7.0 Revision History
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| Version | Update | Module | Action |
| 7.0.5.108 | Fixed | Recurring Invoices | Getting 'Error End Date Must be set - even when it was set |
| 7.0.5.108 | Fixed | Inventory | Transfers not happening on first click of 'Transfer All' |
| 7.0.5.108 | Fixed | Setup | Warehouse error when renaming a warehouse |
| 7.0.5.108 | Added | Service / Install / Invoice | Check for and prompt when invoicing an order with jit items. |
| 7.0.5.108 | Fixed | PO | Prompting to export Bill when only PO option was selected |
| 7.0.5.108 | Fixed | Recurring Invoices | Added back missing recurrance information |
| 7.0.5.107 | Fixed | Recurring Invoices | Query for minimum date for generating recurring invoices |
| 7.0.5.106 | Fixed | Import | Vendor information not allowing correct mapping |
| 7.0.5.105 | Fixed | Utilities | Importing to some fields, like zone & zone UID, were not updating |
| 7.0.5.104 | Fixed | Customers | Account number not getting generated when 'auto-generate' account number was set |
| 7.0.5.104 | Fixed | Activities | Clone activity button |
| 7.0.5.104 | Added | System | Login name is now a required field, even if not using login names (due to a unique index ) |
| 7.0.5.104 | Fixed | Work Group Editor | Work Group Cloning logic. Also fixed on : payroll/wage items and price books |
| 7.0.5.104 | Modified | Work Group Editor | Relabeled and moved 'clone' and 'delete' buttons. Also fixed on : payroll/wage items and price books |
| 7.0.5.104 | Fixed | Work Group Editor | Deleting payroll item does not clear from user |
| 7.0.5.103 | Fixed | Customers | Lookup was referencing a legacy subcontractors table when adding a subcontractor to a customer. |
| 7.0.5.103 | Added | Orders / Labor Editor | When adding labor in labor editor, if tech is subcontractor, initialize labor cost from service item. |
| 7.0.5.103 | Fixed | Itemized Invoice | wonkiness while editing mat item on itemized invoice - CNR current version. |
| 7.0.5.103 | Fixed | Invoice | Editing Itemized invoice material grid was not properly closing |
| 7.0.5.103 | Fixed | System | Corrected issue with U.K. taxes |
| 7.0.5.103 | Added | Ordes / Invoicing | Prompt if JIT or allocated item is found when invoicing an order |
| 7.0.5.103 | Fixed | Inventory | Ability to reconcile a single item that had no stock in any warehouse |
| 7.0.5.103 | Modified | Payments | Selecting clear all' - will now not show when paying a single invoice |
| 7.0.5.102 | Modified | Customers | Prompt when changing billable company to alert user that if the customer is in QB than QB must be in single user mode and that if there are payments - QB will not allow the move. |
| 7.0.5.102 | Modified | International | Modified SME/SQLink to use Canadian settings for U.K. import. |
| 7.0.5.102 | Fixed | Issues | Activities from issues - fixed initializing company name on activity. |
| 7.0.5.102 | Fixed | Users | Inactive users shown in assigned to list. |
| 7.0.5.102 | Fixed | Users | Check for actual password change to open confirm password validation. |
| 7.0.5.102 | Fixed | Inventory | Last Sold/Purchased info not updating |
| 7.0.5.102 | Fixed | Combined Invoices | Adding items to an order that has been combined invoiced was re-invoicing items already invoiced in the initial invoice. |
| 7.0.5.102 | Fixed | Inventory | Adding items to an order that has been combined invoiced was not updating inventory sold counts if the item was reserved instead of delivered |
| 7.0.5.102 | Fixed | Users | Item Repair tab not hiding when unchecked for a user. |
| 7.0.5.102 | Modified | Customer Equipment | Added 'Is Equipment' flag to Customer Equipment tab since all items show and users may only want to view actual equipment. |
| 7.0.5.102 | Fixed | Proposal | Class not updating on Service items when set on Rates & Adjustments tab. Note: Existing Proposals with this issue will require that the items be re-added to get the class to display. |
| 7.0.5.102 | Modified | Purchase Orders | Added : prompt to export bill, if Purchase Order options include exporting bills, after items are recirved (instead of autosetting to export) Manually set the flag. |
| 7.0.5.102 | Fixed | Common Services | Was being put in Edit mode twice causing editing a 2nd service impossible without closing and re-opening the program. |
| 7.0.5.102 | Fixed | Proposals | Cloning proposal was initially showing all items instead of the cloned proposal's items. |
| 7.0.5.102 | Fixed | Orders | Can't use drop downs when editing an itemized invoice. |
| 7.0.5.102 | Fixed | Backup | Backups from tools was taking too long to complete. Modified to match that used during an update. |
| 7.0.5.102 | Fixed | Recurring Invoices | Now prompts the user to enter an end date since no end date equals infinate loop for regeneration of invoice. |
| 7.0.5.101 | Fixed | Rolodex | Rolodex search not working |
| 7.0.4.100 | Fixed | Conversion | Tech to user error when converting from 6.3 |
| 7.0.4.99 | Fixed | Invoicing | Issue with code table and invoicing |
| 7.0.4.99 | Fixed | Partial Invoice | Issue with temp table and partial invoices returning ##temp table not found after attempting to invoice a second invoice. |
| 7.0.4.99 | Fixed | RMA | Double receiving on RMA items when returned to stock. |
| 7.0.4.99 | Modified | SQLink | Major changes to SQLink code due to QuickBooks 2010 SDK changes. |
| 7.0.4.98 | Modified | System | Rounding issues when creating invoices. |
| 7.0.4.98 | Fixed | Invoicing | ##Temp Table error when creating a second invoice. |
| 7.0.4.97 | Fixed | Customer: Sub Contractors | Missing fieldname causing error when jumping from subcontractor in customer to Vendor module. |
| 7.0.4.97 | Fixed | Vendors | Lookup list for preferred techs was looking at an obsolete tech table. |
| 7.0.4.96 | Fixed | Orders | Implemented fixes regarding order line items being added/ modified from order details tab. |
| 7.0.4.96 | Fixed | Orders | "Rates & Assignments tab: ""Assigned To"". this field is always populating with Alex Lobe. It isn't updating with the technician on the labor editor. " |
