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TEQuote - v5.0 Release Notes
Version 5.0

Changes made to TEQuote v5.0.8
February 26, 2007
  1. The TEQuote Tool program has been re-designed to include support for SQL Server 2005 and SQL Express. A new a option to 'Include By Group' when selecting Parts has been added to the 'Create Update Package' tool. The 'Publication Maintenance' tool has separate options for Configuring Publishing and Creating Publications and new options for Starting and Displaying the Snapshot Agent Status. The 'Subscription Maintenance' tool creates a 'Pull' subscription and has a new option to 'Run Merge Agent' that gives the Subscriber more control synchronizing with the Publisher. The 'Send Database Copy to SCI Support' has been improved to allow sending larger databases to SCI Support. (SIRS 1271 & 1509)


  2. A new feature to Print Model and Part Template Sequence Descriptions on the Quote Document has been implemented. Checking the 'Title' check box on the Model or Part Template grids will create a Title record for the Sequence Description when the item is added to a Quote. Unchecking the 'Print Quote Titles' check box on the Create Quote Document Form will eliminate all Title records from the Quote Document. (SIR 1326)


  3. A new Pricing option has been added to TEQuote. Labor and/or Freight can be marked up and added to a Fixed Price (P1-P5). If the Material Markup is not zero, the Fixed Price is Marked up. If the Labor and/or Freight Markup is not 0, the Labor and/or Freight is Marked up and added to the Fixed Price. If the Labor and/or Freight Markup is 0, Labor and/or Freight are not added to the Fixed Price. (SIR 1527)


  4. When adding Parts to a Quote from a Pick List, after a Part is selected, the record selector for the grid is set to the next Part in the list. (SIR 1512)


  5. The order that Parts display on Pick Lists and the Quote form has been changed. Parts are sorted by Model, Sequence Number and Category Order on Pick Lists. If a single Category contains multiple Parts, they are sub-sorted by Part Number. Parts are sorted on the Quote by Model, Sequence Number and the order the Parts are added to the Quote. If a Part has a template choice that has a Category containing multiple Parts, these Parts are sub-sorted by Part Number. If a Part is a Kit, the component Parts of the Kit are reverse sorted by the Standard Cost of the component Parts (GC). This places the component Part with the largest cost as the first Part in the Kit. (SIR 1459)


  6. The Quote Finder will now lookup Quotes using a Date field. Enter a date in the mm/dd/yyyy format and the first matching date will be copied to the text portion of the finder control. (SIR 1659)


  7. A problem importing Part data from FACS has been corrected. The field mappings for GC, P1, P2, P3, P4 and P5 were incorrect. (SIR 1503)


  8. A problem with the field 'Ext Labor Hours' on the Quote Reports has been corrected. The field now displays and prints without a $ sign. (SIR 1538)


  9. A problem with the total weight of a Quote has been corrected. When adding a Kit to a Quote, the weight of the Parent Part was incorrectly added to the weight of the Component Parts doubling the weight of the Kit. (SIR 1658)


  10. A problem adding Part Templates to a New Quote has been corrected. The message 'Item cannot be found in the collection corresponding to the requested name or ordinal.' would display when selecting an 'Always Add' Part Template that contained a Kit.


  11. An error opening or navigating on the Model form has been corrected. If the Sequence Number on a Model Template exceeded 32767 a 'Run-time error 6: Overflow' would occur.


  12. A problem with the Sales Tax calculation on a Quote has been corrected. The Sales Tax total for the Quote was not updated after manually changing the price of an Item on the Quoted Items grid.


  13. A problem printing the bookmark 'POREQUIRED' on the Quote document has been corrected. If the Customer on the Quote is flagged as PO Required, the bookmark now prints 'Yes'. (SIR 1601)


  14. A problem copying a Quote has been corrected. The Job Order/Invoice of the New Quote was not reset. Instead, the Original Quotes's Job Order/Invoice was copied to the new Quote.


  15. A new report item 'Job Order/Invoice' has been added to the Print, Sort, Select and Group by lists on the Quote Reports.


