SME 7.0 Version updates, functionality corrections, programming changes.

Version

Update/Action

Module

Action

 

7.0.4.99	Fixed	Invoicing	Issue with code table and invoicing
7.0.4.99	Fixed	Partial Invoice	Issue with temp table and partial invoices returning ##temp table not found after attempting to invoice a second invoice.
7.0.4.99	Fixed	RMA	Double receiving on RMA items when returned to stock.
7.0.4.99	Modified	SQLink	Major changes to SQLink code due to QuickBooks 2010 SDK changes.

7.0.4.98	Modified	System	Rounding issues when creating invoices.
7.0.4.98	Fixed	Invoicing	##Temp Table error when creating a second invoice.

7.0.4.96	Fixed	Orders	Implemented fixes regarding order line items being added/ modified from order details tab.
7.0.4.96	Fixed	Orders	Rates & Assignments tab: "Assigned To". this field is always populating with Alex Lobe. It isn't updating with the technician on the labor editor.
7.0.4.96	Fixed	Invoices	Error when generating percentage invoice - tblCodes not found.

7.0.4.95

None

All

Not released

7.0.4.94	Fixed	Reports	Setting parameters in docs module.
7.0.4.94	Added	Dispatch	Change color based on completed status - uses the closed order colors from company setup.

7.0.4.93

None

All

Not released

7.0.4.92	Fixed	Proposals	Deleting mat item from proposal from materials tab
7.0.4.92	Fixed	Invoicing	Invoicing an order after the code table had been used, and there is an error invoicing the order and the secondary logic has to take place.

7.0.4.91

Modification

Reports

Modified transaction logic for reports.

7.0.4.90	Modification	Rounding	Set currency to be rounded to 2 decimals regardless of Regional & Local settings.
7.0.4.90	Fixed	Proposal	Error deleting item from Proposal Order Details Tab.
7.0.4.90	Fixed	Recurring orders	If blank line was created it could not be deleted.
7.0.4.90	Modification	various	Currency formatting hard coded in a few places. (Note : cannot fix for grid summarized totals).
7.0.4.90	Fixed	Prepaid Used	Incorrect field name error - billed hours.
7.0.4.90	Fixed	Recurring orders	Added block - custuid must be initialized
7.0.4.90	Fixed	Combo Boxes	Backspace was no longer triggering event to initialize fields from combos.
7.0.4.90	Modification	PO	Vendor email missing from form. To be implemented in 7.1
7.0.4.90	Fixed	Customer	Incorrect field name 'mainexp' causing error on setting the customer as inactive.
7.0.4.90	Modification	Conversion	Rewrote ordertech conversion logic to 'spread out' prepaids and invoiced counts. (Tech Code 1014)

7.0.4.89	Fixed	Proposals	Service item linkup dropping items when adding from service items and looking at the order items details page
7.0.4.89	Fixed	RMA Return	SME was attempting to apply link status to non-existent items when processing an RMA return receipt which was creating two records.
7.0.4.89	Fixed	Dispatch/To Do	Lost list source on drop down not filling the list with the techs. Pointed it to use the tech source from dispatch (which is already filtered out by zone and workgroup).
7.0.4.89	Modification	Projects	Moved check boxes over, so they no longer covered up 1/2 the W, making it look like a V. Also fixed lost Print button.
7.0.4.89	Modification	Data Connection to MS SQL Server	Raised the connection timeout setting to 10 minutes as MS SQL is randomly dropping connections.

7.0.4.88	Fixed	Inventory	Initialize vendor item manufacturer from inventory
7.0.4.88	Fixed	Inventory	Requirement for item number.

7.0.4.87	Fixed	Invoicing.	When converting dollar and percentage invoices, if input amount = remaining balance, invoice at 100 % instead of calculated %.
7.0.4.87	Fixed	Contacts	Parameter list for the mapping of the phone fields. Fax & Mobile were swapped on save.
7.0.4.87	Fixed	Reports	Made improvements to report designing module (i.e., when testing the query, test with what is in the editor, not what is in the table)

7.0.4.86	Fixed	Export Utility	Grid not assigned error in export
7.0.4.86	Modified	Inventory Reconciliation	Enabled the accept flag so user can accept 0 physical count as a valid number without having to repeatedly enter zero.
7.0.4.86	Modified	Inventory Reconciliation	Now exports the reconciliation to Excel.

7.0.4.85	Fixed	Invoice	UID would be too when generating invoices from orders.
7.0.4.85	Modified	Invoice	Set to iterate through the table and assign a new UID where the UID would be too long. May slow invoice processing.
7.0.4.85	Fixed	Dispatch	Order detail table record not getting deleted when a labor record is deleted.
7.0.4.85	Fixed	customer balance	Added a final recalc balances when payment is posted to correct rounding issues.

7.0.4.84

Modified

Invenotory

Recalculate On Hand, Available, and Reserved. Reset order quaint calculation and totals.

