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QuoteWerks Update Center
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Version 4.0 Build 33.02 Summary
Version 4.0 Build 33.02 Summary
| 44 New, 23 Fixes, and 19 Miscellaneous features Released on 02/15/2008 View all features/fixes from all builds of version 4.0  Download (71.2 MB) | ||
| New Features - Build 33 | ||
| 1. New Online Ordering module (requires real-time module) can place online orders with Tech Data (USA) from within QuoteWerks. Order items from a single order, or combine items from multiple QuoteWerks orders into a single Tech Data order. This will save you the time and hassle of calling your Tech Data sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and Tech Data sales order number will automatically be stored with your QuoteWerks order for reference. When placing Tech Data online orders electronically through QuoteWerks, there is an option that will let you flag the order for manual review and release by a sales rep. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. You can also place a note in the order to ask the sales rep to call you to confirm pricing. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports government and educational pricing, Tech Data MyOrderTracker, and assists Tech Data MyOpportunityTracker by optionally supplying end user details with the order. | ||
| 2. QuickBooks 2008 (USA only) is now supported! | ||
| 3. Microsoft SQL Server 2008 is now supported! | ||
| 4. GoldMine 7.5 is now supported! | ||
| 5. Maximizer 10 is now supported! | ||
| 6. SalesLogix 7.2 is now supported! | ||
| 7. Ingram Micro United Kingdom real-time Pricing & Availability is now supported! | ||
| 8. When closing certain windows like the main QuoteWerks window, the Product Lookup window, the Open Document window, the View Log window, Configuration Setup, and Edit Item window the position and size of the window is saved for the next time that you open that window. In situations where a user runs QuoteWerks from more than one machine like if QuoteWerks is run from a network workstation (that has dual monitors) and then also is run through terminal services (which does not have dual monitors), when QuoteWerks is run through Terminal Services, if one of those windows was last open on the second monitor, the window would display outside of your viewable area (so you could not see it). Now all window memorized position data is stored per user per machine name which supports differing monitor configurations. | ||
| 9. Added CustomNumber03, CustomNumber04, and CustomNumber05 fields to the Edit Product window. These fields also display in the Product Lookup and Document Items grids. | ||
| 10. Added CustomText11, CustomText12, CustomText13, and CustomText14 fields to the Edit Product window. These fields also display in the Product Lookup and Document Items grids. | ||
| 11. On the Personal tab of the Tools|My Preferences menu, added fields Address1, Address2, Address3, City, State, PostalCode, Country, PhoneExt and FaxExt. This is useful for Terminal Server or Citrix type of environments where sales reps from various geographical locations connect to the server and all need to display their own address information on print layouts rather than the central company address information. These fields are available in the layout designer under the 'Application' table as LoggedInUserAddress1, LoggedInUserAddress2, LoggedInUserAddress3, LoggedInUserCity, LoggedInUserState, LoggedInUserPostalCode, LoggedInUserCountry, &LoggedInUserAddress, &LoggedInUserFullAddress, LoggedInUserPhoneExt and LoggedInUserFaxExt. Additionally, these same fields are available as cover page/literature document macros as &APP_LoggedInUserAddress1, &APP_LoggedInUserAddress2, &APP_LoggedInUserAddress3, &APP_LoggedInUserCity, &APP_LoggedInUserState, &APP_LoggedInUserPostalCode, &APP_LoggedInUserCountry, &APP_&LoggedInUserAddress, &APP_&LoggedInUserFullAddress, &APP_LoggedInUserPhoneExt, and &APP_LoggedInUserFaxExt. | ||
| 12. In conjunction with the new LoggedInUserXXXX fields, added the fields &SalesRepAddress1, &SalesRepAddress2, &SalesRepAddress3, &SalesRepUserCity, &SalesRepUserState, &SalesRepUserPostalCode, &SalesRepUserCountry, &SalesRepAddress, &SalesRepFullAddress, &SalesRepUserPhoneExt and &SalesRepUserFaxExt in the layout designer under the 'DocumentHeaders' table. Additionally, these same fields are available as cover page/literature document macros as &DH_&SalesRepAddress1, &DH_&SalesRepAddress2, &DH_&SalesRepAddress3, &DH_&SalesRepCity, &DH_&SalesRepState, &DH_&SalesRepPostalCode, &DH_&SalesRepCountry, &DH_&SalesRepAddress, &DH_&SalesRepFullAddress, &DH_&SalesRepPhoneExt, and &DH_&SalesRepFaxExt. | ||
| 13. Added macro field &DH_&SalesRepFullName. | ||
| 14. Added Misc Access right "CannotManuallyModifyFixedPriceInAddItemAssistant". When an item is selected from the product database and the item pricing method is set to "Fixed" and this right is set, the user will not be able to change the Unit Price in the Add Item Assistant.
