Difference between revisions of "SME 8.1 - 8.2 Revision History"

Revision as of 17:52, 28 September 2021

Date: 9/10/2021/ Version: 8.2.3.138

System/Memo Editor/Updated the memo editor with latest fixes. Corrects a host of issues around formatting, displa, copy & paste

Date: 8/20/2021/ Version: 8.2.3.137

Dispatch/Modified/Set system to use Rich Text fields for loading Dispatch as HTML was causing slowness loading large amounts of text
System/Incoming Email/Added [Order Number] to the beginning of the Summary field for auto Outgoing emails

Date: 7/16/2021/ Version: 8.2.3.136/SQLink 8.2.3.25

System/Removed unused field for labor assignment
System/Added flag to print/batch email to isolate past due invoices
SQLink/added option and logic to send SME Outgoing email to QuickBooks Alt Email 1

Date: 6/11/2021/ Version: 8.2.2.135/SQLink 8.2.2.24

System/Memo Fields/Fixed CSS style string duplications when editing memos - Service Requested/Performed
SQLink\Added\Billable company to GL entries

Date: 4/23/2021/ Version: 8.2.2.134/SQLink 8.2.2.23

System/Reporting/Installed update to HTML component
SQLink\Fixed - do not update username when importing sales persons
SQLink\Fixed - table not open when importing customer types

Date: 4/16/2021/ Version: 8.2.2.133

System\Archiving\Skip payment types as they get auto created if missing

Date: 4/16/2021/ Version: 8.2.2.132/SQLink 8.2.2.22

System\Setup\Inventory\Snapshot\Added ability to trim the inventory snapshot file when it becomes bloated
System\Utilities\Archiving\Added ability to select your own archive folder path

Date: 2/26/2021/ Version: 8.2.2.131/SQLink 8.2.2.21

System/Update/Updated HTML components to the latest versions
SQLink/Updated to use the latest HTML components for export

Date: 2/19/2021/ Version: 8.2.2.130/SQLink 8.2.2.20

Assets/Computers/Fixed location field selection
SQLink/Invoice Export/Modified code to strip unprintable characters from notes fields

Date: 1/29/2021/ Version: 8.2.2.129/SQLink 8.2.2.19

Proposals/Direct Sales/Fixed default Search Views
SQLink/Customer Export/More modifications to correct customer export to QuickBooks

Date: 1/15/2021/ Version: 8.2.2.128/SQLink 8.2.2.18

System/UI/corrected some field overlapping and display issues.
System/Permissions/Form Code - corrected logic
SQLink/Customer Export/Modified to correct customer export to QuickBooks

Date: 1/8/2021/ Version: 8.2.2.127

System/UI/corrected some field overlapping and display issues.
Dispatch/Modified/Moved spacing between buttons for 'Remove Tech' and Refresh'

Date: 12/18/2020/ Version: 8.2.2.126

System/Orders/Summary line allowed for text over flow.
System/Payments/Error when canceling a payment with a notification

Date: 11/14/2020/ Version: 8.2.2.125

System/Memo fields/Update to the editor to correct font and other HTML issues.

Date: 11/06/2020/ Version: 8.2.2.124

Inventory/Reconciliation/Modified to allow selecting the batch date.(Note: This does not change the actual date of the transaction).
System/Recurring/Modified to include copy tax group, price book, salesperson, terms from customer settings to the Recurring modules when generating recurring invoices/orders

Date: 10/30/2020/ Version: 8.2.2.123

System/Editors/Fonts now used in memo fields will print correctly

Date: 10/23/2020/ Version: 8.2.2.122

System/Memo fields/Corrected URL launching

Date: 10/19/2020/ Version: 8.2.2.121

System/Memo fields/Modified flag to correct data field corruption when printing forms

Date: 10/16/2020/ Version: 8.2.2.120

System/Setup/Changed setup to a tabbed layout and corrected field over lapping

Date: 10/9/2020/ Version: 8.2.2.118 - not released

Date: 10/2/2020/ Version: 8.2.2.118 - not released

Date: 9/25/2020/ Version: 8.2.2.117

System/Reporting/Testing on reporting components
SQLink/Import/Modified to accept importing customers with 100's of ship to addresses. Intuit had limit at 50 prior to QB 2019.

Date: 9/4/2020/ Version: 8.2.2.116

Recurring Orders/Details Tab/Added Trip Charge field
Utilities/Price Books/Update all details when Price Book name changes

Date: 8/28/2020/ Version: 8.2.2.115-Not Released

System/Reporting/Update of reporting font component broke data field display

Date: 8/21/2020/ Version: 8.2.2.114-Not Released/SQLink 8.2.2.16

System/Activities/Fixed error when selecting the activity twice
System/Reporting/Updated components not working correctly
SQLink/Modified/Changed invoice deletes due to Intuit changes regarding invoice deletions

Date: 8/14/2020/ Version: 8.2.2.113 - not released

Date: 8/7/2020/ Version: 8.2.2.112/SQLink 8.2.2.15

System/SQLink/Added option to skip user notes on employee import
System/SQLink/QuickBooks version no longer required - removed from setup

Date: 6/26/2020/ Version: 8.2.1.111

Utilities/Export/Clear double quotes from all fields before exporting

Date: 6/10/2020/ Version: 8.2.1.110

Orders/Order Material Editor/Corrected field overlap and error when canceling out of Search
System/Tech Code/Updated FTP sites

Date: 5/8/2020 Version: 8.2.1.109

System/Modified auto upload/update FTP locations

Date: 5/1/2020 Version: 8.2.1.108

Purchase Order/Modified/Added ability to add Non Inventory items from the Orders Modules

Date: 4/17/2020 Version: 8.2.1.107

Orders/Modified/Adding new service item from orders

Date: 4/17/2020 Version: 8.2.1.106

Inventory/Landed Costs/Query correction

Date: 4/10/2020 Version: 8.2.1.105

Inventory/Landed Costs/Modified functionality. Added grid sorting and selection. Added Action Item to the menu for adjusting individual landed costs.

Date: 3/20/2020/ Version: 8.2.1.104

System/Added/Added custom tables to Service Items

Date: 2/28/2020/ Version: 8.2.1.103

Orders/Fixed/Importing package items on the Order Items and material tabs
System/Fixed/misspelling on backup prompt

Date: 2/07/2020/ Version: 8.2.1.102

Reports/Fixed/Report designer error when accessing some tables
Reports/Fixed/Do not add CSS lines to signatures

Date: 1/31/2020/ Version: 8.2.1.101

Vendor Item/Update/Vendor items are now linked directly to the material details
Vendor Item/Update/Vendor items PO's are now updating Cost/Retail based on the vendor
Email/Fixed/Assigning Email addresses to Copy and Blind Copy fields
Email/Fixed/Sort order of email addresses in address selection

Date: 11/15/2019/ Version: 8.2.1.100/SQLink 8.2.1.11

SQLink/Modified/Added export Invoice Summary to QuickBooks Invoice Memo
SQLink/Modified/Removed all but one blank line on the QuickBooks invoice for Service notes
SME/User Groups/Fixed/User group options not showing after a change
SME/User Setup/Log Tab/Right Click Export log now functioning

Date: 10/11/2019/ Version: 8.2.1.99

SME/Added key fields to order conversion to speed conversion
SME/Tech Code/Updated Scheduled Service to Recurring Orders conversion to only use the existing date information from Scheduled Services in Recurring Orders

Date: 8/16/2019/ Version: 8.2.1.98

System/Fixed/Subtotaling update on all Order Item grids

Date: 7/26/2019/ Version: 8.2.1.97

System/Updated/TLS version to work with Microsoft Office365 email
Customer Equipment/Added/SMPSystem to the module grid
Customer Equipment/Modified the grid. It can now be rearranged
Modules/Modified/Added Is Equipment flag to all Order Item Tabs for all modules

Date: 7/12/2019/ Version: 8.2.1.96

System/Conversion/Conversion issues regarding database connections during the process

Date: 6/7/2019/ Version: 8.2.1.95

System/Data Conversion/Clear all functions prior to starting the conversion

Date: 5/31/2019/ Version: 8.2.1.94

System/Data/Normalized all numeric fields

Date: 5/17/2019/ Version: 8.2.1.93

System/Batch Print/Component freezing due to grid update
RMA/Reverse/Corrected reversing an RMA
RMA/Added/Jump to order
System/Updated/Updated the reporting HTML component with added functionality

Date: 5/12/2019/ Version: 8.2.1.92 Not released

Date: 5/10/2019/ Version: 8.2.1.91

System/Converting/Set Scheduled Services ending date when it's not set prior to conversion.
System/Propagating/Now correctly propagates all address and email info. Must be processed separately.

