TREQSO Release Notes
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TEQuote Release Notes
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TEQuote Release Notes
Major Enhancements for TEQuote v5.0
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.
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
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.
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.
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).
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.
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.
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.
TEQuote Help has been replaced with a standard windows help module:
The new compiled help model has improved navigation, indexing, and search capabilities.
Microsoft Access Jet 4.0 has been replaced with SQL Server as the database engine for TEQuote. (SIR 308)
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)
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)
Child forms are all maximized when they are opened. (SIR 980)
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)
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)
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)
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)
If you have permission to Modify the Quote Status you may edit the Entered By field on the Quote status form. (SIR 986)
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)
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)
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)
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)
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)
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)
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)
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)
Multiple selections are allowed from the Parts finder when adding Parts to a Quote. (SIR 938)
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)
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)
Customer ID has been added to the Customer Selection drop down controls on the Quote form and Quote Wizard forms. (SIR 1017)
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)
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)
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)
Costs and prices for Charges are now updated when Quote prices are updated and when a Quote is copied. (SIR 1102)
The selection form for the Year of a Vehicle Model now sorts with the most current Year first.(SIR 1149)
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)
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.
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.
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.
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.
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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