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QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
Version 5.1 Build 6.07 Summary
Version 5.1 Build 6.07 Summary
| 42 New, 16 Fixes, and 8 Miscellaneous features Released on 05/25/2016 View all features/fixes from all builds of version 5.1  Download (109 MB) See a video showcasing the new features. | ||
| New Features - Build 6 | ||
| 1. SugarCRM 7.7 is now supported! [Service Release: 6.03] | ||
| 2. Maximizer 14.1 is now supported! [Service Release: 6.03] | ||
| 3. For salesforce.com users, creating/updating opportunities containing line items is up to 60% faster. [Service Release: 6.03] | ||
| 4. For salesforce.com users, when running merge remote documents, with the "[x] Download attachments from salesforce.com" option checked, it is much faster, and uses less memory especially when choosing the option for "[]DTF files updated or added since last merge" [Service Release: 6.03] | ||
| 5. Effective June 25th, 2016 Salesforce.com now requires all SOAP queries to be sent using the TLS 1.1 protocol. QuoteWerks now supports this. The TLS 1.1 protocol is not available on Windows XP machines, so any users that wish to use QuoteWerks (or any other software) to interact with salesforce.com services will need to be running the software on Windows Vista or higher. Additionally TLS 1.1 requires that the Microsoft .NET framework version 4.5 be installed and Internet Explorer (IE) 11 or higher needs to be installed. In Microsoft Internet Explorer(IE), TLS 1.1 must be enabled. To enable, click on the Gear/Settings button in IE and select Internet Options from the menu. Go to the Advanced tab, and under the Security section, make sure that TLS v1.1 is checked. For more details visit: https://help.salesforce.com/apex/HTViewSolution?id=000221207 [Service Release: 6.03] | ||
| 6. For Product Content Subscribers, on the grid toolbar there is now a "Refresh Etilize Item detail" icon. You can use this to update the selected line items in the Workbook with Etilize detail such as Description, Weight, Picture and more. This is useful when using a non-Etilize data source when adding products to your quote or when importing a Quote from Tech Data or other vendor. In the line item, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must be filled out in order to obtain information about this product from Etilize. [Service Release: 6.03] | ||
| 7. For Product Content Subscribers, in the Paste Special Feature, there is now an option that enables you to update the items to be pasted with Etilize detail such as Description, Weight, Picture and more. In the data that you are pasting, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must have data in them in order to obtain information about this product from Etilize. [Service Release: 6.03] | ||
| 8. For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Bundles. The Vendor and Vendor Part Number selected during the setup of the Bundle will be used when adding the product to the QuoteWerks Document when selecting the Bundle. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document. [Service Release: 6.03] | ||
| 9. For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Configurations. The Vendor and Vendor Part Number selected during the setup of Configuration will be used when adding the product to the QuoteWerks Document when using the Configurator. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document. [Service Release: 6.03] | ||
| 10. For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Required Items Sets. The Vendor and Vendor Part Number selected during the setup of Required Item will be used when adding the product to the QuoteWerks Document. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document. [Service Release: 6.03] | ||
| 11. For Product Content Subscribers, there is now a per user "My Favorites" folder under the Etilize Product Source on the Product Lookup. To add products to the "My Favorites" folder, right click on the product in the Etilize Source list and Select "Add Etilize Product to 'My Favorites'". To remove a product from the "My Favorites" list, right click on the product list and select "Remove Etilize Product from 'My Favorites'". These actions can be performed on a product by product basis or by multi-selecting products in the list. [Service Release: 6.03] | ||
