Difference between revisions of "Revision History"
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− | <font size="medium">'''PROGRAM REVISION HISTORY'''</font> | + | <font size="medium">'''PROGRAM REVISION HISTORY for SME 7'''</font> |
+ | |||
+ | Click Here for [[8.0 Revision History]] | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 12.14.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.193 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Customer Propagate requires you to be logged in as the only user in SME when propagating customer changes. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Custom Tabs | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Rebuild of custom tables when user has not defined any custom fields | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposals | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Tab Order | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Jump to order menu now working with service items on the order | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Non Admin users can now modify their grids | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Order Item Display not refreshing | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Rolodex | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Search not displaying | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 12.11.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.192 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Now not checking for changes unless the Order Status has been changed | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Custom Tabs | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Do not allow changes while other users are in SME. Causes issues with existing data and record locks | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 11.17.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.191 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Saving a new Project | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Selected Item Print now working for forms with correct item detail | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 11.07.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.189 | ||
+ | | class="xl63" style="width: 269pt" width="359" | NOT RELEASED | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Export of Billable customers now working | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 10.08.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.188 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Adding Vendor Item was causing a dot net error | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 09.27.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2.18.187 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposals | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Converting fixed proposals ( no longer prompt for selecting item if no items to select) | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Converting fixed orders( no longer prompt for selecting item if no items to select) | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Importing data to custom tables | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposals | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Query on Proposal to show for fixed types | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposals | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Proposal History is now displaying correctly | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Calculation for fixed rate subtotals | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Calculation of invoiced/converted states when on fixed rate record | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 09.18.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.186 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Not Released | ||
+ | | class="xl63" style="width: 70pt" width="93" | | ||
+ | | class="xl63" style="width: 278pt" width="371" | Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 09.17.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2.18.185 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Database | ||
+ | | class="xl63" style="width: 278pt" width="371" | Moved errors to eLog table in the database | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoices | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Error when generating recurring invoices | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 09.14.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.184 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Credit Memo note was not available from the Notes button - now is a choice by doing CTRL = O | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Class placed on items in orders was not transferring to purchase orders | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Multiple items with different classes were not transferring the class for all items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Moved Auto Close logic to assemblies for speed and consistency | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | RMA | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Credit Invoice was not getting created on Receipt of RMA item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 08.30.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.182 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PriceBooks | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Pricebook clearing the package price | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Licensing date issue with Canadian companies | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 08.29.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.181 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Setting Force JIT clearing item details | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Locked Tech Codes to Admin and enter password to run | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | When changing the Vendor, from that stored in inventory, on an item while in orders, would create a blank PO for the vendor from inventory | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Maintenance Contracts | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Manually create/update recurring invoices from maintenance (contracts) | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 08.16.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2.18.180 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoices | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Tech Code: Generate Recurring invoices for imported maintenance contracts: 81913 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PO | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Items entered on PO's from orders, and later modified, would not allow the item to be received. The Received Date would be set, but the Received Flag would not. Work-around was to delete the item and re-add to the PO, then receive | ||
+ | |||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Issues with JIT and items on orders - now can modify without item details duplicating or disappearing | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities Custom Tab | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added Module Name to Search | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | User must have password to run a tech code | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.25.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.179 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Custom Tables | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Custom tables for Recurring invoices | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.17.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.178 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Ability to edit Closed/Invoiced/Partially Invoiced orders based on order status and user group settings. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Use item counts for export if invoice total is zero | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.16.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.177 - 7.2.18.61 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Help System Info | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Now displays the SQL instance name and port used | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Exposed the Employee Export flag so companies syncing can uncheck it if they do not sync employees to QB | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Employee email from QB now mapped to the Personal Email field in SME | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Label for Use ticket number for QB P.O Number' to 'Use invoice/proposal number for QB P.O. Number' on invoice | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Default material item list no longer automatically set to non-inventory items if SQLink is not set to use GL transactions for inventory | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Only prefix PO number field with 'SME - ' if field contents less than 20 characters | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.15.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.176 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Notes shortcut mapping | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Email password now encrypted | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.12.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.175 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added a prefix letter in front of the system generated reference number P=Proposal, S-Service, I-Install | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders & Invoices | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added the ability to change customer and to refresh from customer or billing to the actions menu | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.12.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.174 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Help System Info | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Now displays the SQL instance name and port used | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Voided orders now show 'VOIDED' in the middle of the screen | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Adding your own PO number causing error | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added Customer back to the PO Items tab | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | PO Service item export was duplicating in QB | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring Orders now generate with zero quantity | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Other Charge items now correctly exporting from QB to SME | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Color now updating when item is added | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Prepaid Hours Grid | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Now stays on correct record when clicking Edit | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.08.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.173 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | PO calculation in Inventory for items entered on PO from Orders not updating in inventory | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Package | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Dot Net error when changing cost on a package | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Error when updating Fullname on non billable companies | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Non broken out package header not filling in for Actions> Create PO for Selected items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 07.03.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.172 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Documents | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Out of memory error when converting customer documents to use the File Stream method for storage of customer documents | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 06.29.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.171 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Items entered on orders and flagged as JIT were duplicating in customer equipment | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 06.10.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.170 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Dispatch staying on top of SME after selecting an order to jump to while in Dispatch | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 06.07.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.169 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Right click menu on Po Item Details tab now jumps correctly.. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Activities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Reminder is now set by default | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Selecting just the package header would cause dot net error when creating a PO for the package Items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 06.05.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.168 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Vendor Item | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Add another keeps default info | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory Transfer | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Can now moved reserved to a new warehouse | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Vendor Item | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Changing Vendor name now updates all related info | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 05.28.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.167 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | signature field to accommodate Tech Portal field | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 05.27.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.166/ - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Return | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added right click menu option to allow an item that was removed from inventory and sent to a vendor to be re-added to Inventory if the Vendor sends it back. | ||
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Returns#Bring_material_back_into_inventory_from_Vendor | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Prepaid | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring Invoice not fills form correctly | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 05.24.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.165/SQLink 7.2.17.60 - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Setup | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Purchase Order option to not set as Closed when all items are received | ||
+ | | class="xl63" style="width: 269pt" width="359" | Setup > Company > Inventory > Don't Autoclose POs | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Ability to save reports query to a file | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Incoming email field length expanded to accommodate emails for multiple recipients | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Preview window now updating on order highlighted in Day Planner | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Setting QB Export flag when receiving 'only' service items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Group | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Email host field too short for some Exchange addresses | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Option in Setup> Inventory Defaults> Do Not Auto Close PO's on final receipt | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Tech To Do Open now filtering out Closed properly | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Removed Order/Invoice 'Delete' can be added back on a per user group basis | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Revised management of GL entries between SME and QB for Itemized Invoices | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 05.03.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.164/ - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Received flag not setting on service items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.26.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.163/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Batch PO utility. Added to Tools menu | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Setup> Inventory option to limit items on an order to items listed for the vendor | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | When Vendor Item option is set limit items to those in the vendor items table | ||
+ | | class="xl63" style="width: 269pt" width="359" | Setup > Company > Inventory > Limit Item Vendors | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Actual Quantity calculation not accounting for over received items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Removed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Removed Quick Add feature unless special code is set | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Expanded the Host field to 255 characters for those using Exchange | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Order Items tab, button names changed from "Add New Material" to "Material" etc. Removing the words "Add New" for the Service, Material, Labor, BOM, Package, Text buttons. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.22.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.161/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Quick Add logic modified to focused list | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.19.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.160/SQLink 7.2.16.59 - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Modified queries to clear the system memory runtime space allocated by the SQL server instance to attempt to eliminate the Dot Net runtime out of memory issues | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Non Tax item was importing but not filling in the Non Tax field in settings | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.18.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.159/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring Order Repair table to reports selection | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Quick Add tuning on orders | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.15.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.158/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Quick Add' - Ability to add items to an order without opening the item editor from icon bar across middle of Order Items window | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Fields for taxing items when not using SQLink sync were dropped. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Quick Add' - limit list to 6 types and 6 order types | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.13.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.157/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added unique indexes to the UID field to further isolate lock time out errors | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Cost field logic to not calculate on entry | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.12.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.156/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Turn on snapshot isolation to improve performance | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.10.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.155/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added optional logic to change cost | ||
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Links to package header when selecting the add as line items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Turn on snapshot isolation to improve performance | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.08.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.154/ - Selected Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring Invoice total tab now includes prepaid labor total | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Drop downs for Work Group and Zone not working | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added Edit Login to settings table | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoices/ Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added prepaid amounts to Service Item totals on the totals tab | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Proposal to Recurring Order Conversion | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.05.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.153/ - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposal | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Converting to recurring order caused a dot net error | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added PO Item location drop down to the PO item editor | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Package | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added Line number to packages | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added location to master records for moving the items to the location if it changes on the PO header record | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Actual Quantity is now a calculated field | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Error if PO receiving routine encountered an item deleted from an order but still remaining on a PO | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.04.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.152/ - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Import copy to existing record | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | If ship to changes to a location prompt to update unreceived PO items with new location | ||
