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connectit-workflow quotewerks business process manager details updated (4th June 2010)
Detail of the ConnectIT-Workflow QuoteWerks Validation Module
, Request for Quote (RFQ) Module
and QuoteWerks Document Split Module
have been updated. Plus screenshots of the QuoteWerks Validation Module Rules Wizard
are now available.
Reseller Partners: for higher resolution images for use in PowerPoint presentations, etc
please email sales@connectit-online.co.uk.
connectit-mas90 compatibility with sage mas v4.4 confirmed (6th May 2010)
The ConnectIT Development Team have confirmed that ConnectIT-MAS90 is compatibly with Sage MAS 90 and MAS200 ERP.
A version of the software will be released week commencing 12th April 2010 which will include formal support, plus several new minor enhancements
For full details, please refer to the development teams' ConnectIT QuoteWerks to Sage MAS90/200 v4.4 compatibility confirmed blog article.
connectit demonstration and training videos released (11th August 2009)
These new demonstration and training videos
cover all of the key features, functionality and configuration options of products in the
ConnectIT suite. The demo videos include a re-vamp of some of the older videos which were
available to include newer features, plus show casing the relatively new products to the range
such as ConnectIT-Workflow business process manager for QuoteWerks
and ConnectIT-WebCart which links your ecommerce website to back office solution.
connectit-sage v1.10.1 released (14th May 2009)
This new release wraps up several enhancements and bug fixes which ConnectIT users and partner resellers have requested as follows:
• Updated: replaced the files for the SDO (Sage Data Objects) which allow ConnectIT to integrate with Sage 50 Accounts 2009 for the revised ones released by Sage 12/5/2009. This revision allows up to 6 simultaneous SDO connections without the need to purchase additional Sage licenses.
• Fixed: discrepencies seen in the Tax on Sage Purchase Order line items - ConnectIT was using the selling price tax value, not the cost price tax value when writing Purchase Order information to Sage.
• Fixed: a tax amount for Carriage may show on a Purchase Order even though the ConnectIT Configuration had the Purchase Document Carriage Tax Code set as "T0" - ConnectIT was ignoring this setting when creating Purchase Order documents, the QuoteWerks document tax rate was always applied to Purchase Order carriage.
• Fixed:Conversion from string "" to type 'Boolean' is not valid error when running ConnectIT - this could occur if the user had not opened ConnectIT Configuration to check the new settings added in version 1.10.0 and pressed "Save".
Click here to download a copy of the latest release.
connectit-sage v1.10.0 released (5th May 2009)
This new release wraps up several enhancements which ConnectIT users and partner resellers have requested as follows:
• Added: support for Sage Instant Accounts 2009 - Product Sales Order, Product Invoice, Product Credit, Service Invoice and Service Credit document types
connectit-workflow v1.0.1 released (13th April 2009)
This minor release of ConnectIT-Workflow expands the default example rules
which are set up when a user initially installs the software. We have also provided
fuller instructions on how to set up and manage your business rules.
connectit-workflow v1.0.0 released (3rd April 2009)
This brand new addition to the ConnectIT suite of products contains the following features and benefits:
• Quick to install and easy to configure to the fields you use which means your company’s quoting and sales order processing functions become instantly more accurate and more productive.
• Ensures that your customers and suppliers get complete and consistent information on the documents you send them thus improving your business relationships with them by avoiding time wasted checking, correcting and resending documents.
• Maintains integrity of input to maximise the power and accuracy of QuoteWerks reporting which means more informed business decision making.
• When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
• Validates fields based on the particular document type and document status.
• Contains many different rule expressions – that a field is not blank, that a fields value is in a particular range, that a fields value is one of a particular list of options, etc.
• Contains many different rule targets – Document Header fields, Document Item fields, first Document Item row, all Optional Document Item rows, etc.
connectit-mas90 v1.1.1 released (13th March2009)
This new release wraps up several enhancements which ConnectIT users and partner resellers have requested as follows:
• Update: transfer the Contact name selected for the Address fields from QuoteWerks to the Confirm To field in the Sage MAS document.
