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QuoteWerks Update Center
Version 4.8 Summary
| 114 New, 85 Fixes, and 31 Miscellaneous features | ||
| New Features - Version 4.8 | ||
| 1. QuoteValet Shopping Cart.
Create online order forms with the QuoteValet shopping cart. Use them to automate customer re-orders or to receive paid orders from a promotional email blast. The QuoteValet Shopping cart is included, at no extra charge, in your QuoteValet subscription! It is easy to setup and use, simply 1) save/upload the order form, 2) grab the shopping cart URL, and then 3) email the shopping cart URL to your customer or include in your promotional email blast. It's that easy! Orders will appear in your QuoteValet Dashboard. Get used to coming into work each morning to an inbox full of paid orders from your QuoteValet Shopping Cart.
The QuoteValet Shopping Cart is great for many uses, but here are two in particular. First, with your established customer base, they probably routinely order consumable items from you, low dollar items that you probably don't make much money on. Use the QuoteValet Shopping Cart to automate this process. You simply setup a Shopping Cart OrderForm template that contains all the items your customer typically orders and then give them the QuoteValet Shopping Cart website URL to go to whenever they need to order these items and from that point on you will simply receive orders in your inbox. No more phone calls and emails trying to identify the correct items to re-order.
The other great way to use the QuoteValet Shopping Cart is to create an OrderForm for some kind of item, like a limited time special offer discount, like an HP Server, for example, and you can even set an expiration date on the OrderForm. Then you simple send out an email blast to all your customers pointing them to this Shopping Cart Order Form and simply put, you will have an order waiting for you in your QuoteValet Dashboard from anyone that was interested! [Build: 1] | ||
| 2. When placing Online Orders, the order is now saved in QuoteWerks and is available under the Purchase Order and Ordered Items tabs on the Purchasing window. [Build: 1] | ||
| 3. Procurement Tracking. For Online Orders placed through QuoteWerks with D&H, Ingram Micro, SYNNEX, and Tech Data, realtime order shipping updates are now available. You will receive realtime order status including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more - all on a single screen in QuoteWerks.
Customers have higher and higher expectations everyday, if they get down to the minute order status updates from large $100 million a year company, they expect it from you too, and with QuoteWerks, you can deliver that!
How often do you get a call from your customer like "Where is that server I ordered?". Some companies have to pay a full time person just to keep up with order status requests. With the Procurement Tracking feature, you can spend less time tracking your orders and more time building your business.
Not only can you track order status, you can keep track of the actual fulfillment. Sure, you placed the order with 5 items on it, but has it shipped? Did all 5 items ship? Have you actually received all the items? UPS says it was delivered, but you don't have it. Do you have all the items you need for Customer ABC to do the job for them? You submitted one PO, but how many sales orders did the distributor split that into? All of these answers are now provided by QuoteWerks. [Build: 1] | ||
| 4. For QuoteValet users, there is a new Activity Notifications tab in the QuoteValet setup under the QuoteValet tab of the Tools->Options menu. For key QuoteValet events like when a QuoteValet Mobile quote is created, a quote is accepted, or when payment is made, in addition to the sales rep receiving email notifications, you can specify additional users/email addresses to receive a CC or BCC of the notification. This is especially useful for keeping the accounting department in the loop when payments are received and for keeping sales managers in the loop when quotes are accepted. [Build: 1] | ||
| 5. For QuoteValet users, uploading a quote to QuoteValet always requires that the customer electronically sign before you can collect payment. Now, if you start with an ORDER type of document in QuoteWerks and upload it to QuoteValet your customer can immediately provide payment without having to first electronically sign. [Build: 1] | ||
| 6. For QuoteValet Mobile users, volume priced items are now supported. [Build: 1] | ||
| 7. We have a new FedEx and UPS shipping rates integration enabling you to obtain real-time shipping quotes from your carriers. Use it to calculate your shipping costs, mark them up and pass them through to your customer. Choose from a grid of available services and pricing like Ground, Overnight, Two day, etc. You can also easily give your customers shipping option choices (complete with pricing) such as Ground, Overnight, etc. Requires the realtime module. You will need to have an account with FedEx or UPS to use this feature. The feature is setup under the Shipping tab of Real-time tab under the Tools->Options menu. [Build: 1] | ||
| 8. Azure product database support. You can now host your QuoteWerks Product Databases in the cloud through Microsoft Azure. If you have multiple QuoteWerks installations and want to keep the product databases up to date, you currently have to get the remote installations to synchronize on a regular basis. With the Azure support, you can just setup one or more QuoteWerks product databases to be hosted on Azure and then all the remote installations of QuoteWerks can simply use that same shared product database so there no longer is a need to synchronize the product database. We've made it really easy to move your QuoteWerks product database up to the Azure cloud, simply right click on a QuoteWerks native product database and choose "Upload/Migrate to Azure". Another great use for this feature is for manufacturers that have dealers or any company that wants to share their QuoteWerks price list with other QuoteWerks users. In this case the manufacturer creates an Azure QuoteWerks product database and then provides their dealers with the read-only credentials to this Azure database. It is that simple. The Corporate Edition is required for the Azure integration. [Build: 1] | ||
| 9. Our product content subscription (powered by Etilize) now has a new PartLocator service. Distributors add new parts to their websites daily and subscription services have a tough time keeping up with that pace. Now, QuoteWerks provides you with ALL the parts from your distributors D&H, Ingram Micro (USA and Canada), SYNNEX, and Tech Data (USA only). We've negotiated deals with the distributors to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1] | ||
| 10. With Audit Trail Tracking, key events are recorded creating an audit trail of changes made to the document such as: a) when the document is saved b) who an email is sent from the quote, email address (to/subject/attachments), c) when the document is uploaded to QuoteValet for customer, peer review, approval, mobile template, d) when the document is updated with customers selections from QuoteValet, e) when the document is converted to an order or invoice, f) when the document is exported to QuickBooks or Peachtree, g) when the document approval is requested through QuoteWerks or QuoteValet, and h) when the document is approved through QuoteWerks or QuoteValet. The current date, time, and logged-in user is recorded along with the event. Using the "Audit Trail Transaction Record Macros" option under the Security tab of the Tools->Options menu you can choose what other information from the document you would like to record in the even such as GrandTotal, LineCount, DocStatus, etc. Also on the Security tab is a "Enable Audit Trail Backup files" checkbox. This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files". [Build: 1] | ||