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Changing_the_Ship_To_location_on_a_PO | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.03.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2.16.151/ - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Stored Documents now open to default set in the Setup> Company> System stored documents path | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Importing now only updates fields mapped through the import file | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added Microsoft recommended database optimization | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Modified settings to turn on database Auto Create Statistics and Auto Update Statistics to improve query performance | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Issue with carriage returns in the outgoing email list on the order status | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Minimum level check stopped functioning due to query optimization | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Docs | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Use the System setting if the module setting is blank | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Error when editing Price Books and adding a service item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Preferences Icon | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Spelling error in the Start-up task | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Allow clearing the Back Order Quantity from a PO Item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.02.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.149/ - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Adding service item to a price book caused it to error out | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.26.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.146/ - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Hierarchy not properly working | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.25.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.145/SQLink 7.2.16.58 - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | SME Settings Table | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Move Tech Portal settings to user level | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Receive by location logic | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | layout for settings table | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Items | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | If status = jit, and new status = delivered and there are no outstanding PO's and no outstanding RMA, and it's fully invoiced, and the reserve was successful THEN set to invoiced status | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Items | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | If cost override is set use the order cost instead of the inventory item cost | ||
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Vendor | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Ship Charged to functionality to table | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Purchase Order Status records in lists mirroring the Order status functionality | ||
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Invoice attempting to export due to COGs when Use 'GL' was not set in SQLink | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Issue after query optimization when rolling back an invoice | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic for Purchase Order status emails | ||
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic for Location Purchase Order generation | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic for a Snapshot range by date | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.13.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.144 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring hours entry screens | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Create order service records for recurring hours charges (prepaid hours) | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring Hours expired flag | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice/Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | If billable company changes, remove and reapply prepaid with new company information | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | If the labor changes on dispatch modify related records | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer History | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | History grids to reflect the changes for recurring hours | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Prepaid applied is now auto based on service items only | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Prepaid hours are ONLY applied to combined orders and Non-combined /non credit invoices | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Prepaid cannot be deleted if it's been used | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Prepaid hours are added based first on the customer and then on the parent/billing customer | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | changing the service item 'after' initial selection does 'NOT' change the prepaid hours | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Conversion logic for existing prepaid hours to load them into the new structure for new Prepaid/Recurring hours | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Error on selecting service code | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Selectors on Work Group & Zone not working | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.08.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.143/SQLink 7.2.15.57 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Do not send empty GL entries if cost is missing from invoiced item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Data rebuild when there is a space in the database name | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Task | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Input screen for labor hours | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Inventory import clearing retail1 when retail1 was not part of the import | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Can now clear out the quantity on back order by opening receiving, go to back order tab, setting the Back Order to zero and setting the quantity ordered on the Receive PO Item to zero | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.07.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.142/SQLink 7.2.15.56 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Tech Code to clear GL entries to allow for cleanup of previous GL transactions | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | One GL entry per item record. If costs change only that record will be exported. Not entire Invoice. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Parameter when adding multiple packages after GL updates | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | If costs change flag Package for export | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Item costs when adding packages to PO | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Crashing when status changed on an order | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Actual Qty now calculated from the correct values | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.06.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.141/SQLink 7.2.15.55 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Flags to export GL entries correctly | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | When Cost changes on customer equipment or ordered equipment set GL flag to re-export the GL entries based on the fiscal year | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Updates for GL entries | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added field for Tech Portal hours | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Tech Portal Hours fields | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.05.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.14.140 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | GL transactions to mirror QB GL transactions by date | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | If Cost changes on an item set the 'cogs' update flag and re-export the item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Inventory | ||
+ | | class="xl63" style="width: 278pt" width="371" | Modified the inventory snapshot for active & inactive items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Moved the GL flags to supporting tables to better match GL entries made in QB | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | QBCogs flag. If set, cogs is based on date of invoice, vs invoiced date of item | ||
+ | | class="xl63" style="width: 269pt" width="359" | [[GL Entries for SME Inventory]] | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.04.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.13.139 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Queries to enhance speed in SME | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Invoice number in excess of 11 places causing an error | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 03.01.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.13.138 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Queries to enhance speed in SME | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Order Item tab status colors stopped working | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 02.25.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.13.137 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Queries to enhance speed in SME | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 02.18.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.13.136 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoicing | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring hours to recurring invoicing | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Snapshot generation and non inventory items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Partial and Non Inventory counts not included in cogs calculations | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | When updating costs on equipment records also update the cost on related partial invoice copies | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Item editors not updating cost/price | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Exporting package logic | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PriceBooks | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added MFG part Number to Price Books | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 02.14.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.13.135 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Inventory Allocation material handling | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 02.12.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.134 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Routine queries | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added incoming leads to sales table | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 02.08.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.13.134 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" |Routine queries | ||
+ | | class="xl63" style="width: 269pt" width="359" | Not Released | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 01.26.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.133 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Calculate cost as average cost, total as sum total. When saving, only calculate retail price based on price book if item is un-invoiced, or invoice is not closed after doing allocation, or other material manipulation, reset cost on order materials, on receive, update the cost on linked customer equipment record | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PO | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | When receiving a PO and the linked item is a package, update order materials from the cost on the PO | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 01.10.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.132/SQLink 7.2.12.51 - Not Released | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 01.10.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.131/SQLink 7.2.12.51 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Data restricting issues with some versions of SQL Server | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | When importing anything break it into chucks of 500 items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Importing Prepaid items was duplicating the lines in QB | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Duplicate Account number warning - now warns if checked in Setup | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Excise tax was a dollar amount not a rate | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 01.07.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.130 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Error when posting material changes to the tables | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Cell formats displaying incorrectly for the data type | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoicing | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Now sets export flag after adding finance charges | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 01.05.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.129 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Tech Codes to set up GL SQLink Account Inventory Export - clears be flags/values on inventory, set flags on SQLink setup to not import/export inventory, sets default SQLink Import/Export item to SMP_Item. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | When using gl entries for inventory transactions, if the package is set as a 'charge as package' package item, export cost from the package header, not the line items. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Setup | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" |Added Billing Contact Email to the Order Status email addresses to send to. If checked the Billing Contact on the order will get order status updates for the order status changes. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Do not send calendar changes to subs if the 'Do Not Publish' flag is not set and the labor record changes | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | SME was allowing 12/31/1899 as default whenever a date was back spaced out of a date field. SME will now place the current date in any blank date field when saving. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Reviewing Used Prepaid Services | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Removing items from invoices will now reset the QB Export flag | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Status | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Show On Dispatch setting added to Order Statuses | ||
+ | | class="xl63" style="width: 269pt" width="359" | Orders with this option not checked will not show on the Unscheduled, Service, Install, or invoice tabs at the bottom of dispatch. | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 01.04.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.128/SQLink 7.2.12.50 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Import SMP_Item even if import inventory is turned off | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Leads | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Quick View to Proposal was not working | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Help | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Help> System Info> Logged in Users was showing master table connections as well as the data table connections | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 01.04.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.127 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Changing status on stock was causing error | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 12.21.2012 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.126 - Selected Release | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Proposal issue when converting. Incorrect decimal length on some fields. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Converting large orders timing out due to attempting to handle the re-sequence of the items based on user order. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 12.06.2012 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.125/SQLink 7.2.12.49 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Set up inventory processing to break data into manageable chunks. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Exporting PO's when a PO with an error stops all other PO's from exporting | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reporting | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | When run from a module do not clear out the record UID | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Corrected decimal placement on all tables. Logic still calling 4 places after the tables were set to 5 places | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Large orders were hanging and not converting or were very slow to convert due to sequence number logic | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Bill account when exporting a PO with multiple PO's | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 11.16.2012 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.124 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PO | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Inventory record not always recalculating when PO was generated from orders | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Closed date not getting set when voiding an order | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Sales Notes | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Ctrl/Alt/E now has the New Entry and Edit buttons showing | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Activities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Assigned To was not showing in the Activities Grid | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Activities | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | To Do editor not allowing multiple entries and To Do actions not displaying in the To Do Grid | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Audit | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Audit - view all now show issues | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 11.09.2012 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.123/SQLink 7.2.12.47 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Issues | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Limit the incoming title to 70 characters | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" |Export Subcontractor bill to QuickBooks not getting set on invoice creation | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | New reports generating Start and End date in reversed order | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Default SMP_Item was not getting set as a non-inventory item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Manufacture part number now transfers to inventory for items added on the fly | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Journal Notes | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Journal grid clearing out journal records when canceling a new entry | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Batch Email | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added the company name to the beginning of the subject line for batch printed invoices | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 11.06.2012 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.122/SQLink 7.2.12.46 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Recurring Order from template not showing all customers to pick | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Journal Notes | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Journal Notes date info off screen to the left - put in a line wrap | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Leads | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Converting lead to customer would lose parent/child structure | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 10.26.2012 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.120 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Clicking 'Set From Site' does not clear the parent billing link | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Closed Date no longer changing when adding the order to a Combined Invoice | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Currency symbol not displaying in the local/regional format selected for Discount fields. | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Alerts | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Alerts not firing if the SLA category in Setup was set to zero | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Audit Notes | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Date not setting on audit records for sorting | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | RMA | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Credit invoice now references the invoice number in memo line | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 10.20.2012 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.12.119 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