| 12. For Tech Data USA Customers, you can now view a comprehensive list and import all Tech Data Quotes created by Tech Data's sales reps, or created by yourself on the techdata.com website. Tech Data quotes created over the last 45 days will be available. You do not need to know the Tech Data quote number, and you can import all the details into the QuoteWerks quote, saving time and reducing data entry error. To use this feature, on the grid toolbar on the DocumentItems tab, click on the TD icon drop down button and choose "Retrieve Tech Data SAP Quote" menu option. You must have Tech Data XML credentials entered into QuoteWerks to use this feature. Quotes created via StreamOne (Tech Data's Cloud Services Website) are currently not available using this Tech Data API. [Service Release: 6.03] | ||
| 13. There is now an option on the Lease Payment Calculator window to "Include Monthly recurring in lease payment". This will enable you to present your customer with a single monthly payment amount that includes both the lease payment for the upfront purchase amount and also your monthly recurring service charges. [Service Release: 6.03] | ||
| 14. the Payment Options section on the Sale Info tab has been improved to include a display for the Purchase Amount and also the Monthly Recurring Amount. For the Upfront Purchase options, if there is a monthly recurring amount for the quote, it will display that amount in the upfront purchase option. This will also be displayed in the printed output, making it clear to the recipient that if they choose a non-lease payment option there will be the upfront purchase amount and also a monthly amount. [Service Release: 6.03] | ||
| 15. Added new "Purchase Option display macro" customization on the Payment tab under Tools->Options. This gives you better control over the Purchase payment options displayed on the printed/pdf quote. For example, you can now choose to not include the cash price purchase amount in the payment option. [Service Release: 6.03] | ||
| 16. The Export feature of the Management Reports has been completely re-designed. In addition to using the normal filter features, you can now choose which fields of information to export into a text file. You can also choose the order in which the columns are exported, you can specify multiple sort orders for the exported data, you can specify the field delimiter, if you want to include the field names in the first row of the export file and more. You can also specify the path and file name of the export file while also having an option to prompt the user for the file name and path. There is also a misc Access right of "CannotModifyManagementReportExportSettings" that will prevent a user from being able to change the export settings including which fields are exported, the format of the export file, etc. There is also a Misc Access right "CannotExportManagementReportDocumentData" which can be used to stop a user from exporting quote/order/invoice type information from the Management Report. [Service Release: 6.03] | ||
| 17. After cloning a user, that user is now selected in the user list. [Service Release: 6.03] | ||
| 18. When synchronizing, Etilize "My Favorites" can now be synchronized in the initial rollout. [Service Release: 6.03] | ||
| 19. On the Product Lookup window you can now search by InternalPartNumber for native product databases, including ones hosted to Azure, and also in the multiple product database search (which will just search for this field in native product databases. [Service Release: 6.03] | ||
| 20. On the Search Fields tab of the Open Document window, under the Item drop down, you can now select InternalPartNumber and do a line item level search for an InternalPartNumber. [Service Release: 6.03] | ||
| 21. For API users, added new DocFunctions.DocumentPrint2 method. This now allows you to take advantage of the new print selections features allowing you to specify the exact order of each print element you want to print. This method is typically used to automate printing the document directly to a printer or initiating the print preview window, etc. For details, please see the updated SDK. [Service Release: 6.03] | ||
| 22. For API users, added new DocFunctions.DocumentPrintPDF method. This can be used to combine print elements in whatever order you would like and output them to a PDF file of your choice without any input from the user. For details, please see the updated SDK. [Service Release: 6.03] | ||
| 23. For Ingram Micro Canada online ordering users, added Purolator shipping options: Purolator Air, Purolator Air 9am, Purolator Air 10:30am, Purolator Ground, Purolator Express 9am, Purolator Express 10:30am, and Purolator Weekend. [Service Release: 6.03] | ||
