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Treqso Website Release Notes

★ Look for 2 important changes.

Treqso Website 1.29.0

New Items

    Admin
  • Reports -> Generic Report Record Counts - Whenever a generic report is ran, a log will be created and shown in this page in the admin site which will allow users to better understand how much data is being loaded into a report. - Release Date: 2/19/2025
  • Parameter Maintenance - 3 new parameters have been added for setting record limits on PDF, XLS, and CSV generic reports. When a report is being run, it will check if the amount of records being loaded exceeds the record limit set in the admin site. If the limit is exceeded, then an error will be shown. This should help to prevent the page spinning for excess amounts of time. - Release Date: 2/19/2025
  • Login Maintenance - A new "Add Company Admin" button as been added to the new toolbar at the top of the page which allows for logins to be added to the admin security group in specific companies. - Release Date: 10/7/2024
    • Customer
  • Customer Maintenance - If a customer has any archived quotes associated with them, then the archived quotes will now appear in the "Documents" tab at the bottom of their Customer Maintenance record. - Release Date: 12/19/2024
  • Customer Maintenance - For the new Avalara integration with TREQSO, an Avalara dropdown menu item will now be available in the toolbar where an Avalara customer can be associated or disassociated from an existing TREQSO customer. - Release Date: 10/3/2024
    • Inventory
  • Update Part Branches from External Text File - Part Branch Custom Fields can now be updated in this page as well. - Release Date: 2/19/2025
  • Part Inventory Maintenance - Inventory records can now be split into multiple different records. This will help with trying to enable Serial Number Required, Lot Required, and/or Location Required on parts with existing inventory. This can also be used when only a portion of an inventory record needs to have information updated. - Release Date: 12/6/2024
    • Manufacturing
  • Created "Backorder Status" menu item with corresponding popup window. Attached orders will contain links to directly view them as well. - Release Date: 12/27/2024
  • "Import BOM from External Text File" feature has been added to the manufacturing tab. A help page has been added as well. - Release Date: 8/14/2024
    • Part
  • Modify/Run Reports -> Part Warehouses - Added "Primary Supplier ID" as a column for generic reporting. - Release Date: 10/24/2024
  • Part Maintenance - For the new Avalara integration with TREQSO, an Avalara dropdown menu item will now be available in the toolbar where an Avalara item can be associated or disassociated from an existing TREQSO part. Additionally, when creating a new TREQSO part, a checkbox will be available to automatically create a new Avalara item and associate it with the part. - Release Date: 10/3/2024
  • The "Update Part Quoting Template from External File" feature has been added along with the help page. - Release Date: 8/15/2024
    • Payables
  • Payables invoices will now have a button to create an invoice from the current supplier. - Release Date: 10/30/2024
  • Payment Type Maintenance - When creating/modifying a Payables Payment Type with a Payment Method of "Electronic Payment", an Electronic Payment Type of "CTX" or "CCD" may now be selected to decide which ACH file type to create when printing payables payments. - Release Date: 10/16/2024
    • Purchase Order
  • Purchase Order Rules Maintenance - Added a new rule for updating the Part Supplier List Price receiving a part from a purchase order to separate this condition from the rule for updating the Part Supplier List price when adding a part to a purchase order. - Release Date: 1/3/2025
  • Purchase Order Detail Maintenance - A new menu button "Set Backorder Priority" has been added at the top of the page. This opens a popup window where backorder priority can be set to decide which backorders for the current purchase order detail are filled first when receiving the order. - Release Date: 10/10/2024
    • Quote
  • Added Inventory tab to the analysis form to display quantities of regular & component detail items. - Release Date: 12/4/2024
  • Quote Maintenance -> Create Order - Added a "Create Estimates Only (No Detail)" checkbox for selecting whether to only add sales estimates or to add both details and sales estimates. - Release Date: 11/26/2024
  • Mass Reject Quotes - A new page has been added where multiple quotes can be rejected at the same time. - Release Date: 10/22/2024
    • Receivables
  • Invoice Aging Generic Reports - Added 'Customer Type', 'Customer Type Description', and 'Customer Category Description' as available fields. - Release Date: 3/3/2025
  • Receivables invoices, receivables payments & receivables others will now have a button to create an invoice or payment from the current customer. - Release Date: 10/30/2024
    • Sales Order
  • Import Sales Orders from External Text File - Start Date and Completed Date fields have been added to the available fields for importing. - Release Date: 1/20/2025
