Orion Version 4.016 Release Notes
Introducing eWOF Electronic WOF Checksheets!
TABLE OF CONTENTS
HERO FEATURES | ||
| Module | DR# | Detail |
Smartcheck | Orion-13531 | eWOF Electronic WOF Checksheets! |
Highlighted Enhancements:
- Technicians can now optionally change the Job Status when clocking out, to help keep the front of house updated on job progress.
- We have added the ability to view images in Orion desktop that were added from webWorkshop.
- You can now add Supporting Documents to Creditors History:
Enhancements | ||
Module | DR# | Detail |
Creditors | ORION-12759 | When matching multiple Orders from Creditors, we have added a selection screen so the Admin user can choose which Order to view. |
Creditors | ORION-13333 | You are now able to right-click a creditor history transaction to add Supporting Documents. |
Debtors | ORION-12380 | Watermarks will now print on debtors sundry invoices. |
GL | ORION-13227 | Added detail to GL Batch Posting to clarify the month and year of the last and current financial years end. |
GL | ORION-13387 | Added search capability to the Progressive GL Code Totals screen. To search, you simply type GL codes into the search field and press Tab (not Enter!) |
Jobs | ORION-12929 | Added the ability to modify keycodes for library text and job kits by clicking on the pencil beside the KEYCODE field |
Jobs | ORION-13392 | The setting to Force Order Numbers was too restrictive in the Workshop, leading users to input irrelevant characters to bypass the restrictions. So the following changes have been made: |
Orders | ORION-12523 | The Order No. for goods ordered will now be displayed in Assembly Jobs. |
Orders | ORION-13114 | Changed the Vehicle Stock Order item screen to allow the Pricing (Exclusive, Inclusive) to be selected via clicking the column header. This brings this screen in alignment with the rest of Orion |
Parts | ORION-11977 | Added the ability to load multiple deposits in POS, including a deposit history window and the ability to refund deposits. |
Parts | ORION-13178 | Alternate Parts will now display across all parts departments regardless of which department they were loaded in. If the alternate displays in the other department, then the on-hand will display, otherwise it won't. This should help in maintaining and displaying alternate parts across the entire business. |
Parts | ORION-1573 | Added two new security settings that prevent a user from either viewing and/or maintaining pricing structures within the Parts module |
Parts | ORION-8683 | New security option has been added for allowing or disallowing Stock Adjustment. |
Rental | ORION-13366 | Changes made to speed up the Rental Item Availability screen (opening). |
Reports | ORION-13256 | Changed the priority of e-mail addresses when emailing reports, so the priority is if the User email address is blank use the Department setting, if this is blank, use General setting. |
Reports | ORION-13406 | Customer Keywords have been added as a filter to the Vehicle Follow-up Listing report. One use of this filter is to only include customers in a particular area. |
Sales | ORION-9633 | The prospect name is now displayed in the Prospect Task Maintenance screen. The prospect details can also be viewed and edited from this screen. |
System | ORION-13335 | Added the ability to view Images in desktop Orion that were loaded via webWorkshop. You can also now modify images via both web and desktop. |
Workshop | ORION-10420 | Technicians can now optionally change the Job Status when clocking out, to help keep the front of house updated on job progress. |
Workshop | ORION-12895 | Vehicle details e.g. VIN, Chassis, Reading will now display on Estimates/Quotes similar to an Invoice. |
Workshop | ORION-12926 | Added "Current + Invoices" option when clicking the Statements button on the Debtors screen, to include invoices when printing/emailing statements. |
Workshop | ORION-13317 | Additional filters and options have been added to Stocktake in the Workshop module to align with the functionality available in the Stocktake in the Parts module. |
Workshop | ORION-13453 | Added Stock Departmental Comparison feature that was in Parts module to the Workshop module under the Misc dropdown menu, allowing the quick comparison of stock items between workshop departments. |
Workshop | ORION-13454 | The Auto Add function available in the Parts module has been added to the Workshop module, set up from the Auto Add tab when editing a Stock Analysis Group, allowing the instant creation of stock to other workshop departments. |