Date: 4/29/2018/ Version: 8.2.1.90

Batch Print/Fixed/Customer UID was not filling in and writing the batch record details to the customer Journal
System/Invoice/Fixed error on order to invoice conversion when the error was a zero records error

Date: 4/22/2018/ Version: 8.2.1.89

System/Added/Added a system UID for any place in SME where an order UID was not written.

Date: 4/5/2018/ Version: 8.2.1.88

System/Propagate/Using the .87 query method to manage all propagation. Propagation was timing out on long running queries
System/Propagate/Now updates all associated module records

Date: 3/22/2018/ Version: 8.2.1.87

System/Added/Method to remove long running queries from the application into SQL for quicker processing

Date: 3/8/2018/ Version: 8.2.1.86

System/Recurring Orders/Fixed issues when converting Scheduled Services to Recurring Orders
System/Tech Compliance/Reviewing tech compliance

Date: 2/25/2018/ Version: 8.2.1.85 - not released

RMA/Completed/Reversing an RMA. Still not compatible with all types of RMAs

Date: 2/25/2018/ Version: 8.2.1.84- not released

Date: 2/1/2018/ Version: 8.2.1.83 - not released

Date: 2/1/2018/ Version: 8.2.1.82

RMA/Added/Reversing RMA and adding item back to stock

Date: 1/25/2018/ Version: 8.2.1.81/SQLink 8.2.1.10

Customer Equipment/Modified/Add order aid to all manually entered customer equipment records
System/Licensing/Added alternative sites to check for licensing should one fail

Date: 1/25/2018/ Version: 8.2.1.80/SQLink 8.2.1.9/Routines 8.2.1.31

System/Fixed/Currency set to Hong Kong was causing Recurring invoice failure
SQLink/Export/Strip out all HTML tags as QB is not in RTF for memo fields
Routines/Contacts Update/Bad field name was causing contact update issues
Routines/Memo fields/Now strip HTML when exporting

Date: 12/7/2018/ Version: 8.2.1.79

System/Archive/Set archive queries to 'not' look for unrelated records that have already been archived

Date: 11/30/2018/ Version: 8.2.1.78

System/Orders/If a repair item existed system was querying the entire customer equipment list instead of the specific item you required

Date: 11/9/2018/ Version: 8.2.1.77

System/Fixed/Global field showing after update

Date: 10/26/2018/ Version: 8.2.1.76/SQLink 8.2.1.8

System/Email/Send email body out as text since MAPI was dropping the info
SQLink/Modified/Added Class ID to the qb export

Date: 10/19/2018/ Version: 8.2.1.75

Scheduled Service/Convert with a service item of 'Maintenance' type if Scheduled Service has no items

Date: 09/28/2018/ Version: 8.2.1.74

System/Modified/Duplication - when duplicating customers do not duplicate billing information
Scheduled Service/Added/Tech code to convert all Scheduled Services to Recurring Orders in anticipation of eliminating Scheduled Services

Date: 09/26/2018/ Version: 8.2.1.73

System/Advanced Search/Fixed error when clicking on the 'Notes' option

Date: 09/15/2018/ Version: 8.2.1.72

System/Email/Email body text was not copying to Outlook when set to MAPI
System/Reports/Error on sending email on some systems due to the Standard font used in all reports
System/Orders/Not able to invoice a fully closed partial order after adding a new item to the order due to the order/invoice calculations
System/Logon/Clear user/password fields after failed log on attempt

Date: 08/30/2018/ Version: 8.2.1.71

Inventory/Reconciliation/Filling inventory reconciliation and not posting the same day was moving all inventory to the virtual location
System/Sales/Notes/Modified to copy Sales Site notes to Customer when converting
Setup/User/Fixed issue allowing an employee to set themselves as supervisor causing infinite loop

Date: 08/03/2018/ Version: 8.2.1.70

SQLink/Modified/No longer can import Notes from QuickBooks since they corrupt the SME notes
SME/System/Do not import QuickBooks notes due to Rich Text vs HTML

Date: 07/27/2018/ Version: 8.2.0.69

Customer/Maintenance Contracts/Error when adding Scheduled Service from Maintenance Contracts
System/Import/Proposal error coming up if the user was in the proposal module and went to Utilities/Import
Proposal/Conversion/Fixed issue when converting due to item allocation when all on hand were reserved
System/Print Pack/Further attempts to get printing/emailing working correctly with Print Pack

Date: 07/20/2018/ Version: 8.2.0.68

SQLink/Modified/Added serial numbers to GL export memo line

Date: 06/08/2018/ Version: 8.2.0.67

System/Printing/Print Packet was locking up when printing

Date: 05/18/2018/ Version: 8.2.0.66

Inventory/Fixed/Stock recording the 'actual' date added as opposed to adding to existing stock records from another year

Date: 04/13/2018/ Version: 8.2.0.65

System/SQL logic/Dropped all unnecessary fields from the search building logic for speed improvement
PO/Fixed/Order status was not clearing due the procedure getting called twice

Date: 03/23/2018/ Version: 8.2.0.64

Dispatch/Fixed/Deleting techs with vehicles were not removing the vehicle from the order
Custom Details/Fixed/Custom details were getting dropped due to flag on the header clearing on Save

Date: 03/16/2018/ Version: 8.2.0.63

Custom Tables/Views/Fields not getting dropped from views when they are dropped from the modules

Date: 03/8/2018/ Version: 8.2.0.62

Search/Fixed/Error when a UID was included in a search

Date: 02/23/2018/ Version: 8.2.0.61

Inventory/RMA/Fixed so the location picked when returning can be different than the default location
Inventory/Material Detail/Modified rounding for order items

Date: 01/12/2018/ Version: 8.2.0.60

System/Editor/Modified CSS so images can be resized
Inventory/Add Stock/Require new inventory item to be saved before adding stock
Inventory/Transactions/Modified transaction info to correctly show added stock from inventory vs system
SQLink/Fixed/Notes not clearing out when exporting invoices with revised notes
SQLink/Fixed/Save shipping addresses correctly on export to QB

Date: 11/24/2017/ Version: 8.2.0.59

Invoicing/Modified/Creating invoice would occasionally not create due to package items
System/Custom Detail/Fixed issue when adding custom details when custom tables existed
System/Cloning/Fixed customer UID not inserted on all cloned proposals

Date: 10/27/2017/ Version: 8.2.0.58

Inventory/Fixed/Rounding error caused by records in inventory sub table

Date: 09/29/2017/ Version: 8.2.0.57

Customers/Prepaid/Activity flag not clearing out when Maintenance or Warranty was selected on a prepaid order

