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Treqso Website Release Notes

Treqso Website 1.10.0

New Items

  • Added ability in printing forms to specify if multiple templates can be printed at once. - Release Date: 11/7/2018
  • Added CreatedBy and CreateDate fields to most SQL Tables. - Release Date: 11/6/2018
  • Updating data from external files will now let users know which fields are too long to fit into a field. - Release Date: 10/11/2018
    • Customer
  • The new "Customer Labels" page allows you to print user-defined customer labels to any defined Intermec IPL label printer. - Release Date: 12/17/2018
  • The Customer Contact report now includes a "Notifications" field so you can see which notifications are set for each contact. - Release Date: 12/4/2018
    • Inventory
  • The Default Supplier Name is now available in Part Inventory generic reports. - Release Date: 11/12/2018
    • Part
  • The new "Part Labels" page allows you to print user-defined part labels to any defined Intermec IPL label printer. The new "Part Inventory Labels" page allows you to print user-defined part inventory labels to any defined Intermec IPL label printer. The new "Part Warehouse Labels" page allows you to print user-defined part warehouse labels to any defined Intermec IPL label printer. - Release Date: 12/17/2018
    • Payables
  • Added a "Payables Pending Payments Report" option from the "Create Payables Payments" page. - Release Date: 2/19/2019
  • Added option to sort by Supplier ID or Name when printing checks. - Release Date: 2/15/2019
  • Revised Payables Transaction Maintenance to show summary by Invoice. - Release Date: 11/14/2018
    • Purchase Order
  • The new Purchase Order Status Inquiry lets you inquire on open or closed purchase orders by: Supplier, Purchase Order ID, Part Number, or Requisition. - Release Date: 3/4/2019
  • The new "Backorder Labels" page allows you to print user-defined backorder labels to any defined Intermec IPL label printer. The new "Purchase Order Labels" page allows you to print user-defined purchase order labels to any defined Intermec IPL label printer. The "Purchase Order Receiving" page allows you to print user-defined purchase order receiving labels to any defined Intermec IPL label printer. A [Print Labels] button will display after receiving a purchase order to allow you to print labels for any PO Receipts just added. - Release Date: 12/17/2018
    • Quote
  • Added Order Description field to match that of Sales Orders. - Release Date: 1/10/2019
  • Added an Analysis item in the Quote Maintenance toolbar to show a line-by-line breakdown of the gross profit amount and percentage. - Release Date: 1/10/2019
  • Added permission for adding customers to a quote. A user will not be allowed to create an order from a quote that requires a customer to be created if they don't have this permission. - Release Date: 10/11/2018
  • Added permission for adding contacts to a quote. A user will not be allowed to create an order from a quote that requires a contact to be created if they don't have this permission. - Release Date: 10/11/2018
  • Added permission for overriding the Sales Order ID when a Quote becomes a Sales Order.. - Release Date: 10/11/2018
    • Receivables
  • Revised Invoice Transaction Maintenance to show summary by Invoice. - Release Date: 11/14/2018
    • Sales Order
  • In Sales Order Maintenenace, the [Set Prices] button now includes two new options: * "Reallocate order detail prices to match the specified Order Price amount." * "Set order detail prices to use Regular Price." - Release Date: 1/11/2019
  • Added "Delete Detail" permission for both Sales Order Maintenance and Sales Order Entry. - Release Date: 1/11/2019
  • Added the weight field to the Totals areas in Sales Order Maintenance and Sales Order Quick Maintenance. - Release Date: 1/11/2019
  • Added generic report type "Sales Order Analysis" to report on estimates vs. actuals. - Release Date: 1/4/2019
  • Added Sales Order Status report to help report on estimates vs. actuals. - Release Date: 1/4/2019
  • Added ability to repeat Sales Order header in Sales Order Action - Detail report. - Release Date: 12/21/2018
  • Add Job Order ID field to show previous ID from FACS. - Release Date: 12/12/2018
  • Added Created By field to Sales Order Detail Maintenance. - Release Date: 11/12/2018
  • Added permission to add/modify comments on closed sales orders. - Release Date: 11/12/2018
  • Sales Order Invoice forms can now be given the ability to print a "Reprint" or "Void" watermark based on the status of the order. - Release Date: 11/9/2018
  • Added additional fields to the Sales Order Comments generic reports. - Release Date: 11/9/2018
    • Supplier
  • The new "Supplier Labels" page allows you to print user-defined supplier labels to any defined Intermec IPL label printer. - Release Date: 12/17/2018
  • The Supplier Contacts report now includes a "Notifications" field so you can see which notifications are set for each contact. - Release Date: 12/4/2018
  • Added number of Returns and Purchases to Yearly Balances tab in Supplier Maintenance and in generic reports. - Release Date: 10/17/2018
    • System
  • Label printing using Intermec IPL label printers is now supported. A new "Label Printer Maintenance" page allows you to define your label printers for Treqso. A new "Label Format Maintenance" page allows you to create label formats so that various Treqso modules can print labels on label printers. Note: See release notes for each Treqso module to see where label printing is now enabled. - Release Date: 11/16/2018
    • Vehicle
  • Added sorting and filtering capabilities to finder grid. - Release Date: 2/11/2019
  • The new "Vehicle Labels" page allows you to print user-defined vehicle labels to any defined Intermec IPL label printer. - Release Date: 12/19/2018