  16. A problem Adding then Deleting Models has been corrected. After adding a New Model and then adding a New Sequence to the New Model Template, blanking out the Sequence Number and then clicking on the Delete button to Delete the Entire Model would generate an error 'Unable to close the recordset'. The New Model would be deleted but the error message prevented the screen from refreshing. The New Model was still displayed on the form. Clicking on the Delete button a second time to Delete the Entire Model would actually delete the next Model in the Table.


  17. A display problem on the Part Categories form has been corrected. The hidden field 'rowguid' displayed on the data grid for Published and Subscribed databases.


  18. Some additional restrictions have been placed on Replicated databases in the TEQuote Tool program. Published and Subscribed databases cannot be Deleted, Restored from a Backup file, or have Update Packages Installed on them.


  19. A problem in the TEQuote Tool program with the Names of the Default Instances of SQL Server has been corrected. On some machines, Default Instances of SQL Servers included a trailing '\' in the Server Name.


  20. A performance issue in the TEQuote Quote Reports has been corrected. Quote Detail records are now filtered by any Quote Master field included in the Select By section. (SIR 1518)


  21. The Price Type Name applied to individual Quoted items has been included in the Quote Report module. You can now Print, Sort or Select By the new field 'Price Type Detail'. (SIR 1675)


  22. A problem Selecting Model Choices has been corrected. A Model with multiple Always Add (*) Sequences did not display any other Pick One (?) or Pick Many (#) Sequences for the Model.


  23. A problem with the total Weight of a Quote has been corrected. When a Kit was moved from Suggested to Quoted Items, the Kit's weight was doubled.


  24. A problem printing the Quote Document has been corrected. Kit Parent and Reqular Parts added to a Quote Sequence that contained a Kit did not print on the Quote Document when Model Pricing was set to 'Roll Up All Parts'.


  25. A problem changing the Vehicle on a Quote has been corrected. Changing the Vehicle on the Quote Attribute tab did not update the the associated Attributes of the new Vehicle.


  26. A problem with Fixed Kit pricing has been corrected. When multiple Kits with similar Components were added to the same Model and Sequence on a Quote, the Fixed Prices of the Component Parts were incorrectly allocated. This changed the Fixed Price of the Kit when prices were Rolled up or down. Also, a rounding error would occur if the first Component of the Kit had a Quantity of 2 or more. (SIR 1692)


  27. A problem adding Titles to a Quote has been corrected. If the 'Roll Up Title' box was checked when adding a new Title, prices would not Roll up to the new Title until the 'Roll Up Prices to Title' question was answered 'Yes'.



Changes made to TEQuote v5.0.7
August 1, 2006
  1. TEQuote now interfaces with MAS 90 or MAS 200 as the Back Office Accounting System. Import Customers and Parts directly from MAS into TEQuote. When a Quote is accepted, export the Quote as an open Job in MAS.


  2. A problem with the ordering of QuoteID's in a finder view has been corrected. QuoteID's will now display as a text field but will sort as a number. This allows the type ahead feature in the finder view to continue working while sorting the QuoteID's in numeric order. (SIR 1442)


  3. An error 'Unable to open the recordset. Error converting the data type varchar to numeric.' when adding Models to a Quote has been corrected. The database default value for the Part Attribute Value field has been changed from a zero length string to a null value. Any attempt to add a record to the table without entering an Attribute Value will generate a 'Cannot insert the value NULL into column' error. This will happen if no Attribute Value is entered after clicking on the New Value button and the form is closed or the user navigates to another record. (SIR 1448)


  4. A problem printing zip codes on the Quote document has been corrected. Leading zeros were stripped off during the merge to the Word template. (SIR 1454)


  5. A problem printing the TotalProfitPct field on a Quote report has been corrected. The value was correctly calculated but not saved to the Quote Master table. This caused a zero to always print on the report. (SIR 1466)


  6. A problem with the Quote Attributes of 'Always Add' Parts has been corrected. The Attribute Values of 'Always Add' Parts are added to the Quote if the Part Attribute only has a single value. This is true when the part is added from a Model Template or a Part Template. (SIR 1469)


  7. A problem clearing Manual prices on a Quote when the 'Update Quote Prices' option is selected has been corrected. If a Quoted or Suggested Item has a Price Type of 'Manual', the 'P5' fixed price of the Part is NOT updated from the Parts Master table when the 'Update Quote Prices' option is selected. (SIR 1489)


  8. A problem displaying the Manufacturer of the first Part has been corrected. When opening the Parts Master form, the first record that displayed did not show the assigned Manufacturer. The same problem also existed with the Category and ProductType. The missing values would appear after clicking on the Tab strip or navigating to another record. (SIR 1492)


  9. An error 'Provider cannot be found' when changing the title of the user defined text fields on the Quote form has been corrected. (SIR 1495)


  10. An error 'Invalid Object name dbo.MSPublications' in the TEQuote Tools program has been corrected. The error would display when working with databases on a server had been set up for Replication.


