Past Updates – 2015
December 2015 Updates
SalesDoc Architect Version: 15.120
SalesDoc Architect Release Date: December 10, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.120, or the 12th month of 2015).
SALESMANAGER (CLOUD/DESKTOP) UPDATES
- New! CRM integrations are now available to work with SalesManager, our new cloud-based pipeline management component of SDA. Direct integrations with Tigerpaw and Salesforce are available, and “indirect’ integrations (where you can paste/type in the opportunity IDs) are available for any CRM solution.
- New! We’ve developed a universal specification that enables you to push data from any CRM system to a new SDA quote file via XLS/CSV, complementing the Word-merge-based approach that we’ve had for a while.
- New! The “Export to Excel” data is now formatted and offers you options to sort the data and insert a “weighted sell price” column. In addition, a bar chart is auto-generated that shows total sales and total weighted sales (if selected) by sales stage/status.
- Updated! The “associate quote with opportunity” desktop pop-up has been revamped and simplified.
END-USER (DESKTOP) UPDATES
- Updated! We’ve improved the speed to save quote files under an auto-file-saving scheme (if your administrator has implemented a scheme) to a network or WebDAV folder, and to quickly switch to saving the quote file locally if the network/WebDAV folder is not available.
- Various minor bugs were fixed.
ARCHITECT MANAGER UPDATES
- New! SDA has been updated to work with cloud-based WebDAV folders, allowing users to save and open SDA quote files via an (SSL) internet connection (corporate network not required!!). We at CorsPro are using DriveHQ’s robust WebDAV services to store our quote files.
- New! Added a new “hook” that enables custom client code to be called when a new or existing quote file is opened. This complements the other “hooks” that can call custom client code when importing files, generating outputs or when users change specific tab data.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts –1 Added
- Added a Session Border Controller Session License part (NTL258372) including engineering information.
Document Sections
- Updated 14 Avaya Aura document sections
MANUFACTURER CONTENT CHANGES – MITEL
New Parts –14 Added
Added the following parts including associated labor, engineering information and document sections:
- 2 Mitel DECT Base Station parts (RFP 35 IP and RFP 36 IP)
- 3 phone parts, 612, 622 and 632
- 2 MiVoice Office 250 Easy Expanded Pack parts
- 6 Contact Center Upgrade pack parts
Document Sections
- Created Mitel SIP DECT Overview document section
- Created Mitel 612, 622 and 632 Dect Phone document sections
- Created Mitel RFP 35 IP and RFP 36 IP Base Station document sections
- Updated Mitel MiVoice Call Recording document section to include the Release 9.0 changes
- Updated MiContact Center Campaign Manager document section
- Updated Mitel MiVoice Office 250 document section
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 21 Added
Added the following parts including associated labor, engineering information and document sections:
- 10 server parts (Express and Fault Tolerant)
- 5 phone parts (handsets and terminals)
- 6 Misc. NEC parts
Document Sections
- Created Desktop IP Terminal DT8200 document section
MANUFACTURER CONTENT CHANGES – SHORETEL
- ShoreTel’s Content is up-to-date (last updated on 11/2/2015)
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 6 Added
Added the following parts including itemcats and document sections:
- IPedge Virtual Server (I-EP-Pkg16-VL)
- IPedge EP ACD-Licensed Virtual Server (I-EPACDPKG16-VL)
- IPedge ACD Ready Virtual Server (I-EPU-PKG16-VL)
- Spectralink Handsets: 7740 (2551000), 8742 PIVOTS (PBL87420) and 8453 w/o Lync support (2200-37292-001)
Document Sections
- Created Spectralink 7740 document section
- Created Spectralink 8742 PIVOTS document section
- Created Spectralink 8453 document section
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 79 Added
- Added Summit 800 product line which includes 78 software, hardware and package parts
Document Sections
- Created Summit 800 document section
- Created Edge 900 4 button phone document section
- Updated Summit document section
MANUFACTURER CONTENT – ZULTYS
New Parts – 3 Added
- Added 3 MG4/MG8 SIP Gateway parts (90-04460, 90-04801 and 90-04820)
Document Sections
- Created Zultys MG4/MG8 MKII document section
November 2015 Updates
SalesDoc Architect Version: 15.111
SalesDoc Architect Release Date: November 2, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.111, or the 11th month of 2015).
