What's new in Orion: From 30th April 2021
Enhancements
|
Module |
DR# |
Detail |
|
System |
12368 |
If unable to login to Orion, an option to see the Support Centre contact details is now available on the Orion login screen via a Helpdesk Details option (yellow question mark). |
|
System |
12448 |
A new Purchase Order export has been created for the Medius Accounting system. |
|
System |
12457 |
A new method of sending emails via SendGrid has been added. This is particularly useful for those encountering issues with their current provider. |
|
Accounts |
8536 |
A warning has been added to the cashbook reconciliation screen to notify if a reconciliation for the same Recon Date has already been created. If the reconciliation is then completed with the same Recon Date, an entry is added to the control file. |
|
Accounts |
9809 |
When accessing the Statement Archive screen in Debtors, the most recent folders now show at the top as opposed to alphabetical order. |
|
Accounts |
12422 |
The Asset Serial Number is now included when exporting the Asset Depreciation Schedule Reports to Excel. |
|
Accounts |
12474 |
When emailing statements, the Customer Keycode is now included in the Email Subject. |
|
Workshop |
12273 |
An entry is now added to the Control Log in Accounts > Enquiry menu if a workshop job is deleted. |
|
Workshop |
12389 |
Mercedes Service Data Extract changes to comply to the new format. |
|
Workshop |
12441 |
The option to create new item makes and models has been added to Remote Workshop (webOrion). Previously this could only be done in Orion desktop. |
|
Workshop |
12480 |
An option to Delete/Clear active users has been added for when the Workshop Open Jobs screen shows that the Job Is Currently Open On Other Terminal(s). |
|
Sales |
8879 |
A Sort By option of Type has been added to the Sales Margin Report. |
|
Sales |
9686 |
The Search Anywhere field in the Vehicle/Item Listing screen has been increased to allow for the searching of VIN numbers. |
|
Sales |
10850 |
A new Service Order Report has been added to the Sales Module to enable reporting on service orders. These can be sorted by various options including Cost Categories. |
|
Sales |
10973 |
When adding an item to a Sales Deal, and that item is already loaded on a deal, a message will now appear to advise this. |
|
Sales |
12131 |
The Sales Order button is now available in the Deal Maintenance screen for Accepted deals. Previously it was only available for In Progress deals. |
|
Rental |
12388 |
The process for emailing a rental invoice at the point of invoicing has been streamlined to reduce the number of steps needed. |
Fixes
|
Module |
DR# |
Detail |
|
Accounts |
12226 |
In certain circumstances, transactions were still showing in the Banking Listing report even though they were no longer in the Banking screen. |
|
Parts |
12497 |
The functionality to Retrieve New Orders from Repco was not working correctly. |
|
Workshop |
12413 |
Technician transactions were not showing in the Labour Analysis (Detailed) report if the item on the job had a lower-case letter in the rego. |
|
Workshop |
12420 |
When creating a parts transfer from the Suggested Buy Listing screen in the Workshop, the transfer list was not being populated with the parts. |
|
Workshop |
12447 |
When a job spanned multiple days, the Work in Progress Listing report (printed from the diary) was showing the total hours on the job as opposed to the hours allocated to that day only. |
|
Sales |
11999 |
When modifying an item on an order in Sales, where the item had not been received but the rego had already been entered, a message was incorrectly appearing saying that the item was already in stock. |
|
Sales |
12432 |
If a cost price adjustment was completed after the date an item was sold, the Sales Costing Report (Detailed) was showing the incorrect purchase price. |
Installation instructions
When the update is ready, you will be prompted to install the update when logging into the system. Or, go to Accounts, Help and Check for Updates to check manually.