| 7.0.4.96 | Fixed | Invoices | Error when generating percentage invoice - tblCodes not found. |
| 7.0.4.95 | None | All | Not released |
| 7.0.4.94 | Fixed | Reports | Setting parameters in docs module |
| 7.0.4.94 | Added | Dispatch | Change color based on completed status - uses the closed order colors from company setup |
| 7.0.4.94 | Fixed | Grids | Work Group name missing. |
| 7.0.4.93 | None | All | Not released |
| 7.0.4.92 | Fixed | Proposals | Deleting mat item from proposal from materials tab |
| 7.0.4.92 | Fixed | Invoicing | Invoicing an order after the code table had been used, and there is an error invoicing the order and the secondary logic has to take place. |
| 7.0.4.91 | Modification | Reports | Modified transaction logic for reports. |
| 7.0.4.90 | Modification | Rounding | Set currency to be rounded to 2 decimals regardless of Regional & Local settings. |
| 7.0.4.90 | Fixed | Proposal | Error deleting item from Proposal Order Details Tab. |
| 7.0.4.90 | Fixed | Recurring Orders | If blank line was created it could not be deleted. |
| 7.0.4.90 | Modification | Various | Currency formatting hard coded in a few places. (Note : cannot fix for grid summarized totals). |
| 7.0.4.90 | Fixed | Prepaid Used | Incorrect field name error - billedhours. |
| 7.0.4.90 | Fixed | Recurring orders | Added block - custuid must be initialized |
| 7.0.4.90 | Fixed | Combo Boxes | Backspace was no longer triggering event to initialize fields from combos. |
| 7.0.4.90 | Modification | PO | Vendor email missing from form. To be implemented in 7.1 |
| 7.0.4.90 | Fixed | Customer | Incorrect field name 'mainexp' causing error on setting the customer as inactive. |
| 7.0.4.90 | Modification | Conversion | Rewrote ordertech conversion logic to 'spread out' prepaids and invoiced counts. (Tech Code 1014) |
| 7.0.4.89 | Fixed | Proposals | Service item linkup dropping items when adding from service items and looking at the order items details page |
| 7.0.4.89 | Fixed | RMA Return | SME was attempting to apply link status to non-existent items when processing an RMA return receipt which was creating two records. |
| 7.0.4.89 | Fixed | Dispatch / To Do | Lost list source on drop down not filling the list with the techs. Pointed it to use the tech source from dispatch (which is already filtered out by zone and workgroup). |
| 7.0.4.89 | Modification | Projects | Moved check boxes over, so they no longer covered up 1/2 the W, making it look like a V. Also fixed lost Print button. |
| 7.0.4.89 | Modification | Data Connections to MS SQL Server | Raised the connection timeout setting to 10 minutes as MS SQL is randomly dropping connections. |
| 7.0.4.88 | Fixed | Inventory | Initialize vendor item manufacturer from inventory |
| 7.0.4.88 | Fixed | Inventory | Requirement for item number. |
| 7.0.4.87 | Fixed | Invoicing | When converting dollar and percentage invoices, if input amount = remaining balance, invoice at 100 % instead of calculated %. |
| 7.0.4.87 | Fixed | Contracts | Parameter list for the mapping of the phone fields. Fax & Mobile were swapped on save. |
| 7.0.4.87 | Fixed | Reports | Made improvements to report designing module (i.e., when testing the query, test with what is in the editor, not what is in the table) |
| 7.0.4.86 | Fixed | Export Utility | Grid not assigned error in export |
| 7.0.4.86 | Modified | Inventory Reconciliation | Enabled the accept flag so user can accept 0 physical count as a valid number without having to repeatedly enter zero. |
| 7.0.4.86 | Modified | Inventory Reconciliation | Now exports the reconciliation to Excel. |
| 7.0.4.85 | Fixed | Invoice | UID would be too when generating invoices from orders. |
| 7.0.4.85 | Modified | Invoice | Set to iterate through the table and assign a new UID where the UID would be too long. May slow invoice processing. |
| 7.0.4.85 | Fixed | Dispatch | Order detail table record not getting deleted when a labor record is deleted. |
| 7.0.4.85 | Fixed | Customer Balance | Added a final recalc balances when payment is posted to correct rounding issues. |
| 7.0.4.84 | Modified | Inventory Recalculate On Hand, Available, and Reserved | Reset order quaintly calculation and totals. |
| 7.0.4.83 | Modified | Inventory | Not released |
| 7.0.4.82 | Fixed | Recurring Orders | AClass not copied to details when entering an order. |
| 7.0.4.82 | Fixed | Recurring Invoice | Editing existing service item had field error. |
| 7.0.4.81 | Modified | Conversion | Changed tech conversion order of events to first look for the name, then the user name. |
| 7.0.4.81 | Fixed | Customer Equipment | Initialization of On Hand inventory when adding custequipment unrelated to an order. |
| 7.0.4.81 | Added | Tech Code | Auto Run to correct custequip and mat detail issues arising from : previous versions when changing an order item from jit to delivered and creating equipment items not related to an order. |
| 7.0.4.80 | Modified | Price Book | Modified to make Price Book item have precedance and to use the price for the item on the order. |
| 7.0.4.80 | Fixed | Labor Editor | Initialization issues on the Labor Editor. |
| 7.0.4.80 | Fixed | Labor Editor | Scheduled hour calculation would not reset correctly. |
| 7.0.4.80 | Modified | Material Editor | If Price Book is used hide Price Levels settings since they are not used in the calculation. |
| 7.0.4.80 | Modified | Labor Calculation | If scheduled hours are not set, base cost on bill hours |
| 7.0.4.79 | Fixed | Material Editor | Adding labor after adding mat with labor hours would not recalulate totals. |
| 7.0.4.79 | Fixed | Vedor/PO | Selecting item for PO using Vendor settings would take the first item in the inventory. |
| 7.0.4.78 | Modified | Reports | Rollback transaction when report query fails to open |
| 7.0.4.77 | Modified | Labor Editor | Initialize labor rate first from customer custom, then from tech record, but override if any price book or service item rates exist (make Priority - Pricebook, service item, tech, custrate). |
| 7.0.4.77 | Modified | Order Convert | Removed check for temp table existance before dropping the temp table since it was causing ##table errors - temp table not found. |