END-USER APPLICATION CHANGES
- New! The new goal seek by line item function allows you to set pricing based on a goal seek target for each and every (adjustable) line item, or for line items that you individually select with your mouse (using the Control key to select multiple items). This method of goal seek is in contrast to the functionality that’s been in place for a while that enables you to goal seek at the pricing category or system discount level. For more information on this new function, click Help, then “SalesDoc Architect (Pro Edition) help” and navigate to “SalesDoc Architect Tabs”, then “Pricing Tab Overview”.
- Revised! The method for installing updates pushed out by administrators/managers has been revised to be faster, easier, more reliable, and (usually) avoids the security confirmation pop-ups.
- Various minor bugs were fixed.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 8 Added
Added the 4 IPO Office Worker ADI/PDLS Licenses and 4 IPO Power User ADI/PLDS parts including associated labor, engineering information and document sections
Document Sections
- Associated IP Office Power Users, Teleworkers and Office Workers parts to document section one-X portal for IP Office
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 9 Added
Added 5 UCC 4.0 parts, 4 MiCollab AWV Platform Web/Audio parts, 4 MiCollab HD Codec License parts and 1 MiVoice Business License – Enterprise User part, including association labor, engineering information and document sections.
Document Sections
- Revised MiCollab Document section to include NuPoint UM Revisions.
- Revised UCC proposal doc sections to include new UCC 4.0 functionality.
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 14 Added
Added the following parts including associated labor, engineering information and document sections:
- 4 SV93 CMM Session License Parts
- 6 SV93 UM8K/UM47 Premium and Upgrade Voice parts
- T1E1 24 Channel part (9526010)
- Desk Attendance Console part (9575001)
- 2 DT730 IP Parts (ITL-8LD GIG (BK)+SAL) and (ITL-8LD GIG (WH)+SAL
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 15 Added
Added parts including engineering, itemcats and document sections for the following..
- 4 Ingate SIParator session license parts
- 11 Connect Small Business Edition 100 Bundle parts (HW, SW, Virtual, Digital/Analog, With/Without Server)
Document Sections
- Added ShoreTel Connect Small Business 100 Edition document section
MANUFACTURER CONTENT CHANGES – TOSHIBA
Document Sections
Revised the UCedge Client document section by adding integration with iOS devices, multi-line support and improved integration with Messaging to provide all of the IPMobility and call processing features.
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
- Vertical’s content is up-to-date (last updated on 8/28/15)
MANUFACTURER CONTENT – ZULTYS
- Zultys’ content is up-to-date (last updated on 4/30/15)
September 2015 Updates
SalesDoc Architect Version: 15.090
SalesDoc Architect Release Date: September 30, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.090, or the 9th month of 2015).
END-USER APPLICATION CHANGES
- Improved! Reduced the SDA startup time. You’ll notice that the version won’t usually be shown as part of the startup routine because we’ve removed several time-consuming tasks from the normal SDA startup routine.
- Improved! Reduced the processing time to import multi-site configs into SDA. Also, the reliability of multi-site imports via Excel 2013 has been improved.
- Various minor bugs were fixed.
ARCHITECT MANAGER CHANGES
- New! “RangeAsGraphic” and “TableAsGraphic” have been added as doc section output types, meaning that you can output an Excel table or range of cells as a graphic to Microsoft Word outputs, rather than outputting them as editable Word tables. In addition to making the table/range un-editable, this also allows you to incorporate graphics within the table/range. See p. 65 of the Architect Manager user guide for more information.
- The end-user and Architect Manager installation/setup files have been updated.
