7.2 Revision History

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PROGRAM REVISION HISTORY for SME 7

Click Here for 8.0 Revision History

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Date: 12.14.2013 Version SME: 7.2.18.193
Module Action Description Revised SME Functionality
System Modified Customer Propagate requires you to be logged in as the only user in SME when propagating customer changes.
Custom Tabs Modified Rebuild of custom tables when user has not defined any custom fields
Proposals Modified Tab Order
Purchase Orders Fixed Jump to order menu now working with service items on the order
System Fixed Non Admin users can now modify their grids
Recurring Invoice Fixed Order Item Display not refreshing
Rolodex Fixed Search not displaying
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Date: 12.11.2013 Version SME: 7.2.18.192
Module Action Description Revised SME Functionality
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: 11.17.2013 Version SME: 7.2.18.191
Module Action Description Revised SME Functionality
Projects Fixed Saving a new Project
Orders Fixed Selected Item Print now working for forms with correct item detail


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Date: 11.07.2013 Version SME: 7.2.18.189 NOT RELEASED
Module Action Description Revised SME Functionality
SQLink Fixed Export of Billable customers now working


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Date: 10.08.2013 Version SME: 7.2.18.188
Module Action Description Revised SME Functionality
Inventory Fixed Adding Vendor Item was causing a dot net error


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Date: 09.27.2013 Version SME:7.2.18.187
Module Action Description Revised SME Functionality
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: 09.18.2013 Version SME: 7.2.18.186
Module Action Description Revised SME Functionality
Not Released Not Released
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Date: 09.17.2013 Version SME:7.2.18.185
Module Action Description Revised SME Functionality
System Database Moved errors to eLog table in the database
Recurring Invoices Fixed Error when generating recurring invoices


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Date: 09.14.2013 Version SME: 7.2.18.184
Module Action Description Revised SME Functionality
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
Orders Modified Moved Auto Close logic to assemblies for speed and consistency
RMA Fixed Credit Invoice was not getting created on Receipt of RMA item


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Date: 08.30.2013 Version SME: 7.2.18.182
Module Action Description Revised SME Functionality
PriceBooks Fixed Pricebook clearing the package price
System Fixed Licensing date issue with Canadian companies
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Date: 08.29.2013 Version SME: 7.2.18.181
Module Action Description Revised SME Functionality
Orders Fixed Setting Force JIT clearing item details
System Modified Locked Tech Codes to Admin and enter password to run
Purchase Order Fixed When changing the Vendor, from that stored in inventory, on an item while in orders, would create a blank PO for the vendor from inventory
Maintenance Contracts Modified Manually create/update recurring invoices from maintenance (contracts)
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Date: 08.16.2013 Version SME:7.2.18.180
Module Action Description Revised SME Functionality
Recurring Invoices Added Tech Code: Generate Recurring invoices for imported maintenance contracts: 81913
PO Fixed Items entered on PO's from orders, and later modified, would not allow the item to be received. The Received Date would be set, but the Received Flag would not. Work-around was to delete the item and re-add to the PO, then receive
Orders Fixed Issues with JIT and items on orders - now can modify without item details duplicating or disappearing
Utilities Custom Tab Added Added Module Name to Search
System Modified User must have password to run a tech code
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Date: 07.25.2013 Version SME: 7.2.18.179
Module Action Description Revised SME Functionality
Custom Tables Added Custom tables for Recurring invoices
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Date: 07.17.2013 Version SME: 7.2.18.178
Module Action Description Revised SME Functionality
Orders Modified Ability to edit Closed/Invoiced/Partially Invoiced orders based on order status and user group settings.
Invoice Modified Use item counts for export if invoice total is zero
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Date: 07.16.2013 Version SME: 7.2.17.177 - 7.2.18.61
Module Action Description Revised SME Functionality
Help System Info Added Now displays the SQL instance name and port used
Users Modified Exposed the Employee Export flag so companies syncing can uncheck it if they do not sync employees to QB
SQLink Modified Employee email from QB now mapped to the Personal Email field in SME
SQLink Modified Label for Use ticket number for QB P.O Number' to 'Use invoice/proposal number for QB P.O. Number' on invoice
SQLink Modified Default material item list no longer automatically set to non-inventory items if SQLink is not set to use GL transactions for inventory
Orders Modified Only prefix PO number field with 'SME - ' if field contents less than 20 characters
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Date: 07.15.2013 Version SME: 7.2.17.176
Module Action Description Revised SME Functionality
System Fixed Notes shortcut mapping
System Modified Email password now encrypted
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Date: 07.12.2013 Version SME: 7.2.17.175
Module Action Description Revised SME Functionality
System Modified Added a prefix letter in front of the system generated reference number P=Proposal, S-Service, I-Install
Recurring Orders & Invoices Modified Added the ability to change customer and to refresh from customer or billing to the actions menu
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Date: 07.12.2013 Version SME: 7.2.17.174
Module Action Description Revised SME Functionality
Help System Info Added Now displays the SQL instance name and port used
Orders Modified Voided orders now show 'VOIDED' in the middle of the screen
Purchase Orders Fixed Adding your own PO number causing error
Purchase Orders Fixed Added Customer back to the PO Items tab
SQLink Fixed PO Service item export was duplicating in QB
Recurring Orders Fixed Recurring Orders now generate with zero quantity
SQLink Fixed Other Charge items now correctly exporting from QB to SME
Orders Fixed Color now updating when item is added
Customer Prepaid Hours Grid Fixed Now stays on correct record when clicking Edit
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Date: 07.08.2013 Version SME: 7.2.17.173
Module Action Description Revised SME Functionality
Inventory Modified PO calculation in Inventory for items entered on PO from Orders not updating in inventory
Package Fixed Dot Net error when changing cost on a package
Customer Fixed Error when updating Fullname on non billable companies
Packages Fixed Non broken out package header not filling in for Actions> Create PO for Selected items


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Date: 07.03.2013 Version SME: 7.2.17.172
Module Action Description Revised SME Functionality
Customer Documents Fixed Out of memory error when converting customer documents to use the File Stream method for storage of customer documents


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Date: 06.29.2013 Version SME: 7.2.17.171
Module Action Description Revised SME Functionality
Customer Equipment Fixed Items entered on orders and flagged as JIT were duplicating in customer equipment


