8.0 Revision History

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Revision History for SME 8

SME 8.0 - New features and functionality

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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
Email 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