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TEQuote - v4.0 Release Notes
Version 4.0

Changes made to TEQuote v4.0.10
Nov 21, 2005
  1. Part Template selection logic has been extended to the Suggested Items. When adding Parts with Templates to the Suggested Items of a Quote, the 'Choose template items' form will display prompting the user to select items from the Part Templates.

  2. New MS Word bookmarks, 'YesNo1' and 'YesNo2', have been added to the collections. 'YesNo1' prints the bookmark's default text in the Quoted Items table on the Quote document. 'YesNo2' prints the bookmark's default text in the Suggested Items table on the Quote document.
  3. New MS Word bookmarks for printing the Part Image Objects have been added. The new bookmarks 'PARTTEXT1_2', 'PARTTEXT2_2', 'PARTTEXT3_2', 'PARTTEXT4_2' and 'PARTTEXT5_2' will print the Objects in the Suggested Items table. Bookmarks 'PARTTEXT1_1', 'PARTTEXT2_1', 'PARTTEXT3_1', 'PARTTEXT4_1' and 'PARTTEXT5_1' replace the old bookmarks 'PARTTEXT1', 'PARTTEXT2', 'PARTTEXT3', 'PARTTEXT4' and 'PARTTEXT5'. These bookmarks will print the Objects in the Quoted Items table. The old bookmarks will still function as before.
  4. A problem with the 'EnteredBy' field in the Quote Reports has been corrected. The message 'Microsoft JET Database Engine has generated an error. Parameter ARG0 has no default value.' would display when printing or previewing if the 'EnteredBy' field was selected in the Sort By or Select By lists.
  5. A problem deleting Part Categories has been corrected. Deleting all the Part Sub-Categories of a Part Category followed by deleting the Part Category and exiting the Misc. Codes form did not delete the Part Category.
  6. A problem with double clicking on the Misc. Codes icon on the Preferences form has been corrected. A double click on the Misc. Codes icon would display the Product Types Attribute form.
  7. A problem selecting parts for a Model has been corrected. If an attribute was set up as 'Alpha' and then was changed to 'Numeric' with 0 tolerances, the attribute values were compared as text allowing mismatched parts to appear in the pick lists.
  8. A problem copying Models has been corrected. If the current user has never saved the grid settings on the Model form, a runtime error '31101 The Key Value already exists' would display after copying a Model.
  9. A problem changing the name of an existing Manufacturer has been corrected. After changing a Manufacturer on the Misc. Codes form of the Preferences, the Manufacturer field on the Model and Part Templates forms were not updated with the new name.
  10. A fatal error editing Attribute Values on the Quote form has been corrected. Entering a blank for a Numeric Attribute that is not Validated caused a stack an 'Out of Stack Space' error. This would cause a 'Memory could not be read' error that would abort the TEQuote program.
  11. A problem with users clicking multiple times on the Quotes icon on the Main form after clicking 'OK' to Create a new Quote but before the Quote form displays has been corrected. This action would display a variety of errors including 'Specified Index is Invalid', 'Topmost Modal Form Cannot Be Displayed', "Object variable or With block variable not set', 'Multiple-step operation generated errors'
  12. Improved error trapping has been added when adding a new Quote, copying an existing Quote or importing Quote Data from The Fisher/Western products allowing retrys when data is temporarily locked. This eliminates the following error message: 'Could Not Update; Currently Locked. Unable to get next Quote ID. Please contact System Administrator.'
  13. A problem exporting Quotes to FACS has been corrected. When exporting a Quote with fixed pricing and embedded labor costs, the selling price was recalculated based on total cost and margins instead of the fixed price field.


Changes made to TEQuote v4.0.9
August 22, 2005
  1. A new feature has been added to the TEQuote Tools program. The new Data Modification Tool allows users to perform mass edits and deletes on TEQuote data tables. Please see the "HELP FILES" within the Data Modification tool for usage information.

