Archive for July, 2014

ConnectIt-Workflow v1.6.1 released

Wednesday, July 30th, 2014

With the following new feature…

ADDED: compatibility for QuoteWerks v4.5 and below.

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ConnectIt-Sage200 (2010) v1.8.3 released

Wednesday, July 23rd, 2014

With the following¬†update…

UPDATED: when the Configuration | Customers tab | ‘Enable Tax Code Validation’ option is ticked, un-tick and disable the Documents tab | Sales Documents tab | ‘Tax Rate from Sage Customer’ option as by taking the Tax Code from the Sage Customer would override what is trying to be achieved with the Tax Code validation routines.

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ConnectIt-Sage200 (2010) v1.8.2 released

Monday, July 21st, 2014

With the following¬†fixes…

FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Sales Documents tab | ‘Transfer Group Header Lines not Member Items’ option is ticked and the Configuration | Products tab | All Documents tab | ‘Allow Documents to be created even if the Product Code does not exist in Sage’ option is not ticked and the Group Header Line Item is blank or does not exist, then the User is not prompted that Product(s) do not exist and asked to correct this before transferring. This issue is now resolved – the User is now prompted and the transfer fails.
FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Purchase Documents tab | ‘Transfer Shipping Cost as separate Line Item’ option is ticked but the Charge Code set does not exist then 1) the User is not prompted, and 2) the transfer completes successfully but without the Shipping Cost applied to the Purchase Order Document. This issue is now resolved – the User is now prompted and the transfer fails.

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ConnectIt-Sage200 (2010) v1.8.1 released

Monday, July 14th, 2014

With the following new features and updates…

ADDED: Configuration | Customers tab | ‘Enable Tax Code Validation’ option – if this option is ticked, the ConnectIt will check the Country that the QuoteWerks Document is for (UK, Europe or RoW), the Tax Code applied (typically 20% or 0%) and whether there is a VAT Number specified and pass or fail the transfer accordingly. For more details on the validation, please refer to Knowledgebase Article 000293.
ADDED: Configuration | Customers tab | ‘RoW Tax Code’ option – used as part of the UK / Europe / RoW transfer process and Validation checks. For more details on the Tax Codes and where they are used, please refer to Knowledgebase Article 000293.
ADDED: Configuration | Advanced tab | Document Transfer tab | QuoteWerks tab | ‘Do not allow transfer if the Document is unsaved’ option – if this option is ticked, then ConnectIt will check to see if the Document in unsaved (“dirty”) and stop the User from transferring the Document if it is not.

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ConnectIt-Workflow v1.6.0 released

Friday, July 11th, 2014

With the following new features, updates and fixes…

ADDED: ConnectIt Configuration | Validation tab | New & Edit Rule buttons | Rule Wizard Step 2 – ‘AND Document Field’ options.
ADDED: ConnectIt Validation – when the ‘AND Document Field’ options are set, then as well as checking that the Rule should be run for the specific Document Type and Status, we also check that the specified Document Header AND field has the appropriate Value. Note that this works for Rules based on both Document Header and Document Item Validation Levels.

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