Editing SME 8.0 - New features and functionality

==Open Issues from Beta:==
# Formatting with indented bulleting not working.
# Extra spaces in formatting or upon print
# Printing dollar signs rather than bullets for Canada

==Features==
<br><span style="color: rgb(255, 102, 0);">All notes fields changed from RTF to HTML</span>
<br>All reports are also converted including custom reports.
<br> New editor for notes to support HTML
<br>Automatically converts fields from RTF to HTML upon upgrade

<br>Notice on the Work Requested tab, the right click menu changed. To apply formatting to your text, you need to right click and select '''Edit''' (image below)
<br>[[File:RightClickMenuOptionChange.png]]
<br>
<br><span style="color: rgb(255, 102, 0);">Hierarchical Classes.  Class and subclass handling</span>
<br>If class and subclass are setup in QB this will sync into SME with this hierarchy
<br>Lookup icon next to classes to see the hierarchy.  Full name uses colon : to separate class and subclasses.
<br>[[File:ClassSearchWindowChange.png]]
<br>Drop down shows as Class:Subclass:Sub-Subclass like in the image below.
<br>[[File:ClassParentThenChild.png]]


<br><span style="color: rgb(255, 102, 0);">Totals Tab Shows Profit Margin</span>
<br> Profit Margin (Gross Margin percent) on Totals in Proposals, Service Orders, Install Orders and Invoices     
<br> Consistent totals screen in proposals, orders, invoices
<br>Profit Margin available in all these areas (proposals, orders, invoices)
<br>[[File:ServiceOrderTotalsTabChange.png]]

<br>
<br><span style="color: rgb(255, 102, 0);">Billing hours rounding</span>
<br>Billing hours rounding:  Able to set the billing hours increment in minutes and allow roundup or normal math rounding. This is in Setup>Company>System along with the dispatch and hours settings.
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<br><span style="color: rgb(255, 102, 0);">Auto- reserve non-serialized items</span>
<br>Auto-reserve items that are not serialized option.  This will simplify inventory allocation so that non-serialized inventory items do not need to be picked or reserved.
<br>[[File:AutoReserveNonSerializedItemsOption.png]]

<br><span style="color: rgb(255, 102, 0);">Default Export option to send only Billing Customers to QuickBooks</span>
<br>If you want to only sync the new Billing customers you create from SME to QuickBooks, you will want to check '''Billing Company Only''' in Setup > Company > Order (image below)
<br>[[File:DefaultExportNewCustomers_BillingOnly.png]]

<br><span style="color: rgb(255, 102, 0);">Customer Lists tab on contracts</span>
<br>Customer Lists and Customer History now shows in  Maintenance Contracts   
<br>Allows users to see customer lists and history including custom fields without having to jump to the customer
<br>
<br><span style="color: rgb(255, 102, 0);">Time Tracking Table</span>
<br>Added separate table for time tracking called taskdetail that can be connected to order and ordertask (labor item)
<br>
<br><span style="color: rgb(255, 102, 0);">Billing Status changes</span>
<br> Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours.  
<br> Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”
<br>Billing status can be set as default in following areas:
<br>- Setup>Company>Customer Defaults>Rates and Charges Defaults.  This will allow setting of a default billing status for any newly generated customers.
<br>- Customer>Rates.  Once set all orders created for this customer will have this default billing status
<br>- Service or Install Orders>Details and Settings.  Once billing status is set, all new labor created will use this billing status but it can be changed.
<br>-Service or Install Orders>Order Items>Labor.  
<br>
<br><span style="color: rgb(255, 102, 0);">Packages</span>
<br> Packages are now always broken out into line items
<br>
<br><span style="color: rgb(255, 102, 0);">PO receive now reversible</span>
<br>[[File:ReverseReceipt.png]]
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<br><span style="color: rgb(255, 102, 0);">GL entry changes</span>
<br>Modifications to cost on PO items get sent to qb GL adjustments (if GL entries are being used)
<br>Invoices deleted in SME will remove the GL entries in QB on sync
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<br><span style="color: rgb(255, 102, 0);">Internal Use Flag</span>
<br> ‘Internal use’ flag on line items = print hide on orderdetails.