Editing 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. 

<br>'''Hierarchical Order Items'''
<br>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.
<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>On the Order Items tab on a service/install order, you will see a new button for "Add BOM".
<br>http://high5software.com/mediawiki/index.php?title=Service_%26_Install_Orders#New_from_BOM

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

<br>'''[[Packages]]'''
<br>Packages have been reworked in 7.2. Click the link below to learn more.
<br>http://high5software.com/mediawiki/index.php?title=Packages

<br>'''Journal Notes Formatting'''
<br>Adding a Journal note changed to Add User Note.  Viewing all User notes click Notes > View User Notes instead of View Journal Notes.
<br>http://high5software.com/mediawiki/index.php?title=Notes#User.2F_Journal_Notes

<br>'''Customers - Propagate to Orders and 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''' - this should be checked for companies that have inventory items in SME only (not in both SME & QB)
<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>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.
<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 to Recurring Orders'''
<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>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.
<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>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.
<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>'''Improved Activity Handling'''
<br>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.
<br>http://high5software.com/mediawiki/index.php?title=Activities#Alerts_section

<br>'''[[Rental Items on Orders]]'''
<br>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
<br>http://high5software.com/mediawiki/index.php?title=Rental_Items_on_Orders