LightspeedNXT 3.9.9 Release Notes v5

Release Notes
LightspeedNXT
Version 3.9.9
Alert: Windows 2000 Not Supported – Windows® 2000 Server or client is no longer a
valid operating system on which to host or run the Lightspeed application.
Installation of the 3.9.9 version of Lightspeed on any server or client machine running
Windows 2000 is not supported.
If you upgrade your server remember that 64 bit operating systems are not
supported.
64 bit client workstations are now supported.
Note: Windows XP workstations are Not Supported Beyond this Release. See pg. 2
Contact Us: For comments or suggestions regarding these release notes, send email to
[email protected] or call 1-800-521-0339.
The ADP logo is a registered trademark of ADP of North America, Inc.
Lightspeed is a trademark of ADP, Inc.
Microsoft® Windows® and Internet Explorer® are either registered trademarks or trademarks of Microsoft in the United States and/or
other countries.
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Lightspeed NXT version 3.9.9 Release Notes
What’s New in Version 3.9.9?
Tip: Are you using Loyalty Rewards? It is now easier than ever. Also, if you have been giving
customers discounts, consider the advantages of using Loyalty Rewards instead.
Price Books Recently Added
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
REV’IT!
Alias MX
Motorfist
Port Supply Silver
Triumph now includes their assigned categories.
E-Z-Go (resumed updating)
Windows XP Not Supported after this Release
Microsoft has ended support for Windows XP. This leaves workstations using Windows XP more
vulnerable to outside influence and less practical to certify for software compliance. ADP will not certify
future releases of the Lightspeed DMS for use with workstations running the Windows XP OS. We
suggest that you upgrade any client workstations using XP to a more current version of Windows.
Payroll Plus Lump Sum or Detail Selection for Bank Deposit Entry. See page 12
Please Read This Entire Document Before Loading the Update
Warning: You cannot load this release on non-turbo systems.
Note: You must be on Lightspeed version 3.7.8 or later before
loading this update to 3.9.9. If you are still running version
3.6.16 of the software or older, you MUST contact support for
assistance with the update!
This update may run for several hours on some databases. Do
not interrupt the update. Do not be alarmed if the progress bar
seems to halt during the database update, it will continue.
Dealers with large databases or multiple databases may expect
the upgrade to take two to three hours or more.
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Lightspeed NXT version 3.9.9 Release Notes
TABLE OF CONTENTS
GENERAL ...................................................................................................................................................................5
MANUAL CREDIT CARD PROCESSING REQUIRES PRE-SELECTION ..............................................................................5
GENERAL AND SYSTEM FIXES ....................................................................................................................................5
Relaxed Program Access Security Applied for Canada.........................................................................................5
Parts Catalog Not Sending Parts Back to Invoice .................................................................................................5
End-of-Day Partial Journal Entry with Error “Record Locked by Another User” ..............................................5
End-of-Day “Transaction Balance Must be Zero” Error for Internal Parts Invoice ............................................5
Verify Items Not Posted Report Retained Trade that was Voided .........................................................................5
Needed to Click before Typing Password at Timeout Screen ................................................................................5
Accounting Out-of-Balance with AR Entry in Finalized Deal ...............................................................................6
Incorrect Balance Displayed on NETPAY Transaction from Payroll Plus ...........................................................6
Disable Loyalty Setting Not Retained ....................................................................................................................6
NEW SECURITY SETTINGS ..........................................................................................................................................6
PARTS ..........................................................................................................................................................................7
WEB ORDER HOUSEKEEPING......................................................................................................................................7
COUNTRY CODE ADDED TO FED EX/UPS INTEGRATION ............................................................................................7
PARTS FIXES ...............................................................................................................................................................7
Non-Taxed Item Included in Reprint Tax Total and on Sales by Category Report ................................................7
Reprint Supplier Return Not Showing Vendor Selection .......................................................................................7
Cost Plus Zero Discount with Update Discounts Did Not Update ........................................................................7
Superseded Part Could Not be Selected when Invoicing to Service or Sales ........................................................7
Using Hot Keys on Parts Invoice Appeared to Freeze the Invoice ........................................................................7
Warranty Items Not Clearing in EOD for Harley Dealers ....................................................................................8
Error “SODETAILCDS” in Ordering Screen .......................................................................................................8
Special Order Deposit Reconciliation off by a Penny ...........................................................................................8
Thermal Printers Sometimes Printed Large “P” on Special Order Labels ..........................................................8
SERVICE .....................................................................................................................................................................9
PART SOURCE CODE IS AVAILABLE TO PRINT IN REPAIR ORDER ...............................................................................9
SERVICE FIXES ...........................................................................................................................................................9
End of Table Error in Technician Time Entry .......................................................................................................9
Repair Order Printout Showing Closed Date Instead of Cashiered Date .............................................................9