| 11. For QuoteValet Mobile users, that use ConnectWise, there is now a new Contacts bottom tab where you can choose the ConnectWise contact from your ConnectWise database while creating a QuoteValet mobile quote. [Build: 1] | ||
| 12. The QuoteWerks Sales Tax Rate lookup service now displays the date the QuoteWerks Tax Table was Last Updated, and also displays the effective date of each of the City, State, County, etc taxes which is very useful in determining exactly when new tax rates have taken effect. [Build: 1] | ||
| 13. On the Groups tab of the Utilities->User Maintenance menu, there is now a Group Members list that displays the members of each group when selected. [Build: 1] | ||
| 14. ConnectWise 2012.2 is now supported! [Build: 1] | ||
| 15. On the Realtime tab of the Tools->Options menu, added a [Test] button for Tech Data, Ingram Micro, SYNNEX, and D&H to test the real-time credentials on their respective tabs. [Build: 01.05] | ||
| 16. A new Word merging template "MSP Word Proposal.doc" is now included. [Build: 01.05] | ||
| 17. A new management report "Totals For All Items by Rep" is now included. [Build: 01.05] | ||
| 18. On the Regional tab under the Tools->Options menu you can now manually specify the base currency like "USD" and the base currency symbol like "$" to be used as a standard base currency for the entire installation regardless of what the individual workstation's Windows regional settings are set to. The [System] section, BaseCurrencySymbolOveride key in the SITE.INI has been removed. [Build: 2] | ||
| 19. The Edit->Select Special now can select based on the Contains operator. [Build: 2] | ||
| 20. When adding shipping line items, the HideQuantity attribute is now set by default. [Build: 2] | ||
| 21. For Maximizer users, beta support is activated for version 12.2. [Build: 2] | ||
| 22. The ConvertedOn date is now displayed on the Notes tab of the Quote WorkBook. [Build: 2] | ||
| 23. For QuoteValet users, you can now modify the QuoteValet OrderForm Template used by the QuoteValet Shopping Cart in the QuoteValet Template Editor. [Build: 2.03] | ||
| 24. Outlook 2013 is now supported! [Build: 3] | ||
| 25. Ingram Micro Australia real-time Pricing & Availability is now supported! [Build: 3] | ||
| 26. For Remote users, running the Professional or Corporate Editions of QuoteWerks, using the Synchronization wizard under the Utilities->Sync menu can now synchronize QuoteWerks folders, their subfolders, and the files within. The files on the remote can either be replaced or only updated with new or updated files. There are now also options to copy the site.ini and {username}.ini files out to the remote install for the initial rollout/setup, and there is also an option to synchronize the label customizations. The following folders under the QuoteWerks folder can now be synchronized: \Layouts, \Covers, \Literature, \Specs, \Images, \Reports, \Resources\Templates. [Build: 3] | ||
| 27. For QuoteValet users it is now possible to pre-populate OrderForm document fields via QueryString parameters. This is especially useful when delivering OrderForm links to your customers as part of a mail-merge campaign, etc. All SoldTo, ShipTo, BillTo, CustomTextXX, CustomNumberXX Fields are currently supported. (Syntax Example: &FillField_DH_<DocumentHeaderFieldName>) [Build: 3] | ||
| 28. For QuoteValet users, your customers can now sign using their mouse (as a pen) and their digital signature is captured. When using a tablet your customer can sign with their tablet pen (or with their finger). There is a new public standardized customer facing template called "CustomerFacingWrittenSignature". You can create a new customer facing template and reference this new template on the Templates tab under the QuoteValet Setup window. [Build: 3] See a screenshot/video of this feature | ||
| 29. For QuoteValet Mobile users, the quantity and description of line items can now be manually input. [Build: 3] | ||
| 30. On the Quote WorkBook, when displaying the Etilize panel for an item, only a Vendor Part Number and a distributor that Etilize supports is required to retrieve information from Etilize about this item. This is useful, for example, when pulling in a list of Tech Data part numbers into the quote and then wanting to fill in the information on the products (such as the description and picture) using Etilize. [Build: 3] | ||
| 31. For ConnectWise users, it is now possible to select whether or not to create individual products items for an opportunity right from within the Create/Update Opportunity Window. This is especially useful during the initial stages of creating the quote where you might not want to send all the items over to ConnectWise yet. On the ConnectWise Setup window, under the Forecast Lines Sub Tab of the Opportunities tab, there is an option "Default 'Create/Update individual product items' checkbox on the ConnectWise Opportunity Integration Window" which lets you set this default. You can also always force the creation of the items by checking the "Force the creation of Individual product items when 'Converting to' or Creating/Updating' an Order or Invoice" checkbox. [Build: 3] | ||
| 32. For ConnectWise users, when creating/updating an opportunity in ConnectWise the Opportunity Status list is now populated with the values from the corresponding ConnectWise Setup Table instead of being hardcoded. [Build: 3] | ||
| 33. For ConnectWise users, when converting a quote to an order and in the process converting the ConnectWise Opportunity status, you now have the choice to specify which Opp Status you want to change the ConnectWise opportunity to. [Build: 3] | ||
| 34. For ConnectWise users, on the ConnectWise Setup window, under the General Sub Tab of the Opportunities tab, you can now set the Default Opportunity Status for new opportunities, Closed-Won opportunities, and Closed-Lost opportunities. [Build: 3] | ||
| 35. For ConnectWise users, when linking to the ConnectWise Product list, in the Product Lookup window, in addition to the current search fields, you can now search by Manufacturer field and VendorPartNumber field. The ManufacturerPartNumber search field searches the ConnectWise ItemId field and the ConnectWise Product ManufacturerPartNumber field can now be displayed in the search results under the CustomText01 column. Also of note, the Description field searches the ConnectWise "Customer Description". To be able to search for these new fields, you will need to edit the ConnectWise Product Data Sources under the Products->Setup Product Data Sources menu and choose to include these new columns. [Build: 3] | ||
| 36. For QuickBooks users, on the Export to QuickBooks window, clicking on the DocDate column will now sort by date. [Build: 3] | ||
| 37. Under the Utilities->License Manager menu, there is now an "Update Key" area where you can enter and view the Update Key. The expiration date of the Update Key is also displayed. [Build: 3] | ||
| 38. For QuoteValet users, on the Site Files tab of the QuoteValet Setup window, you can now upload .js files for use in customized QuoteValet templates. [Build: 3] | ||
| 39. There is now a Recurring Totals bar located at the bottom of the Quote WorkBook to show the recurring amounts for the quote. This totals bar only appears when there are recurring amounts on the quote. [Build: 3.01] See a screenshot/video of this feature | ||
| 40. SugarCRM 6.6 is now supported! [Build: 3.01] | ||
| 41. The Summary line type can now reference SubTotal and RunningSubTotal type line items. [Build: 3.01] | ||
