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Treqso Website Release Notes

Treqso Website 1.21.0

New Items

    Admin
  • Added package name to list of tasks in Sequence Maintenance. - Release Date: 2/3/2021
    • Payables
  • In Payables Parameters, you can now set both a Discount Profit Center and/or a Discount Cost Center. If non-zero, these values will be used when posting supplier payment discounts taken to the general ledger. Otherwise, the discounts will continue to be posted using the Profit Center and Cost Center values from the Payables Invoice transaction. - Release Date: 1/26/2021
    • Quote
  • Kits will now utilize the Use Fixed Pricing setting when added to a quote. - Release Date: 1/27/2021
  • Added add/modify & delete permissions for quote titles. - Release Date: 1/22/2021
    • Sales Order
  • Added Description fields for Part Group, Sales Group, and Part Categories in Sales Orders generic reports. - Release Date: 2/19/2021
  • Added permission to Security Group Maintenance for Job Order New Record Layouts page. - Release Date: 2/18/2021
  • Added add/modify & delete permissions for sales order phases, estimates, and pricing rules. - Release Date: 1/22/2021

Fixed Items

  • Voiding an order in Sales Order Maintenance would lead to an error if you were looking at a list of open orders and tried to navigate to another record after the order was voided. - Release Date: 2/12/2021
    • Admin
  • The Continue On Error item in sequence tasks was not working correctly. - Release Date: 2/3/2021
    • Part
  • In "Update Parts from External Text File", fixed so if adding a Part Category record then also add the Part Sub-Category record for the blank/empty Part Sub-Category. - Release Date: 2/19/2021
  • In Part Standard Codes Maintenance, when adding a new Labor Type, a new "Default Rate" field will display so the Labor Type Detail record can be added for default Branch 0 for that labor rate. - Release Date: 2/19/2021
    • Payables
  • Create Payables from Receipts was fixed to stop posting if creating the Payables Transaction for the Invoice Amount failed. This will prevent creating the Freight/Tax/Charges records if the main payables invoice could not be created. - Release Date: 2/17/2021
  • In Create Payables From Receipts, the Verify Subsidiary flag is now handled for the Payables Transaction as well as for the related GL Transactions. This will prevent a problem where the Payables Transaction was created but the GL Transaction postings were not created due to Subsidiary ID validation issues. - Release Date: 2/3/2021
  • In Finalize Payables Payments, all transactions to finalize each supplier payment are now handled on an "all or nothing" basis. This will prevent a problem where the Payables Payment was created but the GL Transaction postings were not created due to Subsidiary ID validation or other validation issues. - Release Date: 2/3/2021
  • The Supplier History generic report was based off of history data that was not always being updated correctly as payables transactions were created/modified. This history has now been removed and all history will be generated on-the-fly. - Release Date: 1/29/2021
    • Purchase Order
  • Purchase Order to Payables Reconciliation was changed to show the Purchase Order Detail Inventory Account on the detail grid instead of showing the Part Master Account Group Inventory Account. (This change was originally made in TREQSO 1.22 and retro added to TREQSO 1.21 Release.) - Release Date: 3/4/2021
  • Purchase Order Receiving fixed a problem where you could not receive an unknown part if you changed the Unit Of Measure for that part on the purchase order. You should be able to receive an unknown part with any valid UOM. (This change was originally made in TREQSO 1.22 and retro added to TREQSO 1.21 Release.) - Release Date: 3/3/2021
  • The Purchase Orders, Purchase Order Receiving, and Backorders generic reports were not displaying the correct supplier name when the purchase order was using a misc. supplier. - Release Date: 3/2/2021
  • Purchase Order Detail Maintenance was fixed to respect Accounting fields specified when adding a detail record. Also, the Profit Center Number and Cost Center Number will now show the correct default values when adding a new PO detail record. Note that we do NOT recommend that users enter the Inventory Account when adding a new PO Detail record since the Inventory Account will be updated when the PO detail is received if the account is still zero. - Release Date: 2/9/2021
  • The "Print Purchase Orders" page has been fixed so selected Comment Type will print. - Release Date: 2/2/2021
  • Purchase Order Automatic Reordering will now hide the [Order All] and [Order Selected] buttons once you have selected one of those buttons to create purchase orders. That will prevent you from accidentally ordering the parts twice. - Release Date: 1/26/2021
    • Quote
  • Fixed Quote Maintenance Totals panel so Special Charge Total is added to Grand Total along with Sales Tax Total and fix so sales tax is computed net of any discount amount. - Release Date: 2/12/2021
  • When copying a quote to one or more new quotes, a "progress control" has been added to show the progress of the copy operation. When copying a quote to a large number of new quotes, this prevents the page from getting a timeout error. - Release Date: 2/8/2021
  • Changing the UOM on a detail line in Quote Maintenance was not updating the List Price correctly. - Release Date: 1/28/2021
  • New added models in Quote Maintenance were always being priced as fixed models regardless of the model setting. - Release Date: 1/27/2021
    • Receivables
  • A problem was fixed in Receivables - Post Receivables Transactions where it was not correctly computing the unapplied amount for order payments flagged as "Is Deposit". (This change was originally made in TREQSO 1.22 and retro added to TREQSO 1.21 Release.) - Release Date: 3/3/2021
  • A problem was fixed in Receivables posting where it would incorrect skip any payment that had a discount applied. This routine now correctly handles discounts when checking for unapplied payments. - Release Date: 1/29/2021
    • Sales Order
  • When closing a Sales Order that has an "Is Deposit" sales order payment, the Receivables Transaction was getting created with the payment using the Sales Order Master Sold-To Customer ID as the Receivables Transaction Sold-To Customer ID and it should have used the Bill-To Customer ID. This is because for Receivables payment transactions the Sold-To Customer ID is the "Paid By" customer - which is the sales order Bill-To Customer ID. - Release Date: 3/8/2021
  • A problem was fixed copying a Sales Order where it incorrectly reported that the Sales Order Detail record already existed (because the detail Line Item was not getting incremented correctly). - Release Date: 2/22/2021
  • Sales Order Detail Maintenance fixed a problem where the Sales Order Model could not be changed. - Release Date: 2/17/2021
  • When copying a sales order to one or more new sales orders, a "progress control" has been added to show the progress of the copy operation. When copying a sales order to a large number of new sales orders, this prevents the page from getting a timeout error. - Release Date: 2/8/2021
  • In Sales Order Batch Processing, for the "Append to Existing Purchase Order for Unattached Backorders" option, the Supplier ID associated with the Part Branch for the sales order detail branch number will now be used instead of using Branch Number 0. - Release Date: 2/3/2021
    • Supplier
  • The Yearly Balances in Supplier Maintenance were not always being updated correctly as payables transactions were created/modified. This history has now been removed and all balances will be generated on-the-fly. - Release Date: 1/29/2021