-New: Added Misc Access right | ||
| 15. "CannotManuallyModifyPriceModifierInAddItemAssistant". When an item is selected from the product database and the item pricing method is set to a price modifier based method and this right is set, the user will not be able to change the Price Modifier in the Add Item Assistant. | ||
| 16. Added support for CustomMemo01 and CustomMemo02 fields when linking to an external product data source. | ||
| 17. When running the Configurator, full description field value will now be displayed in a tool-tip. | ||
| 18. When inserting fields into the layout designer, the last field that you just inserted will now be selected by default which will help when selecting several fields in a row by defaulting the selection to a selection close to the next field that you may be inserting. | ||
| 19. For QuickBooks users, there is now an option to specify 'Ready for Export' criteria. With this new feature, only documents that match your criteria will be displayed in the Non-Exported documents tab on the QuickBooks batch export window. The DocType can now be specified in addition to the DocStatus being 'Equal to' or 'Not Equal to' one or more values. This is useful to set, for example, DocStatus 'Not Equal to' "Lost,Void,Exported" so that any documents that have been Lost, Voided, or Exported will not be displayed. The drop-down list will display all DocStatus F2 Lookup values and all unique values from the database. | ||
| 20. For QuoteWerks built-in contact database users, on the Lookup QuoteWerks contact window accessed by the Contacts|Lookup menu added a [Clone] button to clone existing contacts. | ||
| 21. On the File|Save and File|Save As windows you can now manually modify the Project No or choose to have the next available Project No assigned. | ||
| 22. On the Advanced section of the File|Open window, there is now a drop down list for the Project Number field that displays a list of all project numbers referenced in any documents that the currently logged in user has access to. | ||
| 23. Added Misc Access right. You may want to restrict a user from being able to delete a contact record in the QuoteWerks contact database. Use the Misc Access right "CannotDeleteContactRecord". | ||
| 24. Added Misc access right "CannotManuallyModifyProjectNo" | ||
| 25. Added cover page/literature document macros &DH_&TotalCost and &DH_&TotalList. | ||
| 26. Added cover page/literature document macros &DH_&FirstName, &DH_&LastName, &DH_LastModified_Date, &DH_LastModified_Time. | ||
| 27. Added macro "&SYS_45DaysAgoForSQL". | ||
| 28. The QuoteWerks webconnector now supports a new method of "opendocument", and you can pass either the DocNo or DocName to initiate the opening of a document. This enables you to open a QuoteWerks document from a hyperlink on a webpage. | ||
| 29. For QuickBooks users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (QuickBooks Item Name) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%", "%door%") without having to check the "Begins with" checkbox. | ||
| 30. For Peachtree users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (Peachtree Item ID) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox. | ||
| 31. For salesforce.com users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (salesforce.com Product Code) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox. | ||
| 32. On the Product Lookup window, when a salesforce.com Product Data Source is selected and the grid has focus, pressing the F5 key will force QuoteWerks to re-retrieve the list of products from salesforce.com (rather than use the cached values normally used for increased performance). | ||
| 33. Added new Utilities|API Info menu to the Medic Utility. This will verify that the qw4.dll is registered and functioning, and will display the location, version and date/time of the file. | ||
| 34. On the QuickBooks and Peachtree batch export window, pressing the F5 key will refresh the list of documents displayed. | ||
| 35. For Peachtree users, when exporting an Invoice to Peachtree, if the DocDueDate field on the QuoteWerks Sale Info tab was empty, a Due Date will be calculated using the Terms value with the reference date being the Document Date or Date Exported depending upon the setup option you have selected in the Peachtree link setup. | ||