Override Tax Category Could Not be Entered for Sublet Labor ...........................................................................9
SALES ........................................................................................................................................................................ 10
ADDITIONAL COMMON FINANCE FORMULAS ADDED ............................................................................................... 10
WEB POSTING FIELDS ADDED TO UNIT INFO ............................................................................................................ 10
SALES FIXES ............................................................................................................................................................. 11
Multiple Unit Deals Slow in Processing .............................................................................................................. 11
Error Starting a New Quote or Deal with Deal List Open .................................................................................. 11
Bill of Sale with Multiple Trade Payoffs Not matching Payoff to Unit ................................................................ 11
Duplicate AP Invoices for Change in Major Unit ............................................................................................... 11
Could Not Select a “No Tax” Option on Part Tax Override in Deal .................................................................. 11
Changing DSRP or MSRP in Unit Record Zeroed Holdback .............................................................................. 11
ACCOUNTING ......................................................................................................................................................... 12
PAYROLL PLUS SELECTION FOR DETAIL OR LUMP SUM DEPOSIT ENTRY ................................................................. 12
ACCOUNTING FIXES ................................................................................................................................................. 12
AP Invoices with Zero Balance Show as Unpaid ................................................................................................. 12
Honda Financials Could be Out of Balance by 0.01 and Not Post ..................................................................... 12
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Inserted Account Took Scheduled Attribute ......................................................................................................... 12
An AR Credit Could be Applied More than Once ................................................................................................ 12
APPENDIX ................................................................................................................................................................ 13
MANUAL CREDIT CARD PROCESSING ....................................................................................................................... 13
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Lightspeed NXT version 3.9.9 Release Notes
GENERAL
Manual Credit Card Processing Requires Pre-Selection
An additional validation for street address (house number) was added to the credit card verification.
When processing a manual credit card entry the prompts for CVV information, including the street
address, are presented only if the Manual CC checkbox has been checked prior to clicking the
Process Card button. Any attempt to enter a manual card transaction without checking the box will fail.
See Manual Credit Card Processing in the appendix of this document on page 13.
General and System Fixes
Relaxed Program Access Security Applied for Canada
When the strict security access rules were enabled they had applied to all systems with integrated
credit card readers, but those with secure encrypted card readers could qualify for less stringent
standards. Since all credit card readers in Canada use chip reader encryption they are now
automatically exempted from the timeout and password reset requirement.
Parts Catalog Not Sending Parts Back to Invoice
When using an EPC such as PMPro to look up parts it was possible to have the interface interrupted so
that parts would no longer transfer back to the invoice or RO where the lookup originated. This was
especially likely if parts invoicing and repair order lookups were originated from the same terminal. This
has been fixed.
End-of-Day Partial Journal Entry with Error “Record Locked by Another User”
When running End-of-Day, if the error “Record Locked by Another User” was encountered partial
journal entries were made, which could not be resolved by the user. The system now includes
additional function locking that ensures this will not occur.
End-of-Day “Transaction Balance Must be Zero” Error for Internal Parts Invoice
It was possible to receive an error stating “Transaction Balance Must be Zero. Posting Cannot be
Completed” if a handling charge had been applied to an invoice before selecting the internal customer
(sales or service). Handling cannot be applied to an internal invoice and the system now ensures that
the entry is not included.
Verify Items Not Posted Report Retained Trade that was Voided
A trade purchase that was reversed would continue to show on the EOD Verify Items Not Posted
report. This has been fixed.
Needed to Click before Typing Password at Timeout Screen
It had been necessary to click in the password field on the timeout screen to enter the password. You
can now just start typing without using a mouse to select the field.
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Lightspeed NXT version 3.9.9 Release Notes
Accounting Out-of-Balance with AR Entry in Finalized Deal
It had been possible for the system to create an AR entry for a deal attempting to finalize but receiving
an error that the unit record was in use. The system will no longer make the AR entry when an in-use
or other error is encountered at finalization.
Incorrect Balance Displayed on NETPAY Transaction from Payroll Plus
The NETPAY transaction that is the last transaction in the GL Import from Payroll Plus had been
displaying an incorrect balance. This made it look as though the transaction was out of balance when it
was not. The figures now display correctly.
Disable Loyalty Setting Not Retained
It was possible to check the Disable Loyalty checkbox in the customer record and then find that the
setting was not retained. This was particularly likely when the selection to disable was made for a new
customer when that record had not yet been established in the Loyalty program. This has been fixed.
New Security Settings
The following security settings may need to be modified on individual user’s security access settings.
Go to the System – Lists – Security / Passwords menu to edit user security detail.
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System – Redeem Loyalty Points: When this is locked, the cashier will not be able to access
the Loyalty Redemption form at cashiering unless authorization password is entered by
someone who does have permission to override.
