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Mass updating Document Statuses using QuoteWerks Medic Utility

We’ve had several enquiries over the years from QuoteWerks users wanting to update old Quote documents en-masse to archive them off with a “Closed” Status.

The QuoteWerks Medic Utility offers several pre-defined mass update options, but there’s no specific update to change a Document Status, so you’ll need to use the ‘Advanced Queries’ option within the QuoteWerks Medic Utility Database Manager screen.

The exact syntax for the query will depend on both the edition of QuoteWerks (Standard, Professional or Corporate) and exactly what you want to do, but as an example:

With Corporate re-hosted to SQL, the query will look something like:

UPDATE DocumentHeaders
SET DocStatus = ‘Closed’
WHERE (DocDate < ‘2011-01-01’)
AND (DocType = ‘QUOTE’)
AND (DocStatus <> ‘Lost’)
AND (DocStatus <> ‘Won’)
AND (DocStatus <> ‘Another Status Not To Be Changed’)

For Standard, Professional or Corporate not re-hosted to SQL, try:

UPDATE DocumentHeaders
SET DocStatus = DocStatus
WHERE (DocDate < #2011-01-01#)
AND (DocType = “QUOTE”)
AND (DocStatus <> “Lost”)
AND (DocStatus <> “Won”)
AND (DocStatus <> “Another Status Not To Be Changed”)

PLEASE NOTE that you should backup your QuoteWerks Document database BEFORE running any of these example queries! By their nature these queries may update many Dcouments in your database and the changes cannot be undone without restoring the database from a backup.

We hope that you find this tip useful. If there are other scenarios that you’d like to explore or tips for updating QuoteWerks Documents, then please comment below and one of the team will be pleased to help you out.

Thanks,

The Hilltops IT QuoteWerks Support Team

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