SAM Version 6.028 Release Notes
TABLE OF CONTENTS
Hero Features | ||
| Feature | DR# | Detail |
Jobs | SD-8027 | New Minimum Job Margins functionality has been added that will allow users to define minimum margin settings for Labour, Orders, Parts, POS Materials as percentages and GP Margin as a dollar value. Warnings will display when attempting to sell below the defined margins. <<Read the KB Article Here!!>> |
| Invoice | SD-8156 | You can now archive 7+ year old invoices by going to System Setup > Job > Archive Invoices. The invoice archiving will be logged in Enquiry > Archived Invoice History. <<Read the KB Article Here!!>> |
Enhancements | ||
Module | DR# | Detail |
Invoice | SD-8286 | Added the ability to add and view supporting documents in the creditor’s history postings |
Invoice | SD-8337 | To avoid unapproved changes to account customer contact details, unless a customer is set up as a CASH customer, the invoice email address field, on the Invoice Enquiry screen is now greyed out. If the customer is a CASH customer, the invoice e-mail address field can be modified. |
Invoice | SD-8347 | On the Credit Invoice > Modify Credit Posting screen, the text has been changed from "New Qty" to "Credit Qty" to more accurately describe the change that will be applied. |
Jobs | SD-8027 | New Minimum Job Margins functionality has been added that will allow users to define minimum margin settings for Labour, Orders, Parts, POS Materials as percentages and GP Margin as a dollar value. Warnings will display when attempting to sell below the defined margins. |
Jobs | SD-8125 | The tab order when creating a job, has been changed when the job number is 0 to go from customer to vehicle only |
Jobs | SD-8193 | Assembly jobs now share the same Job Statuses as regular jobs |
Jobs | SD-8194 | Added the ability to change the contact details in the job while retaining original customer contact details |
Jobs | SD-8313 | Added job start date and job start time label references to Job Label Printing |
Orders | SD-8121 | We have removed the automatic Create Credit Invoice popup when creating a return as this is typically too early, and you are not yet ready to do the creditor invoice at this stage. |
Orders | SD-8122 | Added the ability to return procured items to stock directly with a "new stock" option when returning or deleting parts ordered |
Payments | SD-8314 | Added the ability to make future payments (only for SAM X). |
Quotes | SD-7932 | A warning message now displays when converting a quote to an existing job for customers |
Quotes | SD-8165 | Added a 1, 3 and 7 year filter beside the search options on the Job and Invoice Enquiry screen. |
Quotes | SD-8309 | Users can now adjust total cost on quotes by 1 cent with a +/- adjustment button |
SmartCheck | SD-8187 | Added Disclaimer URL to footer of Smartcheck checksheet page |
SmartCheck | SD-8189 | When a user makes changes to Label, Authorisation or Expiry date for a WOF checksheet, it is now recorded in the control log |
SmartCheck | SD-8216 | When the Smartcheck add-on is enabled, the WOF check sheets checkbox in Maintenance> General> Helpdesk will automatically become checked |
SmartCheck | SD-8297 | When "I perform WOFs" in Smartcheck is enabled, the old WOF report in workshop report listing is now disabled and does not appear in the list as it is obsolete. |
SmartCheck | SD-8303 | Added the ability to print/email checksheets from within a job. |
SmartCheck | SD-8318 | Added the ability to only update WIP vehicles, this is important for sites with over ten thousand vehicles as the API would normally time out when trying to upload all, resulting in not all jobs appearing in Smartcheck |
SmartCheck | SD-8386 | With NZTA approval, the signature field has been removed from the WOF Checksheet when using Smartcheck eWOF. The signatures are no longer required in the paperless eWOF workflow, NZTA will be updating the VIRM documentation accordingly. |
System | SD-8174 | Driver’s license expiry date will now display on Loan item form |
System | SD-8185 | NZTA pricing displayed within the application updated in line with current (website) pricing. |
System | SD-8357 | Added the ability to resize the main SAM window |
System | SD-8385 | An entry will now be added to the Control Log when performing archive invoices function |
Time Clock | SD-8262 | Increased the character limit for comments, when clocking out of time clocking. |
Vehicle | SD-6934 | The position of the 'sold (no marketing)' flag on the Maintain Vehicle screen has been moved higher up in the maintain vehicle screen |
Xero | SD-8036 | Added the functionality when a POS invoice has no batch number assigned to it, the user can right click the invoice and post it to Xero |
Xero | SD-8210 | Added Warning message and ability to select date when purging Xero batches. |
Bug Fixes | ||
Module | DR# | Detail |
Cashbook | SD-8135 | Resolved an issue where when running a reconciliation, the balance in cashbook would not be correct |
Creditors | SD-8371 | Resolved an issue where suppliers who had any notes present could not be found by the search anywhere function |
