Difference between revisions of "Revision History"

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m (Reverted edits by Amy (talk) to last revision by MarkO)
(Undo revision 2307 by Amy (talk))
Line 1: Line 1:
 
<font size="medium">'''PROGRAM REVISION HISTORY'''</font>
 
<font size="medium">'''PROGRAM REVISION HISTORY'''</font>
 
  
 
{| width="958"
 
{| width="958"
Line 10: Line 9:
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" |  09.20.2011
+
| class="xl63" style="width: 70pt" width="93" |  03.30.2012
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.23.184 - 7.1.23.54 
+
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.5.70
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.23.183 
+
| class="xl63" style="width: 269pt" width="359" | 7.2
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
Line 19: Line 18:
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Advanced Search
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Batch Print/ Email
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Error if you clicked on a module selection before doing the search     
+
| class="xl63" style="width: 278pt" width="371" | Ability to have multiple email addresses in the Contact email
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Rounding issue with decimal places. Reset to 2 for QB integration         
+
| class="xl63" style="width: 278pt" width="371" | Rounding when system is set to display more than 2 decimals
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Rounding issue with decimal places. Reset to 2 for QB integration                   
+
| class="xl63" style="width: 278pt" width="371" | New From B.O.M. was not displaying KIT items   
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Email handling after it is posted to SME                     
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.16.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.23.183 - 7.1.23.53
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.23.183 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Allow selection of fields for outgoing emails       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposals
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Added straight commission to Totals tab         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Serial number check to inventory and customer equipment                   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Check when moving equipment for duplicate serial number                       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Do not overwrite contact info with blank info if SME has contact info and QB does not                       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | If no contact assigned to a customer create a blank contact and assign to the customer.                         
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.15.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.23.182 
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.23.181
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Only store new email content on replies         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Added crude email editor         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Custom Tabs
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | When generating custom records use master UID               
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.14.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.23.181 - SQLink 7.1.23.52
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.23.181
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Importing proposal details         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Scheduled Service
 
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | When posting schedule service record, if specific date type, and specific date is >= to current date, clear the end date   
+
| class="xl63" style="width: 278pt" width="371" | Can now move custom tabs in all modules   
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Scheduled Service
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Preview for order generation was not previewing     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Scheduled Service
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | If preview report exists then preview the orders       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Conversion
 
| class="xl63" style="width: 70pt" width="93" | Custom Tabs
 
| class="xl63" style="width: 278pt" width="371" | Add customer defaults table to list of tables to be included in conversion 
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.13.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.23.180
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.23.180 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Outgoing email separator     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Notes
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Added scroll bars to journal entries       
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.12.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.23.179
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.23.179 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Special service requested/performed fields for email handling         
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.08.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.23.178 - SQLink 7.1.23.51
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.23.178 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Order email handling - update order do not overwrite the existing info         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Added Ship Method export/Import             
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | tweaked email routines further to allow for multiple contacts on one order                 
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.07.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.22.178 
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.176 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposal
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Ship Method for corresponding QB ship methods       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Ship Method for corresponding QB ship methods     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Ship Method for corresponding QB ship methods     
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.06.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.22.177
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.176 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Email handling routines changes on fields triggering email events         
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
|}
 
 
{| width="958"
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  09.02.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.22.176
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.176 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Email
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Assigned to, Taken By, Lead Tech, Dispatch Tech, All Techs, and Contact to order status table for managing email to techs & dispatchers       
 
| class="xl63" style="width: 269pt" width="359" |
 
 
|}
 
|}
  
Line 341: Line 48:
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" |  09.01.2011
+
| class="xl63" style="width: 70pt" width="93" |  03.29.2012
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.22.175 
+
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.5.69
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.175   
+
| class="xl63" style="width: 269pt" width="359" | 7.2
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
Line 352: Line 59:
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Added user id for all order converting routines       
+
| class="xl63" style="width: 278pt" width="371" | Routines used for order processing to improve speed converting orders
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
|}
 
 
{| width="958"
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.31.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.22.174
 
| class="xl63" style="width: 269pt" width="359" | DB Version  7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Barcode
 
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Returning logic was not correctly allocating items     
+
| class="xl63" style="width: 278pt" width="371" | Changed label for allowing a user to add inventory from orders
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
|}
 
 
{| width="958"
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.25.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.173
 
| class="xl63" style="width: 269pt" width="359" | DB Version  7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Audit
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Record was getting saved before audit     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Material
 