| 7.0.4.77 | Modified | Labor Editor | Query for subcontractor labor rate. |
| 7.0.4.77 | Fixed | Proposal | Refresh from sales logic query pulling in the first entry in the Sales table. |
| 7.0.4.77 | Fixed | Labor Editor | Tech added to work group was not properly showing due to lookup for the tech. |
| 7.0.4.76 | Added | Tech Code | Tech code 504 to fix email addresses in contacts |
| 7.0.4.76 | Added | Conversion | Queries to update email addresses in contacts |
| 7.0.4.76 | Fixed | Reports | Check for ' commit ' statement in query (since transaction is now started before report query is opened, and rolled back when query is closed, make sure there's no commit statement in between) |
| 7.0.4.76 | Fixed | Fixed Orders | Non tax on fixed rate invoices (service, labor and materials) |
| 7.0.4.76 | Modified | Labor Editor | Sub contractor labor rate is now the labor cost for labor items. |
| 7.0.4.75 | Modified | System | Memo field issue where Memo fields and Notes fields with character counts in excess of 5000 characters were causing SME to slow down. Note: You should remove all Notes fields from your Search Views as this will greatly slow SME on order lookup and load. |
| 7.0.4.74 | Modified | Contracts | Always show web password in contact editor. Note : Changing it for a lead does NOT change it for customer, and vice versa. |
| 7.0.4.74 | Fixed | Utilities | Messages about record not found when recreating inventory, and the item uid, material uid or package uid are blank on the matieral link records. |
| 7.0.4.74 | Modified | System | Changed order of startup events to GET system format settings BEFORE using them to correct issues with corrupted user.ini files. |
| 7.0.4.73 | Fixed | Recurring Order | Customer Address info not updating when generating recurring orders. |
| 7.0.4.73 | Fixed | Recurring Orders | Error when generating task record |
| 7.0.4.73 | Added | Tech Code 427 | Will re-initialize service orders and recalculate those orders where custname is empty from the above issue. |
| 7.0.4.72 | Fixed | User Group | Error changing user name. |
| 7.0.4.72 | Fixed | Recurring Orders | Order Items would not reorder error. |
| 7.0.4.72 | Fixed | PO/Order | Create PO from Order query was incorrect. |
| 7.0.4.72 | Modified | PO | Receive POItem by Serial Number modified to receive JIT items before non jit items. |
| 7.0.4.72 | Modified | System | Update table routine - only perform the update if something in the record has actually changed. |
| 7.0.4.71 | Modified | Proposals, Orders | Modified : if billable hours > 0 use them in conversion. otherwise, use scheduled hours. |
| 7.0.4.71 | Modified | Proposals, Orders | Modified : when posting the proposal task record, set the item quantity on the detail to either the billhours OR the scheduled hours. |
| 7.0.4.71 | Modified | Proposals, Orders | WHAT THIS MEANS: Inputting Scheduled hours with no billing hours will allow the task to be converted on the order. - If the task record is converted with scheduled hours only, then billable hours are set to be less than the scheduled hours. The order items detail status will become 'over converted', and cannot reconvert with the billed hours. |
| 7.0.4.71 | Added | System | Tech code 421 (autorun)update existing prop, order, recurring, ro details with the scheduled hours from task records where the billing hours = 0. |
| 7.0.4.71 | Fixed | Used Prepaid Services | Corrected missing fields error. |
| 7.0.4.71 | Fixed | Notify | System> Company> Notifications> Missing button to edit notification text. |
| 7.0.4.71 | Modified | Recurring invoices | Initialize reference number with contract number. |
| 7.0.4.71 | Fixed | User | Error when user name changes. |
| 7.0.4.70 | No Change at this time. Corrected in version 7.1 | Billing and Sales | Due to the complexity of the issue, will not be fixed in 7.0. data is coming from 2 different contact tables (billing is from customer contact, therefore, data will not show in sales contacts). It is a fixed issue in 7.1 |
| 7.0.4.70 | No Change at this time. Corrected in version 7.1 | Customer | Contact fields not mapping correctly - due to the complexity of the issue, will not be addressed in 7.0 - It is a fixed issue in 7.1 |
| 7.0.4.70 | Fixed | Customer | Contacts table not open error |
| 7.0.4.70 | Fixed | Recurring Invoices | Lost jump on customer name click removed : lookup icon (no code attached |
| 7.0.4.70 | Modification | Customer | When copying from site, set billinguid = cust.UID, to link correctly to contacts table. |
| 7.0.4.70 | Fixed | Generated Recurring Orders | Recopy customer name from customer when generated. |
| 7.0.4.70 | Fixed | Inventory | Library functions called when no library is installed for converting to non inventory item. |
| 7.0.4.69 | Fixed | Customer Equipment | MTBF field was stuck on custom field. |
| 7.0.4.69 | Fixed | Customer Equipment/ Material Editor | Copy from inventory on new records, then override from material record |
| 7.0.4.69 | Modification | Inventory | Limit detail deletes to admin user |
| 7.0.4.68 | Modification | System | Tech code 414 to recalculate customer balances and invoices. |
| 7.0.4.67 | Fixed | Tech Code | 406 The same query was being used in two different places for different things in 406 tech code. |
| 7.0.4.66 | Fixed | 6.3 conversion/tech code 409 | Added autorun tech code 409 to correct the order details that were added/split out through the conversion process. |
| 7.0.4.66 | Modified | Email routines | updated calls to remove/rebuild email library (untested as I don't have the lib) |
| 7.0.4.65 | Fixed | Order Conversion | Corrected the error - An error occurred while processing temp tables. The statement has been terminated. |
| 7.0.4.65 | Fixed | Leads | lead source and lead status not properly initialized |
| 7.0.4.64 | Modification | Customer | Added check and prompt for open recurring orders, open recurring invoices and unexpired maintenance contracts before deactivating a customer |
| 7.0.4.64 | Fixed | PO | Bad field name on vendor items. |
| 7.0.4.63 | Fixed | Customer | Error in duplicating customer. |
