Home
Products
About Us
   News
Contact
 

Treqso Website Release Notes

★ Look for 17 important changes.

Treqso Website 1.20.0

New Items

  • Added ability to automatically add user's email address to CC for various printing (such as Invoices, Customer Statements, etc.). This can be set in User Maintenance in the user's My Info/Preferences page. - Release Date: 8/19/2020
    • Admin
  • Added ability to copy package in scheduling. - Release Date: 9/18/2020
  • Added ability to use logins and email groups in package emails distributions and sequence email tasks. - Release Date: 9/17/2020
  • Added list of sequences where the package is being used in Package Maintenance. - Release Date: 7/20/2020
    • Inventory
  • Added the option to print the Product Code, Part Category, Part Group, and Sales Group in the Reorder, Suggested Order, and Order Demand reports.. These codes will appear along with the Description. Also added the Min. Order Quantity to each report. - Release Date: 8/13/2020
  • Added a field in Inventory Parameters called Update Part Supplier Cost from Master. When this parameter is turned on, the default supplier's Level 1 Cost Value will be automatically updated when the part's Standard Cost is changed. A similar parameter was available in FACS. - Release Date: 8/4/2020
    • Labor
  • Added Sold-To & Bill-To Customer Name fields to the generic Labor Time Card reports. Also the Customer Name field has been renamed to Ship-To Customer Name to eliminate confusion. - Release Date: 12/16/2020
  • There is a new Labor Efficiency Report where you can choose to print labor efficiency either by Employee or by Job (i.e. Bill Code and Work Code). - Release Date: 8/6/2020
  • Added grand totals to the Employee Daily Time Summary report. - Release Date: 7/27/2020
    • Payables
  • The Misc. Supplier Comment field has been added to the generic Payables Payments reports. - Release Date: 7/30/2020
    • Purchase Order
  • Parts can be added on-the-fly in Purchase Order Maintenance with the appropriate permission. - Release Date: 11/24/2020
  • Added ability to delete multiple items in Purchase Order Maintenance. - Release Date: 11/20/2020
    • Quote
  • The Copy Quote page now has the same options to override the Quote ID that is found in the Add Quote page. - Release Date: 10/29/2020
  • Added ability to set the Work Code on parts (using the Add Parts menu option) that are added to a quote. - Release Date: 9/23/2020
  • Added the Part Description field to Quote Detail Maintenance. This field will come from the part record and will be read-only. - Release Date: 9/15/2020
  • ★ Titles on quotes will now become Phase Titles in sales orders. - Release Date: 9/15/2020
  • ★ A Title Description has been added to quote titles to allow users to input a short description. This has been added to match up with Phase Titles in sales orders. - Release Date: 9/15/2020
  • ★ Added Title field and renamed Title Description to Description in Model Sequence Maintenance. This is to match up with the Title and Description fields in quote titles. The Title field will now show in the grid of Model Maintenance. - Release Date: 9/15/2020
  • The part description will now be shown in the template options grid in Model Maintenance. - Release Date: 8/21/2020
    • Receivables
  • The Receivables Payment report now includes new fields for "Is Deposit" and "Deposit Account Number". - Release Date: 12/9/2020
    • Sales Order
  • The Sales Order Action (Detail) report now shows Sequence Number and will sort accordingly. - Release Date: 1/20/2021
  • In Sales Order Maintenance, a new "Sales Estimates" tab has been added to allow you to maintain Sales Order Estimate records. Note that sales order estimate records normally originate from a Quote when the quote gets accepted and exported to a sales order. This allows you to modify those sales order estimates after the quote has been exported to a sales order. - Release Date: 12/7/2020
  • Parts can be added on-the-fly in Sales Order & Quick Order Maintenance with the appropriate permission. - Release Date: 11/24/2020
  • Added ability to re-sequence detail in Sales Order Maintenance. - Release Date: 11/20/2020
  • Added ability to delete multiple items in Sales Order Maintenance. - Release Date: 11/20/2020
  • Added Sales Group to pricing rules in Sales Order Maintenance. - Release Date: 11/11/2020
  • ★ Added Description field to Sales Order Detail Maintenance. Note that this Description field can include formatted text; whereas the Order Detail Text field only allows unformatted text. - Release Date: 9/15/2020
  • Added ability to re-sort models on a sales order. - Release Date: 9/15/2020
  • Added an Inactive flag to Production Status codes. - Release Date: 8/7/2020
  • Added a Reduced Date field to Sales Order Detail. This field will be available in the "Sales Orders" and "Sales Order Analysis" generic reports. - Release Date: 8/4/2020
  • Added a Detail Create Date field to "Sales Order Analysis" generic reports. - Release Date: 8/4/2020
    • System
  • Added a field to User Maintenance called "Modify/Delete All Private Reports". This will reveal a checkbox in generic reports that will allow users to access all private reports. (Note: This field works in conjunction with the permissions for each generic report. The user will still need to have the Private Reports permission for this to work.) - Release Date: 8/11/2020

