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Treqso Website Release Notes

★ Look for 38 important changes.

Treqso Website 1.24.0

New Items

  • ★ Date and/or time pickers are now available for generic selectivity. This can be found in various batch processing and reporting throughout TREQSO. - Release Date: 11/5/2021
  • ★ There are new "In List" and "Not In List" options when creating generic selectivity. This is meant to mimic users creating several "Equals" (or "Not Equals") options. All existing fields that have been saved using generic selectivity will be converted to these new options if there was more than one Equals or Not Equals for that field. This enhancement can be found in various batch processing and reporting throughout the system. - Release Date: 11/5/2021
    • Accounting
  • Added Create Date & Update Date fields to generic GL Transaction reports. - Release Date: 2/17/2022
  • Added ability to upload documents in G/L Transaction Maintenance. - Release Date: 2/2/2022
  • Added ability to upload documents in G/L Recurring Transaction Maintenance. These documents can also viewed in G/L Transaction Maintenance. - Release Date: 2/2/2022
  • Added a Comments field to Account Maintenance. - Release Date: 1/14/2022
  • ★ Users can now update multiple months at one time in the Account Balance Update page. - Release Date: 12/1/2021
  • ★ Users can now create their own Finder Views in G/L Transaction Maintenance. - Release Date: 10/20/2021
    • Admin
  • ★ Added ability to copy (i.e. synchronize) data from one company to one or more other companies. Syncing will copy data from the selected company to the other specified companies. In the Admin site, use Companies > Maintenance to select the Syncing Master company and then choose from a list of options to sync specific data. Once the desired options are selected, in the Admin site under Companies > Sync Companies, you can initiate the actual copying/syncing of the data. A list of the data being synced will be displayed. - Release Date: 1/31/2022
    • Customer
  • In Customer Maintenence, if Authorize.Net is enabled then a "Credit Card" tab will display where you can save/update Customer credit card info utilizing Authorize.Net Customer Profiles and Customer Payment Profiles. - Release Date: 6/15/2022
  • Added Default Address and Payment Terms as Required rule options in Customer Rules Maintenance. - Release Date: 2/15/2022
    • Inventory
  • ★ Pick Ticket processing has been implemented in the TREQSO Inventory module to allow material supervisors to create new Pick Tickets and assign material handlers to the Sales Order Detail or Mfg. Order Detail parts that should be picked to fill those orders. The material handlers will then Pick, Stage, Return, and Deliver parts to fill those orders. Pick Ticket processing also includes a Pick Ticket Mobile Maintenance page; designed to be used on an Android tablet (10 inch or larger). Please contact Spokane Computer Customer Support if you would like to consider implementing Pick Ticket processing. - Release Date: 3/22/2022
  • Added ability to upload documents in the Adjust/Expense Inventory page. These documents can also viewed in the Inventory Transaction Inquiry page. - Release Date: 2/18/2022
  • Added ability to upload documents in the Inventory Count Process page. - Release Date: 2/2/2022
  • Added ability to upload documents in Warehouse Transfer Maintenance. - Release Date: 2/2/2022
  • ★ Added a "Allow Negative Costs/Prices on Part Branch" field to Inventory Parameter Maintenance. This will be turned on for all existing customers. - Release Date: 12/22/2021
  • The Committed To field on the On-Hand, Committed, and Quarantine popup grids in Part Status Inquiry has been changed so that the Order ID is a hyperlink. This allows users to quickly navigate to that order's Maintenance page. - Release Date: 11/11/2021
    • Labor
  • ★ A new "Add Day Punches" page has been added; which allows users to add non-work timeclock punches (i.e. vacation, sick time, etc.) to multiple employees simultaneously. In Time Clock Maintenance, IT (In-Time) and OT (Out-Time) timeclock punches can be used to give a single employee other time (vacation, sick time, etc.). Custom Time Categories can be created under Standard Codes Maintenance to apply to these non-work timeclock punches. - Release Date: 10/29/2021
  • ★ Users can now create their own Finder Views in Employee Maintenance and Time Clock Maintenance and Time Card Maintenance. - Release Date: 10/21/2021
    • Manufacturing
  • The "Manufacturing Orders" generic report now has two new fields: "Component WIP Actual Cost Amount" and "Component WIP Landed Cost Amount". These fields show the difference between the Component Actual/Landed Cost Amount and the Component Completed Actual/Landed Cost Amount. This will allow you to print WIP cost amounts for Mfg. Orders that have an Order Quantity > 1 and and Completed Quantity. - Release Date: 7/11/2022
  • In Manufacturing Order Maintenance, for a completed order, you can now use the new "Disassemble Part" toolbar button to disassemble the Parent Part for the specified Mfg. Order. This disassembly option allows the disassemble process to use the costs that were originally reduced for the specified Mfg. Order when returning component parts to inventory; as well as using the correct Serial Numbers or Lot values from the order being disassembled. Note that the "Disassemble Make Part" page still exists; but can now only be used to disassemble a make part using that part's BOM components and labor routing. This is useful if you need to disassemble a Make part that was purchased from one of your suppliers. - Release Date: 2/28/2022