| 7.0.4.63 | Modified | Proposal | Extra prompt after converting proposal to an order. |
| 7.0.4.63 | Fixed | System | Null reference when certifying. |
| 7.0.4.62 | Fixed | System | Fixed tech code 102 |
| 7.0.4.62 | Fixed | Orders | Fixed random uid error, I think, when cloning from orderdetail page |
| 7.0.4.62 | Fixed | Orders | Attempt to fix UID generation through a query |
| 7.0.4.61 | Fixed | Home Page | Update Reapplied |
| 7.0.4.61 | Modification | Recurring Orders | Change itemtext on orderdetails for orderservices to come from invoice description, not description |
| 7.0.4.61 | Fixed | Recurring Invoices | Refresh issue to do full refresh, vs quick refresh, as quick refresh was returning recurring records, though none matched the parameters. |
| 7.0.4.61 | Modification | Recurring Orders | Removed restriction of one Recurring Order per customer. However… When adding an item to recurring order from grids, Added logic to search recurring orders, if there is more than one found for the customer |
| 7.0.4.60 | Fixed | System | Notifications not opening when new order is generated. |
| 7.0.4.60 | Modification | Recurring Orders | Modified the generate logic to generate a single days worth of records, advance the date by 1, generate single days worth of records, advance the date by 1, repeat until startdate > end date (start date is last date orders were generated, end date is start date + # of days to generate in advance. |
| 7.0.4.60 | Modification | System | Removed 'activate field services' menu item. |
| 7.0.4.60 | Fixed | Bar Code | Adding items on the fly from the barcode screen. |
| 7.0.4.60 | Fixed | System | Home Screen dead spots issue corrected by component update. |
| 7.0.4.60 | Modification | Dispatch | Positioning of remove tech button. |
| 7.0.4.59 | Fixed | Invoices | Calculation of prepaid hours on invoices was returning the hours, not the totals |
| 7.0.4.59 | Fixed | Recurring Orders | Spelling error on recurring services screen |
| 7.0.4.59 | Fixed | Recurring Orders | Prompt when deleting the order |
| 7.0.4.59 | Fixed | Recurring Orders | Don't allow editing for non existant records |
| 7.0.4.59 | Fixed | Recurring Orders | Changing duration was calculating next date |
| 7.0.4.59 | Fixed | Recurring Orders | Database error when changing service code on recurring order |
| 7.0.4.58 | Modification | Recurring | Logic Added : recurrsive recurring logic - for recurring orders, scheduled services and recurring invoice What this means : if user sets days in advance to 180 it will recusively generate the orders until the date is reached, then print them all up at once |
| 7.0.4.58 | Fixed | System | Temp tables not found error when converting/cloning proposals and orders |
| 7.0.4.58 | Fixed | Reports | Reports for equipment |
| 7.0.4.58 | Noted | Recurring Orders | Setting date to generate 2 weeks from today, and logging in multiple times generates same set of records. Nothing can be done. We assume user only generates once per day. Also, since it will always fall within the two week check, it will probably continue to generate. |
| 7.0.4.58 | Noted | Recurring Orders | Report not generating correctly. Needs clarification. |
| 7.0.4.58 | Fixed | Orders | Fixed : use service order tickets for generated ro setting (company setup, printing, recurring order), since result is service orders, not recurring orders |
| 7.0.4.58 | Fixed | PO | Bad field name 'vpartnum' on custeq |
| 7.0.4.58 | Feature | Leads | Added prompt to check for existing proposals before deleting lead. |
| 7.0.4.57 | Fixed | Labor Editor | Bad field name 'total hours' |
| 7.0.4.57 | Modified | Conversion | If system is set up to NOT estimate labor, don't copy estimated hours to bill hours. |
| 7.0.4.57 | Modified | Conversion | Added tech code 325 - to initialize contact address/phone information from customer(sales) where address1 on the contact is not already set. |
| 7.0.4.56 | Fixed | Leads | Delete Error when deleting a lead. |
| 7.0.4.55 | Fixed | Labor Editor | Tracked down and fixed the 'nontaxable' flag getting set when changing the tech, and the labor item is not set. |
| 7.0.4.55 | Fixed | Dispatch | Tracked down and fixed bad field name when updating proposal from dispatch |
| 7.0.4.54 | Reinstated | Vendors | Reinstated tech code 102 to convert subcontractors to vendors. |
| 7.0.4.53 | Fixed | Projects | Filter when adding items to projects |
| 7.0.4.52 | Modification | PO | Remove restriction that items have to be equipment to include on po. |
| 7.0.4.52 | Fixed | Create PO from order | Dataset not in edit mode error |
| 7.0.4.52 | Fixed | Create PO from order | Initialization items from Vendor Items |
| 7.0.4.52 | Fixed | Order Materials | Initializing items from Vendor items |
| 7.0.4.53 | Fixed | Projects | Filter when adding items to projects |
| 7.0.4.53 | Fixed | Projects | Filter when adding items to projects |
| 7.0.4.52 | Modification | PO | Remove restriction that items have to be equipment to include on po. |
| 7.0.4.52 | Fixed | Create PO from order | Dataset not in edit mode error |
| 7.0.4.52 | Fixed | Create PO from order | Initialization items from Vendor Items |
| 7.0.4.52 | Fixed | Order Materials | Initializing items from Vendor items |
| 7.0.4.52 | Fixed | Invoicing | Bad field name error. |
| 7.0.4.52 | Fixed | Orders | Field not found in quick view |
| 7.0.4.51 | Fixed | Conversion | Copy tech notes to user notes |
| 7.0.4.51 | Fixed | Conversion | Initialization of 'isequipment' flag on converted custeq records |
| 7.0.4.50 | Added | System | Added autorun of tech code 107, which updates the frequency data. |
| 7.0.4.49 | Fixed | Recurring Orders | Multiple issues. Database error when using multiple service & labor items. Generate now causing error. Next generation date was not calculating correctly. |
| 7.0.4.49 | Fixed | System | Navigation buttons not always showing when not in debug mode. Please note. Applying views + the status filter will still result in 'bad counts' - i.e. Do Not select 'Search Closed' and add orders = closed as a filter in the view. |
| 7.0.4.48 | Fixed | Proposals | Converting proposals |