- The Architect Manager PDF user guide (found in C:\CorsPro\PQManager\Manuals) has been updated.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 18 added
Added the following parts including associated labor, engineering information and document sections:
- Eight 4-pack phone parts (1408 Telset, 1416 Telset, 9508 Digital, 9594 Digital, 1608-I IP, 9611G IP and 9608G IP)
- IPO Unified Communications Module v2 part (700507449)
- E159 Media Station Kit Black part (700508084)
- 2 Scopia XT5000 IP Base License parts (55211-00904) and (55211-00984)
Document Sections
- Revised Avaya E169 Media Station document section to include the E159 Media Station
- Revised Avaya IP Office Overview document section
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 4 added
Added the following parts including association labor, engineering information and document sections:
- MiCollab w/voice Business base part (54005892)
- MiVoice Business Express Standalone Bundle part (54005919
- 3300 1Gb RAM Module Upgrade part (50006727)
- MiVoice Conference Phone to MiVoice Video Phone Upgrade License (54006651)
- Replaced 4 old 3300 ICP Controller parts with new 1Gb part numbers
Document Sections
- Updated the About Mitel Document Section by replacing the old Magic Quadrant graph with the most updated version.
- Revised the 3300 MXe III Controller document section, changing the 512Mb RAM to 1Gb RAM
- Changed product names on left to correct name on right in all document sections:
- Mitel MiCollab Applications Suite TO Mitel MiCollab
- NuPoint Unified Messaging TO MiCollab Unified Messaging
- Mitel Collaboration Advanced TO MiCollab Audio, Web, Video Conferencing (AWC)
- Mitel Border Gateway TO MiVoice Border Gateway
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 14 added
Added the following parts including associated labor, engineering information and document sections:
- 4 UC ACD Multiplexer parts
- 2 IVR After Call Survey App parts
- 2 UC Connecter License parts
- 3 CMM Session parts
- 3 UG50 Hospitality parts
Document Sections
- Revised the ACD document section to include the UC ACD information
- Updated the QueWorx document section to include the After Call Survey App information
- Revised the CMM document section by removing 3C text
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 2 added
Added the following 2 Small Business Edition 100 parts including engineering, itemcats and document sections:
- Small Business Edition 100 E1 Trunking w/o server 50 users (60201)
- Small Business Edition 100 Virtual Bundle 50 users (60202)
MANUFACTURER CONTENT CHANGES – TOSHIBA
- Toshiba’s content is up-to-date (last updated on 6/04/15)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
- Vertical’s content is up-to-date (last updated on 8/28/15)
MANUFACTURER CONTENT – ZULTYS
- Zultys’ content is up-to-date (last updated on 4/30/15)
August 2015 Updates
SalesDoc Architect Version: 15.080
SalesDoc Architect Release Date: August 27, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.080, or the 8th month of 2015).
END-USER APPLICATION CHANGES
- Fixed! When generating PDF outputs of Word documents, open Word docs are no longer closed and multiple PDFs in a row can now be generated.
- Increased the “timeout” for accessing remote folders from 0.5 seconds to 2 seconds, which should substantially reduce or eliminate “update folder not available” and “database not available” error messages.
- Various minor bugs were fixed.
ARCHITECT MANAGER CHANGES
- Vendor/manufacturer is now inserted into the Write-In tab for items added via the price book. This allows you to better summarize data from the Write-In tab by vendor/manufacturer using Excel’s SUMIF function (for example, =SUMIF(WriteInPartVendor,”[Vendor name]“,WriteInPartSell) will calculate the total sell price for a vendor/manufacturer). For further information on how to use WriteInPartVendor, see the update notes from September, 2014.
- The end-user and Architect Manager installation/setup files have been updated.
- The end-user and Architect Manager PDF user guides (found in C:\CorsPro\PQManager\Manuals) have been updated.
MANUFACTURER CONTENT CHANGES – AVAYA
- Avaya’s content is up-to-date (Last updated on 7/30/2015)
MANUFACTURER CONTENT CHANGES – MITEL
- Pricing changed for 13 items.
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 27 added
Added the following parts including associated labor, engineering information and document sections:
- NEC SL1100 SIP Trunk Quick Start Kit
- 4 parts for TeamQ
- 3 SV9100S Flex Phone Package parts
- 6 SV93 Premium User License parts
- 7 SV95 License parts
Document Sections
- Created a document section defining TeamQ
- Revised DT800 Phone text, these are IP phones, not Digital
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 6 added
Added the following parts including document sections:
- 6 Ingate SIParator 52 Failover and SIP Trunking module parts
MANUFACTURER CONTENT CHANGES – TOSHIBA
- Toshiba’s content is up-to-date (last updated on 6/04/15)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 4 Summit items added
- 2 (8 and 40)VoIP Channel Expansion Licenses parts
- 1 VM Memory Expansion2 -60 hrs part
- 1 48-Port VoIP Expansion Card part
MANUFACTURER CONTENT – ZULTYS
- Zultys’ content is up-to-date (last updated on 04/30/15)
July 2015 Updates
SalesDoc Architect Version: 15.070
SalesDoc Architect Release Date: July 31, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.070, or the 7th month of 2015).
