//------------------------------------------------------------ // v2.29.0 - released 23/01/2023 //------------------------------------------------------------ UPDATE: ConnectIt Create Document in Sage processes - Item Stock Code field length from 16 to 60 characters. UPDATE: ConnectIt Create Document in Sage processes - Item Description field length from 60 to 120 characters. ADDED: ConnectIt Create Purchase Order process - added "Select All" and "Deselect All" buttons to the Supplier (Vendor) selection screen. UPDATED: ConnectIt Create Product Wizard - Part Number (Supplier Product Code) field length from 16 to 60 characters. UPDATED: ConnectIt Create Product Wizard - Description field length from 60 to 120 characters. //------------------------------------------------------------ // v2.28.0 - released 05/11/2021 //------------------------------------------------------------ ConnectIt.exe v2.28.0 ConnectIt Configuration.exe v2.28.0 ConnectIt Create Customer Wizard.exe v2.28.0 ConnectIt Create Product Wizard.exe v2.28.0 ConnectIt Create Supplier Wizard.exe v2.28.0 ConnectIt Registration.exe v2.28.0 ConnectIt Registration Manager.exe v2.28.0 ADDED: support for Sage 50 Accounts v28 (2022). //------------------------------------------------------------ // v2.27.1 - released 08/10/2020 //------------------------------------------------------------ ConnectIt Configuration.exe v2.27.1 ConnectIt Create Product Wizard.exe v2.27.1 UPDATED: ConnectIt Configuration - added new field names to dropdown lists. UPDATED: ConnectIt Configuration - allow free typing of values into dropdown lists. ADDED: ConnectIt Configuration | Advanced tab | Wizards tab | Product updates tab - "Append Values" option. UPDATED: Create Product Wizard - if the ConnectIt Configuration | Advanced tab | Wizards tab | Product updates tab | "Append Values" option has a value and the pipe-separated value is "True", then the QuoteWerks Value is appended to the current value of the Sage Field rather than overwriting it (which is what the Wizard does now). //------------------------------------------------------------ // v2.27.0 - released 08/10/2020 //------------------------------------------------------------ ConnectIt.exe v2.27.0 ConnectIt Configuration.exe v2.27.0 ConnectIt Create Customer Wizard.exe v2.27.0 ConnectIt Create Product Wizard.exe v2.27.0 ConnectIt Create Supplier Wizard.exe v2.27.0 ConnectIt Registration.exe v2.27.0 ConnectIt Registration Manager.exe v2.27.0 ADDED: support for Sage 50 Accounts v27 (2021). //------------------------------------------------------------ // v2.26.0 - released 18/09/2019 //------------------------------------------------------------ ConnectIt.exe v2.26.0 ConnectIt Configuration.exe v2.26.0 ConnectIt Create Customer Wizard.exe v2.26.0 ConnectIt Create Product Wizard.exe v2.26.0 ConnectIt Create Supplier Wizard.exe v2.26.0 ConnectIt Registration.exe v2.26.0 ConnectIt Registration Manager.exe v2.26.0 ADDED: support for Sage 50 Accounts v26 (2020). FIXED: when creating a Purchase Order Document in Sage, some Line Items may be missed from the QuoteWerks Document. This was due to the match on the Supplier (Vendor) Name being case-sensetive. The comparison on the Supplier (Vendor) Name is now not case-sensetive. //------------------------------------------------------------ // v2.25.3 - released 22/08/2019 //------------------------------------------------------------ ConnectIt Configuration.exe v2.25.3 ConnectIt Create Customer Wizard.exe v2.25.3 ConnectIt Create Product Wizard.exe v2.25.3 ConnectIt Create Supplier Wizard.exe v2.25.3 FIXED: when creating a new Product record in Sage using the ConnectIt Wizard, a 5-digit Nominal Code values was being written with the last digit trimmed causing "12001" to be written as "1200" for example. There were various places in the ConnectIt Wizards (Customer, Product and Supplier) where a Nominal Code with more that 4 digits would be trimmed to just having 4 digits. This issue has now been corrected and also all other fields checked to ensure that the full length of text that Sage allows is written to the new record. //------------------------------------------------------------ // v2.25.2 - released 26/06/2019 //------------------------------------------------------------ ConnectIt.exe v2.25.2 ConnectIt Configuration.exe v2.25.2 ADDED: ConnectIt Configuration | Documents tab | Sales Documents tab | Settings tab - "Quantity from Line Item" options. UPDATED: ConnectIt | Document Transfer process - if the "Quantity from Line Item" option is ticked, then use the Quantity value from the QuoteWerks Document Line Item where the long Description was created for the Quantity on the Line Item on the Sage Document. //------------------------------------------------------------ // v2.25.1 - released 07/05/2019 //------------------------------------------------------------ ConnectIt.exe v2.25.1 ConnectIt Configuration.exe v2.25.1 ADDED: ConnectIt Configuration | Advanced tab | Running ConnectIt tab - "Prompt to Save Document after ConnectIt has completed successfully" and "Perform full QuoteWerks Save (recommended if using CRM integration)" options. UPDATED: ConnectIt | Document Transfer process - prompt the User to Save and perform the appropriate "quick" or "full" save in accordance with the above options set. //------------------------------------------------------------ // v2.25.0 - released 10/10/2018 //------------------------------------------------------------ ConnectIt.exe v2.25.0 ConnectIt Configuration.exe v2.25.0 ConnectIt Create Customer Wizard.exe v2.25.0 ConnectIt Create Product Wizard.exe v2.25.0 ConnectIt Create Supplier Wizard.exe v2.25.0 ConnectIt Registration.exe v2.25.0 ConnectIt Registration Manager.exe v2.25.0 ADDED: support for Sage 50 Accounts v25 (2019). //------------------------------------------------------------ // v2.24.1 - released 30/08/2018 //------------------------------------------------------------ ConnectIt.exe v2.24.1 ConnectIt Configuration.exe v2.24.1 ConnectIt Create Customer Wizard.exe v2.24.1 ConnectIt Create Product Wizard.exe v2.24.1 ConnectIt Create Supplier Wizard.exe v2.24.1 ConnectIt Registration.exe v2.24.1 ConnectIt Registration Manager.exe v2.24.1 ADDED: Configuration | Projects tab - various settings to be used when creating a Project in Sage 50. (See ConnectIt Document Creation details below). ADDED: ConnectIt Document Creation - support for creating a Project in Sage as part of the Document transfer. The Sage Project fields that may be set are available on the Configuration | Projects tab. Any of the fields left blank will have the Sage default value applied when the record is created. Note that if the Project Reference value already exists in Sage then the Project is not updated by ConnectIt. This feature is designed to be used stand-alone and/or alongside the updates made to the ConnectIt Document Creation Overrides features (see below). ADDED: ConnectIt Document Creation Overrides - a special case if the Sage field is "PROJECT_ID". The Sage PROJECT_ID field may be referenced and Sage Purchase Document Header level, Sage Purchase Document Item level and/or Sage Sales Document Item level. If the PROJECT_ID field has been referenced as part of the Override Fields, then the Project ID found or created from the process documented above is used. Note that if the PROJECT_ID is being used for Sage Override Field then the Value should be left blank. Also note that Sage does not display the Project ID dropdown selection on Sales Order Line Items unless the Product Code is a "S3" Special Service Item. UPDATED: General - support for User Settings for &QWUS, &QWSR and &QWPD macros being stored in the QuoteWerks database (were previously in User.ini file). Note that this primarily affects the Email features in ConnectIt. Only QuoteWerks Users using the ConnectIt email macros with v5.2 and above will be affected by this change. UPDATED: General - support for Document Header Custom Text 25-28 fields for dropdown selection fields. UPDATED: General - support for Document Header Custom Text 25-28 fields for macros. UPDATED: ConnectIt Document Creation - miscellaneous improved message when process aborts for some reason. FIXED: ConnectIt Document Creation - when using a screen resolution with magnification, the "Ok" and "Cancel" buttons on the Supplier Selection screen were not visible. This issue has now been resolved. //------------------------------------------------------------ // v2.24.0 - released 25/08/2017 //------------------------------------------------------------ ConnectIt.exe v2.24.0 ConnectIt Configuration.exe v2.24.0 ConnectIt Create Customer Wizard.exe v2.24.0 ConnectIt Create Product Wizard.exe v2.24.0 ConnectIt Create Supplier Wizard.exe v2.24.0 ConnectIt Registration.exe v2.24.0 ConnectIt Registration Manager.exe v2.24.0 ADDED: support for Sage 50 Accounts v24. UPDATED: ConnectIt Document Creation - if the Customer, Product(s) and/or Supplier(s) detailed on the QuoteWerks Document do not exist in Sage, then the User is asked if they wish to open the relevant Wizard there and then. (Previously the User would have to return to the QuoteWerks Tools menu to open the Wizard.) UPDATED: ConnectIt Document Creation - tidied up control layouts on Progress Bar and Customer / Supplier selection screens so that they do not appear out of place and text does not wrap around. //------------------------------------------------------------ // v2.23.3 - released 08/05/2017 //------------------------------------------------------------ ConnectIt.exe v2.23.3 FIXED: ConnectIt Document Creation - if an