| 42. Online ordering is now supported for Tech Data Canada! [Build: 5] | ||
| 43. The QuoteWerks Product Content Subscription now supports Consumer Pricing from Staples (USA, Canada, and UK) and Provantage (USA). [Build: 5] | ||
| 44. SugarCRM 6.7 is now supported! [Build: 5] | ||
| 45. Maximizer 12.2 is now supported! [Build: 5] | ||
| 46. Sage 50 US Edition (Peachtree) version 2014 is now supported! [Build: 5] | ||
| 47. For QuoteValet users, the QuoteValet Dashboard InBox tab loads up to 20 times faster! [Build: 5] | ||
| 48. The Product Content Subscription now has PartLocator support for Tech Data Canada. We've negotiated an arrangement with Tech Data Canada to host their product data so as to provide our mutual customers with the best experience possible. [Build: 5] | ||
| 49. Grouped Bundles on the quote can now be converted to a single recurring monthly revenue amount (Recurring Groups). All the individual items in the bundle are totaled and then you can set an Annual Percentage Rate (APR) and a Term like 24 months. This calculates the monthly payment amount which the Group Header line will display in the UnitPrice field. There are some new macro fields to display information related to the Recurring Group which are "&GroupExtendedPricePreRecurring" and "&GroupExtendedPriceWithTaxPreRecurring". These macros will show the total amount of all the items in the grouped bundle before the total was converted to a monthly amount. They are available as columns on the Document Items tab and also in the print layouts. In addition to converting a grouped bundle to recurring in the Quote WorkBook, you can also setup Grouped Bundles and Grouped Configuration definitions to be recurring. This functionality is useful for Hardware as a Service (HaaS) quoting. [Build: 5] See a screenshot/video of this feature | ||
| 50. For QuickBooks users, when exporting items to QuickBooks there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 3 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to quickbooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:" [Build: 5] | ||
| 51. For QuickBooks users, when linking to QuickBooks as a product data source, the QuickBooks Manufacturer field is now available for display in the product lookup and can also be mapped to a CustomText or ManufacturerPartNumber field in QuoteWerks. The manufacturer part number field is available in QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher. To have access to this new column, you will need to edit the QuickBooks Product Data Sources under the Products->Setup Product Data Sources menu and choose to include these new columns. [Build: 5] | ||
| 52. The Excel formatted Tech Data Price Quotation that you receive from your Tech Data sales rep can now be imported into QuoteWerks. If you have the QuoteWerks Real-time module and have entered Tech Data USA real-time credentials, a new "Import Tech Data Excel Quote" icon will appear above the DocumentItems grid. Just click on that and choose the Excel price quotation that you receive from your Tech Data sales rep and the quote will be imported into QuoteWerks. If you select a line in the quote before importing, the Tech Data price quote will be inserted above the selected line. If no line is selected then the quote will be imported at the end of the quote. The Tech Data quotation #, the shipping amount and the freight amount are inserted as a non-printing comment line for your reference. If there are any promo notes for the imported items they will appear in the Notes column for each line item. After the Tech Data Excel Price quote file is imported, it will be linked automatically on the File Links tab for future reference. [Build: 5] See a screenshot/video of this feature | ||
| 53. For MS CRM 5.0 users, Office 365 logins now supported! These are used with Microsoft Dynamics CRM Online. Microsoft Passport Logins are still supported. [Build: 5] | ||
| 54. You can now manually specify (vs auto-retrieve from product database) pictures on the Quote WorkBook for the following line types: GroupHeader, Heading, Comment, Summary, SubTotal, RunningSubTotal, PercentCharge, and PercentDiscount. [Build: 5] | ||
| 55. The Open Document window (File->Open) has been re-designed. There are now new "My Recent Documents" and "All Recent Documents" menu bar items. These will show all the documents modified over the selected date range. Useful for quickly finding that quote you just created or modified, Today, Yesterday, This week, etc. The "My Documents" and "Documents" menu bar items bar items now have a new option to show "Active Quotes" or "All Quotes/Orders/Invoices", useful for pairing down active quotes that have not been converted to lost or converted to an order. "Active Quotes" are defined as a DocType=QUOTE and a DocStatus that does not equal the DocStatus value defined for a "Lost Quote". This is set on the Installation tab of the Tools->Options menu. Also, if a document has been converted to an ORDER or INVOICE then it will not be displayed in the "Active Quotes" list. From this "Documents" menu bar item you can also filter by a date range of when the quotes expire or a date range of the DocDate for the quotes. [Build: 5] | ||
| 56. The "Search" menu bar now has two tabs "Search" and "More". The filter criteria set across these two tabs will be used when clicking on the [Find] button. On the "More" tab you can now filter by document GrandTotal amount, for example, like quotes with an amount greater than $3,500 and less than $10,000. [Build: 5] | ||
| 57. On the "Search" menu bar of the Open Document window, you can now search for documents by a line item contained in the document. You can search, for example, for all documents that contain the phrase "special discount" in the line item description field. You can search the Description, ItemType, Manufacturer, ManufacturerPartNumber, Vendor, VendorPartNumber, and CustomTextXX fields. You can do Begins with, Ends With, Contains, Equal to, and Not Equal to searches. [Build: 5] | ||
| 58. The Product Content Subscription now has PartLocator support for Tech Data UK (Computer2000). We've negotiated an arrangement with Tech Data UK (Computer2000) to host their product data so as to provide our mutual customers with the best experience possible. [Build: 5] | ||
| 59. The Product Content Subscription now has PartLocator support for BlueStar USA. We've negotiated an arrangement with BlueStar USA to host their product data so as to provide our mutual customers with the best experience possible. [Build: 5] | ||
| 60. The Product Content Subscription now has PartLocator support for Ingram Micro Australia. We've negotiated an arrangement with Ingram Micro Australia to host their product data so as to provide our mutual customers with the best experience possible. [Build: 5] | ||
| 61. On the Purchasing tab of the Purchasing window, there is now a right click menu option of "Copy DocNo". Useful for copying the DocNo of an item and then opening the order from the Open Document window. [Build: 5] | ||
| 62. For Tech Data online orders you can now choose to submit online orders to Tech Data overriding the distributor real-time price with your own distributor sales rep negotiated price. When submitting an overridden price you can enter a reason such as a Tech Data sales rep quotation # or manufacturer special. When Tech Data receives an order that has prices specified, it automatically places the order on hold for sales rep review. QuoteWerks will pass the reason you specified in each line item so the Tech Data sales rep knows the reason for the non-standard price. QuoteWerks automatically sends the Tech Data sales rep an email letting him know to look for this order and to process it. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information. [Build: 5] | ||