+ | | class="xl65" style="width: 70pt" width="93" | '''Action''' | ||
+ | | class="xl65" style="width: 278pt" width="371" | '''Description''' | ||
+ | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Licensing | ||
+ | | class="xl63" style="width: 278pt" width="371" | System now checks the lock folder for licenses not in use and deletes the unused licenses | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Setup | ||
+ | | class="xl63" style="width: 70pt" width="93" | Inventory | ||
+ | | class="xl63" style="width: 278pt" width="371" | New check boxes for 'Force JIT' and 'Don't update cost when receiving from PO' can now be set | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Journal Notes | ||
+ | | class="xl63" style="width: 70pt" width="93" | System | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added custom types to the User notes filter | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment | ||
+ | | class="xl63" style="width: 70pt" width="93" | | ||
+ | | class="xl63" style="width: 278pt" width="371" | Service History Service Requested/Performed no longer display formatting | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment | ||
+ | | class="xl63" style="width: 70pt" width="93" | | ||
+ | | class="xl63" style="width: 278pt" width="371" | Service History All related orders now show under the history tab for that item | ||
+ | | class="xl63" style="width: 269pt" width="359" | [[Customer Equipment]] | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
{| width="958" | {| width="958" | ||
Line 55: | Line 2,674: | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Change button label from Jump to Service to Jump to Order and Reschedule Service to Reschedule Labor at the top of dispatch. |
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | [[Dispatch Guide]] |
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
Line 90: | Line 2,709: | ||
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
| class="xl63" style="width: 278pt" width="371" | Custom entries transferring from Recurring Orders to Service/Install | | class="xl63" style="width: 278pt" width="371" | Custom entries transferring from Recurring Orders to Service/Install | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
Line 139: | Line 2,758: | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
| class="xl63" style="width: 278pt" width="371" | Set the max decimals to 6 | | class="xl63" style="width: 278pt" width="371" | Set the max decimals to 6 | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | [[Decimal Spaces]] |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports | ||
Line 183: | Line 2,802: | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
| class="xl63" style="width: 278pt" width="371" | Removed the CVV field from the screen | | class="xl63" style="width: 278pt" width="371" | Removed the CVV field from the screen | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | [[Payments]] |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch | ||
| class="xl63" style="width: 70pt" width="93" | Added | | class="xl63" style="width: 70pt" width="93" | Added | ||
| class="xl63" style="width: 278pt" width="371" | Publish button to the Today's labor tab for outgoing email | | class="xl63" style="width: 278pt" width="371" | Publish button to the Today's labor tab for outgoing email | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Meeting_Requests_for_Labor_Scheduled |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring | ||
Line 222: | Line 2,841: | ||
| class="xl63" style="width: 70pt" width="93" | Added | | class="xl63" style="width: 70pt" width="93" | Added | ||
| class="xl63" style="width: 278pt" width="371" | Item Repair tab to recurring orders | | class="xl63" style="width: 278pt" width="371" | Item Repair tab to recurring orders | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users | ||
| class="xl63" style="width: 70pt" width="93" | Added | | class="xl63" style="width: 70pt" width="93" | Added | ||
| class="xl63" style="width: 278pt" width="371" | Item Repair tab to user groups | | class="xl63" style="width: 278pt" width="371" | Item Repair tab to user groups | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab |
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
Line 251: | Line 2,870: | ||
| class="xl63" style="width: 70pt" width="93" | Added | | class="xl63" style="width: 70pt" width="93" | Added | ||
| class="xl63" style="width: 278pt" width="371" | Payments processing module | | class="xl63" style="width: 278pt" width="371" | Payments processing module | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Company#Payments_Gateway |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Notes | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Notes | ||
Line 261: | Line 2,880: | ||
| class="xl63" style="width: 70pt" width="93" | Added | | class="xl63" style="width: 70pt" width="93" | Added | ||
| class="xl63" style="width: 278pt" width="371" | Custom Tables to Recurring Orders | | class="xl63" style="width: 278pt" width="371" | Custom Tables to Recurring Orders | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders | ||
Line 271: | Line 2,890: | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
| class="xl63" style="width: 278pt" width="371" | Labor Editor - if wage is not defined, initialize labor cost from service item on new records | | class="xl63" style="width: 278pt" width="371" | Labor Editor - if wage is not defined, initialize labor cost from service item on new records | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Labor_Editor_Defaults#Labor_Unit_Cost_Defaults |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
| class="xl63" style="width: 70pt" width="93" | Added | | class="xl63" style="width: 70pt" width="93" | Added | ||
| class="xl63" style="width: 278pt" width="371" | Implemented no cost update flag and force jit flag for inventory defaults | | class="xl63" style="width: 278pt" width="371" | Implemented no cost update flag and force jit flag for inventory defaults | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Company#Inventory |
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
Line 394: | Line 3,013: | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
| class="xl63" style="width: 278pt" width="371" | Tax Exempt logic to correctly handle tax exempt customers | | class="xl63" style="width: 278pt" width="371" | Tax Exempt logic to correctly handle tax exempt customers | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Customers#Rates_Tab |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
Line 408: | Line 3,027: | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | System setting to | + | | class="xl63" style="width: 278pt" width="371" | System setting to generate GL entries in QB when exporting PO/Bills for Inventory items kept in SME only |
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Maintaining_Inventory_in_SME_-_Use_General_Ledger_Entries_for_Default_Material |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
Line 521: | Line 3,140: | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
| class="xl63" style="width: 278pt" width="371" | Added Docs to the Item editor for Customer Equipment | | class="xl63" style="width: 278pt" width="371" | Added Docs to the Item editor for Customer Equipment | ||
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:CustomerEquipment_StoredDocumentsTab.png |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System Order | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System Order |
Latest revision as of 16:18, 7 January 2014
PROGRAM REVISION HISTORY for SME 7
Click Here for 8.0 Revision History
. | |||
Date: | 12.14.2013 | Version SME: 7.2.18.193 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Customer Propagate requires you to be logged in as the only user in SME when propagating customer changes. | |
Custom Tabs | Modified | Rebuild of custom tables when user has not defined any custom fields | |
Proposals | Modified | Tab Order | |
Purchase Orders | Fixed | Jump to order menu now working with service items on the order | |
System | Fixed | Non Admin users can now modify their grids | |
Recurring Invoice | Fixed | Order Item Display not refreshing | |
Rolodex | Fixed | Search not displaying |
. | |||
Date: | 12.11.2013 | Version SME: 7.2.18.192 | |
Module | Action | Description | Revised SME Functionality |
Auto Email | Fixed | Now not checking for changes unless the Order Status has been changed | |
Custom Tabs | Modified | Do not allow changes while other users are in SME. Causes issues with existing data and record locks |
. | |||
Date: | 11.17.2013 | Version SME: 7.2.18.191 | |
Module | Action | Description | Revised SME Functionality |
Projects | Fixed | Saving a new Project | |
Orders | Fixed | Selected Item Print now working for forms with correct item detail |
. | |||
Date: | 11.07.2013 | Version SME: 7.2.18.189 | NOT RELEASED |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Export of Billable customers now working |
. | |||
Date: | 10.08.2013 | Version SME: 7.2.18.188 | |
Module | Action | Description | Revised SME Functionality |
Inventory | Fixed | Adding Vendor Item was causing a dot net error |
. | |||
Date: | 09.27.2013 | Version SME:7.2.18.187 | |
Module | Action | Description | Revised SME Functionality |
Proposals | Fixed | Converting fixed proposals ( no longer prompt for selecting item if no items to select) | |
Orders | Fixed | Converting fixed orders( no longer prompt for selecting item if no items to select) | |
Utilities | Fixed | Importing data to custom tables | |
Proposals | Fixed | Query on Proposal to show for fixed types | |
Proposals | Fixed | Proposal History is now displaying correctly | |
System | Fixed | Calculation for fixed rate subtotals | |
System | Fixed | Calculation of invoiced/converted states when on fixed rate record |
. | |||
Date: | 09.18.2013 | Version SME: 7.2.18.186 | |
Module | Action | Description | Revised SME Functionality |
Not Released | Not Released |
. | |||
Date: | 09.17.2013 | Version SME:7.2.18.185 | |
Module | Action | Description | Revised SME Functionality |
System | Database | Moved errors to eLog table in the database | |
Recurring Invoices | Fixed | Error when generating recurring invoices |
. | |||
Date: | 09.14.2013 | Version SME: 7.2.18.184 | |
Module | Action | Description | Revised SME Functionality |
Payments | Fixed | Credit Memo note was not available from the Notes button - now is a choice by doing CTRL = O | |
Purchase Orders | Fixed | Class placed on items in orders was not transferring to purchase orders | |
SQLink | Fixed | Multiple items with different classes were not transferring the class for all items | |
Orders | Modified | Moved Auto Close logic to assemblies for speed and consistency | |
RMA | Fixed | Credit Invoice was not getting created on Receipt of RMA item |
. | |||
Date: | 08.30.2013 | Version SME: 7.2.18.182 | |
Module | Action | Description | Revised SME Functionality |
PriceBooks | Fixed | Pricebook clearing the package price | |
System | Fixed | Licensing date issue with Canadian companies |
. | |||
Date: | 08.29.2013 | Version SME: 7.2.18.181 | |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Setting Force JIT clearing item details | |
System | Modified | Locked Tech Codes to Admin and enter password to run | |
Purchase Order | Fixed | When changing the Vendor, from that stored in inventory, on an item while in orders, would create a blank PO for the vendor from inventory | |
Maintenance Contracts | Modified | Manually create/update recurring invoices from maintenance (contracts) |
. | |||
Date: | 08.16.2013 | Version SME:7.2.18.180 | |
Module | Action | Description | Revised SME Functionality |
Recurring Invoices | Added | Tech Code: Generate Recurring invoices for imported maintenance contracts: 81913 | |
PO | Fixed | Items entered on PO's from orders, and later modified, would not allow the item to be received. The Received Date would be set, but the Received Flag would not. Work-around was to delete the item and re-add to the PO, then receive | |
Orders | Fixed | Issues with JIT and items on orders - now can modify without item details duplicating or disappearing | |
Utilities Custom Tab | Added | Added Module Name to Search | |
System | Modified | User must have password to run a tech code |
. | |||
Date: | 07.25.2013 | Version SME: 7.2.18.179 | |
Module | Action | Description | Revised SME Functionality |
Custom Tables | Added | Custom tables for Recurring invoices |
. | |||
Date: | 07.17.2013 | Version SME: 7.2.18.178 | |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Ability to edit Closed/Invoiced/Partially Invoiced orders based on order status and user group settings. | |
Invoice | Modified | Use item counts for export if invoice total is zero |
. | |||
Date: | 07.16.2013 | Version SME: 7.2.17.177 - 7.2.18.61 | |
Module | Action | Description | Revised SME Functionality |
Help System Info | Added | Now displays the SQL instance name and port used | |
Users | Modified | Exposed the Employee Export flag so companies syncing can uncheck it if they do not sync employees to QB | |
SQLink | Modified | Employee email from QB now mapped to the Personal Email field in SME | |
SQLink | Modified | Label for Use ticket number for QB P.O Number' to 'Use invoice/proposal number for QB P.O. Number' on invoice | |
SQLink | Modified | Default material item list no longer automatically set to non-inventory items if SQLink is not set to use GL transactions for inventory | |
Orders | Modified | Only prefix PO number field with 'SME - ' if field contents less than 20 characters |
. | |||
Date: | 07.15.2013 | Version SME: 7.2.17.176 | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Notes shortcut mapping | |
System | Modified | Email password now encrypted |
. | |||
Date: | 07.12.2013 | Version SME: 7.2.17.175 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Added a prefix letter in front of the system generated reference number P=Proposal, S-Service, I-Install | |
Recurring Orders & Invoices | Modified | Added the ability to change customer and to refresh from customer or billing to the actions menu |
. | |||
Date: | 07.12.2013 | Version SME: 7.2.17.174 | |
Module | Action | Description | Revised SME Functionality |
Help System Info | Added | Now displays the SQL instance name and port used | |
Orders | Modified | Voided orders now show 'VOIDED' in the middle of the screen | |
Purchase Orders | Fixed | Adding your own PO number causing error | |
Purchase Orders | Fixed | Added Customer back to the PO Items tab | |
SQLink | Fixed | PO Service item export was duplicating in QB | |
Recurring Orders | Fixed | Recurring Orders now generate with zero quantity | |
SQLink | Fixed | Other Charge items now correctly exporting from QB to SME | |
Orders | Fixed | Color now updating when item is added | |
Customer Prepaid Hours Grid | Fixed | Now stays on correct record when clicking Edit |
. | |||
Date: | 07.08.2013 | Version SME: 7.2.17.173 | |
Module | Action | Description | Revised SME Functionality |
Inventory | Modified | PO calculation in Inventory for items entered on PO from Orders not updating in inventory | |
Package | Fixed | Dot Net error when changing cost on a package | |
Customer | Fixed | Error when updating Fullname on non billable companies | |
Packages | Fixed | Non broken out package header not filling in for Actions> Create PO for Selected items |
. | |||
Date: | 07.03.2013 | Version SME: 7.2.17.172 | |
Module | Action | Description | Revised SME Functionality |
Customer Documents | Fixed | Out of memory error when converting customer documents to use the File Stream method for storage of customer documents |
. | |||
Date: | 06.29.2013 | Version SME: 7.2.17.171 | |
Module | Action | Description | Revised SME Functionality |
Customer Equipment | Fixed | Items entered on orders and flagged as JIT were duplicating in customer equipment |
. | |||
Date: | 06.10.2013 | Version SME: 7.2.17.170 | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Dispatch staying on top of SME after selecting an order to jump to while in Dispatch |
. | |||
Date: | 06.07.2013 | Version SME: 7.2.17.169 | |
Module | Action | Description | Revised SME Functionality |
Purchase Order | Fixed | Right click menu on Po Item Details tab now jumps correctly.. | |
Activities | Modified | Reminder is now set by default | |
Packages | Fixed | Selecting just the package header would cause dot net error when creating a PO for the package Items |
. | |||
Date: | 06.05.2013 | Version SME: 7.2.17.168 | |
Module | Action | Description | Revised SME Functionality |
Vendor Item | Fixed | Add another keeps default info | |
Inventory Transfer | Fixed | Can now moved reserved to a new warehouse | |
Vendor Item | Fixed | Changing Vendor name now updates all related info |
. | |||
Date: | 05.28.2013 | Version SME: 7.2.17.167 | |
Module | Action | Description | Revised SME Functionality |
Routines | Modified | signature field to accommodate Tech Portal field |
. | |||
Date: | 05.27.2013 | Version SME: 7.2.17.166/ - Not Released | |
Module | Action | Description | Revised SME Functionality |
Return | Added | Added right click menu option to allow an item that was removed from inventory and sent to a vendor to be re-added to Inventory if the Vendor sends it back. | http://high5software.com/mediawiki/index.php?title=Returns#Bring_material_back_into_inventory_from_Vendor |
Prepaid | Fixed | Recurring Invoice not fills form correctly |
. | |||
Date: | 05.24.2013 | Version SME: 7.2.17.165/SQLink 7.2.17.60 - Not Released | |
Module | Action | Description | Revised SME Functionality |
Setup | Modified | Purchase Order option to not set as Closed when all items are received | Setup > Company > Inventory > Don't Autoclose POs |
Reports | Added | Ability to save reports query to a file | |
Auto Email | Modified | Incoming email field length expanded to accommodate emails for multiple recipients | |
Dispatch | Fixed | Preview window now updating on order highlighted in Day Planner | |
Purchase Order | Fixed | Setting QB Export flag when receiving 'only' service items | |
User Group | Fixed | Email host field too short for some Exchange addresses | |
Purchase Order | Added | Option in Setup> Inventory Defaults> Do Not Auto Close PO's on final receipt | |
Dispatch | Fixed | Tech To Do Open now filtering out Closed properly | |
System | Modified | Removed Order/Invoice 'Delete' can be added back on a per user group basis | |
SQLink | Modified | Revised management of GL entries between SME and QB for Itemized Invoices |
. | |||
Date: | 05.03.2013 | Version SME: 7.2.17.164/ - Not Released | |
Module | Action | Description | Revised SME Functionality |
Purchase Order | Fixed | Received flag not setting on service items |
. | |||
Date: | 04.26.2013 | Version SME: 7.2.17.163/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
Purchase Orders | Added | Batch PO utility. Added to Tools menu | |
Purchase Orders | Added | Setup> Inventory option to limit items on an order to items listed for the vendor | |