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Date: 06.10.2013 Version SME: 7.2.17.170
Module Action Description Revised SME Functionality
System Fixed Dispatch staying on top of SME after selecting an order to jump to while in Dispatch
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Date: 06.07.2013 Version SME: 7.2.17.169
Module Action Description Revised SME Functionality
Purchase Order Fixed Right click menu on Po Item Details tab now jumps correctly..
Activities Modified Reminder is now set by default
Packages Fixed Selecting just the package header would cause dot net error when creating a PO for the package Items
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Date: 06.05.2013 Version SME: 7.2.17.168
Module Action Description Revised SME Functionality
Vendor Item Fixed Add another keeps default info
Inventory Transfer Fixed Can now moved reserved to a new warehouse
Vendor Item Fixed Changing Vendor name now updates all related info


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Date: 05.28.2013 Version SME: 7.2.17.167
Module Action Description Revised SME Functionality
Routines Modified signature field to accommodate Tech Portal field
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Date: 05.27.2013 Version SME: 7.2.17.166/ - Not Released
Module Action Description Revised SME Functionality
Return Added Added right click menu option to allow an item that was removed from inventory and sent to a vendor to be re-added to Inventory if the Vendor sends it back. http://high5software.com/mediawiki/index.php?title=Returns#Bring_material_back_into_inventory_from_Vendor
Prepaid Fixed Recurring Invoice not fills form correctly
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Date: 05.24.2013 Version SME: 7.2.17.165/SQLink 7.2.17.60 - Not Released
Module Action Description Revised SME Functionality
Setup Modified Purchase Order option to not set as Closed when all items are received Setup > Company > Inventory > Don't Autoclose POs
Reports Added Ability to save reports query to a file
Auto Email Modified Incoming email field length expanded to accommodate emails for multiple recipients
Dispatch Fixed Preview window now updating on order highlighted in Day Planner
Purchase Order Fixed Setting QB Export flag when receiving 'only' service items
User Group Fixed Email host field too short for some Exchange addresses
Purchase Order Added Option in Setup> Inventory Defaults> Do Not Auto Close PO's on final receipt
Dispatch Fixed Tech To Do Open now filtering out Closed properly
System Modified Removed Order/Invoice 'Delete' can be added back on a per user group basis
SQLink Modified Revised management of GL entries between SME and QB for Itemized Invoices
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Date: 05.03.2013 Version SME: 7.2.17.164/ - Not Released
Module Action Description Revised SME Functionality
Purchase Order Fixed Received flag not setting on service items
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Date: 04.26.2013 Version SME: 7.2.17.163/ - Selected Released
Module Action Description Revised SME Functionality
Purchase Orders Added Batch PO utility. Added to Tools menu
Purchase Orders Added Setup> Inventory option to limit items on an order to items listed for the vendor
Purchase Orders Added When Vendor Item option is set limit items to those in the vendor items table Setup > Company > Inventory > Limit Item Vendors
Purchase Orders Fixed Actual Quantity calculation not accounting for over received items
Orders Removed Removed Quick Add feature unless special code is set
Users Modified Expanded the Host field to 255 characters for those using Exchange
Orders Modified Order Items tab, button names changed from "Add New Material" to "Material" etc. Removing the words "Add New" for the Service, Material, Labor, BOM, Package, Text buttons.
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Date: 04.22.2013 Version SME: 7.2.17.161/ - Selected Released
Module Action Description Revised SME Functionality
Orders Modified Quick Add logic modified to focused list
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Date: 04.19.2013 Version SME: 7.2.17.160/SQLink 7.2.16.59 - Selected Released
Module Action Description Revised SME Functionality
System Modified Modified queries to clear the system memory runtime space allocated by the SQL server instance to attempt to eliminate the Dot Net runtime out of memory issues
SQLink Fixed Non Tax item was importing but not filling in the Non Tax field in settings
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Date: 04.18.2013 Version SME: 7.2.16.159/ - Selected Released
Module Action Description Revised SME Functionality
Reports Added Recurring Order Repair table to reports selection
Routines Modified Quick Add tuning on orders
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Date: 04.15.2013 Version SME: 7.2.16.158/ - Selected Released
Module Action Description Revised SME Functionality
Orders Added Quick Add' - Ability to add items to an order without opening the item editor from icon bar across middle of Order Items window
System Fixed Fields for taxing items when not using SQLink sync were dropped.
Orders Modified Quick Add' - limit list to 6 types and 6 order types
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Date: 04.13.2013 Version SME: 7.2.16.157/ - Selected Released
Module Action Description Revised SME Functionality
System Modified Added unique indexes to the UID field to further isolate lock time out errors
Orders Modified Cost field logic to not calculate on entry
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Date: 04.12.2013 Version SME: 7.2.16.156/ - Selected Released
Module Action Description Revised SME Functionality
System Modified Turn on snapshot isolation to improve performance
Routines Modified Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error
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Date: 04.10.2013 Version SME: 7.2.16.155/ - Selected Released
Module Action Description Revised SME Functionality
Orders Modified Added optional logic to change cost http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
Orders Fixed Links to package header when selecting the add as line items
System Modified Turn on snapshot isolation to improve performance
Routines Modified Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error
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Date: 04.08.2013 Version SME: 7.2.16.154/ - Selected Released
Module Action Description Revised SME Functionality
Recurring Invoice Fixed Recurring Invoice total tab now includes prepaid labor total
Projects Fixed Drop downs for Work Group and Zone not working
Users Modified Added Edit Login to settings table
Recurring Invoices/ Orders Fixed Added prepaid amounts to Service Item totals on the totals tab
Orders Added Proposal to Recurring Order Conversion
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Date: 04.05.2013 Version SME: 7.2.16.153/ - Not Released
Module Action Description Revised SME Functionality
Proposal Fixed Converting to recurring order caused a dot net error
Purchase Order Modified Added PO Item location drop down to the PO item editor
Package Modified Added Line number to packages
Purchase Order Modified Added location to master records for moving the items to the location if it changes on the PO header record
Purchase Order Modified Actual Quantity is now a calculated field
Purchase Order Fixed Error if PO receiving routine encountered an item deleted from an order but still remaining on a PO
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Date: 04.04.2013 Version SME: 7.2.16.152/ - Not Released
Module Action Description Revised SME Functionality
Utilities Fixed Import copy to existing record
Purchase Order Modified If ship to changes to a location prompt to update unreceived PO items with new location http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Changing_the_Ship_To_location_on_a_PO
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Date: 04.03.2013 Version SME:7.2.16.151/ - Not Released
Module Action Description Revised SME Functionality
System Fixed Stored Documents now open to default set in the Setup> Company> System stored documents path
Utilities Fixed Importing now only updates fields mapped through the import file
System Modified Added Microsoft recommended database optimization
System Modified Modified settings to turn on database Auto Create Statistics and Auto Update Statistics to improve query performance
Auto Email Fixed Issue with carriage returns in the outgoing email list on the order status
Purchase Order Modified Minimum level check stopped functioning due to query optimization
Customer Docs Modified Use the System setting if the module setting is blank
Utilities Fixed Error when editing Price Books and adding a service item
Preferences Icon Fixed Spelling error in the Start-up task
Purchase Order Modified Allow clearing the Back Order Quantity from a PO Item
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Date: 04.02.2013 Version SME: 7.2.16.149/ - Not Released
Module Action Description Revised SME Functionality
Utilities Fixed Adding service item to a price book caused it to error out
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Date: 03.26.2013 Version SME: 7.2.16.146/ - Not Released
Module Action Description Revised SME Functionality
Customer Equipment Fixed Hierarchy not properly working
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Date: 03.25.2013 Version SME: 7.2.16.145/SQLink 7.2.16.58 - Not Released
Module Action Description Revised SME Functionality
User Groups Added SME Settings Table
User Groups Added Move Tech Portal settings to user level
Purchase Order Added Receive by location logic
User Added layout for settings table
Order Items Modified If status = jit, and new status = delivered and there are no outstanding PO's and no outstanding RMA, and it's fully invoiced, and the reserve was successful THEN set to invoiced status
Order Items Modified If cost override is set use the order cost instead of the inventory item cost http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
Vendor Added Ship Charged to functionality to table
Purchase Order Added Purchase Order Status records in lists mirroring the Order status functionality http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders
Invoice Fixed Invoice attempting to export due to COGs when Use 'GL' was not set in SQLink
Invoice Fixed Issue after query optimization when rolling back an invoice
Auto Email Added Logic for Purchase Order status emails http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders
Purchase Order Added Logic for Location Purchase Order generation
Inventory Added Logic for a Snapshot range by date