ARCHITECT MANAGER CHANGES
- New! You can now push multi-quote variables to Excel outputs (in the Forms folder), including the new “MultiRow” variables approach introduced in June (previously, you could only push multi-quote variables to Word outputs). This capability enables you to create reports that list any piece of data by quote or site, with data listed on a row for each quote/site. For more information on the “MultiRow” capability – which makes it dramatically easier to create tables that summarize data across multiple quote files – please refer to the release notes for June, 2015.
- New! Added quote debug mode that unprotects all tabs and unhides all hidden sections so that you can debug live quote issues. You can enter debug mode by clicking Architect, Setup, Quote file debug mode, then entering your admin/maintenance password (found in Architect Manager via File, Setup, Set passwords).
- New! SDA has been updated to handle multiple currencies and currency symbols whereby users can switch from one currency (and associated currency symbol) to another. Please contact support@corspro.com if you are interested in this functionality.
- Updated! Setups with auto-saving schemes that look first to a network folder and then to a local folder if the network folder is not available just got a lot faster in situations where the network folder is not available. Previously, it took several seconds to save a quote file because SDA was searching for the network folder. With this update, SDA will quickly ping for the network folder and within a half-second determine whether or not the network folder is available. We recommend that ALL clients implement the auto-saving functionality, featuring auto-saving to network or cloud locations. Toward that end, we recently conducted a webinar on auto-saving, as well as a tip sheet on auto-saving.
MANUFACTURER CONTENT UPDATES – AVAYA
- The Avaya EC import function was updated to use the USD “Extended Promotion Discount” column rather than the new % column in cost calculations.
- The Avaya EC import function was updated to mark all rows (as a comment in the Part Number column) with the quote ID(s) from the EC import file.
New Parts – 26 added
Added the following parts, including associated labor, engineering information and document sections:
- IPO R9.1 Essential Edition PLDS License (339212)
- IP Office R8.1+ Server Edition License: DS (270722)
- ASIPP parts that are equivalent to non-ASIPP parts. These are promo parts that are used in migrations (from old equipment to the new IP Office equipment) and drive the same docs, ItemCats, labor, etc., as the equivalent non-ASIPP parts.
MANUFACTURER CONTENT UPDATES – MITEL
The NJPA import function was updated to handle the new import file format with regard to multi-site solutions.
New Parts – 29 added
Added the following parts, including associated labor, engineering information and document sections:
- 5 MiVoice Office 250 Easy Bundle/Packages
- 24 Promo MiCC EE Bundle parts
Document Sections
Revised the Mitel Business Dashboard doc section
MANUFACTURER CONTENT UPDATES – NEC
New Parts – 13 added
Added the following parts, including associated labor, engineering information and document sections:
- 6 Dell UM4730 parts
- 2 SV9100S 9.5 Phone Package parts
- 4 SV9500 Blade parts
MANUFACTURER CONTENT UPDATES – SHORETEL
New Parts – 3 added
Added the following parts, including associated labor, engineering information and document sections:
- ShoreTel Contact Center Wrap Application (18080)
- UC Server 25 (60169)
- SBE Server Replacement and upgrade to SBE100-Promo (55210)
Document Sections
Created a new document section explaining the UC Server 25
MANUFACTURER CONTENT UPDATES – TOSHIBA
- Toshiba’s content is up-to-date (last updated on 6/04/15)
MANUFACTURER CONTENT UPDATES – VERTICAL COMMUNICATIONS
Document Sections
- Revised the WAVE 2500 and 500 doc sections (by adding support for the new Edge 9800 series IP phones and automatic delivery and deployment of software updates via the Vertical Secure Cloud service).
- Added doc sections for the new 9800 phone series.
