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Line 1: Line 1:
<font size="medium">'''PROGRAM REVISION HISTORY for SME 7'''</font>
+
<font size="medium">'''PROGRAM REVISION HISTORY'''</font>
 
 
Click Here for [[8.0 Revision History]]
 
  
 
{| 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" |  12.14.2013
+
| class="xl63" style="width: 70pt" width="93" |  05.28.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.193
+
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.167
 
| 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" | System
+
| 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" | Customer Propagate requires you to be logged in as the only user in SME when propagating customer changes.
+
| class="xl63" style="width: 278pt" width="371" | signature field to accommodate Tech Portal field
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Custom Tabs
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Rebuild of custom tables when user has not defined any custom fields
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposals
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Tab Order
 
| 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" | Jump to order menu now working with service items on the order
 
| 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" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Non Admin users can now modify their grids
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| 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: 278pt" width="371" | Order Item Display not refreshing
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Rolodex
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Search not displaying
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
Line 65: Line 33:
 
|- 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" |  12.11.2013
+
| class="xl63" style="width: 70pt" width="93" |  05.27.2013
| class="xl64" style="width: 278pt" width="371" | Version SME:  7.2.18.192
+
| class="xl64" style="width: 278pt" width="371" | Version SME:  7.2.16.166/ - 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 42:
 
| 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" | Auto Email
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Return
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Now not checking for changes unless the Order Status has been changed
+
| class="xl63" style="width: 278pt" width="371" | Added right click menu option to allow an item that was removed from inventory and sent to a vendor to be re-added to Inventory if the Vendor sends it back.
 
| 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" | Custom Tabs
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Prepaid
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Do not allow changes while other users are in SME. Causes issues with existing data and record locks
+
| class="xl63" style="width: 278pt" width="371" | Recurring Invoice not fills form correctly
 
| 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 62:
 
|- 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" |  11.17.2013
+
| class="xl63" style="width: 70pt" width="93" |  05.24.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.191
+
| 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 104: Line 71:
 
| 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" | Projects
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Setup
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Saving a new Project
+
| 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" |
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports
 +
| class="xl63" style="width: 70pt" width="93" | Added
 +
| class="xl63" style="width: 278pt" width="371" | Ability to save reports query to a file
 +
| class="xl63" style="width: 269pt" width="359" |
 +
|- style="height: 15pt"
 +
| 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: 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" | Orders
+
| 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" | Selected Item Print now working for forms with correct item detail
+
| 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" | Purchase Order
 
+
| class="xl63" style="width: 70pt" width="93" | Fixed
 
+
| class="xl63" style="width: 278pt" width="371" | Setting QB Export flag when receiving 'only' service items
{| width="958"
+
| 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" | User Group
| 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" |  11.07.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME:  7.2.18.189
 
| class="xl63" style="width: 269pt" width="359" | NOT RELEASED
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | Export of Billable customers now working
+
| class="xl63" style="width: 278pt" width="371" | Email host field too short for some Exchange addresses
 
| 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" | Option in Setup> Inventory Defaults> Do Not Auto Close PO's on final receipt
 +
| class="xl63" style="width: 269pt" width="359" |
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch
 +
| class="xl63" style="width: 70pt" width="93" | Fixed
 +
| 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" |
 +
|- style="height: 15pt"
 +
|}
  
 
{| width="958"
 
{| width="958"
Line 150: Line 131:
 
|- 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" |  10.08.2013
+
| class="xl63" style="width: 70pt" width="93" |  05.03.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.188
+
| 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 159: Line 140:
 
| 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" | Inventory
+
| 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" | Adding Vendor Item was causing a dot net error
+
| 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 176: Line 155:
 
|- 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" |  09.27.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.26.2013
| class="xl64" style="width: 278pt" width="371" | Version SME:7.2.18.187
+
| 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 185: Line 164:
 
| 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" | Proposals
+
| 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" | Converting fixed proposals ( no longer prompt for selecting item if no items to select)
+
| 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" | Converting fixed orders( no longer prompt for selecting item if no items to select)
+
| 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" |  
 
