7.0 Revision History

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Version	Update	Module	Action
7.0.5.108	Fixed	Recurring Invoices	Getting 'Error End Date Must be set - even when it was set
7.0.5.108	Fixed	Inventory	Transfers not happening on first click of 'Transfer All'
7.0.5.108	Fixed	Setup	Warehouse error when renaming a warehouse
7.0.5.108	Added	Service / Install / Invoice	Check for and prompt when invoicing an order with jit items.
7.0.5.108	Fixed	PO	Prompting to export Bill when only PO option was selected
7.0.5.108	Fixed	Recurring Invoices	Added back missing recurrance information
7.0.5.107	Fixed	Recurring Invoices	Query for minimum date for generating recurring invoices
7.0.5.106	Fixed	Import	Vendor information not allowing correct mapping
7.0.5.105	Fixed	Utilities	Importing to some fields, like zone & zone UID, were not updating
7.0.5.104	Fixed	Customers	Account number not getting generated when 'auto-generate' account number was set
7.0.5.104	Fixed	Activities	Clone activity button
7.0.5.104	Added	System	Login name is now a required field, even if not using login names (due to a unique index )
7.0.5.104	Fixed	Work Group Editor	Work Group Cloning logic. Also fixed on : payroll/wage items and price books
7.0.5.104	Modified	Work Group Editor	Relabeled and moved 'clone' and 'delete' buttons. Also fixed on : payroll/wage items and price books
7.0.5.104	Fixed	Work Group Editor	Deleting payroll item does not clear from user
7.0.5.103	Fixed	Customers	Lookup was referencing a legacy subcontractors table when adding a subcontractor to a customer.
7.0.5.103	Added	Orders / Labor Editor	When adding labor in labor editor, if tech is subcontractor, initialize labor cost from service item.
7.0.5.103	Fixed	Itemized Invoice	wonkiness while editing mat item on itemized invoice - CNR current version.
7.0.5.103	Fixed	Invoice	Editing Itemized invoice material grid was not properly closing
7.0.5.103	Fixed	System	Corrected issue with U.K. taxes
7.0.5.103	Added	Ordes / Invoicing	Prompt if JIT or allocated item is found when invoicing an order
7.0.5.103	Fixed	Inventory	Ability to reconcile a single item that had no stock in any warehouse
7.0.5.103	Modified	Payments	Selecting clear all' - will now not show when paying a single invoice
7.0.5.102	Modified	Customers	Prompt when changing billable company to alert user that if the customer is in QB than QB must be in single user mode and that if there are payments - QB will not allow the move.
7.0.5.102	Modified	International	Modified SME/SQLink to use Canadian settings for U.K. import.
7.0.5.102	Fixed	Issues	Activities from issues - fixed initializing company name on activity.
7.0.5.102	Fixed	Users	Inactive users shown in assigned to list.
7.0.5.102	Fixed	Users	Check for actual password change to open confirm password validation.
7.0.5.102	Fixed	Inventory	Last Sold/Purchased info not updating
7.0.5.102	Fixed	Combined Invoices	Adding items to an order that has been combined invoiced was re-invoicing items already invoiced in the initial invoice.
7.0.5.102	Fixed	Inventory	Adding items to an order that has been combined invoiced was not updating inventory sold counts if the item was reserved instead of delivered
7.0.5.102	Fixed	Users	Item Repair tab not hiding when unchecked for a user.
7.0.5.102	Modified	Customer Equipment	Added 'Is Equipment' flag to Customer Equipment tab since all items show and users may only want to view actual equipment.
7.0.5.102	Fixed	Proposal	Class not updating on Service items when set on Rates & Adjustments tab. Note: Existing Proposals with this issue will require that the items be re-added to get the class to display.
7.0.5.102	Modified	Purchase Orders	Added : prompt to export bill, if Purchase Order options include exporting bills, after items are recirved (instead of autosetting to export) Manually set the flag.
7.0.5.102	Fixed	Common Services	Was being put in Edit mode twice causing editing a 2nd service impossible without closing and re-opening the program.
7.0.5.102	Fixed	Proposals	Cloning proposal was initially showing all items instead of the cloned proposal's items.
7.0.5.102	Fixed	Orders	Can't use drop downs when editing an itemized invoice.
7.0.5.102	Fixed	Backup	Backups from tools was taking too long to complete. Modified to match that used during an update.
7.0.5.102	Fixed	Recurring Invoices	Now prompts the user to enter an end date since no end date equals infinate loop for regeneration of invoice.
