LFE Software

SR2129 - Warranty column added to sales order import

SR2131 - Multiple report updates
Lot added to Invoices Sorted by Invoice Number, Stock by Purchase Order and Supplier and Gross Profit Details by Salesperson and/or Buyer. Description and Product added to Open Sales (and variants). Available for sale date added to Stock by Pruchase Order and Supplier. RMA number added to Credit Notes and Credit Notes Detailed (and variants).

SR2134 - Supplier and Customer Part Numbers added to the Purchase Order report

SR2128 - FIXED Unable to add line items to a Customer RMA without add invoice permisions

SR2132 - FIXED Unable to modify existing document messages

SR2123 - Warranties
A new field has been added to sales order and invoice line items to define the warranty period applicable for an item. In the setup section you can define the types and length of warranties available.

SR2124 - Freight Cost Report
A new report has been added to show freight costs associated to ordered and shipped items.

SR2125 - Warranty Exposure Report
A report has been added to show all invoiced items covered by an active warranty.

SR2126 - Export Control
A new field has been added to sales order and invoice line items to attach export control notes for an item.

SR2122 - Improved granularity on data access rules
For sites using scope-level security restictions to limit the number of records a user can access, users will no longer be able to access linked orders that are ouside of the scope. For instance a user goes into one of their invoices, links to the stock log and then tries to link to the PO. The user will now be blocked access to the PO if the supplier is not normally accessible to the user. This also holds true for all links to contact management on the customer or supplier name. Instead of seeing the company name for companies they cannot access, users will see "*** RESTRICTED ***".

SR2115 - Payment due date added to printed invoices

SR2119 - Supplier name added to Gross Profit Details for a Salesperson and/or Buyer report

SR2116 - FIXED Files exported to Excel are in read-only format

SR2117 - FIXED Empty credit note causes errors on Summary Shipped Sales reports

SR2118 - FIXED Unable to add stock to Supplier RMA when quality control notes have line breaks

SR2121 - FIXED Gross Profit for Sales Person/Buyer report including allocations not purchased by selected buyer

SR2092 - Shipping account number added to printed purchase orders

SR2095 - Date Available for Sale field
A new field has been added to the stock record to set the earliest date that a part could have been sold/shipped. This can be useful when parts are received but must go through testing/modification before being available to the sales team. When left empty, the date received is used.

SR2096 - Purchase order number added to Stock Valuation report

SR2097 - Summary Gross Profit by Supplier report
This new report shows the buy, allocated buy, sale and profit totals by supplier based on the available for sale date range selected. This report is located in 1. Management - E. Purchasing.

SR2098 - Product Purchasing Comparison Report by Month/Quarter/Year
These new reports display the total buy amount for each product by period. The month report shows the previous 12 months, the quarterly report shows the previous 8 quarters, and the annual report shows the last 5 years. This report is located in 1. Management - E. Purchasing.

SR2099 - Contact email, contact phone number and company type added to Contact Management Mailing List report.

SR2100 - Days Since Last Received PO by Supplier report
This new report lists the number of days since a purchase order has been received from a supplier. This report is located in 1. Management - C. General.

SR2101 - Company type added to Days Since Last Invoice reports

SR2109 - Support for Internet Explorer 9 added

SR2111 - Page caching disabled
Trade24/7 will no longer use browser page caching to make sure that all users are always running of the most recent versions of all files. This will avoid having to empty browser cache after every upgrade.

SR2112 - Purchase Order Totals by Supplier report
This new report Lists the total value of all posted purchase order items due during the selected date range. This report is located in 3. Purchasing - C. General.

SR2093 - FIXED Pressing refresh icon next to dropdown lists empties the list instead of refreshing it.

SR2104 - FIXED Creating a new division doesn't copy the company's country name

SR2106 - FIXED Error on shipping and receiving when page is open for more than 5 minutes

SR2107 - FIXED Save confirmation not displayed in invoices

SR2108 - FIXED Intermittent "Maximum number of licences" error when connecting via server name on IPv6 networks

SR2110 - FIXED Addresses not formatted correctly on Debit Notes and Packing Slips printouts

SR2026 - Support for all character sets
All modules have been updated to support the character sets of all languages. This will allow users to enter data using any language. To enable this functionality, you must first set the "Use Unicode" option in the Trade24/7 setup screen.

SR2081 - Sourcing results from Contact Management companies
When sourcing a requirement, users can now add results from Contact Management companies, in addition to Vendors and Distributors. Adding a sourcing result using the new method will generate a Trusted Stock entry (instead of an offer), but will avoid having to double enter supplier details in both Venddors and Contact Management.