| 7.0.4.47 | Fixed | Fixed Assets | Fixed the search menu for Open/Closed |
| 7.0.4.47 | Fixed | PO | Bad field name when changing shipping address to vendors' address |
| 7.0.4.47 | Fixed | System | Splitter bar position post conversion |
| 7.0.4.47 | Fixed | Orders | Reverse link status call |
| 7.0.4.47 | Fixed | Orders | Double click on Customer Equipment grid not working |
| 7.0.4.47 | Modified | Proposals | Removed Proposal adjustment ability |
| 7.0.4.47 | Fixed | PO/RMA | Fixed various PO and RMA issues |
| 7.0.4.46 | Fixed | Inventory Reconcile | Fixed : temp table layout for physical count, count dif. Field wasn't large enough |
| 7.0.4.46 | Modified | Inventory Reconcile | Removed 'Accept All' and 'Unaccept All', as it is no longer correct (Was based on the physical count being null, which is no longer possible, now set to 0) |
| 7.0.4.45 | Fixed | Recurring Orders | Name' not found |
| 7.0.4.45 | Fixed | Invoice | Calculating invoiced status |
| 7.0.4.44 | Fixed | 6.0 conversion | The shelf and bin was not filling in for the material detail. |
| 7.0.4.44 | Fixed | Invoice total | Adding 'trip charge' into combined invoice totals. |
| 7.0.4.43 | Fixed | System | Error when calculating the pricebook rates for not-inventory items and the price book is set to use either stock or fixed values. |
| 7.0.4.42 | Feature | System | Show a record count - not doable due to fact a query loads record sets… |
| 7.0.4.42 | Feature | Stored Docs folder | Set default folder for Stored Documents |
| 7.0.4.42 | Feature | Dispatch | Block out unavailable tech time from dispatch |
| 7.0.4.42 | Fixed | Order/Invoices | Lookup query for assigned to on order/invoices |
| 7.0.4.42 | Fixed | Inventory/edit | Price Book - Is active flag removed |
| 7.0.4.42 | Fixed | System | Document directory wasn't being store correctly |
| 7.0.4.42 | Modified | Packages | Implemented routines for adding package items to order. (made it through non-broken, now working through broken out and group) ***logic can only take place on select package, click okay. Logic cannot take place when simply switching tabs, because record is in insert/edit mode. |
| 7.0.4.41 | Fixed | Labor Editor | Corrected 'endtime' error. |
| 7.0.4.41 | Feature | Labor Editor | Added option to create for 'x' days, where x is a minimum (and default) of 1. for each day, will create a labor record, incrementing the scheduled date by 1. Please note : holidays, weekends, unavailable times, schedule conflicts, etc, are not checked or calculated for. |
| 7.0.4.40 | Added | dialogs | If record is in edit/insert mode, prompt to save record before close. |
| 7.0.4.40 | Fixed | Partials | Divide by 0 error when converting labor records with 0 billable hours |
| 7.0.4.40 | Modification | Material Editor | Implemented : smeroutines of apply hold logic. |
| 7.0.4.40 | Modification | System | Implemented new home screen |
| 7.0.4.40 | Implemented | Material Editor | Implemented library updates for create Material Link |
| 7.0.4.40 | Fixed | Orders | Refresh tax table after library recalculates the order |
| 7.0.4.39 | Fixed | Prepaid hours | Lost lookup when adding prepaid hours |
| 7.0.4.39 | Fixed | Prepaid hours | Error on form for name |
| 7.0.4.39 | Fixed | Contracts | Missing field error when equipment is found on existing contracts |
| 7.0.4.38 | Fixed | Vendors | Contact logic from contact lookup. Rest of contact info not implemented in Vendors. |
| 7.0.4.38 | Fixed | Dispatch | Zone filter. Added : Apply font color setting to order list items. |
| 7.0.4.38 | Fixed | Invoice, proposals | Access violation when attempting to convert the lookup source on lists to a temporary table, when the lookup source has been lost. |
| 7.0.4.38 | Fixed | Invoice, proposals | Fixed : lost lookup sources on the fixed totals tab. |
| 7.0.4.37 | Database | Tables | Database rebuild required for this update! Backup your data prior to updating! |
| 7.0.4.37 | Added | Modified DB | Added flags : addLists and addcontacts to user group table |
| 7.0.4.37 | Added | System | Added : multiple indexes for Master Search. |
| 7.0.4.37 | Fixed | Invoice export | Located issue preventing packaged service items from exporting to QuickBooks |
| 7.0.4.37 | Fixed | Packages on orders | Fixed : initialization of service items in packages. |
| 7.0.4.37 | Added | Global | Implemented new flags for lists and contacts |
| 7.0.4.37 | Fixed | System | When adding contacts on the fly, call the logic to format/unformat the address blocks and phone fields |
| 7.0.3.36 | Database | Tables | Database rebuild required for this update! Backup your data prior to updating! |
| 7.0.3.36 | Modified | 6.0 Conversion | Finished : 'conversion without clone' logic |
| 7.0.3.36 | Modified | System | Show assigned to in activities grids. |
| 7.0.3.36 | Added | Setup | Added/implemented default doc directory |
| 7.0.3.36 | Modified | Global forms | Modified doc directory - initialized from company setup. |
| 7.0.3.36 | Added | Defaults | Added : default directory for documents. |
| 7.0.3.35 | Fixed | System Startup | Startup check for recurring invoices when Canadian date format wasn't correct. |
| 7.0.3.35 | Fixed | Dispatch | Form speed when initially opening the system |
| 7.0.3.35 | Fixed | Dispatch | Filter on labor that was making the labor records get created, but the record was getting lost in dispatch |
| 7.0.3.34 | Feature | System | Add cust doc directory to master records |
| 7.0.3.34 | Modification | Inventory | Added : action menu item to inventory to convert existing data to noninventory. Prompts for confirmation, and creates a transaction record |
| 7.0.3.34 | Added | Utilities | Added: Disable/enable triggers on inventory detail records before/after rebuild inventory logic |
| 7.0.3.34 | Feature | Purchase Orders | Added : vendor notes to PO, so user can store vendor passwords.... |
| 7.0.3.34 | Feature | System | Implemented : doc directory as a global form function. Button is 'directory' on stored docs tab. One per record. Initialized from 'master' record where applicable. (i.e., set on customer, will update new order records). |
