40 posts tagged with "AI Statement"

The following changes have been pushed to production on August 31, 2025

• Onboarding wizard object issues are fixed
  • Working Days work as expected
  • Accounts are added as expected
• New UI for 'Parts on Open ROs' is present and works as expected
• AI Statement 'MTD YOY' and 'MTD (Pace)' columns are swapped
• Fixed issue where ROs disappear in 'Open ROs' pop-up when an advisor uses more than one Id
• AI Statement pop-up UI shows post-dated postings
• Calculation for total parts cost when Parts Verify on Hand is exported to excel is fixed

The following changes have been pushed to production on April 01, 2025

• Fixed an issue where the Monthly Numbers at the top of the Service and Parts dashbaords were not updated on only the first day of the month for the previous month.

The following changes have been pushed to production on March 27, 2025

• Unapplied labor row was removed from AIS Account Mapping page as it is located in the Heat Sheet mapping page.
• XLSX generated report for 'Expand by Employee' has been corrected on the Op Codes and Labor Types page.
• The PDF export for the AI Statement now has left and right borders on the tables of data.
• Parts data is now corrected on the Op Codes page.
• The monthly numbers at the top of the service/parts dashboard are now showing red if the pace is behind the SMLY.

The following changes have been pushed to production on March 05, 2025

• Fix issue on the Labor Types page where a selected Labor Type in the drop-down snaps the list to the top after a selection occurs
• Fixed issue where not all months are shown on the Ai Statement 12-month trend pdf export
• A partial fix has been put in place for the Op Code and Labor Types page that incorrectly duplicated parts sales.
  • The vast majority of the difference has been corrected. A small scenerio causing a small difference is still being investigated.

The following changes have been pushed to production on February 28, 2025

• Added dynamic increase of account boxes on the Administrative AIS mapping page when more than six are required
• Add 'Source' drop-down filter on Parts > Verify On-Hand pop-up
• Add red shading on 'Last Counted' column on Parts > Verify On-Hand pop-up
• Add blue shading on 'Part#' column on Parts > Inventory Analysis pop-up
• Fixed issue where first column of AI Statement was not wide enough for a long description
• Fixed issue where totals were not displayed on Parts 'Sales by Category' sections
• Fixed issue on onboarding wizard where the help pop-over was not shown
• Fixed issue where the BIN drop-down on the Inventory Analysis pop-up could result in a white screen and improved UX
• Fixed issue where parts dashboard calculated totals are not matching totals in pop-up
• Fixed issue where 'No Bin Location' is showing parts not in the returned inventory and should have a count of zero for DealerTrack dealerships

The following changes have been pushed to production on February 23, 2025

• Update dashboard Labor and Parts pace boxes to use Accounting data for managers and admins.
• Fix for AIS Parts Expenses Line 2 does not equalling the Total Gross from the Sales/Gross page.
• Added checkbox to filter out Zero dollar ROs checkbox on Labor Types and Op Codes pages.
• Add search by 'Part #' to 'Parts on Open ROs' pop-up.
• Fixed Parts inventory and parts on open ROs discrepancy doe DealerTrack dealerships.
• Add a drop-down filter for the BIN field to the Inventory Analysis pop-up.
• Sort 'Source' selector in descending order and move 'BIN' column between 'Source' and 'Part #'.
• MNR values missing on Parts Inventory pop-ups for DealerTrack dealerships.
• Parts Inventory where the dates are incorrect the last time parts were counted for DealerTrack dealerships.
• Fix issue with date selector being shown permanently on the RO Notes Admin page.
• Active dealerships in group not returning correctly in the Administration Group Info page.
• Optimize DealerTrack standardization process for closed ROs.
• Add new fields to Inventory Analysis pop-up to show available on-hand and on-order parts.

The following changes have been pushed to production on January 16, 2025

• A small amount of Repair Orders were showing as voided based on accounting data. A fix was put in place to correct these small outliers.

The following changes have been pushed to production on January 10, 2025

• Parts Wholesale Analysis is now reflecting AI Statement Wholesale totals

The following changes have been pushed to production on December 31, 2024

• AI Statement Account Mapping in Administration now shows accounts that don't have a description from the dealership data
• Fixed an issue in the Onboarding Wizard that added blank account mapping values
• A couple unused benchmarks were removed from the Administration Service and Parts sections
• WIP renamed from 'Work in Progress' to 'Work in Process'

The following changes have been pushed to production on December 22, 2024

• Improved performance on Op Codes & Labor Types pages.
• Labor Types and Op Codes pages have filter values for Labor Types, Make, Model sorted alphabetically.
• Remove note about Discounts being factored into Service Advisor performance pop-up.
• Add Total Discounts column to Discounts pop-up.
• Fix AI Statement's 12-month trend Average calculation.
• Fixed formatting of percentages for exported reports on AI Statement.
• Left-align note in RO Note pop-over.