| 63. For Ingram Micro online orders you can now choose to submit online orders to Ingram Micro overriding the distributor real-time price with your own distributor sales rep negotiated price. When submitting an overridden price you can enter a reason such as a Ingram Micro sales rep quotation # or manufacturer special. When QuoteWerks detects that non-standard pricing is being submitted, it submits the order to Ingram Micro with AutoRelease set to Hold. The Ingram Micro sales rep needs to be notified to look for the OnHold order so QuoteWerks automatically sends the Ingram Micro sales rep an email letting him know to look for this order and to process it. QuoteWerks will pass the reason you specified for the non-standard pricing as comment lines below each of the line items so the Ingram Micro sales rep knows the reason for the non-standard price. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information. [Build: 5] | ||
| 64. For SYNNEX online orders you can now choose to submit online orders to SYNNEX overriding the SYNNEX real-time price with your own SYNNEX sales rep negotiated price. When submitting an overridden price you can enter a reason such as a SYNNEX quotation #. Upon receipt of an online order with prices that do not match SYNNEX real-time they will be placed on hold and flagged for manual review by the SYNNEX sales rep to approve the prices. Also the Order level Special Instructions has been increased to 300 characters and can be used to remind the sales rep of the reason for your non-standard price. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information. [Build: 5] | ||
| 65. For D&H online orders you can now choose to submit online orders to D&H overriding the distributor real-time price with your own distributor sales rep negotiated price. D&H does not support online order comment lines or allow for a unit price to be specified. QuoteWerks will list in the online order's REMARKS field the list of part numbers that have the non-standard price. This will flag the order to be manually reviewed. QuoteWerks will also automatically send the D&H sales rep an email letting him know to look for this order that contains non-standard pricing and to process it. The e-mail will include a reference to the part numbers and the non-standard pricing. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information. [Build: 5] | ||
| 66. The QuoteWerks Product Content Subscription now returns the List Price from the QuoteWerks PartLocator service if List Price is not returned through the distributor's real-time Pricing & Availability system. The PartLocator currently stores list price for Tech Data (USA, Canada), Tech Data UK (Computer2000), Ingram Micro (USA, Canada, Australia), SYNNEX (USA), D&H (USA), and BlueStar (USA). You must have a realtime xml account with these distributors in order to receive their List price. [Build: 5] | ||
| 67. When doing an Etilize search you can type in, for example, "mouse USB optical not(keyboard)" to search for USB optical mouse that does not have the word "keyboard" in the results. [Build: 5] | ||
| 68. When a part number is found in an Etilize search, but the distributor part numbers are missing, QuoteWerks PartLocator will find them using the PartLocator data. When part numbers are not found through an Etilize search, it is typically because the part numbers require authorization to purchase. When this happens, the PartLocator bulls-eye icon will appear to the right of the part number. [Build: 5] | ||
| 69. With product Content Subscription information coming from both Etilize and the QuoteWerks PartLocator, there are now visual indicators identifying where the information is coming from. A PartLocator bulls-eye icon will appear to the right of the part number if the PartLocator was used to locate the part number. Similarly, if the Etilize search returned no results at all, and the PartLocator did find results, then a PartLocator bulls-eye icon will appear in the bottom left of the Etilize panel. Conversely, if all the information was found through Etilize, then the Etilize icon will appear in the bottom left of the Etilize panel. [Build: 5] | ||
| 70. For MS CRM 3.0, 4.0, and 5.0 users the QuoteWerks linked document now attaches to the MS CRM opportunity instead of the MS CRM Account. This also applies to any file attaching that QuoteWerks performs with MS CRM, so the automatic attachment of PDF quotes sent to customers will attach to the opportunity (if any). The same applies when attaching files from the Links tab of the Quote WorkBook. [Build: 5] | ||
| 71. Added a new line item level "&ProfitAmount" macro. Note, this is a line item level calculation of profit and is calculated and rounded per line item. This macro available as a column on the Document Items tab and also in the print layouts. [Build: 5] | ||
| 72. When duplicating a document, added option "Remove Line Item SONumber and PONumbers". This is useful when duplicating documents that already have purchasing related information in them. [Build: 5] | ||
| 73. On the Notes tab of the Quote WorkBook, the ConvertedOn, ConvertedRef, and ConvertedBy display fields on the Notes tab of the Quote WorkBook. [Build: 5] | ||
| 74. For debugging Product Content Subscription results, holding down the SHIFT key while double-Clicking on the PartLocator or Etilize icon located in the bottom left of the Etilize panel will show the XML data the content is based on. [Build: 5] | ||
| 75. When selecting a line item on the Quote WorkBook, and using Etilize panel, when an item is not found in Etilize, QuoteWerks will search the PartLocator for the item's description and vendor information. [Build: 5] | ||
| 76. On the File->New window, on the Template tab, clicking on the LastModified column now sorts by date vs alpha sorting. [Build: 5] | ||
| 77. For QuickBooks users, QuickBooks Fixed Asset type accounts now show up in the Asset account list and also the Expense account list when creating items in QuickBooks. [Build: 5] | ||
| 78. The Save File window now remembers the last folder that the last file was saved to. It separately remembers the folders depending upon what file saving action is being performed. Actions include: [Save as PDF] button from the Print window, when merging a word document from the File Links tab, when creating a new file to attach to the File Links tab. [Build: 5] | ||
| 79. Added a new line item level "&RecurringRevenueWithTax" macro. This is available as a column on the Document Items tab and also in the print layouts. This will contain the recurring revenue with tax amount whether it comes from Weekly, Monthly, Quarterly, or Annual. [Build: 5] | ||
| 80. On Deposit required window, typing in a % of document will auto populate the Fixed Amount field with the actual amount related to the percent. The fixed amount field can then be easily manually changed to round the amount or simply manually set an amount that is close. Pressing the enter key in either the Full Amount or Percent of Document field will "click the OK button". [Build: 5] | ||
| 81. Added a P toolbar button above the Quote WorkBook grid on the Document Items tab. The P button displays the properties for the selected item, similar to the Edit->Edit Line Properties menu. [Build: 5] | ||
| 82. Added an toolbar button above the Quote WorkBook grid on the Document Items tab. The A button displays the Line Attributes window for the selected item, similar to the Edit->Edit Line Attributes menu or double-clicking on the row selector for the line. [Build: 5] | ||
| 83. For GoldMine users, you can now search by contact name. [Build: 5] | ||
