Version 24.07 Updates

Contracts

*FIX* Issue: When cancelling a contract before the commission records were created, negative commission records were not created and cancel contract record(s) were not created. This issue was resolved.

Dealers / Lots

*FIX* How Inventory is applied to the different categories has been changed. 

• New and Pre-Owned totals will no longer include buildings already counted in moving in/out categories
• New total will not include buildings manufactured, but not yet on the lot
• Production will now include buildings not manufactured and manufactured, but not yet delivered to the lot

Materials Inventory

*FIX* Issue: When filtered by a single plant, then completing a search, the search would show items from all plants. Resolved: Find will now contain the found set by the plant selected on the filter, if selected, otherwise it will show all items that fit the search criteria.

Products

*FIX* Issue: On a custom build quote, if an option is available on a product, but there is an error in the min/max available for that option, the option will add to the quote, carry over correctly to the contract, but fail to be added to the product. Temporary solution: If the # of option lines on a contract DO NOT equal the # of option lines on a new Prodcut, above the options portal, you will see a warning in red. Permanent fix to come soon.

Quotes

*FIX* Issue: Occasionally, split commission records were coming through without a frequency set. This stemmed from being incorrectly set (ie, missing) during setup on the Dealer Lot. Resolution: Red "Required" text has been added to the frequency field on the Dealer Lot (Preferences Panel), as well as on the Split Commission portal on Quotes (Payment Panel) and all Sales Commission Reports will include records without frequency set.

Dealer Lot, Preferences Panel:

 Quote, Payment Panel:

Reports

1. Awaiting Move, Awaiting Delivery, and Awaiting Repo reports all include driver and dealer search and filter options.
2. *NEW* Awaiting Welfare Check Report
3. *NEW* Completed Welfare Check Report
4. *CHANGE* With the addition of the Welfare Check reports, welfare checks have been removed from awaiting report, completed delivery, and completed repo reports.
5. *FIX* Unpaid Sales Commission Report was incorrectly pulling the payment frequency based on the dealer lot default, instead of the frequency set on the commission record. This has been resolved. (See fix under Quotes for added protection/warnings). Additionally, commission records WITHOUT frequency set were not showing up, so now records with missing frequency will now show regardless of the type selected when running the report.

Pickup/Repo/Welfare Check

The Pickup tab has a new layout. Please see below for an overview.

Version 24.07    |    Beta Release: 04/02/2024    |    Client Release: TBD