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Changed blank serial number read -blank-         
+
| class="xl63" style="width: 278pt" width="371" | Added Snapshot setup logic to System>Company> Inventory
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory Reconciliation
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Search for duplicates causing changes to not post to the record 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" |  Blank serial number change   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" |  Incoming email XML case sensitive handling 
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.23.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.172
 
| class="xl63" style="width: 269pt" width="359" | DB Version  7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Scheduled Services
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Set all fields to matching customer fields     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Notes getting copied incorrectly       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Duplicating report was asking to save instead of duplicating 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory Transfer
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |  Clicking on lookup button was giving error when there was a transfer number   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |  Right click email on day planner   
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.19.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.171
 
| class="xl63" style="width: 269pt" width="359" | DB Version  7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Index on customer equipment table to display properly in the grid 
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Clone logic on orders     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |  Incoming email handling   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" |  Outgoing email logic 
 
| class="xl63" style="width: 269pt" width="359" |
 
 
|}
 
|}
  
Line 511: Line 82:
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" |  08.17.2011
+
| class="xl63" style="width: 70pt" width="93" |  03.28.2012
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.170 - SQLink 7.1.22.49
+
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.5.68
| class="xl63" style="width: 269pt" width="359" | DB Version  7.1.22.164 
+
| class="xl63" style="width: 269pt" width="359" | 7.2
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
Line 519: Line 90:
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Saving/restoring grids   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Activities
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Saving user preferences     
 
| class="xl63" style="width: 269pt" width="359" |
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |  Transfers - ellipsis/browse button not functioning       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |  QBIdentifer has been used when Business Type has the '&' in the name. 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |  Business types not importing the QB ID correctly     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Check name length before importing Business Types can be a max of 31 characters         
+
| class="xl63" style="width: 278pt" width="371" | Inventory Snapshot - modified from taking a snapshot on every transaction to periodic snapshots based on user settings.   
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |   08.12.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME:  7.1.22.169
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Email
 
| class="xl63" style="width: 278pt" width="371" | Send to either outgoing or regular email address but not both     
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Views
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Functionality to delete views from SQL. Will not delete views from view table       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Dates to item searches when adding from an order   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Dates to item searches when adding from an order             
 
| class="xl63" style="width: 269pt" width="359" |
 
 
|}
 
|}
  
Line 597: Line 106:
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" |  08.11.2011
+
| class="xl63" style="width: 70pt" width="93" |  03.27.2012
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.168
+
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.5.67
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.164 
+
| class="xl63" style="width: 269pt" width="359" | 7.2
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
Line 606: Line 115:
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | When saving materials update JIT/Allocated costs on customer equipment         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposal
 
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Missing field error in temp table when converting to partial orders     
+
| class="xl63" style="width: 278pt" width="371" | Payments were losing the connection after syncing to SME 7.2  
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Messages when more than one item found 
+
| class="xl63" style="width: 278pt" width="371" | Relocated Discount field on the screen to accommodate lower resolutions  
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Menus
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Error for missing inventory location         
+
| class="xl63" style="width: 278pt" width="371" | Added links to wiki and other info  
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | initialization of records           
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Sales
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Error on entering new record           
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Sales
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Delete button not functioning correctly           
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.10.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.167
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |  If PO Item has JIT, and the quantity is less that JIT, set JIT count to quantity, update customer equipment with corrected count         
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Can no longer have items without a location specified         
+
| class="xl63" style="width: 278pt" width="371" | Removed links to vendor now a combo box selection  
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PO
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Corrected quantity on history records when receiving more than JIT       
+
| class="xl63" style="width: 278pt" width="371" | Duplicating columns in grids  
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PO
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | PO Item editor can no longer change a quantity to less than the JIT count from an order         
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.05.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.166
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Email
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Email not sending correctly.         
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Check for active warehouse regardless of default location in case the default has been deleted.     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Barcode
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Return logic for barcode 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Allocation
 
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Moved Select button to far left of window           
+
| class="xl63" style="width: 278pt" width="371" | Notifications - check when converting orders and proposals  
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.04.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.165
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Barcode
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Extract the company name from the Alias files         
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Batch Print
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Use email add, not email, when sending an issue email to a tech           
+
| class="xl63" style="width: 278pt" width="371" | Added multi select to batch print - set print to selection  
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
|}
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.03.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.22.164 - SQLink 7.1.22.47
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.22.164 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Dispatch/Lead Tech setting   
 
| class="xl63" style="width: 269pt" width="359" | Will email an order to everyone who has the flag set 
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Tech Code to set flag to false on all users   
 
| class="xl63" style="width: 269pt" width="359" | 
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Lead Tech to Dispatch/Lead Tech   
+
| class="xl63" style="width: 278pt" width="371" | Use inventory rather than vendor cost price  
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Deleting an invoice when you do not have permission to do so
 
