//------------------------------------------------------------ // v7.0.1 - released 23rd July 2015 //------------------------------------------------------------ ConnectIt.exe v7.0.1 FIXED: ConnectIt | Document Transfer - when transferring a Line Item to a Sales Order or Invoice and a Document Item Override specified of UnitDiscountPercent, the Unit Price would be discounted and the Disc. Unit Price double-discounted. This issure has now been resolved: the Unit Price is that from QuoteWerks and the Disc.Unit Price the Unit Price less the UnitDiscountPercent specified. //------------------------------------------------------------ // v7.0.0 - released 15th July 2015 //------------------------------------------------------------ ConnectIt.exe v7.0.0 ConnectIt Configuration.exe v7.0.0 ADDED: Configuration | Documents tab | Sales Documents tab - 5 x Document Header and 5 x Document Items Override fields. ADDED: Configuration | Documents tab | Purchase Documents tab - 5 x Document Header and 5 x Document Items Override fields. ADDED: ConnectIt | Document Transfer - support to Override field values based on the new Configuration options. //------------------------------------------------------------ // v1.8.4 - released 4th August 2014 //------------------------------------------------------------ ConnectIt.exe v1.8.4 ConnectIt Configuration.exe v1.8.4 UPDATED: when the Configuration | Documents tab | Sales Documents tab | 'Customer VAT No. Reference is in QuoteWerks' is un-ticked, then also un-tick and disable the 'Enable Tax Code Validation' option as it is not relevant without having the Customer VAT number. FIXED: Fatal error 'Length of argument string must be greater than zero' error when loading the QuoteWerks Document information. This happened if no Shipping information had been entered on the QuoteWerks Document Items tab. This issue has ow been resolved. //------------------------------------------------------------ // v1.8.3 - released 23rd July 2014 //------------------------------------------------------------ ConnectIt Configuration.exe v1.8.3 UPDATED: when the Configuration | Customers tab | 'Enable Tax Code Validation' option is ticked, un-tick and disable the Documents tab | Sales Documents tab | 'Tax Rate from Sage Customer' option as by taking the Tax Code from the Sage Customer would override what is trying to be achieved with the Tax Code validation routines. //------------------------------------------------------------ // v1.8.2 - released 21st July 2014 //------------------------------------------------------------ ConnectIt.exe v1.8.2 FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Sales Documents tab | 'Transfer Group Header Lines not Member Items' option is ticked and the Configuration | Products tab | All Documents tab | 'Allow Documents to be created even if the Product Code does not exist in Sage' option is not ticked and the Group Header Line Item is blank or does not exist, then the User is not prompted that Product(s) do not exist and asked to correct this before transferring. This issue is now resolved - the User is now prompted and the transfer fails. FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Purchase Documents tab | 'Transfer Shipping Cost as separate Line Item' option is ticked but the Charge Code set does not exist then 1) the User is not prompted, and 2) the transfer completes successfully but without the Shipping Cost applied to the Purchase Order Document. This issue is now resolved - the User is now prompted and the transfer fails. //------------------------------------------------------------ // v1.8.1 - released 14th July 2014 //------------------------------------------------------------ ConnectIt.exe v1.8.1 ConnectIt Configuration.exe v1.8.1 ADDED: Configuration | Customers tab | 'Enable Tax Code Validation' option - if this option is ticked, the ConnectIt will check the Country that the QuoteWerks Document is for (UK, Europe or RoW), the Tax Code applied (typically 20% or 0%) and whether there is a VAT Number specified and pass or fail the transfer accordingly. For more details on the validation, please refer to Knowledgebase Article 000293. ADDED: Configuration | Customers tab | 'RoW Tax Code' option - used as part of the UK / Europe / RoW transfer process and Validation checks. For more details on the Tax Codes and where they are used, please refer to Knowledgebase Article 000293. ADDED: Configuration | Advanced tab | Document Transfer tab | QuoteWerks tab | 'Do not allow transfer if the Document is unsaved' option - if this option is ticked, then ConnectIt will check to see if the Document in unsaved ("dirty") and stop the User from transferring the Document if it is not. UPDATED: Customer Wizard - when creating the Customer record in Sage 200 from the Sold To, Ship To or Bill To Contact details in QuoteWerks, then if the 'Enable Tax Code Calculation' option is ticked in the Configuration