Home
Products
About Us
   News
Contact
 

Treqso Website Release Notes

★ Look for 30 important changes.

Treqso Website 1.23.0

New Items

  • In generic reporting users were able to add columns, sorting, and grouping fields from the available list one field at a time. This ability has been enhanced so that multiple fields can be selected at once. - Release Date: 10/12/2021
    • Customer
  • Added Status field to Update Customers from External Text File page. - Release Date: 7/29/2021
  • ★ Added a Rules Maintenance area so that users can set selected fields to be required for a customer. The required fields can be specified by Customer Type. Rules will be checked when customers are added/updated through "Customer Maintenance" or "Update Customers from External Text File" pages. - Release Date: 7/9/2021
  • Added groupings to Customer custom codes. Each group of codes will have its own panel in Customer Maintenance. - Release Date: 6/25/2021
    • Inventory
  • Added Part Category and Sales Group selectivity fields to the Adjusted Stock Status Report. - Release Date: 9/24/2021
  • Added Is Inventory Item, Lot Required, Part Sub-Category, Part Group, and Sales Group selectivity fields to the Inventory Order Demand Report. - Release Date: 9/24/2021
  • The Primary Supplier ID field has been added to the Adjusted Stock Status, and Order Demand reports as selectivity. The Primary Supplier Name field has been added to the Adjusted Stock Status, Suggested Order and Order Demand reports as selectivity. - Release Date: 8/20/2021
  • The Default Price 1-5 fields have been added to Part Inventory generic reports. - Release Date: 7/30/2021
    • Labor
  • Users will now be required to confirm updating a time card in Labor Time Card Maintenance if it has already been merged to an order. This confirmation is to ensure the user knows that the order will not be updated. - Release Date: 7/29/2021
  • The Work Date selectivity on the Labor Time Clock Listing report was changed in a previous version to include the Time portion of a clocking (now called Work Date/Time). Some users preferred it to only have the date portion so we have added an additional selectivity field for the original Work Date . - Release Date: 7/19/2021
  • Added groupings to Employee custom codes. Each group of codes will have its own panel in Employee Maintenance. - Release Date: 6/25/2021
    • Manufacturing
  • Added groupings to Manufacturing custom codes. Each group of codes will have its own panel in Manufacturing Order Maintenance. - Release Date: 6/25/2021
    • Part
  • A Primary Supplier Name field has been added to views in Part Maintenance. - Release Date: 7/30/2021
  • When a supplier's base currency differs from the system's default currency, the List Price & Cost Methods (List Price Markdown and Amount) in Part Supplier Maintenance are to be set in the supplier's currency. These values will be converted to the system's default currency when setting the Actual Cost on the detail of a purchase order. However, a new Purchase Order Detail field has been added called Foreign Actual Cost (hidden from the website) that will store the Actual Cost in the supplier's base currency. - Release Date: 7/28/2021
  • ★ Added a Rules Maintenance area so that users can set selected fields to be required on a Part Master record. The required fields can be specified by Product Code. Rules will be checked when a part is added/updated through "Part Maintenance" or "Update Parts from External Text File" pages. - Release Date: 7/26/2021
  • Added groupings to Part & Product Code custom codes. Each group of codes will have its own panel in Part & Product Code Maintenance. - Release Date: 6/25/2021
    • Purchase Order
  • ★ Added a Rules Maintenance area so that users can set selected fields to be required on a purchase order. The required fields can be specified by Order Type. Rules will be checked when purchase orders are added, updated, printed, and closed through "Purchase Order Maintenance". The rules will also apply to closing orders in "Purchase Order Receiving" and in the "Print Purchase Orders" page. - Release Date: 7/16/2021
  • Added groupings to Purchase Order custom codes. Each group of codes will have its own panel in Purchase Order Maintenance. - Release Date: 6/28/2021
    • Quote
  • ★ Added a Rules Maintenance area so that users can set selected fields to be required on a Quote. The required fields can be specified by Quote Type. Rules will be checked when a quote is added/updated through "Quote Maintenance" page. - Release Date: 7/26/2021
  • Added groupings to Quote custom codes. Each group of codes will have its own panel in Quote Maintenance. - Release Date: 6/28/2021
