6.3 Revision History

SME Version	DB Version	Update	Action
6.3.14.111		Fixed	Order detail initialization from detail in recurring screen.
6.3.14.111		Fixed	Random access violation after generating recurring orders.
6.3.14.110		Fixed	Missing Price Field on Service Editor
6.3.14.109		Fixed	Open table errors
6.3.14.108		Fixed	Skip recurring order items where duration = 0, because they will always generate on startup.
6.3.14.108		Fixed	Startup logic to fix date range checks on startup.
6.3.14.107		Published	ALL the taxable flags.
6.3.14.107		Fixed	Removing order from combined invoice.
6.3.14.107		Fixed	If an order has 0 subtotal or 0 details and the invoice uid is set, calculate it at 100% invoiced.
6.3.14.106		Fixed	Imbalanced disable controls on error in inventory transfer.
6.3.14.106		Fixed	Refresh issue on transactions in transfer module.
6.3.14.106		Fixed	Matdetail record to be transferred not always found after a transfer (because Mastersource was linked).
6.3.14.106		Fixed	Calculate the 'transferred' value, don't just set it.
6.3.14.106		Added	Attempt to refresh the record that is showing the calculated available/reserved counts before transferring.
6.3.14.105		Fixed	Deleting partial and combined invoices.
6.3.14.104		Fixed	Order dropping from view on the daily planner.
6.3.14.103		Fixed	Memo rewrite due to issues with saving styles.
6.3.14.102		Fixed	First attempt at memo issues. Issues with the component.
6.3.14.102		Fixed	Moving items in recurring orders.
6.3.14.102		Fixed	Missing code to generate order for menu selection
6.3.14.102		Fixed	Progress bar for recurring orders wasn't showing progress.
6.3.14.102		Fixed	Date range check for startup processes.
6.3.14.102		Fixed	Error on new proposals, when one proposal is from cust and next is from sales, or you are on a cust record, and do new from sales.
6.3.14.101		Fixed	POLink not getting created.
6.3.14.100		Added	Purchase Order link not getting created due to an invalid field name.
6.3.14.99		Added	Alpha setup for inventory transfers
6.3.14.99		Fixed	Slowdown when calculating inventory during a transfer, if the inventory master has not been selected.
6.3.14.99		Fixed	Duplicate tech records in techlist on dispatch.  dunno when it broke, found by accident.  After hours and hours spent on this, I tracked it down to the site data for the customer.
6.3.14.98		Fixed	More fine tuning on views.
6.3.14.98		Fixed	Moving columns on the grid in invtory reconciliation and transfer was not indicating the column moved.
6.3.14.98		Fixed	Missing formatted phone fields on rma and po.
6.3.14.96		Fixed	Import dialog was corrupting the field list
6.3.14.96		Added	When applying a view, check if it won't open with in the current view, remove the view filter, then open it again.
6.3.14.96		Added	When creating a subcontractor record for an order, attempt to map the fields based on phone labels.
6.3.14.96		Fixed	Search views | proposals was using the order table.
6.3.14.96		Added	When saving a view, make sure the module matches the view module. (In case some one is editing an invalid view for the module)
6.3.14.96		Fixed	When doing a resetlayout, or when opening the form, if there's an error opening the query, rebuild the fieldlist, don't add to it.
6.3.14.96		Fixed	Customer name not showing on emails.
6.3.14.95		Fixed	Speed issue on orders page - table was left initialized
6.3.14.95		Fixed	Phone formatting logic was not initiliazing rolodex phone numbers.
6.3.14.94		Fixed	Billing company info not correctly found
6.3.14.93		Fixed	Quick view fixes on orders and invoices.
6.3.14.92		Fixed	Access violation when quickviewing an order FROM THE ORDERS page.
6.3.14.92		Fixed	Package item cost/retail not showing after using Search to retrieve the same package item.
6.3.14.91		Fixed	Service items not showing when quick viewing an order.
6.3.14.90		Fixed	Date range check for recurring invoices and recurring orders to include the beginning of the date range.
6.3.14.90		Fixed	Incorrect Billing address for the record displayed. Would display the same Billing address for all orders.
