Coming in Future Releases

· CARQUEST Online Internet Catalog and Order Integration.

· AUTOZONE Online Internet Ordering.

· aConnex Online Internet Ordering.

· ePart Connection Online Ordering.

· Mitchell1 Labor Guide integration

· Real-Time Labor Guide Integration.

· Tire Fitment Catalog Integration.

· Enhanced Email Customer Follow-up.

· Oil Change Sticker Printing.

· Wireless Bar Code Integration for taking physical inventory

· Enhanced Multi-Store capabilities. Share Customer, Vehicles, History and Productivity reports.

· Enhanced Sub Estimates and Recommended Services.

· Take Physical Inventory with wireless barcode scanners.

· Email Service Reminders and Customer Follow-ups.

· Miscellaneous user requested Features and Bug Fixes.

MaxxTraxx Pro CE 5.0.1.0 - 12/30/09 (Current)

· ADDED - MaxxBucks Customer Retention module. This is a customer retention module that works like a rewards program for your customers. Each time they have work done on their car they can earn discounts towards their next repair. You can name it anything you want (IE., WallyBucks, Rewards Points, Discount Duckets, etc.) This is set up in the new Marketing section of the Setup Menu.

· ADDED - Date and available MaxxBucks to the Mail Merge function when creating or editing a postcard or letter.

· ADDED - Feature to prompt the Service Advisor to ask a customer if they want to schedule their next appointment when he/she is posting and paying the customer’s current Repair Order. This can be set as a default behavior in the Setups/Repair Order and Part Invoice Setup/R/O Setup section of the program.

· ADDED – Feature to prompt the Service Advisor to flag a marketing letter or postcard for the customer as he/she posts and pays the customer’s current Repair Order. This can be set as a default behavior in the Setups/Repair Order and Part Invoice Setup/R/O Setup section of the program.

· ADDED - Monthly Appointment Calendar. This new feature, when used properly will allow the service advisor to get a quick month view of upcoming appointments and projected scheduled technician hours. Also added a Button on the Service Counter Schedule to call the new Monthly Appointment Calendar.

· ADDED - Field to the Setups/Company Setup/Display tab for "Amount of hours available for appointments per day". This is to work in conjunction with the Month Calendar view of future scheduled appointments.

· ADDED - Feature when adding a buyout part to an RO and selecting "Add Another", it now remembers the vendor and vendor invoice and pre-fills them on the next buyout to add. This only works if you are NOT tracking Buyout parts in Inventory setups.

· ADDED - Appointment contact setup under the Marketing setup menu. This feature is meant to set the amount of lead time when calling customers to remind them not to miss their scheduled appointments.

· ADDED - Appointment Contact list to view and contact customers with upcoming appointments. This can be accessed from the Toolbar Menu choice of Marketing/Contact Customers With Scheduled Appointments.

· ADDED - Added Bin Label printing function. This can be accessed on the Bin Label Print button on the Parts Form

· ADDED - Added Program and Workstation setup for the Bin Label printer.

· ADDED - Put in security setting for "Post AR Finance Charges".

· ADDED - Ability to set different foreground and background text colors for Repair Order and Part Invoice statuses which show in the status column on the Service Counter Schedule or Open Part Invoice browse list. To do this go to Setups\Miscellaneous Lists\Repair Order Status or Parts Invoice Status and edit any statuses you want to change the color of.

· ADDED – When editing letters or postcards, created the ability to put the same merge field in the letter or postcard multiple times.

· ADDED - Put new checkbox on the Part form to determine if a part earns MaxxBucks or not (on the price tab, by the discountable checkbox).

· ADDED - Put a checkbox on the Part Sale Info form, Buyout/QuickPart form, and Sublet Sale Info form to determine if that item will earn MaxxBucks for the customer.  This allows individual item overrides on a per RO basis.

· ADDED - Put security settings in to edit the MaxxBucks setup form.

· ADDED - Put security settings in to edit the MaxxBucks earned on the customer form.

· ADDED – Created new icon (piston with red circle and line through it) to show parts that are not in stock when putting them on a Repair Order. Parts Order form to follow in next update.

· ADDED - Background color of the tech column on the schedule now changes if there is a tech currently clocked in to the RO. If there is not a tech assigned to the appointment or RO form, and there is a tech clocked in on the RO, the tech column on the schedule shows "In Wrk".

· ADDED - Automatic A/R Finance Charge function. This gives the ability for the user to pick the date to post finance charges and then generate all finance charges for customers that owe money.  Anything past due as of that date will get a finance charge. Customers may be exempted from this charge on a per customer basis by setting this property on the Customer form.

· ADDED - CTRL + INSERT now adds a free form labor on an RO if a reason for service is highlighted, or a buyout part if a Labor is highlighted. INSERT adds parts from your Parts List and CNTR + INSERT allows you to quickly add Freeform Labors or Buyout/Quickparts

· ADDED - New Customer Follow Up report under the Marketing category on the reports menu.

· ADDED - Put last backup date/time in the program status bar.

· ADDED - If the data backup is not set, or the backup is over 24 hours old, the program shows a warning on startup.

· ADDED - Feature to replace an inventory part on all kits with another inventory part.  Open a kit and right click on the part to access the new feature.

· ADDED - Created new utility to calculate MaxxBucks from old RO's.  The utility will calculate RO's between two dates, and it only calculates RO's that do not have the UseMaxxBucks checkbox already set.  After calculating it sets the “Use MaxxBucks” checkbox so the RO's will not be recalculated if the utility is run again. This utility can be run from the MaxxTraxx Pro folder. It cannot be launched from MaxxTraxx Pro Ce.

· ADDED - New toolbar button “Enter Bills” and new menu choice under "Vendors" to create a manual Vendor invoice without having to go to the vendor record first. This function is for entering invoices such as utility bills, telephone bills, rent, insurance, etc. This function should not be used to enter your part restock invoices if you are tracking inventory. If you are not tracking inventory, then you should enter those restock parts invoices with this function

· ADDED - New security settings for "Override No Checks Accepted" under the service counter security group. If security is being used, the program now prevents you from accepting a check if the customer does not have the "Accept Checks" checkbox set if you do not have the permission to do so.

· ADDED - Feature to Michigan Repair Order so that the special Technician signature line now prints.

· ADDED – Internet Auto Parts ordering system to MaxxTraxx. Added new setup to Electronic Order setup for IAP. Added new support fields to the vendor record when the IAP catalog is selected for the vendor. Added IAP catalog to the RO, PI, PO and kit. This feature also gives the ability to pull in Mitchell Labor Guide labor services and flat rate times if your vendor offers it through the IAP interface.

· ADDED - Secondary sort by Status when the schedule is sorted by Technician or Service Writer. (Sorry it took so long Chad)

· ADDED - New workstation setup to reduce the height of the printed RO, reducing the size where the details print and moving the footer up by the desired distance. There is a "Reduce RO height by" field on the Printer Setup tab of the Workstation setup form.  On the form, you enter the setting in inches (1.25 inches for example).  When it's stored in the INI file, it's stored as 1000th of an inch (1.25" on the form is stored as 1250 in the INI file).  The location in the local workstation INI is [LocalPrinters] ReduceROSizeBy=1250. A value of zero leaves the RO as a standard 11”x8.5” invoice as was originally designed.

· ADDED – Multi-Store Module. You can now run multiple stores and have them communicate between each other. Look up parts at other stores and transfer them to your store. This feature is security enabled.

· IMPROVEMENT – New and improved look and feel throughout MaxxTraxx. Program has been modernized to look more like a Windows 7 user interface. However, we made a concession to the old windows look with icons on the OK and Cancel buttons. We found in testing that even though this look is old school, most users liked it because it made for less mistakes when saving or cancelling changes that were made.

· IMPROVEMENT - View on the A/P and A/R transaction lists now defaults to view all open invoices and credits. To look for specific date ranges etc, you now need to press the Find button.

· IMPROVEMENT - Description of second level items on the Motor labors imported from InfoTraxx to use the full description from InfoTraxx rather than the default description from the Motor catalog.

· IMPROVEMENT - The user is now taken to the Infotraxx TSB signup web site if they try to view a TSB document but are not subscribed.

· IMPROVEMENT - "WAITING" text on the schedule to a red background with white text.

· IMPROVEMENT - Marketing sub menu under the Setup menu to Marketing.

· IMPROVEMENT - Moved the Letter, Postcard, and Label size setups to the Marketing menu.

· IMPROVEMENT - Put incremental locator on the Product Codes table. Now you can just press the first letter to go to the Product Code of your choice.

· IMPROVEMENT - Parts Label Font sizes and location of printed text now change based on block label sizes of:
- 1 3/16 x 3/4
- 2 x 1,
- 3 x 1
- 3 1/2 x 1 1/7
When the user defines a label the program decides which block size it fits in and uses that size. You may print to almost any sized label, but the print area will be one of the above sizes.

· IMPROVEMENT - Number directly below barcode only shows if there is an SKU number.  If you don’t have a SKU number, the barcode will print the equivalent of the part number instead. The Part number always prints on a separate line.

· IMPROVEMENT - Put customer name in the title bar of the customer add wizard so you can see the name from other pages of the wizard.

· IMPROVEMENT - TECH WORKSHEET. Moved things around for clarity, added a green colored header and changed the font size for viewing from a distance.

· IMPROVEMENT - Barcode printing so it will now print items from a vendor invoice that do not have a matching inventory part (buyouts).

· IMPROVEMENT - Replaced "Tech 2" column on the schedule with "Unit #" (Fleet Unit #) from the vehicle form.

· IMPROVEMENT - Added year, make, model and unit # to the appointment search results list.

· IMPROVEMENT - "Marketing" group description on the security setup form to "Marketing" to match the setup menu.

· IMPROVEMENT - Technician worksheet on the RO and the JobClock so it prints the mileage on the Repair Order instead of the one from the vehicle record.

· IMPROVEMENT - Vehicle History report to default to the last 60 months instead of the last 36 months.

· IMPROVEMENT - Short sold Sublets items on the Repair Order now show with a special icon with red circle and line through it. These then need to be stocked before you close the Repair Order.

· IMPROVEMENT - Hours assigned shown on the schedule to calculate like the appointment calendar does. Put available appointment hours, hours left, and percentage used on the schedule under the buttons on the left side.

· IMPROVEMENT - A/P Discounts are now automatically applied on the AP Pay Bills form when the invoices show.

· IMPROVEMENT - A/P check stub report so it only shows payments applied to the vendor invoice and does not show a blank line for discounts.

· IMPROVEMENT - Added original quantity, cost, and total to the Items on Order report from the Parts Stocking screen, and fixed it so it shows the correct amount currently on order or backorder.

· IMPROVEMENT - Added date filter to the Purchase Order Report.

· IMPROVEMENT - Added invoice grand total to the appointment tab of the schedule.