| 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="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" | Importing data to custom tables
+
| 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" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposals
+
| 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" | Fixed
| class="xl63" style="width: 278pt" width="371" | Query on Proposal to show for fixed types
+
| class="xl63" style="width: 278pt" width="371" | Actual Quantity calculation not accounting for over received 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" | Proposals
+
| 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" | Removed
| class="xl63" style="width: 278pt" width="371" | Proposal History is now displaying correctly
+
| class="xl63" style="width: 278pt" width="371" | Removed Quick Add feature unless special code is set
 
| 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" | Users
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Calculation for fixed rate subtotals
+
| 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" |
 
|- 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" | Calculation of invoiced/converted states when on fixed rate record
 
 
| 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 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" |  09.18.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.22.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.186
+
| 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"
Line 240: 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" | Not Released
+
| 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" | Not Released
+
| 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"
Line 255: Line 228:
 
|- 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" |  09.17.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.19.2013
| class="xl64" style="width: 278pt" width="371" | Version SME:7.2.18.185
+
| 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 265: Line 238:
 
|- 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" | Database
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Moved errors to eLog table in the database
+
| 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" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoices
+
| 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" | Error when generating recurring invoices
+
| 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 285: Line 257:
 
|- 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" |  09.14.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.18.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.184
+
| 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 294: Line 266:
 
| 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" | Payments
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Credit Memo note was not available from the Notes button - now is a choice by doing CTRL = O
+
| 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" | Purchase Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Class placed on items in orders was not transferring to purchase orders
+
| 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="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
+
|}
| class="xl63" style="width: 70pt" width="93" | Fixed
+
 
| class="xl63" style="width: 278pt" width="371" | Multiple items with different classes were not transferring the class for all items
+
{| width="958"
| 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" | Moved Auto Close logic to assemblies for speed and consistency
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | RMA
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Credit Invoice was not getting created on Receipt of RMA item
 
| 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 330: Line 286:
 
|- 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" |  08.30.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.15.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.182
+
| 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"
Line 339: Line 295:
 
| 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" | PriceBooks
+
| 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" | Added
| class="xl63" style="width: 278pt" width="371" | Pricebook clearing the package price
+
| 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" | Licensing date issue with Canadian companies
+
| 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" |
 +
|- 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" | 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"
Line 359: Line 320:
 
|- 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" |  08.29.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.13.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.181
+
| 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 368: Line 329:
 
| 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" | Orders
+
| 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" | Modified
| class="xl63" style="width: 278pt" width="371" | Setting Force JIT clearing item details
+
| 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" |  
 
| 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" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Locked Tech Codes to Admin and enter password to run
+
| class="xl63" style="width: 278pt" width="371" | Cost field logic to not calculate on entry
| 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" | When changing the Vendor, from that stored in inventory, on an item while in orders, would create a blank PO for the vendor from inventory
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Maintenance Contracts
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Manually create/update recurring invoices from maintenance (contracts)
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
Line 398: Line 349:
 
|- 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" |  08.16.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.12.2013
| class="xl64" style="width: 278pt" width="371" | Version SME:7.2.18.180
+
| 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 407: Line 358:
 
| 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" | Recurring Invoices
+
| 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" | Modified
| class="xl63" style="width: 278pt" width="371" | Tech Code: Generate Recurring invoices for imported maintenance contracts: 81913
+
| class="xl63" style="width: 278pt" width="371" | Turn on snapshot isolation to improve performance
 +
| 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" | Modified
 +
| 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"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | PO
+
|}
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Items entered on PO's from orders, and later modified, would not allow the item to be received. The Received Date would be set, but the Received Flag would not. Work-around was to delete the item and re-add to the PO, then receive
 
  
| class="xl63" style="width: 269pt" width="359" |
+
{| width="958"
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
+
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Issues with JIT and items on orders - now can modify without item details duplicating or disappearing
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities Custom Tab
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Added Module Name to Search
 
| 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" | User must have password to run a tech code
 
| 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 443: Line 378:
 
|- 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" |  07.25.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.10.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.179
+
| 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 452: Line 387:
 
| 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" | Custom Tables
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
| class="xl63" style="width: 70pt" width="93" | Added
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Custom tables for Recurring invoices
+
| class="xl63" style="width: 278pt" width="371" | Added optional logic to change cost
 +
| class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 +
| class="xl63" style="width: 70pt" width="93" | Fixed
 +
| 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" | System
 