Fixed Items

  • TREQSO will now insure that the Account Master "Verify Subsidiary" setting is handled when adding or updating records in Account Balance Master, GL Transaction, GL Recurring Transaction, GL Budget Transcation, and Customer Payments. - Release Date: 1/18/2021
  • When running a generic report that has selectivity on a date field, when you enter a bad date, an alert box will now popup with an error message and the bad date will be changed to today's date and focus will be set back on the date textbox. This will prevent you from accidentally running a generic report with incorrect date selectivity. - Release Date: 10/13/2020
  • Downloading an Excel report would fail if there was a comma in the name. - Release Date: 10/12/2020
  • A problem was fixed in generic reports (such as Sales Analysis Report) when distributing to a CSV file for report that includes percent fields where you got an error "Conversion from type DBNull to type String is not valid". - Release Date: 10/2/2020
  • A problem was fixed where sorting and selectivity on a "percent" field would not work (such as the GP Percent Ordered field on Sales Orders reports). - Release Date: 7/27/2020
  • The Go-To Part box in the Inventory menu was only allowing 20 characters. - Release Date: 7/1/2020
    • Admin
  • Manually entered email addresses were not being saved in package distributions. - Release Date: 1/12/2021
  • The FTP package distribution type was not being saved correctly. - Release Date: 12/14/2020
  • Sequence emails tasks in scheduling were not working. - Release Date: 9/17/2020
    • Customer
  • The "Update Customers from External Text File" page will now show an error message if a Custom Code text field is too long to import. - Release Date: 7/1/2020
    • Inventory
  • Several problems were fixed in the Inventory Reorder Report and some columns were realigned and the "Keep Together" settings were fixed to keep related lines from spanning pages. - Release Date: 10/20/2020
  • In Warehouse Transfer Maintenance, a problem as fixed where the incorrect Branch Number was used for the In-Transit Warehouse when closing a transfer. - Release Date: 8/3/2020
    • Labor
  • When merging labor to sales orders, the Sequence Number of the Sales Order Detail will now be set per the phase number of the labor. Note that this only happens if there is no Sales Order Estimate record for the labor Phase Number and Part Number being merged (because the Sales Order Estimate Sequence Number will be used if possible so that actual labor matches estimate labor). - Release Date: 1/15/2021
  • The Labor Efficiency report was showing inflated Standard Hours if there were multiple time cards for a bill/word code. - Release Date: 1/8/2021
  • The Labor Employee In-Job Inquiry report was not working when the Bill Code option was selected. - Release Date: 11/23/2020
    • Manufacturing
  • Reports from the Pick List page were not sending emails. - Release Date: 7/30/2020
  • Several incorrect fields were fixed in the Manufacturing Order Maintenance finder and the incorrect "Building Quantity' field has been replaced with the "Serial Number" field. - Release Date: 7/21/2020
    • Part
  • Part Pricing Inquiry now includes a drop-down list for Branch Number to allow you to match on pricing that includes Branch Number. - Release Date: 12/22/2020
  • The "Add Part" form was missing the Tax Code field and so the Tax Code is now included as one of the fields you can specify when adding a new part. - Release Date: 12/11/2020
  • In Part Maintenance, for the Part Branch Maintenance form, when adding or updating, the page will now insure that the Part Supplier record exists for the specified Part Number and Supplier ID and that the Part Branch Supplier Part Number matches the Part Supplier Supplier Part Number. A "Create Part Supplier (if needed)" checkbox was added to give the user the option to create the Part Supplier record if it does not exist. - Release Date: 12/11/2020
  • In "Update Part from External Text File", if the Primary Supplier ID for the selected Template Part does not match the Primary Supplier ID of the part being updated, then an alert message will be displayed and the part will be skipped and not updated. - Release Date: 11/17/2020
  • Fixed a problem in Product Code Maintenance where expanding the finder grid and then scrolling to select item brings up the popup window out of view. - Release Date: 10/15/2020
  • The "Update Parts from External Text File" page will now show an error message if a Custom Code text field is too long to import. - Release Date: 7/1/2020
    • Payables
  • In Payables Cash Requirements Report, an issue was fixed that incorrectly allowed you to set the Forecast Days to 0. - Release Date: 11/30/2020
  • The Net Amount was not being computed correctly (when there was a discount allowed but not taken) in generic Payables Aging reports. - Release Date: 11/2/2020
  • A supplier's history was not being updated in Create Payables from Receipts if the last purchase date of the supplier was set far in the future. - Release Date: 8/24/2020
  • Several problems were fixed in the Payables Reconciliation/Aging Report where the "Skip Zero Balance Invoices" option was not working and the report was showing incorrect data. - Release Date: 8/4/2020
  • In Print Payments, a problem was fixed where the Supplier Name was no longer printing on the Supplier Remittance Report. - Release Date: 8/3/2020
  • The Supplier Name field in generic Payables Payments reports was not showing the correct name for misc. one-time suppliers. - Release Date: 7/30/2020
  • The Comment field in the Payables Quick Invoice Payment page should only be enabled when adding a miscellaneous one-time supplier. - Release Date: 7/30/2020
    • Purchase Order