Workshop | ORION-13470 | Added the ability to search by Fleet No. and display Fleet No. column in the Workshop Invoice Listing when Fleet add-on is enabled. |
Existing Add-ons - Enhancements & Changes | ||
Module | DR# | Detail |
Gembox | ORION-13474 | Resolved an issue where gembox was not printing labels for part numbers with the slash and asterisk characters (/, *,\) |
OSEE | ORION-13258 | Added the ability to export OSEE files without the date in the file name |
OSEE | ORION-13452 | We have amended the csv extract to include up to 50 user defined fields |
Bug Fixes | ||
Module | DR# | Detail |
Creditors | ORION-13415 | Resolved an issue where bank file would be generated but not emailed when using SMTP |
Creditors | ORION-13417 | Customer and Creditor payment tagging now retains the cursor position when there are multiple transactions with the same date. |
Creditors | ORION-13466 | Resolved an issue where GL records were not being inserted after unmatching a creditor record |
Jobs | ORION-13174 | Fixed an issue where customer keycodes similar to "assemblies" could not be added to a job. |
Jobs | ORION-13432 | Fixed an issue where the debtor’s payment screen displayed for an internal customer when splitting a workshop invoice. |
Jobs | ORION-13459 | Resolved an issue where using the Batch Entry function to add parts to a job would not highlight the last part added |
Jobs | ORION-13462 | Resolved an issue where parts added to a kit header would not be credited correctly and credit transactions would not appear for the part when performing a credit invoice. |
Jobs | ORION-13477 | Resolved an issue where Job Kits line prices would be different if the parts/materials were posted individually. |
Orders | ORION-13484 | Resolved an issue where the Sales Service Order listing was taking a long time to open |
Parts | ORION-13252 | Exclusive to Inclusive prices now calculate better, preventing rounding when invoicing. |
Parts | ORION-13416 | Reference for a Back Order stock transaction now points to the order in which the part was received. |
Parts | ORION-13461 | Under certain circumstances, a serialised part would not display as returned to the supplier in the serial number transaction screen. This has now been fixed |
Parts | ORION-13476 | Added an extra digit to be displayed for the Markup % in Parts Maintenance |
Parts | ORION-13490 | Resolved an issue where when running Global Data Changes, the supplier would change but the suppliersysid would retain the previous supplier’s ID |
Parts | ORION-13510 | Resolved an issue where the stock ageing report would incorrectly calculate the values for stock over 3 years, resulting in an incorrect final total |
Parts | ORION-13519 | Fixed Global Search to display correct parts department stock when opening it from the result. |
Rental | ORION-12868 | Resolved an issue where the Depreciation costs within the Rental Performance report were being duplicated, resulting in profit/loss being calculated incorrectly |
Rental | ORION-13198 | Resolved an issue where when reselecting a part in Rental > Contracts, the retail price would not be updated correctly, resulting in the incorrect price for a posted part line |
Sales | ORION-13393 | Resolved an issue when the security setting for Create Service Order for Sold Item is unticked, the system would still incorrectly add a posting to an order and insert a record into the stock costings. this is now prevented when the checkbox is unticked. |
Sales | ORION-13471 | Resolved an issue where clicking on Refresh Details in the Sales module would not update the Fuelsaver details of a vehicle |
System | ORION-13445 | Resolved an issue when using the Copy function to copy a User would give the copied user different security settings. |
System | ORION-13485 | Added a global flag to determine whether a part can continue to be sold when out of stock, or not |
Workshop | ORION-13379 | Resolved an issue where when a site is set up for Cost of Sale in GL, the GL batch would not be inserted into the GL journal when updating stock from a Stocktake |
Workshop | ORION-13447 | Resolved an issue where the price of a part line posted on a job in a prior period could not be edited if the system was rolled over |
Workshop | ORION-13518 | Resolved an issue where user would be unable to tick/untick whether an e-mail would be sent to split invoices if more than 2 split invoice customers existed. |