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Treqso Website Release Notes

Treqso Website 1.12.0

New Items

  • Generic reporting allows selectivity for "Is Empty" and "Is Not Empty" in number fields. - Release Date: 5/22/2019
    • Accounting
  • Added permission called "Ignore Transaction Entry Option Restriction" which allows users to modify G/L Transactions for any month in the current year, regardless of the Accounting Parameter setting. - Release Date: 5/16/2019
    • Customer
  • The "Customers" generic report now has report items for Customer Tax Exempt fields including: * Tax Exempt State * Tax Exempt Number * Tax Exempt Expires * Tax Exempt Reason - Release Date: 7/22/2019
    • Purchase Order
  • Added "View Receipts" toolbar button option to Purchase Order Maintenance. - Release Date: 7/31/2019
    • Quote
  • Added ability to export a quote to multiple sales orders. - Release Date: 5/21/2019
    • Sales Order
  • Added Ship-To Name to Part option of Sales Order Inquiry. - Release Date: 6/6/2019
  • You can now set a Default Warehouse ID for a Sales Order. When adding a new sales order, the order default Warehouse ID will come from the Warehouse ID of the user that creates the sales order. When adding sales order detail, the detail Warehouse ID will now default from the Sales Order Master Warehouse ID. (Previously, the detail Warehouse ID was defaulting from the Warehouse of the user that added the detail item.) - Release Date: 5/30/2019
  • You can now determine which date is used from Sales Orders to set the Aging Date in Receivables. This can be set in Sales Order Parameters in the "Receivables Aging Date Origin" field. - Release Date: 5/23/2019
  • You can now choose whether or not to Finalize Orders when an invoice is printed. There are separate settings for both Job and Sales Orders in Sales Order Parameters. - Release Date: 5/23/2019
  • Sales Order Detail can now be viewed by either Sequence or Phase Number. This is a database setting the can be set in Sales Order Parameter Maintenance. The Sales Order Status, Demand Exception, and Action (Detail) reports have been modified to reflect this change. - Release Date: 5/17/2019
  • The detail in a Sales Order can now be printed by phase and with phase titles. - Release Date: 5/17/2019
  • Added to "Use Actual Prices" flag to Sales Order Pricing Rules. This flag will allow you to price on actual values after the order is reduced. - Release Date: 5/16/2019