• Update: support for names and descriptions, etc in QuoteWerks that are longer than those in Sage MAS. ConnectIT will now trim the QuoteWerks field to match on just the left 'x' characters, allowing a match to be found.
• Update: new ConnectIT icons
connectit-sage v1.9.0 released (2nd March 2009)
This new release wraps up several enhancements which ConnectIT users and partner resellers have requested as follows:
• Added: the ability to select which Suppliers Purchase Orders are created for
• Added: the ability to transfer Comment lines into Sage as Message lines
• Added: the ability to transfer Group (Bundle) Header lines as Comments into Sage as Message lines
• Added: a check on whether a customer or suppliers credit limit has been exceeded. The prompt can be suppressed by ticking the Configuration Advanced "Suppress prompts that Customers or Suppliers Balance exceeds their Credit Limit" tick box
• Added: the ability to transfer a value into the Sage document line item Comment 1 and 2 fields
• Update: if the "Override Product Tax" field is ticked in the Sage Supplier record, then use the Default Tax Code and corresponding Tax Rate from Sage on all lines when creating Purchase Order documents (works for all supported versions of Sage 50 Accounts). Note that the user must be using the "Supplier Address information is maintained in Sage not QuoteWerks" Configuration option.
• Update: if the "Override Product Nominal" field is ticked in the Sage Supplier record, then use the Default Nominal Code and Department number from Sage on all lines when creating Purchase Order documents (works for version 14 - 2009 - of Sage 50 Accounts only, this option is not available in earlier versions). Note that the user must be using the "Supplier Address information is maintained in Sage not QuoteWerks" Configuration option.
• Update: all Document Header fields in the Configuration Customer Account Reference, Documents Sales Doc Number, Purchase Doc Number and Creation Date field drop down selectors
• Update: new ConnectIT icons
connectit-sage v1.8.2 released (15/10/2008)
• Added: Product field mappings document to the distributed package
• Update: multiply quantities by the group multiplier value for products in groups
• Update: added a warning message if a discount has been applied to a group header row
• Update: VAT rounding calculations to use conventional "Mathmatical" rounding and not "Banker's" rounding
• Update: Product Wizard now takes across the Cost and Price from QuoteWerks into Sage
connectit-sage v1.8.1 released (30/09/2008)
This release contains the following additions, updates and fixes:
• Update: remove support for the Document Items Extended Description
field following QuoteWerks removal of support for this field through the API in build 39
connectit-sage v1.8.0 released (22/09/2008)
This release contains the following additions, updates and fixes:
• Added: support for Sage 50 Accounts 2009 (v15.0)
• Fixed: problem where the Registration Manager lists could be blank if a non-ConnectIT registered user attempted to open the screen and no licenses were available; the user will now be allowed in to amend the lists as this may be useful for an Administrator user
• Fixed: problem where the ConnectIT Registration Seed would be blank if a non-ConnectIT registered user attempted to open the screen and no licenses were available; the user will now be allowed to open the screen as this may be useful to check which license code ConnectIT is using for the registration
• Fixed: error message which occurred when the QuoteWerks Due Date was blank
connectit-mas90 v1.0.0 released (15/09/2008)
This new product contains the following functionality:
• The ability to create documents in the S/O and A/R module from documents in QuoteWerks.
• The ability to create A/R customer records from information on a QuoteWerks document.
• The ability to create A/P vendor records.
And configuration options for:
• What document types are created from QuoteWerks documents and how this fits to the steps in your business process.
• Which users are allowed to transfer information from QuoteWerks to Sage MAS.
• The fields used to match and transfer information from QuoteWerks into Sage MAS.
• Which set of Sage MAS accounts to transfer information to.
