High5Wiki - User contributions [en]

Common SQLink Errors

2016-02-09T21:24:43Z

CraigL: /* There is no disk in the drive. Please insert a disk into drive E. */

== Best Practices for addressing SQLink Errors ==
* Fix errors as they occur.
* Fix errors in the sequence illustrated in the image below starting with Customer errors and ending with Proposal errors.
[[File:FixSequence.png]]

== SQLink Error 702 ==
702 - 702: The query request has not been fully completed. There was a required element ("800005BC-1267498278") that could not be found in QuickBooks. The element (########-#########) is the QB term for an item; Customer, Vendor, Employee, Inventory, Service, Account, etc...

The string - ("800005BC-1267498278" - is the QB ID for an item in QB) - means that the item, a customer, invoice, account, service, etc... used to be in QB but it now has a new QB ID or has otherwise been modified in QB. Modifications can include setting the item as inactive, deleting or merging it with another item, etc... To resolve look at all items related to the error and make sure they exist in QB.
* - If it's a customer, make sure the customer is active.
* - If it's an invoice it should re-export creating a new QB ID.
* - If it's an inventory/service item review them on the invoice and make sure they are all QB items.
* - Check SQLink defaults and make sure all accounts on the default tabs in SQLink are present and active in QB.
* - Open SQLink> File> Setup> check all tabs and make sure the listed items are active in QB.

== SQLink Error 805 ==
Error adding XYZ Company - 805: The name " XYZ Company " of the list element is already in use

This means that the name - "XYZ Company" - is already in QB on a list. User needs to locate it in QB and add something to the name. QB convention is (V) if on the vendor list, (E), if on the employee list, etc... If it's already on the customer list add (SME) and merge it in QB with the original.

== SQLink Error 899 ==
Error adding XYZ Company - 899: The string "ST. FRANCIS OF ASSISI CATH. CHURCH - VIDEO" in the field "Addr1" is too long.

Need to shorten the address to less than 40 characters. There are tools available online to help you count characters such as http://www.lettercount.com/

== SQLink Error 899 - You cannot pay more than the amount due==
899: The "AppliedToTxnAdd payment amount" field has an invalid value "3353.98". QuickBooks error message: You cannot pay more than the amount due.

This error occurs when QuickBooks cannot mark an invoice as paid because the invoice balance and the applied amount are in conflict.
They payment cannot be applied to the QuickBooks invoice because it has already been paid.

==SQLink Error 808 ==
SQLink Error 808: Error adding Customer XYZ 808: There is an invalid reference to a parent "80000004-1207320348" in the Customers list.

QuickBooks error message: To change parent or type when the element or its descendants has been used in a transaction, you must switch to single-user mode. <- QuickBooks must be in single user mode.
This error happens when the billing address is changed on a site customer record in SME. I do not recommend making these changes in SME. This specifically happens when you click the 'Select Billing Company' button or uncheck the 'Is Billable Flag' on the Billing Address and select a new parent/billing customer. Since QuickBooks has special limitations on moving customers between Parent/Billing companies it is always best to do this in QuickBooks. There are two issue that QuickBooks raises:
- QB must be in Single User mode to make the change
- If the change cannot be done due to QB rules you will be warned
There are a couple of ways to move customers in QB. One is available from the following video link and one is by dragging the customer to a new parent.

Link to the Video:[[Move QB Customers to Job Sites]]

The other is to place the cursor over the customer and drag it to the new parent. If there are payments, etc.. you will not be able to move the customer. This will also return an error in SQLink since if QB cannot move it then SQLink cannot move it.

These issues are why I recommend 'only' reassigning customers in QuickBooks.

This error can also come up on Invoices as: Invoice ######## skipped - Billing Link ID not initialized. The usual cause is either the site/job or the Billing customer has been set to inactive.

== SQLink Error 810 ==

810: There was an error when saving a Invoice. QuickBooks error message: The transaction is empty.<br>

In this case the invoice was a combined invoice and the order on the invoice was removed or deleted. Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'The transaction must be positive'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'Invoice ##### skipped - voided invoices cannot be exported'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

This error can also come under PO as: 810: There was an error when saving a Bill. QuickBooks error message: This transaction action is not allowed for this user. - Probable causes are the user running SQLink does not have permission to modify bills in QuickBooks or the closing date has been set and a QB Admin would need to modify the restriction to export the PO/Bill. <br>

Error adding (Customer – but can be other types of records as well) 810: There was an error when saving a Customers list, element "Customer Name". QuickBooks error message: This list has been modified by another user.

== SQLink Error 851 : Unable to find the QuickBooks Request Processor ==
851 : Unable to find the QuickBooks Request PRrocessor on your system. Please make sure that QuickBooks 2002 Pro or higher is installed on your system

Download and run the installer from the following link.
QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink Error 201 ==

Error adding 201: Required field CustomerName not specified.<br>

Error 201 can pertain to any Customer, Vendor, Inventory, Service Item, etc.. record where the Name field is blank.<br>

To correct:<br>

- Go to the module referenced, Customer in the case above<br>

- Do Search All and click on the Name field<br>

- You will see a blank record<br>

- Select the record<br>

- Check if the record should be tied to a specific customer. If the record has no information you can safely set it as inactive and delete it.<br>

== SQLink Error 819 - Error adding XYZ – The object may not be changed==
This is part of the – ‘Unknown error’ returned from QB – seems sometimes it returns an error # and others it does not.

<br>- If switched to Single user – they may get - XYZ Company – Unknown error returned from QuickBooks… this means QB cannot move the child to a new parent due to history on the child company like payments, invoices, etc.. – (See below)
<br>- Additional info to above… can also be reported as Error 819
<br>- Error adding XYZ 819 – (The object may not be changed). Error adding XYZ 819: There was an error when modifying a Customers list, element "800009F6-1300911661". QuickBooks error message: Unknown Error. The Customer List Element is the QuickBooks UID for the customer you have flagged to move in SME.

<br>- To Resolve: Review QuickBooks for the XYZ company and reset the SME companies to match what they were before the ‘Is Billable’ flag was lifted or the Billing/Parent Company was changed.

== Duplicate Customer ==
If you see the following error in SQLink, there is a duplicate customer in SME.

'''Customer : XYZ is skipped due to duplication'''

You can follow the following steps to resolve the error or watch the video below.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>'''Find which customer record is the duplicate'''

# Go to '''Customers'''.
# Click '''Search''' >'''Search Active Customers'''.
# Click '''Views''' > '''New View'''.
# In the Grid Column Window, check the following fields: '''Name, BillName, Address 1, Address 2, City, St, CustID, ParentID, QBExport. Click OK.'''
# Arrange the columns the way you want in the search view window.
# Click '''Views''' > '''Save View'''.
# Type a name for the view and click '''OK'''.
# In the search view window, sort by '''Name'''.
# Locate the customer name SQLink said is a duplicate.
# Follow the row to the CustID column. If the column is empty, that is your duplicate customer record. Double click to open the duplicate.
# Click your cursor in the '''Company''' field to edit the customer name. Type ('''DUP''') after the customer name. This makes it unique and easy to identify when reassigning orders and invoices for the duplicate customer.
# Click '''Save'''.

'''Now that you found which customer is the duplicate record, check to see if there is any activity for customer you need to reassign'''

# Click the '''Customer Activity''' tab.
# Click the '''Invoices''' tab.
# If there is an invoice on this tab, double click on it. SME will jump to the invoice.
# Click '''Actions''' > '''Rollback Invoice'''.
# Go back to the duplicate customer.
# Click the '''Customer Activity''' tab > '''Service''' tab to check to see if there is a service order assocaited with the "DUP" customer.
# If there is a serivce order, double click on it. SME will jump to the order.
# Click [[File:Magnify.jpg]] to search for the correct customer. In the search window, select the correct customer record, not the "(DUP)" record.
# Save the service order.
# Click '''Actions''' > '''Generate Invoice''' to re-invoice the order.
# Follow steps 1-9 for install orders and invoices for the install orders.

'''Now the activity associated with the duplicate customer are assigned to the correct customer, delete the duplicate customer'''

# Go to the '''"DUP"''' customer.
# Click '''Delete''' to delete the customer record.

== Customer Link ID not initialized ==
If you receive the following SQLink error, you were trying to sync an invoice to QuickBooks that didn't have a valid customer in QuickBooks.

'''Invoice #XXX skipped - Customer link ID not initialized'''

This is usually caused by duplicate customer records in SME. Click here to watch a video on how to resolve the duplicate customer on an invoice and sync the invoice properly.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>In the video, when the service order was re-invoiced, we let SME assign a new invoice number. If you need to retain the original invoice number, instead of clicking Action> Generate Invoice on the order, follow these steps:

* Write down the order number that needs to be re-invoices.
* Go to the correct customer record (not the DUP customer).
* Click Actions> New Combined Invoice. SME will jump to the new invoice.
* On the Details and Settings tab, locate the Invoice # field. Click [[File:browse.jpg]] to enter the invoice number you want to use. (If you don’t see this icon, you need to add the permission to initialize numbers to your user group settings)

[[File:InvoiceNumberField.jpg]]

* Select the '''Service Orders''' or '''Install Orders''' tab to select the order you need to invoice (the invoice number you wrote down in the first step above).
* Click '''Save'''.

== Error Connecting to QuickBooks ==
When syncing SME to QuickBooks, if you receive the message "Error Connecting to QuickBooks", you are logging into QuickBooks with a path that is different than that refereced by SQLink. This typically happens if you open QuickBooks on a client and try to sync when the initial sync was established on the server.

To run SQLink on client machines, you will need to do the following:

# From the client computer, browse to the sme5 executable folder and locate the SQLink Documentation folder.
# Run the QBFC7_0Installer.

Also, SQLink and QuickBooks must reference the same path to access the QuickBooks company file. to check this:

# Open QuickBooks.
# Press '''F2''' to open the Product Information window.
# Locate the '''File Information''' section and make note of the path in the '''Location''' field.
# Launch SQLink.
# Click '''File''' > '''Link Setup'''.
# Locate the '''Quick Books Company File''' field. The path in this field must be the same as the path noted in QuickBooks (step 3 above).

== List Element Error ==

When running SQLink with QuickBooks the following message is returned in the SQLink Log:
Error adding (Item Name*) 819: There was an error when modifying a (can be any type of name) list, element** "3170000-1189020798". QuickBooks error message: Cannot merge list elements.

* An item in QB can be a customer name, vendor name, inventory item, etc…
** Element “#######-#########” is the QuickBooks unique identifier

Basically either the ‘Name’ or the ‘Element’ is on a list in QuickBooks and therefore the item that SME is exporting will be rejected by QuickBooks.

'''For example:'''

Both ListID and the Name are unique keys in QuickBooks. And you modified a customer which prompts to export that Customer with the ListID that matches an existing ListID in QB and the Item Name from another record or the Item Name matches, a more likely scenario, and the ListID is different.

This produces the "Cannot merge list elements" error message back from QuickBooks.<br>

- Customer - CustID<br>
- Invoice - InvoiceID<br>
- Vendor - VendorID<br>
- Inventory - InventoryID<br>
- Service Item - ServiceID<br>
- Employee - EmployeeID<br>
Usually for all SME modules there will be an item/column with <name>ID which holds the QB list UID.<br>

'''To include the QuickBooks ID number in the search window:'''<br>
1. In the search window, click '''Views''' > '''Add remove fields'''<br>
2. In the window that opens, check the QuickBooks ID field for that module (list above)<br>
3. Click '''OK'''.<br>
4. Click '''View''' > '''Save View'''. Name the field and Click '''OK'''.<br>
For more information about search views, go to [[Search Window]]<br><br>

'''Example Error:'''<br>
Error adding Bill10506
807: Object "80000016-308248122" specified in the request cannot be found. QuickBooks error message: Invalid argument. The specified record does not exist in the list.<br>
'''Solution:'''<br>
The numbers “80000016-308248122” are referring to an inventory item that QB says no longer exists in QB. It may be inactive, deleted, or related to the inactive parent. You can research it as noted above and shown below in the screenshot.

[[File:InventoryID_SearchView.png]]

'''To resolve this issue:'''

<br>1. Examine the SQLink log: Look at the error:
* Error adding Customer A 819: There was an error when modifying a Customers list, element "3170000-1189020798". QuickBooks error message: Cannot merge list elements.
<br>2. In QuickBooks, locate and edit the name of the vendor/customer:
* Choose '''Lists''' > '''Customer''': '''Job List''' or '''Lists''' > '''Vendor''' List, or '''Lists'''> '''Item List, etc'''… as needs may require.
* Locate and double-click the name noted in the SQLink Log.
* Place a 1 at the end of the name and click OK. Leave QuickBooks and this list open.
<br>3. In SQLink do '''Data Functions> Export New QuickBooks Data> (List Item)'''. In this case it will be Customers. There should be no error for the specific record and it will export to QuickBooks and sit right next to the QuickBooks Record.
<br>4. In QuickBooks, merge the edited name with the name that has been created by the SQLink:
* In the open list in QuickBooks, double-click the name to which you added a 1.
* Remove the 1 from the name and click '''OK'''.
* When asked if you would like to merge the names, click '''Yes'''.
<br>5. Do this for all items that have the issue from the SME log.

== Error - QBFC Not Found ==

[[File:QBFC_Not_Found.png]]
<br>The QBFC program is local to the logged on user. Download and run the installer from the following link.
<br>QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink stops processing in the middle of a sync ==
If SQLink stops processing in the middle of your sync, you can look at the log file and find out what item is holding up the sync or if there is an error connecting to QuickBooks.<br>

1. Right click on your SQLink shortcut and select '''open file location'''.<br>
2. Double click on the '''Log''' folder<br>
3. Sort by modified date and locate the file modified last, it will probably be a sqlink file.<br>
4. Right click, not double click, on the file and select '''Edit'''.<br>
5. Scroll to the bottom of the file and you will see the item that is holding up the sync. <br>

==QB Invoice number has changed ==
Processing 10 of 110 Invoices (Ref #405-I)
<br>QB Invoice number has changed : QB = 405-I SMP = 405

<br>Invoice numbers in SME are numeric only. Invoice numbers in QuickBooks are strings so they can have numbers and letters. When the invoice from QB syncs to SME, the letters will be taken out of the invoice number in SME. Your invoice number in QB isn't changed.

== Error adding customer XYZ 810: There was an error when saving a customers list, element ==

Error adding Custer XYZ 810: There was an error when saving a Customers list, element " Custer XYZ". QuickBooks error message: This customer already has job information.
<br>To add a new job, the customer's current job information must be moved into its own job.

== Invoice #12345 skipped - Customer is inactive ==
Adding (X) Invoices
<br>Processing 1 of (X) invoices (#12345)
<br>Invoice #12345 skipped - Customer is inactive

<br>Retrieve the Invoice and get the customer name. Check the name in both SME and QuickBooks and set the customer as active to export an invoice.

== Purchase Order 12345 skipped - no received items to export ==
Adding Purchase Orders to QuickBooks
<br>Processing 1 of (X) Purchase Orders
<br>Purchase Order 12345 skipped - no received items to export

<br>The ‘Export To QuickBooks’ flag is set when there are no received items to export. There are two flags, QB Bill Export and QB PO Export. Uncheck the flag as it will get set if items are received on the PO.

== Payment not distributed ==
Payment not distributed means that there is no invoice associated with the payment. For a payment to export from SME to QB it has to have an invoice attached. I would do the following:<br>

1) Delete the payment from the Payments module<br>
2) Go to Receivables > Invoicing and go to the invoice<br>
3) Go to the '''Payments''' tab and enter the payment<br>

That way you are assured that it is attached to an invoice.

If you have the invoice in QB you can also apply the payment in QB and it will sync back to SME and close the invoice.

== There is no disk in the drive. Please insert a disk into drive E. ==
This happens when USB devises are removed without first ejecting the media. This can happen either from USB or DVD/CD devises. You may also need to put a readable DVD or CD in your removable drives. You can Download the following files for 64 and 32 bit machines:

<br>64 bit:
<br>link: [http://high5software.com\downloads\tools\usbtools\usbdeview-x64.zip 64-bit]

<br>32 bit:
<br>link: [http://high5software.com\downloads\tools\usbtools\usbdeview.zip 32-bit]

<br>'''Prevent the error from happening in the future:'''
<br>1. Download, extract, and right click on USBDeview.exe and click 'Run as Administrator'. If you get the following warning during this procedure you did not do that:
<br> [[File:USBadmin.jpg]] <br>
<br>2. Sort by 'Safe to Unplug' by clicking on the top Header:
<br> [[File:USBunplug.jpg]] <br>
<br>3. then Select all that are safe to unplug and NOT Connected and click on the RED X in the top left corner:
<br> [[File:USBdissconnect.jpg]] <br>
<br>4. This should clear up the issue.

<br>More info on the topic:
<br>http://ccrqblog.ccrsoftware.info/2010/02/stopping-the-windows-no-disk-error/

<br>'''For more dire cases do the following:'''
<br>1. Right click on '''My Computer'''
<br>2. Click on '''Manage'''
<br>3. Click on '''Device Manager'''
<br>4. Click the "+" on the '''Disk Drives'''
<br>5. Count how many "Drives" that your computer is currently using.
<br>6. When the Error message pops up then count how many '''Drives''' it

<br>'''Note:''' On some computers you will see duplicate entries in your device manager. You will need to Disable the duplicates.
<br>[[File:DuplicateDiscs.png]]

== QuickBooks warning 550 ==
999: Unrecognized QuickBooks warning: 550: The Customers object was saved successfully, but its corresponding Notes record could not be saved.

<br>This is a warning / bug from QuickBooks which High5 can't do anything about. The record should be updated with the sync, but to stop getting the error you must go to the record in QuickBooks and enter any character in the Notes.

==SQLink Error 511 - QBRequestID has been used previously for another request ==
This message is from QuickBooks. Usually closing and reopening QB will clear the message and reset the request processor. We've noticed that the QB ID generator sometimes gets stuck, and when it does, this is the outcome.
<br>[[File:Error511_QBRequestID.png]]

<br>To resolve, close QuickBooks and reopen. This should reset the QuickBooks ID generation
<br>May have to re-check Export Invoice to QB and Bill or PO

Common SQLink Errors

2016-02-09T21:22:32Z

CraigL: /* There is no disk in the drive. Please insert a disk into drive E. */

== Best Practices for addressing SQLink Errors ==
* Fix errors as they occur.
* Fix errors in the sequence illustrated in the image below starting with Customer errors and ending with Proposal errors.
[[File:FixSequence.png]]

== SQLink Error 702 ==
702 - 702: The query request has not been fully completed. There was a required element ("800005BC-1267498278") that could not be found in QuickBooks. The element (########-#########) is the QB term for an item; Customer, Vendor, Employee, Inventory, Service, Account, etc...

The string - ("800005BC-1267498278" - is the QB ID for an item in QB) - means that the item, a customer, invoice, account, service, etc... used to be in QB but it now has a new QB ID or has otherwise been modified in QB. Modifications can include setting the item as inactive, deleting or merging it with another item, etc... To resolve look at all items related to the error and make sure they exist in QB.
* - If it's a customer, make sure the customer is active.
* - If it's an invoice it should re-export creating a new QB ID.
* - If it's an inventory/service item review them on the invoice and make sure they are all QB items.
* - Check SQLink defaults and make sure all accounts on the default tabs in SQLink are present and active in QB.
* - Open SQLink> File> Setup> check all tabs and make sure the listed items are active in QB.

== SQLink Error 805 ==
Error adding XYZ Company - 805: The name " XYZ Company " of the list element is already in use

This means that the name - "XYZ Company" - is already in QB on a list. User needs to locate it in QB and add something to the name. QB convention is (V) if on the vendor list, (E), if on the employee list, etc... If it's already on the customer list add (SME) and merge it in QB with the original.

== SQLink Error 899 ==
Error adding XYZ Company - 899: The string "ST. FRANCIS OF ASSISI CATH. CHURCH - VIDEO" in the field "Addr1" is too long.

Need to shorten the address to less than 40 characters. There are tools available online to help you count characters such as http://www.lettercount.com/

== SQLink Error 899 - You cannot pay more than the amount due==
899: The "AppliedToTxnAdd payment amount" field has an invalid value "3353.98". QuickBooks error message: You cannot pay more than the amount due.

This error occurs when QuickBooks cannot mark an invoice as paid because the invoice balance and the applied amount are in conflict.
They payment cannot be applied to the QuickBooks invoice because it has already been paid.

==SQLink Error 808 ==
SQLink Error 808: Error adding Customer XYZ 808: There is an invalid reference to a parent "80000004-1207320348" in the Customers list.

QuickBooks error message: To change parent or type when the element or its descendants has been used in a transaction, you must switch to single-user mode. <- QuickBooks must be in single user mode.
This error happens when the billing address is changed on a site customer record in SME. I do not recommend making these changes in SME. This specifically happens when you click the 'Select Billing Company' button or uncheck the 'Is Billable Flag' on the Billing Address and select a new parent/billing customer. Since QuickBooks has special limitations on moving customers between Parent/Billing companies it is always best to do this in QuickBooks. There are two issue that QuickBooks raises:
- QB must be in Single User mode to make the change
- If the change cannot be done due to QB rules you will be warned
There are a couple of ways to move customers in QB. One is available from the following video link and one is by dragging the customer to a new parent.

Link to the Video:[[Move QB Customers to Job Sites]]

The other is to place the cursor over the customer and drag it to the new parent. If there are payments, etc.. you will not be able to move the customer. This will also return an error in SQLink since if QB cannot move it then SQLink cannot move it.

These issues are why I recommend 'only' reassigning customers in QuickBooks.

This error can also come up on Invoices as: Invoice ######## skipped - Billing Link ID not initialized. The usual cause is either the site/job or the Billing customer has been set to inactive.

== SQLink Error 810 ==

810: There was an error when saving a Invoice. QuickBooks error message: The transaction is empty.<br>

In this case the invoice was a combined invoice and the order on the invoice was removed or deleted. Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'The transaction must be positive'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'Invoice ##### skipped - voided invoices cannot be exported'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

This error can also come under PO as: 810: There was an error when saving a Bill. QuickBooks error message: This transaction action is not allowed for this user. - Probable causes are the user running SQLink does not have permission to modify bills in QuickBooks or the closing date has been set and a QB Admin would need to modify the restriction to export the PO/Bill. <br>

Error adding (Customer – but can be other types of records as well) 810: There was an error when saving a Customers list, element "Customer Name". QuickBooks error message: This list has been modified by another user.

== SQLink Error 851 : Unable to find the QuickBooks Request Processor ==
851 : Unable to find the QuickBooks Request PRrocessor on your system. Please make sure that QuickBooks 2002 Pro or higher is installed on your system

Download and run the installer from the following link.
QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink Error 201 ==

Error adding 201: Required field CustomerName not specified.<br>

Error 201 can pertain to any Customer, Vendor, Inventory, Service Item, etc.. record where the Name field is blank.<br>

To correct:<br>

- Go to the module referenced, Customer in the case above<br>

- Do Search All and click on the Name field<br>

- You will see a blank record<br>

- Select the record<br>

- Check if the record should be tied to a specific customer. If the record has no information you can safely set it as inactive and delete it.<br>

== SQLink Error 819 - Error adding XYZ – The object may not be changed==
This is part of the – ‘Unknown error’ returned from QB – seems sometimes it returns an error # and others it does not.

<br>- If switched to Single user – they may get - XYZ Company – Unknown error returned from QuickBooks… this means QB cannot move the child to a new parent due to history on the child company like payments, invoices, etc.. – (See below)
<br>- Additional info to above… can also be reported as Error 819
<br>- Error adding XYZ 819 – (The object may not be changed). Error adding XYZ 819: There was an error when modifying a Customers list, element "800009F6-1300911661". QuickBooks error message: Unknown Error. The Customer List Element is the QuickBooks UID for the customer you have flagged to move in SME.