Fixed Items

  • A problem was fixed from TREQSO v1.11 changes where the Purchase Order Master Order Description was added with an incorrect Field Name of ‘Customer Name’ for several reports. The Field Name has been changed to 'Order Description' for the following reports: Purchase Orders, Purchase Order Comments, Purchase Order Receiving, Backorders - Release Date: 7/19/2019
  • A problem was fixed that allowed you to delete a Price Type that was being used by a Sales Order or a Quote. - Release Date: 5/22/2019
    • Inventory
  • In "Inventory Count Process", the Inventory Snapshot was not always returning the correct quantity on hand for a part. - Release Date: 5/28/2019
    • Labor
  • A problem was fixed in Labor Time Clock Entry where a Job Order with a blank Order Description was not correctly validated as an open/unfinalized order. - Release Date: 7/12/2019
  • Labor Time Clock Entry and Labor Time Clock Maintenance pages were both changed to not allow an "IJ" clock punch for a closed/finalized order. - Release Date: 6/28/2019
  • Labor Time Clock Maintenance was changed to not allow updating "IJ" or "OJ" records if there is a related Labor Time Card that is for a closed/finalized order. - Release Date: 6/28/2019
    • Manufacturing
  • In Mfg. Order Maintenance, when adding a new Mfg. Order that has one or more optional sub-assembly, a problem was fixed where the correct sub-assembly component parts were not being added. - Release Date: 6/7/2019
  • In Mfg. Order Maintenance, when adding a new Mfg. Order that has more than one optional component parts, a problem was fixed where you could not select multiple options. - Release Date: 6/7/2019
  • A problem was fixed building manufacturing orders where the Completed Landed Cost Amount was not getting correctly accumulated for partial builds. - Release Date: 5/21/2019
    • Part
  • In Part Maintenance > Warehouse you are no longer allowed to add or update a record for Warehouse 0 - you must enter a non-zero (i.e. real) Warehouse. - Release Date: 6/26/2019
    • Payables
  • Fixed "Create Payables From Receipts" page to mark the Payables Transaction as Reconciled if posting as reconciled. - Release Date: 7/31/2019
  • In Payables > Create Payments, a problem was fixed where you can no longer enter a Discount Taken as a negative amount. Any partial discount taken must be greater than 0 and less than or equal to the Discount Remaining. - Release Date: 7/12/2019
    • Purchase Order
  • An error was fixed in Purchase Order Batch Processing when creating purchase orders from unattached backorders where in unusual situations the page may get an error: "Error in CreatePurchaseOrdersFromUnattachedBackorders" -- which would abort the batch processing. - Release Date: 7/29/2019
  • In Purchase Order Detail Maintenance when editing the Quantity Ordered, a problem was fixed where the Actual Cost and Landed Cost were getting changed back to their default values; overriding the cost that was manually entered previously. - Release Date: 7/1/2019
  • In Purchase Order Receiving, when you partially receive a "Serial Number Required" part using the [Edit] button, the page was incorrectly prompting you for Serial Numbers for the entire Quantity Ordered instead of for the actual Quantity Received. This problem has been fixed. - Release Date: 6/28/2019
  • In Purchase Order Receipt Adjustments, when adding G/L Transaction records to adjust cost of reduced inventory, use Purchasing account and NOT Inventory account (because Inventory account was already cleared by SO reduction offsetting PO receipt). - Release Date: 6/17/2019
  • Purchase Order to Payables Reconciliation will now create Event Log entries when reconciling and un-reconciling a purchase order. - Release Date: 6/12/2019
  • In "Purchase Order to Payables Reconciliation", a problem was fixed where un-reconciling a closed Purchase Order was not marking the Purchase Order Master record as un-reconciled . - Release Date: 6/3/2019
    • Quote
  • When exporting a quote to a sales order, the Quote Detail List Price was not getting copied to the Sales Order Detail List Price. Therefore the sales order detail List Price was zero, and if the order detail Price Type = List then the Selling Price would incorrectly be set to zero. This problem has been fixed. - Release Date: 6/11/2019
    • Receivables
  • The Invoice Transaction Maintenance page was changed to fix a problem where the invoice detail grid was not showing the "Actual Cost Amount" and "Landed Cost Amount" values. - Release Date: 6/20/2019
