407-248-1481
QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
6 Search results for Refresh item Details
6 Search results for Refresh item Details
Version: 5.7 Build: 2.14 Release Date: 02/23/2022 Type: New View All Features in Build
The Tools->Refresh Item Details now supports updating the UnitCost, UnitPrice, UnitList, CostModifier, and PriceModifier fields. When updating these fields from the Refresh Item Details window, you have more advanced control over the pricing fields as opposed to the Get Latest Pricing feature. When using Refresh Item details, if you update the Price, the PriceModifier will be cleared just like when you manually enter a price in the line item through the Document Items grid. Same for the Cost and CostModifier. There is an option "[] Display Adjust Price Dialog if cost is changed" which will give you a chance to apply a UnitCost change and also determine the UnitPrice should be affected if the UnitPrice was being calculated by a PriceModifier. Using Refresh Item Details, it simply updates individual specified fields without any regard to the relationships between these Pricing fields. In contrast, the Refresh item w/Latest Pricing behaves differently depending upon if there is a CostModifier and/or PriceModifier. If there is no PriceModifier, then it will update all the pricing fields including the UnitCost, UnitPrice, and UnitList fields, however if there is a Price Modifier, it will update the UnitCost and UnitList and then ask how you want to handle the UnitPrice that is being affected by the change in UnitCost.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: Fix View All Features in Build
On the Refresh Item Details window the "ShippingPrice" field was returning an error because the field name is ShippingAmount in the Document.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: New View All Features in Build
On the Refresh Item Details window the Category field is now available.Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: Fix View All Features in Build
When Misc Access rights are set to prevent a user from manually modifying a field on the document items tab, it was preventing system actions (initiated by a user) like refreshing item details from a product data sources from updating those fields.
Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: New View All Features in Build
The Tools->Refresh Item Details menu now an option to choose which Product Data Source you want to refresh the line item data from. Also there is an option "Obtain refreshed data from:" when multiple line items are selected to force the refresh to look in the selected database versus the database specified in the line item. Also the columns are sortable useful in grouping all fields together that have data in them, or sorting the field names alphabetically.Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: New View All Features in Build
Added new Tools->Refresh item Details menu. With this you can refresh line item information by re-retrieving field information from the product data source that the item is associated with. The ManufacturerPartNumber field will be used to lookup the product in the product database indicated in the Vendor field. The feature supports multiple-selections enabling you to update multiple line items at the same time. The Refresh item Details window enables you to choose which individual fields you would like to refresh and will remember your selections when updating multiple line items at the same time. The refreshing obeys the same Tools->Options Field Links tab settings use when adding items to the quote. There is also toolbar button above the grid for this Refresh item Details feature.
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...