As part of our mission to provide reliable, innovative and economical business management software solutions, we’ve added the following features to VAST Online.

60788 Product Specific Mandated Print

This feature provides the user with the facility to maintain ‘mandated print’ at State / County / City down to product level so that specific verbiage is printed in document footers and/or body when certain products are sold.

States such as Florida require text to print for battery fees, tire fees and shop supplies. Maintaining at product level allows these to be printed only when those products are included on a transaction, rather than always printing that text (which previously has been controlled using the State level Mandated Print).

See functional guides for full details.

62496 Quick Quotes – Replace Epicor pop up with Packages modal – Retail only

A new workflow has been introduced, triggered by a configuration setting, where the ‘package selection’ screen is prompted when raising a quick quote for service parts rather than giving the user the choice of the catalog (Epicor) or vJobWriter.

This is aimed at companies where their products and servicing is largely package based, and utilize bang parts mapped to the catalog – so the catalog is called from the package, rather than the user starting from the catalog and then having to subsequently add and edit a service package.

See functional guides for full details.

55031 Tire Quote – sales tax not calculating on Default Road Hazard 

Sales tax is now correctly calculated for the default road hazard included on a Tire Quote.

55635 Quickbooks Sales Export – Cores are using the wrong inventory GL accounts

Core values now use the correct GL Codes for the Quickbooks Sales Export.

53316 Vendor Statement Account Use in Quickbooks

Vendor statement account value is now used on the Quickbooks export if present for a vendor.

61198 After VOL timeout – CTRL F5 refreshes and brings back active session instead of the login screen.

Where a user allowed a VOL session to timeout, it was previously possible within Edge and Chrome to use CTRL-F5 to launch a new VOL session and bypass the login process.

This issue has now been resolved and once a VOL session has timed out the user is forced to use the login process to open a new session.

37346 Oklahoma Maintenance screen

New Maintenance Screen Added to the Additional Rules Tax Controls screen. The Oklahoma rule now allows the user to define how calculations are applied based on a tire’s dimensions and how much to charge as opposed to the static rules implemented before.

63698 Oklahoma Tire Validation 

The Oklahoma Rule takes into account the rules now specified by the changes done against 37346 Oklahoma Maintenance screen

62599 State of North Carolina & Arizona it is not Crediting the Tire Tax on an Adjustment with no replacement tire

Tax can now add a tire fee onto a product adjustment (non-tire) part when a replacement part is not specified. Functionality is enabled by setting the “Apply Tire Fee to Adjustments with no Replacement Tires” setting on the Tire Fee Tax Controls screen.

56888 Disabled Taxing Entities are incorrectly displayed in Tax Level Maintenance

Location query has been modified to not return disabled locations by default.

62131 QUOTES – Shop supplies are not calculated on Quick Quote if a call to the catalog is made

Shop supplies correctly calculate on Quick Quotes when the catalog is used.

62138 Error thrown when saving a new customer with Tax Status 5

Fixed error when saving customers with a tax status of 5.

35059 Shop supplies not calculating for product added thru Special Products

Shop Fee is correctly calculated when a special product is added.

57886 Point of Sale – Package Edit 

A new feature has been developed to replace the existing service package edit functionality to reduce complexity and streamline the workflow.

Package Details can now be used where the products to be included on a work order or quote aren’t selected via the bang part -> catalog workflow (i.e. there’s additional product, it’s a non-catalog product, etc, and the user requires to sell them within a package) or products need to be removed.

See functional guide ‘Point of Sale – Package Details (Editing a Package at POS)’ for full details.

47716 If the maximum shop supply is reached in POS and products are moved to a quote, the maximum shop supply amount is added to the quote

Where a sales order is created in POS and the maximum shop fee is reached, if lines are removed to form a quote, then a shop fee is added to the quote with the same value as the shop fee in POS.

This issue has now been resolved and the shop fee added to the quote is relevant to the parts added to the quote.

62599 State of North Carolina & Arizona it is not Crediting the Tire Tax on an Adjustment with no replacement tire

Tax can now add a tire fee onto a product adjustment (non-tire) part when a replacement part is not specified. Functionality is enabled by setting the “Apply Tire Fee to Adjustments with no Replacement Tires” setting on the Tire Fee Tax Controls screen.

57199 AR – Customer type not displaying in Customer Search grid when doing a Cash Posting

When searching for a customer within cash posting, the list of customers returned did not include a customer type.

This has been resolved.

89817 POS – New App Setting for negative shop supplies calculates incorrectly if parts and labor products are present and a negative quantity is present.