• What and where information is returned from Sage MAS to QuoteWerks.
connectit-mscrm compatibility with MSCRM 4.0 confirmed (01/06/2008)
V1.0 of ConnectIT-MSCRM is confirmed to integrate with Microsoft Dynamics CRM 4.0.
connectit-sage v1.7.0 released (17/03/2008)
This release contains the following additions, updates and fixes:
• Added: ability to set up a macro formula for values written to the Sage document Notes1, Notes2 and Notes3 fields
• Added: ability to set the SoldTo, ShipTo or BillTo fields as the source for the Customer Account Reference
• Added: allow Configuration of the default Sales Nominal Code, Purchase Nominal Code and Department (particularly useful to pre-Sage 2007 users where no control over Purchase Nominal Code)
• Added: allow Configuration of the default Product Item Type
• Added: allow configuration of the Purchase document Carriage Tax Code, Carriage Nominal Code, Carriage Department Code and Settlement Due Days independently from the Sales document
• Added: calculate the carriage for Purchase Order documents from the QuoteWerks Document Lines Items Shipping Costs (ShippingAmount) field
• Update: support for changes made in QuoteWerks 4.0 build 33 licensing
• Fixed: the Product Wizard Category selection list was being taken from the Chart of Accounts Category and not the Stock Category
connectit-sage v1.6.0 released (10/12/2007)
This release contains the following additions, updates and fixes:
• Added: the ability to create multiple Purchase Orders in Sage when the QuoteWerks document has more than one Vendor - ConnectIT, ConnectIT Configuration
• Added: Create Supplier Wizard - new menu options and application
• Added: allow configuration of which field is used for the Line Item Description - ConnectIT, ConnectIT Configuration
• Added: allow the Sales and Purchase document numbers to be written to different fields - ConnectIT, ConnectIT Configuration
• Added: allow the user to stop 'Exclude' and 'Dont Print' lines from being added to the Sage document - ConnectIT, ConnectIT Configuration
• Update: when the option to update the QuoteWerks document date to the current date is set, update in date format only - was date and time of which only date got saved - ConnectIT
• Fixed: 'n' character supplier search was not working if using QuoteWerks as the source for Supplier information - ConnectIT
• Fixed: for the back-to-back document types, if there was an error getting the new document numbers from Sage then ConnectIT may have attempted to create the documents anyway, potentially resulting in just one of the two documents being created - ConnectIT
• Fixed: the "Exclude or Don't Print" lines message may have appeared even though there were no such lines on the QuoteWerks document - due to operator precedence error in code - ConnectIT
• Fixed: License Manager would report success in retreiving license information even if the QW license key did not exist on the server - now displays a message to the user - ConnectIT Registration Manager
• Fixed: if authentication failed, the License Manager screen caption would display "v{0}.{1:0}.{2:0}" - corrected - ConnectIT Registration Manager
• Fixed: customers Account Status numbering displayed incorrectly - Customer Wizard code always 1 more than the Sage code - ConnectIT Customer Wizard
• Fixed: infinite loop with message box appearing saying a problem with the Document Setting grid - if corrupt data in the database, a fix in now prevents the infinite loop - ConnectIT Configuration
• Fixed: fatal error when getting Supplier information from QuoteWerks - due to unexpected null values in the QuoteWerks database - ConnectIT
connectit-sage v1.5.2 released (05/11/2007)
This release contains the following additions, updates and fixes:
• Update: updated all SDO engine drivers to the latest hot fix releases - All
• Update: tested against all the latest Sage Services Packs and Hot Fix variations - All
• Update: compatibility for joint ConnectIT-Sage and ConnectIT-MSCRM registration - ConnectIT Registration
connectit-sage v1.5.1 released (14/09/2007)
This release contains the following additions, updates and fixes:
• Added: support for Sage 50 Accounts v14.0 (2008) - ConnectIT, ConnectIT Configuration, ConnectIT Create Customer Wizard, ConnectIT Create Product Wizard
• Update: revised compile for x86 (32-bit) processor to support 64-bit platforms - ConnectIT Client Installer
• Fixed: a blank line being appended to the list of registered users preventing registration of users - due to when a user not logged into QuoteWerks when registering the application - ConnectIT Registration, ConnectIT Registration Manager
connectit-sage v1.5.0 released (20/08/2007)
This release contains the following additions, updates and fixes:
• Added: option to create a Product Purchase Order document in Sage - ConnectIT, ConnectIT Configuration
• Added: option to create various "back-to-back" document combinations in Sage (a Product Sales Order and a Product Purchase Order, a Product Sales Order and a Product Invoice or a Product Sales Order and a Service Invoice) - ConnectIT, ConnectIT Configuration