| 84. Added spotlight feature for the License Key list under the Utilities->License Manager menu. This is useful for installations that have, for example, 50 remote license keys and need to find a particular user's license key. This spotlight feature will highlight in bold all matching list entries and will ghost all entries that do not match. [Build: 5] | ||
| 85. Implemented the existing InternalPartNumber field. Increased the size from 40 to 255 characters in the DocumentItems table. For new installations the InternalPartNumber field in the product database will be 255 characters. For existing product databases the field size will need to be increased manually from 40 to 255 characters. This InternalPartNumber field is available on the Document Items tab as a column and also on the Edit Product window. [Build: 5] | ||
| 86. Added support for <<Totals.&DI_AlternateExtendedPrice>> macro in the Word merging. [Build: 5] | ||
| 87. When converting quotes to orders, quotes to invoices, or orders to invoices, the DocDate field on the Sale Info tab is now updated with the date of the conversion. If the quote was accepted through QuoteValet, then the date of that acceptance (which might be on a weekend) will be used. [Build: 5] | ||
| 88. For Product Content Subscription users, individual product weights are being retrieved from Etilize (if available). [Build: 5] | ||
| 89. For Ingram Micro users, when placing online orders, the Special Instructions field now supports up to 175 characters and appears as Ingram Micro sales rep internal comment lines at the top of the order. [Build: 5] | ||
| 90. Added "&GroupExtendedCostPreRecurring" macro to display information related to the Recurring Group. This macro will show the total extended cost of all the items in the grouped bundle before the total extended cost was converted to a monthly amount in the recurring bundle. This macro is available as a column on the Document Items tab and also in the print layouts. [Build: 5] | ||
| 91. On the DocumentItems tab, the ItemType column now accepts data for SubTotal, RunningSubTotal, and Summary type line items. [Build: 5] | ||
| 92. Autotask contact data can be retrieved using the F2 Lookup macro of ~Autotask_Macro(). [Build: 5] | ||
| 93. salesforce.com contact data can be retrieved using the F2 Lookup macro of ~salesforce_Macro(). [Build: 5] | ||
| 94. On the Online Ordering screens for D&H, Ingram Micro, SYNNEX, and Tech Data, the PONumber field now as F2Lookup support. This can used in conjunction with the advanced F2 Lookup features like ~RunAppAndReturnClipboard(c:\windows,c:\YourCustomApp.exe,1) and ~RequestDDEValue(excel, sheet1, R1C1). With these you can essentially obtain the next PO number to use for your QuoteWerks PO number from an external application. See the user manual for details on these advanced F2Lookup features. [Build: 5] | ||
| 95. The PriceModifier now supports rounding. This can be used to round the result of the Price modifier calculation. Normally with a PriceModifier of P20, for 20 points margin, with a cost of $100, the UnitPrice would be $112.36. If you use the Rounding feature of the Price Modifier like P20R1 then it would round to the nearest dollar resulting in $113.00. Rounding factors can only be 0.01, 0.05, 0.10, 1, 5, 10, 100 ( Examples: R0.01, R.05, R.10, R1, R5, R10, R100 ) [Build: 5] See a screenshot/video of this feature | ||
| 96. When approval is required for documents based on margin, the notification telling the Sales Rep that approval is required because the document does not match the margin requirements, the actual margin requirement will not be displayed in the message if the Sales Rep has the MiscAccessRight of "CannotSeeSelTotalsProfitPercent". [Build: 5.12] | ||
| 97. The "Optional (Selected)" attribute can now be specified when setting up Bundle Items, Configuration Items, Required Items, and on the Edit Product window. [Build: 5.12] | ||
| 98. On Online Ordering windows for Tech Data, Ingram Micro, SYNNEX, and D&H, when ordering items that are all from the same order, the ShipTo fields on the Online Ordering window will now default to the ShipTo in the quote. [Build: 5.12] | ||
| 99. The line type of Heading can now be specified for Bundle Items and Configuration Items. [Build: 5.12] | ||
| 100. Added support for Ingram Micro Online ordering ShipVia carrier of "Other". This is needed when placing orders for items that ship directly from the supplier. [Build: 5.12] | ||
| 101. ConnectWise 2013.1 is now supported! [Build: 5.16] | ||
| 102. For Autotask Users, QuoteWerks can link to the Autotask Labor/Role database as a Product Data Source. From within QuoteWerks, you can search the Autotask database and add these labor items to your QuoteWerks quote. [Build: 5.16] | ||
| 103. For Autotask users, you can now send over an item as an Autotask Labor Item to the Autotask Quote. The Labor item must already exist in Autotask. If the Labor Item is not found, the Quote Item will be added as a Cost Item. [Build: 5.16] | ||
| 104. Added Misc Access right "CannotExportDocumentsToClipboard". This will prevent a user from exporting a list of documents from the Export button on the Open Document window. [Build: 5.16] | ||
| 105. ACT! for Web 2013 is now supported! [Build: 5.35] | ||
| 106. For QuickBooks users, the Terms field is now supported in the DataLink. [Build: 5.21] | ||
| 107. Added Approval restriction of "Don't allow Convert to Order until approved". When the document requires approval, the user will not be able to convert the QUOTE document to an ORDER document (File->Convert Quote to Order). [Build: 5.21] | ||
| 108. Added Approval restriction of "Don't allow Convert to Invoice until approved". When the document requires approval, the user will not be able to convert the ORDER document to an INVOICE document (File->Convert Quote to Order). [Build: 5.21] | ||
| 109. Added Misc Access right of "CannotManuallyModifyUnitListInDocument". This will prevent the user from modifying the Unit List column amount. When this right is set, the column on the grid will be displayed with a grey (disabled) background. [Build: 5.21] | ||
| 110. Added options "Don't Assign new DocDate when converting to Order" and "Don't Assign new DocDate when converting to Invoice" under the Installation tab of the Tools->Options menu. [Build: 5.21] | ||
| 111. Maximizer version 12.3 is now supported! [Build: 5.23] | ||
| 112. ConnectWise 2013.2 is now supported! [Build: 5.30] | ||
| 113. SwiftPage ACT! version 16 is now supported! [Build: 5.30] | ||
| 114. Goldmine version 2013.1 is now supported! [Build: 5.35] | ||
| Misc Features - Version 4.8 | ||
| 1. Renamed the "Product Content" tab to "OpenICEcat" under the Real-time tab under the Tools->Options menu. [Build: 1] | ||
| 2. For MS CRM users, When linking to an existing MS CRM Opportunity, Only the first 20 Opportunities would be returned. Now all Open Opportunities are returned. [Build: 1] | ||
| 3. For Etilize Users, if the "Remove Manufacturer Part Number from Etilize Description" setting is selected, the Manufacturer Part Number will now also be removed from the Etilize Spec Sheet. [Build: 1] | ||
| 4. Updated copyright messages to 2013. [Build: 2.02] | ||
| 5. When selecting a tax rate using the Real-time Sales Tax Rate lookup, the entire sales tax rate table xml is now stored in the DocumentHeaders.TaxData field. API users can then gain access to the state, county, and city level tax rates. [Build: 3] | ||
| 6. For Tech Data users, the Tech Data order status integration was updated to accommodate the Tech Data January 24th, 2013 new order status codes of "Sales Review" and "Credit Review". [Build: 3] | ||
| 7. The "Watch Video Tutorial" links on various screens have been updated to point to the new video.asp page. [Build: 3] | ||
