Editing SME 8.1 - 8.2 Revision History
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*System/Modified/Report component for memo fields - tech code 8316 | *System/Modified/Report component for memo fields - tech code 8316 | ||
− | '''Date: 07/26/2016/ Version: 8.1.5.137''' | + | '''Date: /07/26/2016/ Version: 8.1.5.137''' |
*System/Modified/Report component for memo fields | *System/Modified/Report component for memo fields | ||
− | '''Date: 07/14/2016/ Version: 8.1.5.136''' | + | '''Date: /07/14/2016/ Version: 8.1.5.136''' |
*System/Modified/Editor for memo fields | *System/Modified/Editor for memo fields | ||
− | '''Date: 07/12/2016/ Version: 8.1.5.135''' | + | '''Date: /07/12/2016/ Version: 8.1.5.135''' |
*Orders/Modified/Added vendor name to the vendor item lookup | *Orders/Modified/Added vendor name to the vendor item lookup | ||
*Customer/Fixed/Customer> History> Recurring Order double click an order resulted in error | *Customer/Fixed/Customer> History> Recurring Order double click an order resulted in error | ||
Line 549: | Line 14: | ||
*Vendors/Modified/Subcontractor tab - added Company & Account Number to the history grid | *Vendors/Modified/Subcontractor tab - added Company & Account Number to the history grid | ||
− | '''Date: 06/27/2016/ Version: 8.1.5.134''' | + | '''Date: /06/27/2016/ Version: 8.1.5.134''' |
*Orders/Modified/Added flags to better handle when order items are voided | *Orders/Modified/Added flags to better handle when order items are voided | ||
− | '''Date: 06/10/2016/ Version: 8.1.5.133''' | + | '''Date: /06/10/2016/ Version: 8.1.5.133''' |
*System/Search/Corrected bug when some parameters are not available in another module and you use the view | *System/Search/Corrected bug when some parameters are not available in another module and you use the view | ||
− | '''Date: 06/09/2016/ Version: 8.1.5.132''' | + | '''Date: /06/09/2016/ Version: 8.1.5.132''' |
*Purchase Order/Batch PO/Fixed bad field names in Search view | *Purchase Order/Batch PO/Fixed bad field names in Search view | ||
*Orders/Fixed/Subcontractor view not pulling in the subcontractors in Details and Settings or the labor editor | *Orders/Fixed/Subcontractor view not pulling in the subcontractors in Details and Settings or the labor editor | ||
*Contacts/Fixed/Is Active flag not always allowing saving | *Contacts/Fixed/Is Active flag not always allowing saving | ||
− | '''Date: 06/08/2016/ Version: 8.1.5.132''' | + | '''Date: /06/08/2016/ Version: 8.1.5.132''' |
*System/Bulk Purchase Order/Save-Restore grid filter | *System/Bulk Purchase Order/Save-Restore grid filter | ||
*System/Bulk Purchase Order/Added Status panel to the bottom of the form and logic to show specific stats; number of records, number of PO's generated, how many PO's should generate based on filter conditions | *System/Bulk Purchase Order/Added Status panel to the bottom of the form and logic to show specific stats; number of records, number of PO's generated, how many PO's should generate based on filter conditions | ||
*System/Modified/When converting Proposals from Cloned orders for new customers, and the customer does not exist, create the customer from the proposal | *System/Modified/When converting Proposals from Cloned orders for new customers, and the customer does not exist, create the customer from the proposal | ||
− | '''Date: 06/03/2016/ Version: 8.1.5.131''' | + | '''Date: /06/03/2016/ Version: 8.1.5.131''' |
*Reports/Designer/Added time sheets to specifiers | *Reports/Designer/Added time sheets to specifiers | ||
− | '''Date: 05/30/2016/ Version: 8.1.5.130''' | + | '''Date: /05/30/2016/ Version: 8.1.5.130''' |
*System/Email/Issue when auto emailing Purchase Orders | *System/Email/Issue when auto emailing Purchase Orders | ||
− | '''Date: 05/27/2016/ Version: 8.1.5.129''' | + | '''Date: /05/27/2016/ Version: 8.1.5.129''' |
*Recurring Orders/Fixed/Assigned to field length mismatch between Activity Table and modules was causing errors when generating recurring orders | *Recurring Orders/Fixed/Assigned to field length mismatch between Activity Table and modules was causing errors when generating recurring orders | ||
− | '''Date: 05/18/2016/ Version: 8.1.5.128''' | + | '''Date: /05/18/2016/ Version: 8.1.5.128''' |
*System/Email/Added a wait processor to the email function to attempt to avoid the Socket error | *System/Email/Added a wait processor to the email function to attempt to avoid the Socket error | ||
− | '''Date: 05/12/2016/ Version: 8.1.5.127''' | + | '''Date: /05/12/2016/ Version: 8.1.5.127''' |
*System/Added/Tech code for customer specific issue | *System/Added/Tech code for customer specific issue | ||
*Purchase Order/Fixed/Issue recalculating inventory detail when item quantities change for items on orders | *Purchase Order/Fixed/Issue recalculating inventory detail when item quantities change for items on orders | ||
− | '''Date: 05/05/2016/ Version: 8.1.5.126''' | + | '''Date: /05/05/2016/ Version: 8.1.5.126''' |
*Reports/Added/Report table source to avoid long queries when writing reports combining order/invoice modules | *Reports/Added/Report table source to avoid long queries when writing reports combining order/invoice modules | ||
− | '''Date: 03/31/2016/ Version: 8.1.5.125''' | + | '''Date: /03/31/2016/ Version: 8.1.5.125''' |
*Reports/Added/Modified queries for standard reports. Cleanup bad queries, etc… | *Reports/Added/Modified queries for standard reports. Cleanup bad queries, etc… | ||