we will pick up the Euro or RoW Tax Code from the Configuration. Note that if it is a UK Company, then we use the Tax Rate set on the QuoteWerks Document to work out which Sage 200 Tax Code to use (i.e. the same as previously). //------------------------------------------------------------ // v1.8.0 - released 23rd June 2014 //------------------------------------------------------------ ConnectIt.exe v1.8.0 ConnectIt Configuration.exe v1.8.0 ConnectIt Create Customer Wizard.exe v1.8.0 ConnectIt Create Product Wizard.exe v1.8.0 ConnectIt Create Supplier Wizard.exe v1.8.0 ConnectIt Registration.exe v1.8.0 ConnectIt Registration Manager.exe v1.8.0 ADDED: Configuration | Customer tab | 'Update Customer Address with details from QuoteWerks' option - if this option is ticked, then the User will be prompted if they would like to update the Customer Address information in Sage to the details from QuoteWerks ADDED: Document Transfer - if the Customer tab | 'Update Customer Address with details from QuoteWerks' option is ticked, then the User is prompted if they would like to update the Sage Customer Address with the details in QuoteWerks; if "Yes", then the Customer record address details are overwritten (NOTE: Address only, not all details). ADDED: Configuration | Documents tab | Sales Documents tab | 'Transfer Group Header Lines not Member Items' option - if this option is ticked, then Group Header Line Items are transferred but the child Group Member Product/Service Line Items are not transferred. Note that Product/Service Line Items outside of a Group are still transferred as normal. ADDED: Configuration | Documents tab | Sales Documents tab | 'Transfer Shipping Cost as separate Line Item', 'Charge Code' and 'Description' options - when this option is ticked, then if there is a Shipping Cost entered into the QuoteWerks document is is placed as a Line Item on the QuoteWerks Document with the specified Charge Code and Description details. ADDED: Configuration | Documents tab | Purchase Documents tab | 'Transfer Shipping Cost as separate Line Item', 'Charge Code' and 'Description' options - when this option is ticked, then if there is a Shipping Cost entered into the QuoteWerks document is is placed as a Line Item on the QuoteWerks Document with the specified Charge Code and Description details. //------------------------------------------------------------ // v1.7.5 - released 7th December 2012 //------------------------------------------------------------ ConnectIt.exe v1.7.5 ConnectIt Create Customer Wizard.exe v1.7.5 FIXED: Document Transfer - when using the QuoteWerks address details for the Delivery Address in Sage and when the 'Use segmented addesses' is ticked in Sage 200, the City would get duplicated in the Sage Document Address Line 4 field and the City field. This issue has now been corrected - the City is only entered into one of the fields. FIXED: Customer Wizard - when creating a Customer from the address details on the QuoteWerks Document and when the 'Use segmented addesses' is ticked in Sage 200, the Address Line 3 field would not transfer. This issue has now been corrected - the Address Line 3 is now transferred. FIXED: Customer Wizard - when creating a Customer and when the 'Use segmented addesses' is ticked in Sage 200, the Country would not transfer, it would always default to 'GB - Great Britain. This issue has now been corrected - the correct Country is now transferred. //------------------------------------------------------------ // v1.7.4 - released 28th August 2012 //------------------------------------------------------------ ConnectIt.exe v1.7.4 ConnectIt Create Customer Wizard.exe v1.7.4 ConnectIt Create Product Wizard.exe v1.7.4 ConnectIt Create Supplier Wizard.exe v1.7.4 ConnectIt Registration.exe v1.7.4 ConnectIt Registration Manager.exe v1.7.4 FIXED: "Invalid license..." error - ConnectIt-Sage200 license module was incorrectly configured to check the registration against the total number of licenses instead of the individual user licenses. This issue has now been resolved. //------------------------------------------------------------ // v1.7.3 - released 9th August 2012 //------------------------------------------------------------ ConnectIt.exe v1.7.3 UPDATED: Stock does not get allocated in some situations. We were unable to confirm exactly the criteria when Stock did not get allocated, but during communications with the Sage Development Support team, it seems that there may be an issue with the API and the methods that we were using. Sage Development advised an alternative method to allocate the stock which seems to function as expected. //------------------------------------------------------------ // v1.7.2 - released 30th June 2012 //------------------------------------------------------------ ConnectIt.exe v1.7.2 UPDATED: only allocate Stock on Sales Order entry if the Stock Allocation Type is set to 