Difference between revisions of "7.0 Revision History"

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| class="xl63" style="width: 100pt" width="100" | Labor Calculation
 
| class="xl63" style="width: 100pt" width="100" | Labor Calculation
 
| class="xl63" style="width: 269pt" width="359" | If scheduled hours are not set, base cost on bill hours
 
| class="xl63" style="width: 269pt" width="359" | If scheduled hours are not set, base cost on bill hours
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.79
 +
| class="xl63" style="width: 50pt" width="50" | Fixed
 +
| class="xl63" style="width: 100pt" width="100" | Material Editor
 +
| class="xl63" style="width: 269pt" width="359" | Adding labor after adding mat with labor hours would not recalulate totals.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.79
 +
| class="xl63" style="width: 50pt" width="50" | Fixed
 +
| class="xl63" style="width: 100pt" width="100" | Vedor/PO
 +
| class="xl63" style="width: 269pt" width="359" | Selecting item for PO using Vendor settings would take the first item in the inventory.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.78
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | Reports
 +
| class="xl63" style="width: 269pt" width="359" | Rollback transaction when report query fails to open
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.77
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | Labor Editor
 +
| class="xl63" style="width: 269pt" width="359" | Initialize labor rate first from customer custom, then from tech record, but override if any price book or service item rates exist (make Priority - Pricebook, service item, tech, custrate).
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.77
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | Order Convert
 +
| class="xl63" style="width: 269pt" width="359" | Removed check for temp table existance before dropping the temp table since it was causing ##table errors - temp table not found.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.77
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | Labor Editor
 +
| class="xl63" style="width: 269pt" width="359" | Query for subcontractor labor rate.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.77
 +
| class="xl63" style="width: 50pt" width="50" | Fixed
 +
| class="xl63" style="width: 100pt" width="100" | Proposal
 +
| class="xl63" style="width: 269pt" width="359" | Refresh from sales logic query pulling in the first entry in the Sales table.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.77
 +
| class="xl63" style="width: 50pt" width="50" | Fixed
 +
| class="xl63" style="width: 100pt" width="100" | Labor Editor
 +
| class="xl63" style="width: 269pt" width="359" | Tech added to work group was not properly showing due to lookup for the tech.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.76
 +
| class="xl63" style="width: 50pt" width="50" | Added
 +
| class="xl63" style="width: 100pt" width="100" | Tech Code
 +
| class="xl63" style="width: 269pt" width="359" | Tech code 504 to fix email addresses in contacts
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.76
 +
| class="xl63" style="width: 50pt" width="50" | Added
 +
| class="xl63" style="width: 100pt" width="100" | Conversion
 +
| class="xl63" style="width: 269pt" width="359" | Queries to update email addresses in contacts
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.76
 +
| class="xl63" style="width: 50pt" width="50" | Fixed
 +
| class="xl63" style="width: 100pt" width="100" | Reports
 +
| class="xl63" style="width: 269pt" width="359" | Check for ' commit ' statement in query (since transaction is now started before report query is opened, and rolled back when query is closed, make sure there's no commit statement in between)
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.76
 +
| class="xl63" style="width: 50pt" width="50" | Fixed
 +
| class="xl63" style="width: 100pt" width="100" | Fixed Orders
 +
| class="xl63" style="width: 269pt" width="359" | Non tax on fixed rate invoices (service, labor and materials)
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.76
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | Labor Editor
 +
| class="xl63" style="width: 269pt" width="359" | Sub contractor labor rate is now the labor cost for labor items.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.75
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | System
 +
| class="xl63" style="width: 269pt" width="359" | Memo field issue where Memo fields and Notes fields with character counts in excess of 5000 characters were causing SME to slow down. Note: You should remove all Notes fields from your Search Views as this will greatly slow SME on order lookup and load.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.74
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | Contracts
 +
| class="xl63" style="width: 269pt" width="359" | Always show web password in contact editor.  Note : Changing it for a lead does NOT change it for customer, and vice versa.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.74
 +
| class="xl63" style="width: 50pt" width="50" | Fixed
 +
| class="xl63" style="width: 100pt" width="100" | Utilities
 +
| class="xl63" style="width: 269pt" width="359" | Messages about record not found when recreating inventory, and the item uid, material uid or package uid are blank on the matieral link records.
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.5.74
 +
| class="xl63" style="width: 50pt" width="50" | Modified
 +
| class="xl63" style="width: 100pt" width="100" | System
 +
| class="xl63" style="width: 269pt" width="359" | Changed order of startup events to GET system format settings BEFORE using them to correct issues with corrupted user.ini files.
 