  • In Purchase Order Adjust Receipts, if GL Transaction records need to be added, will now check the Verify Branch, Verify Profit Center, and Verify Cost Center flags for each account and use Branch, ProfitCenter, CostCenter values from User's default values if Purchase Order values are zero. And if any of those values are still zero then show a warning message that the GL Transaction must be adjusted to fix the problem. - Release Date: 1/14/2021
  • The Purchase Order Adjust Receipts process will now use the Inventory Account from the Purchase Order Detail record if it is non-zero instead of the Inventory Account from the Account Group of the Part Number. - Release Date: 1/13/2021
  • In Purchase Order Maintenance the detail grid would sometimes appear to be too wide when the Part Description contained long text without spaces (such as a URL address). - Release Date: 12/8/2020
  • Duplicate serial numbers could be entered on the page in Purchase Order Receiving. - Release Date: 12/4/2020
  • The Automatic Reordering page was fixed so if the user changes the Supplier ID to order from in the drop-down list that the UOM will be changed to the Part Supplier's default UOM. Additionally, the Suggested Order Quantity would also get updated based on the new UOM. - Release Date: 12/3/2020
  • In Print Purchase Orders, when printing a large number of orders, a problem was fixed where the page did not finish due to a timeout problem. - Release Date: 10/23/2020
  • Purchase Order Batch Processing was changed when creating purchase orders from unattached backorders to use the Supplier ID from the Part Branch record if the record exists; otherwise use the Default Supplier ID from the Part Branch 0 record. - Release Date: 10/7/2020
  • In Purchase Order Receiving, when receiving a serial number required part, you will no longer be allowed to receive the part if the Serial Number being received already exists in part inventory. - Release Date: 10/1/2020
  • In Purchase Order Detail Maintenance, a problem was fixed where the focus was incorrectly set to the Order Quantity after tabbing off of the Part Number field. The focus should be set to the Detail Text field in this case. - Release Date: 8/12/2020
  • In Purchase Order > Adjust Receipts, when adjusting Actual Cost, instead of adjusting the Sales Order Detail costs based on the Purchase Order Detail Requisition fields, will now adjust Sales Order Detail based on any sales backorders that were attached to the PO detail line being adjusted (to adjust backorders that did NOT have Requisition info set). Also, the GL Transactions generated should affect WIP Account and Purchases Account if the Sales Order is still Open; otherwise should affect CGS Account and Purchases Account as it always did previously. - Release Date: 7/8/2020
    • Quote
  • A user's Quote ID code was not being used when copying a quote (if that user was set to a code other than the default). - Release Date: 1/13/2021
  • Could not print quotes from the Historical Inquiry page. - Release Date: 1/13/2021
  • In Model Maintenance, when you set the "Route Labor" checkbox, the wrench icon on each Model Sequence line was not working and would show an un-handled error in the popup window. This problem has been fixed. - Release Date: 12/16/2020
  • In Product Type Maintenance, the [Add] button text was not getting changed to [Update] after a new Product Type is added. This has been fixed. - Release Date: 12/16/2020
  • A problem was fixed where the Quote ID could not be included on a Quote Comments report without getting an error. - Release Date: 12/14/2020
  • The Taxable Amount field in Quote Maintenance was not excluding parts with no sales tax. - Release Date: 12/11/2020
  • Copying a model in Model Maintenance would not copy the numeric attribute values. - Release Date: 12/9/2020
  • Newly added validated attribute values were not being saved in Model Maintenance. - Release Date: 12/9/2020
  • ★ The Auto Close Quotes setting in Quote Parameters was not working. Quotes were always closed when creating a sales order regardless of the setting. Since this has been corrected, the setting will now be turned on. - Release Date: 12/2/2020
  • In Quote Standard Codes Maintenance - Quote Stages Maintenance, a problem was fixed trying to add a Security Group that can advance the stage. - Release Date: 11/9/2020
  • In Quote Attribute Maintenance, only set the validation rows visibility after the [Update] button is clicked. Otherwise the user could add validations and then never click the [Update] button and those validations would be ignored. - Release Date: 10/6/2020
  • In Quote Maintenance, when adding/updating a part for a quote, you will now be prevented from having duplicate Part Number and Sequence Number for a given Quote and Model. This will prevent an error when merging a quote to an existing sales order where the correct sales order detail line to update could not be determined. - Release Date: 9/1/2020
  • Copying a model in Model Maintenance would fail if there were comments in the model. - Release Date: 8/20/2020
  • Deleting a model in Model Maintenance would fail if there were comments in the model. - Release Date: 8/20/2020
  • The quote detail action menu would not always appear in the correct spot in Quote Maintenance. - Release Date: 7/28/2020
    • Receivables
  • In the Payment Maintenance page, the Debit Account was being set based off of what payment method was selected. This lead to a delay in the page, and likely noticed when tabbing from the payment method drop-down to the payment amount field. If a payment amount value was typed in fast enough, the value may have been lost because of that delay. - Release Date: 12/16/2020
  • In Receivables Payment Maintenance, if you try to change the Payment Method back to "(Choose One)" after initially selecting a valid Payment Method, you will now get an error message telling you that you must choose a Payment Method. - Release Date: 12/9/2020