SR2084 - Customer billing details added to Days Since Last Invoice reports
The city, state, county and country have been added to these reports.

SR2087 - Quarantine status added to Stock Valuation report

SR2088 - Invoice header only used on invoices
The proforma invoice, packing slip and debit note now use the standard header for printouts and emails.

SR2089 - Company Type added to Companies and Xontacts Not Contacted reports

SR2090 - Part description added to Invoices Sorted by Invoice Number and Gross Profit Detail by Salesperson or Buyer reports

SR1922 - FIXED Unable to transfering service items from quotes to sales orders

SR2077 - FIXED Latest Java Runtime Engine is not compatible with Trade24/7

SR2083 - FIXED Error when receiving a purchase order with a location longer than 10 characters long

SR2034 - STMP authentication support added to manual and auto import programs
The import programs now support connecting to SMTP servers that require authentication.

SR2043 - Batch delete of purchase order and sales order line items
Pressing the delete button at the top of the order screen will delete all the unallocated, unreceived and unshipped line items from purchase orders and sales order. Any line items that is partially allocated, received or shipped will have its quantity reduced to the required amount. This will avoid having users to manually delete each line item in order to cancel an entire order.

SR2068 - Internal instructions have been added to the Pick Sheet report

SR2069 - Transit times added to shipping methods
A new field has been added to transit methods to account for transit times (in business days). This fields is used to calculate when an order should be shipped to arrive at the customer by the requested delivery date. The pick sheet will determine which orders are due to be shipped by subracting the number of transit days from the date promised.

SR2072 - Summary Open Sales, Booked Sales and Shipped Orders by Customer and Salesperson
The following three reports have been added: Summary Open Sales by Customer and Salesperson, Summary Booked Sales by Customer and Salesperson and Summary Shipped Orders by Customer and Salesperson. To enable access to these reports you must assign them to the desired security groups.

SR2073 - Customer's billing location added to Invoices sorted by Invoice Number report

SR2074 - Quality control notes added to receiving confirmation emails

SR2082 - Country of Manufacture field added to printed invoices and packing slips

SR2064 - FIXED Invoices do not print properly aligned to fit in standard windowed envelopes

SR2070 - FIXED Summary Open Sales Order report not displaying correct numbers in some cases

SR2078 - FIXED Currency not filling in by default when creating a customer requirement

SR2079 - FIXED Country name not selected when opening an existing country record

SR2080 - FIXED Misaligned link to vendor drop-down list on the buy tab of Contact Management

SR2053 - Added purchase order number and product to Received Customer RMA's With Reason report

SR2055 - Added country to Customer List report

SR2059 - Added product to GP Details for a Salesperson and/or Buyer report

SR2063 - Added buyer to Stock by PO and Supplier report

SR2066 - Added date received to GP Details for a Salesperson and/or Buyer report

SR2067 - Changed date format in all reports to allow for proper sorting when exported to Excel

SR2052 - FIXED Open Customer RMAs for a Customer with Reasons displaying list of sales people instead of customers

SR2056 - FIXED Customer link in Customer RMA is linking to the wrong customer

SR2057 - FIXED Allocations lost when saving purchase order header on partially received orders

SR2060 - FIXED Error on Gross profit for a Salesperson or Buyer report

SR2061 - FIXED Stock by Purchase Order and Supplier is duplicating lines

SR2036 - New Email Log Report
The Email Log report lists the details of all emails generated by Trade24/7 within the last year. It is located under "6. System - B. Users". Please note that the logging will start with all emails sent after the upgrade to version 3.6

SR2040 - New Option to Cascade Only Landed Costs on Received Purchase Orders
When updating received purchase order line items, users will now be prompted whether to cascade all changes or just the landed cost deatils. This feature can be useful when only costs need to be updated without overwriting changes to part details made on stock or invoice records.

SR2044 - Customer PO Number Added to all Invoices Sorted by Invoice Number Reports

SR2045 - Cutomer Number Added to Days Since Last Invoice by Customer Report

SR2047 - Online Mode for Transferring Contact Management Records
When using the transfer data option in contact management to transfer data from one record to another, you will now have the option to do the process in online mode. This will trigger the transfer process immediately and does not require any additional process to be running on the server in the background. This is the suggested method to use unless your contact management records has large amounts of trusted stock entries against it.