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Date: 03.13.2013 Version SME: 7.2.15.144 - Selected Release
Module Action Description Revised SME Functionality
System Added Recurring hours entry screens
Recurring Invoice Added Create order service records for recurring hours charges (prepaid hours)
Customer Added Recurring Hours expired flag
Invoice/Orders Added If billable company changes, remove and reapply prepaid with new company information
Dispatch Added If the labor changes on dispatch modify related records
Customer History Modified History grids to reflect the changes for recurring hours
Orders Modified Prepaid applied is now auto based on service items only
System Added Prepaid hours are ONLY applied to combined orders and Non-combined /non credit invoices
Orders Added Prepaid cannot be deleted if it's been used
Orders Added Prepaid hours are added based first on the customer and then on the parent/billing customer
Orders Added changing the service item 'after' initial selection does 'NOT' change the prepaid hours
System Added Conversion logic for existing prepaid hours to load them into the new structure for new Prepaid/Recurring hours
Recurring Order Fixed Error on selecting service code
Projects Fixed Selectors on Work Group & Zone not working


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Date: 03.08.2013 Version SME: 7.2.15.143/SQLink 7.2.15.57 - Selected Release
Module Action Description Revised SME Functionality
SQLink Fixed Do not send empty GL entries if cost is missing from invoiced item
System Fixed Data rebuild when there is a space in the database name
Order Task Modified Input screen for labor hours
Utilities Fixed Inventory import clearing retail1 when retail1 was not part of the import
Purchase Order Modified Can now clear out the quantity on back order by opening receiving, go to back order tab, setting the Back Order to zero and setting the quantity ordered on the Receive PO Item to zero
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Date: 03.07.2013 Version SME: 7.2.15.142/SQLink 7.2.15.56 - Selected Release
Module Action Description Revised SME Functionality
System Added Tech Code to clear GL entries to allow for cleanup of previous GL transactions
Routines Added One GL entry per item record. If costs change only that record will be exported. Not entire Invoice.
Packages Fixed Parameter when adding multiple packages after GL updates
Packages Added If costs change flag Package for export
Purchase Order Fixed Item costs when adding packages to PO
Auto Email Fixed Crashing when status changed on an order
Purchase Order Fixed Actual Qty now calculated from the correct values
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Date: 03.06.2013 Version SME: 7.2.15.141/SQLink 7.2.15.55 - Selected Release
Module Action Description Revised SME Functionality
System Added Flags to export GL entries correctly
Routines Added When Cost changes on customer equipment or ordered equipment set GL flag to re-export the GL entries based on the fiscal year
SQLink Modified Updates for GL entries
Users Added Added field for Tech Portal hours
User Groups Added Tech Portal Hours fields
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Date: 03.05.2013 Version SME: 7.2.14.140 - Selected Release
Module Action Description Revised SME Functionality
Routines Modified GL transactions to mirror QB GL transactions by date
Routines Added If Cost changes on an item set the 'cogs' update flag and re-export the item
Routines Inventory Modified the inventory snapshot for active & inactive items
Routines Modified Moved the GL flags to supporting tables to better match GL entries made in QB
System Modified QBCogs flag. If set, cogs is based on date of invoice, vs invoiced date of item GL Entries for SME Inventory
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Date: 03.04.2013 Version SME: 7.2.13.139 - Selected Release
Module Action Description Revised SME Functionality
System Modified Queries to enhance speed in SME
System Fixed Invoice number in excess of 11 places causing an error
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Date: 03.01.2013 Version SME: 7.2.13.138 - Selected Release
Module Action Description Revised SME Functionality
System Modified Queries to enhance speed in SME
Order Fixed Order Item tab status colors stopped working
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Date: 02.25.2013 Version SME: 7.2.13.137 - Selected Release
Module Action Description Revised SME Functionality
System Modified Queries to enhance speed in SME
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Date: 02.18.2013 Version SME: 7.2.13.136 - Selected Release
Module Action Description Revised SME Functionality
Invoicing Added Recurring hours to recurring invoicing
Inventory Fixed Snapshot generation and non inventory items
SQLink Fixed Partial and Non Inventory counts not included in cogs calculations
Orders Fixed When updating costs on equipment records also update the cost on related partial invoice copies
Orders Fixed Item editors not updating cost/price
SQLink Fixed Exporting package logic
PriceBooks Modified Added MFG part Number to Price Books
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Date: 02.14.2013 Version SME: 7.2.13.135 - Selected Release
Module Action Description Revised SME Functionality
Routines Modified Inventory Allocation material handling
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Date: 02.12.2013 Version SME: 7.2.12.134 - Selected Release
Module Action Description Revised SME Functionality
System Modified Routine queries
Auto Email Modified Added incoming leads to sales table
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Date: 02.08.2013 Version SME: 7.2.13.134 - Selected Release
Module Action Description Revised SME Functionality
System Modified Routine queries Not Released
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Date: 01.26.2013 Version SME: 7.2.12.133 - Selected Release
Module Action Description Revised SME Functionality
Orders Modified Calculate cost as average cost, total as sum total. When saving, only calculate retail price based on price book if item is un-invoiced, or invoice is not closed after doing allocation, or other material manipulation, reset cost on order materials, on receive, update the cost on linked customer equipment record
PO Modified When receiving a PO and the linked item is a package, update order materials from the cost on the PO
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Date: 01.10.2013 Version SME: 7.2.12.132/SQLink 7.2.12.51 - Not Released
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Date: 01.10.2013 Version SME: 7.2.12.131/SQLink 7.2.12.51 - Selected Release
Module Action Description Revised SME Functionality
System Modified Data restricting issues with some versions of SQL Server
SQLink Modified When importing anything break it into chucks of 500 items
SQLink Modified Importing Prepaid items was duplicating the lines in QB
System Modified Duplicate Account number warning - now warns if checked in Setup
Customer Fixed Excise tax was a dollar amount not a rate