  • The "Sales Analysis" report was changed to prompt the user for the Report Year and Report Month to treat as the current year and month for this instance of the report. This allows you to run Sales Analysis reports on any past period; whereas previously you could only run the report for the current year/month per the Receivables Parameter setting - which is not how this historical report would normally be run. - Release Date: 11/19/2020
  • Several changes were made to the Sales Analysis Field Definitions page to clarify how the formulas can be generated and to prevent duplicate formulas and non-sensical formulas. The help page was also updated to clarify the various options for how sales analysis field definitions can be created. - Release Date: 11/19/2020
  • In Print Invoices, when printing a large number of invoices, a problem was fixed where the page did not finish due to a timeout problem. - Release Date: 10/23/2020
  • In Receivables Transactions Report, several issues were fixed where Gross Profit Amount and Gross Profit Percent fields were incorrectly using the Transaction Amount instead of the Sales Amount. - Release Date: 8/25/2020
  • The Post Receivables Transactions page was fixed to skip any customer payment where the Unapplied Amount is not equal to zero. - Release Date: 8/7/2020
  • Reports from the Invoice Inquiry page were not sending emails. - Release Date: 7/30/2020
  • In Receivables > Month End Processing, when you finish month-end processing and invoices that balance to zero get marked as Closed, a problem was fixed where Credit Memo invoices were not getting marked as Closed. - Release Date: 7/7/2020
  • Receivables Payment Maintenance fixed a problem where the focus was not correctly set to the Payment Amount after selecting the Payment Method. - Release Date: 7/1/2020
    • Sales Order
  • When merging labor to sales orders, the Sequence Number of the Sales Order Detail will now be set per the phase number of the labor. Note that this only happens if there is no Sales Order Estimate record for the labor Phase Number and Part Number being merged (because the Sales Order Estimate Sequence Number will be used if possible so that actual labor matches estimate labor). - Release Date: 1/15/2021
  • In Sales Order Maintenance, the [Copy] toolbar option will now copy Phases (i.e. Sales Order Phase records from the "Phases" tab). - Release Date: 1/15/2021
  • Could not print sales orders from the Historical Inquiry page. - Release Date: 1/13/2021
  • In Sales Order Maintenance & Sales Order Entry, the detail grid would sometimes appear to be too wide when the Part Description contained long text without spaces (such as a URL address). - Release Date: 12/8/2020
  • When adding a new sales order, the Sales Order Parameter for Customer Credit Check Option was not handling the option. - Release Date: 12/1/2020
  • Sales Order custom codes were meant to be available in Sales Order Labor generic reports - and now they are included. - Release Date: 11/25/2020
  • The Gross Profit check for on sales orders was not accounting for unknown parts correctly when the parameter setting was using "Order Total". - Release Date: 11/6/2020
  • Fixed a problem with Sales Order Detail Maintenance if detail item is a formerly unknown part that now has a part alias to change to the real part number. - Release Date: 10/15/2020
  • ★ In Sales Order Maintenance, on the "Phases" tab, a problem was fixed where phases that did not have a phase title record would show Phase 0 when trying to "edit" that non-existent record. Now, any phase without a phase title record will show "*** Phase Title Missing ***" in the Phase Title column of the finder grid. When you click the pencil icon to drill into that record, the Phase Number to be added will display and the button will now say [Add] instead of [Update]. Once the Phase Title record has been added with a non-blank Phase Title then you will be able to select that Phase Number on the Sales Order Detail Maintenance page. - Release Date: 10/8/2020
  • Sales Order Batch Processing was changed when creating purchase orders from unattached backorders to use the Supplier ID from the Part Branch record if the record exists; otherwise use the Default Supplier ID from the Part Branch 0 record. - Release Date: 10/7/2020
  • In "Replace Sales Order Fields", if a Part Number is changed that is on backorder, the backorder for the old part number will now be deleted. If the backorder was attached to a Purchase Order, the Requisition fields will also be cleared. Additionally, a message will now display if a backorder was deleted. - Release Date: 9/8/2020
  • In Sales Order Payment Maintenance, a problem was fixed where focus was mistakenly set back to Payment Reference Number when Payment Method was changed. Now the focus will correctly be set to the Payment Amount. - Release Date: 7/31/2020
  • The Debit Account was not being set for a new payment in Sales Order Maintenance when the user had no Default Cash/Payment Account set. - Release Date: 7/24/2020
    • Supplier
  • In Supplier Maintenance and Add Supplier routines, the "Date Limit Set" date will now be updated to today's date when the user changes the Credit Limit amount. - Release Date: 1/21/2021
  • The "Update Suppliers from External Text File" page will now show an error message if a Custom Code text field is too long to import. - Release Date: 7/1/2020
    • System
  • The System Event Log will now correctly show any Custom Code field changes when Custom Codes are updated for any for the following: Parts, Customers, Suppliers, Purchase Orders, Sales Orders, Quotes, and Vehicles. - Release Date: 7/2/2020
    • Vehicle
  • In Vehicle Maintenance, a problem was fixed that prevented you from deleting a vehicle if there were any Comments or Vehicle Certification data for the vehicle. - Release Date: 7/22/2020
  • The "Update Vehicles from External Text File" page will now show an error message if a Vehicle Attribute text field is too long to import. - Release Date: 7/1/2020

