1WorldSync Customer Community

CommunityJedi22 · ‎02-11-2025

Release 7.4 focuses on backend improvements that will affect how companies can integrate ChannelOnline with 3rd party systems and some key supplier
updates. Find out more about the latest features, changes, and fixes in ChannelOnline in the detailed notes below.
Documents
Account Settings
Advanced Favorites
Salesforce Integration
Supplier Updates
Import/Export Updates
Bug Fixes

DOCUMENTS

Multiple Viewer Notification

Ever wonder if maybe someone else is working on the same document as you? Now you can see which other ChannelOnline user has a document or account
as their most recent document. At the top of the page, a small button icon will show the user’s initials that has the document or account in the
active tab of their session. Internal users are shown in the button with the teal background and storesite users have a green background.

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

The number of different events/changes made to a Quote or Order document that will trigger a Last Modified update has been greatly increased. The following
events now trigger the update:

The global custom field at the header level (when updated via the UI)(will also create a record in the activity log)
The global custom field at the line level (when updated via the UI)
The global custom field at the bundle line level (when updated via the UI)
Ship to address (when updated via the UI)
Delivery method (when updated via the UI)
Bundling/Unbundling items
Sales Order canceled
Payment method (when updated via the UI)
Payment terms (when updated via the UI)
SO (Sales Order Header) Detail Item Note (when updated via the UI)
SOL (Sales Order Line) Description (when updated via the UI)
SOL Item Type (when updated via the UI)
SOL Distributor Changed (when updated via the UI)
Status changes e.g. Open->Submitted Changed (when updated via the UI)

The number of different events/changes at the line level made to a Purchase Order document that will trigger a Last Modified update has been increased.
They include: Item Notes, Quantity, Price, List Price, Warehouse, and Contract Number.

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 to 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

Advanced Favorites

This upgrade comes with:

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 the cart.

SALESFORCE INTEGRATION

Baseline integration functionality established between ChannelOnline and SalesForce for main CRM data synchronization Includes: user mapping, leads,
accounts, contacts, Opportunities, and synchronization job scheduling. Updates:

Dashboard display page that gives transaction, session,n 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 an Order in ChannelOnline.
Improved error logging with log download.
Additional minor bug fixes

Other integration improvements:

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 the Dashboard page to improve the accuracy of transactions and account reports.
For more details please contact our Support Team at cs-col-support@1worldsync.com.

SUPPLIER UPDATES

Supplier View Settings

Added a field to the supplier account record to capture the available credit amount that can be updated along with the supplier-given credit limit
via XML through update_suppliercredit_request.xsd. The update feature is not directly supported by suppliers but is available for use by resellers
that has access to the information. Both fields are editable on the Supplier edit page but available credit is not being tracked or updated automatically.

D&H

Support for the electronic submission of end-user contact data which is required for certain purchase orders.

Westcon/Comstor

Upgraded to real-time Price & Availability. All resellers with Westcom/Comstor enabled will be able to automatically see an inventory breakdown when
they select Live Cost and Availability on the product page or Live Cost on a document.

SYNNEX

Updated support for SYNNEX promotion coverage in both the US and Canada.

Tech Data

When performing a real-time P&A check with Tech Data you can see volume discount pricing when available. This discount will be applied on the PO submit
if it is still within the discount’s pricing window.

IMPORT/EXPORT UPDATES

Updated XML schema can be reached at: https://usm.channelonline.com/schema/7.4/schema.zip

Ability to update Invoice Payment via XML through ‘update_invoicepayment_request’.(https://usm.channelonline.com/schema/7.4/update_invoicepayment_request.xsd)
A special API transaction called ‘update_entity_request’ 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 creation 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), and product 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. The ledger field has also been made available in sales reports.

Reporting
- Added a new Date Type to Sales Reports called Paid Date to run a report based on when documents have been paid.
- Updated StoreSite statistics report that shows multiple (all) customers’ total page views with the details of all the customers broken down
  separately.

Support Cases
- Users can now view support cases that they have logged with the ChannelOnline support team. A new section has been added to the bottom
  of the left control panel called Support. Selecting Support will open up the View Cases section where you will have access to all the
  cases you have logged. You can then filter by date and status.
- A new access right, called “Access to all Support Cases”, was added for managers so they can view all cases for their company.

FIXES

When two Supplier RMAs were created from the same line item both RMA numbers are represented on the link, not just the original RMA number.
Exported Invoices via XML were not properly updating the link back to the SO (linkedItemId) consistently.
The 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 update the Credit Available amount when the 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.
The supplier default contact name is now displaying on Ingram Micro purchase order document header.
Resolved a Shopping Engine Export file generation problem where the file never finishes being built when it includes bundle and configuration
items.