Development work previously undertaken to provide an application setting for allowing negative shop fees resulted in issues under certain scenarios.

This has now been resolved so that with the new application setting turned on.

Shop Fee Quantity:

If the overall net value of the invoice is negative (and the invoice only includes lines with negative quantities) the quantity applied to the shop fee should be automatically changed to negative.

If the overall net value of the invoice is negative (and the invoice includes lines with negative and positive quantities) the quantity applied to the shop fee should be automatically changed to negative.

If the overall net value of the invoice is positive (and the invoice only includes lines with positive quantities) the quantity applied to the shop fee should not be automatically changed to negative.

If the overall net value of the invoice is positive (and the invoice includes lines with positive and negative quantities) the quantity applied to the shop fee should not be automatically changed to negative.

If the overall net value of the invoice is zero (and the invoice includes lines with positive and negative quantities) the quantity applied to the shop fee should be automatically changed to negative.

60842 Selecting multiple services from Special Products does not return both services only the !parts

If ‘prompt catalog for bang parts on work order’ configured under Application Settings – Point of Sale and Prompt Catalog On Bang Part For Package is selected for the package in question, then the application will cycle through the returned parts prompting for bang part replacement from the catalog for each package returned where a bang part exists. This functionality also applies to Quick Quotes.

57390 POS – Editing the unit price of a product assigned to an Account Code with Account Type ‘Discount’ does not allow for negative values.

Where a product is flagged as either a discount or a coupon (via its associated account code), it is displayed on the work order with a negative dollar amount.

However, if the user attempts to change the value it is subsequently displayed as a positive dollar amount.

This issue has now been resolved and changes to the value still result in a negative dollar amount.

63972 Goodyear Requirements Screen – Add hyperlink to Tire HQ

In order to assist users with getting answers to queries regarding Goodyear National Accounts processing, a link to Tire HQ (and subsequent assistance) can be included in the various National Accounts work order entry screens, and in the National Accounts Requirements Response screen.

This link is controlled from a new configuration setting within Web Service config under TireHq section:

The link then appears as below:

The user can ‘click here’ which will open the destination site within a new tab in the browser:

116573 Shop Fee Inclusion Within A Quote

Correction of an issue relating to the inclusion of shop fees within a quote.

Where parts were added to POS which resulted in the automatic addition of a shop fee.

If the user removed a part and created a quote, when the quote was recalled to POS the shop fee was omitted.

60327 Limit the number of discount types which can be applied to a sale

Restrict the number of flexible discounts that can be applied to a work order.

E.g.

Only a single overall document discount.
Only a single discount against each sales class.
Only a single line item discount can be applied against each line.

By default when the value of a work order is changed either by adding/removing lines or changing quantities, the discounts values will be automatically checked and recalculated (if the amendment necessitates a change to the discount).

Dollar value discounts (where applied to multiple lines) are distributed based on the value of each line.

E.g. a $10.00 discount applied to a work order which consists of 2 lines whose values are $100.00 and $10.00 would have a $9.00 discount applied to the first line and a $1.00 discount applied to the second line.

Previously if the value of either line was amended the discount would not be re-distributed – the new functionality does result in the discount value being re-distributed.

E.g. if the value of line 2 is increased to $100.00 the discount would be re-distributed so that each line has $5.00 discount.

An application setting has been created – when invoked instead of automatically recalculating the discount the user will be prompted as to whether the discount should be recalculated or removed.

63144 APPT – Scheduler allows selection of disabled customers

When creating a new appointment customers flagged as disabled will not be shown in the customer search grid.

However, when using the list button customers flagged as disabled will continue to be displayed in the customer search grid.

118293 Declined Parts Should Not Retain Discount

Declined products now correctly remove their flexible discount dollar values when declined (the discount is then redistributed amongst the remaining applicable lines).

119440 Oil change code brought over to document from previously declined services is not appearing in the employee service display

Previously, when a declined package was brought back into a work order the links between the parts within the package were not correctly maintained (resulting in the issue that the information displayed in the employee service display was not correct). This has now been resolved.

119441 Adding an adjustment to document causing shop supplies code to change from positive quantity to negative quantity automatically. Cannot change back to positive

Product adjustments do not incorrectly affect the shop fee quantity (where the overall value of a document is negative the quantity applied to the shop fee should be automatically changed to negative).

119542 Shop Supplies are not calculated initially if package is selected from Package Selection window and causes an OOB

Resolution to an out-of-balance issue that arises when a work order is created and a package is added. Shop supplies were not automatically added to the work order at this point. However, when the work order was saved and recalled shop supplies were automatically added (although this resulted in the out of balance).