• Added: option to set the default Tax Code, Nominal Code and Department Code for Carriage - ConnectIT, ConnectIT Configuration
• Added: option to link to a specific set of accounts - Select Company dialog will not appear - ConnectIT, ConnectIT Configuration
• Added: setup for QuoteWerks database connection - ConnectIT Configuration
• Added: setup for how Vendor (Supplier) information is stored and maintained in QuoteWerks and Sage - ConnectIT Configuration
• Added: registration and user license management screen - ConnectIT Registration Manager
• Updated: remove carriage return and tab characters from Product descriptions and replace with a space - these characters were creating black squares in Sage - ConnectIT, ConnectIT Create Product Wizard
• Updated: read in the Sage Product Department Number to then write to the Sage document line item - ConnectIT
• Updated: annotation that setting the 'n' character search value to the maximum 60 turns the 'n' character search off - ConnectIT Configuration
• Updated: version number to the title of the screen - ConnectIT Configuration, ConnectIT Customer Wizard, ConnectIT Product Wizard, ConnectIT Registration
• Updated: minor label caption changes - ConnectIT Configuration
• Updated: remove unused references to reduce deployment footprint - All
• Updated: limit From and To QuoteWerks field lengths to 50 characters (as database) - ConnectIT Configuration
• Fixed: "Fatal error getting customer account. Object reference not set to an instance of an object" if the BillTo Company Name is blank - ConnectIT
• Fixed: spelling mistake on QuoteWerks Tools menu option "Offine" >> "Offline" - ConnectIT Registration
• Fixed: only write one "-=" at the end of the Tools menu file - ConnectIT Registration
connectit-sage v1.4.0 released (30/05/2007)
This release contains the following additions, updates and fixes:
• Added: ConnectIT, ConnectIT Configuration - option to automatically amend the document date to the current date before transferring it (see Step-by-Step Guide to Configuration)
• Added: ConnectIT, ConnectIT Configuration - option to take the Sage Account Reference from a field in QuoteWerks (see ConnectIT Step-by-Step Guide to Configuration)
• Added: ConnectIT - progress bar to show progress when reading information from QuoteWerks document
• Added: ConnectIT - progress bar to show progress when searching Sage Companies and Products
• Added: ConnectIT, ConnectIT Configuration - ability to search for a non-exact match on the Company Name; uses the first 'n' characters from the start of the Company Name (defaults to 60 chars meaning that it is switch off) (see ConnectIT FAQ and Troubleshooting)
• Added: ConnectIT Registration - create an ConnectIT Offline Help menu option to QuoteWerks toolbar
• Added: ConnectIT Registration - create an ConnectIT Online Help menu option to QuoteWerks toolbar
• Added: ConnectIT, ConnectIT Configuration - option to suppress messages that the document is unsaved (see ConnectIT Step-by-Step Guide to Configuration)
• Added: ConnectIT, ConnectIT Configuration - option to suppress messages that there are unsupported line types on the document (see ConnectIT Step-by-Step Guide to Configuration)
• Added: ConnectIT, ConnectIT Configuration - option to suppress messages that there are hidden line types on the document (see ConnectIT Step-by-Step Guide to Configuration)
• Added: ConnectIT, ConnectIT Configuration - option to set the document default settlement due days (see ConnectIT Step-by-Step Guide to Configuration)
• Added: ConnectIT, ConnectIT Configuration - option to set the document default global nominal code (see ConnectIT Step-by-Step Guide to Configuration)
• Added: ConnectIT, ConnectIT Configuration - option to set the document default global tax code (see ConnectIT Step-by-Step Guide to Configuration)
• Added: ConnectIT, ConnectIT Configuration - message box warning the user that there are negative values on the QuoteWerks document (see ConnectIT FAQ and Troubleshooting)
• Added: ConnectIT, ConnectIT Configuration - option to suppress messages that there negative values on the document (see ConnectIT Step-by-Step Guide to Configuration)
• Updated: ConnectIT Configuration - make field selectors blank if deselected so not confusing that the same field might be used for more than one thing
• Updated: ConnectIT Configuration - move configuration options onto different tabs for more logical setting up
• Updated: ConnectIT - read tax rate from the QuoteWerks Sales Info Local Tax Rate field
• Updated: ConnectIT - search for Product Code with upper case if not found as stated on the QuoteWerks document to get around "...not found..." error when product exists in Sage
• Updated: ConnectIT - optimised Company searching using Fast Find method, nb: requires case sensetive match on Company Name value (see ConnectIT FAQ and Troubleshooting)
• Updated: All - more meaningful messaging when unable to get a Sage connection - SDO not registered, etc.