| 24. There is now a DocumentHeaders->&QuoteValetTotalPaymentsMade field available in the layout designer for FPC files. This will display the total of payments for this document received through QuoteValet. It is important to note, this sums up the successful payments recorded in the local database, so it is only as current as the last time QuoteWerks communicated with QuoteValet. [Service Release: 6.03] | ||
| 25. The File->Duplicate window now has the option "[x] Reset DocDate, DocDueDate, and ExpirationDate like a new document". This setting will be remembered between sessions. [Service Release: 6.03] | ||
| 26. For QuoteValet users you will be warned if the quote you are about to upload to QuoteValet is already expired. [Service Release: 6.03] | ||
| 27. For Ingram Micro online ordering users, you can now enter special instructions on the Purchase order Info tab even when the "[x] Include End User information (End User information is required in some licensing or warranty orders)." option is checked. [Service Release: 6.03] | ||
| 28. For SugarCRM users on the Create Opportunity window you can now specify the AssignedTo user. [Service Release: 6.03] | ||
| 29. For SugarCRM users on the Create/Update Follow Up Call window you can now specify the AssignedTo user. [Service Release: 6.03] | ||
| 30. Real-time Pricing and Availability is now available for IT Distributor ASI Canada! [Service Release: 6.03] | ||
| 31. For Product Content Subscribers, ASI Canada pricing & availability is now available on the Etilize Panel if you have an account with this distributor. [Service Release: 6.03] | ||
| 32. Added option "When Adding Items to a Group, default HidePrice to yes." on the Misc tab of the Tools->Options menu. This controls the default behavior when adding an item into a group using the Edit->Convert to Group menu option or when adding items into a Grouped Bundle definition. [Service Release: 6.03] | ||
| 33. On the Open Document window the selected DocNo field operator is now remembered per user. [Service Release: 6.03] | ||
| 34. On the Open Document window the selected DocName field operator is now remembered per user. [Service Release: 6.03] | ||
| 35. On the Open Document window the selected DocStatus field operator is now remembered per user. [Service Release: 6.03] | ||
| 36. On the Print Preview window, adding keyboard menu shortcuts, CTRL-P for Print, CTRL-G for Go to Page, CTRL-E for Send E-mail, CTRL-S for Save as PDF, CTRL-U for Attach to CRM, and CTRL-W for close. [Service Release: 6.03] | ||
| 37. When running a report and being asked to supply a value for a field filter and you choose cancel, this will now cancel the report. [Service Release: 6.03] | ||
| 38. GoldMine 2016.1 is now supported! [Service Release: 6.04] | ||
| 39. ConnectWise 2016.4 is now supported! [Service Release: 6.04] | ||
| 40. QuickBooks UK 2016 is now supported! [Service Release: 6.04] | ||
| 41. Microsoft SQL Server 2016 is now supported! [Service Release: 6.06] | ||
| 42. MS CRM 2016 Update (v8.1) is now supported! [Service Release: 6.06] | ||
| Misc Features - Build 6 | ||
| 1. For Tech Data USA Customers, the ability to search Tech Data for a specific Tech Data SAP Quote Number has been moved from the grid toolbar on the Quote Workbook to the new 'Import Tech Data SAP Quotes' window. Click on the Magnifying glass icon. [Service Release: 6.03] | ||
| 2. For Ingram Micro online ordering users, on the order form, the heading will now display "Ingram Micro Online Order Form (DType Order)" if the checkbox "Include End User information (End User information is required in some licensing or warranty orders)." is checked. If it is not checked, it will display "Ingram Micro Online Order Form (Standard Order)". This is useful for troubleshooting with these different order types. [Service Release: 6.03] | ||
| 3. Computer 2000 is now officially Tech Data UK. QuoteWerks was updated with this name change. [Service Release: 6.03] | ||
| 4. The reporting engine has been upgraded to rep9. [Service Release: 6.03] | ||
| 5. On the Print tab of the Tools->Options menu, by default the line numbering options of "Don't number Heading lines, "Don't number Comment lines", "Don't number SubTotal lines", and "Don't number Running SubTotal lines"are now enabled. [Service Release: 6.03] | ||
| 6. For Autotask users, Autotask increased the length of the Product Description available through the Autotask API from 200 to 2000 characters. This increased has been implemented in QuoteWerks. [Service Release: 6.03] | ||