| 8. For SalesLogix users, beta support is activated for version 8.0. [Build: 3.01] | ||
| 9. On the Ingram Micro ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the Ingram Micro order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToContact, ShipToCompany, ShipToAddress1, ShipToAddress2, EndUserCompany, EndUserContact, EndUserAddress1, EndUserAddress2, ResellerCompany, ResellerContact, ResellerAddress1, ResellerAddress2 [Build: 5] | ||
| 10. The message alerting the user that the QuoteWerks database had been updated to reflect changes in Daylight Savings Time has been removed. [Build: 5] | ||
| 11. The value for a percent discount line item that is located below a non-selected optional item will now be 0.00. [Build: 5] | ||
| 12. The MS CRM 5.0 integration is now using the MS CRM native 5.0 API versus the forward compatible MS CRM 4.0 API. This MS CRM native 5.0 API requires the Microsoft Identify Framework (which Microsoft does not support on Windows XP) be installed which also requires Microsoft .NET Framework version 4.0 be installed. [Build: 5] | ||
| 13. All the print layouts were updated with newer recurring revenue formulas, the new QuoteWerks flat logo and misc improvements. [Build: 5] | ||
| 14. On the SYNNEX online ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the SYNNEX order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToName, ShipToContact, ShipToAddress1, ShipToAddress2, ShipToCity, ShipToState, ShipToPostalCode, ShipToPhoneNumber, ThirdPartyFreightAccount, EndUserCompany, EndUserContact, EndUserAddress1, EndUserAddress2, EndUserCity, EndUserState, EndUserPostalCode, EndUserPhoneNumber, EndUserFaxNumber, EndUserEmail, SoftwareAuthorizationNumber, ResellerCompany, ResellerContact, ResellerAddress1, ResellerAddress2, ResellerCity, ResellerState, ResellerPostalCode, ResellerPhone, ResellerFaxNumber, ResellerEmailAddress. [Build: 5] | ||
| 15. When loading the Sage 50 (Peachtree) link setup window, messages now display indicating the status of the loading process. [Build: 5] | ||
| 16. If setting the default APR rate to 0 for a recurring group, when converting a group to recurring, the 0 would show as an empty text box and require that you type a 0 before proceeding. [Build: 5] | ||
| 17. Increased the size of the Export to Peachtree (Sage 50) window. [Build: 5] | ||
| 18. On the D&H online ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the D&H order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToName, ShipToContact, ShipToAddress1, ShipToAddress2, ShipToCity, ShipToState, ShipToPostalCode, and ShipToPhone. [Build: 5] | ||
| 19. The height of the online ordering window for D&H, Ingram Micro, SYNNEX, and Tech Data has been increased allowing for double the number of line items to appear on the screen. [Build: 5] | ||
| 20. On the Tech Data online ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the Tech Data order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToName, ShipToContact, ShipToAddress1, ShipToAddress2, ShipToAddress3, ShipToCity, ShipToState, ShipToPostalCode, ShipToPhone, EndUserCompany, EndUserContact, EndUserAddress1, EndUserAddress2, EndUserCity, EndUserState, EndUserPostalCode, EndUserPhone, EndUserEMail. [Build: 5] | ||
| 21. On the QuoteValet dashboard, only the first 50 inbox items are displayed. Now there will be an indicator that shows how many total inbox items there are. [Build: 5] | ||
| 22. On the Open Document and QuoteValet dashboard windows, the user name combo box will now only contain a list of sales reps that the logged in user has access to view their quotes. [Build: 5] | ||
| 23. On the Contacts->Setup Contact Manager menu, on the QuickBooks setup, it did not list QuickBooks 2013 as a supported version. [Build: 5] | ||
| 24. For QuoteValet users, all QuoteValet interactions have been optimized for speed. [Build: 5.12] | ||
| 25. Updated ScanSource realtime Pricing & Availability URL to work with their new URL. [Build: 5.12] | ||
| 26. For Autotask users, when QuoteWerks creates a new product in Autotask, the QuoteWerks Item's Manufacturer Part Number will be mapped to both the Autotask Product SKU and Manufacturer Product Name. Prior to this update, it was only mapped to the Manufacturer Product Name. This is helpful, because in Autotask, you can easily search for a Product by the SKU field, but cannot search by Manufacturer Product Name. [Build: 5.16] | ||
| 27. Added right click menu "Open" and "Delete" on the Open Document Window grid. [Build: 5.16] | ||
| 28. For QuoteValet users, if upload a document, then change the Windows Regional settings (switching the decimal separator), and then re-upload WITHOUT restarting QuoteWerks, the numbers would be wrong due to decimal mismatch. Now, just for good measure the Windows Regional settings are checked every time before uploading to QuoteValet. [Build: 5.22] | ||
| 29. For ACT! for Web users, beta support is activated for version 16. [Build: 5.35] | ||
| 30. For QuickBooks users, beta support is activated for version 2014. [Build: 5.35] | ||
| 31. Updated Ingram Micro online ordering URL to work with their new URL. [Build: 5.35] | ||
| Fixes - Version 4.8 | ||
| 1. Text field changes in QuoteValet quote would be applied to the QuoteWerks quote, but not numeric field changes. [Build: 1] | ||
| 2. For MS CRM users, when integrating with MS CRM Quotes - If the Description of an Item was over 500 characters, the line would not be created in the MS CRM Quote. This would cause the quote totals in MS CRM not to match QuoteWerks. [Build: 1] | ||
| 3. For MS CRM users, when selecting MS CRM 5, the credentials were not saving on the user preferences form. [Build: 1] | ||
| 4. On the Edit Product Window, on the Pricing tab, if choosing "Formula Based" for Item Pricing Method, and if the ExtendedList field was selected as the field to base the calculation on, it would be ignored and the ExtendedPrice would be used. [Build: 1] | ||
| 5. For Outlook BCM users, Home accounts were not being shown for a contact search if a user selected 'Accounts' as their contacts folder and set their address type to 'Home'. [Build: 1] | ||
| 6. For Tech Data users, when placing online order, if the new "Delivery Confirmation (FedEx Only)" MyOrderTracker option was set, would receive an error "Invalid My OrderTracker event code 'OD'" [Build: 01.02] | ||
| 7. For Tech Data users, in the Order Status the Tech Data line item status of "BLOCKED" was not being detected. [Build: 01.02] | ||
| 8. For ConnectWise users, "run-time error '92': For loop not initialized searching ConnectWise product list. Would happen when connection to ConnectWise timed out. [Build: 01.05] | ||
| 9. For ConnectWise users, "run-time error '91': Object variable or With block variable not set" when selecting a ConnectWise contact that has been deleted from ConnectWise, but is still in the ConnectWise recycle bin. [Build: 01.05] | ||
| 10. Would receive error "The User/Group RecNo '[##]' was not found in ConvertListOfUserAndGroupRecNosInAccessListToDelimitedList()" [Build: 2] | ||
| 11. When adding a new Microsoft Access product data source, the Azure setup was appearing in the wizard. [Build: 2] | ||
| 12. The Realtime credentials [Test] button for Tech Data UK was not working correctly. [Build: 2] | ||
| 13. If Approval is required before a user can save a quote as a PDF file, then on the Print window, if a Word document is selected on the Layouts tab and the [Preview] button is selected, the user will not be able to preview the Merged Word document. [Build: 2] | ||
| 14. When emailing from the Preview window, the PDF file was not getting automatically attached to the CRM record. [Build: 2] | ||