Date: 09/22/2017/ Version: 8.2.0.56

System/Speed/Modified SQL to speed up SME
Invoicing/Fixed Rate/Fixed bug due to calculating when percent was less than zero

Date: 09/08/2017/ Version: 8.2.0.55

System/Grids/Rebuild with underscore in the name due to bug in the component

Date: 08/25/2017/ Version: 8.2.0.54

System/Export/Modified to keep prompting for a file name as long as the view name is blank
System/Modules/Saving-Restoring views when sub grids change
System/Dispatch/Set dispatch default timer to 10 minutes if it has not been set

Date: 08/18/2017/ Version: 8.2.0.53 - not released

Date: 08/011/2017/ Version: 8.2.0.52

System/Editor/Fixed tabbing in editors
System/Tech Codes/Fixed uploading/downloading for tech codes

Date: 08/04/2017/ Version: 8.2.0.51

PO/Modified/Added due date to the grids
Inventory/Fixed/Parent item field was not clearing when deleted

Date: 07/28/2017/ Version: 8.2.0.50

System/Views/Fixed Quick Jump logic

Date: 07/21/2017/ Version: 8.2.0.50

System/Views/Changed to always go to the first record on Radio button changes
System/Views/Modified to not drop the current view if closing orders

Date: 06/17/2017/ Version: 8.2.0.49

System/Navigation/Error when using Next/Last button and only one record in the filtered data
System/Navigation/Change order filters and queries loading for modules
System/Navigation/View lookup modification to do lookups on limited field list

Date: 06/16/2017/ Version: 8.2.0.48

System/Search/Modified to only use a limited field list and not every field in the grid
System/Navigation/Next-Last button not actually saving the 'last' record looked at
System/Search/Modifying queries that load the search grids

Date: 06/09/2017/ Version: 8.2.0.47

System/Conversion/Redo image handling when converting orders with 100's of images
PO/Fixed/Speed when opening PO with 100KK of inventory items
Inventory/Parent Item/Programed the drop down to do a lookup of items

Date: 06/02/2017/ Version: 8.2.0.46

System/Routines/Library revision to compile under SQL 2012

Date: 05/26/2017/ Version: 8.2.0.45

Inventory/Modified/Parent Item lookup not loading the list

Date: 05/12/2017/ Version: 8.2.0.44

System/Editor/Fixed/RTF conversion issues
Orders/Service/Install/Fixed blocking routines keeping order from closing

Date: 05/01/2017/ Version: 8.2.0.43 - not released

Date: 05/01/2017/ Version: 8.2.0.42

System/Editor/Worked with component to get cursor working
SQLink/Fixed/A/V error when saving new records into SME

Date: 04/07/2017/ Version: 8.2.0.41

System/Modified/Moved document field to directory to only show on the stored documents tab

Date: 03/31/2017/ Version: 8.2.0.40

Proposals/Fixed/Error when converting service items from packages to orders

Date: 03/24/2017/ Version: 8.2.0.39

System/Added/Option for time stamp in memos

Date: 03/10/2017/ Version: 8.2.0.38

System/Fixed/Error when deleting a class which was a child of another class

Date: 03/04/2017/ Version: 8.2.0.37

System/Modified/Component for memo editing

Date: 03/03/2017/ Version: 8.2.0.36

System/Fixed/Getting error when emailing due to new report components

Date: 02/24/2017/ Version: 8.2.0.35

Orders/Fixed/Dot net error on allocation
Purchase Order/Modified/How order quantity is calculated for PO generation
System/Modified/Made the doc directory field path smaller to free up screen real estate

Date: 02/10/2017/ Version: 8.2.0.34

Reports/Modified/Embedded the Windows path to the CSS in each order since occasionally it was not found.
Email/Added/Email template bodies - can now set up email templates and use in the modules

Date: 02/05/2017/ Version: 8.2.0.33

System/Fixed/Grids causing errors when selecting columns from the column picker

Date: 01/20/2017/ Version: 8.2.0.32

System/Modified/Remove limit on number of days for calculating finance charges
Orders/Fixed/Travel Charges and other charges not carrying to the invoice

Date: 01/16/2017/ Version: 8.2.0.31

Dispatch/Fixed/Refresh setting in Setup> Company> System was not refreshing

Date: 01/14/2017/ Version: 8.2.0.30

Custom Tables/Fixed/Custom table for Customer Equipment was not named correctly causing issues with search availability
Custom Tables/Modified/Changed wording in designer from 'Boolean' to 'True/False'
Customer/Modified/Changed ordering of tabbing on Prepaid Service Editor
System/Modified/Excel export will now default to .xlsx
System/Fixed/PO Status not updating when a PO was closed

Date: 12/23/2016/ Version: 8.2.0.29

System/Fixed/Removal of a field was causing the forms to malfunction and lock up SME
System/Fixed/Update was getting stuck in single user mode in SQL

Date: 12/20/2016/ Version: 8.2.0.28

System/Modified/Expanded width of document directory fields to 255 characters to match Windows conventions
Orders/Fixed/Dot Net error converting orders due to new 'Auto Deliver Reserved on Invoice' flag
Recurring/Modified/Invoice line now displays as long date Month/day/year
Reports/Fixed/Custom reports now backed up to common files Reports\backup in a zip file
Orders/Fixed/Virtual warehouse showing up for selection

Date: 12/03/2016/ Version: 8.2.0.27

Not released

Date: 12/02/2016/ Version: 8.2.0.26

Proposal/Added/Bid Code required flag
Orders/Fixed/Class now changes when Service item changes
System/Fixed/Update was not functional
System/Fixed/Virtual warehouse was showing for serial number selection

Date: 11/28/2016/ Version: 8.2.0.25

Orders/Modified/Price Book change on Rates tab now changes the price book on all un-invoiced items on the order

Date: 11/25/2016/ Version: 8.2.0.24

Reports/Fixed/Customer Equipment serial number not filling in when linked on invoice reports

Date: 11/11/2016/ Version: 8.2.0.23

System/Orders/Added flag to automatically set reserved when invoicing an order
System/Fixed/Purchase Orders receiving items with vendor item costs was updating inventory record, but adding material details with incorrect cost
Inventory/Fix/Parent item changes when item was not a QB item

Date: 11/04/2016/ Version: 8.2.0.22

Orders/Revised Fix/Order Details subtotals were not recalculating

Date: 10/11/2016/ Version: 8.2.0.21

Reports/Fixed/Proposal-Order linking tables
Orders/Fixed/Order Details subtotals were not recalculating

Date: 10/04/2016/ Version: 8.2.0.20

Reports/Modified/Prompts when there is no data found for the report

Date: 09/16/2016/ Version: 8.2.0.19

System/Fixed/Tech Code to upload custom reports (988)

Date: 09/14/2016/ Version: 8.2.0.18

SQLink\Fixed\Payments now use the specific account assigned to the pay method and not a generic account

Date: 09/12/2016/ Version: 8.2.0.17

System/Fixed/Issue connecting to database and issues with database getting stuck in single user mode when updating

Date: 09/08/2016/ Version: 8.2.0.16

System/Fixed/Memo fields were scrambling text when scrolling.

