be broken out unless there are more than one
Sales Summary Monthly report fixed to handle large totals
Low Inventory Report updated to include 'Location' field
Tech Hours report now calculates average effective hours correctly
Service Writer Posted Order Report: Show Service Writer's effective labor rate, Sublet no longer included in labor total (has its own column, and shown in total column) Report is in landscape
Wisconsin Invoice Reports: New "INV w/o Hrs/Part # (WI)" Revision disclaimers included
Tech Hours Report - fixed issue with formula calculating average effective hours
Order screen title bar highlites the last eight digits of VIN number in red
Updated inventory committed part to always stay in sync with open order committed parts

The vehicle list on the Customer screen now shows last in date and mileage in
Sales history dialog for vendors and inventory items updated with cleaner looking graph
Usage of "Update Account Info" standardized to "Update Customer Status" in the application
Line item sequence on revisions is maintained when selling a revision to an order
Behavior of pasting labor line item matches 5.9 and retains customer type when the 'Non standard Labor rate' has been checked
Changing Price Markup Matrix no longer overrides user entered prices in canned jobs or promos
Tire fees are no longer affected when discounts are applied to the order
Fixed 'Red Flagging' Status items in WIP, items will now red flag properly after WIP refreshes
'No Commission' checkbox no longer checks automatically when creating a new inventory record when receiving a part from a PO

V 6.5.57
Updated Canned Jobs Dialog: Now able to transfer multiple canned jobs to order using Ctrl + Left Mouse Click, or by checking check boxes, or using keyboard (shift + arrow keys)
Items selected remain selected until manually unselected (clearing or searching again will not unselect items) Dialog is now resizeable

Grid column headers are now click-able to change sorted field (and sort direction)
Database Restore Utility will now update DMV version of database after backup restored
Transferring items from Catalogs (Estimator, P.O.s) no longer matches parts based on the size (prevents issues finding an Inventory item if the size text was changed)
Handle rounding when multiple taxes applied to order: Corrected order total sometimes rounding off by one cent in reports

Report Changes:
Updated Tech Hours report new column 'Effective' displays the effective rate per labor, technician effective labor rate, and overall effective labor rate
Updated Taxable Order by Tax Category Report to handle large databases without timing out

V 6.5.56
Improved error handling when launching Manager:
If host database is not reachable when starting application, will now show a helpful error message indicating the connection problem.
The refresh button will try to re-establish the connection; otherwise, there is also the ability to change your Host/Database (in the case the host name may have changed)
Using 3 digits of precision for technician rate calculations
Expanded maximum amount of catalog buttons available for use to 15

Report Improvements:
Tech Pay Hours report will now show all technicians correctly when Repair Orders, having vehicles with multiple custom attributes, are present
Improved speed of generating Customer Email by Last Name Report (should no longer time out on slow hosts)
Added new report: Est w/o Hrs-Part No
Removed overlapping text on Florida Inv with Hours/No Rev Data report
Fixed issue with some invoice reports incorrectly showing a $.01 balance due
Removed duplicated labor lines from Tech Worksheet

Added new Setup option to hide estimates from Schedule (Setup -> Screen View -> 'Show Estimates in Schedule')
Order Grid Now includes 'Size' column
Deleting an Inventory items behaves as expected, removing it from parts inventory
Handle negative quantities correctly when editing a part on order
The committed quantity decrements correctly when posting invoices
The quantity on-hand for inventory parts increments with negative quantities
New (blank) orders, no longer switch vehicle when viewing Historical orders and going back to order tab
History Search, invoice tab now has a posted date filter for locating history by date, Optionally, the date filter search may be saved for the next time history search opens
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