Marlin 5.1.8

Released:29/5/2024

Registration Lookup

BLUE-5032 - Customer Orders/Vehicle Master Files: Added vehicle registration lookup functionality.

Automated registration (LPN) lookup can now be enabled for Marlin systems with the Vehicle Logic database integration.

Once enabled, there will be an orange Lookup Registration symbol wherever a vehicle can be added or edited, which can be used to search for customer registrations and return the relevant vehicle information to Marlin.

Registration lookup functionality has also been added to the Item Explorer, enabling fitments for customer vehicles to be found quickly, without needing to know specific vehicle information.

To enable registration lookup {{variable.SupportTeam}}.

See the Vehicle Database inform Guide for further details.

Supplier EFT Payments

BLUE-7200 - Reporting: A Supplier EFT Payments module has been added.

A new Supplier EFT Payments module has been added, enabling the creation of EFT banking (ABA) files for batch supplier payments.

Users with Supplier Payment permissions enabled will have the new Supplier EFT Payments permissions automatically enabled as part of the 5.1.8 update.

See the Supplier EFT Payments Inform guide for further information.

Improved Password Security

BLUE-2770 - Users: Users will now be locked out of Marlin after excessive failed attempts to log in.
BLUE-7422 - Users: User passwords can now be set to expire after a specified number of days.

Users will now be locked out of Marlin after too many failed login attempts and will need to contact their system administrator (or other authorised user) to reinstate access.

Passwords can now also be set up to expire and need to be changed after a specified number of days.

To enable or edit expiring password settings, {{variable.SupportTeam}}.

See the Users Inform guide for further information.

Enhanced Job Card Flexibility

Blue-7827 - Customer Orders: A section to record the VIN number has been added to the job card.
BLUE-7837 - Customer Orders: A setting has been added to allow customised checklists to be added to the job card.
BLUE-7743 - Customer Orders: Job cards can now be printed immediately after adding details to a customer order.
BLUE-7828 - Customer Orders: A setting has been added to set sales orders or job cards as the default print option for customer orders.

A customised list of checkbox items can now be added to the Technician Handback section at the bottom of the job card using the Report.CustomerJobCardHandbackItems company setting.

Any text can be entered and multiple checkboxes can be added by separating each item with a comma when entering them in the Value textbox.

A dedicated section to record the VIN number has also been added to the job card, which can now be printed immediately after adding details to a customer order, without needing to save.

The new Report.CustomerOrder.DefaultDocumentType company setting can also be used to set either sales orders or job cards as the default print option for customer orders.

See the Job Cards and Sales Orders Inform guide for further information.

Other Enhancements

BLUE-7834 - Bank Reconciliation: Differences between actual and calculated statement balances are now shown in the Bank Reconciliation module.
BLUE-7733 - Business Planner: Searching for mobile numbers in the business planner now ignores spaces.
BLUE-7802 - Business Planner: A Show Invoices checkbox has been added to the business planner.
BLUE-7844 - Business Planner: The default length for SMS messages has been increased.
BLUE-7863 - Business Planner: Pressing Enter on the keyboard when adding a booking or enquiry to the planner now activates the customer search function, rather than saving the order.
BLUE-7839 - Burson Integration: SKU mapping for items imported using Burson EzyParts integration has been enhanced.
BLUE-7735 - Customer Orders: A CustomerOrder.RequireAssetUsage setting has been added at enterprise, company and branch levels to make odometer mandatory for confirmed customer orders. Odometer readings can now also be added and edited from the Order Details tab.
BLUE-7829 - Customer Orders: Pressing F1 now adds a remark line to customer order details lists.
BLUE-7830 - Customer Orders: A CustomerOrder.RequireTechnician setting has been added at enterprise, company and branch levels to make technicians mandatory for confirmed customer orders. Technicians can now also be added and edited from the Order Details tab.
BLUE-6903 - Imports: Individual import permissions have been added for most modules.
BLUE-7847 - Item Explorer: Search results now include available stock at other branches.
BLUE-7739 - Megalink: Branch mapping has been improved for electronic invoices where the Bill To address is different to the Deliver To address.
BLUE-7848 - Settings: Colour-coding has been added to indicate inherited company and branch settings.
BLUE-7833 - Supplier Payments: Branch columns and filters have been added to Supplier Payments Allocations lists.

Notable Fixes

BLUE-7862 - Business Planner: Fixed issue with saving customer orders with add-on packages after clearing the cache.
BLUE-7863 - Customer Orders: Fixed issue with creating an item from within customer orders.
BLUE-7282 - Supplier Orders: Fixed issue with creating an item from within supplier orders.
BLUE-7853 - Till Integration: Fixed issue with shared users committing a customer payment using Till Payments.
BLUE-7865 - Till Integration: Fixed issue with 404 statuses and failed transactions when using Till Payments.
BLUE-7867 - Till Integration: Fixed issue with updating electronic payment statuses based on Till's cancellation responses.
BLUE-7872 - Reporting: Fixed issue with reports not generating due to low server memory.