Latest Evolution DX Release Notes

Please contact our aftersales team on 01522 698911 (option 2) if you would like to schedule the software update. Details of the latest release can be found below.

New:

• • It’s now possible to convert an Estimate into an existing job sheet.
  • It’s not possible to add deposits to job sheets in the same way as on parts invoices.
  • Added preliminary support for non-Ford franchises with OSB (online service bookings).
  • System notification popups are improved. They no longer lock the program until they are cleared.
  • Jaguar/Land Rover: The JLR data feed is now more resilient to data submission failures.
  • Added an Aftersales Composite style report to Dashboards.
  • The ‘Re-order Parts at Cost’ switch now also reorders parts at OEM cost when the part has no stock.
  • Added integration for the Nissan Qube interface for delivery of aftersales data.
  • New ‘Forecast’ Dashboard report the integrates both sold and reserved vehicles into one report.
  • Account balances for your current open period and last open period are now displayed for each nominal.
  • Unposted non-stock parts that are deleted from jobs will now have the auto-created purchase deleted if it remains unposted.
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  • When selecting multiple items in the Bank Rec screen, a running total of all selected items will be displayed.
  • Vehicle ‘Model Type’ has been added as an available filter in Campaign 365.
  • ‘New’ and ‘Used’ condition for vehicle stock has been added as an available filter in Campaign 365.
  • A grid layout has been added for both the Technicians Time Report and Analysis Reports.
  • Honda Insight data feed not includes part cost price.
  • Parts added to jobs from the back of a Diary Booking now have the job number added to any associated holding order records.
  • Added nominal code/s at detail view for these reports: Creditor Accruals, Bonus Accruals, Finance Commission Accruals
  • Added the option to reorder items in the Favourites menu in the sidebar.
  • Figures in the Stock Costs parts report now match the regular Parts Stock Report.
  • Added the ability to attach documents to bank payments and receipts like you can already with invoices, etc.
  • Added accounts UserIDs to the user list report available in the reports module.
  • Added descriptions for each report in the reports module that pertains to their functionality.
  • Added a Workshop filter to the Technicians Day View dashboard.
  • Added the option to assign a workshop to a specific site. Workshops can be assigned to multiple sites.
  • Internal customer accounts can have a service expense override nominal configured for internal goodwill/service expense work.
  • Loan cars can be configured for specific workshops now. No config will mean it’s available to all workshops for a site.
  • Improved the reliability of Ford OWS submissions.
  • Improved reliability on systems with a high number of daily users.
  • The switch that makes group code mandatory on parts stock records now applied to Parts Stock Orders and creating new parts via Job Sheets.

Fixes:

• • Job Sheet ‘Day Picking List’ button repositioned.
  • Fixed VAT status labelling of accessories on vehicle sales invoices.
  • Parts with zero stock will show in red when added to jobs or parts invoices.
  • Fixed unreliable display of the ‘Paid By’ column in the Non-Labour Charges tab on job sheets.
  • Parts added to VHC Action repairs now prompt to update the VHC each time.
  • Resolved an issue where the wrong surcharge part number would be added to a job.
  • Labour-only Sale Day Report now calculates ‘Recovery Rate’ figure as an average instead of sum. ‘£’ symbol also removed.
  • Swapping quick parts multiple times for the same record now properly updates WIP.
  • Improved the accuracy of the Technicians Time Report.
  • Implemented a potential fix for an issue that causes the toolbar on Customer and Vehicle Records to become unresponsive.
  • Resolved an issue that would prevent intercompany transfers on vehicles with manufacturer costs attached.
  • Fixed an issue where collection date in the diary would be set to 30/12/1899 when a job is raised directly in Job Sheets.
  • Resolved an error that could occur when attempting to delete an SOR vehicle (negative stock number).
  • Added invoice number to job sheet deposit refunds.
  • Resolved an error that would occur when running a manual price file update.
  • Resolved an error that could occur when creating a diary booking from a pending booking.
  • Resolved an error that would prevent the Unpaid Invoices report from running.
  • Adding parts with insufficient stock to a job via a Specialist Job will now display the holding order prompt.
  • Fixed an error message that would appear when attempting to use the Customer Duplicate Search functionality.
  • Added service deposits to the cash report.
  • Added service deposit amount to service invoices.
  • Fixed a system crash that would appear when adding parts to holding order via a job sheet.
  • Prevent non stock parts purchases from being credited multiple times.
  • Source of enquiry can be removed from cancelled CRM deals.
  • Improved the reliability of the Price File History tool found in the Parts menu.
  • Improved the accuracy of MoT sale amount on the Sales Day Reports.
  • Fixed an issue where emails sent via Evolution would add erroneous extra characters.
  • Parts Adjustment Report now calculates the adjustment cost correctly.
  • Fixed the customer type filter when running the New Customers report in the reports module.
  • Internal, non-prep/recon jobs now properly filter out prep/recon sublet types.
  • Fixed an issue where adding labour and parts to a job sheet wouldn’t also add them to the diary. This would cause problems in TechMate.
  • The ‘Delete Job Parts’ switch now also prevents deletion of parts on the job diary.
  • Fixed the stats reporting sent via the Campaign 365 weekly report email.
  • Fixed an issue in the reports module where the delete template button wouldn’t delete templates.
  • Totals on the Profit by Deal report now match the figures shown on the Sales Day Book report.
  • The ‘Holding Order’ button on job sheets now allows use even when selected part quantity available is above zero.
  • Improved the consistency of column totals on VHC Upsell screen.
  • Fixed an issue where a system update could cause the server host IP address set in TechMate to change.
  • Overdue calls and activities assigned to enquiries in the CRM will be cleared when the deal is sold or closed.
  • Made some changes to customer record/vehicle record linking that may help fix an issue that could cause customer and vehicle records to become unlinked from one another.
  • Resolved an issue that could impact the accuracy of email stats reported in Campaign 365.
  • Improved the reliability of late prep across the service department. Some jobs would be flagged or not flagged as recon when they should be based on the job date.
  • Resolved an intermittent problem that could cause an error and prevent parts from being receipted via Order Received.
  • Description of creditor types would be truncated when attempting to select one on an accrual or actual. The full description is now shown.
  • Resolved an error where the option to take a photograph via TechMate would sometimes disappear.