Orion 4.008 Release Notes
TABLE OF CONTENTS
Business Intelligence (BI) Dashboard allows Orion KPI data to be sent to a portal and displayed into customised dashboards from within Orion. Users will be able to view these dashboards to measure and monitor their financial, workshop, sales and marketing KPIs. For more information see: https://bit.ly/2ZBLAyX
The length of the Reference field in creditor transactions has been extended to 50 characters. To accommodate longer supplier invoice references
An Email tab has been added to Supplier Maintenance > Additional Contacts to enable specific contacts against each supplier to receive email copies of Purchase Orders and Remittance Advice. Replicating similar functionality available in Debtors.
The Search Anywhere function in Workshop Dept > Vehicles will now include Assembly No and NVIC fields in the search.
Increased the number of Follow-ups that can be stored against a vehicle to 50+
DMR and GL Financial Reports can now be exported to Excel files without having Excel installed on the host computer. This primarily benefits Citrix hosted users.
An Email button has been added to the Print menu from within the Parts Purchase Order Maintenance screen.
If the staff name is changed when posting multiple parts to a job using the Batch Entry option, the newly selected staff name will be retained until you have completed posting the current batch of parts to the job. Security settings controlling the ability to change the staff name/sales person on an invoice will also be respected during this process.
Stock management security controls improvements have been applied; based on the existing Parts security settings, unauthorised users will now be blocked from transferring stock if it will result in a negative on-hand quantity.
An option has been added to enter internal notes on to Sales deals, these notes will not print on the customer's invoice.
New PHEV (Plug-in Hybrid Electric Vehicle) fuel type selection has been added to items (vehicles).
Implemented a new security control to the Workshop and Parts tabs of User Security Setup to grant permission to be use the Return function on Purchase Orders.
Further safeguards added to avoid users logging in to the system when an update is being downloaded and/or installed to avoid potential issues with the update installation.
Improvements made to how and when Orion will check for any available software updates.
Security updates have been applied to the NZTA interface.
Security controls have been added to authorise which user(s) can add a new item (vehicle).
Create Support Ticket and Knowledge Base links within the Help dropdown menu have been updated to point to the respective webpages of our new customer support portal.
Option added to the Invoice Printing report, to enable users to print only Unpaid Invoices. This will be useful for the purposes of attaching unpaid invoices to the relevant statements.
When viewing the Job Maintenance screen, text will now display in red font (under the Technician selection) to indicate how many technicians are currently logged into this job. Hovering the mouse cursor over this text will display the name of the tech(s) currently clocked into the job.
Improvements made to the presentation of data relating to jobs spanning multiple days in the diary, such as the count of jobs displayed for specific days, and how the multi-day jobs are represented on the printed Diary report.
A Gross Profit Per Hour has been added to the Margins screen in Quotes, Job Kits and Jobs. This metric can be used when pricing to make sure the correct profit margin and business goals are achieved.
"Do not Print Date on WOF Sheet" checkbox added to System Setup > Forms to stop the Inspection Date from printing on WOF Sheets.
New optional add-ons
Additional data has been added to our generic export utility. Additions are:
-All makes of vehicles can now be included in the data extract. Previously there was a limit of up to 5 makes.
-All suppliers/vendors data can be included when exporting Parts stock data.
-“Hours Charged” has been added to the service data exports
Updated the eRoad Reading Import interface to allow the download of more than 200 items at a time.
Husqvarna Ordering Interface
The newly added Husqvarna ordering in Orion provides a mechanism between the Orion and Husqvarna parts ordering systems to reduce double entry (of data), and to improve data accuracy.
Users can now view the configuration and API key details for the Gembox Interface in System Setup > Forms > Custom Forms Setup
“Make”, “Model”, “Variant”, “Rego”, “VIN” & “Chassis” fields have been made available for use on customised (Gembox) Sales Vehicle Purchase Order forms.
The JOB-TXTBODY field has been made available for the customised (Gembox) JobCard for Remote Workshop.
Format changes to the Mercedes Export file have been made to accommodate longer service advisor names and field added to the Department Dealer Code Setup screen to define a specific Workshop Name that will override the default Dealer Name for the selected department.
Resolved an issue with the alignment of certain fields on PDF invoices with watermarks that were greater than 1 page in length.
Resolved an issue where an apostrophe input into the Search Anywhere field on the Debtors list screen could cause an error to display.
Resolved an issue with On-Hold customers being included in Marketing Promotions despite the filter being set to exclude them.
The layout of columns rearranged by using CTRL+ALT+D, in the Rental Item Listing screen, can now be retained when you return to this screen in the future. To retain the layout, ensure you Save the redefined column layout.
Resolved an issue with the cost calculation of the Rental > Reports > Rental Summary Report (Summary) when a Rental Group filter is applied.
Resolved an issue for Citrix hosted sites with exporting budgets; Accounts > General Ledger > Budgets > Export
Enhancements made to improve the speed of changing between modules and/or the main menu.
Improved the speed of generating the Management Summary Report under certain scenarios.
Changes made to how several screens are displayed that in some scenarios previously appeared to flicker.
Regarding Order Approvals; an additional check has been added to the order posting (item). After approval if the cost is increased (regardless of the users limit) the order will be reset. Requiring Approval again.
Changing a customer keycode will now also update the Driver, Charge To and/or Lease Co fields stored against their respective Items.
Resolved an issue with the display of the Customer Sales and Supplier Purchases graphs.
Resolved an issue where the Vehicle Listing was not exporting to the defined Default File Location.
Resolved an issue with large sections of memo text printing on the second page of the repair order unexpectedly.
If a part number is changed on a job kit when it is posted to a job, based on the 'Change on Transfer' option being enabled, the newly selected part will be repriced according to the appropriate customer price level when added to the job postings.
Resolved an issue where all approvers were listed in the Audit log for Purchase Order approvals, even if only one approver had been selected.