Purchase Orders | Added | When Vendor Item option is set limit items to those in the vendor items table | Setup > Company > Inventory > Limit Item Vendors |
Purchase Orders | Fixed | Actual Quantity calculation not accounting for over received items | |
Orders | Removed | Removed Quick Add feature unless special code is set | |
Users | Modified | Expanded the Host field to 255 characters for those using Exchange | |
Orders | Modified | Order Items tab, button names changed from "Add New Material" to "Material" etc. Removing the words "Add New" for the Service, Material, Labor, BOM, Package, Text buttons. |
. | |||
Date: | 04.22.2013 | Version SME: 7.2.17.161/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Quick Add logic modified to focused list |
. | |||
Date: | 04.19.2013 | Version SME: 7.2.17.160/SQLink 7.2.16.59 - Selected Released | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Modified queries to clear the system memory runtime space allocated by the SQL server instance to attempt to eliminate the Dot Net runtime out of memory issues | |
SQLink | Fixed | Non Tax item was importing but not filling in the Non Tax field in settings |
. | |||
Date: | 04.18.2013 | Version SME: 7.2.16.159/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
Reports | Added | Recurring Order Repair table to reports selection | |
Routines | Modified | Quick Add tuning on orders |
. | |||
Date: | 04.15.2013 | Version SME: 7.2.16.158/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
Orders | Added | Quick Add' - Ability to add items to an order without opening the item editor from icon bar across middle of Order Items window | |
System | Fixed | Fields for taxing items when not using SQLink sync were dropped. | |
Orders | Modified | Quick Add' - limit list to 6 types and 6 order types |
. | |||
Date: | 04.13.2013 | Version SME: 7.2.16.157/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Added unique indexes to the UID field to further isolate lock time out errors | |
Orders | Modified | Cost field logic to not calculate on entry |
. | |||
Date: | 04.12.2013 | Version SME: 7.2.16.156/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Turn on snapshot isolation to improve performance | |
Routines | Modified | Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error |
. | |||
Date: | 04.10.2013 | Version SME: 7.2.16.155/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Added optional logic to change cost | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png |
Orders | Fixed | Links to package header when selecting the add as line items | |
System | Modified | Turn on snapshot isolation to improve performance | |
Routines | Modified | Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error |
. | |||
Date: | 04.08.2013 | Version SME: 7.2.16.154/ - Selected Released | |
Module | Action | Description | Revised SME Functionality |
Recurring Invoice | Fixed | Recurring Invoice total tab now includes prepaid labor total | |
Projects | Fixed | Drop downs for Work Group and Zone not working | |
Users | Modified | Added Edit Login to settings table | |
Recurring Invoices/ Orders | Fixed | Added prepaid amounts to Service Item totals on the totals tab | |
Orders | Added | Proposal to Recurring Order Conversion |
. | |||
Date: | 04.05.2013 | Version SME: 7.2.16.153/ - Not Released | |
Module | Action | Description | Revised SME Functionality |
Proposal | Fixed | Converting to recurring order caused a dot net error | |
Purchase Order | Modified | Added PO Item location drop down to the PO item editor | |
Package | Modified | Added Line number to packages | |
Purchase Order | Modified | Added location to master records for moving the items to the location if it changes on the PO header record | |
Purchase Order | Modified | Actual Quantity is now a calculated field | |
Purchase Order | Fixed | Error if PO receiving routine encountered an item deleted from an order but still remaining on a PO |
. | |||
Date: | 04.04.2013 | Version SME: 7.2.16.152/ - Not Released | |
Module | Action | Description | Revised SME Functionality |
Utilities | Fixed | Import copy to existing record | |
Purchase Order | Modified | If ship to changes to a location prompt to update unreceived PO items with new location | http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Changing_the_Ship_To_location_on_a_PO |
. | |||
Date: | 04.03.2013 | Version SME:7.2.16.151/ - Not Released | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Stored Documents now open to default set in the Setup> Company> System stored documents path | |
Utilities | Fixed | Importing now only updates fields mapped through the import file | |
System | Modified | Added Microsoft recommended database optimization | |
System | Modified | Modified settings to turn on database Auto Create Statistics and Auto Update Statistics to improve query performance | |
Auto Email | Fixed | Issue with carriage returns in the outgoing email list on the order status | |
Purchase Order | Modified | Minimum level check stopped functioning due to query optimization | |
Customer Docs | Modified | Use the System setting if the module setting is blank | |
Utilities | Fixed | Error when editing Price Books and adding a service item | |
Preferences Icon | Fixed | Spelling error in the Start-up task | |
Purchase Order | Modified | Allow clearing the Back Order Quantity from a PO Item |
. | |||
Date: | 04.02.2013 | Version SME: 7.2.16.149/ - Not Released | |
Module | Action | Description | Revised SME Functionality |
Utilities | Fixed | Adding service item to a price book caused it to error out |
. | |||
Date: | 03.26.2013 | Version SME: 7.2.16.146/ - Not Released | |
Module | Action | Description | Revised SME Functionality |
Customer Equipment | Fixed | Hierarchy not properly working |
. | |||
Date: | 03.25.2013 | Version SME: 7.2.16.145/SQLink 7.2.16.58 - Not Released | |
Module | Action | Description | Revised SME Functionality |
User Groups | Added | SME Settings Table | |
User Groups | Added | Move Tech Portal settings to user level | |
Purchase Order | Added | Receive by location logic | |
User | Added | layout for settings table | |
Order Items | Modified | If status = jit, and new status = delivered and there are no outstanding PO's and no outstanding RMA, and it's fully invoiced, and the reserve was successful THEN set to invoiced status | |
Order Items | Modified | If cost override is set use the order cost instead of the inventory item cost | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png |
Vendor | Added | Ship Charged to functionality to table | |
Purchase Order | Added | Purchase Order Status records in lists mirroring the Order status functionality | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders |
Invoice | Fixed | Invoice attempting to export due to COGs when Use 'GL' was not set in SQLink | |
Invoice | Fixed | Issue after query optimization when rolling back an invoice | |
Auto Email | Added | Logic for Purchase Order status emails | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders |
Purchase Order | Added | Logic for Location Purchase Order generation | |
Inventory | Added | Logic for a Snapshot range by date |
. | |||
Date: | 03.13.2013 | Version SME: 7.2.15.144 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Added | Recurring hours entry screens | |
Recurring Invoice | Added | Create order service records for recurring hours charges (prepaid hours) | |
Customer | Added | Recurring Hours expired flag | |
Invoice/Orders | Added | If billable company changes, remove and reapply prepaid with new company information | |
Dispatch | Added | If the labor changes on dispatch modify related records | |
Customer History | Modified | History grids to reflect the changes for recurring hours | |
Orders | Modified | Prepaid applied is now auto based on service items only | |
System | Added | Prepaid hours are ONLY applied to combined orders and Non-combined /non credit invoices | |
Orders | Added | Prepaid cannot be deleted if it's been used | |
Orders | Added | Prepaid hours are added based first on the customer and then on the parent/billing customer | |
Orders | Added | changing the service item 'after' initial selection does 'NOT' change the prepaid hours | |
System | Added | Conversion logic for existing prepaid hours to load them into the new structure for new Prepaid/Recurring hours | |
Recurring Order | Fixed | Error on selecting service code | |
Projects | Fixed | Selectors on Work Group & Zone not working |
. | |||
Date: | 03.08.2013 | Version SME: 7.2.15.143/SQLink 7.2.15.57 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Do not send empty GL entries if cost is missing from invoiced item | |
System | Fixed | Data rebuild when there is a space in the database name | |
Order Task | Modified | Input screen for labor hours | |
Utilities | Fixed | Inventory import clearing retail1 when retail1 was not part of the import | |
Purchase Order | Modified | Can now clear out the quantity on back order by opening receiving, go to back order tab, setting the Back Order to zero and setting the quantity ordered on the Receive PO Item to zero |
. | |||
Date: | 03.07.2013 | Version SME: 7.2.15.142/SQLink 7.2.15.56 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Added | Tech Code to clear GL entries to allow for cleanup of previous GL transactions | |
Routines | Added | One GL entry per item record. If costs change only that record will be exported. Not entire Invoice. | |
Packages | Fixed | Parameter when adding multiple packages after GL updates | |
Packages | Added | If costs change flag Package for export | |
Purchase Order | Fixed | Item costs when adding packages to PO | |
Auto Email | Fixed | Crashing when status changed on an order | |
Purchase Order | Fixed | Actual Qty now calculated from the correct values |
. | |||
Date: | 03.06.2013 | Version SME: 7.2.15.141/SQLink 7.2.15.55 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Added | Flags to export GL entries correctly | |
Routines | Added | When Cost changes on customer equipment or ordered equipment set GL flag to re-export the GL entries based on the fiscal year | |
SQLink | Modified | Updates for GL entries | |
Users | Added | Added field for Tech Portal hours | |
User Groups | Added | Tech Portal Hours fields |
. | |||
Date: | 03.05.2013 | Version SME: 7.2.14.140 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
Routines | Modified | GL transactions to mirror QB GL transactions by date | |
Routines | Added | If Cost changes on an item set the 'cogs' update flag and re-export the item | |
Routines | Inventory | Modified the inventory snapshot for active & inactive items | |
Routines | Modified | Moved the GL flags to supporting tables to better match GL entries made in QB | |
System | Modified | QBCogs flag. If set, cogs is based on date of invoice, vs invoiced date of item | GL Entries for SME Inventory |
. | |||
Date: | 03.04.2013 | Version SME: 7.2.13.139 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Queries to enhance speed in SME | |
System | Fixed | Invoice number in excess of 11 places causing an error |
. | |||
Date: | 03.01.2013 | Version SME: 7.2.13.138 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Queries to enhance speed in SME | |
Order | Fixed | Order Item tab status colors stopped working |
. | |||
Date: | 02.25.2013 | Version SME: 7.2.13.137 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Queries to enhance speed in SME |
. | |||
Date: | 02.18.2013 | Version SME: 7.2.13.136 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
Invoicing | Added | Recurring hours to recurring invoicing | |
Inventory | Fixed | Snapshot generation and non inventory items | |
SQLink | Fixed | Partial and Non Inventory counts not included in cogs calculations | |
Orders | Fixed | When updating costs on equipment records also update the cost on related partial invoice copies | |
Orders | Fixed | Item editors not updating cost/price | |
SQLink | Fixed | Exporting package logic | |
PriceBooks | Modified | Added MFG part Number to Price Books |
. | |||
Date: | 02.14.2013 | Version SME: 7.2.13.135 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
Routines | Modified | Inventory Allocation material handling |
. | |||
Date: | 02.12.2013 | Version SME: 7.2.12.134 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Routine queries | |
Auto Email | Modified | Added incoming leads to sales table |
. | |||
Date: | 02.08.2013 | Version SME: 7.2.13.134 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Routine queries | Not Released |
. | |||
Date: | 01.26.2013 | Version SME: 7.2.12.133 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Calculate cost as average cost, total as sum total. When saving, only calculate retail price based on price book if item is un-invoiced, or invoice is not closed after doing allocation, or other material manipulation, reset cost on order materials, on receive, update the cost on linked customer equipment record | |
PO | Modified | When receiving a PO and the linked item is a package, update order materials from the cost on the PO |
. | |||
Date: | 01.10.2013 | Version SME: 7.2.12.132/SQLink 7.2.12.51 - Not Released |
. | |||
Date: | 01.10.2013 | Version SME: 7.2.12.131/SQLink 7.2.12.51 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Data restricting issues with some versions of SQL Server | |
SQLink | Modified | When importing anything break it into chucks of 500 items | |
SQLink | Modified | Importing Prepaid items was duplicating the lines in QB | |
System | Modified | Duplicate Account number warning - now warns if checked in Setup | |
Customer | Fixed | Excise tax was a dollar amount not a rate |
. | |||
Date: | 01.07.2013 | Version SME: 7.2.12.130 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
Routines | Fixed | Error when posting material changes to the tables | |
Customer Equipment | Fixed | Cell formats displaying incorrectly for the data type | |
Invoicing | Fixed | Now sets export flag after adding finance charges |
. | |||
Date: | 01.05.2013 | Version SME: 7.2.12.129 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Added | Tech Codes to set up GL SQLink Account Inventory Export - clears be flags/values on inventory, set flags on SQLink setup to not import/export inventory, sets default SQLink Import/Export item to SMP_Item. | |
Packages | Fixed | When using gl entries for inventory transactions, if the package is set as a 'charge as package' package item, export cost from the package header, not the line items. | |
Setup | Modified | Added Billing Contact Email to the Order Status email addresses to send to. If checked the Billing Contact on the order will get order status updates for the order status changes. | |
Auto Email | Fixed | Do not send calendar changes to subs if the 'Do Not Publish' flag is not set and the labor record changes | |
System | Fixed | SME was allowing 12/31/1899 as default whenever a date was back spaced out of a date field. SME will now place the current date in any blank date field when saving. | |
Customer | Fixed | Reviewing Used Prepaid Services | |
Invoice | Fixed | Removing items from invoices will now reset the QB Export flag | |
Order Status | Added | Show On Dispatch setting added to Order Statuses | Orders with this option not checked will not show on the Unscheduled, Service, Install, or invoice tabs at the bottom of dispatch. |
. | |||
Date: | 01.04.2013 | Version SME: 7.2.12.128/SQLink 7.2.12.50 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Import SMP_Item even if import inventory is turned off | |
Leads | Fixed | Quick View to Proposal was not working | |
Help | Modified | Help> System Info> Logged in Users was showing master table connections as well as the data table connections |
. | |||
Date: | 01.04.2013 | Version SME: 7.2.12.127 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
Inventory | Fixed | Changing status on stock was causing error |
. | |||
Date: | 12.21.2012 | Version SME: 7.2.12.126 - Selected Release | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Proposal issue when converting. Incorrect decimal length on some fields. | |
Orders | Fixed | Converting large orders timing out due to attempting to handle the re-sequence of the items based on user order. |
. | |||
Date: | 12.06.2012 | Version SME: 7.2.12.125/SQLink 7.2.12.49 | |
Module | Action | Description | Revised SME Functionality |
SQLink | Modified | Set up inventory processing to break data into manageable chunks. | |
SQLink | Fixed | Exporting PO's when a PO with an error stops all other PO's from exporting | |
Reporting | Fixed | When run from a module do not clear out the record UID | |
System | Fixed | Corrected decimal placement on all tables. Logic still calling 4 places after the tables were set to 5 places | |
Orders | Modified | Large orders were hanging and not converting or were very slow to convert due to sequence number logic | |
SQLink | Modified | Bill account when exporting a PO with multiple PO's |
. | |||
Date: | 11.16.2012 | Version SME: 7.2.12.124 | |
Module | Action | Description | Revised SME Functionality |
PO | Fixed | Inventory record not always recalculating when PO was generated from orders | |
Orders | Fixed | Closed date not getting set when voiding an order | |
Sales Notes | Fixed | Ctrl/Alt/E now has the New Entry and Edit buttons showing | |
Activities | Fixed | Assigned To was not showing in the Activities Grid | |
Activities | Fixed | To Do editor not allowing multiple entries and To Do actions not displaying in the To Do Grid | |
Audit | Fixed | Audit - view all now show issues |
. | |||
Date: | 11.09.2012 | Version SME: 7.2.12.123/SQLink 7.2.12.47 | |
Module | Action | Description | Revised SME Functionality |
Issues | Modified | Limit the incoming title to 70 characters | |
Invoice | Fixed | Export Subcontractor bill to QuickBooks not getting set on invoice creation | |
Reports | Fixed | New reports generating Start and End date in reversed order | |
SQLink | Fixed | Default SMP_Item was not getting set as a non-inventory item | |
Orders | Fixed | Manufacture part number now transfers to inventory for items added on the fly | |
Journal Notes | Fixed | Journal grid clearing out journal records when canceling a new entry | |
Batch Email | Modified | Added the company name to the beginning of the subject line for batch printed invoices |
. | |||
Date: | 11.06.2012 | Version SME: 7.2.12.122/SQLink 7.2.12.46 | |
Module | Action | Description | Revised SME Functionality |
Recurring Orders | Fixed | Recurring Order from template not showing all customers to pick | |
Journal Notes | Fixed | Journal Notes date info off screen to the left - put in a line wrap | |
Leads | Fixed | Converting lead to customer would lose parent/child structure |
. | |||
Date: | 10.26.2012 | Version SME: 7.2.12.120 | |
Module | Action | Description | Revised SME Functionality |
Customer | Modified | Clicking 'Set From Site' does not clear the parent billing link | |
Orders | Modified | Closed Date no longer changing when adding the order to a Combined Invoice | |
System | Fixed | Currency symbol not displaying in the local/regional format selected for Discount fields. | |
Alerts | Fixed | Alerts not firing if the SLA category in Setup was set to zero | |
Audit Notes | Fixed | Date not setting on audit records for sorting | |
RMA | Fixed | Credit invoice now references the invoice number in memo line |
. | |||
Date: | 10.20.2012 | Version SME: 7.2.12.119 | |
Module | Action | Description | Revised SME Functionality |
System | Licensing | System now checks the lock folder for licenses not in use and deletes the unused licenses | |
Setup | Inventory | New check boxes for 'Force JIT' and 'Don't update cost when receiving from PO' can now be set | |
Journal Notes | System | Added custom types to the User notes filter | |
Customer Equipment | Service History Service Requested/Performed no longer display formatting | ||
Customer Equipment | Service History All related orders now show under the history tab for that item | Customer Equipment |
. | |||
Date: | 10.12.2012 | Version SME: 7.2.12.118 | |
Module | Action | Description | Revised SME Functionality |
Customer Equipment | Fixed | Customer Equipment: Service History tab showing now showing order history | |
Customer Equipment | Fixed | Repair History tab: Repair Requested/Performed was showing all hidden formatting tags | |
System | Fixed | User Groups: Activities Button hiding not functioning correctly | |
Issues | Fixed | Issues> Actions> Copy to Knowledge Base giving ‘custdocs not found’ error | |
Purchase Orders | Fixed | Add item from Vendor now correctly added to inventory | |
Purchase Orders | Fixed | SQLink: PO field length now checked | |
Utilities | Modified | For inventory import if the destination table has related UID as a field, then find/create an inventory detail with matching item/location | |
