SME 8.0 - Revision History
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Revision History for SME 8
SME 8.0 - New features and functionality
Versions SME 8.0.2.37 to 8.0.3.47:
- Open Issue: Common Service not always showing in text boxes. To work around this issue, user must go to Setup>Company>Common Services. Then the common services will show in the text boxes.
- Fixed issue with SME is allocated and moving inventory from another warehouse.
- Move stored document with Issue to Order
- Added Default Delivery method in Setup>Company>Inventory to be used in PO's
- Fixed PO Status not triggering on PO Closing
- Add option for NOT changing class on orders when you change the billing company or site customer.
- Added basic support to launch web-reports.
- Fixed customer equipment dialog grids not sticking for users. Was NOT able to replicate issue with grids not sticking in inatll/materials, po/poitems, service/equipment list nor customer/equipment list. Will need to see if still an issue with grids in these other modules.
- Show Fullname (with hyperlink) on top section for orders.
- Version SME: 8.0.2.36
- Date: 3/4/2014
- Module Action Description
- Invoice Added Can no longer delete invoices or order, can only void them
- Routines-PO Fixed poItem cost changes, but the matdetail it was received to has been deleted
- SQLink Fixed qb adjustments not always exporting
- sqlink Fixed qb vendor credits error when the reference number is > 20 characters long
- Setup Added password length check to password validation routines. expand password to 25 chars
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Date: | 04.15.2014 | Version SME: 8.0.3.42 | |
Module | Action | Description | Revised SME Functionality |
Invoice | Added | Balancing payment functionality for closing invoices with small payments that will never be collected | |
Invoice | Fixed | Use default service item if no service UID on the order, or the service item on the order is not linked to a qb item |
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Date: | 04.12.2014 | Version SME: 8.0.3.41 | |
Module | Action | Description | Revised SME Functionality |
Invoice | Added | Balancing payment functionality for closing invoices with small payments that will never be collected | |
Invoice | Fixed | Use default service item if no service UID on the order, or the service item on the order is not linked to a qb item |
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Date: | 04.01.2014 | Version SME: 8.0.2.40 | |
Module | Action | Description | Revised SME Functionality |
Timesheets | Modified | Allow Field Rename | |
System | Added | Fields to allow account balancing | |
Custom Tables | Modified | No longer allow field name changes unless on a new unused field | New Functionality |
Custom Tables | Modified | Allow Field data type changes if data exists in the custom table. Some are not allowed, String to Date. Etc. | New Functionality |
Custom Tables | Modified | Do not allow field edits if other users are in the database since those would or could cause data issues | New Functionality |
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Date: | 03.25.2014 | Version SME: 8.0.2.39 | |
Module | Action | Description | Revised SME Functionality |
Auto Email | Fixed | SME will not give Dot Net error if email throws an error due to improper format of code to fill the email | |
Invoices | Fixed | Unable to un-void invoices | |
Orders | Modified | Add Items to Order will reserve/pull from the specified location if it is not blank, otherwise it will pull from the default location | |
System | Fixed | Infinite loop on rtf-html conversions |
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Date: | 03.24.2014 | Version SME: 8.0.2.38 | |
Module | Action | Description | Revised SME Functionality |
Orders | Modified | Filter out deleted task detail records in grids | |
Orders | Fixed | Row no longer shows if you cannot edit | |
Audit | Modified | Logged deleted time detail record |
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Date: | 03.10.2014 | Version SME: 8.0.2.37 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Conversion - now correctly handles user groups if blank | |
Dispatch | Modified | Now includes custom fields in the with colors in the planner | New Functionality |
Auto Email | Modified | Now have a customizable field for the separator line in emails | New Functionality |
Dispatch | Fixed | Dispatch Refresh issue |
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Date: | 03.04.2014 | Version SME: 8.0.2.36 | |
Module | Action | Description | Revised SME Functionality |
Dispatch | Modified | Data issue from 7.2 in dispatch display | |
PO | Modified | PO item had been tied to an order, received, and deleted from the order. Causing issue when syncing to QB | |
PO | Fixed | QB Adjustments not always syncing - also locking SQLink | |
PO | Fixed | QB Vendor credits when the reference was in excess of the QB limit of 20 characters | |
Orders | Modified | You can no longer delete orders in SME. You can only Void them. (Due to accidental deletion of large orders by numerous companies) | Functionality Change |
System | Modified | Added password length checker to password validation routines | |
System | Modified | Expanded password length to 25 characters |
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Date: | 03.03.2014 | Version SME: 8.0.2.35 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Added default user for SME Mobile setup | |
Invoices | Fixed | Removing order from combined invoice | |
Maintenance Contracts | Modified | Added prompt to close related recurring invoices when closing a Maintenance contract |
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Date: | 02.28.2014 | Version SME: 8.0.2.34 | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | SME would lock up if Preferences were set to generate Maintenance Equipment warnings | |
System | Modified | Conversion process |