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Lightspeed NXT version 3.9.9 Release Notes
PARTS
Web Order Housekeeping
There is a new housekeeping function to clear old web orders by date. The System – Housekeeping
function now includes an option on the Parts screen to erase web orders. Select this checkbox to clear
old canceled or completed web orders. It will not remove outstanding web orders that have not been
either fulfilled or canceled. You can chose a cutoff at selected intervals up to five years, or enter your
own cutoff date.
Country Code Added to Fed Ex/UPS Integration
The country code and recipient email fields are now included in the invoice “Ship To” information for
Fed Ex and UPS integration. Note that to use the country code on the shipping label you will also need
to complete the mapping in the UPS WorldShip program import/export data map and FedEx Ship
Manager import Information tab under “Recipient.” See UPS and/or FedEx shipping integration docs on
psdealer or Service Connect for details.
Parts Fixes
Non-Taxed Item Included in Reprint Tax Total and on Sales by Category Report
When a tax category override was applied on the parts invoice to make an item non-taxable the invoice
showed the tax correctly. However, a reprint of the invoice would include the non-taxable item amount
in the taxable subtotal. The non-taxable amount would also show up as taxable on the Sales by
Category report. This has been fixed.
Reprint Supplier Return Not Showing Vendor Selection
When reprinting a supplier return that included an AP vendor selection the reprinted document did not
show the vendor. This has been fixed.
Cost Plus Zero Discount with Update Discounts Did Not Update
When using the “Update Discounts” feature to change the invoiced customer discount upon special
order pickup, the adjustment for cost change had not been applied if the customer discount was set at
plus zero percent. The system now applies the cost change for the “cost plus zero” customer discount.
Superseded Part Could Not be Selected when Invoicing to Service or Sales
When invoicing internal parts requests originated in Service or Sales, the invoice opened for the
request would not display the Superseded part selections. When the Superseded Part indicator was
active and the link was clicked the dialog did not appear. This has been fixed.
Using Hot Keys on Parts Invoice Appeared to Freeze the Invoice
When a hot key was used, such as CRTL-D to access the discount dialog, the entry dialog screen could
under some circumstances be hidden behind the main screen. This would make it appear as though
the invoice had locked up. The hot key dialog placement has been fixed. The CTRL-D hot key now
reliably displays the discount dialog over the invoice screen.
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Lightspeed NXT version 3.9.9 Release Notes
Warranty Items Not Clearing in EOD for Harley Dealers
Harley dealers using HD Net integration with Warranty Communications enabled could find warranty
part return documents not clearing from Cash Receipts and Sales Journals in End-of-Day. This has
been fixed.
Error “SODETAILCDS” in Ordering Screen
If two users were in the ordering function at the same time, one processing an order for a special
ordered part might encounter an error that said “SODETAILCDS: Cannot Perform this operation on a
closed dataset.” This has been fixed.
Special Order Deposit Reconciliation off by a Penny
It was occasionally possible to have a 1 cent discrepancy in the special order deposit account if a
multiple-item order or layaway was picked up on two invoices. This has been fixed.
Thermal Printers Sometimes Printed Large “P” on Special Order Labels
When printing special order labels to a thermal printer there would sometimes be a large “P” printed on
the left side. This has been fixed.
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Lightspeed NXT version 3.9.9 Release Notes
SERVICE
Part Source Code is Available to Print in Repair Order
The source code can be included for parts on your repair order printout if your preference is set to do
so.
To check or set your preference for including the part source code:
1. Go to the System – System Preferences menu.
2. On the Preferences screen select Service – Repair Order.
3. Check the Print Source Code on RO checkbox if you want the source codes to appear.
Service Fixes
End of Table Error in Technician Time Entry
It was possible to receive an “End of Table” error if a second technician entered time while another was
logged in, or logged in when no labor was assigned. This has been corrected.
Repair Order Printout Showing Closed Date Instead of Cashiered Date
The date in the repair order header had been showing the closed date rather than the cashiered date
that was expected. This was an issue for backdating, and also displayed differently than the RO
reprint, which did show the cashiered date. This has been fixed.
Override Tax Category Could Not be Entered for Sublet Labor
When a tax category override was selected for sublet labor the selection was not retained. This has
been corrected.
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Lightspeed NXT version 3.9.9 Release Notes
SALES
Additional Common Finance Formulas Added
Additional default formulas have been added to the selection list available on the Formulas tab of the
Insurance Rates setup screen. These include:
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90 Days To First
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Prepaid Finance
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Default - With Doc
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BMW 3asy Ride
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AHFC
To see, apply, or edit the new selections:
1. Go to the Sales – Lists – Insurance Tables menu selection.
2. Open a detail record.
3. On the Formulas tab, click the Additional Formulas field to display the available formulas list.
4. Click the Get Formula button to display the formula and entry fields.
5. Click OK to save the formula and add it to the list of formulas available for that carrier.
6. Click Save to save your changes to the insurance rate table.
The added formula is now available for selection in sales deals under the Lienholder
information.