Changes

  • All "percent" fields in generic reports will be rounded to 2 decimal places. Except for "tax rate" fields which will continue to be rounded to 3 decimal places. - Release Date: 11/13/2020
  • Part Category and Part Sub-Category dropdown lists now support Code Preference settings. Code Preferences can be set in "My - Info/Preferences" and in the Admin site under "Logins - Defaults". - Release Date: 10/16/2020
  • The "Batch Process Report" report distribution will now create CSV files and XLS files without the page headings, page footers, group headings, or group footers. - Release Date: 8/14/2020
  • Changes were made to GL Transaction postings that affect the Purchases Account so the Reference Number (i.e. Purchase Order ID) gets posted to GLCode1. This will help with reconciling unvouchered payables where the PO# needs to always be in GLCode1 to assist with the Purchases Account reconciliation. - Release Date: 7/28/2020
  • Pages that had spin buttons for numeric text boxes will now hide the spin buttons and disable scroll button option as well when a numeric text box has focus (so the mouse scroll wheel will not change the numeric value). - Release Date: 7/27/2020
  • The Report Maintenance page was changed so any Report Column changes will now show in the Event Log. Previously only the Field Names of the report columns were included in the event log. - Release Date: 7/22/2020
    • Accounting
  • The branch, profit center, and cost centers will now display on the Financial Statement forms based on the user's code preference (rather than just the description). - Release Date: 11/13/2020
  • In Account Balance Inquiry, a problem was fixed where Budget balances were incorrectly being included in the actual balances amounts. - Release Date: 11/13/2020
  • When generating financial statements, you can now enter a Comment to be included on the page header. - Release Date: 10/16/2020
  • Bank Reconciliation now includes the option to create a Bank Reconciliation Report. - Release Date: 9/8/2020
  • A new field named "Transaction YYYYMM" has been added to the "GL Transactions" generic report. This will allow you to be selective on contiguous ranges of Transaction Year+Month for QTD or YTD reporting or similar. - Release Date: 7/30/2020
  • Multiple records can now be cleared at once using the Shift key in the Bank Reconciliation page. - Release Date: 7/23/2020
  • The "GL Transaction Balance Inquiry" report distribution will now create CSV files and XLS files without the page headings, page footers, group headings, or group footers. - Release Date: 7/2/2020
    • Admin
  • The branch, profit center, and cost centers will now display on the consolidated Financial Statement forms based on the user's code preference (rather than just the description). - Release Date: 11/13/2020
    • Customer
  • In Customer Maintenance, changing the Customer Credit Hold settings has been moved to a toolbar button named "Customer Hold Options" at the top of the form. This includes the "Credit Hold Exempt" and "On Credit Hold" checkboxes as well as the "Credit Hold Notification" textbox. These fields will still display in the "Settings" panel as read-only fields. You will need to have the Customer permission of "Set/Clear Customer Hold" in order to view and use this toolbar button. Additionally, you can now choose to change the Order Hold status on any open sales orders when changing the customer hold status. This will allow you to match the order hold status to the customer hold status. - Release Date: 10/20/2020
    • Inventory
  • You may now select multiple Session IDs when running an Inventory Count generic report. - Release Date: 1/8/2021
  • Serial Number has been expanded from 20 to 30 characters in inventory counts, transactions, and warehouse transfers. - Release Date: 12/3/2020
  • In Part Status Inquiry, you can now click on the column heading in any popup window (i.e. ShowGrid window) to sort the grid by that column. - Release Date: 8/12/2020
  • The Inventory Turnover generic report has been completed overhauled. This report will now have 3 standard questions ("Report Month", "Base Levels On", and "Calculate turns by") which reduces the need for many of the previously available fields. Because of this, many fields have also been renamed for clarity. - Release Date: 7/23/2020
  • The "Adjusted Stock Status Report" and "Dead Inventory Report" distribution will now create CSV files and XLS files without the page headings, page footers, group headings, or group footers. - Release Date: 7/2/2020
    • Labor
  • The Labor Efficiency Report now supports report distribution to a CSV file or XLS file without group headers/footers or page headers/footers. - Release Date: 1/7/2021
  • The Labor Employee Attendance Report was changed to use the In-Day Comment and Out-Day Comment if they are not blank/empty instead of the generated In-Day Notes and Out-Day Notes. - Release Date: 12/2/2020