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Date: 01.07.2013 Version SME: 7.2.12.130 - Selected Release
Module Action Description Revised SME Functionality
Routines Fixed Error when posting material changes to the tables
Customer Equipment Fixed Cell formats displaying incorrectly for the data type
Invoicing Fixed Now sets export flag after adding finance charges


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Date: 01.05.2013 Version SME: 7.2.12.129 - Selected Release
Module Action Description Revised SME Functionality
System Added Tech Codes to set up GL SQLink Account Inventory Export - clears be flags/values on inventory, set flags on SQLink setup to not import/export inventory, sets default SQLink Import/Export item to SMP_Item.
Packages Fixed When using gl entries for inventory transactions, if the package is set as a 'charge as package' package item, export cost from the package header, not the line items.
Setup Modified Added Billing Contact Email to the Order Status email addresses to send to. If checked the Billing Contact on the order will get order status updates for the order status changes.
Auto Email Fixed Do not send calendar changes to subs if the 'Do Not Publish' flag is not set and the labor record changes
System Fixed SME was allowing 12/31/1899 as default whenever a date was back spaced out of a date field. SME will now place the current date in any blank date field when saving.
Customer Fixed Reviewing Used Prepaid Services
Invoice Fixed Removing items from invoices will now reset the QB Export flag
Order Status Added Show On Dispatch setting added to Order Statuses Orders with this option not checked will not show on the Unscheduled, Service, Install, or invoice tabs at the bottom of dispatch.
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Date: 01.04.2013 Version SME: 7.2.12.128/SQLink 7.2.12.50 - Selected Release
Module Action Description Revised SME Functionality
SQLink Fixed Import SMP_Item even if import inventory is turned off
Leads Fixed Quick View to Proposal was not working
Help Modified Help> System Info> Logged in Users was showing master table connections as well as the data table connections


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Date: 01.04.2013 Version SME: 7.2.12.127 - Selected Release
Module Action Description Revised SME Functionality
Inventory Fixed Changing status on stock was causing error
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Date: 12.21.2012 Version SME: 7.2.12.126 - Selected Release
Module Action Description Revised SME Functionality
System Fixed Proposal issue when converting. Incorrect decimal length on some fields.
Orders Fixed Converting large orders timing out due to attempting to handle the re-sequence of the items based on user order.
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Date: 12.06.2012 Version SME: 7.2.12.125/SQLink 7.2.12.49
Module Action Description Revised SME Functionality
SQLink Modified Set up inventory processing to break data into manageable chunks.
SQLink Fixed Exporting PO's when a PO with an error stops all other PO's from exporting
Reporting Fixed When run from a module do not clear out the record UID
System Fixed Corrected decimal placement on all tables. Logic still calling 4 places after the tables were set to 5 places
Orders Modified Large orders were hanging and not converting or were very slow to convert due to sequence number logic
SQLink Modified Bill account when exporting a PO with multiple PO's


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Date: 11.16.2012 Version SME: 7.2.12.124
Module Action Description Revised SME Functionality
PO Fixed Inventory record not always recalculating when PO was generated from orders
Orders Fixed Closed date not getting set when voiding an order
Sales Notes Fixed Ctrl/Alt/E now has the New Entry and Edit buttons showing
Activities Fixed Assigned To was not showing in the Activities Grid
Activities Fixed To Do editor not allowing multiple entries and To Do actions not displaying in the To Do Grid
Audit Fixed Audit - view all now show issues


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Date: 11.09.2012 Version SME: 7.2.12.123/SQLink 7.2.12.47
Module Action Description Revised SME Functionality
Issues Modified Limit the incoming title to 70 characters
Invoice Fixed Export Subcontractor bill to QuickBooks not getting set on invoice creation
Reports Fixed New reports generating Start and End date in reversed order
SQLink Fixed Default SMP_Item was not getting set as a non-inventory item
Orders Fixed Manufacture part number now transfers to inventory for items added on the fly
Journal Notes Fixed Journal grid clearing out journal records when canceling a new entry
Batch Email Modified Added the company name to the beginning of the subject line for batch printed invoices