+
| class="xl63" style="width: 70pt" width="93" | Modified
{| width="958"
+
| class="xl63" style="width: 278pt" width="371" | Turn on snapshot isolation to improve performance
|- 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" |  07.17.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.18.178
 
 
| 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="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Ability to edit Closed/Invoiced/Partially Invoiced orders based on order status and user group settings.
+
| 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" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Use item counts for export if invoice total is zero
 
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
Line 496: Line 417:
 
|- 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" |  07.16.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.08.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.177 - 7.2.18.61
+
| 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 505: Line 426:
 
| 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" | Help System Info
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoice
| class="xl63" style="width: 70pt" width="93" | Added
+
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Now displays the SQL instance name and port used
+
| 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" | Users
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Exposed the Employee Export flag so companies syncing can uncheck it if they do not sync employees to QB
+
| 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" | SQLink
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Employee email from QB now mapped to the Personal Email field in SME
+
| class="xl63" style="width: 278pt" width="371" | Added Edit Login to 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" | SQLink
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoices/ Orders
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Label for Use ticket number for QB P.O Number' to 'Use invoice/proposal number for QB P.O. Number' on invoice
+
| 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" | SQLink
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Default material item list no longer automatically set to non-inventory items if SQLink is not set to use GL transactions for inventory
 
 
| 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" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Only prefix PO number field with 'SME - ' if field contents less than 20 characters
+
| class="xl63" style="width: 278pt" width="371" | Proposal to Recurring Order Conversion
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
Line 545: Line 461:
 
|- 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" |  07.15.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.05.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.176
+
| 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 554: Line 470:
 
| 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" | System
+
| 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" | Notes shortcut mapping
+
| 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" | System
+
| 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" | Email password now encrypted
+
| 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" | Package
 
+
| class="xl63" style="width: 70pt" width="93" | Modified
{| width="958"
+
| class="xl63" style="width: 278pt" width="371" | Added Line number to packages
 +
| 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" | Purchase Order
| class="xl66" style="width: 70pt" width="93" |
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl66" 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="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" |  07.12.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME:  7.2.17.175
 
 
| 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="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Added a prefix letter in front of the system generated reference number P=Proposal, S-Service, I-Install
+
| class="xl63" style="width: 278pt" width="371" | Actual Quantity is now a calculated field
 
| 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" | Recurring Orders & Invoices
+
| 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" | Fixed
| class="xl63" style="width: 278pt" width="371" | Added the ability to change customer and to refresh from customer or billing to the actions menu
+
| 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 603: Line 510:
 
|- 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" |  07.12.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.04.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.174
+
| 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 612: Line 519:
 
| 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" | Help System Info
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities
| class="xl63" style="width: 70pt" width="93" | Added
+
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Now displays the SQL instance name and port used
+
| class="xl63" style="width: 278pt" width="371" | Import copy to existing record
 
| 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 Order
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Voided orders now show 'VOIDED' in the middle of the screen
+
| 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"
| 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" | Adding your own PO number causing error
+
{| width="958"
| 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 Orders
+
| class="xl66" style="height: 15pt; width: 101pt" width="135" height="20" | .
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl66" style="width: 70pt" width="93" |
| class="xl63" style="width: 278pt" width="371" | Added Customer back to the PO Items tab
+
| class="xl66" style="width: 278pt" width="371" |
| class="xl63" style="width: 269pt" width="359" |  
+
| class="xl66" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
+
| 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" | Fixed
+
| class="xl63" style="width: 70pt" width="93" |   04.03.2013
| class="xl63" style="width: 278pt" width="371" | PO Service item export was duplicating in QB
+
| 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"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Orders
+
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl65" style="width: 70pt" width="93" | '''Action'''
| class="xl63" style="width: 278pt" width="371" | Recurring Orders now generate with zero quantity
+
| class="xl65" style="width: 278pt" width="371" | '''Description'''
| class="xl63" style="width: 269pt" width="359" |  
+
| 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" | SQLink
+
| 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" | Other Charge items now correctly exporting from QB to SME
+
| 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" | Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Color now updating when item is added
+
| class="xl63" style="width: 278pt" width="371" | Importing now only updates fields mapped through the import 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" | Customer Prepaid Hours Grid
+
| 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" | Modified
| class="xl63" style="width: 278pt" width="371" | Now stays on correct record when clicking Edit
+
| class="xl63" style="width: 278pt" width="371" | Added Microsoft recommended database 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" | System
 
