1.84 (January 5, 2022)
– Fixed bug with salutation.
1.83 (December 14, 2021)
– Added ability to generate documents with specific letterhead. For more information, read this article .
1.82 (December 10, 2021)
– Added feature to synchronize dunning level.
The corresponding field is “Dunning Level” (cwharf_sevdesk__Dunning_Level__c) and it is placed on “Order” object.
1.81 (October 31, 2021)
– Fixed bug with parallel generation of documents
1.80 (September 30, 2021)
– Fixed small bug with syncing of invoice due date
1.77 – 1.79 (September 15, 2021)
– Fixed internal package issues
1.76 (September 15, 2021)
– Added synchronization of cost centers. The corresponding new object is “sevDesk Cost Center”. Each order can be related with a specific cost center via a new “Cost Center” (cwharf_sevdesk__Cost_Center__c) field.
– Added synchronization of invoice/credit note paid amount. The corresponding fields are “Paid Amount” (cwharf_sevdesk__Paid_Amount__c) and “Open Amount” (cwharf_sevdesk__Open_Amount__c).
1.75 (August 12, 2021)
– Added synchronization of “Academic Title”. The corresponding field is “Academic Title” (cwharf_sevdesk__Academic_Title__c) and it is placed on “Account” / “Contact” objects.
1.74 (July 26, 2021)
– Added changes with formatting of numbers during documents generation
– Added ability to sort products in “Product Editor” component
– Added adjustments with “Product Editor” internal processes
1.73 (July 08, 2021)
– Fixed internal process with synchronization of account/contact salutation
1.72 (July 06, 2021)
– Added feature to specify field placeholders for header/footer texts. The placeholder format is [#field_api_name#]. For example, “Order” object has “Order Number” field (API name is “OrderNumber”). The corresponding placeholder looks the following way:
[#OrderNumber#]
– You can also show information from the related record. For example, “Order” object has “Account” field. The following placeholder can be used to show related account’ name:
[#Account.Name#]
1.71 (July 04, 2021)
– Internal package changes
1.70 (June 19, 2021)
– Added adaptation of „Product Editor“ and „Text Template“ components for use in communities
1.69 (May 16, 2021)
– Internal package changes
1.68 (May 16, 2021)
– Internal package changes
1.67 (May 16, 2021)
– Internal package changes
1.66 (May 11, 2021)
– Fixed small issues with credit note synchronization
1.65 (February 26, 2021)
– Added feature to specify custom product names. The corresponding field is „Custom Product Name“ (cwharf_sevdesk__Custom_Product_Name__c) and it is placed on Quote / Order/ Opportunity Line Items.
– Added new field inside „Product Editor“ component. This field is shown when sevDesk Setup -> Additional settings -> Use custom product name option is enabled.
1.64 (February 19, 2021)
– Added new checkbox field on Price Book object. The field is named „Is Gross“ (cwharf_sevdesk__Is_Gross__c)
– Field „Is Gross Amount“ (cwharf_sevdesk__Is_Gross_Amount__c) is marked as deprecated
1.63 (January 15, 2021)
– Fixed bug with invoice numbers when generating invoice documents asynchronously
– Changed calculation of prices when gross mode is enabled
1.62 (January 13, 2021)
– Renamed lightning components names
1.61 (January 05, 2021)
– Fixed issue with cancelling of paid invoice
1.60 (January 04, 2021)
– Fixed issue with payment status synchronization
1.59 (December 26, 2020)
– Added multiselect feature for Product Editor
– Added new checkbox field which applies the Net/Gross mode to the record. Field supports the following objects:
- Order Confirmation
- Delivery Note
- Invoice
- Credit Note
- Quote
Field name – Is Gross Amount (cwharf_sevdesk__Is_Gross_Amount__c)
– Added feature to synchronize Debitor/Creditor number from Account.
Field name – Debitor/Creditor Number (cwharf_sevdesk__Debitor_Creditor_Number__c)
– Old buttons for sending Order and Opportunity to sevDesk were set as deprecated
1.58 (December 16, 2020)
– Fixed bug with number sequence for Invoices and Credit Notes
1.57 (December 15, 2020)
– Added a few changes to the partial invoicing wizard component
– Fixed small bugs in partial invoicing wizard
1.56 (December 15, 2020)
– Product Editor: added predefining of product description
– Added validations for partial invoicing process
1.55 (December 14, 2020)
– Fixed issue with multicurrency
1.54 (December 14, 2020)
– Changed link in purchase banner which leads to the purchasing guide
– Added new UI Component – Product Editor
– Added new UI Component – Template Editor
– Added new feature for partial invoicing
– Syncing of Order Confirmation, Delivery Note and Quote was moved to Factory API
1.53 (October 19, 2020)
– Fixed issue with rendering the trial banner when license is active
– Changed salutation from „Herr“ to „Herrn„
1.52 (October 12, 2020)
– Added feature to synchronize the Product number from Salesforce to sevDesk
– Added syncing of Quote Line Items in the sort order applied in Salesforce
1.51 (October 07, 2020)
– Added feature to synchronize the numbers from Salesforce to sevDesk of the following objects:
- Order Confirmation
- Delivery Note
- Invoice
- Credit Note
- Quote
1.50 (September 23, 2020)
– Fixed issue with syncing incorrect contact while syncing the records with Shipping Address
1.49 (August 20, 2020)
– Fixed issue with global sevDesk sender component
1.48 (August 20, 2020)
– Added support of Quote object in global sevDesk sender component
1.47 (July 21, 2020)
– Added feature to synchronize payment status of Invoices / Credit Notes
– Added feature to synchronize Global Discounts / Surcharges
1.46 (July 07, 2020)
– Added support of „Minderleistung“ option in Credit Note Category
– Added new field „Invoice (Reference ID)“
1.45 (July 01, 2020)
– Added feature to synchronize Quote Line Items as optional
1.44 (May 13, 2020)
– Improving error handling
1.43 (May 12, 2020)
– Internal package changes
1.42 (May 11, 2020)
– Added feature to bulk sync records.