  11. A problem with the 'Send Database Copy To SCI Support' option of the TEQuote Tools program has been corrected. The program would lock up when sending a large database over slow connection.


  12. A problem converting TEQuote data from version 4.x to 5.0 has been corrected. Quoted and Suggested Items were converted with the wrong Price Types when the Price Type Descriptions were changed in v4.x after they were assigned to a Quoted or Suggested Item.




Changes made to TEQuote v5.0.6
July 11, 2006
  1. A problem copying Quotes with Unknown Parts has been corrected. When a Quote was copied with an Unknown Part on the Quoted Items tab, the Labor Hours on the new Quote were always reset to 0. If a Quote was created with an older version of TEQuote the Unknown Part may not have detailed Labor information. If this is the case, the missing Labor detail should be added before copying the Quote. (SIR 1429)


  2. A problem moving Unknown Parts from Suggested Items to Quoted Items has been corrected. When an Unknown Part was moved from Suggested Items to Quoted Items, the Labor Hours were reset to 0 if the Unknown Part used any custom Part fields. If a Quote was created with an older version of TEQuote the Unknown Part may not have detailed Labor information. If this is the case, the missing Labor detail should be added before moving the Unknown Part to the Quoted Items. (SIR 1430)


  3. The 'Send Database Copy To SCI Support' option of the TEQuote Tools program has been updated to use the new user name and password settings of the SCI ftp site. (SIR 1431)


  4. The Microsoft SQL Server Desktop for TEQuote setup program has been changed to create a named instance of SQL Server for the TEQuote databases. The new instance name is 'Computer Name\TEQUOTE'. (SIR 1435)


  5. A problem exporting Quotes to FACS has been corrected. When exporting a Quote with FIO (Factory Installed Options), an error message 'Invalid Column Name PartNumber' would display, preventing the Quote from exporting. (SIR 1450)


  6. A problem starting TEQuote has been corrected. An error 'Invalid Procedure or Argument Call' would display after starting the TEQuote program, the Log on form would then display, but no databases would appear in the drop down list. This was due to a bad entry in the windows registry key for LastUserLogin. It is unknown what corrupted the key. (SIR 1451)


  7. A problem Selecting Models after specifying Attribute Values on a Quote has been corrected. If the Not condition on a Model Attribute was set to True and a valid Value was entered for that Attribute on the Quote, the Model would not list as a valid choice. (SIR 1426)


  8. A problem adding Model choices to a Quote has been corrected. If the selected Part had an Attribute with the Not condition set to True, the Attribute Value was added to the Quote with the Not condition set to False. (SIR 1427)




Changes made to TEQuote v5.0.5
May 9, 2006
  1. Problems Collapsing the Attribute Grids on the Part and Model Forms have been corrected. A run time error '438 - Object doesn't support this property or method.' would display when clicking on the Collapse All button. (SIR 1370)


  2. Problems associated with moving Items from Suggested to Quoted on Quotes that were Updated from a previous version of TEQuote have been corrected. The user is prompted to Create the Missing Detail information for Parts and Unknown Parts by clicking on the Edit button in the Part/Kit column. The Detail can then be edited before moving the Item to the Quoted grid. (SIR 1372)


  3. A problem with 'Always Add' sequences on a Part Template has been corrected. Parts were always added with a Quantity of 1, even if the Parent Part had a Quantity greater than 1. (SIR 1373)


  4. A problem updating the Custom Parts Fields on a Quote has been corrected. Changes to the Custom Parts Fields in the Parts Master table were not updating to the Quote when the 'Update Quote Prices' option was selected. (SIR 1378)


