What's New? Cetaris Flagship Products Version 10

Written By: Ric Bedard, CEO, on Apr 05, 2021

Cetaris Fleet and Cetaris Fixed Asset #

Cetaris Version 10 contains a variety of new features, added reports, and QBEs, as well as issue resolutions to improve functionality and system performance. Find out about the top features in the latest upcoming release.

Partially Receive a Part Transfer #

The Part Transfer Process has been enhanced to allow a partial quantity to be ‘received’ on a Part Transfer document.

A Part Transfer can be either 'Partially Received' (quantity has to be manually specified) or it can be set to 'Completed’ (if quantity received = quantity shipped) on an “In-transit’ Part Transfer.

Exchange a Core Using Part Sale #

The Part Core Sale functionality provides the ability to track cores exchanged on the sale document as well as the associated core cost.

‘Core Detail’ panel has been added to the Part Sale UI to monitor the core quantity and core cost of the old parts that are returned by customers while purchasing new parts. This section also helps you keep track of the expected quantity of core parts to be returned versus the actual quantity.

Transfer Cores between Inventory Sites #

New functionality has been introduced in the Part Core process to allow you to Transfer and Receive part cores from one inventory site to another.

When a core is in the "In-inventory" status, you will be able to transfer the core to another facility and receive it at the destination inventory site. The core can be shipped to a supplier, written off, restocked, or transferred to another site.

Create Templates for Mobile Inspections #

The ‘Inspection’ feature in Cetaris Fleet and Cetaris Fixed Asset has been enhanced to function with mobile Inspection in Cetaris Fix.

The ability to group Inspection items by Sections and to configure one or more ‘Actions’ for each item has been introduced in version 10.

Inspections have been added to Standard Jobs to facilitate scheduling. These standard jobs can be performed using the Fix mobile application.

Assign a Facility to a ‘Division’ and ‘Region’ #

Division and Region hierarchy can now be specified in the Facility module.

Division is the highest level, followed by Region. Regions are linked to specific Divisions under which facilities are set.

Add Legal Terms to Purchase Orders and Customized Remarks to Reports #

In Cetaris 10, you can create custom remarks that will display in the footer when you print a part or outside purchase order. You can also automatically add legal terms to any purchase order. This is set up in a lookup table under Admin called Report Customized Remark and Legal Terms.

Drag and Drop Attachment/Emails from Outlook into Cetaris #

In Cetaris version 10, you will be able to drag and drop attachments or emails from Cetaris to your computers or email and vice versa. This feature can be used for modules supporting Messages.

You will also be able to drag and drop email content to the 'Enter Note / Hyperlink' area.

Rearrange and Move Tabs #

You will have the ability to move open Cetaris tabs to another monitor and also change the order the tabs appear in on their screens.

Turn Spell Check On and Off #

The Spell Check feature introduced in 10 covers the following controls (fields) within Cetaris Fleet and Cetaris Fixed Asset:

  • Complaint, Cause, and Correction (Work Order and Warranty Claim)
  • Technician Remarks (WO Labor Repair Line)
  • Description (Standard Job)
  • Technician Remark, Comments, Progressive Damage, and Remark (Warranty Claim)
  • Issue Description (Road Call Center)

Collapse Explorer Items #

Explorer items can be collapsed with one mouse click. A ‘Collapse All’ button has been added to the Explorer to facilitate it.

Ability to change Menu, Explorer, and Tab color #

Administrators can change the foreground and the background color of the Menu bar, Explorer, and Tabs. This setting is done at the Corporate level.

Advanced Reporting (AR) #

Equipment Inspections Cube #

The cube can be used to create reports for viewing generic inspections and tire inspection information.

Outside Repair Cube #

The cube can be used to create reports for viewing repair/labor/part costs from the originating work order that are included in the purchase order.

Debit/Credit Cube #

The cube can be used to create reports for viewing either a summary listing or detail listing of the Debits/Credits associated with a transaction.

Meter Reading Cube #

The cube can be used to create reports for viewing the meter reading history that provides the details of meter readings captured by company, fleet, and asset number.

Add Primary RFR in WO Cube #

Primary RFR dimension is based on the Reason For Repair in the WO header level, and the original Reason For Repair dimension is used in the WO line level.

If you have reports created with WO Header cube and using [Reason For Repair] dimension in 8 AR or older version, you need to update it to use PrimaryRFR dimension.