Articles
WeSuite Docusign Windows Security Prompt
Steps to fix-
In IIS, right-click Docusign site and select Explore.
Right-click on the Views folder and select the Security tab
Verify USERS group is in list. If not navigate to directory inetpub>wwwroot>Right click on DocuSi...
Error When Importing Job from WeSuite to Sedona Office – Invalid Object Name ‘acc_CostCategoryMapping.’
Sedona Office Job Queue – WeSuite Jobs
If you receive the Error Message: Invalid Object Name ‘acc_CostCategoryMapping’ when creating a Job in Sedona Office that was imported from WeSuite, the Job Details will not be imported.
...
For Internal Testing - Creating Change Orders in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. Once a Job has been imported from WeSuite and created in Sedona, you have the ability to create a Change Or...
How to Find the Secret Key for WeSuite - Internal
Issue:
Customer asks for Secret Key for WeSuite integration.
Resolution:
To locate the Secret Key for WeSuite integration, go to:
Octopus Deploy.
Locate the customer in Projects or Dashboard.
Click on the c...
For Internal Testing - Deleting Job Notes in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. When creating a Job in WeSuite, you have the option to add a Note to the Job. You also have the option to D...
Removing a Change Order from the WeSuite Import Queue
On occasion a Change Order needs to be reset in WeSuite due to the Change Order not importing correctly, the information is not correct, or it was added manually to the Job in Sedona.
Change Orders appear in Red in the WeSuite Import Queu...
For Internal Testing - How to Add a Job Note in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. When creating a Job in WeSuite, you have the option to add a Note to the Job.
WeSuite
Once the Qu...
Set Default_Note_Access_Level for Jobs from WeSuite
Issue:
Notes that are imported on jobs from WeSuite have a default access level. If this needs to be changed, the setup table will need to be updated.
select * from SY_WeSuite_Setup
Resolution:
The settings need to be change...
For Internal Testing - How to Change Customer on a Quote in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation.
Open the Job in WeSuite
Click on the “Customer Information Tab”
Click on “Change Customer” butt...
For Internal Testing - How to Move an Archived Job to Current in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. In WeSuite, you can move an Archived Job back to “Current” Status
WeSuite
In WeSuite select the “...
For Internal Testing - How to Remove a Part in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. WeSuite
Select the Folder that contains the Part that needs to be Removed.
Select the “Equ...
For Internal Testing - Resetting WeSuite Estimates for Import into SedonaOffice
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 i...
SedonaOffice WeSuite Integrations
Here, you will find all of the current information about WeSuite and how it integrates with SedonaOffice.
Below is the main section to get everything set up from a development perspective. For non-development information regarding WeSuite, ...
For Internal Testing - Where to add a PO in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. If a Purchase Order Number is required for a Job, you can enter it when creating the Quote in WeSuite.
...
For Internal Testing - How To Change the Order of Folders in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. If an estimate in WeSuite has multiple folders created, you have the ability to change the order of t...
For Internal Testing - How To Delete a Folder in WeSuite
This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation. WeSuite Open the Job in WeSuite. The folders are listed on the Right Side of the Screen. ...
What WeSuite Integration Is
The intention of the WeSuite integration is to allow customers to setup quotes in WeSuite, and then import those into SedonaOffice as jobs and new customers (or new jobs for existing customers).
If a customer requests WeSuite integration they s...
WeSuite Setup Fields
Located at the very top of Sedona under Tools – WeSuite. This should be completed by the time the customer reaches support, and support should not need to edit this.
Common WeSuite Questions –
The WeSuite setup is missing – Che...
WeSuite Import Queue
To import a job from WeSuite open the job queue and click the WeSuite button at the top. You will be presented with a list of quotes that are available for import. Highlight the job you need and click create. You will first be asked if the job is fo...
What Imports From WeSuite
What imports from WeSuite:
Customer info if a new customer is being created, including address and contacts.
Job Number (a -2 at the end indicates more than one job or system tied to the quote in WeSuite)
Job Type
Description (J...
WeSuite 'Roll Up' Feature
In WeSuite users have the option to select actual SedonaOffice items, and roll them up into a single item on their quote. There is no item in SedonaOffice that is the equivalent of this ‘rolled up’ item In WeSuite. SedonaOffice, therefore, imports ...
WeSuite and Custom Job Costing Buckets
The custom job costing buckets were added after the integration was written and the integration has not been updated to accommodate them. Costs sent to custom buckets in WeSuite will imported into the ‘Other’ cost estimate bucket in SedonaOffice. ...
Importing Change Orders from WeSuite
To import a change order from WeSuite open the job in SedonaOffice, go to Tools and select Add Change Order, click the WeSuite button near the bottom left. Any available change orders from WeSuite will appear for import.
Negative change...
Trouble Importing Change Orders from WeSuite
Internal -
Common problems importing change orders:
A change order is not appearing, or it is appearing, but errors when you try to import it. - Have the customer open the job in Sedona and also open the quote in WeSuite and compare th...
WeSuite and SedonaOffice - Job Not Appearing for Import
Either the job has not been set for accounting import in WeSuite, or a required item on the quote is invalid.
Check the job type, and system type on the quote to make sure they exist and are active in SedonaOffice.
How to Copy and Paste a Job in WeSuite
This article is for internal use, to assist support reps testing WeSuite. Customers should see WeSuite help documentation for WeSuite assistance.
When creating a new Job in WeSuite you have the option to Copy an existing Job and Pasting i...
How to Get Rid of WeSuite Jobs Showing Available for Import that Should Not Be
Once a job is marked for Accounting Import in WeSuite it appears in the SedonaOffice Import Queue.
If one of these jobs should not be imported for whatever reason, there is no way in SedonaOffice to remove it from the import queue.
Instead...
Common Causes for Errors Importing Jobs from WeSuite
If you receive an error importing a job from WeSuite with no obvious cause, verify these items:
Confirm the job type listed on the quote in WeSuite exists and is active in the SedonaOffice setup tables.
Confirm the system type listed on...
WeSuite Items/Parts Won't Import
While importing from WeSuite to SedonaOffice if you encounter an error that items/parts cannot be imported, or if the import goes through without error, but then the items/parts do not appear on the resulting job, this means those items/parts have n...
The Wrong Part Imported from Wesuite
When the part on the quote in WeSuite does not match the part that was imported into the job in SedonaOffice, this is due to the original part having been typed over in WeSuite.
The steps that lead to this scenario are -
Part A is add...
Inactive Items/Parts Imported from WeSuite
If an item or part is inactive in SedonaOffice, and the information between SedonaOffice and WeSuite has been refreshed, then the inactive item/part will not be available for selection in WeSuite.
However, customers have the ability to copy an...
How to Set Up the Integration between SedonaOffice and WeSuite
WeSuite
Go Tools and Program Options.
Enter the information for each field. This information comes from the Sedona SQL Server.
Sedona Office
Go to Tools and select WeSuite Setup.
Enter the informati...
How to Add a WeSuite Change Order to a Job Imported from WeSuite
*** A Change Order cannot include both a Positive and a Negative Change because the information will not import correctly. The Change Order must either be Negative or Positive. Sedona Office Job Queue
Create the Change Order under...
In_Process flag SS_Setup_Module for WeSuite (Internal)
Issue:
(Internal)
Customers are switching from QuoteWerks to WeSuite, but the Setup does not show in SedonaOffice.
Resolution:
There is a column in the SS_Setup_Modules that needs to be updated.
Each customer has differe...