    • Part
  • Added Last List Price Date & Last On-Hand Date fields to the Branch window in Part Maintenance. These fields have also been added to Parts & Part Branches generic reports. - Release Date: 11/23/2021
  • Added Default Regular Cost Field to Update Parts from External Text File. - Release Date: 11/1/2021
  • ★ A new "Mass Delete Parts" page has been added in the Part menu. Multiple part numbers can be entered to delete all at once, zapped parts can be selected from a list to delete, or all zapped parts can be deleted. - Release Date: 10/4/2021
    • Payables
  • Added ability to upload documents in Invoice Maintenance, Create Invoice from Purchase Order Receipts, and Quick/Invoice Payment. These documents can also viewed in Purchase Order Maintenance and G/L Transaction Maintenance. - Release Date: 2/28/2022
  • Added ability to upload documents in Recurring Payables Maintenance. - Release Date: 2/2/2022
  • Users will be warned in Invoice Maintenance if they try to add a line item in a period different from the invoice's original period. - Release Date: 12/14/2021
  • ★ Implemented payables allocation functionality in Invoice Maintenance. This allocation can be setup in the Payables Allocation tab in Supplier Maintenance. For users that previously used FACS, this is the equivalent of PBL080. - Release Date: 12/13/2021
  • The Payables Aging & Payment generic reports have been modified to reflect any invoice with a Misc. Supplier Name. - Release Date: 11/29/2021
    • Purchase Order
  • Added ability to upload documents in the Purchase Order Receiving page. These documents will be viewable in Purchase Order Maintenance. - Release Date: 2/2/2022
  • Added Part Warehouse - Default Location to the Backorders generic report. - Release Date: 11/19/2021
  • ★ Added hyperlinks to various messages in the results pane of Batch Processing so that users can easily navigate to purchase orders that have been modified or added. - Release Date: 11/17/2021
  • Added a purchase order rule that will push sales order required date to purchase order detail needed date in Sales/Purchase Order Batch Processing for Creating/Appending Purchase Orders from Unattached Backorders. - Release Date: 11/16/2021
  • Added Part Category, Sub-Category, Part Group, and Sales Group fields to Purchase Order Receiving generic reports. - Release Date: 11/5/2021
  • ★ Custom codes have been added to purchase order detail. - Release Date: 11/4/2021
    • Quote
  • Added ability to change special charges in Quote Detail Maintenance. - Release Date: 4/19/2022
  • ★ Added the ability to change the unit of measure or selling price for a manually added part in Quote Maintenance. - Release Date: 1/19/2022
  • Added the list of available Customer Contacts when printing (by email) a quote in Quote Maintenance. Similar to printing a sales order in Sales Order Maintenance, the users will be given a list of contacts for the sold-to customer when filling out the recipients of the email. - Release Date: 12/7/2021
  • ★ Custom codes have been added to Models. - Release Date: 11/4/2021
  • ★ Custom codes have been added to Quote Detail. These fields also have the option to be copied when creating a sales order. - Release Date: 11/4/2021
  • ★ A "Copy to Sales Order" option has been added to Quote Custom Codes Maintenance that allows fields of the same name and type to be copied when creating a sales order from a quote. - Release Date: 11/2/2021
  • ★ In the Quote Maintenance, selecting "Suggestions" under the "Change" toolbar menu button will display a window to "Suggest" and "Un-Suggest" multiple items at the same time. - Release Date: 10/21/2021
    • Receivables
  • In Receivables Payment Maintenance, if the System Parameter for "Enable Authorize.Net" is set then any credit card Payment Methods will use the Authorize.Net web service to process the credit card payment. Additionally, support has been added to use Authorize.Net Customer Profiles and Customer Payment Profiles to allow saving and using Authorize.Net customer credit card info. - Release Date: 6/15/2022
  • In Receivables Payment Maintenance, when paying Regular Invoices, you can now use the [Select Invoices To Pay] button to select invoices to pay to determine the payment amount. - Release Date: 6/15/2022
  • Added "Closed YYYYMM" as a reporting field for Receivables Transaction generic reports. This will allow you to report on Invoices that were closed (i.e. paid) for the specified Closed Year and Month. - Release Date: 5/5/2022
  • Added ability to upload documents in the Other Transaction Maintenance page. These documents can also viewed in the GL Transaction Maintenance page. - Release Date: 2/23/2022
  • Added ability to upload documents in the Receivables Payment Maintenance page. These documents can also viewed in the Invoice Transaction Maintenance & GL Transaction Maintenance pages. - Release Date: 2/23/2022
  • Added an Invoice Date field to Receivables Transaction generic reports. This field will display the Transaction Date for Transaction Type 1,2,4 (Invoice/Credit Memo) records, but retrieve the original Invoice Date for any Transaction Type 5 (Payment) records. - Release Date: 11/5/2021
    • Sales Order