<br>- To Resolve: Review QuickBooks for the XYZ company and reset the SME companies to match what they were before the ‘Is Billable’ flag was lifted or the Billing/Parent Company was changed.

== Duplicate Customer ==
If you see the following error in SQLink, there is a duplicate customer in SME.

'''Customer : XYZ is skipped due to duplication'''

You can follow the following steps to resolve the error or watch the video below.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>'''Find which customer record is the duplicate'''

# Go to '''Customers'''.
# Click '''Search''' >'''Search Active Customers'''.
# Click '''Views''' > '''New View'''.
# In the Grid Column Window, check the following fields: '''Name, BillName, Address 1, Address 2, City, St, CustID, ParentID, QBExport. Click OK.'''
# Arrange the columns the way you want in the search view window.
# Click '''Views''' > '''Save View'''.
# Type a name for the view and click '''OK'''.
# In the search view window, sort by '''Name'''.
# Locate the customer name SQLink said is a duplicate.
# Follow the row to the CustID column. If the column is empty, that is your duplicate customer record. Double click to open the duplicate.
# Click your cursor in the '''Company''' field to edit the customer name. Type ('''DUP''') after the customer name. This makes it unique and easy to identify when reassigning orders and invoices for the duplicate customer.
# Click '''Save'''.

'''Now that you found which customer is the duplicate record, check to see if there is any activity for customer you need to reassign'''

# Click the '''Customer Activity''' tab.
# Click the '''Invoices''' tab.
# If there is an invoice on this tab, double click on it. SME will jump to the invoice.
# Click '''Actions''' > '''Rollback Invoice'''.
# Go back to the duplicate customer.
# Click the '''Customer Activity''' tab > '''Service''' tab to check to see if there is a service order assocaited with the "DUP" customer.
# If there is a serivce order, double click on it. SME will jump to the order.
# Click [[File:Magnify.jpg]] to search for the correct customer. In the search window, select the correct customer record, not the "(DUP)" record.
# Save the service order.
# Click '''Actions''' > '''Generate Invoice''' to re-invoice the order.
# Follow steps 1-9 for install orders and invoices for the install orders.

'''Now the activity associated with the duplicate customer are assigned to the correct customer, delete the duplicate customer'''

# Go to the '''"DUP"''' customer.
# Click '''Delete''' to delete the customer record.

== Customer Link ID not initialized ==
If you receive the following SQLink error, you were trying to sync an invoice to QuickBooks that didn't have a valid customer in QuickBooks.

'''Invoice #XXX skipped - Customer link ID not initialized'''

This is usually caused by duplicate customer records in SME. Click here to watch a video on how to resolve the duplicate customer on an invoice and sync the invoice properly.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>In the video, when the service order was re-invoiced, we let SME assign a new invoice number. If you need to retain the original invoice number, instead of clicking Action> Generate Invoice on the order, follow these steps:

* Write down the order number that needs to be re-invoices.
* Go to the correct customer record (not the DUP customer).
* Click Actions> New Combined Invoice. SME will jump to the new invoice.
* On the Details and Settings tab, locate the Invoice # field. Click [[File:browse.jpg]] to enter the invoice number you want to use. (If you don’t see this icon, you need to add the permission to initialize numbers to your user group settings)

[[File:InvoiceNumberField.jpg]]

* Select the '''Service Orders''' or '''Install Orders''' tab to select the order you need to invoice (the invoice number you wrote down in the first step above).
* Click '''Save'''.

== Error Connecting to QuickBooks ==
When syncing SME to QuickBooks, if you receive the message "Error Connecting to QuickBooks", you are logging into QuickBooks with a path that is different than that refereced by SQLink. This typically happens if you open QuickBooks on a client and try to sync when the initial sync was established on the server.

To run SQLink on client machines, you will need to do the following:

# From the client computer, browse to the sme5 executable folder and locate the SQLink Documentation folder.
# Run the QBFC7_0Installer.

Also, SQLink and QuickBooks must reference the same path to access the QuickBooks company file. to check this:

# Open QuickBooks.
# Press '''F2''' to open the Product Information window.
# Locate the '''File Information''' section and make note of the path in the '''Location''' field.
# Launch SQLink.
# Click '''File''' > '''Link Setup'''.
# Locate the '''Quick Books Company File''' field. The path in this field must be the same as the path noted in QuickBooks (step 3 above).

== List Element Error ==

When running SQLink with QuickBooks the following message is returned in the SQLink Log:
Error adding (Item Name*) 819: There was an error when modifying a (can be any type of name) list, element** "3170000-1189020798". QuickBooks error message: Cannot merge list elements.

* An item in QB can be a customer name, vendor name, inventory item, etc…
** Element “#######-#########” is the QuickBooks unique identifier

Basically either the ‘Name’ or the ‘Element’ is on a list in QuickBooks and therefore the item that SME is exporting will be rejected by QuickBooks.

'''For example:'''

Both ListID and the Name are unique keys in QuickBooks. And you modified a customer which prompts to export that Customer with the ListID that matches an existing ListID in QB and the Item Name from another record or the Item Name matches, a more likely scenario, and the ListID is different.

This produces the "Cannot merge list elements" error message back from QuickBooks.<br>

- Customer - CustID<br>
- Invoice - InvoiceID<br>
- Vendor - VendorID<br>
- Inventory - InventoryID<br>
- Service Item - ServiceID<br>
- Employee - EmployeeID<br>
Usually for all SME modules there will be an item/column with <name>ID which holds the QB list UID.<br>

'''To include the QuickBooks ID number in the search window:'''<br>
1. In the search window, click '''Views''' > '''Add remove fields'''<br>
2. In the window that opens, check the QuickBooks ID field for that module (list above)<br>
3. Click '''OK'''.<br>
4. Click '''View''' > '''Save View'''. Name the field and Click '''OK'''.<br>
For more information about search views, go to [[Search Window]]<br><br>

'''Example Error:'''<br>
Error adding Bill10506
807: Object "80000016-308248122" specified in the request cannot be found. QuickBooks error message: Invalid argument. The specified record does not exist in the list.<br>
'''Solution:'''<br>
The numbers “80000016-308248122” are referring to an inventory item that QB says no longer exists in QB. It may be inactive, deleted, or related to the inactive parent. You can research it as noted above and shown below in the screenshot.

[[File:InventoryID_SearchView.png]]

'''To resolve this issue:'''

<br>1. Examine the SQLink log: Look at the error:
* Error adding Customer A 819: There was an error when modifying a Customers list, element "3170000-1189020798". QuickBooks error message: Cannot merge list elements.
<br>2. In QuickBooks, locate and edit the name of the vendor/customer:
* Choose '''Lists''' > '''Customer''': '''Job List''' or '''Lists''' > '''Vendor''' List, or '''Lists'''> '''Item List, etc'''… as needs may require.
* Locate and double-click the name noted in the SQLink Log.
* Place a 1 at the end of the name and click OK. Leave QuickBooks and this list open.
<br>3. In SQLink do '''Data Functions> Export New QuickBooks Data> (List Item)'''. In this case it will be Customers. There should be no error for the specific record and it will export to QuickBooks and sit right next to the QuickBooks Record.
<br>4. In QuickBooks, merge the edited name with the name that has been created by the SQLink:
* In the open list in QuickBooks, double-click the name to which you added a 1.
* Remove the 1 from the name and click '''OK'''.
* When asked if you would like to merge the names, click '''Yes'''.
<br>5. Do this for all items that have the issue from the SME log.

== Error - QBFC Not Found ==

[[File:QBFC_Not_Found.png]]
<br>The QBFC program is local to the logged on user. Download and run the installer from the following link.
<br>QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink stops processing in the middle of a sync ==
If SQLink stops processing in the middle of your sync, you can look at the log file and find out what item is holding up the sync or if there is an error connecting to QuickBooks.<br>

1. Right click on your SQLink shortcut and select '''open file location'''.<br>
2. Double click on the '''Log''' folder<br>
3. Sort by modified date and locate the file modified last, it will probably be a sqlink file.<br>
4. Right click, not double click, on the file and select '''Edit'''.<br>
5. Scroll to the bottom of the file and you will see the item that is holding up the sync. <br>

==QB Invoice number has changed ==
Processing 10 of 110 Invoices (Ref #405-I)
<br>QB Invoice number has changed : QB = 405-I SMP = 405

<br>Invoice numbers in SME are numeric only. Invoice numbers in QuickBooks are strings so they can have numbers and letters. When the invoice from QB syncs to SME, the letters will be taken out of the invoice number in SME. Your invoice number in QB isn't changed.

== Error adding customer XYZ 810: There was an error when saving a customers list, element ==

Error adding Custer XYZ 810: There was an error when saving a Customers list, element " Custer XYZ". QuickBooks error message: This customer already has job information.
<br>To add a new job, the customer's current job information must be moved into its own job.

== Invoice #12345 skipped - Customer is inactive ==
Adding (X) Invoices
<br>Processing 1 of (X) invoices (#12345)
<br>Invoice #12345 skipped - Customer is inactive

<br>Retrieve the Invoice and get the customer name. Check the name in both SME and QuickBooks and set the customer as active to export an invoice.

== Purchase Order 12345 skipped - no received items to export ==
Adding Purchase Orders to QuickBooks
<br>Processing 1 of (X) Purchase Orders
<br>Purchase Order 12345 skipped - no received items to export

<br>The ‘Export To QuickBooks’ flag is set when there are no received items to export. There are two flags, QB Bill Export and QB PO Export. Uncheck the flag as it will get set if items are received on the PO.

== Payment not distributed ==
Payment not distributed means that there is no invoice associated with the payment. For a payment to export from SME to QB it has to have an invoice attached. I would do the following:<br>

1) Delete the payment from the Payments module<br>
2) Go to Receivables > Invoicing and go to the invoice<br>
3) Go to the '''Payments''' tab and enter the payment<br>

That way you are assured that it is attached to an invoice.

If you have the invoice in QB you can also apply the payment in QB and it will sync back to SME and close the invoice.

== There is no disk in the drive. Please insert a disk into drive E. ==
This happens when USB devises are removed without first ejecting the media. This can happen either from USB or DVD/CD devises. You may also need to put a readable DVD or CD in your removable drives. You can Download the following files for x64 and x86 machines

<br>64 bit
<br>[http://high5software.com\downloads\tools\usbtools\usbdeview-x64.zip 64-bit]

<br>32 bit:
<br>[http://high5software.com\downloads\tools\usbtools\usbdeview.zip 32-bit]

<br>'''Prevent the error from happening in the future:'''
<br>1. Download, extract, and right click on USBDeview.exe and click 'Run as Administrator'. If you get the following warning during this procedure you did not do that:
<br> [[File:USBadmin.jpg]]
<br>2. Sort by 'Safe to Unplug' by clicking on the top Header:
<br> [[File:USBunplug.jpg]]
<br>3. then Select all that are safe to unplug and NOT Connected and click on the RED X in the top left corner:
<br> [[File:USBdissconnect.jpg]]
<br>4. This should clear up the issue.

<br>More info on the topic:
<br>http://ccrqblog.ccrsoftware.info/2010/02/stopping-the-windows-no-disk-error/

<br>'''For more dire cases do the following:'''
<br>1. Right click on '''My Computer'''
<br>2. Click on '''Manage'''
<br>3. Click on '''Device Manager'''
<br>4. Click the "+" on the '''Disk Drives'''
<br>5. Count how many "Drives" that your computer is currently using.
<br>6. When the Error message pops up then count how many '''Drives''' it

<br>'''Note:''' On some computers you will see duplicate entries in your device manager. You will need to Disable the duplicates.
<br>[[File:DuplicateDiscs.png]]

== QuickBooks warning 550 ==
999: Unrecognized QuickBooks warning: 550: The Customers object was saved successfully, but its corresponding Notes record could not be saved.

<br>This is a warning / bug from QuickBooks which High5 can't do anything about. The record should be updated with the sync, but to stop getting the error you must go to the record in QuickBooks and enter any character in the Notes.

==SQLink Error 511 - QBRequestID has been used previously for another request ==
This message is from QuickBooks. Usually closing and reopening QB will clear the message and reset the request processor. We've noticed that the QB ID generator sometimes gets stuck, and when it does, this is the outcome.
<br>[[File:Error511_QBRequestID.png]]

<br>To resolve, close QuickBooks and reopen. This should reset the QuickBooks ID generation
<br>May have to re-check Export Invoice to QB and Bill or PO

Common SQLink Errors

2016-02-09T21:20:02Z

CraigL: /* There is no disk in the drive. Please insert a disk into drive E. */

== Best Practices for addressing SQLink Errors ==
* Fix errors as they occur.
* Fix errors in the sequence illustrated in the image below starting with Customer errors and ending with Proposal errors.
[[File:FixSequence.png]]

== SQLink Error 702 ==
702 - 702: The query request has not been fully completed. There was a required element ("800005BC-1267498278") that could not be found in QuickBooks. The element (########-#########) is the QB term for an item; Customer, Vendor, Employee, Inventory, Service, Account, etc...

The string - ("800005BC-1267498278" - is the QB ID for an item in QB) - means that the item, a customer, invoice, account, service, etc... used to be in QB but it now has a new QB ID or has otherwise been modified in QB. Modifications can include setting the item as inactive, deleting or merging it with another item, etc... To resolve look at all items related to the error and make sure they exist in QB.
* - If it's a customer, make sure the customer is active.
* - If it's an invoice it should re-export creating a new QB ID.
* - If it's an inventory/service item review them on the invoice and make sure they are all QB items.
* - Check SQLink defaults and make sure all accounts on the default tabs in SQLink are present and active in QB.
* - Open SQLink> File> Setup> check all tabs and make sure the listed items are active in QB.

== SQLink Error 805 ==
Error adding XYZ Company - 805: The name " XYZ Company " of the list element is already in use

This means that the name - "XYZ Company" - is already in QB on a list. User needs to locate it in QB and add something to the name. QB convention is (V) if on the vendor list, (E), if on the employee list, etc... If it's already on the customer list add (SME) and merge it in QB with the original.

== SQLink Error 899 ==
Error adding XYZ Company - 899: The string "ST. FRANCIS OF ASSISI CATH. CHURCH - VIDEO" in the field "Addr1" is too long.

Need to shorten the address to less than 40 characters. There are tools available online to help you count characters such as http://www.lettercount.com/

== SQLink Error 899 - You cannot pay more than the amount due==
899: The "AppliedToTxnAdd payment amount" field has an invalid value "3353.98". QuickBooks error message: You cannot pay more than the amount due.

This error occurs when QuickBooks cannot mark an invoice as paid because the invoice balance and the applied amount are in conflict.
They payment cannot be applied to the QuickBooks invoice because it has already been paid.

==SQLink Error 808 ==
SQLink Error 808: Error adding Customer XYZ 808: There is an invalid reference to a parent "80000004-1207320348" in the Customers list.

QuickBooks error message: To change parent or type when the element or its descendants has been used in a transaction, you must switch to single-user mode. <- QuickBooks must be in single user mode.
This error happens when the billing address is changed on a site customer record in SME. I do not recommend making these changes in SME. This specifically happens when you click the 'Select Billing Company' button or uncheck the 'Is Billable Flag' on the Billing Address and select a new parent/billing customer. Since QuickBooks has special limitations on moving customers between Parent/Billing companies it is always best to do this in QuickBooks. There are two issue that QuickBooks raises:
- QB must be in Single User mode to make the change
- If the change cannot be done due to QB rules you will be warned
There are a couple of ways to move customers in QB. One is available from the following video link and one is by dragging the customer to a new parent.

Link to the Video:[[Move QB Customers to Job Sites]]

The other is to place the cursor over the customer and drag it to the new parent. If there are payments, etc.. you will not be able to move the customer. This will also return an error in SQLink since if QB cannot move it then SQLink cannot move it.

These issues are why I recommend 'only' reassigning customers in QuickBooks.

This error can also come up on Invoices as: Invoice ######## skipped - Billing Link ID not initialized. The usual cause is either the site/job or the Billing customer has been set to inactive.

== SQLink Error 810 ==

810: There was an error when saving a Invoice. QuickBooks error message: The transaction is empty.<br>

In this case the invoice was a combined invoice and the order on the invoice was removed or deleted. Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'The transaction must be positive'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'Invoice ##### skipped - voided invoices cannot be exported'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

This error can also come under PO as: 810: There was an error when saving a Bill. QuickBooks error message: This transaction action is not allowed for this user. - Probable causes are the user running SQLink does not have permission to modify bills in QuickBooks or the closing date has been set and a QB Admin would need to modify the restriction to export the PO/Bill. <br>

Error adding (Customer – but can be other types of records as well) 810: There was an error when saving a Customers list, element "Customer Name". QuickBooks error message: This list has been modified by another user.

== SQLink Error 851 : Unable to find the QuickBooks Request Processor ==
851 : Unable to find the QuickBooks Request PRrocessor on your system. Please make sure that QuickBooks 2002 Pro or higher is installed on your system

Download and run the installer from the following link.
QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink Error 201 ==

Error adding 201: Required field CustomerName not specified.<br>

Error 201 can pertain to any Customer, Vendor, Inventory, Service Item, etc.. record where the Name field is blank.<br>

To correct:<br>

- Go to the module referenced, Customer in the case above<br>

- Do Search All and click on the Name field<br>

- You will see a blank record<br>

- Select the record<br>

- Check if the record should be tied to a specific customer. If the record has no information you can safely set it as inactive and delete it.<br>

== SQLink Error 819 - Error adding XYZ – The object may not be changed==
This is part of the – ‘Unknown error’ returned from QB – seems sometimes it returns an error # and others it does not.

<br>- If switched to Single user – they may get - XYZ Company – Unknown error returned from QuickBooks… this means QB cannot move the child to a new parent due to history on the child company like payments, invoices, etc.. – (See below)
<br>- Additional info to above… can also be reported as Error 819
<br>- Error adding XYZ 819 – (The object may not be changed). Error adding XYZ 819: There was an error when modifying a Customers list, element "800009F6-1300911661". QuickBooks error message: Unknown Error. The Customer List Element is the QuickBooks UID for the customer you have flagged to move in SME.

<br>- To Resolve: Review QuickBooks for the XYZ company and reset the SME companies to match what they were before the ‘Is Billable’ flag was lifted or the Billing/Parent Company was changed.

== Duplicate Customer ==
If you see the following error in SQLink, there is a duplicate customer in SME.

'''Customer : XYZ is skipped due to duplication'''

You can follow the following steps to resolve the error or watch the video below.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>'''Find which customer record is the duplicate'''

# Go to '''Customers'''.
# Click '''Search''' >'''Search Active Customers'''.
# Click '''Views''' > '''New View'''.
# In the Grid Column Window, check the following fields: '''Name, BillName, Address 1, Address 2, City, St, CustID, ParentID, QBExport. Click OK.'''
# Arrange the columns the way you want in the search view window.
# Click '''Views''' > '''Save View'''.
# Type a name for the view and click '''OK'''.
# In the search view window, sort by '''Name'''.
# Locate the customer name SQLink said is a duplicate.
# Follow the row to the CustID column. If the column is empty, that is your duplicate customer record. Double click to open the duplicate.
# Click your cursor in the '''Company''' field to edit the customer name. Type ('''DUP''') after the customer name. This makes it unique and easy to identify when reassigning orders and invoices for the duplicate customer.
# Click '''Save'''.

'''Now that you found which customer is the duplicate record, check to see if there is any activity for customer you need to reassign'''

# Click the '''Customer Activity''' tab.
# Click the '''Invoices''' tab.
# If there is an invoice on this tab, double click on it. SME will jump to the invoice.
# Click '''Actions''' > '''Rollback Invoice'''.
# Go back to the duplicate customer.
# Click the '''Customer Activity''' tab > '''Service''' tab to check to see if there is a service order assocaited with the "DUP" customer.
# If there is a serivce order, double click on it. SME will jump to the order.
# Click [[File:Magnify.jpg]] to search for the correct customer. In the search window, select the correct customer record, not the "(DUP)" record.
# Save the service order.
# Click '''Actions''' > '''Generate Invoice''' to re-invoice the order.
# Follow steps 1-9 for install orders and invoices for the install orders.

'''Now the activity associated with the duplicate customer are assigned to the correct customer, delete the duplicate customer'''

# Go to the '''"DUP"''' customer.
# Click '''Delete''' to delete the customer record.

== Customer Link ID not initialized ==
If you receive the following SQLink error, you were trying to sync an invoice to QuickBooks that didn't have a valid customer in QuickBooks.

'''Invoice #XXX skipped - Customer link ID not initialized'''

This is usually caused by duplicate customer records in SME. Click here to watch a video on how to resolve the duplicate customer on an invoice and sync the invoice properly.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>In the video, when the service order was re-invoiced, we let SME assign a new invoice number. If you need to retain the original invoice number, instead of clicking Action> Generate Invoice on the order, follow these steps:

* Write down the order number that needs to be re-invoices.
* Go to the correct customer record (not the DUP customer).
* Click Actions> New Combined Invoice. SME will jump to the new invoice.
* On the Details and Settings tab, locate the Invoice # field. Click [[File:browse.jpg]] to enter the invoice number you want to use. (If you don’t see this icon, you need to add the permission to initialize numbers to your user group settings)

[[File:InvoiceNumberField.jpg]]

* Select the '''Service Orders''' or '''Install Orders''' tab to select the order you need to invoice (the invoice number you wrote down in the first step above).
* Click '''Save'''.

== Error Connecting to QuickBooks ==
When syncing SME to QuickBooks, if you receive the message "Error Connecting to QuickBooks", you are logging into QuickBooks with a path that is different than that refereced by SQLink. This typically happens if you open QuickBooks on a client and try to sync when the initial sync was established on the server.

To run SQLink on client machines, you will need to do the following:

# From the client computer, browse to the sme5 executable folder and locate the SQLink Documentation folder.
# Run the QBFC7_0Installer.

Also, SQLink and QuickBooks must reference the same path to access the QuickBooks company file. to check this:

# Open QuickBooks.
# Press '''F2''' to open the Product Information window.
# Locate the '''File Information''' section and make note of the path in the '''Location''' field.
# Launch SQLink.
# Click '''File''' > '''Link Setup'''.
# Locate the '''Quick Books Company File''' field. The path in this field must be the same as the path noted in QuickBooks (step 3 above).

== List Element Error ==

When running SQLink with QuickBooks the following message is returned in the SQLink Log:
Error adding (Item Name*) 819: There was an error when modifying a (can be any type of name) list, element** "3170000-1189020798". QuickBooks error message: Cannot merge list elements.

* An item in QB can be a customer name, vendor name, inventory item, etc…
** Element “#######-#########” is the QuickBooks unique identifier

Basically either the ‘Name’ or the ‘Element’ is on a list in QuickBooks and therefore the item that SME is exporting will be rejected by QuickBooks.

'''For example:'''

Both ListID and the Name are unique keys in QuickBooks. And you modified a customer which prompts to export that Customer with the ListID that matches an existing ListID in QB and the Item Name from another record or the Item Name matches, a more likely scenario, and the ListID is different.

This produces the "Cannot merge list elements" error message back from QuickBooks.<br>

- Customer - CustID<br>
- Invoice - InvoiceID<br>
- Vendor - VendorID<br>
- Inventory - InventoryID<br>
- Service Item - ServiceID<br>
- Employee - EmployeeID<br>
Usually for all SME modules there will be an item/column with <name>ID which holds the QB list UID.<br>

'''To include the QuickBooks ID number in the search window:'''<br>
1. In the search window, click '''Views''' > '''Add remove fields'''<br>
2. In the window that opens, check the QuickBooks ID field for that module (list above)<br>
3. Click '''OK'''.<br>
4. Click '''View''' > '''Save View'''. Name the field and Click '''OK'''.<br>
For more information about search views, go to [[Search Window]]<br><br>

'''Example Error:'''<br>
Error adding Bill10506
807: Object "80000016-308248122" specified in the request cannot be found. QuickBooks error message: Invalid argument. The specified record does not exist in the list.<br>
'''Solution:'''<br>
The numbers “80000016-308248122” are referring to an inventory item that QB says no longer exists in QB. It may be inactive, deleted, or related to the inactive parent. You can research it as noted above and shown below in the screenshot.

