At RedEye Solutions, we are constantly working hard to evolve Trade24/7 to keep up with the latest trends and customers' feeback. This section contains the list of all the new features, system enhancements and bug fixes for each version of Trade24/7. As all updates are cumulative, any version contains all updates listed in its "What's New" section as well as those for every previous version. Please select any version from the list below to see what updates were released with that version. Version 2.13 Version 2.12 Version 2.11 Version 2.10 Version 2.9 Version 2.8 Version 2.7 Version 2.6 Version 2.5 Feel free to contact a support specialist at RedEye Solutions for more information.
Version 2.13 Sourcing results in the Customer Requirements screen, as well as the Add From Sourcing Results screen, now show the price in the quoted currency as well as your base currency to facilitate comparing supplier prices. Please note that only offers with a currency selected for which you have supplied an exchange rate for will be converted. Days Since Last Invoice reports. Two new reports have been added that show the number of days that have passed since you last invoiced a customer, or a specific contact at a company. These reports can be found in 1. Management C. General can be used as good indicators as to how active a particular approved customer account is. The report can be filtered to to exclude customers that have never been invoiced and to only show accounts for a sepcific salesperson. System Maintenance Module. This new module will contain all future data maintenance functions of the Trade24/7 system and is accessible from the Setup menu. Transfer All Customers From One Salesperson to Another. This function is accessible via the new System Maintenance Module and allows you to re-assign customer accounts from one salesperson to another one or to no one (by leaving the target salesperson blank). Batch Closing Open Quotes. You can now close open quote line items from the open quotation search screen by selecting the quotes using the checkboxes and pressing the close icon. You will be prompted for a reason to close the items. Please note all open line items for the selected quotes will be closed, not only the selected items. For instance, to close all open quotations in the month of December (1) Search by date quoted using "01/12/2004 to 31/12/2004" as the search filter, (2) Press Search, (3) Check the box at the top to select all the items, and (4) press the close button. Previous Year and YTD Sales in Contact Manangement. In the Sell tab of the Contact Management screen there is a link called Spending Totals which, when clicked, will display the amount of money in base currency that the selected customer has spent with you in the previous year and the current year. These amounts do not include shipping or taxes. FIXED - Copy Service was not working properly. The information was being copied but the allocations to the service were lost. FIXED - The Pick Sheet Detailed report was not showing the value of the line item in base currency. This has been corrected and teh column is now totaled at the end of the report. FIXED - The "Sorry you do not have permission..." screen did not have a back button. A link to go back to the previous screen has been added. Version 2.12 Importing Aging Information from Accounting Systems. If your accounting system is able to export aging information then contact a member of the RedEye Solutions team to set up the automatic import of the data to your customer records in Trade24/7. Balance Field in Contact Management. A new field has been added to simplify determining customer outstanding balances. This field is automatically calculated by the system based on the sum of Current, 30 Days, 60 Days, 90 Days, 120+ Days. Intrastat Reports. The total quantites of each commodity have been added to all the Intrastat reports to conform with the requirements of certain countries. Outstanding Payment Reports. Two reports have been added that are linked to the payment received flag on invoices. The first is Customer Statements which reports all outstanding invoices for the selected customer. The other is Oustanding Customer Invoices which lists all oustanding invoices for all customers. Both of these reports can be found under section "4. Invoicing - A. Invoices". Contact Email List. This new report allows you to generate contact lists for customers, suppliers or all companies filetred by country (optional). This report is located in "1. Management - C. General". F.O.B. Field. A new field has been added to purchase orders called F.O.B. and shows up on the printed orders. Version 2.11 Buy ratings for suppliers are now displayed on the contact management search screen and sourcing to ease the task of determining the reliability of a stock offer. On Time Delivery Reports. Two reports have been added to "1. Management C. General" to evaluate how many orders have been received or shipped on time. The Supplier On Time Delivery report shows how many purchase orders line items were received on or before the delivery date. The Customer On Time Delivery report shows have many sales orders line items were shipped a day before the promissed date or earlier. Remember to give the appropriate user groups permission the reports. Intrastat Reports. The task of preparing the Intrastat reports has been facilitated by new reports located under 1. Management C. General. The four reports are for EEC Arrivals (Purchases), EEC Arrivals (Customer RMAs), EEC Dispatches (Sales) and EEC Dispatches (Supplier RMAs). The reports show items that have been imported/exported to EEC countries sorted by country and commodity code. Goods Valuation Reports. The Receviced Goods Valuation and Shipped Goods Valuation reports show the number of orders received/shipped