61773 POS – User Requirement to Validate Outside Purchase not prompting if sales class is set to Bypass Inventory on Hand Balance Check

Where the user requirement for validating outside purchase orders was invoked, the user was not prompted to receive the purchase order if the sales class of the products was flagged as “bypass inventory on hand balance check”. This has now been resolved and the user is prompted.

118554 QBO – Vendor credit export does not allocate core value to correct GL when a part with a core is returned

Where a product with an associated core value is received through PO Receiving or Quick Receipt, the resulting QuickBooks journal was incorrectly analyzing the core value to the inventory GL code. This has been amended so that the core value is correctly analyzed against the sales class core asset GL code.

119459 Unable to drag an appointment from the Unallocated section after deleting an existing appointment from time slot/bay

An issue where, once an appointment was deleted from a time/bay slot, it was not possible to drag an unallocated appointment to the same slot.

119977 Changing unit price for Shop Supplies causes an OOB if Preview Feature for User Requirement is turned on.

Resolution to an out-of-balance issue that occurred where the user manually changed the shop supplies unit price to zero and the preview feature user requirement is invoked.

118585 QBO – Vendor Credit Export adds core value to all parts on a return if one part has a core.

Resolution to an issue where vendor credit exports for QuickBooks (derived from stock returns) would incorrectly include core values against all lines if any line contained a core value.

61111 Add a Clear button to the Create Physical Inventory Sheets screen

A clear button has been added on the Create Physical Inventory Sheets screen. The button will be disabled when creating a new count and the freeze has started. The button will be disabled for Corporate or scheduled Physical Inventory counts. The button will become enabled when a count has been created. When clicking the button the user will be asked to confirm the clear. If confirmed, the count will be deleted.

61127 On PO Manager show whether a Purchase Order was transmitted electronically

The Purchase Order Manager will now display a tick box to indicate if the order was submitted electronically.

61715 Require the ability to cancel a pending Store to Store Transfer

If a Transfer is in Pending status, there is now an option to Cancel. Once confirmed the transfer should be canceled it will be updated in the grid with the status of ‘Cancelled’

63096 INV – Quick Receipts allows disabled products to be receipted.

When attempting to add a disabled product to a Quick Receipt will result in a warning message ‘Product Number not found’ when validation is done. The user will then have the option to add via the Quick Add screen

Quick Quotes – Default to Package Selection – Overview

Product Mandated Print – Overview

Point of Sale – Package Details (Editing a Package at POS) – Overview

Progress Bar Spinner Replacement
A new preview feature has been released, in place of the previous Optimized Spinner preview, where a progress bar appears in VAST Online rather than the spinner in the center of the screen. It is hoped that this will prove less intrusive to the user and provide a better user experience.

To switch the feature on:

When a long running request is triggered the bar will appear here:

If feedback is positive then the progress bar will be made the ‘standard’ in a future release (i.e. on for all by default).

OpenWebs cost method should not look at Epicor MCL costs
Supplier Cost will no longer look to the MCL Epicor (JobberPrice) Cost – it will look at the cost returned from the vendor in the XML Response.

Shop Supplies now calculating on a Quick Quote with new customer
Resolved the issue where shop supplies were not being generated on a quick quote for a new customer.

Voided Delivery receipts now with watermark of VOID
Corrected archived copies of voided delivery receipts to include the VOID watermark.

NA Requirements data limit upped to 12MB
TireHQ had files over 9MB causing error where National accounts requirement screen failed to populate. MAM updated the data limit to 12MB.

ENHANCEMENTS

Ability to Delete multiple lines on a work order
Select the tickbox in Select Row Column and then select delete allows multiple rows to be deleted.

Invoice Comments displayed in customer service history screen

Ability to force cost on receipting of products by sales class
In the Sales Class maintenance screen, there is a new setting that will disallow receipt of zero cost items. This setting will force the cost of products to be entered before the Goods Receipt can be completed.

Goodyear National Accounts no longer using local pricing for service codes
Some Goodyear service codes were pulling in local prices instead of the National Account Price Book. That has been changed. Now all service codes will pull National Account price book pricing.

Payins no longer being prompted for authorization if over payout limit
Each store has the ability to set a payout limit. When selecting a payin option in payout/payin screen, this limit will now be bypassed and only be used for payouts.

BUG FIXES

Tech Assist vehicle specific prompts now filtering responses
When printing the Tech assist, if prompted for vehicle specific options, the report will now filter out and print specs pertaining to those options.