SR2049 - Trade24/7 is Now Compatible with Windows Server 2008

SR2030 - FIXED Cancelling receipt of a stock item that has been split does not delete the split stock item

SR2039 - FIXED Timeout on purchase order report on large purchase orders

SR2041 - FIXED Services are showing up on Stock by PO and Supplier report

SR2042 - FIXED Unable to transfer a requirement to a quote or quote to sales order with a # in it

SR2046 - FIXED Linking to history when searching on multiple items does not return any results

SR2048 - FIXED Unable to run reports for customers/suppliers with & in their name

SR2051 - FIXED Unable to export reports to Excel when running Trade24/7 under HTTPS

SR1997 - New Email Module
The emailing module has been rewritten to support SMTP servers that require authentication and SSL. This should resolve most of the issues surrounding sending emails through Trade24/7. Before installing this new module, your server must have version 2.0 of the .NET Framework installed and all the required SMTP authentication information for your email server.

SR2028 - Purchase Order Terms on Receive PO Screen
The terms of the purchase order are now displayed on the receiving screen to allow the receiving department to verify the deatails against the supplier invoice, to help catch billing errors as early as possible.

SR2032 - New Fields Added to the Mailing List Report
The supplier number, customer number and the salesperson's name has been added to the mailing list report to allow users to perform more complete mail merge functions with the output. At the same time the error on the company type filter has been corrected.

SR2024 - FIXED Not all corresponding stock items are created when importing a purchase order from Excel.

SR2029 - FIXED Unable to add a sales order item from a quote when the part number has a # in it.

SR2031 - FIXED Unable to export reports when the title has an apostrophe.

SR2022 - Import Sales Order from Excel
A new option has been added to the sales order screen allowing users to batch load multiple line items to a sales order directly from an Excel file. This feature is especially useful for very large orders and provides a high degree of data validation and detailed error handling to ensure that all line items pass through all the necessary checks before being added to the order.

This feature can be accessed by clicking the "From Excel" link under "Add new line item" menu in the Open Sales Orders module.

SR2013 - Stock by Purchase Order and Supplier Report
A new report has been added to "5. Stock - A. Stock Management" that displays stock items with the relevant purchasing information. The results can be filtered to show only stock on hand or on order, as well as stock available for sale.

SR2014 - Purchase Order # filter and Supplier Part # column added to the Goods Received Report
The report can be found in "5. Stock - C. Receiving".

SR2015 - Product Filter and Column Added to the Invoices Sorted by Invoice Number Reports
The reports can be found in "4. Invoicing - A. Invoices".

SR2021 - Terms Column Added to Purchase Orders Due In Report
The reports can be found in "3. Purchasing - B. Open Purchase Orders".

SR1978 - FIXED Issues with drop down selection lists when using Microsoft Internet Explorer 7

SR2017 - FIXED Erroneous error message when receiving orders with more than one line item
In certain situations, using receiving multi-line purchase orders would warn the user that they are about to over-receive stock, even when all quantities are within the outstanding amounts.

SR2019 - FIXED Homepage using incorrect date for exchange rate calculations for credit notes
The homepage was using the credit note date instead of the reference date for determining the exchange to use for transactions not in the home currency. This could, in some case, result in calculations that would no correspond to other reports.

SR2023 - FIXED Receiving large purchase orders causes the confirmation email subject to be too long
The receipt confirmation email subject has been changed from listing all the part numbers received to suppling just the basic information about the order received to avoid long subjects. The part numbers received are still listed in the body of the email.

SR2012 - Import Purchase Order from Excel
A new option has been added to the purchase order screen allowing users to batch load multiple line items to a purchase order directly from an Excel file. This feature is especially useful for very large orders and provides a high degree of data validation and detailed error handling to ensure that all line items pass through all the necessary checks before being added to the order.

This feature can be accessed by clicking the "From Excel" link under "Add new line item" menu in the Open Purchase Orders module.

SR1905 - Booked Sales Order Report
A new report has been added to "1. Management - A. Booked Sales" that lists allocated sales, allocated purchases and gross profit for sales orders booked within the selected date range.

SR1920 - Default Shipping Weight Units
A new system property has been added to identify the default weight units to use when shipping orders. This setting can either be LBS or KGS.

SR1970 - Gross Profit Credited for a Salesperson and/or Buyer Report
A new report has been added to "1. Management - D. Credit Notes" which can be used to assist managers to quickly view and validate order details and G.P. calculations. It details each line item where a user was either the salesperson or buyer (or both) on the order linked to the credit note, and displays all cost, shipping and credits against it. This report can be very beneficial for calculating commissions. This report is the credit note equivalent to the Gross Profit Details by Salesperson/Buyer Report released in the previous version.

SR1973 - Product Managers
A new field has been added to the products setup screen allowing users to identify the product manager who should be automatically notified by email whenever that product is received or shipped.

SR1998 - Email Proforma Invoices
The option to email the proforma invoice has been added to the sales order print menu.