− | '''Date: 04/19/2016/ Version: 8.1.5.124/SQLink 8.1.5.33''' | + | '''Date: /04/19/2016/ Version: 8.1.5.124/SQLink 8.1.5.33''' |
*Reports/Added/Added equipment details for service, install, and invoice reports | *Reports/Added/Added equipment details for service, install, and invoice reports | ||
*Reports/Added/Ability to filter to sub details on report detail specifiers tab | *Reports/Added/Ability to filter to sub details on report detail specifiers tab | ||
Line 593: | Line 58: | ||
*SQLink/Fixed/Exporting Proposal discounts | *SQLink/Fixed/Exporting Proposal discounts | ||
− | '''Date: 04/14/2016/ Version: 8.1.5.123''' | + | '''Date: /04/14/2016/ Version: 8.1.5.123''' |
*System/Reports/Can now preview a report regardless of type from the designer | *System/Reports/Can now preview a report regardless of type from the designer | ||
− | '''Date: 03/31/2016/ Version: 8.1.5.122''' | + | '''Date: /03/31/2016/ Version: 8.1.5.122''' |
*Orders/Order Item Editor/Fixed: Set the override cost flag based on customer custom settings AFTER initializing for the first time | *Orders/Order Item Editor/Fixed: Set the override cost flag based on customer custom settings AFTER initializing for the first time | ||
− | '''Date: 04/13/2016/ Version: 8.1.5.121''' | + | '''Date: /04/13/2016/ Version: 8.1.5.121''' |
*System/Conversion/Drop triggers when converting to avoid running unnecessarily | *System/Conversion/Drop triggers when converting to avoid running unnecessarily | ||
*System/Conversion/Force index rebuild after conversions | *System/Conversion/Force index rebuild after conversions | ||
Line 606: | Line 71: | ||
*Orders/Order Item Editor/Toggling the lock cost flag was not correctly updating the cost from equipment items | *Orders/Order Item Editor/Toggling the lock cost flag was not correctly updating the cost from equipment items | ||
− | '''Date: 03/31/2016/ Version: 8.1.5.120''' | + | '''Date: /03/31/2016/ Version: 8.1.5.120''' |
*System/Reports/Updated conversion to handle converting from older versions. | *System/Reports/Updated conversion to handle converting from older versions. | ||
− | '''Date: 03/30/2016/ Version: 8.1.5.119''' | + | '''Date: /03/30/2016/ Version: 8.1.5.119''' |
*System/Reports/Updated reporting designer components to the latest versions | *System/Reports/Updated reporting designer components to the latest versions | ||
− | '''Date: 03/29/2016/ Version: 8.1.5.118''' | + | '''Date: /03/29/2016/ Version: 8.1.5.118''' |
*System/Reports/Updated reporting HTML components to the latest versions | *System/Reports/Updated reporting HTML components to the latest versions | ||
− | '''Date: 03/24/2016/ Version: 8.1.5.117''' | + | '''Date: /03/24/2016/ Version: 8.1.5.117''' |
*System/Conversion/Limited release to correct UID generation on custom tables | *System/Conversion/Limited release to correct UID generation on custom tables | ||
− | '''Date: 03/23/2016/ Version: 8.1.5.116''' | + | '''Date: /03/23/2016/ Version: 8.1.5.116''' |
*System/Task Records/Modified so the Available count is always set to the Billable Quantity | *System/Task Records/Modified so the Available count is always set to the Billable Quantity | ||
*System/Task Records /Modified to allow for zero in the included count for labor records | *System/Task Records /Modified to allow for zero in the included count for labor records | ||
Line 624: | Line 89: | ||
*System/Email/Make sure copies are set to 1 | *System/Email/Make sure copies are set to 1 | ||
− | '''Date: 03/22/2016/ Version: 8.1.5.115''' | + | '''Date: /03/22/2016/ Version: 8.1.5.115''' |
*Orders/Grids/Added Actual cost and Average Cost to order grids | *Orders/Grids/Added Actual cost and Average Cost to order grids | ||
− | '''Date: 03/10/2016/ Version: 8.1.5.114''' | + | '''Date: /03/10/2016/ Version: 8.1.5.114''' |
*System/Reports/Modified to show is standard flag | *System/Reports/Modified to show is standard flag | ||
*System/Global/Modified no longer jumps to first record in table when deleting a record | *System/Global/Modified no longer jumps to first record in table when deleting a record | ||
− | '''Date: 03/09/2016/ Version: 8.1.5.113''' | + | '''Date: /03/09/2016/ Version: 8.1.5.113''' |
*System/Item Editors/Changed Override Cost to Lock Cost | *System/Item Editors/Changed Override Cost to Lock Cost | ||
*System/Item Editors/Changed functionality to not change cost even if item number changes | *System/Item Editors/Changed functionality to not change cost even if item number changes | ||
Line 637: | Line 102: | ||
*System/Reports/Modified to limit query pulls to 1 record to speed development of reports | *System/Reports/Modified to limit query pulls to 1 record to speed development of reports | ||
− | '''Date: 03/08/2016/ Version: 8.1.5.112''' | + | '''Date: /03/08/2016/ Version: 8.1.5.112''' |
*System/Reports/Functionality changes to the | *System/Reports/Functionality changes to the | ||
− | '''Date: 03/07/2016/ Version: 8.1.5.111''' | + | '''Date: /03/07/2016/ Version: 8.1.5.111''' |
*System/Reports/Added the Master Data pipeline settings to the report designer | *System/Reports/Added the Master Data pipeline settings to the report designer | ||
− | '''Date: 02/23/2016/ Version: 8.1.5.110''' | + | '''Date: /02/23/2016/ Version: 8.1.5.110''' |
*System/Reports/Modified to include all possible custom tables | *System/Reports/Modified to include all possible custom tables | ||
*System/Reports/Added logic to check if the table exists in the query before running the report | *System/Reports/Added logic to check if the table exists in the query before running the report | ||