7.0.4.83

Modified

Inventory

Not released

7.0.4.82	Fixed	Recurring orders	Class not copied to details when entering an order.
7.0.4.82	Fixed	Recurring Invoice	Editing existing service item had field error.

7.0.4.81	Modified	Conversion	Changed tech conversion order of events to first look for the name, then the user name.
7.0.4.81	Fixed	Custequip	Initialization of On Hand inventory when adding custequipment unrelated to an order.
7.0.4.81	Added	Tech code	Auto Run to correct custequip and mat detail issues arising from : previous versions when changing an order item from JIT to delivered and creating equipment items not related to an order.

7.0.4.80	Modified	Price Book	Modified to make Price Book item have precedence and to use the price for the item on the order.
7.0.4.80	Fixed	Labor Editor	Initialization issues on the Labor Editor.
7.0.4.80	Fixed	Labor Editor	Scheduled hour calculation would not reset correctly.
7.0.4.80	Modified	Material Editor	If Price Book is used hide Price Levels settings since they are not used in the calculation.
7.0.4.80	Modified	Labor Calculation	If scheduled hours are not set, base cost on bill hours

7.0.4.79	Fixed	Material Editor	Adding labor after adding mat with labor hours would not recalculate totals.
7.0.4.79	Fixed	Vendor/PO	Selecting item for PO using Vendor settings would take the first item in the inventory.

7.0.4.78

Modified

Reports

Rollback transaction when report query fails to open

7.0.4.77	Modified	Labor editor	Initialize labor rate first from customer custom, then from tech record, but override if any price book or service item rates exist (make Priority - Pricebook, service item, tech, custrate).
7.0.4.77	Modified	Order convert	Removed check for temp table existence before dropping the temp table since it was causing ##table errors - temp table not found.
7.0.4.77	Modified	Labor editor	Query for subcontractor labor rate.
7.0.4.77	Fixed	Proposal	Refresh from sales logic query pulling in the first entry in the Sales table.
7.0.4.77	Fixed	Labor editor	Tech added to work group was not properly showing due to lookup for the tech.

7.0.4.76	Added	Tech code	Tech code 504 to fix email addresses in contacts
7.0.4.76	Added	Conversion	Queries to update email addresses in contacts
7.0.4.76	Fixed	Reports	Check for ' commit ' statement in query (since transaction is now started before report query is opened, and rolled back when query is closed, make sure there's no commit statement in between)
7.0.4.76	Fixed	Orders	Non tax on fixed rate invoices (service, labor and materials)
7.0.4.76	Modified	Labor Editor	Sub contractor labor rate is now the labor cost for labor items.

7.0.4.75

Modified

System

Memo field issue where Memo fields and Notes fields with character counts in excess of 5000 characters were causing SME to slow down. Note: You should remove all Notes fields from your Search Views as this will greatly slow SME on order lookup and load.

7.0.4.74	Modified	Contacts	Always show web password in contact editor. Note : Changing it for a lead does NOT change it for customer, and vice versa.
7.0.4.74	Fixed	Utilities	Messages about record not found when recreating inventory, and the item UID, material UID or package UID are blank on the material link records.
7.0.4.74	Modified	System	Changed order of startup events to GET system format settings BEFORE using them to correct issues with corrupted user.ini files.

7.0.4.73	Fixed	Recurring Orders	Customer Address info not updating when generating recurring orders.
7.0.4.73	Fixed	Recurring Orders	Error when generating task record
7.0.4.73	Added	Tech code 427	Will re-initialize service orders and recalculate those orders where customer is empty from the above issue.

7.0.4.72	Fixed	User Group	Error changing user name.
7.0.4.72	Fixed	Recurring orders	Order Items would not reorder causing an error.
7.0.4.72	Fixed	PO/Order	Create PO from Order query was incorrect.
7.0.4.72	Modified	PO	Receive POItem by Serial Number modified to receive JIT items before non jit items.
7.0.4.72	Modified	System	Update table routine - only perform the update if something in the record has actually changed.

7.0.4.71	Modified	Proposals, Orders	Modified : if billable hours > 0 use them in conversion. otherwise, use scheduled hours.
7.0.4.71	Modified	Proposals, Orders	Modified : when posting the proposal task record, set the item quantity on the detail to either the billhours OR the scheduled hours.
7.0.4.71	Modified	Proposals, Orders	WHAT THIS MEANS: Inputting Scheduled hours with no billing hours will alloow the task to be converted on the order. - If the task record is converted with scheduled hours only, then billable hours are set to be less than the scheduled hours. The order items detail status will become 'over converted', and cannot reconvert with the billed hours.
7.0.4.71	Added	System	Tech code 421 (autorun)update existing prop, order, recurring, ro details with the scheduled hours from task records where the billing hours = 0.
7.0.4.71	Fixed	Used Prepaid Services	Corrected missing fields error.
7.0.4.71	Fixed	Notify	System> Company> Notifications> Missing button to edit notification text.
7.0.4.71	Modified	Recurring invoices	Initialize reference number with contract number.
7.0.4.71	Fixed	User	Error when user name changes.