|}
 
|}

Revision as of 23:41, 14 September 2011

.
Version Update Module Action
7.0.5.108 Fixed Recurring Invoices Getting 'Error End Date Must be set - even when it was set
7.0.5.108 Fixed Inventory Transfers not happening on first click of 'Transfer All'
7.0.5.108 Fixed Setup Warehouse error when renaming a warehouse
7.0.5.108 Added Service / Install / Invoice Check for and prompt when invoicing an order with jit items.
7.0.5.108 Fixed PO Prompting to export Bill when only PO option was selected
7.0.5.108 Fixed Recurring Invoices Added back missing recurrance information
7.0.5.107 Fixed Recurring Invoices Query for minimum date for generating recurring invoices
7.0.5.106 Fixed Import Vendor information not allowing correct mapping
7.0.5.105 Fixed Utilities Importing to some fields, like zone & zone UID, were not updating
7.0.5.104 Fixed Customers Account number not getting generated when 'auto-generate' account number was set
7.0.5.104 Fixed Activities Clone activity button
7.0.5.104 Added System Login name is now a required field, even if not using login names (due to a unique index )
7.0.5.104 Fixed Work Group Editor Work Group Cloning logic. Also fixed on : payroll/wage items and price books
7.0.5.104 Modified Work Group Editor Relabeled and moved 'clone' and 'delete' buttons. Also fixed on : payroll/wage items and price books
7.0.5.104 Fixed Work Group Editor Deleting payroll item does not clear from user
7.0.5.103 Fixed Customers Lookup was referencing a legacy subcontractors table when adding a subcontractor to a customer.
7.0.5.103 Added Orders / Labor Editor When adding labor in labor editor, if tech is subcontractor, initialize labor cost from service item.
7.0.5.103 Fixed Itemized Invoice wonkiness while editing mat item on itemized invoice - CNR current version.
7.0.5.103 Fixed Invoice Editing Itemized invoice material grid was not properly closing
7.0.5.103 Fixed System Corrected issue with U.K. taxes
7.0.5.103 Added Ordes / Invoicing Prompt if JIT or allocated item is found when invoicing an order
7.0.5.103 Fixed Inventory Ability to reconcile a single item that had no stock in any warehouse
7.0.5.103 Modified Payments Selecting clear all' - will now not show when paying a single invoice
7.0.5.102 Modified Customers Prompt when changing billable company to alert user that if the customer is in QB than QB must be in single user mode and that if there are payments - QB will not allow the move.
7.0.5.102 Modified International Modified SME/SQLink to use Canadian settings for U.K. import.
7.0.5.102 Fixed Issues Activities from issues - fixed initializing company name on activity.
7.0.5.102 Fixed Users Inactive users shown in assigned to list.
7.0.5.102 Fixed Users Check for actual password change to open confirm password validation.
7.0.5.102 Fixed Inventory Last Sold/Purchased info not updating
7.0.5.102 Fixed Combined Invoices Adding items to an order that has been combined invoiced was re-invoicing items already invoiced in the initial invoice.
7.0.5.102 Fixed Inventory Adding items to an order that has been combined invoiced was not updating inventory sold counts if the item was reserved instead of delivered
7.0.5.102 Fixed Users Item Repair tab not hiding when unchecked for a user.
7.0.5.102 Modified Customer Equipment Added 'Is Equipment' flag to Customer Equipment tab since all items show and users may only want to view actual equipment.
7.0.5.102 Fixed Proposal Class not updating on Service items when set on Rates & Adjustments tab. Note: Existing Proposals with this issue will require that the items be re-added to get the class to display.
7.0.5.102 Modified Purchase Orders Added : prompt to export bill, if Purchase Order options include exporting bills, after items are recirved (instead of autosetting to export) Manually set the flag.
7.0.5.102 Fixed Common Services Was being put in Edit mode twice causing editing a 2nd service impossible without closing and re-opening the program.
7.0.5.102 Fixed Proposals Cloning proposal was initially showing all items instead of the cloned proposal's items.
7.0.5.102 Fixed Orders Can't use drop downs when editing an itemized invoice.
7.0.5.102 Fixed Backup Backups from tools was taking too long to complete. Modified to match that used during an update.