[[File:InventoryID_SearchView.png]]

'''To resolve this issue:'''

<br>1. Examine the SQLink log: Look at the error:
* Error adding Customer A 819: There was an error when modifying a Customers list, element "3170000-1189020798". QuickBooks error message: Cannot merge list elements.
<br>2. In QuickBooks, locate and edit the name of the vendor/customer:
* Choose '''Lists''' > '''Customer''': '''Job List''' or '''Lists''' > '''Vendor''' List, or '''Lists'''> '''Item List, etc'''… as needs may require.
* Locate and double-click the name noted in the SQLink Log.
* Place a 1 at the end of the name and click OK. Leave QuickBooks and this list open.
<br>3. In SQLink do '''Data Functions> Export New QuickBooks Data> (List Item)'''. In this case it will be Customers. There should be no error for the specific record and it will export to QuickBooks and sit right next to the QuickBooks Record.
<br>4. In QuickBooks, merge the edited name with the name that has been created by the SQLink:
* In the open list in QuickBooks, double-click the name to which you added a 1.
* Remove the 1 from the name and click '''OK'''.
* When asked if you would like to merge the names, click '''Yes'''.
<br>5. Do this for all items that have the issue from the SME log.

== Error - QBFC Not Found ==

[[File:QBFC_Not_Found.png]]
<br>The QBFC program is local to the logged on user. Download and run the installer from the following link.
<br>QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink stops processing in the middle of a sync ==
If SQLink stops processing in the middle of your sync, you can look at the log file and find out what item is holding up the sync or if there is an error connecting to QuickBooks.<br>

1. Right click on your SQLink shortcut and select '''open file location'''.<br>
2. Double click on the '''Log''' folder<br>
3. Sort by modified date and locate the file modified last, it will probably be a sqlink file.<br>
4. Right click, not double click, on the file and select '''Edit'''.<br>
5. Scroll to the bottom of the file and you will see the item that is holding up the sync. <br>

==QB Invoice number has changed ==
Processing 10 of 110 Invoices (Ref #405-I)
<br>QB Invoice number has changed : QB = 405-I SMP = 405

<br>Invoice numbers in SME are numeric only. Invoice numbers in QuickBooks are strings so they can have numbers and letters. When the invoice from QB syncs to SME, the letters will be taken out of the invoice number in SME. Your invoice number in QB isn't changed.

== Error adding customer XYZ 810: There was an error when saving a customers list, element ==

Error adding Custer XYZ 810: There was an error when saving a Customers list, element " Custer XYZ". QuickBooks error message: This customer already has job information.
<br>To add a new job, the customer's current job information must be moved into its own job.

== Invoice #12345 skipped - Customer is inactive ==
Adding (X) Invoices
<br>Processing 1 of (X) invoices (#12345)
<br>Invoice #12345 skipped - Customer is inactive

<br>Retrieve the Invoice and get the customer name. Check the name in both SME and QuickBooks and set the customer as active to export an invoice.

== Purchase Order 12345 skipped - no received items to export ==
Adding Purchase Orders to QuickBooks
<br>Processing 1 of (X) Purchase Orders
<br>Purchase Order 12345 skipped - no received items to export

<br>The ‘Export To QuickBooks’ flag is set when there are no received items to export. There are two flags, QB Bill Export and QB PO Export. Uncheck the flag as it will get set if items are received on the PO.

== Payment not distributed ==
Payment not distributed means that there is no invoice associated with the payment. For a payment to export from SME to QB it has to have an invoice attached. I would do the following:<br>

1) Delete the payment from the Payments module<br>
2) Go to Receivables > Invoicing and go to the invoice<br>
3) Go to the '''Payments''' tab and enter the payment<br>

That way you are assured that it is attached to an invoice.

If you have the invoice in QB you can also apply the payment in QB and it will sync back to SME and close the invoice.

== There is no disk in the drive. Please insert a disk into drive E. ==
This happens when USB devises are removed without first ejecting the media. This can happen either from USB or DVD/CD devises. You may also need to put a readable DVD or CD in your removable drives. You can Download the following files for x64 and x86 machines{

<br>64 bit
<br>high5software.com\downloads\tools\usbtools\usbdeview-x64.zip

<br>32 bit:
<br>high5software.com\downloads\tools\usbtools\usbdeview.zip

<br>'''Prevent the error from happening in the future:'''
<br>1. Download, extract, and right click on USBDeview.exe and click 'Run as Administrator'. If you get the following warning during this procedure you did not do that:
<br> [[File:USBadmin.jpg]]
<br>2. Sort by 'Safe to Unplug' by clicking on the top Header:
<br> [[File:USBunplug.jpg.png]]
<br>3. then Select all that are safe to unplug and NOT Connected and click on the RED X in the top left corner:
<br> [[File:USBdissconnect.jpg]]
<br>6. This should clear up the issue.

<br>More info on the topic:
<br>http://ccrqblog.ccrsoftware.info/2010/02/stopping-the-windows-no-disk-error/

<br>'''For more dire cases do the following:'''
<br>1. Right click on '''My Computer'''
<br>2. Click on '''Manage'''
<br>3. Click on '''Device Manager'''
<br>4. Click the "+" on the '''Disk Drives'''
<br>5. Count how many "Drives" that your computer is currently using.
<br>6. When the Error message pops up then count how many '''Drives''' it

<br>'''Note:''' On some computers you will see duplicate entries in your device manager. You will need to Disable the duplicates.
<br>[[File:DuplicateDiscs.png]]

== QuickBooks warning 550 ==
999: Unrecognized QuickBooks warning: 550: The Customers object was saved successfully, but its corresponding Notes record could not be saved.

<br>This is a warning / bug from QuickBooks which High5 can't do anything about. The record should be updated with the sync, but to stop getting the error you must go to the record in QuickBooks and enter any character in the Notes.

==SQLink Error 511 - QBRequestID has been used previously for another request ==
This message is from QuickBooks. Usually closing and reopening QB will clear the message and reset the request processor. We've noticed that the QB ID generator sometimes gets stuck, and when it does, this is the outcome.
<br>[[File:Error511_QBRequestID.png]]

<br>To resolve, close QuickBooks and reopen. This should reset the QuickBooks ID generation
<br>May have to re-check Export Invoice to QB and Bill or PO

File:USBunplug.jpg

2016-02-09T21:12:44Z

CraigL:

File:USBdissconnect.jpg

2016-02-09T21:12:29Z

CraigL:

File:USBadmin.jpg

2016-02-09T21:12:15Z

CraigL:

Email Settings

2016-01-28T22:26:07Z

CraigL:

To setup your email account, click '''Preferences''' at the top of SME. Click the '''Email''' tab.

Note: Administrator (Admin account) requires a working SMTP outgoing email to publish dispatch to tech calendars and for outgoing emails from order status changes (automated outgoing email). It's important to verify that the admin outgoing email is setup properly by logging in as admin and set email to SMTP and test sending out a report (for example email out a service order).

<br>This is a user setting and will be done on each SME users login. Here you can decide if emails sent from SME go out through Outlook or another email client, or if they go out through SME.

[[File:EmailPreferences.jpg]]

# Log into SME as the User you need to setup.
# Click '''Preferences'''.
# In the Current User Preferences, select the '''Email''' tab and fill out the following fields:

<br>Check SMTP if you are sending email directly through SME.
<br>Check MAPI and when sending email from SME your email client such as Outlook will open and the email will be send from there.

<br>If checking SMTP:
* Outgoing Email Server – Type your SMTP server or Exchange Server Name. Gmail is smtp.gmail.com.
* Email login name User Name – Type your email or Exchange User Name
* Proper Name – Type your users full name.
* Email Address
* Password - Your email password, get this from your IT group if you do not know.
* Port – leave blank if the port is standard
** Port 587 used for gmail and Outlook 365
* Encryption - Set the encryption as specified by your email provider
** None: No encryption
** SSL v2, v2.3. v3
** TLS: Used by gmail and outlook 365

Note: Some email servers may block emails coming from SME. Work with your IT group or email provider if emails are not going out through SMTP.

<br>If you are using '''Gmail''', entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail.

'''If you cannot email from SME make sure you have this setting in your Gmail Account set:'''
* Sign into Google Account
* Go to this link: https://myaccount.google.com/security
* Make sure the following is set to on, located near bottom of page:

[[File:lessSecureApps.png]]

'''IF UPDATING SME AND GMAIL IS USED FOLLOW THESE FOLLOWING STEPS:'''
<br>When emailing from SME through Gmail you will need to authorize SME in Gmail. You will also need to be logged into both SME and Gmail before you can email. If you encounter errors with login credentials, you’ll need to log out of both SME, and Gmail and log back in before attempting to email. This is an Admin setting and an individual Gmail account setting.

Gmail – Authorizing less secure apps:
* Log out of SME and Gmail
* Log back into SME
* Make Gmail settings changes
* Log back into Gmail & SME
This is both a user level setting as well as a admin setting.

For users:
https://myaccount.google.com/security?utm_source=OGB&pli=1#activity
<br>Scroll to the bottom and turn on access less secure apps:
<br>
[[File:lessSecureApps.png]]

For the Admin setting:
https://www.google.com/settings/security/lesssecureapps
<br>
[[File:gmailLessSecureApp.png]]

== If you are using Outlook, you can do the following to look up your email account information: ==
Note: Admin email should use SMTP not MAPI to support publish dispatch and automated outgoing email.

<br>In Outlook, click '''Tools''' > '''Account Settings'''
<br>Choose your account
<br>[[File:EmailAccounts.png]]
<br>You will see your outgoing email server, username
<br>To get your ports click the '''More Settings''' button
<br>[[File:Outlook_InternetEmailSettings.png]]
<br>Match these settings in SME.
<br>[[File:InternetEmailSEttings_AdvancedTab.png]]

Email Settings

2016-01-28T22:25:03Z

CraigL:

To setup your email account, click '''Preferences''' at the top of SME. Click the '''Email''' tab.

Note: Administrator (Admin account) requires a working SMTP outgoing email to publish dispatch to tech calendars and for outgoing emails from order status changes (automated outgoing email). It's important to verify that the admin outgoing email is setup properly by logging in as admin and set email to SMTP and test sending out a report (for example email out a service order).

<br>This is a user setting and will be done on each SME users login. Here you can decide if emails sent from SME go out through Outlook or another email client, or if they go out through SME.

[[File:EmailPreferences.jpg]]

# Log into SME as the User you need to setup.
# Click '''Preferences'''.
# In the Current User Preferences, select the '''Email''' tab and fill out the following fields:

<br>Check SMTP if you are sending email directly through SME.
<br>Check MAPI and when sending email from SME your email client such as Outlook will open and the email will be send from there.

<br>If checking SMTP:
* Outgoing Email Server – Type your SMTP server or Exchange Server Name. Gmail is smtp.gmail.com.
* Email login name User Name – Type your email or Exchange User Name
* Proper Name – Type your users full name.
* Email Address
* Password - Your email password, get this from your IT group if you do not know.
* Port – leave blank if the port is standard
** Port 587 used for gmail and Outlook 365
* Encryption - Set the encryption as specified by your email provider
** None: No encryption
** SSL v2, v2.3. v3
** TLS: Used by gmail and outlook 365

Note: Some email servers may block emails coming from SME. Work with your IT group or email provider if emails are not going out through SMTP.

<br>If you are using '''Gmail''', entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail.

'''If you cannot email from SME make sure you have this setting in your Gmail Account set:'''
* Sign into Google Account
* Go to this link: https://myaccount.google.com/security
* Make sure the following is set to on, located near bottom of page:

[[File:lessSecureApps.png]]

'''IF UPDATING SME AND GMAIL IS USED FOLLOW THESE FOLLOWING STEPS:'''
<br>When emailing from SME through Gmail you will need to authorize SME in Gmail. You will also need to be logged into both SME and Gmail before you can email. If you encounter errors with login credentials, you’ll need to log out of both SME, and Gmail and log back in before attempting to email. This is an Admin setting and an individual Gmail account setting.

Gmail – Authorizing less secure apps:
* Log out of SME and Gmail
* Log back into SME
* Make Gmail settings changes
* Log back into Gmail & SME
This is both a user level setting as well as a admin setting.

For users:
https://myaccount.google.com/security?utm_source=OGB&pli=1#activity
<br>Scroll to the bottom and turn on access less secure apps:
[[File:lessSecureApps.png]]

For the Admin setting:
https://www.google.com/settings/security/lesssecureapps
<br>
[[gmailLessSecureApp.png]]

== If you are using Outlook, you can do the following to look up your email account information: ==
Note: Admin email should use SMTP not MAPI to support publish dispatch and automated outgoing email.

<br>In Outlook, click '''Tools''' > '''Account Settings'''
<br>Choose your account
<br>[[File:EmailAccounts.png]]
<br>You will see your outgoing email server, username
<br>To get your ports click the '''More Settings''' button
<br>[[File:Outlook_InternetEmailSettings.png]]
<br>Match these settings in SME.
<br>[[File:InternetEmailSEttings_AdvancedTab.png]]

Email Settings

2016-01-28T22:23:21Z

CraigL: Added after update gmail settings

To setup your email account, click '''Preferences''' at the top of SME. Click the '''Email''' tab.

Note: Administrator (Admin account) requires a working SMTP outgoing email to publish dispatch to tech calendars and for outgoing emails from order status changes (automated outgoing email). It's important to verify that the admin outgoing email is setup properly by logging in as admin and set email to SMTP and test sending out a report (for example email out a service order).

<br>This is a user setting and will be done on each SME users login. Here you can decide if emails sent from SME go out through Outlook or another email client, or if they go out through SME.

[[File:EmailPreferences.jpg]]

# Log into SME as the User you need to setup.
# Click '''Preferences'''.
# In the Current User Preferences, select the '''Email''' tab and fill out the following fields:

<br>Check SMTP if you are sending email directly through SME.
<br>Check MAPI and when sending email from SME your email client such as Outlook will open and the email will be send from there.

<br>If checking SMTP:
* Outgoing Email Server – Type your SMTP server or Exchange Server Name. Gmail is smtp.gmail.com.
* Email login name User Name – Type your email or Exchange User Name
* Proper Name – Type your users full name.
* Email Address
* Password - Your email password, get this from your IT group if you do not know.
* Port – leave blank if the port is standard
** Port 587 used for gmail and Outlook 365
* Encryption - Set the encryption as specified by your email provider
** None: No encryption
** SSL v2, v2.3. v3
** TLS: Used by gmail and outlook 365

Note: Some email servers may block emails coming from SME. Work with your IT group or email provider if emails are not going out through SMTP.

<br>If you are using '''Gmail''', entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail.

'''If you cannot email from SME make sure you have this setting in your Gmail Account set:'''
* Sign into Google Account
* Go to this link: https://myaccount.google.com/security
* Make sure the following is set to on, located near bottom of page:

[[File:lessSecureApps.png]]

'''IF UPDATING SME AND GMAIL IS USED FOLLOW THESE FOLLOWING STEPS:'''
When emailing from SME through Gmail you will need to authorize SME in Gmail. You will also need to be logged into both SME and Gmail before you can email. If you encounter errors with login credentials, you’ll need to log out of both SME, and Gmail and log back in before attempting to email. This is an Admin setting and an individual Gmail account setting.

Gmail – Authorizing less secure apps:
* Log out of SME and Gmail
* Log back into SME
* Make Gmail settings changes
* Log back into Gmail & SME
This is both a user level setting as well as a admin setting.

For users:
https://myaccount.google.com/security?utm_source=OGB&pli=1#activity
Scroll to the bottom and turn on access less secure apps:
[[File:lessSecureApps.png]]

For the Admin setting:
https://www.google.com/settings/security/lesssecureapps
[[gmailLessSecureApp.png]]

== If you are using Outlook, you can do the following to look up your email account information: ==
Note: Admin email should use SMTP not MAPI to support publish dispatch and automated outgoing email.

<br>In Outlook, click '''Tools''' > '''Account Settings'''
<br>Choose your account
<br>[[File:EmailAccounts.png]]
<br>You will see your outgoing email server, username
<br>To get your ports click the '''More Settings''' button
<br>[[File:Outlook_InternetEmailSettings.png]]
<br>Match these settings in SME.
<br>[[File:InternetEmailSEttings_AdvancedTab.png]]

File:GmailLessSecureApp.png

2016-01-28T21:41:50Z

CraigL:

SME 8.1 - Revision History

2016-01-28T21:40:53Z

CraigL: added .100

'''Date: /01/28/2016/ Version: 8.1.5.100'''
*Reports/Modified/Report editing taking too long to open up when editing a report

'''Date: /01/25/2016/ Version: 8.1.5.99'''
*Scheduled Services/Fixed/Day count was off by 1 due to leap year
*Orders/Fixed/If Assigned To was a Work Group the work group name would not populate
*Orders/Fixed/Issue when selecting items from mobile
*Inventory Transfer/Fixed/If the transfer does not have a detail connection relink the data or create a new link and use it
*System/Modified/Information on the Class prompt dialogue pop-up
*System/Added/Default Price Book. Setting is under: Setup> Company> Customer Defaults> Rates & Charges Defaults> Price Book.
*System/Issues/Modified to integrate better with auto incoming email

'''Date: /01/14/2016/ Version: 8.1.5.98'''
*Orders/Modified/Rewrote data import from Order Items tab to include cost and retail
*Inventory/Modified/Removed vendor update prompt when the vendor flag in Setup> Company> Inventory is 'UnChecked'
*Inventory/Modified/Will now update inventory if any markup flags are set
*Inventory/Added/Tech Code to batch process all inventory items with any Markup flags set
*System/Added/Class requirement for PO module now optional
*Of the above items the PO Class & Vendor prompt are new flags on the Setup> company> inventory page in SME.
[[File:InventoryOptions.98.png]]

'''Date: /01/12/2016/ Version: 8.1.5.97'''
*Inventory/Modified/Allow non inventory to be RMA'd
*Orders/Fixed/Set Labor Cost to the Service Item labor Cost when entered from mobile
*System/Modified/SQL functionality to address speed issues in very active databases
*SQLink/Modified/Allow importing of QB items when QB allows duplicate QB ID's - Tax Related

'''Date: /12/22/2015/ Version: 8.1.5.96'''
*Dispatch/Fixed/Cannot drag an order to Dispatch that has an Order Status set to 'Not' show in Dispatch
*Inventory/Added/Option to not prompt to update Vendor Items - 'Advanced Vendor Options'
*Batch Print/Modified/Filter out Voided Orders
*Orders/Fixed/Calculating taxes on Fixed Rate records
*System/Modified/Functionality for saving records

'''Date: /12/15/2015/ Version: 8.1.5.95'''
*Purchase Order/Fixed/Order Status/Order Status changing on orders where items had already been received.
*Purchase Order/Modified/Reorder quantity pulling from incorrect record
*Purchase Order/Modified/Batch PO initializing from wrong routine
*Maintenance Contracts/Fixed/Could not remove invoice from contract
*Inventory/Fixed/When on non-inventory item the Stock & Material Detail tabs were still showing. They should not.

'''Date: /12/14/2015/ Version: 8.1.5.94'''
*System/Modified/Functionality for SQL 2012 and beyond
*System/Modified/Functionality for record locking

'''Date: /12/10/2015/ Version: 8.1.5.93'''
*Inventory/Fixed/Stock Add form not closing

'''Date: /11/12/2015/ Version: 8.1.5.92'''
*Purchase Order/Fixed/Removing POItems causing order items to go into a JIT status when linked and the POItem had not been received. Which could cause Invoiced items to go into a JIT status.

'''Date: /11/02/2015/ Version: 8.1.5.91'''
*Orders/Fixed/Cost zeroing out when added to the order

'''Date: /10/28/2015/ Version: 8.1.5.90'''
*System/Added/Permission to delete closed Purchase orders flag
*Orders/Added/Unavailable time records now calculate scheduled hours.
*System/Added/Autorun tech code to calculated scheduled hours on future unavailable records.

'''Date: /10/14/2015/ Version: 8.1.5.89'''
*Inventory/Reconcile/Fixed/The label on allocation screen for needed count to fulfill required action
*Inventory/Reconcile/Added/Button on allocation screen to auto revert reserved items to allocated status until count needed is met
*Inventory/Reconcile/Modified/Moved the prompt to close batch to AFTER the reconciliation logic has taken place, and displays the number of unreconciled records remaining that require further action.
*Inventory/Reconcile/Modified/When creating material detail for physical count use current cost/retail from inventory
*Inventory/Reconcile/Fixed/Spelling for 'physical count record not found' message

'''Date: /10/12/2015/ Version: 8.1.5.88'''
*Vendors/Modified/Added Cost and Retail to the update logic for Vendor Items

'''Date: /10/09/2015/ Version: 8.1.5.87'''
*Orders/Added/Link Service Item to Wage Item
*Orders/Added/When Changing service item initialize the wage item
*Orders/Fixed/Selection button disabled on editors
*Orders/Fixed/Order Items tab spelling error

'''Date: /10/05/2015/ Version: 8.1.5.86'''
*Orders/Modified/Opened Labor Cost to allow editing after invoicing. Note: the Cost can only be adjusted if the Billing status or Price Book does not link Scheduled and Billing

'''Date: /10/03/2015/ Version: 8.1.5.85'''
*Utilities/Modified/Inventory Reconciliation now has a button to Accept all items in the batch. Note: You must do Import Physical Counts prior to accepting all items.