  • ★ The Labor Parameter, Labor Employee, Labor Work Code, and Labor Estimates tables now all include the Sales Phase Number field. This will allow time card labor to be merged to sales order detail by phase number as well as part number. This in turn facilitates sales order estimate to actual comparisons by phase number and part number. - Release Date: 9/24/2020
  • Time Clock Entry will now only show the time zone adjustment message if there is an actual adjustment. - Release Date: 8/3/2020
  • Time Clock Maintenance will now sort the Finder grid by "Clock DateTime" in descending order and then by Employee Number so that the most recent transactions will sort to the top. - Release Date: 7/28/2020
    • Manufacturing
  • Serial Number has been expanded from 20 to 30 characters in manufacturing orders. - Release Date: 12/3/2020
    • Part
  • Changed Part Maintenance to disallow UOM2 to UOM5 for the DEFAULT PART. Since the DEFAULT PART is used for order entry for unknown parts, we do not want restrictive UOM conversions for any unknown part. - Release Date: 12/4/2020
  • Serial Number has been expanded from 20 to 30 characters in on-hands records. - Release Date: 12/3/2020
  • The Description field in Part Phases has been expanded from 20 to 30 characters. - Release Date: 9/15/2020
  • In Part Maintenance, on the Part Warehouse Maintenance page when you reset the Average Lead Days to zero, the Received Count will now also be reset to zero. This allows you to reset how Average Lead Days is computed when receiving parts. - Release Date: 8/25/2020
  • In Part Maintenance, on the Part Supplier Maintenance page when you reset the Average Lead Days to zero, the Received Count will now also be reset to zero. This allows you to reset how Average Lead Days is computed when receiving this part for this supplier. - Release Date: 8/25/2020
    • Payables
  • In Create Payables From Receipts and in Payables Invoice Maintenance, when adding a new invoice and the Supplier Credit Limit is greater than 0 and the Supplier Balance is greater than the Credit Limit, a message will now display to that effect. - Release Date: 1/21/2021
  • For the Payables Reconciliation/Aging Report, the default for the "Skip Zero Balance Invoices" has been changed to checked/true since this is the most common option. - Release Date: 8/31/2020
  • In Create Payments, Supplier Balance is a new item that you can be selective on. This will allow you to exclude suppliers that have a credit balance. - Release Date: 8/31/2020
    • Purchase Order
  • Changed Purchase Order Detail Maintenance to set focus to Detail Text field after entering an unknown part number .For a known part number, will set focus to the Order Quantity text box (because the UOM value was set per the Part Supplier default UOM). - Release Date: 12/17/2020
  • Changed Purchase Order Detail Maintenance to allow any valid UOM for unknown parts. - Release Date: 12/4/2020
  • Serial Number has been expanded from 20 to 30 characters in purchase orders. - Release Date: 12/3/2020
  • For Purchase Order Batch Processing, when trying to attach backorders to existing POs, added a message if there are no open POs for the order branch number to attach to. - Release Date: 11/5/2020
  • In Purchase Order Detail Maintenance, you now need to have the new Purchase Order permission for "Modify Accounting" to change any of the fields in the Accounting panel. - Release Date: 11/2/2020
  • In Purchase Order Detail Maintenance, when adding a new detail line and you enter the Part Number or change the Warehouse ID, warehouse quantities will be displayed for the specified part number and warehouse. - Release Date: 10/6/2020
  • In Purchase Order Detail Maintenance, when clicking the toolbar button for [Unattach Backorders], if the Requisition Type and Requisition Order values are not blank/empty, then those fields will be cleared to completely disassociate the backorder from the current PO detail line. - Release Date: 8/25/2020
  • Purchase Order Automatic Reordering was changed to use the Part Supplier UOM instead of UOM1. Additionally, the Order Quantity will now be re-computed from the Suggested Quantity when the UOM drop-down selection changes. - Release Date: 8/18/2020
  • Purchase Order Detail Maintenance was changed to re-compute the Order Quantity when the UOM is changed. - Release Date: 8/18/2020
  • Purchase Order Detail Maintenance now has toolbar navigation buttons. - Release Date: 8/13/2020
    • Quote
  • ★ The Work Code field will only be visible when adding labor parts in Quote Maintenance. - Release Date: 12/10/2020
  • In Quote Maintenance, when adding a part to quote detail, set quote detail Description field from the Part Master Full Description. - Release Date: 12/8/2020
  • In Quote Maintenance, when exporting a quote to a sales order, set the sales order detail Description field from the quote detail Description field. - Release Date: 12/8/2020
  • In Quote Attribute Maintenance, disable the Validate checkbox for Protected fields. - Release Date: 11/24/2020