'Manual'. //------------------------------------------------------------ // v1.7.1 - released 30th June 2012 //------------------------------------------------------------ ConnectIt.exe v1.7.1 ConnectIt Configuration.exe v1.7.1 ADDED: configuration option to prompt the user if by transferring the Document it would put the Customer over their Credit Limit set in Sage (see Configuration | Documents tab | Sales Documents tab | 'Prompt if document transfer would exceed Credit Limit' option) UPDATED: allow the SOP Ledger 'Allocate stock on order entry' setting to dictate whether stock is automatically allocated to an Order (ConnectIt previously forced the allocation). UPDATED: use the QuoteWerks Document Date for the Sage Pro Forma Invoice Date (ConnectIt previously used the current system date). UPDATED: simplified error messages that are generated when ConnectIt fails using the Sage API. FIXED: Resolved a "Delivery date that is in the past" error which occurs even if the Configuration option to suppress it is ticked - this occurred when setting the Document level Requested and/or Promised Delivery Dates, just the Line level values have been allowed before. //------------------------------------------------------------ // v1.7.0 - released 11th May 2012 //------------------------------------------------------------ ConnectIt.exe v1.7.0 ConnectIt Configuration.exe v1.7.0 ConnectIt Create Customer Wizard.exe v1.7.0 ConnectIt Create Product Wizard.exe v1.7.0 ConnectIt Create Supplier Wizard.exe v1.7.0 ConnectIt Registration.exe v1.7.0 ConnectIt Registration Manager.exe v1.7.0 ADDED: options to repeat the Requested and Promised Delivery Dates on a Sales Document onto the individual Line Items (see Documents tab | Sage Defaults tab | 'Transfer to Line Items also' options. Note that by activating these options, it will disable and override the Requested and Promised Delivery Date settings configured on the Product tab | Sales Documents tab | Main tab. ADDED: option to select the Warehouse that Line Items Stock is supplied from when creating Sales Order Documents in Sage. Note that if there is insufficient Quantity of the Product in Stock or if the Product is not available from the Warehouse, then the options on the Configuration | Advanced tab | Document Transer tab | Sage 200 tab are used to determine whether the Document should be created in Sage 200 or not. ADDED: an option to suppress errors that the specified Requested and/or Promised Delivery Dates specified in the Configuration or QuoteWerks Document are in the past (see Configuration | Advanced tab | Sage 200 tab | 'Suppress prompts that Delivery Dates are in the past' option). ADDED: support for new QuoteWerks Document Header table fields: ContractStartDate and ContractEndDate UPDATED: the macro for Line Item Requested and Promised Delivery Dates now includes the QuoteWerks Document Header fields (see Configuration | Products tab | Sales Documents tab | Main tab | 'Requested Delivery Date' and 'Promised Delivery Date' options) FIXED: "Sage.Accounting.Exceptions.Ex20235Exception: there is an order value discount available for this order" error if the Orders being created fell into the Sage Customer's automatic Discount band. The issue has now been resolved, the error is ignored and the Discount is automatically applied to the Order as it is transferred. FIXED: "Sage.Accounting.Exceptions.NoSuchWarehouseDUPEException: you must select a warehouse" error if the Stock Item Quantity in Sage of a Product on the QuoteWerks Document was negative. The Sage Warehouse was not getting allocated, resulting this error. The issue has now been resolved. //------------------------------------------------------------ // v1.6.0 - released 5th September 2011 //------------------------------------------------------------ ConnectIt.exe v1.6.0 ConnectIt Configuration.exe v1.6.0 ConnectIt Create Customer Wizard.exe v1.6.0 ConnectIt Create Product Wizard.exe v1.6.0 ConnectIt Create Supplier Wizard.exe v1.6.0 ConnectIt Registration.exe v1.6.0 ConnectIt Registration Manager.exe v1.6.0 ADDED: option to select the default Warehouse where Sales Order Items should be supplied from, this is used when creating Sales Order module Sales Order or Pro Forma Invoice document types - see Configuration | Documents | Sales Documents | 'By Default Supply From' option ADDED: option to override the error message if the is not available from the default warehouse - see Configuration | Advanced | Sage 200 | 'Suppress prompts that an Item is not available from the default Warehouse' option ADDED: option to use a QuoteWerks field to set the Order Priority for Sales Documents created in Sage (instead of using the Sage default) - see Configuration | Documents | Sales Documents | 'Order Priority from QuoteWerks' option ADDED: options to Warn the user of Fail the Document Transfer if the Requested and/or Promised Delivery Date field identified in QuoteWerks are blank or