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Treqso Website Release Notes

Treqso Website 1.18.1

New Items

    Accounting
  • Added ability to dynamically print companies, branches, profit centers, and cost centers in the header of Financial Statements. - Release Date: 4/2/2020
    • Admin
  • Added ability to specify an email address that any errors in scheduling will be sent to. This can be found in the Parameters page. - Release Date: 4/3/2020
  • A module drop-down has been added when creating a new package report to more easily find a generic report. - Release Date: 4/3/2020
  • Added ability to dynamically print companies, branches, profit centers, and cost centers in the header of Financial Statements. - Release Date: 4/2/2020
    • Labor
  • Added a grand total for Hours Worked to the Labor Employee Attendance report. - Release Date: 4/10/2020
    • Sales Order
  • Associated quote documents will also be visible in the Documents tab of Sales Order Maintenance. - Release Date: 4/6/2020

Fixed Items

    Accounting
  • The totals in the Bank Reconciliation page were not updating correctly if the amount cleared was at least $1,000. - Release Date: 4/2/2020
    • Admin
  • Scheduled XLS and CSV reports were not being created properly. - Release Date: 4/3/2020
    • Manufacturing
  • Manufacturing Order Detail Maintenance was fixed to disable fields that should not be changed on Reduced or Closed records. - Release Date: 4/13/2020
  • The item status of a detail record in Manufacturing Order Maintenance would always revert back to Open when the Update (or Update and Close) button was clicked. - Release Date: 4/10/2020
    • Payables
  • The Create Payments page was restricting the number of records returned to 1,000 but not informing the user of this. - Release Date: 4/14/2020
  • The totals area in Payables Status Update and Create Payments would not update correctly if an invoice was selected that was for more than $1,000,000. - Release Date: 4/2/2020
    • Sales Order
  • A problem has been fixed where during the Sales Order Close process, if you left the "Ignore un-merged labor" option un-checked (i.e. the default response), it was merging the labor time cards to sales order detail but NOT including that detail in the receivables invoice. This problem was fixed by removing the "Ignore un-merged labor" checkbox and leaving just the warning message. This will allow you to cancel the "Close Order" process and then merge the un-merged labor and possibly even re-run the "Set Prices" option to re-allocate the pricing to include the newly merged labor detail. Then you could re-run the "Close Order" process to close the order with the merged (and priced) labor detail. Otherwise, you could choose to continue the "Close Order" process without merging labor to the order/invoice. - Release Date: 4/9/2020
  • The Payment Terms were only being set from a customer selection when the user was prompted for a shipping address in Quick Entry. - Release Date: 4/3/2020
    • System
  • Editing a printer in Printer Maintenance was not selecting the correct item if it was a network printer. - Release Date: 4/2/2020

Changes

  • Changes have been made to try and include printer trays that were previously not available. - Release Date: 4/3/2020
    • Customer
  • The Customer Labels page has been modified from "Saved Selections" to "Saved Settings" to save all the information (Selectivity, Options, Print) on the page. - Release Date: 4/3/2020
    • Inventory
  • The Inventory Count Process was changed to streamline the "Create Snapshot" process and add support for Saved Settings. - Release Date: 4/8/2020
  • The Inventory Reorder Report, Inventory Order Demand Report, Inventory Suggested Order Report, Inventory Adjusted Stock Status Report, Dead Inventory Report, Set Inventory Levels, and Update ABC Codes pages have been modified from "Saved Selections" to "Saved Settings" to save all the information (Selectivity, Options, Distribution) on the page. - Release Date: 4/3/2020
    • Labor
  • The Merge Labor To Sales Orders, Time Clock Listing, Time Clock Update, Job Labor Barcode Sheet, Employee Daily Time Summary, and Employee Attendance Report have been modified from "Saved Selections" to "Saved Settings" to save all the information (Selectivity, Options, Distribution) on the page. - Release Date: 4/3/2020
    • Part
  • The Part Labels, Part Inventory Labels, and Part Warehouse Labels pages have been modified from "Saved Selections" to "Saved Settings" to save all the information (Selectivity, Options, Print) on the page. - Release Date: 4/3/2020
    • Payables
  • The Create Payments page has been altered to improve the speed in which the list of payments is loaded. - Release Date: 4/13/2020
    • Purchase Order
  • Purchase Order Automatic Reordering was changed to get the Branch Number for the new Purchase Order from the Branch associated with the Warehouse if possible; otherwise get the Branch Number from the default branch of the user creating the purchase orders. That will allow a user to order parts for a Warehouse that is not for that user's branch and still have the Branch Number be correct. - Release Date: 4/9/2020
  • The Automatic Reordering page has been modified from "Saved Selections" to "Saved Settings" to save the Selectivity and Options. - Release Date: 4/3/2020
  • In Purchase Order Maintenance, the [Update Detail] toolbar option was changed to allow you to clear the Needed Date and Expected Date for all detail. - Release Date: 4/2/2020
    • Supplier
  • The Supplier Labels page has been modified from "Saved Selections" to "Saved Settings" to save all the information (Selectivity, Options, Print) on the page. - Release Date: 4/3/2020
    • Vehicle
  • The Vehicle Labels page has been modified from "Saved Selections" to "Saved Settings" to save all the information (Selectivity, Options, Print) on the page. - Release Date: 4/3/2020
  • New fields were added in v1.18.0 to the Update Vehicle from External Text File to update sales order related fields. An additional description has been added to these field mappings to better indicate which area the field belongs to. - Release Date: 4/2/2020

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