SME 8.0 - Revision History

Revision History for SME 8

SME 8.0 - New features and functionality

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Date:	03.10.2014	Version SME: 8.0.2.37
Module	Action	Description	Revised SME Functionality
System	Modified	Conversion - now correctly handles user groups if blank
Dispatch	Modified	Now includes custom fields in the with colors in the planner	New Functionality
Auto Email	Modified	Now have a customizable field for the separator line in emails	New Functionality . Date: 03.10.2014 Version SME: 8.0.2.37 Module Action Description Revised SME Functionality System Modified Conversion - now correctly handles user groups if blank Dispatch Modified Now includes custom fields in the with colors in the planner New Functionality Auto Email Modified Now have a customizable field for the separator line in emails New Functionality Dispatch Fixed Dispatch Refresh issue . Date: 03.04.2014 Version SME: 8.0.2.36 Module Action Description Revised SME Functionality Dispatch Modified Data issue from 7.2 in dispatch display PO Modified PO item had been tied to an order, received, and deleted from the order. Causing issue when syncing to QB PO Fixed QB Adjustments not always syncing - also locking SQLink PO Fixed QB Vendor credits when the reference was in excess of the QB limit of 20 characters Orders Modified You can no longer delete orders in SME. You can only Void them. (Due to accidental deletion of large orders by numerous companies) Functionality Change System Modified Added password length checker to password validation routines System Modified Expanded password length to 25 characters . Date: 03.03.2014 Version SME: 8.0.2.35 Module Action Description Revised SME Functionality System Modified Added default user for SME Mobile setup Invoices Fixed Removing order from combined invoice Maintenance Contracts Modified Added prompt to close related recurring invoices when closing a Maintenance contract . Date: 02.28.2014 Version SME: 8.0.2.34 Module Action Description Revised SME Functionality System Fixed SME would lock up if Preferences were set to generate Maintenance Equipment warnings System Modified Conversion process . Date: 02.13.2014 Version SME: 8.0.2.33 Module Action Description Revised SME Functionality System Modified Conversion will now run from 6.0 to 8.0 without any further steps System Modified Removed special code for 2005 SQL databases that have not had correct MS updates applied. Causing issues in SQL 2008 & 2012 Orders Fixed Sub Contractor lists are now sorted in alphabetical order System Fixed Update no longer modifying tab settings System Fixed Email error when you have in excess of 200 contacts in the address book when emailing a form . Date: 02.12.2014 Version SME: 8.0.2.32 Module Action Description Revised SME Functionality Purchase Order Modified Speed up PO receiving Orders Fixed Prompt to save Billing Status when no labor on the order Setup Fixed Misspelling of company on Order page Orders Fixed Refresh after exporting sub contractor PO's & Bills SQLink Fixed Exporting PO's when they have cost adjustments . Date: 01.31.2014 Version SME: 8.0.1.31 Module Action Description Revised SME Functionality Orders Added Added Has JIT and Allocated fields to order items grid Proposal Fixed Due date not carrying over from the Proposal . Date: 01.30.2014 Version SME: 8.0.1.30 Module Action Description Revised SME Functionality Inventory Added Tech code to recalculate inventory detail Inventory Fixed Inventory detail counts when there is no material detail involved Dispatch Fixed Compliance check was using the incorrect tech Dispatch Fixed When clicking on the order on the Day Planner tab update the dropdown fields . Date: 01.28.2014 Version SME: 8.0.1.29 Module Action Description Revised SME Functionality System Fixed When updating do not include the UID check on empty tables . Date: 01.27.2014 Version SME: 8.0.1.28 Module Action Description Revised SME Functionality Proposal Fixed Convert lead to proposal and then convert proposal to an order would set billing on the customer to the site information Orders Added When an order status changes log the changes, who, when, where . Date: 01.08.2014 Version SME: 8.0.1.27 Module Action Description Revised SME Functionality Not Released Not Released . Date: 01.07.2014 Version SME: 8.0.1.26 Module Action Description Revised SME Functionality System Fixed Table not found error when the table was there Dispatch Modified Moved refresh settings to a table which refreshes after 'X' number of entries to eliminate refresh issues Dispatch Modified Option in user preferences to open Dispatch to Day Planner instead of Today's Labor Custom Tables Added SME must now be in single user mode to allow editing of Custom Fields since other users may have locks on tables requiring updates which will cause table issues that lock out the modules System Modified Added special code to handle MS SQL 2012 bug in dropping temp tables . Date: 01.02.2014 Version SME: 8.0.1.25 Module Action Description Revised SME Functionality Notes Fixed Right Click memo editor Dispatch Fixed UID error when adding tech to an order Email Fixed Updated function calls based on component settings Batch Printing Modified Implemented use of threading to improve speed issues Purchase Order Fixed Update quantity when incoming is greater than ordered . Date: 01.02.2014 Version SME: 8.0.1.24 Module Action Description Revised SME Functionality Not Released Not Released . Date: 12.16.2013 Version SME: 8.0.1.23 Module Action Description Revised SME Functionality System Modified Modified code base to utilize threading for some processes Orders Modified Fixed Profit percent calculations when subtotal of an order = 0 System Added Web Service calls to update customer addresses