  5. A new warning message now displays when the selection process for a Model is incomplete. If there are Required Items that have not been added but there are no valid choices for the Items, the user is warned. There are no Parts that satisfy both the criteria for the Required Sequence and the Attributes of the Quote. Either there are problems with the Model's logic or the Items added to the Quote were selected out of order. (SIR 1383)


  6. A problem adding Unknown Parts to a Quote has been corrected. After entering a New Unknown Part, if the user clicked on 'Save' and then clicked on 'Cancel' when prompted for the Model/Sequence for the Unknown Part, the Unknown Part was saved with an invalid Sequence of -1. Attempting to add additional Unknown Parts to the same Quote would generate a 'Duplicate Key' runtime error. (SIR 1384)


  7. When adding Parts to a Quote, clicking on 'Apply Quote Attributes' would cause the Finder to switch to the Default Part View. The selected View now remains visible when filtering Parts. (SIR 1385)


  8. A problem displaying the valid Models for a Quote has been corrected. Models with negative Attributes (NOT box checked) would not be eliminated from the list of valid Models when the Quote had the same Attribute set to the positive Value. (SIR 1387)


  9. Security issues with adding/changing/deleting data on the Part and Model grids has been addressed. A user with read only permission for the Part or Model forms can no longer add, change or delete data from the Part or Model grids. (SIRS 1388 & 1389)




Changes made to TEQuote v5.0.4
March 21, 2006
  1. A new feature to adjust the Quantities of Quoted Items has been added to the Quote form. To adjust a Model's Quantity, select 'Roll up all Parts' and then edit the Quantity on Sequence 0 of the Model. To adjust a Kit's Quantity, select 'Roll up Kits Only' and then edit the Quantity of the Kit Parent Part. To adjust a Template Part's quantity, select 'Detail all Parts' and then edit the Quantity of the Part with Templates. The Quantities of all the related Parts of the Model, Kit or Template are adjusted to reflect the new Quantity of the Model, Kit or Part. To help identify the Template Parts, they have been shaded green on the Quoted Item grid. (SIRS 996 & 998)


  2. When copying the Templates or Attributes from one Part to another, any Template Items or Attribute Values that exist on the 'Copy To' Part but do not exist on the 'Copy From' Part are no longer deleted.


  3. Problems associated with moving Items from Quoted to Suggested have been corrected. A run time error 'INSERT statement conflicted with COLUMN FOREIGN KEY constraint.' would display when moving a Part from the Quoted Items tab to the Suggested Items tab. Also, Kit Components were not moved when a Kit was moved from Suggested Items to Quoted Items.


  4. When the 'Allow Active Parts Only' box is checked on the General Preferences form, only Active Parts will display as valid choices for Template Sequences.


  5. A problem with rolling up Fixed Kit Prices has been corrected. When a Part Kit had additional Sequence choices, the rolled up Kit Price was incorrectly calculated after editing the Kit's fixed Price. Also the Quantities of the additional Sequences were incorrectly extended by the Quantity of the last Part on the Kit.


  6. TEQuote Tools now allows the user to setup publications on servers that already have replication running. Before, Tools would not allow a new publication if it found an existing publication or distribution database. Now, Tools will allow the new publication, using the existing distribution database.


  7. Fixed a problem in Tools with SQL Server Identity fields when creating subscriptions. Before, if users created quotes on both the publisher and subscriber databases at the same time, data would be lost because the system generated the same auto-numbers for the quote items. Now, each new subscriber gets their own distinct set of system generated numbers which prevents this problem in the future.


  8. Fixed a problem with the Tools "Delete Image Links" function. The problem generated a SQL Server error saying "Data source name not found and no default driver specified." It now uses the proper database connection to delete unused image links.




Changes made to TEQuote v5.0.3
March 1, 2006
  1. A problem exporting text to a Job Order has been corrected. When exporting a Kit to FACS, the Parent Part text was not exported, instead it was replaced with the Component Parts text.


  2. The JobOrder field has been restored to the Quote Finder. A run time error "Item cannot be found in the collection corresponding to the requested name or ordinal." would display if a Quote Finder View included the JorOrder field.


  3. In TEQuote Tools, tightened the logic to prevent creating a Publisher or Subscriber on a database already involved in replication.


