Editing SME 7.2 New Features

Changes for user updating form 7.1. If you would like to setup training to help learn the new features, email training@h5sw.com. 


<br>'''Hierarchical Order Items'''
<br>http://high5software.com/mediawiki/index.php?title=Service_%26_Install_Orders#Add_Text_for_Grouping_and_Subtotaling_Items

<br>'''Bill of Materials for Customer Equipment'''
<br>http://high5software.com/mediawiki/index.php?title=Service_%26_Install_Orders#New_from_BOM

<br>'''Create PO for Selected Items'''
<br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Create_PO_for_Selected_Items

<br>'''[[Packages]]'''
<br>http://high5software.com/mediawiki/index.php?title=Packages

<br>'''Journal Notes Formatting'''
<br>http://high5software.com/mediawiki/index.php?title=Notes#User.2F_Journal_Notes

<br>'''Customers - Propagate to Orders / Related'''
<br>Update related now updating all Order records, Recurring Invoices & Recurring Orders including Zones
<br>http://high5software.com/mediawiki/index.php?title=Customers#Updating_Site_and_Billing_Address_in_SME

<br>'''[[SLA Category]] - Add functionality to set due date on order'''
<br>http://high5software.com/mediawiki/index.php?title=SLA_Category

<br>'''User Groups'''
<br>Permission to delete customer equipment. User Group > Administrative Clearances Tab > Can Delete Equipment
<br>http://high5software.com/mediawiki/index.php?title=File:AdministrativeClearancesTab.jpg

<br>'''Labor Editor - Flag for exporting timesheet'''
<br>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.
<br>http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29

<br>'''Order Status Name Change'''
<br>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.

<br>'''Customer Lists'''
<br>Added Docs to the Item editor for Customer Equipment
<br>http://high5software.com/mediawiki/index.php?title=File:CustomerEquipment_StoredDocumentsTab.png

<br>'''System Order'''
<br>Flag to update the Order Assigned to based on the last edited Tech on the order
<br>http://high5software.com/mediawiki/index.php?title=Company#Order_Options

<br>'''GL Entry Option'''
<br>System setting to generate GL entries in QB when exporting PO/Bills for Inventory items kept in SME only
<br>http://high5software.com/mediawiki/index.php?title=Maintaining_Inventory_in_SME_-_Use_General_Ledger_Entries_for_Default_Material

<br>'''Tax Exempt setting on customer'''
<br>Tax Exempt logic to correctly handle tax exempt customers
<br>http://high5software.com/mediawiki/index.php?title=Customers#Rates_Tab

<br>'''Material Color Coding on Order ITems tab'''  
<br>Order Items tab color is now working correctly for items on Purchase Order
<br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Order_Item_Tab_-_Color_Coding_Material

<br>'''Payments processing module'''
<br>http://high5software.com/mediawiki/index.php?title=Company#Payments_Gateway

<br>'''Recurring Orders - Can create custom fields for Recurring Orders'''
<br>http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Custom_Fields_on_Recurring_Orders

<br>'''Recurring Orders - can now generate Install orders instead of only service orders'''
<br>http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Create_a_Recurring_Order

<br>'''Recurring ORders - added Item Repair tab'''
<br>http://high5software.com/mediawiki/index.php?title=Recurring_Orders#Linking_Customer_Equipment_to_Item_Repair_tab

<br>'''Labor Editor - if wage is not defined, initialize labor cost from service item on new records'''
<br>http://high5software.com/mediawiki/index.php?title=Labor_Editor_Defaults#Labor_Unit_Cost_Defaults

<br>'''Inventory Defaults - Implemented no cost update flag and force jit flag for inventory defaults'''
<br>http://high5software.com/mediawiki/index.php?title=Company#Inventory

<br>'''Automated Outgoing Email - Publish button to the Today's labor tab for outgoing email'''
<br>http://high5software.com/mediawiki/index.php?title=Automated_Email_for_SME#Outgoing_Meeting_Requests_for_Labor_Scheduled

<br>'''SQLink Setting - Option to not sync inventory'''
<br>Added option to 'not' sync inventory between SME & QB
<br>SQLink > Import Export Options tab> Do not import or export inventory
<br>http://high5software.com/mediawiki/index.php?title=File:ImportExportOptionsTab1.png

<br>'''Purchase Orders'''
<br>Use shipping email from Setup > System> Inventory. If no address there, use company address in Setup > Company > Company Information
<br>http://high5software.com/mediawiki/index.php?title=Company#Inventory

<br>'''Use Strict Inventory Control'''
<br>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.
<br>http://high5software.com/mediawiki/index.php?title=Company#Inventory

<br>'''Inventory Snapshot'''
<br>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.
<br>http://high5software.com/mediawiki/index.php?title=Company#Inventory

<br>'''Inventory Default Settings'''
<br>Set default inventory settings in Setup > Company > Inventory for Force Jit and Don’t update cost when receiving from PO
<br>http://high5software.com/mediawiki/index.php?title=File:InventoryDefaults_Setup.png

<br>'''Option to show Subcontractor in vendor drop down in Item Editor'''
<br>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.
<br>http://high5software.com/mediawiki/index.php?title=File:Setup_INventory_INcludeSubsInVendorDropdown.png

<br>'''Search Views'''
<br>You can no longer save over the default search view and will be prompted to give a new search view a different name.

<br>Rental Business Handling


<br>Improved Activity Handling