Difference between revisions of "SME 8.0 - Revision History"

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| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
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| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments
| class="xl63" style="width: 70pt" width="93" | Modified
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| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Inventory UID is now 30 characters
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| class="xl63" style="width: 278pt" width="371" | For each payment make a list of invoices to create a balancing payment
 
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|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
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| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments
| class="xl63" style="width: 70pt" width="93" | Modified
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| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Inventory UID is now 30 characters
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| class="xl63" style="width: 278pt" width="371" | Ability to create Batch balancing payments
 
| class="xl63" style="width: 269pt" width="359" |  
 
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|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
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| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments
 
| class="xl63" style="width: 70pt" width="93" | Modified
 
| class="xl63" style="width: 70pt" width="93" | Modified
| class="xl63" style="width: 278pt" width="371" | Inventory UID is now 30 characters
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| class="xl63" style="width: 278pt" width="371" | Removed Over Payment as a pay type
 
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|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Inventory UID is now 30 characters
+
| class="xl63" style="width: 278pt" width="371" | When choosing to clear/apply all for a balancing pay type clear all details and set the payment equal to the sum of the balancing payment
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Inventory UID is now 30 characters
+
| class="xl63" style="width: 278pt" width="371" | Set over payment flag if pay detail has invoice balance ending with less than zero
 
| class="xl63" style="width: 269pt" width="359" |  
 
| class="xl63" style="width: 269pt" width="359" |  
 
|- style="height: 15pt"
 
|- style="height: 15pt"
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Inventory
+
| class="xl63" style="height: 15pt; width: 101pt" width="135" height="20" | Payments
| class="xl63" style="width: 70pt" width="93" | Modified
+
| class="xl63" style="width: 70pt" width="93" | Added
| class="xl63" style="width: 278pt" width="371" | Inventory UID is now 30 characters
+
| class="xl63" style="width: 278pt" width="371" | Accumulate payment amount when checking off invoices to clear - only applies to balancing payments
 
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| class="xl63" style="width: 269pt" width="359" |  
 
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Revision as of 20:15, 11 June 2014

Revision History for SME 8

SME 8.0 - New features and functionality

Versions SME 8.0.2.37 to 8.0.3.47:

  • Open Issue: Common Service not always showing in text boxes. To work around this issue, user must go to Setup>Company>Common Services. Then the common services will show in the text boxes.
  • Fixed issue with SME is allocated and moving inventory from another warehouse.
  • Move stored document with Issue to Order
  • Added Default Delivery method in Setup>Company>Inventory to be used in PO's
  • Fixed PO Status not triggering on PO Closing
  • Add option for NOT changing class on orders when you change the billing company or site customer.
  • Added basic support to launch web-reports.
  • Fixed customer equipment dialog grids not sticking for users. Was NOT able to replicate issue with grids not sticking in inatll/materials, po/poitems, service/equipment list nor customer/equipment list. Will need to see if still an issue with grids in these other modules.
  • Show Fullname (with hyperlink) on top section for orders.