'''Date: /09/30/2015/ Version: 8.1.5.84'''
*Orders/Fixed/Labor Editor Tech lookup was not placing selection in the Tech field

'''Date: /09/22/2015/ Version: 8.1.5.83'''
*PO/Added/Ability to update inventory cost and retail from the DEFAULT LANDED vendor/vendor items
*Orders/Modified/If user cannot edit invoiced orders they also cannot edit the line items in any way, if the line item has been invoiced. If user can edit invoiced orders, they can also edit the line items, unless the line items are fully invoiced, in which case, specific fields are blocked. If user has ability to edit orders they can add line items to invoiced orders.
*System/Fixed/Lists - Service Codes were causing SME to freeze when edited
*Vendor Items/Added/Update options after editing record
*Inventory/Added/Prompt to update all Vendor Items if select fields have changed
*Vendor Items/Added/Vendor Items can be updated when select fields on the inventory item changes
*Vendor/Added/Action menu item to add vendor items when the vendor is a parent vendor
*Vendor/Fixed/Child vendors were updating from parent based on ParentID and not the ParentUID
*Inventory/Added/Logic to clone vendor item record (if found) from the inventory default vendor for each child vendor (if found, and vendor item doesn't exist for vendor's default zone)

'''Date: /09/14/2015/ Version: 8.1.5.82'''
*Orders/Modified/Allow editing of selected fields when the order is fully invoiced.
*Inventory/Modified/Update landed cost from PO
*Vendors/Added/MSRP field

'''Date: /09/04/2015/ Version: 8.1.5.81'''
*System/Fixed/Search now excludes Voided orders
*System/Fixed/Tax mode was backwards. Using U.S. taxes in Canadian mode

'''Date: /08/30/2015/ Version: 8.1.5.80'''
*Inventory Reconciliation/Fixed/Sort on Item Name was not sorting

'''Date: /08/28/2015/ Version: 8.1.5.79'''
*Orders/Fixed/Work Group filtering when editing a labor entry with only the work group selected
*Customer/Fixed/Error when deleting a customer
*Purchase Order/Fixed/Class check now checking in PO module
*Orders/Fixed/Total Cost not updating based on quantity

'''Date: /08/20/2015/ Version: 8.1.5.78'''
*Orders/Fixed/Errors converting when item records have null values from historical data
*Inventory Recon/Converting imported records to a batch
*SQLink/Modification/Use name instead of user name for sales person import
*SQLink/Fixed/Set is active if user does not have a tech ID

'''Date: /08/19/2015/ Version: 8.1.5.77'''
*Labor/Fixed/Error creating new labor in Canadian version

'''Date: /08/14/2015/ Version: 8.1.5.76'''
*Not released

'''Date: /08/03/2015/ Version: 8.1.5.75'''
*Inventory Snapshot/Modified/Rewrote logic used to generate the inventory snapshot due to issues when there are 1m records

'''Date: /07/31/2015/ Version: 8.1.5.74'''
*Recurring Orders/Fixed/Error when adding a new record and there was a default service item assigned
*Utilities/Modified/Clone logic now includes optional settings for cloning Customers/Vendors/Inventory/Service Items/Employees
*Invoicing/Fixed/Bug with refunds screen

'''Date: / 07/24/2015/ Version: 8.1.5.73/8.1.4.27'''
*System/Fixed/Search View Export/Excel export now working from all views
*Customer/Fixed/Duplicating customers now working correctly
*System/Modification/Inventory Recondition/Added Dates to the Batch Selector and the grid. Added Closed field.
*SQLink/Fixed/Settings/fixed : Set billable flag when record not assigned SLA category, or SLA category set to no charge
*SQLink/Added/Notes/Send 'What I Did' on notes
*SQLink/Added/Timesheets/If timesheet doesn't have payroll item, then user order/proposal task, THEN user default

'''Date: / 07/01/2015/ Version: 8.1.5.72'''
*System/Modified/Move Tax logic back to the executable due to SQL issues merging the data
*Utilities/Fixed/Running inventory recreate details
*PO/Fixed/Items not getting set as received when received

'''Date: / 06/30/2015/ Version: 8.1.5.71'''
*System/Fixed/Not hiding commission info on totals tab
*PO/Modified/Do not recalculate PO counts if nothing received

'''Date: / 06/29/2015/ Version: 8.1.5.70\SQLink 8.1.5.23'''
*Vendors/Modified/Do not export if the vendor is an SME only vendor
*SQLink/Added/Parent Vendor only import/export
*SQLink/Added/Export only Parent Vendors if the option is set

'''Date: / 06/23/2015/ Version: 8.1.4.69'''
*System/Fixed/Tax group name causing error when editing or creating new records
*Orders/Fixed/Could not edit labor when invoiced count equaled zero

'''Date: / 06/19/2015/ Version: 8.1.4.68/SQLink 8.1.4.22'''
*SQLink/Fixed/PO not exporting correctly when Customer name not in QB
*Orders/Fixed/Selecting stock after it has been set to JIT or Allocated
*Setup/Fixed/User Setup not restricting editing when not allowed
*Reports/Modified/Now limiting query when opening a report to edit
*Dispatch/Modified/Include blank Zones in dropdowns
*Dispatch/Fixed/Query when selecting options
*Dispatch/Fixed/OK button error when no record was selected

'''Date: / 06/11/2015/ Version: 8.1.4.67 - Not released'''

'''Date: / 06/06/2015/ Version: 8.1.4.66'''
*Orders/Fixed/Could not edit text lines
*Purchase Orders/Fixed/Customer was dropped when exporting a PO created from orders

'''Date: / 06/05/2015/ Version: 8.1.4.65'''
*Recurring Orders/Fixed/Next Date prompt was locked on requesting a next date when it was already set
*Recurring Orders/Modified/Set the next date from the order generation, if available, next date, or current date
*Recurring Orders/Modified/When saving line item set the next generation if the order is in edit/insert mode
*System/Modified/Show taxes on inventory & service items if SME is in Canadian mode
*System/Modified/Use the tax code on the items from labor/services/inventory
*Dispatch/Fixed/Double Click on order in grid jumps to the correct order
*Orders/Fixed/Package items were not getting set as on PO

'''Date: / 06/04/2015/ Version: 8.1.4.64'''
*System/Taxes/Add ability to set item tax on the items
*Orders/Fixed/Add the item tax when adding the item to an order regardless of any other tax setting
*System/Utilities/Added feature to Clone the database
*Customer/Fixed/Editing customer equipment maintenance activities in Windows 8/server 2012

'''Date: / 06/03/2015/ Version: 8.1.4.63'''
*Inventory/Modified/Reconciliation now has closed flag for physical count batches
*Inventory/Fixed/Reconciliation dates getting set on items that were loaded in the batch but not adjusted
*Inventory/Modified/Reconciliation - close all batches before creating a new batch
*Inventory/Added/Inventory Reconciliation history table
*Inventory/Added/Ability to reconcile by individual item or by batch

'''Date: / 06/03/2015/ Version: 8.1.4.62'''
*Purchase Order/Fixed/PO Items not getting set as received if the items were in a package
*Orders/Added/Site Notes to Notes menu
*Inventory/Fixed/More fixes on Stock tab/Add Stock editor

'''Date: / 05/28/2015/ Version: 8.1.4.61/SQLink 8.1.4.21'''
*Orders/Fixed/Material editor error editing material
*Customer Equipment/Fixed/Error adding equipment from the Customer Equipment module
*Purchase Order/Fixed/PO Item Editor Vendor Item search not loading
*Orders/Fixed/Customer Equipment PO Status was not updating when an item was placed on a PO
*Purchase Order/Fixed/PO Item tab order number filled in wrong when the PO was created from a cloned order
*Orders/Added/Site Notes to Notes menu
*Inventory/Fixed/More fixes on Stock tab/Add Stock editor
*SQLink/Fixed/Invoices were exporting to QB with all items as non-tax due to changes in Canadian logic

'''Date: / 05/27/2015/ Version: 8.1.4.60/SQLink 8.1.4.20'''
*SQLink/Added/Taxes/When calculating taxes do not round line items only round the Total to match QuickBooks.
*System/Discounts/Set up Order level discounts on line item taxes (order must have a tax group or code).
*Inventory/Fixed/Stock Add form was calling the incorrect form.
*SQLink/Fixed/Taxing to depend on the line item, not the inventory item.
*SQLink/Fixed/Flagging taxable as false on records with float values for the field type.
*SQLink/Fixed/Tax details sometimes filtered out when calculating Canadian item taxes.
*System/Tax/Over rounding on tax line items.
*System/Fixed/Taxes discounts in QuickBooks Canadian only apply to items with 'matching' tax codes - i.e. if you have 3 items with HST, one item with P, and the item discount has 'HST' code (and is applied before taxes), SME will only apply to the three HST items.
*SQLink/Added/Flag to not update contacts between SME and QB. If Checked contacts will not import/export.
*SQLink/Added/Flag to not set SME prefix.
*SQLink/Added/Use PO Reference Number to SQLink options.
*SQLink/Added/PO Items Not Billable to options. If set status on items will be Billable.
*SQLink/Added/Tech Code, 360, to set the merge date on all fields so all info is not synced after a QuickBooks upgrade/update

'''Date: / 05/18/2015/ Version: 8.1.2.59 - Limited Released/SQLink 8.1.3.19'''
*System/Setup/Taxes - set up SME to work in Canadian versions without QB

'''Date: / 05/12/2015/ Version: 8.1.3.58/8.1.3.17'''
*SQLink/Added/Don't export reverse credits (auto generated in payments from invoices with negative balances)

'''Date: / 05/08/2015/ Version: 8.1.3.58/8.1.3.16'''
*SQLink/Added/When doing a resynch, don't flag overpayments and balancing payment for export
*SQLink/Added/When exporting invoices using summarized totals, separate the negatives from the positive amounts, and flag negative amounts as non-taxable
*SQLink/Fixed/Returning error 'invoice not found' when invoice billing company was different than payment billing company
*SQLink/Added/Help function - given an invoice number, return all invoice IDs found in QB, and all invoice IDs found in SME for that number

'''Date: / 05/05/2015/ Version: 8.1.3.57/8.1.3.15'''
*Payments/Modified/Added new parameter for online payments

'''Date: / 04/28/2015/ Version: 8.1.3.56'''
*System/Forms no longer open in Edit mode unless something is actually changing on the form
*Customer/Fixed/Error adding Prepaid hours
*Recurring Orders/Fixed/Misspelling on form
*Orders/Fixed/When converting set the 'Is Partial' flag on the order task records
*Orders/Fixed/Set the 'Is Fixed' flag after calculating with the partial billable hours. This will allow the changing of Billable hours for tracking without affecting the order total
*Orders/Fixed/Order task records with the 'Is Partial' flag set will not implement changes
*PO/Fixed/Error when receiving allocated items on an order
*Payments/Modified/Will now accept a partial payment
*Incoming Email/Modified/Now use phone number or email to parse out which company the incoming email is to generate a ticket for

'''Date: / 04/23/2015/ Version: 8.1.3.55/SQLink 8.1.3.14'''
*Contacts/Modified/When adding new contacts, IF there is no customer UID set on the record, set the customer UID to the order UID.
*Contacts/Modified/Tech Code to set Customer UID to Order UID on contacts with blank customer UID
*System/Snapshot/Widen total fields due to issue when converting from old versions of SMP
*Contacts/Added/Tech Code to update phones from contacts if the phone is on the contact but not the master table
*Orders/Modified/Delete from Contacts if the Customer UID = Order UID

'''Date: / 04/20/2015/ Version: 8.1.3.54/SQLink 8.1.3.14'''
*Inventory/Reconciliation/Added Grouping to the editor grid
*Inventory/Reconciliation/Added order number when item getting modified is on an order
*SQLink/Postsynch/Set flags based on date and if exported 'When possible' (Not possible for tech time and subcontractor)
*SQLink/GL/Fixed formatting on GL export Total Amount
*SQLink/Auto Logging/Save the log to a file when records exceed 5k. (Usually only happens on an initial import)

'''Date: / 04/17.2015/ Version: 8.1.3.53'''
*Inventory/Modified/Reconciliation set up to utilize the batch id for tracking
*Contacts/Modified/When canceling an order/invoice/proposal - Remove contacts added when a new customer record has been started in a module other than the customer module
*System/Added/Tech code to clear out all contacts without a customer UID
*Orders/Fixed/Order task records were not always updating when changed
*Orders/Fixed/Item Editor was not always applying the Force JIT option when it was set

'''Date: / 04.16.2015/ Version: 8.1.3.52'''
*Inventory/Modified/Reconciliation functionality testing

'''Date: / 03.27.2015/ Version: 8.1.3.51/SQLink 8.1.3.13 '''
*System/Added color for items that are on PO / New Functionality
*System/Setup/Added PO Received order status / New Functionality
*System/Modified/User Group Override Labor cost functionality / New Functionality
*Customer/Added/Default Order Status for Open & Closed / New Functionality
*System/Added/PO Order Status setting / New Functionality
*System/Added/Service Code default status / New Functionality
*System/Added/PO status logic - if set will notify user when all records are received / New Functionality
*System/Added/Fill in Service Code from customer, if blank use order / New Functionality
*Orders/Fixed/Text not showing on drop downs due to Font Color / New Functionality
*SQLink/Modified/Color on popup to lighter color / New Functionality

'''Date: / 03.25.2015/ Version: 8.1.3.50'''
*System/Updates/Change was dropping the DB permissions and was not able to reconnect them while building

'''Date: / 03.24.2015/ Version: 8.1.3.49'''
*Not released

'''Date: / 03.19.2015/ Version: 8.1.3.48'''
*Proposal/Fixed/Copy-Paste not working in Services Requested
*Orders/Fixed/Labor editor not updating when using Bill Status of Equal Scheduled
*Recurring Orders/Fixed/Bad field name error when cloning recurring orders
*Dispatch/Modified/Refresh added to view since dispatch was returning Record not found on some orders due to not refreshing the view
*Proposal/Fixed/Dot Net error when changing Billing status on task records
*Recurring Orders/Fixed/Error when manually generating a recurring order
*System/Modified/Removed POS customers that were created for Point of Sale app which is no longer used
*Recurring/Modified/Option to not generate outgoing emails when orders are entered from the customer portal - New Functionality
*System/Modified/Stop allowing typing if text goes beyond the field length. Match to Customer Portal/Tech Portal
*Setup/Added/Fonts now a system setting - New Functionality
*Inventory/Fixed/Transfer fixed so last line is now updated and re-editing is not necessary

'''Date: / 03.10.2015/ Version: 8.1.3.47'''
*Orders/Added/Batch info to the order, ID, Batch Date - New Functionality
*Invoice/Added/Create Recurring order form an invoice
*Orders/Added/Create a Recurring order from an order
*Setup/Added/Recurring Order settings as customer defaults - New Functionality
*Invoice/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Orders/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Proposals/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Batch Print/Modified/Now includes Batch Date in the Batch ID dropdown
*Recurring Orders/Modified/When copying to recurring order, do not copy package breakout items. packages change over time, so their items are not included on recurring orders
*Recurring Orders/Modified/Can now add packages

'''Date: / 03.06.2015/ Version: 8.1.3.46/SQLink 8.1.3.12'''
*Batch PO/Modified/Moved change notification from the grid to the table since drop downs were not filling in correctly
*Dispatch/Fixed/Invalid function error when adding a valid tech to an order
*SQLink/Added/Date range for re-export of data

'''Date: / 03.05.2015/ Version: 8.1.3.45/SQLink 8.1.3.11'''
*Purchase Order/Fixed/Do not prompt for re-export if nothing changed on PO when saving
*SQLink/Modified/For Canadian companies fill item tax info since items are used to set tax status
*Recurring Orders/Fixed/Error when deleting a subtotal from Order Items screen

'''Date: / 03.04.2015/ Version: 8.1.3.44'''
*System/Added/F10 Search for open PO's
*System/Added/Tools> Advanced> Set default font on memo fields - New functionality
*Invoice/Fixed/Adding items to an itemized invoice causing errors

'''Date: / 03.02.2015/ Version: 8.1.3.43'''
*Orders/Added/To Be emailed and To Be Printed to Details and Settings tab

'''Date: / 02.27.2015/ Version: 8.1.3.42/8.1.3.10'''
*Views/Modified/Filters always case sensitive
*SQLink/Modified/Do not export employee info from SME if Tech Time unchecked
*SQLink/Added/Resync date so user can select how far back in SME history to go
*SQLink/Modified/All open invoices will be exported, only payments tied to invoices will be exported, only PO's with received items will be exported

'''Date: / 02.25.2015/ Version: 8.1.3.41/8.1.3.8'''
*Payments/Added/Refund payment transaction info
*Payments/Added/Added payment methods for online refunds
*Payments/Added/Never allow export of refunded online payments
*SQLink/Added/Pull in tax/Non Tax if not already pulled in
*SQLink/Fixed/Bad field name on tax logic
*System/Fixed/Errors when converting custom tables from older versions

'''Date: / 02.17.2015/ Version: 8.1.2.40'''
*Batch Print/Modified/Added drop down for batch printing orders
*Batch Print/Added/Batch ID to grid batch printing orders
*Batch Print/Added/Column customization to grid
*Orders/Modified/Proposal/Order/Project triggers to only total if something changed
*Payments/Added/Refund payment logic

'''Date: / 02.16.2015/ Version: 8.1.2.39'''
*Recurring Order/Fixed/Invoice drop down not filling
*Orders/Added/Settings to maintain recurring batch order information

'''Date: / 02.14.2015/ Version: 8.1.2.38'''
*Setup/Credit Card Processing/Allow editing of settings
*System/Batch ID's/Added 'last' batch run to tables
*System/Tables/Added Is Clone if originated from a cloned record
*Recurring Order/Added/Convert as invoice and bypass order
*System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
*Customer/Added/If the customer is inactive clear credit card info
*Orders-PO's/Added/Do not send emails until cloning is finished
*System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
*System/Added/Auto generate recurring invoices/orders/services - New Functionality
*System/Added/Added : If the user is flagged to do the batch processes, (Preferences), check to see if the system flag has been set for batch (i.e. user flagged to do periodic maintenance, recurring settings have PM setup as 'include in batch). If set, use the batch processing for generation. This will be needed unless/until the site schedules jobs to do the batch processing instead. Batches now run the generation without interrupting SME processing.
*System/Modified/Don't generate activity unless there is a record count

'''Date: / 02.10.2015/ Version: 8.1.2.37'''
*Customer/Added/Customer/Store Credit Card grid
*Setup/Added/Setup/Company/System/Enable Pay Pro flag
*Invoice/Added/Pay Online option
*Payments/Added/Pay Online option
*Orders/Fixed/Do not override Cost/Price in the item editor when selecting stock
*System/Modified/If a user is Inactive turn off the Logged In Flag

'''Date: / 02.06.2015/ Version: 8.1.2.36'''
*System/Modified/Order tax handling

'''Date: / 02.04.2015/ Version: 8.1.2.35/SQLink 8.1.2.7'''
*System/DYN Export/Break out export files by month
*System/Added/Table to store Credit card info per customer
*SQLink/Modified/Added clear QB ID on PO tables
*SQLink/Fixed/Now matches existing wage item if it exists in SME

'''Date: / 02.03.2015/ Version: 8.1.2.34'''
*System/DYN Export/All exported invoices go out as 'in'
*System/Updates/Only rebuild indexes on tables with a modified structure

'''Date: / 01.30.2015/ Version: 8.1.2.33/SQLink 8.1.2.6'''
*SQLink/Added/Option to stop importing vendors from QB and only export from SME to QB
*SQLink/Added/Option to clear all QB UID's and other imported QB info to allow SME to sync with a new QB Company file
*SQLink/Modified/Only use the QB UID for searching in QB for an existing item on a re-sync
*PO/Fixed/Bad field name in a PO export query

'''Date: / 01.27.2015/ Version: 8.1.1.32/SQLink 8.1.1.5'''
*SQLink/Modified/Added a tech code to turn off SQLink if a customer decided to stop using QB
*System/DYN Export/Show QB ID flag
*SQLink/Modified/Export of Partner Discounts to always be a positive number

'''Date: / 01.21.2015/ Version: 8.1.1.31'''
*Purchase Orders/Fixed/Data not getting set correctly if editing after closing the PO
*Purchase Orders/Fixed/Creating multiple material detail records when : the cost had changed AND the item was not serialized AND the available quantity < the po Item quantity (which resulted in a split condition)

'''Date: / 01.16.2015/ Version: 8.1.1.30'''
*System/Added/Work Groups to the Assigned To lists for selection
*System/Added/If the Assigned To is a Work Group set all new tasks for the Work Group
*System/Added/Work Group editor added email field
*Orders/Added/Work Group query for reporting
*Orders/Added/Salesperson to Order Status table
*Orders/Added/Work Group logic on item editor
*Auto Email/Added/Check Work Group emails for Auto Outgoing emails
*Auto Email/Added/Added salesperson to Auto Outgoing emails
*Auto Email/Added/Work Group to task emails. If work group exists and has non blank email, use that email, otherwise, use tech's/vendor's email
*Routines/Fixed/Misspelling of salesperson causing emails to stop going out

'''Date: / 01.15.2015/ Version: 8.1.1.29'''
*Purchase Orders/Modified/Items can now be imported from Excel to fill purchase orders
*System/Modified/No longer reports an error if license check fails
*System/Modified/Grid speed issues
*System/Modified/Set options on new databases
*System/Modified/Hide Web Reports Option unless Web Reports are enabled on the database
*Dispatch/Modified/Right Click menu item 'Email Ticket' now calls same form as the orders modules
*System/Added/Option to disable multi-threading on grids for Windows 8 and server 2012

'''Date: / 01.12.2015/ Version: 8.1.1.28'''
*System/Added/Menu item to toggle all print flags if some are set they will clear and the others will set
*RMA/Modified/When receiving RMA Item, if the permanent removal is not checked, always treat it as if the 'replace item' were.
*Orders/Modified/Some orders were never going to 100% invoiced due to item deletion and addition after initial invoice
*System/Conversion/Triggers not correctly set when converting from versions prior to 8.0
*System/Auto Email/Custom fields that match between modules were not getting filled in on automatically generated orders

'''Date: / 01.09.2015/ Version: 8.1.1.27'''
*Inventory/Fixed/Editor on Material Detail tab was not filling information correctly
*System/Conversion/Corrected auto run tech code

'''Date: / 01.08.2015/ Version: 8.1.1.26'''
*Orders/Fixed/Add to Company Equipment flag dropped when adding them to an order
*System/Modified/Dynamics data export
*System/Fixed/Message when logging into a database other than the default in multi database systems

'''Date: / 01.07.2015/ Version: 8.1.1.25'''
*System/Modified/Further disabling of grid sorting
*SQLink/Fixed/Tax formatting was three places

'''Date: / 01.06.2015/ Version: 8.1.1.24'''
*System/Limit license check to 2 tries before defaulting to temporary status

'''Date: / 01.05.2015/ Version: 8.1.1.23'''
*Orders/Fixed/Dataset not on edit mode
*System/Modified/Temporary disabling of grids calling multiple table queries to fill the results
*System/Added/Excel export to .xlsx extensions
*System/Fixed/Data file path for the Grid Excel export option

'''Date: / 12.18.2014/ Version: 8.1.1.22'''
*Orders/Modified/Material Editor/Location now read when the item is selected to avoid warehouse issues
*System/Modified/Class now carries from Service Items through all modules to invoices
*System/Modified/Maintenance Contract numbers now carry through in the ref# field to invoices generated from recurring invoices
*Orders/Modified/Material Editor/Changing the warehouse on an item that was using a different warehouse no longer auto transfers the stock to the newly selected location

'''Date: / 12.17.2014/ Version: 8.1.1.21'''
*System/Modified/Dynamics data export
*Orders/Fixed/Labor Editor had an infinite loop when changing billable amount. Only happened when it was not associated with a scheduled amount change
*System/Modified/Maintenance/Warranty Expiration/Now checks that minimum dates are set since if they are not SME could generate false records

'''Date: / 12.17.2014/ Version: 8.1.1.20'''
*Auto Email/Fixed/Subject line character restrictions for special characters
*System/Export/Modified Dynamics export

'''Date: / 12.16.2014/ Version: 8.1.1.19'''
*System/Modified/Update now pulls from 8.1 update FTP folders

'''Date: / 12.15.2014/ Version: 8.1.1.18'''
*Orders/Fixed/Issue with Contract Number on editor
*System/Fixed/Form Code not pulling in custom tab when form code is used
*Purchase Order/Fixed/Only reduce counts if they are greater than the received count

'''Date: / 12.12.2014/ Version: 8.1.1.17/SQLink 8.1.1.3'''
*System/Fixed/Journal entries not displaying on entering the tab

'''Date: / 12.10.2014/ Version: 8.1.1.16/SQLink 8.1.1.2'''
*Inventory/Fixed/PO Account ID in Link options
*SQLink/Added/Option to ignore the customer when only Billing Customers are stored in QuickBooks

'''Date: / 12.08.2014/ Version: 8.1.0.15'''
*System/Modified/Export for Dynamics

'''Date: / 12.08.2014/ Version: 8.1.0.15'''
*System/Modified/Export for Dynamics

'''Date: / 12.06.2014/ Version: 8.1.0.14'''
*System/Added/Export method for text export to MS Dynamics

'''Date: / 12.05.2014/ Version: 8.1.0.13'''
*System/Modified/HTML text editor update to fix pasting images into SME
*System/Fixed/Conversion when database names do not match SQL conventions
*System/Modified/Error log messages

'''Date: / 12.03.2014/ Version: 8.1.0.12'''
*Inventory/Fixed/incorrect field name in vendor items query
*System/Modified/Locking of data in SQL
*System/Modified/Reduced attempts to write locked data from 10 tries to 5 in SQL
*Orders/Service Items/Fixed/Issue when writing Class Name on Recurring generation

'''Date: / 12.02.2014/ Version: 8.1.0.11'''
*System/Modified/Contacts/Filter by both Site and Billing
*Purchase Order/Fixed/Adding item to PO that was created from an order would fill in the order number
*Maintenance Contracts/Fixed/Updating maintenance contract was resetting the Recurring Invoice start date

'''Date: / 12.01.2014/ Version: 8.1.0.10'''
*Users/Fixed/Code value updates with user name changes
*Dispatch/Modified/Moved more processes to tables as opposed to temp tables
*Orders/Fixed/Grid issue when selecting multiple items from the Partial Invoice screen was causing SME to crash
*Dispatch/Modified/Assets moved from temp table to permanent table
*Dispatch/Modified/Voided orders no longer show in Dispatch

'''Date: / 11.24.2014/ Version: 8.1.0.9'''
*System/Tech Code/Runs tech code to revert all failed order conversions
*SQLink/Updated/Now updated to SME 8.1

'''Date: / 11.19.2014/ Version: 8.1.0.8'''
*System/Added/Fields and tables for dynamic export
*System/Added/Logic to fill the dynamic tables
*Packages/Fixed/Error calculating package item totals when price is generated

'''Date: / 11.18.2014/ Version: 8.1.0.7'''
*Dispatch/Fixed/Error scrolling records when no options are set on settings tab
*Orders/Fixed/Error when scrolling through combined invoices on the Service/Install tabs
*Batch PO/Fixed/Trigger not getting re-initialized when updating
*Recurring Invoices/Fixed/Error when posting Recurring Invoices.

