Release Completion Date: 30 August 2024
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.
Account
AD-I1289 - Account Exposure Report - Internal Client ID displays
When the Account Exposure Report is run in Summary Only or with the Order Exposure by Net Balance checked on the Internal Client ID number is displayed on the report.
API
AD-I1257 - GET Client API updated
The following fields have been added to the GET Client API. These additional fields are found in V6 of the Argos API:
Client - Secondary Code
Client - Tags
Client - Credit - Credit Code
Client - Credit - Next Review Date
Client - Credit - Last Review Date
AD-I1257 - Stock Audit Data imported via the API Import Tool
The API Import tool has been enhanced to allow the import of Stock Audit Data into Bailment. You must be licenced for both the API and the External Audit system for this to work. Staff Users have to have access to API Import Tool when flag BMT_API_CREATE_INVOICE_DISTRIBUTOR_CODE is turned on.
To check database flag:
BMT_API_CREATE_INVOICE_DISTRIBUTOR_CODE
0 = off (Default behavior)
1 = on
To enable the flag if it doesn't exist in the database:
Insert Into Ctl (CtlID, CtlDat)
Values ('BMT_API_CREATE_INVOICE_DISTRIBUTOR_CODE', 1)
To enable the flag if it exists in the database:
Update Ctl Set CtlDat = 1 Where CtlId = 'BMT_API_CREATE_INVOICE_DISTRIBUTOR_CODE'
Option available via the Import Tool to Terminate Bailment Accounts and create direct debit as audit item data is imported or left unterminated.
When this flag is turned on Staff Users are also able to use the API Import Template V7 to load Bailment Accounts for multiple distributors from this template. Distributor Code must be populated to complete processing.
Bailment
AD-I1170 - Enhancement to the Bailment Control Details
A new Bailment Control Flag for "Curtailment Schedule on Security Make" to be mandatory. This will then apply to new Security Makes requiring a Curtailment Schedule to be linked to the Security Make. All existing Security Makes need to be updated manually with Curtailment Schedule, otherwise field will remain blank.
AD-I1171 - Enhancement to the Curtailment Tab on a Bailment Account
When Bailment Account is placed Under Arrangement manually, curtailment schedule label will display on the Curtailment tab and schedule will be created from Security Make. If Curtailment Schedule is blank against the Security Make the Curtailment Schedule used will not display or be recorded against the Bailment Account when placed Under Arrangement.
Note - when using the Process Create Curtailments the curtailment schedule will be applied from the distributor as per current functionality.
AD-I1196 -Bailment Account Curtailment Schedule - Audit log
Auditing has been added to the Bailment Account - Curtailment Tab - Repayment Schedule and can be located in the audit browse on the account.
AD-I1175 -Bailment Auto Account Termination - New Process
New Bailment Process available to Auto Terminate Bailment Accounts where the Future balance is equal to Nil or small balance of +/- 1cent. New Flag for Bailment Account "Do Not Auto Terminate" which when checked on will exclude the selected Bailment Account from the Auto Termination Process.
Termination Process will apply the following parameters:-
- Termination Date - default to the date the process is run
- Termination reason - default to CUR
AD-I1239 - Rounding Issue on Bailment Orders
Issue with rounding between ex-GST calculation on Bailment Order and inc-GST calculation on Bailment Account resolved by placing new flag on Bailment Order to allow Bailment Orders to be entered using Gross Value. This will calculate ex-GST amount to reserve credit and match the calculation when Bailment Account created.
AD-I1247 - Direct Debits on old Curtailments
Issue resolved where a Transaction Type - CP negative posted an entry on the Bailment Web Portal for an unpaid invoice. These will no longer appear as CP transactions will automatically have Amount Paid populated on creation.
AD-I1255 - External User Auditing
Auditing has been implemented on the External User Details dialog
AD-I1259 - Credit Status Update Communication
The ability to create a communication from the Credit Status Update has been added.
AD-I1281 - Auto Account Termination Help Document
Help document has been linked to the Auto Account Termination Process
AD-I1287 - Bailment Post Direct Debit Optimisation
Optimisation of the Post to Direct Debits process to improve time to process.
AD-I1300 - Account Transfer Termination Reason
An issue has been fixed when an Account Transfer takes place the wrong Termination reason was displaying.
Bailment Web
AD-I1240 - 2 Factor Authentication and Bailment Web
External Users have the ability to enable two-factor authentication in Bailment Web. Okta Verify application required by External Users to obtain secure code for authentication.
Internal Users have the ability to see that an External User has two-factory authentication enabled and can turn it off, if required.
New Bailment Control Flag available to make two-factor authentication mandatory for all External Users.