  • Excise Tax parts are now allowed to be added to quotes in Quote Maintenance. - Release Date: 11/2/2020
  • The "Additional Parts" model in quotes will now be called "Parts" in order to match the name on sales order models. - Release Date: 10/8/2020
  • In Model Maintenance, on the Templates tab, the Sequence Option detail will now show the Part Description if the Part Number is not blank. - Release Date: 9/24/2020
  • In Quote Detail Maintenance, the Sequence Number has been added as a Read Only field so you can tell which quote sequence you are working on. - Release Date: 9/24/2020
  • ★ Setting the Phase Number on sales order detail parts has changed when exporting a quote to a sales order. Previously, the Phase Number was determined by the sequence number on the quote. Now Phase Number will be sequentially assigned starting at phase 1 and incrementing when a new model or title is encountered in the list of quote detail items. - Release Date: 9/15/2020
  • The Notes field on the Quote Detail record has been renamed to Detail Text and re-purposed as a plain text field. This field will push to the sales order detail's Detail Text field. - Release Date: 8/7/2020
  • The Quote Detail Maintenance page now includes a magnifier icon and a binoculars icon to the right of the Work Code text box. The magnifier icon will show a popup window to allow you to select a Work Code from the Work Code Master where the work code is for the current Part Number. The binoculars icon will show a popup window to allow you to select any Work Code from the Work Code Master. - Release Date: 7/31/2020
    • Sales Order
  • In Sales Order Detail Maintenance, when adding a new detail record, if there is no Phase Number default from the current sales order detail record, then default the phase number to the first phase of the Sales Order Phases records for this sales order. This will insure that a valid phase number is used by default if possible. - Release Date: 1/15/2021
  • Changed Sales Order Detail Maintenance to set focus to Detail Text field after entering an unknown part number. For a known part number, will set focus to the UOM drop-down list. - Release Date: 12/17/2020
  • In Sales Order Maintenance, in the detail grid, the [Commit All] button and the [Decommit All] button will now both have a popup confirmation window to insure that you want to perform the desired action. - Release Date: 12/10/2020
  • ★ The Work Code field will only be visible when adding labor parts in Sales Order Maintenance. - Release Date: 12/10/2020
  • In Sales Order Detail Maintenance, when adding a part to sales order detail, default the Description field from the Part Master Full Description. In Sales Order Quick Entry, when adding a part to sales order detail, set the sales order detail Description field from the Part Master Full Description. - Release Date: 12/8/2020
  • Changed Sales Order Detail Maintenance and Sales Order Quick Entry (for detail entry) to allow any valid UOM for unknown parts. - Release Date: 12/4/2020
  • Serial Number has been expanded from 20 to 30 characters in sales orders. - Release Date: 12/3/2020
  • The Total Payment fields in "Sales Order Payments" & "Sales Orders" generic reports have been modified to reflect both order and receivables payments, just as in the Sales Order Maintenance totals box. - Release Date: 12/3/2020
  • Users will now be prompted to enter a Customer P.O. Number (if customer requires one) when copying sales orders. Otherwise the Customer P.O. Number will be cleared on newly copied sales orders. - Release Date: 11/24/2020
  • The tax code on a copied sales order will use the customer's default tax code when the originating order's tax code is not set. If there is no default tax code, you will be prompted to enter a tax code. (Note: This is a common occurrence for sales orders migrated from FACS). - Release Date: 11/24/2020
  • The "Phase Titles" tab in Sales Order Maintenance has been renamed to "Phases". - Release Date: 11/20/2020
  • In Sales Order Detail Maintenance, when adding detail, default the Phase Number to the Phase Number of the last detail record added/viewed. - Release Date: 11/16/2020
  • Sales Order Detail Analysis was changed to include the Phase Number as a column on the analysis tabs since sales order detail is now sorted by Model Sort, Phase Number, Sequence Number. - Release Date: 11/16/2020
  • For Sales Order Batch Processing, when trying to attach backorders to existing POs, added a message if there are no open POs for that branch number to attach to. - Release Date: 11/5/2020
  • The Payments tab in Sales Order Maintenance now shows both order payments and RCV payments. - Release Date: 10/8/2020
  • ★ In Sales Order Maintenance, the "Merge Labor" process will now merge Labor Time Cards using the Phase Number as well as the Part Number per the Labor Parameter Sales Phase/Part Option. - Release Date: 9/24/2020
  • ★ In Sales Order Maintenance, in the [Analysis] popup window, the "Estimate vs Actual" tab will now compare Sales Order Estimate records to Sales Order Detail (i.e. Actual) records by Phase Number and Part Number. - Release Date: 9/24/2020