  • Version SME: 8.0.2.36
    • Date: 3/4/2014
    • Module Action Description
    • Invoice Added Can no longer delete invoices or order, can only void them
    • Routines-PO Fixed poItem cost changes, but the matdetail it was received to has been deleted
    • SQLink Fixed qb adjustments not always exporting
    • sqlink Fixed qb vendor credits error when the reference number is > 20 characters long
    • Setup Added password length check to password validation routines. expand password to 25 chars
.
Date: 04.22.2014 Version SME: 8.0.3.45
Module Action Description Revised SME Functionality
Inventory Modified Inventory UID is now 30 characters
Customer Documents Fixed Updating on order conversion
Issues Fixed Update the Customer UID if the Customer is changed on the issue
Payments Added After making an over payment do a search for all related invoices that have a negative balance
Payments Added For each payment make a list of invoices to create a balancing payment
Payments Added Ability to create Batch balancing payments
Payments Modified Removed Over Payment as a pay type
Payments Added When choosing to clear/apply all for a balancing pay type clear all details and set the payment equal to the sum of the balancing payment
Payments Added Set over payment flag if pay detail has invoice balance ending with less than zero
Payments Added Accumulate payment amount when checking off invoices to clear - only applies to balancing payments
.
Date: 04.21.2014 Version SME: 8.0.3.44
Module Action Description Revised SME Functionality
SQLink Fixed Correctly use SQLink default SMP_Item when a Service item is not a QuickBooks item
.
Date: 04.18.2014 Version SME: 8.0.3.43
Module Action Description Revised SME Functionality
Purchase Orders Fixed Table trigger not always firing as it should
Recurring Invoice Fixed Recurring invoice not getting set as Closed when setting the associated Maintenance Contract as expired
.
Date: 04.15.2014 Version SME: 8.0.3.42
Module Action Description Revised SME Functionality
Invoice Modified Flag invoice detail links for COGS inventory when rolling back an invoice
SQLink Added If an invoice has been Voided, void all GL, entries and don't re-export them
SQLink Fixed Order - Invoice link using incorrect UID
SQLink Added If using GL only export the package - never the items - no longer looks at the flags for expanded packages
.
Date: 04.12.2014 Version SME: 8.0.3.41
Module Action Description Revised SME Functionality
Invoice Added Balancing payment functionality for closing invoices with small payments that will never be collected
Invoice Fixed Use default service item if no service UID on the order, or the service item on the order is not linked to a qb item
.
Date: 04.01.2014 Version SME: 8.0.2.40
Module Action Description Revised SME Functionality
Timesheets Modified Allow Field Rename
System Added Fields to allow account balancing
Custom Tables Modified No longer allow field name changes unless on a new unused field New Functionality
Custom Tables Modified Allow Field data type changes if data exists in the custom table. Some are not allowed, String to Date. Etc. New Functionality
Custom Tables Modified Do not allow field edits if other users are in the database since those would or could cause data issues New Functionality
.
Date: 03.25.2014 Version SME: 8.0.2.39
Module Action Description Revised SME Functionality
Auto Email Fixed SME will not give Dot Net error if email throws an error due to improper format of code to fill the email
Invoices Fixed Unable to un-void invoices
Orders Modified Add Items to Order will reserve/pull from the specified location if it is not blank, otherwise it will pull from the default location
System Fixed Infinite loop on rtf-html conversions
.
Date: 03.24.2014 Version SME: 8.0.2.38
Module Action Description Revised SME Functionality
Orders Modified Filter out deleted task detail records in grids
Orders Fixed Row no longer shows if you cannot edit
Audit Modified Logged deleted time detail record


