QuoteWerks Releases Version 5.7 Build 1.05

Version 5.7 Build 1.05 Summary

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29 New features, 27 Fixes, and 7 Miscellaneous features
New Features – Build 1
1. SugarCRM version 11.2 is now supported! [Service Release: 1.03]
2. GoldMine 2021.2 is now supported! [Service Release: 1.03]
3. QuickBooks Desktop USA version 2022 is now supported! [Service Release: 1.03]
4. Management Reports capabilities have been greatly expanded. In addition to reporting on the Documents and Product Databases, you can now create reports on Purchase Orders (purchasing), Payments, Contacts, Vendors, Bundles, Configurations, Required Items, and Optional Items. For the Purchasing reports, you can create a report that includes and links the POHeaders, POItems, FulfillmentItems, DocumentHeaders, and DocumentItems all together resulting in very powerful reporting! The Payments table is auto-joined with the DocumentHeaders table. All Management Reports have the ability to Export the report data to text file output, so now all this data can be easily exported and then imported into any other system. [Service Release: 1.03]
5. New VendorRFQ product release, including integration with QuoteWerks. VendorRFQ enables customers to communicate with their vendors, discussing and negotiating pricing and details for goods and services, collecting and organizing this information from one or all of their vendors. Your purchasing team will be able to compare and find the lowest prices to purchase available specific goods and services, while knowing at any given time which vendors have received the request for quote, and which have responded. All purchasing and procurement information is available in a centralized location for your team. Under the Utilities->Vendor maintenance menu you will want to setup your vendors, and make sure to enter your account number, the vendor sales rep name, email address, and phone. From the Quote Workbook, simply select an item and click on the VendorRFQ action button to create an RFQ and invite vendors. You can also do this from the Purchasing window. VendorRFQ requires the Corporate Edition of QuoteWerks, a SQL backend (either QuoteWerks DB Hosting subscription, or a SQL database that vendorrfq.com server can access), and a VendorRFQ subscription. VendorRFQ is only supported in master installations, it is not supported in Remote Site or Remote PC installations. The VendorRFQ integration is also supported in the Quote Workbook in QuoteWerks Web. A Misc Access right of “CannotUseVendorRFQLicense” is implemented to control the use of licenses per user. Under the Utilities->View Logs menu, in the Event log, events for “Licensing.VendorRFQLicenseCountExceeded” will be recorded. [Service Release: 1.03]
6. Product Sourcing Panel. What used to be the “Etilize panel” now will show product sourcing information even if you do not have an Etilize subscription, and specifically will display any Vendor RFQs for the selected item and also will show any product data source matches if that option has been setup under the Misc tab of the Tools->Options menu. There is now a [Refresh] button, and a new orange indicator that is displayed next to the vendor that is currently the vendor for the line item in the quote. [Service Release: 1.03]
7. For Maximizer CRM users, Maximizer CRM 2021 R3 is now supported! [Service Release: 1.03]
8. For Product Content Subscribers, added support for Amazon Business pricing. When credentials are setup, searching for products in the Product Lookup Amazon source will return products using the Amazon Business API rather than the Amazon PAPI (Product API) which has the benefit of returning Amazon Business pricing based on your Account versus generic Amazon pricing. [Service Release: 1.03]
9. Tech Data France Real-time Pricing & Availability is now supported! [Service Release: 1.03]
10. For ConnectWise Manage users, when writing Recurring Forecast Lines or Products to the ConnectWise Opportunity, if the Start and End Dates are not specified, there is now a setup option to default the dates to be “one month” or “one year” from the Opportunity Close Date. The previous behavior would set the recurring end date to be one year from the Opportunity Close Date. This option is useful because ConnectWise Manage takes the value of the contract (ie 12 months * price) when setting the value of the opportunity line item which inflates the value of the opportunity at a glance. [Service Release: 1.03]
11. For Zoho CRM users, there is now an option to create quotes in Zoho CRM that are associated with the Zoho CRM Deal. These Quotes are populated with line item detail from the QuoteWerks quote. Line Item detail in Zoho Quotes, is only available in the Professional, Enterprise, and Ultimate editions of Zoho CRM. [Service Release: 1.03]
12. For Zoho CRM users, bi-directional Data Linking is now supported for Zoho CRM Quote Headers. Field information can be copied from QuoteWerks into the Zoho CRM Quote and then fields can also be copied from the Zoho CRM Quote Item into QuoteWerks. This happens when QuoteWerks creates or updates an Zoho CRM Quote. This can be done on the Quote level with the EventAction of “CRMQuoteHeader_CreateUpdate”. [Service Release: 1.03]
13. For Zoho CRM users, bi-directional Data Linking is now supported for the Zoho CRM Quote Items. Field information can be copied from QuoteWerks into the Zoho CRM Quote Item and then fields can also be copied from the Zoho CRM Quote Item into QuoteWerks. This happens when QuoteWerks creates or updates an Zoho CRM Quote. This can be done on the Quote Item level with the EventAction of “CRMQuoteItem_CreateUpdate”. [Service Release: 1.03]