6.3.14.88		Fixed	Payments issue with Billname.
6.3.14.87		Fixed	Incorrect field name on order when adding labor was locking the labor editor.
6.3.14.87		Fixed	Tab order when adding services to recurring order.
6.3.14.87		Fixed	Link to customer contacts on recurring order page.
6.3.14.87		Modified	When posting records with phones - check to see if the field is 11 characters starting with 1, or 10 characters.  If so, attempt to format it, then UNFORMAT it for the other phone fields.
6.3.14.86		Fixed	Missing phone field errors on tech table.
6.3.14.86		Fixed	'Unknown' temp mat table error causing material editor to lock up.
6.3.14.85		Added	Inventory transfer : Fixed : autoselect. Don't use the record if the current location = destination location. Refill the table if selected. Check to see if the table is empty before running. Selection is by location AND/OR inventory item.
6.3.14.85		Fixed	Invalid date format on licensing.
6.3.14.84	6.3.12.84	Added	Service Performed to Proposals module.
6.3.14.84	6.3.12.84	Added	iTranferTemplate to defaults for inventory transfer report (Inventory Transfer functionality).
6.3.14.84	6.3.12.84	Fixed	Inventory Delete button not functioning.
6.3.14.84	6.3.12.84	Fixed	Add Items to order locking up.
6.3.14.83	6.3.12.82	Fixed	Fixed : can't open 'add fields to grid' dialog box (devexpress change)
6.3.14.83	6.3.12.82	Fixed	Export inventory' set to true on new database
6.3.14.83	6.3.12.82	Fixed	Generating recurring invoice, sale person coming from customer, not recurring invoice.
6.3.14.83	6.3.12.82	Fixed	'Edit' button not functioning on /recurring invoices/customer screen.
6.3.14.83	6.3.12.82	Added	When selecting a subcontractor contact, attempt to correctly initialize the phone fields from the contact fields.
6.3.14.83	6.3.12.82	Fixed	The requested by on proposal doesn't always work.
6.3.14.82	6.3.12.82	Added	fields for searchable phone fields to all tables that are used in the master search process.
6.3.14.82	6.3.12.82	Added	Made phone fields 20 characters long.
6.3.14.82	6.3.12.82	Fixed	Removed all grid begin/endupdate statements. (orders/invoices/proposal/recurring/recurorders)
6.3.14.82	6.3.12.82	Fixed	Customer Equipment queries.
6.3.14.82	6.3.12.82	Updated	Phone field lenghts (includes : phone, fax, cell, pager, billphone, billfax, mailphone, all contact table phone fields.)
6.3.14.82	6.3.12.82	Added	All edit masks on phones (this makes phone a 'free text' field).
6.3.14.82	6.3.12.82	Added	New tech code 822 to copy phone fields into the searchable fields, then reformat all existing phone numbers I could search out into '(xxx)xxx-xxxx' format.
6.3.12.81	6.3.12.81	Added	Class on PO items.
6.3.12.80		Fixed	New invoice popping up customer select screen twice.
6.3.12.80		Added	Summary line to recurring orders.
6.3.12.80		Added	ClassUID to techs so techs can have an assigned class and if set, it will be used instead of the class from the order.
6.3.12.80		Added	F/R - Added Class to Tech table.  If set, it will override what is set from the order.  Also, if the tech is modified, it will override what is already there. If not set, no changes take place.
6.3.12.80		Added	Added : 'asGroup' flag to Packages.  If set, when the package is added to an order, the package 'header' is not added, and the packages items are added with current costs/retail amounts.  This applies to both orders and purchase orders.
6.3.12.80		Added	Past due warning when creating new orders
6.3.12.80		Fixed	Cust Eq not linked to the customer. Need to run SQL Query if the customer has the issue.
6.3.12.80		Added	New itemized invoice was getting created instead of the Combined invoice from the customer module.
6.3.12.80		Fixed	Double prompting when class changes on invoices.
6.3.12.80		Fixed	Don't prompt on class change in invocies, if there are no details.
6.3.12.80		Added	Show location in flat view- also changed header from 'name' to 'location'.
6.3.12.80		Added	Custom fields for repair.
6.3.12.80		Added	Customer Equipment custom fields to customer equipment searches.
6.3.11.79		Fixed	Missing warehouse move logic if warehouse is not the default warehouse.
6.3.11.79		Added	Run the move warehouse logic when deleting a warehouse.
6.3.11.79		Added	When batch paying invoices (i.e., enter payment from Receivables> New Payment screen), exclude negative balance invoices, since there is now special logic to handle them.