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Date: 11.06.2012 Version SME: 7.2.12.122/SQLink 7.2.12.46
Module Action Description Revised SME Functionality
Recurring Orders Fixed Recurring Order from template not showing all customers to pick
Journal Notes Fixed Journal Notes date info off screen to the left - put in a line wrap
Leads Fixed Converting lead to customer would lose parent/child structure
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Date: 10.26.2012 Version SME: 7.2.12.120
Module Action Description Revised SME Functionality
Customer Modified Clicking 'Set From Site' does not clear the parent billing link
Orders Modified Closed Date no longer changing when adding the order to a Combined Invoice
System Fixed Currency symbol not displaying in the local/regional format selected for Discount fields.
Alerts Fixed Alerts not firing if the SLA category in Setup was set to zero
Audit Notes Fixed Date not setting on audit records for sorting
RMA Fixed Credit invoice now references the invoice number in memo line
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Date: 10.20.2012 Version SME: 7.2.12.119
Module Action Description Revised SME Functionality
System Licensing System now checks the lock folder for licenses not in use and deletes the unused licenses
Setup Inventory New check boxes for 'Force JIT' and 'Don't update cost when receiving from PO' can now be set
Journal Notes System Added custom types to the User notes filter
Customer Equipment Service History Service Requested/Performed no longer display formatting
Customer Equipment Service History All related orders now show under the history tab for that item Customer Equipment
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Date: 10.12.2012 Version SME: 7.2.12.118
Module Action Description Revised SME Functionality
Customer Equipment Fixed Customer Equipment: Service History tab showing now showing order history
Customer Equipment Fixed Repair History tab: Repair Requested/Performed was showing all hidden formatting tags
System Fixed User Groups: Activities Button hiding not functioning correctly
Issues Fixed Issues> Actions> Copy to Knowledge Base giving ‘custdocs not found’ error
Purchase Orders Fixed Add item from Vendor now correctly added to inventory
Purchase Orders Fixed SQLink: PO field length now checked
Utilities Modified For inventory import if the destination table has related UID as a field, then find/create an inventory detail with matching item/location
Dispatch Modified Change button label from Jump to Service to Jump to Order and Reschedule Service to Reschedule Labor at the top of dispatch. Dispatch Guide
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Date: 10.05.2012 Version SME: 7.2.12.117/SQLink 7.2.12.44
Module Action Description Revised SME Functionality
System Modified Handling for clearing locking files when leaving SME on a terminal server or when network interruptions break the connection to SME
Recurring Orders Fixed Generated Orders displaying orders from unrelated orders
Recurring Orders Fixed Custom entries transferring from Recurring Orders to Service/Install http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders
System Fixed Processes calling a SQL temp table were getting dropped due to generation as a private table instead of a public table
Invoice Fixed When Voiding an invoice lift the 'QB Export' flag
SQLink Modified Added option to 'not' sync inventory between SME & QB
RMA Fixed Link from material to item on credit invoice
RMA Modified Set flag for credit invoice
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Date: 09.27.2012 Version SME: 7.2.12.116
Module Action Description Revised SME Functionality
System Modified Set the max decimals to 6 Decimal Spaces
Reports Modified Added reporting functionality
Orders Modified Order of processing records from allocation to do new records first. Logic now checks to see that the total quantity on customer equipment records < quantity on order materials records before doing the split for non-serialized items
PO Fixed Not recalculating logic on inventory details
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Date: 09.26.2012 Version SME: 7.2.12.115
Module Action Description Revised SME Functionality
Payments Added Check Payments for stored CVV fields. If found prompt user to clear the codes
Payments Modified Removed the CVV field from the screen Payments
Dispatch Added Publish button to the Today's labor tab for outgoing email http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Meeting_Requests_for_Labor_Scheduled
Recurring Modified Call next number form correct module
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Date: 09.25.2012 Version SME: 7.2.12.114/SQLink 7.2.11.43
Module Action Description Revised SME Functionality
Invoice Fixed Items with SLA charges had export issues
Recurring Orders Added Item Repair tab to recurring orders http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab
Users Added Item Repair tab to user groups http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab
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Date: 09.24.2012 Version SME: 7.2.12.113 - Not released
Module Action Description Revised SME Functionality
System Added Payments processing module http://high5software.com/mediawiki/index.php?title=Company#Payments_Gateway
Notes Modified Note buttons and actions. Combo box now filters note types when viewing 'All'. When viewing user notes, auto size the note field. When viewing system notes, only show first 6 lines, with a scroll bar.
Recurring Orders Added Custom Tables to Recurring Orders http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders
Recurring Orders Added As Install to the Details & Settings screen. If checked, recurring order generates Install Order. http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Create_a_Recurring_Order
Orders Modified Labor Editor - if wage is not defined, initialize labor cost from service item on new records http://high5software.com/mediawiki/index.php?title=Labor_Editor_Defaults#Labor_Unit_Cost_Defaults
Orders Added Implemented no cost update flag and force jit flag for inventory defaults http://high5software.com/mediawiki/index.php?title=Company#Inventory
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Date: 09.19.2012 Version SME: 7.2.11.112/SQLink 7.2.11.42
Module Action Description Revised SME Functionality
Purchase Orders Fixed Error when creating PO from Actions and setting the vendor
Recurring Invoicing Fixed Error when generating recurring invoices
Reports Fixed Parameter screen not showing when testing reports
Purchase Orders Fixed CTRL-ALT-O was not opening search for vendor to create a new PO
System Fixed Orders> Material> Flat view now hides all cost and price fields
View Fixed F3 - active inventory was including inactive items
Purchase Orders Fixed Error on receive all when SME was set to Export Bills
Orders Fixed Order Items tab color is now working correctly for items on Purchase Order
Orders Fixed Fixed Rates tab incorrectly showing tax after selecting non tax labor
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Date: 09.18.2012 Version SME: 7.2.9.111/SQLink 7.2.11.41
Module Action Description Revised SME Functionality
Reports Modified Skip blank lines in parameters
SQLink Modified Service items were showing up in the inventory combo selector


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Date: 09.12.2012 Version SME: 7.2.11.110/ SQLink 7.2.11.40
Module Action Description Revised SME Functionality
System Modified Tax Exempt logic to correctly handle tax exempt customers http://high5software.com/mediawiki/index.php?title=Customers#Rates_Tab
Orders Fixed Add Another on the labor editor was clearing default fields for cost, etc
SQLink Modified Added tax exempt logic - can now pick your tax/non tax items
SQLink Modified System setting to generate GL entries in QB when exporting PO/Bills for Inventory items kept in SME only http://high5software.com/mediawiki/index.php?title=Maintaining_Inventory_in_SME_-_Use_General_Ledger_Entries_for_Default_Material
SQLink Modified Combined invoices with multiple orders will have the tax broken out based on the order tax setting
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Date: 09.10.2012 Version SME: 7.2.9.109
Module Action Description Revised SME Functionality
Reports Modified Added parameter lists to reporting for lists in SME
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Date: 08.31.2012 Version SME: 7.2.9.107
Module Action Description Revised SME Functionality
User Groups Fixed Work Group not updating in the Search Views when changed
Journal Notes Modified More Journal Note modifications to the Note viewer
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Date: 09.04.2012 Version SME: 7.2.9.108 (not released)
Module Action Description Revised SME Functionality
Reports Fixed Parameter values for True/False report parameter dropdowns
SQLink Fixed Exporting combined invoices with multiple orders order is now maintained
Customer Modified wording on the flag that writes a past due message in the message box on the customer Details & Settings tab
System Terms Terms will now pull from the company settings or prompt if missing from the customer terms
Purchase Order Fixed PO Export flag now setting if creating a PO from orders using the Actions Menu item 'Create PO for selected items'
Purchase Order Fixed PO is not set to Export to QB on receipt since the PO was exported when created
Customer Lists Modified Added Docs to the Item editor for Customer Equipment http://high5software.com/mediawiki/index.php?title=File:CustomerEquipment_StoredDocumentsTab.png
System Order Added Flag to update the Order Assigned to based on the last edited Tech on the order http://high5software.com/mediawiki/index.php?title=Company#Order_Options
Inventory Modified Can no longer transfer items in to the warehouse they are currently in…