| class="xl63" style="width: 269pt" width="359" | 
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Deleting a PO after going to the PO Items tab and away from the PO items tab   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Permissions check on deleting an order 
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Verify the delete function to the global forms.   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Field name on barcode reconcile     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Setup
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Bug allowing deletion of all warehouses.
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Database
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Dispatch/Lead Tech to the User table   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | When creating orders from proposals, recurring orders or scheduled services, set the lead tech     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Add from Active Inventory only         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | For current data structure       
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  08.02.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.21.163 
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.21.163 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Flag for Barcode reconciliation       
 
| class="xl63" style="width: 269pt" width="359" | Only works if the Barcode app is installed
 
 
|}
 
|}
  
Line 861: Line 165:
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" |  08.01.2011
+
| class="xl63" style="width: 70pt" width="93" |  03.26.2012
| class="xl64" style="width: 278pt" width="371" | Version SME:7.1.21.162
+
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.5.66
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.21.162 
+
| class="xl63" style="width: 269pt" width="359" | 7.2
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
Line 869: Line 173:
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposal
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Grids blanking on selection of items.   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Database
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Field to Equipment table for barcode program   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Database
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Field to Material Details for barcode program 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Table not open error when adding details to an order and the order is not in Edit mode       
 
| class="xl63" style="width: 269pt" width="359" |
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Lost 'On Exit' for totaling fields until record was saved     
+
| class="xl63" style="width: 278pt" width="371" | No longer using Billing Status to void an invoice 7.2 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Vendor
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Clicking on contacts was opening the form in the wrong mode   
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Required fields error       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Manufacturing part number   
+
| class="xl63" style="width: 278pt" width="371" | Trigger to handle invoice voiding  
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | For ticket emails - removed severity and will use priority from the order, not an issue   
+
| class="xl63" style="width: 278pt" width="371" | Will now prompt to Void on record save  
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
|}
 
 
 
{| width="958"
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  07.29.2011
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.21.161
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.21.160 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Saving grid layouts       
 
| class="xl63" style="width: 269pt" width="359" |
 
 
|}
 
|}
  
Line 949: Line 200:
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" | 07.25.2011
+
| class="xl63" style="width: 70pt" width="93" |   03.21.2012
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.1.20.159 - SQLink 7.1.20.45
+
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.5.65
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.20.157 
+
| class="xl63" style="width: 269pt" width="359" | 7.2
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
Line 958: Line 209:
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Batch Email
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Tab order on the labor editor   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch
 
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Checking 'Don't show completed items' was clearing other settings       
+
| class="xl63" style="width: 278pt" width="371" | Batch Email hanging after modification to recurring invoice include batch printing.    7.2     
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PO
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Error creating PO from orders     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Sales notes not opening from Service/Install       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | New items not adding  stock to default location     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | New items not adding  stock to default location       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Printing
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Changed layout of print packet screen  New layout     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Finance Charge display not showing rate 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoicing
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Error generating finance charges after being in the invoice module 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customers
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Customer deletion process 
 
| class="xl63" style="width: 269pt" width="359" |
 
 
|}
 
|}
  
Line 1,017: Line 224:
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
| class="xl63" style="width: 70pt" width="93" | 07.15.2011
+
| class="xl63" style="width: 70pt" width="93" |   03.20.2012
| class="xl64" style="width: 278pt" width="371" | Version: SME: 7.1.20.158
+
| class="xl64" style="width: 278pt" width="371" | Version SME:7.2.5.64
| class="xl63" style="width: 269pt" width="359" | DB Version  7.1.20.157
+
| class="xl63" style="width: 269pt" width="359" | 7.2
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
Line 1,026: Line 233:
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Check for missing Vendor when creating a PO from an order   
+
| class="xl63" style="width: 278pt" width="371" | PO Notes now show when double clicked  7.2 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Error when updating the last service date on a customer       
+
| class="xl63" style="width: 278pt" width="371" |  Create from template   7.2
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  07.14.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME: 7.1.20.157 - SQLink 7.1.20.157 
 
| class="xl63" style="width: 269pt" width="359" | DB Version  7.1.20.157 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposal
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Proposal logic to included functionality to import Price based on Markup in QB   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Use Proposal Markup flag         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routine
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Use Proposal Markup flag logic       
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  07.12.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME:  7.1.19.156 
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.19.152 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Calculating taxes on orders for the Canadian version of SME 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" |Routines
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Calculating taxes on orders for the Canadian version of SME     
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" |  07.06.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME:  7.1.19.155 
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.19.152 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoicing
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Partial invoicing logic 
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" | 07.06.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME: 7.1.19.154
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.19.152 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Zone to dispatch grids   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Ability to add multiple items to customer equipment from the customer equipment module       
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" | 06.30.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME:  7.1.19.153 
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.19.152 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" |  If saving an inventoried item require a location   
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Require a password to initiate an update       
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Link Options using a default override item were showing all items with that QB List ID     
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" | 06.29.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME:  7.1.19.152
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.19.152 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" |Initial logon when using Windows 7 was causing SME to not launch correctly causing an update to start
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Same as above         
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Email
 
| class="xl63" style="width: 278pt" width="371" | If there's an error setting up the port make a record of the error   
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" | 06.28.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME:  7.1.19.151 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Include No Zone - will include locations with blank zones on material item searches if set.
 