Line 652: | Line 117: | ||
#Delete – Will delete all doc entries in SME and RTM files… only to be used with High5 support | #Delete – Will delete all doc entries in SME and RTM files… only to be used with High5 support | ||
#Delete MISMATCH – SME will scan the reports folders and delete report showing up in search without an actual report in the file system. | #Delete MISMATCH – SME will scan the reports folders and delete report showing up in search without an actual report in the file system. | ||
− | #Clean Directory – Will | + | #Clean Directory – Will transvers the report files and check if it’s actually used. If unused the report will be deleted unless it’s a template report. |
− | '''Date: 02/19/2016/ Version: 8.1.5.109''' | + | '''Date: /02/19/2016/ Version: 8.1.5.109''' |
*System/Reports/Fixed Test Query so the 'preview' tab in the designer now works | *System/Reports/Fixed Test Query so the 'preview' tab in the designer now works | ||
*System/Reports/Fixed speed issue opening query reports | *System/Reports/Fixed speed issue opening query reports | ||
Line 660: | Line 125: | ||
*System/Timesheets/Fixed deleting timesheet was not recalculating the order task records | *System/Timesheets/Fixed deleting timesheet was not recalculating the order task records | ||
− | '''Date: 02/18/2016/ Version: 8.1.5.108''' | + | '''Date: /02/18/2016/ Version: 8.1.5.108''' |
*System/Reports/Revised tech codes 135/136 | *System/Reports/Revised tech codes 135/136 | ||
− | '''Date: 02/17/2016/ Version: 8.1.5.107''' | + | '''Date: /02/17/2016/ Version: 8.1.5.107''' |
*System/Reports/Reviewing all custom reports for SME to make sure all of the latest changes are working | *System/Reports/Reviewing all custom reports for SME to make sure all of the latest changes are working | ||
*System/Memo fields/Embedding pictures broke with reporting component update. Found a way to correct the issue. | *System/Memo fields/Embedding pictures broke with reporting component update. Found a way to correct the issue. | ||
Line 669: | Line 134: | ||
*Orders/From Mobile/Create and initialize custom record information | *Orders/From Mobile/Create and initialize custom record information | ||
− | '''Date: 02/15/2016/ Version: 8.1.5.106''' | + | '''Date: /02/15/2016/ Version: 8.1.5.106''' |
*System/Modified/Tech certification added to the custom tables | *System/Modified/Tech certification added to the custom tables | ||
*System/Added/Vendor lookup added to tech certifications | *System/Added/Vendor lookup added to tech certifications | ||
Line 676: | Line 141: | ||
*Invoice/Fixed Invoice/Fixed calculating invoiced status on fixed invoices with order details | *Invoice/Fixed Invoice/Fixed calculating invoiced status on fixed invoices with order details | ||
− | '''Date: 02/11/2016/ Version: 8.1.5.105''' | + | '''Date: /02/11/2016/ Version: 8.1.5.105''' |
*System/Modified/After creating a new order set the focus on the order summary | *System/Modified/After creating a new order set the focus on the order summary | ||
*System/Reports/Modified root reports to use two new folders under the High5Software\Reports folder. Now Reports\Standard - SME canned reports and Reports\Custom - customer custom reports. | *System/Reports/Modified root reports to use two new folders under the High5Software\Reports folder. Now Reports\Standard - SME canned reports and Reports\Custom - customer custom reports. | ||
Line 682: | Line 147: | ||
*System/Orders & Invoices/On new orders set focus on order summary | *System/Orders & Invoices/On new orders set focus on order summary | ||
− | '''Date: 02/05/2016/ Version: 8.1.5.104''' | + | '''Date: /02/05/2016/ Version: 8.1.5.104''' |
*System/Modified/Set vendor name field from tech certification screen | *System/Modified/Set vendor name field from tech certification screen | ||
*System/Modified/Images in text fields not getting correctly embedded since a component update broke the logic to embed the image. | *System/Modified/Images in text fields not getting correctly embedded since a component update broke the logic to embed the image. | ||
Line 691: | Line 156: | ||
*SQLink/Modified/Flag item discounts as nontaxable regardless of default setting | *SQLink/Modified/Flag item discounts as nontaxable regardless of default setting | ||
− | '''Date: 02/04/2016/ Version: 8.1.5.103''' | + | '''Date: /02/04/2016/ Version: 8.1.5.103''' |
*Orders/Fixed/Infinite loop issue for updating orders with many serialized items | *Orders/Fixed/Infinite loop issue for updating orders with many serialized items | ||
*Orders/Fixed/Issue opening orders with CL in the HTML string. | *Orders/Fixed/Issue opening orders with CL in the HTML string. | ||
*SQLink/Modified/Package export. Items not set as summarized if export set as summarized | *SQLink/Modified/Package export. Items not set as summarized if export set as summarized | ||
− | '''Date: 02/02/2016/ Version: 8.1.5.102''' | + | '''Date: /02/02/2016/ Version: 8.1.5.102''' |
*System/Getting seat count when logged in as Admin | *System/Getting seat count when logged in as Admin | ||
*Reports/Modified/Prompt when running tech code 12916 asking if you want to keep custom reports | *Reports/Modified/Prompt when running tech code 12916 asking if you want to keep custom reports | ||
− | '''Date: 01/29/2016/ Version: 8.1.5.101''' | + | '''Date: /01/29/2016/ Version: 8.1.5.101''' |
*Reports/Fixed/Inventory Snapshot report | *Reports/Fixed/Inventory Snapshot report | ||