by country with a total value. They can be accessed in the "1. Management C. General" section. Sourcing Links Reviewed. All the sourcing links have been tested and updated to repair broken links and a few links were replaced. The new links added are NetComponents and Fish-IC. Report Subtotals. The reporting module has been enhanced to support subtotals. The first reports developed with this functionality are the new Intrstat reports. Version 2.10 Stock Data Entry Screen. Adding multiple lines in stock is now easier with the new data entry screen. This screen will allow you to enter basic part information for up to 20 parts at a time, enabling you to enter full lots of stock in less time. To give users access to this screen (located in the Commodity menu) they must have permissions to add stock items. Invoice Payment Status. A new field has been added to the invoice screen allowing you track if payment has been received. Unpaid invoices will show up as "Payment Pending" in the invoice search screen. All invoices for sales orders with terms that are defined as requiring payment in advance and have been marked as paid in the sales order will automatically be marked as paid. Only users with access to mark order as paid can modify this new field. Emailing Packing Slips. You can now email packing slips to customers to confirm that orders have been shipped. To email a packing slip simply select "Email packing slip" from the print menu of the invoice screen. Tighter Data Security. You can no longer use the select/copy/paste features of Internet Explorer to extract data from the application screens. Printing has also been completely blocked (excluding printing via the print menus). Editing Received Purchase Orders. When editing received line items and selecting to update linked stock the location and quality control notes will not be copied, to avoid overwritting updated information in the stock screen. To update those fields in stock just click on the "Show Stock" link and update the information in that screen. Customer and Supplier Numbers. All printed documents now display the customer or supplier number entered in the contact management screen for easier cross-referencing with you accounting system. Daily Customer Requirements Reports. Three new reports are available to track daily customer requirements activity (Totals, Summary and Detailed). The reports are located under 2. Sales - D. Requirements. Remember to give the appropriate user groups permission the reports. System Help Files Updated. Many help files have been updated and some missing help filed have been added. More to come. Export Flag in Contact Management. A new field has been added to the buy tab in contact management to indicate if the trusted stock for that company should be included when generating the trusted stock export file (coming soon). By default all companies are set to be exported. FIXED - Last modified date is using the user's local time zone instead of the central server's time zone setting. In most cases this doesn't make a difference and only affected companies with offices in more than one time zone. FIXED - Completed calls not being written to the communication log. When scheduled calls are marked as "complete" they will be entered into the communication log. The notes of the scheduled call will be saves in the notes field of the log item. Please note that the automated log entry cannot be edited. FIXED - Data not saved in the correct fields when editing a customer RMA line item. FIXED - Divide-by-zero error on Booked Sales Order report. The division and customer versions of this report were open to a potential divide-by-zero error which has been corrected. Version 2.9 Exporting Invoices to Accounting Systems. A new field has been added to invoices to indicate whether they have been exported to an accounting system. It can only be modified by users who have been given access to do so via the new permission added to the invoices section of the security groups screen. There is also a new System Proporty allowing you to lock exported invoices to avoid edits after export. This will eventually tie in to the automated invoice export routines that can be developed for you by our team. Tax Code Mappings. You can now map Trade24/7's taxes to your accounting system's tax codes using the new fields added to the Taxes setup screen. This will eventually tie in to the automated invoice export routines that can be developed for you by our team. Purchase Requisition Reports. New reports have been added listing all posted sales order items that are not fully allocated. There is one report for all orders, one for a single customer and one for a sales person. These reports can be found in "3. Purchasing D. Requisitions". Do Not Import field on vendor screen. This new field allows you to specify whether or not emails from online services should be imported for this vendor. When set to "no" any email will be skipped but stock disks will still be imported. This field only works in conjunction with the forthcoming version of the Auto Import program. Company Address Book permissions clarified. The wording of the permission has been updated to make the functionality clearer. To be able to view all users for all companies then the Company Address Book permission should be checked. To allow access to company-only users then the Users View permission must be granted. Company Profile Report permissions. A new secuirty permission has been added for the ability to access the company profile report from contact management. This new permission is located under the Contact Management section in the Security Groups screen. Adding a new customer RMA line item from the invoice allocations now inserts the details about the allocation instead of the invoice line. FIXED - The first line item