| 7.0.3.33 | Fixed | Search Views | Fixed issue with Search not opening in all modules. |
| 7.0.3.33 | Implemented | Orders/inventory | If Non-inventory item is added to an order, hide the customer equipment flag and the vendor information, as the item is not tracked in inventory, and cannot be a piece of customer equipment. |
| 7.0.3.33 | Implemented | PO/Inventory | For non inventory items, keep track of on order counts. Once the item is recieved, available counts do not increase. |
| 7.0.3.33 | Implemented | Non Inventory | When a non inventory is used, no material link, no material detail, no inventory detail is created. PO items are, but when received, no material detail is created. |
| 7.0.3.33 | Fixed | Activities | Hide, don't close, form. it isn't fully going away, even when it's supposed to be 'freeing' the form. |
| 7.0.3.32 | Modification | Create | When starting the application, check for existance of database through query, not through getting database list. |
| 7.0.3.32 | Implemented | Leads | Ability to be able to select a billable company for sales leads and proposals. |
| 7.0.3.32 | Add | Issues | Implemented DateIn as date/time, not just date format |
| 7.0.3.32 | Add | Issues | Implemented ordertype, hyperlink to jump to order. |
| 7.0.3.32 | Add | Tech Code | 126 to update ordernumber and type for existing issues. Autorun on version change |
| 7.0.3.32 | Fix | Customer | Article # in grid not pointing to correct field |
| 7.0.3.32 | Modified | Inventory | Implemented non inventory flag to page |
| 7.0.3.32 | Add | Inventory | Add - NonInventory link status code |
| 7.0.3.32 | Add | Inventory | Add - if flagged as non-inventory, Hide tabs on inventory screen, do not process holds and link status changes (will always be noninventory status, and counts are not maintained) |
| 7.0.2.31 | Add | Customer | Convert Date - to track when customer was converted from a lead |
| 7.0.2.31 | Add | Issues | Added fields Order number, and order type |
| 7.0.2.31 | Add | Leads | Added billing uid to link to billable company. |
| 7.0.2.31 | Fix | Orders | Fixed actions on pop up menu for close/reopen. |
| 7.0.2.31 | Fix | System Wide | Fixed status label when status of record changes |
| 7.0.2.31 | Add | Leads | Prompt before delete if lead has proposals. |
| 7.0.2.31 | Add | Contracts | Added close contract function to contracts |
| 7.0.2.31 | Feature | Customer | Implemented convert date. please note ; not initialized on existing data. |
| 7.0.2.31 | Feature | Leads | Implemented : link Leads to Billing company. Please note : not cross maintained. Changing the billing address in leads will not change the address in customer, and vise versa. CANNOT BE DONE IN PROPOSALS, as there can only be one |
| 7.0.2.30 | Fixed | Payments | Top panel was locked out, couldn't save or cancel new payment |
| 7.0.2.30 | Fixed | Search Views Menu | Was not initialized on startup |
| 7.0.2.30 | Modified | System wide | Errors on date format of dd/mm/yyyy |
| 7.0.2.30 | Modification | View Search | Move menu items around |
| 7.0.2.29 | Modification | Error reporting | Change 911 flag to only show error, NOT put program in debug mode. |
| 7.0.2.29 | Modification | Error reporting | Added : when an exception occurs, and the exception concerns a database error, show the error dialog box regardless of debug and showmessage flags. If the error window comes up, that means there is a database error. don't encourage the users to ignore the error. |
| 7.0.2.29 | Fixed | Common Services | Common services with special chars in name not handled correctly |
| 7.0.2.29 | Modification | Views | Now able to handle view w/special chars. |
| 7.0.2.28 | In Process | All | Addressing speed issues. |
| 7.0.2.28 | Fixed | Calback editor | fixed : missing field name when doing a 'jump to activity' from the activity list |
| 7.0.2.28 | Feature | Dispatch | double click on unavailable time in grid brings up unavailable editor |
| 7.0.2.28 | Modification | All | Added : tech code 915/916 to turn debug on and off. |
| 7.0.2.27 | Fixed | Inventory | Fix : when use library, routine was creating duplicate inventory detail records for same location through the add stock location screen. |
| 7.0.2.27 | Fixed | Inventory | Fixed : Material detail getting created with reserved quantity under specific conditions. |
| 7.0.2.27 | Modification | Main Use home page | Added : Exclude home page from resizer processing. |
| 7.0.2.27 | Fixed | All | Tracked down and fixed status label not changing when : viewing inactive customer, do a master search, double click on an active customer. |
| 7.0.2.26 | Fixed | Conversion | Wasn't always getting field list for custeq and matlink in order to do the batchdump at the end of the custeq conversion |
| 7.0.2.26 | Modification | Conversion | When doing the verify version for autoupdates, and if using the library, disable then re-enable the triggers |
| 7.0.2.26 | Modification | Tech Codes | Added tech code 115 to disable trigges, tech code 116 to enable them. |
| 7.0.2.26 | Fixed | Lists | When zone name changes, update vendors and invoices |
| 7.0.2.26 | Fixed | Proposals | Reseting tax rates when changing tax group |
| 7.0.2.25 | Fixed | Invoicing | Billing address not getting copied to invoices. Added code to clear the filter on the billing table and to not copy it if it's empty. |
| 7.0.2.25 | Fixed | Dispatch | Saving 'all zones' preference |
| 7.0.2.25 | Fixed | Service Items | Wrong field in use when calculating price book totals |
| 7.0.2.25 | Modified | Main Form | Possibly finished the home page |
| 7.0.2.24 | Fix | Returns | Credit amount was incorrect, due to tax rate not getting divided by 100. |
| 7.0.2.24 | Added | Proposal | Copy proposal end date to order due date on clone. |
| 7.0.2.23 | Fix | Payments | Moved datachange events to after insert edit. |
| 7.0.2.23 | Reverted | SME | Changed exe name back to sme5 |
| 7.0.2.22 | Update | Report Builder | "Updated to Reportbuilder 11.07" |
| 7.0.2.22 | Fix | VendItems | Vendor and Man. part number on venditem editor were the same field when selecting 'v' when adding PO items, only search vendor table not the inventory table. |
