Release Completion Date: 17 May 2022
Please disregard the release notes for the modules you do not use.
Unless otherwise indicated, more detail about any change will be included in the relevant dialog [Help] button. Other documents referred to in the release notes can be found in the ArgosApps\Documents folder once the software is installed.
These release notes document changes which have been made to the stated software version only. You should review all previous release notes for changes between your current version and this one. Previous release notes can be found on the Argos Knowledge Base.
Bailment
AD-I629 - Bailment Account Export - Delinquent Reasons
An Issue with the Delinquent Reasons calculation on the Bailment Account Export has been corrected.
AD-I639 - Bailment Account Type - New Fields Added
The Bailment Account Type Dialog has been updated to include an External Termination Reason. This will be used in the Termination of Assest by the External Audit Process. It is not a mandatory field.
AD-I635/640 - Stock Audit Management Tab Updated
The Stock Audit Management Tab on the Bailment Dealer has had the following fields added:
- Include in next audit checkbox
- External Audit
- External Audit Received
AD-638 - Stock Auditor Details and Browse Updated
The Stock Auditor Details dialog has been updated to include an Internal Auditor Checkbox.
The Stock Auditor Browse dialog has been updated to display the Internal Auditor information.
AD-I642 - Distributor Web Portal Calculation Issue
The Distributor Web Portal has been updated to calculate the Utilised Credit Amount correctly. This was including the approved release value in error.
AD-I648 - Bailment Web Sales User Stock Search
When logging into the Bailment Website as a Sales User, the Stock Search Function was not returning any accounts. This is now working and returns the list of Bailment Accounts from the Bailment Application.
AD-I697 - Bailment Web Direct Debit Issue
An Issue with Direct Debits not displaying correctly in Bailment Web has been corrected. These can now be viewed in the Summary page and the Direct Debit Page.
AD-I695 - Distributor Fee Direct Debit Issue
Distributor Fee Direct Debits are now displaying in the correct columns on the Funder Direct Debit Report.
AD-I669 - Distributor Payout Report Fix
The Distributor Payout Report has been fixed to display the dates correctly against Credit Notes
AD-I672 - Direct Debit Report - Funder Option
The Funder version of the Direct Debit Report has been updated to total the Asset Net, GST and Fees columns.
AD-I673/674 - Stock Audit Checklist Report Fix
A defect has been correct on the Stock Audit Checklist Report. The report is no longer crashing when run with client specific parameters.
A defect has been correct on the Stock Audit Checklist Report, the rounding the now correct as per the Gross Value on the Asset Details.
Bailment External Audit
These changes are client specific and only apply if you have a control flag turned on to allow the API feed within your database for External Audits.
AD-I637 - Stock Audit Checklist Report
The Stock Audit Checklist Report has been altered to limit the data it produces.
When the control flag is on the below data will export only:
Bailment Dealer Code
Open Date
Asset Make Description
Asset VIN/HIN
Asset Condition
Asset Model
You can run the report in full by ticking the General Full Export checkbox.
When the Control flag is off the original export will run and all columns will display
AD-I640 - Stock Audit Details
The Stock Audit Details dialog has been updated to include the audit data returned via the API from the External Audit that has been carried out. This is a read only dialog, no changes are permitted.
The following data will be displayed:
Audit Date - The date which the external audit took place
Auditor - This is the external Auditor, they must be set up in Bailment or the Audit will be rejected.
Units Sold Out of Trust will be updated with the number of stock items flagged as SOT
Units Sold Out of Trust Amount will be updated with the value (total of future ledger balances) of stock items flagged as SOT
Notes - Any notes the Auditor has taken that are not Asset related, maximum 2,500 characters
Audit Requested Date
Item - The Asset as per the Stock Audit Checklist Report
- Sighted - Yes or No
- SOT - Yes or No
Reason - E.g. SOT, Demo, Race, In Transit, On Service Loan, On Display, Boxed Accessible or Boxed Non Accessible, maximum 50 characters
- Value - Value of the Asset
- Notes - Asset Specific Notes, maximum 250 characters
Manual Audits are still to be editable.
AD-I624 - Credit Facility Report
The Credit Facility Report has been altered to limit the data it produces.
When the control flag is on the below data will export only:
- Bailment Dealer Code
- Bailment Dealer Description
- Bailment Dealer Credit Status Code
- Credit Limit Type
- Credit Limit Amount
- Credit Limit Utilised
- Available Credit
You can run the report in full by ticking the General Full Export checkbox.
When the Control flag is off the original export will run and all columns will display as well as the Available Credit column
AD-I632 API Transfer Configuration
The API Transfer Configuration dialog has been updated to include two file paths
- Stock Export Path - This will Export the Stock Audit Checklist
- Auditor Export Path - This will Export the Stock Auditor List
AD-I636 - Invoke API Transfer renamed
The Invoke API Transfer process has been renamed External Inventory/Audit Request.
This process will only run for Dealers that have a Next Auditor set up as SELF and the "Include in next audit" checked on. The Dealer must also be present on the Stock Audit Checklist Report.
Once the process has been run it will update the Stock Audit Management dialog on the Bailment Dealers included.
AD-I639 - External Audit Details SOT Terminations
When the External Audit Details are imported into Bailment any stock that has been Sold of out Trust will automatically be Terminated, an Invoice will be raised and a Direct Debit will be created to be taken the for this payment.
The Termination Reason will be governed by the set up on the Bailment Account Type. If there is nothing set up NU: Not Used will display
AD-I649 External Audit Details Update
When the External Audit Details are exported and imported into Bailment the following fields will automatically update:
- The Next Audit Date will update based on the date of the last audit plus the Audit Cycle Days
- The Next Auditor will default to the auditor from the last stock audit
- Average Audit Cycle Days will recalculate
- The Include in Next Audit will uncheck - Export Only
- An Audit Record will be created with the date of the Audit Request and will check the External Audit Sent flag
AD-I682 - API Validations
Additional validation has been added to the API as the wrong message was displaying.
AD-I675 - Stock Audit Checklist Report - External Audit Code
The Stock Audit Checklist Export Report has had an additional column added for the External Audit Code
AD-I679 - Stock Audit Details Dialog
A new field has been added on the Stock Audit Details dialog to display the External Audit System ID
Batch Processing
AD-I657 - External Inventory/Audit Request
The External Inventory/Audit Request process can be run as a batch process. No Preset is required for this setup.
Communications
AD-I678 - Spark etxt portal update
The Spark SMS functionality has been updated to work with the new etxt portal Spark has implemented. If user issues persist please contact Spark to get the password refreshed.
AD-I669 - An issue with SMS Presets has been corrected.
Any current presets that you have MUST be set up again for the fix to take effect.
Lease
AD-I746 Lease Cashflow Report now includes Recurring Charges
The Lease Cashflow Report has been modified to incorporate Recurring Charge values. Two new columns have been added being Period Charges and Accumulated Charges.