Dispatch | Modified | Change button label from Jump to Service to Jump to Order and Reschedule Service to Reschedule Labor at the top of dispatch. | Dispatch Guide |
. | |||
Date: | 10.05.2012 | Version SME: 7.2.12.117/SQLink 7.2.12.44 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Handling for clearing locking files when leaving SME on a terminal server or when network interruptions break the connection to SME | |
Recurring Orders | Fixed | Generated Orders displaying orders from unrelated orders | |
Recurring Orders | Fixed | Custom entries transferring from Recurring Orders to Service/Install | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders |
System | Fixed | Processes calling a SQL temp table were getting dropped due to generation as a private table instead of a public table | |
Invoice | Fixed | When Voiding an invoice lift the 'QB Export' flag | |
SQLink | Modified | Added option to 'not' sync inventory between SME & QB | |
RMA | Fixed | Link from material to item on credit invoice | |
RMA | Modified | Set flag for credit invoice |
. | |||
Date: | 09.27.2012 | Version SME: 7.2.12.116 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Set the max decimals to 6 | Decimal Spaces |
Reports | Modified | Added reporting functionality | |
Orders | Modified | Order of processing records from allocation to do new records first. Logic now checks to see that the total quantity on customer equipment records < quantity on order materials records before doing the split for non-serialized items | |
PO | Fixed | Not recalculating logic on inventory details |
. | |||
Date: | 09.26.2012 | Version SME: 7.2.12.115 | |
Module | Action | Description | Revised SME Functionality |
Payments | Added | Check Payments for stored CVV fields. If found prompt user to clear the codes | |
Payments | Modified | Removed the CVV field from the screen | Payments |
Dispatch | Added | Publish button to the Today's labor tab for outgoing email | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Meeting_Requests_for_Labor_Scheduled |
Recurring | Modified | Call next number form correct module |
. | |||
Date: | 09.25.2012 | Version SME: 7.2.12.114/SQLink 7.2.11.43 | |
Module | Action | Description | Revised SME Functionality |
Invoice | Fixed | Items with SLA charges had export issues | |
Recurring Orders | Added | Item Repair tab to recurring orders | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab |
Users | Added | Item Repair tab to user groups | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab |
. | |||
Date: | 09.24.2012 | Version SME: 7.2.12.113 - Not released | |
Module | Action | Description | Revised SME Functionality |
System | Added | Payments processing module | http://high5software.com/mediawiki/index.php?title=Company#Payments_Gateway |
Notes | Modified | Note buttons and actions. Combo box now filters note types when viewing 'All'. When viewing user notes, auto size the note field. When viewing system notes, only show first 6 lines, with a scroll bar. | |
Recurring Orders | Added | Custom Tables to Recurring Orders | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders |
Recurring Orders | Added | As Install to the Details & Settings screen. If checked, recurring order generates Install Order. | http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Create_a_Recurring_Order |
Orders | Modified | Labor Editor - if wage is not defined, initialize labor cost from service item on new records | http://high5software.com/mediawiki/index.php?title=Labor_Editor_Defaults#Labor_Unit_Cost_Defaults |
Orders | Added | Implemented no cost update flag and force jit flag for inventory defaults | http://high5software.com/mediawiki/index.php?title=Company#Inventory |
. | |||
Date: | 09.19.2012 | Version SME: 7.2.11.112/SQLink 7.2.11.42 | |
Module | Action | Description | Revised SME Functionality |
Purchase Orders | Fixed | Error when creating PO from Actions and setting the vendor | |
Recurring Invoicing | Fixed | Error when generating recurring invoices | |
Reports | Fixed | Parameter screen not showing when testing reports | |
Purchase Orders | Fixed | CTRL-ALT-O was not opening search for vendor to create a new PO | |
System | Fixed | Orders> Material> Flat view now hides all cost and price fields | |
View | Fixed | F3 - active inventory was including inactive items | |
Purchase Orders | Fixed | Error on receive all when SME was set to Export Bills | |
Orders | Fixed | Order Items tab color is now working correctly for items on Purchase Order | |
Orders | Fixed | Fixed Rates tab incorrectly showing tax after selecting non tax labor |
. | |||
Date: | 09.18.2012 | Version SME: 7.2.9.111/SQLink 7.2.11.41 | |
Module | Action | Description | Revised SME Functionality |
Reports | Modified | Skip blank lines in parameters | |
SQLink | Modified | Service items were showing up in the inventory combo selector |
. | |||
Date: | 09.12.2012 | Version SME: 7.2.11.110/ SQLink 7.2.11.40 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Tax Exempt logic to correctly handle tax exempt customers | http://high5software.com/mediawiki/index.php?title=Customers#Rates_Tab |
Orders | Fixed | Add Another on the labor editor was clearing default fields for cost, etc | |
SQLink | Modified | Added tax exempt logic - can now pick your tax/non tax items | |
SQLink | Modified | System setting to generate GL entries in QB when exporting PO/Bills for Inventory items kept in SME only | http://high5software.com/mediawiki/index.php?title=Maintaining_Inventory_in_SME_-_Use_General_Ledger_Entries_for_Default_Material |
SQLink | Modified | Combined invoices with multiple orders will have the tax broken out based on the order tax setting |
. | |||
Date: | 09.10.2012 | Version SME: 7.2.9.109 | |
Module | Action | Description | Revised SME Functionality |
Reports | Modified | Added parameter lists to reporting for lists in SME |
. | |||
Date: | 08.31.2012 | Version SME: 7.2.9.107 | |
Module | Action | Description | Revised SME Functionality |
User Groups | Fixed | Work Group not updating in the Search Views when changed | |
Journal Notes | Modified | More Journal Note modifications to the Note viewer |
. | |||
Date: | 09.04.2012 | Version SME: 7.2.9.108 (not released) | |
Module | Action | Description | Revised SME Functionality |
Reports | Fixed | Parameter values for True/False report parameter dropdowns | |
SQLink | Fixed | Exporting combined invoices with multiple orders order is now maintained | |
Customer | Modified | wording on the flag that writes a past due message in the message box on the customer Details & Settings tab | |
System | Terms | Terms will now pull from the company settings or prompt if missing from the customer terms | |
Purchase Order | Fixed | PO Export flag now setting if creating a PO from orders using the Actions Menu item 'Create PO for selected items' | |
Purchase Order | Fixed | PO is not set to Export to QB on receipt since the PO was exported when created | |
Customer Lists | Modified | Added Docs to the Item editor for Customer Equipment | http://high5software.com/mediawiki/index.php?title=File:CustomerEquipment_StoredDocumentsTab.png |
System Order | Added | Flag to update the Order Assigned to based on the last edited Tech on the order | http://high5software.com/mediawiki/index.php?title=Company#Order_Options |
Inventory | Modified | Can no longer transfer items in to the warehouse they are currently in… |
. | |||
Date: | 08.24.2012 | Version SME: 7.2.9.106 | |
Module | Action | Description | Revised SME Functionality |
System Notes | Modified | Modified note view to display all info for the notes | |
System Notes | Fixed | Cost/Retail still showing in sub grids on orders | |
Inventory | Fixed | Zero quantity reserved items should no longer show up in reserved status query |
. | |||
Date: | 08.23.2012 | Version SME: 7.2.9.105 | |
Module | Action | Description | Revised SME Functionality |
Proposal | Fixed | Missing message when proposal fails to convert | |
Orders | Fixed | Cost/totals still showing with no financial access in some grids and sub grids | |
Orders | Modified | Added summary lines to the Labor and Material Grids in various modules | |
PO | Fixed | Vendor PO cost coming from wrong field | |
Docs tab | Fixed | Error when adding new custdocs when file stream is enabled | |
Orders | Fixed | PO cost from vendor item was not properly tracking through the system | |
Routines | Fixed | Field description lengths on temp tables used in order conversion to invoices |
. | |||
Date: | 08.21.2012 | Version SME: 7.2.9.104 | |
Module | Action | Description | Revised SME Functionality |
Reports | Fixed | Default values now correctly display for 'True', 'False', 'All' | |
Setup | Modified | Changed label on user commissions | |
PO Item | Fixed | Display for item description with multiple lines adding carriage return symbol | |
Backup | Fixed | Query was timing out when doing backup on larger datasets and not backing up the database | |
Invoices | Modified | Expanded item description to 255 | |
PO | Modified | Expanded item description to 255 | |
Customer History | Fixed | Customer Equipment tab not showing in Customer History | |
System | Modified | On new records set first tab stop to order summary and not the customer name field | |
System | Modified | Removed use of main.ini for form size/position which would stop SME from minimizing | |
PO Items | Fixed | Cost field not available when editing broken out PO Items for packages | |
Projects | Fixed | Error when selecting an order in the project planner grid | |
Incoming Auto Email | Added | If contact on email not linked to the customer, copy contact info from customer | |
RMA | Fixed | Credit invoice item was applying the credit dollar amount into the quantity field. | |
Orders | Fixed | Unreported error when converting an itemized order with a subtotal record to an invoice. |
. | |||
Date: | 08.15.2012 | Version SME: 7.2.9.103 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Routines dealing with creation of orders to avoid duplicate order numbers when using automated programs to create orders |
. | |||
Date: | 08.02.2012 | Version SME: 7.2.8.102 SQLink:7.2.9.37 | Library: 7.2.9.90 |
Module | Action | Description | Revised SME Functionality |
Journal Notes | Fixed | Opening note viewer on Journal Notes tab was creating two entries. | |
Email Issues | Fixed | Reconfigured actions triggering email events |
. | |||
Date: | 07.30.2012 | Version SME: 7.2.8.101 - SQLink 7.2.9.37 | Lib: 7.2.9.89 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Deleting tax codes | |
Setup | Added | Option for Auto Notify on Issues | New feature added for Automated Email for SME http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Issues |
Reports | Added | Graphical charts to reporting | |
Setup | Added | Tax flags from defaults for customers using SQLink | |
Added | Auto notify for issues | New feature added for Automated Email for SME http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Issues | |
PO | Fixed | Adding a service item to a PO from the PO module | |
Notes | Modified | Journal note formatting on display | |
Orders | Fixed | Hiding costs and still seeing costs in Order Items tab | |
System | Fixed | Calculating commission based on profit |
. | |||
Date: | 07.20.2012 | Version SME 7.2.8.100 - SQLink 7.2.8.36 | 7.2 |
Module | Action | Description | Revised SME Functionality |
SQLink | Modified | Modified the initial sync of invoices into 6 month segments since one year segments were causing out of memory errors on some systems. | |
SQLink | Modified | Tech Flag is no longer automatically set on all imported employees. Now has to be set in Setup> User | http://high5software.com/mediawiki/index.php?title=Dispatch_Guide#Adding_New_Technicians |
Customers | Modified | Propagate to related now includes Zones. | http://high5software.com/mediawiki/index.php?title=Customers#Updating_Site_and_Billing_Address |
Packages | Fixed | Refresh issue on service items when added to package, then modified, then package added to order. | |
System | Modified | User Group settings 'User Security Settings' modified write setting to remove access to write to the module from all other related modules. | |
Packages | Modified | Add items to packages tool tips not displaying the correct tip | |
Orders | Modified | Labor editor message for publishing email generation. | |
Customer Equipment | Modified | Added Order Number to the Customer Equipment module. Added sorting ability to all columns when clicking on the column header. | |
Journal Notes | Modified | Added grid tag to Journal Notes grids to avoid network issues interfering with the writing of ini file system settings. | |
Payments | Modified | Import payment search now keeps a list of processed QB payment ID's, and in the search function, will use that list to compare against payments already brought in to SME. If the record found by the QB invoice id search has a 'processed' QB payment id, then SME will continue searching for the correct match. | |
Payments | Modified | Maintain payment details. Payment details for individual payments were deleted and recreated when payment information changed. | |
Payments | Added | Payment import logic will now maintain a list of the invoices that the payments are applied to, and delete pay details that have invoices that are not in 'the list' of invoices. | |
Payments | Added | Pay details will only be updated when the applied to amount is different than that currently in SME. | |
Payments | Modified | Pay details will not have the date paid changed to the last import date. Will instead use the date paid from QB. | |
Vendor | Fixed | Not showing in list of available Vendors. Due to field state in the database. | |
System | Modified | Reference Number now follows from Proposal> Orders> Purchase Orders - as long as it is not changed. | |
Orders | Fixed | Error on occasion when adding a contact to the Requested By field. |
. | |||
Date: | 07.16.2012 | Version SME: 7.2.8.99 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Import | Fixed | Custom table field names were causing issues with the import validation utility |
. | |||
Date: | 07.16.2012 | Version SME: 7.2.8.98 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Modified | SLA - modified SLA date setup to account for various possible work hours settings |
. | |||
Date: | 07.12.2012 | Version SME: 7.2.8.98 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Reports | Modified | Date selection was not working due to international date formats |
. | |||
Date: | 07.11.2012 | Version SME: 7.2.8.97 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Contacts | Modified | Contact information was not getting updated when it was changed due to preexisting information from previous versions of SME | |
RMA | Fixed | Error when deleting an RMA when sitting on the Items tab |
. | |||
Date: | 07.10.2012 | Version SME: 7.2.8.96 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Recurring Invoices | Fixed | Error when editing existing items | |
Issues | Modified | Use Issue title to fill in Order Summary | |
Issues | Modified | Clear Assigned To when an order is converted to Closed from Tech Portal |
. | |||
Date: | 07.09.2012 | Version SME: 7.2.8.95 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Unprintable characters, hidden characters, were stripped out of incoming emails causing orders to not close and outgoing emails to not send | |
System | Modified | Equipment delete security check corrected | |
SQLink | Modified | Item order sort when exporting invoices to QB | |
Customer Equipment | Modified | Error when checking Parent/Child relationships |
. | |||
Date: | 06.29.2012 | Version SME: 7.2.8.94 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Can no longer select items from inventory allocation when the order has been invoiced | |
Orders | Modified | 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. | |
System | Modified | Generating late fees from Utilities | |
Orders | Modified | 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. |
. | |||
Date: | 06.27.2012 | Version SME: 7.2.8.93 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Custom Tables | Modified | Alert user to the existence of the reserved characters in field names. |
. | |||
Date: | 06.26.2012 | Version SME: 7.2.8.92 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Cloned orders now correctly set the Print Hide flag to 'false' as opposed to 'Null'. | |
System | Modified | When cloning orders do not publish the email settings until the conversion is complete |
. | |||
Date: | 06.25.2012 | Version SME: 7.2.8.91 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Exposed the Labor QBExport flag. New option allowing labor export to be set to happen when entered or to be set by the user when the order is processed. | http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29 |
Reports | Modified | Storage of temporary files changed for Vista/Win 7 compatibility | |
SQLink | Modified | Changing the contact on a customer now sets the QB export flag |
. | |||
Date: | 06.15.2012 | Version SME: 7.2.8.90 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Inactive not repopulating lists. Would create blanks when searching old records where the inactive was the item of record for that transaction. | |
System/Orders | Fixed | Default Priority is now functional | |
SQLink | Modified | Setting customer inactive now sets the QB export flag | |
Reporting | Fixed | Date parameters now working | |
Customer | Fixed | QuickBooks export flag was not getting automatically set when setting the customer inactive, duplicating a customer, changing contacts, or merging. | |
Utilities | Fixed | Generation of past due for the global utility | |
Batch Email | Fixed | Customer name now fills in on the subject line of the email | |
System | Fixed | Deactivating Common Services now works with the post button | |
Fixed | Outgoing order status emails now function correctly | ||
Purchase Order | Fixed | Received flag not getting set on receipt of an item | |
SQLink | Fixed | Default QuickBooks UID's were not clearing on re-merging data | |
Inventory | Fixed | Now cannot allocate inventory from another customers warehouse | |
Customer | Fixed | Update related now updating all Order records, Recurring Invoices & Recurring Orders | |
Invoices | Fixed | Setting an invoice as non billable will now leave payment field as zero instead of putting in the invoice total in the payment field | |
Invoices | Fixed | If the customer is exempt the local taxing authority tax info is now maintained with zero taxable amounts | |
Orders | Fixed | Select PO without a vendor now always pops message to select vendor | |
Customers | Clarification | Changing Zone on customers does not propagate to all related records - must be manually maintained | |
System | Modified | Storage of form ini file information since current method would occasionally result in form malfunctions | |
System | Modified | Modified writing of order/invoice/proposal numbers to avoid any possibility of a duplication. | |
SQLink | Modified | Changing a Customer status in QB or deleting a customer in QB will only set the Customer as Inactive in SME | |
Packages | Modified | Now exports service items to QB correctly | |
Journal Notes | Modified | Ini files were not getting updated correctly due to network issues which caused the dropdown selection to not fill correctly | |
Utilities | Modified | Can now merge databases |
. | |||
Date: | 05.31.2012 | Version SME: 7.2.8.89 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Grids | Fixed | Grids that were not functioning correctly after the grid modifications. |
. | |||
Date: | 05.29.2012 | Version SME: 7.2.8.88 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Packages | Modified | Package handling when ordering from Orders. Broken out packages now allow for selecting specific items from the order. | |
Packages | Modified | Package handling when the 'Charge as Package' is selected. Entire package is added to the PO and user can delete selected package items from the package items list. | |
Grids | Modified | All grids were updated due to component changes. Users updating need to know current grid settings may be missing for selected fields and will need to be reselected. Also improved speed since the field list was narrowed to the specific fields required for the module. |
. | |||
Date: | 05.22.2012 | Version SME: 7.2.8.87 | 7.2 |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Setting tax/Non Tax status on QB Payment Items | |
Orders | Labor Editor | Now leaving the Customer Rates intact when adding tech |
. | |||
Date: | 05.21.2012 | Version SME: 7.2.8.86 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Packages | Modified | Package logic so that you can select individual items if the package is not a 'Charge as Package' package type. |
. | |||
Date: | 05.11.2012 | Version SME: 7.2.8.85 | 7.2 |
Module | Action | Description | Revised SME Functionality |
