ConnectIt-Sage200 v9.2.3 released

ConnectIt-Sage200 v9.2.3 is now available! This includes features to auto-generate the next Customer Account Reference when using the Customer Wizard to create records in Sage 200 from information in QuoteWerks and some miscellaneous enhancements to the Product Wizard.

Details as follows:

  • ADDED: Configuration | Advanced tab | Wizards tab | Customer tab | ‘Auto-generate a Customer Account Reference when using theĀ  Create SoldTo / ShipTo / BillTo features’ and Account Ref. Prefix, Format and Seed values – these settings are used for auto-generating a new Customer Code when using the Create Customer Wizard.
  • ADDED: Customer Wizard – an option to retrieve the next available Customer Account Reference value based on the required Prefix, Format and Seed in the Configuration.
  • ADDED: Configuration | Advanced tab | Wizards tab | Product tab | Tax Code (Y/N) options – these settings define the Tax Code which would be used in Sage 200 if the Product is Taxable = “Y” and Taxable = “N”.
  • UPDATED: Customer Wizard – if the ‘Auto-generate a Customer Account Reference when using theĀ  Create SoldTo / ShipTo / BillTo features’ is ticked in the Configuration, then calculate the next available Account Reference based on the required Prefix, Format and Seed.
  • UPDATED: Product Wizard – added support for using the QuoteWerks Document Items Taxable Y/N field as a different value depending on whether it is set to Y or N.
  • UPDATED: Product Wizard – added support for using the QuoteWerks Document Items CustomMemo01 field (&QWDH_CustomMemo01) as an Override field for Sage 200 Stock Item Description field (Description).

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