Excluded Line Item on the QuoteWerks Document has a very long description and the ConnectIt Configuration Sales or Purchase Documents 'Create multiple lines for long product descriptions' options are ticked, then although the main Excluded Line Item would not be created, the additional lines for the long product description would be created on the Sage Document. This issue has now been corrected - neither the main or addtional lines are created for Line Items and are marked as Excluded on the QuoteWerks Document. //------------------------------------------------------------ // v2.23.2 - released 25/01/2017 //------------------------------------------------------------ ConnectIt Create Product Wizard.exe v2.23.2 FIXED: ConnectIt Create Product Wizard - "Fatal Error loading the document to memory. Object reference not set to the instance of an object." error when using the utility. The error is a ‘hard’ fault which was inadvertently introduced in v2.23.1 of ConnectIt-Sage50 and affects the Product Wizard only. This issue has now been resolved. //------------------------------------------------------------ // v2.23.1 - released 14/11/2016, ref. HITO34107 //------------------------------------------------------------ ConnectIt.exe v2.23.1 ConnectIt Configuration.exe v2.23.1 ADDED: Configuration | Documents tab | Transfer Details tab grid | Address & Delivery Address column - options to use the Sage Customer Address or Sage Customer Delivery Address on Documents. UPDATED: ConnectIt Document Transfer process for the above new setting options. UPDATED: Configuration | Customers tab | '# characters to use in Customer 'n' character Find' option to allow selection of zero or one character. (Was previously set with 2 as a minimum.) UPDATED: ConnectIt Document Transfer process - if using the Customer 'n' character Find option, rather than asking the User to select the Customer using a series of message boxes, present the User with a list of the matching Customer Accounts and allow them to select one. Note that if the '# characters to use in Customer 'n' character Find' option is set to zero, then this results in all Customer Accounts from Sage for the User to select one. //------------------------------------------------------------ // v2.23.0 - released 27/09/2016 //------------------------------------------------------------ ConnectIt.exe v2.23.0 ConnectIt Configuration.exe v2.23.0 ConnectIt Create Customer Wizard.exe v2.23.0 ConnectIt Create Product Wizard.exe v2.23.0 ConnectIt Create Supplier Wizard.exe v2.23.0 ConnectIt Registration.exe v2.23.0 ConnectIt Registration Manager.exe v2.23.0 ADDED: support for Sage 50 Accounts v23 ADDED: Configuration | Documents | Sales Documents | Settings | 'Use Sage Currency Exchange Rate not QuoteWerks Exchange Rate' option - with this option ticked, ConnectIt will use the Exchange Rate as specified in Sage and not that specified in QuoteWerks. Note that this may mean that the foreign currency totals between the QuoteWerks Document and Sage Document may not match, i.e. if the Currency Exchange Rate in QuoteWerks is not that same as that in Sage. UPDATED: when using the Configuration Documents tab | Sales Documents tab | Settings tab | 'Sum negative Line Item values into the Net Value Discount field' option, ConnectIt now writes the Discount Percentage as well as the Value. This prevents confusion when the Discount Percent is shown on print output - previously it was zero, now it reflects the appropriate percentage as compared to the Sub Total for the value assigned. FIXED: an issue with the Customer Credit Limit check whereby ConnectIt could falsely report that transferring a Document would put the Customer over their limit when it would not. this was because when summing the Line Items on the QuoteWerks Document for the comparison, ConnectIt would sum all Line Items - including Sub Totals, Running Sub Totals, Summayr Lines, etc - and not just Product/Service, Discount and Charge Line Items. This issue has now been corrected. //------------------------------------------------------------ // v2.22.3 - released 25/07/2016 //------------------------------------------------------------ ConnectIt.exe v2.22.3 ConnectIt Configuration.exe v2.22.3 ADDED: Configuration | Products tab | General tab | Trim Leading and Trailing Spaces option - if ticked, then any leading or trailing spaces, tabs, carriage returns or other whitespace characters are removed from the Product Code when the Product is created in Sage using the Product Wizard and when the Document(s) is(are) created in Sage. ADDED: Document Transfer & Product Wizard - support for the new Configuration | Products tab | General tab | Trim Leading and Trailing Spaces option (see above). UPDATED: Installer - changed the Windows Installer pre-requisite from v3.1 to v4.5. //------------------------------------------------------------ // v2.22.2 - released 29/03/2016 //------------------------------------------------------------ ConnectIt.exe v2.22.2 ConnectIt Configuration.exe v2.22.2 ADDED: Configuration | Advanced tab | Wizards tab | Product Updates tab - setting to allow the details of an existing Product to be updated as part of the Product Wizard process. UPDATED: Product Wizard - support for updating the details of existing Products as well as creating new Products which do not exist. Previously the Wizard would alert the User that the Product already existed and not update it. ADDED: Document Transfer & Wizards - support for new QuoteWerks DocumentHeader and DocumentItem fields for macros ADDED: Document Transfer - support for hard-coded Override values //------------------------------------------------------------ // v2.22.1 - released 06/01/2016 //------------------------------------------------------------ ConnectIt Create Product Wizard.exe v2.22.1 FIXED: 'A Sales Nominal Code must be entered for the Product' error when using the 'Create All' option. This was because the default Sales Nominal Code "4000" was not active in the User's Sage 50 Accounts. Additionally using an Override setting for the Product Wizard did not overcome this error. The issue was rectified by applying the Override values before the Products details were validated as well as before each individual Product is written to Sage 50. //------------------------------------------------------------ // v2.22.0 - released 16/09/2014 //------------------------------------------------------------ ConnectIt.exe v2.22.0 ConnectIt Configuration.exe v2.22.0 ConnectIt Create Customer Wizard.exe v2.22.0 ConnectIt Create Product Wizard.exe v2.22.0 ConnectIt Create Supplier Wizard.exe v2.22.0 ConnectIt Registration.exe v2.22.0 ConnectIt Registration Manager.exe v2.22.0 ADDED: support for Sage 50 Accounts v22 (2016) //------------------------------------------------------------ // v2.21.8 - released 09/09/2015 //------------------------------------------------------------ ConnectIt.exe v2.21.8 FIXED: 'Overflow' and 'Division by Zero' errors when transferring Documents. This was due to the new &Calc_ Override macro features introduced in v2.21.6 and having a division forula when the 'divide by' zero value was zero. //------------------------------------------------------------ // v2.21.7 - released 12/08/2015 //------------------------------------------------------------ ConnectIt Configuration.exe v2.21.7 ConnectIt Stock Adjustments.exe v2.21.7 UPDATED: Configuration | Products tab | Stock Adjustments tab | Ref. field - added DocName field to the list of available fields. UPDATED: Stock Adjustment | Create Stock Adjustment - changed length of the Reference field to be a maximum of 30 characters for Sage 50 v17 (and above). //------------------------------------------------------------ // v2.21.6 - released 30/07/2015 //------------------------------------------------------------ ConnectIt.exe v2.21.6 ConnectIt Configuration.exe v2.21.6 ConnectIt Stock Adjustments.exe v2.21.6 ADDED: Configuration | Advanced tab | Wizards tab | 'Product Wizard to create Products from Group Header Lines' option - if this option is ticked, then the Product Wizard will create Products in Sage from QuoteWerks Group Header Line Items as well as Product/Service Line Items. UPDATE: Document Transfer - the Configuration Email tab | Send tab and Documents tab | Purchase & Sales Document tabs | Overrides tabs now support &Conc_, &Calc_ and &Date_ type macros. Note that these apply to Document Header, Product/Service and Group Header Line Types only - other Line Types support the existing &QW.._ macros only. - &Conc_ - allows various values to be concatenated together, for example "&Conc_This is the Document Number: &QWDH_DocNo; and Name: &QWDH_DocName;". Note the use of the standard &QWDH_ macro with a semi-colon (";") at the end of the field name. - &Calc_ - allows a calculation to be done between two (or more) fields, for example "&Calc_(&QWDH_ProfitAmount; / &QWDH_SubTotal;) * 100". Note the use of the standard &QWDH_ macro with a semi-colon (";") at the end of the field name. - &Date_ - allows certain dates to be specified, for example "&Date_FirstDayOfMonth" will return the first day of the current month. UPDATED: Product Wizard - if the Configuration | Advanced tab | Wizards tab | 'Product Wizard to create Products from Group Header Lines' option is ticked, then the Product Wizard will create Products in Sage from QuoteWerks Group Header Line Items as well as Product/Service Line Items. UPDATED: Stock Adjustment | Create Stock Adjustment - change the "TYPE" from integer datatype to byte. //------------------------------------------------------------ // v2.21.5 - released 11/05/2015 //------------------------------------------------------------ ConnectIt.exe v2.21.5 ConnectIt Configuration.exe v2.21.5 ADDED: Configuration | Documents tab | Sales Documents tab | Settings tab - 'Transfer Group Header Lines Items and not Sub Items' option. Note 1: this option is not available if the Documents tab | Main tab | 'Roll-up like Product Code Quantities into a single line' option is ticked as this could cause a conflict within the Transfer process. Note 2: if this option is ticked, then Group Header Line Types will be created on the Sage Document as Product Line Items and the option on the Configuration | Documents tab | Transfer Details tab grid will be ignored, i.e. the QuoteWerks Group Header Line Items will be created as Product Lines only and not Message Lines as well. UPDATED: ConnectIT Document Transfer - if the 'Transfer Group Header Lines Items and not Sub Items' option is ticked, then: 1) The Product Code(s) specified on the Group Header Line Items are checked that they exist in Sage 2) The Product Code(s) specified on the Product/Service Sub Line Items are not checked that they exist in Sage 3) Group Header Line Items are transferred onto the Sage document 4) Product/Service Sub Line Items are not transferred onto the Sage document FIXED: ConnectIT Document Transfer - when more than two decimal places are present in the Document Item Cost and/or Selling Prices, then this can cause discrepancies between the Document totals in Sage 50 over-and-above those sometimes seen due to the different ways that QuoteWerks and Sage 50 round for tax (ref. http://www.connectit-software.co.uk/support/article.aspx?ID=91). This was due to the changes made in v1.19.x for using a field other than the UnitCost / UnitPrice fields to read the Product Prices. This issue has now been resolved. //------------------------------------------------------------ // v2.21.4 - released 20/04/2015 //------------------------------------------------------------ ConnectIt.exe v2.21.4 ConnectIt Configuration.exe v2.21.4 ConnectIt Stock Adjustments.exe v2.21.4 ADDED: Configuration | Documents tab | Purchase Documents tab | Settings tab | Nominal Code option - if the 'Create multiple Purchase Document lines for long product descriptions' option is ticked, then this gives the User the option to set the Nominal Code value that will be applied to the additional lines. ADDED: Configuration | Documents tab | Sales Documents tab | Settings tab | Nominal Code option - if the 'Create multiple Sales Document lines for long product descriptions' option is ticked, then this gives the User the option to set the Nominal Code value that will be applied to the additional lines. UPDATED: ConnectIT Document Transfer - apply the Nominal Code set in the Configuration for additional long Product Description lines on Purchase and Sales documents in Sage. FIXED: Stock Adjustments | Grid Click - when clicking on the 'Create' column tickbox, sometimes you would get a 'conversion from type DBNull to type String is not valid'. This issue has now been resolved. FIXED: Stock Adjustments | Save - if there are rows on the grid which are not selected in the 'Create' column then you would receive a 'conversion from type DBNull to type Boolean is not valid' error. This issue has now been resolved. FIXED: Stock Adjustments | Save - 'Invalid value specified' error. This occurred if there were Product Descriptions on the Document which were longer than 60 characters. ConnectIt now trims the Description (and other string fields with character lengths limits) to the relevant number of characters. //------------------------------------------------------------ // v2.21.3 - released 17/11/2014 //------------------------------------------------------------ ConnectIt Stock Adjustments.exe v2.21.3 FIXED: Stock Adjustments - the Quantity column was formatting to a date when the value is overwritten. The references to the columns were mistakenly offset so that the Quantity column formatted as a Date, Cost as a Quantity and the Date column not at all. The way that the columns are referenced has now been updated and this issue has been resolved. //------------------------------------------------------------ // v2.21.2 - released 12/11/2014 //------------------------------------------------------------ ConnectIt.exe v2.21.2 ConnectIt Registration.exe v2.21.2 ConnectIt Stock Adjustments.exe v2.21.2 ADDED: ConnectIt - support for LoggedInUser ("&QWUS_"), selected SalesRep User ("&QWSR_") and selected PreparedBy User ("&QWPB_") Preference settings into all macros. ADDED: ConnectIt - support for HTML emails including HTML tags such as
for carriage returns to both Outlook and SMTP emails. ADDED: Configuration | Products tab | Stock Adjustments tab | Date dropdown '&SYS_Today' option - if this option is selected, then the current system date is applied to the Stock Adjustment screen list. ADDED: Configuration | Products tab | Stock Adjustments tab | 'Multiply Quantity by UoP' option - if ticked, then the Quantity value is multiplied by the Unit Of Pricing Factor as it is transposed from the QuoteWerks Document to the Stock Adjustment screen. ADDED: Configuration | Products tab | Stock Adjustments tab | 'Ignore Exclude Lines' and 'Ignore Don't Print Lines' options - if ticked, then the Exclude and/or Don't Print Line Items are not transposed from the QuoteWerks Document to the Stock Adjustment screen. UPDATED: ConnectIt-Sage50 Installer - append the ConnectIt logo to the Windows Start menu | All Programs | ConnectIt-Sage | Tools | ConnectIt-Sage Stock Adjustment option. UPDATED: Stock Adjustments amendments: - make Details column editable - auto-format Date, Quantity and Cost field after editing - multiply Quantity of Unit Of Pricing Factor (option in Configuration) - default the 'Create' column to ticked - change the 'Ok' button caption to 'Save' FIXED: Registration | Step 1 URL - was navigating to the old connectit-online.co.uk website; this has now been changed to the new ConnectIt Software website. FIXED: ConnectIt Document Transfer - if an error message occurred during the processing then a second error could also appear 'object not set to the instance of an object'. This was due to changes made to the process in v2.21.1 for sending emails and has now been corrected. FIXED: ConnectIt Document Transfer - if an error message occurred during the processing (such as unable to connect to Sage) then ConnectIt would falsely report that the Document Transfer had been successfuly. This was due to changes made to the process in v2.21.1 for sending emails and has now been corrected. //------------------------------------------------------------ // v2.21.1 - released 29/10/2014 //------------------------------------------------------------ ConnectIt.exe v2.21.1 ConnectIt Configuration.exe v2.21.1 (NEW) ConnectIt Stock Adjustments.exe v2.21.1 ADDED: Configuration | Email tab | Login tab - various settings for MS Outlook and SMTP email setup ADDED: Configuration | Email tab | Send tab - various settings to set From / To email addresses plus title and body for email confirmations ADDED: Configuration | Products tab | Stock Adjustments tab - various settings for configuring the new Product Stock Adjustments utility screen. ADDED: ConnectIt - email confirmations when a Document is transferred successfully ADDED: ConnectIt Product Stock Adjustments utility - to facilitate creating Stock Adjustment in Sage 50 based on the information on the current QuoteWerks Document. UPDATED: Registration | Create Menu option - a menu option for the ConnectIt Stock Adjustment screen is also created as part of this process. FIXED: Configuration | Documents tab | Transfer Details tab | 'in not a valid Boolean' error when adding a row to the grid. This was due to the addition of the Header column in v2.21.0 and has now been corrected. //------------------------------------------------------------ // v2.21.0 - released 22/09/2014 //------------------------------------------------------------ ConnectIt.exe v2.21.0 ConnectIt Configuration.exe v2.21.0 ConnectIt Create Customer Wizard.exe v2.21.0 ConnectIt Create Product Wizard.exe v2.21.0 ConnectIt Create Supplier Wizard.exe v2.21.0 ConnectIt Registration.exe v2.21.0 ConnectIt Registration Manager.exe v2.21.0 ADDED: support for Sage 50 Accounts v21 (2015) ADDED: Configuration | Documents tab | Transfer Details tab | Header column - if this option is ticked, then the QuoteWerks Document Header Line Items are transferred to Sage the Sage Documents as Comments. UPDATED: upgraded development and test environments following Windows XP being no longer supported to Windows 7 with Visual Studio 2010 and .net 4.0 framework UPDATED: removed support for Sage 50 Accounts v12 (2006) and below. //------------------------------------------------------------ // v1.20.4 - released 21/02/2014 //------------------------------------------------------------ ConnectIt Create Product Wizard.exe v1.20.4.0 ConnectIt Configuration.exe v1.20.4.0 ADDED: ConnectIt Configuration | Advanced tab | Wizard Overrides tab | Product Wizard options - when using the 'Create All' option in the Product Wizard these options allow you to write any QuoteWerks Document Header or Item field into a field on the Product Wizard. The Override Field should reflect the name of the options that you would like to write (see this article for a full list); the Override Value should reflect the value or macro to write to the Field. UPDATED: Product Wizard - to read the Configuration Override values as part of the 'Create All' process. FIXED: an