7.0.4.70	No Change at this time. Corrected in version 7.1	Billing and Sales	Due to the complexity of the issue, will not be fixed in 7.0. data is coming from 2 different contact tables (billing is from customer contact, therefore, data will not show in sales contacts). It is a fixed issue in 7.1
7.0.4.70	No Change at this time. Corrected in version 7.1	Customer	Contact fields not mapping correctly - due to the complexity of the issue, will not be addressed in 7.0 - It is a fixed issue in 7.1
7.0.4.70	Fixed	Customer	Contacts table not open error.
7.0.4.70	Fixed	Recurring Invoices	Lost jump on customer name click removed lookup icon.
7.0.4.70	Modification	Customer	When copying from site, set billinguid = cust.UID, to link correctly to contacts table.
7.0.4.70	Fixed	Generated Recurring Orders	Recopy customer name from customer when generated.
7.0.4.70	Fixed	Inventory	Library functions called when no library is installed for converting to non inventory item.

7.0.4.69	Fixed	Customer Equipment	MTBF field was stuck on custom field.
7.0.4.69	Fixed	Customer Equipment / Material Editor	Copy from inventory on new records, then override from material record
7.0.4.69	Modification	Inventory	Limit detail deletes to admin user

7.0.4.68

Modification

System

Tech code 414 to recalculate customer balances and invoices.

7.0.4.67

Fixed

Tech Code 406

The same query was being used in two different places for different things in 406 tech code.

7.0.4.66	Fixed	6.3 conversion/tech code 409	Added autorun tech code 409 to correct the order details that were added/split out through the conversion process.
7.0.4.66	Modified	Email Routines	updated calls to remove/rebuild email library

7.0.4.65	Fixed	Order Conversion	Corrected the error - An error occurred while processing temp tables. The statement has been terminated.
7.0.4.65	Fixed	Leads	lead source and lead status not properly initialized

7.0.4.64	Modification	Customer	Added check and prompt for open recurring orders, open recurring invoices and unexpired maintenance contracts before deactivating a customer
7.0.4.64	Fixed	PO	Bad field name on vendor items.

7.0.4.63	Fixed	Customer	Error in duplicating customer.
7.0.4.63	Modified	Proposal	Extra prompt after converting proposal to an order.
7.0.4.63	Fixed	System	Null reference when certifying.

7.0.4.62	Fixed	System	Fixed tech code 102
7.0.4.62	Fixed	Orders	Fixed random uid error, I think, when cloning from orderdetail page
7.0.4.62	Fixed	Orders	Attempt to fix UID generation through a query

7.0.4.61	Fixed	Home Page	Update reapplied.
7.0.4.61	Modification	Recurring orders	Change itemtext on orderdetails for orderservices to come from invoice description, not description
7.0.4.61	Fixed	Recurring Invoices	Refresh issue to do full refresh, vs quick refresh, as quick refresh was returning recurring records, though none matched the parameters.
7.0.4.61	Modification	Recurring orders	Removed restriction of one Recurring Order per customer. However… When adding an item to recurring order from grids, Added logic to search recurring orders, if there is more than one found for the customer

7.0.4.60	Fixed	System	Notifications not opening when new order is generated.
7.0.4.60	Modification	Recurring Orders	Modified the generate logic to generate a single days worth of records, advance the date by 1, generate single days worth of records, advance the date by 1, repeat until startdate > end date (start date is last date orders were generated, end date is start date + # of days to generate in advance.
7.0.4.60	Modification	System	Removed 'activate field services' menu item.
7.0.4.60	Fixed	Bar Code	Adding items on the fly from the barcode screen.
7.0.4.60	Fixed	System	Home Screen dead spots issue corrected by component update.
7.0.4.60	Modification	Dispatch	Positioning of remove tech button.

7.0.4.59	Fixed	Invoices	Calculation of prepaid hours on invoices was returning the hours, not the totals
7.0.4.59	Fixed	Recurring Orders	Spelling error on recurring services screen
7.0.4.59	Fixed	Recurring Orders	Prompt when deleting the order
7.0.4.59	Fixed	Recurring Orders	Don't allow editing for non existant records
7.0.4.59	Fixed	Recurring Orders	Changing duration was calculating next date
7.0.4.59	Fixed	Recurring Orders	Database error when changing service code on recurrng order

7.0.4.58	Modification	Recurring Logic	Added : recurrsive recurring logic - for recurring orders, scheduled services and recurring invoice What this means : if user sets days in advance to 180 it will recusively generate the orders until the date is reached, then print them all up at once
7.0.4.58	Fixed	System	Temp tables not found error when converting/cloning proposals and orders
7.0.4.58	Fixed	Reports	Reports for equipment
7.0.4.58	Noted	Recurring Orders	Setting date to generate 2 weeks from today, and logging in multiple times generates same set of records. Nothing can be done. We assume user only generates once per day. Also, since it will always fall within the two week check, it will probably continue to generate.
7.0.4.58	Noted	Recurring Orders	Report not genrating correctly. Needs clarification.
7.0.4.58	Fixed	Orders	Fixed : use service order tickets for generated ro setting (company setup, printing, recurring order), since result is service orders, not recurring orders
7.0.4.58	Fixed	PO	Bad field name 'vpartnum' on custeq
7.0.4.58	feature	Leads	Added prompt to check for existing proposals before deleting lead.

