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Version 4.0 Build 36.05 Summary
25 New, 17 Fixes, and 9 Miscellaneous features Released on 05/09/2008

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New Features - Build 36
 1. QuickBooks 2008 Canada is now supported!

 2. QuickBooks 2008 Canada (multi-currency version) is now supported! Starting with 2008, there are two versions of QuickBooks Canada. The primary version uses the new unified QuickBooks SDK and does not support multi-currency. This is the version that is widely available. There is also a multi-currency version which is now only sold direct to consumers over the phone.

 3. QuickBooks 2008 UK is now supported!

 4. Ingram Micro Belgium Real-time Pricing & Availability is now supported!

See a screenshot/video of this feature


 5. Updated QuoteWerks to support the new real-time URL that Ingram Micro has implemented.

 6. Added an [Export to Clipboard] button on the File|Open menu. Now, you can export any results of searches to the clipboard.

See a screenshot/video of this feature


 7. In the View|Customize columns window, you can now drag items up or down to change their order instead of having to repeatedly use the [Move Up] or [Move Down] buttons.

 8. In the Customize Product columns window, you can now drag items up or down to change their order instead of having to repeatedly use the [Move Up] or [Move Down] buttons.

 9. In Tools|Export to Clipboard and Tools|Export to Excel double-clicking in the Columns Available list now adds the column to the Selected Columns list. Also you can now drag items up or down to change their order instead of having to repeatedly use the [Move Up] or [Move Down] buttons.

 10. In Tools|Export to Clipboard and Tools|Export to Excel the Columns that are selected (including their order) are now saved (per user) so that the next time you do the export, your last selections are automatically applied.

 11. Added new print layout DocumentItems macro field DocumentItems->&LineItemCount. This can be used to display the total number of line items in the quote in any location of the print layout such as a header or footer section.

 12. Added support for "&DH_DocName", and all the &APP and &SYS macros in the QuickBooks Export Memo field.

 13. On the Defaults subtab of the Internet tab under the Tools|My Preferences menu, the default cc and bcc email address now support macro fields.

 14. Added macro fields %CommonFiles% and %MyDocuments% that can now be used in the menuopts.add file. This enables you to create custom menus under the Tools menu that performs actions such as opening a document or running an external program. With these new macros, you do not have to hard code the path to these folders, so if they are different on different machines, these locations will automatically be correctly identified. For example you can start an external program and have it open a document in your My Documents folder with a command like "%program files%\CustomApp\apiapp.exe %MyDocuments%\readme.txt".

 15. Added command line option "/dontstartaddons" command line option. This option is useful when you are automating QuoteWerks to for example run a product import through the command line, and a 3rd party addon is loading and stopping the process because it is asking for you to supply login credentials. This command line option requires the /exit command line option, so when the process has finished, QuoteWerks will shutdown. Requiring QuoteWerks to shutdown after it has performed the automated action, when the /dontstartaddons command is used, will prevent the situation where QuoteWerks is running and the QuoteWerks user is logged in and using QuoteWerks, but their addon is not running.

 16. The Product Import Wizard can now auto-detect the "|" (pipe character) as a field delimiter. [Service Release: 36.03]

 17. You can now export the list of users to the Windows Clipboard from the Utilities|User Maintenance menu. [Service Release: 36.03]

 18. On the Create GoldMine forecasted sale window, Create GoldMine call window, and Create GoldMine Completed sale window, the GoldMine activity codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list) [Service Release: 36.03]

 19. On the Create GoldMine Completed sale window, the GoldMine Result codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list) [Service Release: 36.03]

 20. Added SoldToCompany column to the Online Orders window. Useful as a reference when deciding which items to place on the Tech Data order. [Service Release: 36.05]

 21. On the Online Orders window you can now re-arrange the columns. The re-arrangements are not saved. [Service Release: 36.05]

 22. When selecting the picture file for a product on the Edit Product window, if sub folders have been created under the QuoteWerks\Images folder and an image file from one of those subfolders is selected, only the relative path will be stored like "subfolder\speaker.jpg". This is particularly useful when product databases are used in different installations that have different paths. [Service Release: 36.05]

 23. When selecting the Spec Sheet file for a product on the Edit Product window, if sub folders have been created under the QuoteWerks\SPECS folder and a spec sheet file from one of those subfolders is selected, only the relative path will be stored like "subfolder\specs.rtf". This is particularly useful when product databases are used in different installations that have different paths. [Service Release: 36.05]

 24. After selecting a file for the Product Import wizard, the next time during that QuoteWerks session you select an import file, it will default to the last folder that an import file was selected from. [Service Release: 36.05]

 25. After selecting a file for the Paste Special, the next time during that QuoteWerks session you select a file for the Paste Special, the default folder will be the last folder you selected the last file from. [Service Release: 36.05]

Misc Features - Build 36
 1. For processes that take a long time like product and contact imports, the progress bar now displays as a top most window on the bottom right of the screen instead of the center of the screen.

