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Latest revision | Your text | ||
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− | <font size="medium">'''PROGRAM REVISION HISTORY | + | <font size="medium">'''PROGRAM REVISION HISTORY'''</font> |
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{| width="958" | {| width="958" | ||
Line 11: | Line 9: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 05.24.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.165/SQLink 7.2.17.60 - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 20: | Line 18: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Setup |
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Purchase Order option to not set as Closed when all items are received |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Ability to save reports query to a file |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email |
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Incoming email field length expanded to accommodate emails for multiple recipients |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Preview window now updating on order highlighted in Day Planner |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Setting QB Export flag when receiving 'only' service items |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Group |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | Order | + | | class="xl63" style="width: 278pt" width="371" | Email host field too short for some Exchange addresses |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Option in Setup> Inventory Defaults> Do Not Auto Close PO's on final receipt | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Tech To Do Open now filtering out Closed properly |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Removed Order/Invoice 'Delete' can be added back on a per user group basis | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Revised management of GL entries between SME and QB for Itemized Invoices | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 65: | Line 78: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 05.03.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.164/ - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 74: | Line 87: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Received flag not setting on service items |
− | |||
− | |||
− | |||
− | |||
− | |||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 95: | Line 102: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.26.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.163/ - Selected Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 104: | Line 111: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Batch PO utility. Added to Tools menu |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders |
− | | class="xl63" style="width: 70pt" width="93" | Fixed | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Setup> Inventory option to limit items on an order to items listed for the vendor |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | When Vendor Item option is set limit items to those in the vendor items table | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Actual Quantity calculation not accounting for over received items | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Removed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Removed Quick Add feature unless special code is set | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Expanded the Host field to 255 characters for those using Exchange | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 125: | Line 151: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.22.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.161/ - Selected Released |
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' | ||
Line 134: | Line 160: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Quick Add logic modified to focused list |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 150: | Line 175: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.19.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.160/SQLink 7.2.16.59 - Selected Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 159: | Line 184: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | 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 | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Non Tax item was importing but not filling in the Non Tax field in settings |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
− | |||
{| width="958" | {| width="958" | ||
Line 176: | Line 204: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.18.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.159/ - Selected Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 185: | Line 213: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Recurring Order Repair table to reports selection |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Quick Add tuning on orders |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | |} |
− | | class="xl63" style="width: 70pt" width="93" | | + | |
− | | class=" | + | {| width="958" |
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
+ | | class="xl66" style="width: 70pt" width="93" | | ||
+ | | class="xl66" style="width: 278pt" width="371" | | ||
+ | | class="xl66" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
+ | | class="xl63" style="width: 70pt" width="93" | 04.15.2013 | ||
+ | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.158/ - Selected Released | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' |
− | | class=" | + | | class="xl65" style="width: 70pt" width="93" | '''Action''' |
− | | class=" | + | | class="xl65" style="width: 278pt" width="371" | '''Description''' |
− | | class=" | + | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Quick Add' - Ability to add items to an order without opening the item editor from icon bar across middle of Order Items window |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Fields for taxing items when not using SQLink sync were dropped. |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Quick Add' - limit list to 6 types and 6 order types |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 231: | Line 267: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.13.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.157/ - Selected Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 240: | Line 276: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Added unique indexes to the UID field to further isolate lock time out errors |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Cost field logic to not calculate on entry | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 255: | Line 296: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.12.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.156/ - Selected Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 265: | Line 306: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Turn on snapshot isolation to improve performance |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 285: | Line 325: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.10.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.155/ - Selected Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 294: | Line 334: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Added optional logic to change cost |