.
Date: 03.10.2014 Version SME: 8.0.2.37
Module Action Description Revised SME Functionality
System Modified Conversion - now correctly handles user groups if blank
Dispatch Modified Now includes custom fields in the with colors in the planner New Functionality
Auto Email Modified Now have a customizable field for the separator line in emails New Functionality
Dispatch Fixed Dispatch Refresh issue
.
Date: 03.04.2014 Version SME: 8.0.2.36
Module Action Description Revised SME Functionality
Dispatch Modified Data issue from 7.2 in dispatch display
PO Modified PO item had been tied to an order, received, and deleted from the order. Causing issue when syncing to QB
PO Fixed QB Adjustments not always syncing - also locking SQLink
PO Fixed QB Vendor credits when the reference was in excess of the QB limit of 20 characters
Orders Modified You can no longer delete orders in SME. You can only Void them. (Due to accidental deletion of large orders by numerous companies) Functionality Change
System Modified Added password length checker to password validation routines
System Modified Expanded password length to 25 characters
.
Date: 03.03.2014 Version SME: 8.0.2.35
Module Action Description Revised SME Functionality
System Modified Added default user for SME Mobile setup
Invoices Fixed Removing order from combined invoice
Maintenance Contracts Modified Added prompt to close related recurring invoices when closing a Maintenance contract
.
Date: 02.28.2014 Version SME: 8.0.2.34
Module Action Description Revised SME Functionality
System Fixed SME would lock up if Preferences were set to generate Maintenance Equipment warnings
System Modified Conversion process
.
Date: 02.13.2014 Version SME: 8.0.2.33
Module Action Description Revised SME Functionality
System Modified Conversion will now run from 6.0 to 8.0 without any further steps
System Modified Removed special code for 2005 SQL databases that have not had correct MS updates applied. Causing issues in SQL 2008 & 2012
Orders Fixed Sub Contractor lists are now sorted in alphabetical order
System Fixed Update no longer modifying tab settings
System Fixed Email error when you have in excess of 200 contacts in the address book when emailing a form
.
Date: 02.12.2014 Version SME: 8.0.2.32
Module Action Description Revised SME Functionality
Purchase Order Modified Speed up PO receiving
Orders Fixed Prompt to save Billing Status when no labor on the order
Setup Fixed Misspelling of company on Order page
Orders Fixed Refresh after exporting sub contractor PO's & Bills
SQLink Fixed Exporting PO's when they have cost adjustments
.
Date: 01.31.2014 Version SME: 8.0.1.31
Module Action Description Revised SME Functionality
Orders Added Added Has JIT and Allocated fields to order items grid
Proposal Fixed Due date not carrying over from the Proposal
.
Date: 01.30.2014 Version SME: 8.0.1.30
Module Action Description Revised SME Functionality
Inventory Added Tech code to recalculate inventory detail
Inventory Fixed Inventory detail counts when there is no material detail involved
Dispatch Fixed Compliance check was using the incorrect tech
Dispatch Fixed When clicking on the order on the Day Planner tab update the dropdown fields
.
Date: 01.28.2014 Version SME: 8.0.1.29
Module Action Description Revised SME Functionality
System Fixed When updating do not include the UID check on empty tables
.
Date: 01.27.2014 Version SME: 8.0.1.28
Module Action Description Revised SME Functionality
Proposal Fixed Convert lead to proposal and then convert proposal to an order would set billing on the customer to the site information
Orders Added When an order status changes log the changes, who, when, where
.
Date: 01.08.2014 Version SME: 8.0.1.27
Module Action Description Revised SME Functionality
Not Released Not Released
.
Date: 01.07.2014 Version SME: 8.0.1.26
Module Action Description Revised SME Functionality
System Fixed Table not found error when the table was there
Dispatch Modified Moved refresh settings to a table which refreshes after 'X' number of entries to eliminate refresh issues
Dispatch Modified Option in user preferences to open Dispatch to Day Planner instead of Today's Labor
Custom Tables Added SME must now be in single user mode to allow editing of Custom Fields since other users may have locks on tables requiring updates which will cause table issues that lock out the modules
System Modified Added special code to handle MS SQL 2012 bug in dropping temp tables
.
Date: 01.02.2014 Version SME: 8.0.1.25
Module Action Description Revised SME Functionality
Notes Fixed Right Click memo editor
Dispatch Fixed UID error when adding tech to an order
Email Fixed Updated function calls based on component settings
Batch Printing Modified Implemented use of threading to improve speed issues
Purchase Order Fixed Update quantity when incoming is greater than ordered
.
Date: 01.02.2014 Version SME: 8.0.1.24
Module Action Description Revised SME Functionality
Not Released Not Released
.
Date: 12.16.2013 Version SME: 8.0.1.23
Module Action Description Revised SME Functionality
System Modified Modified code base to utilize threading for some processes
Orders Modified Fixed Profit percent calculations when subtotal of an order = 0
System Added Web Service calls to update customer addresses
System Modified Item number on order details
Service Items Added Show in Tech Portal/Customer Portal
System Added Mark Reference Number to defaults
System Modified Use new threading logic for inventory snapshots
.
Date: 12.12.2013 Version SME: 8.0.1.22
Module Action Description Revised SME Functionality
Dispatch Modified Re-implemented use of last tech save process
