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 for scheduling workersto 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 Scheduleto learn how.

 

Search Window

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

 

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 Itemsto 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

 

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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

.
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

 

.
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.

 

.
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.

 

.
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

 

.
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

 

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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

 

.
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

 

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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
.
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
.
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

 

.
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
.
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

 

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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

 

.
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.

 

.
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
.
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

 

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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.