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Published: Tuesday, 18 February 2014 15:04
The Journal Entries option has been given the windows look and feel.
For greater ease in entering journals, the previous features of "Double Entry", "Multiple Entry" and "Cashbook Entry" have been combined into one single option.
There are now separate columns for debit and credit amounts.
- As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
- The F11 key should be used for the on-line help.
- The F12 key or the "Functions" menu should be used to access the function keys available.
- Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
- Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
- The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
- Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.
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Published: Wednesday, 12 February 2014 14:39
It is now possible to print the build year for part exchange vehicles on vehicle sales orders, quotations and invoices. This is achieved by adding a parameter to the existing token for sale vehicle build year.
- ~157
- ~157,1
- Part Exchange Vehicle Build Year
- See the configurable document format documentation for the full details of the above token(s).
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Published: Wednesday, 12 February 2014 14:25
Loading a Stock Quotation into "Invoicing and Customer Orders" could fail with a "non numeric data" error.
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Published: Monday, 10 February 2014 17:11
You can now filter the orders shown in "Add/Edit/Process Orders" using an "internal" style report. This will allow you to list orders based on any aspect of the order available to the "Order Processing" "Report Generator".
It is now possible to filter your orders by area (Postcodes etc), account groups, order attributes, account attributes etc.
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Published: Thursday, 06 February 2014 15:24
Parameters have been added to allow you to automatically set a vehicle's warranty expiry date and warranty supplier when it is sold. You can set these on a system wide basis, by manufacturer, or by model; and according to whether the vehicle is new or used.
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When the invoice is accepted, the system will first check the vehicle's model, then the manufacturer, and finally system parameters, using the first one it finds.
- System parameters can be found in "Vehicle Sales" -> "Maintenance Options" -> "Parameters" -> "Service/MOT/Warranty Defaults". Here you will also find the units the warranty period is measured in.
- Manufacturer parameters can be found in "Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Manufacturers", on the "Parameters" tab under "Warranty defaults".
- Model parameters can be found in "Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Models", on the "New" and "Used" tabs of Model Properties.
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Published: Monday, 03 February 2014 11:49
Loading a standard job in the workshop will now perform checking for supersessions as it goes; and in addition, checking stock availability will first check for supersessions in stock, to avoid placing unecessary backorders, or where an order does need to be placed it is made for the latest stock.
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Published: Monday, 13 January 2014 10:25
The two lines of brief notes attached to each job item may now be printed on the Jobcard, using ~109.
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Published: Thursday, 09 January 2014 16:03
You now have access to the order items' prices in the "Goods Received" option, allowing you to update the cost of an item when it arrives and the price differs from what was entered on the order. This is only available provided the logged in user's security allows access to cost prices.
Also shown, where security allows, is the item's standard sales price and your gross profit percentage, allowing you to modify the item's sales price through "Stock Properties" immediately if an item comes in at a higher price than expected and your profit will be adversely affected.