| 36. On the Compare Assistant window, when searching for a part number, any part numbers that begin with the entered value will be displayed rather than only exact matches. | ||
| 37. For Peachtree users, "Cost of Sales" type accounts are now listed in the Default GL Purchase Account drop down on the Items subtab of the Mappings tab under the Tools|Options menu. | ||
| 38. Add "Our Company Location" settings on the Company tab under the Tools|Options menu (company tab was added for this feature). Here you can specify the physical location of your company which can then be used in print layouts, cover pages. The cover pages macros for this information are: &APP_OurLocationCompany, &APP_OurLocationContact, &APP_OurLocationAddress1, &APP_OurLocationAddress2, &APP_OurLocationAddress3, &APP_OurLocationCity, &APP_OurLocationState, APP_OurLocationPostalCode, &APP_OurLocationCountry, &APP_OurLocationPhoneNumber, &APP_OurLocationPhoneExt, &APP_OurLocationFaxNumber, &APP_OurLocationFaxExt, &APP_OurLocationEmail, &APP_&OurLocationAddress, &APP_&OurLocationFullAddress. The similiarly named fields are also available in the print layout designer through the Insert|Data Field menu, under the "Application" table. | ||
| 39. On the Documents tab of the Tools|Options menu, the default Doc Due Date can now be cleared (set to blank). When this is done, the default Doc Due Date will be blank. | ||
| 40. In Customize Product Columns window, double-clicking on a field will now Add or Remove the item from the list depending upon which list the field is in. | ||
| 41. In the Product Lookup window, the product database resizing pane can now be resized 20% wider. | ||
| 42. Added new 'DLL' object to the QuoteWerks API Backend qw4.dll. Through this QuoteWerksBackend.DLL interface you can retrieve the properties: VersionMajor, VersionMinor, VersionRevision, File. These are useful in determining which version of the backend object is currently installed. This feature was added in revision 10 of version 4.0. | ||
| 43. For API users, QuoteWerksBackend.Installations collection now includes all the installations that are available through the local machine. The collection lists the installations in the priority assigned through the QuoteWerks Launcher app. The collection only lists installations that are currently valid and accessible which is useful in situations where QuoteWerks is installed on the network and on the local laptop. Typically in that environment, the QuoteWerks Launcher would be used to set the Network installation as the first installation to try and use and if it is not available, then use the laptop installation. When the laptop is disconnected from the network, the Laptop installation will be the first installation listed in the collection. For existing code, this change mostly changes which installation is located in the (1) position of the installations collection. Before build 33 it was the last installation installed. After build 33 it is whichever installation has been set as the top priority. | ||
| 44. Added new Peachtree option "Use company name instead of contact name for Ship To Name" on the Customers subtab of the Mappings tab on the Peachtree Interactive Link Setup. When this option is selected, the company name instead of the contact name will be used when creating the ship to record in the Peachtree customer record and also in the Peachtree Invoice, Sales Order, and/or Purchase Orders. [Service Release: 33.02] | ||
| Misc Features - Build 33 | ||
| 1. In the Peachtree Link Setup, when selecting the Peachtree Company ID a message is now displayed explaining that QuoteWerks integrates with the Peachtree Company that is currently open in Peachtree. | ||
| 2. When the Print Window is loaded, if the product database for a line item is not found, the status bar message notification will only beep the first time instead of beeping for each one. | ||
| 3. When entering Remote License Key, QuoteWerks will now notify you that you need to copy the security.mdb database file to this installation to complete the acceptance of the Remote License Key. Additionally, for Corporate Edition users, until this has been done, the ability to rehost the backend to SQL will not be available. | ||
