QuoteWerks Support Portal

Hi all

I know this isn't the place for ConnectIT queries but I hope that some of you have experience in tweaking some settings. Currently our ConnectIT link to Sage copies *hidden* quotewerks lines to Sage for invoicing. This causes some fun situations. I want to change the setup so that only Group lines are copied over, with the Group total, not the individual line. Anyone know if that's possible?

In the screenshot here, the two blank lines are sent to Sage for invoice, not the group line, which is what I'm after. 

Any ideas what I can change in ConnectIT (or QW) to make that work? 

Olly

Hi Olly,

In the configuration utility, documents tab, sales document sub tab, setting sub-sub tab. There's a checkbox in there for "Transfer group header lines and not sub items"

If the Transfer Group Header Lines Items and not Sub Items option is ticked, then:
1) the Product Code(s) specified on the Group Header Line Items are checked that they exist in Sage;

2) the Product Code(s) specified on the Product/Service Sub Line Items are not checked that they exist in Sage;

3) Group Header Line Items are transferred onto the Sage document; and

4) Product/Service Sub Line Items are not transferred onto the Sage document