Orion Version 4.014 Release Notes
TABLE OF CONTENTS
New Job Sections functionality has been added to Orion, allowing you to segment jobs into sub-tasks and adding significant improvements to Quotes/Estimates and Remote Workshop functionality Read the KB here for more detail.
Back-orders are becoming increasingly difficult to manage, we have made changes to this process to retain the original order number on back orders, which should more closely align with supplier processes. Read the KB here for more detail.
Updated the (Alt key) shortcuts in the Misc dropdown menu to ensure all shortcut keys are unique.
We have made changes to allow the inclusion or exclusion of foreign currency exchange adjustments when doing a rollover
Entering a reference to an invoice for a creditor that is already in history throws a warning message
More detail has been added to the Debtor-to-Debtor Transfer and Creditor-to-Creditor transfer screens so that it is clear to the user which customer/supplier will get the TR- transaction and which gets the TR+ transaction.
Added the ability to drill down into a Parts invoice from a receipt in Debtors
Added a new column in the GST listing to display the customer's or suppliers' GST number. This new column will also be exported when using the Send To option
Resolved an issue where some purchase orders were not opening through drillable reports
Added a new Comment field to time-clocking. A technician can optionally enter a labour comment
Users now have the ability to add a job code to a job kit. This addition will help apply the correct job code to the job section when adding a kit to a job or quote.
Added a new bookmark ‘Follow-up description’ to the SMS library text maintenance screen
Sales Prospect tasks and reports can now be accessed from the Marketing module as well as the Sales module
Added the option of entering an SMS template to the vehicle follow-ups. Different follow-ups per branch can be created to include individual branch details when sending reminders.
Resolved an issue in batch processes purchase order items where the part order type would default back to stock instead of retaining the type selected
Added Item Total and Item Qty Total values to the Purchase Order Maintenance screens, to make supplier orders easier to reconcile.
We have added the ability to assign a vehicle to a Sales Rig when receiving an item order.
Added BIN location 2 and BIN 3 columns onto the ‘Parts Stock Export' report
You can now highlight/select the Part Number on the Maintain Parts Stock screen, enabling you to 'copy' the value for copy/pasting purposes.
Added the option to select the name Estimate, Quote or free type the form title when printing or emailing a Parts Quote.
We have added the ability to add missing parts to other departments when viewing stock availability.
Addition of SFTP protocol to several add-ons and utilities that export data, such as OSEE, Sales Online Database and Parts Export.
Honda ordering now checks Suppler part No when matching stock and also displays the Supplier Part No column when it is different to the Part No
When transferring a serialised part into the item table the full serial number will now transpose into Item Maintenance > Notes tab due to the 15-character limit in REGO field
When transferring serialised parts, the serial number will now display on the transfer printout.
An Orion user's email address will now be prepopulated when ticking a Report Email PDF option. Additionally, you can include additional recipients using the Add More button.
We have added the ability to insert sales rigs from the Alternative Deals screen.
We have added a new Rig ID column to the stock listing to assist with grouping items on a sales rig.
Added more Fuel Types to the Orion Vehicle Maintenance screen
The Sales Purchase Order report now includes a filter to use the order due date field. The report can now be exported to MS Excel.
We've made an exciting addition to our Management Summary Report! A new Company Summary display has been added, providing a quick overview of all Orion departments.
Updated contact details are displayed on the Orion Helpdesk Info screen
Enhanced performance of the month-end rollover procedure, to speed up the operation for multi-department systems with larger data sets.
We have added an Active/Inactive filter and a Search field on the Orion Addons for ease of use. Additionally, we have added a link to our Knowledge Base for further information on the listed add-ons.
Added a new filter for department selection when exporting stock from the Accounts >Utilties >Export menu
The Orion version number will now display on the User Login screen. Meaning users don’t have to log in to supply this information to support.
Added the ability to view a loan (Courtesy) car's availability via a calendar view. The workshop diary also has a new field to display the number of loan cars available for a date. Read the KB here for more detail.
When emailing/printing quotes, you now have two formats to choose from. Style 1 will not display the list price and discount against each posting on the quote, whereas Style 2 will display these values. Similar to an invoice.
The field specifying the Workshop (eg. W1, W2) on the Detailed Technicians Labour Analysis will now display 3 characters. To assist companies with 3-digit department codes.
Changes made to ensure job details are displayed on the time-clocking screen when a job is flagged as a high priority. Previously they were omitted.