  • Added a rule that prevents invoices from being printed in Sales Order Maintenance if the order has been paid and the order is set to a specific payment term. A corresponding permission has been added to allow this to be overridden. - Release Date: 6/15/2022
  • Added a rule that prevents specific orders from from being re-printed in Sales Order Maintenance. A corresponding permission has been added to allow this to be overridden. - Release Date: 6/15/2022
  • In Sales Order Payment Maintenence, if Authorize.Net is enabled then utilize Authorize.Net Customer Profiles and Customer Payment Profiles to allow saving and using Authorize.Net customer credit card info. - Release Date: 6/15/2022
  • In Sales Order Maintenance, when using the Payments tab to enter sales order payments, if the System Parameter for "Enable Authorize.Net" is set then any credit card Payment Methods will use the Authorize.Net web service to process the credit card payment. - Release Date: 3/8/2022
  • Added ability to set Shipping Method for Drop-Ship option when Creating Purchase Orders from Unattached Backorders in Sales Order Batch Processing. - Release Date: 2/1/2022
  • Added Shipping Method as an available field in Rules Maintenance. - Release Date: 1/7/2022
  • ★ Added [Attach Backorder] toolbar button to Sales Order Detail Maintenance. - Release Date: 12/15/2021
  • Added a Use Actual Costs option to the Set Prices process in Sales Order Maintenance. This will force the pricing to be based off of Actual Landed Cost rather than Regular Landed Cost for most of the pricing methods. - Release Date: 11/23/2021
  • ★ Added ability to add customer on-the-fly in Sales Order Maintenance and Quick Order Maintenance. A permission for this has been added as well. The ability to add an end user on-the-fly already existed so a permission for that has also been included. - Release Date: 11/18/2021
  • ★ Added hyperlinks to various messages in the results pane of Batch Processing so that users can easily navigate to purchase orders, sales orders, and invoices that have been modified or added. - Release Date: 11/17/2021
  • Added Order Update Date field to Sales Order Master & Sales Order generic reports. - Release Date: 11/11/2021
  • Added a rule that allows customer comments to be displayed when clicking the Print Invoice button in Sales Order Maintenance. - Release Date: 11/10/2021
  • ★ Custom codes have been added to sales order detail. - Release Date: 11/4/2021
  • Custom Codes can now be used as selectivity in the Demand Exception, Gross Profit, Action, and Status reports. - Release Date: 10/20/2021
    • Supplier
  • Added Start Date & Stop Date fields to Suppliers generic reports. - Release Date: 12/2/2021
    • System
  • ★ System Parameter Maintenance now supports enabling Authorize.Net credit card payment processing by setting the "Enable Authorize.Net" checkbox and the related Login ID and Transaction Key credentials. - Release Date: 3/8/2022
  • Customer Category & Part Group fields have been added to the Applies To selectivity in Price Type Maintenance. These fields have also been added to the Price Type generic reports. - Release Date: 11/22/2021
  • ★ System Codes Maintenance has a new "Archiving Extensions" tab where users can specify which file extensions should be allowed to be uploaded to Treqso. - Release Date: 11/1/2021

Fixed Items

  • When exporting various "standard" reports to CSV format, if a double quote was present in the data, the format for that line was not structured as expected and therefore not handled correctly by programs such as Excel. - Release Date: 10/27/2021
    • 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
  • The GL Standard Transaction Reports were including starting balances from Budget records, thereby leading to an incorrect Balance Forward (if budgeting was utilized in the system). - Release Date: 11/9/2021
    • Admin
  • In Scheduling for Package Report Maintenance, a problem was fixed for the Payables Aging generic report or Receivables Invoice Aging generic report where leaving the Aging Date parameter blank would cause the page to hang. - Release Date: 6/13/2022
  • In Scheduling, for the Package Report Maintenance popup window, the Sort Order value was not being saved. - Release Date: 6/13/2022
  • Users were incorrectly allowed to add "blank" package and sequence groups. - Release Date: 11/5/2021
  • An error occurred when trying to add a Labor Employee Attendance or Daily Time Summary report to a package. - Release Date: 11/5/2021
    • Customer
  • A problem was fixed where Customer Labels could not be printed if you had a custom code with Field Type = Number. - Release Date: 4/26/2022
  • The Add Customer page would only let a user add a record if the Modify permission was also turned on. - Release Date: 4/4/2022
    • Inventory
  • In "Post Inventory Transactions", and summary posting the accumulated transaction amount will now not round to 2 places until the amount is actually posted to the general ledger. This fixes a problem where summary posting would have possible rounding issues that cause a WIP reconciliation problem in GL Transactions between inventory transactions posting and receivables transactions posting. - Release Date: 2/15/2022
  • In Warehouse Transfer Maintenance for the [Print Order] button, the "Print Text" checkbox option has been removed since there is no comment type text that can be printed for Warehouse Transfers. - Release Date: 1/6/2022