| class="xl63" style="width: 269pt" width="359" | New Setting 
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Include No Zone - will include locations with blank zones on material item searches if set. 
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" | 06.23.2011 
 
| class="xl64" style="width: 278pt" width="371" | Version: SME:  7.1.19.150
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.18.143 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System/Views
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Jump to logic stopped working after new records were added
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Duplicate serial number checking dialog     
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Order screen was blanking out on saving new orders 
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Location lookup on techs    
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
 
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" | 06.20.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME:7.1.19.149
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.18.143 
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 45pt"
 
| class="xl63" style="height: 45pt; width: 101pt" width="135" height="60" | System
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Navigation not hiding Next/Last when the end of the record set was reached.   
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl66" style="width: 70pt" width="93" |
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl63" style="width: 70pt" width="93" | 05.27.2011
 
| class="xl64" style="width: 278pt" width="371" | Version: SME: 7.1.18.139
 
| class="xl63" style="width: 269pt" width="359" | DB Version 7.1.18.139
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Module
 
| class="xl65" style="width: 70pt" width="93" | Action
 
| class="xl65" style="width: 278pt" width="371" | Description
 
| class="xl65" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 45pt"
 
| class="xl63" style="height: 45pt; width: 101pt" width="135" height="60" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | implemented ignore labor - if set, even if labor hours are in inventory, it will not default the flag to generate labor records.
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Database
 
| class="xl63" style="width: 70pt" width="93" | Updated
 
| class="xl63" style="width: 278pt" width="371" | Added flag to defaupts table
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Database
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Barcoding table
 
| class="xl63" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl68" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl68" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| class="xl65" style="width: 70pt" width="93" | 05.25.2011
 
| class="xl66" style="width: 278pt" width="371" | Version: SME: 7.1.18.138
 
| class="xl65" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | Module
 
| class="xl67" style="width: 70pt" width="93" | Action
 
| class="xl67" style="width: 278pt" width="371" | Description
 
| class="xl67" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | System
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Incorrect title in the title bar when clicking on Customer Equipment
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Cust Equipment
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Hide the Action menu if the item tree is empty
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Leaving Material Editor after adding broken out packages
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Packages
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Cost & Price not updating correctly
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | System
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Auto refresh timer causing RecUID not found error when SQL Native Client loses connection with SQL server
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Subcontractors
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Change subcontractor history to query more tables for usage info
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | System
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Added back the straight commission fields for sales person
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Check for PO required on itemized invoices
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Filter on purchase order history
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 45pt"
 
| class="xl65" style="height: 45pt; width: 101pt" width="135" height="60" | Search View
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | If error opening the view = 'Error Restoring Layout' go to the Utilities> View Management> and delete and recreate the view
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Removed the reference to numbered version<span> </span>
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Maintenance Contracts
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Active filter searching Approved not Active
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Master Search filter not working as designed.
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Orders
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Check all data tables for empty records prior to deleting or editing records
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Setup
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Deleting payroll and work groups from company lists page
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Setup/Users
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Added check for duplicates prior to saving record
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
 
| class="xl65" style="width: 70pt" width="93" | Modified
 
| class="xl65" style="width: 278pt" width="371" | Added back allow zero inventory in new stock location
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Proposal
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Approval data getting deleted when converting a proposal
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| class="xl65" style="height: 30pt; width: 101pt" width="135" height="40" | Proposal
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Customer rates not transferring to proposal on new proposal
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 45pt"
 
| class="xl65" style="height: 45pt; width: 101pt" width="135" height="60" | Packages
 
| class="xl65" style="width: 70pt" width="93" | Fixed
 
| class="xl65" style="width: 278pt" width="371" | Flag check was backwards - breaking out packages when they were not supposed to and not breaking out when they were supposed to
 
| class="xl65" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" |
 
| class="xl65" style="width: 70pt" width="93" |
 
| class="xl65" style="width: 278pt" width="371" |
 
| class="xl65" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.24.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.137 - SQLink 7.1.18.42
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Sales
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Fixed missing field in contacts
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Added 'SME - ' prefix to PO Bills going to QB
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl67" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.23.2011
 