· IMPROVEMENT - Added stock on hand, quantity on order, reorder quantity, and location to the Part Sales Detail form.

· IMPROVEMENT - Put "View Master Record" choices on the RO right click menu on the Main Menu instead of a sub menu. This saves two clicks.

· IMPROVEMENT - Changed "Finance Charge" text on A/R statements to "A/R Invoice - Finance Charge" so it shows the transaction type with it.

· IMPROVEMENT - Removed the alpha character prefix from the reference number on A/R statements (CH, SC, etc.).  It now just shows the transaction number.

· IMPROVEMENT - Changed descriptions for RO's in the A/R transaction list to show "A/R Charge On RO# 12345" or "A/R Credit On RO# 12345".

· IMPROVEMENT - Changed descriptions for PI's in the A/R transaction list to show "A/R Charge On Part Invoice# 12345" or "A/R Credit On Part Invoice# 12345".

· IMPROVEMENT - Double clicking on an AR transaction that is a payroll check loan repayment to view it now requires that you have the security level to run payroll checks. Before it would allow the viewer to see payroll checks even if they didn’t have the authority.

· IMPROVEMENT - Program now warns if you try to make an AR payment that is over the customer's credit limit.  If security is on, it only allows you to post the overage if you have permissions to adjust the customer's AR credit limit.

· IMPROVEMENT - Message on the cash drawer to notify the user about credit hold and not to accept checks now blinks like the credit available text.

· IMPROVEMENT - Moved the printed part invoice customer address to the right 1 inch so it works with windowed envelopes.

· IMPROVEMENT - Changed minimum window size on the program so it does not allow the schedule to be resized so small that the controls begin to overlap

· IMPROVEMENT - Changed credit total shown on top of the AP and AR transaction form to show as a negative number.

· IMPROVEMENT - Added notes/memo to the register report.

· IMPROVEMENT - Put "Engine Designation Code" on the technician worksheet.

· IMPROVEMENT - Modified AP View Transactions and Pay Invoices area to show invoices that this Vendor may have charged on account as a customer when he had his vehicle worked on at the shop. They show as Credits to the shops AP account and can be used to pay off AP charges from that Vendor if you want to. Basically this allows you to pay your Vendor with work that you have performed on his vehicle and he has charged to his account. Cool feature.

· IMPROVEMENT - Increased the notes field on the employee and vendor records to 2500 characters.

· FIXED - Bug in the printed RO checklist that was not printing all of the notes.

· FIXED - Bug that was not allowing you to add a new GL account.  It was asking for an account type when adding a GL account even though one was selected in the drop down.

· FIXED - Problem where the program was showing a dialog box with an update URL in it instead of going to the web site when the user did not have a valid subscription for the Motor Labor Guide.

· FIXED - Bug that was not resetting the green-bar effect on the GL account and check register when the list sort order was changed.

· FIXED - Bug that was not printing the recommendations on mail merge letters.

· FIXED - Bug that was causing an item on a posted vendor invoice did not have a quantity received to put a zero entry into the part adjustments table.

· FIXED - Bug that showed backordered items as "Stocked" or "Received" on the RO "On Order" tab.  Now shows them with a status of "Backorder".

· FIXED - Bug that was disabling the Motor labors the second time you tried to select them from a non-customer quote that had a vehicle selected.

· FIXED - Bug that was always disabling the Motor labors choice on the RO's labor button menu.

· FIXED - bug that was putting a value in the PartSolds Cost field for items with cores that were assigned to an RO, and the core on the RO was marked as received.  It should not put a value in the Cost field for received cores.  Putting a value in the Cost field was causing the RO to create a COGS and inventory disbursement for received cores when it shouldn't have.

· FIXED - Bug that was not displaying the profit graphic or percentage correctly when editing a buyout.

· FIXED - When the Cost Multiplier from Part Matrix is used the number was added to the cost as the markup and was not being multiplied correctly.  NOTE: Happened when manually adding buyout to RO, not from a catalog.

· FIXED - Bug in the AR transaction list that was showing a third party billing on an invoice for the customer being viewed that was billed to someone else. 

· FIXED - Bug on the AR transaction list that was not showing anything third party billed to the customer being viewed.

· FIXED - Bug on vendor invoice that was not moving the button to print barcode labels when the window was resized.

· FIXED - Bug in the purchase order report that would not show vendors who were not companies if you filtered by the vendor name.

· FIXED - Bug in the Daily Summary report that would run the report even if you pressed cancel on the filter form.

· FIXED - Bug when reconciling a bank account that has been closed and bringing it to a zero balance. System will only allow you to save the zero balance, it wont allow you to post the reconciliation of zero dollars.

· FIXED - Bug when showing Parts on Order from the RO or Part Form, it was incorrectly including items on an un-posted vendor invoices as received.

· FIXED - Bug that was not showing the original estimate and revised total correctly on the "Revisions" tab of the schedule when you selected a new appt/invoice in the list.

· FIXED - Bug that was showing the status of a part on order incorrectly as "Received" on the Parts on Order tab of the RO if the vendor invoice was not posted yet..

· FIXED - Bug when excluding a labor from showing in the labor history list that was not updating the history record properly and could have caused the item to still show in the history list after you marked it not to.

· FIXED - Payroll checks were showing in the AR transaction list.  They should only show if there are any loan repayments on them, and only show the amount of the loan payment, not the total of the payroll check.

· FIXED - Bug that was showing the part selection list in a mode to select cores when replacing a part on a kit.

· FIXED - Bug that was resizing controls improperly on the schedule when the user resized the program.

· FIXED - Bug in the Inventory Short Solds report that was counting the number of parts sold instead of calculating the total of parts that were actually sold short.

· FIXED - We thought we had fixed this some time ago, but apparently it was only a partial fix.  Back to our old buddy the cores. 
1. On Service Counter, selling a cored part in multiples causes the core side to match the count of the part being sold.  That’s good.
2. On Service Counter, returning a cored part (receiving it back from customer) in multiples leaves the core count at 1, meaning the returnable core count will be off. (You can, after saving the part, edit the core and change the qty.)
3. On Parts Counter, selling a cored part in multiples leaves the core count at one. You cannot edit.

· FIXED - Bug that would GPF when viewing a customer from the schedule, viewing a vehicle's recommendations, then selecting to edit or add one.

· FIXED - The bug was if you paid an AP vendor charge with a credit card, then voided the payment and then deleted the payment (why would you?) the payment transaction would then actually double the amount due. Then it would lock the invoice from being edited saying it had already had a portion paid.  ie; manual invoice for $50.00, pay by cc, void the payment, then delete the payment and the invoice would show the original balance of $50 but a remaining balance of $100.00.

· FIXED - Bug that left the delete button enabled on lists when viewing items that were already deleted.

· FIXED - Bug that was not showing the credit card charges in the credit card vendor's AP transaction list. They were there, but just not showing.

· FIXED - Bug that caused the area where "No Checks" is shown on the cash drawer to flash a red rectangle when there was nothing to show.

· FIXED - Bug that was showing deleted tires in the tire quote list.

· FIXED - Employee payroll totals report were doubling IRA contribution on report,

· FIXED - When a Deposit is made and the user forgot to print the deposit slip and then voided the deposit, MaxxTraxx didn't put the checks back into list to redeposit.

· FIXED - Bug that was adding a part adjustment record when putting a part from a kit onto a quote.

MaxxTraxx Pro CE 4.6.3.0 - 06/23/09

· ADDED - Put running balance back on the account and check register.  This version calculates in memory so it should be faster than the one before.

· FIXED - Bug that was not bringing cores in from the Napa catalog.

· FIXED - Assorted small bugs throughout program.

MaxxTraxx Pro CE 4.6.2.0 - 06/05/09

· ADDED - An options window on the part detail form when printing the barcode labels that lets you choose to print the price on the label, and if you are printing a label for a single part, the number of copies to print.

· ADDED - Printed Checkbook Reconciliation Report.

· ADDED – Manufacturer Line code to the printed description when imported from NAPA online parts.

· IMPROVEMENT - If a part ordered from NAPA has a zero quantity on hand at the NAPA store, the program now puts "Please order this ASAP" in the notes field of the NAPA order when sent.

· IMPROVEMENT - Increased MaxxTraxx Checklist line item description field to 100 characters and Checklist Notes to 300 characters.

· IMPROVEMENT - Sorting of transactions in Bank Reconciliation browse.  Transactions are put into three groups: Deposits/Credits - Transactions in this group are sorted by Type of transaction, then by date. Checks - Transactions in this group are sorted by check number. All other transactions - Transactions in this group are sorted by Type of transaction, then by date.

· FIXED – Temporarily removed running balance from G/L Account view and Check Register which was causing speed issues on the Account Register. This will be addressed and hopefully re-introduced in a later version with faster results.

· FIXED - Bug that would sometimes show a Reason for Service and Labor twice with different parts under them. This was extremely rare.

· FIXED - Removed code to close the Service Counter when opening the Parts Counter, and visa versa.  The program now allows you to have both open at the same time. We also made Service Counter and Parts Counter non-resizable and always maximized within the application frame.

· FIXED - Bug that caused the NAPA choice to be disabled when clicking on the Add Part button on the RO.

MaxxTraxx Pro CE 4.6.0.0 - 05/27/09

· ADDED - An options window on the part detail form when printing the barcode labels that lets you choose to print the price on the label, and if you are printing a label for a single part, the number of copies to print.

· ADDED - On the cross ref form, adding a cross reference that points to an existing part in the inventory list now changes the text on the radio button to "Cross Application". This makes the distinction between Cross References, which are alternative names to a single part and Cross Applications which are completely different parts in inventory that can be used as an alternative to the original part that was searched for. (for example, different brands of spark plugs that all fit the same car would be Cross Application parts whereas different part numbers that all point to the exact same part in the inventory list would be Cross References. Manufacturers that take an old part and give it a new number and Supercede the old number with the new one would be a good example of this)

· ADDED - Put a message that shows on the Part Browse form when they have searched for a part number that doesn’t exist in the part list or the Cross Reference list and the search form has become blank to tell the user they can use the backspace key or the Clear Search button to change the search.

· ADDED - A running balance to the GL Account Register.

· ADDED - Added message when you change a tax rate in Accounting Setups that warns the user that the taxes on open RO's and PI's are not affected unless they go to the Miscellaneous page on each ROP and edit them and reselect the tax rate.

· ADDED - A button on the cross reference browse form to add a new part if the part you are looking for does not exist in the inventory list.

· ADDED - Ability to send a vehicle a marketing letter on a specific date as opposed to just a number of days in the future.

· ADDED – NAPA online ordering through the Repair Orders, Parts Counter, Parts Orders and Vendor Invoices.

· ADDED - Accounts Receivable Transactions report and Accounts Payable Transactions report.