issue whereby 'garbage' could appear in the Description of a Line Item in Sage, such as "$$$Error:002:Invalid row (6)" and potentially other Override fields not containing the expected data. This was due to the ConnectIt Configuration having Overrides set at the Sales or Purchase Order Document Items level when Products with long Descriptions were being created as additional lines on the Document. This issue has now been resolved. //------------------------------------------------------------ // v1.20.3 - released 13/12/2013 //------------------------------------------------------------ ConnectIt.exe v1.20.3.0 ConnectIt Configuration.exe v1.20.3.0 ADDED: ConnectIt Configuration | Documents tab | Main tab | 'Roll-up like Product Code Quantities into a single line' option. If this option is ticked, then the Quantities of Line Items on the QuoteWerks which have the same Product Code (usually Manufacturer Part Number) are summed into the first instance of that Product Code on the Sage Sales and/or Purchase Document(s). Note that if the Unit Cost and/or Unit Price of the like Product Code Line Items are different, then the User is prompted and the transfer will fail because this would result in a Document in Sage which has a different total value to that in QuoteWerks. FIXED: "ConnectIt has stopped working" error when transferring a Document from QuoteWerks into Sage. This was because the ConnectIt Configuration Utility ‘QuoteWerks Logon Settings’ have not been set up and the Supplier tab | ‘Supplier information is maintained in Sage not QuoteWerks’ option is not ticked. ConnectIt now presents the user with a more meaningful error message. //------------------------------------------------------------ // v1.20.2 - released 27/08/2013 //------------------------------------------------------------ ConnectIt.exe v1.20.2.0 FIXED: "Error loading the document to memory - Index was out of range" when transferring a Document from QuoteWerks into Sage. This was due to the new Configuration | Products tab | General tab | Trim Description to Whole Words option when the Product/Service Line Item Description was between 61 and 119 characters long. The issue is now resolved. //------------------------------------------------------------ // v1.20.1 - released 23/08/2013 //------------------------------------------------------------ ConnectIt.exe v1.20.1.0 ConnectIt Configuration.exe v1.20.1.0 ADDED: Configuration options to set the Sage Product Code and Quantity for additional Line Items that are added when long Descriptions are used in QuoteWerks (see Configuration | Documents tab | Sales Document tab | Settings tab | Product Code and Quantity options). ADDED: Configuration to trim any Descriptions to the last whole word only (see Configuration | Products tab | General tab | Trim Description to Whole Words option). UPDATED: ConnectIt Document transfer process to use the new Product Code and Quantity settings when creating multiple lines for Products with long Descriptions. UPDATED: the default Sage Product Code for extra Line Items that are added when long Descriptions are used changed from "0" (which might not exist in Sage) to "S1" (which is a default Product which does exist). //------------------------------------------------------------ // v1.20.0 - released 06/08/2013 //------------------------------------------------------------ ConnectIt.exe v1.20.0.0 ConnectIt Configuration.exe v1.20.0.0 ConnectIt Create Customer Wizard.exe v1.20.0.0 ConnectIt Create Product Wizard.exe v1.20.0.0 ConnectIt Create Supplier Wizard.exe v1.20.0.0 ConnectIt Registration.exe v1.20.0.0 ConnectIt Registration Manager.exe v1.20.0.0 ADDED: support for Sage 50 Accounts 2014 //------------------------------------------------------------ // v1.19.5 - released 19/12/2012 //------------------------------------------------------------ ConnectIt.exe v1.19.5.0 ADDED: support for recently added Document Header and Document Item fields into Override fields. //------------------------------------------------------------ // v1.19.4 - released 26/10/2012 //------------------------------------------------------------ ConnectIt.exe v1.19.4.0 FIXED: an issue where Charge Lines and Discount Lines would be zero on the Sage Document, also if the Configuration Documents tab | Sales Documents | Settings | 'Sum negative Line Item values into the Net Value Discount field' option was ticked, then the value did not get transferred across. This was due to changes made in v1.19.1 for the user to be allowed to select which field to use for the Cost and Selling Prices and has now been resolved. //------------------------------------------------------------ // v1.19.3 - released 23/10/2012 //------------------------------------------------------------ ConnectIt.exe v1.19.3.0 FIXED: an issue whereby if the Configuration Products tab | 'Allow Documents to be created even if the Products do not exist in Sage' option is ticked and the default S1, S2 or S3 Product Codes were used for the 'Code for taxable products', then ConnectIt would incorrectly prompt for the Products to be created in Sage. This issue has now been resolved - ConnectIt does not now prompt and the Document is successfully created in Sage. This issue was introduced in v1.19.? of ConnectIt. FIXED: an issue whereby if the Configuration Products tab | 'Allow Documents to be created even if the Products do not exist in Sage' option is ticked, then the Nominal Code for taxable Products would be used instead of the Nominal Code for non-taxable Products. This issue dates back to very early versions of ConnectIt. //------------------------------------------------------------ // v1.19.2 - released 14/09/2012 //------------------------------------------------------------ ConnectIt.exe v1.19.2.0 ConnectIt Configuration.exe v1.19.2.0 ADDED: options to transfer the Cost Price and Selling Price (options added in 1.19.1) exactly, i.e. ignoring any Exchange Rates (see Configutation | Products tab | General tab | Product Cost and Selling Price 'Copy Exact' tick boxes.) //------------------------------------------------------------ // v1.19.1 - released 07/09/2012 //------------------------------------------------------------ ConnectIt.exe v1.19.1.0 ConnectIt Configuration.exe v1.19.1.0 ADDED: option to set the Product Details Field for S3 Products using a macro (see Configuration | Products tab | General tab | Product Details Field) ADDED: options to choose which fields ConnectIt should use for the Cost Price (used on Purchase Documents) and Selling Price (used on Sales Documents) when transferring Document into Sage. (See Configutation | Products tab | General tab | Product Cost and Selling Price fields.) UPDATED: modified the Product Description Field setting to support macros (see Configuration | Products tab | General tab | Product Description Field) //------------------------------------------------------------ // v1.19.0 - released 24/08/2012 //------------------------------------------------------------ ConnectIt.exe v1.19.0.0 ConnectIt Configuration.exe v1.19.0.0 ConnectIt Create Customer Wizard.exe v1.19.0.0 ConnectIt Create Product Wizard.exe v1.19.0.0 ConnectIt Create Supplier Wizard.exe v1.19.0.0 ConnectIt Registration.exe v1.19.0.0 ConnectIt Registration Manager.exe v1.19.0.0 ADDED: support for Sage 50 Accounts 2013 (v19) //------------------------------------------------------------ // v1.18.3 - released 24/07/2012 //------------------------------------------------------------ ConnectIt.exe v1.18.3.0 ConnectIt Configuration.exe v1.18.3.0 ADDED: a Configuration to not Override a field in Sage if the value from QuoteWerks is blank (empty) (see Configuration | Documents tab | Purchase and Sales Documents tab | Overrides tab | Document Header and Item Fields tabs | No Override If Blank option). This tickbox option is used if you would rather that ConnectIt ignored blank (empty) values from the QuoteWerks Document and not write the blank value to Sage. This is useful if you would like to Override a Sage field in some circumstances, but leave the default value when an override value has not specified in QuoteWerks. //------------------------------------------------------------ // v1.18.2 - released 12/07/2012 //------------------------------------------------------------ ConnectIt.exe v1.18.2.0 FIXED: when transferring a Foreign Currency Document into Sage that has Discount Line items and the option to 'Sum negative Line Item values into the Net Value Discount field' option has been ticked, then the value transferred into the Net Value Discount would not be converted into the Foreign Currency, i.e. it stayed in GBP, it was not multiplied by the Exchange Rate. This issue has now been resolved. //------------------------------------------------------------ // v1.18.1 - released 27/06/2012 //------------------------------------------------------------ ConnectIt.exe v1.18.1.0 ADDED: the ability to create Product Invoice, Product Credit, Service Invoice and Service Credit Sage Document types in a foreign currency. FIXED: "Object not set to an instance of an object" error if the transfer process has been stopped or failed. This was due the the Override fields being loaded when the QuoteWerks Document information had not been loaded. The issue has now been fixed. //------------------------------------------------------------ // v1.18.0 - released 27/06/2012 //------------------------------------------------------------ ConnectIt.exe v1.18.0.0 ConnectIt Configuration.exe v1.18.0.0 ConnectIt Create Customer Wizard.exe v1.18.0.0 ConnectIt Create Product Wizard.exe v1.18.0.0 ConnectIt