*Reports/Modified/Tech Code to delete all custom reports and restore only standard reports-12916 | *Reports/Modified/Tech Code to delete all custom reports and restore only standard reports-12916 | ||
Line 707: | Line 172: | ||
*Reports/Modified/When opening designer make sure all reports have a file | *Reports/Modified/When opening designer make sure all reports have a file | ||
− | '''Date: 01/28/2016/ Version: 8.1.5.100''' | + | '''Date: /01/28/2016/ Version: 8.1.5.100''' |
*Reports/Modified/Report editing taking too long to open up when editing a report | *Reports/Modified/Report editing taking too long to open up when editing a report | ||
− | '''Date: 01/25/2016/ Version: 8.1.5.99''' | + | '''Date: /01/25/2016/ Version: 8.1.5.99''' |
*Scheduled Services/Fixed/Day count was off by 1 due to leap year | *Scheduled Services/Fixed/Day count was off by 1 due to leap year | ||
*Orders/Fixed/If Assigned To was a Work Group the work group name would not populate | *Orders/Fixed/If Assigned To was a Work Group the work group name would not populate | ||
Line 719: | Line 184: | ||
*System/Issues/Modified to integrate better with auto incoming email | *System/Issues/Modified to integrate better with auto incoming email | ||
− | '''Date: 01/14/2016/ Version: 8.1.5.98''' | + | '''Date: /01/14/2016/ Version: 8.1.5.98''' |
*Orders/Modified/Rewrote data import from Order Items tab to include cost and retail | *Orders/Modified/Rewrote data import from Order Items tab to include cost and retail | ||
*Inventory/Modified/Removed vendor update prompt when the vendor flag in Setup> Company> Inventory is 'UnChecked' | *Inventory/Modified/Removed vendor update prompt when the vendor flag in Setup> Company> Inventory is 'UnChecked' | ||
Line 728: | Line 193: | ||
[[File:InventoryOptions.98.png]] | [[File:InventoryOptions.98.png]] | ||
− | '''Date: 01/12/2016/ Version: 8.1.5.97''' | + | '''Date: /01/12/2016/ Version: 8.1.5.97''' |
*Inventory/Modified/Allow non inventory to be RMA'd | *Inventory/Modified/Allow non inventory to be RMA'd | ||
*Orders/Fixed/Set Labor Cost to the Service Item labor Cost when entered from mobile | *Orders/Fixed/Set Labor Cost to the Service Item labor Cost when entered from mobile | ||
Line 734: | Line 199: | ||
*SQLink/Modified/Allow importing of QB items when QB allows duplicate QB ID's - Tax Related | *SQLink/Modified/Allow importing of QB items when QB allows duplicate QB ID's - Tax Related | ||
− | '''Date: 12/22/2015/ Version: 8.1.5.96''' | + | '''Date: /12/22/2015/ Version: 8.1.5.96''' |
*Dispatch/Fixed/Cannot drag an order to Dispatch that has an Order Status set to 'Not' show in Dispatch | *Dispatch/Fixed/Cannot drag an order to Dispatch that has an Order Status set to 'Not' show in Dispatch | ||
*Inventory/Added/Option to not prompt to update Vendor Items - 'Advanced Vendor Options' | *Inventory/Added/Option to not prompt to update Vendor Items - 'Advanced Vendor Options' | ||
Line 741: | Line 206: | ||
*System/Modified/Functionality for saving records | *System/Modified/Functionality for saving records | ||
− | '''Date: 12/15/2015/ Version: 8.1.5.95''' | + | '''Date: /12/15/2015/ Version: 8.1.5.95''' |
*Purchase Order/Fixed/Order Status/Order Status changing on orders where items had already been received. | *Purchase Order/Fixed/Order Status/Order Status changing on orders where items had already been received. | ||
*Purchase Order/Modified/Reorder quantity pulling from incorrect record | *Purchase Order/Modified/Reorder quantity pulling from incorrect record | ||
Line 748: | Line 213: | ||
*Inventory/Fixed/When on non-inventory item the Stock & Material Detail tabs were still showing. They should not. | *Inventory/Fixed/When on non-inventory item the Stock & Material Detail tabs were still showing. They should not. | ||
− | '''Date: 12/14/2015/ Version: 8.1.5.94''' | + | '''Date: /12/14/2015/ Version: 8.1.5.94''' |
*System/Modified/Functionality for SQL 2012 and beyond | *System/Modified/Functionality for SQL 2012 and beyond | ||
*System/Modified/Functionality for record locking | *System/Modified/Functionality for record locking | ||
− | '''Date: 12/10/2015/ Version: 8.1.5.93''' | + | '''Date: /12/10/2015/ Version: 8.1.5.93''' |
*Inventory/Fixed/Stock Add form not closing | *Inventory/Fixed/Stock Add form not closing | ||
− | '''Date: 11/12/2015/ Version: 8.1.5.92''' | + | '''Date: /11/12/2015/ Version: 8.1.5.92''' |
*Purchase Order/Fixed/Removing POItems causing order items to go into a JIT status when linked and the POItem had not been received. Which could cause Invoiced items to go into a JIT status. | *Purchase Order/Fixed/Removing POItems causing order items to go into a JIT status when linked and the POItem had not been received. Which could cause Invoiced items to go into a JIT status. | ||
− | '''Date: 11/02/2015/ Version: 8.1.5.91''' | + | '''Date: /11/02/2015/ Version: 8.1.5.91''' |
*Orders/Fixed/Cost zeroing out when added to the order | *Orders/Fixed/Cost zeroing out when added to the order | ||
− | '''Date: 10/28/2015/ Version: 8.1.5.90''' | + | '''Date: /10/28/2015/ Version: 8.1.5.90''' |
*System/Added/Permission to delete closed Purchase orders flag | *System/Added/Permission to delete closed Purchase orders flag | ||
*Orders/Added/Unavailable time records now calculate scheduled hours. | *Orders/Added/Unavailable time records now calculate scheduled hours. | ||
*System/Added/Autorun tech code to calculated scheduled hours on future unavailable records. | *System/Added/Autorun tech code to calculated scheduled hours on future unavailable records. | ||