  • In Receivables Month End Processing, during the "Step 3: Customer Statements" step, if there are no Receivable Statement templates to use then show an error and disable the [Save Statement Distribution] button and [Print Customer Statements] button to prevent the user from continuing. Also, a minor issue was fixed where the selected Template was not being shown on the Saved Distribution group box. - Release Date: 6/20/2019
  • In Receivables Payment Maintenance, when the user clicks the [Close] button and the current customer payment has not been fully applied, show an error to prevent the user from leaving the form. - Release Date: 6/6/2019
    • Sales Order
  • Sales Order Detail Maintenance was changed to not allow Backorder Quantity to be negative value. Also, do not allow Ship Quantity absolute value to be greater than Order Quantity absolute value. - Release Date: 8/5/2019
  • In Add Sales Order (or Add Job Order) several issues were fixed including: * Remove Order Status from the form since new orders should always have Open status. * Fix where Order Contact Name, Order Phone Number, and Order Email Address fields were not correctly tied to the New Record Layout. * Fix so controls that have an "empty" value of "0" are treated the same as "" when checking for required values. Also, the Sales Order "New Record Layouts" page was changed to add Branch Number, Payment Terms, and Sales Rep and remove fields that should not be specified when adding a new order (such as Order Status, Finalized Date, and Closed Date). - Release Date: 7/16/2019
  • The Finalize date was not disabled in Sales Order Maintenance when a user did not have the Job/Sales Order Finalize permission. - Release Date: 6/26/2019
  • The Sales Order module was changed so when closing a sales order the TaxCodeMaster AccountNumber will always be used as the Tax Account for merging to Accounts Receivable. That way, if the user changes the Tax Code on the order, the Tax Account does not need to be updated at that time since it will automatically be set when the sales order is closed. - Release Date: 6/21/2019
  • The Sales Order Detail Maintenance page was changed so before updating the detail record it will check to see if another process changed the Item Status, and if so then notify the user and reload the record to refresh the form. This will prevent a "lost update" problem where the other process modified the record and some of those changes were lost when the user tried to update the old/outdated record values. - Release Date: 6/18/2019
  • In Sales Order Maintenance, the [Copy Order] option fixed a problem where inventory was getting incorrectly partially committing inventory if the entire Order Quantity could not be committed. The Sales Order Copy routine was changed to NOT attempt to commit inventory or create backorders. Instead, the user should use Sales Order Batch Processing when they are ready to commit/backorder for the newly created orders. - Release Date: 6/13/2019
  • In Sales Order Maintenance, when using the [Change] [Order Defaults] option to change Tax Code and sales order detail records get changed, a problem was fixed where the Sales Tax Total Amount was not getting recomputed. - Release Date: 6/13/2019
  • The Sales Order Maintenance page was fixed to update both the Sales Order Master and Sales Order Detail records if the Tax Code gets changed when changing the Customer ID and/or Ship-To Address on the order. The Sales Order Maintenance and Sales Order Quick Maintenance pages were changed to re-compute the order sales tax total if the tax code was changed on any sales order detail records. - Release Date: 6/13/2019
  • A problem was fixed on the "Add Sales Order" page when adding a sales order and overriding with a Manual Sales Order ID, where, if there was a "notify" popup window about a customer over credit limit or past due, that the manual Sales Order ID field would mistakenly get cleared. Note that the sales order was actually getting added with the correct Sales Order ID -- but the on-screen text box was just clearing that field. - Release Date: 5/29/2019
    • Supplier
  • A problem was fixed in Supplier Maintenance where the Default Payment Type for the supplier was not getting set when the supplier form was displayed - which could cause the value to be lost when updating and cause subsequent suppliers viewed to incorrectly set the last specified value. Also, the Add Supplier page was changed so that the Default Payment Type is a drop-down box just like in Supplier Maintenance. - Release Date: 7/16/2019