6.3.11.79		Added	PO Bill Export - Added separate checks for both po export AND bill export.   If setup is to send both bills and po's, users will get 2 prompts.
6.3.11.79		Fixed	Installed newest version of grid components.
6.3.11.79		Fixed	Screwed up multiselect on search screen.  also fixed : grouping not working correctly.
6.3.11.79		Fixed	Inactive classes not filtered out on edit/inserts on customer screen.
6.3.11.79		Added	On recurring order details, only recalc next date if record is being edited, and the duration or frequency changes (means it has to be set on new records, default is current date)
6.3.11.79		Fixed	Package items costs/retail not showing in edit mode.
6.3.11.79		Added	Add refresh button to top of screen to refresh the module you are in.
6.3.11.78		Fixed	When changing a warehouse from active to inactive. If it's the default warehouse, prompt to reassign the default to another warehouse. Prompt for a new warehouse then change the location on all inventory items in the original location with quantity > 0.
6.3.11.78		Fixed	Imports - wouldn't import due to strings that are not 0-indexed in the latest version.
6.3.11.78		Fixed	Markup setting on material editor - was pulling in information when Markup in Inventory was unchecked.
6.3.11.78		Fixed	Quantity not updated on the Material Editor if you don't leave the quantity field. Item editor would show entered quantity and the details would show a quantity of 1.
6.3.11.78		Fixed	Maintenance contract has the following issues: The Number of Occurrences and total disappears after the recurring order is created and the Number of Occurrences and Total was off my one.
6.3.11.77		Fixed	Add Another functionality on cust equipment screen
6.3.11.77		Fixed	Don't require class on customer form.
6.3.11.77		Fixed	Markup setting on materila editor - was pulling in information when Markup in Inventory was unchecked.
6.3.11.76		Fixed	Disappearing duplicate button on doc designer
6.3.11.76		Fixed	Don't require class on customer form.
6.3.11.76		Fixed	Reindex (not rebuild) database error - erroring out when setting last index date on sysdef table.
6.3.11.75		Fixed	Generate Now' on scheduled services
6.3.11.75		Fixed	Proposals - address not correct on new records.
6.3.11.75		Fixed	Messages on qb dup check
6.3.11.75		Fixed	Order of events on customer duplicate check.
6.3.11.75		Fixed	Missing field 'summary' on recurring invoices
6.3.11.75		Fixed	New recurring invoice from customer screen.
6.3.11.75		Fixed	POUpdate trigger getting set on matlink
6.3.11.74		Added	If in qbmode, before saving NEW RECORDS ONLY, check to see if name exists in other places. Checks vendors, customer, techs, leads, inventory and service items
6.3.11.74		Fixed	Proposals, switch address source between customer and leads based on proposal info
6.3.11.74		Fixed	Help desk screen not correct, hidden access violation that was preventing the form from being correctly created.
6.3.11.74		Fixed	Custeq was not correctly linked to the customer but was linked to the Sales lead. The record was in the database, but it was linked to the sales lead record.
6.3.11.74		Fixed	Moved salesperson drop down on orders from custinfo to rates and assignments tab, andreverted the drop down to it's original-lookup-from-customer settings.
6.3.11.74		Fixed	Filtering when printing reports.
6.3.11.73	6.3.10.73	Added	UseInvoiceDate (default false) When set to true calculate past due invoices finances and the customer 30/60/90 day balances based on invoice date, otherwise, base it on the invoice due date.
6.3.11.73	6.3.10.73	Removed	Removed unique index on classID for class table.
6.3.11.73	6.3.10.73	Fixed	Database structures.
6.3.11.73	6.3.10.73	Fixed	Missing classuid on recurring order services.
