ConnectIT-Sage v1.14 has been released and is now available for download, using your password and either your email address or your QuoteWerks License Key Code.
There is a list of Enhancements, Updates and Fixes for both v1.13 and v1.14 below. Alternatively, please see the Version Control document in the ConnectIT-Sage installation zip file which you can download from here.
Please also refer to the Step-by-Step Guides to Upgrading and Configuration for instructions on how to configure the new enhancements and update ConnectIT-Sage from a previous version, especially if your version is prior to v1.12, as in order to retain your existing configuration settings, it will be necessary to click the “Load Configuration from ConnectIT v1.12 or below” option on the Advanced | Running ConnectIT tab and then click Save.
After download and installation, the Step-by-Step Guides to Upgrading and Configuration can be found in Start | All Programs| ConnectIT-Sage | Documentation. Alternatively, the documents can be found on the online ConnectIT-Sage Knowledgebase.
ConnectIT-Sage v1.14. released 20/08/2010
ADDED
- Configuration | Documents | Sage Defaults tab – an option to set the default “Global Details” value for Sales Orders and Invoices upon transfer from QuoteWerks to Sage. This field also supports &QWDH macros.
- Configuration | Documents | Main – an option for back-to-back orders (Sales Order and Purchase Order(s)) to “allow the creation of a Sales Order Document in Sage even if no Suppliers are selected” to create Purchase Orders for.
- Products | General – options to not check Document Line Item Product Codes if they are not due to be transferred into Sage. This enhancement works in conjunction with the Documents | Transfer Details ‘Stop Exclude’ and ‘Stop Don’t Print’ settings – if the lines are not set to be transferred, then these new settings are ignored. It is only if the Line Items are due to be transferred that these new settings are used to prevent unnecessary “Product does not exist…” messages.
- Products | General – an option to multiply the QuoteWerks Document Quantity by the Line Item Unit Of Pricing Factor before transferring the information into Sage.
UPDATED
- Create Customer Wizard – now does not allow users to enter a Sage Customer Account number that is longer than the Sage maximum of 8 characters.
FIXED
- As the Create Customer Wizard initialises, if there are multiple Companies set up in Sage and the user clicks ‘Cancel’ from the Company Selection screen, then the user would get several Fatal Errors about an Object variable or With block variable not being set. This has now been corrected. If the user clicks ‘Cancel’, the Wizard exits gracefully.
ConnectIT-Sage v1.13.0 released 30/04/2010
ADDED
- Calculation of Default Tax Code for Customer Wizard. Now calculates the tax code from the country and whether a VAT number is entered in the QuoteWerks document.
- Configuration | Advanced | Running ConnectIT - an option to load the existing configuration from the database. Click “Load Configuration from ConnectIT v1.12 or below” if you want to retain and use your existing configuration setup from ConnectIT-Sage version 1.12 or below.
- Configuration | Documents | Sage Defaults – text box added providing an option to read the Sage Purchase Document defaults from the “Global Department Code” box.
- Configuration | Documents | Purchase Documents – “Sage Purchase Document currency from Sage Supplier Currency” checkbox added to enable purchase documents to be created in same currency as the Sage supplier currency.
- Configuration | Documents | Sales Document tab – “Sage Sales Document Currency from QuoteWerks Alternate Currency” checkbox added to enable sales documents to be created in the same currency as the QuoteWerks Alternate Currency.
- Configuration | Customers tab – “Enable Euro VAT Code” checkbox and “EU VAT not applicable tax code” drop down added. These read the VAT number and Country to establish the correct tax code, depending on whether there is a VAT Number and whether it is EU or not.
- Customer Wizard – 2 extra options “Create Alternate Customer Delivery Address checkbox” and “Address field” drop down. If filled out, then the address selected is loaded as an alternate address in Sage.
- Configuration | Documents | Sales Documents – “Create multiple Sales Document lines from long product descriptions”. Selecting this option enables long descriptions to be split into multiple lines in Sage.
- Configuration | Documents | Purchase Document tab – “Create multiple Purchase Document lines for long product descriptions”. Selecting this option enables long descriptions to be split into multiple lines in Sage.
- Configuration | Documents | Purchase Document tab – “Sage Purchase Document cost Price from QuoteWerks cost modifier” checkbox added. Selecting this option enables Cost Price to be calculated from the Unit List field and Cost Modifier.
- Configuration | Documents | Purchase Document tab – “Overwrite Purchase Document Shipping costs” checkbox and “Purchase Document Shipping field” drop down added. Selecting these options enables the Purchase Document Shipping Amount to be read from the selected field.
- Configuration | Documents | Sage Defaults tab – Sales Document defaults “Global Department Code” text box added to enable the Sage Sales Document Global Department to be read from.
- Configuration | Customers tab – two Foreign currency check boxes “Foreign Currency Enabled (Foreign Trader Wizard Run)” and “Sage Customer Currency from QuoteWerks Alternate Currency” added to enable ConnectIT to support Customer foreign currency.
- Customer Wizard – VAT Number field added.
- Configuration | Customers tab – “Sage VAT No. Reference is in QuoteWerks” checkbox and “VAT No. Reference Field” drop down added to enable ConnectIT to support Customer foreign currency.
- Configuration | Advanced | Wizards tab – “Customer Wizard default Terms Agreed”. If ticked, the Customer Wizard sets Terms as Agreed in Sage.
- Configuration | Advanced | Wizards tab – check box added as an option for the Product Wizard to “load Supplier information from document”
- Configuration | Advanced | Wizards tab – options for Customer, Supplier and Product Wizards to “load default Department”.
- Configuration | Customers tab – Default Department field added.
- Configuration | Supplier tab – Default Department field added.
- Configuration | Documents | Transfer Details tab – support for Document Header fields in Comment 1 and Comment 2 fields (previously only Document Item fields were available).
- Configuration | Documents | Transfer Details tab – added Purchase Document Ref and Sales Document Ref fields.
UPDATED
- Optimised the implementation of the Customer Wizard Additional Customer Addresses feature. This is now significantly quicker than previously.
- Discrepancies between Carriage Tax Code and Document Tax Code. Tax Codes are now calculated for the Carriage.
- When checking the lists of UK and European countries, this now ignores case and is no longer case-sensitive.
- Documents tab | Transfer Details | Comment 1 + Comment 2 changed to a textbox from a drop down.
- Added “Purchase Documents” and “Sales Documents” tabs onto the Documents Tab as Main was getting too crowded.
- Configuration Advanced tab – organised options into 2 sub tabs “Running ConnectIT” and “Wizards”.
- Changed ConnectIT Configuration backend from access database to XML file.
FIXED
- When loading the old Configuration from the database file, there were errors as some values were not being read. This now loads correctly.
- The Product Wizard was generating an error Finding Suppliers when certain configuration options were set in certain combinations. This is now fixed.
- When transferring a document into a foreign currency Purchase Order, the total price did not include quantity. This is now fixed.
- Configuration: Allow documents to be created with blank product codes nominal code field always 0.
If you have queries or require more information about ConnectIT-Sage, please either refer to the ConnectIT-Sage website, or email us at enquiries@connectit-online.co.uk, or contact us by telephone on 0843 289 5531 (UK only) or +44 (0)1782 721301 (international),
Tags: ConnectIT