  2. A new field, 'EnteredBy', has been added to the Quote Reports to allow printing, grouping, sorting and selecting report data by the TEQuote User who entered the Quote.
  3. The Attribute grid on the Misc. Codes form of the Preferences is now sorted in alphabetical order by Attribute Name.
  4. The generic import routines will now convert carriage return characters to carriage return-line feed characters for memo fields. This is useful when importing large descriptions from Excel spreadsheets to TEQuote memo fields.
  5. A problem with editing data on the Quoted Items grid has been corrected. The error message 'Method ~ of Object ~ Failed' would display when the Sales Tax or Price Type drop down control was clicked after editing the Quantity or Price fields.
  6. A refresh problem on the Quoted Item grid has been corrected. Saved changes on the Edit Part form did not display immediately on the grid.
  7. A refresh problem on the Quote Attribute grid has been corrected. Deleted Attributes were not immediately removed from the grid.
  8. Refresh problems on the Model Template and Model Attribute grids have been corrected. After copying a model to a new Model, Template and Attribute data did not immediately display on the grids.
  9. An error with this message; 'Either BOF or EOF is True, or the current record has been deleted.' has been corrected when adding Models to a Quote if there are no Models on file and when copying a Model to a new Model that has special characters in its name.
  10. A problem with Rolled Up Title amounts not printing on the Quote document has been corrected.
  11. An Overflow error when displaying large images has been corrected.
  12. A problem with selecting items from a Part Template has been corrected. The first item selected from a Pick Many sequence was always adding the first Item in the Sequence even if a different Item was selected.
  13. A data error message has been eliminated when deleting a Part Category after deleting all the Part Sub-Categories in the Category.
  14. A fatal error editing Part Categories has been corrected. When blanking out a Part Category followed by blanking out a Part Sub-Category, within the blanked out Part Category would shut down the TEQuote program.
  15. When applying an Attribute Value to a Model that had the 'Not' qualifier checked, the Display did not correctly filter out Parts with the same Attribute Value.


Changes made to TEQuote v4.0.8
June 6, 2005
  1. A new MS Word bookmark 'ShiptoCustID' has been added to the collection. It allows printing the Customer ID on a Quote document.
  2. A new feature has been added to the Report Module that allows a user to abort a report.
  3. New fields have been added to the General Preferences form. 'Custom Access Reports' allows printing reports created in your MS-Access MDB file. 'Contact Management System' allows importing Customer information from the current contact of an open Contact Management System to a New Quote. Un checking either item will disable the feature.
  4. A status bar has been added to all TEQuote Tool forms. The complete path name of the selected TEQuote database is displayed in this status bar.
  5. A problem with TEQuote locking up on the Quote form has been corrected. This occurred when a Total range included a duplicate Part Number, Quantity and Price.
  6. Improved error trapping has been added to the Quoting process allowing retrys when data is temporarily locked. This eliminates the following error messages: 'Could Not Update; Currently Locked', 'The Microsoft Jet database engine stopped because you and another user are attempting to change the same data at the same time.' and 'The database has been placed in a state by user on machine that prevents it from being opened or locked.
  7. A problem with modified Part Categories and Part Sub-Categories has been corrected. When you changed a Category or Sub-Category on the Misc. Codes form, the modified data appeared on the Parts, but Categories and Sub-Categories assigned to Model and Part Templates did not reflect the changes.
  8. A problem when updating prices on the current Quote has been corrected. The Labor hours and Labor rates did not update to the current values in the Parts Labor and Labor Detail tables.


Changes made to TEQuote v4.0.7
March 30, 2005
  1. A problem copying Part Kits that have Unknown component Parts has been corrected. After copying the Part Kit, the Unknown Parts in the new Kit could not be edited.
  2. A problem copying Part Attribute Values has been corrected. After adding a new Attribute and Value to a Part, the Value would not copy if the 'Copy' button was clicked immediately after entering the new Attribute Value.
  3. A display problem on Totals tab of the Parts form has been corrected. Incorrect Part Kit totals would display after editing and updating the component parts if the Totals tab had focus before editing the component parts.
  4. A problem with invalid user defined data causing errors in the Part and Quote Reports has been corrected. All user defined titles, fields and formulas are now tested for invalid and duplicate data.
  5. A problem with invalid Model choices has been corrected. When quoting a Model with 'Always Add' Sequences that contain Parts that have associated Templates, the Attribute Values of the Parts selected from the associated Templates were not applying to subsequent Model choices.