Date: 08/29/2016/ Version: 8.2.0.15

System/Fixed/Issue connecting to database when making new alias

Date: 08/06/2016/ Version: 8.2.0.14

System/Modified/Memo editor now uses CCS for text styling

Date: 08/05/2016/ Version: 8.2.0.13

System/Modified/Updates to custom memo editor

Date: 08/05/2016/ Version: 8.2.0.12

System/Modified/Released 8.2 as new version with custom revision to editing functionality. 8.2 is exactly the same as 8.1 with the exception of editing.
Orders/Fixed/Taxes on Fixed rates tab

Date: 08/04/2016/ Version: 8.1.5.138

System/Modified/Report component for memo fields - tech code 8316

Date: 07/26/2016/ Version: 8.1.5.137

System/Modified/Report component for memo fields

Date: 07/14/2016/ Version: 8.1.5.136

System/Modified/Editor for memo fields

Date: 07/12/2016/ Version: 8.1.5.135

Orders/Modified/Added vendor name to the vendor item lookup
Customer/Fixed/Customer> History> Recurring Order double click an order resulted in error
Orders/Fixed/Arriving start time of 12:00 now correctly calculates scheduled time
Vendors/Modified/Subcontractor tab - added Company & Account Number to the history grid

Date: 06/27/2016/ Version: 8.1.5.134

Orders/Modified/Added flags to better handle when order items are voided

Date: 06/10/2016/ Version: 8.1.5.133

System/Search/Corrected bug when some parameters are not available in another module and you use the view

Date: 06/09/2016/ Version: 8.1.5.132

Purchase Order/Batch PO/Fixed bad field names in Search view
Orders/Fixed/Subcontractor view not pulling in the subcontractors in Details and Settings or the labor editor
Contacts/Fixed/Is Active flag not always allowing saving

Date: 06/08/2016/ Version: 8.1.5.132

System/Bulk Purchase Order/Save-Restore grid filter
System/Bulk Purchase Order/Added Status panel to the bottom of the form and logic to show specific stats; number of records, number of PO's generated, how many PO's should generate based on filter conditions
System/Modified/When converting Proposals from Cloned orders for new customers, and the customer does not exist, create the customer from the proposal

Date: 06/03/2016/ Version: 8.1.5.131

Reports/Designer/Added time sheets to specifiers

Date: 05/30/2016/ Version: 8.1.5.130

System/Email/Issue when auto emailing Purchase Orders

Date: 05/27/2016/ Version: 8.1.5.129

Recurring Orders/Fixed/Assigned to field length mismatch between Activity Table and modules was causing errors when generating recurring orders

Date: 05/18/2016/ Version: 8.1.5.128

System/Email/Added a wait processor to the email function to attempt to avoid the Socket error

Date: 05/12/2016/ Version: 8.1.5.127

System/Added/Tech code for customer specific issue
Purchase Order/Fixed/Issue recalculating inventory detail when item quantities change for items on orders

Date: 05/05/2016/ Version: 8.1.5.126

Reports/Added/Report table source to avoid long queries when writing reports combining order/invoice modules

Date: 03/31/2016/ Version: 8.1.5.125

Reports/Added/Modified queries for standard reports. Cleanup bad queries, etc…

Date: 04/19/2016/ Version: 8.1.5.124/SQLink 8.1.5.33

Reports/Added/Added equipment details for service, install, and invoice reports
Reports/Added/Ability to filter to sub details on report detail specifiers tab
Reports/Added/Item Cost & Item Price as calculated fields
SQLink/Fixed/Exporting Proposal discounts

Date: 04/14/2016/ Version: 8.1.5.123

System/Reports/Can now preview a report regardless of type from the designer

Date: 03/31/2016/ Version: 8.1.5.122

Orders/Order Item Editor/Fixed: Set the override cost flag based on customer custom settings AFTER initializing for the first time

Date: 04/13/2016/ Version: 8.1.5.121

System/Conversion/Drop triggers when converting to avoid running unnecessarily
System/Conversion/Force index rebuild after conversions
Payments/Pay methods/Do not clear Pay method QBID when importing. Use pay method QBID for payment reference
System/Inventory/Tech code to check between inventory detail and material detail for counts that do *not match and recalculate counts.
Orders/Order Item Editor/Toggling the lock cost flag was not correctly updating the cost from equipment items

Date: 03/31/2016/ Version: 8.1.5.120

System/Reports/Updated conversion to handle converting from older versions.

Date: 03/30/2016/ Version: 8.1.5.119

System/Reports/Updated reporting designer components to the latest versions

Date: 03/29/2016/ Version: 8.1.5.118

System/Reports/Updated reporting HTML components to the latest versions

Date: 03/24/2016/ Version: 8.1.5.117

System/Conversion/Limited release to correct UID generation on custom tables

Date: 03/23/2016/ Version: 8.1.5.116

System/Task Records/Modified so the Available count is always set to the Billable Quantity
System/Task Records /Modified to allow for zero in the included count for labor records
System/Task Records /Modified for Proposal to match orders
System/Email/Make sure copies are set to 1

Date: 03/22/2016/ Version: 8.1.5.115

Orders/Grids/Added Actual cost and Average Cost to order grids

Date: 03/10/2016/ Version: 8.1.5.114

System/Reports/Modified to show is standard flag
System/Global/Modified no longer jumps to first record in table when deleting a record

Date: 03/09/2016/ Version: 8.1.5.113

System/Item Editors/Changed Override Cost to Lock Cost
System/Item Editors/Changed functionality to not change cost even if item number changes
System/Reports/Fixed the report file name disappearing
System/Reports/Modified to limit query pulls to 1 record to speed development of reports

Date: 03/08/2016/ Version: 8.1.5.112

System/Reports/Functionality changes to the

Date: 03/07/2016/ Version: 8.1.5.111

System/Reports/Added the Master Data pipeline settings to the report designer

Date: 02/23/2016/ Version: 8.1.5.110

System/Reports/Modified to include all possible custom tables
System/Reports/Added logic to check if the table exists in the query before running the report
System/Reports/Update notes field to track changes to reports
System/Reports/Added function, 'CTRL-U' to add time stamp editor to the notes window
System/Reports/Modified tech code '802' now prompts to export, Custom, Standard, or Both
System/Reports/Modified tech code '12916' options to clean up existing reports.

Delete – Will delete all doc entries in SME and RTM files… only to be used with High5 support
Delete MISMATCH – SME will scan the reports folders and delete report showing up in search without an actual report in the file system.
Clean Directory – Will transverse the report files and check if it’s actually used. If unused the report will be deleted unless it’s a template report.

Date: 02/19/2016/ Version: 8.1.5.109

System/Reports/Fixed Test Query so the 'preview' tab in the designer now works
System/Reports/Fixed speed issue opening query reports
System/Reports/Added the report file name to the caption of the designer
System/Timesheets/Fixed deleting timesheet was not recalculating the order task records

Date: 02/18/2016/ Version: 8.1.5.108

System/Reports/Revised tech codes 135/136

Date: 02/17/2016/ Version: 8.1.5.107

System/Reports/Reviewing all custom reports for SME to make sure all of the latest changes are working
System/Memo fields/Embedding pictures broke with reporting component update. Found a way to correct the issue.
System/Certifications/Fixed loading the vendor name from the tech certification screen
Orders/From Mobile/Create and initialize custom record information

Date: 02/15/2016/ Version: 8.1.5.106

System/Modified/Tech certification added to the custom tables
System/Added/Vendor lookup added to tech certifications
System/Vendor/Added vendor lookup to the tech certification editor
System/Custom Tables/Added tech certifications to the custom tables
Invoice/Fixed Invoice/Fixed calculating invoiced status on fixed invoices with order details

Date: 02/11/2016/ Version: 8.1.5.105

System/Modified/After creating a new order set the focus on the order summary
System/Reports/Modified root reports to use two new folders under the High5Software\Reports folder. Now Reports\Standard - SME canned reports and Reports\Custom - customer custom reports.
System/Reports/Modified saving of reports to always prefix with Standard, if a canned report and Custom for all custom reports.
System/Orders & Invoices/On new orders set focus on order summary