  • Sales Order Parameter Maintenance - A new parameter has been added to ignore a sales order's default Sales and COGS accounts when inserting detail if its part type is of the selected type. Part types that can be ignored are Freight (F), Excise Tax (E), and Labor (L). - Release Date: 1/2/2025
  • Added SalesOrderEstimateDetailMaint page to the change menu to create details from estimates. If the same detail already exists, a new detail will not be created. - Release Date: 11/26/2024
  • Sales Order Detail Maintenance - If the selected detail is not currently backordered and has a closed backorder associated with it, then a link will appear for the order that filled it to the right of the Backorder Quantity. - Release Date: 10/24/2024
  • Modify/Run Reports -> Sales Order Master - "Total Payments" has been added as a column to use in generic reporting. - Release Date: 10/24/2024
    • System
  • Receivables Sales Widget - Options for "Previous 12 Months" and "Previous 24 Months" have been added to this widget. - Release Date: 3/14/2025
  • Updated pages with Update/Cancel/Delete buttons to disable the buttons after initial click to prevent code from running twice. This was done on all modules for available pages. - Release Date: 12/24/2024
  • Security Group Maintenance - A new permission has been added under the Sales Order module for 'Update Closed Orders' in order to separate the 'Re-open Order' page permission from updating a closed sales order. - Release Date: 12/17/2024
  • Added OAuth functionality to the email delivery system to allow Office 365 integration. Once an application is created in the Entra Admin center, client, tenant & secret fields can be used to send emails. Also created a reminder date to create a task to send an email 23 months from when the secret field is updated. - Release Date: 12/11/2024
  • Avalara Parameter Maintenance - For the new Avalara integration with TREQSO, this is where all settings will be modified to change how TREQSO interacts with Avalara and its tax calculation software AvaTax. - Release Date: 10/3/2024
  • Avalara Logs - For the new Avalara integration with TREQSO, this shows the logs that are created when a transaction is created, voided, or refunded inside of Avalara through TREQSO. - Release Date: 10/3/2024
  • Update Avalara Items from External Text File - For the new Avalara integration with TREQSO, this is an import page to allow associating multiple Avalara items with TREQSO parts. If no Avalara item exists with the specified Item Code, then a new one will be created and associated with the TREQSO part. - Release Date: 10/3/2024
  • Update Avalara Customers from External Text File - For the new Avalara integration with TREQSO, this allows multiple Avalara customers to be associated with TREQSO customers. If an Avalara customer doesn't exist with the specified Customer Code, then a new one will be created and associated with the TREQSO customer. - Release Date: 10/3/2024
    • Vehicle
  • ★ FreightVerify Integration FreightVerify is a third party software system used to track vehicle chassis. The use of this software has become a requirement for all clients who transport or receive Ford chassis. To better facilitate Spokane Computer clients, we have integrated FreightVerify with Treqso's vehicle module. Several parameters have been added that enable the use of FreightVerify and all fields listed in the vehicle parameter page under FreightVerify are required to be filled out to correctly send out vehicle milestones. MANUAL: On the vehicle maintenance page, a new panel is available that allows the user to manually input all of the data for FreightVerify milestones and initiate a milestone update. Please consult with your FreightVerify representative to obtain the proper values for each FreightVerify field. AUTOMATIC: In the vehicle standard codes page, users can link FreightVerify fields with Treqso vehicle fields. When updating a vehicle in the maintenance page or batch importing vehicles, Treqso will first verify that a linked milestone has not already been sent for the current VIN. If no milestone has been found then Treqso automatically sends a milestone update. When updating a milestone in this way, only values provided in the vehicle parameter page will be sent to FreightVerify. Please consult with your FreightVerify if any of these values fail to create a milestone update. Milestone updates will not be if a previous milestone has been sent. If changes need to be made to a milestone update, please do so in the FreightVerify portal. - Release Date: 1/24/2025
  • ★ Vehicle Pools Vehicles can be added to a pool if they are associated with a sales order. Custom pool attributes can be setup in the vehicle attributes page to allow for more customization when tracking pool information. When a vehicle is pool enabled, any pool information set in the vehicle maintenance page can also be seen on the sales order. Vehicle pool tools can be enabled in the vehicle parameter page. - Release Date: 1/24/2025

