2015 Pinnacle Releases

Please view the release notes in the Support Section of Pinnacle for all the details.


15.21

15.12.15

Vehicles: Advice Above Signature Increased Character Limit

CRM: Contract Maintenance Update

Workshop: Time Analysis Table Sorting,  Job Card with Data Privacy


 15.20

03.12.15

Accounts:
Cash Book – Cancel Automatic Payments; Sales Ledger – Transaction Account – Area;  Accounts Ledgers Month End Users Amendment

Vehicles:
Customer Order Approval Access Level; Vehicle Deposit Payment Method

Workshop:
Arrival Videos in Service History

Parts:
Parts Customer Pricing, Parameters – Sales Discount Percentages and Export / Import

Parts Invoice: When selecting a part record to be invoiced, the system will calculate the discount based on all levels of the discount matrix, always taking the lowest level to the highest level in the chain.

Parts Credit Note: When selecting a part record to be credited, the system will calculate the discount based on all levels of the discount matrix, always taking the lowest level to the highest level in the chain as per the parts invoice routine.

Workshop Issues: When selecting a part record to be issued to a workshop job, the system will calculate the discount based on all levels of the discount matrix, always taking the lowest level to the highest level in the chain as per the parts invoice routine.

Workshop Orders: When selecting a part record to be reserved for a workshop job, the system will calculate the discount based on all levels of the discount matrix, always taking the lowest level to the highest level in the chain as per the parts invoice routine.

Parts Issues: When selecting a part record to be issued using the fast fit process, the system will calculate the discount based on all levels of the discount matrix, always taking the lowest level to the highest level in the chain as per the parts invoice routine.

Price Check: When reviewing parts attached to an enquiry, if the price check option is selected, the system will calculate the discount based on all levels of the discount matrix, always taking the lowest level to the highest level in the chain as per the parts invoice routine.

Amending the account number on an operation from amend job: If a service advisor amends the account number attached to an operation, that contains parts, the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

Amending the account number on an operation from invoice process: If a service advisor amends the account number attached to an operation, that contains parts, the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

Amending the operation of parts from invoice process: If a service advisor amends the operation parts have been issued to during the invoice process, the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

Contribution Process: If a service advisor contributes an operation that contains parts, the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

VHC Parts Estimate: When a parts advisor adds parts to recommended work found during the health check process, the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

Alternative / Supersession Popup Display: When a user selects a part record that has a supersession or alternative, the order type pricing information will be calculated based on the sales discount matrix as per the parts invoice routine.

Customer Order Creation – Distribution On: When a user selects to order a part record from parts invoice, workshop issues, workshop orders, or parts issues, if the order type is amended the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

Customer Order – Parts Allocation – Order Type Amendment: When a user is allocating a part on customer order to a supplier order, if they amend the order type of the part record and say yes to update the issue price of the part, the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

Customer Order Creation – Distribution Off: When a user selects to order a part record from parts invoice, workshop issues, workshop orders, or parts issues, if the order type is amended the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.

Menu Pricing Quotation: When a service advisor creates a menu pricing quotation that if parts are added the system will calculate the correct discount based on the sales discount matrix as per the parts invoice routine.


15.19

19.11.15

Accounts: Bank Account Details – Consolidate Automatic Payments,  Automated File Types and Cashbook Process with Consolidated Automatic Payments & Single Bank Example
Workshop: A new Job Card Style 4 is added for selection when creating a job card
Parts: In the next build of Pinnacle we will be making a change to the way that Parts Sales Discounts are calculated.


 15.18

05.11.15

Accounts: Cashbook – Automatic Payments, Purchase Ledger Transaction Account Enhancement
Parts: Price Uplifts – Trade Uplifts, Alternative Parts Pricing, Workshop, Time Analysis Report Enhancements
Manufacturing Integration: Time Analysis Jaguar SA / Land Rover SA Product Code Functionality
Host+: Amendable Collection Time, Health Check Icon Enhancement, Job Card Print Customer Signature

If you are not currently using Host+ please view here for more information on how our connected Apps can help your business.

