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Autosoft DMS Release 7.7.6 (June 21, 2020)

Autosoft -

The Autosoft DMS 7.7.6 release will be available on June 21, 2020. It contains valuable improvements to the Accounting, Parts, Cashier and Service applications. Learn more below.

 

Accounting Option Added To Export Several Reports To Excel

Benefit: Enhanced record-keeping options.

Details: The option to export data to Microsoft Excel has been added to the following reports. The reports will be saved to C:\ASIXL or K:\ASIXL folder. Ability to export information for 15 additional reports to a file that can be viewed and edited in Microsoft Excel, which allows users to sort columns and filter data to their preference.

  • Prior Month G/L Find (The exported file name is PM**FIND.CSV. A given report title will swap the "**" for the selected month. So an October report would be PM10FIND.CSV).
  • Prior Month A/R Short List (The exported file name is PM**ARSHORT.CSV. A given report title will swap the "**" for the selected month. So an October report would be PM10ARSHORT.CSV)
  • Prior Month Balance Forward Schedules Print Selected Account (The exported file name is PMBFSCHEDULE.CSV)
  • Prior Month DF Short List (The exported file name is PMDFSHORTLIST.CSV.)
  • Prior Month A/R Fastatement (The exported file name is PMARFASTATEMENT.CSV.)
  • Prior Month View Account Data Detail (The exported file name is PMGLACCOUNTDATADETAIL.CSV.)
  • Prior Month Trial Balance (The exported file name is PMTRIALBALANCE.CSV.)
  • Prior Month A/P FaStatement (The exported file name is PMAPFASTATEMENT.CSV.)
  • Prior Month Print Selected Detail Forward Accounts (The exported file name is PMDETAILFORWARD.CSV.)
  • Prior Month Sales Tax List (The exported file name is PMSALESTAX.CSV.)
  • Prior Month D/F Fastrial (The exported file name is PMDFFASTRIAL.CSV.)
  • Prior Month Print A/P Short List (The exported file name is PMAPSHORT.CSV.)
  • Prior Month Print All Detail Forward Accounts (The exported file name is PMDFSCHEDULES.CSV.)
  • Prior Month Print Single Journal (The exported file name is PM**JOURNALS.CSV for individual journals and PM**JOURNALSALL.CSV. A given report title will swap the "**" for the selected month. So an October report would be PM10ARSHORT.CSV)
  • Cashier Daily Summary (The exported file name is DAILYSUMMARY.CSV.)

 

Accounting

Print Option Added For Two Reports

Benefit: Expanded record-keeping functionality.

Details: A button called "Print This List" has been added to the Prior Month View A/R Schedule and Prior Month View A/P Schedule reports. 

 

Cashier 

Users Can Now Print Purchase Orders To Printer Or Screen

Benefit: Enhanced record-keeping options.

Details: User now are able print to screen, which will save a local copy of the purchase order. Previously, when a user chose to print a purchase order, it defaulted to printing to a physical printer. This update applies to miscellaneous, service, sublet, and vehicle purchase orders.

 

Parts

Users Can Now Print A Purchase Order History To Printer Or Screen

Benefit: Enhanced record-keeping options.

Details: Purchase Order History can now be printed to a printer, to screen, or as an Excel spreadsheet. When a user selects the export to Excel option, the report will save to the C:\ASIXL or K:\ASIXL folder, and will be called POHISTORY.CSV. 

mceclip0.png

 

 

Service 

Users Can Now Change The Status Of A Repair Order

Benefit: Allows users to change a repair order status more quickly.

Details: There is now a Change R/O Status button on the repair order page that allows a user to change the status of a repair order to one of four options: Waiting For Parts, Authorization, Technician, and Hold. Previously, users had to leave the repair order page and navigate to the Enter R/O Status Code on the Utilities menu to change the status of a repair order. 

ChangeROStatus_June172020.jpg

To change the status of a repair order from a repair order screen, complete the following steps.

  1. Click Service.
  2. Click Repair Order.
  3. Click Start Conditions or Close Service.
  4. On the selected repair order, click Change RO Status.
  5. Click Enter R/O Status Code.
  6. In the Status field, enter one of the following values.
    • 1: Waiting For Parts
    • 2: Authorization
    • 3: Technician
    • 4: Hold 
  7. Click Exit.

 

Dealerships Can Now Require Service Writers To Include Cost When Adding A Sublet

Benefit: Allows dealerships to ensure that all sublets include cost.

Details: Dealerships now are able to add a restriction on the Close Lubricants/Sublet page that requires users to enter a value in the Cost field of the Sublet/Fees section. When the requirement is enabled, the user will see the following error message when they try to click Next after filling out the repair order.

 SubletError_June122020.jpg

To apply the requirement, complete the following steps.

  1. Click Service > System Setup > Miscellaneous Parameters.
  2. In the 11. Require Cost When Adding a Sublet to an RO (Y/N) field, enter Y. The field is set to N.

Note: This requirement does not apply to fees. If the code used is for a fee, the user may leave the cost blank. This requirement would only apply when the code used is for a sublet, or when adding a sublet that is not preconfigured.

 

Option Added To Allow Dealership Customers To Pay Bill Using Smartphones

Benefit: Simplified, contactless pay functionality.

Details: Autosoft is now pilot testing a text-to-pay feature, which will allows customers to submit Repair Order payment requests via text message, view pending and received payments, and then proceed to closing and/or invoicing.

If you are interested in purchasing a subscription for Txt2Pay, contact the Autosoft Account Managers department:

Phone Number: 724-906-6462

Email: accountmanagers@autosoftdms.com

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