– Added feature to generate PDF documents with predefined sevDesk template.
1.41 (April 17, 2020)
– Fixed a bug with syncing record numbers to sevDesk.
1.40 (April 13, 2020)
– Added feature to synchronize custom sales tax rules.
1.39 (March 31, 2020)
– Fixed a problem with sending of records to sevDesk due to sevDesk API update.
1.38 (March 28, 2020)
– Added sending of Salutation (Eng, Deu) of Person Accounts in Quote, Order Confirmation, Delivery Note, Invoice, Credit Note address description for the following buttons:
– Create Quote (on Quote)
– Create Order Confirmation (on Order)
– Create Delivery Note (on Order)
– Create Invoice (on Order)
– Create Credit Note (on Order)
– Fixed a problem: „Due Date“ field was not sent to sevDesk when it was blank. Therefore, this field was not updated in sevDesk.
1.37 (March 16, 2020)
– Added package support for the Quote object.
– Added support of Approval Process for all objects supported by the package.
– ‚Scheme settings‘ in sevDesk Setup page is replaced with ‚Objects settings‘.
– Added the following objects Sync Modes:
- Generate PDF in both sevDesk and Salesforce
- Generate PDF in both sevDesk and Salesforce after approval
- Synchronize record to sevDesk as Draft without PDF generation
These sync modes are supported by the following objects:
- Quote
- Order Confirmation
- Delivery Note
- Invoice
- Invoice Cancellation
- Credit Note
– Removed „Order number sync settings“ from sevDesk Application Setup page.
– Added Lightning Component for Approval Request object which allows to preview a record submitted for approval.
1.36 (February 18, 2020)
Fixed a problem with the access to Custom Settings.
Fixed a problem with „Please Wait“ screen in PDF Viewer for the following buttons:
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
- Create Credit Note (on Order)
1.35 (February 07, 2020)
Added support of State and Country Picklists. If State and Country Picklists is enabled, integration uses country codes to match Salesforce and sevDesk countries.
1.34 (February 06, 2020)
Added a new field „sevDesk Contact Person Id“ (cwharf_sevdesk__Contact_Person__c) on Order that is connected to a sevDesk „Internal contact person“ field
Fixed a problem with number sequence.
Changes are applied to the following buttons:
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
- Create Credit Note (on Order)
1.33 (February 05, 2020)
Added sending of Salutation (Eng, Deu) in Order, Invoice, Delivery Note, Credit Note address description for the following buttons:
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
- Create Credit Note (on Order)
1.32 (February 05, 2020)
Fixed a problem with double GU prefix in Credit Notes.
Fixed a problem with „Tax reference“ and „Sales Tax ID“ transfer for the following button:
- Create Credit Note (on Order)
1.31 (January 31, 2020)
Fixed a problem: When Preview dialog was closed without generation, record editing was prohibited.
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
- Create Credit Note (on Order)
- Cancel Invoice (on Order)
1.30 (January 31, 2020)
Added Lightning Component for preview and generating of all document types (Order, Delivery Note, Invoice, Credit Note, Invoice Cancellation). This component can be used in other Lightning Components to build own logic and processes.
Name: cwharf_sevdesk__sevDeskSender
Parameters:
- recordId – id of source record (only Order is supported)
- targetObject – name of sevDesk object (Order,CreditNote,DeliveryNote,Invoice,InvoiceCancellation)
1.29 (January 16, 2020)
Added new fields „Skonto %“ (cwharf_sevdesk__Discount__c) and „Skonto Days“ (cwharf_sevdesk__Discount_Days__c) on Order that are connected to sevDesk invoice Skonto fields:
Changes are applied to the following button:
- Create Invoice (on Order)
1.28 (January 14, 2020)
Added support of sevDesk number formats.
Added new fields on Order that can be used to set the date of documents:
- Order Confirmation Date (cwharf_sevdesk__Order_Date__c)
- Delivery Note Date (cwharf_sevdesk__Delivery_Note_Date__c)
- Invoice/Credit Note Date (cwharf_sevdesk__Invoice_Date__c)
Changes are applied to the following buttons:
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
- Create Credit Note (on Order)
1.27 (January 09, 2020)
Added new a field „Sales tax rule“ (Sales_tax_rule__c) on Order which is connected to a sevDesk „Salex tax rule“ field:
Changes are applied to the following buttons:
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
1.26 (January 07, 2020)
Fixed a problem with Product Inbound Sync notification which was sent for every auto sync.
1.25 (January 07, 2020)
Fixed a problem with 0 prices in Product Inbound Sync.
1.24 (January 07, 2020)
Added a possibility to use the following buttons in Salesforce community:
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
- Create Credit Note (on Order)
1.23 (January 05, 2020)
Added a possibility to send records to sevDesk without edit access on Products (in case of sevDesk -> Salesforce product sync direction).
1.22 (December 10, 2019)
Added a possibility to preview and generated sevDesk documents in Salesforce with using the following order buttons:
- Create Order (on Order)
- Create Delivery Note (on Order)
- Create Invoice (on Order)
- Create Credit Note (on Order)
- Cancel Invoice (on Order)
