This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation.
Resetting WeSuite Estimates for Import into SedonaOffice
On occasion, changes need to be made to estimates in WeSuite after they have already been marked for import into SedonaOffice. When this happens the import needs to be reset. How it is reset will depend on whether the estimate is still pending in the SedonaOffice import queue, or has already been imported as a job.
Resetting Estimates that Still Appear in the Import Queue
In WeSuite
Go to WeSuite and open the estimate that needs to be corrected.
Select the “Accounting” Tab and Select “Reset”
- Any record that has been imported into the WeSuite Queue in SedonaOffice will be removed.
- Any Estimate that has already been imported and the Job has been created will need to be removed with a Sales Reversal within the Job.
- If this Job is re-imported it will be a New Job with a New Job Number.
Do you want to continue? Yes.
Another pop-up will appear letting you know that All Estimate screens within WeSuite will need to be closed. Re-open the Estimate through the dashboard.
Click Ok.
This process will remove the Estimate from the WeSuite Queue in Sedona Office.
Re-open the Estimate in WeSuite and make the necessary changes.
When you are ready to Import the Estimate go to the “Accounting” Tab and select “Start (Prepare Import)” and complete the normal Import process to Sedona Office.
Resetting Estimates that have already been Imported as a Job
In WeSuite
Go to WeSuite and open the Estimate that needs to be corrected.
Select the “Accounting” Tab and Select “Reset”
A pop-up will appear letting you know 3 things:
- Any record that has been imported into the WeSuite Queue in SedonaOffice will be removed.
- Any Estimate that has already been imported and the Job has been created will need to be removed with a Sales Reversal within the Job.
- If this Job is re-imported it will be a New Job with a New Job Number.
Do you want to continue? Yes.
Another pop-up
will appear letting you know that All Estimate screens within WeSuite will need to be closed. Re-open the Estimate through the dashboard.
Click Ok.
In Sedona Office
Once the “Reset” has been performed in WeSuite, locate the Job that was created from that Estimate in Sedona Office. Go to the “Work Order” tab and select “Sales Reversal” and complete the Reversal Process.
In WeSuite
Re-open the Estimate in WeSuite and make the necessary changes.
When you are ready to Import the Estimate go to the “Accounting” Tab and select “Start (Prepare Import)” and complete the normal Import process to Sedona Office.
When this Job is re-imported into Sedona Office it will be a New Job with a New Job Number.
