November, 2010 Updates
SalesDoc Architect Version: 7.055
SalesDoc Architect Release Date: November 16, 2010
ARCHITECT MANAGER CHANGES
- New! A new “Surcharge” Pricing Category Type has been added. The Surcharge Type enables you to include taxes, fees and other surcharges in the total sell price (and on the schedule of equipment and services) but it is EXCLUDED from the Goal Seek calculations (Goal Seek will solve for margin, sell price and markup for the “TOTAL – EQUIPMENT & SERVICES” row, which excludes the surcharges).
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- The Mitel/Intertel content has been thoroughly updated and refreshed, and the content for both has been merged into a single “Mitel” content stream. In addition, the Intertel content is now automated (just like for the “Mitel” solutions); simply import the configuration from the Mitel Sales Workbench, and the output doc sections will be automatically configured.
- “Intertel_HW” and “Intertel-SW” have been added as new PriceCats for Intertel products, enabling you to categorize pricing information into hardware vs. software for hardware warranty purposes. Please note:
- If you use SUMIFs in any of your calculations that refer to PriceCat information, you will need to add these new PriceCats to your formulas.
- If you have modified any Mitel/Intertel parts, these new PriceCats will NOT be merged into your database for these parts. We recommend running a report showing all of the Mitel/Intertel parts, checking to make sure that “Inter-Tel” is no longer used as a PriceCat for any of your parts (unless the HW vs. SW distinction is not important to you). We also have tools to assist with any massive changes that you might require in this regard. Please contact CorsPro if you need assistance with this.
- Numerous parts were added and updated. Architect Managers: please run the Parts Master report and sort it by the “Added” and/or “Updated” columns to see what’s been recently added or updated.
VENDOR CONTENT CHANGES – SHORETEL
- Doc/part associations were deleted for several parts so that proposal doc sections are not output that describe the discontinued Call Manager.
- 13 new part numbers were added, including several promo bundles. Architect Managers: please run the Parts Master report and sort it by the “Added” and/or “Updated” columns to see what’s been recently added or updated.
VENDOR CONTENT CHANGES – AVAYA
- The Avaya desktop document sections were updated with new pictures in each of the 14xx series phones.
- The following desktop overviews were broken out into individual phone sections with pictures of the sets: Avaya 1600 series, Avaya 2400 series, Avaya 5400 series, and Avaya 9600 one-X series. These doc sections are associated with their individual part numbers. To review all of these updated items, please run the Doc Sections and Parts Master reports and sort the outputs in descending order by the updated date or date added.
VENDOR CONTENT CHANGES – TOSHIBA
- Content updates were made for CIX40, CIX100, CIX200 AND CIX670. Mentions of Media Application Server were removed.
- Added the following Part numbers with related document Sections
- LVMU1A, LVMU1A4PORT, LVMU1A8PORT, all now associated with LVMU Voice Mail Document Section
- GVPH1A – associated with the GVPH Voice Mail Document Section
- CO-AUR-2000, CO-AUR-2001, CO-AUR-CLIENT – associated all parts with Cornell (Aura) Nurse Call document section
- Associated CIX40VMPKG with GVPH voice mail
- Associated CIX100-SVMPKG2 with LVMU Voice Mail
VENDOR CONTENT CHANGES – NEC
- The NEC proposal content has been thoroughly refreshed, based on the information contained on NEC’s website.
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September, 2010 Updates
SalesDoc Architect Version: 7.049
SalesDoc Architect Release Date: September 15, 2010
END-USER CHANGES
- New! When importing any file (vendor configuration files or Excel), if the import file is missing Pricing Category and/or Product Category information, SalesDoc Architect will pop up a dialog box asking the user to select the PriceCat and/or ProductCat to use for the imported parts.
ARCHITECT MANAGER CHANGES
- New! You can control whether outputs can be generated by your users through the use of the OutputStatus named range. For example, you can prevent a specific output — or all outputs — from being generated by a user when a customer name hasn’t been entered. To use this function, create a named range on any tab that is called “OutputStatus”. Next, insert an Excel IF formula into that range that tests for one or more conditions and, if those conditions aren’t met, the error message that you’d like to display to the user when the output is prevented from being generated. For more information, see the “Using OutputStatus to Control Output Workflow” Help topic.