'''Date: / 11.12.2014/ Version: 8.1.0.6'''
*System/Modified/Batch PO/Added Item Number to grid
*System/Modified/Orders/Made Require Service Code an option
*System/Modified/Order/Added Allocated warning when adding orders to combined invoices
*System/Modified/Order handling from SME Mobile was causing occasional duplicate order UID's
*System/Fixed/Error logging and record update time/out issues
*System/Fixed/Saving records under Customer Equipment was not writing info to the new table but placing them in the old table

'''Date: / 11.11.2014/ Version: 8.1.0.5'''
*Batch PO/Fixed/Edit function in grid stopped working

'''Date: / 11.7.2014/ Version: 8.1.0.4'''
*Activities/Fixed/Alarms returning way too many records after database rebuild

'''Date: / 11.6.2014/ Version: 8.1.0.3'''
*System/Fixed/Orders/History tabs not saving settings and displaying correctly
*Proposals/Fixed/Fixed rates tab not calculating
*Inventory/Fixed/Transfers not completing the last record on multiple record transfers

'''Date: / 11.4.2014/ Version: 8.1.0.2'''
*System/Add/Zone filter to Proposal/Orders/Invoices to prevent 'Cannot add to order when adding from Dispatch'
*System/Add/Use Dispatch view for lookups when adding to dispatch. In some cases you may not see a refresh if you are on service and drag a proposal to dispatch
*System/Fixed/Error when adding new records. UID was initialized in the incorrect place. Causing prompts for SLA & Class re-initialization
*System/Modified/Tech certification check only if there are labor task records
*System/Updated/to latest component sets on all grids/dispatch controls/reporting controls/and data controls
*System/Fixed/Batch PO/Filters not functioning as planned
*System/Fixed/Error message on shutting down SME

'''Date: / 10.31.2014/ Version: 8.1.0.1'''
*Batch PO/Added/Button to only close modified PO's
*Batch PO/Added/Button for full regenerate of all PO's
*Batch PO/Modified/Fill table now only fills required PO's instead of all PO's
*Batch PO/Modified/Grid settings to improve speed
*Batch PO/Modified/Only add missing records to the grid instead of completely reloading the grid

'''Date: / 10.30.2014/ Version: 8.1.0.1'''
*Dispatch/Modified/Dispatch id's to tech, vendor, service, install, proposal, invoice
*Dispatch/Modified/Uses temp table for labor, uses view data vs query and updates ( Now the ID's necessary for dispatch are on the tables)
*Dispatch/Modified/Tracked and fixed 'missing' field errors when adding labor from project
*Dispatch/Modified/Creates view for labor and orders
*Purchase Order Batch PO/Modified/Added button to only close GENERATED records
*Purchase Order Batch PO/Added button for FULL regenerate
*Purchase Order Bulk Import/Modified/Fill table now only generates REQUIRED records, vs all 5000 records
*Purchase Order Bulk Import/Modified/Required records defined as 'close all records that have been generated or have a defined minimum level.
*Purchase Order Batch PO/Fixed/Grid settings to speedup process
*Purchase Order Batch PO/Modified/Only 'missing' records are regenerated.

SME 8.1 - Revision History

2016-01-26T18:45:15Z

CraigL: added .99

'''Date: /01/25/2016/ Version: 8.1.5.99'''
*Scheduled Services/Fixed/Day count was off by 1 due to leap year
*Orders/Fixed/If Assigned To was a Work Group the work group name would not populate
*Orders/Fixed/Issue when selecting items from mobile
*Inventory Transfer/Fixed/If the transfer does not have a detail connection relink the data or create a new link and use it
*System/Modified/Information on the Class prompt dialogue pop-up
*System/Added/Default Price Book. Setting is under: Setup> Company> Customer Defaults> Rates & Charges Defaults> Price Book.
*System/Issues/Modified to integrate better with auto incoming email

'''Date: /01/14/2016/ Version: 8.1.5.98'''
*Orders/Modified/Rewrote data import from Order Items tab to include cost and retail
*Inventory/Modified/Removed vendor update prompt when the vendor flag in Setup> Company> Inventory is 'UnChecked'
*Inventory/Modified/Will now update inventory if any markup flags are set
*Inventory/Added/Tech Code to batch process all inventory items with any Markup flags set
*System/Added/Class requirement for PO module now optional
*Of the above items the PO Class & Vendor prompt are new flags on the Setup> company> inventory page in SME.
[[File:InventoryOptions.98.png]]

'''Date: /01/12/2016/ Version: 8.1.5.97'''
*Inventory/Modified/Allow non inventory to be RMA'd
*Orders/Fixed/Set Labor Cost to the Service Item labor Cost when entered from mobile
*System/Modified/SQL functionality to address speed issues in very active databases
*SQLink/Modified/Allow importing of QB items when QB allows duplicate QB ID's - Tax Related

'''Date: /12/22/2015/ Version: 8.1.5.96'''
*Dispatch/Fixed/Cannot drag an order to Dispatch that has an Order Status set to 'Not' show in Dispatch
*Inventory/Added/Option to not prompt to update Vendor Items - 'Advanced Vendor Options'
*Batch Print/Modified/Filter out Voided Orders
*Orders/Fixed/Calculating taxes on Fixed Rate records
*System/Modified/Functionality for saving records

'''Date: /12/15/2015/ Version: 8.1.5.95'''
*Purchase Order/Fixed/Order Status/Order Status changing on orders where items had already been received.
*Purchase Order/Modified/Reorder quantity pulling from incorrect record
*Purchase Order/Modified/Batch PO initializing from wrong routine
*Maintenance Contracts/Fixed/Could not remove invoice from contract
*Inventory/Fixed/When on non-inventory item the Stock & Material Detail tabs were still showing. They should not.

'''Date: /12/14/2015/ Version: 8.1.5.94'''
*System/Modified/Functionality for SQL 2012 and beyond
*System/Modified/Functionality for record locking

'''Date: /12/10/2015/ Version: 8.1.5.93'''
*Inventory/Fixed/Stock Add form not closing

'''Date: /11/12/2015/ Version: 8.1.5.92'''
*Purchase Order/Fixed/Removing POItems causing order items to go into a JIT status when linked and the POItem had not been received. Which could cause Invoiced items to go into a JIT status.

'''Date: /11/02/2015/ Version: 8.1.5.91'''
*Orders/Fixed/Cost zeroing out when added to the order

'''Date: /10/28/2015/ Version: 8.1.5.90'''
*System/Added/Permission to delete closed Purchase orders flag
*Orders/Added/Unavailable time records now calculate scheduled hours.
*System/Added/Autorun tech code to calculated scheduled hours on future unavailable records.

'''Date: /10/14/2015/ Version: 8.1.5.89'''
*Inventory/Reconcile/Fixed/The label on allocation screen for needed count to fulfill required action
*Inventory/Reconcile/Added/Button on allocation screen to auto revert reserved items to allocated status until count needed is met
*Inventory/Reconcile/Modified/Moved the prompt to close batch to AFTER the reconciliation logic has taken place, and displays the number of unreconciled records remaining that require further action.
*Inventory/Reconcile/Modified/When creating material detail for physical count use current cost/retail from inventory
*Inventory/Reconcile/Fixed/Spelling for 'physical count record not found' message

'''Date: /10/12/2015/ Version: 8.1.5.88'''
*Vendors/Modified/Added Cost and Retail to the update logic for Vendor Items

'''Date: /10/09/2015/ Version: 8.1.5.87'''
*Orders/Added/Link Service Item to Wage Item
*Orders/Added/When Changing service item initialize the wage item
*Orders/Fixed/Selection button disabled on editors
*Orders/Fixed/Order Items tab spelling error

'''Date: /10/05/2015/ Version: 8.1.5.86'''
*Orders/Modified/Opened Labor Cost to allow editing after invoicing. Note: the Cost can only be adjusted if the Billing status or Price Book does not link Scheduled and Billing

'''Date: /10/03/2015/ Version: 8.1.5.85'''
*Utilities/Modified/Inventory Reconciliation now has a button to Accept all items in the batch. Note: You must do Import Physical Counts prior to accepting all items.

'''Date: /09/30/2015/ Version: 8.1.5.84'''
*Orders/Fixed/Labor Editor Tech lookup was not placing selection in the Tech field

'''Date: /09/22/2015/ Version: 8.1.5.83'''
*PO/Added/Ability to update inventory cost and retail from the DEFAULT LANDED vendor/vendor items
*Orders/Modified/If user cannot edit invoiced orders they also cannot edit the line items in any way, if the line item has been invoiced. If user can edit invoiced orders, they can also edit the line items, unless the line items are fully invoiced, in which case, specific fields are blocked. If user has ability to edit orders they can add line items to invoiced orders.
*System/Fixed/Lists - Service Codes were causing SME to freeze when edited
*Vendor Items/Added/Update options after editing record
*Inventory/Added/Prompt to update all Vendor Items if select fields have changed
*Vendor Items/Added/Vendor Items can be updated when select fields on the inventory item changes
*Vendor/Added/Action menu item to add vendor items when the vendor is a parent vendor
*Vendor/Fixed/Child vendors were updating from parent based on ParentID and not the ParentUID
*Inventory/Added/Logic to clone vendor item record (if found) from the inventory default vendor for each child vendor (if found, and vendor item doesn't exist for vendor's default zone)

'''Date: /09/14/2015/ Version: 8.1.5.82'''
*Orders/Modified/Allow editing of selected fields when the order is fully invoiced.
*Inventory/Modified/Update landed cost from PO
*Vendors/Added/MSRP field

'''Date: /09/04/2015/ Version: 8.1.5.81'''
*System/Fixed/Search now excludes Voided orders
*System/Fixed/Tax mode was backwards. Using U.S. taxes in Canadian mode

'''Date: /08/30/2015/ Version: 8.1.5.80'''
*Inventory Reconciliation/Fixed/Sort on Item Name was not sorting

'''Date: /08/28/2015/ Version: 8.1.5.79'''
*Orders/Fixed/Work Group filtering when editing a labor entry with only the work group selected
*Customer/Fixed/Error when deleting a customer
*Purchase Order/Fixed/Class check now checking in PO module
*Orders/Fixed/Total Cost not updating based on quantity

'''Date: /08/20/2015/ Version: 8.1.5.78'''
*Orders/Fixed/Errors converting when item records have null values from historical data
*Inventory Recon/Converting imported records to a batch
*SQLink/Modification/Use name instead of user name for sales person import
*SQLink/Fixed/Set is active if user does not have a tech ID

'''Date: /08/19/2015/ Version: 8.1.5.77'''
*Labor/Fixed/Error creating new labor in Canadian version

'''Date: /08/14/2015/ Version: 8.1.5.76'''
*Not released

'''Date: /08/03/2015/ Version: 8.1.5.75'''
*Inventory Snapshot/Modified/Rewrote logic used to generate the inventory snapshot due to issues when there are 1m records

'''Date: /07/31/2015/ Version: 8.1.5.74'''
*Recurring Orders/Fixed/Error when adding a new record and there was a default service item assigned
*Utilities/Modified/Clone logic now includes optional settings for cloning Customers/Vendors/Inventory/Service Items/Employees
*Invoicing/Fixed/Bug with refunds screen

'''Date: / 07/24/2015/ Version: 8.1.5.73/8.1.4.27'''
*System/Fixed/Search View Export/Excel export now working from all views
*Customer/Fixed/Duplicating customers now working correctly
*System/Modification/Inventory Recondition/Added Dates to the Batch Selector and the grid. Added Closed field.
*SQLink/Fixed/Settings/fixed : Set billable flag when record not assigned SLA category, or SLA category set to no charge
*SQLink/Added/Notes/Send 'What I Did' on notes
*SQLink/Added/Timesheets/If timesheet doesn't have payroll item, then user order/proposal task, THEN user default

'''Date: / 07/01/2015/ Version: 8.1.5.72'''
*System/Modified/Move Tax logic back to the executable due to SQL issues merging the data
*Utilities/Fixed/Running inventory recreate details
*PO/Fixed/Items not getting set as received when received

'''Date: / 06/30/2015/ Version: 8.1.5.71'''
*System/Fixed/Not hiding commission info on totals tab
*PO/Modified/Do not recalculate PO counts if nothing received

'''Date: / 06/29/2015/ Version: 8.1.5.70\SQLink 8.1.5.23'''
*Vendors/Modified/Do not export if the vendor is an SME only vendor
*SQLink/Added/Parent Vendor only import/export
*SQLink/Added/Export only Parent Vendors if the option is set

'''Date: / 06/23/2015/ Version: 8.1.4.69'''
*System/Fixed/Tax group name causing error when editing or creating new records
*Orders/Fixed/Could not edit labor when invoiced count equaled zero

'''Date: / 06/19/2015/ Version: 8.1.4.68/SQLink 8.1.4.22'''
*SQLink/Fixed/PO not exporting correctly when Customer name not in QB
*Orders/Fixed/Selecting stock after it has been set to JIT or Allocated
*Setup/Fixed/User Setup not restricting editing when not allowed
*Reports/Modified/Now limiting query when opening a report to edit
*Dispatch/Modified/Include blank Zones in dropdowns
*Dispatch/Fixed/Query when selecting options
*Dispatch/Fixed/OK button error when no record was selected

'''Date: / 06/11/2015/ Version: 8.1.4.67 - Not released'''

'''Date: / 06/06/2015/ Version: 8.1.4.66'''
*Orders/Fixed/Could not edit text lines
*Purchase Orders/Fixed/Customer was dropped when exporting a PO created from orders

'''Date: / 06/05/2015/ Version: 8.1.4.65'''
*Recurring Orders/Fixed/Next Date prompt was locked on requesting a next date when it was already set
*Recurring Orders/Modified/Set the next date from the order generation, if available, next date, or current date
*Recurring Orders/Modified/When saving line item set the next generation if the order is in edit/insert mode
*System/Modified/Show taxes on inventory & service items if SME is in Canadian mode
*System/Modified/Use the tax code on the items from labor/services/inventory
*Dispatch/Fixed/Double Click on order in grid jumps to the correct order
*Orders/Fixed/Package items were not getting set as on PO

'''Date: / 06/04/2015/ Version: 8.1.4.64'''
*System/Taxes/Add ability to set item tax on the items
*Orders/Fixed/Add the item tax when adding the item to an order regardless of any other tax setting
*System/Utilities/Added feature to Clone the database
*Customer/Fixed/Editing customer equipment maintenance activities in Windows 8/server 2012

'''Date: / 06/03/2015/ Version: 8.1.4.63'''
*Inventory/Modified/Reconciliation now has closed flag for physical count batches
*Inventory/Fixed/Reconciliation dates getting set on items that were loaded in the batch but not adjusted
*Inventory/Modified/Reconciliation - close all batches before creating a new batch
*Inventory/Added/Inventory Reconciliation history table
*Inventory/Added/Ability to reconcile by individual item or by batch

'''Date: / 06/03/2015/ Version: 8.1.4.62'''
*Purchase Order/Fixed/PO Items not getting set as received if the items were in a package
*Orders/Added/Site Notes to Notes menu
*Inventory/Fixed/More fixes on Stock tab/Add Stock editor

'''Date: / 05/28/2015/ Version: 8.1.4.61/SQLink 8.1.4.21'''
*Orders/Fixed/Material editor error editing material
*Customer Equipment/Fixed/Error adding equipment from the Customer Equipment module
*Purchase Order/Fixed/PO Item Editor Vendor Item search not loading
*Orders/Fixed/Customer Equipment PO Status was not updating when an item was placed on a PO
*Purchase Order/Fixed/PO Item tab order number filled in wrong when the PO was created from a cloned order
*Orders/Added/Site Notes to Notes menu
*Inventory/Fixed/More fixes on Stock tab/Add Stock editor
*SQLink/Fixed/Invoices were exporting to QB with all items as non-tax due to changes in Canadian logic

'''Date: / 05/27/2015/ Version: 8.1.4.60/SQLink 8.1.4.20'''
*SQLink/Added/Taxes/When calculating taxes do not round line items only round the Total to match QuickBooks.
*System/Discounts/Set up Order level discounts on line item taxes (order must have a tax group or code).
*Inventory/Fixed/Stock Add form was calling the incorrect form.
*SQLink/Fixed/Taxing to depend on the line item, not the inventory item.
*SQLink/Fixed/Flagging taxable as false on records with float values for the field type.
*SQLink/Fixed/Tax details sometimes filtered out when calculating Canadian item taxes.
*System/Tax/Over rounding on tax line items.
*System/Fixed/Taxes discounts in QuickBooks Canadian only apply to items with 'matching' tax codes - i.e. if you have 3 items with HST, one item with P, and the item discount has 'HST' code (and is applied before taxes), SME will only apply to the three HST items.
*SQLink/Added/Flag to not update contacts between SME and QB. If Checked contacts will not import/export.
*SQLink/Added/Flag to not set SME prefix.
*SQLink/Added/Use PO Reference Number to SQLink options.
*SQLink/Added/PO Items Not Billable to options. If set status on items will be Billable.
*SQLink/Added/Tech Code, 360, to set the merge date on all fields so all info is not synced after a QuickBooks upgrade/update

'''Date: / 05/18/2015/ Version: 8.1.2.59 - Limited Released/SQLink 8.1.3.19'''
*System/Setup/Taxes - set up SME to work in Canadian versions without QB

'''Date: / 05/12/2015/ Version: 8.1.3.58/8.1.3.17'''
*SQLink/Added/Don't export reverse credits (auto generated in payments from invoices with negative balances)

'''Date: / 05/08/2015/ Version: 8.1.3.58/8.1.3.16'''
*SQLink/Added/When doing a resynch, don't flag overpayments and balancing payment for export
*SQLink/Added/When exporting invoices using summarized totals, separate the negatives from the positive amounts, and flag negative amounts as non-taxable
*SQLink/Fixed/Returning error 'invoice not found' when invoice billing company was different than payment billing company
*SQLink/Added/Help function - given an invoice number, return all invoice IDs found in QB, and all invoice IDs found in SME for that number

'''Date: / 05/05/2015/ Version: 8.1.3.57/8.1.3.15'''
*Payments/Modified/Added new parameter for online payments

'''Date: / 04/28/2015/ Version: 8.1.3.56'''
*System/Forms no longer open in Edit mode unless something is actually changing on the form
*Customer/Fixed/Error adding Prepaid hours
*Recurring Orders/Fixed/Misspelling on form
*Orders/Fixed/When converting set the 'Is Partial' flag on the order task records
*Orders/Fixed/Set the 'Is Fixed' flag after calculating with the partial billable hours. This will allow the changing of Billable hours for tracking without affecting the order total
*Orders/Fixed/Order task records with the 'Is Partial' flag set will not implement changes
*PO/Fixed/Error when receiving allocated items on an order
*Payments/Modified/Will now accept a partial payment
*Incoming Email/Modified/Now use phone number or email to parse out which company the incoming email is to generate a ticket for

'''Date: / 04/23/2015/ Version: 8.1.3.55/SQLink 8.1.3.14'''
*Contacts/Modified/When adding new contacts, IF there is no customer UID set on the record, set the customer UID to the order UID.
*Contacts/Modified/Tech Code to set Customer UID to Order UID on contacts with blank customer UID
*System/Snapshot/Widen total fields due to issue when converting from old versions of SMP
*Contacts/Added/Tech Code to update phones from contacts if the phone is on the contact but not the master table
*Orders/Modified/Delete from Contacts if the Customer UID = Order UID

'''Date: / 04/20/2015/ Version: 8.1.3.54/SQLink 8.1.3.14'''
*Inventory/Reconciliation/Added Grouping to the editor grid
*Inventory/Reconciliation/Added order number when item getting modified is on an order
*SQLink/Postsynch/Set flags based on date and if exported 'When possible' (Not possible for tech time and subcontractor)
*SQLink/GL/Fixed formatting on GL export Total Amount
*SQLink/Auto Logging/Save the log to a file when records exceed 5k. (Usually only happens on an initial import)

'''Date: / 04/17.2015/ Version: 8.1.3.53'''
*Inventory/Modified/Reconciliation set up to utilize the batch id for tracking
*Contacts/Modified/When canceling an order/invoice/proposal - Remove contacts added when a new customer record has been started in a module other than the customer module
*System/Added/Tech code to clear out all contacts without a customer UID
*Orders/Fixed/Order task records were not always updating when changed
*Orders/Fixed/Item Editor was not always applying the Force JIT option when it was set

'''Date: / 04.16.2015/ Version: 8.1.3.52'''
*Inventory/Modified/Reconciliation functionality testing

'''Date: / 03.27.2015/ Version: 8.1.3.51/SQLink 8.1.3.13 '''
*System/Added color for items that are on PO / New Functionality
*System/Setup/Added PO Received order status / New Functionality
*System/Modified/User Group Override Labor cost functionality / New Functionality
*Customer/Added/Default Order Status for Open & Closed / New Functionality
*System/Added/PO Order Status setting / New Functionality
*System/Added/Service Code default status / New Functionality
*System/Added/PO status logic - if set will notify user when all records are received / New Functionality
*System/Added/Fill in Service Code from customer, if blank use order / New Functionality
*Orders/Fixed/Text not showing on drop downs due to Font Color / New Functionality
*SQLink/Modified/Color on popup to lighter color / New Functionality

'''Date: / 03.25.2015/ Version: 8.1.3.50'''
*System/Updates/Change was dropping the DB permissions and was not able to reconnect them while building

'''Date: / 03.24.2015/ Version: 8.1.3.49'''
*Not released

'''Date: / 03.19.2015/ Version: 8.1.3.48'''
*Proposal/Fixed/Copy-Paste not working in Services Requested
*Orders/Fixed/Labor editor not updating when using Bill Status of Equal Scheduled
*Recurring Orders/Fixed/Bad field name error when cloning recurring orders
*Dispatch/Modified/Refresh added to view since dispatch was returning Record not found on some orders due to not refreshing the view
*Proposal/Fixed/Dot Net error when changing Billing status on task records
*Recurring Orders/Fixed/Error when manually generating a recurring order
*System/Modified/Removed POS customers that were created for Point of Sale app which is no longer used
*Recurring/Modified/Option to not generate outgoing emails when orders are entered from the customer portal - New Functionality
*System/Modified/Stop allowing typing if text goes beyond the field length. Match to Customer Portal/Tech Portal
*Setup/Added/Fonts now a system setting - New Functionality
*Inventory/Fixed/Transfer fixed so last line is now updated and re-editing is not necessary