Date: 02/05/2016/ Version: 8.1.5.104

System/Modified/Set vendor name field from tech certification screen
System/Modified/Images in text fields not getting correctly embedded since a component update broke the logic to embed the image.
Reports/Modified/Tech code 135 now rebuilds standard reports and cleans up custom reports
Reports/Modified/Keep the report name in the caption of the designer
Reports/Fixed/Speed when opening reports
Orders/Time Sheets/Deleting a time sheet record was not always recalculating the time fields
SQLink/Modified/Flag item discounts as nontaxable regardless of default setting

Date: 02/04/2016/ Version: 8.1.5.103

Orders/Fixed/Infinite loop issue for updating orders with many serialized items
Orders/Fixed/Issue opening orders with CL in the HTML string.
SQLink/Modified/Package export. Items not set as summarized if export set as summarized

Date: 02/02/2016/ Version: 8.1.5.102

System/Getting seat count when logged in as Admin
Reports/Modified/Prompt when running tech code 12916 asking if you want to keep custom reports

Date: 01/29/2016/ Version: 8.1.5.101

Reports/Fixed/Inventory Snapshot report
Reports/Modified/Tech Code to delete all custom reports and restore only standard reports-12916
Reports/Modified/Tech Code 802 - now prompts to backup only custom reports for uploading to High5
Reports/Modified/All High5 reports will be prefixed with the word 'Standard'
Reports/Modified/When opening designer make sure all reports have a file

Date: 01/28/2016/ Version: 8.1.5.100

Reports/Modified/Report editing taking too long to open up when editing a report

Date: 01/25/2016/ Version: 8.1.5.99

Scheduled Services/Fixed/Day count was off by 1 due to leap year
Orders/Fixed/If Assigned To was a Work Group the work group name would not populate
Orders/Fixed/Issue when selecting items from mobile
Inventory Transfer/Fixed/If the transfer does not have a detail connection relink the data or create a new link and use it
System/Modified/Information on the Class prompt dialogue pop-up
System/Added/Default Price Book. Setting is under: Setup> Company> Customer Defaults> Rates & Charges Defaults> Price Book.
System/Issues/Modified to integrate better with auto incoming email

Date: 01/14/2016/ Version: 8.1.5.98

Orders/Modified/Rewrote data import from Order Items tab to include cost and retail
Inventory/Modified/Removed vendor update prompt when the vendor flag in Setup> Company> Inventory is 'UnChecked'
Inventory/Modified/Will now update inventory if any markup flags are set
Inventory/Added/Tech Code to batch process all inventory items with any Markup flags set
System/Added/Class requirement for PO module now optional
Of the above items the PO Class & Vendor prompt are new flags on the Setup> company> inventory page in SME.

Date: 01/12/2016/ Version: 8.1.5.97

Inventory/Modified/Allow non inventory to be RMA'd
Orders/Fixed/Set Labor Cost to the Service Item labor Cost when entered from mobile
System/Modified/SQL functionality to address speed issues in very active databases
SQLink/Modified/Allow importing of QB items when QB allows duplicate QB ID's - Tax Related

Date: 12/22/2015/ Version: 8.1.5.96

Dispatch/Fixed/Cannot drag an order to Dispatch that has an Order Status set to 'Not' show in Dispatch
Inventory/Added/Option to not prompt to update Vendor Items - 'Advanced Vendor Options'
Batch Print/Modified/Filter out Voided Orders
Orders/Fixed/Calculating taxes on Fixed Rate records
System/Modified/Functionality for saving records

Date: 12/15/2015/ Version: 8.1.5.95

Purchase Order/Fixed/Order Status/Order Status changing on orders where items had already been received.
Purchase Order/Modified/Reorder quantity pulling from incorrect record
Purchase Order/Modified/Batch PO initializing from wrong routine
Maintenance Contracts/Fixed/Could not remove invoice from contract
Inventory/Fixed/When on non-inventory item the Stock & Material Detail tabs were still showing. They should not.

Date: 12/14/2015/ Version: 8.1.5.94

System/Modified/Functionality for SQL 2012 and beyond
System/Modified/Functionality for record locking

Date: 12/10/2015/ Version: 8.1.5.93

Inventory/Fixed/Stock Add form not closing

Date: 11/12/2015/ Version: 8.1.5.92

Purchase Order/Fixed/Removing POItems causing order items to go into a JIT status when linked and the POItem had not been received. Which could cause Invoiced items to go into a JIT status.

Date: 11/02/2015/ Version: 8.1.5.91

Orders/Fixed/Cost zeroing out when added to the order

Date: 10/28/2015/ Version: 8.1.5.90

System/Added/Permission to delete closed Purchase orders flag
Orders/Added/Unavailable time records now calculate scheduled hours.
System/Added/Autorun tech code to calculated scheduled hours on future unavailable records.

Date: 10/14/2015/ Version: 8.1.5.89

Inventory/Reconcile/Fixed/The label on allocation screen for needed count to fulfill required action
Inventory/Reconcile/Added/Button on allocation screen to auto revert reserved items to allocated status until count needed is met
Inventory/Reconcile/Modified/Moved the prompt to close batch to AFTER the reconciliation logic has taken place, and displays the number of unreconciled records remaining that require further action.
Inventory/Reconcile/Modified/When creating material detail for physical count use current cost/retail from inventory
Inventory/Reconcile/Fixed/Spelling for 'physical count record not found' message

Date: 10/12/2015/ Version: 8.1.5.88

Vendors/Modified/Added Cost and Retail to the update logic for Vendor Items

Date: 10/09/2015/ Version: 8.1.5.87

Orders/Added/Link Service Item to Wage Item
Orders/Added/When Changing service item initialize the wage item
Orders/Fixed/Selection button disabled on editors
Orders/Fixed/Order Items tab spelling error

Date: 10/05/2015/ Version: 8.1.5.86

Orders/Modified/Opened Labor Cost to allow editing after invoicing. Note: the Cost can only be adjusted if the Billing status or Price Book does not link Scheduled and Billing

Date: 10/03/2015/ Version: 8.1.5.85

Utilities/Modified/Inventory Reconciliation now has a button to Accept all items in the batch. Note: You must do Import Physical Counts prior to accepting all items.

Date: 09/30/2015/ Version: 8.1.5.84

Orders/Fixed/Labor Editor Tech lookup was not placing selection in the Tech field

Date: 09/22/2015/ Version: 8.1.5.83

PO/Added/Ability to update inventory cost and retail from the DEFAULT LANDED vendor/vendor items
Orders/Modified/If user cannot edit invoiced orders they also cannot edit the line items in any way, if the line item has been invoiced. If user can edit invoiced orders, they can also edit the line items, unless the line items are fully invoiced, in which case, specific fields are blocked. If user has ability to edit orders they can add line items to invoiced orders.
System/Fixed/Lists - Service Codes were causing SME to freeze when edited
Vendor Items/Added/Update options after editing record
Inventory/Added/Prompt to update all Vendor Items if select fields have changed
Vendor Items/Added/Vendor Items can be updated when select fields on the inventory item changes
Vendor/Added/Action menu item to add vendor items when the vendor is a parent vendor
Vendor/Fixed/Child vendors were updating from parent based on ParentID and not the ParentUID
Inventory/Added/Logic to clone vendor item record (if found) from the inventory default vendor for each child vendor (if found, and vendor item doesn't exist for vendor's default zone)

