QuoteWerks Scripting

QuoteWerks Corporate Edition has built-in VB scripting which enables you to write code to extend the functionality of QuoteWerks including performing special validations, checking for combinations of items, and more. QuoteWerks Scripting takes advantage of API events within the application itself without the need of an externally written application.

Since the module’s introduction, we have created literally hundreds of scripts for Users to do different things when they perform different actions in QuoteWerks. Some of the more general requirements are such things as checking that a cell contains a value or summing particular Line Items on a Document and placing a total for these elsewhere on the Document. Usually the scripts are triggered just before the User Saves or Previews the Document to ensure that the information is correct and complete before it is saved to the database and/or potentially sent to the Customer.

Other more specific requirements that our customers have had which we have created scripts for are things such as:

• Appending text to a Document Header field if Line Items with one of a list of certain Item Types appears on the QuoteWerks Document.
• Check that a Line Item with a particular Manufacturer Part Number exists on a Document if one of a list of certain other Manufacturer Part Numbers exist on the Document before Saving or Previewing a Document.
• Automatically sum the total of all Recurring Line Items on the Document when the User Saves or Previews the Document and place the total in a Custom Text field.
• As above but split out totals for Annual, Quarterly, Monthly and Weekly totals.
• As above but calculating the Profit value and Margin percent of Recurring Line Items.
• When a Document is converted, then overwrite the Customer PO# if it currently contains a particular value.
• When a new Document is duplicated, then clear the Customer PO# field value.
• A Tools menu option to generate a URL to request payment via PayPal and copy it to the Windows clipboard.
• A Tools menu option to generate the QuoteValet Customer-Facing link and copy it to the Windows clipboard.
• Execute a database query or stored procedure if one of a list of certain Manufacturer Part Numbers exists on the Document before Saving or Previewing a Document.
• Automatically calculate the Deposit Amount based on the Sales Rep group before Saving or Previewing a Document.
• Automatically calculate the Deposit Amount based on the Line Item Item Types before Saving or Previewing a Document.

Scripts can be incredibly useful and flexible albeit when there is a lot of work that you want to be able to perform in a script, then they can be difficult to write in the first place and maintain going forward; particularly in the absence of a programmer who knows QuoteWerks well. When there is a lot of validation required, then we will definitely recommend our ConnectIt-Workflow Validation module as an alternative - this offers a highly intuitive graphical interface for you to manage your Rules which is a lot easier than editing VB script. When there is a lot of “miscellaneous other” work to be done, then we will generally offer the option of creating a separate add-on application - this helps the programmer building the solution enormously because a full development environment is available to them in which to build and test the add-on.