Difference between revisions of "SME 8.0 - New features and functionality"

From High5Wiki
Jump to navigation Jump to search
(Created page with "==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 ==...")
 
 
(10 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
==Open Issues from Beta:==
+
==Features==
−
# Formatting with indented bulleting not working.
+
<br><span style="color: rgb(255, 102, 0);">All notes fields changed from RTF to HTML</span>
−
# Extra spaces in formatting or upon print
+
<br>All reports are also converted including custom reports.
−
# Printing dollar signs rather than bullets for Canada
+
<br> New editor for notes to support HTML
 +
<br>Automatically converts fields from RTF to HTML upon upgrade
  
−
==Features==
+
<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)
−
# All notes fields changed from RTF to HTML
+
<br>[[File:RightClickMenuOptionChange.png]]
−
## All reports are also converted including custom reports.
+
<br>
−
## New editor for notes to support HTML
+
<br><span style="color: rgb(255, 102, 0);">Hierarchical Classes.  Class and subclass handling</span>
−
## Automatically converts fields from RTF to HTML upon upgrade
+
<br>If class and subclass are setup in QB this will sync into SME with this hierarchy
−
# Hierarchical Classes.  Class and subclass handling
+
<br>Lookup icon next to classes to see the hierarchy.  Full name uses colon : to separate class and subclasses.
−
## If class and subclass are setup in QB this will sync into SME with this hierarchy
+
<br>[[File:ClassSearchWindowChange.png]]
−
## 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 like in the image below.
−
## Dropdown shows as Class:Subclass:Sub-Subclass
+
<br>[[File:ClassParentThenChild.png]]
−
# 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
+
<br><span style="color: rgb(255, 102, 0);">Totals Tab Shows Profit Margin</span>
−
### Proposal
+
<br> Profit Margin (Gross Margin percent) on Totals in Proposals, Service Orders, Install Orders and Invoices     
−
### Service Order
+
<br> Consistent totals screen in proposals, orders, invoices
−
### Install Order
+
<br>Profit Margin available in all these areas (proposals, orders, invoices)
−
### Invoice
+
<br>[[File:ServiceOrderTotalsTabChange.png]]
−
# 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.
+
<br>
−
# Customer Lists and Customer History shows in  Maintenance Contracts   
+
<br><span style="color: rgb(255, 102, 0);">Billing hours rounding</span>
−
## Allows users to see customer lists and history including custom fields without having to jump to the customer
+
<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.
−
# Time Tracking Table
+
<br>
−
## Added separate table for time tracking called taskdetail that can be connected to order and ordertask (labor item)
+
<br><span style="color: rgb(255, 102, 0);">Auto- reserve non-serialized items</span>
−
# Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours.   
+
<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.
−
## Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”
+
<br>[[File:AutoReserveNonSerializedItemsOption.png]]
−
## 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.
+
<br><span style="color: rgb(255, 102, 0);">Default Export option to send only Billing Customers to QuickBooks</span>
−
### Customer>Rates.  Once set all orders created for this customer will have this default billing status
+
<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)
−
### 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>[[File:DefaultExportNewCustomers_BillingOnly.png]]
−
### Service or Install Orders>Order Items>Labor.   
+
 
−
# Packages are now always broken out into line items
+
<br><span style="color: rgb(255, 102, 0);">Customer Lists tab on contracts</span>
−
# PO receive now reversible
+
<br>Customer Lists and Customer History now shows in  Maintenance Contracts   
−
# Modifications to cost on PO items get sent to qb GL adjustments (if GL entries are being used)
+
<br>Allows users to see customer lists and history including custom fields without having to jump to the customer
−
# ‘Internal use’ flag on line items = print hide on orderdetails.
+
<br>
−
# Invoices deleted in SME will remove the GL entries in QB on sync
+
<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)
 +
<br>
 +
<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.   
 +
<br>
 +
<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.
 +
<br>
 +
<br><span style="color: rgb(255, 102, 0);">PO receive now reversible</span>
 +
<br>[[File:ReverseReceipt.png]]
 +
<br>
 +
<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
 +
<br>
 +
<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]]

Latest revision as of 19:37, 6 March 2014

Features[edit]


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


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)
RightClickMenuOptionChange.png

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.
ClassSearchWindowChange.png
Drop down shows as Class:Subclass:Sub-Subclass like in the image below.
ClassParentThenChild.png



Totals Tab Shows Profit Margin
Profit Margin (Gross Margin percent) on Totals in Proposals, Service Orders, Install Orders and Invoices
Consistent totals screen in proposals, orders, invoices
Profit Margin available in all these areas (proposals, orders, invoices)
ServiceOrderTotalsTabChange.png



Billing hours rounding
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 non-serialized items
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.
AutoReserveNonSerializedItemsOption.png


Default Export option to send only Billing Customers to QuickBooks
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)
DefaultExportNewCustomers BillingOnly.png


Customer Lists tab on contracts
Customer Lists and Customer History now 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 changes
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
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.

PO receive now reversible
ReverseReceipt.png

GL entry changes
Modifications to cost on PO items get sent to qb GL adjustments (if GL entries are being used)
Invoices deleted in SME will remove the GL entries in QB on sync

Internal Use Flag
‘Internal use’ flag on line items = print hide on orderdetails.


Creating and Editing Custom Fields
To edit or create custom fields, SME must be in single user mode. The other users must log out of SME.


Propagate to Order
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:
Propagate SingleUserMode.png

Retrieved from "https://www.high5software.com//mediawiki/index.php?title=SME_8.0_-_New_features_and_functionality&oldid=4658"