Date: 09/14/2015/ Version: 8.1.5.82

Orders/Modified/Allow editing of selected fields when the order is fully invoiced.
Inventory/Modified/Update landed cost from PO
Vendors/Added/MSRP field

Date: 09/04/2015/ Version: 8.1.5.81

System/Fixed/Search now excludes Voided orders
System/Fixed/Tax mode was backwards. Using U.S. taxes in Canadian mode

Date: 08/30/2015/ Version: 8.1.5.80

Inventory Reconciliation/Fixed/Sort on Item Name was not sorting

Date: 08/28/2015/ Version: 8.1.5.79

Orders/Fixed/Work Group filtering when editing a labor entry with only the work group selected
Customer/Fixed/Error when deleting a customer
Purchase Order/Fixed/Class check now checking in PO module
Orders/Fixed/Total Cost not updating based on quantity

Date: 08/20/2015/ Version: 8.1.5.78

Orders/Fixed/Errors converting when item records have null values from historical data
Inventory Recon/Converting imported records to a batch
SQLink/Modification/Use name instead of user name for sales person import
SQLink/Fixed/Set is active if user does not have a tech ID

Date: 08/19/2015/ Version: 8.1.5.77

Labor/Fixed/Error creating new labor in Canadian version

Date: 08/14/2015/ Version: 8.1.5.76

Not released

Date: 08/03/2015/ Version: 8.1.5.75

Inventory Snapshot/Modified/Rewrote logic used to generate the inventory snapshot due to issues when there are 1m records

Date: 07/31/2015/ Version: 8.1.5.74

Recurring Orders/Fixed/Error when adding a new record and there was a default service item assigned
Utilities/Modified/Clone logic now includes optional settings for cloning Customers/Vendors/Inventory/Service Items/Employees
Invoicing/Fixed/Bug with refunds screen

Date: 07/24/2015/ Version: 8.1.5.73/8.1.4.27

System/Fixed/Search View Export/Excel export now working from all views
Customer/Fixed/Duplicating customers now working correctly
System/Modification/Inventory Recondition/Added Dates to the Batch Selector and the grid. Added Closed field.
SQLink/Fixed/Settings/fixed : Set billable flag when record not assigned SLA category, or SLA category set to no charge
SQLink/Added/Notes/Send 'What I Did' on notes
SQLink/Added/Timesheets/If timesheet doesn't have payroll item, then user order/proposal task, THEN user default

Date: 07/01/2015/ Version: 8.1.5.72

System/Modified/Move Tax logic back to the executable due to SQL issues merging the data
Utilities/Fixed/Running inventory recreate details
PO/Fixed/Items not getting set as received when received

Date: 06/30/2015/ Version: 8.1.5.71

System/Fixed/Not hiding commission info on totals tab
PO/Modified/Do not recalculate PO counts if nothing received

Date: 06/29/2015/ Version: 8.1.5.70\SQLink 8.1.5.23

Vendors/Modified/Do not export if the vendor is an SME only vendor
SQLink/Added/Parent Vendor only import/export
SQLink/Added/Export only Parent Vendors if the option is set

Date: 06/23/2015/ Version: 8.1.4.69

System/Fixed/Tax group name causing error when editing or creating new records
Orders/Fixed/Could not edit labor when invoiced count equaled zero

Date: 06/19/2015/ Version: 8.1.4.68/SQLink 8.1.4.22

SQLink/Fixed/PO not exporting correctly when Customer name not in QB
Orders/Fixed/Selecting stock after it has been set to JIT or Allocated
Setup/Fixed/User Setup not restricting editing when not allowed
Reports/Modified/Now limiting query when opening a report to edit
Dispatch/Modified/Include blank Zones in dropdowns
Dispatch/Fixed/Query when selecting options
Dispatch/Fixed/OK button error when no record was selected

Date: 06/11/2015/ Version: 8.1.4.67

Not released

Date: 06/06/2015/ Version: 8.1.4.66

Orders/Fixed/Could not edit text lines
Purchase Orders/Fixed/Customer was dropped when exporting a PO created from orders

Date: 06/05/2015/ Version: 8.1.4.65

Recurring Orders/Fixed/Next Date prompt was locked on requesting a next date when it was already set
Recurring Orders/Modified/Set the next date from the order generation, if available, next date, or current date
Recurring Orders/Modified/When saving line item set the next generation if the order is in edit/insert mode
System/Modified/Show taxes on inventory & service items if SME is in Canadian mode
System/Modified/Use the tax code on the items from labor/services/inventory
Dispatch/Fixed/Double Click on order in grid jumps to the correct order
Orders/Fixed/Package items were not getting set as on PO

Date: 06/04/2015/ Version: 8.1.4.64

System/Taxes/Add ability to set item tax on the items
Orders/Fixed/Add the item tax when adding the item to an order regardless of any other tax setting
System/Utilities/Added feature to Clone the database
Customer/Fixed/Editing customer equipment maintenance activities in Windows 8/server 2012

Date: 06/03/2015/ Version: 8.1.4.63

Inventory/Modified/Reconciliation now has closed flag for physical count batches
Inventory/Fixed/Reconciliation dates getting set on items that were loaded in the batch but not adjusted
Inventory/Modified/Reconciliation - close all batches before creating a new batch
Inventory/Added/Inventory Reconciliation history table
Inventory/Added/Ability to reconcile by individual item or by batch

Date: 06/03/2015/ Version: 8.1.4.62

Purchase Order/Fixed/PO Items not getting set as received if the items were in a package
Orders/Added/Site Notes to Notes menu
Inventory/Fixed/More fixes on Stock tab/Add Stock editor

Date: 05/28/2015/ Version: 8.1.4.61/SQLink 8.1.4.21

Orders/Fixed/Material editor error editing material
Customer Equipment/Fixed/Error adding equipment from the Customer Equipment module
Purchase Order/Fixed/PO Item Editor Vendor Item search not loading
Orders/Fixed/Customer Equipment PO Status was not updating when an item was placed on a PO
Purchase Order/Fixed/PO Item tab order number filled in wrong when the PO was created from a cloned order
Orders/Added/Site Notes to Notes menu
Inventory/Fixed/More fixes on Stock tab/Add Stock editor
SQLink/Fixed/Invoices were exporting to QB with all items as non-tax due to changes in Canadian logic

Date: 05/27/2015/ Version: 8.1.4.60/SQLink 8.1.4.20

SQLink/Added/Taxes/When calculating taxes do not round line items only round the Total to match QuickBooks.
System/Discounts/Set up Order level discounts on line item taxes (order must have a tax group or code).
Inventory/Fixed/Stock Add form was calling the incorrect form.
SQLink/Fixed/Taxing to depend on the line item, not the inventory item.
SQLink/Fixed/Flagging taxable as false on records with float values for the field type.
SQLink/Fixed/Tax details sometimes filtered out when calculating Canadian item taxes.
System/Tax/Over rounding on tax line items.
System/Fixed/Taxes discounts in QuickBooks Canadian only apply to items with 'matching' tax codes - i.e. if you have 3 items with HST, one item with P, and the item discount has 'HST' code (and is applied before taxes), SME will only apply to the three HST items.
SQLink/Added/Flag to not update contacts between SME and QB. If Checked contacts will not import/export.
SQLink/Added/Flag to not set SME prefix.
SQLink/Added/Use PO Reference Number to SQLink options.
SQLink/Added/PO Items Not Billable to options. If set status on items will be Billable.
SQLink/Added/Tech Code, 360, to set the merge date on all fields so all info is not synced after a QuickBooks upgrade/update