+
| class="xl63" style="width: 70pt" width="93" | Modified
{| width="958"
+
| 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" |
 
|- 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="xl66" style="width: 70pt" width="93" |
+
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl66" style="width: 278pt" width="371" |
+
| class="xl63" style="width: 278pt" width="371" | Issue with carriage returns in the outgoing email list on the order status
| 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" |  07.08.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.173
 
 
| 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="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Purchase Order
| class="xl65" style="width: 70pt" width="93" | '''Action'''
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl65" style="width: 278pt" width="371" | '''Description'''
+
| class="xl63" style="width: 278pt" width="371" | Minimum level check stopped functioning due to query optimization
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
+
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
+
| 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" | PO calculation in Inventory for items entered on PO from Orders not updating in inventory
+
| 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" | Package
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Dot Net error when changing cost on a package
+
| class="xl63" style="width: 278pt" width="371" | Error when editing Price Books and adding a service 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" | Customer
+
| 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: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Error when updating Fullname on non billable companies
+
| class="xl63" style="width: 278pt" width="371" | Spelling error in the Start-up task
 
| 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" | Packages
+
| 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" | Modified
| class="xl63" style="width: 278pt" width="371" | Non broken out package header not filling in for Actions> Create PO for Selected items
+
| class="xl63" style="width: 278pt" width="371" | Allow clearing the Back Order Quantity from a PO Item
 
| 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 707: Line 608:
 
|- 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" |  07.03.2013
+
| class="xl63" style="width: 70pt" width="93" |  04.02.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.172
+
| 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 716: Line 617:
 
| 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" | Customer Documents
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Out of memory error when converting customer documents to use the File Stream method for storage of customer documents
+
| 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"
 
{| width="958"
Line 732: Line 632:
 
|- 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" |  06.29.2013
+
| class="xl63" style="width: 70pt" width="93" |  03.26.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.171
+
| 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"
Line 743: Line 643:
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Items entered on orders and flagged as JIT were duplicating in customer equipment
+
| 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"
 
|}
 
|}
 
  
 
{| width="958"
 
{| width="958"
Line 757: Line 656:
 
|- 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" |  06.10.2013
+
| class="xl63" style="width: 70pt" width="93" |  03.25.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.170
+
| 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 766: Line 665:
 
| 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" | System
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Dispatch staying on top of SME after selecting an order to jump to while in Dispatch
+
| 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" | User Groups
 
+
| class="xl63" style="width: 70pt" width="93" | Added
{| width="958"
+
| class="xl63" style="width: 278pt" width="371" | Move Tech Portal settings to user level
 +
| 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" | Purchase Order
| class="xl66" style="width: 70pt" width="93" |
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl66" style="width: 278pt" width="371" |
+
| class="xl63" style="width: 278pt" width="371" | Receive by location logic
| 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" |  06.07.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.169
 
 
| 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="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User
| class="xl65" style="width: 70pt" width="93" | '''Action'''
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl65" style="width: 278pt" width="371" | '''Description'''
+
| class="xl63" style="width: 278pt" width="371" | layout for settings table
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
+
| 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" | Order Items
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Right click menu on Po Item Details tab now jumps correctly..
+
| 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="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Activities
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Items
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Reminder is now set by default
+
| class="xl63" style="width: 278pt" width="371" | If cost override is set use the order cost instead of the inventory item cost
 +
| class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Vendor
 +
| class="xl63" style="width: 70pt" width="93" | Added
 +
| 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" | Packages
+
| 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" | 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: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Selecting just the package header would cause dot net error when creating a PO for the package Items
+
| 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" |
 +
|- 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"
 +
| 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" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
|}
 
|}
 +
  
 
{| width="958"
 
{| width="958"
Line 815: Line 741:
 
|- 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" |  06.05.2013
+
| class="xl63" style="width: 70pt" width="93" |  03.13.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.168
+
| 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 824: Line 750:
 
| 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" | Vendor Item
+
| 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" | Added
| class="xl63" style="width: 278pt" width="371" | Add another keeps default info
+
| 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" | Inventory Transfer
+
| 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" | Added
| class="xl63" style="width: 278pt" width="371" | Can now moved reserved to a new warehouse
+
| 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" | Vendor Item
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer
| class="xl63" style="width: 70pt" width="93" | Fixed
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Changing Vendor name now updates all related info
+
| 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" | Invoice/Orders
 