on the Received Customer RMA screen is overlapped by the header, making it unaccessible. FIXED - Email popup window too small on Windows XP. FIXED - Unable to email debit notes or wrong debit note being sent. FIXED - Today's scheduled calls showing twice on the homepage. FIXED - Unable to edit a partially received purchase order line item without having access to editing historical purchase orders. FIXED - Unable to delete trusted stock item from the sourcing screen. FIXED - Editing a posted sales order service line item causes loss of allocation information. FIXED - Unable to delete quotations that have no line items. FIXED - The plus sign (+) of date codes are not being copied over when creating new customer RMA line items. FIXED - The columns are not mapped properly in the customer RMA allocations screen and the quantity shipped column is showing "NaN". FIXED - Summary Shipped Sales Orders report by Division does not work when shipping costs are not included. FIXED - Summary Shipped Sales Orders report by Division and Customer includeing credits do not work when there are credits for a division/customer without any corresponding invoices for the report period. Version 2.8 Adding new items to selection boxes "on the fly". Every select box now has a refresh icon next to it to allow you to refresh its contents to account for changes made in another window or by another user. This enables users working with multiple Trade24/7 windows to add missing entries without having to exit the current screen and, thus, losing their changes. Customisable printed documents. Two new fields have been added to the company setup screen allowing users to customise what font should be used for printed documents, as well as the font size. The default is Verdana 7pt, but some companies may prefer to make the font size larger for clearer faxing. Homepage Warehouse view enhanced. "Orders ready to ship" and "Orders due in now" show orders within the next 7 days to allow for easier tracking of warehouse activities over the next week. Customer Number and Salesperson fields have been added to the Customer List by Salesperson report. Product and Description fields have been added to the Stock Valuation report. Product, Package and Currency selection boxes now show the description (no abbreviations). As well, the lists are now sorted by description for easier lookups. Directory entries now have Phone, Fax and Email fields on the Directory Details window. This avoids users having to create "dummy" contacts to be able to store these details when there is no contact for the directory entry. FIXED - Running the Customer List by Salesperson report with no salesperson selected returns all companies listed in contact management. Running the report now, with the same options, will only return companies approved to sell to. Version 2.7 Upload files and attachments. A new module has been added that enables you to upload any file type to a central respository on the server (new menu item Status->Files) or to attach any file type to most entities within the system (stock, customers, suppliers, vendors, manufacturers, stock, sales orders, purchase orders, received orders, RMA's, as well as most of the setup screens). This means you can attach a variety of useful documents to the data records (pictures of received stock, line cards, scans of customer purchase orders, supplier invoices, airway bills, etc). Shipping costs and charges in gross profit calculations. There is a new system property has been added which allows you to configure whether shipping should be factored into GP calculations. This property directly affects the homepage statistics and sales order report. The summary reports now have an option to include/exclude shipping costs and charges but the option defaults to your system property setting. All other reports do not include shipping. Companies/Contacts not contacted report. Two new reports have been added to "1. Management C. General" to list companies or contacts that have not been contacted since a selected cutoff date. This report will output the entries that have had no activity logged against. There is also an option to include/exclude entries that have never been contacted. Stock Count report. This reports lists all the fields required to perform an accurate manual stock count including two extra columns for physical counts and notes. This report can be found under "5. Stock - A. Stock Management". Sorting order on the Stock Valuation report. The report is now sorted by value and then part number. Communication Log for a User report. This reports shows all communication log entries for the selected user withing a spcified date range. There is also the option to include/exclude automated system entries (New Sales Order, New Purchase Order, etc...). This report can be found under "1. Management C. General". Delete doubles timeout errors on deletes are not critical enough to report. Emails will no longer be sent if a timeout occurs. Restoring deleted entries. When records are deleted in most modules the records are not deleted permanently but are marked as deleted in the database. You can now view these deleted items and have the option to restore them. The permissions required for restoring are the same as adding. The modules that have this functionality are: Contact Management, Companies, Divisions, Security Groups, Users, Warehouses, Countries, Currencies, Products, Shipping Methods, Taxes, Terms, Company Types, Communication Log Types, Packages, Reasons and Salutations. Upload company and division headers. Both the company and division setup screens now have the option to upload the standard and invoice headers. This aviods having to manually copy the headers into the proper folder location on the server and allows for easier remote administrator of