6.3.11.73	6.3.10.73	Added	PO number length change
6.3.11.73	6.3.10.73	Added	Sub cost from price - field -    if selected, calculate order services cost is based on item retail, vs retail based on cost.
6.3.11.73	6.3.10.73	Added	Markup % on material items.
6.3.11.73	6.3.10.73	Added	QB class is required flag.
6.3.11.73	6.3.10.73	Added	If the class on master record changes, prompt to change class on details. If they select 'yes', then cancel changes to the master, the detail will still have been updated. If yes on combined orders, changes orders and all order details
6.3.11.73	6.3.10.73	Added	Lead tech to orders. This means orders will have lead tech, primary tech, secondary tech and assigned to tech. This is only implemented on orders at this time.
6.3.11.73	6.3.10.73	Added	Allow 0 material items, like we do with service items. Note: currently does not add to custeq if no quantity.
6.3.11.73	6.3.10.73	Added	Summary line - 200 free-form text line, user can enter anything.
6.3.11.73	6.3.10.73	Added	Emails subject lines - subject is now display label + field value + for + custname/name + summary line.
6.3.10.72		Added	Inventory Reconciliation - you can now create new stock locations.  HOWEVER - it will only create the inventory detail record IF THERE IS STOCK ADDED TO IT.  Simply adding the location record but not adding stock will NOT create the location record.
6.3.10.72		Fixed	Canadian Taxes - Must use SMP_Tax to correctly calculate taxes
6.3.10.71		Added	New paytype and a new paymethod to deal with negative payments.
6.3.10.71		Fixed	Entering a negative time on a labor record, when the customer has prepaid hours available.
6.3.10.71		Fixed	Worked out how to generate a negative invoice and add a payment for it.
6.3.10.70		Fixed	Cancel cancel out of edits for customer - forcing Save
6.3.10.70		Fixed	Quickjump to order from invoice history going to the incorrect order.
6.3.10.69		Fixed	Labor totals not clearing out when converting from a proposal, and do not estimate flag was set.
6.3.10.69		Added	when creating the library, always delete the existing one first.
6.3.10.69		Fixed	Lookup source on package items for cost and retail.
6.3.10.68		No Action	User wants the service description on orderservices for scheduled service records to transfer to the invoice description - suggest modifying the reports.
6.3.10.68		Fixed	Inventory getting stuck in 'Reserved'
6.3.10.67		Fixed	Due Date Required not allowing save of an invoice.
6.3.10.66		Added	Moved log files into log directory
6.3.10.66		Modified	Alt-key functions (now that they work), Alt-E now edits, Alt-P now prior, Alt-L goes last. Alt-A saves (because Alt-S bring up the system menu)
6.3.10.66		Fixed	Field misspelled when updating related recurring orders after changing the expiration date on a contract.
6.3.10.66		Fixed	Lost lookups on the labor editor.
6.3.10.66		Fixed	Prices not kept when posting Recurring order mat record.
6.3.10.66		Added	Delete log when records are deleted (placed in logs\deletelog.txt)
6.3.10.66		Fixed	Missing classuid on pm.
6.3.10.66		Fixed	Lookup indexes on detail editors for classes.
6.3.10.66		Fixed	Code editing/deleting on class.
6.3.10.66		Fixed	RMA receive screen.
6.3.10.66		Fixed	Add to recurring order function.
6.3.10.66		Added	Hint on stock grid to double click to change serial numbers.
6.3.10.66		Added	Linked recurring orders to contracts.
6.3.10.66		Modified	"Modified : changed  ""generating x of y recurring orders"" to 'Processing x of y recurring items'."
6.3.10.66		Modified	When checking for recurring orders, close any order where the expiration date has passed.
6.3.10.65	6.3.10.65	Added	ClassUID for all tables where classID exists.
6.3.10.65	6.3.10.65	Added	Class Fields to orderDetails, etc.
6.3.10.65	6.3.10.65	Added	Service code and expiration date to Recurring orders.
6.3.10.65	6.3.10.65	Added	Tech code 714- which initializes classname, classuid on all records.
6.3.10.65	6.3.10.65	Added	Class to codes list.
6.3.10.65	6.3.10.65	Added	Logic to update/validate class codes.
