Operations (DMS) Updates / Features in this Release
Parts
Bulk Items - Split into Individual Quantities for Inventory and Sale - We have added the ability to take parts from supplier catalogs and split them into individual quantities. An example of this would be a 55 gallon drum of bulk oil for your service department, you can now split this into individual quantities and pricing for inventory and sale.
Parts Invoice Quote - We have added the ability to view Parts Invoices that have been saved without removing parts from inventory as Quotes. In addition you can now filter the invoice list screen to show only quotes.
Invoicing
Mobile Phone Number - We have added Mobile Phone Numbers to our Invoice screens. You can now see both customer phone number and mobile phone number on the invoice screens and invoice printouts.
Reports
Sales Performance Year Over Year - This new report available under the Accounting reports list will provide you with the following month-to-date information:
Unit sales for the period (YoY)
Overall Sales by department for period, current versus previous year
One Page Business Summary - This new report available under the Accounting reports list will provide you with the following month-to-date information:
Sales by type including profit for period
Retail invoice count and profit by department for period
Key Major Unit, PG&A, and Service department stats
Current inventory count and value by type
Lead count by status for period
MU Forms
Multi Unit Quote - This is the same form as the Multi Unit BOS with the following exceptions:
Name is changed to “Quote”
Lienholder name and amount have been removed
API
Additional Major Unit Fields to DX1 API - Add Msrp, Tax, and Fee Fix the Trade-in value
Accounting
Tracking - Track how often dealers are fixing Pinks
Operations (DMS) Bug Fixes in this Release
Accounting
Out of balance accounting entries are sometimes created for charge to MU invoices if there are multiple pats with fractional qtys
Tax JE being incorrectly added for Requested WEs that has been Voided
Newsletter
Newsletters- Unable to export subscribers using the Windows app
Major Unit
Forms XML is including Tax for Parts and Labor in the MUSSLaborTax field should JUST be Tax for Labor, Fees and Sublet
Forms XML Issue: Labor tax is being pulled onto the forms even though it isn't on the deal itself.
The Advanced Search filter for "Featured" MU Inventory does not work, it has been removed as an option from the inventory search but is still available in the listing search
Parts
Parts Invoices with the Sale Type "Installed" are unopenable - logic was added to prevent this
Vendor - Part & Acc. Supplier displays Dealer Number with incorrect value - logic was added to make sure this number is always updated.
Part Invoice - Calculate tax incorrect when combine part invoice in Phoenix or other state there are tax two lines or more
Parts Unlimited Parts not being set as discontinued
Yamaha Parts not being set as discontinued
Cannot add a part item with icon search
Parts Invoices 4836 and 4885 will not open in W10 app
Service
Service Parts - Invoice History Tab will not load within RO
Service Invoice - Cannot add the second new Fee
Service Sales - TSP 100 triggered to print for service invoices in Error
SMS / Email
Email Templates - We have removed the word “click” from all standard email templates in an effort to reduce emails from being flagged as spam or junk.
Email - Display merge code parameter
SMS Notifications - Resolved an issue where Service Notifications were not being sent
System
Win 10 App dropdowns in grids do not work on touch screens
Simplify Azure AD Authentication
Integrations
WPS Order being duplicated - Logic was added to catch this issue and make sure it does not happen in the future
Fix issues with the queries that generate the Honda Financial Reports
Improved API Messaging - differentiate between no results and an error
Lou Pedler
DX1 DMS/Operations Release May 11, 2020
Parts
Bulk Items - Split into Individual Quantities for Inventory and Sale - We have added the ability to take parts from supplier catalogs and split them into individual quantities. An example of this would be a 55 gallon drum of bulk oil for your service department, you can now split this into individual quantities and pricing for inventory and sale.
Parts Invoice Quote - We have added the ability to view Parts Invoices that have been saved without removing parts from inventory as Quotes. In addition you can now filter the invoice list screen to show only quotes.
Invoicing
Mobile Phone Number - We have added Mobile Phone Numbers to our Invoice screens. You can now see both customer phone number and mobile phone number on the invoice screens and invoice printouts.
Reports
Sales Performance Year Over Year - This new report available under the Accounting reports list will provide you with the following month-to-date information:
Unit sales for the period (YoY)
Overall Sales by department for period, current versus previous year
One Page Business Summary - This new report available under the Accounting reports list will provide you with the following month-to-date information:
Sales by type including profit for period
Retail invoice count and profit by department for period
Key Major Unit, PG&A, and Service department stats
Current inventory count and value by type
Lead count by status for period
MU Forms
Multi Unit Quote - This is the same form as the Multi Unit BOS with the following exceptions:
Name is changed to “Quote”
Lienholder name and amount have been removed
API
Additional Major Unit Fields to DX1 API - Add Msrp, Tax, and Fee Fix the Trade-in value
Accounting
Tracking - Track how often dealers are fixing Pinks
Accounting
Out of balance accounting entries are sometimes created for charge to MU invoices if there are multiple pats with fractional qtys
Tax JE being incorrectly added for Requested WEs that has been Voided
Newsletter
Newsletters- Unable to export subscribers using the Windows app
Major Unit
Forms XML is including Tax for Parts and Labor in the MUSSLaborTax field should JUST be Tax for Labor, Fees and Sublet
Forms XML Issue: Labor tax is being pulled onto the forms even though it isn't on the deal itself.
The Advanced Search filter for "Featured" MU Inventory does not work, it has been removed as an option from the inventory search but is still available in the listing search
Parts
Parts Invoices with the Sale Type "Installed" are unopenable - logic was added to prevent this
Vendor - Part & Acc. Supplier displays Dealer Number with incorrect value - logic was added to make sure this number is always updated.
Part Invoice - Calculate tax incorrect when combine part invoice in Phoenix or other state there are tax two lines or more
Parts Unlimited Parts not being set as discontinued
Yamaha Parts not being set as discontinued
Cannot add a part item with icon search
Parts Invoices 4836 and 4885 will not open in W10 app
Service
Service Parts - Invoice History Tab will not load within RO
Service Invoice - Cannot add the second new Fee
Service Sales - TSP 100 triggered to print for service invoices in Error
SMS / Email
Email Templates - We have removed the word “click” from all standard email templates in an effort to reduce emails from being flagged as spam or junk.
Email - Display merge code parameter
SMS Notifications - Resolved an issue where Service Notifications were not being sent
System
Win 10 App dropdowns in grids do not work on touch screens
Simplify Azure AD Authentication
Integrations
WPS Order being duplicated - Logic was added to catch this issue and make sure it does not happen in the future
Fix issues with the queries that generate the Honda Financial Reports
Improved API Messaging - differentiate between no results and an error
*Release # D2020-04-15, D2020-04-20, D2020-04-27, D2020-05-11