User Groups | Added | Permission to delete customer equipment | |
Activities | Fixed | Timer on activities not popping up | |
Modified | Incoming email logic for install orders | ||
SLA | Modified | Category/Date time due set SOB (start of business = start time from defaults + 'next day'. Set EOB (end of business) = start time + dispatch hours per day. If SLA category has an 'hour' span AND the due date time would be after hours then add the difference to the SOB and set due date time to that. |
. | |||
Date: | 05.11.2012 | Version SME: 7.2.8.84 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Packages | Modified | Deleting from Proposal, orders, invoices |
. | |||
Date: | 05.11.2012 | Version SME: 7.2.8.83 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Packages | Fixed | Prices not sticking when converting from Proposals and the package was broken out | |
Orders | Fixed | Discount setting causing issues saving items |
. | |||
Date: | 05.08.2012 | Version SME: 7.2.8.82 - SQLink 7.2.8.28 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Discounts and Tax logic for discounted items | |
Invoices | Fixed | Auto Close all orders added to combined invoices | |
SQLink | Modified | Handling of discounts and taxes | |
Utilities | Modified | Merge of multiple SME databases into one database - no longer includes the Documents |
. | |||
Date: | 05.07.2012 | Version SME: 7.2.8.82 - SQLink 7.2.8.28 | 7.2 |
Module | Action | Description | Revised SME Functionality |
SQLink | Modified | Payment Importing with matching payment ID's | |
SQLink | Modified | Error closing tables |
. | |||
Date: | 05.01.2012 | Version SME: 7.2.8.82 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Dot Net error on deadlocked records |
. | |||
Date: | 04.25.2012 | Version SME: 7.2.8.81 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Table Export |
. | |||
Date: | 04.23.2012 | Version SME: 7.2.8.80 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Dispatch | Fixed | Due Date not filling in for Dispatch |
. | |||
Date: | 04.20.2012 | Version SME:7.2.8.79 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Home page was allowing access to SME modules after logging out | |
Dispatch | Fixed | Put Unavailable tech entry back on the Today’s labor tab | |
Dispatch | Fixed | Due Date not filling in Dispatch | |
Price Books | Fixed | Default commission percentage wasn't calculating correctly |
. | |||
Date: | 04.18.2012 | Version SME: 7.2.8.78 - SQLink 7.2.8.26 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Views | Fixed | Search Views were saving ini control files to the incorrect user profile folders | |
SQLink | Fixed | Hardcoded date format for retrieving QB items conflicted with Canadian date formats | |
Invoice | Modified | Date paid setting using the incorrect format |
. | |||
Date: | 04.12.2012 | Version SME: 7.2.8.76 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Preferences | Fixed | Typo in alerts settings | |
Purchase Orders | Fixed | Bill export was getting set when the PO was saved. Not when an item on the PO was received. | |
Database | Modified | Changed city field lengths to match QuickBooks where SME fields were shorter than QB. | |
Orders | Modified | Option to either clear on clone or not clear on clone when cloning an order. Now clears all optional Details & Settings fields. |
. | |||
Date: | 04.10.2012 | Version SME: 7.2.7.75 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Inventory | Fixed | Duplicating an inventory item giving error on save | |
Users | Fixed | Certification tab was not working | |
Customers | Fixed | Associated Companies tab was not working | |
Customers | Fixed | Using an ampersand in the name was not displaying correctly in the Full Name field at the top of the screen | |
Orders | Fixed | Reordering items on the Order Items grid would not retain the correct sequence | |
Inventory | Modified | Added a transaction record for deleting all transaction records |
. | |||
Date: | 04.09.2012 | Version SME: 7.2.7.74 - SQLink 7.2.6.22 | 7.2 |
Module | Action | Description | Revised SME Functionality |
SQLink | Modified | Cost/Price will now be an optional update from QB to SME. |
. | |||
Date: | 04.06.2012 | Version SME: 7.2.7.73 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Modified Views to keep system generated views. Modifying a system view by adding a filter or deleting columns, now prompts to save as a new view. You can use the selector to the left to limit which system columns to view. |
. | |||
Date: | 04.05.2012 | Version SME: 7.2.6.72 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Modified | More speed issues corrections. |
. | |||
Date: | 04.04.2012 | Version SME: 7.2.6.71 | 7.2 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Grids were not displaying correct information. Adding or deleting columns would add to the grid instead of remove from the grid. | |
System | Modified | Speed issues when invoicing or cloning orders |
. | |||
Date: | 03.30.2012 | Version SME: 7.2.6.70 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Batch Print/ Email | Fixed | Ability to have multiple email addresses in the Contact email | |
Orders | Fixed | Rounding when system is set to display more than 2 decimals | |
Orders | Fixed | New From B.O.M. was not displaying KIT items | |
User Groups | Fixed | Can now move custom tabs in all modules |
. | |||
Date: | 03.29.2012 | Version SME: 7.2.6.69 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Routines used for order processing to improve speed converting orders | |
User Groups | Modified | Changed label for allowing a user to add inventory from orders | |
Inventory | Modified | Added Snapshot setup logic to System>Company> Inventory |
. | |||
Date: | 03.28.2012 | Version SME: 7.2.6.68 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Inventory | Modified | Inventory Snapshot - modified from taking a snapshot on every transaction to periodic snapshots based on user settings. |
. | |||
Date: | 03.27.2012 | Version SME: 7.2.6.67 | 7.2 |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Payments were losing the connection after syncing to SME 7.2 | |
Orders | Modified | Relocated Discount field on the screen to accommodate lower resolutions | |
Menus | Modified | Added links to wiki and other info | |
Orders | Modified | Removed links to vendor now a combo box selection | |
System | Fixed | Duplicating columns in grids | |
System | Modified | Notifications - check when converting orders and proposals | |
Batch Print | Modified | Added multi select to batch print - set print to selection | |
Orders | Modified | Use inventory rather than vendor cost price |
. | |||
Date: | 03.26.2012 | Version SME: 7.2.6.66 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Invoice | Fixed | No longer using Billing Status to void an invoice 7.2 | |
Invoice | Added | Trigger to handle invoice voiding | |
Invoice | Modified | Will now prompt to Void on record save |
. | |||
Date: | 03.21.2012 | Version SME: 7.2.6.65 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Batch Email | Fixed | Batch Email hanging after modification to recurring invoice include batch printing. 7.2 |
. | |||
Date: | 03.20.2012 | Version SME:7.2.6.64 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Purchase Orders | Fixed | PO Notes now show when double clicked 7.2 | |
Recurring Orders | Fixed | Create from template 7.2 | |
Vendors | Modified | New option to show Subcontractors on material editor - Setup option> Company> System> 'Include Subcontractors for item vendors' 7.2 |
. | |||
Date: | 03.16.2012 | Version SME: 7.2.6.63 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Purchase Orders | Modified | PO Select from orders was creating separate PO's for all items with the same vendor in some cases 7.2 | |
Dispatch | Fixed | Query that is run when Regional Date is set 7.2 | |
System | Fixed | Grid selection when running off of tables not queries 7.2 | |
Orders | Modified | Subcontractors in items showing without creating two vendors 7.2 | |
Recurring Orders | Fixed | Create from template not working 7.2 | |
Purchase Orders | Modified | Use shipping email from System> Inventory - if not available use the Vendor PO Email 7.2 |
. | |||
Date: | 03.15.2012 | Version SME: 7.2.6.62 | 7.2 |
Module | Action | Description | Revised SME Functionality |
Dispatch | Fixed | Refresh issue causing orders to disappear until next refresh 7.2 | |
Payments | Fixed | Data not copying from payment to pay details/disbursements 7.2 | |
System | Modified | System response when ini file containing user settings is not available on the network 7.2 | |
System | Fixed | Some queries were not getting set when doing a rebuild 7.2 | |
Orders | Fixed | Clearing out equipment item was not followed through to details. 7.2 |
. | |||
Date: | 03.14.2012 | Version SME: 7.1.23.208 - 7.2.5.61 | |
Module | Action | Description | Revised SME Functionality |
Proposals | Fixed | System slowdown when converting a proposal 7.2 | |
System | Fixed | Cloning logic when converting proposals, orders, invoices 7.2 | |
System | Fixed | Clear order specific fields when converting proposals 7.2 |
. | |||
Date: | 03.13.2012 | Version SME: 7.1.23.208 - 7.2.5.60 | |
Module | Action | Description | Revised SME Functionality |
Price Books | Added | Default/Used fields for commission to price book tables 7.2 |
. | |||
Date: | 03.12.2012 | Version SME: 7.1.23.208 - 7.2.5.59 | |
Module | Action | Description | Revised SME Functionality |
Reports | Fixed | Text on buttons was not wrapping 7.2 | |
Orders | Fixed | Hide on Print for - partial, fixed, percent, dollar invoices 7.2 | |
Orders | Fixed | Grid display for Item Repair tab Service Requested/Performed 7.2 | |
Proposals | Fixed | Include Count now equals quantity when checked 7.2 | |
Recurring Invoices | Added | Refresh from Billing to the Actions Menu 7.2 | |
Purchase Orders | Fixed | Now using default vendor email address 7.2 | |
User Setup | Fixed | Search now correctly displaying User Group after change 7.2 | |
Purchase Orders | Fixed | Pasting a tracking number into tracking field 7.2 | |
System | Added | Email address for default Purchase order 7.2 | |
Customer | Fixed | Grid settings not holding under Customer Equipment when custom tab fields were selected 7.2 |
. | |||
Date: | 03.09.2012 | Version SME: 7.1.23.208 - 7.2.5.58 | |
Module | Action | Description | Revised SME Functionality |
SQLink | Added | Logic to export inventory parent info to QB. Was never planned but has been requested.(Note: Parent Item must export first. Then Child item.) 7.2 | |
SQLink | Added | Export Service Parent info to QB. (Note: Parent Item must export first. Then Child item.) 7.2 | |
Customer | Added | QuickBooks Customer in middle of the screen to help with exporting 7.2 | |
Journal Notes | Fixed | Note Types filtering keeping some notes from saving 7.2 | |
Journal Notes | Fixed | Title in Editor misspelled 7.2 | |
Reports | Fixed | Scrolling through reports while on the Detail Specifiers tab 7.2 | |
Projects | Modified | When planner changes to view by month, the label next to the date selector will now say 'select Month Date'. 7.2 | |
Projects | Fixed | Date Selector was not going to the correct date 7.2 |
. | |||
Date: | 03.06.2012 | Version SME: 7.1.23.208 - 7.2.4.57 | |
Module | Action | Description | Revised SME Functionality |
Dispatch | Fixed | Rates & Assignments dates now remove the order from the Order Chart 7.2 | |
Dispatch | Fixed | Labor added to an order now shows on the Project Planner 7.2 | |
Package | Fixed | Only delete details if package is changed 7.2 |
. | |||
Date: | 03.05.2012 | Version SME: 7.1.23.208 - 7.2.4.56 | |
Module | Action | Description | Revised SME Functionality |
Package | Modified | Logic regarding package handling 7.2 | |
Package | Added | Partner Info to the grids 7.2 | |
Package | Modified | Link package headers to layouts 7.2 |
. | |||
Date: | 03.02.2012 | Version SME: 7.1.23.208 - 7.2.4.55 | |
Module | Action | Description | Revised SME Functionality |
Inventory | Fixed | Last ordered date getting set to the current date when doing an Edit/Save. 7.1, 7.2 | |
Orders | Fixed | Rounding error when calculating invoiced total amounts, causing it to show as partial invoiced, when it was invoiced at 99.9954 % 7.2 | |
Scheduled Services | Fixed | Infinite loop when generating by date range 7.2 | |
Purchase Orders | Fixed | Breakout items for packages 7.2 |
. | |||
Date: | 02.24.2012 | Version SME: 7.1.23.208 - 7.2.4.54 | |
Module | Action | Description | Revised SME Functionality |
RMA | Fixed | Credit invoice link was not filling in correctly 7.2 | |
Recurring Invoices | Fixed | Apply Template not converting items 7.2 | |
Inventory | Fixed | Change Item Number on Details & Settings tab - then change Item Number on the Material Details tab 7.2 | |
Recurring Orders | Fixed | Customer list not populating 7.2 | |
System | Fixed | Hide all tabs and attempt to access a module 7.2 | |
Payments | Fixed | Double click on invoice # on disbursements tab not jumping to the invoice 7.2 | |
Issues | Fixed | Closing an issue creating an error 7.2 | |
Utilities | Fixed | Archive not creating custom table links 7.1,7.2 | |
SQLink | Fixed | Initialize Wage Info error when syncing employee changes from QB 7.2 |
. | |||
Date: | 02.23.2012 | Version SME: 7.1.23.207 - 7.2.4.53 | |
Module | Action | Description | Revised SME Functionality |
Projects | Fixed | Creating Invoice with multiple orders not filling in address information 7.2 |
. | |||
Date: | 02.11.2012 | Version SME: 7.1.23.207 - 7.2.4.52 | |
Module | Action | Description | Revised SME Functionality |
RMA | Fixed | Receiving a serialized item was causing an error. 7.2 |
. | |||
Date: | 02.10.2012 | Version SME: 7.1.23.207 - 7.2.4.51 | |
Module | Action | Description | Revised SME Functionality |
SQLink | Added | Export PO Item description rather than Inventory description 7.2 | |
Packages | Added | Vendor Item added to item editor for packages 7.2 | |
Purchase Order | Added | Add Another to the PO Add Item Screen 7.2 |
. | |||
Date: | 02.08.2012 | Version SME: 7.1.23.207 - 7.2.3.50 | |
Module | Action | Description | Revised SME Functionality |
Recurring Orders | Added | Biweekly/Bimonthly billing frequency 7.2 | |
Custom Tables | Added | Code to clean up custom tables and prevent duplication information 7.1,7.2 | |
Archiving Logic | Fixed | Fixed changes in archiving logic | |
Inventory | Added | Do not allow deleting inventory items with active transactions 7.1,7.2 | |
Price Books | Fixed | Fixed where price book values were being overwritten by pre-price book values 7.1,7.2 |
. | |||
Date: | 01.30.2012 | Version SME: 7.1.23.206 - 7.2.3.49 | |
Module | Action | Description | Revised SME Functionality |
Inventory | Modified | Added shelf/bin to the grid on the material detail tab 7.1, 7.2 | |
Dispatch | Fixed | Dispatch planner refresh 7.1, 7.2 | |
Proposal | Modified | Use subtotal to calculate profit percentage - not order total 7.1, 7.2 | |
Recurring Invoices | Fixed | Error when calculating recurring invoice totals when running in Canadian mode 7.1, 7.2 | |
Orders | Fixed | Not able to edit text items 7.1 | |
Orders | Fixed | Discounts on items not calculated correctly 7.1, 7.2 | |
Orders | Fixed | Roll back of invoice was causing duplicate invoice number when generating a new invoice from an unrelated order 7.1, 7.2 | |
System | Modified | Slow speed in some grids 7.1, 7.2 | |
System | Fixed | Some tables remained in the wrong mode after conversion from earlier versions of SME 7.1 | |
System | Fixed | Installer UID was not updating during conversion from earlier versions causing the installer names to get dropped 7.1 | |
Recurring Orders | Fixed | Errors when cloning recurring orders 7.1, 7.2 | |
System | Fixed | Conversion of order tech/order task records 7.1 |
. | |||
Date: | 01.17.2012 | Version SME: 7.1.23.205 - 7.2.3.48 | |
Module | Action | Description | Revised SME Functionality |
RMA | Fixed | Serial Number duplication check was referencing the wrong table on second serial number check when first one passed 7.1, 7.2 | |
SQLink | Modified | Updated for QBFC XML version 11 7.1, 7.2 |
. | |||
Date: | 01.16.2012 | Version SME: 7.1.23.204 - 7.2.3.47 | |
Module | Action | Description | Revised SME Functionality |
Inventory Transfer | Fixed | Edit on sub grids in the transfer screen 7.1, 7.2 | |
Inventory Transfer | Fixed | Default transfer amount to available stock count 7.1, 7.2 | |
RMA | Modified | When 'replacement' is checked, clear out list box of serial numbers. Serial numbers received will be used for the replacement piece, not the replaced piece 7.1, 7.2 | |
RMA | Added | Duplicate serial number check when receiving replacement items only 7.1, 7.2 | |
RMA | Modified | Change serial number label depending on actions 7.1, 7.2 | |
Customer Equipment | Modified | Menu labels related to RMA 7.1, 7.2 | |
Customer Equipment | Fixed | Record not in edit mode during second phase of item exchange 7.1, 7.2 |
. | |||
Date: | 01.12.2012 | Version SME: 7.1.23.203 - 7.2.3.46 | DB Version |
Module | Action | Description | Revised SME Functionality |
Customer | Modified | Removed field on Notification form since it was not connected to any logic 7.1, 7.2 | |
Orders | Modified | Do not clear invoice counts when clicking 'Clear All' on Partial invoice screen 7.1, 7.2 | |
Reports | Modified | Removed Email button from Report Preview 7.1, 7.2 | |
Customer Equipment | Fixed | Custom tab not showing under the Customer Equipment editor 7.1, 7.2 | |
Recurring Invoice | Fixed | Sort order on recurring invoices 7.1, 7.2 | |
Recurring Orders | Fixed | Adding new Zone to the list causing insert failure 7.1, 7.2 | |
Proposal | Fixed | Material discount applied twice 7.1, 7.2 | |
Orders | Noted | Setting in User Groups to allow adding items on the fly 7.1, 7.2 |
. | |||
Date: | 01.10.2012 | Version SME: 7.1.23.202 - 7.2.3.45 | DB Version |
Module | Action | Description | Revised SME Functionality |
Imports | Fixed | Import not functioning correctly for Vendor import 7.2 | |
System Grids | Modified | Use module level settings if different than global settings 7.2 | |
User Settings | Fixed | Delete button still showing even if the user group was not allowed to delete orders 7.2 | |
Orders | Fixed | Could not add text to Groups on the order Items tab 7.2 | |
Journal Notes | Fixed | Adding new notes was not working in some modules 7.1, 7.2 | |
Recurring Orders | Fixed | Item Text was not converting to new orders 7.2 | |
SQLink | Modified | PO Ref field now exports to the Bill Memo field in QB 7.1, 7.2 | |
SQLink | Fixed | Service Items not exporting to QB Bill 7.2 |
. | |||
Date: | 01.04.2012 | Version SME: 7.1.23.201 - 7.2.3.44 | DB Version |
Module | Action | Description | Revised SME Functionality |
Service Items | Added | Added Service Type to Service Items 7.1, 7.2 | |
Invoicing | Fixed | Quick View was bringing up the incorrect invoice 7.1, 7.2 | |
System | Added | Added Customer Status to Customers, orders, proposals, etc.. 7.1, 7.2 |
. | |||
Date: | 12.16.2011 | Version SME: 7.1.23.200 - 7.2.3.41 | DB Version |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Service Items in packages not breaking out correctly 7.1,7.2 | |
System | Added | Inventory Snapshot - takes snapshot of inventory on that date 7.2 | |
Orders | Modified | System - Strict Inventory - if set you cannot invoice an order without allocating material 7.1,7.2 |
. | |||
Date: | 12.09.2011 | Version SME: 7.1.23.199 - 7.2.2.40 | DB Version |
Module | Action | Description | Revised SME Functionality |
Invoicing | Fixed | Other Charges not calculating correctly 7.1,7.2 | |
PO | Modified | Security Check to make sure user is allowed to delete POs 7.1,7.2 | |
Orders | Modified | Removed coloring on embedded grids 7.2 | |
System | Added | New SLA editor 7.2 |
. | |||
Date: | 12.02.2011 | Version SME: 7.1.23.198 - 7.2.2.39 | DB Version |
Module | Action | Description | Revised SME Functionality |
SLA | Fixed | Dates were not setting correctly from orders 7.1, 7.2 | |
Orders | Fixed | Error selecting material in 7.2 7.2 | |
System | Fixed | Error when converting Fixed Proposals, Orders, etc.. When the Fixed amount was calculated by percentage 7.1, 7.2 |
. | |||
Date: | 11.22.2011 | Version SME:7.1.23.197 - 7.2.2.38 | |
Module | Action | Description | Revised SME Functionality |
PO | Modified | Use company shipping address from Setup> Company> Inventory, (if filled in), instead of company address under Setup> Company> Company Information. (7.1, 7.2) | |
Compliance | Fixed | Moving compliance items between selection boxes in Compliance setup. (7.1,7.2) | |
Orders | Fixed | Contact was not updating on the table for the contact selected (7.1,7.2) | |
Journal Notes | Fixed | Exiting without saving note (7.1,7.2) | |
Journal Notes | Fixed | Drop down was not filtering out system notes (7.1,7.2) | |
