Difference between revisions of "Revision History"

Latest revision as of 16:18, 7 January 2014

PROGRAM REVISION HISTORY for SME 7

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

.
Date:	12.11.2013	Version SME: 7.2.18.192
Module	Action	Description	Revised SME Functionality
Auto Email	Fixed	Now not checking for changes unless the Order Status has been changed
Custom Tabs	Modified	Do not allow changes while other users are in SME. Causes issues with existing data and record locks

.
Date:	11.17.2013	Version SME: 7.2.18.191
Module	Action	Description	Revised SME Functionality
Projects	Fixed	Saving a new Project
Orders	Fixed	Selected Item Print now working for forms with correct item detail

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

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

.
Date:	09.27.2013	Version SME:7.2.18.187
Module	Action	Description	Revised SME Functionality
Proposals	Fixed	Converting fixed proposals ( no longer prompt for selecting item if no items to select)
Orders	Fixed	Converting fixed orders( no longer prompt for selecting item if no items to select)
Utilities	Fixed	Importing data to custom tables
Proposals	Fixed	Query on Proposal to show for fixed types
Proposals	Fixed	Proposal History is now displaying correctly
System	Fixed	Calculation for fixed rate subtotals
System	Fixed	Calculation of invoiced/converted states when on fixed rate record

.
Date:	09.18.2013	Version SME: 7.2.18.186
Module	Action	Description	Revised SME Functionality
Not Released		Not Released

.
Date:	09.17.2013	Version SME:7.2.18.185
Module	Action	Description	Revised SME Functionality
System	Database	Moved errors to eLog table in the database
Recurring Invoices	Fixed	Error when generating recurring invoices

.
Date:	09.14.2013	Version SME: 7.2.18.184
Module	Action	Description	Revised SME Functionality
Payments	Fixed	Credit Memo note was not available from the Notes button - now is a choice by doing CTRL = O
Purchase Orders	Fixed	Class placed on items in orders was not transferring to purchase orders
SQLink	Fixed	Multiple items with different classes were not transferring the class for all items
Orders	Modified	Moved Auto Close logic to assemblies for speed and consistency
RMA	Fixed	Credit Invoice was not getting created on Receipt of RMA item

.
Date:	08.30.2013	Version SME: 7.2.18.182
Module	Action	Description	Revised SME Functionality
PriceBooks	Fixed	Pricebook clearing the package price
System	Fixed	Licensing date issue with Canadian companies

.
Date:	08.29.2013	Version SME: 7.2.18.181
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Setting Force JIT clearing item details
System	Modified	Locked Tech Codes to Admin and enter password to run
Purchase Order	Fixed	When changing the Vendor, from that stored in inventory, on an item while in orders, would create a blank PO for the vendor from inventory
Maintenance Contracts	Modified	Manually create/update recurring invoices from maintenance (contracts)

.
Date:	08.16.2013	Version SME:7.2.18.180
Module	Action	Description	Revised SME Functionality
Recurring Invoices	Added	Tech Code: Generate Recurring invoices for imported maintenance contracts: 81913
PO	Fixed	Items entered on PO's from orders, and later modified, would not allow the item to be received. The Received Date would be set, but the Received Flag would not. Work-around was to delete the item and re-add to the PO, then receive
Orders	Fixed	Issues with JIT and items on orders - now can modify without item details duplicating or disappearing
Utilities Custom Tab	Added	Added Module Name to Search
System	Modified	User must have password to run a tech code

.
Date:	07.25.2013	Version SME: 7.2.18.179
Module	Action	Description	Revised SME Functionality
Custom Tables	Added	Custom tables for Recurring invoices

.
Date:	07.17.2013	Version SME: 7.2.18.178
Module	Action	Description	Revised SME Functionality
Orders	Modified	Ability to edit Closed/Invoiced/Partially Invoiced orders based on order status and user group settings.
Invoice	Modified	Use item counts for export if invoice total is zero

.
Date:	07.16.2013	Version SME: 7.2.17.177 - 7.2.18.61
Module	Action	Description	Revised SME Functionality
Help System Info	Added	Now displays the SQL instance name and port used
Users	Modified	Exposed the Employee Export flag so companies syncing can uncheck it if they do not sync employees to QB
SQLink	Modified	Employee email from QB now mapped to the Personal Email field in SME
SQLink	Modified	Label for Use ticket number for QB P.O Number' to 'Use invoice/proposal number for QB P.O. Number' on invoice
SQLink	Modified	Default material item list no longer automatically set to non-inventory items if SQLink is not set to use GL transactions for inventory
Orders	Modified	Only prefix PO number field with 'SME - ' if field contents less than 20 characters

.
Date:	07.15.2013	Version SME: 7.2.17.176
Module	Action	Description	Revised SME Functionality
System	Fixed	Notes shortcut mapping
System	Modified	Email password now encrypted

.
Date:	07.12.2013	Version SME: 7.2.17.175
Module	Action	Description	Revised SME Functionality
System	Modified	Added a prefix letter in front of the system generated reference number P=Proposal, S-Service, I-Install
Recurring Orders & Invoices	Modified	Added the ability to change customer and to refresh from customer or billing to the actions menu

.
Date:	07.12.2013	Version SME: 7.2.17.174
Module	Action	Description	Revised SME Functionality
Help System Info	Added	Now displays the SQL instance name and port used
Orders	Modified	Voided orders now show 'VOIDED' in the middle of the screen
Purchase Orders	Fixed	Adding your own PO number causing error
Purchase Orders	Fixed	Added Customer back to the PO Items tab
SQLink	Fixed	PO Service item export was duplicating in QB
Recurring Orders	Fixed	Recurring Orders now generate with zero quantity
SQLink	Fixed	Other Charge items now correctly exporting from QB to SME
Orders	Fixed	Color now updating when item is added
Customer Prepaid Hours Grid	Fixed	Now stays on correct record when clicking Edit

.
Date:	07.08.2013	Version SME: 7.2.17.173
Module	Action	Description	Revised SME Functionality
Inventory	Modified	PO calculation in Inventory for items entered on PO from Orders not updating in inventory
Package	Fixed	Dot Net error when changing cost on a package
Customer	Fixed	Error when updating Fullname on non billable companies
Packages	Fixed	Non broken out package header not filling in for Actions> Create PO for Selected items

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

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

.
Date:	06.10.2013	Version SME: 7.2.17.170
Module	Action	Description	Revised SME Functionality
System	Fixed	Dispatch staying on top of SME after selecting an order to jump to while in Dispatch

.
Date:	06.07.2013	Version SME: 7.2.17.169
Module	Action	Description	Revised SME Functionality
Purchase Order	Fixed	Right click menu on Po Item Details tab now jumps correctly..
Activities	Modified	Reminder is now set by default
Packages	Fixed	Selecting just the package header would cause dot net error when creating a PO for the package Items

.
Date:	06.05.2013	Version SME: 7.2.17.168
Module	Action	Description	Revised SME Functionality
Vendor Item	Fixed	Add another keeps default info
Inventory Transfer	Fixed	Can now moved reserved to a new warehouse
Vendor Item	Fixed	Changing Vendor name now updates all related info

.
Date:	05.28.2013	Version SME: 7.2.17.167
Module	Action	Description	Revised SME Functionality
Routines	Modified	signature field to accommodate Tech Portal field

.
Date:	05.27.2013	Version SME: 7.2.17.166/ - Not Released
Module	Action	Description	Revised SME Functionality
Return	Added	Added right click menu option to allow an item that was removed from inventory and sent to a vendor to be re-added to Inventory if the Vendor sends it back.	http://high5software.com/mediawiki/index.php?title=Returns#Bring_material_back_into_inventory_from_Vendor
Prepaid	Fixed	Recurring Invoice not fills form correctly

.
Date:	05.24.2013	Version SME: 7.2.17.165/SQLink 7.2.17.60 - Not Released
Module	Action	Description	Revised SME Functionality
Setup	Modified	Purchase Order option to not set as Closed when all items are received	Setup > Company > Inventory > Don't Autoclose POs
Reports	Added	Ability to save reports query to a file
Auto Email	Modified	Incoming email field length expanded to accommodate emails for multiple recipients
Dispatch	Fixed	Preview window now updating on order highlighted in Day Planner
Purchase Order	Fixed	Setting QB Export flag when receiving 'only' service items
User Group	Fixed	Email host field too short for some Exchange addresses
Purchase Order	Added	Option in Setup> Inventory Defaults> Do Not Auto Close PO's on final receipt
Dispatch	Fixed	Tech To Do Open now filtering out Closed properly
System	Modified	Removed Order/Invoice 'Delete' can be added back on a per user group basis
SQLink	Modified	Revised management of GL entries between SME and QB for Itemized Invoices

.
Date:	05.03.2013	Version SME: 7.2.17.164/ - Not Released
Module	Action	Description	Revised SME Functionality
Purchase Order	Fixed	Received flag not setting on service items

.
Date:	04.26.2013	Version SME: 7.2.17.163/ - Selected Released
Module	Action	Description	Revised SME Functionality
Purchase Orders	Added	Batch PO utility. Added to Tools menu
Purchase Orders	Added	Setup> Inventory option to limit items on an order to items listed for the vendor
Purchase Orders	Added	When Vendor Item option is set limit items to those in the vendor items table	Setup > Company > Inventory > Limit Item Vendors
Purchase Orders	Fixed	Actual Quantity calculation not accounting for over received items
Orders	Removed	Removed Quick Add feature unless special code is set
Users	Modified	Expanded the Host field to 255 characters for those using Exchange
Orders	Modified	Order Items tab, button names changed from "Add New Material" to "Material" etc. Removing the words "Add New" for the Service, Material, Labor, BOM, Package, Text buttons.

.
Date:	04.22.2013	Version SME: 7.2.17.161/ - Selected Released
Module	Action	Description	Revised SME Functionality
Orders	Modified	Quick Add logic modified to focused list

.
Date:	04.19.2013	Version SME: 7.2.17.160/SQLink 7.2.16.59 - Selected Released
Module	Action	Description	Revised SME Functionality
System	Modified	Modified queries to clear the system memory runtime space allocated by the SQL server instance to attempt to eliminate the Dot Net runtime out of memory issues
SQLink	Fixed	Non Tax item was importing but not filling in the Non Tax field in settings

.
Date:	04.18.2013	Version SME: 7.2.16.159/ - Selected Released
Module	Action	Description	Revised SME Functionality
Reports	Added	Recurring Order Repair table to reports selection
Routines	Modified	Quick Add tuning on orders

.
Date:	04.15.2013	Version SME: 7.2.16.158/ - Selected Released
Module	Action	Description	Revised SME Functionality
Orders	Added	Quick Add' - Ability to add items to an order without opening the item editor from icon bar across middle of Order Items window
System	Fixed	Fields for taxing items when not using SQLink sync were dropped.
Orders	Modified	Quick Add' - limit list to 6 types and 6 order types

.
Date:	04.13.2013	Version SME: 7.2.16.157/ - Selected Released
Module	Action	Description	Revised SME Functionality
System	Modified	Added unique indexes to the UID field to further isolate lock time out errors
Orders	Modified	Cost field logic to not calculate on entry

.
Date:	04.12.2013	Version SME: 7.2.16.156/ - Selected Released
Module	Action	Description	Revised SME Functionality
System	Modified	Turn on snapshot isolation to improve performance
Routines	Modified	Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error

.
Date:	04.10.2013	Version SME: 7.2.16.155/ - Selected Released
Module	Action	Description	Revised SME Functionality
Orders	Modified	Added optional logic to change cost	http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
Orders	Fixed	Links to package header when selecting the add as line items
System	Modified	Turn on snapshot isolation to improve performance
Routines	Modified	Logic when converting orders to increase the attempted tries before giving the 'Lock time out' error