Voided Work Orders now appearing on Audit Trail
When voiding/deleting a work order, those will now appear on the audit trail as voided.

ENHANCEMENTS

Enhanced Field Validation Errors Across VOL
Enhanced errors displays have been enabled across the application for all Input and drop down fields. This will give the user more detailed information of why a field is in error when hovering over the field.

Enhanced Field Validation Errors

New Date Picker set to default
The new datepicker has now been set to be the default datepicker. The preview feature for this has now been removed and the old datepicker has been removed.

Invoice Comments – Customer Facing
Invoice comments have been developed to add comments to a work order that can be printed/communicated to the customer when they print on the invoice. The comments can be added in 2 places. A new tab labelled ‘Invoice Comments’ has been added to the ‘Comments/Forms’ button available from the ‘More’ button in POS. The first tab has also been renamed Work Order Comments, comments entered here will not print on the customer’s invoice.

Invoice Comments - Work Order Comments Form

We also have a new button on the Method of Payment (MOP) screen that allows Invoice comments to be added at this stage just before the Work order is invoiced.

Invoice Comments

We have also built in the option to copy work order comments (not communicated to the customer) over to the invoice comments to save retyping these comments if they need to be included on the invoice. The ‘Copy Work Order Comments’ is shown below:

Work Order Comments Forms

Once the Work Order Comments have been copied they can be edited before printing on the invoice. Any edits do not amend the original Work Order comments, they are simply copied at the time the copy button is used. A ‘Print on Invoice’ check box on the new Invoice comments screen will default to checked. If the user removes the tick from the check box the Invoice comments will not print on the invoice. The finalized Invoice comments will be printed in the footer section of the invoice, an example of which is shown below.

Finalized Invoice Comments

Non Paged Grids – All Columns Sortable
Non Paged result grids are now sortable by column in VAST Online.

Sorting Grids

ENHANCEMENTS

Fleet Unit Number available for all vehicle/customers
Ability to search on fleet unit number has been expanded to include all customer types, for work orders, customer service history, and all the quote handling screens.

Fleet Unit Search
Fleet Unit Search

Fleet Unit Number can be entered on the customer contact screen
NOTE: Fleet Unit Number cannot contain spaces

Customer Contact

Vehicle history printout

  • Vehicle history report printed along with the work order is showing the ‘Fleet unit Number’ in the vehicle section of the print out.
  • Customer Service History report printed from Customer Service History screen is showing the ‘Fleet unit Number’ in the vehicle section

Customer Service History

Work Order & Invoice printout
Work Order and Invoice Printout

Shop Supplies included in the Location Sales Report
Previously, Shop Supply Fees were not included in the Location Sales Report.

Archived Documents – default sort order by transaction date
Archived Documents will default by transaction date with the most current transaction being first.

Archived Doc

ENHANCEMENTS

YMMI Automatic Update
The year make model index lookup is now a separate service. The vehicle data is now updated automatically each month, previously data updated occurred every 2-4 months. To activate this service a system administrator must enable the feature within your organization.

YMMI Update

Quicker way to go from a quote to a work order.
Now have a finish option to create work order from within a quote. Previously would have to save as a work order and reopen the document. Create Work Order option allows you to stay in the document.

Quote to Work Order

Over The Counter Refinement
When selecting an over counter transaction from the customer search screen. Vehicle information is no longer required when entering employee information, accepting deposits or completing an outside purchase. Vehicle information will be needed when selecting items from vItem or catalog to get vehicle specific parts.

Customer Search

ENHANCEMENTS

Tax Controls – Oklahoma Rule – Tire Recycling Fee
Tax Controls - Oklahoma Rule
When this setting is enabled, entering a tire part(s) into the grid on parts entry, VAST Online searches to find if any tire dimensions (Rim Size and Tread Width) are available against the product record in order to calculate the appropriate fee.

If no dimensions are present, the user will be presented with a prompt to enter them. The user is able to add these dimensions at a later point using the “Add Later” button present on the prompt.

As dimensions are required to calculate a correct tax value, the user will be forced to enter any missing dimensions before invoicing a transaction.

Mandated Print – Vehicle Identification
VAST Online now supports the ability to populate the Year, Make, Model and VIN number of the customer vehicle to be printed in the mandated print by State, County or City.
Mandated Print - Vehicle Identification

Cash/AR Column added to customer search results
Cash column added to customer search results

BUG FIXES

Various bug fixes and improvements to resolve:

  • Sales export rounding issues
  • Tire product adjustment issues
  • Out of balance document issues
  • CarSide call failures