Create Supplier Wizard.exe v1.18.0.0 ConnectIt Registration.exe v1.18.0.0 ConnectIt Registration Manager.exe v1.18.0.0 ADDED: support for 'Override' fields on both Sales and Purchase Documents in Sage. This allows the user to setup ConnectIt to map any QuoteWerks Document Header or Item field to any Sage Document Header or Item field (as long as the field is available in the respective APIs). See the ConnectIt Configuration Documents tab | Purchase / Sales Documents tab | Overrides tab. Please note that 1) the underlying Sage field name must be entered, 2) the QuoteWerks &QWDH_ and &QWDI_ macros are used to reference QuoteWerks fields, 3) that if the entered Sage Document field does not exist, then an 'index was outside the bounds of the array' error will occur, and 4) if the value in QuoteWerks is not valid for the field type in Sage (e.g. text in numeric field) then a default value will be applied. FIXED: The Comment 1 and 2 fields configured on the Documents tab | Transfer Details tab | Comment 1 and 2 column were not being transferred through - the values were always coming through as blank. //------------------------------------------------------------ // v1.17.0 - released 23/04/2012 //------------------------------------------------------------ ConnectIt.exe v1.17.0.0 ConnectIt Configuration.exe v1.17.0.0 ConnectIt Create Customer Wizard.exe v1.17.0.0 ConnectIt Create Product Wizard.exe v1.17.0.0 ConnectIt Create Supplier Wizard.exe v1.17.0.0 ConnectIt Registration.exe v1.17.0.0 ConnectIt Registration Manager.exe v1.17.0.0 ADDED: option to sum negative Line Item values on the QuoteWerks Document into the Net Value Discount field of the Sage Sales Order or Sales Invoice Document. (See Configuration Documents tab | Sales Documents tab | Settings tab | 'Sum negative Line Item values into the Net Value Discount field' option.) This will mean that Line Items with negative values will not be transposed onto the Sage Document, instead the total of these values will be entered into the Net Value Discount document field. Supported on Product Sales Order, Product Invoice and Product Credit Sage Document types. FIXED: when a QuoteWerks Users name is swapped to the Registered Users list, a strange character appears in the name. This also caused an error when trying to swap the name back from the Registered Users list to the QuoteWerks Users list. This was due to the licensing encryption routines and has now been corrected - the strange character no longer appears and the User can be Unregistered without an error. //------------------------------------------------------------ // v1.16.3 - released 04/10/2011 //------------------------------------------------------------ ConnectIt Configuration.exe v1.16.3.0 UPDATED: removed the limit on the number of characters that can be placed in the Configuration Documents tab | Sales Documents tab | Default Values tab | Global Details, Order Reference and Line Information fields to allow multiple macros to be entered. While the number of characters in the macro text may exceed the field character limits imposed by Sage, once translated as part of the transfer the values may not. Tooltip also added to prompt the user of the character limits. //------------------------------------------------------------ // v1.16.2 - released 24/09/2011 //------------------------------------------------------------ ConnectIt.exe v1.16.2.0 ConnectIt Configuration.exe v1.16.2.0 ADDED: configuration options to write QuoteWerks Document Header, Document Items or a fixed value to the Sage Sales Document Line Item Order Reference, Order Line Reference and Line Information fields //------------------------------------------------------------ // v1.16.1 - released 02/09/2011 //------------------------------------------------------------ ConnectIt.exe v1.16.1.0 UPDATED: the version of the Sage 2012 SDO that is distributed with the project, ref. rounding issue in Sage 50 2012 - http://www.connectit-software.co.uk/support/article.aspx?ID=285 //------------------------------------------------------------ // v1.16.0 - released 25/08/2011 //------------------------------------------------------------ ConnectIt.exe v1.16.0.0 ConnectIt Configuration.exe v1.16.0.0 ConnectIt Create Customer Wizard.exe v1.16.0.0 ConnectIt Create Product Wizard.exe v1.16.0.0 ConnectIt Create Supplier Wizard.exe v1.16.0.0 ConnectIt Registration.exe v1.16.0.0 ConnectIt Registration Manager.exe v1.16.0.0 ADDED: support for Sage Instant Accounts and Sage 50 Accounts 2012 (v18.0) ADDED: an option to not Lock the QuoteWerks Document after it has successfully been transferred into Sage (see Configuration | Documents tab | Main tab | 'Do not Lock QuoteWerks Document on success' option) FIXED: issue where the Supplier Wizard does not load when installed on a 64-bit operating system. This occurred when ConnectIt tried to validate the QuoteWerks Registration key and was due to the application compile settings being set to "Any CPU". The compile settings are now set as "x86" to resolve this. FIXED: issue where the Sales Document may not be created when creating Sales and Purchase Document and No Vendors selected. The issue is now fixed. //------------------------------------------------------------ // v1.15.0 - released 08/06/2011 //------------------------------------------------------------ ConnectIt.exe v1.15.0.0 ConnectIt Configuration.exe v1.15.0.0 ConnectIt Create Customer Wizard.exe v1.15.0.0 ConnectIt Create Product Wizard.exe v1.15.0.0 ConnectIt Create Supplier Wizard.exe v1.15.0.0 ConnectIt Registration.exe v1.15.0.0 ConnectIt Registration Manager.exe v1.15.0.0 ADDED: an option to save the time (as well as the date) that a document was transferred into Sage (see Configuration | Documents | Main tab). ADDED: the ability to use the Sold To Customer Department Code from Sage into the Sales Order, Sales Invoice, Service Invoice, Product Credit or Service Credit Document when it is create in Sage. (Note that this is done by setting the ConnectIt configuration | Documents tab | Sage Defaults tab | Global Department Code value to -1.) UPDATE: added QuoteWerks Document Header CustomText17-24 options to relevant Configuration drop-down lists. FIXED: when setting and saving the ConnectIt Configuration Sage tab 'Accounts Data Path' value, then trying to revert back to using the 'Company File Path', the ConnectIt Configuration reopens with the 'Accounts Data Path' values entered. This issue has now been resolved. FIXED: "Error loading the document to memory. Object reference not set to an instance of an object" error when Header Line Types are included in the QuoteWerks Document. ConnectIt now prompts that unsupported Line Types are included and asks the user if they wish to continue (like when Sub Total, Running Sub Total, etc lines are on the document). //------------------------------------------------------------ // v1.14.3 - released 20/10/2010 //------------------------------------------------------------ ConnectIt.exe v1.14.3.0 ConnectIt Registration.exe v1.14.3.0 ConnectIt Registration Manager.exe v1.14.3.0 FIXED: Windows error from ConnectIt if QuoteWerks is not open when using the Registration or Registration Manager. A ConnectIt error is now displayed. //------------------------------------------------------------ // v1.14.2 - released 29/09/2010 //------------------------------------------------------------ ConnectIt.exe v1.14.2.0 ConnectIt Configuration.exe v1.14.2.0 ConnectIt Create Customer Wizard.exe v1.14.2.0 ConnectIt Create Product Wizard.exe v1.14.2.0 ConnectIt Create Supplier Wizard.exe v1.14.2.0 ConnectIt Registration.exe v1.14.2.0 ConnectIt Registration Manager.exe v1.14.2.0 FIXED: Issue updating registration details, some users had to reset before their license could be updated. Updated registration for all modules. FIXED ConnectIt Configuration - Enable Euro VAT Code calculation and Prompt user if QuoteWerks VAT Rate is incorrect would not save/load correctly. //------------------------------------------------------------ // v1.14.1 - released 03/09/2010 //------------------------------------------------------------ ConnectIt.exe v1.14.1.0 ConnectIt Configuration.exe v1.14.1.0 ConnectIt Create Customer Wizard.exe v1.14.1.0 ConnectIt Create Product Wizard.exe v1.14.1.0 ConnectIt Create Supplier Wizard.exe v1.14.1.0 ConnectIt Registration.exe v1.14.1.0 ConnectIt Registration Manager.exe v1.14.1.0 ADDED: support for Sage 50 Accounts 2011 (v17) FIXED: Error message in product Wizard if Comment or Group Headers are selected, now ConnectIt ignores Comment and group headers - only Product/Service Line Types are transferred. //------------------------------------------------------------ // v1.14.0 - released 20/08/2010 //------------------------------------------------------------ ConnectIt.exe v1.14.0.0 ConnectIt Configuration.exe v1.14.0.0 ConnectIt Create Customer Wizard.exe v1.14.0.0 ConnectIt Create Product Wizard.exe v1.14.0.0 ConnectIt Create Supplier Wizard.exe v1.14.0.0 ConnectIt Registration.exe v1.14.0.0 ConnectIt Registration Manager.exe v1.14.0.0 ADDED: Document Transfer - an option to set the Default Global Details value for Sales Orders and Invoices (see Documents tab | Sage Defaults tab | Sales Document Defaults section). This field also supports &QWDH macros. ADDED: Document Transfer - an option for back-to-back orders to allow the Sales Order Document to be created in Sage even though no Suppliers were selected to create Purchase Orders for (see Documents tab | Main tab). ADDED: Options to not check Document Line Item Product Codes if they are not due to be transferred