Changes made to TEQuote v4.0.6
February 17, 2005
  1. A problem quoting Models with many Template Sequences and Attribute Value combinations has been corrected. The message 'Query is too complex.' would display when selecting a Model Sequence choice that had more than 99 conditions.
  2. More fields, 'Extra Description', 'UOM', 'GC', and 'P1' have been added to the Attribute Reports to allow printing and selecting detailed Part Attribute information.
  3. A problem with invalid Model choices displaying when adding a Model to a Quote has been corrected. Inherited Attributes did not properly apply to subsequent conditional Sequences. When a Part was selected from a Sequence configured with additional Required or Optional Sequences, the Part Attributes were not considered when selecting Parts for the Required or Optional Sequences.
  4. A problem Printing Reports without Previewing them has been corrected. The message 'TEQuote has generated errors and will be closed by Windows. You will need to restart the program.' would display when closing the Report form after printing a Report by clicking on the Print button.
  5. A problem adding a new Charge to the Charges form has been corrected. Correct default values are now set and zero quantities are no longer allowed.
  6. A display problem editing Surcharges on the Quoted Items grid of the Quote form has been corrected. After changing the quantity or price, the re-calculated Surcharge did not display properly.
  7. A new MS Word bookmark 'UOM2' has been added to allow printing the Unit Of Measure for Suggested Items on the Quote Document.


Changes made to TEQuote v4.0.5
January 20, 2005
  1. A new feature to calculate a surcharge has been added to the Quote form. Charges set up with a Quantity of 1 and a $0 Cost and $0 Price will automatically calculate as the Quoted Total times the Charge Markup %.
  2. The User is now prompted to enter a Quantity when adding a miscellaneous Part to a Quote.
  3. New options have been added to the Import Parts from FACS form. The FACS Product Code, Primary Supplier, Supplier Part Number and Part Category# may now be mapped to TEQuote Part fields or may be skipped. Also, you can choose whether or not to append the FACS Part detail text to the TEQuote Full Description.
  4. New options have been added to the Copy Part form. When the Copy Part button is clicked on the Parts form, you may now select to Copy the entire Part to a New Part Number, Copy the Part's Templates to an Existing Part or Copy the Part's Attributes to an Existing Part.
  5. The Date on the Parts form is now set when adding a new Part or copying an existing Part.
  6. Additional fields 'Product Type', 'Category', Sub-Category', 'Manufacturer', 'MfgPartNum', 'PartNum', 'Model', 'QuoteID' and 'Description' have been added to the Attribute Reports to allow printing and selecting Part, Model and Quote Attributes.
  7. A problem importing Quotes from the Western/Fisher Quoting tools has been corrected. The Manufacturer and Manufacturer Part Number fields are now used to determine if the imported Part is on file or if it is an Unknown Part. This allows using a Part Prefix on the TEQuote Part Numbers imported from the Western/Fisher Quoting tools.
  8. A problem moving a Suggested item to a Quoted item on the Quote form has been corrected. The Tax Code on the new Quoted item is now set to the Tax Code of the current Quote.
  9. A problem changing the Sequence Number of a Suggested Item on the Quote form has been corrected. The message 'Key column information is insufficient or incorrect. Too many rows were affected by the update.' would display if there were duplicate Suggested Sequence Numbers/Part Numbers on different Quotes.
  10. A performance issue with the Update Part Kit option has been resolved. Updating large Part Kit tables has been optimized to reduce the overall update time. Updating 15,000 kits with 125,000 component parts took over 45 minutes in v4.0.4. The same operation now takes less than 5 minutes. These tests were run on a Pentium(R)4 dual CPU 2.60GHz using a local hard drive.