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Date: 08.24.2012 Version SME: 7.2.9.106
Module Action Description Revised SME Functionality
System Notes Modified Modified note view to display all info for the notes
System Notes Fixed Cost/Retail still showing in sub grids on orders
Inventory Fixed Zero quantity reserved items should no longer show up in reserved status query


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Date: 08.23.2012 Version SME: 7.2.9.105
Module Action Description Revised SME Functionality
Proposal Fixed Missing message when proposal fails to convert
Orders Fixed Cost/totals still showing with no financial access in some grids and sub grids
Orders Modified Added summary lines to the Labor and Material Grids in various modules
PO Fixed Vendor PO cost coming from wrong field
Docs tab Fixed Error when adding new custdocs when file stream is enabled
Orders Fixed PO cost from vendor item was not properly tracking through the system
Routines Fixed Field description lengths on temp tables used in order conversion to invoices


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Date: 08.21.2012 Version SME: 7.2.9.104
Module Action Description Revised SME Functionality
Reports Fixed Default values now correctly display for 'True', 'False', 'All'
Setup Modified Changed label on user commissions
PO Item Fixed Display for item description with multiple lines adding carriage return symbol
Backup Fixed Query was timing out when doing backup on larger datasets and not backing up the database
Invoices Modified Expanded item description to 255
PO Modified Expanded item description to 255
Customer History Fixed Customer Equipment tab not showing in Customer History
System Modified On new records set first tab stop to order summary and not the customer name field
System Modified Removed use of main.ini for form size/position which would stop SME from minimizing
PO Items Fixed Cost field not available when editing broken out PO Items for packages
Projects Fixed Error when selecting an order in the project planner grid
Incoming Auto Email Added If contact on email not linked to the customer, copy contact info from customer
RMA Fixed Credit invoice item was applying the credit dollar amount into the quantity field.
Orders Fixed Unreported error when converting an itemized order with a subtotal record to an invoice.
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Date: 08.15.2012 Version SME: 7.2.9.103
Module Action Description Revised SME Functionality
System Modified Routines dealing with creation of orders to avoid duplicate order numbers when using automated programs to create orders


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Date: 08.02.2012 Version SME: 7.2.8.102 SQLink:7.2.9.37 Library: 7.2.9.90
Module Action Description Revised SME Functionality
Journal Notes Fixed Opening note viewer on Journal Notes tab was creating two entries.
Email Issues Fixed Reconfigured actions triggering email events
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Date: 07.30.2012 Version SME: 7.2.8.101 - SQLink 7.2.9.37 Lib: 7.2.9.89
Module Action Description Revised SME Functionality
System Fixed Deleting tax codes
Setup Added Option for Auto Notify on Issues New feature added for Automated Email for SME http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Issues
Reports Added Graphical charts to reporting
Setup Added Tax flags from defaults for customers using SQLink
Email Added Auto notify for issues New feature added for Automated Email for SME http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Issues
PO Fixed Adding a service item to a PO from the PO module
Notes Modified Journal note formatting on display
Orders Fixed Hiding costs and still seeing costs in Order Items tab
System Fixed Calculating commission based on profit
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Date: 07.20.2012 Version SME 7.2.8.100 - SQLink 7.2.8.36 7.2
Module Action Description Revised SME Functionality
SQLink Modified Modified the initial sync of invoices into 6 month segments since one year segments were causing out of memory errors on some systems.
SQLink Modified Tech Flag is no longer automatically set on all imported employees. Now has to be set in Setup> User http://high5software.com/mediawiki/index.php?title=Dispatch_Guide#Adding_New_Technicians
Customers Modified Propagate to related now includes Zones. http://high5software.com/mediawiki/index.php?title=Customers#Updating_Site_and_Billing_Address
Packages Fixed Refresh issue on service items when added to package, then modified, then package added to order.
System Modified User Group settings 'User Security Settings' modified write setting to remove access to write to the module from all other related modules.
Packages Modified Add items to packages tool tips not displaying the correct tip
Orders Modified Labor editor message for publishing email generation.
Customer Equipment Modified Added Order Number to the Customer Equipment module. Added sorting ability to all columns when clicking on the column header.
Journal Notes Modified Added grid tag to Journal Notes grids to avoid network issues interfering with the writing of ini file system settings.
Payments Modified Import payment search now keeps a list of processed QB payment ID's, and in the search function, will use that list to compare against payments already brought in to SME. If the record found by the QB invoice id search has a 'processed' QB payment id, then SME will continue searching for the correct match.
Payments Modified Maintain payment details. Payment details for individual payments were deleted and recreated when payment information changed.
Payments Added Payment import logic will now maintain a list of the invoices that the payments are applied to, and delete pay details that have invoices that are not in 'the list' of invoices.
Payments Added Pay details will only be updated when the applied to amount is different than that currently in SME.
Payments Modified Pay details will not have the date paid changed to the last import date. Will instead use the date paid from QB.
Vendor Fixed Not showing in list of available Vendors. Due to field state in the database.
System Modified Reference Number now follows from Proposal> Orders> Purchase Orders - as long as it is not changed.
Orders Fixed Error on occasion when adding a contact to the Requested By field.


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Date: 07.16.2012 Version SME: 7.2.8.99 7.2
Module Action Description Revised SME Functionality
Import Fixed Custom table field names were causing issues with the import validation utility
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Date: 07.16.2012 Version SME: 7.2.8.98 7.2
Module Action Description Revised SME Functionality
System Modified SLA - modified SLA date setup to account for various possible work hours settings
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Date: 07.12.2012 Version SME: 7.2.8.98 7.2
Module Action Description Revised SME Functionality
Reports Modified Date selection was not working due to international date formats
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Date: 07.11.2012 Version SME: 7.2.8.97 7.2
Module Action Description Revised SME Functionality
Contacts Modified Contact information was not getting updated when it was changed due to preexisting information from previous versions of SME
RMA Fixed Error when deleting an RMA when sitting on the Items tab
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Date: 07.10.2012 Version SME: 7.2.8.96 7.2
Module Action Description Revised SME Functionality
Recurring Invoices Fixed Error when editing existing items
Issues Modified Use Issue title to fill in Order Summary
Issues Modified Clear Assigned To when an order is converted to Closed from Tech Portal
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Date: 07.09.2012 Version SME: 7.2.8.95 7.2
Module Action Description Revised SME Functionality
Orders Modified Unprintable characters, hidden characters, were stripped out of incoming emails causing orders to not close and outgoing emails to not send
System Modified Equipment delete security check corrected
SQLink Modified Item order sort when exporting invoices to QB
Customer Equipment Modified Error when checking Parent/Child relationships