6.3.10.65	6.3.10.65	Added	Implemented class fields on tech/servcies/mat/detail edit screens for orders, recurring, proposal and roOrders.
6.3.10.65	6.3.10.65	Added	Implemented class fields on cust defaults.
6.3.10.65	6.3.10.65	Added	Implemented class fields on cust maint, cust, order, inventory, invoices, InvServices, Package, Leads, PO, RMA, Recurring orders, proposals, etc
6.3.10.65	6.3.10.65	No Action	Order # - OrderName - legacy field no longer used.
6.3.10.65	6.3.10.65	Added	Add scrollbar to help/about memo.
6.3.10.65	6.3.10.65	Modified	Change label taxgroup to tax group/code.
6.3.10.65	6.3.10.65	Modified	Change 'new inventory' label to 'New Material'.
6.3.10.64		Added	ClassID and Class to several tables
6.3.10.64		Fixed	Clear excise tax when 'don't tax labor' is turned on, and the order has no material.
6.3.10.64		Fixed	Speed issue on saving records (due to fixed fields 'data change' events getting fired off).
6.3.10.64		Fixed	Deleting an item from recurring orders.
6.3.10.64		Fixed	Fields not copied from recurring order to order.
6.3.10.64		Fixed	Changing an order to/from fixed invoice was not recalculating based on that selection.
6.3.9.62		Added	Recurring order tables (RO).
6.3.9.62		Added	Recurring order permissions to user group table.
6.3.9.62		Added	Recurring order form options to user group table.
6.3.9.62		Added	Generate recurring order on user prefs table.
6.3.9.62		Added	Recurring order to docs table.
6.3.9.62		Added	Recurring order to report types.
6.3.9.62		Updated	Report Builder to latest (still no access to SMTP.Port).
6.3.9.62		Fixed	Initialize the port when sending SMTP emails.
6.3.9.62		Cloned	Recurring invoice screen for recurring orders screen.
6.3.9.62		Added	Recurring Order module to main screen.
6.3.9.62		Added	Recurring Order securitiy settings to user group screen.
6.3.9.62		Added	Color settings for past due orders (default is red)
6.3.9.62		Added	Quick jumps for recur orders.
6.3.9.62		Renamed	RptMaster62.xml to RptMaster63.xml for doc entries.
6.3.9.62		Finished	Module screen for recurring orders.
6.3.9.62		Added	The three editors for recurring service module.
6.3.9.62		Finished	How to calculate ‘next date’ for the Recurring order details.
6.3.9.62		Finished	Adding in the recurring service module
6.3.9.62		Added	Generate logic for Recurring orders.
6.3.9.62		Added	Fields and logic to use LAST GENERATED dates for PM, recurring invoices, maintenance records, as well as 'days before' settings.
6.3.9.62		Added	Autorun tech code to set the last dates to the current date - 1.
6.3.9.61		Fixed	Modified markups not calculated on save if you don't tab out of field.
6.3.9.61		Fixed	Change all lookup icons
6.3.9.61		Fixed	Fixed rates not calculating if no exit
6.3.9.61		Rename	Rename 'doc center' and 'document center'.
6.3.9.60	6.3.9.60	Modified	Widen item description on repair table to match what is on custeq table.
6.3.9.60	6.3.9.60	Fixed	Can't select addresses when emailing report outside of debug mode.
6.3.9.60	6.3.9.60	Fixed	On startup, going to non-default company was not generating scheduled services.
6.3.9.60	6.3.9.60	Fixed	When generating multiple schedule services, change the index field name, because otherwise, the pointer goes to the end of the record list.
6.3.9.60	6.3.9.60	Fixed	Subcontractor on scheduled services->equipment and services not working.
6.3.9.60	6.3.9.60	Fixed	Manufacturer not copying from vendor items to inventory.
6.3.9.60	6.3.9.60	Fixed	Couldn't save editing materials in proposals.
6.3.9.60	6.3.9.60	Added	Add advertising link for email services
6.3.9.60	6.3.9.60	Fixed	When generating scheduled service, set assigned to to ss.tech info.
6.3.9.60	6.3.9.60	Fixed	Auto receive all on a PO was putting items into inventory, instead of linking jit items back to order.