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.136
 
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Module
 
| class="xl63" | Action
 
| class="xl66" style="width: 278pt" width="371" | Description
 
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| No Action
 
| class="xl64" style="width: 278pt" width="371" | Decimals in SME. No change - only for calculations
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 45pt"
 
| style="height: 45pt" height="60" | Orders
 
| No Action
 
| class="xl64" style="width: 278pt" width="371" | Autodeliver flag - ONLY sets allocated, non serialized items to delivered.<span>  </span>reserved items are always set to delivered.<span>  </span>Check your item status.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Search
 
| class="xl64" style="width: 278pt" width="371" | Order Number search not locating orders
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Custom Tabs
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | Boolean fields automatically checked
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Vendor
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Error clicking on contacts - field not found
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Maintenance Contracts
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Error message when switching to attached proposals
 
| class="xl64" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.16.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.135
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | RMA
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | RMA - error on opening the dataset
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Customer Equipment
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Adding new records causing open data set error
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Customer Equipment
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Lost look-up error
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | RMA
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Prompt to close RMA
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font>
 
| style="width: 70pt" width="93" | 05.13.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.134
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | View functionality - Navigation is not scrolling or selecting info correctly when in a view or changing a view
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl67" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.12.2011
 
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.133
 
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Module
 
| class="xl63" | Action
 
| class="xl66" style="width: 278pt" width="371" | Description
 
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | All triggers to improve speed and functionality
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Invoice
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Linking between material items on invoices
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Invoice
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | Item selection regarding partial invoicing
 
| class="xl64" style="width: 269pt" width="359" | Can no longer pick specific items - handled by logic
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl67" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.10.2011
 
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.132 - SQLink 7.1.18.41
 
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Module
 
| class="xl63" | Action
 
| class="xl66" style="width: 278pt" width="371" | Description
 
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 60pt"
 
| style="height: 60pt" height="80" | Routines
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | If an item status is 'On Order' and it is changed to 'Delivered' then go to a PO tied to the order and receive the item. Stock will not be added to inventory - only linking records are updated.
 
| class="xl64" style="width: 269pt" width="359" | User is no longer required to manually check if an item is available for the order. This will be referred to as 'Direct Delivery' of the item.
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | SQLink
 
| Added
 
| class="xl64" style="width: 278pt" width="371" | When exporting bills for purchase orders include 'direct delivery' items.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Invoicing
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Infinite loop when processing Partial invoices.
 
| class="xl64" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.10.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.131
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Dates on views can cause the view to malfunction and error switching modules in SME.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Dispatch
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Bug in function library 'minutes between' would recalculate time to .98 instead of 1.00. hours.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Routines
 
| Modification
 
| class="xl66" style="width: 278pt" width="371" | Reverted back to checking the 'Export Sub Bill' on the invoice when creating an invoice from orders.
 
| class="xl66" style="width: 269pt" width="359" | Will now set the flag.
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl67" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.09.2011
 
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.130
 
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.130
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Module
 
| class="xl63" | Action
 
| class="xl66" style="width: 278pt" width="371" | Description
 
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Purchase Order
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Lost quick jump on PO items.<span> </span>
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Customers
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | Set 'Is Billable' flag to disabled unless record is in edit mode.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Added
 
| class="xl64" style="width: 278pt" width="371" | Auto Deliver flag
 
| class="xl64" style="width: 269pt" width="359" | When set will attempt to 'Auto Deliver' allocated items on order close
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Routines
 
| Added
 
| class="xl64" style="width: 278pt" width="371" | Auto Delivery flag
 
| class="xl64" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.06.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.129 - SQLink 7.1.18.40
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.127
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Invoice
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Partial item selection modifications.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Sort order on Subcontractor drop downs
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Orders
 
| class="xl66" style="width: 278pt" width="371" | PO export flag not getting set on creating an invoice.
 
| class="xl66" style="width: 269pt" width="359" | Export Bill flag is not set due to recent functionality changes
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Bad field name error when exporting negative invoices
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Query for exporting subcontractor POs.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Messages not displaying after pressing the 'Clear' button.
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl67" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.04.2011
 
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.128 - SQLink 7.1.18.39
 
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.127
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Module
 
| class="xl63" | Action
 
| class="xl66" style="width: 278pt" width="371" | Description
 
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Batch Printing of invoices when a parameter is in use.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Saving grid settings when doing module changes without changing the tab.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 45pt"
 
| style="height: 45pt" height="60" | Orders/Labor
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | IF labor record is in insert mode, automatically reset the service item(and price book) if tech changes even if it's already been set.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink/Proposal
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | Initially import proposals in 6 month(vs 1 year) batches.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Work Flow
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | Do not require edit mode for drop downs to drop down.
 