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Date: | 02.13.2014 | Version SME: 8.0.2.33 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Conversion will now run from 6.0 to 8.0 without any further steps | |
System | Modified | Removed special code for 2005 SQL databases that have not had correct MS updates applied. Causing issues in SQL 2008 & 2012 | |
Orders | Fixed | Sub Contractor lists are now sorted in alphabetical order | |
System | Fixed | Update no longer modifying tab settings | |
System | Fixed | Email error when you have in excess of 200 contacts in the address book when emailing a form |
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Date: | 02.12.2014 | Version SME: 8.0.2.32 | |
Module | Action | Description | Revised SME Functionality |
Purchase Order | Modified | Speed up PO receiving | |
Orders | Fixed | Prompt to save Billing Status when no labor on the order | |
Setup | Fixed | Misspelling of company on Order page | |
Orders | Fixed | Refresh after exporting sub contractor PO's & Bills | |
SQLink | Fixed | Exporting PO's when they have cost adjustments |
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Date: | 01.31.2014 | Version SME: 8.0.1.31 | |
Module | Action | Description | Revised SME Functionality |
Orders | Added | Added Has JIT and Allocated fields to order items grid | |
Proposal | Fixed | Due date not carrying over from the Proposal |
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Date: | 01.30.2014 | Version SME: 8.0.1.30 | |
Module | Action | Description | Revised SME Functionality |
Inventory | Added | Tech code to recalculate inventory detail | |
Inventory | Fixed | Inventory detail counts when there is no material detail involved | |
Dispatch | Fixed | Compliance check was using the incorrect tech | |
Dispatch | Fixed | When clicking on the order on the Day Planner tab update the dropdown fields |
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Date: | 01.28.2014 | Version SME: 8.0.1.29 | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | When updating do not include the UID check on empty tables |
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Date: | 01.27.2014 | Version SME: 8.0.1.28 | |
Module | Action | Description | Revised SME Functionality |
Proposal | Fixed | Convert lead to proposal and then convert proposal to an order would set billing on the customer to the site information | |
Orders | Added | When an order status changes log the changes, who, when, where |
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Date: | 01.08.2014 | Version SME: 8.0.1.27 | |
Module | Action | Description | Revised SME Functionality |
Not Released | Not Released |
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Date: | 01.07.2014 | Version SME: 8.0.1.26 | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Table not found error when the table was there | |
Dispatch | Modified | Moved refresh settings to a table which refreshes after 'X' number of entries to eliminate refresh issues | |
Dispatch | Modified | Option in user preferences to open Dispatch to Day Planner instead of Today's Labor | |
Custom Tables | Added | SME must now be in single user mode to allow editing of Custom Fields since other users may have locks on tables requiring updates which will cause table issues that lock out the modules | |
System | Modified | Added special code to handle MS SQL 2012 bug in dropping temp tables |
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Date: | 01.02.2014 | Version SME: 8.0.1.25 | |
Module | Action | Description | Revised SME Functionality |
Notes | Fixed | Right Click memo editor | |
Dispatch | Fixed | UID error when adding tech to an order | |
Fixed | Updated function calls based on component settings | ||
Batch Printing | Modified | Implemented use of threading to improve speed issues | |
Purchase Order | Fixed | Update quantity when incoming is greater than ordered |
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Date: | 01.02.2014 | Version SME: 8.0.1.24 | |
Module | Action | Description | Revised SME Functionality |
Not Released | Not Released |
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Date: | 12.16.2013 | Version SME: 8.0.1.23 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Modified code base to utilize threading for some processes | |
Orders | Modified | Fixed Profit percent calculations when subtotal of an order = 0 | |
System | Added | Web Service calls to update customer addresses | |
System | Modified | Item number on order details | |
Service Items | Added | Show in Tech Portal/Customer Portal | |
System | Added | Mark Reference Number to defaults | |
System | Modified | Use new threading logic for inventory snapshots |
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Date: | 12.12.2013 | Version SME: 8.0.1.22 | |
Module | Action | Description | Revised SME Functionality |
Dispatch | Modified | Re-implemented use of last tech save process | |
System | Modified | Added expense criteria to Order Task table for labor entries |
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Date: | 12.12.2013 | Version SME: 8.0.1.21 | |
Module | Action | Description | Revised SME Functionality |
Packages | Fixed | Adding package items to orders | |
System | Modified | Customer Propagate - moved to Single User and Tech Code | |
System | Modified | Customer Propagate - requires user to be logged into SME as only user before propagating customer info. | |
Proposals | Modified | Tab order | |
Recurring Invoice | Fixed | Apply Template now on the Actions Menu | |
Auto Email | Fixed | Now not checking for changes unless the Order Status has been changed | |
Custom Tabs | Modified | Do not allow changes while other users are in SME. Causes issues with existing data and record locks |
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Date: | 12.06.2013 | Version SME: 8.0.1.20 | |
Module | Action | Description | Revised SME Functionality |
Rolodex | Fixed | Search not displaying |
