46 posts tagged with "ai statement"

The following changes have been pushed to production on March 30, 2024

• Fixed an issue when requesting Unapplied data across more than one month, not all data is returned.
• Fixed an issue where filters were not retained when selecting other views (Summary, Customer Pay, Warranty, Internal) on Heat Sheet pop-ups.
• Fixed an issue where the AI Statement 12-month trend view showed future months when selecing a starting month in the past.

The following changes have been pushed to production on February 27, 2024

• Fixed an issue when attempting to generate a XLSX report from an AI Statement pop-up failed.
  • This issue occurred when attempted to generate the report to the user's machine and when attempting to send the report externally.

The following changes have been pushed to production on February 02, 2024

• Fixed an issue on AiMatrix that input the wrong numbers into the matrix in some circumstances.
• Fixed the scroll at the top of the AI Statement when there are many columns in the view.

The following changes have been pushed to production on January 18, 2024

• Fixed an issue where users with the 'Parts Manager' role were unable to view the AI Statement.

The following changes have been pushed to production on January 10, 2024

• Fixed an issue when setting a user's default dealership in their profile.
  • An error previously was shown even though it succeeded.
• AI Statement updates
  • In multi-store view, $ and % values will display red if they are below the selected multi-store average
  • In multi-store view, added filter to display YTD numbers.
  • In multi-store view, added filter to display a blend of "MTD / YTD" numbers.
  • Various code refactoring updates
• Added 'AI Statement Account Mapping' into Administration for a read-only view into the current mapping for a dealership's AI Statement.

The following changes have been pushed to production on September 14, 2023

• Fixed an issue where the Op Code Analysis page displayed white when no service advisor or technician was provided in the data
• Changes for the AI Statement Sales/Gross pages
  • Removed WIP and Stats per RO columns
  • Consolidated the Month-To-Date and Year-To-Date views into the default view

The following changes have been pushed to production on September 9, 2023

• Add new cumulative calculations for Discounts pop-up on Heat Sheet.
• Fixed column width on Technician performance when efficiency was extremely high and word-wrapped.
• Added new title (Service Advisor Performance) for "averages" row on service dashboard.
• Add room for hundredth decimal point entry on technician hours work calendar.
• Fix Chameleon "loading" icon placement on the AI Statement pages.
• Fixed formatting on Labor Analysis page when Labor GP% was above 100%.

The following changes have been pushed to production on August 29, 2023

• Fixed issue where the Heat Sheet's Used Car Inspections were displaying duplicates and Voided ROs.
• Fixed issue when selecting multi-stores in AI Statement and the selection UX is only allowing single or all dealerships.
• Add feature that allows users to paste in a list of email addresses when attempting to send reports externally.
• Fix issue where AI Statement YTD calculations were incorrect.
• Fix AI Statement Pace calculation for EOD for previous year(s).
• Change AI Statement SMLY to reflect against Actual column, not Pace column.

The following changes have been pushed to production on May 14, 2023

• Fixed issue where Discounts were incorrectly removed from calculations in the Service dashboard "Averages Row"
• Fixed an issue where "infinity" could be displayed as a value for Labor Discount % when there was no sold labor $ but had a labor discount
• In AI Statement, set color of Adjustments to Labor when greater than $0 to be red
• Fixed small formatting issues and naming for generated reports (PDF and XLS)

Known Issues​

• Labor Discount $ in Op Code Analysis may show as $0 and multiple RO line numbers if multiple labor discounts were created.

The following changes have been pushed to production on May 6, 2023

• Fixed issue where AI Statement totals for the multi-store view ->
  • Service -> Sales/Gross: Sublet and Adjustments to Labor were not added in
  • Parts -> Sales/Gross: No totals were calculated
• Within AI Statement, the recently moved rows on the Parts section (Purchase Discounts & Inventory Adjustment) now have the ability to be opened up to drill down into the individual transactions

Known Issues​

• Labor Discount $ in Op Code Analysis may show as $0 and multiple RO line numbers if multiple labor discounts were created.