Changes made to TEQuote v4.0.4
December 15, 2004
  1. The Part Sub-Category and Part Product Type are no longer set to blanks when existing Parts are imported from FACS.
  2. A problem exporting Job Orders to FACS has been corrected. The message 'Arguments are of the wrong type, are out of acceptable range, or are in conflict with one another.' would display when Custom Parts interfaced to specific FACS Part Numbers and Phases.
  3. A problem with the Microsoft Word bookmark 'OrderPrefix' has been corrected. This bookmark was originally named 'QuotePrefix' in earlier versions of TEQuote. Both 'OrderPrefix' and 'QuotePrefix' are now supported as valid bookmarks.
  4. A problem with invalid choices appearing as Template selections has been corrected. When a Part Template item with defined Attribute values was added to a Quote, subsequent Model Template choices included items that should have been eliminated by the Attribute value of the item.
  5. A problem with the Labor Hours on the Quote form has been corrected. When copying a Quote and the 'Update the Standard Labor costs and hours on the copied Quote to the current values in the Parts and Labor tables.' option was selected, the Labor Hours displayed on the Quote Totals tab for the copied Quote was incorrect.
  6. A problem with the Quote and Attribute reports has been corrected. A blank report would display after changing the 'Begin At' and 'End With' ranges of the Report Selections.
  7. A problem adding new Models has been corrected. When adding new records to an empty Model table, clicking on the Save button did not add the new record to the Model table.


Changes made to TEQuote v4.0.3
December 10, 2004
  1. A problem adding items to a Quote has been corrected. The message 'Consumers event handler called a non-reentrant method in the provider' would display when attempting to add new items to a Quote after changing the value of one of the drop down controls on the Quote form.
  2. A display problem with new items added to a Quote has been corrected. After adding a new item to a Quote, sometimes the item would not appear on the Quoted Items grid.
  3. A problem with the New Quote Wizard has been corrected. The message 'The Microsoft Jet database engine stopped the process because you and another user are attempting to change the same data at the same time' would display after selecting the New Quote Wizard.
  4. A problem with the Record Changed flag on the Models table has been corrected. After changing detail values for a Model, the Model would not be added to the cab file created by the TEQuote Tools program when the 'Create with New and Changed Data' option was selected.
  5. A problem with incorrect Branch Labor rates displaying on the Quote Part Detail form has been corrected. When Labor Types were setup without Branch rates, the default Labor rate of the default Branch was used instead of the default Labor rate of the current Branch.
  6. A problem changing Price Types on the Quote header has been corrected. The Price Type on the Quote header would display a blank or 'Manual' as the Price Type after changing it to a different Price Type.


Changes made to TEQuote v4.0.2
November 24, 2004
  1. A problem with the Model finder has been corrected. The message 'Arguments are of the wrong type, are out of acceptable range, or are in conflict with one another' displayed when selecting a view with Model selected for display and some Models contained special characters.
  2. A problem adding new Part Categories has been corrected. After adding a new Part Category and closing the Misc. Codes form, the message 'You cannot add or change a record because a related record is required in table Part Sub-Categories' would display when editing the Category on the Parts Master form.
  3. A problem with multiple users editing grid data simultaneously has been corrected. The message 'Row cannot be located for updating. Some values may have been changed since it was last read' displayed when 2 or more users edited the same grid cell on the same record at the same time.
  4. A problem identifying the version of the Microsoft Access has been corrected. The message 'You must upgrade to Access 2000 or later to use Custom Reports' displayed on systems where Access 2002 was installed with an older version of Microsoft DAO.
  5. The Parts information form now displays NOT attribute values correctly.
  6. A problem with NOT Attribute values filtering available Parts when a new Model is added to a Quote has been corrected.
  7. When building a Quote, the Select Template Sequence form returns to the next available Sequence after choosing a Template Item for the previous Sequence.
  8. The number of connections to the database has been reduced to help prevent the message 'The database has been placed in a state by user 'Admin' on machine 'machinename' that prevents it from being opened or locked' from displaying on shared network databases.