− | '''Date: 10/14/2015/ Version: 8.1.5.89''' | + | '''Date: /10/14/2015/ Version: 8.1.5.89''' |
*Inventory/Reconcile/Fixed/The label on allocation screen for needed count to fulfill required action | *Inventory/Reconcile/Fixed/The label on allocation screen for needed count to fulfill required action | ||
*Inventory/Reconcile/Added/Button on allocation screen to auto revert reserved items to allocated status until count needed is met | *Inventory/Reconcile/Added/Button on allocation screen to auto revert reserved items to allocated status until count needed is met | ||
Line 773: | Line 238: | ||
*Inventory/Reconcile/Fixed/Spelling for 'physical count record not found' message | *Inventory/Reconcile/Fixed/Spelling for 'physical count record not found' message | ||
− | '''Date: 10/12/2015/ Version: 8.1.5.88''' | + | '''Date: /10/12/2015/ Version: 8.1.5.88''' |
*Vendors/Modified/Added Cost and Retail to the update logic for Vendor Items | *Vendors/Modified/Added Cost and Retail to the update logic for Vendor Items | ||
− | '''Date: 10/09/2015/ Version: 8.1.5.87''' | + | '''Date: /10/09/2015/ Version: 8.1.5.87''' |
*Orders/Added/Link Service Item to Wage Item | *Orders/Added/Link Service Item to Wage Item | ||
*Orders/Added/When Changing service item initialize the wage item | *Orders/Added/When Changing service item initialize the wage item | ||
Line 782: | Line 247: | ||
*Orders/Fixed/Order Items tab spelling error | *Orders/Fixed/Order Items tab spelling error | ||
− | '''Date: 10/05/2015/ Version: 8.1.5.86''' | + | '''Date: /10/05/2015/ Version: 8.1.5.86''' |
*Orders/Modified/Opened Labor Cost to allow editing after invoicing. Note: the Cost can only be adjusted if the Billing status or Price Book does not link Scheduled and Billing | *Orders/Modified/Opened Labor Cost to allow editing after invoicing. Note: the Cost can only be adjusted if the Billing status or Price Book does not link Scheduled and Billing | ||
− | '''Date: 10/03/2015/ Version: 8.1.5.85''' | + | '''Date: /10/03/2015/ Version: 8.1.5.85''' |
*Utilities/Modified/Inventory Reconciliation now has a button to Accept all items in the batch. Note: You must do Import Physical Counts prior to accepting all items. | *Utilities/Modified/Inventory Reconciliation now has a button to Accept all items in the batch. Note: You must do Import Physical Counts prior to accepting all items. | ||
− | '''Date: 09/30/2015/ Version: 8.1.5.84''' | + | '''Date: /09/30/2015/ Version: 8.1.5.84''' |
*Orders/Fixed/Labor Editor Tech lookup was not placing selection in the Tech field | *Orders/Fixed/Labor Editor Tech lookup was not placing selection in the Tech field | ||
− | '''Date: 09/22/2015/ Version: 8.1.5.83''' | + | '''Date: /09/22/2015/ Version: 8.1.5.83''' |
*PO/Added/Ability to update inventory cost and retail from the DEFAULT LANDED vendor/vendor items | *PO/Added/Ability to update inventory cost and retail from the DEFAULT LANDED vendor/vendor items | ||
*Orders/Modified/If user cannot edit invoiced orders they also cannot edit the line items in any way, if the line item has been invoiced. If user can edit invoiced orders, they can also edit the line items, unless the line items are fully invoiced, in which case, specific fields are blocked. If user has ability to edit orders they can add line items to invoiced orders. | *Orders/Modified/If user cannot edit invoiced orders they also cannot edit the line items in any way, if the line item has been invoiced. If user can edit invoiced orders, they can also edit the line items, unless the line items are fully invoiced, in which case, specific fields are blocked. If user has ability to edit orders they can add line items to invoiced orders. | ||
Line 802: | Line 267: | ||
*Inventory/Added/Logic to clone vendor item record (if found) from the inventory default vendor for each child vendor (if found, and vendor item doesn't exist for vendor's default zone) | *Inventory/Added/Logic to clone vendor item record (if found) from the inventory default vendor for each child vendor (if found, and vendor item doesn't exist for vendor's default zone) | ||
− | '''Date: 09/14/2015/ Version: 8.1.5.82''' | + | '''Date: /09/14/2015/ Version: 8.1.5.82''' |
*Orders/Modified/Allow editing of selected fields when the order is fully invoiced. | *Orders/Modified/Allow editing of selected fields when the order is fully invoiced. | ||
*Inventory/Modified/Update landed cost from PO | *Inventory/Modified/Update landed cost from PO | ||
*Vendors/Added/MSRP field | *Vendors/Added/MSRP field | ||
− | '''Date: 09/04/2015/ Version: 8.1.5.81''' | + | '''Date: /09/04/2015/ Version: 8.1.5.81''' |
*System/Fixed/Search now excludes Voided orders | *System/Fixed/Search now excludes Voided orders | ||
*System/Fixed/Tax mode was backwards. Using U.S. taxes in Canadian mode | *System/Fixed/Tax mode was backwards. Using U.S. taxes in Canadian mode | ||
− | '''Date: 08/30/2015/ Version: 8.1.5.80''' | + | '''Date: /08/30/2015/ Version: 8.1.5.80''' |
*Inventory Reconciliation/Fixed/Sort on Item Name was not sorting | *Inventory Reconciliation/Fixed/Sort on Item Name was not sorting | ||
− | '''Date: 08/28/2015/ Version: 8.1.5.79''' | + | '''Date: /08/28/2015/ Version: 8.1.5.79''' |
*Orders/Fixed/Work Group filtering when editing a labor entry with only the work group selected | *Orders/Fixed/Work Group filtering when editing a labor entry with only the work group selected | ||
*Customer/Fixed/Error when deleting a customer | *Customer/Fixed/Error when deleting a customer | ||