  • In Part Status Inquiry for the [Usage History] button window, the MTD quantity should include Transaction Type "SR" (i.e. Sales Return) since that transaction type is included in the routine that updates Part Warehouse History when doing Inventory - Close Month. - Release Date: 12/17/2021
  • In Warehouse Transfer Maintenance, the toolbar buttons should be disabled when adding a new Transfer Order. The toolbar buttons should only be enabled for an existing Transfer Order. - Release Date: 12/17/2021
  • Part Status Inquiry was incorrectly showing a Documents panel even though the Archiving feature was not enabled. - Release Date: 11/11/2021
  • In the Order Demand Report, if the user loaded a Saved Setting and then changed the Report Type option, the incorrect report would run. Also there were various problems involving the Default report. - Release Date: 10/20/2021
    • Labor
  • A problem was fixed in Labor Time Clock Entry where a missing "ID" (In for Day) clock punch was incorrectly added when the Labor Parameter "Track Time and Attendance" was NOT set. - Release Date: 5/9/2022
  • In Time Clock Maintenance, you will now get a popup alert message if you try to blank either of the Selectivity Clock Date Begin/End fields. Previously the page would freeze up if you blanked either of those date fields and then clicked the [Refresh] button. - Release Date: 4/26/2022
  • A problem was fixed where Labor could be merged to a Voided sales order in the the Merge Labor to Sales Orders page. - Release Date: 1/21/2022
  • In the Labor Efficiency Report, if the user loaded a Saved Setting and then changed the Employee/Job Efficiency report option, the incorrect report would run. Also there were various problems involving the Default report. - Release Date: 10/20/2021
    • Manufacturing
  • In Mfg. Order Maintenance, when using the [Build Order] option to build the order, you will not be allowed to build if there are no order detail records for this order. - Release Date: 4/21/2022
  • Manufacturing generic reports would fail to run if a custom code was in the report. - Release Date: 1/28/2022
  • The BOM Cost Update/Report page fixed a problem where the report would always show the Unit Of Measure 1 when it should show the BOM Unit Of Measure. - Release Date: 1/13/2022
    • Part
  • A problem was fixed where Part Labels and Part Inventory Labels could not be printed if you had a custom code with Field Type = Number. - Release Date: 4/26/2022
  • The Inactive checkbox was missing from the Labor Type Maintenance screen. - Release Date: 4/4/2022
  • The Add Part page would only let a user add a record if the Modify permission was also turned on. - Release Date: 4/4/2022
    • Payables
  • In Create Payments, when creating a pending payment, it will now show an error if the Payment Amount is greater than the Open Payable Amount (in case another user changed the invoice amount while the invoice was being paid). - Release Date: 5/5/2022
  • The Checks Directory was not being updated in Payables Parameters Maintenance. - Release Date: 3/31/2022
  • Payables - Finalize Payments has been modified to check for potential GL Transaction posting problems before actually trying to finalize payments. This should prevent issues where some payments were not finalized due to GL posting errors. - Release Date: 2/23/2022
  • In Payables - Reverse Payments, a problem was fixed where you could not reverse two payments for different suppliers with the same Payment Reference Number and Payment Date. - Release Date: 2/10/2022
  • Selectivity in the Cash Requirements report was not being respected if a Saved Setting was selected and the Summary By option was changed. The same scenario was true for the Reconciliation/Aging report if the Report Type option was changed. Also there were various problems involving the Default report. - Release Date: 10/20/2021
    • Purchase Order
  • Purchase Order to Payables Reconciliation now handles if PBL invoice no longer exists (because user deleted it in another browser window). Previously, the page would hang with an un-trapped error if this was the case. - Release Date: 5/31/2022
  • A problem was fixed where Purchase Order Labels could not be printed if you had a custom code with Field Type = Number. - Release Date: 4/26/2022
  • After entering a part number in Purchase Order Detail Maintenance, the focus was not being set on the Detail Text. - Release Date: 4/12/2022
  • The Add Purchase Order page would only let a user add a record if the Modify permission was also turned on. - Release Date: 4/4/2022
  • Setting selectivity for Attach Order Type = "Not Attached" for Backorders generic reports was not working. - Release Date: 2/16/2022
    • Quote
  • The Override Quote ID permission was not being respected when adding a new quote. - Release Date: 10/18/2022
  • Adding a quote would fail to occur if both the sold-to and bill-to customers were deemed prospects. - Release Date: 10/18/2022
  • The Add Phase Title popup in Quote Maintenance was always showing an HTML Description regardless of the "Use HTML Comments" setting. - Release Date: 10/12/2022
  • When updating multiple sales orders from a quote in Quote Maintenance, closed orders were not being ignored. - Release Date: 6/22/2022
  • When updating a sales order in Quote Maintenance, the default warehouse of the sales order was not being used when adding new detail. - Release Date: 4/13/2022
