GTX 5.6.1

Marlin GTX version 5.6.1 release notes.
Released: April 2024

New GTX Inform

The Help > Marlin Inform menu option redirects to this next generation GTX Inform website.

Check back regularly for all the latest updates, release notes and feature highlights.

Paid Column in the Planner

The planner has a new Paid column, which indicates whether the relevant customer has paid a full or partial deposit.

If a customer has pre-paid in full, you will see a green $ symbol.

If a customer has pre-paid a partial deposit, you will see an orange % symbol.

This can be useful when looking ahead to order stock.

Fillable and Deposit Paid Columns for Work Orders

The Work Order Enquiry module now includes Fillable and Paid columns.

The Fillable column shows whether the required items are available to fill the order.

The Paid column shows whether a deposit has been taken for the order.

• A green tick means all of the required items are available, or that a deposit has been taken that covers the total order amount.
• A red cross means none of the required items are available, or that no deposit has been taken.
• A warning icon means only some of the required items are available, or that a deposit that only a partial deposit has been taken.
• A blank space in the Paid column indicates an order for an account customer with an OK account status.

A Work Order Enquiry Inform guide is in progress. Check back later for further information.

Planner Email

When adding a new enquiry or booking to the Business Planner, there is now an icon to the right of the Email address field.

Clicking on the email icon will open a pop-up window, which can be used to send an email message to the owner from within the Business Planner.

A Planner Communications Inform guide is in progress. Check back later for further information.

Automated Work Complete SMS Messages

Now, when marking planner tasks as complete, an SMS can automatically be sent to your customer, reducing the need and cost for outbound phone calls.

To enable automated SMS messages, please contact the Megabus Support Team.

Once enabled the Work Complete message can be set up using the SMS Standard Message Maintenance module, which can be accessed by selecting System > System Files > Customers > Standard SMS Messages from the menu bar.

Once the Work Complete message has been set up, it can be set to automatically send whenever a task is marked complete by clicking on the Options button at the top of the Business Planner and navigating to the Status tab.

Tick the Notify checkbox next to the Customer Notified status and enter the relevant standard message code in the Msg Codes cell.

The selected message will now be sent to relevant contacts with valid mobile numbers when updating a task's status to Work Complete.

Automated SMS messages can also be set up for other statuses, using the same process.

See the Business Planner Options Inform guide for further information.

Two-Way SMS Communications

SMS messages can now be sent and received from within the Business Planner, by opening the relevant enquiry or booking and clicking on the SMS tab at the top of the pop-up window.

A blue circle in the SMS column on the planner shows that there is an SMS reply from the customer waiting to be read.

SMS reminders can also be quickly sent from within the Business Planner by right clicking on a Task List item and selecting the relevant option.

Additional SMS tabs have been added to the Customer AutoTracker, as well as the Customer, Contact and Supplier Maintenance modules, which can be used to communicate directly with customers, contacts and suppliers with valid mobile numbers.

See the Two-Way SMS Inform guide for further details.

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Existing Owners and Vehicle Search for Bookings

You can now search for existing customers and vehicles when adding bookings and enquiries to the business planner.

To search for an existing AutoTracker customers or vehicle from scratch, click on the Search button at the top of the Add a new Enquiry/Booking window.

A pop-up window will open, which can then be used to search for existing owners and vehicles.

Alternatively, entering some of the owner or vehicle information in the booking window before clicking on the Search button will perform the search with the given information already filled in.

See the Planner Enquiries Inform guide for further details.

Refined Product Search

The Product Search module now enables searches to be restricted to specific fields, including product code, search code and supplier catalogue code, by selecting or deselecting them, using the new Search By drop-down menu to the right of the Search For text box.

The search will return matching results for all selected fields, which are indicated by a tick to their left.

A Product Search Inform guide is in progress. Check back later for further information.

Megabus Support Display

Marlin GTX now features a red border whenever a Megabus Support Team member is operating within your Marlin system.

Automated End of Day Support

If an error occurs when running the End of Day process, Marlin GTX will automatically notify the Megabus Support Team, who will then contact you to resolve the issue.

Once the error has been logged, you will get an email notifying you that a support ticket has been opened.