.
Date:	04.08.2013	Version SME: 7.2.16.154/ - Selected Released
Module	Action	Description	Revised SME Functionality
Recurring Invoice	Fixed	Recurring Invoice total tab now includes prepaid labor total
Projects	Fixed	Drop downs for Work Group and Zone not working
Users	Modified	Added Edit Login to settings table
Recurring Invoices/ Orders	Fixed	Added prepaid amounts to Service Item totals on the totals tab
Orders	Added	Proposal to Recurring Order Conversion

.
Date:	04.05.2013	Version SME: 7.2.16.153/ - Not Released
Module	Action	Description	Revised SME Functionality
Proposal	Fixed	Converting to recurring order caused a dot net error
Purchase Order	Modified	Added PO Item location drop down to the PO item editor
Package	Modified	Added Line number to packages
Purchase Order	Modified	Added location to master records for moving the items to the location if it changes on the PO header record
Purchase Order	Modified	Actual Quantity is now a calculated field
Purchase Order	Fixed	Error if PO receiving routine encountered an item deleted from an order but still remaining on a PO

.
Date:	04.04.2013	Version SME: 7.2.16.152/ - Not Released
Module	Action	Description	Revised SME Functionality
Utilities	Fixed	Import copy to existing record
Purchase Order	Modified	If ship to changes to a location prompt to update unreceived PO items with new location	http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Changing_the_Ship_To_location_on_a_PO

.
Date:	04.03.2013	Version SME:7.2.16.151/ - Not Released
Module	Action	Description	Revised SME Functionality
System	Fixed	Stored Documents now open to default set in the Setup> Company> System stored documents path
Utilities	Fixed	Importing now only updates fields mapped through the import file
System	Modified	Added Microsoft recommended database optimization
System	Modified	Modified settings to turn on database Auto Create Statistics and Auto Update Statistics to improve query performance
Auto Email	Fixed	Issue with carriage returns in the outgoing email list on the order status
Purchase Order	Modified	Minimum level check stopped functioning due to query optimization
Customer Docs	Modified	Use the System setting if the module setting is blank
Utilities	Fixed	Error when editing Price Books and adding a service item
Preferences Icon	Fixed	Spelling error in the Start-up task
Purchase Order	Modified	Allow clearing the Back Order Quantity from a PO Item

.
Date:	04.02.2013	Version SME: 7.2.16.149/ - Not Released
Module	Action	Description	Revised SME Functionality
Utilities	Fixed	Adding service item to a price book caused it to error out

.
Date:	03.26.2013	Version SME: 7.2.16.146/ - Not Released
Module	Action	Description	Revised SME Functionality
Customer Equipment	Fixed	Hierarchy not properly working

.
Date:	03.25.2013	Version SME: 7.2.16.145/SQLink 7.2.16.58 - Not Released
Module	Action	Description	Revised SME Functionality
User Groups	Added	SME Settings Table
User Groups	Added	Move Tech Portal settings to user level
Purchase Order	Added	Receive by location logic
User	Added	layout for settings table
Order Items	Modified	If status = jit, and new status = delivered and there are no outstanding PO's and no outstanding RMA, and it's fully invoiced, and the reserve was successful THEN set to invoiced status
Order Items	Modified	If cost override is set use the order cost instead of the inventory item cost	http://high5software.com/mediawiki/index.php?title=File:EditItemCostOnMaterial.png
Vendor	Added	Ship Charged to functionality to table
Purchase Order	Added	Purchase Order Status records in lists mirroring the Order status functionality	http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders
Invoice	Fixed	Invoice attempting to export due to COGs when Use 'GL' was not set in SQLink
Invoice	Fixed	Issue after query optimization when rolling back an invoice
Auto Email	Added	Logic for Purchase Order status emails	http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Purchase_Orders
Purchase Order	Added	Logic for Location Purchase Order generation
Inventory	Added	Logic for a Snapshot range by date

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

.
Date:	03.08.2013	Version SME: 7.2.15.143/SQLink 7.2.15.57 - Selected Release
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Do not send empty GL entries if cost is missing from invoiced item
System	Fixed	Data rebuild when there is a space in the database name
Order Task	Modified	Input screen for labor hours
Utilities	Fixed	Inventory import clearing retail1 when retail1 was not part of the import
Purchase Order	Modified	Can now clear out the quantity on back order by opening receiving, go to back order tab, setting the Back Order to zero and setting the quantity ordered on the Receive PO Item to zero

.
Date:	03.07.2013	Version SME: 7.2.15.142/SQLink 7.2.15.56 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Added	Tech Code to clear GL entries to allow for cleanup of previous GL transactions
Routines	Added	One GL entry per item record. If costs change only that record will be exported. Not entire Invoice.
Packages	Fixed	Parameter when adding multiple packages after GL updates
Packages	Added	If costs change flag Package for export
Purchase Order	Fixed	Item costs when adding packages to PO
Auto Email	Fixed	Crashing when status changed on an order
Purchase Order	Fixed	Actual Qty now calculated from the correct values

.
Date:	03.06.2013	Version SME: 7.2.15.141/SQLink 7.2.15.55 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Added	Flags to export GL entries correctly
Routines	Added	When Cost changes on customer equipment or ordered equipment set GL flag to re-export the GL entries based on the fiscal year
SQLink	Modified	Updates for GL entries
Users	Added	Added field for Tech Portal hours
User Groups	Added	Tech Portal Hours fields

.
Date:	03.05.2013	Version SME: 7.2.14.140 - Selected Release
Module	Action	Description	Revised SME Functionality
Routines	Modified	GL transactions to mirror QB GL transactions by date
Routines	Added	If Cost changes on an item set the 'cogs' update flag and re-export the item
Routines	Inventory	Modified the inventory snapshot for active & inactive items
Routines	Modified	Moved the GL flags to supporting tables to better match GL entries made in QB
System	Modified	QBCogs flag. If set, cogs is based on date of invoice, vs invoiced date of item	GL Entries for SME Inventory

.
Date:	03.04.2013	Version SME: 7.2.13.139 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Modified	Queries to enhance speed in SME
System	Fixed	Invoice number in excess of 11 places causing an error

.
Date:	03.01.2013	Version SME: 7.2.13.138 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Modified	Queries to enhance speed in SME
Order	Fixed	Order Item tab status colors stopped working

.
Date:	02.25.2013	Version SME: 7.2.13.137 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Modified	Queries to enhance speed in SME

.
Date:	02.18.2013	Version SME: 7.2.13.136 - Selected Release
Module	Action	Description	Revised SME Functionality
Invoicing	Added	Recurring hours to recurring invoicing
Inventory	Fixed	Snapshot generation and non inventory items
SQLink	Fixed	Partial and Non Inventory counts not included in cogs calculations
Orders	Fixed	When updating costs on equipment records also update the cost on related partial invoice copies
Orders	Fixed	Item editors not updating cost/price
SQLink	Fixed	Exporting package logic
PriceBooks	Modified	Added MFG part Number to Price Books

.
Date:	02.14.2013	Version SME: 7.2.13.135 - Selected Release
Module	Action	Description	Revised SME Functionality
Routines	Modified	Inventory Allocation material handling

.
Date:	02.12.2013	Version SME: 7.2.12.134 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Modified	Routine queries
Auto Email	Modified	Added incoming leads to sales table

.
Date:	02.08.2013	Version SME: 7.2.13.134 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Modified	Routine queries	Not Released

.
Date:	01.26.2013	Version SME: 7.2.12.133 - Selected Release
Module	Action	Description	Revised SME Functionality
Orders	Modified	Calculate cost as average cost, total as sum total. When saving, only calculate retail price based on price book if item is un-invoiced, or invoice is not closed after doing allocation, or other material manipulation, reset cost on order materials, on receive, update the cost on linked customer equipment record
PO	Modified	When receiving a PO and the linked item is a package, update order materials from the cost on the PO

.
Date:	01.10.2013	Version SME: 7.2.12.132/SQLink 7.2.12.51 - Not Released

.
Date:	01.10.2013	Version SME: 7.2.12.131/SQLink 7.2.12.51 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Modified	Data restricting issues with some versions of SQL Server
SQLink	Modified	When importing anything break it into chucks of 500 items
SQLink	Modified	Importing Prepaid items was duplicating the lines in QB
System	Modified	Duplicate Account number warning - now warns if checked in Setup
Customer	Fixed	Excise tax was a dollar amount not a rate

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

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

.
Date:	01.04.2013	Version SME: 7.2.12.128/SQLink 7.2.12.50 - Selected Release
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Import SMP_Item even if import inventory is turned off
Leads	Fixed	Quick View to Proposal was not working
Help	Modified	Help> System Info> Logged in Users was showing master table connections as well as the data table connections

.
Date:	01.04.2013	Version SME: 7.2.12.127 - Selected Release
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Changing status on stock was causing error

.
Date:	12.21.2012	Version SME: 7.2.12.126 - Selected Release
Module	Action	Description	Revised SME Functionality
System	Fixed	Proposal issue when converting. Incorrect decimal length on some fields.
Orders	Fixed	Converting large orders timing out due to attempting to handle the re-sequence of the items based on user order.

.
Date:	12.06.2012	Version SME: 7.2.12.125/SQLink 7.2.12.49
Module	Action	Description	Revised SME Functionality
SQLink	Modified	Set up inventory processing to break data into manageable chunks.
SQLink	Fixed	Exporting PO's when a PO with an error stops all other PO's from exporting
Reporting	Fixed	When run from a module do not clear out the record UID
System	Fixed	Corrected decimal placement on all tables. Logic still calling 4 places after the tables were set to 5 places
Orders	Modified	Large orders were hanging and not converting or were very slow to convert due to sequence number logic
SQLink	Modified	Bill account when exporting a PO with multiple PO's

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

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

.
Date:	11.06.2012	Version SME: 7.2.12.122/SQLink 7.2.12.46
Module	Action	Description	Revised SME Functionality
Recurring Orders	Fixed	Recurring Order from template not showing all customers to pick
Journal Notes	Fixed	Journal Notes date info off screen to the left - put in a line wrap
Leads	Fixed	Converting lead to customer would lose parent/child structure

.
Date:	10.26.2012	Version SME: 7.2.12.120
Module	Action	Description	Revised SME Functionality
Customer	Modified	Clicking 'Set From Site' does not clear the parent billing link
Orders	Modified	Closed Date no longer changing when adding the order to a Combined Invoice
System	Fixed	Currency symbol not displaying in the local/regional format selected for Discount fields.
Alerts	Fixed	Alerts not firing if the SLA category in Setup was set to zero
Audit Notes	Fixed	Date not setting on audit records for sorting
RMA	Fixed	Credit invoice now references the invoice number in memo line

.
Date:	10.20.2012	Version SME: 7.2.12.119
Module	Action	Description	Revised SME Functionality
System	Licensing	System now checks the lock folder for licenses not in use and deletes the unused licenses
Setup	Inventory	New check boxes for 'Force JIT' and 'Don't update cost when receiving from PO' can now be set
Journal Notes	System	Added custom types to the User notes filter
Customer Equipment		Service History Service Requested/Performed no longer display formatting
Customer Equipment		Service History All related orders now show under the history tab for that item	Customer Equipment

.
Date:	10.12.2012	Version SME: 7.2.12.118
Module	Action	Description	Revised SME Functionality
Customer Equipment	Fixed	Customer Equipment: Service History tab showing now showing order history
Customer Equipment	Fixed	Repair History tab: Repair Requested/Performed was showing all hidden formatting tags
System	Fixed	User Groups: Activities Button hiding not functioning correctly
Issues	Fixed	Issues> Actions> Copy to Knowledge Base giving ‘custdocs not found’ error
Purchase Orders	Fixed	Add item from Vendor now correctly added to inventory
Purchase Orders	Fixed	SQLink: PO field length now checked
Utilities	Modified	For inventory import if the destination table has related UID as a field, then find/create an inventory detail with matching item/location
Dispatch	Modified	Change button label from Jump to Service to Jump to Order and Reschedule Service to Reschedule Labor at the top of dispatch.	Dispatch Guide