    • Receivables
  • In the Sales Analysis reports, all customer related fields have been renamed to indicate that they reference the bill-to customer. Matching sold-to customer fields have been added. A customer type field has additionally been added for each customer. - Release Date: 7/30/2021
    • Sales Order
  • Added Last Detail Reduced Date and Last Labor Issue Date to Sales Order Master generic reports. - Release Date: 10/12/2021
  • Added Serial Number to the generic Sales Order Analysis reports. - Release Date: 9/30/2021
  • Added Sales Rep. field to Sales Order Analysis generic reports. - Release Date: 9/23/2021
  • Sales Order Parameter Maintenance has a new setting to eliminate the warning message that appears when a job is closed and there is no labor merged to it. This setting will be turned on by default. - Release Date: 9/12/2021
  • Added Part Type field to Sales Order Batch Processing selectivity. - Release Date: 8/24/2021
  • Added Bill-To Customer Category field to the Sales Order Analysis generic reporting. - Release Date: 8/3/2021
  • ★ Added a Rules Maintenance area so that users can set selected fields to be required on a sales order. The required fields can be specified by Order Type. Rules will be checked when sales orders are added, updated, printed, finalized, and closed through Sales Order Maintenance. The rules will also apply to closing orders in "Sales Order Batch Processing" and "Close Multiple Sales Orders To One Invoice" pages; and in the "Print Sales Orders" page. - Release Date: 7/9/2021
  • Added groupings to Sales Order custom codes. Each group of codes will have its own panel in Sales Order Maintenance. - Release Date: 6/28/2021
    • Supplier
  • Added Part Status field to Part Suppliers generic reports. - Release Date: 8/19/2021
  • Added Status field to Update Suppliers from External Text File page. - Release Date: 7/29/2021
  • Added a Base Currency Country field to Supplier Maintenance to designate when that the List Price & Cost Methods (List Price Markdown and Amount) are to be defined in the supplier's own currency. This field only applies when currency conversion is enabled in System Parameter Maintenance. - Release Date: 7/28/2021
  • ★ Added a Rules Maintenance area so that users can setup fields to be required in suppliers. The required fields can be distinguished by Supplier Category. Rules will be checked when suppliers are added/updated through Supplier Maintenance or the Import Suppliers from External Text File pages. - Release Date: 7/9/2021
  • Added groupings to Supplier custom codes. Each group of codes will have its own panel in Supplier Maintenance. - Release Date: 6/25/2021
    • System
  • Added ability to use plain text comments over HTML comments. A new setting in System Parameter Maintenance will allow this change and will be turned on be default. The setting applies to all Comments areas (Customer, Quote, Sales Order, Purchase Order, Vehicle, etc.) It will also apply to the Part - Full Description and Quote/Sales Order Detail - Description fields. - Release Date: 9/12/2021
    • Vehicle
  • ★ Added a Rules Maintenance area so that users can set selected fields to be required on a vehicle record. The required fields can be specified by Pool Type (but only if you choose to validate that field). Rules will be checked when vehicles are added/updated through "Vehicle Maintenance" or "Import Vehicles from External Text File" pages. - Release Date: 7/26/2021
  • Added groupings to Vehicle non-protected attributes. Each group of codes will have its own panel in Vehicle Maintenance. - Release Date: 6/28/2021

Fixed Items

  • The following pages were changed to create Event Log records: * Part - Update Part From External Text File * Part - Update Part Supplier From External Text File * Part - Update Part Warehouse From External Text File * Accounting - Other - Import GL Transactions From External Text File * Vehicle - Update Vehicles From External Text File * Supplier - Update Suppliers From External Text File * Customer - Update Customer From External Text File - Release Date: 7/14/2021
    • Accounting
  • When validating Account Balance Master records being inserted/updated, removed check if Subsidiary Master exists if Account Master had Verify Subsidiary set. This fixes a problem in Accounting Year End Closing creating next year beginning balance records for accounts with SubsidiaryID='0'. - Release Date: 1/5/2022
    • Admin
  • The Suppress Empty Reports option in Package Distribution Maintenance was not working. This has been corrected, but only for generic reports. This option will not work for our Standard reports. - Release Date: 10/1/2021
