Editing SME 8.0 - New Features and Functionality

<br>'''Notes'''
<br>All notes fields changed from RTF to HTML
<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>'''Classes'''
<br>If you login and the page flickers but doesn't log in, you should be able to minimize (pressing "Home" button on app, not the back button which may prompt you to quit) and re-open the app, and it will often load the orders in.

<br>'''Profit Margin on Totals Tab'''
<br>Consistent totals screen in proposals, orders, invoices
<br>Profit Margin available in all these areas
<br>Proposal Totals Tab:
<br>[[File:Proposal_TotalsTab.png]]
<br>Orders Totals Tab:
<br>[[File:Order_TotalsTabGM.png]]
<br>Invoices Totals Tab:
<br>[[File:Invoices_TotalsTabProfitMargin.png]]

<br>'''Customer Lists and Customer History shows in  Maintenance Contracts'''
<br>Allow user to see customer list and history including custom fields without having to jump to the customer

<br>'''Time Tracking'''
<br>Added a separate table for Time Tracking that can be connected to an order and labor on the order.
<br>Billing Status option to charge Fixed hours, scheduled hours, or actual time tracking hours.


<br>'''Packages'''
<br>All Pack items are always broken out as line items on orders / invoices
<br>Checking "internal use" on the package will set the Pack Items to "print hide" on the order / invoice

<br>'''Internal Use Flag'''
<br>When adding items to an order, you can check the "internal use" flag and the item will be set to Print Hide

<br>'''Purchase Orders'''
<br>PO Receive now reversible

<br>'''GL Modifications'''
<br>If you have "use general ledger entries for Default Material item" checked in SQLink, then the following changes will affect you:
<br>- Invoices deleted in SME will remove the GL entries in QuickBooks
<br>- Modifications to cost on PO Items get sent to QuickBooks GL adjustments