.
Date:	10.05.2012	Version SME: 7.2.12.117/SQLink 7.2.12.44
Module	Action	Description	Revised SME Functionality
System	Modified	Handling for clearing locking files when leaving SME on a terminal server or when network interruptions break the connection to SME
Recurring Orders	Fixed	Generated Orders displaying orders from unrelated orders
Recurring Orders	Fixed	Custom entries transferring from Recurring Orders to Service/Install	http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders
System	Fixed	Processes calling a SQL temp table were getting dropped due to generation as a private table instead of a public table
Invoice	Fixed	When Voiding an invoice lift the 'QB Export' flag
SQLink	Modified	Added option to 'not' sync inventory between SME & QB
RMA	Fixed	Link from material to item on credit invoice
RMA	Modified	Set flag for credit invoice

.
Date:	09.27.2012	Version SME: 7.2.12.116
Module	Action	Description	Revised SME Functionality
System	Modified	Set the max decimals to 6	Decimal Spaces
Reports	Modified	Added reporting functionality
Orders	Modified	Order of processing records from allocation to do new records first. Logic now checks to see that the total quantity on customer equipment records < quantity on order materials records before doing the split for non-serialized items
PO	Fixed	Not recalculating logic on inventory details

.
Date:	09.26.2012	Version SME: 7.2.12.115
Module	Action	Description	Revised SME Functionality
Payments	Added	Check Payments for stored CVV fields. If found prompt user to clear the codes
Payments	Modified	Removed the CVV field from the screen	Payments
Dispatch	Added	Publish button to the Today's labor tab for outgoing email	http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Meeting_Requests_for_Labor_Scheduled
Recurring	Modified	Call next number form correct module

.
Date:	09.25.2012	Version SME: 7.2.12.114/SQLink 7.2.11.43
Module	Action	Description	Revised SME Functionality
Invoice	Fixed	Items with SLA charges had export issues
Recurring Orders	Added	Item Repair tab to recurring orders	http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab
Users	Added	Item Repair tab to user groups	http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab

.
Date:	09.24.2012	Version SME: 7.2.12.113 - Not released
Module	Action	Description	Revised SME Functionality
System	Added	Payments processing module	http://high5software.com/mediawiki/index.php?title=Company#Payments_Gateway
Notes	Modified	Note buttons and actions. Combo box now filters note types when viewing 'All'. When viewing user notes, auto size the note field. When viewing system notes, only show first 6 lines, with a scroll bar.
Recurring Orders	Added	Custom Tables to Recurring Orders	http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders
Recurring Orders	Added	As Install to the Details & Settings screen. If checked, recurring order generates Install Order.	http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Create_a_Recurring_Order
Orders	Modified	Labor Editor - if wage is not defined, initialize labor cost from service item on new records	http://high5software.com/mediawiki/index.php?title=Labor_Editor_Defaults#Labor_Unit_Cost_Defaults
Orders	Added	Implemented no cost update flag and force jit flag for inventory defaults	http://high5software.com/mediawiki/index.php?title=Company#Inventory

.
Date:	09.19.2012	Version SME: 7.2.11.112/SQLink 7.2.11.42
Module	Action	Description	Revised SME Functionality
Purchase Orders	Fixed	Error when creating PO from Actions and setting the vendor
Recurring Invoicing	Fixed	Error when generating recurring invoices
Reports	Fixed	Parameter screen not showing when testing reports
Purchase Orders	Fixed	CTRL-ALT-O was not opening search for vendor to create a new PO
System	Fixed	Orders> Material> Flat view now hides all cost and price fields
View	Fixed	F3 - active inventory was including inactive items
Purchase Orders	Fixed	Error on receive all when SME was set to Export Bills
Orders	Fixed	Order Items tab color is now working correctly for items on Purchase Order
Orders	Fixed	Fixed Rates tab incorrectly showing tax after selecting non tax labor

.
Date:	09.18.2012	Version SME: 7.2.9.111/SQLink 7.2.11.41
Module	Action	Description	Revised SME Functionality
Reports	Modified	Skip blank lines in parameters
SQLink	Modified	Service items were showing up in the inventory combo selector

.
Date:	09.12.2012	Version SME: 7.2.11.110/ SQLink 7.2.11.40
Module	Action	Description	Revised SME Functionality
System	Modified	Tax Exempt logic to correctly handle tax exempt customers	http://high5software.com/mediawiki/index.php?title=Customers#Rates_Tab
Orders	Fixed	Add Another on the labor editor was clearing default fields for cost, etc
SQLink	Modified	Added tax exempt logic - can now pick your tax/non tax items
SQLink	Modified	System setting to generate GL entries in QB when exporting PO/Bills for Inventory items kept in SME only	http://high5software.com/mediawiki/index.php?title=Maintaining_Inventory_in_SME_-_Use_General_Ledger_Entries_for_Default_Material
SQLink	Modified	Combined invoices with multiple orders will have the tax broken out based on the order tax setting

.
Date:	09.10.2012	Version SME: 7.2.9.109
Module	Action	Description	Revised SME Functionality
Reports	Modified	Added parameter lists to reporting for lists in SME

.
Date:	08.31.2012	Version SME: 7.2.9.107
Module	Action	Description	Revised SME Functionality
User Groups	Fixed	Work Group not updating in the Search Views when changed
Journal Notes	Modified	More Journal Note modifications to the Note viewer

.
Date:	09.04.2012	Version SME: 7.2.9.108 (not released)
Module	Action	Description	Revised SME Functionality
Reports	Fixed	Parameter values for True/False report parameter dropdowns
SQLink	Fixed	Exporting combined invoices with multiple orders order is now maintained
Customer	Modified	wording on the flag that writes a past due message in the message box on the customer Details & Settings tab
System	Terms	Terms will now pull from the company settings or prompt if missing from the customer terms
Purchase Order	Fixed	PO Export flag now setting if creating a PO from orders using the Actions Menu item 'Create PO for selected items'
Purchase Order	Fixed	PO is not set to Export to QB on receipt since the PO was exported when created
Customer Lists	Modified	Added Docs to the Item editor for Customer Equipment	http://high5software.com/mediawiki/index.php?title=File:CustomerEquipment_StoredDocumentsTab.png
System Order	Added	Flag to update the Order Assigned to based on the last edited Tech on the order	http://high5software.com/mediawiki/index.php?title=Company#Order_Options
Inventory	Modified	Can no longer transfer items in to the warehouse they are currently in…

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

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

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

.
Date:	08.15.2012	Version SME: 7.2.9.103
Module	Action	Description	Revised SME Functionality
System	Modified	Routines dealing with creation of orders to avoid duplicate order numbers when using automated programs to create orders

.
Date:	08.02.2012	Version SME: 7.2.8.102 SQLink:7.2.9.37	Library: 7.2.9.90
Module	Action	Description	Revised SME Functionality
Journal Notes	Fixed	Opening note viewer on Journal Notes tab was creating two entries.
Email Issues	Fixed	Reconfigured actions triggering email events

.
Date:	07.30.2012	Version SME: 7.2.8.101 - SQLink 7.2.9.37	Lib: 7.2.9.89
Module	Action	Description	Revised SME Functionality
System	Fixed	Deleting tax codes
Setup	Added	Option for Auto Notify on Issues	New feature added for Automated Email for SME http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Issues
Reports	Added	Graphical charts to reporting
Setup	Added	Tax flags from defaults for customers using SQLink
Email	Added	Auto notify for issues	New feature added for Automated Email for SME http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Emails_for_Issues
PO	Fixed	Adding a service item to a PO from the PO module
Notes	Modified	Journal note formatting on display
Orders	Fixed	Hiding costs and still seeing costs in Order Items tab
System	Fixed	Calculating commission based on profit

.
Date:	07.20.2012	Version SME 7.2.8.100 - SQLink 7.2.8.36	7.2
Module	Action	Description	Revised SME Functionality
SQLink	Modified	Modified the initial sync of invoices into 6 month segments since one year segments were causing out of memory errors on some systems.
SQLink	Modified	Tech Flag is no longer automatically set on all imported employees. Now has to be set in Setup> User	http://high5software.com/mediawiki/index.php?title=Dispatch_Guide#Adding_New_Technicians
Customers	Modified	Propagate to related now includes Zones.	http://high5software.com/mediawiki/index.php?title=Customers#Updating_Site_and_Billing_Address
Packages	Fixed	Refresh issue on service items when added to package, then modified, then package added to order.
System	Modified	User Group settings 'User Security Settings' modified write setting to remove access to write to the module from all other related modules.
Packages	Modified	Add items to packages tool tips not displaying the correct tip
Orders	Modified	Labor editor message for publishing email generation.
Customer Equipment	Modified	Added Order Number to the Customer Equipment module. Added sorting ability to all columns when clicking on the column header.
Journal Notes	Modified	Added grid tag to Journal Notes grids to avoid network issues interfering with the writing of ini file system settings.
Payments	Modified	Import payment search now keeps a list of processed QB payment ID's, and in the search function, will use that list to compare against payments already brought in to SME. If the record found by the QB invoice id search has a 'processed' QB payment id, then SME will continue searching for the correct match.
Payments	Modified	Maintain payment details. Payment details for individual payments were deleted and recreated when payment information changed.
Payments	Added	Payment import logic will now maintain a list of the invoices that the payments are applied to, and delete pay details that have invoices that are not in 'the list' of invoices.
Payments	Added	Pay details will only be updated when the applied to amount is different than that currently in SME.
Payments	Modified	Pay details will not have the date paid changed to the last import date. Will instead use the date paid from QB.
Vendor	Fixed	Not showing in list of available Vendors. Due to field state in the database.
System	Modified	Reference Number now follows from Proposal> Orders> Purchase Orders - as long as it is not changed.
Orders	Fixed	Error on occasion when adding a contact to the Requested By field.

.
Date:	07.16.2012	Version SME: 7.2.8.99	7.2
Module	Action	Description	Revised SME Functionality
Import	Fixed	Custom table field names were causing issues with the import validation utility

.
Date:	07.16.2012	Version SME: 7.2.8.98	7.2
Module	Action	Description	Revised SME Functionality
System	Modified	SLA - modified SLA date setup to account for various possible work hours settings

.
Date:	07.12.2012	Version SME: 7.2.8.98	7.2
Module	Action	Description	Revised SME Functionality
Reports	Modified	Date selection was not working due to international date formats

.
Date:	07.11.2012	Version SME: 7.2.8.97	7.2
Module	Action	Description	Revised SME Functionality
Contacts	Modified	Contact information was not getting updated when it was changed due to preexisting information from previous versions of SME
RMA	Fixed	Error when deleting an RMA when sitting on the Items tab

.
Date:	07.10.2012	Version SME: 7.2.8.96	7.2
Module	Action	Description	Revised SME Functionality
Recurring Invoices	Fixed	Error when editing existing items
Issues	Modified	Use Issue title to fill in Order Summary
Issues	Modified	Clear Assigned To when an order is converted to Closed from Tech Portal

.
Date:	07.09.2012	Version SME: 7.2.8.95	7.2
Module	Action	Description	Revised SME Functionality
Orders	Modified	Unprintable characters, hidden characters, were stripped out of incoming emails causing orders to not close and outgoing emails to not send
System	Modified	Equipment delete security check corrected
SQLink	Modified	Item order sort when exporting invoices to QB
Customer Equipment	Modified	Error when checking Parent/Child relationships

.
Date:	06.29.2012	Version SME: 7.2.8.94	7.2
Module	Action	Description	Revised SME Functionality
Orders	Modified	Can no longer select items from inventory allocation when the order has been invoiced
Orders	Modified	Relabeled wording on orders that have been invoiced and then edited. Old wording - Partial Invoice - new wording - Partially Invoiced = combined order that was invoiced and has been edited reopening the order. Order MUST be edited and Saved for wording to change.
System	Modified	Generating late fees from Utilities
Orders	Modified	When a labor record is deleted, only publish the delete if the labor record WAS marked with publish, or Auto Publish is turned on.	If you have Automated Outgoing Emails for SME installed and you aren't using the field scheduler portion, deleting labor won't send the cancellation meeting request anymore.