    • Customer
  • In Customer Maintenance, when you use the [Customer Hold Options] button to set/clear customer holds, those changes will now be tracked in the Event Log. - Release Date: 7/14/2021
    • Inventory
  • Changed Warehouse Transfer Maintenance so the old [Close Order] button is now [Cancel Order] and insure there are no warehouse transfer detail items with Open transfer status before marking the transfer order as closed. - Release Date: 10/1/2021
  • The Inventory Suggested Reorder Report was showing duplicate records. - Release Date: 9/22/2021
  • The Suggested Order Report was not able to be run. - Release Date: 8/20/2021
  • In Warehouse Transfer Maintenance, a problem was fixed when completing a transfer using either "Close" or "Direct" action where the transferred inventory will no longer be committed to the Transfer Order ID. - Release Date: 7/7/2021
    • Labor
  • The Work Code header in the grid of the Labor Estimates page was not using the Labor Work Code Prompt. - Release Date: 10/7/2021
  • When adding or updating OJ punches in Time Clock Maintenance, OJ punches must immediately follow an IJ punch and be within 12 hours in order to be updated or added. - Release Date: 9/24/2021
  • In Labor Time Card Maintenance, the label that indicated if a time card was merged to an order would not appear if the Use Labor Closing parameter was turned off in Labor Parameter Maintenance. - Release Date: 7/29/2021
  • The last day of the Clock Date selectivity was not being included in the grid results for Time Clock & Time Card Maintenance. - Release Date: 7/20/2021
  • Changing the Report Type in the Labor Efficiency Report would have no effect if a Saved Setting was being used. - Release Date: 6/29/2021
    • Part
  • If a fixed amount was entered for a formula in the Custom Fields area of Part Standard Codes Maintenance, it would not calculate correctly in Part Branch or Quote Detail Maintenance. - Release Date: 9/14/2021
    • Payables
  • The Payment Status Description field in Payables Payments generic reports was causing various issues. - Release Date: 10/12/2021
  • Several fixes were made to Quick Invoice/Payment including: * The current year and month will now show in the page title from the outset. * When adding a new invoice to pay, the default expense amount and default payment amount were not always computed correctly. * When adding a new invoice item for a supplier with payment terms that have a discount, compute the default expense amount based on remaining amount to pay and the payment rate (i.e. 1.0 minus discount rate). * When a user cancels the current pending payment, this payment will now be deleted from the Payables Pending Payment table. * When a user clicks [Add Payment] and the pending payment already exists, then show it and allow user to continue adding invoices to pay for this Payment Reference. * Added a "Delete" option to the Pending Payments grid so the user can fix existing pending payments. - Release Date: 10/8/2021
  • The "Merge Recurring Payables Transactions" page will now get the Transaction Year and Transaction Month from the Payables Parameter Current Year and Current Month in preference to the GL Parameter settings. - Release Date: 9/7/2021
  • In both "Create Payments" and "Payables Status Update", invoices from different suppliers would be grouped under one supplier if the suppliers all had the exact same name. - Release Date: 8/31/2021
  • The Supplier's Last Payment/Purchase Dates were not being updated in various payables pages if those dates had not yet been set. - Release Date: 8/10/2021
  • The Discount Remaining field in Payable Aging reports were including any discount where the Aging Date was less than the Discount Date but excluding the Discount Date itself. - Release Date: 7/30/2021
  • In Finalize Payables Payments, a problem was fixed where the Paid Year and Paid Month should be the selected Transaction Year and Transaction Month and NOT the Payables Parameter Current Year and Current Month. - Release Date: 7/14/2021
  • Payables Reverse Payments fixed a problem where the Payables Transaction Paid Year and Paid Month should be cleared when reversing the payment (i.e. when re-opening the payables transaction record). - Release Date: 7/14/2021
  • Create Payables Payments was fixed so you can now set Default Saved Settings by clicking the green checkmark icon. - Release Date: 7/13/2021
  • Payables Cash Requirements Report was fixed to allow you to set Default Saved Settings. - Release Date: 7/13/2021