System Modified Item number on order details Service Items Added Show in Tech Portal/Customer Portal System Added Mark Reference Number to defaults System Modified Use new threading logic for inventory snapshots . Date: 12.12.2013 Version SME: 8.0.1.22 Module Action Description Revised SME Functionality Dispatch Modified Re-implemented use of last tech save process System Modified Added expense criteria to Order Task table for labor entries . Date: 12.12.2013 Version SME: 8.0.1.21 Module Action Description Revised SME Functionality Packages Fixed Adding package items to orders System Modified Customer Propagate - moved to Single User and Tech Code System Modified Customer Propagate - requires user to be logged into SME as only user before propagating customer info. Proposals Modified Tab order Recurring Invoice Fixed Apply Template now on the Actions Menu Auto Email Fixed Now not checking for changes unless the Order Status has been changed Custom Tabs Modified Do not allow changes while other users are in SME. Causes issues with existing data and record locks . Date: 12.06.2013 Version SME: 8.0.1.20 Module Action Description Revised SME Functionality Rolodex Fixed Search not displaying . Date: 11.25.2013 Version SME: 8.0.1.19 Module Action Description Revised SME Functionality System Modified Remove the '/' character from UID fields for SME Mobile . Date: 11.20.2013 Version SME: 8.0.1.18 Module Action Description Revised SME Functionality System Fixed HTML bullets and numbering now holding Custom Tabs Added Custom Field Header to the Custom Details table Invoice Added QB Export Flag auto set on Refresh menu actions . Date: 11.15.2013 Version SME: 8.0.1.17 Module Action Description Revised SME Functionality System Fixed Billing Customer setting to only export Billing and never Site customers if the option is set System Modified Added "Auto Reserve Flag' to defaults which will bypass Allocated and set items to Reserved Orders Fixed Items on orders were not maintaining the price code from the price book Users Fixed Confirmation of password for email System Modified Check SQL instance for compatibility between SQL versions . Date: 11.13.2013 Version SME: 8.0.1.16 Module Action Description Revised SME Functionality System Added Live update now working System Modified Moved Supervisor from user group to user table System Fixed Invalid name on the customer definitions table Orders Fixed Totals overlapping on Service Totals tab . Date: 11.12.2013 Version SME: 8.0.1.15 Module Action Description Revised SME Functionality Custom Tables Fixed Can now edit and modify within limits. Cannot change field names or types if data exists Orders Added Auto Rollback if the conversion from one module to another fails for any reason. Proposal to order, order to invoice Orders Fixed Adding items to orders from fixed rate proposals System Fixed Renaming a location/warehouse Projects Fixed Saving a new Project . Date: 11.08.2013 Version SME: 8.0.1.14 Module Action Description Revised SME Functionality Dispatch Modified Temp table is dropping when Dispatch is active. Modified code to attempt to force SQL to retain the temp tables until Dispatch is closed Dispatch Fixed Clear all temp tables used by Dispatch when exiting Dispatch. Previously were held for reuse System Modified Status bar displays the company name from Setup> Company rather than the database name Proposals Fixed Invoice Type no longer defaults to 'Full Itemized' Dispatch Fixed Now minimizes when clicking 'Jump to Order' Orders Fixed Tax calculations on orders with discounts Orders Fixed Service Item editor Service Look-up now functioning . Date: 11.06.2013 Version SME: 8.0.0.12 Module Action Description Revised SME Functionality Orders Fixed Adding items to an order gave Dot Net error . Date: 11.05.2013 Version SME: 8.0.0.11 Module Action Description Revised SME Functionality System Added Time Tracking module System Added Settings for Time tracking (Admin check box) Orders Added Don't Estimate Labor flag - if set Billing Hours will always come from Scheduled or Actual time. . Date: 10.18.2013 Version SME: 8.0.0.10 Module Action Description Revised SME Functionality System Added Class editing in SME System Fixed HTML editor for inserting and stamping Common Services . Date: 10.16.2013 Version SME: 8.0.0.8 Module Action Description Revised SME Functionality Orders Fixed Selected Item Print now working for forms with correct item detail . Date: 09.27.2013 Version SME: 8.0.0.5 Module Action Description Revised SME Functionality System Added Logging table for errors Recurring Invoices Fixed Dot Net error when generating recurring invoices System Added Triggers to support live updates Proposals Fixed Converting fixed proposals ( no longer prompt for selecting item if no items to select) Orders Fixed Converting fixed orders( no longer prompt for selecting item if no items to select) Utilities Fixed Importing data to custom tables Proposals Fixed Query on Proposal to show for fixed types Proposals Fixed Proposal History is now displaying correctly System Fixed Calculation for fixed rate subtotals System Fixed Calculation of invoiced/converted states when on fixed rate record . Date: 09.14.2013 Version SME: 8.0.0.4 Module Action Description Revised SME Functionality Memo Fields Modified All memo fields are now HTML based System Modified Modified the way orders are converted to improve conversion speed 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 - also now transferring for Service Items Orders Modified Moved Auto Close logic to assemblies for speed and consistency Proposals Fixed Proposals not converting correctly due to HTML conversion RMA Fixed Credit Invoice was not getting created on Receipt of RMA item SQLink Fixed Export of Billable customers now working