.
Date:	06.27.2012	Version SME: 7.2.8.93	7.2
Module	Action	Description	Revised SME Functionality
Custom Tables	Modified	Alert user to the existence of the reserved characters in field names.

.
Date:	06.26.2012	Version SME: 7.2.8.92	7.2
Module	Action	Description	Revised SME Functionality
Orders	Modified	Cloned orders now correctly set the Print Hide flag to 'false' as opposed to 'Null'.
System	Modified	When cloning orders do not publish the email settings until the conversion is complete

.
Date:	06.25.2012	Version SME: 7.2.8.91	7.2
Module	Action	Description	Revised SME Functionality
Orders	Modified	Exposed the Labor QBExport flag. New option allowing labor export to be set to happen when entered or to be set by the user when the order is processed.	http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29
Reports	Modified	Storage of temporary files changed for Vista/Win 7 compatibility
SQLink	Modified	Changing the contact on a customer now sets the QB export flag

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

.
Date:	05.31.2012	Version SME: 7.2.8.89	7.2
Module	Action	Description	Revised SME Functionality
Grids	Fixed	Grids that were not functioning correctly after the grid modifications.

.
Date:	05.29.2012	Version SME: 7.2.8.88	7.2
Module	Action	Description	Revised SME Functionality
Packages	Modified	Package handling when ordering from Orders. Broken out packages now allow for selecting specific items from the order.
Packages	Modified	Package handling when the 'Charge as Package' is selected. Entire package is added to the PO and user can delete selected package items from the package items list.
Grids	Modified	All grids were updated due to component changes. Users updating need to know current grid settings may be missing for selected fields and will need to be reselected. Also improved speed since the field list was narrowed to the specific fields required for the module.

.
Date:	05.22.2012	Version SME: 7.2.8.87	7.2
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Setting tax/Non Tax status on QB Payment Items
Orders	Labor Editor	Now leaving the Customer Rates intact when adding tech

.
Date:	05.21.2012	Version SME: 7.2.8.86	7.2
Module	Action	Description	Revised SME Functionality
Packages	Modified	Package logic so that you can select individual items if the package is not a 'Charge as Package' package type.

.
Date:	05.11.2012	Version SME: 7.2.8.85	7.2
Module	Action	Description	Revised SME Functionality
User Groups	Added	Permission to delete customer equipment
Activities	Fixed	Timer on activities not popping up
Email	Modified	Incoming email logic for install orders
SLA	Modified	Category/Date time due set SOB (start of business = start time from defaults + 'next day'. Set EOB (end of business) = start time + dispatch hours per day. If SLA category has an 'hour' span AND the due date time would be after hours then add the difference to the SOB and set due date time to that.

.
Date:	05.11.2012	Version SME: 7.2.8.84	7.2
Module	Action	Description	Revised SME Functionality
Packages	Modified	Deleting from Proposal, orders, invoices

.
Date:	05.11.2012	Version SME: 7.2.8.83	7.2
Module	Action	Description	Revised SME Functionality
Packages	Fixed	Prices not sticking when converting from Proposals and the package was broken out
Orders	Fixed	Discount setting causing issues saving items

.
Date:	05.08.2012	Version SME: 7.2.8.82 - SQLink 7.2.8.28	7.2
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Discounts and Tax logic for discounted items
Invoices	Fixed	Auto Close all orders added to combined invoices
SQLink	Modified	Handling of discounts and taxes
Utilities	Modified	Merge of multiple SME databases into one database - no longer includes the Documents

.
Date:	05.07.2012	Version SME: 7.2.8.82 - SQLink 7.2.8.28	7.2
Module	Action	Description	Revised SME Functionality
SQLink	Modified	Payment Importing with matching payment ID's
SQLink	Modified	Error closing tables

.
Date:	05.01.2012	Version SME: 7.2.8.82	7.2
Module	Action	Description	Revised SME Functionality
System	Fixed	Dot Net error on deadlocked records

.
Date:	04.25.2012	Version SME: 7.2.8.81	7.2
Module	Action	Description	Revised SME Functionality
System	Modified	Table Export

.
Date:	04.23.2012	Version SME: 7.2.8.80	7.2
Module	Action	Description	Revised SME Functionality
Dispatch	Fixed	Due Date not filling in for Dispatch

.
Date:	04.20.2012	Version SME:7.2.8.79	7.2
Module	Action	Description	Revised SME Functionality
System	Fixed	Home page was allowing access to SME modules after logging out
Dispatch	Fixed	Put Unavailable tech entry back on the Today’s labor tab
Dispatch	Fixed	Due Date not filling in Dispatch
Price Books	Fixed	Default commission percentage wasn't calculating correctly

.
Date:	04.18.2012	Version SME: 7.2.8.78 - SQLink 7.2.8.26	7.2
Module	Action	Description	Revised SME Functionality
Views	Fixed	Search Views were saving ini control files to the incorrect user profile folders
SQLink	Fixed	Hardcoded date format for retrieving QB items conflicted with Canadian date formats
Invoice	Modified	Date paid setting using the incorrect format

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

.
Date:	04.10.2012	Version SME: 7.2.7.75	7.2
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Duplicating an inventory item giving error on save
Users	Fixed	Certification tab was not working
Customers	Fixed	Associated Companies tab was not working
Customers	Fixed	Using an ampersand in the name was not displaying correctly in the Full Name field at the top of the screen
Orders	Fixed	Reordering items on the Order Items grid would not retain the correct sequence
Inventory	Modified	Added a transaction record for deleting all transaction records

.
Date:	04.09.2012	Version SME: 7.2.7.74 - SQLink 7.2.6.22	7.2
Module	Action	Description	Revised SME Functionality
SQLink	Modified	Cost/Price will now be an optional update from QB to SME.

.
Date:	04.06.2012	Version SME: 7.2.7.73	7.2
Module	Action	Description	Revised SME Functionality
System	Modified	Modified Views to keep system generated views. Modifying a system view by adding a filter or deleting columns, now prompts to save as a new view. You can use the selector to the left to limit which system columns to view.

.
Date:	04.05.2012	Version SME: 7.2.6.72	7.2
Module	Action	Description	Revised SME Functionality
System	Modified	More speed issues corrections.

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

.
Date:	03.30.2012	Version SME: 7.2.6.70	7.2
Module	Action	Description	Revised SME Functionality
Batch Print/ Email	Fixed	Ability to have multiple email addresses in the Contact email
Orders	Fixed	Rounding when system is set to display more than 2 decimals
Orders	Fixed	New From B.O.M. was not displaying KIT items
User Groups	Fixed	Can now move custom tabs in all modules

.
Date:	03.29.2012	Version SME: 7.2.6.69	7.2
Module	Action	Description	Revised SME Functionality
Orders	Modified	Routines used for order processing to improve speed converting orders
User Groups	Modified	Changed label for allowing a user to add inventory from orders
Inventory	Modified	Added Snapshot setup logic to System>Company> Inventory

.
Date:	03.28.2012	Version SME: 7.2.6.68	7.2
Module	Action	Description	Revised SME Functionality
Inventory	Modified	Inventory Snapshot - modified from taking a snapshot on every transaction to periodic snapshots based on user settings.

.
Date:	03.27.2012	Version SME: 7.2.6.67	7.2
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Payments were losing the connection after syncing to SME 7.2
Orders	Modified	Relocated Discount field on the screen to accommodate lower resolutions
Menus	Modified	Added links to wiki and other info
Orders	Modified	Removed links to vendor now a combo box selection
System	Fixed	Duplicating columns in grids
System	Modified	Notifications - check when converting orders and proposals
Batch Print	Modified	Added multi select to batch print - set print to selection
Orders	Modified	Use inventory rather than vendor cost price

.
Date:	03.26.2012	Version SME: 7.2.6.66	7.2
Module	Action	Description	Revised SME Functionality
Invoice	Fixed	No longer using Billing Status to void an invoice 7.2
Invoice	Added	Trigger to handle invoice voiding
Invoice	Modified	Will now prompt to Void on record save

.
Date:	03.21.2012	Version SME: 7.2.6.65	7.2
Module	Action	Description	Revised SME Functionality
Batch Email	Fixed	Batch Email hanging after modification to recurring invoice include batch printing. 7.2

.
Date:	03.20.2012	Version SME:7.2.6.64	7.2
Module	Action	Description	Revised SME Functionality
Purchase Orders	Fixed	PO Notes now show when double clicked 7.2
Recurring Orders	Fixed	Create from template 7.2
Vendors	Modified	New option to show Subcontractors on material editor - Setup option> Company> System> 'Include Subcontractors for item vendors' 7.2

.
Date:	03.16.2012	Version SME: 7.2.6.63	7.2
Module	Action	Description	Revised SME Functionality
Purchase Orders	Modified	PO Select from orders was creating separate PO's for all items with the same vendor in some cases 7.2
Dispatch	Fixed	Query that is run when Regional Date is set 7.2
System	Fixed	Grid selection when running off of tables not queries 7.2
Orders	Modified	Subcontractors in items showing without creating two vendors 7.2
Recurring Orders	Fixed	Create from template not working 7.2
Purchase Orders	Modified	Use shipping email from System> Inventory - if not available use the Vendor PO Email 7.2

.
Date:	03.15.2012	Version SME: 7.2.6.62	7.2
Module	Action	Description	Revised SME Functionality
Dispatch	Fixed	Refresh issue causing orders to disappear until next refresh 7.2
Payments	Fixed	Data not copying from payment to pay details/disbursements 7.2
System	Modified	System response when ini file containing user settings is not available on the network 7.2
System	Fixed	Some queries were not getting set when doing a rebuild 7.2
Orders	Fixed	Clearing out equipment item was not followed through to details. 7.2

.
Date:	03.14.2012	Version SME: 7.1.23.208 - 7.2.5.61
Module	Action	Description	Revised SME Functionality
Proposals	Fixed	System slowdown when converting a proposal 7.2
System	Fixed	Cloning logic when converting proposals, orders, invoices 7.2
System	Fixed	Clear order specific fields when converting proposals 7.2

.
Date:	03.13.2012	Version SME: 7.1.23.208 - 7.2.5.60
Module	Action	Description	Revised SME Functionality
Price Books	Added	Default/Used fields for commission to price book tables 7.2

.
Date:	03.12.2012	Version SME: 7.1.23.208 - 7.2.5.59
Module	Action	Description	Revised SME Functionality
Reports	Fixed	Text on buttons was not wrapping 7.2
Orders	Fixed	Hide on Print for - partial, fixed, percent, dollar invoices 7.2
Orders	Fixed	Grid display for Item Repair tab Service Requested/Performed 7.2
Proposals	Fixed	Include Count now equals quantity when checked 7.2
Recurring Invoices	Added	Refresh from Billing to the Actions Menu 7.2
Purchase Orders	Fixed	Now using default vendor email address 7.2
User Setup	Fixed	Search now correctly displaying User Group after change 7.2
Purchase Orders	Fixed	Pasting a tracking number into tracking field 7.2
System	Added	Email address for default Purchase order 7.2
Customer	Fixed	Grid settings not holding under Customer Equipment when custom tab fields were selected 7.2

