SME 8.0 - Revision History

Revision History for SME 8

SME 8.0 - New features and functionality Versions SME 8.0.3.47 to 8.0.4.53

• added : default delivery to company setup/inventory screen
• added : when creating a PO, intialize delivery
• added : when creating PO item, initialize shipping method first from company default, then overrwrite from vendor
• added : default delivery settings
• added : initilaize delivery on created POs
• added : initialize shipping methods on po items
• Feature: prompt for class overwrite when changing customer or billing company
• Feature: webreport to docs table, docs form. when report is printed, if web doc, open web form with chromium embedded to call the web site
• fixed: if task detail comes in with null value on labor cost, figure it out
• fixed : post record on new combined invoices before adding orders to them, if the invoice is in insert mode.
• fixed : tracked down and fixed why custeq grids weren't saving
• show customer fullname at top of screen
• fixed : reducing quantity on jit item hosed up the details
• fixed : balancing paytype was being filtered out on new records
• rewrote logic filling in the labor table. no longer deletes and recreates records
• fixed : reload planner after removing a tech
• fixed description for batch balancing payment
• fixed : when allocated status doesn't change, but location does, if there is not enough in new location for allocation, jit remaining items to the new location
• tracked down and worked around report builder bug
• autorun - intiitalized the 'sys_isdeleted' value on custom layout tables so tables can be restructured correctly
• Tech code to rebuilds all custom tables
• tweaked payment logic to not refill temp table so often. should fix issues with changing balancing payments, and invoices they apply to.
• fixed: table open error when entering a payment from invoice screen
• fixed : adding/editing payments after jumping from invoice screen was not filling in disbursements table
• re-fixed : initializing the service item
• fixed : data refresh issue before editing a new added record (record posted and edited before the updated record was brought back)
• fixed : don't let left/top be negative numbers
• fixed : odd hours calculation. Now uses same function dispatch uses
• fixed : set jit/allocated flag regardless of serialized flag on inventory

Versions SME 8.0.2.37 to 8.0.3.46:

• 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

Version SME: 8.0.4.52 - Date: 06/07/2014

• • Module / Action / Description
  • Payments / Fixed / Adding/editing payments after navigating from invoices was not correctly refreshing the Disbursements tab

Version SME: 8.0.4.51 - Date: 06/06/2014

• • Module / Action / Description
  • Payments / Modified / Program interaction with SQL to retain temp table information for longer periods of time

.
Date:	05.19.2014	Version SME: 8.0.4.48
Module	Action	Description	Revised SME Functionality
Purchase Order	Added	Use default delivery on Purchase Orders
Orders	Added	Make sure all labor entries have a cost
Utilities	Fixed	Deleting caused error - now stops if the code is in use
Purchase Order	Fixed	Default status is now getting set for completed PO's
Invoice	Fixed	Customer UID only updated if the invoice is a new invoice
System	Classes	Fixed Parent/Child display
Customer Equipment	Fixed	Grids on Service History and Repair History tab now hold settings

.
Date:	05.19.2014	Version SME: 8.0.4.47
Module	Action	Description	Revised SME Functionality
System	Added	Default delivery to company setup/inventory screen
Purchase Order	Added	Use default delivery from company and if the Vendor has their own use the Vendor default delivery
System	Added	Prompt for Class when changing customer
Invoice	Fixed	Dot net error if creating a combined invoice from the invoice module

.
Date:	04.28.2014	Version SME: 8.0.4.46
Module	Action	Description	Revised SME Functionality
System	Modified	Set all information for the item that is being cloned to include all totals etc. so accurate totals show for outgoing email

.
Date:	04.22.2014	Version SME: 8.0.4.45
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	New Functionality
Payments	Added	For each payment make a list of invoices to create a balancing payment	New Functionality
Payments	Added	Ability to create Batch balancing payments	New Functionality
Payments	Modified	Removed Over Payment as a pay type	New Functionality
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	New Functionality
Payments	Added	Set over payment flag if pay detail has invoice balance ending with less than zero	New Functionality
Payments	Added	Accumulate payment amount when checking off invoices to clear - only applies to balancing payments	New Functionality

.
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: / 11.06.2013/ Version: 8.0.0.12

• System/ Routines/ Not released/
• Orders/ Fixed/ Adding items to an order gave Dot Net error/

Date: / 11.05.2013/ Version: 8.0.0.11

• 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: 8.0.0.10

• System/ Added/ Class editing in SME/
• System/ Fixed/ HTML editor for inserting and stamping Common Services/

Date: / 10.17.2013/ Version: 8.0.0.9

• System/ Routines/ Not released/

Date: / 10.16.2013/ Version: 8.0.0.8

• System/ Routines/ Not released/
• Orders/ Fixed/ Selected Item Print now working for forms with correct item detail/

Date: / 10.15.2013/ Version: 8.0.0.7

• System/ Routines/ Not released/

Date: / 10.14.2013/ Version: 8.0.0.6

• System/ Routines/ Not released/

Date: / 09.27.2013/ Version: 8.0.0.5

• 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: 8.0.0.4

• Modified/ Memo Fields/ All memo fields are now HTML based/
• Modified/ System/ 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/
• Activities/ Fixed/ Bug causing random activities for others to pop up for the logged in user/
• RMA/ Fixed/ Credit Invoice was not getting created on Receipt of RMA item/
• SQLink/ Fixed/ Export of Billable customers now working/