Karmak Business System ProfitMaster Release

Transcription

1 Accounting Karmak Business System ProfitMaster Release ARM40485 Sales Tax Charged Software Issue Addressed An error message (Failed to retrieve data from the database) occurred when running the report. ARM90300 Customer Enhancement When establishing automated s to use the customer s address, if the customer record does not contain an address, the system will not attempt to send an automatically. Business Intelligence Enhancement In addition to your user name/ address, the Business Intelligence landing page will now also display the version of the application you are running. BI95100 Maintain Views Enhancement The Generated by Karmak Business Intelligence Alert System footer message will no longer print at the bottom of alerts. Software Issue Addressed Business Intelligence menus were not displaying correctly in Internet Explorer 10. BI95500 Views Control Enhancement When you grant access to a specific group view or dashboard to a user, the system will now automatically grant access to any views or data points associated with the group view/dashboard. The Assigning all views/datapoints associated with Group View/Dashboard message will display and the Access check boxes are checked. BI96100 Group Maintenance Enhancement The program was enhanced to allow you to create a Business Intelligence bulletin board. A bulletin board is a tool that allows you to cycle through Business Intelligence items (e.g., views, data points, dashboards, group views, URLs) on a monitor or LCD. You can customize the list of BI items to display you own specific areas or dashboards, as well as the public internet or your local intranet; anything your browser can view, it can be included in the bulletin board. Page 1 of 6

2 Business Intelligence: Accounting Software Issue Addressed The WebHelp file for the Schedule Detail component was updated to indicate data is pulled from Request Month-to-Date Schedule (CN650A) and the LEDGER:SCHDET.DAT file on the Legend business system. Business Intelligence: Parts Enhancement The Lost Sales component was added to allow you to report data from the Lost Sales File (MASTER:LOSTSL.DAT) and the Estimated Lost Sales (IN623) report on the Legend business system. Enhancement The Inter-Branch Transfer Status component was added to allow you to report data from the inter-branch transfer files (i.e., MASTER:TRNSFR.DAT, MASTER:TRNSPO.DAT, MASTER:TRNPCK.DAT) and the Inter-Branch Transfer Status (MB655) report on the Legend business system. Software Issue Addressed The Parts Transaction data mine had the wrong key fields, which was causing holes in the data/missing data in BI. Business Intelligence: Sales Management Software Issue Addressed An error occurred when you attempted to work with the Unit Master Summary component. Karmak Attach-It Enhancement A Repair Order Task entity type was added to the ios version of the application. Additional modifications were made to take advantage of ios 7 updates. Karmak Scheduling Software Issue Addressed The application was consuming resources and causing memory leaks. Software Issue Addressed Repair order tasks were duplicating in the application. OEM Communications DTNA Uptime Pro Enhancement A Backorder Part call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve all backordered parts from open repair orders in the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Enhancement A Customer call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve all customer records for the specific branch/base branch combination passed by DTNA. Data is pulled from ARM90300 Customer records (excluding inactive and prospect customers) and returned in a response file. Enhancement A JobActivity call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve all open repair order task detail, including closed time transactions and clocked on technicians, for the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Page 2 of 6

3 Enhancement A Job call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve all open repair order tasks for the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Enhancement A JobComments call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve all open repair order task comments for the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Enhancement A Part call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve part information from open repair orders for the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Enhancement A RepairCode call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve all repair type information for the company. Data is pulled from the business system and returned in a response file. Enhancement A RepairOrder call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve open repair order information for the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Enhancement A Unit call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve unit information from open repair orders for the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Enhancement A User call made by DTNA Uptime Pro to the Karmak web service will prompt the business system to retrieve technician information from open repair orders in the branch passed by DTNA. Data is pulled from repair order detail and returned in a response file. Enhancement An option was added to the DTNA Uptime Pro web service to allow you to determine how often the web service accepts incoming calls from Uptime Pro. This feature will prevent the web service from overloading the business system with data requests that are not controlled by Karmak. INT95010 International Interface Options Enhancement The Set Closed Date to Invoice Date check box was added to the Warranty Options tab. When checked, the closed date on an International warranty claim will be set with the invoice date when the claim is created. WAR96010 Warranty Claim Management Enhancement The file name of the Navistar warranty claim sent to Adeptia will now include a unique universal ID. This ensures that multiple files sent to Adeptia within a five-minute window will not overwrite each other before they can be translated and sent to Navistar. Sales Management NEF20120 NE Sales/Use Tax and Tire Fee Statement Software Issue Addressed The Trade Allowance report parameter was not pulling information from the deal packet. That parameter was replaced by the Total Trade report parameter, which prompts for the total of the trade-in units. The parameter defaults to the total price. Page 3 of 6