7.0.4.57	Fixed	Labor Edtor	Bad field name 'total hours'
7.0.4.57	Modified	Conversion	If system is set up to NOT estimate labor, don't copy estimated hours to bill hours.
7.0.4.57	Modified	Conversion	Added tech code 325 - to initialize contact address/phone information from customer(sales) where address1 on the contact is not already set.

7.0.4.56

Fixed

Leads

Delete Error when deleting a lead.

7.0.4.55	Fixed	Labor editor	Tracked down and fixed the 'nontaxable' flag getting set when changing the tech, and the labor item is not set.
7.0.4.55	Fixed	Dispatch	Tracked down and fixed bad field name when updating proposal from dispatch

7.0.4.54

Reinstated

Vendors

Reinstated tech code 102 to convert subcontractors to vendors.

7.0.4.53

Fixed

Projects

Filter when adding items to projects

7.0.4.52	Modification	PO	Remove restriction that items have to be equipment to include on po.
7.0.4.52	Fixed	Create PO from order	Dataset not in edit mode error
7.0.4.52	Fixed	Create PO from order	Initialization items from Vendor Items
7.0.4.52	Fixed	Order Materials	Initializing items from Vendor items
7.0.4.52	Fixed	Invoicing	Bad field name error.
7.0.4.52	Fixed	Orders	Field not found in quickv view

7.0.4.51	Fixed	Conversion	Copy tech notes to user notes
7.0.4.51	Fixed	Conversion	Initialization of 'isequipment' flag on converted custeq records

7.0.4.50

Added

System

Added autorun of tech code 107, which updates the frequency data.

7.0.4.49	Fixed	Recurring Orders	Multiple issues. Database error when using multiple service & labor items. Generate now causing error. Next generation date was not calculating correctly.
7.0.4.49	Fixed	System	Navigation buttons not always showing when not in debug mode. Please note. Applying views + the status filter will still result in 'bad counts' - i.e. Do Not select 'Search Closed' and add orders = closed as a filter in the view.

7.0.4.48

Fixed

Proposals

Converting proposals

7.0.4.47	Fixed	Fixed Assets	Fixed the search menu for Open/Closed
7.0.4.47	Fixed	PO	Bad field name when changing shipping address to vendors' address
7.0.4.47	Fixed	System	Splitter bar position post conversion
7.0.4.47	Fixed	Orders	Reverse link status call
7.0.4.47	Fixed	Orders	Double click on Customer Equipment grid not working
7.0.4.47	Modified	Proposal	Removed Proposal adjustment ability
7.0.4.47	Fixed	PO/RMA	Fixed various PO and RMA issues

7.0.4.46	Fixed	Inventory Reconcile	Fixed : temp table layout for physical count, count dif. Field wasn't large enough
7.0.4.46	Modified	Inventory Reconcile	Removed 'Accept All' and 'Unaccept All', as it is no longer correct (Was based on the physical count being null, which is no longer possible, now set to 0)

7.0.4.45	Fixed	Recurring Orders	Name not found
7.0.4.45	Fixed	Invoice	Calculating invoiced status

7.0.4.44	Fixed	6.0 conversion	The shelf and bin was not filling in for the material detail.
7.0.4.44	Fixed	invoice total	Adding 'trip charge' into combined invoice totals.

7.0.4.43

Fixed

System

Error when calculating the pricebook rates for not-inventory items and the price book is set to use either stock or fixed values.

7.0.4.42	Feature	System	Show a record count - not doable due to fact a query loads record sets…
7.0.4.42	Feature	Stored Docs folder	Set default folder for Stored Documents
7.0.4.42	Feature	Dispatch	Block out unavailable tech time from dispatch
7.0.4.42	Fixed	order/invoices	Lookup query for assigned to on order/invoices
7.0.4.42	Fixed	inventory/edit	Price Book - Is active flag removed
7.0.4.42	Fixed	System	Document directory wasn't being store correctly
7.0.4.42	Modified	Packages	Implemented routines for adding package items to order. (made it through non-broken, now working through broken out and group) ***logic can only take place on select package, click okay. Logic cannot take place when simply switching tabs, because record is in insert/edit mode.