Changes made to TEQuote v4.0.1
November 9, 2004
  1. A new option has been added to the TEQuote Tools program to delete invalid links. A list of invalid links for Part images, Product Type images and Quote attachments displays for the selected database file. The user can review the list and select which links to delete.
  2. When creating a new empty database, the MS Word Template path is set to the TEQuote program path and the Image Object path is set to the path of the new database.
  3. A problem deleting Models has been corrected. The message 'The record cannot be deleted or changed because table 'Templates' includes related records.' would display after deleting two or more Models.
  4. A problem importing Parts and Customers from FACS has been corrected. A 'Load Fields Overflow' error would display when a value with a single quotation at the start of the field was imported.
  5. A problem with the TEQuote Update program has been corrected. An 'Invalid use of nulls' error was displayed when updating a database containing Models with blank Sequence Description configurations. Also, the 'Update' button has been moved to the bottom of the form.
  6. A problem with the Customer finder has been corrected. The message 'ORDER BY clause conflicts with DISTINCT.' displayed when using a view that was sorted by Customer ID.
  7. The Data Source for the TEQuote report module has been changed to a conventional ADO recordset.
  8. A screen refresh problem has been corrected on the Quote form. Quote Attributes would remain in the grid after they were deleted.


Major Enhancements for TEQuote v4.0.0
October 15, 2004
  1. The re-designed user interface incorporates a new tool bar that increases the usable screen area. Labels on the tools make it easier to identify each available option. Grid settings for the Part, Model, Quote and Finder forms can be saved for each User.
  2. Simplified Model creation process allows more flexibility in Model design. On templates, a single sequence can include multiple parts using Part Category, Part Sub-Category, Manufacturer. A new option 'Pick Many', added to the Choice Codes, allows selecting multiple Parts from within a Sequence. Unlimited numbers of Configurations for Required, Excluded and Optional Sequences are now available. A default, minimum and maximum quantity can be entered for each Sequence. An Edit box has been added that when checked will prompt the user for a valid quantity when a Part for a Sequence is added to a Quote.
  3. User defined Attributes have been added to the Part, Model and Quote forms to eliminate Parts from Models and Quotes that do not fit. For each Model and Part, you can specify different Attributes to help properly match the Models and Parts to the Customer requirements. When creating Quotes, you can have the Salesperson specify the Attributes they require; or allow vehicle and equipment choices to define attributes that filter for subsequent choices. Then Models and Parts with Attributes that don't match will be excluded from the quoting process.
  4. Template functionality has been extended to include Parts. All the features of Model Templates have been incorporated to the Parts form. By defining Templates for Parts, you can create an association between related Parts. For example, a "Ladder Rack" Part may include Template items for "Ladder Rack Accessories". When quoting, and you select a Ladder Rack, you will automatically be prompted to select Ladder Rack Accessories as well.
  5. A Vehicle Database has been added to TEQuote to help the user set Attributes for a Customer's vehicle. If the Product Type you are quoting includes the special "VEHICLE" attribute, you will be prompted to enter Make, Model, and Year/Cab Type/Chassis Type info. The Vehicle Attributes Cab Type, Cab To Axle, Cab to Tandem, Wheelbase, Cab Height and Single or Dual Rear Wheel will be automatically set for the selected Vehicle. TEQuote comes with most vehicle manufacturers pre-defined in this database.
  6. TEQuote now calculates Sales Tax on Quotes. Enter your Sales Tax codes and rates in the Sales Tax table. Labor components may be configured to be tax exempt. Assign a Sales Tax code to a new Quote or accept a default Sales Tax code for the Customer. Sales Tax codes may be overridden on a detail line basis.