· ADDED - Ability to change the quantity while selecting parts from the NAPA or ALLDATA catalogs.  There is also a checkbox on the form that will allow you to ask for the quantity when the part is selected from the catalog, as well as a button to edit the quantity.

· ADDED - Ability to right click on a part and go to the master part record in the list of parts to order from an RO.

· ADDED - default RO setup for what to do with old parts on the "R/O Setup" page of the repair order setup form.

· ADDED - ATI Report feature under the Manager -> Specialty Management Reports -> ATI Report menu choice.

· ADDED – Signature line on Employee Time Cards for employee to sign off on.

• ADDED - ability to view sent letters instead of letters to send.

· IMPROVEMENT - Put date on the barcode label.

· IMPROVEMENT - Removed search field from the cross ref/app list.

· IMPROVEMENT - The cross application button now only views cross app parts for the highlighted part. Now pops up a message, and puts a message beside the cross app button, if there are no cross app parts to view when you press the cross app button.

· IMPROVEMENT - Changed description in the Cross Reference/Application list to show the description of the Cross Application part that was found and not the original part that was searched for.

· IMPROVEMENT - Moved Cross Reference and German Sort buttons on the Parts Browse to the search locator area and disabled them when nothing is in the locator field.

· IMPROVEMENT - Now checks for a part match after typing a part number into the cross reference form.  If a match is found the user is given the choice to select from the list of matching part numbers already in inventory and add a cross application to it, or add a cross reference.

· IMPROVEMENT - Cross Reference / Application list now only shows if there are records to display.

· IMPROVEMENT - The Nexpart and NexCat part lookup and order forms to use a different method of calling the Microsoft Internet Explorer. This could have been causing MaxxTraxx to close down harmlessly, but without notice on certain systems.

· IMPROVEMENT - Invoice email routine so it will allow you to email a cash part invoice without an attached customer record.  You can set who to send it to on the default email form that pops up.

· IMPROVEMENT – Buyouts/QuickParts being added to inventory now require the part number.

· IMPROVEMENT - Buyouts without part numbers no longer check for duplicate part numbers being added to the RO.

· IMPROVEMENT - Description on cross ref/app list to show "Cross Reference List' or "Cross Application List" as needed.

· IMPROVEMENT - Window that shows parts to order from an RO so that it shows the catalog vendor instead of the primary vendor when available.

· IMPROVEMENT - Part adjustments now appear in list in reverse date order.

· FIXED - Bug that was not assigning the Product Code ID to the record when adding a part from a PO to a vendor invoice.  This caused the disbursement record to be added without a GL account when the vendor invoice was posted, and caused the items to show up in the unbalanced transaction list.

· FIXED - Bug that was calculating Misc. Charge tax using the entire amount for parts and labors individually before the maximum charge was imposed.  It needed to use the total of both added together after the maximum limit was figured in.

· FIXED – Registration and Hot News have been updated to work better and not give false positives when registration data is garbled over the Internet.

· FIXED - Bringing in a part with core charge from Wrenchead vendor, adds part to RO, asks if core received.  If answer Yes, it should add 1 to the count of returnable/used cores. it does not, but if you delete the part from RO, it takes one out, leaving you negative.

· FIXED – Bug when bringing in a new part from Wrenchead vendor, which has a core charge, adds the part to inventory and marks it as USED, rather than REMAN.

· FIXED – Bug that if you're in a quote, you cannot bring both parts and labor back from a Wrenchead vendor. You can now.

· FIXED – Bug not allowing an email of a posted parts invoice.

· FIXED - Bug that when you do a search by unit number the display screen has a vehicle column but no vehicles display.

· FIXED – Bug in kits that saved wrong pricing info when Default or Actual Price chosen.  If you had changed the Vehicle, when you saved it, it reverted to Default to Saved Price instead of your original choice. 

· FIXED – Bug when adding parts to an RO using Buyout/QuickParts with the following settings in the Inventory Setups: Track Inventory, Add buyouts to parts list, and NO use of Price Matrix... the parts are added to the invoice as NON discountable so that you are unable to edit the pricing.  The part is added to the inventory list AS discountable so then you have to delete the part from the invoice and read from inventory to allow access to the part price on the invoice.

· FIXED - Bug that was showing the description of "Cross Reference" for cross app parts in the cross ref list on the part form.

· FIXED - Cross Reference button on the part browse so it shows a message window if there are no cross ref parts for the part number instead of going to an empty cross ref list.

· FIXED - Physical Inventory module now checks for multiple users accessing it at the same time. This wasn’t being checked before and would allow the inventory to be posted more than once.

· FIXED - GPF when you searched for a vendor invoice by anything other than the default order, then added a new vendor invoice and saved it without posting it.  (found from a GPF report from Jimmy's)

· FIXED - Bug in the registration process that sometimes prevented multiple stores from being run on a single terminal services machine.

· FIXED - Adjusted the status bar width on the main application frame so that the program version does not get cut off when viewing in 1024 x 768.

· FIXED - Corrected problem in the spell check template that could have caused a problem under very special circumstances. None were reported so far.

MaxxTraxx Pro CE 4.5.0.0 - 03/27/09

· ADDED - Ability to create kits from items on paid RO's and Quotes.

· ADDED – Type description to the cross reference part list and the cross reference list on the part form (shows cross reference or superseded).

· ADDED - Radio buttons to the cross reference part edit form to manually set the status to a cross reference or superseded part.

· ADDED - Program now checks for new MaxxTraxx Pro CE updates

· ADDED – MaxxTraxx now checks for the latest HOT NEWS from Scott Systems and Lights up a button if any new news is available for your reading pleasure.

· ADDED - Put choice on the Help menu to download and install the latest version of MaxxTraxx. After a successful download of the new version, the program now displays a message before kicking off the installation that it is going to shut down MaxxTraxx and start the update.

· ADDED - SKU search to all parts searches.

· ADDED - "+" key to activate the "Add Another" buttons on the Repair Order, Parts Invoice, PO and Vendor Invoice part forms.

· ADDED - Barcode label size, default barcode label printer, and barcode type to Company Setup.

· ADDED - Default barcode printer to the Workstation Setup.

· ADDED - Print barcode label button to the part form that prints a single barcode label for the part on the form.

· ADDED - Print Barcode Labels button to the Vendor Invoice Detail Form that will print barcode labels when you are receiving a stocking order (the quantity received field is the number that will be printed).

· ADDED - Print Barcode Labels button to the vendor invoice header form that will print barcode labels for all parts on the vendor invoice.  Each part is printed the amount of times in the quantity received field.

· IMPROVEMENT - When searching for a part, the program now opens the cross reference search window if you type in a part number that is not found.

· IMPROVEMENT - Part form and Part Add Wizard now require a unique (non-duplicate) SKU number for the part. SKU’s do not have to be used.

· FIXED - Shop supplies were being taxed even though the checkbox for taxable was unchecked in setups.

· FIXED - Taking a deposit by default debit card method of payment gives an error: Could not get GL account for the payment method.

· FIXED - Bug that would not set IsCommissionable when adding buyouts and catalog parts to inventory from the RO.

· FIXED - Bug in the utility to import catalog parts that was not setting the Taxable, IsCommissionable, IsDiscountable, ResetBaseCost and AllowAutoUpdate fields.

· FIXED - Bug in the utility to import catalog parts that was not adding a part adjustments record when adding a new part to inventory.

MaxxTraxx Pro CE 4.4.9.0 - 02/19/09

· ADDED - Choice to the Utilities menu in MaxxTraxx to send the shop data to Scott Systems for diagnosis.  This backs up their database, zips it, and FTP’s it to the Scott Systems’ customer support staff.

· IMPROVEMENT - Removed the customer number and password field from the Backup setup form. It is no longer necessary as MaxxTraxx generates the login and password information internally.

· IMPROVEMENT - Added Schedule and Customer records to the export the 3^rd Party Marketing Export function. This gives more information to companies like CustomerLink, Mechanic.Net and OnStation to work with for their customer follow-up mailers.

· FIXED - Bug that attached a kit created from an RO to the RO it was being created from which made it appear on the RO twice. Just like a new if you had chosen to add the new kit to the RO. Unnoticed, this would have caused the shop to sell the same services twice.

· FIXED - Modified MaxxTraxx Pro so that it uses a unique configuration file for each workstation. This was only a problem in multi-store operations where a Microsoft Terminal Server was being used. Before it would cause printer settings on each workstation to override each other.

· FIXED - Bug that was not printing a negative sign on discounts in the totals area of a printed RO. This was a print problem only and it did not effect the totals on the Repair Order.

· FIXED - Bug that was still reserving the space for the Florida disclaimer when printing a paid RO even though the Completed and Paid RO does not print the Florida disclaimer on the final printout.

MaxxTraxx Pro CE 4.4.7.0 - 02/12/09

· IMPROVEMENT - Part form for parts on menu priced labors so the discount percentage field calculates but is not editable.

· IMPROVEMENT - QuickBooks export now checks for out of balance transactions before creating the export file and displays a window showing the out of balance transactions if there are any.  The export file is not created if there are any out of balance transactions.  An error log named "EXPORT_ERROR" followed by the date and time is created which shows the out of balance transactions followed by a dump of all items selected to be exported showing the disbursement amount.  The dump exports all selected items, out of balance or not so you can see exactly what the user chose. If the QuickBooks export has an error and does not export properly, the batch number, date, time, and Re-Exported fields of the items that were selected for export are now restored to their previous values.  Prior to this they would still show the new batch number info even though they did not get exported properly.

· IMPROVEMENT – Program so that that it uses a configuration INI file of the local computer workstation name in the MaxxTraxx program directory instead of the “Mxtrxpro.ini” file in the local Windows directory.  When the program starts and does not find a local INI file for the computer name, it renames and copies the “Mxtrxpro.ini” file from the Windows directory to the MaxxTraxx directory if it exists. This is so that when MaxxTraxx runs in a Terminal Server environment, each workstation will get its own printer, screen position and miscellaneous configuration settings. Before, the workstations were set to the same settings due to the Terminal Server’s inability to differentiate between workstations.

· FIXED - Bug that was not calculating the discount on the part form for parts on a menu priced labor.

MaxxTraxx Pro CE 4.4.6.0 - 02/07/09

· ADDED - Feature to clone or copy kits in Kit Manager.

· ADDED – Last Cost, Average Cost, Base Cost and Manufacturers List Price to the Parts Browse window.

· ADDED – Feature to create new kits from Repair Orders. You can now make a kit from a reason for service/vehicle problem to a kit from the right click menu on an RO.

· ADDED - Ability to search for kits by make only and exclude the model and sub model.

· ADDED - Feature that when creating a Parts Order or Vendor Invoice that auto-fills only low stock parts that are have the current vendor as their primary vendor.

· ADDED - Optional zip code field when processing a credit card without the card being present and you must type it in.