7.0.5.101	Fixed	Rolodex	Rolodex search not working
7.0.5.100	Fixed	Conversion	Tech to user error when converting from 6.3
7.0.5.99	Fixed	Invoicing	Issue with code table and invoicing
7.0.5.99	Fixed	Partial Invoice	Issue with temp table and partial invoices returning ##temp table not found after attempting to invoice a second invoice.
7.0.5.99	Fixed	RMA	Double receiving on RMA items when returned to stock.
7.0.5.99	Modified	SQLink	Major changes to SQLink code due to QuickBooks 2010 SDK changes.
7.0.5.98	Modified	System	Rounding issues when creating invoices.
7.0.5.98	Fixed	Invoicing	##Temp Table error when creating a second invoice.
7.0.5.97	Fixed	Customer: Sub Contractors	Missing fieldname causing error when jumping from subcontractor in customer to Vendor module.
7.0.5.97	Fixed	Vendors	Lookup list for preferred techs was looking at an obsolete tech table.
7.0.5.96	Fixed	Orders	Implemented fixes regarding order line items being added/ modified from order details tab.
7.0.5.96	Fixed	Orders	"Rates & Assignments tab: ""Assigned To"". this field is always populating with Alex Lobe. It isn't updating with the technician on the labor editor. "
7.0.5.96	Fixed	Invoices	Error when generating percentage invoice - tblCodes not found.
7.0.5.95	None	All	Not released
7.0.5.94	Fixed	Reports	Setting parameters in docs module
7.0.5.94	Added	Dispatch	Change color based on completed status - uses the closed order colors from company setup
7.0.5.94	Fixed	Grids	Work Group name missing.
7.0.5.93	None	All	Not released
7.0.5.92	Fixed	Proposals	Deleting mat item from proposal from materials tab
7.0.5.92	Fixed	Invoicing	Invoicing an order after the code table had been used, and there is an error invoicing the order and the secondary logic has to take place.
7.0.5.91	Modification	Reports	Modified transaction logic for reports.
7.0.5.90	Modification	Rounding	Set currency to be rounded to 2 decimals regardless of Regional & Local settings.
7.0.5.90	Fixed	Proposal	Error deleting item from Proposal Order Details Tab.
7.0.5.90	Fixed	Recurring Orders	If blank line was created it could not be deleted.
7.0.5.90	Modification	Various	Currency formatting hard coded in a few places. (Note : cannot fix for grid summarized totals).
7.0.5.90	Fixed	Prepaid Used	Incorrect field name error - billedhours.
7.0.5.90	Fixed	Recurring orders	Added block - custuid must be initialized
7.0.5.90	Fixed	Combo Boxes	Backspace was no longer triggering event to initialize fields from combos.
7.0.5.90	Modification	PO	Vendor email missing from form. To be implemented in 7.1
7.0.5.90	Fixed	Customer	Incorrect field name 'mainexp' causing error on setting the customer as inactive.
7.0.5.90	Modification	Conversion	Rewrote ordertech conversion logic to 'spread out' prepaids and invoiced counts. (Tech Code 1014)
7.0.5.89	Fixed	Proposals	Service item linkup dropping items when adding from service items and looking at the order items details page
7.0.5.89	Fixed	RMA Return	SME was attempting to apply link status to non-existent items when processing an RMA return receipt which was creating two records.
7.0.5.89	Fixed	Dispatch / To Do	Lost list source on drop down not filling the list with the techs. Pointed it to use the tech source from dispatch (which is already filtered out by zone and workgroup).
7.0.5.89	Modification	Projects	Moved check boxes over, so they no longer covered up 1/2 the W, making it look like a V. Also fixed lost Print button.
7.0.5.89	Modification	Data Connections to MS SQL Server	Raised the connection timeout setting to 10 minutes as MS SQL is randomly dropping connections.
7.0.5.88	Fixed	Inventory	Initialize vendor item manufacturer from inventory
7.0.5.88	Fixed	Inventory	Requirement for item number.
7.0.5.87	Fixed	Invoicing	When converting dollar and percentage invoices, if input amount = remaining balance, invoice at 100 % instead of calculated %.
7.0.5.87	Fixed	Contracts	Parameter list for the mapping of the phone fields. Fax & Mobile were swapped on save.
7.0.5.87	Fixed	Reports	Made improvements to report designing module (i.e., when testing the query, test with what is in the editor, not what is in the table)
7.0.5.86	Fixed	Export Utility	Grid not assigned error in export
7.0.5.86	Modified	Inventory Reconciliation	Enabled the accept flag so user can accept 0 physical count as a valid number without having to repeatedly enter zero.
7.0.5.86	Modified	Inventory Reconciliation	Now exports the reconciliation to Excel.
7.0.5.85	Fixed	Invoice	UID would be too when generating invoices from orders.
7.0.5.85	Modified	Invoice	Set to iterate through the table and assign a new UID where the UID would be too long. May slow invoice processing.