| 7. Contains new updated SHA256 Code Signing Certificate for Microsoft SmartScreen. [Service Release: 6.05] | ||
| 8. Activated Beta testing support for SalesLogix (Infor CRM) 8.3. [Service Release: 6.06] | ||
| Fixes - Build 6 | ||
| 1. When pressing the down arrow key while on the last row of the quote, after having used the F2 look on any cell in that row, if you changed the data in the cell before pressing the down arrow key, then changes would not be retained. [Service Release: 6.03] | ||
| 2. For Product Content Subscribers, when double-clicking on the Vendor Name on the Etilize Panel when selecting to add a product during setup to a Configuration Container, Required Item Set, or Bundle, QuoteWerks could close unexpectedly. [Service Release: 6.03] | ||
| 3. For Etilize users, the character +- was being displayed as ± [Service Release: 6.03] | ||
| 4. For salesforce.com users, using the Utilities->Merge Remote Documents with the "DTF files updated or added since last merge." option and the "Download attachments from salesforce.com" option checked no files would be downloaded. [Service Release: 6.03] | ||
| 5. Outlook 2016 64-bit no longer writes the bitness value into the 32-bit registry key causing the following error message to display when it should not "Error, when checking if Outlook is 32-bit or 64-bit, the registry key 'Software\Microsoft\Office\16.0\Outlook\Bitness' was not found!" [Service Release: 6.03] | ||
| 6. For salesforce.com users, in v5.1 build 3.16i - build 4.33, when opening a quote or dbl-clicking on a dtf file link and the option to "Look for synchronized data" is checked, and the document in the database was found to be older than the contents of the dtf file, would receive a series of errors including "An error occurred in the SaveDocumentToDTFFileEx function." and "while processing a dtf file, an attempt to create a document backup ... failed". [Service Release: 6.03] | ||
| 7. For Autotask users, when converting a quote to an order and an Autotask opportunity was linked to the quote and an Autotask Quote was created for the opportunity, the Autotask Quote was not getting updated with the current line item information in the QuoteWerks order. [Service Release: 6.03] | ||
| 8. For Autotask users, when QuoteWerks saved a quote in Autotask and a Product or Service Line was on the QuoteWerks Quote with a blank Description, a Run-time error 91 occur. [Service Release: 6.03] | ||
| 9. For MS CRM users, when creating a follow up call in MS CRM, the UserName for the call was defaulting to the first name in the list instead of the logged in MS CRM users. [Service Release: 6.03] | ||
| 10. In the layout designer the ToCurrency() function used in a formula was not handling decimal places correctly. A number like 121.03, when passed into it, like ToCurrency(121.03,2), would output 121.30 instead of 121.03. [Service Release: 6.03] | ||
| 11. When using a dialog field with a print layout and cancelling the dialog field input window an error would occur. [Service Release: 6.03] | ||
| 12. For D&H online ordering users, when obtaining real-time pricing and availability would receive errors like "The AssignedID of "BLS8G4D240FSA" from the PARTNUM node of the xml returned from D&H does not match the .VendorPartNumber of the "GAH170MDS3H" at ordinal position 1 in the ordereditems collection.
iParseError=0 [Service Release: 6.03] | ||
| 13. For Dell Premier Customers, When placing an online order with Dell, if an Amex card was used to pay for the order, would receive an error message about credit card length. [Service Release: 6.03] | ||
| 14. For Windows 10 users, the Register Online option on the License Manager window was not working. [Service Release: 6.05] | ||
| 15. On installations rehosted to SQL many years ago, when v5.1 Build 6.01 - 6.06 was installed, in some cases, would receive error "INIFileName was empty for user..." when starting QuoteWerks. User that install v5.1 Build 6.07 that have not installed build 6.01 - 6.06 will no longer receive this error. Any users that installed v5.1 Build 6.01 - 6.06 that experience this issue will need to contact technical support for assistance. [Service Release: 6.07] | ||
| 16. On the Payment options display on the Sale Info tab, changes to the recurring amounts on the quote did not update the "[plus $ monthly] amounts" on the "Credit Card" or "Terms" purchase options. [Service Release: 6.07] | ||
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