− | | class="xl63" style="width: 269pt" width="359" | | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Links to package header when selecting the add as line items |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Turn on snapshot isolation to improve performance |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines |
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error |
− | |||
− | |||
− | |||
− | |||
− | |||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 330: | Line 364: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | 08 | + | | class="xl63" style="width: 70pt" width="93" | 04.08.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.154/ - Selected Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 339: | Line 373: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoice |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Recurring Invoice total tab now includes prepaid labor total |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Drop downs for Work Group and Zone not working |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | |} | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users |
− | + | | class="xl63" style="width: 70pt" width="93" | Modified | |
− | {| width="958" | + | | class="xl63" style="width: 278pt" width="371" | Added Edit Login to settings table |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoices/ Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Added prepaid amounts to Service Item totals on the totals tab | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Proposal to Recurring Order Conversion | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | {| width="958" | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
Line 359: | Line 408: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.05.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.153/ - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 368: | Line 417: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposal |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Converting to recurring order caused a dot net error |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Added PO Item location drop down to the PO item editor |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Package |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Added Line number to packages |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Added location to master records for moving the items to the location if it changes on the PO header record |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Actual Quantity is now a calculated field | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Error if PO receiving routine encountered an item deleted from an order but still remaining on a PO | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 398: | Line 457: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.04.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.152/ - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 407: | Line 466: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Import copy to existing record |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | If ship to changes to a location prompt to update unreceived PO items with new location | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | |} |
− | |||
− | |||
− | | | + | {| width="958" |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | + | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | |
− | + | | class="xl66" style="width: 70pt" width="93" | | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
− | | class="xl66" style="width: 70pt" width="93" | | ||
| class="xl66" style="width: 278pt" width="371" | | | class="xl66" style="width: 278pt" width="371" | | ||
| class="xl66" style="width: 269pt" width="359" | | | class="xl66" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.03.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME:7.2.16.151/ - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 452: | Line 495: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Stored Documents now open to default set in the Setup> Company> System stored documents path |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities |
− | + | | class="xl63" style="width: 70pt" width="93" | Fixed | |
− | + | | class="xl63" style="width: 278pt" width="371" | Importing now only updates fields mapped through the import file | |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | Added Microsoft recommended database optimization |
− | | class=" | + | | class="xl63" style="width: 269pt" width="359" | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | Modified settings to turn on database Auto Create Statistics and Auto Update Statistics to improve query performance |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | Issue with carriage returns in the outgoing email list on the order status |
− | | class=" | + | | class="xl63" style="width: 269pt" width="359" | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Minimum level check stopped functioning due to query optimization |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Docs |
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | Use | + | | class="xl63" style="width: 278pt" width="371" | Use the System setting if the module setting is blank |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | |} | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities |
− | + | | class="xl63" style="width: 70pt" width="93" | Fixed | |
+ | | class="xl63" style="width: 278pt" width="371" | Error when editing Price Books and adding a service item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Preferences Icon | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Spelling error in the Start-up task | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Allow clearing the Back Order Quantity from a PO Item | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
{| width="958" | {| width="958" | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 496: | Line 555: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 04.02.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.149/ - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 505: | Line 564: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Adding service item to a price book caused it to error out |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | |} |
− | + | ||
− | + | {| width="958" | |
− | | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . |
− | | class=" | + | | class="xl66" style="width: 70pt" width="93" | |
− | | class=" | + | | class="xl66" style="width: 278pt" width="371" | |