4 OKF20650 Application for Oklahoma Certificate of Title for a Vehicle Software Issue Addressed A new version (01/13) of the form is available. PAF20780 PA Application for Certification of Title Software Issue Addressed A new version (08/12) of the form is available. PAF20790 PA Application for Correction of Vehicle Record Software Issue Addressed A new version (04/14) of the form is available. PAF20920 PA Vehicle Sales and Use Tax Return Software Issue Addressed A new version (04/10) of the form is available. SMU22000 Deal Maintenance Software Issue Addressed The program was automatically removing units from a deal when the deal was voided. SMU40660 Sales Analysis by Deal Enhancement Modifications were made to incorporate detail from the Sales Analysis by Inventory Type (SMU40670) and Sales Analysis by Model (SMU40700) reports into this report. The Inventory Type and Model report parameters were added, allowing you to determine the records included on the report based on the inventory type and/or model. Inventory Type and Model options were also added to the Order By report parameter. Finally, the title of the report was changed to Unit Sales Analysis by Entity, where Entity is the option selected from the Value drop-down list for the Order By report parameter (e.g., Unit Sales Analysis by Inventory Type). Service Management PSS22010 Repair Order Miscellaneous Charges Software Issue Addressed The application was not allowing you to edit the percentage pricing fields. SVM93550 Customer Override Maintenance Enhancement The Use SRT Hours on Task check box was added to the Labor and Task Controls group box. When the check box is checked, the Use SRT Hours check box in SVO22300 Repair Order Task (on the SRT Entry tab) will be checked by default, provided the customer from the override record is the billing customer on the repair order header. SVO22200 Repair Order Header Maintenance Software Issue Addressed When you changed the billing customer on the repair order header, the program was clearing the Billing Hours field on the Tasks tab, as well as within the task itself. Page 4 of 6

5 SVO22300 Repair Order Task Software Issue Addressed The task status was not automatically changing from Sublet to Open after the miscellaneous purchase order had been referenced. System Management Software Issue Addressed When local computer time was set to a half hour ahead of standard time, the ASP would not allow any program to save. PMB40500 Request Group Permissions Report Enhancement This is a new application (added under the System Management bar panel) that allows you to request the Group Permissions (PMB60503) report. PMB60503 Group Permissions Enhancement This is a new report that runs from PMB40500 Request Group Permissions Report. The report prints a listing of the permissions on the system and their settings for a specific user group. You can choose to run the report to include all permissions, or print only those permissions for a specific application. PMB90000 Enterprise Maintenance Enhancement The Reply To field was added to the Settings tab in the enterprise record to allow you to determine the address to which replies should be sent. Functionality was also added to the application to use the corporation name as the display name on any s that are sent. No additional field was added to the form; when s are sent (if the Display Name fields in PMB90270 Branch Department Parameters and PMB90810 Printer Characteristics Maintenance are not populated), the From field will automatically display the corporation name instead of the from address. PMB90270 Branch Department Parameters Enhancement The Settings tab (Display Name and Reply To fields) was added to allow you to determine the display name and reply-to address used for s sent from the branch/department. PMB90810 Printer Characteristics Maintenance Enhancement The following fields were added to the form to allow you to establish parameters that control the look and functionality of s sent for the selected report: Body Format, Display Name, Subject, Pre-Defined Comment for Body, Priority, and Reply To. Enhancement When establishing automated s to use the customer s address, if the customer record does not contain an address, the system will not attempt to send an automatically. Page 5 of 6

6 PMB97100 Pre-Defined Comment Maintenance Software Issue Addressed If the text of a pre-defined comment was modified before the comment was added to an entity, the change was not kept when the comment was saved to the entity record. PMU97350 Alert Maintenance Enhancement This is a new application (added under the Utilities bar panel) that allows you to create and define alerts for various transactions in the system. Enhancement Repair Order has been invoiced was added as a default system alert/template for the Repair Order category. Enhancement Hours worked have exceeded billed hours was added as a default system alert/template for the Repair Order category. This alert compares the hours worked on a repair order to the total billing hours defined for the repair order, and fires when a user clocks off of a repair order, adding more time to it. Page 6 of 6