Date: 05/18/2015/ Version: 8.1.2.59 - Limited Released/SQLink 8.1.3.19

System/Setup/Taxes - set up SME to work in Canadian versions without QB

Date: 05/12/2015/ Version: 8.1.3.58/8.1.3.17

SQLink/Added/Don't export reverse credits (auto generated in payments from invoices with negative balances)

Date: 05/08/2015/ Version: 8.1.3.58/8.1.3.16

SQLink/Added/When doing a resynch, don't flag overpayments and balancing payment for export
SQLink/Added/When exporting invoices using summarized totals, separate the negatives from the positive amounts, and flag negative amounts as non-taxable
SQLink/Fixed/Returning error 'invoice not found' when invoice billing company was different than payment billing company
SQLink/Added/Help function - given an invoice number, return all invoice IDs found in QB, and all invoice IDs found in SME for that number

Date: 05/05/2015/ Version: 8.1.3.57/8.1.3.15

Payments/Modified/Added new parameter for online payments

Date: 04/28/2015/ Version: 8.1.3.56

System/Forms no longer open in Edit mode unless something is actually changing on the form
Customer/Fixed/Error adding Prepaid hours
Recurring Orders/Fixed/Misspelling on form
Orders/Fixed/When converting set the 'Is Partial' flag on the order task records
Orders/Fixed/Set the 'Is Fixed' flag after calculating with the partial billable hours. This will allow the changing of Billable hours for tracking without affecting the order total
Orders/Fixed/Order task records with the 'Is Partial' flag set will not implement changes
PO/Fixed/Error when receiving allocated items on an order
Payments/Modified/Will now accept a partial payment
Incoming Email/Modified/Now use phone number or email to parse out which company the incoming email is to generate a ticket for

Date: 04/23/2015/ Version: 8.1.3.55/SQLink 8.1.3.14

Contacts/Modified/When adding new contacts, IF there is no customer UID set on the record, set the customer UID to the order UID.
Contacts/Modified/Tech Code to set Customer UID to Order UID on contacts with blank customer UID
System/Snapshot/Widen total fields due to issue when converting from old versions of SMP
Contacts/Added/Tech Code to update phones from contacts if the phone is on the contact but not the master table
Orders/Modified/Delete from Contacts if the Customer UID = Order UID

Date: 04/20/2015/ Version: 8.1.3.54/SQLink 8.1.3.14

Inventory/Reconciliation/Added Grouping to the editor grid
Inventory/Reconciliation/Added order number when item getting modified is on an order
SQLink/Postsynch/Set flags based on date and if exported 'When possible' (Not possible for tech time and subcontractor)
SQLink/GL/Fixed formatting on GL export Total Amount
SQLink/Auto Logging/Save the log to a file when records exceed 5k. (Usually only happens on an initial import)

Date: 04/17.2015/ Version: 8.1.3.53

Inventory/Modified/Reconciliation set up to utilize the batch id for tracking
Contacts/Modified/When canceling an order/invoice/proposal - Remove contacts added when a new customer record has been started in a module other than the customer module
System/Added/Tech code to clear out all contacts without a customer UID
Orders/Fixed/Order task records were not always updating when changed
Orders/Fixed/Item Editor was not always applying the Force JIT option when it was set

Date: 04.16.2015/ Version: 8.1.3.52

Inventory/Modified/Reconciliation functionality testing

Date: 03.27.2015/ Version: 8.1.3.51/SQLink 8.1.3.13

System/Added color for items that are on PO / New Functionality
System/Setup/Added PO Received order status / New Functionality
System/Modified/User Group Override Labor cost functionality / New Functionality
Customer/Added/Default Order Status for Open & Closed / New Functionality
System/Added/PO Order Status setting / New Functionality
System/Added/Service Code default status / New Functionality
System/Added/PO status logic - if set will notify user when all records are received / New Functionality
System/Added/Fill in Service Code from customer, if blank use order / New Functionality
Orders/Fixed/Text not showing on drop downs due to Font Color / New Functionality
SQLink/Modified/Color on popup to lighter color / New Functionality

Date: 03.25.2015/ Version: 8.1.3.50

System/Updates/Change was dropping the DB permissions and was not able to reconnect them while building

Date: 03.24.2015/ Version: 8.1.3.49

Not released

Date: 03.19.2015/ Version: 8.1.3.48

Proposal/Fixed/Copy-Paste not working in Services Requested
Orders/Fixed/Labor editor not updating when using Bill Status of Equal Scheduled
Recurring Orders/Fixed/Bad field name error when cloning recurring orders
Dispatch/Modified/Refresh added to view since dispatch was returning Record not found on some orders due to not refreshing the view
Proposal/Fixed/Dot Net error when changing Billing status on task records
Recurring Orders/Fixed/Error when manually generating a recurring order
System/Modified/Removed POS customers that were created for Point of Sale app which is no longer used
Recurring/Modified/Option to not generate outgoing emails when orders are entered from the customer portal - New Functionality
System/Modified/Stop allowing typing if text goes beyond the field length. Match to Customer Portal/Tech Portal
Setup/Added/Fonts now a system setting - New Functionality
Inventory/Fixed/Transfer fixed so last line is now updated and re-editing is not necessary

Date: 03.10.2015/ Version: 8.1.3.47

Orders/Added/Batch info to the order, ID, Batch Date - New Functionality
Invoice/Added/Create Recurring order form an invoice
Orders/Added/Create a Recurring order from an order
Setup/Added/Recurring Order settings as customer defaults - New Functionality
Invoice/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
Orders/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
Proposals/Added/Menu items for updating related recurring info and adding the invoice to batch print - New Functionality
Batch Print/Modified/Now includes Batch Date in the Batch ID dropdown
Recurring Orders/Modified/When copying to recurring order, do not copy package breakout items. packages change over time, so their items are not included on recurring orders
Recurring Orders/Modified/Can now add packages

Date: 03.06.2015/ Version: 8.1.3.46/SQLink 8.1.3.12

Batch PO/Modified/Moved change notification from the grid to the table since drop downs were not filling in correctly
Dispatch/Fixed/Invalid function error when adding a valid tech to an order
SQLink/Added/Date range for re-export of data

Date: 03.05.2015/ Version: 8.1.3.45/SQLink 8.1.3.11

Purchase Order/Fixed/Do not prompt for re-export if nothing changed on PO when saving
SQLink/Modified/For Canadian companies fill item tax info since items are used to set tax status
Recurring Orders/Fixed/Error when deleting a subtotal from Order Items screen

Date: 03.04.2015/ Version: 8.1.3.44

System/Added/F10 Search for open PO's
System/Added/Tools> Advanced> Set default font on memo fields - New functionality
Invoice/Fixed/Adding items to an itemized invoice causing errors

Date: 03.02.2015/ Version: 8.1.3.43

Orders/Added/To Be emailed and To Be Printed to Details and Settings tab

Date: 02.27.2015/ Version: 8.1.3.42/8.1.3.10

Views/Modified/Filters always case sensitive
SQLink/Modified/Do not export employee info from SME if Tech Time unchecked
SQLink/Added/Resync date so user can select how far back in SME history to go
SQLink/Modified/All open invoices will be exported, only payments tied to invoices will be exported, only PO's with received items will be exported

Date: 02.25.2015/ Version: 8.1.3.41/8.1.3.8

Payments/Added/Refund payment transaction info
Payments/Added/Added payment methods for online refunds
Payments/Added/Never allow export of refunded online payments
SQLink/Added/Pull in tax/Non Tax if not already pulled in
SQLink/Fixed/Bad field name on tax logic
System/Fixed/Errors when converting custom tables from older versions