  • A problem was fixed in the Payables Pending Payments Report where the count of Suppliers Paid was incorrect. The prompt for this was also changed from "Total Suppliers:" to "Suppliers Paid:" for clarity. - Release Date: 7/12/2021
  • Changing the Report Type in the Cash Requirements & Reconciliation/Aging Reports would have no effect if a Saved Setting was being used. - Release Date: 6/29/2021
  • The Sort By option was not being respected in the pending payments grid or report in Create Payables Payments. - Release Date: 6/29/2021
    • Purchase Order
  • In Adjust Receipts, when an actual quantity is adjusted to be less than that of the receipt, it was creating a transaction of type "Purchase Order Added Inventory" rather than "Purchase Order Reduced Inventory". - Release Date: 11/11/2021
  • In Purchase Orders - Adjust Receipts, when adjusting costs and Sales Order Detail is adjusted and creating GL Transactions for Reduced/Closed Sales Order Detail, then use the Sales Order Detail Cost of Goods Sold (COGS) Account instead of the COGS account associated with the part being adjusted. - Release Date: 9/3/2021
  • The popup window in Purchase Order Maintenance that allows users to delete multiple detail was reporting to the event logs as a Quote action. - Release Date: 8/10/2021
  • The Profit & Cost Center drop-downs in Purchase Order Detail Maintenance were not being set for a new part if a user didn't have the Modify Accounting permission turned on. - Release Date: 7/29/2021
  • The screen would jump to the top of the screen in Purchase Order Receiving when the Edit button was clicked for detail items, which would cause the popup window to appear out of view. - Release Date: 7/19/2021
    • Quote
  • The Add Title option on Model Sequences would not work for Always Add and some Pick One/Many sequences. - Release Date: 9/28/2021
  • The Update function would fail when Kit Components were on the quote. - Release Date: 9/28/2021
  • In the Quote menu, the "Goto" option has been fixed so pressing [Enter] at the Revision will get the Quote + Revision (the same way the [Enter] key works on the Quote field). - Release Date: 9/17/2021
  • The detail item that was selected to Move in Quote Maintenance was not being pre-selected in the dialog window. Also the sequence number for each item selected should be incremented by 10, not all be the same. - Release Date: 9/8/2021
  • Loading the Update Order window (when updating multiple sales orders) in Quote Maintenance would fail if the P.O. Required field was turned on for the quote's customer. - Release Date: 8/6/2021
  • All Models were being added to quotes as Fixed Price models regardless of their setting. This in turn prevented users from adding additional parts to that model after it was initially added to the quote. - Release Date: 6/29/2021
    • Receivables
  • The Add New Transaction button was not working in Other Transaction Maintenance. - Release Date: 10/14/2021
  • The Statement Message on the Credit Manager Inquiry forms would sometimes be incorrect due to the fact that the form was not looking at the Aging Date consistently. - Release Date: 9/14/2021
  • Receivables Payment Maintenance was fixed so the Customer ID, Payment Reference Number, and Payment Date fields will correctly get disabled once the customer payment has been added. This will prevent the user from making any changes that would break the relationship between the Customer Payment and its related Receivables Transaction records. - Release Date: 8/17/2021
  • Receivables Payment Maintenance has been fixed so if you change either the Debit Account or Credit Account fields that the related Receivables Transaction payment records will be updated to match. Additionally, when you use the pencil icon to view/modify a receivables payment detail record, the Receivables Account Number and Balancing Account Number will now both be read-only fields. This will prevent the user from getting the customer payment account numbers out of sync with its associated receivable transactions records. - Release Date: 8/17/2021
  • Changing the Report Type in the Credit Manager's Report would have no effect if a Saved Setting was being used. - Release Date: 6/29/2021
    • Sales Order
  • The VIN field in the Sales Order Action report was empty if a vehicle was associated with the sales order. - Release Date: 10/7/2021
  • The Work Code header in the Labor Estimates grid of Sales Order Maintenance was not using the Labor Work Code Prompt. - Release Date: 10/7/2021
  • The Sales Order Re-Open routine has been fixed to correctly delete the Receivables Transaction records for "Is Deposit" order payments and to delete any GL Transaction records for those payments. - Release Date: 9/29/2021