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Date: 06.29.2012 Version SME: 7.2.8.94 7.2
Module Action Description Revised SME Functionality
Orders Modified Can no longer select items from inventory allocation when the order has been invoiced
Orders Modified Relabeled wording on orders that have been invoiced and then edited. Old wording - Partial Invoice - new wording - Partially Invoiced = combined order that was invoiced and has been edited reopening the order. Order MUST be edited and Saved for wording to change.
System Modified Generating late fees from Utilities
Orders Modified When a labor record is deleted, only publish the delete if the labor record WAS marked with publish, or Auto Publish is turned on. If you have Automated Outgoing Emails for SME installed and you aren't using the field scheduler portion, deleting labor won't send the cancellation meeting request anymore.
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Date: 06.27.2012 Version SME: 7.2.8.93 7.2
Module Action Description Revised SME Functionality
Custom Tables Modified Alert user to the existence of the reserved characters in field names.
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Date: 06.26.2012 Version SME: 7.2.8.92 7.2
Module Action Description Revised SME Functionality
Orders Modified Cloned orders now correctly set the Print Hide flag to 'false' as opposed to 'Null'.
System Modified When cloning orders do not publish the email settings until the conversion is complete
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Date: 06.25.2012 Version SME: 7.2.8.91 7.2
Module Action Description Revised SME Functionality
Orders Modified Exposed the Labor QBExport flag. New option allowing labor export to be set to happen when entered or to be set by the user when the order is processed. http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29
Reports Modified Storage of temporary files changed for Vista/Win 7 compatibility
SQLink Modified Changing the contact on a customer now sets the QB export flag


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Date: 06.15.2012 Version SME: 7.2.8.90 7.2
Module Action Description Revised SME Functionality
System Fixed Inactive not repopulating lists. Would create blanks when searching old records where the inactive was the item of record for that transaction.
System/Orders Fixed Default Priority is now functional
SQLink Modified Setting customer inactive now sets the QB export flag
Reporting Fixed Date parameters now working
Customer Fixed QuickBooks export flag was not getting automatically set when setting the customer inactive, duplicating a customer, changing contacts, or merging.
Utilities Fixed Generation of past due for the global utility
Batch Email Fixed Customer name now fills in on the subject line of the email
System Fixed Deactivating Common Services now works with the post button
Email Fixed Outgoing order status emails now function correctly
Purchase Order Fixed Received flag not getting set on receipt of an item
SQLink Fixed Default QuickBooks UID's were not clearing on re-merging data
Inventory Fixed Now cannot allocate inventory from another customers warehouse
Customer Fixed Update related now updating all Order records, Recurring Invoices & Recurring Orders
Invoices Fixed Setting an invoice as non billable will now leave payment field as zero instead of putting in the invoice total in the payment field
Invoices Fixed If the customer is exempt the local taxing authority tax info is now maintained with zero taxable amounts
Orders Fixed Select PO without a vendor now always pops message to select vendor
Customers Clarification Changing Zone on customers does not propagate to all related records - must be manually maintained
System Modified Storage of form ini file information since current method would occasionally result in form malfunctions
System Modified Modified writing of order/invoice/proposal numbers to avoid any possibility of a duplication.
SQLink Modified Changing a Customer status in QB or deleting a customer in QB will only set the Customer as Inactive in SME
Packages Modified Now exports service items to QB correctly
Journal Notes Modified Ini files were not getting updated correctly due to network issues which caused the dropdown selection to not fill correctly
Utilities Modified Can now merge databases
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Date: 05.31.2012 Version SME: 7.2.8.89 7.2
Module Action Description Revised SME Functionality
Grids Fixed Grids that were not functioning correctly after the grid modifications.


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Date: 05.29.2012 Version SME: 7.2.8.88 7.2
Module Action Description Revised SME Functionality
Packages Modified Package handling when ordering from Orders. Broken out packages now allow for selecting specific items from the order.
Packages Modified Package handling when the 'Charge as Package' is selected. Entire package is added to the PO and user can delete selected package items from the package items list.
Grids Modified All grids were updated due to component changes. Users updating need to know current grid settings may be missing for selected fields and will need to be reselected. Also improved speed since the field list was narrowed to the specific fields required for the module.
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Date: 05.22.2012 Version SME: 7.2.8.87 7.2
Module Action Description Revised SME Functionality
SQLink Fixed Setting tax/Non Tax status on QB Payment Items
Orders Labor Editor Now leaving the Customer Rates intact when adding tech
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Date: 05.21.2012 Version SME: 7.2.8.86 7.2
Module Action Description Revised SME Functionality
Packages Modified Package logic so that you can select individual items if the package is not a 'Charge as Package' package type.
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Date: 05.11.2012 Version SME: 7.2.8.85 7.2
Module Action Description Revised SME Functionality
User Groups Added Permission to delete customer equipment
Activities Fixed Timer on activities not popping up
Email Modified Incoming email logic for install orders
SLA Modified Category/Date time due set SOB (start of business = start time from defaults + 'next day'. Set EOB (end of business) = start time + dispatch hours per day. If SLA category has an 'hour' span AND the due date time would be after hours then add the difference to the SOB and set due date time to that.
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Date: 05.11.2012 Version SME: 7.2.8.84 7.2
Module Action Description Revised SME Functionality
Packages Modified Deleting from Proposal, orders, invoices
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Date: 05.11.2012 Version SME: 7.2.8.83 7.2
Module Action Description Revised SME Functionality
Packages Fixed Prices not sticking when converting from Proposals and the package was broken out
Orders Fixed Discount setting causing issues saving items
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Date: 05.08.2012 Version SME: 7.2.8.82 - SQLink 7.2.8.28 7.2
Module Action Description Revised SME Functionality
Orders Fixed Discounts and Tax logic for discounted items
Invoices Fixed Auto Close all orders added to combined invoices
SQLink Modified Handling of discounts and taxes
Utilities Modified Merge of multiple SME databases into one database - no longer includes the Documents
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Date: 05.07.2012 Version SME: 7.2.8.82 - SQLink 7.2.8.28 7.2
Module Action Description Revised SME Functionality
SQLink Modified Payment Importing with matching payment ID's
SQLink Modified Error closing tables
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Date: 05.01.2012 Version SME: 7.2.8.82 7.2
Module Action Description Revised SME Functionality
System Fixed Dot Net error on deadlocked records
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Date: 04.25.2012 Version SME: 7.2.8.81 7.2
Module Action Description Revised SME Functionality
System Modified Table Export
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Date: 04.23.2012 Version SME: 7.2.8.80 7.2
Module Action Description Revised SME Functionality
Dispatch Fixed Due Date not filling in for Dispatch