  • The Add Quote page would only let a user add a record if the Modify permission was also turned on. - Release Date: 4/4/2022
  • A problem was fixed on Quote Maintenance for a fixed price model to set Price Type="Manual" on quote detail (so detail merged to sales order has a valid Price Type). Fix related issues how part labor price amount gets subtracted from the quoted part price when merged to a sales order. - Release Date: 3/24/2022
  • When suggesting a kit from the model selection screen in Quote Maintenance, the components were being quoted and not suggested. - Release Date: 3/2/2022
  • If a quote rule was broken/shown in the Close function of Quote Maintenance, the screen who never finishing loading. - Release Date: 2/15/2022
  • Quote Detail Maintenance was showing a "Images" panel if the system lacked the Archiving feature. Also this panel has been renamed to "Documents" since the files are not limited to images. - Release Date: 11/11/2021
  • If an unknown part was added to a quote, and that part was later added to the system, the quote would still indicate it to be an unknown part. - Release Date: 11/5/2021
    • Receivables
  • In Invoice Maintenance, the top toolbar navigation buttons should be disabled when adding a new invoice. Also, the top toolbar navigation buttons were not getting disabled to prevent navigating out of range of the current finder records. - Release Date: 5/10/2022
  • Receivables Payment Maintenance fixed a problem where the Receivables Transaction Receivables Account Number was getting set to the default Receivables Parameter Receivables Account number when it should have used the payment Credit Account number. - Release Date: 3/14/2022
  • The CGS Amount & Inventory Amount fields in Receivables Transaction generic reports were incorrectly showing the Transaction Amount rather than the Actual Cost Amount. - Release Date: 2/17/2022
  • In the Credit Managers Report, if the user loaded a Saved Setting and then changed the Report Type option, the incorrect report would run. Also there were various problems involving the Default report. - Release Date: 11/11/2021
    • Sales Order
  • When copying a sales order, comments may end up being duplicated if there are part comments flagged to be added to the sales order. - Release Date: 7/26/2022
  • In both "Sales Order Adding/Committing Mobile Batch Maintenance and "Import Sales Order Detail from External Text File" pages, check for Part Alias if the Part Number from the import file does not exist. - Release Date: 6/22/2022
  • The "Sales Order Payment Maintenance" page fixed a problem updating a merged payment where the Receivables Transaction Balancing Account Number should be set to the Customer Payment Deposit Account Number instead of the Debit Account Number for "Is Deposit" order payments. - Release Date: 5/4/2022
  • The Add Sales Order page would only let a user add a record if the Modify permission was also turned on. - Release Date: 4/4/2022
  • Users should not be allowed to modify the Unit of Measure on a detail line in Sales Order Detail Maintenance if it has a backorder attached to a purchase order. - Release Date: 3/10/2022
  • A problem was fixed where the "Sales Order Analysis" report was not grouping/joining Sales Order Estimate and Sales Order Detail on the same fields - which prevented valid comparison of Estimate vs Actual data. This problem has been fixed. - Release Date: 2/22/2022
  • An error would occur when choosing Warehouse as selectivity in Sales Order Batch Processing. - Release Date: 1/14/2022
  • Sales Order Maintenance would not show an order to be on hold if an action occurred on the page that caused it to be so. - Release Date: 12/14/2021
  • In the Action and Gross Profit reports, if the user loaded a Saved Setting and then changed the Detail/Summary report option, the incorrect report would run. Also there were various problems involving the Default report. - Release Date: 10/20/2021
    • Supplier
  • A problem was fixed where Supplier Labels could not be printed if you had a custom code with Field Type = Number. - Release Date: 4/26/2022
  • The Add Supplier page would only let a user add a record if the Modify permission was also turned on. - Release Date: 4/4/2022
  • In Supplier Parameters, the "Supplier ID Must Be Numeric" field would incorrectly require you to enter a Misc. Supplier. - Release Date: 12/29/2021
    • System
  • Fixed an issue where refreshing the grid in Mobile Batch Maintenance would cause the grid to disappear. - Release Date: 6/16/2022
  • The "Vehicle Labels" checkbox was missing from Security Group Maintenance. - Release Date: 1/13/2022
    • Vehicle
  • Fixed issue where the Chassis Receiving format fields were not displaying the VIN and Factory Order fields correctly. - Release Date: 6/16/2022
  • A problem was fixed where Vehicle Labels could not be printed if you had a custom vehicle attribute code with Field Type = Number. - Release Date: 4/26/2022
  • The Add Vehicle page would only let a user add a record if the Modify permission was also turned on. - Release Date: 4/4/2022
  • A Vehicle record would not update in "Update Vehicle from External Text File" if only custom attributes were being set. - Release Date: 3/2/2022
  • A problem was fixed in Vehicle Maintenance when called as a popup window from Sales Order Maintenance where tab stops were not getting set correctly. - Release Date: 2/22/2022