7.0.5.102 Fixed Recurring Invoices Now prompts the user to enter an end date since no end date equals infinate loop for regeneration of invoice.
7.0.5.101 Fixed Rolodex Rolodex search not working
7.0.5.100 Fixed Conversion Tech to user error when converting from 6.3
7.0.5.99 Fixed Invoicing Issue with code table and invoicing
7.0.5.99 Fixed Partial Invoice Issue with temp table and partial invoices returning ##temp table not found after attempting to invoice a second invoice.
7.0.5.99 Fixed RMA Double receiving on RMA items when returned to stock.
7.0.5.99 Modified SQLink Major changes to SQLink code due to QuickBooks 2010 SDK changes.
7.0.5.98 Modified System Rounding issues when creating invoices.
7.0.5.98 Fixed Invoicing ##Temp Table error when creating a second invoice.
7.0.5.97 Fixed Customer: Sub Contractors Missing fieldname causing error when jumping from subcontractor in customer to Vendor module.
7.0.5.97 Fixed Vendors Lookup list for preferred techs was looking at an obsolete tech table.
7.0.5.96 Fixed Orders Implemented fixes regarding order line items being added/ modified from order details tab.
7.0.5.96 Fixed Orders "Rates & Assignments tab: ""Assigned To"". this field is always populating with Alex Lobe. It isn't updating with the technician on the labor editor. "
7.0.5.96 Fixed Invoices Error when generating percentage invoice - tblCodes not found.
7.0.5.95 None All Not released
7.0.5.94 Fixed Reports Setting parameters in docs module
7.0.5.94 Added Dispatch Change color based on completed status - uses the closed order colors from company setup
7.0.5.94 Fixed Grids Work Group name missing.
7.0.5.93 None All Not released
7.0.5.92 Fixed Proposals Deleting mat item from proposal from materials tab
7.0.5.92 Fixed Invoicing Invoicing an order after the code table had been used, and there is an error invoicing the order and the secondary logic has to take place.
7.0.5.91 Modification Reports Modified transaction logic for reports.
7.0.5.90 Modification Rounding Set currency to be rounded to 2 decimals regardless of Regional & Local settings.
7.0.5.90 Fixed Proposal Error deleting item from Proposal Order Details Tab.
7.0.5.90 Fixed Recurring Orders If blank line was created it could not be deleted.
7.0.5.90 Modification Various Currency formatting hard coded in a few places. (Note : cannot fix for grid summarized totals).
7.0.5.90 Fixed Prepaid Used Incorrect field name error - billedhours.
7.0.5.90 Fixed Recurring orders Added block - custuid must be initialized
7.0.5.90 Fixed Combo Boxes Backspace was no longer triggering event to initialize fields from combos.
7.0.5.90 Modification PO Vendor email missing from form. To be implemented in 7.1
7.0.5.90 Fixed Customer Incorrect field name 'mainexp' causing error on setting the customer as inactive.
7.0.5.90 Modification Conversion Rewrote ordertech conversion logic to 'spread out' prepaids and invoiced counts. (Tech Code 1014)
7.0.5.89 Fixed Proposals Service item linkup dropping items when adding from service items and looking at the order items details page
7.0.5.89 Fixed RMA Return SME was attempting to apply link status to non-existent items when processing an RMA return receipt which was creating two records.
7.0.5.89 Fixed Dispatch / To Do Lost list source on drop down not filling the list with the techs. Pointed it to use the tech source from dispatch (which is already filtered out by zone and workgroup).
7.0.5.89 Modification Projects Moved check boxes over, so they no longer covered up 1/2 the W, making it look like a V. Also fixed lost Print button.
7.0.5.89 Modification Data Connections to MS SQL Server Raised the connection timeout setting to 10 minutes as MS SQL is randomly dropping connections.
7.0.5.88 Fixed Inventory Initialize vendor item manufacturer from inventory
7.0.5.88 Fixed Inventory Requirement for item number.
7.0.5.87 Fixed Invoicing When converting dollar and percentage invoices, if input amount = remaining balance, invoice at 100 % instead of calculated %.
7.0.5.87 Fixed Contracts Parameter list for the mapping of the phone fields. Fax & Mobile were swapped on save.
7.0.5.87 Fixed Reports Made improvements to report designing module (i.e., when testing the query, test with what is in the editor, not what is in the table)