MANUFACTURER CONTENT UPDATES – ZULTYS
- Zultys’ content is up-to-date (last updated on 04/30/15)
June 2015 Updates
SalesDoc Architect Version: 15.060
SalesDoc Architect Release Date: June 4, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.060, or the 6th month of 2015).
END-USER APPLICATION CHANGES
- New! When you SAVE AS a quote file as another name, SDA will ask you if you’d like to save the quote file as a NEW quote file with a newly-generated QuoteID, which is what identifies a quote file as a unique quote.
- A blank workbook that says “For faster response, keep this workbook open to keep SDA running in the background” will be opened when SDA is opened in Excel 2013, making it easier for users to keep SDA open in Excel 2013. This workbook is opened because Excel 2013 no longer provides the “x” to close a file, but instead only provides an “x” to close Excel itself.
ARCHITECT MANAGER CHANGES
- New! Added the following two options to the Set pricing defaults dialog in Architect Manager (under File, Setup)…
- Include surcharges in totals. Displays totals at the top of quote file tabs (i.e., the red summary line) that include surcharges (such as taxes, etc.) rather than totals before surcharges, which is the default.
- Get pricing from import file by default. Enables managers to set this default centrally rather than requiring users to set this default individually via User Setup.
- New! Added the following two fields (columns) to the Pricing Categories dialog…
- MarkupToMSRP. Designates the markup over cost that’s used to calculate MSRP for items that lack an MSRP.
- AlwaysMarkupToMSRP. Designates that the MarkupToMSRP value should be used to calculate MSRP for ALL items associated with a particular PriceCat, even items that have an MSRP.
- New! Added “MultiRow” as a new VariableType in the Multi-quote variables dialog under File, Setup within Architect Manager. This enables you to define a single SourceVariable and TargetRange for a multi-row table, and that table will automatically fill in all subsequent (unprotected) rows in the table for a multi-quote output. This new functionality makes it dramatically easier to create tables that summarize data across multiple quote files for multi-quote outputs. After setting up the first row of a table with the required target named ranges, make sure to insert enough rows (with unprotected cells in the columns where the target named ranges are located) to accommodate the maximum number of quote files that your users might consolidate into a multi-quote output.
MANUFACTURER CONTENT UPDATES – AVAYA
New Parts – 6 added
Added the following parts, including associated labor, engineering information and document sections:
- IP Phone 9641GS Without Face Plate part (700509981)
- 4 Avaya IPO R9+ Licenses
- Virtual Server License part (339217)
Other:
Added “VirtualServer” ItemCat.
MANUFACTURER CONTENT UPDATES – MITEL
Document Sections
Revised MiContact Center Solutions document section by reordering the paragraphs first to describe an overview, then Office and lastly cover Enterprise.
Revised Support 24×7 and Support 8×5 document sections to clarify the following content:
Software Updates: Provision of software updates, containing maintenance fixes, will be provided as needed to resolve a Major or Minor Application Failure as long as the appropriate manufacturer software assurance is current and in effect with that manufacturer.
MANUFACTURER CONTENT UPDATES – NEC
New Parts – 48 added
New! Added the NEC SL1100 product line, including associated labor, engineering information and document sections.
Document Sections
Created the following document sections associated with the NEC SL1100 product line:
- NEC SL1100
- SL1100 Digital Handset
- SL1100 DSS Console
- SL1100 24-Button Phone
- SL1100 Communications Analyst
Other:
Added “NEC_SL1100” ItemCat.
MANUFACTURER CONTENT UPDATES – SHORETEL
New Parts – 4 added
Added 2 IP Phone parts IP Phone IP480g (10514) and IP Phone IP485g (10515) including document section and ItemCats.
Added 1 Zendesk and 1 Desk.com part
Document Sections
Created a document section for Zendesk and also a document section for Desk.com Integration.
MANUFACTURER CONTENT UPDATES – TOSHIBA
New Parts – 18 added
Added IPedge Virtual R430 EM Server parts, including associated labor, engineering information and document sections.
Document Sections
Created a new IPedge Virtual R430 EM Server document section.