Customer Equipment | Modified | Index on customer equipment link status code on re-index if sites experience 'slow downs' on material detail tabs (7.1,7.2) | |
Journal Notes | Fixed | Missing right click menu on (7.1, 7.2) | |
Invoices | Modified | Setup order to invoice conversion will now take the info from the order, instead of the customer, for companies typing over the original customer name for a site (7.1,7.2) | |
Contracts | Fixed | Duplicating maintenance contracts with equipment issues (7.1,7.2) |
. | |||
Date: | 11.11.2011 | Version SME:7.1.23.196 - SQLink 7.1.23.58 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
Inventory | Fixed | Removed obsolete fields for inventory status (7.2) | |
Vendors | Fixed | Refresh issue not showing updated contacts on Details & Settings ( 7.1/7.2) | |
Vendors | Fixed | Certification added to sub not showing on grid after selection (7.1/7.2) | |
Setup | Order Status | Adjusted screen to show color selection (7.2) | |
Views | Modified | Views now use the 'Navigate> Order By' setting for view sort order scrolling. (7.1/7.2) | |
SQLink | Modified | Duplicated contact logic for customer - don't overwrite contact if info already exists in SME, create new contact and link it if it does not exist (7.1/7.2) |
. | |||
Date: | 11.06.2011 | Version SME: 7.1.23.195 - SQLink 7.2.23.57 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Rounding error on tech time transfer to QB | |
Orders/Labor | Fixed | Rounding error on time span | |
Orders/Labor | Modified | No longer getting Customer name from customer table | |
Dispatched | Fixed | Check for edit states before refreshing data when clicking refresh button | |
PO | Modified | PO refresh issue - may still be an issue in some cases | |
Customer Equipment | Fixed | Is Equipment flag was getting cleared on related items when editing orders tied to specific customer equipment flags |
. | |||
Date: | 10.24.2011 | Version SME: 7.1.23.192 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | About version info | |
Orders | Fixed | Added the Equipment flags to the labor grids and published |
. | |||
Date: | 10.19.2011 | Version SME: 7.1.23.191 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
Orders/Inventory | Added | When going from allocated -> hold/delivered, or from jit -> allocated/hold/delivered then IF not enough to cover the action, create a split customer equipment record, then call the function that does the inventory updates. | |
Purchase Order | Fixed | Canceling PO was not reverting the item status to Has JIT | |
Proposal | Fixed | Setting the Primary tech from the lookup | |
Maintenance Contracts | Fixed | Error renewing maintenance contract | |
Routines | Fixed | Item order when cloning records |
. | |||
Date: | 10.14.2011 | Version SME: 7.1.23.190 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Labor editor locking up when editing an existing labor record | |
Custom Tabs | Fixed | Field information not transferring from other modules when converting Lead to Proposal to Customer. | |
Invoicing | Fixed | SME was not prompting to roll back payment on the invoice prior to rolling it back. | |
Proposals | Modified | User not set as Proposal Administrators cannot approve, close proposals. | |
Proposals | Modified | You can now close an approved proposal without having to reopen it. | |
Proposals | Modified | Added logic so that : when you add items to an approved proposal, it will force that proposal to opened status. Once items are added to the order, the opened status cannot be canceled. (used to be able to edit, add items, then cancel changes, which would revert order status to approved) | |
Auto Email | Modified | Set the outgoing character limit on automated emails | |
Proposal | Fixed | Converting failure if default location not set | |
System | Fixed | Cloning records was not keeping the default item order |
. | |||
Date: | 10.07.2011 | Version SME: 7.1.23.189 - SQLink 7.1.23.55 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
SQLink | Added | Wiki link to SQLink help | |
Customer Equipment | Fixed | Column customization options were missing | |
Tools | Added | Simple search for QB List ID's in the database. Revised wiki page |
. | |||
Date: | 10.04.2011 | Version SME: 7.1.23.188 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Password encryption failing on certain characters | |
Orders | Added | Customer equipment serial number assigned to labor, on labor grid in order, proposal, and invoice screens | |
Orders | Fixed | Ship method was controlling class combo boxes |
. | |||
Date: | 09.27.2011 | Version SME: 7.1.23.187 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
Leads | Fixed | Assigned to drop down was not filtering out inactive employees | |
Payments | Fixed | Assigned to drop down was not filtering out inactive pay methods |
. | |||
Date: | 09.22.2011 | Version SME: 7.1.23.186 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
Customer Equipment | Fixed | Moving of equipment within the customer equipment module stopped functioning due to serial number check logic. | |
Customer Equipment | Fixed | Editing of a serial number on an existing piece of equipment |
. | |||
Date: | 09.21.2011 | Version SME: 7.1.23.185 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
System Users | Modified | Hide all password columns from search grids | |
Auto Email | Modified | Added buttons to setup email editor | |
Auto Email | Modified | Modified to send multi-call emails regardless of issue settings |
. | |||
Date: | 09.20.2011 | Version SME: 7.1.23.184 - 7.1.23.54 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
Advanced Search | Fixed | Error if you clicked on a module selection before doing the search | |
SQLink | Fixed | Rounding issue with decimal places. Reset to 2 for QB integration | |
Payments | Fixed | Rounding issue with decimal places. Reset to 2 for QB integration | |
Auto Email | Modified | Email handling after it is posted to SME |
. | |||
Date: | 09.16.2011 | Version SME: 7.1.23.183 - 7.1.23.53 | DB Version 7.1.23.183 |
Module | Action | Description | Revised SME Functionality |
Auto Email | Modified | Allow selection of fields for outgoing emails | |
Proposals | Modified | Added straight commission to Totals tab | |
System | Added | Serial number check to inventory and customer equipment | |
Customer Equipment | Modified | Check when moving equipment for duplicate serial number | |
SQLink | Modified | Do not overwrite contact info with blank info if SME has contact info and QB does not | |
SQLink | Modified | If no contact assigned to a customer create a blank contact and assign to the customer. |
. | |||
Date: | 09.15.2011 | Version SME: 7.1.23.182 | DB Version 7.1.23.181 |
Module | Action | Description | Revised SME Functionality |
Auto Email | Modified | Only store new email content on replies | |
Auto Email | Modified | Added crude email editor | |
Custom Tabs | Modified | When generating custom records use master UID |
. | |||
Date: | 09.14.2011 | Version SME:7.1.23.181 - SQLink 7.1.23.52 | DB Version 7.1.23.181 |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Importing proposal details | |
Scheduled Service | Fixed | When posting schedule service record, if specific date type, and specific date is >= to current date, clear the end date | |
Scheduled Service | Fixed | Preview for order generation was not previewing | |
Scheduled Service | Fixed | If preview report exists then preview the orders | |
Conversion | Custom Tabs | Add customer defaults table to list of tables to be included in conversion |
. | |||
Date: | 09.13.2011 | Version SME:7.1.23.180 | DB Version 7.1.23.180 |
Module | Action | Description | Revised SME Functionality |
Auto Email | Modified | Outgoing email separator | |
Notes | Modified | Added scroll bars to journal entries |
. | |||
Date: | 09.12.2011 | Version SME:7.1.23.179 | DB Version 7.1.23.179 |
Module | Action | Description | Revised SME Functionality |
System | Added | Special service requested/performed fields for email handling |
. | |||
Date: | 09.08.2011 | Version SME:7.1.23.178 - SQLink 7.1.23.51 | DB Version 7.1.23.178 |
Module | Action | Description | Revised SME Functionality |
Auto Email | Modified | Order email handling - update order do not overwrite the existing info | |
SQLink | Modified | Added Ship Method export/Import | |
Auto Email | Modified | tweaked email routines further to allow for multiple contacts on one order |
. | |||
Date: | 09.07.2011 | Version SME:7.1.22.178 | DB Version 7.1.22.176 |
Module | Action | Description | Revised SME Functionality |
Proposal | Added | Ship Method for corresponding QB ship methods | |
Invoice | Added | Ship Method for corresponding QB ship methods | |
Orders | Added | Ship Method for corresponding QB ship methods |
. | |||
Date: | 09.06.2011 | Version SME:7.1.22.177 | DB Version 7.1.22.176 |
Module | Action | Description | Revised SME Functionality |
Auto Email | Modified | Email handling routines changes on fields triggering email events |
. | |||
Date: | 09.02.2011 | Version SME:7.1.22.176 | DB Version 7.1.22.176 |
Module | Action | Description | Revised SME Functionality |
Added | Assigned to, Taken By, Lead Tech, Dispatch Tech, All Techs, and Contact to order status table for managing email to techs & dispatchers |
. | |||
Date: | 09.01.2011 | Version SME:7.1.22.175 | DB Version 7.1.22.175 |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Added user id for all order converting routines |
. | |||
Date: | 08.31.2011 | Version SME:7.1.22.174 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Barcode | Modified | Returning logic was not correctly allocating items |
. | |||
Date: | 08.25.2011 | Version SME: 7.1.22.173 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Audit | Fixed | Record was getting saved before audit | |
Material | Modified | Changed blank serial number read -blank- | |
Inventory Reconciliation | Fixed | Search for duplicates causing changes to not post to the record | |
Routines | Added | Blank serial number change | |
Routines | Modified | Incoming email XML case sensitive handling |
. | |||
Date: | 08.23.2011 | Version SME: 7.1.22.172 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Scheduled Services | Fixed | Set all fields to matching customer fields | |
Recurring Orders | Fixed | Notes getting copied incorrectly | |
Reports | Fixed | Duplicating report was asking to save instead of duplicating | |
Inventory Transfer | Fixed | Clicking on lookup button was giving error when there was a transfer number | |
Dispatch | Fixed | Right click email on day planner |
. | |||
Date: | 08.19.2011 | Version SME: 7.1.22.171 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Customer Equipment | Fixed | Index on customer equipment table to display properly in the grid | |
Routines | Fixed | Clone logic on orders | |
Routines | Fixed | Incoming email handling | |
Routines | Modified | Outgoing email logic |
. | |||
Date: | 08.17.2011 | Version SME: 7.1.22.170 - SQLink 7.1.22.49 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Saving/restoring grids | |
Activities | Fixed | Saving user preferences | |
Inventory | Fixed | Transfers - ellipsis/browse button not functioning | |
SQLink | Fixed | QBIdentifer has been used when Business Type has the '&' in the name. | |
SQLink | Fixed | Business types not importing the QB ID correctly | |
SQLink | Modified | Check name length before importing Business Types can be a max of 31 characters |
. | |||
Date: | 08.12.2011 | Version SME: 7.1.22.169 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Routines | Send to either outgoing or regular email address but not both | ||
Views | Added | Functionality to delete views from SQL. Will not delete views from view table | |
Purchase Orders | Added | Dates to item searches when adding from an order | |
Routines | Added | Dates to item searches when adding from an order |
. | |||
Date: | 08.11.2011 | Version SME: 7.1.22.168 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Routines | Modified | When saving materials update JIT/Allocated costs on customer equipment | |
Proposal | Fixed | Missing field error in temp table when converting to partial orders | |
Orders | Fixed | Messages when more than one item found | |
Orders | Modified | Error for missing inventory location | |
Orders | Fixed | initialization of records | |
Sales | Fixed | Error on entering new record | |
Sales | Fixed | Delete button not functioning correctly |
. | |||
Date: | 08.10.2011 | Version SME: 7.1.22.167 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | If PO Item has JIT, and the quantity is less that JIT, set JIT count to quantity, update customer equipment with corrected count | |
Orders | Modified | Can no longer have items without a location specified | |
PO | Fixed | Corrected quantity on history records when receiving more than JIT | |
PO | Modified | PO Item editor can no longer change a quantity to less than the JIT count from an order |
. | |||
Date: | 08.05.2011 | Version SME: 7.1.22.166 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Modified | Email not sending correctly. | ||
System | Fixed | Check for active warehouse regardless of default location in case the default has been deleted. | |
Barcode | Added | Return logic for barcode | |
Allocation | Modified | Moved Select button to far left of window |
. | |||
Date: | 08.04.2011 | Version SME: 7.1.22.165 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Barcode | Fixed | Extract the company name from the Alias files | |
Routines | Modified | Use email add, not email, when sending an issue email to a tech |
. | |||
Date: | 08.03.2011 | Version SME: 7.1.22.164 - SQLink 7.1.22.47 | DB Version 7.1.22.164 |
Module | Action | Description | Revised SME Functionality |
Users | Added | Dispatch/Lead Tech setting | Will email an order to everyone who has the flag set |
System | Added | Tech Code to set flag to false on all users | |
Orders | Modified | Lead Tech to Dispatch/Lead Tech | |
Invoice | Fixed | Deleting an invoice when you do not have permission to do so | |
Purchase Orders | Fixed | Deleting a PO after going to the PO Items tab and away from the PO items tab | |
Orders | Fixed | Permissions check on deleting an order | |
System | Added | Verify the delete function to the global forms. | |
User Groups | Fixed | Field name on barcode reconcile | |
Setup | Fixed | Bug allowing deletion of all warehouses. | |
Database | Added | Dispatch/Lead Tech to the User table | |
Routines | Added | When creating orders from proposals, recurring orders or scheduled services, set the lead tech | |
Customer Equipment | Fixed | Add from Active Inventory only | |
SQLink | Modified | For current data structure |
. | |||
Date: | 08.02.2011 | Version SME: 7.1.21.163 | DB Version 7.1.21.163 |
Module | Action | Description | Revised SME Functionality |
Inventory | Added | Flag for Barcode reconciliation | Only works if the Barcode app is installed |
. | |||
Date: | 08.01.2011 | Version SME:7.1.21.162 | DB Version 7.1.21.162 |
Module | Action | Description | Revised SME Functionality |
Proposal | Fixed | Grids blanking on selection of items. | |
Database | Added | Field to Equipment table for barcode program | |
Database | Added | Field to Material Details for barcode program | |
Orders | Fixed | Table not open error when adding details to an order and the order is not in Edit mode | |
Invoice | Fixed | Lost 'On Exit' for totaling fields until record was saved | |
Vendor | Fixed | Clicking on contacts was opening the form in the wrong mode | |
Invoice | Fixed | Required fields error | |
Customer Equipment | Added | Manufacturing part number | |
Routines | Modified | For ticket emails - removed severity and will use priority from the order, not an issue |
. | |||
Date: | 07.29.2011 | Version SME: 7.1.21.161 | DB Version 7.1.21.160 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Saving grid layouts |
. | |||
Date: | 07.25.2011 | Version SME: 7.1.20.159 - SQLink 7.1.20.45 | DB Version 7.1.20.157 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Tab order on the labor editor | |
Dispatch | Fixed | Checking 'Don't show completed items' was clearing other settings | |
PO | Fixed | Error creating PO from orders | |
Orders | Fixed | Sales notes not opening from Service/Install | |
Inventory | Fixed | New items not adding stock to default location | |
Routines | Fixed | New items not adding stock to default location | |
Printing | Modified | Changed layout of print packet screen New layout | |
Customer | Fixed | Finance Charge display not showing rate | |
Invoicing | Fixed | Error generating finance charges after being in the invoice module | |
Customers | Modified | Customer deletion process |
. | |||
Date: | 07.15.2011 | Version: SME: 7.1.20.158 | DB Version 7.1.20.157 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Check for missing Vendor when creating a PO from an order | |
Routines | Fixed | Error when updating the last service date on a customer |
. | |||
Date: | 07.14.2011 | Version: SME: 7.1.20.157 - SQLink 7.1.20.157 | DB Version 7.1.20.157 |
Module | Action | Description | Revised SME Functionality |
Proposal | Modified | Proposal logic to included functionality to import Price based on Markup in QB | |
SQLink | Added | Use Proposal Markup flag | |
Routine | Added | Use Proposal Markup flag logic |
. | |||
Date: | 07.12.2011 | Version: SME: 7.1.19.156 | DB Version 7.1.19.152 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Calculating taxes on orders for the Canadian version of SME | |
Routines | Fixed | Calculating taxes on orders for the Canadian version of SME |
. | |||
Date: | 07.06.2011 | Version: SME: 7.1.19.155 | DB Version 7.1.19.152 |
Module | Action | Description | Revised SME Functionality |
Invoicing | Modified | Partial invoicing logic |
. | |||
Date: | 07.06.2011 | Version: SME: 7.1.19.154 | DB Version 7.1.19.152 |
Module | Action | Description | Revised SME Functionality |
Dispatch | Added | Zone to dispatch grids | |
Customer Equipment | Added | Ability to add multiple items to customer equipment from the customer equipment module |
. | |||
Date: | 06.30.2011 | Version: SME: 7.1.19.153 | DB Version 7.1.19.152 |
Module | Action | Description | Revised SME Functionality |
Inventory | Added | If saving an inventoried item require a location | |
System | Added | Require a password to initiate an update | |
Inventory | Fixed | Link Options using a default override item were showing all items with that QB List ID |
. | |||
Date: | 06.29.2011 | Version: SME: 7.1.19.152 | DB Version 7.1.19.152 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Initial logon when using Windows 7 was causing SME to not launch correctly causing an update to start | |
Routines | Fixed | Same as above | |
System | If there's an error setting up the port make a record of the error |
. | |||
Date: | 06.28.2011 | Version: SME: 7.1.19.151 | |
Module | Action | Description | Revised SME Functionality |
Orders | Added | Include No Zone - will include locations with blank zones on material item searches if set. | New Setting |
Routines | Added | Include No Zone - will include locations with blank zones on material item searches if set. |
. | |||
Date: | 06.23.2011 | Version: SME: 7.1.19.150 | DB Version 7.1.18.143 |
Module | Action | Description | Revised SME Functionality |
System/Views | Fixed | Jump to logic stopped working after new records were added | |
Customer Equipment | Fixed | Duplicate serial number checking dialog | |
Orders | Fixed | Order screen was blanking out on saving new orders | |
Orders | Fixed | Location lookup on techs |
. | |||
Date: | 06.20.2011 | Version: SME:7.1.19.149 | DB Version 7.1.18.143 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Navigation not hiding Next/Last when the end of the record set was reached. |
. | |||
Date: | 05.27.2011 | Version: SME: 7.1.18.139 | DB Version 7.1.18.139 |
Module | Action | Description | Revised SME Functionality |
System | Added | implemented ignore labor - if set, even if labor hours are in inventory, it will not default the flag to generate labor records. | |
Database | Updated | Added flag to defaupts table | |
Database | Added | Barcoding table |
. | |||
Date: | 05.25.2011 | Version: SME: 7.1.18.138 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Incorrect title in the title bar when clicking on Customer Equipment | |
Cust Equipment | Fixed | Hide the Action menu if the item tree is empty | |
Orders | Fixed | Leaving Material Editor after adding broken out packages | |
Packages | Fixed | Cost & Price not updating correctly | |
System | Modified | Auto refresh timer causing RecUID not found error when SQL Native Client loses connection with SQL server | |
Subcontractors | Modified | Change subcontractor history to query more tables for usage info | |
System | Modified | Added back the straight commission fields for sales person | |
Invoice | Fixed | Check for PO required on itemized invoices | |
Inventory | Fixed | Filter on purchase order history | |