| 4. With the Peachtree link, if an error occurs when sending a transaction to Peachtree, the temporary import transaction file will not be deleted so that it can be used for troubleshooting. | ||
| 5. Clarified the 'Existing Installation Options' step in the QuoteWerks Installer Shared Installation to better define "Install Samples" | ||
| 6. In the Peachtree link, when exporting purchase orders, if the Accounts Payable account has not been specified in the setup, you are notified and the export is cancelled. | ||
| 7. In the Trial License Key reminder dialog, the licensing description of the license key is now displayed (like 'Professional Edition' license) in addition to the License Key letter type of 'J'. | ||
| 8. Sage fixed the bug in ACT! 10.0 (2008) with the release of ACT! 10.1 (2008). With this fix in place, the ability to set associated groups for an opportunity is now enabled for ACT! version 10.1 or higher. (See KB article #6484 for details). | ||
| 9. When opening a quote, the line items would load first and then the quote header information. Now, the quote header information is loaded into the workbook first and then the items. This design flows better. | ||
| 10. Added verification prompt when clicking on the [Restore defaults] button when customizing the document items columns or product columns. | ||
| 11. The checkbox "Shipping is taxable." on the Installation tab of the Tools|Options menu will now only appear when the "Base sales tax calculations on country" setting on the Regional tab is not to "Canada". This will avoid confusion since this option only applies under this circumstance. | ||
| 12. In Peachtree link if the "Part Numbers are required for all items exported to Peachtree" option is set, then QuoteWerks will no longer require that a Default GL Purchase Account be specified. | ||
| 13. When installing a QuoteWerks update, QuoteWerks now checks to see if the qw4.dll backend api file is in use and if it is, the update will not be able to proceed. Without this check, this file was not getting updated, as 3rd party addon products that integrate with QuoteWerks would often be running when a QuoteWerks update was installed and therefore the in-use file could not be updated resulting in and incomplete update. | ||
| 14. In the Medic Utility, when selecting the Utilities|Remove Read-Only Properties menu, a progress window is now displayed. | ||
| 15. On the Product Lookup window, renamed the Manufacturer Part Number "Partial" checkbox to "Begins with". | ||
| 16. The title bar of a critical error message now includes the version of the SQL backend if a SQL backend is in use. | ||
| 17. Starting with QuoteWerks 4.0 Build 33 we discontinued support for Windows 95, 98, and Me. Windows 2000, Windows XP, and Windows Vista are still supported. | ||
| 18. On the Create New Peachtree Customer window, added a note clarifying that any changes made on this window will be reflected in the Peachtree customer definition, but not on the Peachtree Invoice, Sales Order, or Purchase Order. [Service Release: 33.02] | ||
| 19. For Tech Data online ordering, if the city name is too long, now a message is displayed with suggestions on how to proceed. [Service Release: 33.02] | ||
| Fixes - Build 33 | ||
| 1. In some cases, when Opening a quote using the Open Document window and then using the QuoteWerks title bar close button (X button) to exit QuoteWerks, the qw4.exe would still be running as a process. When you attempted to start QuoteWerks again, you would be notified that it was already running. | ||
| 2. In the Medic Utility when selecting the Utilities|Data Manager for QuoteWerks databases menu, would receive run-time error '3709' The connection cannot be used to perform this operation. It is either closed or invalid in this context. This would be received if a password protected database was in the QuoteWerks root folder. | ||
| 3. If Internet Explorer 7 is installed, selecting the Help|Contents and Index menu would not display the Contents and Index. | ||
| 4. Also, when opening a quote, the hourglass mousepointer was reset before the quote was fully loaded giving the impression it was done loading. | ||