− | | class=" | + | | class="xl66" style="width: 269pt" width="359" | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 03.26.2013 |
− | | class=" | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.146/ - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module''' |
− | | class=" | + | | class="xl65" style="width: 70pt" width="93" | '''Action''' |
− | | class=" | + | | class="xl65" style="width: 278pt" width="371" | '''Description''' |
− | | class=" | + | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Hierarchy not properly working |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 545: | Line 603: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 03.25.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.145/SQLink 7.2.16.58 - Not Released |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 554: | Line 612: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | SME Settings Table |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Move Tech Portal settings to user level |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
− | + | | class="xl63" style="width: 70pt" width="93" | Added | |
− | + | | class="xl63" style="width: 278pt" width="371" | Receive by location logic | |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | layout for settings table |
− | | class=" | + | | class="xl63" style="width: 269pt" width="359" | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Items |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | 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 |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Items |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | If cost override is set use the order cost instead of the inventory item cost |
− | | class=" | + | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Vendor |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Ship Charged to functionality to table |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Purchase Order Status records in lists mirroring the Order status functionality |
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice | ||
+ | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
+ | | class="xl63" style="width: 278pt" width="371" | Invoice attempting to export due to COGs when Use 'GL' was not set in SQLink | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice |
− | + | | class="xl63" style="width: 70pt" width="93" | Fixed | |
− | + | | class="xl63" style="width: 278pt" width="371" | Issue after query optimization when rolling back an invoice | |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email |
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic for Purchase Order status emails | ||
+ | | class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic for Location Purchase Order generation | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | Logic for a Snapshot range by date | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | |} | ||
+ | |||
+ | |||
+ | {| width="958" | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | . | ||
| class="xl66" style="width: 70pt" width="93" | | | class="xl66" style="width: 70pt" width="93" | | ||
| class="xl66" style="width: 278pt" width="371" | | | class="xl66" style="width: 278pt" width="371" | | ||
Line 603: | Line 688: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 03.13.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.144 - Selected Release |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 612: | Line 697: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
| class="xl63" style="width: 70pt" width="93" | Added | | class="xl63" style="width: 70pt" width="93" | Added | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Recurring hours entry screens |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoice |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Create order service records for recurring hours charges (prepaid hours) |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Recurring Hours expired flag |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice/Orders |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | If billable company changes, remove and reapply prepaid with new company information |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | If the labor changes on dispatch modify related records |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer History |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | History grids to reflect the changes for recurring hours |
− | |||
− | |||
− | |||
− | |||
− | |||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Prepaid applied is now auto based on service items only |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Prepaid hours are ONLY applied to combined orders and Non-combined /non credit invoices |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
− | + | | class="xl63" style="width: 70pt" width="93" | Added | |
− | + | | class="xl63" style="width: 278pt" width="371" | Prepaid cannot be deleted if it's been used | |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | Prepaid hours are added based first on the customer and then on the parent/billing customer |
− | |||
− | |||
− | |||
− | |||
− | |||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | changing the service item 'after' initial selection does 'NOT' change the prepaid hours |
− | |||
− | |||
− | |||
− | |||
− | |||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Conversion logic for existing prepaid hours to load them into the new structure for new Prepaid/Recurring hours |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Order |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | Error | + | | class="xl63" style="width: 278pt" width="371" | Error on selecting service code |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Selectors on Work Group & Zone not working |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 707: | Line 778: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 03.08.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.143/SQLink 7.2.15.57 - Selected Release |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 716: | Line 787: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Do not send empty GL entries if cost is missing from invoiced item |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | + | | class="xl63" style="width: 70pt" width="93" | Fixed | |
− | + | | class="xl63" style="width: 278pt" width="371" | Data rebuild when there is a space in the database name | |
− | + | | class="xl63" style="width: 269pt" width="359" | | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Task |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Modified |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | Input screen for labor hours |
− | | class=" | + | | class="xl63" style="width: 269pt" width="359" | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | Inventory import clearing retail1 when retail1 was not part of the import |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | |
− | + | | class="xl63" style="width: 70pt" width="93" | Modified | |
− | + | | class="xl63" style="width: 278pt" width="371" | 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 | |
− | |||
− | |||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | ||
− | | class="xl63" style="width: 70pt" width="93" | | ||
− | | class="xl63" style="width: 278pt" width="371" | | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 757: | Line 822: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | 03.07.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.142/SQLink 7.2.15.56 - Selected Release |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 767: | Line 832: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | ||
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Tech Code to clear GL entries to allow for cleanup of previous GL transactions |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines |
− | + | | class="xl63" style="width: 70pt" width="93" | Added | |
− | + | | class="xl63" style="width: 278pt" width="371" | One GL entry per item record. If costs change only that record will be exported. Not entire Invoice. | |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | Parameter when adding multiple packages after GL updates |
− | | class=" | + | | class="xl63" style="width: 269pt" width="359" | |
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class=" | + | | class="xl63" style="width: 278pt" width="371" | If costs change flag Package for export |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
− | |||
− | |||
− | |||
− | |||
− | |||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order | ||
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Item costs when adding packages to PO |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Fixed |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Crashing when status changed on an order |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order |
| class="xl63" style="width: 70pt" width="93" | Fixed | | class="xl63" style="width: 70pt" width="93" | Fixed | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Actual Qty now calculated from the correct values |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 815: | Line 876: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | 06 | + | | class="xl63" style="width: 70pt" width="93" | 03.06.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.141/SQLink 7.2.15.55 - Selected Release |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 824: | Line 885: | ||
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | | class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality''' | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Flags to export GL entries correctly |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
+ | | class="xl63" style="width: 70pt" width="93" | Added | ||
+ | | class="xl63" style="width: 278pt" width="371" | When Cost changes on customer equipment or ordered equipment set GL flag to re-export the GL entries based on the fiscal year | ||
+ | | class="xl63" style="width: 269pt" width="359" | | ||
+ | |- style="height: 15pt" | ||
+ | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink | ||
+ | | class="xl63" style="width: 70pt" width="93" | Modified | ||
+ | | class="xl63" style="width: 278pt" width="371" | Updates for GL entries | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Added field for Tech Portal hours |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups |
− | | class="xl63" style="width: 70pt" width="93" | | + | | class="xl63" style="width: 70pt" width="93" | Added |
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | Tech Portal Hours fields |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
− | |||
{| width="958" | {| width="958" | ||
Line 850: | Line 920: | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | | class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | Date:<font class="font0"><span> </span></font> | ||
− | | class="xl63" style="width: 70pt" width="93" | 05 | + | | class="xl63" style="width: 70pt" width="93" | 03.05.2013 |
− | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2. | + | | class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.14.140 - Selected Release |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
Line 861: | Line 931: | ||
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | GL transactions to mirror QB GL transactions by date |
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines |
− | + | | class="xl63" style="width: 70pt" width="93" | Added | |
− | + | | class="xl63" style="width: 278pt" width="371" | If Cost changes on an item set the 'cogs' update flag and re-export the item | |
+ | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | | class=" | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines |
− | | class=" | + | | class="xl63" style="width: 70pt" width="93" | Inventory |
− | + | | class="xl63" style="width: 278pt" width="371" | Modified the inventory snapshot for active & inactive items | |
− | |||
− | |||
− | |||
− | | class="xl63 | ||
− | |||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines | |
− | + | | class="xl63" style="width: 70pt" width="93" | Modified | |
− | + | | class="xl63" style="width: 278pt" width="371" | Moved the GL flags to supporting tables to better match GL entries made in QB | |
− | |||
− | |||
− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | ||
− | | class="xl63" style="width: 70pt" width="93" | | ||
− | | class="xl63" style="width: 278pt" width="371" | | ||
− | |||
− | |||
− | |||
− | |||
− | |||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
|- style="height: 15pt" | |- style="height: 15pt" | ||
− | + | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System | |
− | |||
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− | | class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | | ||
| class="xl63" style="width: 70pt" width="93" | Modified | | class="xl63" style="width: 70pt" width="93" | Modified | ||
− | | class="xl63" style="width: 278pt" width="371" | | + | | class="xl63" style="width: 278pt" width="371" | QBCogs flag. If set, cogs is based on date of invoice, vs invoiced date of item |
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| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
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|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} | ||
Line 2,242: | Line 1,343: | ||
| class="xl63" style="width: 278pt" width="371" | Removing items from invoices will now reset the QB Export flag | | class="xl63" style="width: 278pt" width="371" | Removing items from invoices will now reset the QB Export flag | ||
| class="xl63" style="width: 269pt" width="359" | | | class="xl63" style="width: 269pt" width="359" | | ||
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|- style="height: 15pt" | |- style="height: 15pt" | ||
|} | |} |