7.0.4.41	Fixed	Labor Editor	Corrected 'endtime' error.
7.0.4.41	Feature	Labor editor	Added option to create for 'x' days, where x is a minimum (and default) of 1. for each day, will create a labor record, incrementing the scheduled date by 1. Please note : holidays, weekends, unavailable times, schedule conflicts, etc, are not checked or calculated for.

7.0.4.40	Added	Message Dialogs	If record is in edit/insert mode, prompt to save record before close.
7.0.4.40	Fixed	Partial Invoice	Divide by 0 error when converting labor records with 0 billable hours
7.0.4.40	Modification	Material Editor	Implemented : smeroutines of apply hold logic.
7.0.4.40	Modification	System	Implemented new home screen
7.0.4.40	Implemented	Material Editor	Implemented library updates for create Material Link
7.0.4.40	Fixed	Orders	Refresh tax table after library recalculates the order

7.0.4.39	Fixed	Prepaid hours	Lost lookup when adding prepaid hours
7.0.4.39	Fixed	Prepaid hours	Error on form for name
7.0.4.39	Fixed	Contracts	Missing field error when equipment is found on existing contracts

7.0.4.38	Fixed	Vendors	Contact logic from contact lookup. Rest of contact info not implemented in Vendors.
7.0.4.38	Fixed	Dispatch	Zone filter. Added : Apply font color setting to order list items.
7.0.4.38	Fixed	Invoice, proposals	Access violation when attempting to convert the lookup source on lists to a temporary table, when the lookup source has been lost.
7.0.4.38	Fixed	Invoice/proposals	Fixed : lost lookup sources on the fixed totals tab.

7.0.4.37	Database	Tables	Database rebuild required for this update! Backup your data prior to updating!
7.0.4.37	Added	Modified DB	Added flags : addLists and addcontacts to user group table
7.0.4.37	Added	System	Added : multiple indexes for Master Search.
7.0.4.37	Fixed	Invoice export	Located issue preventing packaged service items from exporting to QuickBooks
7.0.4.37	Fixed	Packages on orders	Fixed : initialization of service items in packages.
7.0.4.37	Added	Global	Implemented new flags for lists and contacts
7.0.4.37	Fixed	System	When adding contacts on the fly, call the logic to format/unformat the address blocks and phone fields

7.0.3.36	Database	Tables	Database rebuild required for this update! Backup your data prior to updating!
7.0.3.36	Modified	6.0 Conversion	Finished : 'conversion without clone' logic
7.0.3.36	Modified	System	Show assigned to in activities grids.
7.0.3.36	Add	Setup	Added/implemented default doc directory
7.0.3.36	Modified	global forms	Modified doc directory - initialized from company setup.
7.0.3.36	Add	Defaults	Added : default directory for documents.

7.0.3.35	Fixed	System Startup	Startup check for recurring invoices when Canadian date format wasn't correct.
7.0.3.35	Fixed	Dispatch	Form speed when initially opening the system
7.0.3.35	Fixed	Dispatch	Filter on labor that was making the labor records get created, but the record was getting lost in dispatch

7.0.3.34	Featrue	System	Add cust doc directory to master records
7.0.3.34	Modification	Inventory	Added : action menu item to inventory to convert existing data to noninventory. Prompts for confirmation, and creates a transaction record
7.0.3.34	Added	Utilities	Added: Disable/enable triggers on inventory detail records before/after rebuild inventory logic
7.0.3.34	Feature	Purchase Orders	Added : vendor notes to PO, so user can store vendor passwords....
7.0.3.34	Feature	System	Implemented : doc directory as a global form function. Button is 'directory' on stored docs tab. One per record. Initialized from 'master' record where applicable. (i.e., set on customer, will update new order records).

7.0.3.33	Fixed	Search Views	Fixed issue with Search not opening in all modules.
7.0.3.33	Implemented	Orders/inventory	If Non-inventory item is added to an order, hide the customer equipment flag and the vendor information, as the item is not tracked in inventory, and cannot be a piece of customer equipment.
7.0.3.33	Implemented	PO/Inventory	For non inventory items, keep track of on order counts. Once the item is recieved, available counts do not increase.
7.0.3.33	Implemented	NonInventory	When a non inventory is used, no material link, no material detail, no inventory detail is created. PO items are, but when received, no material detail is created.
7.0.3.33	Fixed	Activities	Hide, don't close, form. it isn't fully going away, even when it's supposed to be 'freeing' the form.