  • If a fixed amount was entered for a formula in Price Type Maintenance, it would not calculate correctly in Sales Order Detail Maintenance. - Release Date: 9/14/2021
  • The price in the Phases tab of Sales Order Maintenance was rounding all detail to zero decimal places before it was being summarized. Giving the user an inaccurate price. - Release Date: 8/25/2021
  • The tax total in Sales Order Maintenance was not showing the correct value when using Vertex integration. - Release Date: 8/24/2021
  • Sales Order Maintenance and Sales Order Quick Entry will now both check to set/clear order holds when you change the Bill-To Customer. - Release Date: 8/18/2021
  • The popup window in Sales Order Maintenance that allows users to delete multiple detail was reporting to the event logs as a Quote action. - Release Date: 8/10/2021
  • Several problems were fixed printing sales order invoices: (1) When printing a Sales Order Invoice, the Invoice ID, Invoice Date, and Due Date fields will be set BEFORE printing the invoice – so that those fields can be printed on the Invoice form. (2) When printing a Sales Order Invoice, the Invoice Printed flag will now be set AFTER printing the invoice – so that the “Reprint” watermark will not print when printing the invoice for the first time. (3) The Sales Order "Finalize" option will no longer set the "Invoice Printed" and "Invoice ID" values – so finalizing will now ONLY set the Finalized Date. - Release Date: 7/26/2021
  • In Sales Order Detail Maintenance, an error message will now show if you try to change Warehouse ID or Serial Number or Lot for a detail item that has committed inventory. You will need to de-commit the inventory before you can change any of those fields since they all affect which inventory gets committed / decommitted / reduced. - Release Date: 7/8/2021
  • Changing the Report Type in the Action Report would have no effect if a Saved Setting was being used. - Release Date: 6/29/2021
  • The detail grid in the Sales Order Maintenance Copy window would sometimes lose focus when a line was checked. - Release Date: 6/28/2021
    • Supplier
  • Any Suppliers generic report that included the Year-to-Date Purchases, Payments, Discounts, or Discount Lost fields would throw an error. - Release Date: 8/20/2021
    • System
  • Permissions for the Part Alias Report were missing in Security Group Maintenance. - Release Date: 8/12/2021
  • Adding a new country in Country/State Maintenance would fail if Enable Currency Conversion setting was turned off. - Release Date: 8/10/2021

Changes

  • ★ All inquiry pages that have both a [Show Report] and [Distribute Report] option have been changed due to a third-party web page control, used for the [Show Report] option, no longer working. [Show Report] option will now display the report directly on the page instead of using the third-party web page control. [Distribute Report] option has been renamed to [Generate Report] while keeping the same function. Pages implementing these changes are as follows: * Accounting - Check Register * G/L Transaction Balance Inquiry * Labor Barcode Sheet * Labor In-Job Inquiry * Labor Standard Hours vs. Actual Hours * Labor Time Clock Inquiry * Payables Status Inquiry * Purchase Order Status Inquiry * Receivables Invoice Inquiry - Release Date: 11/8/2021
    • Accounting
  • GL Transaction Maintenance now includes a [Delete Transaction] button to allow you to delete the entire GL Transaction. - Release Date: 9/29/2021
    • Customer
  • ★ The Customer - New Record Layouts page has been redesigned to allow you to set which fields should have a "Tab Stop" (i.e. be prompted for when adding a new customer) and a Default Value. Note that fields where a default value is not appropriate or the field default value is determined by related data will not be allowed to set a default value. - Release Date: 8/31/2021
  • ★ The Customer - Add Customer option will now use the Customer Maintenance page to add the new customer (instead of using a separate "Customer New Record" page). The redesigned New Record Layout ability to set Tab Stop and Default value for fields is now supported when adding a new customer. - Release Date: 8/31/2021
  • Fields can now be changed for protected comment types in Comment & Contact Comment Type Maintenance. - Release Date: 8/5/2021
    • Inventory
  • The Update Part Supplier Cost From Master field in Inventory Parameter Maintenance has been changed to reflect an additional update method. The field is now referred to as the Auto-Update Part Cost Method. The options are to 1) perform no update 2) update the default supplier from the default branch cost or 3) update the default branch from the supplier. - Release Date: 7/7/2021