have an otherwise invalid value entered - see Configuration | Products | Sales Documents | Main | 'Requested Delivery Date If Blank Then' and 'Promised Delivery Date If Blank Then' options ADDED: CustomText17-24 fields to relevant dropdowns in Configuration UPDATED: splash screen style changes for new website //------------------------------------------------------------ // v1.5.1 - released 9th August 2011 //------------------------------------------------------------ Internal test release only. //------------------------------------------------------------ // v1.5.0 - released 25th July 2011 //------------------------------------------------------------ ConnectIt.exe v1.5.0 ConnectIt Configuration.exe v1.5.0 ConnectIt Create Customer Wizard.exe v1.5.0 ConnectIt Create Product Wizard.exe v1.5.0 ConnectIt Create Supplier Wizard.exe v1.5.0 ConnectIt Registration.exe v1.5.0 ConnectIt Registration Manager.exe v1.5.0 ADDED: option for 'Allowed Tax Rates' (see Configuration | Documents | Main) UPDATED: ConnectIt now ignores Stock Locations (Warehouses) that do not permit sales so that if you do have Stock Locations like this (such as to manage Sales Reps allocation for demo / sample purposes) then ConnectIt will not attempt to allocate Stock from these. UPDATED: Tax Code mappings as per below matrix: QuoteWerks ShipTo Country VAT Reference Tax Code (with Override*) Tax Code (no Override*) Blank (represents UK) Present Sage Customer Default From QuoteWerks Tax Rate Blank (represents UK) Blank Sage Customer Default From QuoteWerks Tax Rate EC countries Present Sage Customer Default Config Euro Tax Code EC countries Blank Sage Customer Default From QuoteWerks Tax Rate Rest of World Present Sage Customer Default Config Zero Rated Tax Code Rest of World Blank Sage Customer Default Config Zero Rated Tax Code * Override is the Sales Order Tax Rate from Customer option on the Documents | Sales Documents tab of the Configuration Utility FIXED: "Conversion from string to type Date is not valid" error if the Requested Date and/or Promised Date options were enabled and there is no value set in the specified Line Item field, or if the Requested Date and/or Promised Date option was set incorrectly - ConnectIt now simply leaves the value blank when transferring into Sage. //------------------------------------------------------------ // v1.4.7 - released 25th March 2011 //------------------------------------------------------------ ConnectIt.exe v1.4.7 FIXED: Issue transfering Country Code for sales documents when the QuoteWerks country is blank. //------------------------------------------------------------ // v1.4.6 - released 16th February 2011 //------------------------------------------------------------ ConnectIt.exe v1.4.6 ConnectIt Configuration.exe v1.4.6 ADDED: Transfer of QuoteWerks VAT number (from the QuoteWerks field specified in the configuration) to Sage 200 Sales Document Tax Number field. ADDED: Transfer of Country Code (Tax Details) for Sales Documents. ADDED: Customer Tax code/Tax Rate calculation for document transfers, you now have the option to let ConnectIt calculate the tax code and tax rate using the VAT number and delivery address country. UPDATED: Layout of the Customers' tab in the ConnectIt Configuration Utility. FIXED: QuoteWerks Address City field being transfered to Sage 200 Address 4 field, this is now transfered to the City field. //------------------------------------------------------------ // v1.4.5 - released 25th January 2011 //------------------------------------------------------------ ConnectIt.exe v1.4.5 ConnectIt Configuration.exe v1.4.5 Documentation v1.4.5 ADDED: Filtering functionality for Additional Charge items (filter Product/Service lines for specified Manufacturer Part Number(s) enabling them to be transferred as Additional Charge items in Sage). ADDED: Filtering configuration options for Additional Charge items. UPDATED: When transferring documents from QuoteWerks to Sage using QuoteWerks' Alternate Price fields, the Sage Exchange Rate was set to 1.000000. The appropriate Global Exchange Rate in Sage is now used instead. UPDATED: Updated the HilltopsIT Copyright message. //------------------------------------------------------------ // v1.4.4 - released 13th January 2011 //------------------------------------------------------------ ConnectIt.exe v1.4.4 ConnectIt Configuration.exe v1.4.4 Documentation v1.4.4 UPDATED: Renamed configuration option "Suppress prompt that the customer is on hold in Sage 200" to "Transfer document even if the customer is on hold in Sage 200" UPDATED: Renamed configuration option "Suppress prompt that no free stock is available in Sage 200" to "Transfer document even if no free stock is available in Sage 200" UPDATED: Documentation Updates. FIXED: Analysis Codes not being transferred for Document Items (products). //------------------------------------------------------------ // v1.4.3 - released 