Detailed Enhancements for TEQuote v4.0.0
October 15, 2004
  1. The Outlook style tool bar has been replaced with a conventional tool bar positioned at the top of the Main form.
  2. A new option allows displaying larger icons on the Main form's toolbar.
  3. The Menu bar dynamically changes content based on the active form.
  4. Grid settings may be saved by user for all major forms.
  5. Keyboard shortcuts have been added to the Menu bar.
  6. Text labels have been added to all icons on all form tool bars.
  7. The Preferences form interface has been changed from a tabbed dialog to a control panel style dialog utilizing separate forms for each option.
  8. A new option has been added to the General Preferences form for 'Auto Close Exported Quotes'. If enabled, the Quote status is automatically set to 'Closed - Accepted' when the Quote is exported.
  9. A new TEQuote Image Viewer has been designed to display JPEG and GIF images attached to Parts, Product Types and Quotes. Images are automatically sized to Fit the Screen or may be displayed 25%, 50%, 75% or Actual Size.
  10. The default Image Objects Path has been changed from the path of the TEQuote program to be the path of the TEQuote data file. If an Image Object Path has been set, only the filename of objects in the path are stored in the database. This allows moving the Image Object folder without changing individual object names.
  11. A new option has been added to the General Preferences form to identify the Back Office Accounting system used. This setting is used to set defaults when importing and exporting data.
  12. The Description field of the Custom Fields form is validated to prevent using standard Parts Master field names as Custom field descriptions.
  13. A new option 'Decimals' has been added to the Price Types form. This allows rounding Quote prices to the value entered.
  14. Standard G/L Cost [GC] is now accepted as a valid Parts Field for a Price Type.
  15. The Vehicle Fields tab of the Preferences form has been replaced with the Attributes tab of the Misc. Codes form. Attributes are user definable and have options for attribute type, validation and accepted values.
  16. A new option has been added to the Product Type tab of the Misc. Codes form to maintain a Full Description and an Image File for the Product Type. This information is displayed when selecting a Product Type for a Model added to a Quote.
  17. The Category 1 and Category 2 tabs of the Preferences form have been replaced with the Parts Category tab of the Misc. Codes form. A relationship now exits between the Part Category and the Part Sub-Category. This prevents entering invalid Category, Sub-Category combinations on the Parts and Models forms.
  18. A new form 'Sales Tax', added to the Preferences section, allows you to maintain your Sales Tax Codes and rates.
  19. A new Vehicle Information form has been added to the Preferences section. You may edit the Vehicle Make and Model information in this form. TEQuote comes with most vehicle manufacturers pre-defined in this database.
  20. A new setting 'Modify Exported/Closed Quotes' has been added to the Quote section of the Group Permissions form. If left unchecked, Users who are members of the Group will not be allowed to edit Exported or Closed Quotes.
  21. Additional settings for 'Labor', 'Sales Tax' and 'Vehicle Info' have been added to the Preferences section of the Group Permissions form.
  22. A Sales Tax field added to the Customer form allows you to maintain the default Sales Tax code used on Quotes for the Customer.
  23. A new tab has been added to the Parts form to maintain Part Templates. Part Templates allow building associations between related parts.
  24. A new tab has been added to the Parts form to maintain Part Attributes. Attributes defined for the selected Product Type may be added to the Part.
  25. The Product Type field on the Parts form has been moved to the new Attribute tab.
  26. Category 1 and Category 2 have been renamed Category and Sub-Category on the Parts form. Invalid Category, Sub-Category combinations are no longer allowed.
  27. New fields 'Status', 'Date' and 'Group' have been added to the Parts form and Part Reports.
  28. The Find Part form has been replaced with the user configurable Part Record Finder. The Finder's option to display information for individual Parts on the list now includes Part Attribute and Part Template information.
  29. The 'Total Cost' field and the 'Update Template costs' icon have been removed from the Model form. Model costs are now determined by the choices for Template Sequences and cannot be calculated until a Model is added to a Quote.
  30. The Template tabs on the Model and Part forms have combined the Sequence descriptive and configuration information into single grids. Controls for expanding and collapsing Sequences and adding new Sequences and Categories have also been added.
  31. Model Template Sequences are now grouped by Part Category, Part Sub-Category, Manufacturer and Part Number. This eliminates adding all valid Parts as separate choices for a Sequence.
  32. A new button 'Display' has been added to the Template grid on the Model and Parts forms. When clicked, a list of Parts satisfying the configurations of a Sequence or Category is displayed. Optionally, information for individual Parts on the list may be displayed.