.
Date:	03.09.2012	Version SME: 7.1.23.208 - 7.2.5.58
Module	Action	Description	Revised SME Functionality
SQLink	Added	Logic to export inventory parent info to QB. Was never planned but has been requested.(Note: Parent Item must export first. Then Child item.) 7.2
SQLink	Added	Export Service Parent info to QB. (Note: Parent Item must export first. Then Child item.) 7.2
Customer	Added	QuickBooks Customer in middle of the screen to help with exporting 7.2
Journal Notes	Fixed	Note Types filtering keeping some notes from saving 7.2
Journal Notes	Fixed	Title in Editor misspelled 7.2
Reports	Fixed	Scrolling through reports while on the Detail Specifiers tab 7.2
Projects	Modified	When planner changes to view by month, the label next to the date selector will now say 'select Month Date'. 7.2
Projects	Fixed	Date Selector was not going to the correct date 7.2

.
Date:	03.06.2012	Version SME: 7.1.23.208 - 7.2.4.57
Module	Action	Description	Revised SME Functionality
Dispatch	Fixed	Rates & Assignments dates now remove the order from the Order Chart 7.2
Dispatch	Fixed	Labor added to an order now shows on the Project Planner 7.2
Package	Fixed	Only delete details if package is changed 7.2

.
Date:	03.05.2012	Version SME: 7.1.23.208 - 7.2.4.56
Module	Action	Description	Revised SME Functionality
Package	Modified	Logic regarding package handling 7.2
Package	Added	Partner Info to the grids 7.2
Package	Modified	Link package headers to layouts 7.2

.
Date:	03.02.2012	Version SME: 7.1.23.208 - 7.2.4.55
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Last ordered date getting set to the current date when doing an Edit/Save. 7.1, 7.2
Orders	Fixed	Rounding error when calculating invoiced total amounts, causing it to show as partial invoiced, when it was invoiced at 99.9954 % 7.2
Scheduled Services	Fixed	Infinite loop when generating by date range 7.2
Purchase Orders	Fixed	Breakout items for packages 7.2

.
Date:	02.24.2012	Version SME: 7.1.23.208 - 7.2.4.54
Module	Action	Description	Revised SME Functionality
RMA	Fixed	Credit invoice link was not filling in correctly 7.2
Recurring Invoices	Fixed	Apply Template not converting items 7.2
Inventory	Fixed	Change Item Number on Details & Settings tab - then change Item Number on the Material Details tab 7.2
Recurring Orders	Fixed	Customer list not populating 7.2
System	Fixed	Hide all tabs and attempt to access a module 7.2
Payments	Fixed	Double click on invoice # on disbursements tab not jumping to the invoice 7.2
Issues	Fixed	Closing an issue creating an error 7.2
Utilities	Fixed	Archive not creating custom table links 7.1,7.2
SQLink	Fixed	Initialize Wage Info error when syncing employee changes from QB 7.2

.
Date:	02.23.2012	Version SME: 7.1.23.207 - 7.2.4.53
Module	Action	Description	Revised SME Functionality
Projects	Fixed	Creating Invoice with multiple orders not filling in address information 7.2

.
Date:	02.11.2012	Version SME: 7.1.23.207 - 7.2.4.52
Module	Action	Description	Revised SME Functionality
RMA	Fixed	Receiving a serialized item was causing an error. 7.2

.
Date:	02.10.2012	Version SME: 7.1.23.207 - 7.2.4.51
Module	Action	Description	Revised SME Functionality
SQLink	Added	Export PO Item description rather than Inventory description 7.2
Packages	Added	Vendor Item added to item editor for packages 7.2
Purchase Order	Added	Add Another to the PO Add Item Screen 7.2

.
Date:	02.08.2012	Version SME: 7.1.23.207 - 7.2.3.50
Module	Action	Description	Revised SME Functionality
Recurring Orders	Added	Biweekly/Bimonthly billing frequency 7.2
Custom Tables	Added	Code to clean up custom tables and prevent duplication information 7.1,7.2
Archiving Logic	Fixed	Fixed changes in archiving logic
Inventory	Added	Do not allow deleting inventory items with active transactions 7.1,7.2
Price Books	Fixed	Fixed where price book values were being overwritten by pre-price book values 7.1,7.2

.
Date:	01.30.2012	Version SME: 7.1.23.206 - 7.2.3.49
Module	Action	Description	Revised SME Functionality
Inventory	Modified	Added shelf/bin to the grid on the material detail tab 7.1, 7.2
Dispatch	Fixed	Dispatch planner refresh 7.1, 7.2
Proposal	Modified	Use subtotal to calculate profit percentage - not order total 7.1, 7.2
Recurring Invoices	Fixed	Error when calculating recurring invoice totals when running in Canadian mode 7.1, 7.2
Orders	Fixed	Not able to edit text items 7.1
Orders	Fixed	Discounts on items not calculated correctly 7.1, 7.2
Orders	Fixed	Roll back of invoice was causing duplicate invoice number when generating a new invoice from an unrelated order 7.1, 7.2
System	Modified	Slow speed in some grids 7.1, 7.2
System	Fixed	Some tables remained in the wrong mode after conversion from earlier versions of SME 7.1
System	Fixed	Installer UID was not updating during conversion from earlier versions causing the installer names to get dropped 7.1
Recurring Orders	Fixed	Errors when cloning recurring orders 7.1, 7.2
System	Fixed	Conversion of order tech/order task records 7.1

.
Date:	01.17.2012	Version SME: 7.1.23.205 - 7.2.3.48
Module	Action	Description	Revised SME Functionality
RMA	Fixed	Serial Number duplication check was referencing the wrong table on second serial number check when first one passed 7.1, 7.2
SQLink	Modified	Updated for QBFC XML version 11 7.1, 7.2

.
Date:	01.16.2012	Version SME: 7.1.23.204 - 7.2.3.47
Module	Action	Description	Revised SME Functionality
Inventory Transfer	Fixed	Edit on sub grids in the transfer screen 7.1, 7.2
Inventory Transfer	Fixed	Default transfer amount to available stock count 7.1, 7.2
RMA	Modified	When 'replacement' is checked, clear out list box of serial numbers. Serial numbers received will be used for the replacement piece, not the replaced piece 7.1, 7.2
RMA	Added	Duplicate serial number check when receiving replacement items only 7.1, 7.2
RMA	Modified	Change serial number label depending on actions 7.1, 7.2
Customer Equipment	Modified	Menu labels related to RMA 7.1, 7.2
Customer Equipment	Fixed	Record not in edit mode during second phase of item exchange 7.1, 7.2

.
Date:	01.12.2012	Version SME: 7.1.23.203 - 7.2.3.46	DB Version
Module	Action	Description	Revised SME Functionality
Customer	Modified	Removed field on Notification form since it was not connected to any logic 7.1, 7.2
Orders	Modified	Do not clear invoice counts when clicking 'Clear All' on Partial invoice screen 7.1, 7.2
Reports	Modified	Removed Email button from Report Preview 7.1, 7.2
Customer Equipment	Fixed	Custom tab not showing under the Customer Equipment editor 7.1, 7.2
Recurring Invoice	Fixed	Sort order on recurring invoices 7.1, 7.2
Recurring Orders	Fixed	Adding new Zone to the list causing insert failure 7.1, 7.2
Proposal	Fixed	Material discount applied twice 7.1, 7.2
Orders	Noted	Setting in User Groups to allow adding items on the fly 7.1, 7.2

.
Date:	01.10.2012	Version SME: 7.1.23.202 - 7.2.3.45	DB Version
Module	Action	Description	Revised SME Functionality
Imports	Fixed	Import not functioning correctly for Vendor import 7.2
System Grids	Modified	Use module level settings if different than global settings 7.2
User Settings	Fixed	Delete button still showing even if the user group was not allowed to delete orders 7.2
Orders	Fixed	Could not add text to Groups on the order Items tab 7.2
Journal Notes	Fixed	Adding new notes was not working in some modules 7.1, 7.2
Recurring Orders	Fixed	Item Text was not converting to new orders 7.2
SQLink	Modified	PO Ref field now exports to the Bill Memo field in QB 7.1, 7.2
SQLink	Fixed	Service Items not exporting to QB Bill 7.2

.
Date:	01.04.2012	Version SME: 7.1.23.201 - 7.2.3.44	DB Version
Module	Action	Description	Revised SME Functionality
Service Items	Added	Added Service Type to Service Items 7.1, 7.2
Invoicing	Fixed	Quick View was bringing up the incorrect invoice 7.1, 7.2
System	Added	Added Customer Status to Customers, orders, proposals, etc.. 7.1, 7.2

.
Date:	12.16.2011	Version SME: 7.1.23.200 - 7.2.3.41	DB Version
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Service Items in packages not breaking out correctly 7.1,7.2
System	Added	Inventory Snapshot - takes snapshot of inventory on that date 7.2
Orders	Modified	System - Strict Inventory - if set you cannot invoice an order without allocating material 7.1,7.2

.
Date:	12.09.2011	Version SME: 7.1.23.199 - 7.2.2.40	DB Version
Module	Action	Description	Revised SME Functionality
Invoicing	Fixed	Other Charges not calculating correctly 7.1,7.2
PO	Modified	Security Check to make sure user is allowed to delete POs 7.1,7.2
Orders	Modified	Removed coloring on embedded grids 7.2
System	Added	New SLA editor 7.2

.
Date:	12.02.2011	Version SME: 7.1.23.198 - 7.2.2.39	DB Version
Module	Action	Description	Revised SME Functionality
SLA	Fixed	Dates were not setting correctly from orders 7.1, 7.2
Orders	Fixed	Error selecting material in 7.2 7.2
System	Fixed	Error when converting Fixed Proposals, Orders, etc.. When the Fixed amount was calculated by percentage 7.1, 7.2

.
Date:	11.22.2011	Version SME:7.1.23.197 - 7.2.2.38
Module	Action	Description	Revised SME Functionality
PO	Modified	Use company shipping address from Setup> Company> Inventory, (if filled in), instead of company address under Setup> Company> Company Information. (7.1, 7.2)
Compliance	Fixed	Moving compliance items between selection boxes in Compliance setup. (7.1,7.2)
Orders	Fixed	Contact was not updating on the table for the contact selected (7.1,7.2)
Journal Notes	Fixed	Exiting without saving note (7.1,7.2)
Journal Notes	Fixed	Drop down was not filtering out system notes (7.1,7.2)
Customer Equipment	Modified	Index on customer equipment link status code on re-index if sites experience 'slow downs' on material detail tabs (7.1,7.2)
Journal Notes	Fixed	Missing right click menu on (7.1, 7.2)
Invoices	Modified	Setup order to invoice conversion will now take the info from the order, instead of the customer, for companies typing over the original customer name for a site (7.1,7.2)
Contracts	Fixed	Duplicating maintenance contracts with equipment issues (7.1,7.2)

.
Date:	11.11.2011	Version SME:7.1.23.196 - SQLink 7.1.23.58	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Removed obsolete fields for inventory status (7.2)
Vendors	Fixed	Refresh issue not showing updated contacts on Details & Settings ( 7.1/7.2)
Vendors	Fixed	Certification added to sub not showing on grid after selection (7.1/7.2)
Setup	Order Status	Adjusted screen to show color selection (7.2)
Views	Modified	Views now use the 'Navigate> Order By' setting for view sort order scrolling. (7.1/7.2)
SQLink	Modified	Duplicated contact logic for customer - don't overwrite contact if info already exists in SME, create new contact and link it if it does not exist (7.1/7.2)