Fixed Items

  • When filtering in grids, focus will now be retained instead of setting focus at the top of the page. - Release Date: 1/9/2025
    • Payables
  • Print Payments -> Remittances - Fixed blank page being printed after each remittance. - Release Date: 12/5/2024

Changes

    Accounting
  • Button 'Delete Transaction' to delete whole transactions was added to GLBudgetTransactionMaint page. - Release Date: 8/6/2024
    • Admin
  • Package Reports - Custom Active Reports can now be used when creating a package in the Admin site. Advanced Reporting license is required. Please contact Support for more information. - Release Date: 1/2/2025
  • Login Maintenance - The "Copy" button has been moved to a new menu bar in the top of the page. - Release Date: 10/7/2024
  • Login Maintenance - A label has been added to the right of the License Restriction dropdown showing how many of each license is available. Additionally, an error will be shown if there are not enough licenses for a login when trying to add/update the current login. - Release Date: 10/7/2024
    • Inventory
  • When completing an inter-company transfer, a status will be displayed that indicates no invoice has been created if the total cost of all transferred parts is zero. - Release Date: 2/5/2025
  • The order status column in Inter-Company Transfer Maintenance now changes color based on the status of a transfer order. This was done to match similar behavior in other modules. - Release Date: 2/5/2025
  • Pick Ticket Maintenance - Pick tickets will now commit part inventory when picking based on oldest date instead of using inventory records with the most quantity. - Release Date: 12/6/2024
  • Add Pick Ticket - Pick tickets will now be required to have details selected when creating them to prevent empty pick tickets. - Release Date: 12/6/2024
  • Part Status Inquiry - Added a column to the Open PO page for the Purchase Order Order Date and the difference between the Order Date and Purchase Order Detail Expected Date. - Release Date: 10/17/2024
    • Labor
  • Merging labor to sales orders has been altered to run inside of a transaction to prevent any future issues with merging time cards without creating and reducing associated sales order details. - Release Date: 12/12/2024
    • Manufacturing
  • Manufacturing Order Detail Reducing has been altered in most areas to run inside of a transaction so as to prevent inventory being reduced without correctly setting the Manufacturing Order Detail to reduced status alongside it. - Release Date: 12/16/2024
  • Added the part description in parentheses after the part number for both detail grids of the MfgOrderInsertDetail popup window. - Release Date: 10/28/2024
    • Part
  • Transfer order ID codes and Intercompany ID codes have been separated in Treqso's database. A new tab and grid have been created to manage Intercompany ID codes on the Parts Codes Maintenance page. - Release Date: 2/5/2025
  • Part Maintenance - Serial Number Required, Lot Required, and Location Required can all be enabled even if existing inventory exists as long as each Part Inventory record has a quantity of 1 and has all of the correct information. - Release Date: 12/6/2024
  • Updated PartMaint on UOM conversion labels, quick help & page help to be more concise. - Release Date: 8/1/2024
  • Added hyperlinks to any order, supplier or customer columns possible. - Release Date: 7/26/2024
    • Payables
  • The payables status inquiry page will now allow the results grids to be sorted. - Release Date: 8/28/2024
  • Permission "Post To GL when Importing" has now been added to the security group page and the checkbox will be shown/enabled in the import page based on the permission setting. - Release Date: 8/23/2024
    • Purchase Order
  • Purchase Order Status Inquiry - A Warehouse ID column will now appear for Supplier and Part Number options. - Release Date: 2/20/2025
    • Quote
  • EstimateOnlyExport property added to QuoteMaster. If EstimateOnlyExport flag is true, do not allow an associated order to be updated. - Release Date: 3/18/2025
  • Copy Quote - The description at the top of the window has been updated to more clearly describe the different options. - Release Date: 12/6/2024
    • Receivables
  • Invoice Aging Generic Reports - Branch has been added as an extra parameter with the option to show Invoice Aging for all branches or for a specific branch. - Release Date: 12/5/2024
  • Permission "Mark as Posted To GL" has now been added to the security group page and the checkbox will be shown/enabled in the import page based on the permission setting. - Release Date: 8/23/2024
    • Sales Order
  • Sales Order Maintenance - When an order is set to Ship Available, a Sales Order Log will now be inserted to reflect this action being made which will also include what order was created from it. - Release Date: 2/20/2025
  • Sales Order Detail Reducing has been altered in most areas to run inside of a transaction so as to prevent inventory being reduced without correctly setting the Sales Order Detail to reduced status alongside it. - Release Date: 12/12/2024
  • In Sales Orders Move Details option, you will know be able to multi-select details and move them between models & phases. - Release Date: 12/11/2024
  • Added an "All Models" option to the SalesOrderDetailDelete page. Also, add a "Select All Details" checkbox to automatically check all. - Release Date: 10/4/2024
  • SalesRep & PaymentTerms are available for email subject/body tags within curly braces. Quick help has been updated as well. - Release Date: 7/31/2024
  • User will be warned now while voiding if order has any unmerged labor associated with it. - Release Date: 7/30/2024
    • Supplier
  • Added AutoUpdatePartCostLevel field to import Part Supplier from ETF method. If import field is not an integer between 1 & 5, an error will prevent import, as well. - Release Date: 7/31/2024
  • Added Form1099Type field to Supplier Import from ETF to be imported by ID number &/or form name. - Release Date: 7/23/2024
    • System
  • Custom vehicle attributes now show their display name in the column header in the mobile batch maintenance page. When a custom vehicle attribute cannot be found, then 'N/A' is displayed as the column header. - Release Date: 2/5/2025
  • Price Type Maintenance -> General Parts - When editing formulas, custom display and burden fields from Part Standard Codes Maintenance can now be used to further customize Price Type formulas. - Release Date: 11/19/2024
  • Event Log - Logs for Clearing/Unclearing records in Accounting > Bank Reconciliation will now show ReferenceNumber and TransactionDate instead of the GL Transaction's RecordID for the Log Record Description - Release Date: 10/16/2024
  • System Parameters - Using Avalara for the Sales Tax Interface will now enable a new menu item under the System tab. The URL, username, and password for it will need to be entered in System -> Avalara -> Parameters. - Release Date: 10/3/2024
    • Vehicle
  • Vehicle Specs Maintenance is now a standard feature that is shown on the Vehicle menu. The "Add Options" feature will only be included with the Advanced Quoting licenses. - Release Date: 12/11/2024

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