  • A problem was fixed where Vehicle Labels would not print because custom vehicle attributes were not handled correctly. Additionally, on the Label Format Maintenance page, the "Select Tag" dropdown box no longer shows duplicate vehicle fields that were NOT vehicle custom attributes. - Release Date: 1/25/2022
  • Validation of protected "date" attributes were not occurring. - Release Date: 10/21/2021

Changes

  • ★ The tracking of licensed users previously occurred anytime a user navigated to a page. The process has been enhanced to check if the user is still on the page (which occurs every minute). This will give a more up-to-date snapshot of users consuming licenses. - Release Date: 3/4/2022
  • ★ All computations for "Quantity Available" and "Quantity Expected" will now exclude quarantine inventory from those values. - Release Date: 2/1/2022
  • ★ In most pages requiring user input for parts, the Part Number text box will autocomplete user input as it is being entered; allowing you to find the part by the partial part number entered. - Release Date: 1/31/2022
  • Inactive fields have been added to the following: Part Standard Codes Maintenance (Part Categories, Part Sub Categories, Part Groups, Product Codes, Sales Groups, and Unit Of Measures), Manufacturing Standard Codes Maintenance (Manufacturing Order Types), Customer Standard Codes Maintenance (Customer Categories and Customer Types), Supplier Standard Codes Maintenance (Supplier Category), and Labor Standard Codes Maintenance (Employee Types). - Release Date: 1/25/2022
  • ★ In most pages requiring user input for customers and suppliers, users will be able to search for customers and suppliers by either their Name or ID. In addition, these text boxes will autocomplete user input as it is being entered. In most pages requiring user input for Customer or Supplier, the Customer text box and Supplier text box will autocomplete user input as it is being entered; allowing you to find the Customer/Supplier by the partial Name or ID entered. - Release Date: 11/22/2021
  • ★ Most "Standard" reports in Treqso would poorly export to XLS and CSV formats. These reports have been modified to better display the data for these formats. - Release Date: 11/4/2021
    • Accounting
  • Account Group Maintenance was changed to check for Account Class conflicts for existing parts if the user tries to change the Inventory Account, - Release Date: 3/8/2022
  • ★ Financial Statements - Financial Statement Spreadsheet Templates can now be created and used to export Financial Statements as an Excel or PDF file. - Release Date: 1/31/2022
  • The design of the Account Balance Update, Account Balance Inquiry, Financial Statements, and GL Transaction Standard Report pages have been altered to more accurately depict fiscal years that do not start in January. Because of this, users will choose a fiscal year rather than a transaction year. - Release Date: 12/1/2021
  • The Change Fiscal Year page can now only be accessed by Spokane Computer employees. - Release Date: 11/18/2021
    • Admin
  • The design of the Financial Statements page has been altered to more accurately depict fiscal years that do not start in January. Because of this, users will choose a fiscal year rather than a transaction year. - Release Date: 12/9/2021
    • Customer
  • In Customer Maintenance, the Customer History has been moved from a panel in the main form to a toolbar button; where the history will be shown in a popup window. This should speed up the page load when accessing a customer. - Release Date: 7/13/2022
  • You can now add customer contacts with duplicate names. - Release Date: 6/10/2022
    • Inventory
  • In Warehouse Transfer Maintenance, the [Cancel Order] button has been renamed back to [Close Order] to prevent confusion where users were incorrectly trying to use the [Close Transfer] toolbar button to mark a transfer order as closed. - Release Date: 5/10/2022
  • Inventory Count Process - The design of this page has been changed to more closely resemble other page designs within Treqso. Additionally, information about the count session can be found in fewer clicks. - Release Date: 2/2/2022
  • ★ Part Status Inquiry will now show "Quantity Quarantined" just above "Quantity Available" since quantity available should not include quarantine inventory. - Release Date: 2/1/2022
  • ★ In Part Inventory Maintenance, the Quarantine checkbox has been added so you can either set or clear quarantine inventory layers. - Release Date: 2/1/2022
  • The "Move Inventory Between Locations" page will now show the Part Warehouse values for Default Location, Alt. Location 1, and Alt. Location 2 for the selected part number and warehouse. - Release Date: 12/22/2021
    • Labor
  • The Merge Labor to Sales Orders page will only cycle through time cards with Bill Codes for Sales Orders that have yet to be merged. Previously the process would unnecessarily cycle through all time cards found within the entered selectivity. - Release Date: 3/1/2022
  • The In-Job Status page will no longer use up a Treqso license. - Release Date: 2/24/2022
    • Manufacturing
  • The BOM Cost Update/Report process now handles the new Bill Of Materials Overhead Methods when rolling up costs. - Release Date: 4/14/2022
  • Removed Mfg Labor Routing menu item and converted Labor Routing to a popup window accessed through Bill Of Materials Maintenance from the "Labor Routing" tab. - Release Date: 2/18/2022