For more information, see the End of Day Process Inform guide.

GTX 5.6.1 – Patch 13

Released:29/8/24

Enhancements

GTX-30099 - Business Planner: Improved speed of vehicle bookings with lots of transactions.
GTX-30223 - Business Planner: Enabled sorting of Web Enquiries by Job Class Code.
GTX-30057 - Consignment Stock Out: Added a CSV to import lines into Consignment Out Delivery and Return transactions.
GTX-30107 - End Of Period: End of Month can no longer be run twice without a password.
**GTX-30019 - Invoice Entry, Purchase Order Entry:**Disabled Invoice entry warning about archived Purchase Orders linked to Work Orders.
GTX-30048 - Location Transfer Entry: Added a csv import to Stock Location Transfer.
GTX-30194 - Marlin Web Service: Marlin Web Service now detects and stops stuck Worker processes.

Notable Fixes.

GTX-30105 - Catalogue Entry: Fixed issue with Vendors not defaulting to the nearest supplier or store in Catalogue Entry.
GTX-30198 - Megalink: Fixed issue with Megalink leaving open idle connections.
GTX-30141 - Marlin Web Service: Fixed issue with Marlin Web Service leaking memory.
GTX-30084 - Purchase Entry: Fixed issue with external promotion rebates selecting incorrect correct products.
GTX-30148 - Stock Search: Fixed issue with Obsolete column not displaying in Stock Search for unsold items.

GTX 5.6.1 – Patch 12

Released:10/7/24

Enhancements

GTX-29948 - Stock Search: Package and package information are now shown in Stock Search.
GTX-30010 - Stock Transfer: A limit to branch transfer imports has been added to avoid hanging.
GTX-30012 - Stock Transfer: Branch filter criteria have been added to reorder level calculators for stock transfer requests.
GTX-30015 - Stock Transfer: A Show All Branches option has been added to the Enter Transfer Request list, allowing branch details to be edited in bulk.

Notable Fixes

GTX-29894 - Business Planner: Salespeople are now cleared when creating a new booking in the Business Planner.
GTX-29973 - Invoice Entry: Fixed Issue with submitting negative or decimal quantities to Till Payments transaction summary.
GTX-29980 - Business Planner: Fixed Issue with selecting default resources in the Resource Planner.
GTX-29988 - Stock Transfer: The queue entry number is now automatically cleared for stock transfer items.

GTX 5.6.1 – Patch 11

Released:21/7/24

Notable Fixes

GTX-29877 - Business Planner: Fixed issue with invoice number fields.
GTX-29843 - Global: The default DPI awareness setting has been set to "Unaware".

GTX 5.6.1 – Patch 10

Released:14/7/24

Minor enhancements and bug fixes.

GTX 5.6.1 – Patch 9

Released:7/7/24

Minor enhancements and bug fixes.

GTX 5.6.1 – Patch 8

Released:29/5/24

Enhancements

GTX-29769 - Invoice Entry: EzyParts now uses the full container quantity for reordering, rather than the liquid quantity.

GTX 5.6.1 – Patch 7

Enhancements

GTX-29507: Allow name of task list to be configurable.
GTX-29508: Allow the information shown in the resource planner's tool tip to be configurable.
GTX-29586: Reduce the frequency of UI refreshing and database queries from the SMS message frame.
GTX-29617: When accepting a Quote in the planner make the date field fields editable.
GTX-29621: Inbox processor is failing to merge an inactive tracker service item.
GTX-29624: Access violation when running Import Tracker.
GTX-29639: Allow searching of vehicle database with 2 characters.
GTX-29664: The 1st time you open EZYPARTS does not accept Login details.
GTX-29665: Allow a default supplier to be selected for a EZYPARTS purchase Order.
GTX-29674: Improve search functionality in resource planner.
GTX-29675: Reduce flickering when refreshing resource planner.
GTX-29686: Add a switch for the path to the resource planner item text template.
GTX-29687: Megalink to automatically refresh config details.
GTX-29689: Banking enquiry is displaying an incorrect value for Cash.
GTX-29690: Improve message when attempting to credit a SC Item.
GTX-29706: Improve loading speed of the Work Order frame.
GTX-29719: Allow modify e-commerce order confirmation message to be configurable.