into Sage (see Products tab | General tab). Note that this enhancement works in conjunction with the Documents tab | Transfer Details 'Stop Exclude' and 'Stop Don't Print' settings - if the lines are not set to be transferred, then these new settings are ignored. It is only if the Line items are due to be transferred that these new settings are used to prevent unnecessary "Product does not exist..." messages. ADDED: An option to multiply the Quotewerks Document Quantity by the Line Item Unit Of Pricing Factor before transferring the information into Sage (see Products tab | General tab). UPDATE: Create Customer Wizard - now does not allow users to enter a Sage Account number that is longer than the Sage maximum of 8 characters. ConnectIt Create Customer Wizard will now prompt the user until they enter a Sage Account reference of 8 characters or less. FIXED: As the Create Customer Wizard initialises, if there are multiple Companies set up in Sage and the user clicks 'Cancel' from the Company Selection screen, then the user would get several Fatal Errors about an Object variable or With block variable not being set. This has now been corrected. If the user clicks 'Cancel', the Wizard exits gracefully. //------------------------------------------------------------ // v1.13.0 - released 30/4/2010 //------------------------------------------------------------ ConnectIt.exe v1.13.0.0 ConnectIt Configuration.exe v1.13.0.0 ConnectIt Create Customer Wizard.exe v1.13.0.0 ConnectIt Create Product Wizard.exe v1.13.0.0 ConnectIt Create Supplier Wizard.exe v1.13.0.0 ConnectIt Registration.exe v1.13.0.0 ConnectIt Registration Manager.exe v1.13.0.0 ConnectIt v1.12.5 internal release wrapped up with up-to-date documentation for external release. //------------------------------------------------------------ // v1.12.5 - internal only //------------------------------------------------------------ ConnectIt Configuration.exe v1.12.5.0 ConnectIt Create Customer Wizard.exe v1.12.5.0 ADDED: Calculation of Default Tax Code for Customer Wizard. Now calculates the tax code from country and whether a VAT number is entered in the QuoteWerks document ADDED: button on ConnectIt configuration Advanced Tab -> ConnectIt tab to load the old configuration from the database. UPDATE: Optimised the implementation of the Customer Wizard Additional Customer Addresses feature. This is now significantly quicker than previously. FIXED: Loading the old Configuration from the database file errors was not reading some values. This now loads correctly. //------------------------------------------------------------ // v1.12.4 - internal only //------------------------------------------------------------ ConnectIt.exe v1.12.4.0 ConnectIt Configuration.exe v1.12.4.0 ConnectIt Create Product Wizard.exe v1.12.4.0 ADDED: load Configuration from the database file, to allow loading of a previous setup UPDATE: discrepencies between Carriage tax code and document tax code, Tax codes are now calculated for the Carriage. UPDATE: when checking the lists of UK and European countries, ignore case. This was previously case-sensetive, ConnectIt now ignores case. FIXED: the Product Wizard was generating an error Finding Suppliers when certain configurations options were set in certain combinations. Now fixed. FIXED: when transferring a document into a foreign currency Purchase Order, the total price was not including quantity. Now fixed //------------------------------------------------------------ // v1.12.3 - internal only //------------------------------------------------------------ ConnectIt.exe v1.12.2.0 ConnectIt Configuration.exe v1.12.2.0 ADDED: Configuration Documents/Sage Defaults tab - Purchase Doc defaults "Global Department Code" TextBox, Sage Purchase Doc Global Department read from here. ADDED: Configuration Documents/Purchase Document - "Sage Purchase Document currency from Sage Supplier Currency" checkbox, Purchase docs can be created in same currency as Sage supplier currency. ADDED: Configuration Documents/Sales Document tab - "Sage Sales Document currency from quotewerks alternate currency" checkbox, Support for sales docs to be created in same currency as QW alternate currency ADDED: Configuration Customers tab - Enable Euro VAT Code checkbox + EU VAT not applicable code Drop down. This Option reads VAT No. and Country to establish the correct tax code depending on EU or not and Vat no. or not. Update: Configuration Documents tab - Transfer Details - Comment1 + comment2 to a textbox from a drop down. //------------------------------------------------------------ // v1.12.2 - internal only //------------------------------------------------------------ ConnectIt.exe v1.12.2.0 ConnectIt Configuration.exe v1.12.2.0 ConnectIt Create Customer Wizard.exe v1.12.2.0 ConnectIt Create Product Wizard.exe v1.12.2.0 ConnectIt Create Supplier Wizard.exe v1.12.2.0 ADDED: Customer Wizard - Added 2 extra options "Create Alternate Customer Delivery Address checkbox" + "Address field" Drop down, If filled out then the address selected is loaded as an alternate address in sage. ADDED: Configuration Documents/Sales Document - "Create multiple Sales Document lines for long product descriptions", Long descriptions are split into multiple lines in sage ADDED: Configuration Documents/Purchase Document tab - "Create multiple Purchase Document lines for long product descriptions", Long descriptions are split into multiple lines in sage ADDED: Configuration Documents/Purchase Document tab - "Sage Purchase Document cost Price from QuoteWerks cost modifier" checkbox, This allows the Cost Price to be calculated from the Unit List field and Cost modifier. ADDED: Configuration Documents/Purchase Document tab - "Overwrite Purchase Document Shipping costs" checkbox + "Purchase Document Shipping field" drop down, If set Purchase Document Shipping Amount is read from the stated field. ADDED: Configuration Documents/Sage Defaults tab - Sales Doc defaults "Global Department Code" TextBox, Sage Sales Doc Global Department read from here. UPDATE: Added "Purchase Documents" and "Sales documents" tabs onto the Documents Tab as Main was getting too crowded. //------------------------------------------------------------ // v1.12.1 - internal only //------------------------------------------------------------ ConnectIt.exe v1.12.1.0 ConnectIt Configuration.exe v1.12.1.0 ConnectIt Create Customer Wizard.exe v1.12.1.0 ConnectIt Create Product Wizard.exe v1.12.1.0 ConnectIt Create Supplier Wizard.exe v1.12.1.0 ADDED: Configuration Documents | Transfer Details tab - support for Document header fields in Comment 1 and Comment 2 fields (Previously only Document Item fields were available) ADDED: Configuration Documents | Transfer Details tab - added Purchase Doc Ref and Sales Doc Ref fields ADDED: Configuration Customers tab - 2 Foreign currency check boxes "Foreign Currency Enabled (Foreign Trader Wizard Run)" and "Sage Customer Currency from QuoteWerks Alternate Currency" ADDED: Customer Foreign Currency now supported ADDED: Customer Wizard - Added Vat No. field ADDED: Configuration Customers tab - Sage Vat No. Reference is in QuoteWerks checkbox and Vat No. Reference Field Drop down ADDED: Configuration Advanced | Wizards tab - "Customer Wizard default terms agreed" Customer wizard reads this as the default value for the Terms Agreed in Sage ADDED: Configuration Advanced | Wizards tab - options for Product wizards to load Supplier information from document - "Product Wizard to load supplier infomation from document" check box ADDED: Configuration Advanced | Wizards tab - options for Customer, Supplier, Product wizards to load default department ADDED: Configuration Customer tab - Default Department field ADDED: Configuration Supplier tab - Default Department field UPDATE: Configuration Advanced tab - organised options into 2 sub tabs "Running CIT" and "Wizards" UPDATE: Changed Connectit Configuration backend from access database to XML file. (This fixes previous issue adding line items to the document transfer grid) FIXED: Configuration: Allow documents to be created with blank product codes nominal code field always 0 //------------------------------------------------------------ // v1.11.2 - released 17/02/2010 //------------------------------------------------------------ ConnectIt.exe v1.11.2.0 ConnectIt Configuration.exe v1.11.2.0 ADDED: "Product Sales Order (Ord)" and "Product Purchase Order & Product Sales Order (Ord)" to the 'Documents' tab | 'Transfer Details' tab 'Sage Doc Type dropdown list of options ADDED: create a Product sales Order in Sage with a status of 'Ord' when the "Product Sales Order (Ord)" option has been selected in the configuration //------------------------------------------------------------ // v1.11.1 - internal test release only //------------------------------------------------------------ //------------------------------------------------------------ // v1.11.0 - released 05/10/2009 //------------------------------------------------------------ ConnectIt.exe v1.11.0.0 ConnectIt Configuration.exe v1.11.0.0 ConnectIt Create Customer Wizard.exe v1.11.0.0 ConnectIt Create Product Wizard.exe v1.11.0.0 ConnectIt Create Supplier Wizard.exe v1.11.0.0 ConnectIt Registration.exe v1.11.0.0 ConnectIt Registration Manager.exe v1.11.0.0 ADDED: support for Sage 50 Accounts 2010 - Product Sales Order, Product Purchase Order, Product Invoice, Product Credit, Service Invoice and Service Credit document types UPDATE: remove the "Comment" option from the Configuration | Documents tab | Transfer Details tab | "Comment 1" and "Comment 