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DealerTeam

RELEASE-5.x

Main overview

Change Log

New and Updated Features

Updated Numbering Sequence for the Parts Invoice Object

The Parts Invoice numbering sequence has been updated to be more consistent. The field of Invoice Number will be consistent on all Parts Invoices. The naming sequence will be updated to the following formula:

INV#( Location Store Number)-( Invoice Sequence number); the Store is Company number RD1 and the Invoice Sequence is 7003, the next invoice would be INV#RD1-7004. This will be the same if the Invoice is related to a Service Repair Order or a Repair Order created by a Service Estimate.

Lightning Conversion - We-Owe line Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Time Clock Object

The following items have been updated for enhanced functionality in the Lightning environment.

  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Time Clock Line Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Desk Log Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Parts Quote Conversion has been updated.

We have updated the Parts Quote Conversion action to take the location from the Parts Quote and assign the same location to the Parts Invoice that is created.

Lightning Conversion - Technician Job Time Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Rental Accessories Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Schedule Training/Vacation for Technicians without selecting a Client

A Client is no longer required to save Training/Vacation time-blocks for Technicians on the service scheduler.

Lightning Conversion - Rental Agreements Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Rental Schedule Event Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Vehicle Equipment Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Location Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Dealer Location User Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Supersession Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Service Contract Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Warranty Deductible Added to Service Repair Order

The warranty deductible is now located in the header of service repair order records.

Lightning Conversion - Stock Order Line Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion -Standard Operation Code Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Physical Detail Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Physical Inventory Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Updated the CashierPDF VisualForce page and Parts Invoice Page

An upgrade was made to the PartspaymentPDF file to respect the location Logo and Location address when printing. In addition, provided is a Print option from the related Cashier list on the Parts Invoice Page to make it easier to access the print receipt function.

Change the label of your Deal Type

If your dealership wants to change the name of the Deal Type from "Chassis / Conversion" or "Equipment Only" you can. Go into the Deal Type field on the Deal object and edit the picklist values.

Deal Type picklist label

Change the Label [NOTE: do not change the API name which may cause errors]

Update Deal Type picklist label

That new label will show in the Deal screen.

Lightning Conversion - New Vehicle Inventory Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Service Vehicle Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Master Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Kit Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Driver Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Dealer Trade Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Desired Vehicle Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Service Estimate Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Stock Number Book Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Service Estimate Sub Line Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Part Inventory History Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Deal Tax Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Finance Company Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Part Invoice Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Rebate Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Ledger Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - We-Owe Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

New Lightning Component for Part Record Creation

A new lightning component is created for Part record creation. Process of creation is the same with a new look.

Lightning Conversion - Parts Quote Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Quote Line Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Sales Up Object

The following items have been updated for enhanced functionality in the Lightning environment.

  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

CarFax Lightning Component

The CarFax Lightning Component now populates the VIN fields on the Service Vehicle and Vehicle Inventory records. Clear error message will now appear if the credentials are not set on the designated location.

Lightning Conversion - Parts Stocking Group Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Location based settings have been enhanced to allow the Miscellaneous Charge Code to define taxation.

From the respected Miscellaneous Charge Code Record, you can now charge tax on specific types of Service Miscellaneous Charge Codes by using this feature on the Location object.

Lightning Conversion - Pricing Strategy Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Purchase Order Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Purchase Order Lines Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Sale Fee Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Purchase Order Receiving Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Region Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Misc. Charge Code Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Service Appointment Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Trade In Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Appraisal Vehicle Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Added sequence to the Dealer Location User Object

The Sequence Field has been added to the Dealer Location User object. The Code was updated to use the Sequence field to allow Organizations to change the Output of the Technicians on the Service Scheduler.

Lightning Conversion - Cashier Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Inventory Media Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Fit Guide Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Updated Inventory Count Sheets

On the Parts Physical Detail Object, the Count Sheets have been updated to show the Manufacturer and the Part Number and Description of the part.

Lightning Conversion - Sales Appointment Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Form Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Employee Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Rental Fee Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Rental Rates Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Tax Zone Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Kit Item Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Part Transfer Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Line Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Parts Order Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Order Object

The following items have been updated for enhanced functionality in the Lightning environment.

  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Lightning Conversion - Car Deal Payment Object

The following items have been updated for enhanced functionality in the Lightning environment.


  1. Lightning Specific Page layout.
  2. Updated Highlights Panel and Compact Layout.
  3. Updated Related Lists.
  4. Updated Search Fields to be more consistent.
  5. On Major Objects we updated the List Views to be more consistent.

Behavior Changes

When creating a Part Transfer the Part Purchase record type is forced.

Previously when committing a Parts Transfer request the users default record type for Purchase Orders was selected. This behavior could result in a Parts Transfer Purchase Order with a non Parts Purchase record type. In DealerTeam version 5 this behavior is changed to force the Parts_Purchase record type.

Parts Invoice Void Function Updated

We have updated the Parts Invoice Void Function to delete all existing Parts Invoice Lines related to the invoice and return any parts Inventory to the Location On hand.

Known Issues : Corrected

While in Lightning creating a Parts Transfer from a Part Order a white screen could be encountered.

Due to a difference in the way Lighting processes record requests the VisualForce Create Transfer from could result in a white screen. End users may think the Part Transfer was not created resulting in the end user creating a new record.

Updated the Parts Ledger Handling for External Parts Control

Modified behavior under Custom Settings/Fix Operation Settings/Parts Inventory Control Method,Field value set to External. We have updated the Service Repair Order, Parts Handlers to work when organizations use an external system for Parts Inventory Control Management. Updated actions to be expected

  1. Adding or subtracting a part from the On-hand value will not update the Parts Ledger
  2. On-hand QTY and Parts Inventory History will continue to be updated

This update also resolves the error message triggered when trying to sell parts with a negative quantity on-hand.