- New! You can now reference any single-cell named range on the Base Info tab on any other tab that you create. In addition, you can also CREATE new named ranges on the Base Info tab (baseinfo.xls in your PQuote/Data folder) that you can reference on any tabs you create. For more information, see the “Referencing Named Ranges on the Base Info Tab” Help topic.
- New! You can import quotes that have been exported from Tigerpaw, adding to our existing two integrations with Tigerpaw (export contact info from TP to SDA, and export quote info from SDA to TP). Please contact us if you’d like to add that import function to your setup.
- New! SalesDoc Architect is now fully compatible with Windows 7 and Office 2010 and all of its idiosyncrasies, including User Account Control (UAC) issues. In addition, SDA now recognizes UNC paths (e.g., “\\NetworkLocation”) in addition to mapped network drives, which should ease implementation for new users. We highly recommend that administrators download the latest SDA setup files and delete the old versions. The download links for the setup files can be found in the SaleDoc Architect update email that is sent to all administrators.
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- Two new document sections were added for the 5603 and 5604 sets, and the sizing chart was updated for the 3300 doc section.
- Numerous parts were added and updated. Architect Managers: please run the Parts Master report and sort it by the “Added” and/or “Updated” columns to see what’s been recently added or updated.
VENDOR CONTENT CHANGES – SHORETEL
- The ShoreTel content was completely refreshed, with 13 proposal documents that were either added or updated, and 60 new parts that were added. To review all of these new or updated items, please run the Doc Sections and Parts Master reports and sort the outputs in descending order by the updated date or date added.
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July, 2010 Updates
SalesDoc Architect Version: 7.04
SalesDoc Architect Release Date: July 19, 2010
ARCHITECT MANAGER CHANGES
- New! The setup files for Architect Manager have been updated to install SalesDoc Architect to the c:\CorsPro folder by default. Please see your update email from CorsPro for the links to download these files (one version is for end users and another is for SDA administrators). We HIGHLY recommend that you delete the old versions that you have on hand and use the new versions instead.
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- Two new document sections were added:
- Mitel Business Dashboard
- Mitel Customer Service Manager
- Proposal doc sections were updated for the Mitel 5000, the 5320, 8568 and 8528 sets, and UC Express.
- New! A new tab (Mitel Docs.xls) was added that lists ALL proposal documents for Mitel solutions. This enables you to select doc sections to include in outputs even when part numbers that are associated with the doc sections are not in a configuration.
- Numerous parts were added and updated. Architect Managers: please run the Parts Master report and sort it by the “Added” and/or “Updated” columns to see what’s been recently added or updated.
VENDOR CONTENT CHANGES – TOSHIBA
- A proposal doc section for Strata Meeting was added, and several new part/document associations were added to the database.
VENDOR CONTENT CHANGES – AVAYA
- Proposal document sections were updated for the following:
- 3645 IP wireless phone
- 3641 IP wireless phone
- IP Office Partner Edition
- 1416 Digital Deskphone
- 1408 Digital Deskphone
- 1403 Digital Deskphone
- 1400 Series Overview
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May, 2010 Updates
SalesDoc Architect Version: 7.039
SalesDoc Architect Release Date: May 17, 2010
SALESDOC ARCHITECT (END-USER) FUNCTIONALITY CHANGES
- New! You can now choose to import pricing/costing from an import file even if pricing/costing exists for the part(s) in your SalesDoc Architect database by clicking the “Get pricing from import file (not database) on next import” checkbox at the top of the Write-In tab. Why is this important? Because it enables you to bring in the latest pricing from vendor configuration tools, overriding what’s in your database. Once pricing/costing has been imported in this fashion, you will not be able to subsequently update it to the pricing/costing in your database by clicking the “Update tab(s)” button; pricing/costing will be frozen at the values that were originally imported. You can set the default for this checkbox for all new quotes in User Setup by checking/unchecking the “Default to get pricing from import file (not database)” checkbox.