· IMPROVEMENT - Expanded Recommended Services area on Tech Worksheet printout to include entire description.

· IMPROVEMENT - Switched back to use MAPI for emailing from MaxxTraxx. This now will use your default email program on the current workstation. You must have email setup through Windows on each workstation for the Email feature of MaxxTraxx Pro CE to work.

· IMPROVEMENT – Feature that was calculating the Reorder Quantity in the parts record without taking into account the parts that were currently on order.  Now it looks at all open Parts Orders and Vendor Invoices to calculate the new reorder quantity.

· IMPROVEMENT - Bug that was not using current cost for labor when ADDED from a kit. It was using the old saved cost which may not be accurate anymore. It now always uses the current labor cost.

· FIXED - Bug in the inventory sales history report that incorrectly calculated the profit and profit percentage.

· FIXED – In Payroll, paycheck stub was not printing local tax and did not include it in total on stub.

· FIXED - Bug in MAPI email that caused it to fail with MS Outlook if there was an attachment.

MaxxTraxx Pro CE 4.4.5.0 - 01/28/09

· ADDED - "Test" button to the email setup form so you can test the email settings without leaving the form.

· IMPROVEMENT – Reformatted Florida invoice detail layout. Also changed it so the Florida Disclaimer detail only shows when printing an Estimate.

· FIXED - Bug that was improperly adjusting the discount on paid RO's that had sales and returns on them along with an invoice level discount.

· FIXED - Parts Short Sold report so it works properly with the SQL version.

· FIXED - A credit created in A/P by restock return was unable to be used to receive Refund Credit.  It said No Credit Available.  It worked correctly if credit was created manually from the Vendor options.

· FIXED – Bug when adding a new item to the Paid Out or Non Invoiced Cash in tables, then later deleting it from the table, it left it active on the drop down list.

· FIXED - Inventory Sales History - Detail report was not printing the customer name.

· FIXED - Bug in the calculation of the invoice height that caused the details to overprint the totals if you had an invoice that should have been three or more pages.

· FIXED short sold report so it works properly with the SQL version.

MaxxTraxx Pro CE 4.4.4.0 - 01/19/09

· ADDED - "Test" button to the email setup form so you can test the email settings without leaving the form.

· ADDED - Checkbox in Email Setups for "Use TLS (start communication un-secure, then switch to SSL)". You will need to retype your password into the email setup form before you can send email.

· ADDED – A Warning Notice when starting the Physical Inventory process that states that all pages that will be counted need to be counted and posted to the physical inventory before restocking, selling or manually adjusting of any parts. In other words. You can do no business after you have printed the Physical Inventory Sheets until you have finished Posting the new Stock on Hand quantities. Failure to follow this procedure will invalidate your inventory counts.

· IMPROVEMENT – Repair Order and Part Invoice so you can not use invoice level discounts if you have sales and returns on the same invoice.

· IMPROVEMENT - Repair Order and Part Invoice labor and Invoice level discount, and Miscellaneous Charge fields so that they only allow positive numbers.

· IMPROVEMENT - Removed encryption from the email password.

· IMPROVEMENT - Program now only allows one person into a Physical Inventory Input page form at a time.

· FIXED - Bug in Repair Order and Part Invoice that allowed you to create a negative invoice by putting a labor and/or part discount in that was more than the sales were for.

· FIXED - Bug in Repair Order and Part Invoice that allowed you to put a negative amount in the part discount, labor discount and supply charge field.

· FIXED - Made adjustment to the printed RO to try and fix the problem where it overprints onto the totals area instead of printing the totals on another page.

· FIXED – Intermittent Part invoice sales tax bug.

· FIXED - Put code in the TimeClock clock-out form to make sure it uses the last clock in record available.  The query before this would find the first record in the table that did not have a clock out date/time and use it, which if there was a record like that on a previous day for some reason, it would use that one and clock you out of the wrong record.  This could cause a record where the clock in and out date would be different.

· FIXED - Receiving Non-Invoiced cash in by other than cash (credit card, check) treats it like cash.  That is, in Make a Deposit, it adds to the Cash Available for Deposit, rather than to the Credit Cards or Checks.  Also, it didn’t show up in the Daily Sales area as affecting cash, and was not displayed in the Daily Cash Drawer Financial Summary report on page 2 or 3.

· FIXED - Bug that allowed A/R and A/P manual invoices to be saved with a due date before the transaction date.

· FIXED - Bug in the physical inventory posting that was not updating all of the parts it should have.  Random parts would not be seen as needing to be updated even though they should have been.

· FIXED - Bug in Kits that was bringing buyout and placeholder parts on the RO at 100% discount if the Kit was using actual prices.  IMPROVEMENT so that it will use the saved price for buyouts or placeholders even if use actual price is checked.

· ADDED – A Warning Notice when starting the Physical Inventory process that states that all pages that will be counted need to be counted and posted to the physical inventory before restocking, selling or manually adjusting of any parts. In other words. You can do no business after you have printed the Physical Inventory Sheets until you have finished posting the new Stock on Hand quantities. Failure to follow this procedure will invalidate your inventory counts.

MaxxTraxx Pro CE 4.4.3.0 - 01/05/09

· ADDED - Email Setup under the Setups menu.

· ADDED - Checkbox to link flat rate hours to the billed hours on the labor form. When checked, Flat rate hours paid to Techs are the same as Billed Hours.

· ADDED - Global setup checkbox to link flat rate hours to the billed hours on the setup form.  This is your system wide default setting.

· ADDED - Security setting called "Allow unrestricted credit card refund" under the "Bank Account Functions" security group.  Without this permission you can not do a credit card refund.

· ADDED - Second confirmation window that shows if you cancel an RO or PI payment that has credit card transactions on it, telling the user that the transactions have to be voided.

· ADDED - Warning window when you delete a credit card payment detail on the cash drawer form.

· ADDED - Radio Code and Miscellaneous fields to the vehicle table and form.

· IMPROVEMENT - Canceling in the middle of paying an Repair Order or Parts Invoice payment that has been paid with a credit card now voids the credit card transactions at the gateway instead of issuing a credit for to the customer. By doing it this way, the customer never sees the transaction on their account statement.

· IMPROVEMENT - The original transaction date is now used when voiding an RO with a credit card payment and adding a deposit on account to the customer's account.

· IMPROVEMENT - Email setup to allow username and/or password without the SSL checkbox set.

· IMPROVEMENT - Manual credit card processing (without card present) so it warns if there is no security code (CVV2), but allows them to continue and charge the card without it if they want.

· FIXED - Bug that was not hiding the disclaimer signature line if there was not a disclaimer text or disclaimer signature text defined.

· FIXED - Bug in AR and AP due date calculation.

· FIXED - Bug that was cutting off the credit card signature line on the new printed Repair Order printed copy.

· FIXED - Bug that would improperly export AP transactions to QuickBooks by putting a zero line for the transaction header and a separate disbursement (split) line for the AP account. This caused the import function to fail.

· FIXED - Bug in the cash drawer trans window that always showed the leading '******' that is only suppose to show when there is a credit card number to display.

· FIXED - Double click on an empty A/P or A/R transaction list brings up a general journal edit form.  It should not show any form. 

· FIXED – Deposit and Credits on account to a customer who is also a vendor couldn’t be used properly. For instance a credit to a customer that is also a vendor couldn’t be used to pay off the amount of money that you owed the vendor. Now it can. 

· FIXED - Discount does not show a minus sign in the subtotals of the repair order and part invoice.  NOTE: This was for part and labor invoice level discounts on the misc. page.

· FIXED – Bug that when you make a payroll deposit, when you chose your quarter and payee, the check view is filled out with disbursements, but the Post Check button is not active, you have to un-choose To Be Printed then recheck it for the button to become active. 

· FIXED - Printing a payroll check or payroll tax deposit check is asking to recall the last transaction for the name on the check. 

· FIXED - Typo under Employee Reports: Employee Pay Totals on the filter window where it says to select "by Employee"  the first radio button, "All Employoees" contains a spare "o" 

· FIXED - Bug that was causing the credit card processing of a manual credit card refund (wildcard – refund without an accompanying previous sale) to fail with a "Declined - Invalid Account Number".

· FIXED - Kit Updater didn’t work for labors.  It also needs to work for freeform labors on kits also 

· FIXED - View Sales under the Part that is not including cash sales.

· FIXED - When starting a new invoice or appointment and searching by vehicle license or VIN, you couldn’t find the "customer" but if you had a fleet customer with lots of vehicles you could find the customer, but then needed to re-find that vehicle from the list of vehicles for that customer.

· FIXED - Bug that was not encrypting and decrypting the email password correctly which caused the email authentication to fail. NOTE: The email password needs to be reentered on the Email Setup form and saved before you will be able to successfully send email.

MaxxTraxx Pro CE 4.3.9.0 - 12/09/08

· ADDED - Email Setup under the Setups menu.

· ADDED - Put vehicle in the subject line of the email. Put greeting and company address in the body of the email.

· ADDED - New field in credit card setup to define the sale message that prints on the bottom of the deposit on account receipts.

· ADDED - New field in credit card setup to define the sale message that prints on the bottom of the deposit on account receipts.

· ADDED - Put a window in for messages from the Credit Card Gateway to tell that the charge is a duplicate charge to the same customer on the same day.  The message window notifies the user and gives them a chance to override the duplicate and charge anyway.  If they choose to override it, the current time value is appended to the invoice number and passed to the gateway as the new merchant number which avoids the duplicate error.  They can also choose to not charge them again and return to the payment form.

· ADDED - Put option on the right click menu of the AR transaction list to reprint the deposit on account receipt.

· ADDED - Feature to print receipt for AR credit refunds.

· ADDED - Feature to reprint the AR credit refund receipt by right clicking on the transaction in the AR transaction list.

· ADDED - Ability to print multiple copies and select the printer when printing the AR receipt.

· ADDED - Put code in to maximize the schedule and part invoice browse windows if there is no value in the INI file to set the window size (usually this will happen the first time the program is run).

· ADDED - Ability for the AR refund function and RO payment function to refund to a credit card without having an order and trans ID from a previous credit card charge (Wildcard refunds – this means you can refund to a customer card without them having ever charged to that card before or had charged it a long time ago).

· ADDED - Wildcard credit card refunds require a manager’s override.

· ADDED - Modified credit card processing so it looks for an invalid swipe before sending the data to the gateway and shows an error message telling the user to try again.

· ADDED - Put F9 logout on the cash drawer form so managers can logout after overriding to allow a credit card refund.

· ADDED - Credit card payment information now goes to the AR receipt.

· ADDED - Voiding or deleting a returned cash part invoice issued by credit card in the cash drawer now reverses the credit by allowing you to charge the customer's card.  A warning pops up telling you that you will need the customer's credit card number to complete the void/delete.