    • Labor
  • Labor Employee Maintenance has been changed to remove the last clock punch detail from the "Finder" grid and show it on the main form for each employee. - Release Date: 9/21/2021
  • The Merge Labor to Sales Orders page will no longer iterate through manufacturing orders, which gave the appearance of skipping time cards. - Release Date: 6/29/2021
    • Manufacturing
  • Fields can now be changed for protected comment types in Manufacturing Comment Type Maintenance. - Release Date: 8/5/2021
  • Users will now be warned if no time cards exist when building an order in Manufacturing Order Maintenance. This only applies if the "Use Actual Labor on Mfg. Orders" parameter is turned on in Manufacturing Parameters. - Release Date: 6/29/2021
    • Part
  • In Part Maintenance under the Quoting Templates tab, the "Is Component?" checkbox will now be automatically checked if the part type is K (Kit) when adding a sequence. - Release Date: 9/30/2021
  • ★ The Part - New Record Layouts page has been redesigned to allow you to set which fields should have a "Tab Stop" (i.e. be prompted for when adding a new Part) and a Default Value. Note that fields where a default value is not appropriate or the field default value is determined by related data will not be allowed to set a default value. - Release Date: 8/31/2021
  • ★ The Part - Add Part option will now use the Part Maintenance page to add the new Part (instead of using a separate "Part New Record" page). The redesigned New Record Layout ability to set Tab Stop and Default value for fields is now supported when adding a new Part. - Release Date: 8/31/2021
  • Fields can now be changed for protected comment types in Part Comment Type Maintenance. - Release Date: 8/5/2021
    • Payables
  • Payables - Invoice Maintenance changed so if you enter a Purchase Order ID, the Account Group Purchases Account will only be used if there is an existing purchase order for this supplier; otherwise, the supplier's default expense account will be used as it was in the past. - Release Date: 10/19/2021
  • Payables - Invoice Maintenance was changed so the Selectivity section on the Finder screen now includes a checkbox named "Show unpaid invoices only". If checked then only unpaid invoices will be displayed when you click [Refresh]. - Release Date: 10/13/2021
  • Added a Created By field to display the full name of the user who created the selected PO. - Release Date: 9/23/2021
  • The Status Inquiry, Cash Requirements, Reconciliation/Aging, and Accounting Reconciliation reports have been altered so they export to CSV and Excel more adequately. - Release Date: 8/20/2021
  • Payables Quick Invoice/Payment now supports adding and paying multi-line invoices. You can keep specifying line items until the Total Payment Amount of Invoice line numbers entered equals the Supplier Payment Amount. - Release Date: 7/14/2021
  • In Payables Quick Invoice/Payment entry, when the Total Payment Amount equals the Supplier Payment Amount, you can now enter another supplier payment by pressing the [New Invoice/Payment] button that appears when the supplier payment is finished. - Release Date: 7/14/2021
  • In Payables Quick Invoice/Payment, a grid of Pending Payments will display after each invoice payment entry. This will allow you easily see what pending supplier invoice/payments you have entered for the current batch. - Release Date: 7/14/2021
  • The View/Cancel Pending Payments page will now show the Supplier Name in the grid. - Release Date: 7/12/2021
  • The View/Cancel Pending Payments page now includes a button to allow printing the Pending Payments Report. - Release Date: 7/12/2021
    • Purchase Order
  • Purchase Order Batch Processing was changed to support specifying a default saved selections setting. - Release Date: 9/20/2021
  • ★ The Purchase Order - New Record Layouts page has been redesigned to allow you to set which fields should have a "Tab Stop" (i.e. be prompted for when adding a new Purchase Order) and a Default Value. Note that fields where a default value is not appropriate or the field default value is determined by related data will not be allowed to set a default value. - Release Date: 8/31/2021
  • ★ The Purchase Order - Add Purchase Order option will now use the Purchase Order Maintenance page to add the new Purchase Order (instead of using a separate "Purchase Order New Record" page). The redesigned New Record Layout ability to set Tab Stop and Default value for fields is now supported when adding a new Purchase Order. - Release Date: 8/31/2021