15.17

22.10.15

Accounts: Purchase Ledger – Automatically Apply Settlement Discount, Purchase Ledger – Post Credit Note – No Settlement Discount, Cash Book Enhancements – Purchase Ledger – Manual and Automatic payments
Parts: Reason for Credit – Enhancement
Workshop: VHC Summary Report – Exclude Internal Work, VHC Outcome Report – Exclude Internal Work, Health Check DataPoint Report – Exclude Internal Work, Parts Drill on VHC Reporting, Consolidated ASD Reminder Reschedule
CRM: Lost Sale – Delete Part Exchange


15.16

08.10.15

DataPoint: Vehicle – Profit – Export
Parts: Alternative Parts & Supersession
Workshop: VHC Approval – Total Line Cost, Video Icon – View Multiple Videos


 15.15

24.09.15
CRM: Workshop Contract Inclusions
Accounts: Bank Details Access Level
Vehicles: Vehicle Invoice – Country
Parts: Issue VHC Alternative To Parts
Workshop: Default Job Type, VHC Check Detail Link, VHC Alternative Parts Column, VHC Alternative Parts
Apps: Host+
Manufacturer: Mazda SA Stock Locator


15.14

09.09.15
Workshop: Watermark on Pro-forma, Cashier – E-mail workshop Pro-forma, Workshop Advice Notes, Invoicing – Show All Operations
Parts: Parts Estimates Amend Issue Price, Watermark on Pro-forma, Alternative Parts Included in Availability Check
Vehicles: Vehicle Suppliers – Country
Accounts: Bank Account Details Change, Sales Ledger Transaction Account Refresh


 15.13

20.08.15
Accounts:  Purchase Orders, Company Structure, Purchase Ledger – Transaction Account
Workshop:  Commercial Diary – Technician Rota – Print,  Commercial Diary – Bookings, Workshop Diary – Booking Improvements, Commercial Diary – Schedule Times, Service Teams – Service Team Deletion,  Repeat Visits – Parameters, Additional Work – Awaiting Approval – Defer All,  Produce Invoice – Defer All,  VHC – Amend Labour Rates
Parts:  Workshop Issues – Parts History: To allow the parts history option to be amended to limit the display of parts by time or value
Vehicles:  Deal Book Export – Extra Field
CRM: Vehicle Dates Tab – New Button


15.12

16.07.15
Accounts:  Sales Ledger Narrative Amendment;  Nominal Ledger Journal Import – Sample File; Nominal Ledger Contra Journal – Sub / Reference Options; Purchase Ledger GRNI – Nominal Code Filter
CRM: CRM Parameters – Communication – E-mail – Invoicing Category; CRM Contact History Amendment
Parts: Parts Invoice and Credit Note Amendments; Parts Consolidated Invoicing
Workshop: Work In Progress Summary Report / Total Hours & Parts; Workshop Pro-Forma, Invoice and Credit Note Amendment;  Creating an Operation from Workshop Invoice


15.11

02.07.15
Accounts: Profit & Loss – Report Level Selector Update
Vehicles:
Outstanding Preparation Report – Column Change
Workshop:
Workshop Manage Documents
Parts:
Parts Management Documents
CRM: 
Service History – Documents


 15.10

17.06.15
DataPoint: Vehicle Stock Export – Additional Field
Cashier: Cashier Process
Workshop: Suggested Booking Days; Commercial Diary – No Shift Available and Technician Rota – Print & Schedule Amendment Icon
Showroom: Desired Vehicle Advanced Search and Model of Interest Vehicles


 15.09

21.05.15
Workshop: Commercial Diary – Shift Planning: Functionality to enhance Diary Management for Commercial Dealers.


15.08

06.05.15
Partner Integration: Seriti Interface Change – New parameter added for greater flexibility when making requests from Seriti.


 15.07

22.04.15
Accounts: Bank Account Changes, Purchase Ledger Remittances, Nominal Ledger Open Items and Nominal Ledger Trial Balance Export
Parts: Parts End of Day – Paid Value
CRM: Sales Contact – Duration


 15.06

08.04.15
Accounts:  Prevent Future Period GRNI Matching
Vehicles: Customer Order Approvals Process
Workshop: Online VHC – Work Authorisation ‘CC’
Parts: Internal Parts Customer Order – Exception Warning
Showroom: My Order – Add Customer Contact and  Sales Contact – Duration
CRM: Sales Contact – Duration


 15.05

25.03.15
Accounts: Sales Ledger Account Export – Tax Number
Vehicles: Vehicle Progress – Group `In Stock` by Handover Date and  DataPoint – Intercompany Aged Sales Group


 15.04

25.02.15
Vehicles: Open Item Codes for Vehicle Miscellaneous Costs & Bonus; Stock Card Account Tab Changes and Post Bonus within Vehicle Progress Screen
Workshop: Job Type Mapping


15.03

11.02.15
Workshop: Conversational Notes in Estimates
Partner integration: Two Level manufacturer menu Organisation


 15.01

14.01.14
Accounts: Management Reporting
CRM: Updated vehicle screen
Vehicles: Additional fields added to export on Vehicle Credits; Additional column added on Retail Price Import File
Administration: User export includes e-mail address
Parts: Stock take parameters
Workshop: Job Progress – Not started enhancement

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