+
| class="xl63" style="width: 70pt" width="93" | Added
 
+
| class="xl63" style="width: 278pt" width="371" | If billable company changes, remove and reapply prepaid with new company information
{| width="958"
+
| 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" | Dispatch
| class="xl66" style="width: 70pt" width="93" |
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl66" style="width: 278pt" width="371" |
+
| class="xl63" style="width: 278pt" width="371" | If the labor changes on dispatch modify related records
| class="xl66" 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" | Date:<font class="font0"><span> </span></font>
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer History
| class="xl63" style="width: 70pt" width="93" |   05.28.2013
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.167
+
| 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="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | signature field to accommodate Tech Portal field
+
| 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" | System
 
+
| class="xl63" style="width: 70pt" width="93" | Added
{| width="958"
+
| 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" |
 
|- 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" | Orders
| class="xl66" style="width: 70pt" width="93" |
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl66" style="width: 278pt" width="371" |
+
| class="xl63" style="width: 278pt" width="371" | Prepaid cannot be deleted if it's been used
| class="xl66" 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" | Date:<font class="font0"><span> </span></font>
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
| class="xl63" style="width: 70pt" width="93" |   05.27.2013
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl64" style="width: 278pt" width="371" | Version SME:  7.2.17.166/ - Not Released
+
| 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="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
| class="xl65" style="width: 70pt" width="93" | '''Action'''
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl65" style="width: 278pt" width="371" | '''Description'''
+
| class="xl63" style="width: 278pt" width="371" | changing the service item 'after' initial selection does 'NOT' change the prepaid hours
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
+
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Return
+
| 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" | Added right click menu option to allow an item that was removed from inventory and sent to a vendor to be re-added to Inventory if the Vendor sends it back.
+
| 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" | http://high5software.com/mediawiki/index.php?title=Returns#Bring_material_back_into_inventory_from_Vendor
+
| class="xl63" style="width: 269pt" width="359" |  
 +
|- style="height: 15pt"
 +
| 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: 278pt" width="371" | Error on selecting service code
 +
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Prepaid
+
| 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" | Recurring Invoice not fills form correctly
+
| 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"
 
|}
 
|}
 +
  
 
{| width="958"
 
{| width="958"
Line 903: Line 831:
 
|- 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" |  05.24.2013
+
| class="xl63" style="width: 70pt" width="93" |  03.08.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.165/SQLink 7.2.17.60  - Not Released
+
| 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 912: Line 840:
 
| 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" | Setup
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | SQLink
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Purchase Order option to not set as Closed when all items are received
+
| 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" | Setup > Company > Inventory > Don't Autoclose POs
+
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports
+
| 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" | Fixed
| class="xl63" style="width: 278pt" width="371" | Ability to save reports query to a file
+
| 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" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Task
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Incoming email field length expanded to accommodate emails for multiple recipients
+
| class="xl63" style="width: 278pt" width="371" | Input screen for labor 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" | Dispatch
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Utilities
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Preview window now updating on order highlighted in Day Planner
+
| 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="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" | Modified
| class="xl63" style="width: 278pt" width="371" | Setting QB Export flag when receiving 'only' service items
+
| 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="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" | User Group
+
|}
| class="xl63" style="width: 70pt" width="93" | Fixed
+
 
| class="xl63" style="width: 278pt" width="371" | Email host field too short for some Exchange addresses
+
{| 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" |  03.07.2013
 +
| 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" |
 +
|- style="height: 15pt"
 +
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 +
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 +
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 +
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 +
| class="xl63" style="width: 70pt" width="93" | Added
 +
| 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" | Purchase Order
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| 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: 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" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 70pt" width="93" | Fixed
| class="xl63" style="width: 278pt" width="371" | Tech To Do Open now filtering out Closed properly
+
| class="xl63" style="width: 278pt" width="371" | Parameter when adding multiple packages after GL updates
 
| 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" | Packages
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Added
| 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: 278pt" width="371" | If costs change flag Package for export
 +
| 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" | Item costs when adding packages to PO
 +
| class="xl63" style="width: 269pt" width="359" |
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 +
| class="xl63" style="width: 70pt" width="93" | Fixed
 +
| 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" | SQLink
+
| 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" | Fixed
| class="xl63" style="width: 278pt" width="371" | Revised management of GL entries between SME and QB for Itemized Invoices
+
| 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 972: Line 929:
 
