SME 8.1 - Revision History

Date: / 12.17.2014/ Version: 8.1.1.20 Auto Email/Fixed/Subject line character restrictions for special characters System/Export/Modified Dynamics export

Date: / 12.16.2014/ Version: 8.1.1.19 System/Modified/Update now pulls from 8.1 update FTP folders

Date: / 12.15.2014/ Version: 8.1.1.18 Orders/Fixed/Issue with Contract Number on editor System/Fixed/Form Code not pulling in custom tab when form code is used Purchase Order/Fixed/Only reduce counts if they are greater than the received count

Date: / 12.12.2014/ Version: 8.1.1.17/SQLink 8.1.1.3 System/Fixed/Journal entries not displaying on entering the tab

Date: / 12.10.2014/ Version: 8.1.1.16/SQLink 8.1.1.2 Inventory/Fixed/PO Account ID in Link options SQLink/Added/Option to ignore the customer when only Billing Customers are stored in QuickBooks

Date: / 12.08.2014/ Version: 8.1.0.15 System/Modified/Export for Dynamics

Date: / 12.08.2014/ Version: 8.1.0.15 System/Modified/Export for Dynamics

Date: / 12.06.2014/ Version: 8.1.0.14 System/Added/Export method for text export to MS Dynamics

Date: / 12.05.2014/ Version: 8.1.0.13 System/Modified/HTML text editor update to fix pasting images into SME System/Fixed/Conversion when database names do not match SQL conventions System/Modified/Error log messages

Date: / 12.03.2014/ Version: 8.1.0.12 Inventory/Fixed/incorrect field name in vendor items query System/Modified/Locking of data in SQL System/Modified/Reduced attempts to write locked data from 10 tries to 5 in SQL Orders/Service Items/Fixed/Issue when writing Class Name on Recurring generation

Date: / 12.02.2014/ Version: 8.1.0.11 System/Modified/Contacts/Filter by both Site and Billing Purchase Order/Fixed/Adding item to PO that was created from an order would fill in the order number Maintenance Contracts/Fixed/Updating maintenance contract was resetting the Recurring Invoice start date

Date: / 12.01.2014/ Version: 8.1.0.10 Users/Fixed/Code value updates with user name changes Dispatch/Modified/Moved more processes to tables as opposed to temp tables Orders/Fixed/Grid issue when selecting multiple items from the Partial Invoice screen was causing SME to crash Dispatch/Modified/Assets moved from temp table to permanent table Dispatch/Modified/Voided orders no longer show in Dispatch

Date: / 11.24.2014/ Version: 8.1.0.9 System/Tech Code/Runs tech code to revert all failed order conversions SQLink/Updated/Now updated to SME 8.1

Date: / 11.19.2014/ Version: 8.1.0.8 System/Added/Fields and tables for dynamic export System/Added/Logic to fill the dynamic tables Packages/Fixed/Error calculating package item totals when price is generated

Date: / 11.18.2014/ Version: 8.1.0.7

• Dispatch/Fixed/Error scrolling records when no options are set on settings tab
• Orders/Fixed/Error when scrolling through combined invoices on the Service/Install tabs
• Batch PO/Fixed/Trigger not getting re-initialized when updating
• Recurring Invoices/Fixed/Error when posting Recurring Invoices.

Date: / 11.12.2014/ Version: 8.1.0.6

• System/Modified/Batch PO/Added Item Number to grid
• System/Modified/Orders/Made Require Service Code an option
• System/Modified/Order/Added Allocated warning when adding orders to combined invoices
• System/Modified/Order handling from SME Mobile was causing occasional duplicate order UID's
• System/Fixed/Error logging and record update time/out issues
• System/Fixed/Saving records under Customer Equipment was not writing info to the new table but placing them in the old table

Date: / 11.11.2014/ Version: 8.1.0.5

• Batch PO/Fixed/Edit function in grid stopped working

Date: / 11.7.2014/ Version: 8.1.0.4

• Activities/Fixed/Alarms returning way too many records after database rebuild

Date: / 11.6.2014/ Version: 8.1.0.3

• System/Fixed/Orders/History tabs not saving settings and displaying correctly
• Proposals/Fixed/Fixed rates tab not calculating
• Inventory/Fixed/Transfers not completing the last record on multiple record transfers

Date: / 11.4.2014/ Version: 8.1.0.2

• System/Add/Zone filter to Proposal/Orders/Invoices to prevent 'Cannot add to order when adding from Dispatch'
• System/Add/Use Dispatch view for lookups when adding to dispatch. In some cases you may not see a refresh if you are on service and drag a proposal to dispatch
• System/Fixed/Error when adding new records. UID was initialized in the incorrect place. Causing prompts for SLA & Class re-initialization
• System/Modified/Tech certification check only if there are labor task records
• System/Updated/to latest component sets on all grids/dispatch controls/reporting controls/and data controls
• System/Fixed/Batch PO/Filters not functioning as planned
• System/Fixed/Error message on shutting down SME

Date: / 10.31.2014/ Version: 8.1.0.1

• Batch PO/Added/Button to only close modified PO's
• Batch PO/Added/Button for full regenerate of all PO's
• Batch PO/Modified/Fill table now only fills required PO's instead of all PO's
• Batch PO/Modified/Grid settings to improve speed
• Batch PO/Modified/Only add missing records to the grid instead of completely reloading the grid

Date: / 10.30.2014/ Version: 8.1.0.1

• Dispatch/Modified/Dispatch id's to tech, vendor, service, install, proposal, invoice
• Dispatch/Modified/Uses temp table for labor, uses view data vs query and updates ( Now the ID's necessary for dispatch are on the tables)
• Dispatch/Modified/Tracked and fixed 'missing' field errors when adding labor from project
• Dispatch/Modified/Creates view for labor and orders
• Purchase Order Batch PO/Modified/Added button to only close GENERATED records
• Purchase Order Batch PO/Added button for FULL regenerate
• Purchase Order Bulk Import/Modified/Fill table now only generates REQUIRED records, vs all 5000 records
• Purchase Order Bulk Import/Modified/Required records defined as 'close all records that have been generated or have a defined minimum level.
• Purchase Order Batch PO/Fixed/Grid settings to speedup process
• Purchase Order Batch PO/Modified/Only 'missing' records are regenerated.