Notable Fixes

GTX-28307: Copying modules into the EOY folder is extremely slow.
GTX-29599: When selling retreading Tickets by ticket number the sell price is incorrect.
GTX-29647: Using multiple links in an SMS causes an abnormal program termination.
GTX-29650: Auto matching is not restricted to the GL Period correctly.
GTX-29651: Can't raise a customer credit note.
GTX-29659: In Inbox Matching investigate Wrong data type on field OriginalReference.
GTX-29660: When finalising a Work Order using Sale Line Discount the system needs to revalidate the Discount against the selected salesman.
GTX-29676: Additional resource item caption is not using System.ResourcePlanItemCap.
GTX-29678: Date on Additional resource is being updated incorrectly.
GTX-29680: EFTPOS transaction is not auto selecting the correct Payment type, based on the return payment method.
GTX-29691: Final stocktake report is incorrect for Average cost products.
GTX-29715: Payments post to the default Bank account and not the selected bank account.
GTX-29721: If allow Local Contacts is set to No, still allow contacts to be added if PublicContactsFile is set to No.
GTX-29732: In purchase entry selecting a product by catalogue item is slow to display picker.
GTX-29733: Web orders are setting the print flags on the packages incorrectly.
GTX-29734: When an ecommerce order with a remark line is received the work order remark line has a package code Undefi.
GTX-29735: Assign planner access level to equipment maintenance.
GTX-29739: Managing a Price list is slow to open and manage products.
GTX-29753: In Invoice entry selecting a product using ticket number causes an abnormal program termination.

GTX 5.6.1 – Patch 6

Enhancements

GTX-29340: Allow Customers to use MDB to export data.
GTX-29502: Update Emarsys extract external branch code.
GTX-29509: Allow a Supplier credit with only non stocked products to be automatically Matched and Updated from the Inbox.
GTX-29510: In invoice entry when selling an Item by Ticket number is setting wrong sell price.
GTX-29540: In Ezyparts import Map LiquidQty to Qty field and recalculate Unit price based on the new Qty.
GTX-29546: When an EOD can't be posted GTX to the General Ledger should automatically email support.
GTX-29548: Auto-select banking registers that must be run during the last End of Month.
GTX-29564: In the claim dialog, move defect to be above current tread depth.
GTX-29570: Improve logging of support user logins.

Notable Fixes

GTX-29457: In Stock Search when searching by search code it should match on the start of the field not anywhere in the field.
GTX-29506: The first remark line in a package is being left in use after opening an existing work order and then voiding instead of saving.
GTX-29521: Abnormal Program Termination when completing a customer credit for a product that has an Addon package code.
GTX-29535: In Standing Journal when posting a Auto Reverse journal , the reversal Journal allows you to post in a close period.
GTX-29544: Cannot save booking when a current status is not selected.
GTX-29545: Customer Receipt fails when paying by links to another customer.
GTX-29551: In Stock searching when viewing Work Orders is it not displaying the Booking date.
GTX-29559: Sending an email from the planner restricts the number of characters you can enter in the message.
GTX-29562: In the planner the SMS tab does not work for Delivery customers.
GTX-29563: A paid invoice with no deposit is showing a Red $ in the planner.
GTX-29584: In ImportTracker, the source database URL cannot be entered.

GTX 5.6.1 – Patch 5

Enhancements

GTX-29480: Enhance the BAS Report to allow the summary page details to be sent to the head office as an XML file
GTX-28989: Send Account Master and other changes from Journals to Head Office live.
GTX-28975: In standing journal you should be able to change the journal Date even when you can't change the GL period.
GTX-29115: Bin column missing in stock search.
GTX-29245: When enforce EOM is enable you need to be able to Void or Update a Stocktake.
GTX-29344: In Business planner and work order picker, represent paid / partially paid / unpaid deposit with coloured dollar symbols.
GTX-29414: Support MOTO transactions via the Till terminal.
GTX-29437: Allow unread SMS messages to nag.
GTX-29438: In Stock Search when viewing SC items only display open Work Orders that include sale lines.
GTX-29444: Highlight jobs that are underway in resource planner.
GTX-29449: In the planner when editing a Booking if additional resources are attached, prompt to update booking date of additional resources.
GTX-29451: Add an indicator into Planner options to inform the user that resource management has been moved to a new program.
GTX-29452: Show Planner Resource availability based on assigned staff schedules.
GTX-29463: Add copy icon to support Auth login screen.
GTX-29488: Use GitLab pipeline run number to identify builds copied to snapshots/release folder.

