Editing SME 8.0 - New features and functionality
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| + | ==Open Issues from Beta:== | ||
| + | # Formatting with indented bulleting not working. | ||
| + | # Extra spaces in formatting or upon print | ||
| + | # Printing dollar signs rather than bullets for Canada | ||
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==Features== | ==Features== | ||
| − | + | # All notes fields changed from RTF to HTML | |
| − | + | ## All reports are also converted including custom reports. | |
| − | + | ## New editor for notes to support HTML | |
| − | + | ## Automatically converts fields from RTF to HTML upon upgrade | |
| − | + | # Hierarchical Classes. Class and subclass handling | |
| − | + | ## If class and subclass are setup in QB this will sync into SME with this hierarchy | |
| − | + | ## Lookup icon next to classes to see the hierarchy. Full name uses colon : to separate class and subclasses. | |
| − | + | ## Dropdown shows as Class:Subclass:Sub-Subclass | |
| − | + | # Profit Margin (Gross Margin percent) on Totals in Proposals, Orders and Invoices | |
| − | + | ## Consistent totals screen in proposals, orders, invoices | |
| − | + | ## Profit Margin available in all these areas | |
| − | + | ### Proposal | |
| − | + | ### Service Order | |
| − | + | ### Install Order | |
| − | + | ### Invoice | |
| − | + | # 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. | |
| − | + | # 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. | |
| − | + | # Customer Lists and Customer History shows in Maintenance Contracts | |
| − | + | ## Allows users to see customer lists and history including custom fields without having to jump to the customer | |
| − | + | # Time Tracking Table | |
| − | + | ## Added separate table for time tracking called taskdetail that can be connected to order and ordertask (labor item) | |
| − | + | # Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours. | |
| − | + | ## Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable” | |
| − | + | ## Billing status can be set as default in following areas: | |
| − | + | ### Setup>Company>Customer Defaults>Rates and Charges Defaults. This will allow setting of a default billing status for any newly generated customers. | |
| − | + | ### Customer>Rates. Once set all orders created for this customer will have this default billing status | |
| − | + | ### 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. | |
| − | + | ### Service or Install Orders>Order Items>Labor. | |
| − | + | # Packages are now always broken out into line items | |
| − | + | # PO receive now reversible | |
| − | + | # Modifications to cost on PO items get sent to qb GL adjustments (if GL entries are being used) | |
| − | + | # ‘Internal use’ flag on line items = print hide on orderdetails. | |
| − | + | # Invoices deleted in SME will remove the GL entries in QB on sync | |
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