14. For Zoho CRM users, when creating or updating a Zoho CRM quote, the Sold To, Bill To, and Ship To addresses will be populated in the quote. This functionality can be disabled in the Settings Manager, byval setting SystemSettings\ZohoCRM\DontSetSoldToContactInQuote=-1 SystemSettings\ZohoCRM\DontSetShipToContactInQuote=-1 SystemSettings\ZohoCRM\DontSetBillToContactInQuote=-1 [Service Release: 1.03]
15. For Zoho CRM users, in the Zoho CRM Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks. [Service Release: 1.03]
16. There is a now a Utilities->Customer / Product Price Profile Matrix Maintenance menu that enables you to setup the Price Modifiers to map to each combination of Customer profile and Product profile. This has existed for many years, but was only accessible when editing a native product. Now it is available through this main menu, so that it is easily accessible for the new Etilize Category mappings to Product Profiles. This is very useful for setting up pricing of products without having to explicitly set a Price Modifier for every single part number. Instead you can assign each part number a product price profile like “HARDWARE”, “LABOR”, “SERVERS”, “WORKSTATIONS”, etc. Next you specify the Price Modifier to use for each combination of product profile and customer profile like “GOLDLEVEL”, “SILVERLEVEL”, etc. [Service Release: 1.03]
17. For Product Content Subscribers, in addition to being able to setup the Etilize Category mapping to a Price Modifier, you can now map it to a Product Price Profile like “SERVERS”. This can then be used with the Customer Profile and Product Profile Matrix which is now accessible through the Utilities->Customer / Product Price Profile Matrix Maintenance menu. [Service Release: 1.03]
18. On the System tab of the Help->About window, Double clicking on a system information value will display the value and also copy it to the Windows Clipboard. [Service Release: 1.03]
19. The Payments table now has an ByProxy field and the card ref is no longer encrypted and will look like “VISA x1111 exp 12/21”. These changes will be more useful now that you can run management reports on the Payments table. [Service Release: 1.03]
20. For QuickBooks Online Users in the United States, added support for Automated Sales Tax calculations (PartnerTax) allowing QuickBooks Online to automatically calculate the tax for the jurisdiction rather than specifying a specific tax code. [Service Release: 1.03]
21. For Autotask users, in the Autotask Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks. [Service Release: 1.03]
22. For Act! users, in the Act! Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks. [Service Release: 1.03]
23. For HubSpot users, in the HubSpot Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks. [Service Release: 1.03]
24. For SugarCRM users, in the SugarCRM Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks. [Service Release: 1.03]
25. For salesforce.com users, in the salesforce.com Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks. [Service Release: 1.03]
26. For salesforce.com users, in the salesforce.com Setup in QuoteWerks, when the associated contact does not have any shipping information, you can specify if the Billing address or the Shipping address of the account should be used. [Service Release: 1.03]
27. There is now a QuoteWerks Web button on the main toolbar to facilitate getting into QuoteWerks Web from within QuoteWerks Desktop. [Service Release: 1.05]
28. The Select Vendors window now has the spotlight search capability and it will now show the total number of selected vendors, and will show a list of all the selected vendors at the bottom of the dialog, and the tooltip text will display the complete list in the event the list is so long it gets cutoff. [Service Release: 1.05]
29. On the product Sourcing panel, if the vendor part number exceeds 17 characters, the full 40 character Vendor Part Number will be displayed in the Tooltip text when hovering over the Vendor Part Number control. [Service Release: 1.05]
Misc Features – Build 1
1. The general Setup Data Mappings form used in many areas now has a much faster load time. [Service Release: 1.03]
2. For API Users, the DocRecGUID is now assigned in memory when a new blank quote is instantiated before it is saved to the database. [Service Release: 1.03]
3. For ConnectWise Manage users, in the ConnectWise Manage Integration Setup in QuoteWerks, blank options were added for Status Notifications and Defaults for Service Tickets. This will enable the user to select a blank option to clear the default that was previously set. [Service Release: 1.03]
4. QuickBooks Desktop version 2002, 2003, and 2004 are no longer supported. [Service Release: 1.03]
5. Microsoft oAuth now uses Webview2 for authentication (Microsoft Edge based) rather than Microsoft Internet Explorer. If Webview2 is not installed on the workstation, it will automatically be installed prior to authentication. [Service Release: 1.03]
6. VendorRFQ now has a “Submit Bid by Proxy” menu. You can use this Bid By Proxy to submit a bid on behalf of your Vendor. Usually you will use this if your Vendor has given you a price verbally or has sent you an email with pricing. [Service Release: 1.05]