  • Fields can now be changed for protected comment types in Purchase Order Comment Type Maintenance. - Release Date: 8/5/2021
    • Quote
  • ★ The Quote - New Record Layouts page has been redesigned to allow you to set which fields should have a "Tab Stop" (i.e. be prompted for when adding a new Quote) and a Default Value. Note that fields where a default value is not appropriate or the field default value is determined by related data will not be allowed to set a default value. - Release Date: 8/31/2021
  • ★ The Quote - Add Quote option will now use the Quote Maintenance page to add the new quote (instead of using a separate "Quote New Record" page). The redesigned New Record Layout ability to set Tab Stop and Default value for fields is now supported when adding a new quote. - Release Date: 8/31/2021
  • Fields can now be changed for protected comment types in Mode, Quote, and Quote Detail Comment Type Maintenance. - Release Date: 8/5/2021
  • Fixed Model Pricing in Model/Quote Maintenance no longer requires the Advanced Quoting license feature. - Release Date: 8/5/2021
  • The Update feature in Quote Maintenance has an option to update Part Descriptions. This option will now update quote detail with the Full Description of the part rather than the Part Description. This matches what occurs when the part is first added to the quote. - Release Date: 6/23/2021
    • Receivables
  • Fields can now be changed for protected comment types in Receivables Comment Type Maintenance. - Release Date: 8/5/2021
    • Sales Order
  • Sales Order Detail Maintenance was changed so If the user has SalesOrderReopen permission they can update any enabled fields on a closed sales order (e.g. Phase or Sequence Number). This will helpful if Sales Order Status Reports do not match up Sales Order Detail with Sales Order Estimates and the detail Phase or Sequence number needs to be changed to match the estimate. - Release Date: 10/12/2021
  • In Sales Order Maintenance on the "Sales Estimates" tab, Sales Order Estimate Maintenance was changed so If the user has SalesOrderReopen permission they can update any enabled estimate fields on a closed sales order (e.g. Phase or Sequence Number). This will helpful if Sales Order Status Reports do not match up Sales Order Detail with Sales Order Estimates where the estimate Phase or Sequence number needs to be changed to match the sales order detail. - Release Date: 10/12/2021
  • In Sales Order Maintenance, the Reduce and Un-Reduce toolbar options will now use the Sales Order Batch Processing methods to reduce and un-reduce so that the operation will not timeout if there are many line items being processed. Because of this, the status messages will now show detail messages instead of just showing the number of line items reduced/un-reduced. - Release Date: 9/22/2021
  • The Sales Order Action Report was modified to rearrange how the Recommended Action gets set so "Wait on B.O." shows in preference to "Commit". This modifies the case where a sales order detail item was partially committed and partially backordered and the backorder was attached to a Purchase Order. - Release Date: 9/20/2021
  • Sales Order Batch Processing was changed to support specifying a default saved selections setting. - Release Date: 9/20/2021
  • In Sales Order Maintenance and Sales Order Quick Entry, if the Sales Order Parameter Customer Credit Check Option includes Sales Orders then when performing credit limit checking, any deposit payments for open sales orders for this customer will now be included in the customer balance credit check amount. - Release Date: 9/14/2021
  • The default button when adding a new sales order / job order will now be the [Add and Continue] button - which will add the sales order and continue directly to the Sales Order Detail Maintenance page to add a new order detail line. - Release Date: 8/31/2021
  • ★ The Sales Order New Record Layouts page and Job Order New Record Layouts page have been redesigned to allow you to set which fields should have a "Tab Stop" (i.e. be prompted for when adding a new Sales Order or Job Order) and a Default Value. Note that fields where a default value is not appropriate or the field default value is determined by related data will not be allowed to set a default value. - Release Date: 8/31/2021
  • ★ The Sales Order - Add Sales Order option will now use the Sales Order Maintenance page to add the new Sales Order (instead of using a separate "Sales Order New Record" page). The redesigned New Record Layout ability to set Tab Stop and Default value for fields is now supported when adding a new Sales Order. - Release Date: 8/31/2021