  4. Also, resolved a "79- File Not Found" error involving the current working directory and the location of auxiliary applications required for maintenance.


  5. Fixed various "Database in Use" or "Could not obtain exclusive use" errors if a user cancels a database creation process before completion or tries to run a database restore.


  6. Added logic to ensure that backups and restores can only be performed if the user is running TEQuote Tools on the server where the database resides.


  7. Resolved a timeout issue with large files Copying to SCI. No error was returned but the export file was not transferred to the SCI FTP folder.



Changes made to TEQuote v5.0.2
February 9, 2006
  1. The ability to apply a Fixed Price to a Part Kit has been restored. This feature, previously available in version v4.0, had been eliminated from v5.0 due to the redesign of Part Kits. The Fixed Price fields P1-P5 can be edited on the Parts Master form for the Parent Part of a Kit. When a new Quote is created with rolled up Model Pricing and a Fixed Price Type, the Kit is priced using the Fixed Price. If the User has permission, the Fixed Price may be edited on the Quote form. Fixed Prices of Kits are allocated to the Components of the Kits using Total Cost as the basis.


  2. In TEQuote Tools, database exports are not allowed on databases being replicated. If a copy of the database is needed, either remove replication before exporting or create a subscription on another server then disable the subscription. An export can then be made of that version.


  3. Also, changes to the export scripting now allow formerly replicated databases to export successfully. Replication creates triggers that are not removed when replication is disabled. If exported, these triggers prevent a new database from working correctly.


  4. New TEQBlankDB.cab and TEQuote_Publication.txt support files were added to reflect TEQuote table changes.


  5. Fixed a problem in Tools with named instances of SQL Server. The addition of a '\' in the name of the instance caused problems with the .sdl files used to log into a database.


  6. Finally, added to Tools more options for managing replication. You can now delete a subscription, delete a publication, restart the subscription merge agent and view the status of the replication agent in addition to creating a publication.



Changes made to TEQuote v5.0.1
January 30, 2006
  1. A new group permission called 'Display Quote Costs' has been added. This option determines whether the selected user group can see the totals in the Material Cost, Freight In, Labor Cost, Total Cost, Total Profit and %Profit. By default this option is checked allowing all user groups to view the contents of these fields.

  2. A problem calculating Part Kit quantities has been corrected. Instead of multiplying the kit parts by the quantity of the kit, it was multiplying the kit parts by the quantity of the previous row.


Major Enhancements for TEQuote v5.0.0
January 1, 2006
  1. The TEQuote database engine has been upgraded from Access Jet 4.0 to SQL Server:
    SQL Server is a client-server database management system that can handle virtually unlimited concurrent users and terabyte levels of data. TEQuote has been redesigned to take full advantage of the SQL Server engine. Smaller amounts of data are retrieved from the server using stored procedures. Stored procedures are very effective in terms of performance because they are pre-compiled and execute quickly. Another benefit of stored procedures is that they tend to lock data for shorter periods of time than the equivalent application code. A desktop version of SQL Server is installed with TEQuote for small work groups and roaming users. SQL Server Standard or Enterprise Edition is required for systems with more than five concurrent users or more than two gigabytes of data.

  2. New Tools have been added to implement SQL Server functionality:
    * Export Database - creates a single file that contains a complete copy of the database
    * Import Database - creates a new database from the file created with the 'Export Database' tool
    * Backup Database - creates a standard SQL Server backup of the selected database
    * Restore Database - restores a SQL Server database from a standard backup file
    * Create Database Publisher - sets up a database for merge replication to other servers
    * Create Database Subscriber - sets up a database to send and receive data from a publisher
    * Change TEQ Admin Password - resets the default TEQ Admin password
    * Reset TEQ User Password - restores the TEQ User Password to its default
    * Refresh Secure Data Link Files - recreates the encrypted log on files on a user's computer
    * Send Database Copy to SCI - creates an export file and sends it to SCI Customer Support

  3. SQL Server Replication replaces the TEQuote Workstation Utilities:
    SQL Server Replication is a set of technologies for copying and distributing data from one database to another and then synchronizing between databases for consistency. Merge Replication allows roaming users to work with copies of data while disconnected and then propagate changes they make to other databases when they are connected. The SQL Server Publisher replaces the TEQuote Master Database and TEQuote Workstations have been replaced with SQL Server Subscribers. The Publisher detects and distributes which data has changed and resolves database conflicts. The Subscribers receive replicated data from the Publisher. With Merge Replication, changes on the Publisher are 'pushed' to the Subscribers and changes on the Subscribers are 'pulled' back to the Publisher.