Line 820: | Line 285: | ||
*Orders/Fixed/Total Cost not updating based on quantity | *Orders/Fixed/Total Cost not updating based on quantity | ||
− | '''Date: 08/20/2015/ Version: 8.1.5.78''' | + | '''Date: /08/20/2015/ Version: 8.1.5.78''' |
*Orders/Fixed/Errors converting when item records have null values from historical data | *Orders/Fixed/Errors converting when item records have null values from historical data | ||
*Inventory Recon/Converting imported records to a batch | *Inventory Recon/Converting imported records to a batch | ||
Line 826: | Line 291: | ||
*SQLink/Fixed/Set is active if user does not have a tech ID | *SQLink/Fixed/Set is active if user does not have a tech ID | ||
− | '''Date: 08/19/2015/ Version: 8.1.5.77''' | + | '''Date: /08/19/2015/ Version: 8.1.5.77''' |
*Labor/Fixed/Error creating new labor in Canadian version | *Labor/Fixed/Error creating new labor in Canadian version | ||
− | '''Date: 08/14/2015/ Version: 8.1.5.76''' | + | '''Date: /08/14/2015/ Version: 8.1.5.76''' |
*Not released | *Not released | ||
− | '''Date: 08/03/2015/ Version: 8.1.5.75''' | + | '''Date: /08/03/2015/ Version: 8.1.5.75''' |
*Inventory Snapshot/Modified/Rewrote logic used to generate the inventory snapshot due to issues when there are 1m records | *Inventory Snapshot/Modified/Rewrote logic used to generate the inventory snapshot due to issues when there are 1m records | ||
− | '''Date: 07/31/2015/ Version: 8.1.5.74''' | + | '''Date: /07/31/2015/ Version: 8.1.5.74''' |
*Recurring Orders/Fixed/Error when adding a new record and there was a default service item assigned | *Recurring Orders/Fixed/Error when adding a new record and there was a default service item assigned | ||
*Utilities/Modified/Clone logic now includes optional settings for cloning Customers/Vendors/Inventory/Service Items/Employees | *Utilities/Modified/Clone logic now includes optional settings for cloning Customers/Vendors/Inventory/Service Items/Employees | ||
*Invoicing/Fixed/Bug with refunds screen | *Invoicing/Fixed/Bug with refunds screen | ||
− | '''Date: 07/24/2015/ Version: 8.1.5.73/8.1.4.27''' | + | '''Date: / 07/24/2015/ Version: 8.1.5.73/8.1.4.27''' |
*System/Fixed/Search View Export/Excel export now working from all views | *System/Fixed/Search View Export/Excel export now working from all views | ||
*Customer/Fixed/Duplicating customers now working correctly | *Customer/Fixed/Duplicating customers now working correctly | ||
Line 848: | Line 313: | ||
*SQLink/Added/Timesheets/If timesheet doesn't have payroll item, then user order/proposal task, THEN user default | *SQLink/Added/Timesheets/If timesheet doesn't have payroll item, then user order/proposal task, THEN user default | ||
− | '''Date: 07/01/2015/ Version: 8.1.5.72''' | + | '''Date: / 07/01/2015/ Version: 8.1.5.72''' |
*System/Modified/Move Tax logic back to the executable due to SQL issues merging the data | *System/Modified/Move Tax logic back to the executable due to SQL issues merging the data | ||
*Utilities/Fixed/Running inventory recreate details | *Utilities/Fixed/Running inventory recreate details | ||
*PO/Fixed/Items not getting set as received when received | *PO/Fixed/Items not getting set as received when received | ||
− | '''Date: 06/30/2015/ Version: 8.1.5.71''' | + | '''Date: / 06/30/2015/ Version: 8.1.5.71''' |
*System/Fixed/Not hiding commission info on totals tab | *System/Fixed/Not hiding commission info on totals tab | ||
*PO/Modified/Do not recalculate PO counts if nothing received | *PO/Modified/Do not recalculate PO counts if nothing received | ||
− | '''Date: 06/29/2015/ Version: 8.1.5.70\SQLink 8.1.5.23''' | + | '''Date: / 06/29/2015/ Version: 8.1.5.70\SQLink 8.1.5.23''' |
*Vendors/Modified/Do not export if the vendor is an SME only vendor | *Vendors/Modified/Do not export if the vendor is an SME only vendor | ||
*SQLink/Added/Parent Vendor only import/export | *SQLink/Added/Parent Vendor only import/export | ||
*SQLink/Added/Export only Parent Vendors if the option is set | *SQLink/Added/Export only Parent Vendors if the option is set | ||
− | '''Date: 06/23/2015/ Version: 8.1.4.69''' | + | '''Date: / 06/23/2015/ Version: 8.1.4.69''' |
*System/Fixed/Tax group name causing error when editing or creating new records | *System/Fixed/Tax group name causing error when editing or creating new records | ||
*Orders/Fixed/Could not edit labor when invoiced count equaled zero | *Orders/Fixed/Could not edit labor when invoiced count equaled zero | ||
− | '''Date: 06/19/2015/ Version: 8.1.4.68/SQLink 8.1.4.22''' | + | '''Date: / 06/19/2015/ Version: 8.1.4.68/SQLink 8.1.4.22''' |
*SQLink/Fixed/PO not exporting correctly when Customer name not in QB | *SQLink/Fixed/PO not exporting correctly when Customer name not in QB | ||
*Orders/Fixed/Selecting stock after it has been set to JIT or Allocated | *Orders/Fixed/Selecting stock after it has been set to JIT or Allocated | ||
Line 876: | Line 341: | ||
− | '''Date: 06/11/2015/ Version: 8.1.4.67''' | + | '''Date: / 06/11/2015/ Version: 8.1.4.67 - Not released''' |
− | |||
− | '''Date: 06/06/2015/ Version: 8.1.4.66''' | + | '''Date: / 06/06/2015/ Version: 8.1.4.66''' |
*Orders/Fixed/Could not edit text lines | *Orders/Fixed/Could not edit text lines | ||
*Purchase Orders/Fixed/Customer was dropped when exporting a PO created from orders | *Purchase Orders/Fixed/Customer was dropped when exporting a PO created from orders | ||
− | '''Date: 06/05/2015/ Version: 8.1.4.65''' | + | '''Date: / 06/05/2015/ Version: 8.1.4.65''' |
