7.2 Revision History

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

.
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

.
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

.
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

.
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

.
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

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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

.
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…

.
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.

.
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

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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.

.
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

.
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

.
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

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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

.
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

.
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.

.
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.

.
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

.
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

.
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

.
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.

.
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.

.
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.

.
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

.
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

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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

.
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

.
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.

.
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

.
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.

.
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.

.
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

.
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

.
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.

.
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