TABLE OF CONTENTS
Enhancements
Module | DR# | Detail |
Creditors | SD-7817 | Email and Export to PDF functions have been added to the Creditors Suggested Payment Summary report |
Creditors | SD-7847 | Search Anywhere functionality on the Creditors screen will now include partial number matches within the Comment field. |
Debtors | SD-7579 | Customers set to On-Hold will now display this in the Quotes/Estimates screen. |
Debtors | SD-7810 | Email options in the customer Contacts screen have been changed to include Pro-Forma invoices on the "CC this contact on the following" option for Invoices. |
Diary | SD-7841 | Enhancements made to improve the Diary screen loading time. |
Diary | SD-7870 | Work in Progress Listing report will now show details of Loan Vehicles in italic font. To make it more clear which is the vehicle to be worked on. |
Jobs | SD-7784 | The option to maintain the total charge of a part will now display a warning when changing the quantity of a part belonging to a Job Kit. This is to highlight the total charge will not be adjusted. |
Jobs | SD-7793 | A new option has been added when printing Pro-Forma invoices to Hide Discount. |
Jobs | SD-7862 | Added a new “on WIP” field in the Maintain Stock screen, to display the quantity of a particular part currently allocated to Work in Progress jobs. Handy when allocating parts to future jobs that potentially could be sold to a customer needing it immediately and re-ordered for the upcoming job. |
Orders;Xero | SD-7913 | Improvements made to retain the original order in SAM when processing a back-order in a Xero interfaced (SAM-X) system. |
POS | SD-7934 | Added an option to export the POS Sales Analysis report to Microsoft Excel |
Quotes | SD-7850 | Quotes/Estimates will now print all the additional vehicle User Defined fields that have been selected to print in the System Setup. |
Quotes | SD-7582 | Part numbers can now be selected when loading orders onto Quotes/Estimates. The part number is retained when creating the order during the "convert to job" process |
Quotes | SD-7883 | Added the option to display labour discounts on Quotes/Estimates |
Quotes | SD-7094 | The option to add additional postings to a Job Kit to increase the kit total charge amount has been added to Quotes/Estimates |
Reports | SD-7922 | Purchase Order Listing report has been improved with additional Raised By and Part No filters and an Export to Excel option. |
SMS | SD-7752 | When sending bulk SMS messages a warning will display showing your plan and current usage, to avoid going over your plan limit. |
Stock | SD-7868 | Adjustments to the layout of the printed Purchase Order form, to accommodate more characters in the Bin Location field. |
System | SD-7725 | New filter options for date range, user, errors only along with a search have been added to the email log. |
System | SD-7763 | Created a link to our T&C's in the Help menu |
System | SD-7860 | To avoid issues caused by antivirus software interrupting the successful application of software updates, SAM will now check the program files and database are the same version and prompt the user to update where required. |
System | SD-7887 | Our contact details within the SAM HelpDesk Info, displayed when clicking SAM Support on the top menu of SAM have been updated. |
System | SD-7940 | Additional safeguards have been added to better manage failures in the month-end process. This includes additional warning messages requiring user input to cancel or continue the rollover and detailed logging within the Control Log to record errors that occur during the Month End backup process and the subsequent user action. |
WorkShop | SD-7892 | The respective Job Status colouring will now display in the Assembly Work in Progress Listing as it does in the standard Work in Progress listing for jobs. |
New Optional Add-ons
Module | DR# | Detail |
Hyundai Service Data Export | SD-7963 | Hyundai service extract has been added for Hyundai service agents. |
Isuzu Service Data Export | SD-7964 | Isuzu service extract has been added for Isuzu service agents. |
Renault Service Data Export | SD-7965 | Renault service extract has been added for Renault service agents |
Xero | SD-7943 | When a customer has no outstanding balance in Xero, the system message has been changed to now display "Xero Outstanding Balance: $0.00". |
Xero | SD-7628 | Xero Add-on - A new option to adjust a Creditors invoice posted to Xero by .01 for rounding has been added |
Xero | SD-7815 | Additional checks to make sure the Xero contact is active and not archived have been added when creating and invoicing a job. A warning screen will prompt, giving a user with the right access the ability to open Xero and un-archive the contact. |
Xero | SD-7839 | The customer's full set of details will be included when posting invoices to Xero. This will allow the SAM data to create new Xero contact records with a full set of information where required. |
| Xero | SD-7913 | The backorder process has been improved to better align with Xero and help track orders that result in multiple backorders. Now the original PO will be retained with the original order number and outstanding parts on back order, and new orders will be created for the finalised (received) items. |
Bug Fixes
Module | DR# | Detail |
Creditors | SD-5987 | When modifying a supplier keycode, the system was not updating the supplier keycode linked to the Repco interface. This has now been fixed |
Debtors | SD-7819 | Fixed an issue with the date of a transaction in Debtors, when recharging POS invoices from a prior month. |
Diary | SD-7859 | Resolved a display issue where the Diary screen had unexpectedly increased in size following a recent update. |
invoice | SD-7865 | Fixed a recent focus issue to ensure keyboard arrow keys can be used to navigate through transactions as soon as the Invoice Listing screen is opened. focus issue in the Invoice Listing screen. |
Job Kits | SD-7790 | Resolved a recent issue causing summarised Job Kits to print above Job Text. |
Jobs | SD-7782 | Resolved an issue in the calculation of a Work in Progress job's Total price when certain changes are made to labour discount and write-off values. |
Jobs, Labour | SD-7907 | Resolved an issue where the Labour Category was not being changed correctly when using the Labour button, on the SAM top menu, with Batch Entry. |
Parts | SD-7576 | Fixed a display issue in purchase orders where a part quantity over 9,999 did not display completely on the printable purchase order forms. |
Orders | SD-7949 | SAM will now hide the Credit Matched flag on Purchase Orders if the system package excludes creditors. |
POS | SD-7843 | Resolved an issue where editing a Parked Invoice and closing the Parked Invoice screen with the "X" button would leave the content of that Parked Invoice on the POS sales screen. |
POS | SD-7875 | Resolved an issue where POS invoices paid by split payment (e.g. part Cash, part Eftpos) could incorrectly report a Cash Out figure. |
Quotes | SD-7783 | Fixed a display issue in the Margin screen within Quotes where the total labour hours could be incorrectly calculated. |
Quotes | SD-7853 | Resolved a recent issue that was removing additional line spacing from printed quotes. |
Quotes | SD-7861 | Resolved an issue where resizing the Quote screen would not adequately adjust the layout of the fields and controls displayed within the screen. |
Reports | SD-7944 | Resolved an issue where Global Discount figures were not being accounted for, on the following report: Reports > Workshop > Sales Summary Report > Report For: Customer |
System | SD-7747 | Under certain circumstances, the percentages for Technician Labour recovery were not displaying in the Technician Performance screen. This has now been fixed |
Vehicle | SD-7822 | MotorCentral addon- Fixed an issue that could cause duplicate vehicle WoF follow-ups being created |