| 15. The Customer profile name under the Utilities->Customer Profile Maintenance is now correctly limited to 30 characters. [Build: 2] | ||
| 16. For QuoteValet users, in the QuoteValet Dashboard you could not dismiss OrderForm documents. [Build: 2.01] | ||
| 17. Would receive error when attempting to upload image files to QuoteValet using the QuoteValet setup tab in QuoteWerks. [Build: 2.02] | ||
| 18. For QuoteValet users, in the QuoteValet Dashboard you could not dismiss inbox notifications of OrderForm Shopping Cart views if the OrderForm had not been submitted. [Build: 2.03] | ||
| 19. The Real-time credentials [Test] button for non-USA regions for Ingram Micro, SYNNEX, and D&H is now working correctly. [Build: 3] | ||
| 20. On the Purchase Orders tab of the Purchasing window, when retrieving order status, if the number of serial numbers returned for a single line item exceeded 14 would cause a display issue. [Build: 3] | ||
| 21. On the Purchase Orders tab of the Purchasing window, when retrieving order status, if multiple quantities of a single item were split into two different fulfillments, a display issue would occur. [Build: 3] | ||
| 22. On the SYNNEX sub tab of the Real-time tab under the Tools->Options menu, when selecting the region of Canada, the online ordering setup button was incorrectly disabled. [Build: 3] | ||
| 23. When using the Vendor Import Wizard, would incorrectly receive the message "You need to complete EITHER the separate 'First Name' and 'Last Name' fields, or the combined 'SalesRep' field, not both. [Build: 3] | ||
| 24. When running a build prior to 4.8 Build 1 and then updating to 4.8 Build 2, the Build 2 database changes would not be applied. [Build: 3] | ||
| 25. For ConnectWise users, when attaching files to the ConnectWise opportunity, there would be an intermittent timeout on the connection to the ConnectWise service resulting in a failed attachment. The connection is now automatically restored, resolving the issue. [Build: 3.01] | ||
| 26. The CustomText03, CustomText04, and CustomText05 field values were not displaying on the print layout if the HidePrice attribute was set. [Build: 3.01] | ||
| 27. When converting a quote to an order and choosing the option 'Remove Non-Selected Optional Items', if there were no selected line items in the document, would receive an error about no line items being in the order document. [Build: 3.01] | ||
| 28. When getting a FedEx/UPS shipping rate for the document level shipping amount, the default price modifier from the setup was not being used. [Build: 3.01] | ||
| 29. When getting a FedEx/UPS shipping rate for the document level shipping amount, the selected price modifier was not getting saved with the document. [Build: 3.01] | ||
| 30. When adding a new FedEx/UPS shipping rate line item or editing an existing line item, the default cost modifier or cost modifier from the line item was interfering with the unit price calculation. It is now cleared. [Build: 3.01] | ||
| 31. For FedEx shipping rate users, received error "Error in QWXML_GetValue: Reason: Reference to undeclared namespace prefix: 'SOAP-ENV'." [Build: 5] | ||
| 32. If there were over 32,768 orders in the Export to QuickBooks or Export to Peachtree window would receive an overflow error. Also on the Purchasing window. [Build: 5] | ||
| 33. A QuoteWerks v4.7 shortcut was appearing in the QuoteWerks program group of a fresh installation of QuoteWerks v4.8 [Build: 5] | ||
| 34. For Tech Data Canada real-time pricing & availability users were receiving an error about a invalid data for a promo price. [Build: 5] | ||
| 35. For Canadian users, when a quote was opened initially, the taxes would not be calculated for the line items that were a member of a group. Changing the Group quantity would force the calculations. [Build: 5] | ||
| 36. For QuoteValet users, on the QuoteValet Dashboard payment tab would receive a message "Results have been limited by user rights.", but in some cases it should have actually displayed "There are payment(s) not shown because the document has not been imported yet." This would be the case of a QuoteValet Mobile quote or QuoteValet Shopping Cart order that has not been imported into the local QuoteWerks database yet. In this case, you would need to import the document from the Inbox tab. [Build: 5] | ||
| 37. If a group was flagged as optional and was not selected, it would be included in the CRM Opportunity (if created) for ACT!, ACT! for Web, ConnectWise, Autotask, Outlook BCM, and MS CRM. [Build: 5] | ||
| 38. When a part number search was run through Etilize and Etilize did not return a match, the QuoteWerks Part Locator search was automatically run, and if the QuoteWerks Part Locator did find the part number, the image displayed would always be of a HP toner cartridge. [Build: 5] | ||
| 39. For non-USA SugarCRM users, it was possible that the dates associated with SugarCRM calls and opportunities wouldn't be saved and/or loaded correctly causing discrepancies. [Build: 5] | ||
| 40. In Grouped Bundles on the quote that were converted to a single recurring monthly revenue price amount (Recurring Groups), the cost amount is also converted to a monthly amount to maintain a meaningful profit margin (Monthly Price - Monthly Cost). The monthly cost was being calculated using the APR for the customer price rather than a 0% APR for the cost. [Build: 5] | ||
| 41. The ConvertedOn date on the Notes tab of the Quote WorkBook would display a date of 1899 if there was no ConvertedOn date. [Build: 5] | ||
| 42. On the Adjust cost window, if the item had a price modifier like "P20R01", after changing the cost, the price modifier would be truncated like "0R01" and would not recalculate correctly. [Build: 5] | ||
| 43. After a rehost to SQL the contacts.mdb and auxdata.mdb files were not getting renamed to contacts.rehosted and auxdata.rehosted respectively. [Build: 5] | ||
| 44. The auxdata.mdb file was not getting rehosted to the SQL database during the rehost to SQL process. [Build: 5] | ||
| 45. When clicking on the Picture Panel grid toolbar button, if you happened to be on a line item type that does not support item pictures, then it would not display the Picture Panel. [Build: 5] | ||
| 46. Issue introduced in 4.8 build 4.x, if the QuoteWerks API was used to call a function like ItemFunctions.AddItemFromProductDatabase, that internally clears the copy buffer would receive a stack overflow error. [Build: 5] | ||
| 47. For QuickBooks users, if the QuickBooks ItemName was mapped to the InternalPartNumber field, when adding a QuickBooks item from the QuickBooks Product Data Source into the QuoteWerks quote, the InternalPartNumber field in the QuoteWerks line item was not getting populated with the correct data. [Build: 5] | ||
| 48. When setting the default Deposit Required settings on the Documents tab of the Tools->Options menu would receive run-time error '9'. This issue was introduced in Build 4.x. [Build: 5] | ||
| 49. The Convert to Order window was incorrectly always displaying that the order was converted by QuoteValet, even when it had not been. [Build: 5] | ||
| 50. On the XML Viewer debugging window, if there was a problem parsing the XML, an error would occur. [Build: 5] | ||
| 51. For ConnectWise users, on the Create ConnectWise Service Ticket window, the fields "New Detail Description Note" and "New Internal Analysis Note" did not support multiple lines. [Build: 5] | ||
| 52. The "Powered by Etilize" image displayed in the Etilize spec sheet was missing due to a change by Etilize. [Build: 5] | ||
| 53. For ConnectWise users, In some cases an error would occur when attempting to attach a QuoteWerks document to a ConnectWise opportunity as part of the QuoteWerks->ConnectWise integration. [Build: 5] | ||
