ChannelOnline 7.4.0 Release Notes

• Documents
• Account Settings
• Advanced Favorites
• Salesforce Integration
• Supplier Updates
• Import/Export Updates
• Bug Fixes

DOCUMENTS

Multiple Viewer Notification

Product Line Items

Display of discontinued and replacement information on the document line item. To add this product information go to the product edit page from the product
view page for an item.

PRODUCT TABLE IMAGE

Last Modified Triggers

ACCOUNTS

Account Settings

• Added a new email field called Notification Email to Accounts for sending notifications to users or groups that are not the account manager. The
  field is located on the Account company edit page under the assigned personnel and is titled “Notification Email”. To use this added account
  data value, you will need to add the new merge field called <customer_notification_email> to your system generated email templates. Templates
  are located in Admin > System Email > System Generated.
• Customize your customer’s store experience by uploading their logo in the account edit page. The logo will then be available to be used in the StoreSite
  co-brand location in the left hand column layout.

ADVANCED FAVORITES

• Expanded the assigning of Favorites Lists to individual contacts and not just to the company.
• Ability to select an item quantity from the Favorites List before adding the item to the cart.
• On the product page of an item you can see what favorites lists it has been added to by selecting the “Favorites List” sub-tab in the supplier and
  specifications section.
• From the Favorites Admin landing page you can click on the number in the accounts column and go directly to the list of assigned accounts.
• Recycle bin functionality is now included with the Advanced Favorites list page. Restore deleted lists from the recycle bin if needed.

VIEW WINDOW – Add QTY before adding to cart.

SALESFORCE INTEGRATION

• Dashboard display page that gives transaction, session and error count of recently synced items.
• Ability to search and delete previous mappings.
• Support for Custom Item export from the COL document.
• Handling of Object deletion after integration and restoration.
• Mapping support for COL document fields to custom fields in Salesforce: GP%, GP$, Taxed Subtotal, Nontaxable Subtotal, Total Amount.
• Added a trigger to automatically update the SF opportunity to “Closed Won” when the Quote is converted to a Order in ChannelOnline.
• Improved error logging with log download.
• Additional minor bug fixes

• Quickbooks
  • Ability to map suppliers in COL to vendors in QuickBooks with the ability to sync multiple suppliers to the same QB vendor.
• Autotask
  • Import a ChannelOnline document as a PDF onto your Autotask opportunity.
  • Updates to Dashboard page to improve accuracy on transactions and account reports.

  For more details please contact our Support Team at cs-col-support@1worldsync.com.

SUPPLIER UPDATES

Supplier View Settings

IMPORT/EXPORT UPDATES

• Ability to update Invoice Payment via XML through ‘update_invoicepayment_request’.(https://usm.channelonline.com/schema/7.4/update_invoicepayment_request.xsd)
• Special API transaction called ‘update_entity_request’ that allows you to update individual specific fields on documents and account records without
  having to update the entire document. (https://usm.channelonline.com/schema/7.4/update_entity_request.xsd)
• Invoice create for SO documents is now available via the update_entity_request. First either create the SO inside ChannelOnline or via the import_document_request,
  and then use the update_entity_request to either convert to or create an Invoice. (see link above)
• Supplier credit limits can be updated using XML. https://usm.channelonline.com/schema/7.4/update_suppliercredit_request.xsd
• Ability to export only deleted documents via the export_document_request.

New flat file imports have also been added:

• Product Attributes (replacement manufacturer,replacement part number,discontinued (Y/N), andproduct ledger code) can now be added using the new Supplier
  Product Attribute Import. (https://usm.channelonline.com/{shortcut}/home/ImportExport/ASCII/Import/UserGuides/1/27.tsv)
• Favorite list products can be added using import. (https://usm.channelonline.com/{shortcut}/home/ImportExport/ASCII/Import/UserGuides/1/28.tsv)

ADDITIONAL IMPROVEMENTS

• Category breakouts now include separate category listings for the following categories when supporting attribute data is available:
  • From Desktops & Servers: Workstations, Servers, Desktops
  • From CE Options: Cart, Mounting Kit, Desk Mount
  • From Monitors: Medical Grade Monitors

• StoreSite – Added the ability in the StoreSite Admin layout section to disable the legend and to hide the Logout link when users are logged in using
  an outside authentication method (like punchout).
• Ledger Code support for accounting – take your internal accounting ledger codes for product categories, services and labor and map them to supported
  categories in ChannelOnline. Ledger field has also been made available in sales reports.

FIXES

• When two Supplier RMAs were created from same line item both RMA numbers are represented on the link, not just the original RMA number.
• Exported Invoices via XML was not properly updating the link back to the SO (linkedItemId) consistently.
• Line numbering issue on print when using Linked Lines has been corrected, the link number now updates based on the actual line numbers presented in
  the print preview and not the internal line numbering.
• Resolved a browser print issue with the application of red text on product comparison print/pdf conversion.
• Sales Orders, when paid by a check now updates Credit Available amount when invoice is created. The amount of the SO will go against the credit available
  balance and the invoice amount paid will apply back to the available credit balance.
• Supplier default contact name for is now displaying on Ingram Micro purchase order document header.
• Resolved a Shopping Engine Export file generation problem where the the file never finishes being build when it is including bundle and configuration
  items.