latest news
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.
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