Notable Fixes

GTX-29137: In Quick Stock adjustment the Bin Picker does not display the Qty Available.
GTX-29358: Issues with MPAY.
GTX-29383: Enterprise tracker server is slow to respond when searching for both rego and owner.
GTX-29436: Error trying to Finalise a Customer Invoice with a Cloned SC item.
GTX-29443: Can't access cancel/save buttons on add a new quote screen in the planner.
GTX-29461: In Invoice entry the customer picker is not displaying the Balance in a branch of centralised System.
GTX-29466: Cash BAS is reporting incorrect GST payable amount.
GTX-29471: Sale info attachments captured for a claim line in a work order are duplicated when work order converted to invoice and when invoice is finalised.
GTX-29474: Supplier payments fails when paying by links to another supplier.
GTX-29481: Megalink fails to shut down.
GTX-29497: Access violation when opening planner booking dialog.

GTX 5.6.1 – Patch 4

Enhancements

GTX-29324: Include additional work order details in the deposit request pop-up frame inside the Planner.
GTX-29342: Allow registration and odometer to be included in a supplier claims document.
GTX-29343: Add vehicle make and model to supplier claim document.
GTX-29362: Allow signature and contact to be prepended to text message before sending.

Notable Fixes

GTX-29285: When finalising a new work order with no deposit a deposit requested is allocated if there are any open requests.
GTX-29295: The customer deposit list needs to indicate which deposit requests have been cancelled.
GTX-29296: MPay transaction finalised on a Invoice set the EFTPOS type as Card used not DIRECT.
GTX-29297: Merchant Fee's don't work with Text to Pay.
GTX-29345: Searching in the planner can caused abnormal program termination.
GTX-29348: Error processing credit note by MPAY.
GTX-29349: Inbox processor is ignoring the cents on payment confirmations.
GTX-29361: If SMS is not enabled do not show the Planner status change update dialog/warnings.

GTX 5.6.1 – Patch 3

Enhancements

GTX-28934: Autotracker enquiry is not trigger an Email and Mobile validation when editing.
GTX-29087: In put Away Stock after finalising the system should reset the whole frame.
GTX-29199: Allow Marlin Web Service to print a Work Order.
GTX-29246: Add mobile phone icon back onto planner booking dialog.
GTX-29248: Notify customer when Planner status changes.
GTX-29252: Till Payments callback support via the Marlin Web Service.
GTX-29253: SMS Acknowledgement calls should always be trusted from the configured SMS Gateway.
GTX-29259: Extend the time that the tool tip in the resource planner is shown.
GTX-29260: Add mobile phone icon back onto planner booking dialog.
GTX-29261: Allow open deposit requests to unselected, cancelled, or refreshed from the payments dialog.
GTX-29262: Allow Till Payments E-Commerce module to cancel pending purchases.
GTX-29263: Till Payments callback support via the Marlin Web Service.
GTX-29264: Allow right-click deposit requests from Planner task list.
GTX-9265: Manage products is slow to open some products.
GTX-29275: SMS Acknowledgement calls should always be trusted from the configured SMS Gateway.
GTX-29277: Allow taking a deposit with deferred payment.
GTX-29278: Allow the Marlin Web Service to receive notification of a completed pending EftposTransaction for a customer deposit.
GTX-29280: Add Deposit request Amount column in Work Order Enquiry.
GTX-29281: Add right click menu to work order enquiry that allows you to request a deposit.