| 5. In the Medic Utility Data Manager, on the Pre-defined Product Database Queries tab, choosing the "Copy Part Number" option to copy the manufacturer part number to the vendor part number and vice-versa would result in the opposite action. | ||
| 6. In Peachtree link, some item types do not have a GL_Sales_Account or GL_Inventory_Account. This would cause an error about these accounts when exporting purchase orders to Peachtree. | ||
| 7. In the Peachtree link when creating new items you could proceed without completing the required account selections. | ||
| 8. Issue with detecting SalesLogix version for advanced SalesLogix features when the comma character was the decimal separator and no character was specified in Windows settings for the digit grouping character. | ||
| 9. In Contacts|DDE Center menu when selecting or typing a field name, the Most Recent selection functionality would truncate the first 6 characters of the macro that was selected or typed in. | ||
| 10. For GoldMine 4.0 users would receive error "Invalid Datastream iHandle was returned in FindGoldMineContactUsingDataStreamEx()...." when searching for a GoldMine contact under the Contacts|Lookup menu. | ||
| 11. For installations with an Access backend, when cloning a bundle, the new cloned bundle would not appear until you closed and re-opened the bundle window, or clicked on the "Show All" option button. | ||
| 12. SYNNEX Canada users would receive an error "FTP Download of SYNNEX category codes file failed so the default will be used...login incorrect". | ||
| 13. If an alternate currency had the same currency symbol as the base currency, then the alternate currency 'Totals for selected items' ribbon button would not appear, removing the ability to see the alternate currency 'Totals for selected items' | ||
| 14. When importing products and selecting an update mode and choosing to update Cost, Price, or List, but no cost modifier or price modifier was mapped would receive error "Invalid Cost Modifier '0'" or error "Invalid Price Modifier '0'". | ||
| 15. When loading a product import template, if the text file that is specified to be imported is not found, and you then select a valid file, and the product import template import mode was in update mode, the list of available fields to update would not be populated. | ||
| 16. When importing products, and selecting an update mode, if you mapped a field that you want to update to a field in the import file that was empty, this empty value would not replace the existing value. | ||
| 17. When adding a new QuoteWerks license through the License Manager, if you pasted a License Key that was in lower case (using the [Paste Key] button), the License Key would be recognized as invalid. | ||
| 18. The Preferred Warehouse could not be set for Ingram Micro users when Canada was set as the Region. This setting is on the Ingram Micro tab of the Real-time tab under the Tools|Options menu. | ||
| 19. On the Ingram Micro subtab of the Realtime tab under the Tools|Options menu, the list of preferred warehouses would display Canadian warehouses when USA was selected. [Service Release: 33.02] | ||
| 20. When retrieving pricing and availability for the items in a Tech Data online order, in some cases the Tech Data server does not return an XML formatted response which caused a "Run-time error '91' Object variable or With block variable not set" error in QuoteWerks. [Service Release: 33.02] | ||
| 21. When upgrading a QuoteWerks 3.0 installation directly to QuoteWerks 4.0 build 33 would receive error "The field name SONumber was not found in ReMapAndGetFieldData" [Service Release: 33.02] | ||
| 22. When the Getting Started panel was displayed and then a modal window was closed that used the hyperlink control an error "QuoteWerks encountered an error" error message would display and then QuoteWerks would shutdown. [Service Release: 33.02] | ||
| 23. With the release of ACT! 10.2 (2008) the ability to set associated groups for an opportunity is disabled again (See KB article #6484 for details). Additionally, without this fix, when ACT! 10.2 is run with QuoteWerks, ACT! would crash QuoteWerks when updating an ACT! opportunity. [Service Release: 33.02] | ||
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