'''Date: / 03.10.2015/ Version: 8.1.3.47'''
*Orders/Added/Batch info to the order, ID, Batch Date - New Functionality
*Invoice/Added/Create Recurring order form an invoice
*Orders/Added/Create a Recurring order from an order
*Setup/Added/Recurring Order settings as customer defaults - New Functionality
*Invoice/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Orders/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Proposals/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Batch Print/Modified/Now includes Batch Date in the Batch ID dropdown
*Recurring Orders/Modified/When copying to recurring order, do not copy package breakout items. packages change over time, so their items are not included on recurring orders
*Recurring Orders/Modified/Can now add packages

'''Date: / 03.06.2015/ Version: 8.1.3.46/SQLink 8.1.3.12'''
*Batch PO/Modified/Moved change notification from the grid to the table since drop downs were not filling in correctly
*Dispatch/Fixed/Invalid function error when adding a valid tech to an order
*SQLink/Added/Date range for re-export of data

'''Date: / 03.05.2015/ Version: 8.1.3.45/SQLink 8.1.3.11'''
*Purchase Order/Fixed/Do not prompt for re-export if nothing changed on PO when saving
*SQLink/Modified/For Canadian companies fill item tax info since items are used to set tax status
*Recurring Orders/Fixed/Error when deleting a subtotal from Order Items screen

'''Date: / 03.04.2015/ Version: 8.1.3.44'''
*System/Added/F10 Search for open PO's
*System/Added/Tools> Advanced> Set default font on memo fields - New functionality
*Invoice/Fixed/Adding items to an itemized invoice causing errors

'''Date: / 03.02.2015/ Version: 8.1.3.43'''
*Orders/Added/To Be emailed and To Be Printed to Details and Settings tab

'''Date: / 02.27.2015/ Version: 8.1.3.42/8.1.3.10'''
*Views/Modified/Filters always case sensitive
*SQLink/Modified/Do not export employee info from SME if Tech Time unchecked
*SQLink/Added/Resync date so user can select how far back in SME history to go
*SQLink/Modified/All open invoices will be exported, only payments tied to invoices will be exported, only PO's with received items will be exported

'''Date: / 02.25.2015/ Version: 8.1.3.41/8.1.3.8'''
*Payments/Added/Refund payment transaction info
*Payments/Added/Added payment methods for online refunds
*Payments/Added/Never allow export of refunded online payments
*SQLink/Added/Pull in tax/Non Tax if not already pulled in
*SQLink/Fixed/Bad field name on tax logic
*System/Fixed/Errors when converting custom tables from older versions

'''Date: / 02.17.2015/ Version: 8.1.2.40'''
*Batch Print/Modified/Added drop down for batch printing orders
*Batch Print/Added/Batch ID to grid batch printing orders
*Batch Print/Added/Column customization to grid
*Orders/Modified/Proposal/Order/Project triggers to only total if something changed
*Payments/Added/Refund payment logic

'''Date: / 02.16.2015/ Version: 8.1.2.39'''
*Recurring Order/Fixed/Invoice drop down not filling
*Orders/Added/Settings to maintain recurring batch order information

'''Date: / 02.14.2015/ Version: 8.1.2.38'''
*Setup/Credit Card Processing/Allow editing of settings
*System/Batch ID's/Added 'last' batch run to tables
*System/Tables/Added Is Clone if originated from a cloned record
*Recurring Order/Added/Convert as invoice and bypass order
*System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
*Customer/Added/If the customer is inactive clear credit card info
*Orders-PO's/Added/Do not send emails until cloning is finished
*System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
*System/Added/Auto generate recurring invoices/orders/services - New Functionality
*System/Added/Added : If the user is flagged to do the batch processes, (Preferences), check to see if the system flag has been set for batch (i.e. user flagged to do periodic maintenance, recurring settings have PM setup as 'include in batch). If set, use the batch processing for generation. This will be needed unless/until the site schedules jobs to do the batch processing instead. Batches now run the generation without interrupting SME processing.
*System/Modified/Don't generate activity unless there is a record count

'''Date: / 02.10.2015/ Version: 8.1.2.37'''
*Customer/Added/Customer/Store Credit Card grid
*Setup/Added/Setup/Company/System/Enable Pay Pro flag
*Invoice/Added/Pay Online option
*Payments/Added/Pay Online option
*Orders/Fixed/Do not override Cost/Price in the item editor when selecting stock
*System/Modified/If a user is Inactive turn off the Logged In Flag

'''Date: / 02.06.2015/ Version: 8.1.2.36'''
*System/Modified/Order tax handling

'''Date: / 02.04.2015/ Version: 8.1.2.35/SQLink 8.1.2.7'''
*System/DYN Export/Break out export files by month
*System/Added/Table to store Credit card info per customer
*SQLink/Modified/Added clear QB ID on PO tables
*SQLink/Fixed/Now matches existing wage item if it exists in SME

'''Date: / 02.03.2015/ Version: 8.1.2.34'''
*System/DYN Export/All exported invoices go out as 'in'
*System/Updates/Only rebuild indexes on tables with a modified structure

'''Date: / 01.30.2015/ Version: 8.1.2.33/SQLink 8.1.2.6'''
*SQLink/Added/Option to stop importing vendors from QB and only export from SME to QB
*SQLink/Added/Option to clear all QB UID's and other imported QB info to allow SME to sync with a new QB Company file
*SQLink/Modified/Only use the QB UID for searching in QB for an existing item on a re-sync
*PO/Fixed/Bad field name in a PO export query

'''Date: / 01.27.2015/ Version: 8.1.1.32/SQLink 8.1.1.5'''
*SQLink/Modified/Added a tech code to turn off SQLink if a customer decided to stop using QB
*System/DYN Export/Show QB ID flag
*SQLink/Modified/Export of Partner Discounts to always be a positive number

'''Date: / 01.21.2015/ Version: 8.1.1.31'''
*Purchase Orders/Fixed/Data not getting set correctly if editing after closing the PO
*Purchase Orders/Fixed/Creating multiple material detail records when : the cost had changed AND the item was not serialized AND the available quantity < the po Item quantity (which resulted in a split condition)

'''Date: / 01.16.2015/ Version: 8.1.1.30'''
*System/Added/Work Groups to the Assigned To lists for selection
*System/Added/If the Assigned To is a Work Group set all new tasks for the Work Group
*System/Added/Work Group editor added email field
*Orders/Added/Work Group query for reporting
*Orders/Added/Salesperson to Order Status table
*Orders/Added/Work Group logic on item editor
*Auto Email/Added/Check Work Group emails for Auto Outgoing emails
*Auto Email/Added/Added salesperson to Auto Outgoing emails
*Auto Email/Added/Work Group to task emails. If work group exists and has non blank email, use that email, otherwise, use tech's/vendor's email
*Routines/Fixed/Misspelling of salesperson causing emails to stop going out

'''Date: / 01.15.2015/ Version: 8.1.1.29'''
*Purchase Orders/Modified/Items can now be imported from Excel to fill purchase orders
*System/Modified/No longer reports an error if license check fails
*System/Modified/Grid speed issues
*System/Modified/Set options on new databases
*System/Modified/Hide Web Reports Option unless Web Reports are enabled on the database
*Dispatch/Modified/Right Click menu item 'Email Ticket' now calls same form as the orders modules
*System/Added/Option to disable multi-threading on grids for Windows 8 and server 2012

'''Date: / 01.12.2015/ Version: 8.1.1.28'''
*System/Added/Menu item to toggle all print flags if some are set they will clear and the others will set
*RMA/Modified/When receiving RMA Item, if the permanent removal is not checked, always treat it as if the 'replace item' were.
*Orders/Modified/Some orders were never going to 100% invoiced due to item deletion and addition after initial invoice
*System/Conversion/Triggers not correctly set when converting from versions prior to 8.0
*System/Auto Email/Custom fields that match between modules were not getting filled in on automatically generated orders

'''Date: / 01.09.2015/ Version: 8.1.1.27'''
*Inventory/Fixed/Editor on Material Detail tab was not filling information correctly
*System/Conversion/Corrected auto run tech code

'''Date: / 01.08.2015/ Version: 8.1.1.26'''
*Orders/Fixed/Add to Company Equipment flag dropped when adding them to an order
*System/Modified/Dynamics data export
*System/Fixed/Message when logging into a database other than the default in multi database systems

'''Date: / 01.07.2015/ Version: 8.1.1.25'''
*System/Modified/Further disabling of grid sorting
*SQLink/Fixed/Tax formatting was three places

'''Date: / 01.06.2015/ Version: 8.1.1.24'''
*System/Limit license check to 2 tries before defaulting to temporary status

'''Date: / 01.05.2015/ Version: 8.1.1.23'''
*Orders/Fixed/Dataset not on edit mode
*System/Modified/Temporary disabling of grids calling multiple table queries to fill the results
*System/Added/Excel export to .xlsx extensions
*System/Fixed/Data file path for the Grid Excel export option

'''Date: / 12.18.2014/ Version: 8.1.1.22'''
*Orders/Modified/Material Editor/Location now read when the item is selected to avoid warehouse issues
*System/Modified/Class now carries from Service Items through all modules to invoices
*System/Modified/Maintenance Contract numbers now carry through in the ref# field to invoices generated from recurring invoices
*Orders/Modified/Material Editor/Changing the warehouse on an item that was using a different warehouse no longer auto transfers the stock to the newly selected location

'''Date: / 12.17.2014/ Version: 8.1.1.21'''
*System/Modified/Dynamics data export
*Orders/Fixed/Labor Editor had an infinite loop when changing billable amount. Only happened when it was not associated with a scheduled amount change
*System/Modified/Maintenance/Warranty Expiration/Now checks that minimum dates are set since if they are not SME could generate false records

'''Date: / 12.17.2014/ Version: 8.1.1.20'''
*Auto Email/Fixed/Subject line character restrictions for special characters
*System/Export/Modified Dynamics export

'''Date: / 12.16.2014/ Version: 8.1.1.19'''
*System/Modified/Update now pulls from 8.1 update FTP folders

'''Date: / 12.15.2014/ Version: 8.1.1.18'''
*Orders/Fixed/Issue with Contract Number on editor
*System/Fixed/Form Code not pulling in custom tab when form code is used
*Purchase Order/Fixed/Only reduce counts if they are greater than the received count

'''Date: / 12.12.2014/ Version: 8.1.1.17/SQLink 8.1.1.3'''
*System/Fixed/Journal entries not displaying on entering the tab

'''Date: / 12.10.2014/ Version: 8.1.1.16/SQLink 8.1.1.2'''
*Inventory/Fixed/PO Account ID in Link options
*SQLink/Added/Option to ignore the customer when only Billing Customers are stored in QuickBooks

'''Date: / 12.08.2014/ Version: 8.1.0.15'''
*System/Modified/Export for Dynamics

'''Date: / 12.08.2014/ Version: 8.1.0.15'''
*System/Modified/Export for Dynamics

'''Date: / 12.06.2014/ Version: 8.1.0.14'''
*System/Added/Export method for text export to MS Dynamics

'''Date: / 12.05.2014/ Version: 8.1.0.13'''
*System/Modified/HTML text editor update to fix pasting images into SME
*System/Fixed/Conversion when database names do not match SQL conventions
*System/Modified/Error log messages

'''Date: / 12.03.2014/ Version: 8.1.0.12'''
*Inventory/Fixed/incorrect field name in vendor items query
*System/Modified/Locking of data in SQL
*System/Modified/Reduced attempts to write locked data from 10 tries to 5 in SQL
*Orders/Service Items/Fixed/Issue when writing Class Name on Recurring generation

'''Date: / 12.02.2014/ Version: 8.1.0.11'''
*System/Modified/Contacts/Filter by both Site and Billing
*Purchase Order/Fixed/Adding item to PO that was created from an order would fill in the order number
*Maintenance Contracts/Fixed/Updating maintenance contract was resetting the Recurring Invoice start date

'''Date: / 12.01.2014/ Version: 8.1.0.10'''
*Users/Fixed/Code value updates with user name changes
*Dispatch/Modified/Moved more processes to tables as opposed to temp tables
*Orders/Fixed/Grid issue when selecting multiple items from the Partial Invoice screen was causing SME to crash
*Dispatch/Modified/Assets moved from temp table to permanent table
*Dispatch/Modified/Voided orders no longer show in Dispatch

'''Date: / 11.24.2014/ Version: 8.1.0.9'''
*System/Tech Code/Runs tech code to revert all failed order conversions
*SQLink/Updated/Now updated to SME 8.1

'''Date: / 11.19.2014/ Version: 8.1.0.8'''
*System/Added/Fields and tables for dynamic export
*System/Added/Logic to fill the dynamic tables
*Packages/Fixed/Error calculating package item totals when price is generated

'''Date: / 11.18.2014/ Version: 8.1.0.7'''
*Dispatch/Fixed/Error scrolling records when no options are set on settings tab
*Orders/Fixed/Error when scrolling through combined invoices on the Service/Install tabs
*Batch PO/Fixed/Trigger not getting re-initialized when updating
*Recurring Invoices/Fixed/Error when posting Recurring Invoices.

'''Date: / 11.12.2014/ Version: 8.1.0.6'''
*System/Modified/Batch PO/Added Item Number to grid
*System/Modified/Orders/Made Require Service Code an option
*System/Modified/Order/Added Allocated warning when adding orders to combined invoices
*System/Modified/Order handling from SME Mobile was causing occasional duplicate order UID's
*System/Fixed/Error logging and record update time/out issues
*System/Fixed/Saving records under Customer Equipment was not writing info to the new table but placing them in the old table

'''Date: / 11.11.2014/ Version: 8.1.0.5'''
*Batch PO/Fixed/Edit function in grid stopped working

'''Date: / 11.7.2014/ Version: 8.1.0.4'''
*Activities/Fixed/Alarms returning way too many records after database rebuild

'''Date: / 11.6.2014/ Version: 8.1.0.3'''
*System/Fixed/Orders/History tabs not saving settings and displaying correctly
*Proposals/Fixed/Fixed rates tab not calculating
*Inventory/Fixed/Transfers not completing the last record on multiple record transfers

'''Date: / 11.4.2014/ Version: 8.1.0.2'''
*System/Add/Zone filter to Proposal/Orders/Invoices to prevent 'Cannot add to order when adding from Dispatch'
*System/Add/Use Dispatch view for lookups when adding to dispatch. In some cases you may not see a refresh if you are on service and drag a proposal to dispatch
*System/Fixed/Error when adding new records. UID was initialized in the incorrect place. Causing prompts for SLA & Class re-initialization
*System/Modified/Tech certification check only if there are labor task records
*System/Updated/to latest component sets on all grids/dispatch controls/reporting controls/and data controls
*System/Fixed/Batch PO/Filters not functioning as planned
*System/Fixed/Error message on shutting down SME

'''Date: / 10.31.2014/ Version: 8.1.0.1'''
*Batch PO/Added/Button to only close modified PO's
*Batch PO/Added/Button for full regenerate of all PO's
*Batch PO/Modified/Fill table now only fills required PO's instead of all PO's
*Batch PO/Modified/Grid settings to improve speed
*Batch PO/Modified/Only add missing records to the grid instead of completely reloading the grid

'''Date: / 10.30.2014/ Version: 8.1.0.1'''
*Dispatch/Modified/Dispatch id's to tech, vendor, service, install, proposal, invoice
*Dispatch/Modified/Uses temp table for labor, uses view data vs query and updates ( Now the ID's necessary for dispatch are on the tables)
*Dispatch/Modified/Tracked and fixed 'missing' field errors when adding labor from project
*Dispatch/Modified/Creates view for labor and orders
*Purchase Order Batch PO/Modified/Added button to only close GENERATED records
*Purchase Order Batch PO/Added button for FULL regenerate
*Purchase Order Bulk Import/Modified/Fill table now only generates REQUIRED records, vs all 5000 records
*Purchase Order Bulk Import/Modified/Required records defined as 'close all records that have been generated or have a defined minimum level.
*Purchase Order Batch PO/Fixed/Grid settings to speedup process
*Purchase Order Batch PO/Modified/Only 'missing' records are regenerated.

SME 8.1 - Revision History

2016-01-19T00:33:40Z

CraigL: added pic to .98

'''Date: /01/14/2016/ Version: 8.1.5.98'''
*Orders/Modified/Rewrote data import from Order Items tab to include cost and retail
*Inventory/Modified/Removed vendor update prompt when the vendor flag in Setup> Company> Inventory is 'UnChecked'
*Inventory/Modified/Will now update inventory if any markup flags are set
*Inventory/Added/Tech Code to batch process all inventory items with any Markup flags set
*System/Added/Class requirement for PO module now optional
*Of the above items the PO Class & Vendor prompt are new flags on the Setup> company> inventory page in SME.
[[File:InventoryOptions.98.png]]

'''Date: /01/12/2016/ Version: 8.1.5.97'''
*Inventory/Modified/Allow non inventory to be RMA'd
*Orders/Fixed/Set Labor Cost to the Service Item labor Cost when entered from mobile
*System/Modified/SQL functionality to address speed issues in very active databases
*SQLink/Modified/Allow importing of QB items when QB allows duplicate QB ID's - Tax Related

'''Date: /12/22/2015/ Version: 8.1.5.96'''
*Dispatch/Fixed/Cannot drag an order to Dispatch that has an Order Status set to 'Not' show in Dispatch
*Inventory/Added/Option to not prompt to update Vendor Items - 'Advanced Vendor Options'
*Batch Print/Modified/Filter out Voided Orders
*Orders/Fixed/Calculating taxes on Fixed Rate records
*System/Modified/Functionality for saving records

'''Date: /12/15/2015/ Version: 8.1.5.95'''
*Purchase Order/Fixed/Order Status/Order Status changing on orders where items had already been received.
*Purchase Order/Modified/Reorder quantity pulling from incorrect record
*Purchase Order/Modified/Batch PO initializing from wrong routine
*Maintenance Contracts/Fixed/Could not remove invoice from contract
*Inventory/Fixed/When on non-inventory item the Stock & Material Detail tabs were still showing. They should not.

'''Date: /12/14/2015/ Version: 8.1.5.94'''
*System/Modified/Functionality for SQL 2012 and beyond
*System/Modified/Functionality for record locking

'''Date: /12/10/2015/ Version: 8.1.5.93'''
*Inventory/Fixed/Stock Add form not closing

'''Date: /11/12/2015/ Version: 8.1.5.92'''
*Purchase Order/Fixed/Removing POItems causing order items to go into a JIT status when linked and the POItem had not been received. Which could cause Invoiced items to go into a JIT status.

'''Date: /11/02/2015/ Version: 8.1.5.91'''
*Orders/Fixed/Cost zeroing out when added to the order

'''Date: /10/28/2015/ Version: 8.1.5.90'''
*System/Added/Permission to delete closed Purchase orders flag
*Orders/Added/Unavailable time records now calculate scheduled hours.
*System/Added/Autorun tech code to calculated scheduled hours on future unavailable records.

'''Date: /10/14/2015/ Version: 8.1.5.89'''
*Inventory/Reconcile/Fixed/The label on allocation screen for needed count to fulfill required action
*Inventory/Reconcile/Added/Button on allocation screen to auto revert reserved items to allocated status until count needed is met
*Inventory/Reconcile/Modified/Moved the prompt to close batch to AFTER the reconciliation logic has taken place, and displays the number of unreconciled records remaining that require further action.
*Inventory/Reconcile/Modified/When creating material detail for physical count use current cost/retail from inventory
*Inventory/Reconcile/Fixed/Spelling for 'physical count record not found' message

'''Date: /10/12/2015/ Version: 8.1.5.88'''
*Vendors/Modified/Added Cost and Retail to the update logic for Vendor Items

'''Date: /10/09/2015/ Version: 8.1.5.87'''
*Orders/Added/Link Service Item to Wage Item
*Orders/Added/When Changing service item initialize the wage item
*Orders/Fixed/Selection button disabled on editors
*Orders/Fixed/Order Items tab spelling error

'''Date: /10/05/2015/ Version: 8.1.5.86'''
*Orders/Modified/Opened Labor Cost to allow editing after invoicing. Note: the Cost can only be adjusted if the Billing status or Price Book does not link Scheduled and Billing

'''Date: /10/03/2015/ Version: 8.1.5.85'''
*Utilities/Modified/Inventory Reconciliation now has a button to Accept all items in the batch. Note: You must do Import Physical Counts prior to accepting all items.

