Orion Version 4.012 Release Notes
TABLE OF CONTENTS
HERO FEATURES | |||
Module | DR# | Detail | |
System | ORION-12731 | A new Global Search feature has been added to Orion that will provide an efficient way to search multiple areas of the program at once, returning the top 5 results for Invoices, Vehicles, Customers, Orders and Suppliers for the search term entered. Read the KB here for more detail. | |
System | ORION-12806, ORION-12807, ORION-12809 | The Orion User Interface has received a major overhaul that will provide significant improvements to usability. These changes will allow you to navigate around the system and change Modules and Departments without needing to close the windows you are currently working on. See examples and read the KB article here | |
New Add-Ons | |||
Module | DR# | Detail | |
FuelSaver / VEEEL Labels | ORION-12892 | The new FuelSaver add-on will enable you to print NZTA Fuel Saver / VEEEL labels directly from the Sales > Vehicle Maintenance > FuelSaver tab. Read more in the KB article here. | |
Enhancements | ||
Module | DR# | Detail |
Creditors | ORION-12640 | Added a tickbox option to the Online Banking File Creation screen that will allow you to Email the Banking File that is created during the Suggested Payment process. |
Debtors | ORION-12784 | You can now edit the 'Reference' against a transaction listed on the Debtors screen, in the same way you could previously edit the Comment field. |
GL | ORION-12841 | Made the Progressive GL Code Totals windows sizing sticky (so they are any resizing actions are retained next time the window is opened). |
Jobs | ORION-12790 | You are now able to delete parts directly from a Job, without going through previous steps of crediting the parts back to the parts department. Read the KB article here. |
Jobs | ORION-12801 | A part or material posting can now be edited directly from within the job, by double clicking on the posting to open the edit/modify screen. Read the KB article here. |
Marketing | ORION-12359 | The ability to re-arrange columns in the Prospects Listing screen has been added with a right-click menu option Modify View |
Marketing | ORION-12777 | A No Marketing option has been added to the Other tab of the Vehicle Maintenance screen, to stop the respective vehicle from being included in any Marketing/Follow-up activity. |
Parts | ORION-10297 | Statuses can now be set up (in Parts System Setup screen) and used on Parked Invoices in the Parts Department. This is similar to the Status functionality on Workshop jobs. Read the KB article here. |
Parts | ORION-12658 | Improvements made to the Pictures functionality in the Maintain Stock screen within Part Department including the ability to sort and display the images. |
Parts | ORION-12786 | Added the ability to email the purchase order exported file, when using the Parts Purchase Order > Export File function. |
Parts | ORION-12856 | In the Parts module, Parked Invoices and Stock Listing windows can now be resized (click and drag from a window corner). |
Parts | ORION-12866 | A supplier can now optionally have multiple Account Numbers, one per parts department. The account number is used in OrderCentral by the supplier to charge the right account. |
Parts | ORION-12869 | Several improvements made to Label Printing using the Gembox method to better accommodate a wider range of label printers and simplify the process of printing multiple copies. |
Parts | ORION-12913 | Additional fields (Parts - User Defined 4, 5 &6) can now be exported using the PartsExport utility Generic formats. |
Parts | ORION-12914 | .PNG files can now be included in the export routine of the PartsExport utility. |
Parts | ORION-12922 | A tickbox has been added to the Parts Export Utility to Include Pictures when running the export process manually. |
Sales | ORION-12892 | The new NZTA fuel labels can now be printed directly from the Sales vehicle maintenance (FuelSaver tab). |
System | ORION-12632 | You now have the ability to edit SMS messages by double clicking the message to display an edit page. |
System | ORION-12831 | Improvements made to the Purging Old Files step of the System Month End Rollover to speed up this process. |
Workshop | ORION-12737 | You can now search Stock Number using Search Anywhere functionality in the Workshop module (as it has previously worked in the Sales module). Note - this will only work for items added to the Sales department after this change has been applied in update 4.012. |
Workshop | ORION-9917 | Job assembly postings can now be transferred to other assemblies |
Existing Add-Ons - Enhancements & Changes | ||
Module | DR# | Detail |
Farmlands | ORION-12718 | sFTP file upload option has been added to the Transfer Setup tab on the setup screen for the Farmlands utility |
| FuelSaver | ORION-12892 | The new FuelSaver add-on will enable you to print NZTA Fuel Saver / VEEEL labels directly from the Sales > Vehicle Maintenance > FuelSaver tab. Read more in the KB article here. |
Hyundai Service Extract | ORION-12863 | Hyundai service extract has been added for Hyundai service agents. |
Isuzu Service Extract | ORION-12865 | Isuzu service extract has been added for Isuzu service agents. |
Ordercentral (Addon 124) | ORION-12842 | Delivery address fields can now be viewed and edited on the Export OrderCentral Order screen. |
Ordercentral (Addon 124) | ORION-12851 | The OrderCentral addon will now allow the use of suppliers' part numbers outgoing (on orders) and incoming (on invoices). |
Ordercentral (Addon 124) | ORION-12876 | We have added a feature to OrderCentral to enable suppliers to Reject orders and for those sending orders to be able to Re-Send an order (e.g. to resend a previously rejected order). |
OSEE | ORION-12925 | Several fixes and additions have been made to the data fields available in the Orion Standard Extraction Engine (OSEE). |
Renault Service Extract | ORION-12864 | Renault service extract has been added for Renault service agents. |
Bug Fixes | ||
Module | DR# | Detail |
Parts | ORION-12817 | Fixed the logic relating to the application and prioritisation of discount structures in several complex scenarios involving Parts Pricing Structure settings and Catalogue parts. |
Parts | ORION-12850 | Resolved an issue where partially received orders would generate multiple orders for back-ordered items instead of combining back-orders into a single purchase order. |
Rental | ORION-12818 | Resolved an issue with the Search Anywhere functionality within the Rental Contract Listing screen to include Additional Client Details in the search. |
Sales | ORION-12716 | Resolved an issue where 'On Behalf' purchase orders for vehicles were not changing the owner of the vehicle to SALES department as expected. |
System | ORION-12788 | Resolved an issue with emails not sending to the "CC" address as defined in Accounts > Maintenance > System Setup > Email/SMS. |
Utility | ORION-12854 | Updated the 3rd party tool utilised to provide spellcheck functionality to improve the performance and effectiveness of spellchecking operations. |
Workshop | ORION-11910 | Fixed an issue with the credit quantity when doing a workshop partial credit on a labour line and manually entering the amount. |
Workshop | ORION-12495 | Fixed custom forms from displaying a preview of the workshop invoice when selecting the email option |
Workshop | ORION-12694 | Resolved an issue with the SMS and Notes buttons flickering when scrolling through postings of jobs with multiple detail lines. |
Workshop | ORION-12845 | Resolved an intermittent issue causing the Printed "Reset" button to not display as expected when viewing previously printed invoices from another department. |