Search View | Modified | If error opening the view = 'Error Restoring Layout' go to the Utilities> View Management> and delete and recreate the view | |
System | Modified | Removed the reference to numbered version | |
Maintenance Contracts | Modified | Active filter searching Approved not Active | |
System | Modified | Master Search filter not working as designed. | |
Orders | Modified | Check all data tables for empty records prior to deleting or editing records | |
Setup | Fixed | Deleting payroll and work groups from company lists page | |
Setup/Users | Modified | Added check for duplicates prior to saving record | |
Inventory | Modified | Added back allow zero inventory in new stock location | |
Proposal | Fixed | Approval data getting deleted when converting a proposal | |
Proposal | Fixed | Customer rates not transferring to proposal on new proposal | |
Packages | Fixed | Flag check was backwards - breaking out packages when they were not supposed to and not breaking out when they were supposed to | |
. | |||
Date: | 05.24.2011 | Version: SME: 7.1.18.137 - SQLink 7.1.18.42 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
Sales | Fixed | Fixed missing field in contacts | |
SQLink | Modified | Added 'SME - ' prefix to PO Bills going to QB |
. | |||
Date: | 05.23.2011 | Version: SME: 7.1.18.136 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
System | No Action | Decimals in SME. No change - only for calculations | |
Orders | No Action | Autodeliver flag - ONLY sets allocated, non serialized items to delivered. reserved items are always set to delivered. Check your item status. | |
System | Search | Order Number search not locating orders | |
Custom Tabs | Modified | Boolean fields automatically checked | |
Vendor | Fixed | Error clicking on contacts - field not found | |
Maintenance Contracts | Fixed | Error message when switching to attached proposals |
. | |||
Date: | 05.16.2011 | Version: SME: 7.1.18.135 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
RMA | Fixed | RMA - error on opening the dataset | |
Customer Equipment | Fixed | Adding new records causing open data set error | |
Customer Equipment | Fixed | Lost look-up error | |
RMA | Fixed | Prompt to close RMA |
Date: | 05.13.2011 | Version: SME: 7.1.18.134 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
System | Modified | View functionality - Navigation is not scrolling or selecting info correctly when in a view or changing a view |
. | |||
Date: | 05.12.2011 | Version: SME: 7.1.18.133 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
System | Modified | All triggers to improve speed and functionality | |
Invoice | Fixed | Linking between material items on invoices | |
Invoice | Modified | Item selection regarding partial invoicing | Can no longer pick specific items - handled by logic |
. | |||
Date: | 05.10.2011 | Version: SME: 7.1.18.132 - SQLink 7.1.18.41 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
Routines | Fixed | If an item status is 'On Order' and it is changed to 'Delivered' then go to a PO tied to the order and receive the item. Stock will not be added to inventory - only linking records are updated. | User is no longer required to manually check if an item is available for the order. This will be referred to as 'Direct Delivery' of the item. |
SQLink | Added | When exporting bills for purchase orders include 'direct delivery' items. | |
Invoicing | Fixed | Infinite loop when processing Partial invoices. |
. | |||
Date: | 05.10.2011 | Version: SME: 7.1.18.131 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Dates on views can cause the view to malfunction and error switching modules in SME. | |
Dispatch | Fixed | Bug in function library 'minutes between' would recalculate time to .98 instead of 1.00. hours. | |
Routines | Modification | Reverted back to checking the 'Export Sub Bill' on the invoice when creating an invoice from orders. | Will now set the flag. |
. | |||
Date: | 05.09.2011 | Version: SME: 7.1.18.130 | DB Version 7.1.18.130 |
Module | Action | Description | Revised SME Functionality |
Purchase Order | Fixed | Lost quick jump on PO items. | |
Customers | Modified | Set 'Is Billable' flag to disabled unless record is in edit mode. | |
System | Added | Auto Deliver flag | When set will attempt to 'Auto Deliver' allocated items on order close |
Routines | Added | Auto Delivery flag |
. | |||
Date: | 05.06.2011 | Version: SME: 7.1.18.129 - SQLink 7.1.18.40 | DB Version 7.1.18.127 |
Module | Action | Description | Revised SME Functionality |
Invoice | Modified | Partial item selection modifications. | |
Orders | Fixed | Sort order on Subcontractor drop downs | |
System | Orders | PO export flag not getting set on creating an invoice. | Export Bill flag is not set due to recent functionality changes |
SQLink | Fixed | Bad field name error when exporting negative invoices | |
SQLink | Fixed | Query for exporting subcontractor POs. | |
SQLink | Fixed | Messages not displaying after pressing the 'Clear' button. |
. | |||
Date: | 05.04.2011 | Version: SME: 7.1.18.128 - SQLink 7.1.18.39 | DB Version 7.1.18.127 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Batch Printing of invoices when a parameter is in use. | |
System | Fixed | Saving grid settings when doing module changes without changing the tab. | |
Orders/Labor | Modified | IF labor record is in insert mode, automatically reset the service item(and price book) if tech changes even if it's already been set. | |
SQLink/Proposal | Modified | Initially import proposals in 6 month(vs 1 year) batches. | |
Work Flow | Modified | Do not require edit mode for drop downs to drop down. |
. | |||
Date: | 05.03.2011 | Version: SME: 7.1.18.127 - | DB Version 7.1.18.127 |
Module | Action | Description | Revised SME Functionality |
System/Users | Added | Outgoing email to user profiles. | |
Invoice/Recurring | Modified | When generating recurring invocices save resultant UIDs to a temp table instead of a variable. | |
Routines | Fixed | File list for recurring invoices which was causing the generation to error out. |
. | |||
Date: | 05.02.2011 | Version: SME: 7.1.18.126 - SQLink 7.1.18.39 | DB Version 7.1.18.120 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Batch printing when parameters are in use. | |
System | Fixed | Saving grids settings when changing modules without leaving that tab. | |
Orders/Labor | Modified | Change service item and price book when tech changes. | |
SQLink | Modified | Import Proposals in 6 month increments. | |
Work Flow | Modified | Do not require edit mode to display dropdown fields selection. |
. | |||
Date: | 04.28.2011 | Version: SME: 7.1.18.125 | DB Version 7.1.18.120 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Sort Order on Service Items in labor editor | |
Purchase Orders | Fixed | Item not adding correctly if it was in Vendor items | |
System | Modified | Filter modifications for speed improvements |
. | |||
Date: | 04.27.2011 | Version: SME: 7.1.18.124 - SQLink 7.1.18.38 | DB Version 7.1.18.120 |
Module | Action | Description | Revised SME Functionality |
Custom Fields | Fixed | Adding view filter to custom fields and then applying module fields error. | |
System | Fixed | Update files | |
SQLink | Fixed | Update files |
. | |||
Date: | 04.26.2011 | Version: SME: 7.1.18.123 | DB Version 7.1.18.120 |
Module | Action | Description | Revised SME Functionality |
Inventory | Fixed | Customer Equipment not initialized with shelf, bin, hardware, software versions when allocated. | |
Purchase Order | Fixed | Display all ship to address information | |
Purchase Order | Fixed | Location not refreshing before copying shipping address | |
Invoice | Added | Prompt when saving invoice with no terms |
. | |||
Date: | 04.25.2011 | Version: SME: 7.1.18.122 - SQLink 7.1.18.36 | DB Version 7.1.18.120 |
Module | Action | Description | Revised SME Functionality |
Inventory | Fixed | Table not opening error on packages | |
System | Modified | Importing - no longer show 'Blob' when importing memo fields | |
SQLink | Added | IF not initializing billing address, AND invoice already exists, THEN save the billing address, and reuse it when exporting |
. | |||
Date: | 04.20.2011 | Version: SME: 7.1.18.121 - SQLink 7.1.18.36 | DB Version 7.1.18.120 |
Module | Action | Description | Revised SME Functionality |
Vendor | Fixed | History refresh issue | |
Inventory | Fixed | Double click on PO item not jumping to the correct PO | |
System | Fixed | Default settings for 'To be Emailed' & 'To be Printed' will be set to false on data conversion from 7.0. | |
Orders | Modified | When terms are required present a dropdown list |
. | |||
Date: | 04.20.2011 | Version: SME: 7.1.18.120 - SQLink 7.1.18.36 | DB Version 7.1.18.120 |
Module | Action | Description | Revised SME Functionality |
SQLink | Fixed | Live update was not working | |
Projects | Fixed | Deleting a Project | |
Inventory | Fixed | Bin & Shelf holding values | |
Inventory | Added | Software Version/Hardware Version |
. | |||
Date: | 04.20.2011 | Version: SME: 7.1.18.119 - SQLink 7.1.18.35 | DB Version 7.1.18.117 |
Module | Action | Description | Revised SME Functionality |
SQLink | Added | Status line when exporting Service Items | |
Orders | Fixed | Jump to Inventory when not on a Materials Tab | |
System/Documents | Fixed | Retrieval Query attempting run multiple times | |
System/Documents | Fixed | Timing issues with retrieving the docs | |
System/Documents | Fixed | Search when viewing results from docs list | |
System/Setup | Added | Ability to lock sales person on Proposal/Orders | New check box in Setp> Company |
. | |||
Date: | 04.19.2011 | Version: SME: 7.1.18.118 | DB Version 7.1.18.117 |
Module | Action | Description | Revised SME Functionality |
Orders/Invoices | Fixed | Assigned to lists not filling when in edit mode | |
PO | Fixed | PO item table not open error when saving PO | |
Orders/Proposals | Fixed | Add quick labor button |
. | |||
Date: | 04.18.2011 | Version: SME: 7.1.18.117 - SQLink: 7.1.18.34 | DB Version 7.1.18.117 |
Module | Action | Description | Revised SME Functionality |
Routines | Added | Manufacture number to customer equipment | |
Routines | Added | When saving add vendor name to customer equipment | |
SQLink | Modified | Allow all charecters except ':' colon to sync on names fields | |
SQLink | Modified | Prelive Update method - not updating with code | |
Customer Eq | Fixed | Add service from context menu | |
Vendor | Fixed | Subcontractor history not showing | |
Vendor | Added | Vendor link to customer equipment | New functionality |
. | |||
Date: | 04.15.2011 | Version: SME: 7.1.18.117 | DB Version 7.1.18.117 |
Module | Action | Description | Revised SME Functionality |
System | Added | Fields for government operations | |
System | Modified | All Date conversion routines to better handle international date formats | |
PO | Fixed | Error when saving a PO |
. | |||
Date: | 04.14.2011 | Version: SME: 7.1.17.116 | DB Version 7.1.17.115 |
Module | Action | Description | Revised SME Functionality |
Archiving | Modifying | Reviewing archiving functionality | |
Routines | Fixed | Adding records when SME is not syncing with QuickBooks | |
. | |||
Date: | 04.13.2011 | Version: SQLink 7.1.17.32 | DB Version 7.1.17.115 |
Module | Action | Description | Revised SME Functionality |
SQLink | Added | Field to import fields not linked to inventory or service items in SME | |
SQLink | Added | Fields to maintain business types | |
SQLink | Modified | Proposal import logic |
. | |||
Date: | 04.12.2011 | Version: SME: 7.1.17.115 - SQLink: 7.1.17.31 | DB Version 7.1.17.115 |
Module | Action | Description | Revised SME Functionality |
Proposal | Modified | Commissions now pulled from Price Books | |
System | Users | Removed commission settings from views | |
SQLink | Added | Business types import/export logic | |
SQLink | Modified | Importing proposal logic for non inventory/service items | |
. | |||
Date: | 04.11.2011 | Version: SME: 7.1.16.114 - SQLink: 7.1.17.31 | DB Version 7.1.16.114 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Conversion from 7.0 lockup | |
Routines | Modified | Speed up conversion from 7.0 | |
System | Implemented | Limit services flag. | See link above for info |
Dispatch | Added | Lock dispatch flag to user groups | If set a user cannot modify Dispatch records |
Setup | Added | Limited Service flag to system setup | |
SQLink | Added | QB ID to business types table for SQLink | If set will export business types |
. | |||
Date: | 04.07.2011 | Version: SME: 7.1.16.113 - SQLink: 7.1.17.30 | DB Version 7.1.15.111 |
Module | Action | Description | Revised SME Functionality |
Proposal | Fixed | Proposal label for export | |
Proposal | Added | Hyper link for customers - jump to customer if exists - or else jump to Sales | |
Proposal | Fixed | Creating labor records | |
Recurring Orders | Fixed | Creating service item records when a price book is defined | |
Sales | Added | Added Sales table to list of tables to propagate addresses | |
System | Added | When adding addresses also add phone, email, contact name, etc.. | |
SQLink | Added | PO date from received date option | New setting in SQLink |
. | |||
Date: | 04.06.2011 | Version: SME: 7.1.15.112 - SQLink: 7.1.15.29 | DB Version 7.1.15.111 |
Module | Action | Description | Revised SME Functionality |
SQLink | Modified | Removed option for closed orders | |
System | Fixed | Outlook style menu bar was not hiding correctly | |
Customer | Fixed | Using phone number for account setting and checking for duplications | |
Dispatch | Added | Include city in the name headers as; Name-Status:City | |
. | |||
Date: | 04.05.2011 | Version: SME: 7.1.15.111 - SQLink: 7.1.15.29 | DB Version 7.1.15.110 |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Item discounts will be after tax discounts | |
System | Modified | If no default for zone is found (whether zone is specified or not), force system default location |
. | |||
Date: | 04.04.2011 | Version: SME: 7.1.15.110 - SQLink: 7.1.15.28 | DB Version 7.1.15.110 |
Module | Action | Description | Revised SME Functionality |
Routines | Modified | Discount logic - when caculating by item taxes reduce the item discount before the tax discount | |
Recurring Order | Fixed | New order was not properly created when the same Recurring order is generated more that once, in the same date range, in sequence… | |
System | Fixed | Reworked compliance check. Tech fails if is missing any certification linked to compliance | |
Recurring Order | Added | Information that the data is being generated | |
System | Added | Complaince Code Editor | New functionality |
Proposal | Fixed | Editing proposals that have been exported to QuickBooks | |
SQLink | Added | Global discount bucket on item taxes |
. | |||
Date: | 04.01.2011 | Version: SME: 7.1.15.109 - SQLink: 7.1.15.27 | DB Version 7.1.15.110 |
Module | Action | Description | Revised SME Functionality |
PO | Fixed | First time a tracking number was entered, it was 'seen' as blank when clicking the button to add it to the list. | |
Vendors | Fixed | Set the grid when changing tabs | |
Orders | Added | Flags to export subcontractor bills on closed orders | Change - use to only export on Invoices |
Orders | Added | Prompt to re-export if the Bill has already been exported | |
Invoices | Added | Copy order flag setting to invoices | |
System | Added | Duplication checks for serial numbers | will prompt user to enter if a dup is found |
SQLink | Added | Export of Closed Bills | |
SQLink | Modified | If a bill has been exported only delete for the specific order and not on combined orders | |
Orders | Added | When saving a Labor record prompt to re-export |
. | |||
Date: | 03.31.2011 | Version: SME: 7.1.15.108 - SQLink: 7.1.15.26 | DB Version 7.1.15.108 |
Module | Action | Description | Revised SME Functionality |
System | Custom Fields | Added logic for partner discounts | |
SQLink | Modified | Screen layout | |
. | |||
Date: | 03.30.2011 | Version: SME: 7.1.15.108 - SQLink: 7.1.15.26 | DB Version 7.1.15.108 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Discount logic | |
SQLink | Modified | Discount logic handling | |
System | Added | Item Discount fields to Price Books (Formerly known as Partner Discounts |
. | |||
Date: | 03.28.2011 | Version: SME: 7.1.14.107 - SQLink: 7.1.15.25 | DB Version 7.1.14.107 |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Listing all techs without emails if Work Flow was turned on | |
Sdispatch | Modified | Removed tasks from activities | |
Proposals | Fixed | Popup when doing a right click on servreq/performed in proposals after being in orders | |
Orders | Fixed | Missing datasource on serices in tab order | |
System | Fixed | Speed issues adding common services to orders | |
Recurring Orders | Fixed | Date on the service item was not set to current date on generation | |
SQLink | Fixed | deletion of items causing unrelated items to be deleted | |
Proposals | Modified | Do not export a QB proposal back to QB | One way sync |
Proposals | Modified | Item handling |
. | |||
Date: | 03.25.2011 | Version: SME: 7.1.13.106 | DB Version 7.1.13.106 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Modified tranvesing modules to enhance speed issues on some networks. | |
System | Fixed | Quick views on proposals, orders, invoices, & payments | |
System | Modified | Include techs with blank zones to lookups | |
Invoice | Fixed | Note menu | |
Order | Fixed | Note menu | |
Order/Invoices | Fixed | Lock Tax functionality |
. | |||
Date: | 03.24.2011 | Version: SME: 7.1.13.106 | DB Version 7.1.13.105 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Modified tranvesing modules to enhance speed issues on some networks. |
. | |||
Date: | 03.23.2011 | Version: SME: 7.1.13.105 - SQLink 7.1.13.24 | DB Version 7.1.13.105 |
Module | Action | Description | Revised SME Functionality |
Proposal | Added | Fields to support Proposal Export to QB | Proposals export to QB |
SQLink | Added | Proposal export logic | |
Activities | Fixed | Alarms not firing | |
System | Modified | Started modifying tranvesing modules to enhance speed issues on some networks. |
. | |||
Date: | 03.22.2011 | Version: SME: 7.1.12.104 | DB Version 7.1.13.105 |
Module | Action | Description | Revised SME Functionality |
Activities | Fixed | Alarm timer | |
Recurring Orders | Fixed | Search Views causing program to lock up | |
Customer | Fixed | Jump to recurring order from history error | |
Customer | Fixed | Maintenance Search lock up | |
Proposal | Added | Proposal fields to allow proposal export | |
Dispatch | Added | Flag to hide some service items in dispatch | |
Customer | Fixed | Refresh from Billing when changing billing on a customer |
. | |||
Date: | 03.21.2011 | Version: SME: 7.1.12.103 | DB Version 7.1.11.99 |
Module | Action | Description | Revised SME Functionality |
Routines | Modified | String text handling for importing to Service table | |
. | |||
Date: | 03.18.2011 | Version: SME: 7.1.12.102 - SQLink 7.1.12.23 | DB Version 7.1.11.99 |
Module | Action | Description | Revised SME Functionality |
System | Modified | Update logic | |
SQLink | Modified | API thread handling |
. | |||
Date: | 03.17.2011 | Version: SME: 7.1.12.101 | DB Version 7.1.11.99 |
Module | Action | Description | Revised SME Functionality |
Contacts | Fixed | Updating phone numbers when modyfing contacts | |
Customer | Fixed | Jump to Scheduled Service and edit or create a new service | |
System | Modified | Hot Key for adding Journal Notes | CTRL+ALT+N |
Orders | Fixed | Vendor was not showing for non inventory items | |
Payments | Fixed | Reducing payment amount when clearing an invoice |
. | |||
Date: | 03.16.2011 | Version: SME: 7.1.11.99 - SQLink 7.1.11.22 | DB Version 7.1.11.99 |
Module | Action | Description | Revised SME Functionality |
System | Added | Land on grid logic. If set will land in the grid instead of the filter row | New system User setting |
System | Added | Hot key functioality | "Ctrl + Shift + T - jumps to details tab (if you aren't already there), adds new text Ctrl + Shift + L - adds new labor Ctrl + Shift + M - adds material Ctrl + Shift + P - Adds Package Ctrl + Shift + S - Adds Service Item Ctrl + Shift + E - Edits item (only from details page) Ctrl + Shift + D - deletes item (only from details page)" |
SQLink | Added | Ignore SME Bill Address when exporting invocies and Proposals | New setting in SQLink |
SQLink | Fixed | Exporting bills and POs when the customer is missing the QB ID |
. | |||
Date: | 03.14.2011 | Version: SME: 7.1.11.98 - SQLink 7.1.11.21 | DB Version 7.1.9.90 |
Module | Action | Description | Revised SME Functionality |
Payments | Fixed | Not always setting the payment properly on the invoice | |
SQLink | Added | Auto Process to the Process Menu | When set SQLink will run process in a loop beginning with the first process and starting over when the last process has completed. |