  • ★ In Sales Order Detail Maintenance, Phase Number must now be set to an existing phase as maintained in Sales Order Phase Titles. So the Phase Number field will now be a drop-down box instead of a text box. - Release Date: 9/15/2020
  • ★ The Sales Order - Batch Processing menu option has been consolidated into a single menu option that includes all of the possible batch process choices. This will allow you choose the 'Reduce Sales Orders" option and when the batch reduce option completes, click [Reset] and then immediately choose the "Close Sales Orders" option to close the same batch of selected sales orders that you just reduced. - Release Date: 8/27/2020
  • Several of the Sales Order menu options that are not commonly used have been moved under the new "Other" sub-menu. - Release Date: 8/27/2020
  • When closing a sales order in "Sales Order Maintenance" and in "Sales Order Batch Processing - Close Orders", you can now enter a Batch ID to be associated with Receivables Transactions created when closing the sales order. - Release Date: 8/25/2020
  • Sales Order Payment entry now supports marking an order payment as "Is Deposit" where the payment credit will be posted to a Customer Deposit (liability) Account instead of to Accounts Receivable. When a sales order is closed that has a customer deposit payment, the Receivables Transaction will then be created debiting the Deposit Account and crediting Accounts Receivable. The Deposit Account can be specified in Receivables Parameters. - Release Date: 8/21/2020
  • Sales Order Detail Maintenance now has toolbar navigation buttons. - Release Date: 8/13/2020
  • In Sales Order Maintenance, when you click the icon to add a Sold-To Contact, Bill-To Contact, or End-User Contact to the sales order, the contact will now automatically be assigned to the sales order. Previously, you needed to press the [Update] button to update the sales order with the new Contact ID. - Release Date: 7/31/2020
  • In Sales Order Master generic report and Sales Orders generic report, the "Order Month/Year" was changed to "Order YYYYMM" for better selectivity when selecting ranges of Year+Month to report on. - Release Date: 7/24/2020
  • Changed "Sales Orders" generic report fields for "Ext. *** Cost Ordered" and "GP *** Ordered" to use Regular Cost instead of Actual Cost (since Actual Cost is not set until the sales order detail gets reduced). - Release Date: 7/24/2020
  • In Sales Order Maintenance, on the Detail grid, the [Add Order Detail], [Commit All], and [Decommit All] buttons will now show at both the top and bottom of the grid. - Release Date: 7/22/2020
    • System
  • In User Maintenance for Automatic Email CC choices, the "Payables Checks" source has been replaced with "Payables Remittance" since remittance reports can be emailed while checks cannot be emailed. - Release Date: 11/25/2020
  • In User Maintenance for the finder grid, Inactive users will now be filtered out on initial page load. In other words, the filter for the Inactive column will be set to NotEqualTo for value = true. You can still change the filter however you want though. - Release Date: 10/9/2020
    • Vehicle
  • The Vehicle Maintenance page was changed so if the user changes the Vehicle Status then decide if a vehicle status related date (i.e. Received Date, Sold Date, Shipped Date) should be updated too. Received Date will get updated to today's date if Vehicle Status is changed to "In Inventory" and Received Date is empty or unchanged or older than today's date. Sold Date will get updated to today's date if Vehicle Status is changed to "Sold" and Sold Date is empty or unchanged or older than today's date. Shipped Date will get updated to today's date if Vehicle Status is changed to "Shipped" and Shipped Date is empty or unchanged or older than today's date. - Release Date: 11/30/2020
  • The "Update Vehicles from External Text File" page has been modified to allow updating related sales order fields for sales orders closed in the last 60 days (in addition to open sales orders as it previously did). - Release Date: 9/28/2020

Obsolete

    Quote
  • ★ Removed the Merging Quotes to Sales Orders field from Quote Parameters Maintenance. - Release Date: 9/15/2020
  • ★ Removed the Title Comment Type field from Quote Parameters Maintenance. - Release Date: 9/15/2020
    • Sales Order
  • ★ Removed the Sales Order Parameter for "View Detail By". Sales Order Detail will now be sorted by Model Sort then Phase Number then Sequence Number. This allows consistent viewing of sales order detail. Note that some reports and inquiries will sort by Phase Number then Part Number where Estimate versus Actual comparisons are done. - Release Date: 10/7/2020

Call to Action

Let us get to know your business to determine which products will work best for your unique needs.

Contact Us

©2024 Spokane Computer Inc. - All Rights Reserved  legal Website Design by [Rainmaker]