Date: 02.17.2015/ Version: 8.1.2.40

Batch Print/Modified/Added drop down for batch printing orders
Batch Print/Added/Batch ID to grid batch printing orders
Batch Print/Added/Column customization to grid
Orders/Modified/Proposal/Order/Project triggers to only total if something changed
Payments/Added/Refund payment logic

Date: 02.16.2015/ Version: 8.1.2.39

Recurring Order/Fixed/Invoice drop down not filling
Orders/Added/Settings to maintain recurring batch order information

Date: 02.14.2015/ Version: 8.1.2.38

Setup/Credit Card Processing/Allow editing of settings
System/Batch ID's/Added 'last' batch run to tables
System/Tables/Added Is Clone if originated from a cloned record
Recurring Order/Added/Convert as invoice and bypass order
System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
Customer/Added/If the customer is inactive clear credit card info
Orders-PO's/Added/Do not send emails until cloning is finished
System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
System/Added/Auto generate recurring invoices/orders/services - New Functionality
System/Added/Added : If the user is flagged to do the batch processes, (Preferences), check to see if the system flag has been set for batch (i.e. user flagged to do periodic maintenance, recurring settings have PM setup as 'include in batch). If set, use the batch processing for generation. This will be needed unless/until the site schedules jobs to do the batch processing instead. Batches now run the generation without interrupting SME processing.
System/Modified/Don't generate activity unless there is a record count

Date: 02.10.2015/ Version: 8.1.2.37

Customer/Added/Customer/Store Credit Card grid
Setup/Added/Setup/Company/System/Enable Pay Pro flag
Invoice/Added/Pay Online option
Payments/Added/Pay Online option
Orders/Fixed/Do not override Cost/Price in the item editor when selecting stock
System/Modified/If a user is Inactive turn off the Logged In Flag

Date: 02.06.2015/ Version: 8.1.2.36

System/Modified/Order tax handling

Date: 02.04.2015/ Version: 8.1.2.35/SQLink 8.1.2.7

System/DYN Export/Break out export files by month
System/Added/Table to store Credit card info per customer
SQLink/Modified/Added clear QB ID on PO tables
SQLink/Fixed/Now matches existing wage item if it exists in SME

Date: 02.03.2015/ Version: 8.1.2.34

System/DYN Export/All exported invoices go out as 'in'
System/Updates/Only rebuild indexes on tables with a modified structure

Date: 01.30.2015/ Version: 8.1.2.33/SQLink 8.1.2.6

SQLink/Added/Option to stop importing vendors from QB and only export from SME to QB
SQLink/Added/Option to clear all QB UID's and other imported QB info to allow SME to sync with a new QB Company file
SQLink/Modified/Only use the QB UID for searching in QB for an existing item on a re-sync
PO/Fixed/Bad field name in a PO export query

Date: 01.27.2015/ Version: 8.1.1.32/SQLink 8.1.1.5

SQLink/Modified/Added a tech code to turn off SQLink if a customer decided to stop using QB
System/DYN Export/Show QB ID flag
SQLink/Modified/Export of Partner Discounts to always be a positive number

Date: 01.21.2015/ Version: 8.1.1.31

Purchase Orders/Fixed/Data not getting set correctly if editing after closing the PO
Purchase Orders/Fixed/Creating multiple material detail records when : the cost had changed AND the item was not serialized AND the available quantity < the po Item quantity (which resulted in a split condition)

Date: 01.16.2015/ Version: 8.1.1.30

System/Added/Work Groups to the Assigned To lists for selection
System/Added/If the Assigned To is a Work Group set all new tasks for the Work Group
System/Added/Work Group editor added email field
Orders/Added/Work Group query for reporting
Orders/Added/Salesperson to Order Status table
Orders/Added/Work Group logic on item editor
Auto Email/Added/Check Work Group emails for Auto Outgoing emails
Auto Email/Added/Added salesperson to Auto Outgoing emails
Auto Email/Added/Work Group to task emails. If work group exists and has non blank email, use that email, otherwise, use tech's/vendor's email
Routines/Fixed/Misspelling of salesperson causing emails to stop going out

Date: 01.15.2015/ Version: 8.1.1.29

Purchase Orders/Modified/Items can now be imported from Excel to fill purchase orders
System/Modified/No longer reports an error if license check fails
System/Modified/Grid speed issues
System/Modified/Set options on new databases
System/Modified/Hide Web Reports Option unless Web Reports are enabled on the database
Dispatch/Modified/Right Click menu item 'Email Ticket' now calls same form as the orders modules
System/Added/Option to disable multi-threading on grids for Windows 8 and server 2012

Date: 01.12.2015/ Version: 8.1.1.28

System/Added/Menu item to toggle all print flags if some are set they will clear and the others will set
RMA/Modified/When receiving RMA Item, if the permanent removal is not checked, always treat it as if the 'replace item' were.
Orders/Modified/Some orders were never going to 100% invoiced due to item deletion and addition after initial invoice
System/Conversion/Triggers not correctly set when converting from versions prior to 8.0
System/Auto Email/Custom fields that match between modules were not getting filled in on automatically generated orders

Date: 01.09.2015/ Version: 8.1.1.27

Inventory/Fixed/Editor on Material Detail tab was not filling information correctly
System/Conversion/Corrected auto run tech code

Date: 01.08.2015/ Version: 8.1.1.26

Orders/Fixed/Add to Company Equipment flag dropped when adding them to an order
System/Modified/Dynamics data export
System/Fixed/Message when logging into a database other than the default in multi database systems

Date: 01.07.2015/ Version: 8.1.1.25

System/Modified/Further disabling of grid sorting
SQLink/Fixed/Tax formatting was three places

Date: 01.06.2015/ Version: 8.1.1.24

System/Limit license check to 2 tries before defaulting to temporary status

Date: 01.05.2015/ Version: 8.1.1.23

Orders/Fixed/Dataset not on edit mode
System/Modified/Temporary disabling of grids calling multiple table queries to fill the results
System/Added/Excel export to .xlsx extensions
System/Fixed/Data file path for the Grid Excel export option

Date: 12.18.2014/ Version: 8.1.1.22

Orders/Modified/Material Editor/Location now read when the item is selected to avoid warehouse issues
System/Modified/Class now carries from Service Items through all modules to invoices
System/Modified/Maintenance Contract numbers now carry through in the ref# field to invoices generated from recurring invoices
Orders/Modified/Material Editor/Changing the warehouse on an item that was using a different warehouse no longer auto transfers the stock to the newly selected location

Date: 12.17.2014/ Version: 8.1.1.21

System/Modified/Dynamics data export
Orders/Fixed/Labor Editor had an infinite loop when changing billable amount. Only happened when it was not associated with a scheduled amount change
System/Modified/Maintenance/Warranty Expiration/Now checks that minimum dates are set since if they are not SME could generate false records

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.

@@ Line 1: / Line 1: @@
+'''Date: 9/10/2021/ Version: 8.2.3.138'''
+*System/Memo Editor/Updated the memo editor with latest fixes. Corrects a host of issues around formatting, displa, copy & paste
+'''Date: 8/20/2021/ Version: 8.2.3.137'''
+*Dispatch/Modified/Set system to use Rich Text fields for loading Dispatch as HTML was causing slowness loading large amounts of text
+*System/Incoming Email/Added [Order Number] to the beginning of the Summary field for auto Outgoing emails
 '''Date: 7/16/2021/ Version: 8.2.3.136/SQLink 8.2.3.25'''
 *System/Removed unused field for labor assignment

Difference between revisions of "SME 8.1 - 8.2 Revision History"

Revision as of 17:52, 28 September 2021

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