the system. FIXED - Account field on invoice is not as long as on the sales order. This was causing errors when trying to ship a sales order with a shipping account number longer than thirty characters. All account number fields have been standardised throughout the system. FIXED - Clicking the header image on either the company or division setup screen yield a page cannot be displayed error. FIXED - Work time for a scheduled task does not have 0 as an option. FIXED - Summary Shipped Sales reports GP miscalculation. FIXED - "View Receipt" link from an invoice is not functioning. When expanding an invoice line item to view the allocations, most allocations are showing "View Stock/Log" instead of "View Receipt". Those that show "View Receipt" are linking to a received PO that is in no way related to the parts on the invoice. FIXED - Delete doubles daily status report almost always times-out. The timeout has been extended to make sure that the report can run successfully. FIXED - Unable to tab into the quantity shipped field when manually adding invoice line items. FIXED - Unable to add a supplier RMA line item when the part has a line break in the quality control notes. Version 2.6 Export reports directly into Excel. All reports are now exportable to Excel via the export button that has been added on all reports (next to the print button). System Properties setup screen. From this page you are able to configure Trade24/7's settings such as session timeouts (how long inactive sessions remain open - default is 30 minutes) and last contacted alerts (after show many days should a contact be flagged in red - default is 30 days). Sourcing requirements on full or base part number. Now when you chose to source a requirement, you will be prompted whether to search on full or base part number. Last 5 Companies Accessed homepage tile. Every time you access a company in Contact Management, it will be added to this most recently accessed tile available from every homepage view. Summary reports by customer. Three new reports have been added: Summary Booked Orders by Customer, Summary Open Orders by Customer and Summary Shipped Orders by Customer. To access the new reports you will need to edit the user permissions. Multi-window browsing. Advanced users can now work with multiple Trade24/7 screens easily by selecting New Window from the Status menu. All city entry fields have been expanded to accomodate longer city names. The new character limit is 30 characters. Etrack now uses DSN-less connections as its default setting. Non-standard select box lookup functionality has been disabled. FIXED - GP miscalculation on Statistic homepage tile. Sales orders that were partially shipped against multiple allocations or partially shipped with multiple outstanding allocations would yield discrepancies on the GP calculations. The problem was isolated to the homepage, all other GP reports were accurate. FIXED - Select box values not reverting back to deafults after pressing Add New. This problem was originally reported for the Stock screen but affected certain select boxes system wide. FIXED - Vendor and Directory contact summary details on left side of screen are white and illegible instead of black. FIXED - Adding a new sales order line item "From Sales Orders" shows sales orders with no line items. Selecting an orders with no lines yields an ASP error. The same error ccurs with adding new purchase order line items "From Purchase Orders". FIXED - Shipping and receiving email notifications raise errors Seven if the transaction has completed. If an SMTP error was encountered when trying to send the email notifications, the products would still be shipped or received properly, but the user would get an error which was interpreted as a failed transaction. If email notifications cannot be sent the transaction runs through and no longer returns an error. FIXED - Continued failure to send Delete Doubles Daily Status Report causes too many emails to be sent to the system administrator. The Delete Doubles will now only try to run the Status Report once a day, whether it failed or not. FIXED - Duplicate logins from different terminals raises errors when using non-standard HTTP ports (anything other than port 80). FIXED - Etrack "Use default template" is not pointing to the correct path. FIXED - Adding a new sales order line item "From Sales Orders" and selecting a service results in miscalculated GPs. Services can only be added now from the "From Services" menu item. The "From Sales Orders" option will only show products. FIXED - All open sales orders reports are using the exchange rate on the date ordered instead of the current one, which could, in some cases, be different. This affects the GP calculations on the following reports: Summary Booked Orders (by Customer, Division and Salesperson), Summary Open Orders (by Customer, Division and Salesperson), Open Sales Order (Standard and for a Salesperson) as well as the Company Profile Report and the Statistics tile on the Homepage. Version 2.5 New version of the Delete Doubles with automated email notifications, flexible configuration options and detailed status and progress indicators. Once upgraded, please make sure to review the configuration screen as old settings will not be migrated. Automated database upgrades. The Trade24/7 Installer automatically runs all required database upgrades during the upgrade process. The only requirement is that the Task Manager is properly configured with the database connection information and path to the upgrade files. Tax rates on printed documents. All documents dealing with taxes (invoices, sales orders, credit notes and debit notes) now show the tax rate next to the tax name (ex: VAT @ 17.5%). FIXED - Manual Import Wizard does not show sample records if the first column is empty.