Changes

  • Date controls that have a Minimum Date or Maximum Date value will now ignore those settings if an existing date is outside of the Min/Max range. A "bad date" icon will show in the out-of-range date but you will be allowed to continue. Note that if a record is updated with such a date outside of the valid range that the date will be changed to an empty (non-specified) value. - Release Date: 1/25/2021
    • Customer
  • The Default Country Code in Customer Parameters has been moved to the System Parameters page so that the setting can be used for the entire system. - Release Date: 1/22/2021
    • Part
  • In Part Maintenance, if Substitute Part Number or Replacement Part Number are specified then insure that the part exists. - Release Date: 2/19/2021
    • Payables
  • The Create Payables From Receipts page now uses Date Picker controls instead of Date Input controls. - Release Date: 2/11/2021
    • Purchase Order
  • In Purchase Order Adjust Receipts, the final message will now show the count of PO adjustments made so the user knows if no PO Receipts were selected to adjust. There will also be status messages when updating Part Master, Part Branch, and Part Supplier records so the user knows if the costs on those records were adjusted or not. - Release Date: 2/17/2021
  • In Purchase Order Batch Processing > "Create Purchase Orders for Unattached Backorders", when an unknown part is ordered and needs a Supplier ID, the user input popup window will now prompt for the Supplier ID that was previously selected instead of always showing the supplier Finder grid. You can then select that supplier or manually enter a different supplier or click the [Find Supplier] button to bring up the supplier Finder grid to find a supplier. - Release Date: 2/4/2021
    • Receivables
  • Modified the Credit Manager Inquiry page to reduce space in the header. Added tabs to reporting grids for increased readability. - Release Date: 2/17/2021
    • Sales Order
  • In Sales Order Batch Processing, when appending to an existing purchase order from unattached backorders, the Purchase Order Detail Order Detail Text will now ALWAYS get set from the Sales Order Detail Order Detail Text field. Previously, this only happened for unknown parts. - Release Date: 2/4/2021
  • In Sales Order Batch Processing > "Create Purchase Orders for Unattached Backorders", when an unknown part is ordered and needs a Supplier ID, the user input popup window will now prompt for the Supplier ID that was previously selected instead of always showing the supplier Finder grid. You can then select that supplier or manually enter a different supplier or click the [Find Supplier] button to bring up the supplier Finder grid to find a supplier. - Release Date: 2/4/2021
  • In Sales Order Detail Maintenance, when you add a detail item for an inventoried Part Number and enter a negative Order Quantity, a "Return to Inventory" checkbox will now appear (which will be checked by default). If you uncheck the "Return to Inventory' checkbox, then you must change the Inventory Account field to be a non-inventory account (i.e. Account Class cannot be "IN") - so that the part is expensed correctly. By the same token, if you are returning the part to inventory, then the Inventory Account must be an account with Account Class = "IN". - Release Date: 1/27/2021
    • Supplier
  • The Default Country Code in Supplier Parameters has been moved to the System Parameters page so that the setting can be used for the entire system. - Release Date: 1/22/2021

Obsolete

    Part
  • Removed concept of Labor Routing in part quoting templates. - Release Date: 1/22/2021
    • Quote
  • Removed concept of Labor Routing in model templates. - Release Date: 1/22/2021
  • The concepts of Sequence Pricing and Optional Fixed Models have been removed from Fixed Models. - Release Date: 1/22/2021

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