SME 8 Features

Open Issues from Beta:

1. Formatting with indented bulleting not working.
2. Extra spaces in formatting or upon print
3. Printing dollar signs rather than bullets for Canada

Features

1. All notes fields changed from RTF to HTML
   1. All reports are also converted including custom reports.
   2. New editor for notes to support HTML
   3. Automatically converts fields from RTF to HTML upon upgrade
2. Hierarchical Classes. Class and subclass handling
   1. If class and subclass are setup in QB this will sync into SME with this hierarchy
   2. Lookup icon next to classes to see the hierarchy. Full name uses colon : to separate class and subclasses.
   3. Dropdown shows as Class:Subclass:Sub-Subclass
3. Profit Margin (Gross Margin percent) on Totals in Proposals, Orders and Invoices
   1. Consistent totals screen in proposals, orders, invoices
   2. Profit Margin available in all these areas
      1. Proposal
      2. Service Order
      3. Install Order
      4. Invoice
4. Billing hours rounding: Able to set the billing hours increment in minutes and allow roundup or normal math rounding. This is in Setup>Company>System along with the dispatch and hours settings.
5. Auto-reserve items that are not serialized option. This will simplify inventory allocation so that non-serialized inventory items do not need to be picked or reserved.
6. Customer Lists and Customer History shows in Maintenance Contracts
   1. Allows users to see customer lists and history including custom fields without having to jump to the customer
7. Time Tracking Table
   1. Added separate table for time tracking called taskdetail that can be connected to order and ordertask (labor item)
8. Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours.
   1. Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”
   2. Billing status can be set as default in following areas:
      1. Setup>Company>Customer Defaults>Rates and Charges Defaults. This will allow setting of a default billing status for any newly generated customers.
      2. Customer>Rates. Once set all orders created for this customer will have this default billing status
      3. Service or Install Orders>Details and Settings. Once billing status is set, all new labor created will use this billing status but it can be changed.
      4. Service or Install Orders>Order Items>Labor.
9. Packages are now always broken out into line items
10. PO receive now reversible
11. Modifications to cost on PO items get sent to qb GL adjustments (if GL entries are being used)
12. ‘Internal use’ flag on line items = print hide on orderdetails.
13. Invoices deleted in SME will remove the GL entries in QB on sync