System Modified Added expense criteria to Order Task table for labor entries
.
Date: 12.12.2013 Version SME: 8.0.1.21
Module Action Description Revised SME Functionality
Packages Fixed Adding package items to orders
System Modified Customer Propagate - moved to Single User and Tech Code
System Modified Customer Propagate - requires user to be logged into SME as only user before propagating customer info.
Proposals Modified Tab order
Recurring Invoice Fixed Apply Template now on the Actions Menu
Auto Email Fixed Now not checking for changes unless the Order Status has been changed
Custom Tabs Modified Do not allow changes while other users are in SME. Causes issues with existing data and record locks
.
Date: 12.06.2013 Version SME: 8.0.1.20
Module Action Description Revised SME Functionality
Rolodex Fixed Search not displaying
.
Date: 11.25.2013 Version SME: 8.0.1.19
Module Action Description Revised SME Functionality
System Modified Remove the '/' character from UID fields for SME Mobile
.
Date: 11.20.2013 Version SME: 8.0.1.18
Module Action Description Revised SME Functionality
System Fixed HTML bullets and numbering now holding
Custom Tabs Added Custom Field Header to the Custom Details table
Invoice Added QB Export Flag auto set on Refresh menu actions
.
Date: 11.15.2013 Version SME: 8.0.1.17
Module Action Description Revised SME Functionality
System Fixed Billing Customer setting to only export Billing and never Site customers if the option is set
System Modified Added "Auto Reserve Flag' to defaults which will bypass Allocated and set items to Reserved
Orders Fixed Items on orders were not maintaining the price code from the price book
Users Fixed Confirmation of password for email
System Modified Check SQL instance for compatibility between SQL versions
.
Date: 11.13.2013 Version SME: 8.0.1.16
Module Action Description Revised SME Functionality
System Added Live update now working
System Modified Moved Supervisor from user group to user table
System Fixed Invalid name on the customer definitions table
Orders Fixed Totals overlapping on Service Totals tab
.
Date: 11.12.2013 Version SME: 8.0.1.15
Module Action Description Revised SME Functionality
Custom Tables Fixed Can now edit and modify within limits. Cannot change field names or types if data exists
Orders Added Auto Rollback if the conversion from one module to another fails for any reason. Proposal to order, order to invoice
Orders Fixed Adding items to orders from fixed rate proposals
System Fixed Renaming a location/warehouse
Projects Fixed Saving a new Project
.
Date: 11.08.2013 Version SME: 8.0.1.14
Module Action Description Revised SME Functionality
Dispatch Modified Temp table is dropping when Dispatch is active. Modified code to attempt to force SQL to retain the temp tables until Dispatch is closed
Dispatch Fixed Clear all temp tables used by Dispatch when exiting Dispatch. Previously were held for reuse
System Modified Status bar displays the company name from Setup> Company rather than the database name
Proposals Fixed Invoice Type no longer defaults to 'Full Itemized'
Dispatch Fixed Now minimizes when clicking 'Jump to Order'
Orders Fixed Tax calculations on orders with discounts
Orders Fixed Service Item editor Service Look-up now functioning
.
Date: 11.06.2013 Version SME: 8.0.0.12
Module Action Description Revised SME Functionality
Orders Fixed Adding items to an order gave Dot Net error
.
Date: 11.05.2013 Version SME: 8.0.0.11
Module Action Description Revised SME Functionality
System Added Time Tracking module
System Added Settings for Time tracking (Admin check box)
Orders Added Don't Estimate Labor flag - if set Billing Hours will always come from Scheduled or Actual time.
.
Date: 10.18.2013 Version SME: 8.0.0.10
Module Action Description Revised SME Functionality
System Added Class editing in SME
System Fixed HTML editor for inserting and stamping Common Services
.
Date: 10.16.2013 Version SME: 8.0.0.8
Module Action Description Revised SME Functionality
Orders Fixed Selected Item Print now working for forms with correct item detail
.
Date: 09.27.2013 Version SME: 8.0.0.5
Module Action Description Revised SME Functionality
System Added Logging table for errors
Recurring Invoices Fixed Dot Net error when generating recurring invoices
System Added Triggers to support live updates
Proposals Fixed Converting fixed proposals ( no longer prompt for selecting item if no items to select)
Orders Fixed Converting fixed orders( no longer prompt for selecting item if no items to select)
Utilities Fixed Importing data to custom tables
Proposals Fixed Query on Proposal to show for fixed types
Proposals Fixed Proposal History is now displaying correctly
System Fixed Calculation for fixed rate subtotals
System Fixed Calculation of invoiced/converted states when on fixed rate record
.
Date: 09.14.2013 Version SME: 8.0.0.4
Module Action Description Revised SME Functionality
Memo Fields Modified All memo fields are now HTML based
System Modified Modified the way orders are converted to improve conversion speed
Payments Fixed Credit Memo note was not available from the Notes button - now is a choice by doing CTRL = O
Purchase Orders Fixed Class placed on items in orders was not transferring to purchase orders
SQLink Fixed Multiple items with different classes were not transferring the class for all items - also now transferring for Service Items
Orders Modified Moved Auto Close logic to assemblies for speed and consistency
Proposals Fixed Proposals not converting correctly due to HTML conversion
RMA Fixed Credit Invoice was not getting created on Receipt of RMA item
SQLink Fixed Export of Billable customers now working