The printed Job Card will now print up to 65 characters in the Labour Comment field (previously truncated).
Several improvements to the Diary:
- New column to display available Courtesy Cars
- New button to display a courtesy car calendar.
New <<CUSACCLETTER>> and <<DRIVERDETAILS>> bookmarks have been added to job cards in relation to items with a Charge To customer assigned.
Memo-type text will now display the full text rather than just one line. Editing the memo text hasn't changed, double click any text line to edit.
Existing Add-ons - Enhancements & Changes
Addon#113 – Gembox Custom Forms
Implemented the ability to email Gembox custom forms for:
Addon#113 - Gembox
The first 25 ITEMUSER fields are now available to be used in Gembox custom job cards
Addons#137, 139, 140 - Hyundai, Renault & Isuzu Service Exports
Additional setup options have been added to the Hyundai, Renault & Isuzu Service Exports to allow customer data to be uploaded to a different FTP location/folder to the service data.
Addon#68 - BNZ
Added a BNZ Unpaid Invoices Export file
Addon - Order Central
The order quantity will now respect the factor/box size configuration when using OrderCentral, rather than the unit qty.
Resolved an issue where the Creditors Refund screen could incorrectly display invoices rather than credits.
Resolved an issue where customer GST rate could be changed even when they have existing postings. This setting is now locked.
Resolved an issue where the Customer Maintenance > Card Number value was not being displayed correctly
Resolved an issue where under certain circumstances e-mails from workshop jobs and invoices were not being sent to the customer
Resolved an issue where the job selection window would pop up when crediting parts from a job
Resolved an issue with duplicate posting sort order codes on jobs
Resolved an issue where no results would display in Marketing Promotion when the Type was set to Item-Followup.
Resolved an issue where emails sent from Marketing Promotions with an attachment would throw an error
Resolved an issue where under certain circumstances parts credits were not updating the stock transaction table correctly
Resolved an issue where Total would appear in the middle of the Parts Sales Analysis report with large amounts of data
Resolved an intermittent issue where emails were not being recorded under the Suppliers Contact tab
The system will now force BIN Location to be upper case only
Resolved an issue where Bin Locations were not printing the values on the Stock Transfer report
Parts Stock Valuation report, when sorted by analysis group and exported to Excel in non-detailed format, will now show subtotalled Analysis Group values.
Resolved an issue where Global Search was not taking into account the staff module security settings
Resolved an issue where under certain circumstances records in the vehicle follow-up report and promo report were not completely matching
Fixed an issue where Rental outwork orders were included in the Parts Month Summary, ‘Parts to Rental’ figures.
Fixed an issue with the Labour Analysis Report Detailed that creating a corrupt/invalid export file
Resolved minor issues causing the Purchase Order Details report (and corresponding Excel file) to be blank.
Resolved an issue where last run by and last run date were not being populated when running the BNZ Outstanding Transactions report.
Resolved an issue on import Sales Item Orders from Foreign suppliers where the local retail inclusive price could not be set
On the Deal Listings screen, the Type, Stock No and Description will now display for the selected deal when filtered to Finalised deals (previously this information would not display).
Resolved an issue where some item user-defined field data could be duplicated if multiple Item Maintenance screens were open at the same time.
Resolved an issue on the Stock Listing Report where the inclusive wholesale price was being included in the Excel report incorrectly when the wholesale price was 0.00
Overdue tasks now pop up when clicking on prospects. This was missed with the new Orion menu layout changes.
Resolved an error that would occur when clearing out all users after logging in and getting the exceeded user licenses warning.
Several additional screens have been enhanced to respond to the increase in standard font size settings, to provide more uniformity and a more consistent user interface experience.
Resolved an issue where the Update Available message was not being retained when a user logs out without updating their system
Resolved an issue when editing Users where the highlighted user was not being retained in the listing after editing their settings
Resolved an issue where Watermarks were not appearing correctly on Workshop Quotes
Resolved an issue where Parts serial numbers were truncated in the ‘To’ Department to 20 characters after a stock transfer
Parts and Materials screens will now also be appropriately resized based on the font size settings applied in Orion.
Resolved an issue in the TimeClock screen where technicians in a multi-department time-clocking system were not refreshing (the technician List) when the user switches departments
Resolved an issue with Gembox label printing when the template folder/file name has a space in it
Resolved an issue where QTY with a decimal amount figure would show up in the QTY column on a Pro-Forma Invoice