Maintenance Update - 7.2.8.99 - Revision history

Amy: /* Customer Warehouse */

2012-07-23T16:04:14Z

Customer Warehouse

Amy: /* Can no longer select items from inventory allocation when the order has been invoiced */

2012-07-23T16:00:08Z

Can no longer select items from inventory allocation when the order has been invoiced

Amy at 15:59, 23 July 2012

2012-07-23T15:59:08Z

Amy at 15:41, 23 July 2012

2012-07-23T15:41:09Z

Amy: /* Packages */

2012-07-23T15:26:56Z

Packages

Amy at 23:05, 20 July 2012

2012-07-20T23:05:28Z

Amy at 23:02, 20 July 2012

2012-07-20T23:02:49Z

Amy at 23:00, 20 July 2012

2012-07-20T23:00:18Z

Amy: Created page with "== Packages == The Packages have been redesigned. Click Packages to understand how to set them up, add them to orders, and place POs for packages. == TechTime syncing change..."

2012-07-20T22:59:47Z

Created page with "== Packages == The Packages have been redesigned. Click Packages to understand how to set them up, add them to orders, and place POs for packages. == TechTime syncing change..."

New page

== Packages ==
The Packages have been redesigned. Click [[Packages]] to understand how to set them up, add them to orders, and place POs for packages.

== TechTime syncing changes ==
<br>If you do not want labor records created in SME to immediately sync to QB on the next sync, go to SME '''Setup''' module > '''Company''' > '''Order''' and check '''Don't default Tech Timesheet Export'''. You will then have to check '''Export Timesheet to Quickbooks''' on each labor item when you are ready for it to sync to QB.
<br>[[File:DontDefaulExportTimesheet.png]]

== SLA Setting Changes ==
SLA date setup to account for various possible work hours settings

== Issue Title ==
When converting an issue to an order, the issue title now populates the order summary.
<br>[[File:IssueTitle.png]]

@@ Line 50: / Line 50: @@
 == Customer Warehouse ==
 Now cannot allocate inventory from another customers warehouse
+<br>[[File:CustomerWarehouse.png]]
 == Propoagate to Order changest ==

@@ Line 23: / Line 23: @@
 <br>[[File:LineItemOrder.png]]
-== Can no longer select items from inventory allocation when the order has been invoiced ==
+== Inventory Allocation ==
 Can no longer select items from inventory allocation when the order has been invoiced
 == Partial Invoice label ==

← Older revision		Revision as of 15:59, 23 July 2012
Line 42:		Line 42:
	<br>Go to Setup > Company > Order section		<br>Go to Setup > Company > Order section
	<br>Locate Default Priority and choose your default.		<br>Locate Default Priority and choose your default.
		+
		+
		+	== Batch Print Invoice changes ==
		+	If you use Batch Email invoices (tools > Batch Print/ Email Invoices), the customer name fills in the subject line of the email.
		+
		+
		+	== Customer Warehouse ==
		+	Now cannot allocate inventory from another customers warehouse
		+
		+
		+	== Propoagate to Order changest ==
		+	Update related now updating all Order records, Recurring Invoices & Recurring Orders
		+	<br>[[File:PropogateToOrderChange.png]]
		+
		+
		+	== Editing Common Services ==
		+	You can now edit the common service without having to open it up.
		+	<br>[[File:EditCommonService.png]]
		+
		+
		+	== Non billable invoice change ==
		+	Setting an invoice as non billable will now leave payment field as zero instead of putting in the invoice total in the payment field
		+
		+
		+	== Deleting or inactivating customer in QB ==
		+	Changing a Customer status in QB or deleting a customer in QB will only set the Customer as Inactive in SME

@@ Line 18: / Line 18: @@
 == Item order sort when exporting invoices to QB ==
+You can now choose how items are sorted on invoices when exported to QuickBooks.
 == Can no longer select items from inventory allocation when the order has been invoiced ==
@@ Line 33: / Line 36: @@
 == Selecting new contact on customer updates QB ==
 Changing the contact on a customer now sets the QB export flag

← Older revision		Revision as of 23:05, 20 July 2012
Line 15:		Line 15:
	In a User Group >Administrative Clearances tab, a permission for deleting Customer Equipment has been added.		In a User Group >Administrative Clearances tab, a permission for deleting Customer Equipment has been added.
	<br>[[File:CanDeleteEquipment.png]]		<br>[[File:CanDeleteEquipment.png]]
		+
		+
		+	== Item order sort when exporting invoices to QB ==
		+
		+
		+	== Can no longer select items from inventory allocation when the order has been invoiced ==
		+
		+
		+	== Partial Invoice label ==
		+	Relabeled wording on orders that have been invoiced and then edited. Old wording - Partial Invoice - new wording - Partially Invoiced = combined order that was invoiced and has been edited reopening the order. Order MUST be edited and Saved for wording to change.
		+
		+
		+	== Automated Email change - deleting labor ==
		+	When a labor record is deleted, only publish the delete if the labor record WAS marked with publish, or Auto Publish is turned on. If you have Automated Outgoing Emails for SME installed and you aren't using the field scheduler portion, deleting labor won't send the cancellation meeting request anymore.
		+
		+
		+	== Selecting new contact on customer updates QB ==
		+	Changing the contact on a customer now sets the QB export flag

@@ Line 1: / Line 1: @@
 == Packages ==
-The Packages have been redesigned. Click [[Packages]] to understand how to set them up, add them to orders, and place POs for packages.
+The Packages have been redesigned. Click '''[[Packages]]''' to understand how to set them up, add them to orders, and place POs for packages.
 == TechTime syncing changes ==

← Older revision		Revision as of 23:02, 20 July 2012
Line 10:		Line 10:
	When converting an issue to an order, the issue title now populates the order summary.		When converting an issue to an order, the issue title now populates the order summary.
	<br>[[File:IssueTitle.png]]		<br>[[File:IssueTitle.png]]
		+
		+
		+	== User Group Permission - Delete Customer Equipment Added ==
		+	In a User Group >Administrative Clearances tab, a permission for deleting Customer Equipment has been added.
		+	<br>[[File:CanDeleteEquipment.png]]

← Older revision		Revision as of 23:00, 20 July 2012
Line 5:		Line 5:
	<br>If you do not want labor records created in SME to immediately sync to QB on the next sync, go to SME '''Setup''' module > '''Company''' > '''Order''' and check '''Don't default Tech Timesheet Export'''. You will then have to check '''Export Timesheet to Quickbooks''' on each labor item when you are ready for it to sync to QB.		<br>If you do not want labor records created in SME to immediately sync to QB on the next sync, go to SME '''Setup''' module > '''Company''' > '''Order''' and check '''Don't default Tech Timesheet Export'''. You will then have to check '''Export Timesheet to Quickbooks''' on each labor item when you are ready for it to sync to QB.
	<br>[[File:DontDefaulExportTimesheet.png]]		<br>[[File:DontDefaulExportTimesheet.png]]
−
−
−
−	~~== SLA Setting Changes ==~~
−	~~SLA date setup to account for various possible work hours settings~~
−