20th December 2010 //------------------------------------------------------------ ConnectIt.exe v1.4.3 FIXED: Analysis Codes not being transferred to the correct field. //------------------------------------------------------------ // v1.4.2 - released 16th November 2010 //------------------------------------------------------------ ConnectIt.exe v1.4.2 ConnectIt Configuration.exe v1.4.2 ADDED: Option to suppress "customer on hold" error messages and create sales orders anyway. The sales order is also put on hold in Sage. ADDED: Option to suppress "no free stock" error messages and create Sage document anyway. ADDED: Option to select which delivery address is used during document transfer. UPDATED: Updated the functionality for alternate pricing fields to be used as the product pricing, now only used if the QuoteWerks Alternate Currency is not the base currency. FIXED: the normal address field was also being used for the delivery address, delivery address now comes from the correct configuration setting. //------------------------------------------------------------ // v1.4.1 - beta released 8th November 2010 //------------------------------------------------------------ ConnectIt.exe v1.4.1.0 ConnectIt Configuration.exe v1.4.1.0 ADDED: Ability to write QuoteWerks field value to Sage Date Requested and Date Promised fields ADDED: FOB to Customer Account field drop down menu in configuration ADDED: Support for the alternate pricing fields to be used as the product pricing. ADDED: Ability to create Pro Forma Invoice document in Sage ADDED: Configuration options for Pro Forma Invoice creation ADDED: Ability to write QuoteWerks field value to Analysis Codes 1 - 6 for sales and purchase documents. ADDED: Configuration options for Analysis codes macros FIXED: Issue with n character search for Customer and suppliers. //------------------------------------------------------------ // v1.4.0 - released 25th October 2010 //------------------------------------------------------------ ConnectIt.exe v1.4 UPDATED: ConnectIt now uses Sage 200 2010 dll's FIXED: Company select Screen allowing multiple Company files to be selected //------------------------------------------------------------ // v1.3.1 - released 1st September 2010 //------------------------------------------------------------ ConnectIt.exe v1.3.1.0 ConnectIt Configuration.exe v1.3.1.0 ADDED: when creating documents, there is now an option for the user to select which Sage 200 Company to create the document in at run-time, rather than it being fixed. FIXED: resolved run-time error if no Suppliers were selected when creating Purchase Orders FIXED: Error adding new lines to Document Transfer Details grid //------------------------------------------------------------ // v1.3.0 - released 17th August 2010 //------------------------------------------------------------ ConnectIt.exe v1.3.0.0 ConnectIt Configuration.exe v1.3.0.0 ConnectIt Create Customer Wizard.exe v1.3.0.0 ConnectIt Create Product Wizard.exe v1.3.0.0 ConnectIt Create Supplier Wizard.exe v1.3.0.0 ConnectIt Registration.exe v1.3.0.0 ConnectIt Registration Manager.exe v1.3.0.0 ADDED: support for foreign currency - creating Sales Orders in the Customers own currency and Purchase Orders in the Suppliers currency ADDED: support for various Tax Codes, depending on the Customer's locality and whether a tax reference is available (i.e. European taxable or non-taxable codes) ADDED: when creating Purchase Order documents, the user can select which Suppliers to create a document for in Sage 200 //------------------------------------------------------------ // v1.2.0 - released 28th July 2010 //------------------------------------------------------------ ConnectIt.exe v1.2.0.0 ConnectIt Configuration.exe v1.2.0.0 ConnectIt Create Customer Wizard.exe v1.2.0.0 ConnectIt Create Product Wizard.exe v1.2.0.0 ConnectIt Create Supplier Wizard.exe v1.2.0.0 ConnectIt Registration.exe v1.2.0.0 ConnectIt Registration Manager.exe v1.2.0.0 ADDED: options to create Purchase Order documents //------------------------------------------------------------ // v1.1.0 - released 19th July 2010 //------------------------------------------------------------ ConnectIt.exe v1.1.0.0 ConnectIt Configuration.exe v1.1.0.0 ConnectIt Create Customer Wizard.exe v1.1.0.0 ConnectIt Create Product Wizard.exe v1.1.0.0 ConnectIt Create Supplier Wizard.exe v1.1.0.0 ConnectIt Registration.exe v1.1.0.0 ConnectIt Registration Manager.exe v1.1.0.0 ADDED: Product, Customer and Supplier wizards //------------------------------------------------------------ // v1.0.0 - released 29th June 2010 //------------------------------------------------------------ ConnectIt.exe v1.0.0.0 ConnectIt Configuration.exe v1.0.0.0 ConnectIt Registration.exe v1.0.0.0 ConnectIt Registration Manager.exe v1.0.0.0 Allows the users to create Sales Order documents in Sage 200 from the information on a QuoteWerks document