Fixed Items

    Accounting
  • A problem was fixed in Accounting > Parameter Maintenance to not allow setting Current Year+Month to earlier than the first month of the current fiscal year. - Release Date: 12/6/2018
  • The G/L Transaction Balance Inquiry report was not showing correct data if the first fiscal month was greater than January. - Release Date: 10/23/2018
    • Inventory
  • Warehouse Transfer Maintenance fixed a problem where the detail grid would not show more than 10 line items. - Release Date: 2/26/2019
  • The Part Status page fixed an error in any popup window when clicking any button to view part related detail - when the part number contained a single quote. - Release Date: 2/6/2019
  • Warehouse Transfer Maintenance has been modified to fix a problem when you click [Add Detail] where the page got hung up. Additional changes were made to re-arrange the question order and to allow selecting both a From Location and an Into Location. ? - Release Date: 2/5/2019
  • In Warehouse Transfer Maintenance, you are now prevented from doing any Warehouse Transfer Action (e.g. Open, Close, Direct, Undo) if the Inventory Parameter for In-Transit Warehouse is 0 (i.e. has not been set). - Release Date: 1/24/2019
  • In Warehouse Transfer Maintenance, you are now prevented from doing any Warehouse Transfer Action (e.g. Open, Close, Direct, Undo) if the Inventory Parameter for Transfer Account is 0 (i.e. has not been set). - Release Date: 1/24/2019
  • A problem was fixed in Inventory Count Process where saved selectivity was not working. And a problem was fixed where using saved selectivity caused the inventory snapshot to fail. - Release Date: 12/21/2018
    • Labor
  • The Time Card Update page was not always respecting the selectivity chosen. - Release Date: 1/30/2019
  • The Merge Labor To Sales Orders page was not respecting the selectivity properly for each order. - Release Date: 1/29/2019
  • A problem was fixed in Labor Time Clock Entry where the clock date/time was not getting converted from server time to client (local) time. - Release Date: 1/3/2019
    • Part
  • The program was not ensuring that the Convert UOM 2-5 on a Part must be greater than zero when the UOM 2-5 was used. - Release Date: 2/7/2019
  • The five labels that calculated totals based off of method/amount in Part Supplier Maintenance were not showing correct values or changing based off of method/amount changes. - Release Date: 11/15/2018
    • Payables
  • In Create Payables From Receipts, a problem was fixed where the [Split] button functionality was not working. - Release Date: 11/28/2018
  • The Payables Import page now handles problems with bad numeric values or bad/missing date values. Previously, the page would hang if some of these errors were encountered. - Release Date: 10/12/2018
    • Purchase Order
  • Fixed an untrapped error in Purchase Order > Batch Processing when creating purchase orders and summarizing orders by part number. The error was “Error in Create Purchase Orders. Processing terminated.” - Release Date: 10/18/2018
    • Quote
  • Adding a new quote was not setting the Shipping Method. - Release Date: 2/15/2019
    • Receivables
  • A problem was fixed for "Receivables Payment" reports where duplicate payments were incorrectly shown if there were multiple payments for the same Customer ID and Payment Reference Number but for different Payment Date values. - Release Date: 1/18/2019
    • Sales Order
  • Sales Order Batch Processing was fixed to correctly prompt user for Serial Number or Lot values when committing inventory for parts that require Serial/Lot. - Release Date: 2/15/2019
  • The Add Sales Order page was showing the Sold-To/Bill-To/End-User contacts regardless of the payment terms they selected. - Release Date: 2/1/2019
  • Sales Order Batch Processing was showing all options regardless of the process chosen in the main menu. - Release Date: 1/16/2019
  • The status field in the Sales Order Action (Detail) report was not indicating if a part was committed. - Release Date: 1/10/2019
  • Printing a range of sales orders in Sales Order Batch Processing was not allowing the user to choose a comment type for the forms. - Release Date: 12/27/2018
  • The "Taxable Basis" on "Sales Order Master" reports was fixed to compute the taxable basis using Tax Codes. Before this fix, you would get an error message that the TaxGroupException was invalid when trying to print the Taxable Basis. - Release Date: 11/16/2018
  • The price on an unknown part was not being set properly in Quick Order Maintenance. - Release Date: 11/9/2018
  • Reducing in Sales Order & Sales Quick Order Maintenance were only reducing detail items that were viewed in the grid. - Release Date: 11/8/2018
  • Sales Order Payment screen was not able to update Receivables if there was a change in Payment Reference Number. - Release Date: 10/30/2018
  • Sales Tax was not ignored when closing a Sales Order if a Tax Exempt Number was applied to the order. - Release Date: 10/17/2018
  • When merging labor to a sales order, if the labor part number has a Tax Code then that Tax Code should be used on the Sales Order Detail record; otherwise the Sales Order Master Tax Code should be used. - Release Date: 10/12/2018
    • System
  • The Event Logs page was modified so the "Log Record Detail" textbox can show html markup without getting an error (which caused the box to not update/display). - Release Date: 1/17/2019