MANUFACTURER CONTENT UPDATES – VERTICAL COMMUNICATIONS
New Parts – 4 added
Added the following 4 Wave 5.0 phone parts, including associated itemcats and document sections:
- Edge 9820 10-Button Phone
- Edge 9830 16-Button Phone
- Edge 9840C 24-Button Phone
- Edge 9824 12-Button Phone LSS Console
MANUFACTURER CONTENT UPDATES – ZULTYS
- Zultys content is up-to-date (last updated on 04/30/2015).
April 2015 Updates
SalesDoc Architect Version: 15.040
SalesDoc Architect Release Date: April 30, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.040, or the 4th month of 2015).
END-USER APPLICATION CHANGES
- New! Apply target to EACH equipment price category has been added to the goal seek dialog, allowing you to apply the same markup or discount to selected or all (if none are selected) unprotected equipment price categories. For example, if all of your price categories are list-based (i.e., sell pricing is based on list price less a discount), you can set line-item equipment sell pricing for a particular job at a 1.5 markup (i.e., cost times 1.5) by clicking Goal Seek, then “Goal seek markup”, then entering “1.5” in the “Enter target markup” box, then checking “Apply target to EACH equipment price category”, then clicking OK. One of the cool things about this is that you can apply this to SELECTED price categories by highlighting column C for one or more price categories, using the Control or Shift keys to select multiple items.
- New! You can now break out schedules of equipment for a multi-site solution contained within a SINGLE quote file by clicking the Break out by Element Name option on the schedule of equipment and services dialog box. This means that you can import a multi-site configuration into a SINGLE quote file (by UNchecking the “import selected elements to separate quote files”) and generate an output that breaks out each site (i.e., Element Name) into separate schedules of equipment and services. Please note, however, that depending on your company’s setup, it may not be as accurate to use a single quote file approach for a multi-site solution. For example, if your setup auto-configures a rack based on the number of rack slots required, SDA would assume that all of the rack-mountable items are co-located, resulting in perhaps only ONE rack being configured for all sites, rather than one rack per site. Please contact your administrator to determine if it is accurate to use this new option, or if adjustments can be made so that future configurations will be accurate using this option.
ARCHITECT MANAGER CHANGES
- With the new “Break out by Element Name” option outlined above, you may want to make adjustments to your configuration formulas so that calculations are accurate when multiple sites (i.e., elements) are present in a single quote file. Also, when this option is used, some non-imported, tab-based items might not be associated with an ElementName by default. When the output is created, a box will pop up asking the user if they want to assign one of the existing ElementNames (from the quote file) to the items that have a blank ElementName. To minimize this pop-up, you (as an administrator) can set up your tabs to assign ElementNames to tab-based items in one of two ways…
- Add an “ElementName” named range to a tab. When this named range is present, the value entered into that cell will be used as the Element Name for all items on the tab.
- Use column AW to enter ElementName line by line.
- Administrators can define how the Site/ElementName row should look on the schedule of equipment and services by setting up an “ElementName” style in Sched.xlt in the Forms folder. This works similarly to the way you can define how the product category rows look on the schedule of equipment and services by setting up a “ProductCat” style in Sched.xlt.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 12 added
Added the following parts including associated labor, engineering information and document sections:
- 3 parts for Meeting Exchange
- 3 parts for Scopia XT4300
- 2 IP Phone 9641GS parts
- 3 ONE-X Mobile parts
Document Sections
Created Avaya Scopia xt4300 document section
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 1 added
Added MiCC Campaign Manager System Admin part (53003647) part including engineering information
Document Sections
Created MiCC Campaign Manager System Administration (which is an add-on) to Mitel Phone Manager.
Revised the following Mitel Phone document sections 5320e, 5320, 5330e, 5340e and 5360, to differentiate between Mitel MiVoice Business and Mitel MiVoice Office features.
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 5 added
Added the following parts, including associated labor, engineering information and document sections:
- SV93 UM8K Hospitality Site License part (9310794)
- SV95 R120E-2M Server Business BDL part (9529011)
- SV95 R120E-2M Server ESX only BDL part (9529013)
- ITX-7PUC-TEL UT880 Terminal part (650012)
- SPA-16OTBEB-A part (9524003)
Document Sections
Created UT880 Terminal document section
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 3 added
Added 2 ShoreTel CC-ECC Server licenses (30069) and (30063) parts. Also Software Update Converged Conferencing to Virtual Service Appliance part (60168).