· ADDED - Right click menu on the PO and vendor invoice that allows you to view the master part or sublet record.

· ADDED - Location column to the Excess Inventory report.

· IMPROVEMENT - Email to use internal Email form instead of Windows default Email program. There was a problem with the different Windows Email programs being able to import the Repair Orders.

· IMPROVEMENT - Printed deposit on account receipts to use the new sale message.

· IMPROVEMENT - Modified vendor form so it saves the record before opening another form from the Options menu in case you change something on the vendor form that effects what is done on the form that is opened from the Options menu.

· IMPROVEMENT - Redesigned Invoice so that it works better with multiple page invoices and handles different states required disclaimers better. IMPROVEMENT so signature line only prints on paid or completed RO's.

· IMPROVEMENT - Redesigned Quickbooks export format so that it works better with latest releases of Quickbooks. It also now won’t cause the problem with creating duplicate customers and vendors in Quickbooks.

· IMPROVEMENT - Modified Inventory Sales History Summary and Detail reports so they include the cost of warranty items when calculating the profit and profit percentage

· IMPROVEMENT - New labors and parts brought in from the catalog and added to RO's or kits. They now use the RO setup checkboxes when determining if they should be taxable or not.

· FIXED - Bug that would not print the fourth line of the address on a check.

· FIXED - If quotes exist for vehicle, and you open a Paid RO, you could click on Quotes button and actually add the quote times to the paid and closed RO.  Subtotals were changed on the RO but not the total or payment amount. Now you can’t do that.

· FIXED - Setup a vendor for payment due date and discounts didn’t work correctly.  If you set “Day of Month Payment is due to (10) and Cutoff Day for next month due date (31).  Then you went to that vendor’s options and created an invoice.  It worked fine at first, but then if you changed the invoice date backwards a month or two it messed up the due date.  It seemed to work when you set it forward.  Also, if you created a vendor restock invoice, it didn’t seem to work at all.

· FIXED - Bug in the Excess Inventory report that caused the location filter to be ignored, and the size filter work as the location filter.

· FIXED - Bug on the printed RO that was showing a sub total for Towing that was a duplicate of the parts sales.

MaxxTraxx Pro CE 4.3.7.0 - 10/27/08

· IMPROVEMENT – Final Invoice Signature line to include Credit Card disclaimer for those using the MaxxTraxx built-in Credit Card processing.

· FIXED – Purchase Orders weren’t updating the On Order field on the Part record properly when returning a part to the vendor.

· FIXED – Debit Card payments were not displaying properly on the Bank Deposit screen.

· FIXED – Debit Card payments were not displaying properly in the Daily Sales function.

· FIXED – Debit Card payments were not displaying properly on the Daily Cash Drawer Financial Summary report.

MaxxTraxx Pro CE 4.3.5.0 - 10/17/08

· ADDED - Expanded Internet Ordering integration.

· ADDED - Quick Tire Quote function.

· ADDED - Credit Card Authorization (includes free Card Readers and lower rates guaranteed).

• ADDED - VIN Decoding and CarFax Integration.
• ADDED - Optional Integration to Motor Flat Rate Labor Guide.
• ADDED - Optional Integration NEXCAT Flat Rate Labor and Aftermarket Parts Catalog.
• ADDED – User definable Checklists (integrated to Technician Jobclock).
• ADDED – Company Tasklist Module (for those important dates to remember and ToDo’s)
• ADDED - Repair Order Sub-Estimate totaling and integration with Recommended Services.
• IMPROVEMENT – Enhanced entry of custom vehicles. You can now easily enter any type of vehicle or equipment to work on.

· Miscellaneous Features and Bug Fixes.

MaxxTraxx Pro CE 4.1.0.0 – 06/01/2007

· ADDED - Optional Accounting Modules: Payroll, Banking (Checking), Accounts Payable, General Ledger.

· ADDED - Accounts Payable export to QuickBooks .

· ADDED - Password and Security Module.

· ADDED - Wrenchead Online Parts Ordering (NEXPART).

· ADDED - TSB and Recall Integration.

· ADDED - Customer Follow-up integration with 3^rd party vendors.

· ADDED – Automatic Local Backup Utility.

· ADDED – Automatic Backup to Scott Systems’ Backup Servers (Optional)

· ADDED – Full Login and Security Module.

· IMPROVEMENT - Expanded Management Reports section

· Miscellaneous Features and Bug Fixes.

NEW PRODUCT RELEASE - MaxxTraxx Pro CE * (Corporate Edition) 4.1.0.0 – 12/01/06

• * New Product Release – MaxxTraxx Pro CE (Corporate Edition). Corporate Edition is designed for larger shops, chain stores or shops that want a more powerful management system. Future releases of CE will include many advanced features, aftermarket integrations, and optional full accounting. This edition of the software will need more powerful computers. Minimum Server hardware requirements: 2400 MHz CPU, 2GB System Memory, 60GB Hard Drive, 100mbps Network Card. Minimum Workstation hardware requirements: 2000 MHz CPU, 1GB System Memory, 100 mbps Network Card.
• Major change of database structure from Topspeed Flat File database to Microsoft SQL Server 2005. This will use the free Microsoft SQL Server 2005 Express engine and give tremendous improvement in speed in the program and on large reports with increased database integrity. This is a necessary change for future releases of multi-store, accounting and advanced reporting modules.
• Retired – MaxxTraxx Pro 3.8.8.0 – No more updates are planned.

MaxxTraxx Pro 3.8.8.0 – Update - New Features and Bug Fixes - 12/14/06

• 3.8.7.6 Hotfix changes listed below
• ADDED - Feature to total labors and parts on quote items being selected to put on an RO.
• ADDED - Menu to the Quote button on the RO to choose from Reasons/Labors/Parts quotes depending on the level you are on in the tree view.
• ADDED - A warning that there are quotes written for a customer when you are creating a RO or APPT for him. Currently, there is no automatic way that the Service Writer knows there are open quotes. (Thanks to John at German Motor Service).
• ADDED - Routines to check for quotes when adding an appointment or RO now excludes quotes that have expired.
• ADDED - Driver name and Sales Person are now filled in with the customer name and logged in employee when adding a new Parts Invoice.
• ADDED - Credit limit field to the Vendor form.
• IMPROVEMENT - Quote button on the RO is disabled if there are no quotes for the customer/vehicle it's for.
• IMPROVEMENT - Requests for Service and Vehicle Problems aren't saved on the RO in the order you created them. It rearranged them in alphabetical order during the appt process and then copies it to the RO in that order. Now it saves them in order.
• IMPROVEMENT – Service Schedule, if the promised date is different than the start date, then the promised column should show the date and not the time, even if today is the day that the appt was made. Because the promised date is tomorrow and it is confusing to show the time in that column when it really is referring to a different day.
• IMPROVEMENT – When adding a part to a RO and you use Parts from History, it should also bring quantity across. Same as it does on labor.
• IMPROVEMENT - Default RO print format so the second signature line only prints if there is text to print under the signature area.
• IMPROVEMENT - Made the bulk matrix price update faster.
• IMPROVEMENT - Free form labors put on quick quotes now start with the default labor rate from RO setup.
• IMPROVEMENT - Matched column headers in general inventory report with those in the valuation report.
• IMPROVEMENT - Don't show Discount column on printed RO if there are no Discounts on the RO. This has been a recurring request by most users.
• IMPROVEMENT - Increased the size of the printed invoice disclaimer and warranty area to the largest allowed on the current RO to try and avoid cutting off the bottom of the text.
• IMPROVEMENT - RO and PI now check for parts on order when the form is opened and closed. Previously it was only done when the form was closed.
• FIXED - Bug on parts invoices that would not show the WorldPac catalog when using the "Add Part" button. It would work when right clicking, but not when using the button.
• FIXED - If you try and delete a Source, it does nothing.
• FIXED - System wasn’t showing newly voided repair orders on the voided repair order report.
• FIXED - Running the inventory summary report by product code caused random part numbers to be duplicated, triplicated and fourplicated on the report.
• FIXED - Bug on the schedule that would start with the highlight bar gray and not change the color until the list lost and regained focus.
• FIXED - When going into a new RO and printing, if you choose to print vehicle history and a tech copy, you get a message the there are no records to print and the tech copy doesn't print but history does. The tech copy prints fine by itself however.
• FIXED - Workstation prints to default windows printer, not where it's directed.
• FIXED - Inventory, Pricing, by Product code. If part has multiple vendors, it shows up on the report once for each vendor. Also, doesn't seem to be a pricing report at all, only shows Avg cost, qty on hand and valuation, as a General Inventory report would. No price a, b, c, etc.
• FIXED - If a part has accidentally been given a core cost it uses that cost even if you have chosen not to track cores on that part. It also still charges the core cost when you purchase the part on a PO or Vendor Invoice.
• FIXED – If you use a Menu Labor with parts attached on a RO, then delete the Menu Labor from the file, the parts are still floating out there, and when it tries to assign the labor from history, it can't find the parts. This is not an issue with Flat Rate Labors, you can delete them and use them from history without error. If you try to add a labor from history that is deleted it will warn you that you can not and will mark it as inactive in the vehicle labor history list.
• FIXED - Add a kit with parts or labors on it with User charges and the user charges don't show up unless you highlight each part and open it up on the repair order. NOTE: Problem was due to the part not getting the user charges when it was first added to the kit. Existing kits will still have the problem unless you delete the part from the kit and re-add it, or update the user charges on the part on the kit manually.
• FIXED – If you add a free form labor to quote, discount it, it will discount the discounted amount.
• FIXED - Inventory Reserved Parts Summary report was including parts on quotes.
• FIXED - Adding a free form labor to a quick quote created with any price except "A" did not bring the correct price across. Still used A no matter what you selected.
• FIXED – In Time Clock if you added a reason for clock out in administration, then deleted the reason, the reason still showed when clocking out.
• FIXED – If you start a quote for a customer, then add a part from ALLDATA that doesn't yet exist in parts and save it, it doesn't create the part. Add the part from RO from ALLDATA, save the RO, it creates the part, and reserves one. Go back to your quote, add the part again from ALLDATA, and it reserves the part to the quote. Delete the part from the quote, it remains showing -1 in stock, but try to see where it's reserved, nothing found.
• FIXED - If you create a Revision, the top number in your dropdown is not the default number, rather it is the phone number with the lowest digits. Also, if you choose another phone # (in our case we chose the Default 1 number) when you go back into the revision after saving it, it had changed to a different number (in our case it had changed inexplicably into the Default 2 number). This was fixed on a previous release but seems to have gone a little haywire again.
• FIXED - Running a customer report using Zip Code parameters brought up NO results. However, if you skipped the Zip Code parameters it brought up everyone with many of the customers having Zip Codes within the parameters that we originally input.
• FIXED - Bug in valuation report that would not hide the product code column header when it was run as a summary report.
• FIXED - Set original price equal to base price on the labor adjustments window of the invoice labor form to fix a bug that caused labor totals on the RO to get out of sync.
• FIXED - Bug that was not setting the restock detail record product code ID properly when converting a purchase order into a vendor invoice.
• FIXED - Bug that was not showing the attached GL account on edited payment methods for anything other than credit cards.
• FIXED - Open PO, select to add part that is on another open PO, select to edit the part from the part list, go to the stock tab and select to view items on order. Now cancel all the way back to the PO and the PO will take on the vendor name and part description of the PO that was already on order.
• FIXED - Bug that caused the highlight bar on the schedule to move down one when saving a quote.
• FIXED - Bug that would not assign a cost if the part was added from a Menu Priced Labor and only had one in stock.
• FIXED - Bug that was not putting in the phone extensions when adding an appointment or RO.
• FIXED - Bug that caused a Windows Error (GPF) if you added a part from WorldPac, then shut down WorldPac, and manually restarted it while MaxxTraxx was still running.
• FIXED – If you changed a customer's phone number it didn’t update appointments, open RO's, and open Part Invoices.
• FIXED - Vendor List report so the address information shows.
• FIXED - Misc. charge text on the sales and tax report.
• FIXED - If you went to the Edit Job Clock and opened up a clock in. The Actual hours didn’t show up on the detail form. However, if you just looked at the form, then saved it without making changes, they then showed up. Now, they show up initially as they should.
• FIXED – When creating an appointment by searching customer and clicking on New Appointment OR Repair Order from the options menu, the function stops working after the first time you do it. You have to close and reopen MaxxTraxx to create another one that way.
• FIXED - Put code in to avoid multi min/max/system buttons appearing when switching between the schedule and part invoice forms.
• FIXED - Bug that would not convert a quote into an RO when viewing a quote from the vehicle list on the customer form.
• FIXED – Not costing sublets properly even after you purchase them on a Vendor Invoice.
• FIXED - Bug that was not assigning the default product code ID to a placeholder on a menu priced labor when it was added to the RO.
• FIXED - If you put a sublet on a RO and then purchase it... Then go back to the RO and change the description of the sublet, MaxxTraxx will then warn you that you have to buy the sublet again. It was confused when the user changed the description.
• 3.8.7.7 Hotfix changes listed below
• FIXED – Expanded the Disclaimer section when it has been moved to the bottom of the Repair Order. Before it wasn’t printing the entire disclaimer.
• FIXED - Miscellaneous Setup area functions that would not show the right click menu properly.
• FIXED - Employee productivity detail reports that gave a bind error when trying to filter by last name or employee code.
• 3.8.7.8 Hotfix changes listed below
• FIXED - Bug that would calculate free form labors on the previous version improperly if their original price was different than the base price.
• 3.8.8.0 Hotfix changes listed below
• FIXED - Bug which truncated totals on the Sales Summary report and Tax Summary report, making the reports unusable.
• FIXED – Registration caused some users to need to be re-registered, and their workstation ID's would change without notice. This new version will retrofit anyone who has not manually created a new workstation ID.
• FIXED - Would not allow you to un-tag items in the cash drawer closing form.
• FIXED - IMPROVEMENT cash drawer closing form to allow you to uncheck all items in the list and do a "Save Only". Previously it would require at least one selected item to save the closing without posting. Posting items still requires at least one cash drawer item to be selected.
• FIXED - Quotes button not lighting up when there are quotes available.
• FIXED - bug that was calculating discounts wrong and saving the wrong value in the discount field. This causes the QB export to be wrong because the discount on the RO was using the calculated amount, but the export used the extension

