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Gary Harrison shared a video in group. 1 week ago

19 Reasons Why Unified Solutions Are Better For...

19 Reasons Why Unified Solutions Are Better For B2B eCommerce...

Gary Harrison replied to the topic 'Upgrade still not completed after 15 months' in the forum. 3 weeks ago

Oh my. Let me check around and reply back this afternoon...

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Alison created a new topic ' Upgrade still not completed after 15 months' in the forum. 3 weeks ago

We have tried to move from version 14 to 19 since November 2017.
The first "Connected Business Partner" Netsam.
- Provided Requirements to CB partner
- CB Partner agreed on requirements and said its possible to deliver
- CB Partner took 9 months to show proof of concept which did not meet the requirements
- When attempted to communicate was slow to response
- Spent $13,000 CAD
- Did not respond when requesting for refund no reply or communication

Second "Connected Business Partner" - Jamie from Connected Business Canada with Alan from BSS (UK)
- CB Partner promised 6 week timeline
- CB Partner agreed on requirements and said its possible to deliver
- CB Partner showed initial concept only 6 weeks later (2 months ago) and were shown requirements again, no further website concept since
- It appears to take weeks for “appointment” to discuss project status.
- Spent $7500 CDN

$20,500 CDN and 15 months later it appears we are no further ahead. CB14 is long since supported and we face daily issues and crashes.

Our website is quite simple - not true eCommerce and an ordering system only.

Is there something we are doing wrong or is this typical when moving between versions?

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Jacob created a new topic ' Custom Searches' in the forum. 3 weeks ago

Hello,

There are a few Custom searches that we are trying to set up so that we can change what is shown to our users when they are, for example, searching Customer Orders. In this example we want to show additional information from a related custom table, that is in the join. I have spent some time in the Search Manager and managed to construct a new search from a custom view within the system, and I also managed to get that view to show as on option in Find Customer Order. All the information displays how I would expect it to, however when you click an order, the form opens as a new sales order, rather than Sales Order details. No errors are returned, just the New Sales order form. Is this the correct approach for what I am looking to do? If so, how do I get the search to open a Sales Order Detail form instead of a New Sales Order form?

The following are the two views, the original one used for finding a sales order, and our custom one.

CustomerSalesOrderSearchListView (Original)
SELECT SO.SalesOrderCode,
SO.BillToCode AS CustomerCode,
SO.BillToName AS CustomerName,
SO.ShipToName AS ShipToName,
SO.SalesOrderDate AS [Date],
SO.POCode AS CustomerPO,
SO.SalesRepOrderCode AS Ref2,
WF.Stage,
SO.TotalRate AS Total,
SO.CurrencyCode AS Currency,
SO.IsPrinted,
SO.UserCreated,
SO.Type,
SO.IsProcessed,
SO.IsVoided,
SO.CBNState ,
ISNULL(SO.IsPriority,0) AS [Priority],
W.WarehouseDescription
FROM CustomerSalesOrder SO INNER JOIN
( SELECT SalesOrderCode,
CASE WHEN COUNT(*) > 1 THEN 'Multiple' ELSE MIN(Stage) END AS Stage
FROM CustomerSalesOrderWorkflow
GROUP BY
SalesOrderCode) WF ON SO.SalesOrderCode = WF.SalesOrderCode
INNER JOIN InventoryWarehouse W ON SO.WarehouseCode = W.WarehouseCode
WHERE SO.Type = 'Sales Order' OR SO.Type = 'Back Order'

CustomerSalesOrderSearchListViewSHG_C (Custom)
SELECT
SO.SalesOrderCode,
SO.BillToCode AS CustomerCode,
SO.BillToName AS CustomerName,
SO.ShipToName AS ShipToName,
SO.ShipToCode AS ShipToCode,
SO.SalesOrderDate AS [Date],
SO.POCode AS CustomerPO,
SO.SalesRepOrderCode AS Ref2,
WF.Stage,
SO.TotalRate AS Total,
SO.CurrencyCode AS Currency,
SO.IsPrinted,
SO.UserCreated,
SO.Type,
SO.IsProcessed,
SO.IsVoided,
SO.CBNState ,
SO.WarehouseCode,
ISNULL(SO.IsPriority,0) AS [Priority],
W.WarehouseDescription,
CAST(DIFOT.MPXJobID_C AS INT) AS MPXJobId
FROM CustomerSalesOrder SO INNER JOIN
( SELECT SalesOrderCode,
CASE WHEN COUNT(*) > 1 THEN 'Multiple' ELSE MIN(Stage) END AS Stage
FROM CustomerSalesOrderWorkflow
GROUP BY
SalesOrderCode) WF ON SO.SalesOrderCode = WF.SalesOrderCode
INNER JOIN InventoryWarehouse W ON SO.WarehouseCode = W.WarehouseCode
LEFT JOIN CustomerSalesOrderDIFOT_C DIFOT ON SO.SalesOrderCode = DIFOT.SalesOrderCode_C
WHERE SO.Type = 'Sales Order' OR SO.Type = 'Back Order'
All changes have been made in the client.

