Editing SME 8.0 – New Features & Functionality

==Features==
<br><span style="color: rgb(255, 102, 0);">All notes fields changed from RTF to HTML</span>
<br>All reports are also converted including custom reports.
<br> New editor for notes to support HTML
<br>Automatically converts fields from RTF to HTML upon upgrade

<br>Notice on the Work Requested tab, the right click menu changed. To apply formatting to your text, you need to right click and select '''Edit''' (image below)
<br>[[File:RightClickMenuOptionChange.png]]
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<br><span style="color: rgb(255, 102, 0);">Hierarchical Classes.  Class and subclass handling</span>
<br>If class and subclass are setup in QB this will sync into SME with this hierarchy
<br>Lookup icon next to classes to see the hierarchy.  Full name uses colon : to separate class and subclasses.
<br>[[File:ClassSearchWindowChange.png]]
<br>Drop down shows as Class:Subclass:Sub-Subclass like in the image below.
<br>[[File:ClassParentThenChild.png]]


<br><span style="color: rgb(255, 102, 0);">Totals Tab Shows Profit Margin</span>
<br> Profit Margin (Gross Margin percent) on Totals in Proposals, Service Orders, Install Orders and Invoices     
<br> Consistent totals screen in proposals, orders, invoices
<br>Profit Margin available in all these areas (proposals, orders, invoices)
<br>[[File:ServiceOrderTotalsTabChange.png]]

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<br><span style="color: rgb(255, 102, 0);">Billing hours rounding</span>
<br>Billing hours rounding:  Able to set the billing hours increment in minutes and allow roundup or normal math rounding. This is in Setup>Company>System along with the dispatch and hours settings.
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<br><span style="color: rgb(255, 102, 0);">Auto- reserve non-serialized items</span>
<br>Auto-reserve items that are not serialized option.  This will simplify inventory allocation so that non-serialized inventory items do not need to be picked or reserved.
<br>[[File:AutoReserveNonSerializedItemsOption.png]]

<br><span style="color: rgb(255, 102, 0);">Default Export option to send only Billing Customers to QuickBooks</span>
<br>If you want to only sync the new Billing customers you create from SME to QuickBooks, you will want to check '''Billing Company Only''' in Setup > Company > Order (image below)
<br>[[File:DefaultExportNewCustomers_BillingOnly.png]]

<br><span style="color: rgb(255, 102, 0);">Customer Lists tab on contracts</span>
<br>Customer Lists and Customer History now shows in  Maintenance Contracts   
<br>Allows users to see customer lists and history including custom fields without having to jump to the customer
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<br><span style="color: rgb(255, 102, 0);">Time Tracking Table</span>
<br>Added separate table for time tracking called taskdetail that can be connected to order and ordertask (labor item)
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<br><span style="color: rgb(255, 102, 0);">Billing Status changes</span>
<br> Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours.  
<br> Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”
<br>Billing status can be set as default in following areas:
<br>- Setup>Company>Customer Defaults>Rates and Charges Defaults.  This will allow setting of a default billing status for any newly generated customers.
<br>- Customer>Rates.  Once set all orders created for this customer will have this default billing status
<br>- Service or Install Orders>Details and Settings.  Once billing status is set, all new labor created will use this billing status but it can be changed.
<br>-Service or Install Orders>Order Items>Labor.  
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<br><span style="color: rgb(255, 102, 0);">Packages</span>
<br> Packages are now always broken out into line items. If you do not want the Pack Items to show on your "order item" reports, you can check "internal use" on the Details tab of the Package. The Pack Items would then get the "print hide" flag checked. 
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<br><span style="color: rgb(255, 102, 0);">PO receive now reversible</span>
<br>[[File:ReverseReceipt.png]]
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<br><span style="color: rgb(255, 102, 0);">GL entry changes</span>
<br>Modifications to cost on PO items get sent to qb GL adjustments (if GL entries are being used)
<br>Invoices deleted in SME will remove the GL entries in QB on sync
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<br><span style="color: rgb(255, 102, 0);">Internal Use Flag</span>
<br> ‘Internal use’ flag on line items = print hide on orderdetails.

<br><span style="color: rgb(255, 102, 0);">Creating and Editing Custom Fields</span>
<br>To edit or create custom fields, SME must be in single user mode. The other users must log out of SME.

<br><span style="color: rgb(255, 102, 0);">Propagate to Order</span>
<br>To propagate a customer address change to orders, SME must be in single user mode. The other users must log out of SME. If all users are not logged out, you will get this message:
<br>[[File:Propagate SingleUserMode.png]]

<br><span style="color: rgb(255, 102, 0);">Voiding Orders</span>
<br>You can no longer delete service or install orders. When you click the Delete/Void button the order moves to "closed" and the Billing Status moves to "Voided". The order will stay in your "closed" list of orders.