SME 7.1 - New features and functionality

NEW SME 7.1 FEATURES

Inventory Allocation

SME 7.1 introduces a new window called the Material Allocation window which allows users to more quickly see what inventory is needed and reserve parts for orders. You can view the demand for all inventory items across all orders, view demand for a specific inventory item, or view demand on specific orders. Click Material Allocation to see how to use the new window.

Allocated and Unallocated inventory tracking is added to improve your understanding of what is needed for an order. Click Inventory Stock Levels to learn more.

Changes to the Dispatch Window

The Dispatch window in 7.1 provides more flexibility with viewing your open orders and unassigned orders that need to be scheduled. You can setup different layouts in dispatch and choose which columns you are viewing on the order tabs.

Click Dispatch Window - New features in 7.1 to watch a video on the new dispatch window.

Click SME - Dispatch Window to read the wiki book.

Quick Schedule

Quickly schedule a technician from the Details and Settings tab on an order. Reduce clicks and schedule faster.

Click Quick Schedule to learn how.

Search Window

SME 7.1 provides an easy way to filter your search window. Click Search Window - 7.1 to see how to use the new search window.

pan style="color: rgb(255, 102, 0);">New way to manage columns on grids

SME 7.1 provides an easy way to rearrange the order of columns on grids. You can also quickly remove columns from the grid.

Click manage columns to learn how.

User Groups

The user interface has been redesigned in the Setup module > User Groups. Click User Groups Setup - new design to learn more.

In SME 7.1 you can now arrange the order of tabs in modules and hide tabs by user group. Click Hide and change the order of tabs in modules to learn how.

Custom Tabs and Fields

You now have the ability to add custom tabs with custom fields in SME 7.1. You select the type of field you are creating and give it any name you want. In the search window you can sort and filter on the custom fields. You can also apply access levels to the custom fields to restrict user groups from seeing the field.

Click Custom Fields now available in 7.1 to learn more.

Batch Print/Email Invoices

Batch Print/Email Invoices provides an easy way to print or email groups of your invoices quickly. Click batch print to learn more.

Journal Notes - a new way to enter notes

Journal Notes allow you to enter notes that can be tagged as "type" and locked in once entered. Users can enter these notes with a type, subject, and body. Once the notes are saved they are permanent record.

Click Journal Notes - a new way to enter notes in SME to learn more.

Warehouse and Business Unit Zones

Improved warehouse management to assign warehouses to zones where the zones can represent different regions or business units.

Click zones to learn more.

Commissions by Item

Set commission rates on an item by item basis using Price Books. Click Commissions by Items to learn more.

User Log in Log out Tracking

SME 7.1 provides you with the ability to track when your users log in and log out of SME.

Click log tracking to learn more.

PROGRAM REVISION HISTORY

. 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.