| class="xl64" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.03.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.127 -<span> </span>
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.127
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System/Users
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Outgoing email to user profiles.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Invoice/Recurring
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | When generating recurring invocices save resultant UIDs to a temp table instead of a variable.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Routines
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | File list for recurring invoices which was causing the generation to error out.
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 05.02.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.126 - SQLink 7.1.18.39
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Batch printing when parameters are in use.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Saving grids settings when changing modules without leaving that tab.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders/Labor
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Change service item and price book when tech changes.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Import Proposals in 6 month increments.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Work Flow
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Do not require edit mode to display dropdown fields selection.
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.28.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.125
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Sort Order on Service Items in labor editor
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Purchase Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Item not adding correctly if it was in Vendor items
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Filter modifications for speed improvements
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.27.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.124 - SQLink 7.1.18.38
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Custom Fields
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Adding view filter to custom fields and then applying module fields error.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Update files<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Update files<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.26.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.123<span> </span>
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Inventory
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Customer Equipment not initialized with shelf, bin, hardware, software versions when allocated.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Purchase Order
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Display all ship to address information
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Purchase Order
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Location not refreshing before copying shipping address
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Invoice
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Prompt when saving invoice with no terms
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.25.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.122 - SQLink 7.1.18.36
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.120
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Inventory
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Table not opening error on packages
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Importing - no longer show 'Blob' when importing memo fields
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 45pt"
 
| style="height: 45pt" height="60" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | IF not initializing billing address, AND invoice already exists, THEN save<span>  </span>the billing address, and reuse it when exporting
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl67" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.20.2011
 
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.121 - SQLink 7.1.18.36
 
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.120
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Module
 
| class="xl63" | Action
 
| class="xl66" style="width: 278pt" width="371" | Description
 
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Vendor
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | History refresh issue
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Inventory
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Double click on PO item not jumping to the correct PO
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Default settings for 'To be Emailed' & 'To be Printed' will be set to false on data conversion from 7.0.
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Modified
 
| class="xl64" style="width: 278pt" width="371" | When terms are required present a dropdown list
 
| class="xl64" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl67" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl67" style="width: 70pt" width="93" |
 
| class="xl68" style="width: 278pt" width="371" |
 
| class="xl68" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.20.2011
 
| class="xl65" style="width: 278pt" width="371" | Version: SME: 7.1.18.120 - SQLink 7.1.18.36
 
| class="xl64" style="width: 269pt" width="359" | DB Version 7.1.18.120
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt" height="20" | Module
 
| class="xl63" | Action
 
| class="xl66" style="width: 278pt" width="371" | Description
 
| class="xl66" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Live update was not working
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Projects
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Deleting a Project
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Inventory
 
| Fixed
 
| class="xl64" style="width: 278pt" width="371" | Bin & Shelf holding values
 
| class="xl64" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Inventory
 
| Added
 
| class="xl64" style="width: 278pt" width="371" | Software Version/Hardware Version
 
| class="xl64" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.20.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.119 - SQLink 7.1.18.35
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Status line when exporting Service Items
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Jump to Inventory when not on a Materials Tab
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System/Documents
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Retrieval Query attempting run multiple times<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System/Documents
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Timing issues with retrieving the docs
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System/Documents
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Search when viewing results from docs list
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System/Setup
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Ability to lock sales person on Proposal/Orders
 
| class="xl66" style="width: 269pt" width="359" | New check box in Setp> Company
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.19.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.118
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders/Invoices
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Assigned to lists not filling when in edit mode
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | PO
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | PO item table not open error when saving PO
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders/Proposals
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Add quick labor button
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.18.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.117 - SQLink: 7.1.18.34
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Routines
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Manufacture number to customer equipment
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Routines
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | When saving add vendor name to customer equipment
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Allow all charecters except ':' colon to sync on names fields
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Prelive Update method - not updating with code
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Customer Eq
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Add service from context menu
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Vendor
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Subcontractor history not showing
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Vendor
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Vendor link to customer equipment<span> </span>
 
| class="xl66" style="width: 269pt" width="359" | New functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | .
 
|
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.15.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.18.117
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.18.117
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Fields for government operations
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | All Date conversion routines to better handle international date formats
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | PO
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Error when saving a PO
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.14.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.17.116<span> </span>
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.17.115
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Archiving
 
| Modifying
 
| class="xl66" style="width: 278pt" width="371" | Reviewing archiving functionality
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Routines
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Adding records when SME is not syncing with QuickBooks
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | .
 