7.0.3.32	Modification	Create	When starting the application, check for existance of database through query, not through getting database list.
7.0.3.32	Implemented	Leads	Ability to be able to select a billable company for sales leads and proposals.
7.0.3.32	Add	Issues	Implemented DateIn as date/time, not just date format
7.0.3.32	Add	Issues	Implemented ordertype, hyperlink to jump to order.
7.0.3.32	Add	Tech Code	126 to update ordernumber and type for existing issues. Autorun on version change
7.0.3.32	Fixed	Customer	Article # in grid not pointing to correct field
7.0.3.32	Modification	Inventory	Implemented non inventory flag to page
7.0.3.32	Add	Inventory	Add - NonInventory link status code
7.0.3.32	Add	Inventory	Add - if flagged as non-inventory, Hide tabs on inventory screen, do not process holds and link status changes (will always be noninventory status, and counts are not maintained)

7.0.2.30	Fixed	Payments	Top panel was locked out, couldn't save or cancel new payment
7.0.2.30	Fixed	Search Views Menu	Was not initialized on startup
7.0.2.30	Modified	System wide	Errors on date format of dd/mm/yyyy
7.0.2.30	Modification	View Search	Move menu items around

7.0.2.29	Modification	Error reporting	Change 911 flag to only show error, NOT put program in debug mode.
7.0.2.29	Modification	Error reporting	Added : when an exception occurs, and the exception concerns a database error, show the error dialog box regardless of debug and showmessage flags. If the error window comes up, that means there is a database error. don't encourage the users to ignore the error.
7.0.2.29	Fixed	Common Services	Common services with special chars in name not handled correctly
7.0.2.29	Modification	Views	Now able to handle view w/special chars.

7.0.2.27	Fixed	Inventory	Fix : when use library, routine was creating duplicate inventory detail records for same location through the add stock location screen.
7.0.2.27	Fixed	Inventory	Fixed : Material detail getting created with reserved quantity under specific conditions.
7.0.2.27	Modification	Main	Use home page. Added : Exclude home page from resizer processing.
7.0.2.27	Fixed	All	Tracked down and fixed status label not changing when : viewing inactive customer, do a master search, double click on an active customer.

7.0.2.26	Fixed	Conversion	Wasn't always getting field list for custeq and matlink in order to do the batchdump at the end of the custeq conversion
7.0.2.26	Modification	Conversion	When doing the verify version for autoupdates, and if using the library, disable then re-enable the triggers
7.0.2.26	Modification	Tech Codes	Added tech code 115 to disable trigges, tech code 116 to enable them.
7.0.2.26	Fixed	Lists	When zone name changes, update vendors and invoices
7.0.2.26	Fixed	Proposals	Reseting tax rates when changing tax group

 

7.0.2.25	Fixed	Invoicing	Billing address not getting copied to invoices. Added code to clear the filter on the billing table and to not copy it if it's empty.
7.0.2.25	Fixed	Dispatch	Saving 'all zones' preference
7.0.2.25	Fixed	Service Items	Wrong field in use when calculating price book totals
7.0.2.25	Modified	Main form	Possibly finished the home page

7.0.2.24	Fixed	Returns	Credit amount was incorrect, due to tax rate not dividing by 100.
7.0.2.24	Added	Proposal	Copy proposal end date to order due date on clone.

7.0.2.23

Fixed

Payments

Moved datachange events to after insert edit.

7.0.2.22	Update	Report Builder	Updated to Reportbuilder 11.07
7.0.2.22	Fixed	VendItems	Vendor and Man. part number on venditem editor were the same field when selecting 'v' when adding PO items, only search vendor table not the inventory table.
7.0.2.22	Fixed	VendItems	ref. VendItems when adding broken out package to order
7.0.2.22	Fixed	VendItems	ref. VendItems when autoreceiving PO items
7.0.2.22	Added	Main form	Home page to main screen, home button.
7.0.2.22	Removed	Main form	Removed logic to ensure all datasets are closed between jumps. I will continue to monitor for open datasets (debug mode still shows what datasets are open)
7.0.2.22	Renamed	Main form	Changed exe name from sme5 to sme6

7.0.2.21	DB Update	Database	dbase version 7.0.2.21
7.0.2.21	Feature	Vendor Items	Added fields : MPartNum, vPartNum, Landed (as boolean), POCost, Preferred (boolean),
7.0.2.21	Feature	Vendor	Added function : Link to Inventory - allows linking a part to specific inventory item.
7.0.2.21	Feature	Vendor	Added function (right click menu on products) - jump to inventory
7.0.2.21	Feature	Vendor Items	Editor : Added MPartNum, vPartNum, Preferred flag, Landed flag, PO Cost
7.0.2.21	Feature	Inventory	Added : Vendors tab, grid, editor. in editor,only nonsub, active vendors are allowed.
7.0.2.21	Feature	Mat Editor	Added : when changing the vendor, if there is a matching vendor/item combo, update the cost from the vendor items table, recalculate pricebook settings based on the new vendor cost.
7.0.2.21	Feature	Mat Editor	Added : filter out sub vendors from dropdown
7.0.2.21	Feature	PO from Order	If venditem is found for item/vendor combination, init cost on PO from the PO cost
7.0.2.21	Feature	Receive PO	When receiving the item, look for item/vendor combination in item/vendor. IF the venditem is found, set Inventory cost from venditem, else, use cost from po item. ***note : Item cost is in COMPANIES currency. PO Cost may be in VENDORS currency. The 'landed' flag is ONLY for the PO cost. Future feature (not yet defined), will be to update the po costs as currency exchange rates change.(International Customers)
7.0.2.21	Feature	PO Items	Added: 'v' button to limit inventory search to items in venditems
7.0.2.21	Feature	PO Items	Added : when adding an item, if matching vendor/item found use po cost from venditems
7.0.2.21	Fixed	SImport	Added : vendorname to lookups, fixed : trying to open dest table before defining the name
7.0.2.21	Added	Tech code 108	Initializes various fields in venditem table