|- 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" |  05.03.2013
+
| class="xl63" style="width: 70pt" width="93" |  03.06.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.164/ - Not Released
+
| 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 981: Line 938:
 
| 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" | Purchase Order
+
| 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" | Added
| class="xl63" style="width: 278pt" width="371" | Received flag not setting on service items
+
| 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" |
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users
 +
| class="xl63" style="width: 70pt" width="93" | Added
 +
| class="xl63" style="width: 278pt" width="371" | Added field for Tech Portal hours
 +
| class="xl63" style="width: 269pt" width="359" |
 +
|- style="height: 15pt"
 +
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
 +
| class="xl63" style="width: 70pt" width="93" | Added
 +
| 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"
Line 996: Line 973:
 
|- 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" |  04.26.2013
+
| class="xl63" style="width: 70pt" width="93" |  03.05.2013
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.163/ - Selected Released
+
| 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 1,005: Line 982:
 
| 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" | Purchase Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
| class="xl63" style="width: 70pt" width="93" | Added
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Batch PO utility. Added to Tools menu
+
| 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" | Purchase Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 70pt" width="93" | Added
| 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: 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" |  
 
| 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 Orders
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
| class="xl63" style="width: 70pt" width="93" | Added
+
| class="xl63" style="width: 70pt" width="93" | Inventory
| 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: 278pt" width="371" | Modified the inventory snapshot for active & inactive items
| class="xl63" style="width: 269pt" width="359" | Setup > Company > Inventory > Limit Item Vendors
 
|- 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" |  
 
| 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" | Routines
| class="xl63" style="width: 70pt" width="93" | Removed
+
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Removed Quick Add feature unless special code is set
+
| 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="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="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| 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: 278pt" width="371" | QBCogs flag.  If set, cogs is based on date of invoice, vs invoiced date of item
| 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" | Order Items tab, button names changed from "Add New Material" to "Material" etc. Removing the words "Add New" for the Service, Material, Labor, BOM, Package, Text buttons.
 
| 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: 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" |  04.22.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.161/ - Selected Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | Quick Add logic modified to focused list
 
| 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: 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" |  04.19.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.17.160/SQLink 7.2.16.59 - Selected Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | 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: 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" |
 
|- 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: 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" |  04.18.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.159/ - Selected Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Reports
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Recurring Order Repair table to reports selection
 
| 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" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Quick Add tuning on orders
 
| 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: 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" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | 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" |
 
|- 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" | Fields for taxing items when not using SQLink sync were dropped.
 
| 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" | Quick Add' - limit list to 6 types and 6 order types
 
| 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: 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" |  04.13.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.157/ - Selected Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | 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" |
 
|- 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: 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" |  04.12.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.156/ - Selected Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | Turn on snapshot isolation to improve performance
 
| 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" | Modified
 
| 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" |
 
|- 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: 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" |  04.10.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.155/ - Selected Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | Added optional logic to change cost
 
| class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Orders
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| 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" |
 
|- 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" | Turn on snapshot isolation to improve performance
 
| 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" | Modified
 
| 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" |
 
|- 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: 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" |  04.08.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.154/ - Selected Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| 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: 278pt" width="371" | Recurring Invoice total tab now includes prepaid labor total
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Drop downs for Work Group and Zone not working
 
| 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" | 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"
 
| 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" |  04.05.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.153/ - Not Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Proposal
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Converting to recurring order caused a dot net error
 
| 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" | Added PO Item location drop down to the PO item editor
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Package
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Added Line number to packages
 
| 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" | 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" |
 
|- 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: 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" |  04.04.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.152/ - Not Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | 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" | http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Changing_the_Ship_To_location_on_a_PO
 
|- 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: 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" |  04.03.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME:7.2.16.151/ - Not Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | Stored Documents now open to default set in the Setup> Company> System stored documents path
 
| class="xl63" style="width: 269pt" width="359" |
 
|- 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"
 
| 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" | Added Microsoft recommended database optimization
 
| 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" | Modified settings to turn on database Auto Create Statistics and Auto Update Statistics to improve query performance
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Issue with carriage returns in the outgoing email list on the order status
 