MANUFACTURER CONTENT CHANGES – TOSHIBA
Document Sections
- Revised IPedge Application Server document section to display Voicemail users and updated capabilities.
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
NEW – Summit version 2.0!!
New Parts – 20 added
Added Summit version 2.0 parts including IPCR Licenses, UCS Licenses (premium and standard), and Vertical Edge 9000 IP phones/consoles.
Document Sections
Revised the Summit Document Section to incorporate version 2.0 changes.
Created 4 new Vertical Edge 9000 Series document sections; 9000 5-Button, 9000 10-Button, 9000 24-Button and IP Consoles.
MANUFACTURER CONTENT for ZULTYS
New Parts – 1 added
Added ZIP 36G Phone (90-0936G) part.
Document Sections
Created ZIP 36G Phone document section.
March 2015 Updates
SalesDoc Architect Version: 15.030
SalesDoc Architect Release Date: March 26, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.030, or the 3rd month of 2015).
END-USER APPLICATION CHANGES
- Users are now offered the option to generate a PDF “draft” for outputs that are stopped by workflow (such as when approvals are required). If the user clicks “Yes”, then a PDF with a “DRAFT” watermark will be generated.
- A new confirmation box now pops up at the end of the multi-site import process indicating how many quote files were created and where the quote files were saved.
- Added functionality to reduce/eliminate Excel 2013 lockups due to large-scale output operations.
ARCHITECT MANAGER CHANGES
- Added ability to designate Word and Excel outputs as PDF outputs. To do so, go into the outputs.xls file and put a “Y” in column H, which is the “PDF” indicator column (please note that you’ll have to close and re-open SDA so that the menu system is regenerated). Please contact us if you wish to add PDF output capabilities to any custom outputs that we might have set up for you.
- Fixed errors that occurred when running merges for multiple manufacturers from within Architect Manager.
- The setup files (for new user installations) have been regenerated, including functionality for easier new user installation.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 12 added
Added IP Office Contact Center (IPOCC) License parts and IP Office R620 Server for IPOCC 9.1, including related proposal doc sections.
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 9 added
Added parts under the following areas including associated labor, engineering and proposal doc information:
- MiVoice Call Recording Base Pack and MiVoice Call Recording Archive System License.
- Mitel Phone Manager Migration Kit, Outlook User Packs and Softphone Add-ons.
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 12 added
Added the following parts including associated labor, engineering information and document sections:
- SV93 Remote Link Migration Kit part (63022)
- SV93 SIP Dual CPU (64) Plus Package part (630040)
- SV93 SIP Dual CPU (128) Plus Package part (630041)
- GCD-In Server II (R) part (645077)
- And 8 other Misc. parts
Document Sections
Added User Licensing information to the UNIVERGE SV9100, SV9300 and SV9500 proposal document sections.
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 1 added
Added ShoreTel Dock (Apple Lightning) part (10492) including document section
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 8 added
- Added 6 parts for IPedge Virtual R220 EC Class Server including document section
- Added 2 Gateway Parts (4212924L1) and (4242924L1) including document sections
Document Sections
Created a proposal document section for the following:
- Adtran Total Access 924e (Multi-T1 IP Business Gateway)
- Adtran Total Access 924 (IP Business Gateway)
- IPedge Virtual R220 EC Class Server
Added IPMobility content to IPedge document sections.
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
Coming Soon – Summit version 2.0!!
- Vertical Communications content is up-to-date (last updated on 12/19/2014)
MANUFACTURER CONTENT for ZULTYS
- Zultys content is up-to-date (last updated on 11/01/2014)
February 2015 Updates
SalesDoc Architect Version: 15.020
SalesDoc Architect Release Date: February 26, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.020, or the 2nd month of 2015).
END-USER APPLICATION CHANGES
- New! Added a “Show MSRP in Subtotals” option to the pricing schedule dialog that allows you to also show MSRP with the subtotals by equipment/services and/or by product category.
- The multi-site import process (when importing files from configurators that incorporate multi-site information) has been streamlined to reduce the number of user pop-ups.