- New! You can now override several fields on the Write-In tab for parts that are imported into the Write-In tab and that are found in your database. The fields that you can override are: Product Category, Install Hours, Design Hours, Labor Category and Element Name.
- New! You can now choose whether or not the system discount should be applied against each “options package” group. For example, if the system discount was set to 10% for the core solution and a group of items was added to an options package with “Calc System Discount” unchecked, then the 10% system discount would NOT be applied against the total list price for the options package group. This enables you to capture more profit margin as options are added if you choose not to check “Calc System Discount” for the option groups. You can set the default “Calc System Discount” value in the User Setup by checking/unchecking the “Default to calculate system discount for all options” box.
- New! Title has been added as a field to User Setup and can auto-populate to the Base Info tab when new quotes are created (Note to Architect Managers: to enable this feature, you must add a Title field to the Base Info tab with rangename “SellerTitle” that is linked to a variable named &SELLERTITLE&).
ARCHITECT MANAGER CHANGES
- New! An import function has been added for Jenne’s solution designer configuration tool. Please contact us if you wish to add this to the Import menu for your implementation.
- End user and Architect Manager user guides have been updated and can be found in your PQManager/Manuals folder.
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- Two new document sections were added:
- Mitel Applications Suite appliance
- Mitel Live Content Suite
- Numerous parts were added and updated. Architect Managers: please run the Parts Master report and sort it by the “Added” and/or “Updated” columns to see what’s been recently added or updated.
VENDOR CONTENT CHANGES – TOSHIBA
- A ToshibaFinancing tab has been added to the Tabs folder containing all required information and calculations for the new ValuePlus rental program. Please note that the calculations contain an assumption regarding ongoing maintenance costs that must be modified by your Architect Manager.
- The import function was modified to include existing items that were configured at no charge by Toshiba’s configuration tool. These items will appear on outputs under the “Existing Equipment Configured at No Charge” heading.
VENDOR CONTENT CHANGES – AVAYA
- Proposal document sections have been added for release 6 of Avaya’s IP Office solution. We also have part/document and part/item associations available for upload into your implementation’s database.
- An import function has been added for Avaya’s EZQuote configuration tool. You should export EZQuote configurations to Excel using the “standard format”. Please contact us if you wish to add this to the Import menu for your implementation.
VENDOR CONTENT CHANGES – SHORETEL
- The import function was modified to allow users to manually add an “Element Name” column to the raw QMS export file that is subsequently imported into SalesDoc Architect. This enables you to designate the elements (usually sites) with which each part should be associated so that you can use SDA’s multi-quote features to consolidate multiple quotes into a single proposal, statement of work or pricing schedule.
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March, 2010 Updates
SalesDoc Architect Version: 7.036
SalesDoc Architect Release Date: March 22, 2010
SALESDOC ARCHITECT (END-USER) FUNCTIONALITY CHANGES
ARCHITECT MANAGER CHANGES
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- When Mitel Sales Workbench quotes are imported, the estimated software assurance cost is converted into a part with part number “Mitel SWA”. “MitelSW” is assigned as the PriceCat and “None” as the vendor discount category. This means that a made-up list price will be calculated when it’s imported based on the markup assigned to the “None” vendor discount category in your setup. You can, if you wish, change the PriceCat, vendor discount cat, description, etc., by setting up a “ManualItem” part in your Parts Master for “Mitel SWA”.
- The following parts (and associated proposal/engineering info) have been added:
- SX-200 to MCD Standalone Migration Pkg (p/n 52002591)
- SX-200 to MCD Enterprise Migration Pkg (p/n 52002592)
- SX-2000 to MCD Migration Pkg #1 (Non-Redundant) (p/n 52002601)
- SX-2000 to MCD Migration Pkg #2 (Redundant Hardware) (p/n 52002602)
- MCD VMWare VApp Base License Kit (p/n 54005091)
- SX-200 IP Phone to MCD Standard User (p/n 54005241)
- SX-200 IP Phone to MCD Enterprise User (p/n 54005242)
- SX-200 to MCD Standard Active Agent (p/n 54005243)
- SX-200 to MCD Enterprise Active Agent (p/n 54005244)
VENDOR CONTENT CHANGES – SHORETEL
- Engineering content — including labor hours, UPS requirements and rack requirements — has been added and associated with specific ShoreTel part numbers.