Emailing | SD-8169 | Resolved an issue where a previously used customer keycode would be used and displayed in the e-mail log when e-mailing subsequent reports |
Invoice | SD-8222 | Resolved an issue where emailing outstanding invoices in a prior period would not work correctly due to the e-mail address not being found |
Invoice | SD-8299 | The mobile field has been moved upwards and baseline header down marginally to fit all text on invoice |
Job Kits | SD-8356 | Resolved an issue where adding both parts and orders to a kit would cause the orders to duplicate the code used for the part |
Jobs | SD-8141 | Resolved an issue where when receiving a PO on a job, adding another labour or part line to the job would incorrectly be inserted underneath this PO instead of the highlighted line |
Jobs | SD-8211 | Resolved an issue where the previous job card email address was intermittently carrying across to the current job card. |
Jobs | SD-8230 | Resolved an issue where margins were not visible for assemblies |
Jobs | SD-8240 | Resolved an issue where an error message would display when adding a customer to a job, searching for a customer that doesn’t exist then clicking close. |
Jobs | SD-8245 | Resolved an issue with retrieving correct customers details in maintain a job when changing customer. |
Jobs | SD-8248 | Resolved an issue where the Confirm Booking/Job Finish and Job Details buttons were missing from the SMS option on the Job Maintenance screen. |
Jobs | SD-8260 | Resolved an issue where if a customer's email field was left empty, after entering the vehicle REGO and pressing TAB, it would move to an incorrect field |
Jobs | SD-8352 | Resolved an issue where charge amount for labour was not displaying correctly in the split invoice allocation window |
Orders | SD-8170 | Resolved an issue where a PO would be incorrectly flagged as "credit matched" even though all lines were not credit matched. |
Orders | SD-8192 | Resolved an issue where the reference entered into the creditors invoice date window would not correctly go into the comment field of the finalized PO |
Orders | SD-8231 | Resolved an issue where a communication error would occur when trying to add requests to Parts Trader |
Parts | SD-8244 | Resolved an issue where when viewing parked invoices within Point Of Sale, the insert, change and delete buttons were missing in the window. |
Parts | SD-8274 | Resolved an issue where the GST figure doubled up on the PO when printed on Watermark PO. |
Parts | SD-8315 | Resolved an issue where the job retains the old PO number instead of the new Backorder number. |
Parts | SD-8368 | Resolved an issue where invoices could not be opened from the stock transaction browsing window |
POS | SD-8321 | Resolved an issue where part numbers were not printing on an invoice using POS printer option |
Quotes | SD-8166 | Resolved an issue where in quotes, changing the source of an order from order to stock and converting the quote to a job would incorrectly display the posted line as an order |
Quotes | SD-8298 | Resolved an issue where the variable to hold numerical values was too small, resulting in an incorrectly displayed value |
Quotes | SD-8369 | Increased character limit to 20,000 for the message body for quotes when emailing to customers |
Reports | SD-8252 | Resolved an issue where the "No GST" report displayed “Income” instead of “Expense.” |
Reports | SD-8342 | The technician performance report has been updated to be more legible and easier to read and understand. |
Setup | SD-8176 | Resolved an issue where the parts user-defined field did not align with the information field box. |
Setup | SD-8359 | Resolved an issue where user defined fields 2 and 3 were copying the value from user defined 1 in customer maintenance |
SmartCheck | SD-8267 | Resolved an issue where changing the customer in SAM was not updating he customer/vehicle in Smartcheck |
SMS | SD-8251 | A change has been made to display an error message on the Show SMS Usage screen if no SMS messages have been sent for the current month. |
System | SD-8294 | Resolved an issue where if the system was not rolled over, jobs and invoices were showing the incorrect dates |
Utilities | SD-8150 | Updated Workshop.dll new procedure ResetSAMIni called from all home pages to reset the ini file |
Utilities | SD-8345 | Resolved an issue where running a data export and then performing any action afterward would cause the system to crash |
Vehicle | SD-8201 | Resolved an issue where the Job’s User Defined 3 field did not accept the date format |
WorkShop | SD-8205 | Resolved an issue where the wof checksheet log was not available in the enquiry dropdown list for non-Smartcheck users |
WorkShop | SD-8209 | Resolved an issue where the email address was not added to the job when using registration search to add the customer and vehicle to the job. |
WorkShop | SD-8335 | Resolved an issue where column headers were not displaying correctly. |
WorkShop | SD-8355 | Resolved an issue where on some Pro Forma Invoices the text was being cut off by the border, text has been moved slightly to prevent this. |
Didn’t find what you were looking for?
Our Support team are here to help, you can reach us by submitting a support ticket