| 7.0.2.22 | Fix | VendItems | ref. VendItems when adding broken out package to order |
| 7.0.2.22 | Fix | VendItems | ref. VendItems when autoreceiving PO items |
| 7.0.2.22 | Feature | Main form | Added : home page to main screen, home button. |
| 7.0.2.22 | Removed | Main form | Removed logic to ensure all datasets are closed between jumps. I will continue to monitor for open datasets (debug mode still shows what datasets are open) |
| 7.0.2.22 | Renamed | Main form | Changed exe name from sme5 to sme6 |
| 7.0.2.21 | DB Update | Database | dbase version 7.0.2.21 |
| 7.0.2.21 | Feature | Vendor Items | Added fields : MPartNum, vPartNum, Landed (as boolean), POCost, Preferred (boolean), |
| 7.0.2.21 | Feature | Vendor | Added function : Link to Inventory - allows linking a part to specific inventory item. |
| 7.0.2.21 | Feature | Vendor | Added function (right click menu on products) - jump to inventory |
| 7.0.2.21 | Feature | Vendor Item | Editor : Added MPartNum, vPartNum, Preferred flag, Landed flag, PO Cost |
| 7.0.2.21 | Feature | Inventory | Added : Vendors tab, grid, editor. in editor,only nonsub, active vendors are allowed. |
| 7.0.2.21 | Feature | Mat editor | Added : when changing the vendor, if there is a matching vendor/item combo, update the cost from the vendor items table, recalculate pricebook settings based on the new vendor cost. |
| 7.0.2.21 | Feature | Mat Editor | Added : filter out sub vendors from dropdown |
| 7.0.2.21 | Feature | PO from order | If venditem is found for item/vendor combination, init cost on PO from the PO cost |
| 7.0.2.21 | Feature | Receive PO | When receiving the item, look for item/vendor combination in item/vendor. IF the venditem is found, set Inventory cost from venditem, else, use cost from po item. ***note : Item cost is in COMPANIES currency. PO Cost may be in VENDORS currency. The 'landed' flag is ONLY for the PO cost. Future feature (not yet defined), will be to update the po costs as currency exchange rates change.(International Customers) |
| 7.0.2.21 | Feature | PO Items | Added: 'v' button to limit inventory search to items in venditems |
| 7.0.2.21 | Feature | PO Items | Added : when adding an item, if matching vendor/item found use po cost from venditems |
| 7.0.2.21 | Fix | Import | Added : vendorname to lookups, fixed : trying to open dest table before defining the name |
| 7.0.2.21 | Added | Tech code 108 | Initializes various fields in venditem table |
| 7.0.2.20 | Fix | Inventory | Fix 1 : when new detail records were being created (for new locations), was using the wrong inventory record for initializing the new record |
| 7.0.2.20 | Fix | Inventory | Fix 2 : recaclulate all modified inventory records at the end of the process |
| 7.0.2.20 | Fix | Inventory | Several fixes - change to the use of temp tables vs. mem tables, which helped clear alot of the issues up, Fixed some refresh issues, ordering issues, etc. |
| 7.0.2.20 | Fix | Recurring orders | Fixed calculation of frequency index. does not apply to 6.3, as was introduced with the change where the frequency names were changed. |
| 7.0.2.20 | Fix | Status label | CNR status label going wonky, but am telling to update anyway. |
| 7.0.2.19 | Fix | CustEQuip | Remove sorting from custeq tree, since modifying data that is sorted hoses it. |
| 7.0.2.19 | Fix | Orders | Fixed : divide by 0 error when invoicing an order, and the order has 0 scheduled or billed hours |
| 7.0.2.18 | DB Update | Database | dbase version 7.0.2.18 |
| 7.0.2.18 | Added | PO | PO to recurring order (issue 2022) |
| 7.0.2.18 | Added | User Default | Default service item and wage item to smpuser |
| 7.0.2.18 | Added | Cust Eq | RefNo (string) to custequip |
| 7.0.2.18 | Improvement | Sort order box | Fixed : centering to screen. Added : up/down buttons to allow sort order changes without having to do a remove/add. |
| 7.0.2.18 | Fix | Dispatch | Not saving/restoring zone - Fixed where not correctly using blank zone for order query |
| 7.0.2.18 | Fix | User | Double encryption of password |
| 7.0.2.18 | Fix | Recurring Orders | Item grouping not copying over when creating order |
| 7.0.2.18 | Modification | Setup | Change wording on a checkbox |
| 7.0.2.18 | Addition | Recurring Orders | Implemented PO Number |
| 7.0.2.18 | Addition | CustEquip | Implemented Refno as a string field, user edit only, no calc performed at this time. |
| 7.0.2.18 | Addition | Labor Edit | When assigning a tech, if the wage/service item are not set, set them from the defaults on the user table. |
| 7.0.2.17 | Fix | Main Form | F8 functionality is missing |
| 7.0.2.17 | Fix | Contracts | Fixed : toggle on clone logic |
| 7.0.2.17 | Fix | Customer | Copying cust to sales lead error : |
| 7.0.2.17 | Fix | RMA | Missing field name 'isquipment' |
| 7.0.2.17 | Fix | RMA receive | Dataset not in edit/insert when receiving an item as a credit to an invoice |
| 7.0.1.16 | Fix | Orders | tblOrderStatus: Field 'COLOR' not found |
| 7.0.1.15 | Modification | Conversion | New tech code to create contacts from vendors. To fix existing data, run tech code 917. |
| 7.0.1.15 | Modification | Conversion | Update the custeqlink in rma items from matlinkUIDs |
| 7.0.1.15 | Modification | Activities | In the activities list; don't show the activities belonging to the current user unless they haven't been assigned to another user or workgroup. |
| 7.0.1.15 | Fix | Activities | Fixed the description when creating an activity from a module and the module has neither a name or a custname field |
| 7.0.1.15 | Fix | Customer | Inconsistant actions when toggling the billable fields and jumping to a billable company from a non billable company. |
| 7.0.1.15 | Mod | Customer | Show all related company records, including 'siblings', changed/removed some fields in that grid, |
| 7.0.1.15 | Fix | CustEquipment | Delete misspelled word in popup menu |
| 7.0.1.15 | Fix | CustEquipment | Delete wasn't working for items that had no child items assigned |
| 7.0.1.15 | Mod | Vendors | Moved contacts to first tab, implemented contact as lookup |
| 7.0.1.14 | Fix | Material Editor | Calculating combo color on orders. |