*Recurring Orders/Fixed/Next Date prompt was locked on requesting a next date when it was already set | *Recurring Orders/Fixed/Next Date prompt was locked on requesting a next date when it was already set | ||
*Recurring Orders/Modified/Set the next date from the order generation, if available, next date, or current date | *Recurring Orders/Modified/Set the next date from the order generation, if available, next date, or current date | ||
Line 892: | Line 356: | ||
*Orders/Fixed/Package items were not getting set as on PO | *Orders/Fixed/Package items were not getting set as on PO | ||
− | '''Date: 06/04/2015/ Version: 8.1.4.64''' | + | '''Date: / 06/04/2015/ Version: 8.1.4.64''' |
*System/Taxes/Add ability to set item tax on the items | *System/Taxes/Add ability to set item tax on the items | ||
*Orders/Fixed/Add the item tax when adding the item to an order regardless of any other tax setting | *Orders/Fixed/Add the item tax when adding the item to an order regardless of any other tax setting | ||
Line 898: | Line 362: | ||
*Customer/Fixed/Editing customer equipment maintenance activities in Windows 8/server 2012 | *Customer/Fixed/Editing customer equipment maintenance activities in Windows 8/server 2012 | ||
− | '''Date: 06/03/2015/ Version: 8.1.4.63''' | + | '''Date: / 06/03/2015/ Version: 8.1.4.63''' |
*Inventory/Modified/Reconciliation now has closed flag for physical count batches | *Inventory/Modified/Reconciliation now has closed flag for physical count batches | ||
*Inventory/Fixed/Reconciliation dates getting set on items that were loaded in the batch but not adjusted | *Inventory/Fixed/Reconciliation dates getting set on items that were loaded in the batch but not adjusted | ||
Line 905: | Line 369: | ||
*Inventory/Added/Ability to reconcile by individual item or by batch | *Inventory/Added/Ability to reconcile by individual item or by batch | ||
− | '''Date: 06/03/2015/ Version: 8.1.4.62''' | + | '''Date: / 06/03/2015/ Version: 8.1.4.62''' |
*Purchase Order/Fixed/PO Items not getting set as received if the items were in a package | *Purchase Order/Fixed/PO Items not getting set as received if the items were in a package | ||
*Orders/Added/Site Notes to Notes menu | *Orders/Added/Site Notes to Notes menu | ||
*Inventory/Fixed/More fixes on Stock tab/Add Stock editor | *Inventory/Fixed/More fixes on Stock tab/Add Stock editor | ||
− | '''Date: 05/28/2015/ Version: 8.1.4.61/SQLink 8.1.4.21''' | + | '''Date: / 05/28/2015/ Version: 8.1.4.61/SQLink 8.1.4.21''' |
*Orders/Fixed/Material editor error editing material | *Orders/Fixed/Material editor error editing material | ||
*Customer Equipment/Fixed/Error adding equipment from the Customer Equipment module | *Customer Equipment/Fixed/Error adding equipment from the Customer Equipment module | ||
Line 920: | Line 384: | ||
*SQLink/Fixed/Invoices were exporting to QB with all items as non-tax due to changes in Canadian logic | *SQLink/Fixed/Invoices were exporting to QB with all items as non-tax due to changes in Canadian logic | ||
− | '''Date: 05/27/2015/ Version: 8.1.4.60/SQLink 8.1.4.20''' | + | '''Date: / 05/27/2015/ Version: 8.1.4.60/SQLink 8.1.4.20''' |
*SQLink/Added/Taxes/When calculating taxes do not round line items only round the Total to match QuickBooks. | *SQLink/Added/Taxes/When calculating taxes do not round line items only round the Total to match QuickBooks. | ||
*System/Discounts/Set up Order level discounts on line item taxes (order must have a tax group or code). | *System/Discounts/Set up Order level discounts on line item taxes (order must have a tax group or code). | ||
Line 935: | Line 399: | ||
*SQLink/Added/Tech Code, 360, to set the merge date on all fields so all info is not synced after a QuickBooks upgrade/update | *SQLink/Added/Tech Code, 360, to set the merge date on all fields so all info is not synced after a QuickBooks upgrade/update | ||
− | '''Date: 05/18/2015/ Version: 8.1.2.59 - Limited Released/SQLink 8.1.3.19''' | + | '''Date: / 05/18/2015/ Version: 8.1.2.59 - Limited Released/SQLink 8.1.3.19''' |
*System/Setup/Taxes - set up SME to work in Canadian versions without QB | *System/Setup/Taxes - set up SME to work in Canadian versions without QB | ||
− | '''Date: 05/12/2015/ Version: 8.1.3.58/8.1.3.17''' | + | '''Date: / 05/12/2015/ Version: 8.1.3.58/8.1.3.17''' |
*SQLink/Added/Don't export reverse credits (auto generated in payments from invoices with negative balances) | *SQLink/Added/Don't export reverse credits (auto generated in payments from invoices with negative balances) | ||
− | '''Date: 05/08/2015/ Version: 8.1.3.58/8.1.3.16''' | + | '''Date: / 05/08/2015/ Version: 8.1.3.58/8.1.3.16''' |
*SQLink/Added/When doing a resynch, don't flag overpayments and balancing payment for export | *SQLink/Added/When doing a resynch, don't flag overpayments and balancing payment for export | ||
*SQLink/Added/When exporting invoices using summarized totals, separate the negatives from the positive amounts, and flag negative amounts as non-taxable | *SQLink/Added/When exporting invoices using summarized totals, separate the negatives from the positive amounts, and flag negative amounts as non-taxable | ||
Line 947: | Line 411: | ||
*SQLink/Added/Help function - given an invoice number, return all invoice IDs found in QB, and all invoice IDs found in SME for that number | *SQLink/Added/Help function - given an invoice number, return all invoice IDs found in QB, and all invoice IDs found in SME for that number | ||
− | '''Date: 05/05/2015/ Version: 8.1.3.57/8.1.3.15''' | + | '''Date: / 05/05/2015/ Version: 8.1.3.57/8.1.3.15''' |