.
Date:	11.06.2011	Version SME: 7.1.23.195 - SQLink 7.2.23.57	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Rounding error on tech time transfer to QB
Orders/Labor	Fixed	Rounding error on time span
Orders/Labor	Modified	No longer getting Customer name from customer table
Dispatched	Fixed	Check for edit states before refreshing data when clicking refresh button
PO	Modified	PO refresh issue - may still be an issue in some cases
Customer Equipment	Fixed	Is Equipment flag was getting cleared on related items when editing orders tied to specific customer equipment flags

.
Date:	10.24.2011	Version SME: 7.1.23.192	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
System	Fixed	About version info
Orders	Fixed	Added the Equipment flags to the labor grids and published

.
Date:	10.19.2011	Version SME: 7.1.23.191	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Orders/Inventory	Added	When going from allocated -> hold/delivered, or from jit -> allocated/hold/delivered then IF not enough to cover the action, create a split customer equipment record, then call the function that does the inventory updates.
Purchase Order	Fixed	Canceling PO was not reverting the item status to Has JIT
Proposal	Fixed	Setting the Primary tech from the lookup
Maintenance Contracts	Fixed	Error renewing maintenance contract
Routines	Fixed	Item order when cloning records

.
Date:	10.14.2011	Version SME: 7.1.23.190	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Labor editor locking up when editing an existing labor record
Custom Tabs	Fixed	Field information not transferring from other modules when converting Lead to Proposal to Customer.
Invoicing	Fixed	SME was not prompting to roll back payment on the invoice prior to rolling it back.
Proposals	Modified	User not set as Proposal Administrators cannot approve, close proposals.
Proposals	Modified	You can now close an approved proposal without having to reopen it.
Proposals	Modified	Added logic so that : when you add items to an approved proposal, it will force that proposal to opened status. Once items are added to the order, the opened status cannot be canceled. (used to be able to edit, add items, then cancel changes, which would revert order status to approved)
Auto Email	Modified	Set the outgoing character limit on automated emails
Proposal	Fixed	Converting failure if default location not set
System	Fixed	Cloning records was not keeping the default item order

.
Date:	10.07.2011	Version SME: 7.1.23.189 - SQLink 7.1.23.55	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
SQLink	Added	Wiki link to SQLink help
Customer Equipment	Fixed	Column customization options were missing
Tools	Added	Simple search for QB List ID's in the database. Revised wiki page

.
Date:	10.04.2011	Version SME: 7.1.23.188	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
System	Fixed	Password encryption failing on certain characters
Orders	Added	Customer equipment serial number assigned to labor, on labor grid in order, proposal, and invoice screens
Orders	Fixed	Ship method was controlling class combo boxes

.
Date:	09.27.2011	Version SME: 7.1.23.187	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Leads	Fixed	Assigned to drop down was not filtering out inactive employees
Payments	Fixed	Assigned to drop down was not filtering out inactive pay methods

.
Date:	09.22.2011	Version SME: 7.1.23.186	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Customer Equipment	Fixed	Moving of equipment within the customer equipment module stopped functioning due to serial number check logic.
Customer Equipment	Fixed	Editing of a serial number on an existing piece of equipment

.
Date:	09.21.2011	Version SME: 7.1.23.185	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
System Users	Modified	Hide all password columns from search grids
Auto Email	Modified	Added buttons to setup email editor
Auto Email	Modified	Modified to send multi-call emails regardless of issue settings

.
Date:	09.20.2011	Version SME: 7.1.23.184 - 7.1.23.54	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Advanced Search	Fixed	Error if you clicked on a module selection before doing the search
SQLink	Fixed	Rounding issue with decimal places. Reset to 2 for QB integration
Payments	Fixed	Rounding issue with decimal places. Reset to 2 for QB integration
Auto Email	Modified	Email handling after it is posted to SME

.
Date:	09.16.2011	Version SME: 7.1.23.183 - 7.1.23.53	DB Version 7.1.23.183
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Allow selection of fields for outgoing emails
Proposals	Modified	Added straight commission to Totals tab
System	Added	Serial number check to inventory and customer equipment
Customer Equipment	Modified	Check when moving equipment for duplicate serial number
SQLink	Modified	Do not overwrite contact info with blank info if SME has contact info and QB does not
SQLink	Modified	If no contact assigned to a customer create a blank contact and assign to the customer.

.
Date:	09.15.2011	Version SME: 7.1.23.182	DB Version 7.1.23.181
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Only store new email content on replies
Auto Email	Modified	Added crude email editor
Custom Tabs	Modified	When generating custom records use master UID

.
Date:	09.14.2011	Version SME:7.1.23.181 - SQLink 7.1.23.52	DB Version 7.1.23.181
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Importing proposal details
Scheduled Service	Fixed	When posting schedule service record, if specific date type, and specific date is >= to current date, clear the end date
Scheduled Service	Fixed	Preview for order generation was not previewing
Scheduled Service	Fixed	If preview report exists then preview the orders
Conversion	Custom Tabs	Add customer defaults table to list of tables to be included in conversion

.
Date:	09.13.2011	Version SME:7.1.23.180	DB Version 7.1.23.180
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Outgoing email separator
Notes	Modified	Added scroll bars to journal entries

.
Date:	09.12.2011	Version SME:7.1.23.179	DB Version 7.1.23.179
Module	Action	Description	Revised SME Functionality
System	Added	Special service requested/performed fields for email handling

.
Date:	09.08.2011	Version SME:7.1.23.178 - SQLink 7.1.23.51	DB Version 7.1.23.178
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Order email handling - update order do not overwrite the existing info
SQLink	Modified	Added Ship Method export/Import
Auto Email	Modified	tweaked email routines further to allow for multiple contacts on one order

.
Date:	09.07.2011	Version SME:7.1.22.178	DB Version 7.1.22.176
Module	Action	Description	Revised SME Functionality
Proposal	Added	Ship Method for corresponding QB ship methods
Invoice	Added	Ship Method for corresponding QB ship methods
Orders	Added	Ship Method for corresponding QB ship methods

.
Date:	09.06.2011	Version SME:7.1.22.177	DB Version 7.1.22.176
Module	Action	Description	Revised SME Functionality
Auto Email	Modified	Email handling routines changes on fields triggering email events

.
Date:	09.02.2011	Version SME:7.1.22.176	DB Version 7.1.22.176
Module	Action	Description	Revised SME Functionality
Email	Added	Assigned to, Taken By, Lead Tech, Dispatch Tech, All Techs, and Contact to order status table for managing email to techs & dispatchers

.
Date:	09.01.2011	Version SME:7.1.22.175	DB Version 7.1.22.175
Module	Action	Description	Revised SME Functionality
Orders	Modified	Added user id for all order converting routines

.
Date:	08.31.2011	Version SME:7.1.22.174	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Barcode	Modified	Returning logic was not correctly allocating items

.
Date:	08.25.2011	Version SME: 7.1.22.173	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Audit	Fixed	Record was getting saved before audit
Material	Modified	Changed blank serial number read -blank-
Inventory Reconciliation	Fixed	Search for duplicates causing changes to not post to the record
Routines	Added	Blank serial number change
Routines	Modified	Incoming email XML case sensitive handling

.
Date:	08.23.2011	Version SME: 7.1.22.172	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Scheduled Services	Fixed	Set all fields to matching customer fields
Recurring Orders	Fixed	Notes getting copied incorrectly
Reports	Fixed	Duplicating report was asking to save instead of duplicating
Inventory Transfer	Fixed	Clicking on lookup button was giving error when there was a transfer number
Dispatch	Fixed	Right click email on day planner

.
Date:	08.19.2011	Version SME: 7.1.22.171	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Customer Equipment	Fixed	Index on customer equipment table to display properly in the grid
Routines	Fixed	Clone logic on orders
Routines	Fixed	Incoming email handling
Routines	Modified	Outgoing email logic

.
Date:	08.17.2011	Version SME: 7.1.22.170 - SQLink 7.1.22.49	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
System	Fixed	Saving/restoring grids
Activities	Fixed	Saving user preferences
Inventory	Fixed	Transfers - ellipsis/browse button not functioning
SQLink	Fixed	QBIdentifer has been used when Business Type has the '&' in the name.
SQLink	Fixed	Business types not importing the QB ID correctly
SQLink	Modified	Check name length before importing Business Types can be a max of 31 characters

.
Date:	08.12.2011	Version SME: 7.1.22.169	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Routines	Email	Send to either outgoing or regular email address but not both
Views	Added	Functionality to delete views from SQL. Will not delete views from view table
Purchase Orders	Added	Dates to item searches when adding from an order
Routines	Added	Dates to item searches when adding from an order

.
Date:	08.11.2011	Version SME: 7.1.22.168	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Routines	Modified	When saving materials update JIT/Allocated costs on customer equipment
Proposal	Fixed	Missing field error in temp table when converting to partial orders
Orders	Fixed	Messages when more than one item found
Orders	Modified	Error for missing inventory location
Orders	Fixed	initialization of records
Sales	Fixed	Error on entering new record
Sales	Fixed	Delete button not functioning correctly

.
Date:	08.10.2011	Version SME: 7.1.22.167	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Orders	Fixed	If PO Item has JIT, and the quantity is less that JIT, set JIT count to quantity, update customer equipment with corrected count
Orders	Modified	Can no longer have items without a location specified
PO	Fixed	Corrected quantity on history records when receiving more than JIT
PO	Modified	PO Item editor can no longer change a quantity to less than the JIT count from an order

.
Date:	08.05.2011	Version SME: 7.1.22.166	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Email	Modified	Email not sending correctly.
System	Fixed	Check for active warehouse regardless of default location in case the default has been deleted.
Barcode	Added	Return logic for barcode
Allocation	Modified	Moved Select button to far left of window

.
Date:	08.04.2011	Version SME: 7.1.22.165	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Barcode	Fixed	Extract the company name from the Alias files
Routines	Modified	Use email add, not email, when sending an issue email to a tech

.
Date:	08.03.2011	Version SME: 7.1.22.164 - SQLink 7.1.22.47	DB Version 7.1.22.164
Module	Action	Description	Revised SME Functionality
Users	Added	Dispatch/Lead Tech setting	Will email an order to everyone who has the flag set
System	Added	Tech Code to set flag to false on all users
Orders	Modified	Lead Tech to Dispatch/Lead Tech
Invoice	Fixed	Deleting an invoice when you do not have permission to do so
Purchase Orders	Fixed	Deleting a PO after going to the PO Items tab and away from the PO items tab
Orders	Fixed	Permissions check on deleting an order
System	Added	Verify the delete function to the global forms.
User Groups	Fixed	Field name on barcode reconcile
Setup	Fixed	Bug allowing deletion of all warehouses.
Database	Added	Dispatch/Lead Tech to the User table
Routines	Added	When creating orders from proposals, recurring orders or scheduled services, set the lead tech
Customer Equipment	Fixed	Add from Active Inventory only
SQLink	Modified	For current data structure

.
Date:	08.02.2011	Version SME: 7.1.21.163	DB Version 7.1.21.163
Module	Action	Description	Revised SME Functionality
Inventory	Added	Flag for Barcode reconciliation	Only works if the Barcode app is installed

.
Date:	08.01.2011	Version SME:7.1.21.162	DB Version 7.1.21.162
Module	Action	Description	Revised SME Functionality
Proposal	Fixed	Grids blanking on selection of items.
Database	Added	Field to Equipment table for barcode program
Database	Added	Field to Material Details for barcode program
Orders	Fixed	Table not open error when adding details to an order and the order is not in Edit mode
Invoice	Fixed	Lost 'On Exit' for totaling fields until record was saved
Vendor	Fixed	Clicking on contacts was opening the form in the wrong mode
Invoice	Fixed	Required fields error
Customer Equipment	Added	Manufacturing part number
Routines	Modified	For ticket emails - removed severity and will use priority from the order, not an issue