| 7.0.1.13 | Fix | User Security | Buttons showing when having readonly permissions |
| 7.0.1.13 | Fix | Payments | Hidden error when creating a payment from anywhere but the payment screen |
| 7.0.1.12 | Fix | Payments | Fixed subcontractor list. |
| 7.0.1.11 | Added | General | If the database connection to MS SQL Server is lost, check for the datapath used to iniaite the session. If not found report network error. If user elects to retry connection, disconnect all, jump to start page, try to reconnect. |
| 7.0.1.11 | Fix | Proposals | Divide by 0 error when prepaid hours/count = 0 when converting proposals to orders. |
| 7.0.1.11 | Fix | Itemized Orders | Can't expand details on itemized invoices after adding material items. |
| 7.0.1.11 | Fix | Purchase Order | Creating a new purchase order from the PO module |
| 7.0.1.11 | Fix | Email Reports | Don't use old option for html email. Only use pdf attachments. |
| 7.0.1.10 | Modification | User Groups | Double click now opens the records for editing |
| 7.0.1.9 | Added | Preferences | Email encryption method using SSL to user table |
| 7.0.1.8 | Added | Help > System | System info dialog box |
| 7.0.1.8 | Fix | Customer | Customer table was encountering errors when converting a proposal where the customer did not already exist |
| 7.0.1.8 | Fix | Contracts | Don't prompt for save on adding new contacts |
| 7.0.1.8 | Fix | Order/Service editor | Lost lookup for subcontractors on service item editor |
| 7.0.1.8 | Added | Projects | Zone and workgroup to tech filter search on projects |
| 7.0.1.8 | Fix | Purchase Order | Hide the bar code entry box on barcode screen |
| 7.0.1.8 | Fix | Inventory | Refresh issue when saving material records |
| 7.0.0.7 | Added | Activities | Workgroup and Assigned to to Activities |
| 7.0.0.7 | Added | Dispatch | User user zone and user work group to filters on dispatch |
| 7.0.0.7 | Added | Icons | Changed dispatch icon to a date icon to make it different from the activities icon |
| 7.0.0.7 | Added | Users | Default work group and zones to users - used for filtering defaults on dispatch, projects and activities |
| 7.0.0.7 | Fix | Activities | Activities button on main form icon now matches the activities button on the module form. |
| 7.0.0.7 | Fix | Proposals | Converting proposal to order when the customer does not exist |
| 7.0.0.7 | Modified | Customer | Expanded customer status to 200 to match sales status |
| 7.0.0.7 | Added | Projects | Zone and workgroup to Projects |
| 7.0.0.7 | Fix | RMA | New button showing when rma in edit mode |
| 7.0.0.7 | Fix | RMA | Vendor> Actions> Locate RMA |
| 7.0.0.6 | Fix | Material Editor | Deleting non broken package items were not handled correctly |
| 7.0.0.6 | Fix | Material Editor | Location drop down not showing correct counts |
| 7.0.0.6 | Fix | Material Editor | You can now add item, select stock, and change location in the same material transaction. |
| 7.0.0.6 | Fix | Packages | Non-broken out package items were added multiple times to orders |
| 7.0.0.5 | Added | General | Remove prompt to save new records on combo box changes |
| 7.0.0.5 | Fix | Invoicing | Misspelled 'been' when deleting an invoiced order |
| 7.0.0.4 | Fix | Search | Master search not finding master field in master search when search type = 'notes' |
| 7.0.0.4 | Fix | Proposals | Added cell and fax to proposal subcontractor grid |
| 7.0.0.4 | Fix | Customer | Could not set billable contacts |
| 7.0.0.4 | Fix | Material Editor | When in the material editor, after selecting the inventory item, bring up search dialog box for details. If the item is serialized, set quantity based on detail selection, only for serialized items. |
| 7.0.0.4 | Fix | Subcontractors | Telephone fields in subcontractor tabs |
| 7.0.0.4 | Fix | Inventory/PO | No longer allow empty serial numbers when adding serialized inventory |
| 7.0.0.4 | Fix | Inventory | Stock tab not refreshing when adding multiple inventory items |
| 7.0.0.3 | Fix | General | Now saves data where the data has a preceding space, and the space is deleted or data does not have a preceding space, and a space is added. |
| 7.0.0.3 | Added | Material Editor | When adding/editing material details, if the 'force jit' is changed, AND non jit records are found, Prompt the user to allow autodelete of selected items, or to manually delete those items themselves before allowing the flag to change. |
| 7.0.0.3 | Fix | Material Editor | Location queries on material editor and custeq screens |
| 7.0.0.3 | Added | Material Editor | When clicking 'ok' on the material editor, if the selected vs wanted counts do not match, prompt the user to auto fix the quantity (i.e., user enters 5 quantity, picks 10 items, prompt will be there's a mismatch between quantity and selected, if user clicks yes, quantity gets updated to 10. If they click no, form will not close). |
| 7.0.0.2 | Added | Material Editor | When in the material detail editor, limit the location to all locations that are not set as 'site' location, or the customer's location |
| 7.0.0.2 | Added | Payments | Subcontractor message flag - when checked, and when saving payments, if payments are to invoices that contain subcontractor data in the order services or order task tables, then display subcontractor name and total cost. |
| 7.0.0.2 | Added | Purchase Order | Export PO Bill flag for SQLink users. When checked, the 'export bill' on PO's, is set on receipt of material items |
| 7.0.0.1 | Fix | Search | Master search initialization from main form removed customer equipment and material links from master searches |
| 7.0.0.1 | Added | Setup | Made class on PO's not required, regardless of the make class required flag on setup |
| 7.0.0.1 | Fix | Users | Order of events when editing a user, changing the password, then saving without exiting the password field. |
| 7.0.0.1 | Fix | Customer | Showing used prepaid hours on customer info tabs |
| 7.0.0.1 | Fix | Invoicing | Invoice screen still using old 'edit details' field, vs specific detail edit security flags |
| 7.0.0.1 | Fix | SLA Category | If sla category = no charge, and record is not fixed, set total charge = 0 |