Web Posting Fields Added to Unit Info
New fields have been added to the Major Unit Inventory record in preparation for our Lightspeed Website
integration. These fields are found in unit detail under the Sales tab in a new Website Information
section and include:

Website Title – This is a text field to enter the unit title for web display.

Publish to Website – checkbox to indicate whether the unit should be included in the web
inventory feed.
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Website Price – This is the price that will be used if the Web Price radio button is selected.

Web Pricing buttons – This selection determines what the web price will display.
 DSRP – The DSRP price will be sent to the web.
 Web Price – The price entered in the Website Price field above will be used.
 Contact for Price – The web price will display “Contact for Price” and no price is shown.

Website Comments – This is a text field to enter the descriptive information to include with the
unit.
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Sales Fixes
Multiple Unit Deals Slow in Processing
When several units were added to the deal it would take a long time to add an additional unit and deal
processing was slowed. This has been improved.
Error Starting a New Quote or Deal with Deal List Open
When using the drop down menu to start a new quote or deal while the deal list was open an error
message or failure to open could occur. This has been fixed.
Bill of Sale with Multiple Trade Payoffs Not matching Payoff to Unit
When there were multiple trades each with a payoff amount the form would not necessarily tie the
payoff to the correct deal unit. This has been fixed.
Duplicate AP Invoices for Change in Major Unit
It was possible to create duplicate, erroneous AP invoices when making a change to a major unit record
that changed the major unit sales category. For example, a change to the Class of a unit that moved it
from a major unit sales category that included an AP vendor to a category that did not would create one
or more AP invoices and then display an error, leaving the class unchanged. This has been fixed.
Could Not Select a “No Tax” Option on Part Tax Override in Deal
The tax category selections on the part detail in the deal did not display taxes that were not “exempt”
that had a zero rate, thus excluding any “No Tax” option. This has been fixed. The selections now
include all of your defined taxes.
Changing DSRP or MSRP in Unit Record Zeroed Holdback
If a unit was set up with a holdback amount that entry could be lost if the DSRP or MSRP value was
changed. This has been fixed.
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ACCOUNTING
Payroll Plus Selection for Detail or Lump Sum Deposit Entry
There is now a selection in preferences to group the payroll check bank deposit journal entry as a
single sum (as would be the case for direct deposit) or to not group and show the individual check
amounts.
To set your preference:
1. Go to the System – System Preferences menu.
2. On the Preferences screen go to the System – Payroll line in the tree list to display the Payroll
screen.
3. On the Payroll screen, click the Payroll Plus tab.
4. At the bottom of the Payroll Plus tab is a Group Entries checkbox. Check this box if you want
to have a single journal entry for the bank deposit amount for the sum of the payroll checks.
This would generally be the case if you use auto-deposit. If you want the entry to show check
detail leave the box unchecked.
Accounting Fixes
AP Invoices with Zero Balance Show as Unpaid
It had been possible for AP invoices that had been paid and showed zero balance to retain unpaid
status. This has been corrected.
Honda Financials Could be Out of Balance by 0.01 and Not Post
It was possible for the Honda Financial statement to be out of balance by a penny, which would prevent
posting. The Out of Balance error capture now allows up to 2 cents.
Inserted Account Took Scheduled Attribute
When inserting an account the new account duplicates information from the highlighted account where
the insert takes place. This had included the “Scheduled” attribute. Now all inserted accounts come in
as non-scheduled.
An AR Credit Could be Applied More than Once
On rare occasions dealers might find that an applied credit would remain available and could be applied
again. (The credit was not reduced by the amount applied.) This has been fixed.
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Lightspeed NXT
APPENDIX
Manual Credit Card Processing
In 3.9.9 the AVS match has been enhanced to require street address as well as the zip code when
processing the card manually. When processing a manual transaction you must check the Manual CC
box when cashiering the invoice.
If the Manual CC box is not checked then the AVS verification will fail and not allow the customer to
charge the card.
After checking the Manual CC checkbox, click the Process Card button next to the checkbox. This
displays the AVS verification dialog where you will need to enter the cardholder’s street address (house
number) and zip code.
FAQ: What does it mean if the Manual CC checkbox is grayed out?
Answer: The cause of the Manual CC box being grayed out is that the credit card methods of payment
IE Visa, MasterCard, Discover have the same method of payment mapped as the Debit Card line. To fix
the issue you would need to create a separate method of payment for debit cards and map it in the credit
card setup. This is done in System Preferences on the Location – Methods of Payment screen. Define
the payment type to use on the screen that is displayed and then click the Credit Card Setup tab to go to
that screen and select your method of payment in the credit card mapping.
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