SME 7.2 New Features
Below are the new features to review for user updating form SME 7.1 to 7.2. If you would like to setup training to help learn the new features, email training@h5sw.com.
Hierarchical Order Items
On the Order Item tab on a service or install order, you can arrange your items into a parent/child hierarchy to help organize the items. You won't be able to drag the items to rearrange the order, you will need to create a hierarchy to arrange order.
http://high5software.com/mediawiki/index.php?title=Service_%26_Install_Orders#Add_Text_for_Grouping_and_Subtotaling_Items
Bill of Materials for Customer Equipment
On the Order Items tab on a service/install order, you will see a new button for "Add BOM".
http://high5software.com/mediawiki/index.php?title=Service_%26_Install_Orders#New_from_BOM
Create PO for Selected Items
A new method for creating purchase orders from service/install orders was added. Allows you to select which items you want to place on a PO.
http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Create_PO_for_Selected_Items
Packages
Packages have been reworked in 7.2. Click the link below to learn more.
http://high5software.com/mediawiki/index.php?title=Packages
Journal Notes Formatting
Adding a Journal note changed to Add User Note. Viewing all User notes click Notes > View User Notes instead of View Journal Notes.
http://high5software.com/mediawiki/index.php?title=Notes#User.2F_Journal_Notes
Customers - Propagate to Orders and Related
Update related now updating all Order records, Recurring Invoices & Recurring Orders including Zones
http://high5software.com/mediawiki/index.php?title=Customers#Updating_Site_and_Billing_Address_in_SME
SLA Category - Add functionality to set due date on order
http://high5software.com/mediawiki/index.php?title=SLA_Category
User Groups
Permission to delete customer equipment. User Group > Administrative Clearances Tab > Can Delete Equipment
http://high5software.com/mediawiki/index.php?title=File:AdministrativeClearancesTab.jpg
Labor Editor - Flag for exporting timesheet
Exposed the Labor QBExport flag. New option allowing labor export to be set to happen when entered or to be set by the user when the order is processed.
http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29
Order Status Name Change
Relabeled wording on orders that have been invoiced and then edited. Old wording - Partial Invoice - new wording - Partially Invoiced = combined order that was invoiced and has been edited reopening the order. Order MUST be edited and Saved for wording to change.
Customer Lists
Added Docs to the Item editor for Customer Equipment
http://high5software.com/mediawiki/index.php?title=File:CustomerEquipment_StoredDocumentsTab.png
System Order
Flag to update the Order Assigned to based on the last edited Tech on the order
http://high5software.com/mediawiki/index.php?title=Company#Order_Options
GL Entry Option - this setting should be checked for companies that have inventory items in SME only (not in both SME & QB)
System setting to generate GL entries in QB when exporting PO/Bills for Inventory items kept in SME only
http://high5software.com/mediawiki/index.php?title=Maintaining_Inventory_in_SME_-_Use_General_Ledger_Entries_for_Default_Material
Tax Exempt setting on customer
Tax Exempt logic to correctly handle tax exempt customers
http://high5software.com/mediawiki/index.php?title=Customers#Rates_Tab
Material Color Coding on Order ITems tab
Order Items tab color is now working correctly for items on Purchase Order
http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Order_Item_Tab_-_Color_Coding_Material
Payments processing module
In the Setup module, you will see a section called Payment processing. This is related to an add on product for SME for Point of Sale.
http://high5software.com/mediawiki/index.php?title=Company#Payments_Gateway
Recurring Orders - Can create custom fields for Recurring Orders
http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders
Recurring Orders - can now generate Install orders instead of only service orders
http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Create_a_Recurring_Order
Recurring Orders - added Item Repair tab to Recurring Orders
http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab
Labor Editor - if wage is not defined, initialize labor cost from service item on new records
In the Labor Editor, if you want the cost of the service item selected on the labor to overwrite the Payroll Item cost, you will need to set the "Override payroll cost from service item" on labor records option in Setup > Company > Orders.
http://high5software.com/mediawiki/index.php?title=Labor_Editor_Defaults#Labor_Unit_Cost_Defaults
Inventory Defaults - Implemented "no cost update flag" and "force jit" flag for inventory defaults
http://high5software.com/mediawiki/index.php?title=Company#Inventory
Automated Outgoing Email - Publish button to the Today's labor tab for outgoing email
If you are using Automated Outgoing Email for SME and letting the labor sent out meeting requests to your techs when you schedule labor for them, there is a new setting in dispatch on the Today's Labor tab.
http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Meeting_Requests_for_Labor_Scheduled
SQLink Setting - Option to not sync inventory
Added option to 'not' sync inventory between SME & QB
SQLink > Import Export Options tab> Do not import or export inventory
http://high5software.com/mediawiki/index.php?title=File:ImportExportOptionsTab1.png
Purchase Orders
Use shipping email from Setup > System> Inventory. If no address there, use company address in Setup > Company > Company Information
http://high5software.com/mediawiki/index.php?title=Company#Inventory
Use Strict Inventory Control
If “Use Strict Inventory Control” is checked in Setup > System > Inventory then you cannot invoice an order with jit or allocated items. Stock must be reserved for items before you can invoice the order.
http://high5software.com/mediawiki/index.php?title=Company#Inventory
Inventory Snapshot
If SME setup to take an inventory snapshot, then the SnapShot tab on the inventory item will show the details for the item based on the frequency chosen.
http://high5software.com/mediawiki/index.php?title=Company#Inventory
Inventory Default Settings
Set default inventory settings in Setup > Company > Inventory for Force Jit and Don’t update cost when receiving from PO
http://high5software.com/mediawiki/index.php?title=File:InventoryDefaults_Setup.png
Option to show Subcontractor in vendor drop down in Item Editor
If Include Subcontractors for item vendors is checked, vendors that are subcontractors will show in the vendor drop down in the Add Item to Order window.
http://high5software.com/mediawiki/index.php?title=File:Setup_INventory_INcludeSubsInVendorDropdown.png
Search Views
You can no longer save over the default search view and will be prompted to give a new search view a different name.
Improved Activity Handling
When an activity you created for yourself or another user assigned to you is due, the activity will show in the alert section. You can quickly click the alert to open the activity.
http://high5software.com/mediawiki/index.php?title=Activities#Alerts_section
Rental Items on Orders
If you rent material to customers, you can reserve serialized items on orders and then return them using the barcode button at the top of SME
http://high5software.com/mediawiki/index.php?title=Rental_Items_on_Orders