• Updated: ConnectIT Registration - updated details to email Hilltops IT
• Fixed: Create Customer Wizard - QuoteWerks errors when using the "Create BillTo" button on the last step of the Create Customer Wizard
connectit-sage online demo videos released (05/02/2007)
Watch online demonstration videos of ConnectIT's create document, create customer and create product
modules here.
connectit-sage v1.3.0 released (20/12/2006)
This release contains the following additions, updates and fixes:
• Added: ability to create several products in Sage at one time using the Items on the QuoteWerks document.
• Added: ability to create Customers in Sage.
• Added: ability to create Customers in Sage using the SoldTo, ShipTo and BillTo fields on the QuoteWerks document.
• Added: ability to select whether the SoldTo, ShipTo or BillTo fields are used for the Sage document addresses.
• Added: allow configuration of the ConnectIT Settings database filename.
• Added: Windows Installer 3.1 prerequisite to simplify install on non-service packed machines and older operating systems.
• Updated: hide password with asterisk character "*".
• Updated: disable ability to allow blank product codes when using Sage v13.0 - blank product codes cause an error when Posting the document.
• Fixed: ConnectIT threw an unhandled error if Sage Logon settings not configured correctly.
• Fixed: ConnectIT threw an unhandled error if an error occured loading QuoteWerks document.
• Fixed: disable the Finish button when on Product Wizard Welcome screen - invalid selection at this time.
connectit-sage v1.2.0 released (13/11/2006)
This release contains the following additions, updates and fixes:
• Added: the ability to create Sales Order documents.
• Added: ConnectIT Create Product in Sage Wizard.
• Added: the ability to configure which Document Items field is used to create products in Sage.
• Added: splash screen.
• Fixed: unhandled error if user selects and tests a version of Sage that is not installed on their computer.
connectit-sage v1.1.0 released (09/10/2006)
This release contains the following additions, updates and fixes:
• Added: support for Sage Line 50 2007 (v13.0) Accounts, Accounts Plus and Financial Controller.
• Added: the ability to configure the document types, before and after statuses that ConnectIT uses and sets in QuoteWerks.
• Added: the ability to configure the destination document types that ConnectIT creates in Sage.
• Added: the ability to create Service Invoice and Service Credit document types.
• Added: the ability to create Sage documents from QuoteWerks QUOTE, ORDER or INVOICE document types.
• Added: option to use a default product code if the products code from QuoteWerks does not exist in Sage.
• Added: option to select whether the Sage Doc number is bought back into QuoteWerks and which field it is written to.
• Updated: option to validate against a blank product code on the QuoteWerks document.
• Updated: installer messages and options for easier installation.
• Updated: improved reference in the 'products that do not exist' message.
• Updated: the default end statuses in QuoteWerks (confusing with "Sales Invoice" and "Service Invoice" terminology).
• Fixed: "Create document in Sage" menu option could appear more than once if installating in a multi-user environment. The menu option is now checked for before being written.
• Fixed: Fatal error message when testing Sage connection if the wrong version selected. Error now trapped and application does not exit.