Revision History

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PROGRAM REVISION HISTORY for SME 7

Click Here for 8.0 Revision History

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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
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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


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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


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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


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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


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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


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Date: 09.18.2013 Version SME: 7.2.18.186
Module Action Description Revised SME Functionality
Not Released Not Released
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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


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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


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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
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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)
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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
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Date: 07.25.2013 Version SME: 7.2.18.179
Module Action Description Revised SME Functionality
Custom Tables Added Custom tables for Recurring invoices
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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
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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
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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
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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
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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
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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


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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


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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


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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
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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
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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


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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
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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


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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


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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
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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
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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
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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
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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
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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
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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
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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
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Date: 02.14.2013 Version SME: 7.2.13.135 - Selected Release
Module Action Description Revised SME Functionality
Routines Modified Inventory Allocation material handling
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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
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Date: 02.08.2013 Version SME: 7.2.13.134 - Selected Release
Module Action Description Revised SME Functionality
System Modified Routine queries Not Released
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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
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Date: 01.10.2013 Version SME: 7.2.12.132/SQLink 7.2.12.51 - Not Released
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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


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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


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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.
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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


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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
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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.
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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


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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


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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


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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
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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
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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
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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
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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
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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
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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
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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…


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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.
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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
Email 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.


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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
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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
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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
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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
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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


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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.
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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.
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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
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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


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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
Email 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
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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.


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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.
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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.
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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
Email 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
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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
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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


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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.


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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
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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.
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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.
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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
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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
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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.
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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


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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
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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
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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
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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
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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
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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
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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
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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


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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


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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


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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
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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
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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



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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)


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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)
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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
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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
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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


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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


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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
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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
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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


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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.
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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


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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


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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
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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


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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
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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


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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
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Date: 09.02.2011 Version SME:7.1.22.176 DB Version 7.1.22.176
Module Action Description Revised SME Functionality
Email Added Assigned to, Taken By, Lead Tech, Dispatch Tech, All Techs, and Contact to order status table for managing email to techs & dispatchers
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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
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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
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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
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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
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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
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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
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Date: 08.12.2011 Version SME: 7.1.22.169 DB Version 7.1.22.164
Module Action Description Revised SME Functionality
Routines Email 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
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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
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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
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Date: 08.05.2011 Version SME: 7.1.22.166 DB Version 7.1.22.164
Module Action Description Revised SME Functionality
Email 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


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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
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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
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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
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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


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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


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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
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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
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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
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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
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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
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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
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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


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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 Email If there's an error setting up the port make a record of the error


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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.


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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


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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.
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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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
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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
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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
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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
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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.
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