MANUFACTURER CONTENT CHANGES – AVAYA
The Avaya EC import has been updated to incorporate service terms in pricing by multiplying the quantity by the number of service term months.
Document Sections
Reformatted all document sections for consistency throughout proposal.
MANUFACTURER CONTENT CHANGES – MITEL
- Pricing for several parts have been updated.
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 37 added
Added parts under the following areas including associated labor and engineering information:
- SV9X UM Port parts
- SV9X UMH Ports parts
- SV93 Migration parts
- Other Misc. parts
Document Sections
Revised the UNIVERGE SV9300 and SV9500 document sections
MANUFACTURER CONTENT CHANGES – SHORETEL
The ShoreTel QMS import has been modified to deal with the updated QMS tool that is generating export files with numeric columns formatted as text.
- ShoreTel content is up-to-date (last updated on 1/29/2015)
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 1 added
Added CTX28 4-port Voice Mail PCB part (GVMU3A)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
- Vertical Communications content is up-to-date (last updated on 12/18/2014)
MANUFACTURER CONTENT for ZULTYS
- Zultys content is up-to-date (last updated on 12/28/2014)
January 2015 Updates
SalesDoc Architect Version: 15.010
SalesDoc Architect Release Date: January 29, 2015
UPDATED: we have recently changed the software versioning approach so that it reflects the year and month of the release (15.010, or the 1st month of 2015).
END-USER APPLICATION CHANGES
- New! Added “Allocate system discount to equipment price categories” goal seek option that allocates system discount dollars proportionately against the margin dollars in the selected equipment PriceCats that are adjustable/unprotected. If no PriceCats are specifically selected, then it allocates against ALL adjustable/unprotected equipment PriceCats.
ARCHITECT MANAGER CHANGES
- New! Added “ExcludeServices” Output Parameter that deletes all services rows on an Excel form output. Whereas the “ShowEquipListOnly” parameter deletes services rows and all items with negative sell pricing (discounts, rebates, etc.) – which is appropriate for generating something like an equipment list – the “ExcludeServices” parameter can be entered into column F of the outputs.xls file to only delete services rows.
- New setup files have been generated.
MANUFACTURER CONTENT CHANGES – AVAYA
- Update! The Avaya EC import function has been updated to capture the promotion expiration date from the import file and place it into a range named “ECPromoExpiryDate” (NOTE: your Architect Manager will need to add this as an unprotected cell on one of your quote tabs, and can use this cell for other purposes, such as a workflow rule that prevents outputs if the promotion is expired).
- Corrected 25 part descriptions.
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 8 added
Added the following parts including associated labor and engineering information:
- 2 StreamLine parts (50006644 and 50006601)
- 4 OIG user license parts
Added part notes to several MiVoice Office bundles and changed the ProductCat for 4 of these parts to Mitel MiVoice Office System.
Document Sections
- Revised MiVoice conference phones, 5304 and 5320 proposal doc sections.
- Removed MitelProp – YourAsst doc section, as it was corrupted in the database.
- Revised the About Mitel document section by inserting widow/orphan control for all elements of the Quadrants graphic so that all elements appear together on one page.
Other
- Added the following new itemcats:
- ConsolePC
- T1Module
- VMPorts
- Fixed 46 parts which were missing a vendor discount category.
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 34 added
Added SV9X UM Subscriber parts and other misc. parts including associated labor and engineering information.
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 2 added
Added the following parts including associated labor and engineering:
- Base IPO30D DECT phone (Add-on) part number (10387)
- Small Business Edition, 100 Authorization License part number (10475)
MANUFACTURER CONTENT CHANGES – TOSHIBA
Updated! Modified Toshiba import function so that all parts containing “SPC” in the part number are treated as “net priced” items, meaning they are non-discountable to the dealer.
New Parts – 15 added
Added 15 EC/ACD, EP/ACD and EM/ACD parts for the IPedge Virtual Server (RAID 1 and RAID 5)
Document Sections
- Revised the IPedge ACD document section to incorporate changes for the IPedge Virtual Server
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
- Vertical Communications content is up-to-date (last updated on 12/19/2014)
MANUFACTURER CONTENT CHANGES – ZULTYS
- Zultys content is up-to-date (last updated on 10/31/2014)