SR1999 - RMA and Credit Note Details in Company Profile Report
Credit note, Supplier RMA and Customer RMA details have been added to the company profile report within contact management.

SR2003 - Contact Management Mailing List
A new report has been added to "1. Management - C. General" to generate mailing list from the contact management database. The report will list all companies and contacts with their billing address details.

SR2006 - Reference Number Field Added to Purchase Orders
A new field has been added to the purchase order screen allowing users to enter a reference number. This field can be used to store the supplier's sales order number, accounting package order number or any other internal reference number. This number will be included on the purchase orders.

SR1993 - FIXED Only first line item details included in received purchase order notification email.

SR2011 - FIXED Linking to received customers RMAs from within a contact managment record links to received pruchase orders instead.

SR1931 - Alternate Name or Alias for Contact Management Entries
A new field has been added allowing users to identify an alternate name for a customer/supplier. When searching by company name in any screen, the search will return any matches found in either the company name or alternate name field. The will enable users to easily locate companies that have changed names recently, are known under multiple names, or have operate with abbreviated versions of their real names. This will also help avoid creating duplicate contact management records for the same company.

SR1932 - Gross Profit Details by Salesperson/Buyer Report
A new report has been added which can be used to assist managers to quickly view and validate order details and G.P. calculations. It details each line item where a user was either the salesperson or buyer on the order (or both), and displays all cost, shipping and sales charges against it. This report can be very beneficial for calculating commissions.

The report is located in section "1. Management 2. Shipped Sales". To run the report, you will need to enable acces to it in the Setup --> Security Groups section.

Some important notes on this report:

1. When a user is both a buyer and a salesperson on an order, the line item will appear twice (once for each transaction type);
2. This is the first report which takes the total freight cost and charge and apportions it out to each line item on a pro-rated basis. This method will be used more frequently in future reports.

SR1933 - Purchase Order Report
In the purchase order screen, a new report has been added to the print sub-menu which generates a purchase order report analagous to the sales order report in sales orders. For each line item it will detail all the receipt and allocation information and will calculate a total GP value for the purchase order. This report will serve as a valuable tool for assessing the profit made off individual purchase orders.

SR1937 - Bulk Receive Purchase Order Items
In the receiving purchase order screen, a new link has been added to allow users to receive all outstanding quatities of all line items to a single location. Activiating this function will cause the system to prompt for a location, followed by a confirmation message. This function will save a substantial amount of time for users in receiving by eliminating the number of repetitive clicks and key strokes required to receive large purchase orders to the same location.

SR1940 - Credits on Homepage
The loss incurred by credit notes are now visible to the user directly on their homepage, just beneath the shipped and booked orders GP calculations. The current and previous month's loss is displayed and will enable users to get a full picture of their GP directly from their homepage.

SR1965 - Printing Proforma Invoices
A new link has been added to the sales order print sub-menu to generate proforma invoices for all sales orders, regardless of the terms or payment status. The print menu option will now always generate a sales order.

SR1977 - Partially Received and Multiple Receipts Purchase Order Line Items Report
A new validation report has been created to allow users to quickly identity potential errors in landed cost calculations. Often, when purchase order line items are partially received or received in multiple shipments the original shipping cost entered when placing the order might not reflect the actual cost (i.e. flat shipping fee regardless of the number of shipments, or lower shipping costs due to smaller deliveries). This report is the first in a series of new reports aimed at assisting data managers to easily track down erroneous data and ensure data quality, especially during month-end procesing. The report can be found under "7. Validation A. Purchase Orders".

SR1921 - FIXED Error saving a supplier RMA line item with non-numeric data in the reference number field.

SR1927 - FIXED Unable to print invoice with allocations shipped from locations containing "&" character.

SR1969 - FIXED Cost information is not copied to the credit note when adding a line item from a customer RMA.

Invoices Sorted By Invoice Number reports. The customer number has been added to all three reports in this grouping (all, by customer and by salesperson).

All embedded references and links to application support changed to LFE Software.

Master Parts List. A new module has been added to the commodity menu to allow users to maintain a master list of part numbers with minimum stock levels and default part details. This list can be used to:

• set up notifications on the homepage to forecast when parts will need to be reordered to maintain required quantities
• maintain a list of accepted alternate parts, which is used by the sourcing engine to automatically locate equivalents
• speed up the process of ordering and selling regular inventory by allowing to add line items directly from the list

FIXED - The miscalculation of the shipped sales total on the homepage has been corrected.

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.

Importing Aging Information from Accounting Systems. If your accounting system is able to export aging information then contact a member of the LFE Software 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.

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.

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.

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.

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.

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.

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.

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.