| 54. D&H now returns more detailed item level information when pricing and availability is requested for multiple part numbers at the same time. Adjustments were made to accommodate this new functionality. In the online ordering could receive error "index out of bounds" because of the new functionality before this accommodation was made. The P&A test button was also affected by this change and now is working correctly. [Build: 5.12] | ||
| 55. When choosing File->Duplicate menu, the AuditTrail, ConvertedBy, and ConvertedRef fields were not getting cleared. [Build: 5.12] | ||
| 56. For Autotask users, error 91 when creating or updating an Autotask Opportunity. This had to do with an issue where Autotask was not returning any results for a resources query. [Build: 5.12] | ||
| 57. If a local image was embedded in an email and the path contained a space in it, then the recipient would not see the image and often would see both the plain text and the HTML version of the email. [Build: 5.12] | ||
| 58. Using new Online Ordering price override feature introduced in build 5.00, if you chose the realtime price vs the QuoteWerks price, this price selection was not passing back to the Purchase Order line item in the QuoteWerks Purchase order or the Purchase Order in QuickBooks (if it was also exported to QuickBooks). [Build: 5.12] | ||
| 59. When selecting the Edit->Change Line type while a line item in a group was selected, and choosing Comment or Heading, the item would be removed from the group. [Build: 5.12] | ||
| 60. For QuoteValet users, when exposing the QtyBase field to be modified on the QuoteValet page, when opening the quote in QuoteWerks and the changes were being synchronized, if the Qty change was for a Group Header line, the calculation for the new quantity was not being run. [Build: 5.12] | ||
| 61. If you select the File->Save As menu for document that has been uploaded to QuoteValet and you choose to move the QuoteValet links to the new "saved-as" copy, QuoteWerks did not remind you to re-upload the quote to QuoteValet. [Build: 5.12] | ||
| 62. For QuoteValet users, with the option set to use QuoteValet for the approval process, if the File->Approve Quote menu was used without previously sending an approval request, the approval would not show up in the QuoteValet activity history. [Build: 5.12] | ||
| 63. On the Purchase Orders tab of the Purchasing window, if the lightning bolt button was clicked and there were no purchase orders listed would receive error "object variable not set..". [Build: 5.12] | ||
| 64. When creating a new product database on an installation that is rehosted to SQL, in the case where all the table names in the database added together where longer than 32,768 characters would receive an overflow error. [Build: 5.12] | ||
| 65. When placing online orders and no quotes were open, would receive GetActiveSheet() error when using the F2Lookups, or when sending the order confirmation email. [Build: 5.12] | ||
| 66. For FedEx integration, if there was an authentication error, no error message was being displayed. [Build: 5.12] | ||
| 67. The File->Convert To Order menu is now disabled if the currently open document is a QUOTE that already has a DocStatus equal to the LostQuoteDocStatus set under Tools->Options. [Build: 5.16] | ||
| 68. For Autotask Users, When QuoteWerks closed the Autotask Opportunity as Won, the recently added Autotask field 'Closed Date' was not being set. This caused an issue when viewing the Opportunity in Autotask. [Build: 5.16] | ||
| 69. For Autotask users, QuoteWerks now supports the updated Allocation fields for Products and Cost Items. The separated Allocation Codes for Products and Cost Items have now been combined into a single mapping in the Autotask Setup within QuoteWerks. [Build: 5.16] | ||
| 70. For ConnectWise users, when creating a new Order directly (vs converting from a quote), the Completed Opportunity created in ConnectWise would be duplicated. [Build: 5.16] | ||
| 71. If a document was opened in read-only mode (because another user had it open), or if a document was opened in view-only mode (because the logged in user did not have rights to modify the quote, but did have rights to view it), the logged in user would be allowed to proceed with File->Convert to Lost Sale, File->Approve Quote, File-Convert to Order, File->Rename, File->Delete, and File->Insert document operations. Ultimately, in most cases the operation would not be allowed to complete, but the operations were allowed to start. [Build: 5.16] | ||
| 72. For UPS rate users would receive "ErrorDescription: The XML document is not well formed". Issue introduced in a Build 5.x release. [Build: 5.21] | ||
| 73. If you had master rights would receive erroneous message "Only users with 'MasterRights' or 'NonMasterRightsUser_CanAdministerSystemEmailTemplates' rights can modify (System) e-mail templates." when attempting to edit a system email template. [Build: 5.21] | ||
| 74. When a document is a template, you cannot perform the following actions: Convert to Lost sale, Convert to Order/Invoice, or Approval. [Build: 5.21] | ||
| 75. New Misc Access right "CannotExportDocumentsToClipboard" added in build 5.16 prevented people without this right from performing the action. [Build: 5.21] | ||
| 76. Would receive error "unknown LineType 0 in LineTypeOptionButtonIndex()". Introduced in 4.8 build 5.12. This would happen when adding items into a Bundle, Required Items, or Configuration Items container. [Build: 5.22] | ||
| 77. For Maximizer users, would receive error "Error in GetMaximizerDetailDefsObject" when setting up the Maximizer DataLink fields if no interaction with Maximizer had been performed yet. [Build: 5.23] | ||
| 78. When attempting to rename a document template would receive an error message "Error, the owner of document " was not found in User Security Database - Access Denied" [Build: 5.23] | ||
| 79. The installer contained a new PreparedBy field that will be in an upcoming release that should not be in the 5.x release. This was causing an error "Invalid column name 'PreparedBy'" when synching. [Build: 5.24] | ||
| 80. For Outlook 2013 users, Microsoft no longer supports the linking of Calls and Journals to Outlook Contacts. This was causing an "Error (91) creating outlook journal entry" and "Error (91) creating outlook appointment". See KB article for details: http://www.quotewerks.com/kbase/showArticle.asp?id=9769 [Build: 5.25] | ||
| 81. Redemption requires that Redemption, QuoteWerks, and Outlook all be 64-bit. QuoteWerks is a 32-bit app so the Redemption solution will simply not work with QuoteWerks and Outlook 64-bit. When these 3 applications are not all of the same bitness, you can receive the error "automation error wrong OS or OS conversion for application". Starting in QuoteWerks 4.8 Build 5.29 or higher, QuoteWerks checks for this mismatch and deactivates these features eliminating the error message. [Build: 5.30] | ||
| 82. New support for Tech Data online order status of 'Canceled'. Would receive "TechDataLineStatusConvertToStandard()" error. [Build: 5.30] | ||
| 83. When cloning the Administrator user on a fresh installation of QuoteWerks would receive "error (94) Invalid use of Null was encountered in the MIDA_RecordsetAddRecEx function". [Build: 5.30] | ||
| 84. When updating from a build earlier than 4.8 Build 2, some installations would receive an "error 13 type mismatch" during the data updating process of "Correcting Group members...". [Build: 5.30] | ||
| 85. For Autotask users, the Allocation Code Mapping would be ignored and the default Allocation Codes would be used when creating new items in Autotask. [Build: 5.35] | ||
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