The view works perfectly fine, it is just that clicking on a record opens a New Sales order.

The Form it is targeting was SalesOrderForm and the Accessibility Action is CustomerFindOrder.

As far as I understand that should open the form with the details of the record that is selected. I could not find anywhere to set a condition along the lines of "where SalesOrderCode = [clickedSalesOrderCode]"

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Michelle replied to the topic 'Community Edition 18 or 19' in the forum. 1 month ago

Hi Nancy,

Thank you for your interest in the application. We highly suggest to download the latest version, Connected Business 19 as previous issues or bugs are mostly addressed in the current version. Hope this helps. Thank you.

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Michelle replied to the topic 'Community Edition Version 18 or 19' in the forum. 1 month ago

Hi Nancy,

We highly suggest to download the latest version of Community Edition (CB 19). CB 18 is a version lower. You may see in the list of blogs connectedbusiness.com/blog.aspx to what have been fixed, changed or added. Thank you.

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Nancy LaPlace created a new topic ' Community Edition Version 18 or 19' in the forum. 1 month ago

What is the difference in the 2 versions and how do I determine which I should download? Thanks.

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Brian Hassett created a new topic ' QUESTION ON DEVELOPMENT FOR EXTERNAL APPLICATIONS' in the forum. 1 month ago

Hey all, we have a question from our local development resource who is planning on building us a custom application for us that would work with CB.

"Can you create a ticket to CB and ask them if they support RESTlet or Web Services integration from external Applications? If yes, can they provide a documentation on how we can use them?"

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Nancy LaPlace created a new topic ' Community Edition 18 or 19' in the forum. 1 month ago

How do I determine which version to download?

Thank you!

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JRConrado Garcia replied to the topic 'Upgradig from V15' in the forum. 3 months ago

Hi @maywula

We always recommend to get the most recent released version of Connected Business as this ensures that the application is much stable than its previous version and lots of additional features. Is there anything that we can assist you with to expedite the system setup you are referring to? Please don't hesitate to contact our team and we will be more than happy to assist you

Thanks

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Michelle replied to the topic 'POS and Web Browser' in the forum. 3 months ago

Hi Naylard,

Yes, this should be addressed in the current version Connected Sale Desktop App (CB 19). Transactions can now be printed without requiring Connected Sale Printer Applet. Thank you.

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Gary Harrison shared a video in group. 3 months ago

- Los Angeles, CA

Connected Business And Anvizant Team Up To Bring...

Connected Business And Anvizant Team Up To Bring Advanced Data Analytics To Connected Business

Nathaniel Aylard created a new topic ' POS and Web Browser' in the forum. 3 months ago

In 18.2 we are using an older version of firefox so the java applets work fine like printing, etc. Was wondering if this was resolved for V19 so we can use another/updated browser or is that still in the works? Looking to update our system soon...

Thanks

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Nathaniel Aylard has liked a Video 4 months ago

Getting Started with Plugins

David Froelich and Nathaniel Aylard have commented on Gary Harrison's video 3 months ago

Do we need all control library's WinForms, WPF and .net? or just Winforms? Will you be upgrading yours to be supported by new versions of...

Getting Started with Plugins

Michelle replied to the topic 'Sales Tax' in the forum. 4 months ago

Hi,

You may go to vimeo.com/connectedbusiness to see more of our videos:

If you are looking into Sales Tax Compliance, you may check :
Navigating Sales Tax Compliance
vimeo.com/297017876

Or, if you want to check the entire webinar last July, you can check Version 19 Webinar vimeo.com/279931722 .

You may also check our Release Notes for Connected Business 19 for what has been fixed, enhanced or added in this version

Release Notes for Connected Business 19
connectedbusiness.com/b-release-notes-fo...ted-business-19.aspx

Release Notes for Connected Business 19 Build 6840
connectedbusiness.com/b-release-notes-fo...s-19-build-6840.aspx

Release Notes for Connected Business 19 Build 6875
connectedbusiness.com/b-release-notes-fo...s-19-build-6875.aspx

Hope these help. Thank you.

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David Froelich created a new topic ' Sales Tax' in the forum. 4 months ago

I missed the Webinar in June on the Sales tax and TaxJar. Is there any new developments or is the webinar available to view

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ilyas created a new topic ' Multiple bills on a single GRN.' in the forum. 4 months ago

I have recently implemented a 10 user CB system but I didn't realise that CB doesn't allow multiple bills against a single GRN. This is a common practice in general and specifically with this client.

What can we do to facilitate this client as they are not happy with this situation.

I have another 40 user system I am working on which hasn't gone live yet but they will have the same issue.

Please advise urgently.

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Ramil Domingo replied to the topic 'Alert User Plugin?' in the forum. 5 months ago

I am not aware of any plugins but let's wait for the other members to chime in.

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