Changes

  • The following pages were changed to attach backorders to existing purchase orders by branch: ?Sales Order Batch Processing > Attach Backorders to Existing Purchase Orders Purchase Order Batch Processing > Attach Backorders to Existing Purchase Orders Purchase Order Detail Maintenance > [Attach Backorders] toolbar button - Release Date: 2/13/2019
  • For Sales Order Batch Processing > Create Purchase Orders for Unattached Backorders, new purchase orders will be created using the branch of the backordered sales order detail item. Purchase Order Batch Processing > Create Purchase Orders for Unattached Backorders new purchase orders will be created using the branch of the backordered sales order detail item (or the branch of the manufacturing order for the backordered component part). - Release Date: 2/13/2019
  • In both "Sales Order Batch Processing" and "Purchase Order Batch Processing for the "Create Purchase Orders From Unattached Backorders" option, you can now choose the Purchase Order ID Code to use for creating purchase orders for the current batch processing (presuming permissions allow you to override the Purchase Order ID Code). ? - Release Date: 2/8/2019
  • When creating purchase orders from unattached backorders in both Sales Order Batch Processing and Purchase Order Batch Processing, both the Branch Number and Warehouse ID will now use the values from the User Master setting for the logged in user. That way, batch processing follows the same defaulting for these fields as manually adding a PO via PurchaseOrder > Add Purchase Order. - Release Date: 12/7/2018
  • A Body is no longer required when sending an email. - Release Date: 11/9/2018
  • All import pages now handle errors for blank/empty key fields and for non-numeric values in numeric fields. - Release Date: 10/23/2018
  • All import pages now include a Full Report option as well as an Exception Report option. Any codes added while importing will be shown as "Information" messages in the Full Report. - Release Date: 10/9/2018
    • Accounting
  • The Bank Reconciliation page has been re-structured to always show the Reconciliation Summary and to update the summary totals as items get marked as Cleared or Un-Cleared. That will allow you to see the remaining Difference amount that still needs to be reconciled. - Release Date: 11/16/2018
    • Inventory
  • Warehouse Transfer Maintenance was changed so the Finder grid summarizes by Transfer Order ID related fields. - Release Date: 2/26/2019
  • Increased speed of Post Inventory Transactions process. - Release Date: 2/14/2019
  • When Warehouse Transfer Maintenance transfers inventory, the Reference Type will now be set to "T" (for Transfer) and the Reference Number will be set to the Transfer Order ID. Additionally, the Part Inventory Status field will be set to "TR" and the Status Date will be set to the current date. - Release Date: 1/2/2019
  • In the "Adjust Inventory' page, do not restrict the Expense Account drop-down to just Account Class of "EX" because users may often adjust inventory to non-expense accounts - Release Date: 12/18/2018
  • In Part Inventory Maintenance, the "Committed Info" box fields are now "ReadOnly" since they can only be cleared (and not manually changed by user). This will prevent the user from incorrectly thinking they can commit inventory by changing those fields. - Release Date: 12/6/2018
    • Labor