  • The Bill of Materials now has a Bill of Materials Master (for parent part) and Bill of Materials Detail (for component parts). Updated Bill Of Materials Maintenance to include options to select Overhead Method, Overhead Rate, and Overhead Part Number. Note that Overhead Rate and Overhead Part Number only apply if Overhead Method is "Amount" or "Percent". Converted "Where Used" panel and "Exploded BOM" panel to tabs and added a "Labor Routing" tab instead of the Labor Routing button. Added "Edit BOM Overhead" toolbar button. Bill of Materials Detail Maintenance now includes the "Apply Overhead Rate" checkbox; which is only visible and used for Overhead Method = Percent. - Release Date: 2/18/2022
  • Bill Of Materials Maintenance now includes a "Where Used (Parent)" panel in addition to the "Where Used (Component)" panel - (which previously was just called "Where Used"). - Release Date: 1/13/2022
  • Added a summary finder to the "Bill Of Materials Maintenance" page in addition to the original detail finder and added a button to toggle between the Detail and Summary finder options. The summary finder will be the default. - Release Date: 1/3/2022
    • Part
  • Part Maintenance now allows you to flag a part with Part Type of "Template" as "Is Inventory Item". The "DEFAULT PART" is the only template part that must be non-inventory. - Release Date: 6/29/2022
  • In "Update Parts Data from External Text File", if adding a new part and Product Code was specified then use Product Code Master Account Group as the default Account Group. - Release Date: 4/7/2022
  • In Part Maintenance on the "Suppliers" tab, the Part Suppliers grid will now indicate if the List Price and Last Purchase Cost are in a different currency. - Release Date: 3/9/2022
  • You are now required to specify a part category, supplier, or template part number when adding a sequence option to Quoting Templates in Part Maintenance. This prevents creating meaningless records. - Release Date: 11/11/2021
    • Payables
  • An automatically emailed check remittance would mention the report was submitted for "electronic payment" in the body of the email. The word "electronic" has been removed since not all payments are electronic. - Release Date: 10/20/2022
  • "Create Payables From Purchase Order Receipts" will now show "Cost Amount Not Invoiced" once the Purchase Order ID has been entered. - Release Date: 6/22/2022
  • In Create Payables from Receipts, you will no longer be allowed to post an invoice for a purchase order if any PO Receipt line has no cost. - Release Date: 3/14/2022
  • Payables - Invoice Maintenance will now show a confirmation popup dialog if there is a pending payment for the Supplier and Invoice you selected. You must choose [Continue] to continue processing the invoice. - Release Date: 2/16/2022
  • ★ Users will be given a warning if attempting to add a payment for a previously used payment reference number (for the payment type specified) in Quick/Invoice Payment. - Release Date: 12/7/2021
    • Purchase Order
  • Setting the requisition information on a purchase order detail line no longer requires a line item. When receiving this PO detail item, it will attempt to commit inventory for the detail line of the first matching part number on the requisitioning order. - Release Date: 4/12/2022
  • The Purchase Orders Past Due Report layout has been modified to make the report more readable and consistent with other reports. - Release Date: 3/22/2022
  • In Purchase Order Receiving, when you use the [Edit] button to receive inventory, you can now specify a Serial Number even when receiving a non Serial Number Required part. - Release Date: 1/4/2022
  • When Creating Purchase Orders from Unattached Backorders in Batch Processing, the process will now iterate through sales orders sorted by Sales Order ID. This will assist users in matching up the detail on the sales order with the detail created on the purchase order. - Release Date: 11/17/2021
  • The Customer, Part, and Receiving Notification fields in Purchase Order Parameters have been removed. This functionality will now be configured in Rules Maintenance. - Release Date: 11/9/2021
  • In Purchase Order Maintenance, purchase orders will now display the supplier's default purchasing phone number on the right side below the "Order Totals" panel. - Release Date: 11/9/2021
    • Quote
  • When adding a model with Part Labor, the Quote Detail Labor Work Code value will now be set from the Labor Type Work Code value. - Release Date: 3/24/2022
  • Quote Maintenance will now show a label on the Customers panel next to the existing Sold-To Customer ID or existing Bill-To Customer ID indicating if the customer is on Credit Hold. Additionally, when exporting a quote to a sales order, order hold checks will now be performed to determine if the sales order should be placed on order hold. - Release Date: 2/9/2022
  • Users are now required to specify a part category, supplier, or template part number when adding a sequence option in Model Maintenance. This prevents users from creating meaningless records. - Release Date: 11/11/2021
  • ★ When creating an order from a quote, you can now choose to mark the order as a job order (if desired). - Release Date: 10/29/2021
  • ★ In Quote Maintenance, parts that are unknown or have a status that is not "Active" will be flagged. - Release Date: 10/29/2021
    • Receivables