Notable Fixes

GTX-29188: Resource not found exception when searching for a Tracker customer in Work Order Enquiry.
GTX-29241: Invoice and Credit notes completing with no cost when the stock qty on hand is zero and an average cost has been established.
GTX-29244: Resource Name in Planner Task List does not display correct resource.
GTX-29272: Choosing to claim a price match does not display dialog to collect price match related sale info the first time when saving work order or invoice from the planner.
GTX-29273: Planner records are locked after cancelling an e-commerce work order.
GTX-29282: Till Ecommerce progress/status dialog gets shorter every time it refreshes.

GTX 5.6.1 – Patch 2

Notable Fixes

GTX-28487: Allow non-stocked codes to be outputted to the picking slips.
GTX-29125: Goodyear National Account Requirements dialog can go behind the Planner Booking window.
GTX-29127: Work Order report is not printing product name when printing details lines.
GTX-29131: Megalink should include a Message-ID on emails it sends.
GTX-29159: Product selection error when finalising external invoice.
GTX-29173: Error running cleartran it's failing clearing the notification acknowledgment table.

GTX 5.6.1 – Patch 1

Enhancements

GTX-29037: Stock Search advanced options.
GTX-29044: Improve display of selected Advanced Stock Search options.
GTX-29073: Update Emarsys extract to include external branch code.
GTX-29084: Review notification of SMS text messages in Navigator and Planner.

GTX 5.6.1

Notable Enhancements

GTX-27561: Two way SMS.
GTX-28906: Allow for unattended journal updates.
GTX-24502: Create a new Stock Transfer Inquiries Report.
GTX-27534: Allow an additional other reference in invoice entry.
GTX-27627: Payments Due Report Supplier/Customer List Usability Enhancements.
GTX-27649: Sales Tax by Tender Type Report - multiple finance companies support.
GTX-27729: Other Brand Catalog Maintenance Program.
GTX-27768: Add order number column to planner inbox and task list.
.GTX-27808: Create default thermal printer layouts.
GTX-27860: Allow the Planner to display pending payment status of bookings and list all pending payments.
GTX-27861: Allow taking a deposit with deferred payment.
GTX-27865: Add deposit status column to work order enquiry.
GTX-27866: Add deposit status column to Work Order Invoicing / Dispatch.
GTX-28014: Create abstraction of QR Code generation and allow console use.
GTX-28076: Notify users of unread SMS replies.
GTX-28174: Purchase entry - Support automatic matching of electronic claims.
GTX-28230: Allow carrier and priority information to print on a picking slip.
GTX-28233: In dispatch allowing filtering and sorting by Fillable.
GTX-28236: Allow SaleInfo /Attachment Pop-up menu picker to select from existing unassigned attachments.
GTX-28245: Add ability to send an email from within the planner .
GTX-28268: Output Total Weight and Volume values on Picking Slip.
GTX-28290: Consignment stock printing to include bin quantity information.
GTX-28292: In invoice / dispatch when selecting Bin Code, add QOH Column to picker.
GTX-28298: Allow Images to be attached to a Claim Transaction via sale line info.
GTX-28381: Enforce EOD and EOM being run before trading.
GTX-28398: Allow a Zero dollar invoice to show on customer statements.
GTX-28424: When cancelling an e-commerce work order with a deposit, add order number to the refund description.
GTX-28431: Supplier Statement Statement reconciliation UI improvements and fixes.
GTX-28489: Allowing sorting of stock search results by other Added Branch Qtys Columns.
GTX-28506: Output extra fields for printing to Consignment Stock Out and Returns.
GTX-28591: Add the ability to clone properties from an existing stockmaster product when purchasing specific cost items.
GTX-28647: Add a fillable indicator to Resource Planner tab in Business Planner.
GTX-28762: Prevent editing of the specific cost item description when cloned.
GTX-28834: Don't allow local contacts to be created/edited at a branch when using public contacts.
GTX-28845: Optionally enforce Current Tread Depth on a claim line.
GTX-28909: Record where product details were cloned from when creating a new specific cost product.
GTX-28920: Restrict the ability to adjust a Specific cost item.
GTX-29039: When finalising an invoice with a claim and a claim integration is applicable, send the claim without adding it as an option to the delivery frame.

Various infrastructure enhancements and bug fixes.