7.0.5.86 Fixed Export Utility Grid not assigned error in export
7.0.5.86 Modified Inventory Reconciliation Enabled the accept flag so user can accept 0 physical count as a valid number without having to repeatedly enter zero.
7.0.5.86 Modified Inventory Reconciliation Now exports the reconciliation to Excel.
7.0.5.85 Fixed Invoice UID would be too when generating invoices from orders.
7.0.5.85 Modified Invoice Set to iterate through the table and assign a new UID where the UID would be too long. May slow invoice processing.
7.0.5.85 Fixed Dispatch Order detail table record not getting deleted when a labor record is deleted.
7.0.5.85 Fixed Customer Balance Added a final recalc balances when payment is posted to correct rounding issues.
7.0.5.84 Modified Inventory Recalculate On Hand, Available, and Reserved Reset order quaintly calculation and totals.
7.0.5.83 Modified Inventory Not released
7.0.5.82 Fixed Recurring Orders AClass not copied to details when entering an order.
7.0.5.82 Fixed Recurring Invoice Editing existing service item had field error.
7.0.5.81 Modified Conversion Changed tech conversion order of events to first look for the name, then the user name.
7.0.5.81 Fixed Customer Equipment Initialization of On Hand inventory when adding custequipment unrelated to an order.
7.0.5.81 Added Tech Code Auto Run to correct custequip and mat detail issues arising from : previous versions when changing an order item from jit to delivered and creating equipment items not related to an order.
7.0.5.80 Modified Price Book Modified to make Price Book item have precedance and to use the price for the item on the order.
7.0.5.80 Fixed Labor Editor Initialization issues on the Labor Editor.
7.0.5.80 Fixed Labor Editor Scheduled hour calculation would not reset correctly.
7.0.5.80 Modified Material Editor If Price Book is used hide Price Levels settings since they are not used in the calculation.
7.0.5.80 Modified Labor Calculation If scheduled hours are not set, base cost on bill hours
7.0.5.79 Fixed Material Editor Adding labor after adding mat with labor hours would not recalulate totals.
7.0.5.79 Fixed Vedor/PO Selecting item for PO using Vendor settings would take the first item in the inventory.
7.0.5.78 Modified Reports Rollback transaction when report query fails to open
7.0.5.77 Modified Labor Editor Initialize labor rate first from customer custom, then from tech record, but override if any price book or service item rates exist (make Priority - Pricebook, service item, tech, custrate).
7.0.5.77 Modified Order Convert Removed check for temp table existance before dropping the temp table since it was causing ##table errors - temp table not found.
7.0.5.77 Modified Labor Editor Query for subcontractor labor rate.
7.0.5.77 Fixed Proposal Refresh from sales logic query pulling in the first entry in the Sales table.
7.0.5.77 Fixed Labor Editor Tech added to work group was not properly showing due to lookup for the tech.
7.0.5.76 Added Tech Code Tech code 504 to fix email addresses in contacts
7.0.5.76 Added Conversion Queries to update email addresses in contacts
7.0.5.76 Fixed Reports Check for ' commit ' statement in query (since transaction is now started before report query is opened, and rolled back when query is closed, make sure there's no commit statement in between)
7.0.5.76 Fixed Fixed Orders Non tax on fixed rate invoices (service, labor and materials)
7.0.5.76 Modified Labor Editor Sub contractor labor rate is now the labor cost for labor items.
7.0.5.75 Modified System Memo field issue where Memo fields and Notes fields with character counts in excess of 5000 characters were causing SME to slow down. Note: You should remove all Notes fields from your Search Views as this will greatly slow SME on order lookup and load.
7.0.5.74 Modified Contracts Always show web password in contact editor. Note : Changing it for a lead does NOT change it for customer, and vice versa.
7.0.5.74 Fixed Utilities Messages about record not found when recreating inventory, and the item uid, material uid or package uid are blank on the matieral link records.
7.0.5.74 Modified System Changed order of startup events to GET system format settings BEFORE using them to correct issues with corrupted user.ini files.