  • ★ The "Cash Sale Invoice" option has been removed from Receivables Invoice and Recurring Invoice Maintenance. All existing invoices marked as such will be converted to a "Regular Invoice". - Release Date: 2/2/2022
    • Sales Order
  • Removed Sequence Number field from Treqso Mobile Sales Order Adding/Committing module. Added ability to auto increment Sequence Number when importing and adding a new detail item to a Sales Order. - Release Date: 6/16/2022
  • When adding a sales order and the "Assign Different Invoice ID" sales order parameter is turned off then set the Invoice ID to be the Sales Order ID (instead of waiting until the sales order invoice is printed or the sales order is closed to set Invoice ID). - Release Date: 6/16/2022
  • The "Sales Order - Re-open Order" page was changed so the "Re-open any Order Payments" checkbox is checked by default. - Release Date: 5/4/2022
  • In Sales Order Detail Maintenance, a "Quarantine" checkbox has been added which allows parts to be sent directly to quarantine when returning inventory. - Release Date: 4/7/2022
  • When copying a sales order to a credit memo in Sales Order Maintenance, the Serial Number and Lot Number will now be retained; the Invoice ID will be set to the original Sales Order ID; and the Regular Costs will come from the Actual Costs. - Release Date: 4/5/2022
  • Users can now reduce multiple times before closing the window in Sales Order Maintenance. - Release Date: 3/8/2022
  • In Sales Order Maintenance, for the [Analysis] toolbar button, the "Estimate vs Actual" tab now works more like how the "Sales Order Analysis" generic report works. Specifically, it will group by SalesOrderID, ModelSort, ModelName, PhaseNumber, SequenceNumber, PartNumber, and UnitOfMeasure. Finally, show extended costs and prices instead of unit costs and prices and show a footer line with totals. - Release Date: 2/28/2022
  • When adding a new sales order in Sales Order Maintenance or in Sales Order Quick Entry, the Sold-To Customer ID will now be checked for Credit Hold status in addition to checking the Bill-To Customer ID. - Release Date: 2/9/2022
  • Sales Order Maintenance and Sales Order Quick Entry now both support placing a sales order on "Manager Hold" via a new [Hold] toolbar button. You must have the Sales Order permission "Set Manager Hold" to set or clear manager holds on orders. - Release Date: 2/8/2022
  • ★ When unfinalizing a sales order, the Invoice Printed flag will no longer be reset. Instead, when a sales order invoice is printed, the Invoice Total will be stored on the Sales Order Master record. Then when closing a sales order and the InvoicePrinted flag is set then the sales order total must equal the stored Invoice Total amount. If these two amounts differ, you will need to re-print the sales order invoice before you will be allowed to close the sales order. - Release Date: 2/7/2022
  • Production Status events have been moved to Sales Order Rules. - Release Date: 1/21/2022
  • When Creating/Appending Purchase Orders from Unattached Backorders in Batch Processing, the process will now iterate through sales orders sorted by Sales Order ID. This will assist users in matching up the detail on the sales order with the detail created on the purchase order. - Release Date: 11/17/2021
  • For the Sales Order Action Report, the Detail Report option can now have its details sorted by "Expected Date." The Summary Report option now includes the "Production Status" column on the report. - Release Date: 11/12/2021
  • The Customer and Part Notification fields in Sales Order Parameters have been removed. This functionality will now be configured in Rules Maintenance. - Release Date: 11/9/2021
  • ★ In Sales Order Maintenance, parts that are unknown or have a status that is not "Active" will be flagged with a special icon. - Release Date: 10/29/2021
    • System
  • Updated the Mobile Batch Maintenance pages to include filtering and sorting. - Release Date: 6/16/2022
  • The search capabilities in the Search Documents page has been stripped down to improve performance. - Release Date: 12/21/2021
    • Vehicle
  • In Vehicle Maintenance, if you try to change either the VIN or Factory Order fields to a different value, you will get a popup confirmation dialog informing you that VIN and Factory Order are key fields and asking if you really want to change the value. Additionally, since either VIN or Factory Order can uniquely identify a vehicle record, you will no longer be allowed to enter a duplicate Factory Order value if that Factory Order Number already exists on a different vehicle record. Note that you were already prevented from creating a duplicate VIN. - Release Date: 2/9/2022
  • Validation on "date" attributes will no longer occur if the date is not entered. - Release Date: 10/21/2021

Obsolete

  • There were Inactive fields in all custom code SQL tables. They served no purpose and have been removed. - Release Date: 10/1/2021
    • Customer
  • Removed XLS/CSV export ability from Customer Labels. - Release Date: 11/2/2021
    • Labor
  • Removed XLS/CSV export ability from Labor Barcode & Job Barcode Sheets. - Release Date: 11/2/2021
    • Part
  • Removed XLS/CSV export ability from Part, Part Warehouse, and Part Inventory Labels. - Release Date: 11/2/2021
    • Supplier
  • Removed XLS/CSV export ability from Supplier Labels. - Release Date: 11/2/2021
    • Vehicle
  • Removed XLS/CSV export ability from Vehicle Labels. - Release Date: 11/2/2021

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