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Date: | 11.25.2013 | Version SME: 8.0.1.19 | |
Module | Action | Description | Revised SME Functionality |
System | Modified | Remove the '/' character from UID fields for SME Mobile |
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Date: | 11.20.2013 | Version SME: 8.0.1.18 | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | HTML bullets and numbering now holding | |
Custom Tabs | Added | Custom Field Header to the Custom Details table | |
Invoice | Added | QB Export Flag auto set on Refresh menu actions |
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Date: | 11.15.2013 | Version SME: 8.0.1.17 | |
Module | Action | Description | Revised SME Functionality |
System | Fixed | Billing Customer setting to only export Billing and never Site customers if the option is set | |
System | Modified | Added "Auto Reserve Flag' to defaults which will bypass Allocated and set items to Reserved | |
Orders | Fixed | Items on orders were not maintaining the price code from the price book | |
Users | Fixed | Confirmation of password for email | |
System | Modified | Check SQL instance for compatibility between SQL versions |
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Date: | 11.13.2013 | Version SME: 8.0.1.16 | |
Module | Action | Description | Revised SME Functionality |
System | Added | Live update now working | |
System | Modified | Moved Supervisor from user group to user table | |
System | Fixed | Invalid name on the customer definitions table | |
Orders | Fixed | Totals overlapping on Service Totals tab |
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Date: | 11.12.2013 | Version SME: 8.0.1.15 | |
Module | Action | Description | Revised SME Functionality |
Custom Tables | Fixed | Can now edit and modify within limits. Cannot change field names or types if data exists | |
Orders | Added | Auto Rollback if the conversion from one module to another fails for any reason. Proposal to order, order to invoice | |
Orders | Fixed | Adding items to orders from fixed rate proposals | |
System | Fixed | Renaming a location/warehouse | |
Projects | Fixed | Saving a new Project |
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Date: | 11.08.2013 | Version SME: 8.0.1.14 | |
Module | Action | Description | Revised SME Functionality |
Dispatch | Modified | Temp table is dropping when Dispatch is active. Modified code to attempt to force SQL to retain the temp tables until Dispatch is closed | |
Dispatch | Fixed | Clear all temp tables used by Dispatch when exiting Dispatch. Previously were held for reuse | |
System | Modified | Status bar displays the company name from Setup> Company rather than the database name | |
Proposals | Fixed | Invoice Type no longer defaults to 'Full Itemized' | |
Dispatch | Fixed | Now minimizes when clicking 'Jump to Order' | |
Orders | Fixed | Tax calculations on orders with discounts | |
Orders | Fixed | Service Item editor Service Look-up now functioning |
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Date: | 11.06.2013 | Version SME: 8.0.0.12 | |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Adding items to an order gave Dot Net error |
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Date: | 11.05.2013 | Version SME: 8.0.0.11 | |
Module | Action | Description | Revised SME Functionality |
System | Added | Time Tracking module | |
System | Added | Settings for Time tracking (Admin check box) | |
Orders | Added | Don't Estimate Labor flag - if set Billing Hours will always come from Scheduled or Actual time. |
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Date: | 10.18.2013 | Version SME: 8.0.0.10 | |
Module | Action | Description | Revised SME Functionality |
System | Added | Class editing in SME | |
System | Fixed | HTML editor for inserting and stamping Common Services |
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Date: | 10.16.2013 | Version SME: 8.0.0.8 | |
Module | Action | Description | Revised SME Functionality |
Orders | Fixed | Selected Item Print now working for forms with correct item detail |
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Date: | 09.27.2013 | Version SME: 8.0.0.5 | |
Module | Action | Description | Revised SME Functionality |
System | Added | Logging table for errors | |
Recurring Invoices | Fixed | Dot Net error when generating recurring invoices | |
System | Added | Triggers to support live updates | |
Proposals | Fixed | Converting fixed proposals ( no longer prompt for selecting item if no items to select) | |
Orders | Fixed | Converting fixed orders( no longer prompt for selecting item if no items to select) | |
Utilities | Fixed | Importing data to custom tables | |
Proposals | Fixed | Query on Proposal to show for fixed types | |
Proposals | Fixed | Proposal History is now displaying correctly | |
System | Fixed | Calculation for fixed rate subtotals | |
System | Fixed | Calculation of invoiced/converted states when on fixed rate record |
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Date: | 09.14.2013 | Version SME: 8.0.0.4 | |
Module | Action | Description | Revised SME Functionality |
Memo Fields | Modified | All memo fields are now HTML based | |
System | Modified | Modified the way orders are converted to improve conversion speed | |
Payments | Fixed | Credit Memo note was not available from the Notes button - now is a choice by doing CTRL = O | |
Purchase Orders | Fixed | Class placed on items in orders was not transferring to purchase orders | |
SQLink | Fixed | Multiple items with different classes were not transferring the class for all items - also now transferring for Service Items | |
Orders | Modified | Moved Auto Close logic to assemblies for speed and consistency | |
Proposals | Fixed | Proposals not converting correctly due to HTML conversion | |
RMA | Fixed | Credit Invoice was not getting created on Receipt of RMA item | |
SQLink | Fixed | Export of Billable customers now working |