connectit quotewerks validation module
ConnectIT-Workflow QuoteWerks Validation Module manages entries on a QuoteWerks document
to ensure that the QuoteWerks
user has entered all the required information at each step of document creation (Quote, Order
and Invoice).
ConnectIT-Workflow QuoteWerks Validation Module validates that the QuoteWerks user has
entered required values into
particular fields before the user is allowed to print, save, convert or email a document.
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).
key benefits of quotewerks validation module
- Ensures that your customers and suppliers get complete and consistent
information.
- Maintains integrity of input to maximise the power and accuracy of
QuoteWerks reporting which means more informed business decision making.
- Straightforward to install and set up with user-friendly
configuration screens and lots of options so the fields you use can be checked
meaning your company’s quoting and sales order processing functions become instantly more
accurate and more productive.
key features of quotewerks validation module
- 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.