MaxxTraxx Pro 3.8.7.4 – Update - New Features and Bug Fixes - 3/01/06

• 3.81 - 3.8.7.4 Hotfix changes listed below.
• ADDED - Vehicle Tag Number now prints on the tech worksheet printout.
• FIXED - Window positioning error where occasionally a window would be off the screen and you were unable to see it or click on it. The results were that the program seemed like it had hung up, but hadn’t.
• FIXED - Invoice discounts are now able to handle up to 100% discount instead of 99%.
• FIXED - Invoice with Part Margin report now includes fluids and legacy sublets in cost.
• FIXED - General inventory report I added the ability to include Fluids in the report, and also expanded the Location field to show all 8 possible characters instead of only 4.
• FIXED - Reorder report now will not include the same part if there were multiple vendor part numbers listed in the part record.
• FIXED - "Apply Matrix to all inventory items" function. Parts were not getting matrix pricing.
• FIXED - Parts Invoices no longer charge Hazardous Waste fee waste on part sales.
• FIXED - Same part showing up twice on reorder report because of priority vendor selections.
• FIXED - Bug that was causing a schedule record not found error when viewing vehicle invoice history from the customer record.
• FIXED - Bug in physical inventory posting that used the wrong description for part adjustment records.
• FIXED - Put part on RO that has none in stock at quantity of 2 on the RO and save it, then edit it and change it to 1. The short sold should show 1 but shows zero instead.
• FIXED – Speed issue with creating physical inventory pages.
• FIXED - Bug that was skipping invoice numbers when converting a quote to an RO.
• FIXED - Bug that was assigning a quote number even if the quote was immediately converted into an RO before saving the quote for the first time.
• FIXED - Bug that allowed more parts and cores to be returned on a PO or vendor invoice than were in stock.
• FIXED - Tax Summary wasn’t picking up total sales. Actually, the report is just short a character.... example - total sales is $115,350 and the report is showing $15,350... missing on character.
• FIXED - Request for service list on the bottom of the schedule shows records if you go to a day without any appointments.
• FIXED - Anytime you mark a parts counter invoice as completed, the customer phone numbers disappear.
• FIXED - Add an appointment and add Requests for Service or Freeform notes to it on the wizard. Save the appointment and double click on it from the schedule, then cancel without saving the new RO. The RFS and Notes added on the wizard get deleted.
• FIXED - Bug that would save free form notes added from the appointment wizard without a short description (key word) so they would not show in the list on the schedule. Now adds the default "Free Form Note" text and allows the user to change it if they want.
• FIXED - Bug when converting a quote to an RO that gave a "record not found".
• FIXED - When creating kits, if you have a labor on it and you choose the default "use prices in kit" the description from that kit does not print on invoice, if you use current pricing it prints fine. NOTE:Description from inventory is being used when checking "Actual" prices instead of the default "Saved" prices.
• FIXED - Bug that would assign the same line number twice to labors on a kit added to an RO.
• FIXED - When selling tires from parts on order, it doesn't bring the user charges (Tire Tax).
• FIXED - Socket error on WorldPac when it's opened more than once.
• FIXED - Bug that kept tracking tech clocked time if they were on idle time and chose to clock out of work while they were still on idle time.
• FIXED - Bug in the sort order of the Job Clock Details report that printed clock in/out times in the wrong order.
• FIXED - Florida, Michigan, and Wisconsin printed invoices to work with quick quotes.
• FIXED - Bug that would not take the quantity out of inventory when replacing a placeholder on an RO with an inventory part.
• FIXED - Bug when replacing placeholder on RO with an inventory part that would not put an entry into the Part Adjustments log.
• FIXED - Bug that would not remind you to order a part imported from WorldPac (or any catalog for that matter) that exists in inventory when put on an RO from the catalog.
• FIXED – Bug that when you would add an appointment and put a request for service on it then Double click on the appointment to create a new RO, then cancel the RO. The request for service added when the appointment was created is deleted.
• FIXED – Bug when you add a Request for Service (RFS) from the schedule to an appointment without an attached RO and then go into the RO and exit. The RFS would be turned into a recommendation and the only way you could remove it is to add to move it to the recommendations list and delete it from there.
• FIXED - Bug that did not enable/disable the delete button and popup menu choice correctly for the Request for Service list on the bottom of the schedule.
• FIXED - bug that was not showing free form notes in the request for service list at the bottom of the schedule. Also added a default description to free form notes and enabled editing of the short description (keyword) field on the job form for free form notes.
• FIXED – Now it doesn't allow you to remove a Request for Service from a quote and make it a recommendation which was causing the request to disappear into thin air.
• FIXED - Put template in to check window positions on open center a window if it's outside of the main frame
• FIXED - Payroll report does not match productivity. The payroll was assigning 100% of the hours to the employee commission even if they only worked a percentage of the labor.
• FIXED - Sales tax summary so it shows Miscellaneous Charges.
• FIXED - Removed cascade delete relation in an attempt to fix the magic disappearing vehicle trick. (this happens occasionally on a few systems… no known cause at this point)
• FIXED - Check for a duplicate invoice number because it could have allowed a duplicate number if two RO's were added, then go back to the first and change it to the number of the second
• FIXED - Put feature in to check for missing vehicles when the RO is opened and prompt the user to reselect the vehicle if it's missing. The old vehicle ID is used so all history is brought forward to the newly selected vehicle. This will only be used if the above fix for missing vehicles doesn’t work.
• FIXED - Bug that would show user charges incorrectly on the RO for returned parts.
• FIXED - Bug that would double the user charges when returning an item with a core.
• FIXED - But that would show user charges incorrectly on the RO for returned parts.
• FIXED – When discounting total Parts or Labors on an RO, it wouldn’t let you do a 100% discount.
• 3.8.5.0 Hotfix changes listed below.
• ADDED - Feature to prevent a second instance of MaxxTraxx from starting if the WorldPac catalog is used.
• ADDED - Feature to re-print payroll reports. Go to the report menu, then to Employees and select Payroll Batch.
• ADDED - Feature in to look at the c:\wpsd file if WorldPac is on and check to make sure the WorldPac program is installed before loading the wcap.dll. If it's not installed the dll is not loaded and the WorldPac electronic order record is turned off.
• IMPROVEMENT – Version numbering to a 4 digit system. This allows for better tracking of Hotfixes and Beta releases.
• IMPROVEMENT - Put negative and positive stock on hand and valuation totals on the general inventory and inventory valuation report. Also colored negative value lines in red.
• FIXED - Bug that could have allowed a negative amount of sublets on order.
• FIXED - Bug that assigned average cost in the invoice sublet form. It could have assigned the cost from the sublet master record to the sublet sold even if there were none in stock when the item was added to the RO.
• FIXED - Bug that allowed did not disable the Delete right click menu choice and allowed deleting a revision beyond the last one issued.
• FIXED - Bug that would not show all letters that need to be sent in the letters to send list.
• FIXED - Bug that would not delete marketing letters if a vehicle or a customer was deleted.
• FIXED - Took the words "Repair Order" "Service Writer" and "Estimate only - do not pay" off of the Parts Invoices.
• FIXED - Printed Purchase Order does not list any cost on Cores. Returned Items don't have cost listed.
• FIXED - Bug that would not add a RFS to the recommendations when dragging it from one list to the other on the schedule if the RFS did not originally come from the recommendations list.
• FIXED - Bug that was de-referencing RFS, labors and parts from an RO if it was voided.
• FIXED - Convert Quote to Invoice doesn't bring the default warranty across.
• FIXED – Bug that didn’t report the recommended services that come onto the RO with unmatched labors.
• FIXED - The discounting of Menu Priced Labors. Especially if you have deleted one or more of the parts on a menu priced labor. The totals don't add up on the Repair Order or when exporting to QuickBooks.
• FIXED - Bug that was reversing inventory adjustments records exported to QuickBooks.
• 3.8.6.0 Hotfix changes listed below.
• ADDED - New type of product code for Add-on charges.
• ADDED - Product code form now requires GL accounts to be selected if they are needed. This will fix the out of balance exports if the user hasn’t fully setup his default account numbers.
• FIXED - Bug that would give an error if there were no product codes in the list and you selected to add one, then canceled.
• FIXED - QB export so it shows an error message and prevents the export file from being created when an error happens.
• FIXED – Update controller so that it doesn’t continue to tell the user that there is a new version that is ready to be installed.
• 3.8.7.0 Hotfix changes listed below.
• FIXED - Bug that was reversing the inventory balancing disbursement being exported to QuickBooks if a part or parts were returned to the vendor at a cost that was different than the adjusted average cost.
• 3.8.7.4 Hotfix changes listed below.
• ADDED - Workstation setup screen now has the ability to turn off WorldPac on an individual workstation basis even if SpeedDial has been found, allowing that workstation to run multiple copies of MaxxTraxx.
• ADDED - Put code in to check for labors and parts attached under a job on an invoice but were missing the Repair Order ID (if for example the RO was improperly saved or there was a glitch on the computer). The program now reattaches the Labors and Parts to incorrectly saved Repair Orders.
• ADDED - Code to export core costs of part adjustments to QuickBooks correctly.
• FIXED - In the Parts Invoice, the add WorldPac menu item was not being disabled when WorldPac was not set to active in MaxxTraxx Setup module.
• FIXED - Bug on Vendor Invoice when building the Vendor Invoice automatically from low stock parts. This created an improper and out of balance export in QuickBooks.
• FIXED - Menu Price Labors support for breaking out Fluids and Cores in the Repair Order Totals section when adding as actual items (as opposed to Part Placeholders) from the Menu Priced Labor.
• FIXED - Out of balance posting issues stemming from Discounts of parts added from Menu Priced Labors and other places. Invoices totals did not add up to the subtotals, and Paid Invoice report totals did not equal posted amounts. This could happen if you discounted the Menu Priced Labors or the Parts on them.
• FIXED - Bug on the PO that would not remove the sublet quantity on order if you added one to a new PO and canceled the PO without saving.
• FIXED - Bug that would call a part form matching the sublet ID when you right clicked on a sublet on the PO instead of a part. Menu text would also say "View Part Record" even when on a sublet, now changed to read "View Sublet Record" when needed.
• FIXED - Bug in the purchase order detail form that could have missed updating the sublet status on the RO.
• FIXED - Bug in the view screen when checking Parts Orders that could have caused an item on the Parts Order Invoice that was tied to an RO as still needing to be ordered when the RO was saved.
• FIXED - Bug that on would also cause an item on an RO to show that it still needed to be ordered when it did not.
• FIXED - Vendor Parts Reorder Report to exclude inactive parts.
• FIXED - Bug in the cash drawer closing routine that would mark invoices as posted even if they were not included on the closing. This would not cause out of balance, but it would cause the part cost export to include items that should have been included on future closings. They would not get re-included on the future export because the flag would be set which determines it had already been done. The problem is that the closing shows costs that it shouldn't and it would export invoices that were paid on an open cash drawer as well. If the user voided an RO later in the day after doing the export then their QB inventory costs would be off since it already got exported.

