SME 7.1 – Revision History

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PROGRAM REVISION HISTORY for SME 7

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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


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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)


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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.
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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


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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
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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


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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
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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
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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
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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


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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
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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
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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


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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


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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.


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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


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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.
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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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
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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
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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
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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
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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.