.
Date:	07.29.2011	Version SME: 7.1.21.161	DB Version 7.1.21.160
Module	Action	Description	Revised SME Functionality
System	Modified	Saving grid layouts

.
Date:	07.25.2011	Version SME: 7.1.20.159 - SQLink 7.1.20.45	DB Version 7.1.20.157
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Tab order on the labor editor
Dispatch	Fixed	Checking 'Don't show completed items' was clearing other settings
PO	Fixed	Error creating PO from orders
Orders	Fixed	Sales notes not opening from Service/Install
Inventory	Fixed	New items not adding stock to default location
Routines	Fixed	New items not adding stock to default location
Printing	Modified	Changed layout of print packet screen New layout
Customer	Fixed	Finance Charge display not showing rate
Invoicing	Fixed	Error generating finance charges after being in the invoice module
Customers	Modified	Customer deletion process

.
Date:	07.15.2011	Version: SME: 7.1.20.158	DB Version 7.1.20.157
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Check for missing Vendor when creating a PO from an order
Routines	Fixed	Error when updating the last service date on a customer

.
Date:	07.14.2011	Version: SME: 7.1.20.157 - SQLink 7.1.20.157	DB Version 7.1.20.157
Module	Action	Description	Revised SME Functionality
Proposal	Modified	Proposal logic to included functionality to import Price based on Markup in QB
SQLink	Added	Use Proposal Markup flag
Routine	Added	Use Proposal Markup flag logic

.
Date:	07.12.2011	Version: SME: 7.1.19.156	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Calculating taxes on orders for the Canadian version of SME
Routines	Fixed	Calculating taxes on orders for the Canadian version of SME

.
Date:	07.06.2011	Version: SME: 7.1.19.155	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Invoicing	Modified	Partial invoicing logic

.
Date:	07.06.2011	Version: SME: 7.1.19.154	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Dispatch	Added	Zone to dispatch grids
Customer Equipment	Added	Ability to add multiple items to customer equipment from the customer equipment module

.
Date:	06.30.2011	Version: SME: 7.1.19.153	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
Inventory	Added	If saving an inventoried item require a location
System	Added	Require a password to initiate an update
Inventory	Fixed	Link Options using a default override item were showing all items with that QB List ID

.
Date:	06.29.2011	Version: SME: 7.1.19.152	DB Version 7.1.19.152
Module	Action	Description	Revised SME Functionality
System	Fixed	Initial logon when using Windows 7 was causing SME to not launch correctly causing an update to start
Routines	Fixed	Same as above
System	Email	If there's an error setting up the port make a record of the error

.
Date:	06.28.2011	Version: SME: 7.1.19.151
Module	Action	Description	Revised SME Functionality
Orders	Added	Include No Zone - will include locations with blank zones on material item searches if set.	New Setting
Routines	Added	Include No Zone - will include locations with blank zones on material item searches if set.

.
Date:	06.23.2011	Version: SME: 7.1.19.150	DB Version 7.1.18.143
Module	Action	Description	Revised SME Functionality
System/Views	Fixed	Jump to logic stopped working after new records were added
Customer Equipment	Fixed	Duplicate serial number checking dialog
Orders	Fixed	Order screen was blanking out on saving new orders
Orders	Fixed	Location lookup on techs

.
Date:	06.20.2011	Version: SME:7.1.19.149	DB Version 7.1.18.143
Module	Action	Description	Revised SME Functionality
System	Modified	Navigation not hiding Next/Last when the end of the record set was reached.

.
Date:	05.27.2011	Version: SME: 7.1.18.139	DB Version 7.1.18.139
Module	Action	Description	Revised SME Functionality
System	Added	implemented ignore labor - if set, even if labor hours are in inventory, it will not default the flag to generate labor records.
Database	Updated	Added flag to defaupts table
Database	Added	Barcoding table

.
Date:	05.25.2011	Version: SME: 7.1.18.138	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Fixed	Incorrect title in the title bar when clicking on Customer Equipment
Cust Equipment	Fixed	Hide the Action menu if the item tree is empty
Orders	Fixed	Leaving Material Editor after adding broken out packages
Packages	Fixed	Cost & Price not updating correctly
System	Modified	Auto refresh timer causing RecUID not found error when SQL Native Client loses connection with SQL server
Subcontractors	Modified	Change subcontractor history to query more tables for usage info
System	Modified	Added back the straight commission fields for sales person
Invoice	Fixed	Check for PO required on itemized invoices
Inventory	Fixed	Filter on purchase order history
Search View	Modified	If error opening the view = 'Error Restoring Layout' go to the Utilities> View Management> and delete and recreate the view
System	Modified	Removed the reference to numbered version
Maintenance Contracts	Modified	Active filter searching Approved not Active
System	Modified	Master Search filter not working as designed.
Orders	Modified	Check all data tables for empty records prior to deleting or editing records
Setup	Fixed	Deleting payroll and work groups from company lists page
Setup/Users	Modified	Added check for duplicates prior to saving record
Inventory	Modified	Added back allow zero inventory in new stock location
Proposal	Fixed	Approval data getting deleted when converting a proposal
Proposal	Fixed	Customer rates not transferring to proposal on new proposal
Packages	Fixed	Flag check was backwards - breaking out packages when they were not supposed to and not breaking out when they were supposed to

.
Date:	05.24.2011	Version: SME: 7.1.18.137 - SQLink 7.1.18.42	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
Sales	Fixed	Fixed missing field in contacts
SQLink	Modified	Added 'SME - ' prefix to PO Bills going to QB

.
Date:	05.23.2011	Version: SME: 7.1.18.136	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	No Action	Decimals in SME. No change - only for calculations
Orders	No Action	Autodeliver flag - ONLY sets allocated, non serialized items to delivered. reserved items are always set to delivered. Check your item status.
System	Search	Order Number search not locating orders
Custom Tabs	Modified	Boolean fields automatically checked
Vendor	Fixed	Error clicking on contacts - field not found
Maintenance Contracts	Fixed	Error message when switching to attached proposals

.
Date:	05.16.2011	Version: SME: 7.1.18.135	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
RMA	Fixed	RMA - error on opening the dataset
Customer Equipment	Fixed	Adding new records causing open data set error
Customer Equipment	Fixed	Lost look-up error
RMA	Fixed	Prompt to close RMA

Date:	05.13.2011	Version: SME: 7.1.18.134	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Modified	View functionality - Navigation is not scrolling or selecting info correctly when in a view or changing a view

.
Date:	05.12.2011	Version: SME: 7.1.18.133	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Modified	All triggers to improve speed and functionality
Invoice	Fixed	Linking between material items on invoices
Invoice	Modified	Item selection regarding partial invoicing	Can no longer pick specific items - handled by logic

.
Date:	05.10.2011	Version: SME: 7.1.18.132 - SQLink 7.1.18.41	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
Routines	Fixed	If an item status is 'On Order' and it is changed to 'Delivered' then go to a PO tied to the order and receive the item. Stock will not be added to inventory - only linking records are updated.	User is no longer required to manually check if an item is available for the order. This will be referred to as 'Direct Delivery' of the item.
SQLink	Added	When exporting bills for purchase orders include 'direct delivery' items.
Invoicing	Fixed	Infinite loop when processing Partial invoices.

.
Date:	05.10.2011	Version: SME: 7.1.18.131	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
System	Fixed	Dates on views can cause the view to malfunction and error switching modules in SME.
Dispatch	Fixed	Bug in function library 'minutes between' would recalculate time to .98 instead of 1.00. hours.
Routines	Modification	Reverted back to checking the 'Export Sub Bill' on the invoice when creating an invoice from orders.	Will now set the flag.

.
Date:	05.09.2011	Version: SME: 7.1.18.130	DB Version 7.1.18.130
Module	Action	Description	Revised SME Functionality
Purchase Order	Fixed	Lost quick jump on PO items.
Customers	Modified	Set 'Is Billable' flag to disabled unless record is in edit mode.
System	Added	Auto Deliver flag	When set will attempt to 'Auto Deliver' allocated items on order close
Routines	Added	Auto Delivery flag

.
Date:	05.06.2011	Version: SME: 7.1.18.129 - SQLink 7.1.18.40	DB Version 7.1.18.127
Module	Action	Description	Revised SME Functionality
Invoice	Modified	Partial item selection modifications.
Orders	Fixed	Sort order on Subcontractor drop downs
System	Orders	PO export flag not getting set on creating an invoice.	Export Bill flag is not set due to recent functionality changes
SQLink	Fixed	Bad field name error when exporting negative invoices
SQLink	Fixed	Query for exporting subcontractor POs.
SQLink	Fixed	Messages not displaying after pressing the 'Clear' button.

.
Date:	05.04.2011	Version: SME: 7.1.18.128 - SQLink 7.1.18.39	DB Version 7.1.18.127
Module	Action	Description	Revised SME Functionality
System	Fixed	Batch Printing of invoices when a parameter is in use.
System	Fixed	Saving grid settings when doing module changes without changing the tab.
Orders/Labor	Modified	IF labor record is in insert mode, automatically reset the service item(and price book) if tech changes even if it's already been set.
SQLink/Proposal	Modified	Initially import proposals in 6 month(vs 1 year) batches.
Work Flow	Modified	Do not require edit mode for drop downs to drop down.

.
Date:	05.03.2011	Version: SME: 7.1.18.127 -	DB Version 7.1.18.127
Module	Action	Description	Revised SME Functionality
System/Users	Added	Outgoing email to user profiles.
Invoice/Recurring	Modified	When generating recurring invocices save resultant UIDs to a temp table instead of a variable.
Routines	Fixed	File list for recurring invoices which was causing the generation to error out.

.
Date:	05.02.2011	Version: SME: 7.1.18.126 - SQLink 7.1.18.39	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
System	Fixed	Batch printing when parameters are in use.
System	Fixed	Saving grids settings when changing modules without leaving that tab.
Orders/Labor	Modified	Change service item and price book when tech changes.
SQLink	Modified	Import Proposals in 6 month increments.
Work Flow	Modified	Do not require edit mode to display dropdown fields selection.