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Date: 04.20.2012 Version SME:7.2.8.79 7.2
Module Action Description Revised SME Functionality
System Fixed Home page was allowing access to SME modules after logging out
Dispatch Fixed Put Unavailable tech entry back on the Today’s labor tab
Dispatch Fixed Due Date not filling in Dispatch
Price Books Fixed Default commission percentage wasn't calculating correctly
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Date: 04.18.2012 Version SME: 7.2.8.78 - SQLink 7.2.8.26 7.2
Module Action Description Revised SME Functionality
Views Fixed Search Views were saving ini control files to the incorrect user profile folders
SQLink Fixed Hardcoded date format for retrieving QB items conflicted with Canadian date formats
Invoice Modified Date paid setting using the incorrect format


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Date: 04.12.2012 Version SME: 7.2.8.76 7.2
Module Action Description Revised SME Functionality
Preferences Fixed Typo in alerts settings
Purchase Orders Fixed Bill export was getting set when the PO was saved. Not when an item on the PO was received.
Database Modified Changed city field lengths to match QuickBooks where SME fields were shorter than QB.
Orders Modified Option to either clear on clone or not clear on clone when cloning an order. Now clears all optional Details & Settings fields.


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Date: 04.10.2012 Version SME: 7.2.7.75 7.2
Module Action Description Revised SME Functionality
Inventory Fixed Duplicating an inventory item giving error on save
Users Fixed Certification tab was not working
Customers Fixed Associated Companies tab was not working
Customers Fixed Using an ampersand in the name was not displaying correctly in the Full Name field at the top of the screen
Orders Fixed Reordering items on the Order Items grid would not retain the correct sequence
Inventory Modified Added a transaction record for deleting all transaction records
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Date: 04.09.2012 Version SME: 7.2.7.74 - SQLink 7.2.6.22 7.2
Module Action Description Revised SME Functionality
SQLink Modified Cost/Price will now be an optional update from QB to SME.
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Date: 04.06.2012 Version SME: 7.2.7.73 7.2
Module Action Description Revised SME Functionality
System Modified Modified Views to keep system generated views. Modifying a system view by adding a filter or deleting columns, now prompts to save as a new view. You can use the selector to the left to limit which system columns to view.
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Date: 04.05.2012 Version SME: 7.2.6.72 7.2
Module Action Description Revised SME Functionality
System Modified More speed issues corrections.


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Date: 04.04.2012 Version SME: 7.2.6.71 7.2
Module Action Description Revised SME Functionality
System Fixed Grids were not displaying correct information. Adding or deleting columns would add to the grid instead of remove from the grid.
System Modified Speed issues when invoicing or cloning orders


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Date: 03.30.2012 Version SME: 7.2.6.70 7.2
Module Action Description Revised SME Functionality
Batch Print/ Email Fixed Ability to have multiple email addresses in the Contact email
Orders Fixed Rounding when system is set to display more than 2 decimals
Orders Fixed New From B.O.M. was not displaying KIT items
User Groups Fixed Can now move custom tabs in all modules
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Date: 03.29.2012 Version SME: 7.2.6.69 7.2
Module Action Description Revised SME Functionality
Orders Modified Routines used for order processing to improve speed converting orders
User Groups Modified Changed label for allowing a user to add inventory from orders
Inventory Modified Added Snapshot setup logic to System>Company> Inventory
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Date: 03.28.2012 Version SME: 7.2.6.68 7.2
Module Action Description Revised SME Functionality
Inventory Modified Inventory Snapshot - modified from taking a snapshot on every transaction to periodic snapshots based on user settings.
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Date: 03.27.2012 Version SME: 7.2.6.67 7.2
Module Action Description Revised SME Functionality
SQLink Fixed Payments were losing the connection after syncing to SME 7.2
Orders Modified Relocated Discount field on the screen to accommodate lower resolutions
Menus Modified Added links to wiki and other info
Orders Modified Removed links to vendor now a combo box selection
System Fixed Duplicating columns in grids
System Modified Notifications - check when converting orders and proposals
Batch Print Modified Added multi select to batch print - set print to selection
Orders Modified Use inventory rather than vendor cost price
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Date: 03.26.2012 Version SME: 7.2.6.66 7.2
Module Action Description Revised SME Functionality
Invoice Fixed No longer using Billing Status to void an invoice 7.2
Invoice Added Trigger to handle invoice voiding
Invoice Modified Will now prompt to Void on record save


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Date: 03.21.2012 Version SME: 7.2.6.65 7.2
Module Action Description Revised SME Functionality
Batch Email Fixed Batch Email hanging after modification to recurring invoice include batch printing. 7.2
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Date: 03.20.2012 Version SME:7.2.6.64 7.2
Module Action Description Revised SME Functionality
Purchase Orders Fixed PO Notes now show when double clicked 7.2
Recurring Orders Fixed Create from template 7.2
Vendors Modified New option to show Subcontractors on material editor - Setup option> Company> System> 'Include Subcontractors for item vendors' 7.2
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Date: 03.16.2012 Version SME: 7.2.6.63 7.2
Module Action Description Revised SME Functionality
Purchase Orders Modified PO Select from orders was creating separate PO's for all items with the same vendor in some cases 7.2
Dispatch Fixed Query that is run when Regional Date is set 7.2
System Fixed Grid selection when running off of tables not queries 7.2
Orders Modified Subcontractors in items showing without creating two vendors 7.2
Recurring Orders Fixed Create from template not working 7.2
Purchase Orders Modified Use shipping email from System> Inventory - if not available use the Vendor PO Email 7.2
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Date: 03.15.2012 Version SME: 7.2.6.62 7.2
Module Action Description Revised SME Functionality
Dispatch Fixed Refresh issue causing orders to disappear until next refresh 7.2
Payments Fixed Data not copying from payment to pay details/disbursements 7.2
System Modified System response when ini file containing user settings is not available on the network 7.2
System Fixed Some queries were not getting set when doing a rebuild 7.2
Orders Fixed Clearing out equipment item was not followed through to details. 7.2