7.0.5.85	Fixed	Dispatch	Order detail table record not getting deleted when a labor record is deleted.
7.0.5.85	Fixed	Customer Balance	Added a final recalc balances when payment is posted to correct rounding issues.
7.0.5.84	Modified	Inventory Recalculate On Hand, Available, and Reserved	Reset order quaintly calculation and totals.
7.0.5.83	Modified	Inventory	Not released
7.0.5.82	Fixed	Recurring Orders	AClass not copied to details when entering an order.
7.0.5.82	Fixed	Recurring Invoice	Editing existing service item had field error.
7.0.5.81	Modified	Conversion	Changed tech conversion order of events to first look for the name, then the user name.
7.0.5.81	Fixed	Customer Equipment	Initialization of On Hand inventory when adding custequipment unrelated to an order.
7.0.5.81	Added	Tech Code	Auto Run to correct custequip and mat detail issues arising from : previous versions when changing an order item from jit to delivered and creating equipment items not related to an order.
7.0.5.80	Modified	Price Book	Modified to make Price Book item have precedance and to use the price for the item on the order.
7.0.5.80	Fixed	Labor Editor	Initialization issues on the Labor Editor.
7.0.5.80	Fixed	Labor Editor	Scheduled hour calculation would not reset correctly.
7.0.5.80	Modified	Material Editor	If Price Book is used hide Price Levels settings since they are not used in the calculation.
7.0.5.80	Modified	Labor Calculation	If scheduled hours are not set, base cost on bill hours
7.0.5.79	Fixed	Material Editor	Adding labor after adding mat with labor hours would not recalulate totals.
7.0.5.79	Fixed	Vedor/PO	Selecting item for PO using Vendor settings would take the first item in the inventory.
7.0.5.78	Modified	Reports	Rollback transaction when report query fails to open
7.0.5.77	Modified	Labor Editor	Initialize labor rate first from customer custom, then from tech record, but override if any price book or service item rates exist (make Priority - Pricebook, service item, tech, custrate).
7.0.5.77	Modified	Order Convert	Removed check for temp table existance before dropping the temp table since it was causing ##table errors - temp table not found.
7.0.5.77	Modified	Labor Editor	Query for subcontractor labor rate.
7.0.5.77	Fixed	Proposal	Refresh from sales logic query pulling in the first entry in the Sales table.
7.0.5.77	Fixed	Labor Editor	Tech added to work group was not properly showing due to lookup for the tech.
7.0.5.76	Added	Tech Code	Tech code 504 to fix email addresses in contacts
7.0.5.76	Added	Conversion	Queries to update email addresses in contacts
7.0.5.76	Fixed	Reports	Check for ' commit ' statement in query (since transaction is now started before report query is opened, and rolled back when query is closed, make sure there's no commit statement in between)
7.0.5.76	Fixed	Fixed Orders	Non tax on fixed rate invoices (service, labor and materials)
7.0.5.76	Modified	Labor Editor	Sub contractor labor rate is now the labor cost for labor items.
7.0.5.75	Modified	System	Memo field issue where Memo fields and Notes fields with character counts in excess of 5000 characters were causing SME to slow down. Note: You should remove all Notes fields from your Search Views as this will greatly slow SME on order lookup and load.
7.0.5.74	Modified	Contracts	Always show web password in contact editor. Note : Changing it for a lead does NOT change it for customer, and vice versa.
7.0.5.74	Fixed	Utilities	Messages about record not found when recreating inventory, and the item uid, material uid or package uid are blank on the matieral link records.
7.0.5.74	Modified	System	Changed order of startup events to GET system format settings BEFORE using them to correct issues with corrupted user.ini files.
7.0.5.73	Fixed	Recurring Order	Customer Address info not updating when generating recurring orders.
7.0.5.73	Fixed	Recurring Orders	Error when generating task record
7.0.5.73	Added	Tech Code 427	Will re-initialize service orders and recalculate those orders where custname is empty from the above issue.
7.0.5.72	Fixed	User Group	Error changing user name.
7.0.5.72	Fixed	Recurring Orders	Order Items would not reorder error.
7.0.5.72	Fixed	PO/Order	Create PO from Order query was incorrect.
7.0.5.72	Modified	PO	Receive POItem by Serial Number modified to receive JIT items before non jit items.
7.0.5.72	Modified	System	Update table routine - only perform the update if something in the record has actually changed.
7.0.5.71	Modified	Proposals, Orders	Modified : if billable hours > 0 use them in conversion. otherwise, use scheduled hours.
7.0.5.71	Modified	Proposals, Orders	Modified : when posting the proposal task record, set the item quantity on the detail to either the billhours OR the scheduled hours.