2" dropdown selections - this field is no longer supported in build 49 of QuoteWerks //------------------------------------------------------------ // v1.10.2 - released 14/08/2009 //------------------------------------------------------------ ConnectIt.exe v1.10.2.0 FIXED: discrepencies seen in the Tax on Sage Purchase Order line items - this could occur if the Supplier in Sage was set to Override the Tax Code (i.e. the Supplier "Use Default Tax Code for Purchases" tick box was ticked and the Supplier had a different corresponding Tax Rate to that of the QuoteWerks document //------------------------------------------------------------ // v1.10.1 - released 14/05/2009 //------------------------------------------------------------ ConnectIt.exe v1.10.1.0 UPDATE: 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". //------------------------------------------------------------ // v1.10.0 - released 05/05/2009 //------------------------------------------------------------ ConnectIt.exe v1.10.0.0 ConnectIt Configuration.exe v1.10.0.0 ConnectIt Create Customer Wizard.exe v1.10.0.0 ConnectIt Create Product Wizard.exe v1.10.0.0 ConnectIt Create Supplier Wizard.exe v1.10.0.0 ConnectIt Registration.exe v1.10.0.0 ConnectIt Registration Manager.exe v1.10.0.0 ADDED: support for Sage Instant Accounts 2009 - Product Sales Order, Product Invoice, Product Credit, Service Invoice and Service Credit document types //------------------------------------------------------------ // v1.9.0 - released 02/03/2009 //------------------------------------------------------------ ConnectIt.exe v1.9.0.0 ConnectIt Configuration.exe v1.9.0.0 ConnectIt Create Customer Wizard.exe v1.9.0.0 ConnectIt Create Product Wizard.exe v1.9.0.0 ConnectIt Create Supplier Wizard.exe v1.9.0.0 ConnectIt Registration.exe v1.9.0.0 ConnectIt Registration Manager.exe v1.9.0.0 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: include 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 FIXED: ConnectIt Registration runtime error "Object reference not set to an instance of an object" when trying to create the menu option if the QuoteWerks menuopts.add file is empty //------------------------------------------------------------ // v1.8.2 - released 15/10/2008 //------------------------------------------------------------ ConnectIt.exe v1.8.2.0 ConnectIt Create Product Wizard.exe v1.8.2.0 ADDED: Product field mappings document to the distributed package UPDATE: multiply quantities by the group multiplier value for products in groups - ConnectIt UPDATE: added a warning message if a discount has been applied to a group header row - ConnectIt 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 Create Product Wizard //------------------------------------------------------------ // v1.8.1 - released 30/09/2008 //------------------------------------------------------------ ConnectIt.exe v1.8.1.0 ConnectIt Create Customer Wizard.exe v1.8.1.0 ConnectIt Create Product Wizard.exe v1.8.1.0 ConnectIt Create Supplier Wizard.exe v1.8.1.0 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 //------------------------------------------------------------ // v1.8.0 - released 22/09/2008 //------------------------------------------------------------ ConnectIt.exe v1.8.0.0 ConnectIt Configuration.exe v1.8.0.0 ConnectIt Create Customer Wizard.exe v1.8.0.0 ConnectIt Create Product Wizard.exe v1.8.0.0 ConnectIt Create Supplier Wizard.exe v1.8.0.0 ConnectIt Registration.exe v1.8.0.0 ConnectIt Registration Manager.exe v1.8.0.0 ADDED: support for Sage 50 Accounts 2009 (v15.0) - ConnectIt, ConnectIt Configuration 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 - ConnectIt Registration Manager 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 - ConnectIt Registration FIXED: error message which occurred when the QuoteWerks Due Date was blank - ConnectIt //------------------------------------------------------------ // v1.7.0 - released 17/03/2008 //------------------------------------------------------------ ConnectIt.exe v1.7.0.0 ConnectIt Configuration.exe v1.7.0.0 ConnectIt Create Customer Wizard.exe v1.7.0.0 ConnectIt Create Product Wizard.exe v1.7.0.0 ConnectIt Create Supplier Wizard.exe v1.7.0.0 ConnectIt Registration.exe v1.7.0.0 ConnectIt Registration Manager.exe v1.7.0.0 ADDED: ability to set up a macro formula for values written to the Sage document Notes1, Notes2 and Notes3 fields - ConnectIt-Sage, ConnectIt-Sage Configuration ADDED: ability to set the SoldTo, ShipTo or BillTo fields as the source for the Customer Account Reference - ConnectIt-Sage, ConnectIt-Sage Configuration 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) - ConnectIt-Sage, ConnectIt-Sage Configuration ADDED: allow Configuration of the default Product Item Type - ConnectIt-Sage Product Wizard, ConnectIt-Sage Configuration 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 - ConnectIt-Sage, ConnectIt-Sage Configuration ADDED: calculate the carriage for Purchase Order documents from the QuoteWerks Document Lines Items Shipping Costs (ShippingAmount) field - ConnectIt-Sage ADDED: a "Get License Info" button to refresh registration information from the ConnectIt License Server for when upgrading or buying more licenses - ConnectIt Registration ADDED: a "Reset" button to remove all the License Database if there are problems with the license codes or the database gets corrupted - ConnectIt Registration UPDATE: changed "Register" button caption to "Create Menu" for clarity on what this does - ConnectIt Registration UPDATE: removed "Get License Info" button for clarity on what screen perform what tasks (this button added to ConnectIt Registration) - ConnectIt Registration Manager UPDATE: support for changes to API made in QuoteWerks 4.0 build 33 licensing UPDATE: tab orders on controls - ConnectIt-Sage Configuration FIXED: the Product Wizard Category selection list was being taken from the Chart of Accounts Category and not the Stock Category - ConnectIt-Sage Product Wizard //------------------------------------------------------------ // v1.6.0 - released 10/12/2007 //------------------------------------------------------------ ConnectIt.exe v1.6.0.0 ConnectIt Configuration.exe v1.6.0.0 ConnectIt Create Customer Wizard.exe v1.6.0.0 ConnectIt Create Product Wizard.exe v1.6.0.0 ConnectIt Create Supplier Wizard.exe v1.6.0.0 ConnectIt Registration.exe v1.6.0.0 ConnectIt Registration Manager.exe v1.6.0.0 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 UPDATE: minor message box caption amends 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 //------------------------------------------------------------ // v1.5.2 - released 5/11/2007 //------------------------------------------------------------ ConnectIt.exe v1.5.2.0 ConnectIt Configuration.exe v1.5.2.0 ConnectIt Create Customer Wizard.exe v1.5.2.0 ConnectIt Create Product Wizard.exe v1.5.2.0 ConnectIt Registration.exe v1.5.2.0 ConnectIt Registration Manager.exe v1.5.2.0 UPDATE: compatibility for joint ConnectIt-Sage and ConnectIt-MSCRM registration UPDATE: updated all SDO engine drivers to the latest hot fix releases UPDATE: tested against all the latest Sage Services Packs and Hot Fix variations //------------------------------------------------------------ // v1.5.1 - released 14/9/2007 //------------------------------------------------------------ ConnectIt.exe v1.5.1.0 ConnectIt Configuration.exe v1.5.1.0 ConnectIt Create Customer Wizard.exe v1.5.1.0 ConnectIt Create Product Wizard.exe v1.5.1.0 ConnectIt Registration.exe v1.5.1.0 ConnectIt Registration Manager.exe v1.5.1.0 ADDED: support for Sage v14.0 (2008) - ConnectIt, ConnectIt Configuration, ConnectIt Create Customer Wizard, ConnectIt Create Product Wizard ADDED: ReadMe.txt to installation package - ConnectIt Client Installer 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 a user not being logged into QuoteWerks when registering the application - ConnectIt Registration, ConnectIt Registration Manager //------------------------------------------------------------ // v1.5.0 - released 20/08/2007 //------------------------------------------------------------ ConnectIt.exe v1.5.0.0 ConnectIt Configuration.exe v1.5.0.0 ConnectIt Create Customer Wizard.exe v1.5.0.0 ConnectIt Create Product Wizard.exe v1.5.0.0 ConnectIt Registration.exe v1.5.0.0 ConnectIt Registration Manager.exe v1.5.0.0 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 UPDATE: 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 UPDATE: read in the Sage Product Department Number to then write to the Sage document line item - ConnectIt UPDATE: annotation that setting the 'n' character search value to the maximum 60 turns the 'n' character search off - ConnectIt Configuration UPDATE: version number to the title of the screen - ConnectIt Configuration, ConnectIt Customer Wizard, ConnectIt Product Wizard, ConnectIt Registration UPDATE: minor label caption changes - ConnectIt Configuration UPDATE: remove unused references to reduce deployment footprint - All UPDATE: 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 //------------------------------------------------------------ // v1.4.0 - released 31/05/2007 //------------------------------------------------------------ ConnectIt.exe v1.4.0.0 ConnectIt Registration.exe v1.4.0.0 ConnectIt Configuration.exe v1.4.0.0 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 a ConnectIt Offline Help menu option to QuoteWerks Tools menu ADDED: ConnectIt Registration - create a ConnectIt Online Help menu option to QuoteWerks Tools menu 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) UPDATE: ConnectIt Configuration - make field selectors blank if deselected so not confusing that the same field might be used for more than one thing UPDATE: ConnectIt Configuration - move configuration options onto different tabs for more logical setting up UPDATE: ConnectIt - read tax rate from the QuoteWerks Sales Info Local Tax Rate field UPDATE: 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 UPDATE: ConnectIt - optimised Company searching using Fast Find method, nb: requires case sensitive match on Company Name value (see ConnectIt FAQ and Troubleshooting) UPDATE: All - more meaningful messaging when unable to get a Sage connection - SDO not registered, etc. UPDATE: 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 //------------------------------------------------------------ // v1.3.0 - released 20/12/2006 //------------------------------------------------------------ ConnectIt.exe v1.3.0.0 ConnectIt Registration.exe v1.3.0.0 ConnectIt Create Product Wizard.exe v1.3.0.0 ADDED: ability to create several products on the QuoteWerks document in Sage at one time - ConnectIt, ConnectIt Configuration, ConnectIt Create Product Wizard ADDED: ability to create Customers in Sage - ConnectIt Create Customer Wizard ADDED: ability to create Customers in Sage using the SoldTo, ShipTo and BillTo fields on the QuoteWerks document - ConnectIt Create Customer Wizard ADDED: ability to select whether the SoldTo, ShipTo or BillTo fields are used for the Sage document addresses - ConnectIt, ConnectIt Configuration ADDED: allow configuration of the ConnectIt Settings database filename - ConnectIt, ConnectIt Configuration, ConnectIt Create Product Wizard ADDED: tooltips to various controls - ConnectIt Configuration, ConnectIt Registration, ConnectIt Create Product Wizard ADDED: directory browser to select Company file directory - ConnectIt Configuration ADDED: Windows Installer 3.1 prerequisite to simplify install on non-service packed machines and older operating systems - ConnectIt Installer UPDATE: hide password with asterisk character "*" - ConnectIt Configuration UPDATE: hide icon and picture files - ConnectIt Client Installer UPDATE: remove the need to install, re-install and re-register from this version onwards - ConnectIt Client Installer UPDATE: recreates the QuoteWerks menuopts.add file - ConnectIt Registration UPDATE: stop floppy drives being polled when applications run - ConnectIt, ConnectIt Registration, ConnectIt Create Product Wizard UPDATE: disable ability to allow blank product codes when using Sage v13.0; blank product codes cause an error when Posting the document - ConnectIt Configuration UPDATE: the ability to install over the top of v1.2 (NB: still doesn't keep the settings, but this is the last time they will need to be re-entered!) - ConnectIt Installer UPDATE: added URL to splash screen - ConnectIt Registration, ConnectIt Configuration, ConnectIt Create Product Wizard FIXED: unhandled error if Sage Logon settings not configured correctly - ConnectIt FIXED: unhandled error if an error occured loading QuoteWerks document - ConnectIt FIXED: disable Finish button when on Product Wizard Welcome screen - ConnectIt Create Product Wizard //------------------------------------------------------------ // v1.2.1 - released 20/11/2006 //------------------------------------------------------------ ConnectIt.exe v1.2.1.0 ConnectIt Registration.exe v1.2.1.0 ConnectIt Create Product Wizard.exe v1.2.1.0 FIXED: error where ConnectIt registration does not correctly register ConnectIt - ConnectIt Registration //------------------------------------------------------------ // v1.2.0 - released 13/11/2006 //------------------------------------------------------------ ConnectIt.exe v1.2.0.0 ConnectIt Configuration.exe v1.2.0.0 ConnectIt Registration.exe v1.2.0.0 ConnectIt Create Product Wizard.exe v1.2.0.0 ADDED: the ability to create Sales Order documents - ConnectIt, ConnectIt Configuration ADDED: ConnectIt Create Product in Sage Wizard - ConnectIt Registration ADDED: the ability to configure which Document Items field is used to create products in Sage ADDED: splash screen - ConnectIt Configuration, ConnectIt Registration FIXED: unhandled error if user selects and tests a version of Sage that is not installed on their computer - ConnectIt Configuration //------------------------------------------------------------ // v1.1.0 - released 9/10/2006 //------------------------------------------------------------ ConnectIt.exe v1.1.0.0 ConnectIt Configuration.exe v1.1.0.0 ConnectIt Registration.exe v1.1.0.0 ADDED: support for Sage Line 50 2007 (v13.0) - ConnectIt Configuration, ConnectIt ADDED: the ability to configure the document types, before and after statuses that ConnectIt uses and sets in QuoteWerks - ConnectIt Configuration, ConnectIt ADDED: the ability to configure the destination document types that ConnectIt creates in Sage - ConnectIt Configuration, ConnectIt 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 - ConnectIt Configuration, ConnectIt ADDED: option to select whether the Sage Doc number is bought back into QuoteWerks and which field it is written to - ConnectIt Configuration, ConnectIt ADDED: ConnectIt.mdb database to store configuration settings, etc - ConnectIt Configuration, ConnectIt, ConnectIt Installer UPDATE: option to validate against a blank product code on the QuoteWerks document - ConnectIt Configuration, ConnectIt UPDATE: PDF document icons on programs menu - ConnectIt Installer UPDATE: installer messages and options for easier installation - ConnectIt Installer UPDATE: improved reference to products that do not exist message - ConnectIt UPDATE: the default end statuses in QuoteWerks (confusing with "Sales Invoice" and "Service Invoice" terminology) - ConnectIt Installer UPDATE: added "Documentation" Start menu folder item - ConnectIt Installer UPDATE: documentation filenames - ConnectIt Installer, ConnectIt Registration, ConnectIt Online 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 - ConnectIt Registration FIXED: Fatal error message when testing Sage connection if the wrong version selected. Trapped error - ConnectIt Configuration //------------------------------------------------------------ // v1.0.3 - released 17/8/2006 //------------------------------------------------------------ ConnectIt.exe v1.0.3.0 ConnectIt Configuration.exe v1.0.3.0 ConnectIt Registration.exe v1.0.3.0 ADDED: documentation to installer package with menu options - installer ADDED: support for creating negative Credit Notes in QuoteWerks and creating with positive values in Sage Sales Credit - ConnectIt, ConnectIt Configuration UPDATE: more meaningful error messages - ConnectIt, ConnectIt Registration UPDATE: field mappings to join postcode and country on last line so that an address line not "wasted" with just country (see field mappings docs for full details) - ConnectIt UPDATE: install to "ConnectIt" program group (rather than "Hilltops IT") - installer UPDATE: statuses applied to documents when they are created in Sage so that invoices and credit notes can be distinguished between - "SI Created in Sage" and "SC Created in Sage" respectively - ConnectIt UPDATE: show product details in Sage Customer Activity view - ConnectIt FIXED: tax value was zero for discount and charge line types from the QuoteWerks document, this is now calculated from the ExtendedPrice field using 0/17.5% - ConnectIt //------------------------------------------------------------ // v1.0.2 - released 7/8/2006 //------------------------------------------------------------ ConnectIt.exe v1.0.2.0 ConnectIt Configuration.exe v1.0.1.0 ConnectIt Registration.exe v1.0.2.0 ADDED: validation check that the QuoteWerks document has been saved at least once before the user attempts to create it in Sage - ConnectIt ADDED: ConnectIt Step-by-Step Guide to Document Creation - document UPDATE: more meaningful error messages - ConnectIt, ConnectIt Registration UPDATE: Sage document delivery details taken from the "Sent To" fields (rather than the "Bill To" fields) - ConnectIt FIXED: when creating a document in Sage, the document was created even though the product reference does not exist, this is now corrected - ConnectIt FIXED: when the "...products could not be found..." error message appears no products are listed, the dialog now lists the products - ConnectIt FIXED: the status of "Ready to Post" was not working, this is now corrected and the document will be created in Sage - ConnectIt FIXED: the customer postcode was not being taken across into the Sage invoice, field mappings have now been corrected - ConnectIt //------------------------------------------------------------ // v1.0.1 - released 3/8/2006 //------------------------------------------------------------ ConnectIt.exe v1.0.1.0 ConnectIt Configuration.exe v1.0.1.0 ConnectIt Registration.exe v1.0.1.0 ADDED: added support for Sage Line 50 v11.1 - ConnectIt, ConnectIt Configuration FIXED: in ConnectIt Registration, the link to the ConnectIt Registration Information document was not working, this is now corrected and a message has been added about pop-up blockers and firewalls preventing the download - ConnectIt Registration FIXED: ConnectIt was saying it wasn't registered when it was. This was due to a registry key being corrupted in certain circumstances (only affects some PC's) - ConnectIt, ConnectIt Registration //------------------------------------------------------------ // v1 - released 1/8/2006 //------------------------------------------------------------ ConnectIt.exe v1.0.0.0 ConnectIt Configuration.exe v1.0.0.0 ConnectIt.exe Registration v1.0.0.0