'''Date: /09/30/2015/ Version: 8.1.5.84'''
*Orders/Fixed/Labor Editor Tech lookup was not placing selection in the Tech field

'''Date: /09/22/2015/ Version: 8.1.5.83'''
*PO/Added/Ability to update inventory cost and retail from the DEFAULT LANDED vendor/vendor items
*Orders/Modified/If user cannot edit invoiced orders they also cannot edit the line items in any way, if the line item has been invoiced. If user can edit invoiced orders, they can also edit the line items, unless the line items are fully invoiced, in which case, specific fields are blocked. If user has ability to edit orders they can add line items to invoiced orders.
*System/Fixed/Lists - Service Codes were causing SME to freeze when edited
*Vendor Items/Added/Update options after editing record
*Inventory/Added/Prompt to update all Vendor Items if select fields have changed
*Vendor Items/Added/Vendor Items can be updated when select fields on the inventory item changes
*Vendor/Added/Action menu item to add vendor items when the vendor is a parent vendor
*Vendor/Fixed/Child vendors were updating from parent based on ParentID and not the ParentUID
*Inventory/Added/Logic to clone vendor item record (if found) from the inventory default vendor for each child vendor (if found, and vendor item doesn't exist for vendor's default zone)

'''Date: /09/14/2015/ Version: 8.1.5.82'''
*Orders/Modified/Allow editing of selected fields when the order is fully invoiced.
*Inventory/Modified/Update landed cost from PO
*Vendors/Added/MSRP field

'''Date: /09/04/2015/ Version: 8.1.5.81'''
*System/Fixed/Search now excludes Voided orders
*System/Fixed/Tax mode was backwards. Using U.S. taxes in Canadian mode

'''Date: /08/30/2015/ Version: 8.1.5.80'''
*Inventory Reconciliation/Fixed/Sort on Item Name was not sorting

'''Date: /08/28/2015/ Version: 8.1.5.79'''
*Orders/Fixed/Work Group filtering when editing a labor entry with only the work group selected
*Customer/Fixed/Error when deleting a customer
*Purchase Order/Fixed/Class check now checking in PO module
*Orders/Fixed/Total Cost not updating based on quantity

'''Date: /08/20/2015/ Version: 8.1.5.78'''
*Orders/Fixed/Errors converting when item records have null values from historical data
*Inventory Recon/Converting imported records to a batch
*SQLink/Modification/Use name instead of user name for sales person import
*SQLink/Fixed/Set is active if user does not have a tech ID

'''Date: /08/19/2015/ Version: 8.1.5.77'''
*Labor/Fixed/Error creating new labor in Canadian version

'''Date: /08/14/2015/ Version: 8.1.5.76'''
*Not released

'''Date: /08/03/2015/ Version: 8.1.5.75'''
*Inventory Snapshot/Modified/Rewrote logic used to generate the inventory snapshot due to issues when there are 1m records

'''Date: /07/31/2015/ Version: 8.1.5.74'''
*Recurring Orders/Fixed/Error when adding a new record and there was a default service item assigned
*Utilities/Modified/Clone logic now includes optional settings for cloning Customers/Vendors/Inventory/Service Items/Employees
*Invoicing/Fixed/Bug with refunds screen

'''Date: / 07/24/2015/ Version: 8.1.5.73/8.1.4.27'''
*System/Fixed/Search View Export/Excel export now working from all views
*Customer/Fixed/Duplicating customers now working correctly
*System/Modification/Inventory Recondition/Added Dates to the Batch Selector and the grid. Added Closed field.
*SQLink/Fixed/Settings/fixed : Set billable flag when record not assigned SLA category, or SLA category set to no charge
*SQLink/Added/Notes/Send 'What I Did' on notes
*SQLink/Added/Timesheets/If timesheet doesn't have payroll item, then user order/proposal task, THEN user default

'''Date: / 07/01/2015/ Version: 8.1.5.72'''
*System/Modified/Move Tax logic back to the executable due to SQL issues merging the data
*Utilities/Fixed/Running inventory recreate details
*PO/Fixed/Items not getting set as received when received

'''Date: / 06/30/2015/ Version: 8.1.5.71'''
*System/Fixed/Not hiding commission info on totals tab
*PO/Modified/Do not recalculate PO counts if nothing received

'''Date: / 06/29/2015/ Version: 8.1.5.70\SQLink 8.1.5.23'''
*Vendors/Modified/Do not export if the vendor is an SME only vendor
*SQLink/Added/Parent Vendor only import/export
*SQLink/Added/Export only Parent Vendors if the option is set

'''Date: / 06/23/2015/ Version: 8.1.4.69'''
*System/Fixed/Tax group name causing error when editing or creating new records
*Orders/Fixed/Could not edit labor when invoiced count equaled zero

'''Date: / 06/19/2015/ Version: 8.1.4.68/SQLink 8.1.4.22'''
*SQLink/Fixed/PO not exporting correctly when Customer name not in QB
*Orders/Fixed/Selecting stock after it has been set to JIT or Allocated
*Setup/Fixed/User Setup not restricting editing when not allowed
*Reports/Modified/Now limiting query when opening a report to edit
*Dispatch/Modified/Include blank Zones in dropdowns
*Dispatch/Fixed/Query when selecting options
*Dispatch/Fixed/OK button error when no record was selected

'''Date: / 06/11/2015/ Version: 8.1.4.67 - Not released'''

'''Date: / 06/06/2015/ Version: 8.1.4.66'''
*Orders/Fixed/Could not edit text lines
*Purchase Orders/Fixed/Customer was dropped when exporting a PO created from orders

'''Date: / 06/05/2015/ Version: 8.1.4.65'''
*Recurring Orders/Fixed/Next Date prompt was locked on requesting a next date when it was already set
*Recurring Orders/Modified/Set the next date from the order generation, if available, next date, or current date
*Recurring Orders/Modified/When saving line item set the next generation if the order is in edit/insert mode
*System/Modified/Show taxes on inventory & service items if SME is in Canadian mode
*System/Modified/Use the tax code on the items from labor/services/inventory
*Dispatch/Fixed/Double Click on order in grid jumps to the correct order
*Orders/Fixed/Package items were not getting set as on PO

'''Date: / 06/04/2015/ Version: 8.1.4.64'''
*System/Taxes/Add ability to set item tax on the items
*Orders/Fixed/Add the item tax when adding the item to an order regardless of any other tax setting
*System/Utilities/Added feature to Clone the database
*Customer/Fixed/Editing customer equipment maintenance activities in Windows 8/server 2012

'''Date: / 06/03/2015/ Version: 8.1.4.63'''
*Inventory/Modified/Reconciliation now has closed flag for physical count batches
*Inventory/Fixed/Reconciliation dates getting set on items that were loaded in the batch but not adjusted
*Inventory/Modified/Reconciliation - close all batches before creating a new batch
*Inventory/Added/Inventory Reconciliation history table
*Inventory/Added/Ability to reconcile by individual item or by batch

'''Date: / 06/03/2015/ Version: 8.1.4.62'''
*Purchase Order/Fixed/PO Items not getting set as received if the items were in a package
*Orders/Added/Site Notes to Notes menu
*Inventory/Fixed/More fixes on Stock tab/Add Stock editor

'''Date: / 05/28/2015/ Version: 8.1.4.61/SQLink 8.1.4.21'''
*Orders/Fixed/Material editor error editing material
*Customer Equipment/Fixed/Error adding equipment from the Customer Equipment module
*Purchase Order/Fixed/PO Item Editor Vendor Item search not loading
*Orders/Fixed/Customer Equipment PO Status was not updating when an item was placed on a PO
*Purchase Order/Fixed/PO Item tab order number filled in wrong when the PO was created from a cloned order
*Orders/Added/Site Notes to Notes menu
*Inventory/Fixed/More fixes on Stock tab/Add Stock editor
*SQLink/Fixed/Invoices were exporting to QB with all items as non-tax due to changes in Canadian logic

'''Date: / 05/27/2015/ Version: 8.1.4.60/SQLink 8.1.4.20'''
*SQLink/Added/Taxes/When calculating taxes do not round line items only round the Total to match QuickBooks.
*System/Discounts/Set up Order level discounts on line item taxes (order must have a tax group or code).
*Inventory/Fixed/Stock Add form was calling the incorrect form.
*SQLink/Fixed/Taxing to depend on the line item, not the inventory item.
*SQLink/Fixed/Flagging taxable as false on records with float values for the field type.
*SQLink/Fixed/Tax details sometimes filtered out when calculating Canadian item taxes.
*System/Tax/Over rounding on tax line items.
*System/Fixed/Taxes discounts in QuickBooks Canadian only apply to items with 'matching' tax codes - i.e. if you have 3 items with HST, one item with P, and the item discount has 'HST' code (and is applied before taxes), SME will only apply to the three HST items.
*SQLink/Added/Flag to not update contacts between SME and QB. If Checked contacts will not import/export.
*SQLink/Added/Flag to not set SME prefix.
*SQLink/Added/Use PO Reference Number to SQLink options.
*SQLink/Added/PO Items Not Billable to options. If set status on items will be Billable.
*SQLink/Added/Tech Code, 360, to set the merge date on all fields so all info is not synced after a QuickBooks upgrade/update

'''Date: / 05/18/2015/ Version: 8.1.2.59 - Limited Released/SQLink 8.1.3.19'''
*System/Setup/Taxes - set up SME to work in Canadian versions without QB

'''Date: / 05/12/2015/ Version: 8.1.3.58/8.1.3.17'''
*SQLink/Added/Don't export reverse credits (auto generated in payments from invoices with negative balances)

'''Date: / 05/08/2015/ Version: 8.1.3.58/8.1.3.16'''
*SQLink/Added/When doing a resynch, don't flag overpayments and balancing payment for export
*SQLink/Added/When exporting invoices using summarized totals, separate the negatives from the positive amounts, and flag negative amounts as non-taxable
*SQLink/Fixed/Returning error 'invoice not found' when invoice billing company was different than payment billing company
*SQLink/Added/Help function - given an invoice number, return all invoice IDs found in QB, and all invoice IDs found in SME for that number

'''Date: / 05/05/2015/ Version: 8.1.3.57/8.1.3.15'''
*Payments/Modified/Added new parameter for online payments

'''Date: / 04/28/2015/ Version: 8.1.3.56'''
*System/Forms no longer open in Edit mode unless something is actually changing on the form
*Customer/Fixed/Error adding Prepaid hours
*Recurring Orders/Fixed/Misspelling on form
*Orders/Fixed/When converting set the 'Is Partial' flag on the order task records
*Orders/Fixed/Set the 'Is Fixed' flag after calculating with the partial billable hours. This will allow the changing of Billable hours for tracking without affecting the order total
*Orders/Fixed/Order task records with the 'Is Partial' flag set will not implement changes
*PO/Fixed/Error when receiving allocated items on an order
*Payments/Modified/Will now accept a partial payment
*Incoming Email/Modified/Now use phone number or email to parse out which company the incoming email is to generate a ticket for

'''Date: / 04/23/2015/ Version: 8.1.3.55/SQLink 8.1.3.14'''
*Contacts/Modified/When adding new contacts, IF there is no customer UID set on the record, set the customer UID to the order UID.
*Contacts/Modified/Tech Code to set Customer UID to Order UID on contacts with blank customer UID
*System/Snapshot/Widen total fields due to issue when converting from old versions of SMP
*Contacts/Added/Tech Code to update phones from contacts if the phone is on the contact but not the master table
*Orders/Modified/Delete from Contacts if the Customer UID = Order UID

'''Date: / 04/20/2015/ Version: 8.1.3.54/SQLink 8.1.3.14'''
*Inventory/Reconciliation/Added Grouping to the editor grid
*Inventory/Reconciliation/Added order number when item getting modified is on an order
*SQLink/Postsynch/Set flags based on date and if exported 'When possible' (Not possible for tech time and subcontractor)
*SQLink/GL/Fixed formatting on GL export Total Amount
*SQLink/Auto Logging/Save the log to a file when records exceed 5k. (Usually only happens on an initial import)

'''Date: / 04/17.2015/ Version: 8.1.3.53'''
*Inventory/Modified/Reconciliation set up to utilize the batch id for tracking
*Contacts/Modified/When canceling an order/invoice/proposal - Remove contacts added when a new customer record has been started in a module other than the customer module
*System/Added/Tech code to clear out all contacts without a customer UID
*Orders/Fixed/Order task records were not always updating when changed
*Orders/Fixed/Item Editor was not always applying the Force JIT option when it was set

'''Date: / 04.16.2015/ Version: 8.1.3.52'''
*Inventory/Modified/Reconciliation functionality testing

'''Date: / 03.27.2015/ Version: 8.1.3.51/SQLink 8.1.3.13 '''
*System/Added color for items that are on PO / New Functionality
*System/Setup/Added PO Received order status / New Functionality
*System/Modified/User Group Override Labor cost functionality / New Functionality
*Customer/Added/Default Order Status for Open & Closed / New Functionality
*System/Added/PO Order Status setting / New Functionality
*System/Added/Service Code default status / New Functionality
*System/Added/PO status logic - if set will notify user when all records are received / New Functionality
*System/Added/Fill in Service Code from customer, if blank use order / New Functionality
*Orders/Fixed/Text not showing on drop downs due to Font Color / New Functionality
*SQLink/Modified/Color on popup to lighter color / New Functionality

'''Date: / 03.25.2015/ Version: 8.1.3.50'''
*System/Updates/Change was dropping the DB permissions and was not able to reconnect them while building

'''Date: / 03.24.2015/ Version: 8.1.3.49'''
*Not released

'''Date: / 03.19.2015/ Version: 8.1.3.48'''
*Proposal/Fixed/Copy-Paste not working in Services Requested
*Orders/Fixed/Labor editor not updating when using Bill Status of Equal Scheduled
*Recurring Orders/Fixed/Bad field name error when cloning recurring orders
*Dispatch/Modified/Refresh added to view since dispatch was returning Record not found on some orders due to not refreshing the view
*Proposal/Fixed/Dot Net error when changing Billing status on task records
*Recurring Orders/Fixed/Error when manually generating a recurring order
*System/Modified/Removed POS customers that were created for Point of Sale app which is no longer used
*Recurring/Modified/Option to not generate outgoing emails when orders are entered from the customer portal - New Functionality
*System/Modified/Stop allowing typing if text goes beyond the field length. Match to Customer Portal/Tech Portal
*Setup/Added/Fonts now a system setting - New Functionality
*Inventory/Fixed/Transfer fixed so last line is now updated and re-editing is not necessary

'''Date: / 03.10.2015/ Version: 8.1.3.47'''
*Orders/Added/Batch info to the order, ID, Batch Date - New Functionality
*Invoice/Added/Create Recurring order form an invoice
*Orders/Added/Create a Recurring order from an order
*Setup/Added/Recurring Order settings as customer defaults - New Functionality
*Invoice/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Orders/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Proposals/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
*Batch Print/Modified/Now includes Batch Date in the Batch ID dropdown
*Recurring Orders/Modified/When copying to recurring order, do not copy package breakout items. packages change over time, so their items are not included on recurring orders
*Recurring Orders/Modified/Can now add packages

'''Date: / 03.06.2015/ Version: 8.1.3.46/SQLink 8.1.3.12'''
*Batch PO/Modified/Moved change notification from the grid to the table since drop downs were not filling in correctly
*Dispatch/Fixed/Invalid function error when adding a valid tech to an order
*SQLink/Added/Date range for re-export of data

'''Date: / 03.05.2015/ Version: 8.1.3.45/SQLink 8.1.3.11'''
*Purchase Order/Fixed/Do not prompt for re-export if nothing changed on PO when saving
*SQLink/Modified/For Canadian companies fill item tax info since items are used to set tax status
*Recurring Orders/Fixed/Error when deleting a subtotal from Order Items screen

'''Date: / 03.04.2015/ Version: 8.1.3.44'''
*System/Added/F10 Search for open PO's
*System/Added/Tools> Advanced> Set default font on memo fields - New functionality
*Invoice/Fixed/Adding items to an itemized invoice causing errors

'''Date: / 03.02.2015/ Version: 8.1.3.43'''
*Orders/Added/To Be emailed and To Be Printed to Details and Settings tab

'''Date: / 02.27.2015/ Version: 8.1.3.42/8.1.3.10'''
*Views/Modified/Filters always case sensitive
*SQLink/Modified/Do not export employee info from SME if Tech Time unchecked
*SQLink/Added/Resync date so user can select how far back in SME history to go
*SQLink/Modified/All open invoices will be exported, only payments tied to invoices will be exported, only PO's with received items will be exported

'''Date: / 02.25.2015/ Version: 8.1.3.41/8.1.3.8'''
*Payments/Added/Refund payment transaction info
*Payments/Added/Added payment methods for online refunds
*Payments/Added/Never allow export of refunded online payments
*SQLink/Added/Pull in tax/Non Tax if not already pulled in
*SQLink/Fixed/Bad field name on tax logic
*System/Fixed/Errors when converting custom tables from older versions

'''Date: / 02.17.2015/ Version: 8.1.2.40'''
*Batch Print/Modified/Added drop down for batch printing orders
*Batch Print/Added/Batch ID to grid batch printing orders
*Batch Print/Added/Column customization to grid
*Orders/Modified/Proposal/Order/Project triggers to only total if something changed
*Payments/Added/Refund payment logic

'''Date: / 02.16.2015/ Version: 8.1.2.39'''
*Recurring Order/Fixed/Invoice drop down not filling
*Orders/Added/Settings to maintain recurring batch order information

'''Date: / 02.14.2015/ Version: 8.1.2.38'''
*Setup/Credit Card Processing/Allow editing of settings
*System/Batch ID's/Added 'last' batch run to tables
*System/Tables/Added Is Clone if originated from a cloned record
*Recurring Order/Added/Convert as invoice and bypass order
*System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
*Customer/Added/If the customer is inactive clear credit card info
*Orders-PO's/Added/Do not send emails until cloning is finished
*System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
*System/Added/Auto generate recurring invoices/orders/services - New Functionality
*System/Added/Added : If the user is flagged to do the batch processes, (Preferences), check to see if the system flag has been set for batch (i.e. user flagged to do periodic maintenance, recurring settings have PM setup as 'include in batch). If set, use the batch processing for generation. This will be needed unless/until the site schedules jobs to do the batch processing instead. Batches now run the generation without interrupting SME processing.
*System/Modified/Don't generate activity unless there is a record count

'''Date: / 02.10.2015/ Version: 8.1.2.37'''
*Customer/Added/Customer/Store Credit Card grid
*Setup/Added/Setup/Company/System/Enable Pay Pro flag
*Invoice/Added/Pay Online option
*Payments/Added/Pay Online option
*Orders/Fixed/Do not override Cost/Price in the item editor when selecting stock
*System/Modified/If a user is Inactive turn off the Logged In Flag

'''Date: / 02.06.2015/ Version: 8.1.2.36'''
*System/Modified/Order tax handling

'''Date: / 02.04.2015/ Version: 8.1.2.35/SQLink 8.1.2.7'''
*System/DYN Export/Break out export files by month
*System/Added/Table to store Credit card info per customer
*SQLink/Modified/Added clear QB ID on PO tables
*SQLink/Fixed/Now matches existing wage item if it exists in SME

'''Date: / 02.03.2015/ Version: 8.1.2.34'''
*System/DYN Export/All exported invoices go out as 'in'
*System/Updates/Only rebuild indexes on tables with a modified structure

'''Date: / 01.30.2015/ Version: 8.1.2.33/SQLink 8.1.2.6'''
*SQLink/Added/Option to stop importing vendors from QB and only export from SME to QB
*SQLink/Added/Option to clear all QB UID's and other imported QB info to allow SME to sync with a new QB Company file
*SQLink/Modified/Only use the QB UID for searching in QB for an existing item on a re-sync
*PO/Fixed/Bad field name in a PO export query

'''Date: / 01.27.2015/ Version: 8.1.1.32/SQLink 8.1.1.5'''
*SQLink/Modified/Added a tech code to turn off SQLink if a customer decided to stop using QB
*System/DYN Export/Show QB ID flag
*SQLink/Modified/Export of Partner Discounts to always be a positive number

'''Date: / 01.21.2015/ Version: 8.1.1.31'''
*Purchase Orders/Fixed/Data not getting set correctly if editing after closing the PO
*Purchase Orders/Fixed/Creating multiple material detail records when : the cost had changed AND the item was not serialized AND the available quantity < the po Item quantity (which resulted in a split condition)

'''Date: / 01.16.2015/ Version: 8.1.1.30'''
*System/Added/Work Groups to the Assigned To lists for selection
*System/Added/If the Assigned To is a Work Group set all new tasks for the Work Group
*System/Added/Work Group editor added email field
*Orders/Added/Work Group query for reporting
*Orders/Added/Salesperson to Order Status table
*Orders/Added/Work Group logic on item editor
*Auto Email/Added/Check Work Group emails for Auto Outgoing emails
*Auto Email/Added/Added salesperson to Auto Outgoing emails
*Auto Email/Added/Work Group to task emails. If work group exists and has non blank email, use that email, otherwise, use tech's/vendor's email
*Routines/Fixed/Misspelling of salesperson causing emails to stop going out

'''Date: / 01.15.2015/ Version: 8.1.1.29'''
*Purchase Orders/Modified/Items can now be imported from Excel to fill purchase orders
*System/Modified/No longer reports an error if license check fails
*System/Modified/Grid speed issues
*System/Modified/Set options on new databases
*System/Modified/Hide Web Reports Option unless Web Reports are enabled on the database
*Dispatch/Modified/Right Click menu item 'Email Ticket' now calls same form as the orders modules
*System/Added/Option to disable multi-threading on grids for Windows 8 and server 2012

'''Date: / 01.12.2015/ Version: 8.1.1.28'''
*System/Added/Menu item to toggle all print flags if some are set they will clear and the others will set
*RMA/Modified/When receiving RMA Item, if the permanent removal is not checked, always treat it as if the 'replace item' were.
*Orders/Modified/Some orders were never going to 100% invoiced due to item deletion and addition after initial invoice
*System/Conversion/Triggers not correctly set when converting from versions prior to 8.0
*System/Auto Email/Custom fields that match between modules were not getting filled in on automatically generated orders

'''Date: / 01.09.2015/ Version: 8.1.1.27'''
*Inventory/Fixed/Editor on Material Detail tab was not filling information correctly
*System/Conversion/Corrected auto run tech code

'''Date: / 01.08.2015/ Version: 8.1.1.26'''
*Orders/Fixed/Add to Company Equipment flag dropped when adding them to an order
*System/Modified/Dynamics data export
*System/Fixed/Message when logging into a database other than the default in multi database systems

'''Date: / 01.07.2015/ Version: 8.1.1.25'''
*System/Modified/Further disabling of grid sorting
*SQLink/Fixed/Tax formatting was three places

'''Date: / 01.06.2015/ Version: 8.1.1.24'''
*System/Limit license check to 2 tries before defaulting to temporary status

'''Date: / 01.05.2015/ Version: 8.1.1.23'''
*Orders/Fixed/Dataset not on edit mode
*System/Modified/Temporary disabling of grids calling multiple table queries to fill the results
*System/Added/Excel export to .xlsx extensions
*System/Fixed/Data file path for the Grid Excel export option

'''Date: / 12.18.2014/ Version: 8.1.1.22'''
*Orders/Modified/Material Editor/Location now read when the item is selected to avoid warehouse issues
*System/Modified/Class now carries from Service Items through all modules to invoices
*System/Modified/Maintenance Contract numbers now carry through in the ref# field to invoices generated from recurring invoices
*Orders/Modified/Material Editor/Changing the warehouse on an item that was using a different warehouse no longer auto transfers the stock to the newly selected location

'''Date: / 12.17.2014/ Version: 8.1.1.21'''
*System/Modified/Dynamics data export
*Orders/Fixed/Labor Editor had an infinite loop when changing billable amount. Only happened when it was not associated with a scheduled amount change
*System/Modified/Maintenance/Warranty Expiration/Now checks that minimum dates are set since if they are not SME could generate false records

'''Date: / 12.17.2014/ Version: 8.1.1.20'''
*Auto Email/Fixed/Subject line character restrictions for special characters
*System/Export/Modified Dynamics export

'''Date: / 12.16.2014/ Version: 8.1.1.19'''
*System/Modified/Update now pulls from 8.1 update FTP folders

'''Date: / 12.15.2014/ Version: 8.1.1.18'''
*Orders/Fixed/Issue with Contract Number on editor
*System/Fixed/Form Code not pulling in custom tab when form code is used
*Purchase Order/Fixed/Only reduce counts if they are greater than the received count

'''Date: / 12.12.2014/ Version: 8.1.1.17/SQLink 8.1.1.3'''
*System/Fixed/Journal entries not displaying on entering the tab

'''Date: / 12.10.2014/ Version: 8.1.1.16/SQLink 8.1.1.2'''
*Inventory/Fixed/PO Account ID in Link options
*SQLink/Added/Option to ignore the customer when only Billing Customers are stored in QuickBooks

'''Date: / 12.08.2014/ Version: 8.1.0.15'''
*System/Modified/Export for Dynamics

'''Date: / 12.08.2014/ Version: 8.1.0.15'''
*System/Modified/Export for Dynamics

'''Date: / 12.06.2014/ Version: 8.1.0.14'''
*System/Added/Export method for text export to MS Dynamics

'''Date: / 12.05.2014/ Version: 8.1.0.13'''
*System/Modified/HTML text editor update to fix pasting images into SME
*System/Fixed/Conversion when database names do not match SQL conventions
*System/Modified/Error log messages

'''Date: / 12.03.2014/ Version: 8.1.0.12'''
*Inventory/Fixed/incorrect field name in vendor items query
*System/Modified/Locking of data in SQL
*System/Modified/Reduced attempts to write locked data from 10 tries to 5 in SQL
*Orders/Service Items/Fixed/Issue when writing Class Name on Recurring generation

'''Date: / 12.02.2014/ Version: 8.1.0.11'''
*System/Modified/Contacts/Filter by both Site and Billing
*Purchase Order/Fixed/Adding item to PO that was created from an order would fill in the order number
*Maintenance Contracts/Fixed/Updating maintenance contract was resetting the Recurring Invoice start date

'''Date: / 12.01.2014/ Version: 8.1.0.10'''
*Users/Fixed/Code value updates with user name changes
*Dispatch/Modified/Moved more processes to tables as opposed to temp tables
*Orders/Fixed/Grid issue when selecting multiple items from the Partial Invoice screen was causing SME to crash
*Dispatch/Modified/Assets moved from temp table to permanent table
*Dispatch/Modified/Voided orders no longer show in Dispatch

'''Date: / 11.24.2014/ Version: 8.1.0.9'''
*System/Tech Code/Runs tech code to revert all failed order conversions
*SQLink/Updated/Now updated to SME 8.1

'''Date: / 11.19.2014/ Version: 8.1.0.8'''
*System/Added/Fields and tables for dynamic export
*System/Added/Logic to fill the dynamic tables
*Packages/Fixed/Error calculating package item totals when price is generated

'''Date: / 11.18.2014/ Version: 8.1.0.7'''
*Dispatch/Fixed/Error scrolling records when no options are set on settings tab
*Orders/Fixed/Error when scrolling through combined invoices on the Service/Install tabs
*Batch PO/Fixed/Trigger not getting re-initialized when updating
*Recurring Invoices/Fixed/Error when posting Recurring Invoices.