  4. A new 'SQL Call' feature enables TEQuote to retrieve information from external sources:
    Customer credit information can be displayed on the Customer and Customer information forms. Parts availability can be displayed on the Parts and Part information forms. SQL Call utilizes Microsoft's data portal technology to query foreign databases via a web service to display the requested information. SQL Call can supply information to TEQuote from any OLE DB compliant data source. OLE DB is the Microsoft strategic system-level programming interface to data across the organization. OLE DB is an open specification designed for accessing all kinds of data. OLE DB is designed for relational and non-relational information sources, including: mainframe ISAM/VSAM and hierarchical databases; e-mail and file system stores; text, graphical, and geographical data; custom business objects; and more. The SQL Call feature requires a web server with an additional web service software module installed.

  5. The SQL Server Data Transformation Services (DTS) Wizard has been implemented to import and export data to/from TEQuote database tables:
    DTS can import data from a text file or an OLE DB data source (for example, a Microsoft Access 2000 database) into any TEQuote table. Alternatively, data can be exported from any TEQuote table to a text file or an OLE DB data destination (for example, a Microsoft Excel 2000 spreadsheet).

  6. Part Kits have been redesigned:
    The Part Kit and Update icons on the Part form have been eliminated and replaced with a Part Template code. When the Part Template Kit code is checked, Kit prices and costs are automatically updated and recalculated from the Kit's components. When a Kit is added to a Quote all the components of the Kit are displayed on the Quoted Items grid. If the user has permission to edit the Kit, all costs and prices of the components may be edited. Kit prices are rolled up or detailed on the Quote document depending on the Model Pricing option selected for the Quote. A new Model Pricing option to 'Roll Up Kits Only' has also been implemented.

  7. A new option to track Quote Revisions has been added to the Quote form:
    When selected, a new Quote is created from the original with the same Quote ID and the next available Revision number. Optionally, the costs and prices of the revised Quote may be updated to the current values. A Quote may have up to 127 revisions. The Quote Status form displays both the original Quote Date and the date the Revision was created.

  8. A new option to control Attribute behavior when quoting has been added to the Product Type configuration:
    The Attribute values for the Product Type may be entered before selecting a Model or Attribute values may be inherited from the Model and the options selected.

  9. TEQuote Help has been replaced with a standard windows help module:
    The new compiled help model has improved navigation, indexing, and search capabilities.



Detailed Enhancements for TEQuote v5.0.0
January 1, 2006
  1. Microsoft Access Jet 4.0 has been replaced with SQL Server as the database engine for TEQuote. (SIR 308)

  2. New options to Move Items between the Quoted Items grid and the Suggested Items grid and to Delete the items have been added to the Quote form. Highlight the item you wish to Move or Delete and click the right mouse button. A pop-up menu will display allowing you to Move or Delete the selected item. Also an option to Delete All Items on the grid is included.
    (SIRS 548 & 1044)

  3. An additional Pick button has been added to the Choose template items form. When clicked, the selected item is added to the Suggested Items on the Quote. (SIRS 977 & 1064)

  4. Child forms are all maximized when they are opened. (SIR 980)

  5. A new 'Auto Number Customers' option has been added to the General Preferences. When this option is enabled, the Customer ID is automatically assigned when adding a new Customer.
    (SIR 981)

  6. A dollar amount for a Quote discount may be entered calculating the discount percentage. Also a discount percentage may be entered to calculate the discount amount. (SIR 982)

  7. Attribute names may be changed even if they have been assigned to a Model, Part, or Quote. The attribute name will change automatically in any related table. (SIR 983)

  8. An option to delete Attributes from the Quote form has been added to a pop-up menu. Right-click the mouse while hovering over the Attribute Grid to display the pop-up menu. You may delete All the Attributes or just the currently selected Attribute. (SIR 984)

  9. If you have permission to Modify the Quote Status you may edit the Entered By field on the Quote status form. (SIR 986)