Changes

  • For "New Record" entry that has a Phone Number and a Phone Number Extension field, if you make Phone Number required, you no longer are required to enter an Extension. - Release Date: 7/26/2019
  • The following pages were changed so when "Order ID Override" is selected the default Order ID radio button will be the "Code" radio button instead of the "Manual" radio button: Add Sales Order, Add Quick Sales Order, Add Purchase Order, Add Mfg. Order, Add Quote, and Warehouse Transfer Maintenance. - Release Date: 7/19/2019
  • The routine that validates email address formats was modified to do a better job of handling invalid email address formats. - Release Date: 5/22/2019
    • Accounting
  • Financial Statements can now be defined using Groups/Ranges on the Financial Statements Group Maintenance page. - Release Date: 5/23/2019
    • Customer
  • In Customer Maintenance, do not allow setting a Customer as Inactive if that Customer ID is a Bill-To Customer ID for any customer. Also, when selecting a Bill-To Customer, only active customers will now be shown in the popup window. - Release Date: 5/20/2019
    • Labor
  • In Labor Time Clock Maintenance, the "Clock Date" field will now be disabled when editing a record or when adding a record for the current date. - Release Date: 7/29/2019
  • The Labor Time Card Maintenance page was changed to sort the "finder" grid by WorkDate Descending and then EmployeeNumber. - Release Date: 7/23/2019
  • The Labor Time Clock Entry page was changed so the "Recent Activity" grid will not show time clock activity beyond today (e.g. in case you have future time clock records for upcoming vacation days). - Release Date: 7/22/2019
  • Labor Time Card Maintenance was changed to allow updating a time card that has been merged/updated to an order that is still open (because you might need to correct a time card and then correct the labor on the order). - Release Date: 6/28/2019
    • Part
  • In Part Maintenance for the [Renumber] option, a "Merge Parts" checkbox was added to allow merging the old part number to an existing part number. If the new part exists and you choose the "Merge Parts" option then the Old Part Number will be deleted after all tables have had the old part number changed to the new part number. - Release Date: 6/26/2019
    • Payables
  • In "Create Payables from Purchase Order Receipts", the Purchasing to Payables Parameter values are now displayed in the upper-right corner of the screen on initial page load and if the user has permission then they can click the [Change Parameters] button to go change those parameter settings and then return to this page. - Release Date: 6/24/2019
  • The Payables Status Inquiry report was changed to group by Supplier ID. So an inquiry by PO can now show multiple suppliers associated with the PO (i.e. normal supplier and freight supplier). The status inquiry now also includes Supplier Total Open Payable Amount as well as the Grand Total Open Payable Amount. - Release Date: 6/11/2019
  • In "Create Payables from Receipts" several changes were made to prevent double-posting. First, when you click the [Post] button now, the button text will immediately change to "Posting..." so if the user accidentally double-clicks, the second click will be ignored since the button text now indicates that posting is already in process. Also, if the Purchase Order Receipt record to be posted already has an Invoice Number (i.e. Invoice ID) then the posting will be skipped since that PO Receipt has already been posted. See OnClientClick for btnPost control for client-side change. - Release Date: 5/17/2019
    • Purchase Order
  • Purchase Order Receipt Adjustments was changed to add a [Find Order] button to find the Purchase Order ID to adjust. - Release Date: 7/23/2019
  • In Purchase Order Receiving, when you use the [Edit] button to change either Actual Cost or Landed Cost, the Purchase Order Detail record will now be updated to reflect those changed costs. - Release Date: 6/28/2019
  • Changed Purchase Order Status Inquiry to add inquiry option by Backorder Type + Backorder ID. Note that this option will only show backorders that are attached to purchase orders. Unattached backorders and backorders attached to mfg. orders will not be included on the Purchase Order Status Inquiry. - Release Date: 6/10/2019
    • Quote
  • New detail items on a quote will now be incremented by 10s. - Release Date: 5/17/2019
    • Receivables
  • Receivables Invoice Maintenance now shows the Tax Code field as a drop-down box instead of as a text box (for compatibility with other pages). - Release Date: 8/6/2019
  • The Credit Manager Inquiry page was changed so if the customer is on credit hold then show the customer hold status and if a credit hold notification exists then show it too. Also, show if customer status is Inactive. - Release Date: 7/19/2019
  • The Receivables Invoice Aging Report now includes an option to age the report by Invoice Date or Invoice Due Date. - Release Date: 7/11/2019
  • Changed "Other Maintenance" page to add an [Add and Continue] button to continue adding detail to the current Reference Number. Also added an [Add New Transaction] button to start another new transaction without closing the form. - Release Date: 6/20/2019
  • In Receivables Payment Maintenance, allow tabbing to Credit Account for Payment Type = M (Misc Payment) only. Also for Misc. Payments, do not show detail grid for payment application or require payment application since Accounts Receivable is not affected by these payments. - Release Date: 6/14/2019
  • In Receivables Payment Maintenance, added a "finder" option to "Find Customer By Invoice" (i.e. the "flashlight" icon to the right of the Customer ID field. - Release Date: 6/14/2019
  • Receivables > Credit Manager Inquiry was changed to add a [Show Summary] button to show Invoice + Transaction Type + Reference Number summary. - Release Date: 5/30/2019
    • Sales Order
  • In Sales Order Maintenance > Change > Order Defaults, each order default field now has a "Change" checkbox next to the field that you will need to mark in order to change the default and/or change any order detail to match the default value. This allows you to change order detail to match the order default even when the order default value is not being changed. - Release Date: 8/5/2019
  • The "Sales Orders & Labor" report data was modified to add "Production Status" and "Production Status Description" and "Is Job Order" as report fields. - Release Date: 7/25/2019
  • The "Add Sales Order" page has been changed so instead of showing a popup notification alert for order holds and having a [Continue] button to continue to sales order maintenance, the page will now show a message that the Sales Order ID has been added with the order hold alert message and a [Go To Order Maintenance] button. - Release Date: 7/22/2019
  • The Add Sales Order (and Add Job Order) page has been changed so if the Sold-To Customer does NOT have a Sales Rep assigned then if the user is flagged as a Sales Rep then the User ID will be used for the Sales Rep otherwise the user's Default Sales Rep value will be used. - Release Date: 7/16/2019
  • When merging labor time cards to a sales order, the Sales Order Detail for the merged labor will now be automatically reduced. - Release Date: 7/10/2019
  • When you click the [Set Prices] option, if the Sales Order Master "Needs Pricing" flag is False and the Order Subtotal is not zero then the "Set Prices" default option will now be "No Changes". - Release Date: 7/8/2019
  • Closing an order in Sales Order Maintenance will now prompt you for the close date. The Closed Date field will always be disabled on the Maintenance page. - Release Date: 6/27/2019
  • Reducing an order in Sales Order Maintenance will now prompt you for the reduced date. - Release Date: 6/27/2019
  • In Sales Order Batch Processing, for the Create Purchase Orders option, added support for a checkbox option to create DirectShip purchase orders. Note that you MUST be processing a single sales order for this to work. - Release Date: 6/12/2019
  • The "Sales Order" ~ "Re-open Order" page was changed to allow re-opening a voided sales order. - Release Date: 6/3/2019
  • New detail items on a sales order will now be incremented by 10s. - Release Date: 5/17/2019
  • In Sales Order Detail Maintenance, clarified error messages when trying to reduce inventory that you can only reduce Open status detail items and cannot reduce line items that are Reduced/Closed. - Release Date: 5/17/2019
  • Sales Order Maintenance has now made the Order Default fields "read only" and so you should use the [Change] ~ [Change Order Defaults] toolbar button to change order defaults. The "Change Order Defaults" popup window now allows you to choose how sales order detail will be updated for changes to order default values. - Release Date: 5/3/2019

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