|
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.13.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SQLink 7.1.17.32
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.17.115
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Field to import fields not linked to inventory or service items in SME
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Fields to maintain business types
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Proposal import logic
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.12.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.17.115 - SQLink: 7.1.17.31
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.17.115
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposal
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Commissions now pulled from Price Books
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Users
 
| class="xl66" style="width: 278pt" width="371" | Removed commission settings from views
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Business types import/export logic
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Importing proposal logic for non inventory/service items
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | .
 
|
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.11.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.16.114 - SQLink: 7.1.17.31
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.16.114
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Conversion from 7.0 lockup
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Routines
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Speed up conversion from 7.0
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Implemented
 
| class="xl66" style="width: 278pt" width="371" | Limit services flag.<span>  </span>
 
| class="xl66" style="width: 269pt" width="359" | See link above for info
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Dispatch
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Lock dispatch flag to user groups
 
| class="xl66" style="width: 269pt" width="359" | If set a user cannot modify Dispatch records
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Setup
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Limited Service flag to system setup
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | QB ID to business types table for SQLink
 
| class="xl66" style="width: 269pt" width="359" | If set will export business types
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.07.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.16.113 - SQLink: 7.1.17.30
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.111
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposal
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Proposal label for export
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Proposal
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Hyper link for customers - jump to customer if exists - or else jump to Sales
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposal
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Creating labor records
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Recurring Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Creating service item records when a price book is defined
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Sales
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Added Sales table to list of tables to propagate addresses
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | When adding addresses also add phone, email, contact name, etc..
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | PO date from received date option
 
| class="xl66" style="width: 269pt" width="359" | New setting in SQLink
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.06.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.112 - SQLink: 7.1.15.29
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.111
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Removed option for closed orders
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Outlook style menu bar was not hiding correctly
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Customer
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Using phone number for account setting and checking for duplications
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Dispatch
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Include city in the name headers as; Name-Status:City
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | .
 
|
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.05.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.111 - SQLink: 7.1.15.29
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.110
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Item discounts will be after tax discounts
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | If no default for zone is found (whether zone is specified or not), force system default location
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.04.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.110 - SQLink: 7.1.15.28
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.110
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Routines
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Discount logic - when caculating by item taxes reduce the item discount before the tax discount
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 45pt"
 
| style="height: 45pt" height="60" | Recurring Order
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | New order was not properly created when the same Recurring order is generated more that once, in the same date range, in sequence…
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Reworked compliance check.<span>  </span>Tech fails if is missing any certification linked to compliance
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Recurring Order
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Information that the data is being generated
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Complaince Code Editor
 
| class="xl66" style="width: 269pt" width="359" | New functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposal
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Editing proposals that have been exported to QuickBooks
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Global discount bucket on item taxes
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 04.01.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.109 - SQLink: 7.1.15.27
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.110
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | PO
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | First time a tracking number was entered, it was 'seen' as blank when clicking the button to add it to the list.
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Vendors
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Set the grid when changing tabs
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Flags to export subcontractor bills on closed orders
 
| class="xl66" style="width: 269pt" width="359" | Change - use to only export on Invoices
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Prompt to re-export if the Bill has already been exported
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Invoices
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Copy order flag setting to invoices
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Duplication checks for serial numbers
 
| class="xl66" style="width: 269pt" width="359" | <span> </span>will prompt user to enter if a dup is found
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Export of Closed Bills
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | If a bill has been exported only delete for the specific order and not on combined orders
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | When saving a Labor record prompt to re-export
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.31.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.108 - SQLink: 7.1.15.26
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.108
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Custom Fields
 
| class="xl66" style="width: 278pt" width="371" | Added logic for partner discounts
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Screen layout
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | .
 
|
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.30.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.15.108 - SQLink: 7.1.15.26
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.15.108
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Discount logic
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Discount logic handling
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Item Discount fields to Price Books (Formerly known as Partner Discounts
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.28.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.14.107 - SQLink: 7.1.15.25
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.14.107
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Listing all techs without emails if Work Flow was turned on
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Sdispatch
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Removed tasks from activities
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Proposals
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Popup when doing a right click on servreq/performed in proposals after being in orders
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Missing datasource on serices in tab order
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Speed issues adding common services to orders
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Recurring Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Date on the service item was not set to current date on generation
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | deletion of items causing unrelated items to be deleted
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposals
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Do not export a QB proposal back to QB
 
| class="xl66" style="width: 269pt" width="359" | One way sync
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposals
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Item handling
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.25.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.13.106<span> </span>
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.106
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Modified tranvesing modules to enhance speed issues on some networks.<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Quick views on proposals, orders, invoices, & payments
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Include techs with blank zones to lookups
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Invoice
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Note menu<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Order
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Note menu<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Order/Invoices
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Lock Tax functionality
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.24.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.13.106<span> </span>
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.105
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Modified tranvesing modules to enhance speed issues on some networks.<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.23.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.13.105 - SQLink 7.1.13.24
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.105
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposal
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Fields to support Proposal Export to QB
 
