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== | ||
− | <br | + | <br>All notes fields changed from RTF to HTML |
<br>All reports are also converted including custom reports. | <br>All reports are also converted including custom reports. | ||
<br> New editor for notes to support HTML | <br> New editor for notes to support HTML | ||
<br>Automatically converts fields from RTF to HTML upon upgrade | <br>Automatically converts fields from RTF to HTML upon upgrade | ||
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<br><span style="color: rgb(255, 102, 0);">Hierarchical Classes. Class and subclass handling</span> | <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>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> Lookup icon next to classes to see the hierarchy. Full name uses colon : to separate class and subclasses. |
− | + | <br>Drop down shows as Class:Subclass:Sub-Subclass | |
− | <br>Drop down shows as Class:Subclass:Sub-Subclass | ||
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<br><span style="color: rgb(255, 102, 0);">Totals Tab Shows Profit Margin</span> | <br><span style="color: rgb(255, 102, 0);">Totals Tab Shows Profit Margin</span> | ||
− | <br> Profit Margin (Gross Margin percent) on Totals in Proposals, | + | <br> Profit Margin (Gross Margin percent) on Totals in Proposals, Orders and Invoices |
<br> Consistent totals screen in proposals, orders, invoices | <br> Consistent totals screen in proposals, orders, invoices | ||
− | <br>Profit Margin available in all these areas | + | <br>Profit Margin available in all these areas |
− | <br> | + | <br>- Proposal |
− | + | <br>-Service Order | |
+ | <br>-Install Order | ||
+ | <br>-Invoice | ||
<br> | <br> | ||
<br><span style="color: rgb(255, 102, 0);">Billing hours rounding</span> | <br><span style="color: rgb(255, 102, 0);">Billing hours rounding</span> | ||
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<br><span style="color: rgb(255, 102, 0);">Auto- reserve non-serialized items</span> | <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>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. | ||
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<br><span style="color: rgb(255, 102, 0);">Customer Lists tab on contracts</span> | <br><span style="color: rgb(255, 102, 0);">Customer Lists tab on contracts</span> | ||
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<br><span style="color: rgb(255, 102, 0);">Packages</span> | <br><span style="color: rgb(255, 102, 0);">Packages</span> | ||
− | <br> Packages are now always broken out into line items | + | <br> Packages are now always broken out into line items |
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<br><span style="color: rgb(255, 102, 0);">PO receive now reversible</span> | <br><span style="color: rgb(255, 102, 0);">PO receive now reversible</span> | ||
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<br><span style="color: rgb(255, 102, 0);">Internal Use Flag</span> | <br><span style="color: rgb(255, 102, 0);">Internal Use Flag</span> | ||
<br> ‘Internal use’ flag on line items = print hide on orderdetails. | <br> ‘Internal use’ flag on line items = print hide on orderdetails. | ||
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