MaxxTraxx Pro 3.80 - Major Release - New Features and Bug Fixes - 4/29/05

• ADDED - Phone extensions to the appointment, RO and Part invoice screens and printed copies.
• ADDED - Implemented multi-add parts and buyouts on the Repair Order, Parts Invoice, Parts Order and Vendor Invoice forms.
• ADDED - Buttons to the bottom of the Labor/Parts list view on the RO to facilitate ease of use and speed for any “Right Click challenged users”
• ADDED - Show Customer, Hat Number and License on Job Clock list. Took engine out.
• ADDED - Put valuation on Reserved Summary report.
• ADDED - Can now return sublets on PO's and vendor invoices.
• ADDED - Put a notes field on Part records.
• ADDED - Alerts to customer record, RO, and PI. Put on the notes page of customer form (make notes field smaller under the notes field). Put "Customer Alert" in red beside the email on the customer form. Put "Notes/Alert" on the menu box of the customer form. On the RO, put "Customer Alert" in red right above the email button.
• ADDED – Saving of who the person was who edited a time clock or job clock record. Also when adding a new record in the edit screen, put a status of something to show that it was a "created" clock-in and who created it.
• ADDED - Longer description on Job Clock Tech notes field from 100 to 300 characters.
• ADDED - Put in setup switches to ask for RO information such as Tech, mileage and source only when the user wants to be asked. (i.e., when form is opened, closed, the RO is marked as completed, and then it's paid. Can be accessed from RO Setups form.
• ADDED - When adding a buyout to the inventory list, the list price of the buyout fills the list price of the part record when it is created, but it doesn't fill the Price A thru F. It does now if there is no Price Matrix turned on and Buyouts are set to use Matrix.
• ADDED - Button to ask when printing labels from marketing - "Print all in caps". This is for some post offices that request all CAPS on addresses.
• ADDED – Allow Drag and Drop changes of order of recommendations on the RO. NOTE: You can drag and drop on the RO and on the recommended services browse that shows from the customer form when right clicking on a vehicle and selecting recommendations. You CAN NOT drag and drop on the recommended services list on the schedule due to a potential conflict with the existing drag and drop between the recommended list and the request for service list.
• ADDED - Put printer choices in a drop down list from the RO and Parts Invoice.)
• ADDED - Default taxable switch in setup to tell the program to check or uncheck sublets/labor/parts tax checkbox when a new item is added.
• ADDED - PO's that have been partially received now have the menu on the Ok button and can be closed even if all items have not been received yet.
• ADDED - Record type to the contact form and to the search criteria.
• ADDED - Receipt Printer Option for Parts Invoices.
• ADDED - Now allows duplicate key words on Requests for Service and Vehicle Problems.
• ADDED - Tech worksheet now shows if the tech should keep or discard the old parts (printed in red on the same line as the customer name).
• ADDED - Implemented feature to turn off individual labors and parts in the history lists.
• ADDED - Physical Inventory tab to the RO setup form and moved physical inventory related setup items to it.
• ADDED – Delete and Undelete feature to remove oddball items in Labor and Parts history of a particular year, make and model of vehicle so that you have a cleaner list of items to choose from when using to create a new Repair Order from previous history of labors and parts sold for that vehicle.
• ADDED - Phone number to the technician worksheet.
• ADDED - Column to show short sold on the printed physical inventory worksheet.
• ADDED - New "Short Sold Report" under the Inventory reports that lists all parts that have a short sold quantity.
• ADDED - A display field that shows scheduled hours total of all Appts and RO’s on the Service Counter.
• ADDED - Spellchecking to appropriate fields.
• ADDED - Put vertical scroll bar on parts purchased and parts sold list if there are more records than will fit in the list.
• ADDED - You can now enter a custom price when replacing a placeholder on an RO.
• ADDED – Ability to search Labor History for a similar vehicle so that you can use previous RO’s like a Labor Guide to add labors to the current RO in work.
• ADDED – Ability to search Part History for a similar vehicle so that you can use previous RO’s like a Parts Catalog to add Parts to the current RO in work.
• ADDED - Changed detail and summary time card reports to show employees that have not clocked in.
• ADDED - You can optionally turn a Vehicle Problem or Request for Service into a Recommendation when deleting it from the RO. This also brings with it all labors and parts that were attached to the Problem or Request.
• ADDED - RO now checks for unmatched items when opening and saving to catch any labors or parts that may have become unattached because of a system crash or alien flyover. (Ctrl+Shift+U will also trigger this function). Labors or Parts will be put under a heading of “Unmatched Labors/Parts” at which time you can then move them to the proper place on the RO by using drag and drop.
• ADDED - Quotes and the ability to turn quotes into Appointments and Repair Orders. Individual parts of quotes can also be Added to existing open Repair Orders.
• ADDED - You can now convert a new or existing customer quote into an RO or Appointment (from the menu on the Ok button of the quote).
• ADDED - Put setting on the RO tab of the program setup form to set the number of days until quotes expire.
• ADDED - Kit builder under the Manager -> Manage Kits menu choice. Program now has a full functioned Labors and Parts Kit section.
• ADDED - RO/appointment add wizard now has an "Add Another" choice when adding problems/requests to the RO or appointment.
• ADDED - Now calculates tech and service writer commission overtime formulas when any edit field is changed.
• ADDED - Credit cards to the list of available payment methods of return invoices.
• ADDED - Ability to refund a customer with a company check when paying a return invoice.
• ADDED - Refund checks section to the daily summary report.
• ADDED - Setting on the workstation setup to adjust the left margin of the receipt if needed (in 1/100th of an inch). The default is used if the setting is zero (the default is 250 which is 1/4").
• ADDED - Put checkbox on the workstation setup to set the part invoice printer as a receipt printer. You can still set it as before when printing the invoice but I put it here so it's easier to tell what the user has it set at.
• ADDED - 3 inch and 4 inch part invoice receipt.
• ADDED - Option to workstation setup to select between 3 and 4 inch part invoice receipt (4 inch is the default).
• ADDED - Ability to view adjustments/history separate by the source (manual, physical inventory, restock, and RO/Part invoice related).
• ADDED - Put total quantity and dollar amounts on the parts purchased and parts sold forms that are called from the part form.
• ADDED - Better confirmation window when deleting labors that shows the labor being deleted and warns that all parts are also deleted with it.
• ADDED - Put customer name and RO or customer name and appointment date/time on the form that confirms you want to delete an appointment or an RO.
• ADDED – Wrenchead/Mitchell Labor integration through the Internet.
• ADDED - When putting a part on an RO from a catalog and a part in inventory matches the part number but not the description, a list of matching part numbers is presented to the user so they can select one from inventory that matches the part or choose to add it to the RO as a buyout.
• ADDED - Fluids row and put invoice discounts into the discounts column on the tax summary report.
• IMPROVEMENT – Inventory to use average cost of part instead of the cost that the part came in at when updating costs on items that were ordered for a specific RO or part invoice.
• IMPROVEMENT - Now calculates valuation dynamically. The valuation field is still in the table but is no longer used.
• IMPROVEMENT - Valuation calculation in the reports so it uses zero if the part quantity is less than zero (since parts can be negative quantity now if they are short sold).
• IMPROVEMENT - Removed short sold from the part record and now we allow the quantity to go negative. It makes for easier understanding.
• IMPROVEMENT - Redesigned Vehicle Problem and Request for Service wizard when starting an Appointment or Repair Order. It will still work as before, but now gives the user the option of categorizing them by Vehicle Problems, Requests for Service, Notes and then further allows breakdowns into categories of the vehicle.
• IMPROVEMENT - Simplified right-click popup menus on the RO.
• IMPROVEMENT - Sublets are set to be taxed as labors, not parts and they won't show as a parts sale.
• IMPROVEMENT - Program Setup menu by splitting the options between Program Setup and a new option called RO and Part Invoice Setup.
• IMPROVEMENT - Removed support for Wrenchead CD. Wrenchead has temporarily stopped supporting the CD version.
• IMPROVEMENT - Rearranged the sales summary report and put sub totals on it.
• IMPROVEMENT - "Grand Total" to "Total" on the bottom of the printed RO and changed the font for it to 10 point.
• IMPROVEMENT - "Paid mm/dd/yyyy" on the printed RO to "Posted mm/dd/yyyy hh:mmAM/PM".
• IMPROVEMENT - Labor list to show flat rate and billed rate hours.
• FIXED - Bug that gave table not open error on PartAdjustments when deleting a labor from the RO.
• FIXED - Tech worksheets now use the tech worksheet printer setup. Previously they would use the report printer no matter what the tech worksheet printer was set to.
• FIXED - Bug in part invoices that would not delete a labor added to it if the invoice was canceled or deleted.
• FIXED - Highlight now stays on the same schedule record after the list refreshes.
• FIXED - Customer report so it only shows the customer name once even if they have multiple phone numbers.
• FIXED - Date button on the marketing letter wizard.
• FIXED - Bug in the TimeClock that was not assigning a reason for clock in to a record created in the time clock edit form.