| class="xl66" style="width: 269pt" width="359" | Proposals export to QB
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Proposal export logic
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Activities
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Alarms not firing
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Started modifying tranvesing modules to enhance speed issues on some networks.<span> </span>
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.22.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.104
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.13.105
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Activities
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Alarm timer
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Recurring Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Search Views causing program to lock up
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Customer
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Jump to recurring order from history error
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Customer
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Maintenance Search lock up
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Proposal
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Proposal fields to allow proposal export
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Dispatch
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Flag to hide some service items in dispatch
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Customer
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Refresh from Billing when changing billing on a customer
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.21.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.103
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Routines
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | String text handling for importing to Service table
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | .
 
|
 
| class="xl66" style="width: 278pt" width="371" |
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.18.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.102 - SQLink 7.1.12.23
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Update logic
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | SQLink
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | API thread handling
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.17.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.12.101<span> </span>
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Contacts
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Updating phone numbers when modyfing contacts
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | Customer
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Jump to Scheduled Service and edit or create a new service
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | System
 
| Modified
 
| class="xl66" style="width: 278pt" width="371" | Hot Key for adding Journal Notes
 
| class="xl66" style="width: 269pt" width="359" | CTRL+ALT+N
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Orders
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Vendor was not showing for non inventory items
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Payments
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Reducing payment amount when clearing an invoice
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.16.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.11.99 - SQLink 7.1.11.22
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.11.99
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | System
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Land on grid logic. If set will land in the grid instead of the filter row
 
| class="xl66" style="width: 269pt" width="359" | New system User setting
 
|- style="height: 120pt"
 
| style="height: 120pt" height="160" | System
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Hot key functioality
 
| class="xl66" style="width: 269pt" width="359" | "Ctrl + Shift + T - jumps to details tab (if you aren't already there), adds new text<br /> Ctrl + Shift + L - adds new labor<br /> Ctrl + Shift + M - adds material<br /> Ctrl + Shift + P - Adds Package<br /> Ctrl + Shift + S - Adds Service Item<br /> Ctrl + Shift + E - Edits item (only from details page)<br /> Ctrl + Shift + D - deletes item (only from details page)"
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Ignore SME Bill Address when exporting invocies and Proposals
 
| class="xl66" style="width: 269pt" width="359" | New setting in SQLink<span> </span>
 
|- style="height: 30pt"
 
| style="height: 30pt" height="40" | SQLink
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Exporting bills and POs when the customer is missing the QB ID
 
| class="xl66" style="width: 269pt" width="359" |
 
|}
 
 
 
{| width="958"
 
|- style="height: 15pt"
 
| class="xl69" style="height: 15pt; width: 101pt" width="135" height="20" | .
 
| class="xl69" style="width: 70pt" width="93" |
 
| class="xl70" style="width: 278pt" width="371" |
 
| class="xl70" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Date:<font class="font0"><span> </span></font>
 
| 03.14.2011
 
| class="xl67" style="width: 278pt" width="371" | Version: SME: 7.1.11.98 - SQLink 7.1.11.21
 
| class="xl66" style="width: 269pt" width="359" | DB Version 7.1.9.90
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt" height="20" | Module
 
| class="xl65" | Action
 
| class="xl68" style="width: 278pt" width="371" | Description
 
| class="xl68" style="width: 269pt" width="359" | Revised SME Functionality
 
|- style="height: 15pt"
 
| style="height: 15pt" height="20" | Payments
 
| Fixed
 
| class="xl66" style="width: 278pt" width="371" | Not always setting the payment properly on the invoice
 
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 45pt"
 
| style="height: 45pt" height="60" | SQLink
 
| Added
 
| class="xl66" style="width: 278pt" width="371" | Auto Process to the Process Menu
 
| class="xl66" style="width: 269pt" width="359" | When set SQLink will run process in a loop beginning with the first process and starting over when the last process has completed.<span> </span>
 
|}
 

Revision as of 22:51, 9 April 2012

PROGRAM REVISION HISTORY

.
Date: 03.30.2012 Version SME: 7.2.5.70 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: 7.2.5.69 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: 7.2.5.68 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: 7.2.5.67 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: 7.2.5.66 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


.
Date: 03.21.2012 Version SME: 7.2.5.65 7.2
Module Action Description Revised SME Functionality
Batch Email Fixed Batch Email hanging after modification to recurring invoice include batch printing. 7.2
.
Date: 03.20.2012 Version SME:7.2.5.64 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