7.0.3.20	Fixed	Inventory	Fix 1 : when new detail records were being created (for new locations), was using the wrong inventory record for initializing the new record
7.0.3.20	Fixed	Inventory	Fix 2 : recaclulate all modified inventory records at the end of the process
7.0.3.20	Fixed	Inventory	Several fixes - change to the use of temp tables vs. mem tables, which helped clear alot of the issues up, Fixed some refresh issues, ordering issues, etc.
7.0.3.20	Fixed	Recurring orders	Fixed calculation of frequency index. does not apply to 6.3, as was introduced with the change where the frequency names were changed.
7.0.3.20	Fixed	Status label	Status label disappering.

7.0,.2.19	Fixed	CustEQuip	Remove sorting from custeq tree, since modifying data that is sorted hoses it.
7.0,.2.19	Fixed	Orders	Fixed : divide by 0 error when invoicing an order, and the order has 0 scheduled or billed hours

7.0.2.18	DB Update	Database	dbase version 7.0.2.18
7.0.2.18	Added	PO	PO to recurring order (issue 2022)
7.0.2.18	Added	User	Default service item and wage item to smpuser
7.0.2.18	Added	Cust Eq	RefNo (string) to custequip
7.0.2.18	Improvement	Sort order box	Fixed : centering to screen. Added : up/down buttons to allow sort order changes without having to do a remove/add.
7.0.2.18	Fixed	Dispatch	Not saving/restoring zone - Fixed where not correctly using blank zone for order query
7.0.2.18	Fixed	user	Double encryption of password
7.0.2.18	Fixed	Recurring Orders	Item grouping not copying over when creating order
7.0.2.18	Modification	Setup	Change wording on a checkbox
7.0.2.18	Fixed	About	Fix address in about box
7.0.2.18	Addition	Recurring Orders	Implemented PO Number
7.0.2.18	Addition	CustEquip	Implemented Refno as a string field, user edit only, no calc performed at this time.
7.0.2.18	Addition	Labor Edit	When assigning a tech, if the wage/service item are not set, set them from the defaults on the user table.

7.0.2.17	Fixed	Main Form	F8 functionality is missing
7.0.2.17	Fixed	Contracts	Fixed : toggle on clone logic
7.0.2.17	Fixed	Customer	Copying cust to sales lead error :
7.0.2.17	Fixed	RMA	Missing field name 'isquipment'
7.0.2.17	Fixed	RMA receive	Dataset not in edit/insert when receiving an item as a credit to an invoice

7.0.1.16

Fixed

Orders

tblOrderStatus: Field 'COLOR' not found

7.0.1.15	Modification	Conversion	New tech code to create contacts from vendors. To fix existing data, run tech code 917.
7.0.1.15	Modification	Conversion	Update the custeqlink in rma items from matlinkUIDs
7.0.1.15	Modification	Activities	In the activities list; don't show the activities belonging to the current user unless they haven't been assigned to another user or workgroup.
7.0.1.15	Fixed	Activities	Fixed the description when creating an activity from a module and the module has neither a name or a custname field
7.0.1.15	Fixed	Customer	Inconsistant actions when toggling the billable fields and jumping to a billable company from a non billable company.
7.0.1.15	Mod	Customer	Show all related company records, including 'siblings', changed/removed some fields in that grid,
7.0.1.15	Fixed	CustEquipment	Delete misspelled word in popup menu
7.0.1.15	Fixed	CustEquipment	Delete wasn't working for items that had no child items assigned
7.0.1.15	Mod	Vendors	Moved contacts to first tab, implemented contact as lookup

7.0.1.14

Fixed

Material Editor

Calculating combo color on orders.

7.0.1.13	Fixed	User Security	Buttons showing when having readonly permissions
7.0.1.13	Fixed	Payments	Hidden error when creating a payment from anywhere but the payment screen

7.0.1.12

Fixed

Payments

Fixed subcontractor list.

7.0.1.11	Added	General	If the database connection to MS SQL Server is lost, check for the datapath used to iniaite the session. If not found report network error. If user elects to retry connection, disconnect all, jump to start page, try to reconnect.
7.0.1.11	Fixed	Proposals	Divide by 0 error when prepaid hours/count = 0 when converting proposals to orders.
7.0.1.11	Fixed	Itemized Orders	Can't expand details on itemized invoices after adding material items.
7.0.1.11	Fixed	Purchase Order	Creating a new purchase order from the PO module
7.0.1.11	Fixed	Email Reports	Don't use old option for html email. Only use pdf attachments.