  10. A new option to control Attribute behavior when quoting has been added to the Product Type configuration. The Attribute values for the Product Type may be entered before selecting a Model or Attribute values may be inherited from the Model and the options selected. (SIR 987)

  11. Two new controls have been added to the Customer info form. 'Clear' will blank out the Customer/Contact information. 'Refresh' will retrieve the current Customer/Contact information from the open Contact Management System. (SIRS 664 & 1045)

  12. Additional Microsoft Word bookmarks have been added to the bookmarks collection to facilitate printing a repair estimate. New bookmarks include detail totals, detail extensions and grand totals for Material, Labor, Hours and Freight. (SIRS 686 & 1196)

  13. The DTS Wizard has replaced the Generic TEQuote import routines. Data may be imported into any TEQuote table from a text file or an OLE DB data source. (SIR 694)

  14. A new option to track Quote Revisions has been added to the Quote form. When selected, a new Quote is created from the original with the same Quote ID and the next available Revision number. (SIRS 802 & 897)

  15. A new 'Zero Margin Negative Costs' setting has been added to the General Preferences section. When checked, any parts with a Total Cost less than zero will not be marked up/down by the price type. (SIR 804)

  16. A new option to renumber a part has been added to the TEQuote Tools program. All instances of the part number are reset to the new value. (SIRS 918 & 935)

  17. A new 'Weight' field has been added to the Parts Master and Quote Detail Parts tables. New bookmarks have been added for Weight, Extended Weight, and Total Weight. (SIR 924)

  18. Multiple selections are allowed from the Parts finder when adding Parts to a Quote. (SIR 938)

  19. Template Quantities (Model and Part) have been moved to the detail category table. This allows setting different Default/Min/Max quantities for each selection in a Sequence. (SIR 940)

  20. The new 'SQLCall' component will allow querying foreign databases. Customer credit information can be displayed on the Customer and Customer information forms. Parts availability can be displayed on the Parts and Part information forms. SQL Call requires a web server with additional web service software (sold separately). (SIR 947)

  21. Customer ID has been added to the Customer Selection drop down controls on the Quote form and Quote Wizard forms. (SIR 1017)

  22. A new 'Allow Active Parts Only' option has been added to the General Preferences. When checked, only Active Parts can be added to a Quote or a Model or Part Template. (SIR 1025)

  23. Suggested Items have been added to the Quote Detail Parts table. This allows users to edit the cost/prices of the Suggested Items just like the Quoted Items. (SIR 1044)

  24. TEQuote Help has been replaced with a standard windows help module. The new compiled help model has improved navigation, indexing and search capabilities (SIR 1046)

  25. Costs and prices for Charges are now updated when Quote prices are updated and when a Quote is copied. (SIR 1102)

  26. The selection form for the Year of a Vehicle Model now sorts with the most current Year first.
    (SIR 1149)

  27. The Part Kit and Update icons on the Part form have been eliminated and replaced with a Part Template code. When a Kit is added to a Quote all the components of the Kit are displayed on the Quoted Items grid. If the user has permission to edit the Kit, all costs and prices of the components may be edited. Kit prices are rolled up or detailed on the Quote document depending on the Model Pricing option selected for the Quote. A new Model Pricing option to 'Roll Up Kits Only' has also been implemented. (SIR 1197)

  28. A new option group 'Contact Management System' has been added to the General Preferences form. Select the Contact Management System that when opened will supply Customer/Contact information to new or opened Quotes.

  29. The Miscellaneous Group Permissions of the Security Preferences form have been modified to reflect SQL Server Replication replacing the TEQuote Workstation Utilities and using the DTS wizard to import and export data.

  30. New fields have been added to the Customer form for Terms, Tax Resale ID, Ship Via, and Po Required. A new tab 'Text' has also been added to enter addition notes or comments about the Customers. All new fields have been added to the Customer Report module and the bookmarks collection for printing Quote documents.

  31. A new tab 'Terms' has been added to the Misc. Codes of the Preferences form. This is used to validate the new Terms field on the Customer form.

  32. A new button 'New Quote' on the Quote Wizard form will create a new Quote using the New Quote Wizard. This eliminates having to close the Quote form in order to create a new Quote using the New Quote Wizard.
 
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