  • The "Labor Time Clock Listing" report was changed to use basic selectivity the same as generic reports do instead of using the page specific "checkbox" selectivity. Note that the "Labor Employee Attendance Report" and "Labor Daily Time Summary Report" were also changed to use the basic selectivity. - Release Date: 1/18/2019
    • Manufacturing
  • On the Mfg. Order Maintenance page, the [Attach Backorders] option was changed to open a popup window to allow you to select which backorder(s) to attach to the Mfg. Order ID. - Release Date: 2/12/2019
  • In Manufacturing Order Maintenance, you can now commit Serial Number Required parts with a Quantity greater than 1 from the Mfg. Order Detail screen. If detail is committed for Serial# parts then you can now also reduce inventory for the serial# parts with a quantity greater than 1. - Release Date: 2/1/2019
    • Part
  • The "Update Parts from external text file" page now supports updating based on Supplier Part Number instead of Part Number. Additionally, support was added for appending a Part Prefix to the text file part number to create the TREQSO part number. - Release Date: 10/23/2018
    • Payables
  • For Payable Status Inquiry, the inquiry by Payment Reference Number now shows a different report layout than the other inquiry options - so that the Total Payment amount and Total Discount Taken amount are shown for the Payment Reference Number. - Release Date: 2/22/2019
  • Added supplier name to the file name of printed checks. - Release Date: 12/13/2018
  • Users will be warned when trying to leave the Payables Invoice Maintenance screen when an Invoice is not balanced. - Release Date: 12/12/2018
  • Several fields on the Payables Transaction page have been moved down to the bottom of the page to assist with quicker entry. - Release Date: 11/12/2018
  • Check printing will now default to the Print option rather than Download. - Release Date: 11/9/2018
    • Purchase Order
  • Purchase Order Detail Maintenance entry was changed to fix so the next field to get focus after the Part Number is the Detail Text field. - Release Date: 2/14/2019
  • Purchase Order Detail Maintenance was changed to add a [Re-open Item] button to allow re-opening a closed item on an open order. - Release Date: 2/6/2019
  • Purchase Order Detail Maintenance was changed to show an alert box for Discontinued or Hold status parts, and show the Replacement Part if there is one, and not allow the user to add the discontinued/hold part number to the order. - Release Date: 1/24/2019
  • In Purchase Order Maintenance, when you click [Re-Open Order], any Purchase Order Detail that was marked as closed but not fully received will now be re-opened as well.. - Release Date: 1/17/2019
  • Purchase Order Adjust Receipts was changed to remember the "Scope of Adjustment" checkbox settings. Also, when the "Part Master" checkbox is marked, the Standard Cost will now be updated in the default Part Branch record as well as in the Part Master record for the part. - Release Date: 12/21/2018
  • In Purchase Order Detail Maintenance, now when the Requisition fields are specified (i.e. not blank/empty) and you click the [Add] / [Update] button, then any backorders for the requisitioned order/line will automatically be attached to the line item (without subsequently having to click the [Attach Backorders] button. - Release Date: 12/7/2018
  • When adding purchase order detail records, you can now add Freight parts (i.e. parts with Part Type = "F") - Release Date: 10/3/2018
    • Quote
  • The Add New Customer sections have been renamed to Add New Prospect. - Release Date: 10/11/2018
