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46 posts tagged with "ai statement"

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Changes for 4-29-23

· One min read

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

  • Remove redundant Op Code Group/Tracking edit button
  • Fixed missing part lines on a RO digital copy
  • Fixed issue where BDC roles were not able to see the dashboard.
  • Moving deleted users from current dealership view to a separate deleted tab within Administration > User Management.
  • Create new sections and move existing rows to those sections within AI Statement Sales/Gross
    • In Service, move Adjustments to Labor to its own section and subtract its value from 'Total Service Department GP'
    • In Parts, move Purchase Discounts and Inventory Adjustment to a new section (Inventory Discounts and Adjustments) and add their values to 'Total Parts Department GP'

Known Issues

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

Changes for 11-17-22

· One min read

The following changes have been pushed to production on November 17, 2022

  • Recalculate AI Statement for current month and previous month for the first 15 days of the month.

Changes for 8-15-22

· One min read

The following changes have been pushed to production on August 15, 2022

  • Added two new columns to the Inventory Analysis Page, Months No Receipt and Months No Sale.
  • Add labor and parts post-deduction values to monthly average.
  • Remove Parts discount from Monthly Averages
  • Display Adjustments to Labor for 12/month view in AI Statement
  • Circles in Average ELR pop-up are not updating when date range is changed.

Changes for 7-29-22

· One min read

The following changes have been pushed to production on July 29, 2022

  • Fixes in AI Statement Parts popups.
  • Revealed missing date picker for Op Code Analysis for non-admins.

Changes for 6-23-22

· One min read

The following changes have been pushed to production on June 23, 2022

  • Fixed issue that prevented Control 1 number from being displayed in AI Statement details.

Changes for 5-28-22

· One min read

The following changes have been pushed to production on May 28, 2022

  • Add column highlight to AI Statement when cursor is hovering over a column
  • Inventory Analysis changes to Total Pieces

Changes for 5-15-22

· One min read

The following changes have been pushed to production on May 15, 2022

  • Add legend for selectable roles when inviting a new user
  • On the Heat Sheet, changed Receivables to Labor Type Analysis in preparation for new data
  • On the Heat Sheet, changed SOP to Warranty Addon in preparation for new data
  • In AI Statement, added Average column on multi-dealership selection.
  • Allow Consultants to have no DMS Id and TimeAI auto-generates a new employeeId for the dealership group.

Changes for 4-29-22

· One min read

The following changes have been pushed to production on April 29, 2022

  • The 'Adjustments to Labor' row in AI Statement now shows values in a multi-dealership view.
  • When exporting a multi-dealership view from AI Statement to a PDF, it now includes more than 6 dealerships in the export.

Changes for 4-24-22

· One min read

The following changes have been pushed to production on April 24, 2022

  • Fixed Calculations in Circles for OneLine ROs pop-up
  • Fixed column data when re-arranging columns on AI Statement Multi-dealership selection