7.0.5.71	Modified	Proposals, Orders	WHAT THIS MEANS: Inputting Scheduled hours with no billing hours will allow the task to be converted on the order. - If the task record is converted with scheduled hours only, then billable hours are set to be less than the scheduled hours. The order items detail status will become 'over converted', and cannot reconvert with the billed hours.
7.0.5.71	Added	System	Tech code 421 (autorun)update existing prop, order, recurring, ro details with the scheduled hours from task records where the billing hours = 0.
7.0.5.71	Fixed	Used Prepaid Services	Corrected missing fields error.
7.0.5.71	Fixed	Notify	System> Company> Notifications> Missing button to edit notification text.
7.0.5.71	Modified	Recurring invoices	Initialize reference number with contract number.
7.0.5.71	Fixed	User	Error when user name changes.
7.0.5.70	No Change at this time. Corrected in version 7.1	Billing and Sales	Due to the complexity of the issue, will not be fixed in 7.0. data is coming from 2 different contact tables (billing is from customer contact, therefore, data will not show in sales contacts). It is a fixed issue in 7.1
7.0.5.70	No Change at this time. Corrected in version 7.1	Customer	Contact fields not mapping correctly - due to the complexity of the issue, will not be addressed in 7.0 - It is a fixed issue in 7.1
7.0.5.70	Fixed	Customer	Contacts table not open error
7.0.5.70	Fixed	Recurring Invoices	Lost jump on customer name click removed : lookup icon (no code attached
7.0.5.70	Modification	Customer	When copying from site, set billinguid = cust.UID, to link correctly to contacts table.
7.0.5.70	Fixed	Generated Recurring Orders	Recopy customer name from customer when generated.
7.0.5.70	Fixed	Inventory	Library functions called when no library is installed for converting to non inventory item.
7.0.5.69	Fixed	Customer Equipment	MTBF field was stuck on custom field.
7.0.5.69	Fixed	Customer Equipment/ Material Editor	Copy from inventory on new records, then override from material record
7.0.5.69	Modification	Inventory	Limit detail deletes to admin user
7.0.5.68	Modification	System	Tech code 414 to recalculate customer balances and invoices.
7.0.5.67	Fixed	Tech Code	406 The same query was being used in two different places for different things in 406 tech code.
7.0.5.66	Fixed	6.3 conversion/tech code 409	Added autorun tech code 409 to correct the order details that were added/split out through the conversion process.
7.0.5.66	Modified	Email routines	updated calls to remove/rebuild email library (untested as I don't have the lib)
7.0.5.65	Fixed	Order Conversion	Corrected the error - An error occurred while processing temp tables. The statement has been terminated.
7.0.5.65	Fixed	Leads	lead source and lead status not properly initialized
7.0.5.64	Modification	Customer	Added check and prompt for open recurring orders, open recurring invoices and unexpired maintenance contracts before deactivating a customer
7.0.5.64	Fixed	PO	Bad field name on vendor items.
7.0.5.63	Fixed	Customer	Error in duplicating customer.
7.0.5.63	Modified	Proposal	Extra prompt after converting proposal to an order.
7.0.5.63	Fixed	System	Null reference when certifying.
7.0.5.62	Fixed	System	Fixed tech code 102
7.0.5.62	Fixed	Orders	Fixed random uid error, I think, when cloning from orderdetail page
7.0.5.62	Fixed	Orders	Attempt to fix UID generation through a query
7.0.5.61	Fixed	Home Page	Update Reapplied
7.0.5.61	Modification	Recurring Orders	Change itemtext on orderdetails for orderservices to come from invoice description, not description
7.0.5.61	Fixed	Recurring Invoices	Refresh issue to do full refresh, vs quick refresh, as quick refresh was returning recurring records, though none matched the parameters.
7.0.5.61	Modification	Recurring Orders	Removed restriction of one Recurring Order per customer. However… When adding an item to recurring order from grids, Added logic to search recurring orders, if there is more than one found for the customer
7.0.5.60	Fixed	System	Notifications not opening when new order is generated.
7.0.5.60	Modification	Recurring Orders	Modified the generate logic to generate a single days worth of records, advance the date by 1, generate single days worth of records, advance the date by 1, repeat until startdate > end date (start date is last date orders were generated, end date is start date + # of days to generate in advance.
7.0.5.60	Modification	System	Removed 'activate field services' menu item.
7.0.5.60	Fixed	Bar Code	Adding items on the fly from the barcode screen.
7.0.5.60	Fixed	System	Home Screen dead spots issue corrected by component update.
7.0.5.60	Modification	Dispatch	Positioning of remove tech button.