• FIXED - Bug in the TimeClock that caused a record with no data to be left in the window if the escape key was used instead of the cancel button when canceling a new time clock record.
• FIXED - Printing tech worksheets now saves the RO first so we get a valid RO number before the worksheet prints.
• FIXED - PO to use part number and brand ID when checking for WorldPac parts in inventory. This fixed a problem where WorldPac wouldn’t sync with the MaxxTraxx Inventory properly.
• FIXED - Bug on recommended tab of RO that caused the top recommendation to show the wrong description after deleting a recommendation from the list.
• FIXED - Parts purchased and parts sold list that are on the stock tab of the part form now sort oldest to newest.
• FIXED - Bug that did not enable/disable buttons and menu choices properly when turning the inventory tracking on or off in program setup, then returning to the main frame or schedule.
• FIXED - Vehicle now displays correctly on the RO if you click on the hyperlink on the RO, then edit it and return to the RO.
• FIXED - Phone lists on the RO now refresh when returning from the customer form.
• FIXED - Bug that caused the vendor invoice list to display wrong after adding a new vendor invoice.
• FIXED - Bug that could cause a negative discount to display on the "Adjustments" form for menu priced parts.
• FIXED - Bug in tax summary and sales summary reports.
• FIXED - Made sure reports sort by employee name.
• FIXED - Bug that would allow a closed purchase order to be saved and converted to a vendor invoice.
• FIXED - Bug on a read-only vendor invoice detail form that would not show the RO or PI it was attached to, and the PI radio button was enabled but should have been disabled.
• FIXED - Bug on schedule that would bring up the wrong RO if one above it in the list was deleted on another workstation.
• FIXED - Bug on schedule that would delete the wrong record if items above it in the list, or the item you were trying to delete was deleted or closed on another workstation.
• FIXED - Bug in the wizard to change inventory pricing that caused an invalid filter error.
• FIXED - Bug that caused a record not found error on LaborSolds if you move a labor to another request for service, then select the Ok button and save the RO.
• FIXED - Employee Time Card detail report so it only shows the employee selected.
• FIXED - Balance cash drawer problem that would show unbalanced credit actual and computed columns.
• FIXED - Bug on the RO that caused labor returns to calculate improperly.
• FIXED - When adding an unassociated part to an RO under a Menu Priced Labor it doesn't become part of the Menu Priced Labor (with the green icon and get locked into the Menu pricing scheme).
• FIXED - Bug that caused paid by hours to get out of sync if the hours were changed after the tech was assigned.
• FIXED - Bug that would allow you to press the delete key and delete a random appointment if the appointment list was empty.
• FIXED - Bug that caused time clock records to disappear from the list if the clock in date/time was edited without putting in a clock out date/time.
• FIXED - Display of line item discounts on the sales summary report for returns so it shows as a positive instead of a negative number.
• FIXED - Time filters on productivity reports that would not work when the date range was for a single day.
• FIXED - Bug A/R Aging detail that was showing the incorrect customer.
• FIXED - Bug on Part Invoice that would disable edit and delete labor popup menu choices if there were no parts on the invoice.
• FIXED - Problem that would cause the vertical scroll bars to not show on the PO and vendor invoice lists.
• FIXED - Sort order of vendors to be non-case sensitive.
• FIXED: When the user has used the workstation setups to control the report printer, the PO does not print at all. Only printed when the user changed the windows default printer and allowed MaxxTraxx to print to the default windows printer. Changed PO to use the default report printer setting.
• FIXED - Employee and manufacturer lists so they use non-case sensitive sorting too (they suffered from the same problem the vendor list did).
• FIXED - Employee Productivity report heading for Payable Hours is mislabeled. Should be PAID hours.
• FIXED - Blocked the ability to write a Parts Counter invoice to cash customer, and pay it out to accounts receivable.
• FIXED - Bug that would cause the payment method drop down on the cash drawer wizard to stay disabled if you selected to Pay an invoice with no amount, then pressed the back button and selected another invoice with an amount.
• FIXED - Customer marketing labels were printing employees, vendors and manufacturers also. Should only be printing Customers.
• FIXED - WorldPac to PO is popping the warning that all parts weren’t available even though they were. And when that happens it puts the part to Stock and not to the repair order from whence it came.
• FIXED - Default price matrix, if you set first line to 1.33 cost multiplier then bring in a part from WorldPac. It then goes in at 2.33 cost multiplier.
• FIXED - If you create an appt or RO from the customer form, it now pops the recommended services form if there are existing recommended services for that vehicle.
• FIXED – Bug was this…Create a vendor invoice, order a part on it and assign that part to an RO. Next go into the RO and add a menu priced labor, then add the part from Parts on Order from the vendor invoice under the menu priced labor. The part goes on the RO attached to the menu priced labor and gets discounted. Now it goes on properly.
• FIXED – Bug was…Trying to replace a Part Placeholder with a buyout part with a core - core box stays gray.
• FIXED - Average mileage switch doesn't work. Always asks for average mileage.
• FIXED - Adjusting inventory down, doesn't use the average cost. It is using a $0 instead. Now it uses proper amount.
• FIXED - Filter on parts purchased report should show "All Vendors" not "All Customers"
• FIXED - Revise an estimate from the Schedule.... Then go and try and revise a different RO from the schedule and the first one shows up when you press the Revise button. It wasn’t clearing the buffer, now it is.
• FIXED - Parts counter Tickets to allow selection of phone numbers.
• FIXED - Search for vendor invoice by name gives bind error on loc:IsClosed.
• FIXED - Vehicle recommendations list that opens from the customer form shows the short description but now shows the long description.
• FIXED - Changed memo details on the RO and PI to print line by line so they span across pages better and don’t cause blank pages to print when the everything doesn’t fit just right. Also changed the code to calculate the page height and determine if the totals can be printed on the bottom of the RO or PI.
• FIXED - Statuses didn’t display properly if you had odd characters in the status such as “ , . - _ “.
• FIXED - Methods of Payment not showing on Non Invoice Cash in.
• FIXED - If you put a part onto a RO from Parts On Order and that part has a Core. Even if you choose Core Received, No Deposit Charged it still puts the Core price in and shows it on the RO Profit screen as a cost for the core. Should be zero everywhere.
• FIXED - Removed internal transaction processing for the ABC classes in an attempt to alleviate the error code 48.
• FIXED - Moved code to start RO/Appointment and code for double click on the schedule to different events to try and fix the error 35 problem and the problem where an RO above the one you double click on gets removed by another workstation and you get a different RO.
• FIXED - Customer history report now works from the menu.
• FIXED - Creating a quote with a non-AAIA vehicle, then changing the vehicle to an AAIA compliant vehicle while on the quote now resets the AAIA number and allows you to select from a catalog.
• FIXED - Modified part delete so it only allows part to be deleted if there is no stock on hand when inventory tracking is on.
• FIXED - Modified the "Remove Buyouts" utility in MaxxTraxx so it only removes the buyout if there is no stock on hand when inventory tracking is on.
• FIXED - Bug that was not assigning last cost to received parts.
• FIXED - Bug that was not recalculating average cost when a part was deleted from an RO and put back into inventory.
• FIXED – Wrenchead OnLine registration is now possible to do without needing the CD to be installed first.
• FIXED - Bug in calculation of average cost when receiving a part.
• FIXED - Bug on the part form that was not recalculating the matrix if the user does a manual part adjustment until the form was saved.
• FIXED – Workstation printing now uses the workstation printer setups properly instead of the company default printer settings.
• FIXED - Bug in restock that was not setting average cost, and causing the valuation to be calculated wrong.
• FIXED - Bug in restock that was not recalculating the part price when the part used the matrix.
• FIXED - Bug that created a part adjustment record even if the quantity of the part did not change.
• FIXED - Bug that would not warn when the RO was saved if parts needed to be ordered.
• FIXED - Bug in the cash drawer reconcile form that would not include A/R payments made by credit card in the counted total when viewing previously reconciled cash drawers.
• FIXED - Increased the location entry field length on the part add wizard to 8 characters.
• FIXED - Bug on RO/Quotes: If you created an RO and canceled it before the first save, any parts added to it were not put back in inventory. Quotes done the same way would not take them out of inventory when the items were put on the quote, but would put them back in when the quote was canceled.
• FIXED - Bug that could permanently delete a recommendation put on an RO that was canceled.
• FIXED - Put a request on an appointment with no RO yet, then remove that request from the schedule (recommended tab), it would put items back in inventory even though they were never taken out since the RO was never created.
• FIXED - Bug that would still show part numbers on printed RO's for the second part on even if the setup switch was set not to show part numbers.
• FIXED - Bug that would not capture the Wrenchead installer ID.
• FIXED - JobClock so warning about clocking out with more flat rate hours than available doesn’t happen all the time.
• FIXED - Changed text on warning form on JobClock clock-out to show hours previously flagged.