  • Order Taker is now an editable field in Sales Order Maintenance. - Release Date: 8/19/2021
  • When copying a sales order, all Phase records and Labor Estimates will be copied now rather than just those that apply to the detail. - Release Date: 8/12/2021
  • Fields can now be changed for protected comment types in Sales Order Comment Type Maintenance. - Release Date: 8/5/2021
  • ★ Sales Order Detail Maintenance was changed to "temporarily" remove a change made in the previous TREQSO release that required the Inventory Account to have an Account Class that matched the "Is Inventory Item" setting for the part. This was done because some companies incorrectly have set their DEFAULT PART to be flagged as "Is Inventory Item". IMPORTANT NOTE: A future release of TREQSO will likely enforce the Account Class setting as "IN" for inventoried parts or not "IN" for unknown/non-inventoried parts. Companies should prepare their data to handle this future change. Contact Spokane Computer Customer Support to arrange to fix your DEFAULT PART (and other non-inventory items that might use an Account Class of "IN") to prepare for this eventual change. - Release Date: 7/15/2021
    • Supplier
  • ★ The Supplier - New Record Layouts page has been redesigned to allow you to set which fields should have a "Tab Stop" (i.e. be prompted for when adding a new Supplier) and a Default Value. Note that fields where a default value is not appropriate or the field default value is determined by related data will not be allowed to set a default value. - Release Date: 8/31/2021
  • ★ The Supplier - Add Supplier option will now use the Supplier Maintenance page to add the new Supplier (instead of using a separate "Supplier New Record" page). The redesigned New Record Layout ability to set Tab Stop and Default value for fields is now supported when adding a new Supplier. - Release Date: 8/31/2021
  • Fields can now be changed for protected comment types in Supplier & Contact Comment Type Maintenance. - Release Date: 8/5/2021
    • System
  • The Price Type Maintenance page will only show active price types in the finder by default. - Release Date: 9/8/2021
    • Vehicle
  • The Model Name in vehicles has been extended from 20 to 40 characters. - Release Date: 9/30/2021
  • ★ The Vehicle - New Record Layouts page has been redesigned to allow you to set which fields should have a "Tab Stop" (i.e. be prompted for when adding a new Vehicle) and a Default Value. Note that fields where a default value is not appropriate or the field default value is determined by related data will not be allowed to set a default value. - Release Date: 8/31/2021
  • ★ The Vehicle - Add Vehicle option will now use the Vehicle Maintenance page to add the new Vehicle (instead of using a separate "Vehicle New Record" page). The redesigned New Record Layout ability to set Tab Stop and Default value for fields is now supported when adding a new Vehicle. - Release Date: 8/31/2021
  • Fields can now be changed for protected comment types in Vehicle Comment Type Maintenance. - Release Date: 8/5/2021

Obsolete

    Customer
  • ★ The Require Value option in New Record Layouts has been removed. The same functionality can been setup in the new Rules Maintenance area. - Release Date: 7/9/2021
    • Part
  • ★ The Require Value option in New Record Layouts has been removed. The same functionality can been setup in the new Rules Maintenance area. - Release Date: 7/26/2021
  • The Standard Cost field has been removed from Part Maintenance. This field was meant to match the Standard Cost on the branch record and therefore was not needed. - Release Date: 7/7/2021
    • Purchase Order
  • ★ The Require Value option in New Record Layouts has been removed. The same functionality can been setup in the new Rules Maintenance area. - Release Date: 7/16/2021
    • Quote
  • ★ The Require Value option in New Record Layouts has been removed. The same functionality can been setup in the new Rules Maintenance area. - Release Date: 7/26/2021
    • Sales Order
  • ★ The Require Value option in New Record Layouts has been removed. The same functionality can been setup in the new Rules Maintenance area. - Release Date: 7/9/2021
    • Supplier
  • ★ The Require Value option in New Record Layouts has been removed. The same functionality can been setup in the new Rules Maintenance area. - Release Date: 7/9/2021
    • Vehicle
  • ★ The Require Value option in New Record Layouts has been removed. The same functionality can been setup in the new Rules Maintenance area. - Release Date: 7/26/2021

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]