  • When adding a new sold-to customer on a quote, the "Same as Sold-To" checkbox under Bill-To Customer will be checked by default. - Release Date: 10/11/2018
    • Receivables
  • Increased speed of Post Receivables Transactions process. - Release Date: 2/14/2019
  • The Receivables Payment Maintenance payment application process has been modified so the message that the "Remaining amount must be applied" will no longer prevent the check-marked invoices from being applied. So now you can first check-mark any invoices to pay and click [Apply Selected]. And then (after the warning message) you can enter any pre-applied invoice payments. - Release Date: 1/16/2019
  • Receivables Month-End Processing was changed to add a [Final Posting] button to Step 4 (i.e. Finish Month-End) if there are any un-posted receivables transactions for the month being closed. - Release Date: 12/7/2018
  • Receivables Payment Maintenance changed the "Unapplied Invoice ID" to be "Pre-Applied Invoice ID" and added a "Pre-Applied Amount" field and [Pre Apply] button. This allows you to create as many pre-applied payments as needed in order to totally apply the payment amount. - Release Date: 12/6/2018
  • The Bank Deposit Update was changed to show the total amount of payments selected for deposit in the grid footer and to show the [Updated Select] command button at top and bottom of grid. - Release Date: 11/19/2018
  • Changed Invoice payment application grid to show total Applied Amount in footer and also show the [Apply Selected] command button at both Top and Bottom of grid. - Release Date: 11/16/2018
    • Sales Order
  • Users will now be warned when trying to close a job order with no labor rather than preventing them from making the close. - Release Date: 3/5/2019
  • Changing the sales/cogs accounts in the order defaults of a sales order will now update any matching detail with that change. - Release Date: 2/28/2019
  • The Totals boxes in Sales Order Maintenance and Sales Order Entry will now default to Ordered rather than Shipped. - Release Date: 2/25/2019
  • Users can now select a range of Sales Orders for the Pick List report. - Release Date: 2/14/2019
  • Modified Sales Order Pick List report to report on ranges of orders. Eliminated unnecessary lines for Default and Committed Locations. - Release Date: 2/14/2019
  • For Sales Order Batch Processing Selectivity, "Is Committed" was added as an item for selectivity. - Release Date: 2/14/2019
  • The "Replace Sales Order Fields" page was changed to allow replacing certain fields on reduced detail records (as long as the field being replaced has not been posted yet). You will see a warning message that the sales order detail item has been skipped (and not updated) if you try to change a field that is not allowed on reduced records. - Release Date: 2/1/2019
  • Renamed "Track Contacts" fields to "Track Cash Contacts". Renamed "Contact Maintenance" page to "Cash Contact Maintenance". - Release Date: 10/11/2018
  • The Sales Order Maintenance page will now show contact info (including Email Address and/or Phone Number) for a selected Sold-To Contact, Bill-To Contact, and End-User Contact. - Release Date: 10/3/2018
    • Vehicle
  • Sort Order does not apply to Protected Vehicle Attributes so they will no longer show as an option. - Release Date: 2/11/2019

Obsolete

    Quote
  • The Modify Customer permission in the Quotes section has been removed since setting the customer is always required on a quote. - Release Date: 10/11/2018

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