  33. A new Choice Code option 'Pick Many' has been added to the Template tab on the Model and Part form. This allows selecting multiple Parts from within a Sequence on a Quote.
  34. The Sequence Description icon on the Model form has been replaced with the 'Configure' button on the Template grid. Unlimited numbers of Configurations for Required, Excluded and Optional Sequences are now available.
  35. New fields for a default, minimum and maximum quantity have been added to the Template grid on the Model and Part forms. An Edit box has also been added that when checked will prompt the user for a valid quantity when a Part for a Sequence is added to a Quote.
  36. The Vehicle Info tab on the Model form has been replaced by the Attributes tab. Use defined Attribute values can be assigned to a Model to help properly match Models to Customer requirements when creating Quotes.
  37. Sales tax controls have been added to the Quote form and the Quoted Items grid. Select a Sales Tax code or accept the default Sales Tax for the Customer. The Sales Tax code selected on the Quote form will be applied to new items added to the Quote. The Sales Tax codes on the Quoted Items may be changed line by line.
  38. The Vehicle Info tab on the Quote form has been replaced by the Attributes tab. User defined Attribute values can be assigned to a Quote to help properly match Models and Parts to Customer requirements when creating Quotes.
  39. A new field 'Internal Notes' has been added to the Quote Notes tab of the Quote form and the Quote Reports. This field is not available to print on the Quote document.
  40. New total fields 'Net Due', 'Taxable Total' and 'Sales Tax' have been added to the Quote Totals tab on the Quote form.
  41. A new icon 'More' has been added to the Quote toolbar. When clicked, a floating toolbar with additional Quote options will display.
  42. A new option 'Titles & Totals' has been added to the Quote form. The user may now insert a detail line for a Title or a Total anywhere on the Quote. Optionally, detail line pricing may be rolled up to a Title line and Total lines may be hidden on the Quote document.
  43. When exporting Quotes to FACS or QuickBooks, an new option controls how the Job Order or Invoice Numbers will be created. You may elect to let FACS or QuickBooks automatically assign the next Job Order or Invoice Number, use the TEQuote Prefix and Quote ID as the Job Order or Invoice Number or manually assign the Job Order or Invoice Number.
  44. The Workstation Utilities - Import Information from Master Database has been re-designed to allow selecting the information to import. You may now include Part, Model, Pricing, Customer, Contact, Vehicle, and/or Quote Information. You may also import all Quotes, limit the Quote information imported to all Quotes for the current user or just import an individual Quote.
  45. The Workstation Utilities - Export Quote Information to Master Database has been re-designed to allow selecting the Quote information to export. You may now export all Quotes, limit the Quote information exported to all Quotes for the current user or just export an individual Quote.
  46. New tabs have been added to the Report form for 'Vehicle' and 'Attribute' reports. Information in the Vehicle database and Attribute values assigned to Parts, Models and Quotes are available for output.
  47. New totals and extended totals have been added to the Quote reports for Custom and Standard: Freight In, Labor, Labor Hours, Material, and Total Cost.
  48. Custom Field Formulas based on Category, Sub-Category and Group Code are now fully supported. This feature, eliminated from version 3.1 has been restored to version 4.0.
  49. The 'Select Vehicle' form displays 'Select a Make...', 'Select a Model...', 'Select a Vehicle...' as the selection for the Make, Model, Vehicle before a Vehicle is selected. Once a Vehicle is selected, all attribute values assigned to the selected Vehicle display on the bottom of the form.
  50. When importing data from 'Delimited Text Files' to TEQuote a new option 'Update Only' has been added. Selecting this option will update the existing records in TEQuote without adding new records found in the text file.
  51. When importing Quotes from the Master Database, the user profile for the Next Available Quote ID is updated on the Workstation. When exporting Quotes to the Master Database, the user profile for the Next Available Quote ID is updated on the Master Database.
  52. The four user defined text fields on the 'Quote Notes' tab of the Quote form have been added to the Quote Finder.
  53. New options have been added to the 'Copy Quote' option of the Quote form. You can selectively update Material and Custom costs, Standard Labor costs and Hours, and Standard Freight costs when copying a Quote.
  54. When adding a Model to a Quote with existing Models you may specify where to place the new Model on the Quote. A form 'Insert New Model On Quote' displays, prompting for the new Models position on the Quote.
  55. When adding Parts and Unknown Parts to a Quote with existing Models you may choose the Model and the position in the Model where the new items will be placed. A form 'Attach Part/Unknown Part to Model' displays, prompting for the Model. Then you are prompted for the Sequence Number for the new item on the 'Part Sequence Number' form.

 
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