'''Date: / 11.12.2014/ Version: 8.1.0.6'''
*System/Modified/Batch PO/Added Item Number to grid
*System/Modified/Orders/Made Require Service Code an option
*System/Modified/Order/Added Allocated warning when adding orders to combined invoices
*System/Modified/Order handling from SME Mobile was causing occasional duplicate order UID's
*System/Fixed/Error logging and record update time/out issues
*System/Fixed/Saving records under Customer Equipment was not writing info to the new table but placing them in the old table

'''Date: / 11.11.2014/ Version: 8.1.0.5'''
*Batch PO/Fixed/Edit function in grid stopped working

'''Date: / 11.7.2014/ Version: 8.1.0.4'''
*Activities/Fixed/Alarms returning way too many records after database rebuild

'''Date: / 11.6.2014/ Version: 8.1.0.3'''
*System/Fixed/Orders/History tabs not saving settings and displaying correctly
*Proposals/Fixed/Fixed rates tab not calculating
*Inventory/Fixed/Transfers not completing the last record on multiple record transfers

'''Date: / 11.4.2014/ Version: 8.1.0.2'''
*System/Add/Zone filter to Proposal/Orders/Invoices to prevent 'Cannot add to order when adding from Dispatch'
*System/Add/Use Dispatch view for lookups when adding to dispatch. In some cases you may not see a refresh if you are on service and drag a proposal to dispatch
*System/Fixed/Error when adding new records. UID was initialized in the incorrect place. Causing prompts for SLA & Class re-initialization
*System/Modified/Tech certification check only if there are labor task records
*System/Updated/to latest component sets on all grids/dispatch controls/reporting controls/and data controls
*System/Fixed/Batch PO/Filters not functioning as planned
*System/Fixed/Error message on shutting down SME

'''Date: / 10.31.2014/ Version: 8.1.0.1'''
*Batch PO/Added/Button to only close modified PO's
*Batch PO/Added/Button for full regenerate of all PO's
*Batch PO/Modified/Fill table now only fills required PO's instead of all PO's
*Batch PO/Modified/Grid settings to improve speed
*Batch PO/Modified/Only add missing records to the grid instead of completely reloading the grid

'''Date: / 10.30.2014/ Version: 8.1.0.1'''
*Dispatch/Modified/Dispatch id's to tech, vendor, service, install, proposal, invoice
*Dispatch/Modified/Uses temp table for labor, uses view data vs query and updates ( Now the ID's necessary for dispatch are on the tables)
*Dispatch/Modified/Tracked and fixed 'missing' field errors when adding labor from project
*Dispatch/Modified/Creates view for labor and orders
*Purchase Order Batch PO/Modified/Added button to only close GENERATED records
*Purchase Order Batch PO/Added button for FULL regenerate
*Purchase Order Bulk Import/Modified/Fill table now only generates REQUIRED records, vs all 5000 records
*Purchase Order Bulk Import/Modified/Required records defined as 'close all records that have been generated or have a defined minimum level.
*Purchase Order Batch PO/Fixed/Grid settings to speedup process
*Purchase Order Batch PO/Modified/Only 'missing' records are regenerated.

2015-11-24T17:30:00Z

CraigL:

== Best Practices for addressing SQLink Errors ==
* Fix errors as they occur.
* Fix errors in the sequence illustrated in the image below starting with Customer errors and ending with Proposal errors.
[[File:FixSequence.png]]

== SQLink Error 702 ==
702 - 702: The query request has not been fully completed. There was a required element ("800005BC-1267498278") that could not be found in QuickBooks. The element (########-#########) is the QB term for an item; Customer, Vendor, Employee, Inventory, Service, Account, etc...

The string - ("800005BC-1267498278" - is the QB ID for an item in QB) - means that the item, a customer, invoice, account, service, etc... used to be in QB but it now has a new QB ID or has otherwise been modified in QB. Modifications can include setting the item as inactive, deleting or merging it with another item, etc... To resolve look at all items related to the error and make sure they exist in QB.
* - If it's a customer, make sure the customer is active.
* - If it's an invoice it should re-export creating a new QB ID.
* - If it's an inventory/service item review them on the invoice and make sure they are all QB items.
* - Check SQLink defaults and make sure all accounts on the default tabs in SQLink are present and active in QB.
* - Open SQLink> File> Setup> check all tabs and make sure the listed items are active in QB.

== SQLink Error 805 ==
Error adding XYZ Company - 805: The name " XYZ Company " of the list element is already in use

This means that the name - "XYZ Company" - is already in QB on a list. User needs to locate it in QB and add something to the name. QB convention is (V) if on the vendor list, (E), if on the employee list, etc... If it's already on the customer list add (SME) and merge it in QB with the original.

== SQLink Error 899 ==
Error adding XYZ Company - 899: The string "ST. FRANCIS OF ASSISI CATH. CHURCH - VIDEO" in the field "Addr1" is too long.

Need to shorten the address to less than 40 characters. There are tools available online to help you count characters such as http://www.lettercount.com/

== SQLink Error 899 - You cannot pay more than the amount due==
899: The "AppliedToTxnAdd payment amount" field has an invalid value "3353.98". QuickBooks error message: You cannot pay more than the amount due.

This error occurs when QuickBooks cannot mark an invoice as paid because the invoice balance and the applied amount are in conflict.
They payment cannot be applied to the QuickBooks invoice because it has already been paid.

==SQLink Error 808 ==
SQLink Error 808: Error adding Customer XYZ 808: There is an invalid reference to a parent "80000004-1207320348" in the Customers list.

QuickBooks error message: To change parent or type when the element or its descendants has been used in a transaction, you must switch to single-user mode. <- QuickBooks must be in single user mode.
This error happens when the billing address is changed on a site customer record in SME. I do not recommend making these changes in SME. This specifically happens when you click the 'Select Billing Company' button or uncheck the 'Is Billable Flag' on the Billing Address and select a new parent/billing customer. Since QuickBooks has special limitations on moving customers between Parent/Billing companies it is always best to do this in QuickBooks. There are two issue that QuickBooks raises:
- QB must be in Single User mode to make the change
- If the change cannot be done due to QB rules you will be warned
There are a couple of ways to move customers in QB. One is available from the following video link and one is by dragging the customer to a new parent.

Link to the Video:[[Move QB Customers to Job Sites]]

The other is to place the cursor over the customer and drag it to the new parent. If there are payments, etc.. you will not be able to move the customer. This will also return an error in SQLink since if QB cannot move it then SQLink cannot move it.

These issues are why I recommend 'only' reassigning customers in QuickBooks.

This error can also come up on Invoices as: Invoice ######## skipped - Billing Link ID not initialized. The usual cause is either the site/job or the Billing customer has been set to inactive.

== SQLink Error 810 ==

810: There was an error when saving a Invoice. QuickBooks error message: The transaction is empty.<br>

In this case the invoice was a combined invoice and the order on the invoice was removed or deleted. Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'The transaction must be positive'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

Can also come up as 'Invoice ##### skipped - voided invoices cannot be exported'
Go to invoice in SME and either uncheck "export to QB" or delete invoice.<br>

This error can also come under PO as: 810: There was an error when saving a Bill. QuickBooks error message: This transaction action is not allowed for this user. - Probable causes are the user running SQLink does not have permission to modify bills in QuickBooks or the closing date has been set and a QB Admin would need to modify the restriction to export the PO/Bill. <br>

Error adding (Customer – but can be other types of records as well) 810: There was an error when saving a Customers list, element "Customer Name". QuickBooks error message: This list has been modified by another user.

== SQLink Error 851 : Unable to find the QuickBooks Request Processor ==
851 : Unable to find the QuickBooks Request PRrocessor on your system. Please make sure that QuickBooks 2002 Pro or higher is installed on your system

Download and run the installer from the following link.
QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink Error 201 ==

Error adding 201: Required field CustomerName not specified.<br>

Error 201 can pertain to any Customer, Vendor, Inventory, Service Item, etc.. record where the Name field is blank.<br>

To correct:<br>

- Go to the module referenced, Customer in the case above<br>

- Do Search All and click on the Name field<br>

- You will see a blank record<br>

- Select the record<br>

- Check if the record should be tied to a specific customer. If the record has no information you can safely set it as inactive and delete it.<br>

== SQLink Error 819 - Error adding XYZ – The object may not be changed==
This is part of the – ‘Unknown error’ returned from QB – seems sometimes it returns an error # and others it does not.

<br>- If switched to Single user – they may get - XYZ Company – Unknown error returned from QuickBooks… this means QB cannot move the child to a new parent due to history on the child company like payments, invoices, etc.. – (See below)
<br>- Additional info to above… can also be reported as Error 819
<br>- Error adding XYZ 819 – (The object may not be changed). Error adding XYZ 819: There was an error when modifying a Customers list, element "800009F6-1300911661". QuickBooks error message: Unknown Error. The Customer List Element is the QuickBooks UID for the customer you have flagged to move in SME.

<br>- To Resolve: Review QuickBooks for the XYZ company and reset the SME companies to match what they were before the ‘Is Billable’ flag was lifted or the Billing/Parent Company was changed.

== Duplicate Customer ==
If you see the following error in SQLink, there is a duplicate customer in SME.

'''Customer : XYZ is skipped due to duplication'''

You can follow the following steps to resolve the error or watch the video below.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>'''Find which customer record is the duplicate'''

# Go to '''Customers'''.
# Click '''Search''' >'''Search Active Customers'''.
# Click '''Views''' > '''New View'''.
# In the Grid Column Window, check the following fields: '''Name, BillName, Address 1, Address 2, City, St, CustID, ParentID, QBExport. Click OK.'''
# Arrange the columns the way you want in the search view window.
# Click '''Views''' > '''Save View'''.
# Type a name for the view and click '''OK'''.
# In the search view window, sort by '''Name'''.
# Locate the customer name SQLink said is a duplicate.
# Follow the row to the CustID column. If the column is empty, that is your duplicate customer record. Double click to open the duplicate.
# Click your cursor in the '''Company''' field to edit the customer name. Type ('''DUP''') after the customer name. This makes it unique and easy to identify when reassigning orders and invoices for the duplicate customer.
# Click '''Save'''.

'''Now that you found which customer is the duplicate record, check to see if there is any activity for customer you need to reassign'''

# Click the '''Customer Activity''' tab.
# Click the '''Invoices''' tab.
# If there is an invoice on this tab, double click on it. SME will jump to the invoice.
# Click '''Actions''' > '''Rollback Invoice'''.
# Go back to the duplicate customer.
# Click the '''Customer Activity''' tab > '''Service''' tab to check to see if there is a service order assocaited with the "DUP" customer.
# If there is a serivce order, double click on it. SME will jump to the order.
# Click [[File:Magnify.jpg]] to search for the correct customer. In the search window, select the correct customer record, not the "(DUP)" record.
# Save the service order.
# Click '''Actions''' > '''Generate Invoice''' to re-invoice the order.
# Follow steps 1-9 for install orders and invoices for the install orders.

'''Now the activity associated with the duplicate customer are assigned to the correct customer, delete the duplicate customer'''

# Go to the '''"DUP"''' customer.
# Click '''Delete''' to delete the customer record.

== Customer Link ID not initialized ==
If you receive the following SQLink error, you were trying to sync an invoice to QuickBooks that didn't have a valid customer in QuickBooks.

'''Invoice #XXX skipped - Customer link ID not initialized'''

This is usually caused by duplicate customer records in SME. Click here to watch a video on how to resolve the duplicate customer on an invoice and sync the invoice properly.

<videoflash>5EC0ZdD3I7I</videoflash>

<br>In the video, when the service order was re-invoiced, we let SME assign a new invoice number. If you need to retain the original invoice number, instead of clicking Action> Generate Invoice on the order, follow these steps:

* Write down the order number that needs to be re-invoices.
* Go to the correct customer record (not the DUP customer).
* Click Actions> New Combined Invoice. SME will jump to the new invoice.
* On the Details and Settings tab, locate the Invoice # field. Click [[File:browse.jpg]] to enter the invoice number you want to use. (If you don’t see this icon, you need to add the permission to initialize numbers to your user group settings)

[[File:InvoiceNumberField.jpg]]

* Select the '''Service Orders''' or '''Install Orders''' tab to select the order you need to invoice (the invoice number you wrote down in the first step above).
* Click '''Save'''.

== Error Connecting to QuickBooks ==
When syncing SME to QuickBooks, if you receive the message "Error Connecting to QuickBooks", you are logging into QuickBooks with a path that is different than that refereced by SQLink. This typically happens if you open QuickBooks on a client and try to sync when the initial sync was established on the server.

To run SQLink on client machines, you will need to do the following:

# From the client computer, browse to the sme5 executable folder and locate the SQLink Documentation folder.
# Run the QBFC7_0Installer.

Also, SQLink and QuickBooks must reference the same path to access the QuickBooks company file. to check this:

# Open QuickBooks.
# Press '''F2''' to open the Product Information window.
# Locate the '''File Information''' section and make note of the path in the '''Location''' field.
# Launch SQLink.
# Click '''File''' > '''Link Setup'''.
# Locate the '''Quick Books Company File''' field. The path in this field must be the same as the path noted in QuickBooks (step 3 above).

== List Element Error ==

When running SQLink with QuickBooks the following message is returned in the SQLink Log:
Error adding (Item Name*) 819: There was an error when modifying a (can be any type of name) list, element** "3170000-1189020798". QuickBooks error message: Cannot merge list elements.

* An item in QB can be a customer name, vendor name, inventory item, etc…
** Element “#######-#########” is the QuickBooks unique identifier

Basically either the ‘Name’ or the ‘Element’ is on a list in QuickBooks and therefore the item that SME is exporting will be rejected by QuickBooks.

'''For example:'''

Both ListID and the Name are unique keys in QuickBooks. And you modified a customer which prompts to export that Customer with the ListID that matches an existing ListID in QB and the Item Name from another record or the Item Name matches, a more likely scenario, and the ListID is different.

This produces the "Cannot merge list elements" error message back from QuickBooks.<br>

- Customer - CustID<br>
- Invoice - InvoiceID<br>
- Vendor - VendorID<br>
- Inventory - InventoryID<br>
- Service Item - ServiceID<br>
- Employee - EmployeeID<br>
Usually for all SME modules there will be an item/column with <name>ID which holds the QB list UID.<br>

'''To include the QuickBooks ID number in the search window:'''<br>
1. In the search window, click '''Views''' > '''Add remove fields'''<br>
2. In the window that opens, check the QuickBooks ID field for that module (list above)<br>
3. Click '''OK'''.<br>
4. Click '''View''' > '''Save View'''. Name the field and Click '''OK'''.<br>
For more information about search views, go to [[Search Window]]<br><br>

'''Example Error:'''<br>
Error adding Bill10506
807: Object "80000016-308248122" specified in the request cannot be found. QuickBooks error message: Invalid argument. The specified record does not exist in the list.<br>
'''Solution:'''<br>
The numbers “80000016-308248122” are referring to an inventory item that QB says no longer exists in QB. It may be inactive, deleted, or related to the inactive parent. You can research it as noted above and shown below in the screenshot.

[[File:InventoryID_SearchView.png]]

'''To resolve this issue:'''

<br>1. Examine the SQLink log: Look at the error:
* Error adding Customer A 819: There was an error when modifying a Customers list, element "3170000-1189020798". QuickBooks error message: Cannot merge list elements.
<br>2. In QuickBooks, locate and edit the name of the vendor/customer:
* Choose '''Lists''' > '''Customer''': '''Job List''' or '''Lists''' > '''Vendor''' List, or '''Lists'''> '''Item List, etc'''… as needs may require.
* Locate and double-click the name noted in the SQLink Log.
* Place a 1 at the end of the name and click OK. Leave QuickBooks and this list open.
<br>3. In SQLink do '''Data Functions> Export New QuickBooks Data> (List Item)'''. In this case it will be Customers. There should be no error for the specific record and it will export to QuickBooks and sit right next to the QuickBooks Record.
<br>4. In QuickBooks, merge the edited name with the name that has been created by the SQLink:
* In the open list in QuickBooks, double-click the name to which you added a 1.
* Remove the 1 from the name and click '''OK'''.
* When asked if you would like to merge the names, click '''Yes'''.
<br>5. Do this for all items that have the issue from the SME log.

== Error - QBFC Not Found ==

[[File:QBFC_Not_Found.png]]
<br>The QBFC program is local to the logged on user. Download and run the installer from the following link.
<br>QBFC 11.0: http://high5software.com/downloads/QB/QBFC11_0Installer.exe

== SQLink stops processing in the middle of a sync ==
If SQLink stops processing in the middle of your sync, you can look at the log file and find out what item is holding up the sync or if there is an error connecting to QuickBooks.<br>

1. Right click on your SQLink shortcut and select '''open file location'''.<br>
2. Double click on the '''Log''' folder<br>
3. Sort by modified date and locate the file modified last, it will probably be a sqlink file.<br>
4. Right click, not double click, on the file and select '''Edit'''.<br>
5. Scroll to the bottom of the file and you will see the item that is holding up the sync. <br>

==QB Invoice number has changed ==
Processing 10 of 110 Invoices (Ref #405-I)
<br>QB Invoice number has changed : QB = 405-I SMP = 405

<br>Invoice numbers in SME are numeric only. Invoice numbers in QuickBooks are strings so they can have numbers and letters. When the invoice from QB syncs to SME, the letters will be taken out of the invoice number in SME. Your invoice number in QB isn't changed.

== Error adding customer XYZ 810: There was an error when saving a customers list, element ==

Error adding Custer XYZ 810: There was an error when saving a Customers list, element " Custer XYZ". QuickBooks error message: This customer already has job information.
<br>To add a new job, the customer's current job information must be moved into its own job.

== Invoice #12345 skipped - Customer is inactive ==
Adding (X) Invoices
<br>Processing 1 of (X) invoices (#12345)
<br>Invoice #12345 skipped - Customer is inactive

<br>Retrieve the Invoice and get the customer name. Check the name in both SME and QuickBooks and set the customer as active to export an invoice.

== Purchase Order 12345 skipped - no received items to export ==
Adding Purchase Orders to QuickBooks
<br>Processing 1 of (X) Purchase Orders
<br>Purchase Order 12345 skipped - no received items to export

<br>The ‘Export To QuickBooks’ flag is set when there are no received items to export. There are two flags, QB Bill Export and QB PO Export. Uncheck the flag as it will get set if items are received on the PO.

== Payment not distributed ==
Payment not distributed means that there is no invoice associated with the payment. For a payment to export from SME to QB it has to have an invoice attached. I would do the following:<br>

1) Delete the payment from the Payments module<br>
2) Go to Receivables > Invoicing and go to the invoice<br>
3) Go to the '''Payments''' tab and enter the payment<br>

That way you are assured that it is attached to an invoice.

If you have the invoice in QB you can also apply the payment in QB and it will sync back to SME and close the invoice.

== There is no disk in the drive. Please insert a disk into drive E. ==
This happens when USB devises are removed without first ejecting the media. This can happen either from USB or DVD/CD devises. You may also need to put a readable DVD or CD in your removable drives.

<br>A quick way to stop the error from popping up is to quickly click the "Save to file" button in lower right corner. You can click "Cancel" on the window that opens.
<br> [[File:SQLink_SaveToFile.png]]

<br>'''Prevent the error from happening in the future:'''
<br>1. First look at the removable USB devises icon next to the system clock.
<br> [[File:RemovableDisc.png]]
<br>2. When you put the mouse over the icon you’ll see the following:
<br> [[File:SafelyRemove.png]]
<br>3. Click on the icon and you will see all USB related devises
<br> [[File:EjectFlash.png]]
<br>4. Remove all drive related entries that are not currently plugged in.
<br>5. Place a disk in all DVD/CD drives.
<br>6. This should clear up the issue.

<br>More info on the topic:
<br>http://ccrqblog.ccrsoftware.info/2010/02/stopping-the-windows-no-disk-error/

<br>'''For more dire cases do the following:'''
<br>1. Right click on '''My Computer'''
<br>2. Click on '''Manage'''
<br>3. Click on '''Device Manager'''
<br>4. Click the "+" on the '''Disk Drives'''
<br>5. Count how many "Drives" that your computer is currently using.
<br>6. When the Error message pops up then count how many '''Drives''' it

<br>'''Note:''' On some computers you will see duplicate entries in your device manager. You will need to Disable the duplicates.
<br>[[File:DuplicateDiscs.png]]

== QuickBooks warning 550 ==
999: Unrecognized QuickBooks warning: 550: The Customers object was saved successfully, but its corresponding Notes record could not be saved.

<br>This is a warning / bug from QuickBooks which High5 can't do anything about. The record should be updated with the sync, but to stop getting the error you must go to the record in QuickBooks and enter any character in the Notes.

==SQLink Error 511 - QBRequestID has been used previously for another request ==
This message is from QuickBooks. Usually closing and reopening QB will clear the message and reset the request processor. We've noticed that the QB ID generator sometimes gets stuck, and when it does, this is the outcome.
<br>[[File:Error511_QBRequestID.png]]

<br>To resolve, close QuickBooks and reopen. This should reset the QuickBooks ID generation
<br>May have to re-check Export Invoice to QB and Bill or PO

2014-10-22T22:36:44Z

CraigL: Added link to FTP Error Reports

'''Installing SME'''<br>
* [[Installing SME]]<br>
* [[Making a connection to your SME database]] <br>
* [[Setting up a client computer to run SME]] (Preferred method)<br>
* [[Setting Up SME Client Users]]
* [[Local installation of the SME executable]] (Not the preferred method)
* [[Set up of initial company data connection]]
* [[SME on Remote Desktop or RDP]]
* [[SME Hosted Server]]
<br>'''Updating SME'''<br>
* [[Updating SME 7.2]]<br>
* [[Exclusive Access]]<br>
* [[Updating SME]]<br>
* [[Upgrading - SME 7.1 to 7.2]]<br>
* [[Upgrading - SME 7.0 to 7.1]]<br>
* [[Upgrading - SME 6.3 - 7.0]]<br>
<br>'''Backing up SME'''<br>
* [[SME Backups Best Practices]]
* [[Backing up your SME database using MS SQL Management Studio]]
<br>'''Installing Add On Products for SME'''<br>
* [[SME Web Services Installation Guide]]<br>
* [[Barcode for SME Installation Instructions]]
* [[Tech Service for Android on SME Installation Instructions]]
* [[Automated Email Installation]]
* [[Web Services Update]]
* [[SME POS Setup]]
<br>'''SME Hosted/ Remote'''
* [[Remote Desktop Settings]]

<br>
<br>'''Importing into SME'''<br>
* [[Before Importing - About UID]]
* [[Importing Customers]]
* [[Importing Contacts for Customers]]
* [[Importing Inventory Items]]
* [[Importing Leads]]

* [[Importing contacts into Constant Contact]]

<br>
* [[Utilities]]<br>
<br>
<br>'''FAQ for Administrators'''<br>
* [[SQLink Client Setup]]<br>
* [[FAQ - Connection Issues]]
* [[Drop down fields not working]]
* [[Licensing Issues]]
* [[Out of Seats when you are not out]]
* [[Regional Settings]]
* [[Steps to create a new user profile]]
* [[SKA Error 4 message when opening SME]]
* [[Live Spelling - Reset Dictionary]]
* [[End of Year Utilities]]
* [[Email Settings]]
* [[Recreating Inventory Detail Utility]]
* [[SME and SQL Express]]
* [[Named Piped Provider: Could not open a connection to SQL Server]]
* [[Location Settings]]
* [[FTP Error Reports]]