 2. If somehow a blank user login name is in the user list, it will no longer be accepted as a valid user login name.

 3. If the ter32.dll file is detected in the QuoteWerks root folder it is now deleted to avoid issues. This file is installed into the \Windows\System32 folder by the node installation.

 4. When the backend dll (qw4.dll) detects an invalid installation registration, a message will now be displayed with possible solutions to this issue.

 5. The Online Ordering Module item selection window now requires that at least one item is selected for ordering.

 6. In Tech Data online ordering form, the ship to phone field max size is 12 characters (as determined by Tech Data). A typical phone number like "(407) 248-1481", is 14 characters, so if any parenthesis are detected, they are removed which would make the phone number exactly 12 characters long.

 7. The Real-time Pricing & Availability window has been re-designed.

See a screenshot/video of this feature


 8. QuoteWerks now detects if the data in the site.ini is from a newer build of QuoteWerks and if so displays a message about it.

 9. Updated the look of all the wizards. [Service Release: 36.03]

Fixes - Build 36
 1. When using the Interactive Peachtree link to generate POs in Peachtree the "PO Distribution" field was being set incorrectly. This caused the "Received" column Quantity data to incorrectly roll-up to the top on the PO after doing a "Receive Inventory" in Peachtree.

 2. On the Sold To/Ship To tab, when using "Copy from" split buttons the CMAccountNo of the destination would be cleared but would only show the next time a field was updated.

 3. When drilling down on a root Ingram Micro Categories folder would receive Query Error (-2147217913) Automation error SQL=SELECT * FROM [CATALOG] WHERE left$(CATSUBCAT,2)='11' ORDER BY VENDOR.

 4. If a QuickBooks tax code description contained a "(" or ")" character would receive error that the tax code did not exist in QuickBooks. After installing this update you need to go into the QuickBooks link setup and click on the [Ok] button to correct any bad data saved previously as a result of this issue.

 5. When duplicating a document (and choosing to Copy the project # into the duplicated document) and then saving the document, on the Save As window the Project No would display {Next Available} instead of the Project number that was copied when the document was duplicated, and a new project number would be generated for the document. Issue introduced after build 31.03.

 6. The File|Insert Document feature improvements introduced in build 35, inadvertently prevented document templates from being displayed in the list of search results.

 7. When clicking on the [Restore Defaults] button while customizing the product Lookup columns, could receive error about invalid key.

 8. If http communication error occurred while attempting to retrieve Tech Data Real-time Pricing & Availability the communication would appear to have been successful.

 9. Tab order on login screen.

 10. In the Product Import, Contact Import, and SYNNEX imports, the last field value on the last row of data would not be read. [Service Release: 36.03]

 11. When creating a new User under the Utilities|User Maintenance and the user already exists, would receive "Run-time error '5'". [Service Release: 36.03]

 12. In the Product Import Wizard, if you select a Field Delimiter other than a comma or period, such as a "|" (pipe character), when you click on the [View Data] button the data is not separated by the field delimiter. All the data is displayed in the first column. [Service Release: 36.03]

 13. The [Export to Clipboard] button on the File|Open menu will now export the entire list if only one document is selected (since one document is usually always selected). If multiple documents are selected then only those selected documents will be exported. Also, if the first grid cell had no data in it, an empty placeholder would not be reserved for it, so all the column data to the right of that cell would shift left one column. [Service Release: 36.03]

 14. If the Refresh item w/Best Pricing feature was used and the item was in a native product database and the item pricing method was set to customer based, the Price would be returned as 0. [Service Release: 36.03]

 15. When clicking on the [Setup] button on the Export to QuickBooks window would receive "Error in GetXMLListOfQBItemsByType() ... A query request did not find a matching object in QuickBooks" when the list of (for example) Classes in QuickBooks had no classes defined. [Service Release: 36.03]

 16. When having a document template open and then choosing to use the template to start a new document would receive an error about the document already being open. [Service Release: 36.05]

 17. When importing products, the progress window would disappear if the option to "Delete all existing products" was selected. [Service Release: 36.05]