7. If a line item that is linked to an RFQ is deleted from a quote, this action will be logged in the Event Log. [Service Release: 1.05]
Fixes – Build 1
1. For ConnectWise Manage users, when creating/updating a ConnectWise Service Ticket, Project Boards would be visible when selecting a Service Board. Project Boards will no longer be visible when creating/updating Service Tickets. [Service Release: 1.03]
2. For ConnectWise Manage Users, when saving a new Order/Invoice (not via a document conversion), the Win Opportunity options were not appearing when creating/linking to an existing Opportunity. [Service Release: 1.03]
3. For ConnectWise Manage Users, When creating/updating a ConnectWise Opportunity and writing forecast lines (not product items) with the “Include Revenue in Total Forecast” unchecked, the “Include Revenue” checkbox would still be checked on the ConnectWise Opportunity. [Service Release: 1.03]
4. For Kaseya BMS users, QuoteWerks would only return the first 100 employees / sales reps from Kaseya BMS. There is no longer a limitation to the number returned. [Service Release: 1.03]
5. For Zoho CRM users, when attempting to retrieve all attachments from the Merge Document Transport Files window, users would receive an INVALID_URL_PATTERN error. [Service Release: 1.03]
6. For Zoho CRM users, if the contact street address was blank, the parent account information was replacing all contact address information even if the account address fields were blank. [Service Release: 1.03]
7. The URL used to initiate a FedEx package tracking from the purchasing window, needed to be updated to reflect a change in the URL on the FedEx website. [Service Release: 1.03]
8. For Tech Data Online Ordering users, when placing an electronic order though QuoteWerks, on the Tech Data website, under the Reseller Contact Name area, the End users name would be listed there along with the resellers email address and phone. [Service Release: 1.03]
9. On the Misc tab of Tools->Options, the setting “When setting up Required Items, default ‘Link quantity to parent item’ to yes.” was not being saved or applied. [Service Release: 1.03]
10. For API users if setting the UnitCost value and the Misc Access Right of “CannotManuallyModifyUnitCostInDocument” is set then you would receive an error message when attempting to update this field. Similar message for UnitPrice and UnitList. [Service Release: 1.03]
11. Deleting a line item that was the parent in a dependent quantity relationship, the children were not updated to reflect the parent no longer existed. [Service Release: 1.03]
12. When importing a text file, the auto line delimiter detector would incorrectly detect the line delimiter as LF if the first line contained column headings and the column heading had a line feed character in it because the column title was two lines and was probably exported from Excel. [Service Release: 1.03]
13. For GoldMine users, after exporting order to QuickBooks, the GoldMine linked document Type field was not getting updated. [Service Release: 1.03]
14. For salesforce.com users, when searching by account the address isn’t pulled in for a contact with no mailing address. [Service Release: 1.03]
15. For MSCRM users, when a quote is converted to an order in QuoteWerks and a comma is used as a decimal separator, the ‘Actual Revenue’ field value is multiplied by 100. [Service Release: 1.03]
16. For MSCRM users, the Actual Revenue field was only being populated on the first Opportunity save. [Service Release: 1.03]
17. For MSCRM users, existing opportunities were not being displayed on the opportunity dropdown control for the Create Opportunity window if the Account did not have any contacts. [Service Release: 1.03]
18. For HubSpot CRM users, the company name search was not showing the company address for contacts that did not have an address. [Service Release: 1.03]
19. For MSCRM users, when both an account and contact was linked to the quote, when the MSCRM opportunity was created, only the contact was linked to the opportunity, instead of both the account and the contact. [Service Release: 1.03]
20. Google made a change to authentication requirements for desktop applications. GMail oAuth in QuoteWerks now uses an external browser for Authentication. [Service Release: 1.03]
21. When creating a Vendor RFQ in a country with non USA date format would receive error about datetime data type. [Service Release: 1.04]
22. When rehosting to SQL, the VendorRFQ tables would not get created. [Service Release: 1.05]
23. For VendorRFQ users, when converting from QUOTE to ORDER to INVOICE, the RFQ links were kept in all the documents, now they will only be in one document, the QUOTE, or the ORDER, but never the INVOICE. [Service Release: 1.05]
24. For VendorRFQ users, If a quote had line items in it that were linked to VendorRFQ items, and that quote was saved as a Template, the Vendor RFQ data was not getting removed. [Service Release: 1.05]
25. For VendorRFQ users, If a quote had line items in it that were linked to VendorRFQ items, and the Save As Next Revision action was performed on the quote, the Vendor RFQ data was not getting removed from the previous revision (if the option to keep previous revisions was set). [Service Release: 1.05]
26. If there was only one line item in the quote and the user choose to delete it, the code to recall a vendor rfq item was not being run. [Service Release: 1.05]
27. In the Synchronization Wizard, pressing DEL key while on the Profile combo box was not deleting the selected profile. [Service Release: 1.05]