Orion Version 4.010 Release Notes
TABLE OF CONTENTS
Enhancements
HERO FEATURES | ||
Module | DR# | Detail |
OSEE Extract | ORION-12730 | OSEE – Orion Standard Extraction Engine This addon is a tool, to export more detailed transactional data out of Orion to be used by 3rd party tools for purposes such as benchmarking, reporting, customer dashboards etc.
For full details on this new feature, please click on THIS LINK: |
| Creditors & Debtors | Multiple (refer to detailed enhancements below) | Credit Matching Improvements - Extensive improvements in both Debtors & Creditors modules to simplify credit matching operations and enable users to fix prior mistakes that have gone into history.
Several of the individual changes are detailed in the release notes below.
See this KB article for an outline on the credit matching process, making use of some of the new improvements: |
Module | DR# | Detail |
Creditors & Debtors | ORION-10007 | Performing a fix for a debtor/creditor balance mismatch will now retain the fix details in the control log, to provide an audit of the changes. |
Creditors & Debtors | ORION-12680 | The following screens can now be expanded and resized (screen dragged to make bigger) |
Creditors & Debtors | ORION-12682 | Debtor & Creditor credit matching will now retain the tagged transactions when exiting the screen. This change effectively parks the tagging to allowing you to navigate away from the screen and come back with your work saved. |
Creditors & Debtors | ORION-12683 | There is a new Un-Match option when viewing the match details of postings (current and history). This button will quickly reverse the matching links (payment to invoice) and reinstate the balance on all reversed transactions. |
Creditors & Debtors | ORION-12684 | Transactions can now be unmatched from the Debtors/Creditor history screen. Un-matching historical transactions will move them into the current screen where they can be reallocated as required. |
Creditors & Debtors | ORION-12686 | The Credit Match screens can now be sorted by the column headers. Clicking on the header sorts by the column in Descending order (+), a 2nd click by Ascending order (-). |
Creditors & Debtors | ORION-12687 | Search Anywhere has been added to the following screens, allowing users to quickly find transactions by using a reference or amount: |
Parts | ORION-12702 | 2 additional Generic parts exports have been created for sites wanting to export and FTP their parts stock export file to multiple recipients (e.g., multiple e-commerce websites) |
Reports | ORION-12725 | Enhanced the Financial Reports (Export to Excel) export so that any numbers are recognised (formatted) as numbers by MS Excel, rather than Text. |
Sales | ORION-12675 | Notes button font will now to change to Blue when staff notes have been added to a deal. |
System | ORION-12375 | A new checkbox option Run Auto Updates has been added to the User Security Setup > General tab Click on THIS LINK for information how to run updates. |
Utility | ORION-12673 | A new Proparts Parts FTP export format has been added. |
Utility | ORION-12711 | Additional verification process added to check data backups are successful when performing rollovers and updates. |
Workshop | ORION-12537 | Added a new print option to the Diary, to be able to print the diary with separate pages for each technician. This requires the technician to be allocated to the job prior to printing and the Diary is sorted by Technician. |
Bug fixes
Module | DR# | Detail |
Cashbook | ORION-12713 | Fixed an issue with the quick-key shortcut ALT+B in the cashbook. This combination will now move the cursor to the Payee field. |
Creditors | ORION-12554 | Fixed a display issue on the “No GST” GST report, previously causing purchase order credits to be omitted. |
Jobs | ORION-12572 | Fixed an issue with Job User-defined fields set to a time; previously these would not print correctly on the Diary report |
Jobs | ORION-12576 | Resolved an intermittent issue causing postings to be mixed up when a Job Kit and Library text were both linked to a Job description. |
Parts | ORION-12571 | Fixed an issue transferring serialised parts to other departments. In this scenario, the quantity will now be forced to be 1. |
Parts | ORION-12705 & ORION-12706 | Resolved an FTP issue with Honda & Repco ordering |
Parts | ORION-12710 | Fixed an issue when a part number is changed and the historical Parts Sales History was not displaying. |
Reports | ORION-12721 | Fixed an issue with the workshop Vehicle Listing (User Defined) report. A Query filtering by User-defined field with Query Operation "Begins With" was not working. |
Sales | ORION-12582 | Fixed a display issue when viewing sold items that are linked to a Rig. Some fields in the vehicle combined tab view were not displaying data |
Workshop | ORION-12695 | Fixed issue with the scrolling of WIP Listing being slow. Was caused by a check on the number of technicians clocked on jobs |
Workshop | ORION-12723 | Resolved an intermittent issue where a Job SMS sent to a technician may display the incorrect technician's name. |
Workshop | ORION-12743 | Resolved an error during duplication of technician rates, resulting in the error message “Can’t enter technician rates cannot insert duplicate key”. |