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...

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.

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 ...

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...

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...

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...

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...

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...

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...

Sedona Office Job Queue Create the Change Order under the correct Job in WeSuite and import into Sedona Office. In Sedona Office, Open the Job Queue and click the WeSuite Icon and confirm the Change Order is listed.   The Change Order...

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...

WeSuite When adding the same Part to multiple Folders within an Estimate in WeSuite, in order to have that Part(s) show the correct Quantities when imported into Sedona and also on a PO for the Job, you will need to use the “Device Location” ...

When a Part is added to an Estimate in WeSuite, the “Unit Cost” defaults to the “Standard Cost” of that Part in Sedona Office, which is located on the Warehouse Tab of the Part Edit Screen.   SedonaOffice       WeSuite The...

On occasion, a Job or Change Order may need to be Reset in WeSuite due to the Job or Change Order not importing correctly, the information is not correct, or it was added manually to the Job in Sedona.   Jobs appear in Black and Change Orders appe...

SedonaOffice Before setting up the Invoice Items in SedonaOffice Setup you first need to set up the Job Expense Types because Each Invoice Item is linked to a Job Cost Type (Job Expense Type)   Job Expense Types: Job Expense Types are used t...