AD-I1286 - Dealer Portal Part Payment calculation correction
An issue with the Balance incl GST on the Part Payment option has been corrected.
Bailment - Auto Account Creator
AD-I1263 - Invoice Preview Zoom
The ability to zoom into the invoice preview has been added to the Auto Account Creator. Clicking the button toggles through 5 zoom levels and zoom off.
Client
AD-I1225 - Client Security Register Fields
Two new fields have been added to the Client Security Register Details dialog.
- Date of Death
- Status
Communications
AD-I1255 - Communication fields added to Bailment Account Communications
The following two communications fields are now available when creating a communication from a Bailment Account
- [ACC_BAL1] - Sold Asset Arrears Balance (Current Ledger Balance)
- [ACC_BAL2] - Financed Assets Balance (Future Ledger Balance)
Dispatch Centre
AD-I1231 - HTML body text for Email
We now support the sending of HTML email within Dispatch Centre. Only one HTML file is permitted per email body text.
AD-I1233 Imbed a logo into HTML Email
We can now send inline images with HTML email from Dispatch Centre. No spaces are allowed in the image file name. Multiple images are permitted per email body text.
AD-I1242 Communication Replacement fields for HTML Email
The following communication replacement fields can be entered into the HTML body text for email in Dispatch Centre
- [ACC_CLI_COTSAL] - entered as {{ACC_CLI_COTSAL}}
- [ACC_CLI_COTNME] - entered as {{ACC_CLI_COTNME}}
- [CLI_COTNME] - entered as {{CLI_COTNME}}
- [CLI_COTSAL] - entered as {{CLI_COTSAL}}
AD-I1227 Multiple Attachments when sending emails
When sending an email via Dispatch Centre if multiple accounts are linked to a client one email will be sent out with all attachments included. All email addresses associated with the communication must match for the attachments to be combined.
AD-I1226 Microsoft Graph email Authentication
The option to send email via Microsoft Graph has been implemented in Dispatch Centre. This is Microsoft's recommended way to send mail for authenticated email. Microsoft Graph will work with your Microsoft Office 365 email addresses with some setup changes
AD-I1232 Gmail API email Authentication
The option to send email via the Gmail Mail API has been implemented in Dispatch Centre. This is Gmail's recommended way to send mail for authenticated email. Gmail API's will work with your Gmail email addresses with some setup changes.
AD-I1249 TLS 1.2 and TLS 1.3 for Microsoft graph
Microsoft Graph configuration has been added in Dispatch Centre for TLS 1.2 for Windows 10 and TLS 1.3 for Windows 11.
Distributor
AD-I1283 - Distributor AdHoc Invoices
Distributor Ad-hoc fee available to create one off charges to a distributor. Invoice Numbering uses the same as Bailment Dealer Ad-hoc Invoice numbering sequence. Distributor Account type needs configuration for Account Transaction Types to commence using this function.
AD-I1272 - Distributor Fee calculation options
Distributor Fees now available as part of End of Month Post Bailment Fees to Accounts process. Calculation methods include:-
1. Fixed Amount - charged on Distributor Facility Start Date.
2. Fixed % of Permanent Facility Limit - charged on Distributor Facility Start Date.
3. Fixed Amount per Bailment Invoice - charged on the Open Date of the Bailment Account
4. Fixed % per Bailment Invoice - charged on the Open Date of the Bailment Account
5. Combination of fixed Amount and % based on Free Floorplan Days - charged on the Open Date of the Bailment Account
AD-I1284 - New layout -Distributor Extra Fees Report
Distributor Extra Fees Report details all charges to distributor based on their calculation method.
Lease
AD-I1238 Interest Rate on First Payments Arrears Leases not calculating correctly
An issue has been fixed when a lease is manually created with the first payment in Arrears. The interest Rate was displaying at 0.00% not the correct rate. This has been corrected and affected clients remediated.
Security
AD-I1169 Enhancements to the Security Make Entity
New Fields on a Security Make to add Notes 1, Notes 2 and link a Curtailment Schedule to the Security Make.
Server Application
AD-I1205 Argos Server Application
New Argos Server Application available to run Batch Processes separate to Client Application install. When server application is running Batch Processing will prompt user to process on the server or the client application. If server is selected Batch will process on the server and user is able to continue with other functions on the client application.
On the Control Menu, Server application can be monitored to ensure it is online, monitor batch processes running and shutdown the server application. Note - the server application must be restarted from the server.
Note - files created during the batch process will be saved to the server requiring mapping of this server location from the client Eg reporting, Direct Debit Files, Revoquest files depending on the functions used through Batch Processing.
AD-I1314 Argos Server Application Help Document
Help documents have been linked to the Argos Server Setup and Argos Server dialogs.