| 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" | Minimum level check stopped functioning due to query optimization
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| 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: 278pt" width="371" | Use the System setting if the module setting is blank
 
| class="xl63" style="width: 269pt" width="359" |
 
|- 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"
 
|- 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" |  04.02.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.149/ - Not Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | Adding service item to a price book caused it to error out
 
| 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: 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" |  03.26.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.16.146/ - Not Released
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer Equipment
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Hierarchy not properly working
 
| 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: 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" |  03.25.2013
 
| 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" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | SME Settings Table
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Move Tech Portal settings to user level
 
| 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" | Receive by location logic
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | layout for settings table
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Items
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| 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" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Items
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | If cost override is set use the order cost instead of the inventory item cost
 
| class="xl63" style="width: 269pt" width="359" | http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Vendor
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Ship Charged to functionality to table
 
| 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" | 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" |
 
|- 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"
 
| 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: 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" |  03.13.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.15.144 - Selected Release
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Recurring hours entry screens
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Recurring Invoice
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Create order service records for recurring hours charges (prepaid hours)
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Recurring Hours expired flag
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Invoice/Orders
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| 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" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Dispatch
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | If the labor changes on dispatch modify related records
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Customer History
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | History grids to reflect the changes for recurring hours
 
| 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" | Prepaid applied is now auto based on service items only
 
| 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" | Added
 
| 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" |
 
|- 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"
 
| 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 hours are added based first on the customer and then on the parent/billing customer
 
| 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" | changing the service item 'after' initial selection does 'NOT' change the prepaid hours
 
| 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" | Added
 
| 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" |
 
|- style="height: 15pt"
 
| 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: 278pt" width="371" | Error on selecting service code
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Projects
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Selectors on Work Group & Zone not working
 
| 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: 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" |  03.08.2013
 
| 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" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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: 278pt" width="371" | Do not send empty GL entries if cost is missing from invoiced item
 
| 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" | 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"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Task
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 278pt" width="371" | Input screen for labor hours
 
| class="xl63" style="width: 269pt" width="359" |
 
|- 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" | Inventory import clearing retail1 when retail1 was not part of the import
 
| 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" | 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="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: 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" |  03.07.2013
 
| 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" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| 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" |
 
|- 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"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Parameter when adding multiple packages after GL updates
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Packages
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | If costs change flag Package for export
 
| 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" | Item costs when adding packages to PO
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Auto Email
 
| class="xl63" style="width: 70pt" width="93" | Fixed
 
| class="xl63" style="width: 278pt" width="371" | Crashing when status changed on an order
 
| 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" | Actual Qty now calculated from the correct values
 
| 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: 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" |  03.06.2013
 
| 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" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | System
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| 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" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Users
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Added field for Tech Portal hours
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | User Groups
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Tech Portal Hours fields
 
| 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: 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" |  03.05.2013
 
| class="xl64" style="width: 278pt" width="371" | Version SME: 7.2.14.140  - Selected Release
 
| class="xl63" style="width: 269pt" width="359" |
 
|- style="height: 15pt"
 
| class="xl65" style="height: 15pt; width: 101pt" width="135" height="20" | '''Module'''
 
| class="xl65" style="width: 70pt" width="93" | '''Action'''
 
| class="xl65" style="width: 278pt" width="371" | '''Description'''
 
| class="xl65" style="width: 269pt" width="359" | '''Revised SME Functionality'''
 
|- 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" | GL transactions to mirror QB GL transactions by date
 
| 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" | 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"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Routines
 
| 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" 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" | 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="width: 269pt" width="359" |  
 
| 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" | QBCogs flag.  If set, cogs is based on date of invoice, vs invoiced date of item
 
| class="xl63" style="width: 269pt" width="359" | [[GL Entries for SME Inventory]]
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
|}
 
|}
Line 2,242: Line 1,396:
 
| 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" |  
|- style="height: 15pt"
 
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Order Status
 
| class="xl63" style="width: 70pt" width="93" | Added
 
| class="xl63" style="width: 278pt" width="371" | Show On Dispatch setting added to Order Statuses
 
| class="xl63" style="width: 269pt" width="359" | Orders with this option not checked will not show on the Unscheduled, Service, Install, or invoice tabs at the bottom of dispatch.
 
 
|- style="height: 15pt"
 
|- style="height: 15pt"
 
|}
 
|}

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