7.0.1.10

Modification

User Groups

Double click now opens the records for editing

7.0.1.9

Added

Preferences

Email encryption method using SSL to user table

7.0.1.8	Added	Help>System	System info dialog box
7.0.1.8	Fixed	Customer	Customer table was encountering errors when converting a proposal where the customer did not already exist
7.0.1.8	Fixed	Contacts	Don't prompt for save on adding new contacts
7.0.1.8	Fixed	Order/Service editor	Lost lookup for subcontractors on service item editor
7.0.1.8	Added	Projects	Zone and workgroup to tech filter search on projects
7.0.1.8	Fixed	Purchase Order	Hide the bar code entry box on barcode screen
7.0.1.8	Fixed	Inventory	Refresh issue when saving material records

7.0.0.7	Added	Activities	Workgroup and Assigned to to Activities
7.0.0.7	Added	Dispatch	User user zone and user work group to filters on dispatch
7.0.0.7	Added	Icons	Changed dispatch icon to a date icon to make it different from the activities icon
7.0.0.7	Added	Users	Default work group and zones to users - used for filtering defaults on dispatch, projects and activities
7.0.0.7	Fixed	Activities	Activities button on main form icon now matches the activities button on the module form.
7.0.0.7	Fixed	Proposals	Converting proposal to order when the customer does not exist
7.0.0.7	Modified	Customer	Expanded customer status to 200 to match sales status
7.0.0.7	Added	Projects	Zone and workgroup to Projects
7.0.0.7	Fixed	RMA	New button showing when rma in edit mode
7.0.0.7	Fixed	RMA	Vendor> Actons> Locate RMA

7.0.0.6	Fixed	Material Editor	Deleting non broken package items were not handled correctly
7.0.0.6	Fixed	Material Editor	Location drop down not showing correct counts
7.0.0.6	Fixed	Material Editor	You can now add item, select stock, and change location in the same material transaction.
7.0.0.6	Fixed	Packages	Non-broken out package items were added multiple times to orders

7.0.0.5	Added	General	Remove prompt to save new records on combo box changes
7.0.0.5	Fixed	Invoicing	Misspelled 'been' when deleting an invoiced order

7.0.0.4	Fixed	Search	Master search not finding master field in master search when search type = 'notes'
7.0.0.4	Fixed	Proposals	Added cell and fax to proposal subcontractor grid
7.0.0.4	Fixed	Customer	Could not set billable contacts
7.0.0.4	Fixed	Material Editor	When in the material editor, after selecting the inventory item, bring up search dialog box for details. If the item is serialized, set quantity based on detail selection, only for serialized items.
7.0.0.4	Fixed	Subcontractors	Telephone fields in subcontractor tabs
7.0.0.4	Fixed	Inventory/PO	No longer allow empty serial numbers when adding serialized inventory
7.0.0.4	Fixed	Inventory	Stock tab not refreshing when adding multiple inventory items

7.0.0.3	Fixed	General	Now saves data where the data has a preceding space, and the space is deleted or data does not have a preceding space, and a space is added.
7.0.0.3	Added	Material Editor	When adding/editing material details, if the 'force jit' is changed, AND non jit records are found, Prompt the user to allow autodelete of selected items, or to manually delete those items themselves before allowing the flag to change.
7.0.0.3	Fixed	Material Editor	Location queries on material editor and custeq screens
7.0.0.3	Added	Material Editor	When clicking 'ok' on the material editor, if the selected vs wanted counts do not match, prompt the user to auto fix the quantity (i.e., user enters 5 quantity, picks 10 items, prompt will be there's a mismatch between quantity and selected, if user clicks yes, quantity gets updated to 10. If they click no, form will not close).

7.0.0.2	Added	Material Editor	When in the material detail editor, limit the location to all locations that are not set as 'site' location, or the customer's location
7.0.0.2	Added	Payments	Subcontractor message flag - when checked, and when saving payments, if payments are to invoices that contain subcontractor data in the order services or order task tables, then display subcontractor name and total cost.
7.0.0.2	Added	Purchase Order	Export PO Bill flag for SQLink users. When checked, the 'export bill' on PO's, is set on receipt of material items

 

7.0.0.1	Fixed	Search	Master search initialization from main form removed customer equipment and material links from master searches
7.0.0.1	Added	Setup	Made class on PO's not required, regardless of the make class required flag on setup
7.0.0.1	Fixed	Users	Order of events when editing a user, changing the password, then saving without exiting the password field.
7.0.0.1	Fixed	Customer	Showing used prepaid hours on customer info tabs
7.0.0.1	Fixed	Invoicing	Invoice screen still using old 'edit details' field, vs specific detail edit security flags
7.0.0.1	Fixed	SLA Category	If sla category = no charge, and record is not fixed, set total charge = 0