- Associations have been established between ShoreTel proposal document sections and specific ShoreTel part numbers so that proposal document sections are automatically output when specific part numbers are configured.
- Item counts (number of IP sets, etc.) have been added to the top of the ShoreTel doc section selector tab (which is now not really needed since doc sections will be automatically configured based on the ShoreTel part numbers that have been imported). In addition, engineering calculations have been removed from the tab, and selected doc sections will no longer be listed at the top of the schedules of equipment and services.
VENDOR CONTENT CHANGES – TOSHIBA
- Engineering content — including labor hours, UPS requirements and rack requirements — has been added and associated with specific Toshiba part numbers.
- Associations have been established between Toshiba proposal document sections and specific Toshiba part numbers so that proposal document sections are automatically output when specific part numbers are configured.
- Part numbers that end in ” (net)” are now imported into SDA from the Toshiba configuration tool as non-discountable with “None” as the vendor discount category. This means that a made-up list price will be calculated when it’s imported based on the markup assigned to the “None” vendor discount category in your setup.
- Bills of material for Toshiba “package” parts are now being imported as ‘includes’ rows that will show up as non-part numbered rows on schedules of equipment and services.
- Item counts (number of IP sets, etc.) have been added to the top of the Toshiba doc section selector tab (which is now not really needed since doc sections will be automatically configured based on the Toshiba part numbers that have been imported). In addition, selected doc sections will no longer be listed at the top of the schedules of equipment and services.
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February, 2010 Updates
SalesDoc Architect Version: 7.03
SalesDoc Architect Release Date: February 18, 2010
SALESDOC ARCHITECT (END-USER) FUNCTIONALITY CHANGES
- Fixed issue whereby the Document Builder was creating “Data_[Username]” folders in various places on a user’s hard drive. Once you have installed this update, we suggest that users search for all instances of the “Data_[Username]” folder on your hard drive and delete them if you can confirm that they contain SalesDoc Architect data files. However, these folders are harmless if you decide not to remove them.
- Optimized code to speed up the “Get Tabs” and “Import” functions.
- Fixed issue where sometimes an output document built by the Document Builder is hidden upon generation.
ARCHITECT MANAGER CHANGES
- Added new “Parts and Item/Doc Associations” report. This report shows all engineering, document and item information associated with each part in the database. The report is sorted by product category, then part number.
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
Engineering and doc section content have been added, corrected and modified as follows:
- Mitel Communication Director Release 4.1 parts, pricing, engineering information and part/document associations have been added. Numerous other parts were added and updated in the parts database. For details, please run the Parts Master report, then sort the report by Updated (date) in descending order.
- The following proposal document sections have been added or updated:
- MitelProp – nupoint adv um (ADDED)
- Mitel GigabitStand (ADDED)
- mitelprop – 5300 Apps (UPDATED)
- Mitelprop – UC Express (UPDATED)
- mitelprop – uc advanced (UPDATED)
- MitelProp – 3300 (UPDATED)
VENDOR CONTENT CHANGES – SHORETEL
The import function has been modified to change the quantity to one (1) for all import parts with PriceCat = “Partner Support”. When the quantity is converted to one (1), the list price and cost will be multiplied by the old quantity number.
VENDOR CONTENT CHANGES – AVAYA
The proposal document database for Avaya solutions has been completely refreshed. For details on the list of documents in the database, please run the “Doc Sections” report.
VENDOR CONTENT CHANGES – TOSHIBA
The proposal document database for Toshiba solutions has been completely refreshed. For details on the list of documents in the database, please run the “Doc Sections” report.
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