.
Date:	04.28.2011	Version: SME: 7.1.18.125	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Sort Order on Service Items in labor editor
Purchase Orders	Fixed	Item not adding correctly if it was in Vendor items
System	Modified	Filter modifications for speed improvements

.
Date:	04.27.2011	Version: SME: 7.1.18.124 - SQLink 7.1.18.38	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Custom Fields	Fixed	Adding view filter to custom fields and then applying module fields error.
System	Fixed	Update files
SQLink	Fixed	Update files

.
Date:	04.26.2011	Version: SME: 7.1.18.123	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Customer Equipment not initialized with shelf, bin, hardware, software versions when allocated.
Purchase Order	Fixed	Display all ship to address information
Purchase Order	Fixed	Location not refreshing before copying shipping address
Invoice	Added	Prompt when saving invoice with no terms

.
Date:	04.25.2011	Version: SME: 7.1.18.122 - SQLink 7.1.18.36	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Inventory	Fixed	Table not opening error on packages
System	Modified	Importing - no longer show 'Blob' when importing memo fields
SQLink	Added	IF not initializing billing address, AND invoice already exists, THEN save the billing address, and reuse it when exporting

.
Date:	04.20.2011	Version: SME: 7.1.18.121 - SQLink 7.1.18.36	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
Vendor	Fixed	History refresh issue
Inventory	Fixed	Double click on PO item not jumping to the correct PO
System	Fixed	Default settings for 'To be Emailed' & 'To be Printed' will be set to false on data conversion from 7.0.
Orders	Modified	When terms are required present a dropdown list

.
Date:	04.20.2011	Version: SME: 7.1.18.120 - SQLink 7.1.18.36	DB Version 7.1.18.120
Module	Action	Description	Revised SME Functionality
SQLink	Fixed	Live update was not working
Projects	Fixed	Deleting a Project
Inventory	Fixed	Bin & Shelf holding values
Inventory	Added	Software Version/Hardware Version

.
Date:	04.20.2011	Version: SME: 7.1.18.119 - SQLink 7.1.18.35	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
SQLink	Added	Status line when exporting Service Items
Orders	Fixed	Jump to Inventory when not on a Materials Tab
System/Documents	Fixed	Retrieval Query attempting run multiple times
System/Documents	Fixed	Timing issues with retrieving the docs
System/Documents	Fixed	Search when viewing results from docs list
System/Setup	Added	Ability to lock sales person on Proposal/Orders	New check box in Setp> Company

.
Date:	04.19.2011	Version: SME: 7.1.18.118	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
Orders/Invoices	Fixed	Assigned to lists not filling when in edit mode
PO	Fixed	PO item table not open error when saving PO
Orders/Proposals	Fixed	Add quick labor button

.
Date:	04.18.2011	Version: SME: 7.1.18.117 - SQLink: 7.1.18.34	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
Routines	Added	Manufacture number to customer equipment
Routines	Added	When saving add vendor name to customer equipment
SQLink	Modified	Allow all charecters except ':' colon to sync on names fields
SQLink	Modified	Prelive Update method - not updating with code
Customer Eq	Fixed	Add service from context menu
Vendor	Fixed	Subcontractor history not showing
Vendor	Added	Vendor link to customer equipment	New functionality
.
Date:	04.15.2011	Version: SME: 7.1.18.117	DB Version 7.1.18.117
Module	Action	Description	Revised SME Functionality
System	Added	Fields for government operations
System	Modified	All Date conversion routines to better handle international date formats
PO	Fixed	Error when saving a PO

.
Date:	04.14.2011	Version: SME: 7.1.17.116	DB Version 7.1.17.115
Module	Action	Description	Revised SME Functionality
Archiving	Modifying	Reviewing archiving functionality
Routines	Fixed	Adding records when SME is not syncing with QuickBooks
.
Date:	04.13.2011	Version: SQLink 7.1.17.32	DB Version 7.1.17.115
Module	Action	Description	Revised SME Functionality
SQLink	Added	Field to import fields not linked to inventory or service items in SME
SQLink	Added	Fields to maintain business types
SQLink	Modified	Proposal import logic

.
Date:	04.12.2011	Version: SME: 7.1.17.115 - SQLink: 7.1.17.31	DB Version 7.1.17.115
Module	Action	Description	Revised SME Functionality
Proposal	Modified	Commissions now pulled from Price Books
System	Users	Removed commission settings from views
SQLink	Added	Business types import/export logic
SQLink	Modified	Importing proposal logic for non inventory/service items
.
Date:	04.11.2011	Version: SME: 7.1.16.114 - SQLink: 7.1.17.31	DB Version 7.1.16.114
Module	Action	Description	Revised SME Functionality
System	Fixed	Conversion from 7.0 lockup
Routines	Modified	Speed up conversion from 7.0
System	Implemented	Limit services flag.	See link above for info
Dispatch	Added	Lock dispatch flag to user groups	If set a user cannot modify Dispatch records
Setup	Added	Limited Service flag to system setup
SQLink	Added	QB ID to business types table for SQLink	If set will export business types

.
Date:	04.07.2011	Version: SME: 7.1.16.113 - SQLink: 7.1.17.30	DB Version 7.1.15.111
Module	Action	Description	Revised SME Functionality
Proposal	Fixed	Proposal label for export
Proposal	Added	Hyper link for customers - jump to customer if exists - or else jump to Sales
Proposal	Fixed	Creating labor records
Recurring Orders	Fixed	Creating service item records when a price book is defined
Sales	Added	Added Sales table to list of tables to propagate addresses
System	Added	When adding addresses also add phone, email, contact name, etc..
SQLink	Added	PO date from received date option	New setting in SQLink

.
Date:	04.06.2011	Version: SME: 7.1.15.112 - SQLink: 7.1.15.29	DB Version 7.1.15.111
Module	Action	Description	Revised SME Functionality
SQLink	Modified	Removed option for closed orders
System	Fixed	Outlook style menu bar was not hiding correctly
Customer	Fixed	Using phone number for account setting and checking for duplications
Dispatch	Added	Include city in the name headers as; Name-Status:City
.
Date:	04.05.2011	Version: SME: 7.1.15.111 - SQLink: 7.1.15.29	DB Version 7.1.15.110
Module	Action	Description	Revised SME Functionality
Orders	Fixed	Item discounts will be after tax discounts
System	Modified	If no default for zone is found (whether zone is specified or not), force system default location

.
Date:	04.04.2011	Version: SME: 7.1.15.110 - SQLink: 7.1.15.28	DB Version 7.1.15.110
Module	Action	Description	Revised SME Functionality
Routines	Modified	Discount logic - when caculating by item taxes reduce the item discount before the tax discount
Recurring Order	Fixed	New order was not properly created when the same Recurring order is generated more that once, in the same date range, in sequence…
System	Fixed	Reworked compliance check. Tech fails if is missing any certification linked to compliance
Recurring Order	Added	Information that the data is being generated
System	Added	Complaince Code Editor	New functionality
Proposal	Fixed	Editing proposals that have been exported to QuickBooks
SQLink	Added	Global discount bucket on item taxes

.
Date:	04.01.2011	Version: SME: 7.1.15.109 - SQLink: 7.1.15.27	DB Version 7.1.15.110
Module	Action	Description	Revised SME Functionality
PO	Fixed	First time a tracking number was entered, it was 'seen' as blank when clicking the button to add it to the list.
Vendors	Fixed	Set the grid when changing tabs
Orders	Added	Flags to export subcontractor bills on closed orders	Change - use to only export on Invoices
Orders	Added	Prompt to re-export if the Bill has already been exported
Invoices	Added	Copy order flag setting to invoices
System	Added	Duplication checks for serial numbers	will prompt user to enter if a dup is found
SQLink	Added	Export of Closed Bills
SQLink	Modified	If a bill has been exported only delete for the specific order and not on combined orders
Orders	Added	When saving a Labor record prompt to re-export

.
Date:	03.31.2011	Version: SME: 7.1.15.108 - SQLink: 7.1.15.26	DB Version 7.1.15.108
Module	Action	Description	Revised SME Functionality
System	Custom Fields	Added logic for partner discounts
SQLink	Modified	Screen layout
.
Date:	03.30.2011	Version: SME: 7.1.15.108 - SQLink: 7.1.15.26	DB Version 7.1.15.108
Module	Action	Description	Revised SME Functionality
System	Modified	Discount logic
SQLink	Modified	Discount logic handling
System	Added	Item Discount fields to Price Books (Formerly known as Partner Discounts

.
Date:	03.28.2011	Version: SME: 7.1.14.107 - SQLink: 7.1.15.25	DB Version 7.1.14.107
Module	Action	Description	Revised SME Functionality
System	Fixed	Listing all techs without emails if Work Flow was turned on
Sdispatch	Modified	Removed tasks from activities
Proposals	Fixed	Popup when doing a right click on servreq/performed in proposals after being in orders
Orders	Fixed	Missing datasource on serices in tab order
System	Fixed	Speed issues adding common services to orders
Recurring Orders	Fixed	Date on the service item was not set to current date on generation
SQLink	Fixed	deletion of items causing unrelated items to be deleted
Proposals	Modified	Do not export a QB proposal back to QB	One way sync
Proposals	Modified	Item handling

.
Date:	03.25.2011	Version: SME: 7.1.13.106	DB Version 7.1.13.106
Module	Action	Description	Revised SME Functionality
System	Modified	Modified tranvesing modules to enhance speed issues on some networks.
System	Fixed	Quick views on proposals, orders, invoices, & payments
System	Modified	Include techs with blank zones to lookups
Invoice	Fixed	Note menu
Order	Fixed	Note menu
Order/Invoices	Fixed	Lock Tax functionality

.
Date:	03.24.2011	Version: SME: 7.1.13.106	DB Version 7.1.13.105
Module	Action	Description	Revised SME Functionality
System	Modified	Modified tranvesing modules to enhance speed issues on some networks.

.
Date:	03.23.2011	Version: SME: 7.1.13.105 - SQLink 7.1.13.24	DB Version 7.1.13.105
Module	Action	Description	Revised SME Functionality
Proposal	Added	Fields to support Proposal Export to QB	Proposals export to QB
SQLink	Added	Proposal export logic
Activities	Fixed	Alarms not firing
System	Modified	Started modifying tranvesing modules to enhance speed issues on some networks.

.
Date:	03.22.2011	Version: SME: 7.1.12.104	DB Version 7.1.13.105
Module	Action	Description	Revised SME Functionality
Activities	Fixed	Alarm timer
Recurring Orders	Fixed	Search Views causing program to lock up
Customer	Fixed	Jump to recurring order from history error
Customer	Fixed	Maintenance Search lock up
Proposal	Added	Proposal fields to allow proposal export
Dispatch	Added	Flag to hide some service items in dispatch
Customer	Fixed	Refresh from Billing when changing billing on a customer

.
Date:	03.21.2011	Version: SME: 7.1.12.103	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
Routines	Modified	String text handling for importing to Service table
.
Date:	03.18.2011	Version: SME: 7.1.12.102 - SQLink 7.1.12.23	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
System	Modified	Update logic
SQLink	Modified	API thread handling

.
Date:	03.17.2011	Version: SME: 7.1.12.101	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
Contacts	Fixed	Updating phone numbers when modyfing contacts
Customer	Fixed	Jump to Scheduled Service and edit or create a new service
System	Modified	Hot Key for adding Journal Notes	CTRL+ALT+N
Orders	Fixed	Vendor was not showing for non inventory items
Payments	Fixed	Reducing payment amount when clearing an invoice

.
Date:	03.16.2011	Version: SME: 7.1.11.99 - SQLink 7.1.11.22	DB Version 7.1.11.99
Module	Action	Description	Revised SME Functionality
System	Added	Land on grid logic. If set will land in the grid instead of the filter row	New system User setting
System	Added	Hot key functioality	"Ctrl + Shift + T - jumps to details tab (if you aren't already there), adds new text Ctrl + Shift + L - adds new labor Ctrl + Shift + M - adds material Ctrl + Shift + P - Adds Package Ctrl + Shift + S - Adds Service Item Ctrl + Shift + E - Edits item (only from details page) Ctrl + Shift + D - deletes item (only from details page)"
SQLink	Added	Ignore SME Bill Address when exporting invocies and Proposals	New setting in SQLink
SQLink	Fixed	Exporting bills and POs when the customer is missing the QB ID

.
Date:	03.14.2011	Version: SME: 7.1.11.98 - SQLink 7.1.11.21	DB Version 7.1.9.90
Module	Action	Description	Revised SME Functionality
Payments	Fixed	Not always setting the payment properly on the invoice
SQLink	Added	Auto Process to the Process Menu	When set SQLink will run process in a loop beginning with the first process and starting over when the last process has completed.

@@ Line 1: / Line 1: @@
 <font size="medium">'''PROGRAM REVISION HISTORY for SME 7'''</font>
-Click Here for [[Revision History for SME8 or SME 8]]
+Click Here for [[8.0 Revision History]]
 {| width="958"
@@ Line 22: / Line 22: @@
 | 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" | Customer Propagate - moved to Single User and Tech Code
+| 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: 269pt" width="359" |
 |- style="height: 15pt"

Difference between revisions of "Revision History"

Latest revision as of 16:18, 7 January 2014

Navigation menu

Search