*Payments/Modified/Added new parameter for online payments | *Payments/Modified/Added new parameter for online payments | ||
− | '''Date: 04/28/2015/ Version: 8.1.3.56''' | + | '''Date: / 04/28/2015/ Version: 8.1.3.56''' |
*System/Forms no longer open in Edit mode unless something is actually changing on the form | *System/Forms no longer open in Edit mode unless something is actually changing on the form | ||
*Customer/Fixed/Error adding Prepaid hours | *Customer/Fixed/Error adding Prepaid hours | ||
Line 961: | Line 425: | ||
*Incoming Email/Modified/Now use phone number or email to parse out which company the incoming email is to generate a ticket for | *Incoming Email/Modified/Now use phone number or email to parse out which company the incoming email is to generate a ticket for | ||
− | '''Date: 04/23/2015/ Version: 8.1.3.55/SQLink 8.1.3.14''' | + | '''Date: / 04/23/2015/ Version: 8.1.3.55/SQLink 8.1.3.14''' |
*Contacts/Modified/When adding new contacts, IF there is no customer UID set on the record, set the customer UID to the order UID. | *Contacts/Modified/When adding new contacts, IF there is no customer UID set on the record, set the customer UID to the order UID. | ||
*Contacts/Modified/Tech Code to set Customer UID to Order UID on contacts with blank customer UID | *Contacts/Modified/Tech Code to set Customer UID to Order UID on contacts with blank customer UID | ||
Line 968: | Line 432: | ||
*Orders/Modified/Delete from Contacts if the Customer UID = Order UID | *Orders/Modified/Delete from Contacts if the Customer UID = Order UID | ||
− | '''Date: 04/20/2015/ Version: 8.1.3.54/SQLink 8.1.3.14''' | + | '''Date: / 04/20/2015/ Version: 8.1.3.54/SQLink 8.1.3.14''' |
*Inventory/Reconciliation/Added Grouping to the editor grid | *Inventory/Reconciliation/Added Grouping to the editor grid | ||
*Inventory/Reconciliation/Added order number when item getting modified is on an order | *Inventory/Reconciliation/Added order number when item getting modified is on an order | ||
Line 975: | Line 439: | ||
*SQLink/Auto Logging/Save the log to a file when records exceed 5k. (Usually only happens on an initial import) | *SQLink/Auto Logging/Save the log to a file when records exceed 5k. (Usually only happens on an initial import) | ||
− | '''Date: 04/17.2015/ Version: 8.1.3.53''' | + | '''Date: / 04/17.2015/ Version: 8.1.3.53''' |
*Inventory/Modified/Reconciliation set up to utilize the batch id for tracking | *Inventory/Modified/Reconciliation set up to utilize the batch id for tracking | ||
*Contacts/Modified/When canceling an order/invoice/proposal - Remove contacts added when a new customer record has been started in a module other than the customer module | *Contacts/Modified/When canceling an order/invoice/proposal - Remove contacts added when a new customer record has been started in a module other than the customer module | ||
Line 982: | Line 446: | ||
*Orders/Fixed/Item Editor was not always applying the Force JIT option when it was set | *Orders/Fixed/Item Editor was not always applying the Force JIT option when it was set | ||
− | '''Date: 04.16.2015/ Version: 8.1.3.52''' | + | '''Date: / 04.16.2015/ Version: 8.1.3.52''' |
*Inventory/Modified/Reconciliation functionality testing | *Inventory/Modified/Reconciliation functionality testing | ||
− | '''Date: 03.27.2015/ Version: 8.1.3.51/SQLink 8.1.3.13 ''' | + | '''Date: / 03.27.2015/ Version: 8.1.3.51/SQLink 8.1.3.13 ''' |
*System/Added color for items that are on PO / New Functionality | *System/Added color for items that are on PO / New Functionality | ||
*System/Setup/Added PO Received order status / New Functionality | *System/Setup/Added PO Received order status / New Functionality | ||
Line 997: | Line 461: | ||
*SQLink/Modified/Color on popup to lighter color / New Functionality | *SQLink/Modified/Color on popup to lighter color / New Functionality | ||
− | '''Date: 03.25.2015/ Version: 8.1.3.50''' | + | '''Date: / 03.25.2015/ Version: 8.1.3.50''' |
*System/Updates/Change was dropping the DB permissions and was not able to reconnect them while building | *System/Updates/Change was dropping the DB permissions and was not able to reconnect them while building | ||
− | '''Date: 03.24.2015/ Version: 8.1.3.49''' | + | '''Date: / 03.24.2015/ Version: 8.1.3.49''' |
*Not released | *Not released | ||
− | '''Date: 03.19.2015/ Version: 8.1.3.48''' | + | '''Date: / 03.19.2015/ Version: 8.1.3.48''' |
*Proposal/Fixed/Copy-Paste not working in Services Requested | *Proposal/Fixed/Copy-Paste not working in Services Requested | ||
*Orders/Fixed/Labor editor not updating when using Bill Status of Equal Scheduled | *Orders/Fixed/Labor editor not updating when using Bill Status of Equal Scheduled | ||
Line 1,016: | Line 480: | ||
*Inventory/Fixed/Transfer fixed so last line is now updated and re-editing is not necessary | *Inventory/Fixed/Transfer fixed so last line is now updated and re-editing is not necessary | ||
− | '''Date: 03.10.2015/ Version: 8.1.3.47''' | + | '''Date: / 03.10.2015/ Version: 8.1.3.47''' |
*Orders/Added/Batch info to the order, ID, Batch Date - New Functionality | *Orders/Added/Batch info to the order, ID, Batch Date - New Functionality | ||
*Invoice/Added/Create Recurring order form an invoice | *Invoice/Added/Create Recurring order form an invoice | ||
Line 1,028: | Line 492: | ||
*Recurring Orders/Modified/Can now add packages | *Recurring Orders/Modified/Can now add packages | ||
− | '''Date: 03.06.2015/ Version: 8.1.3.46/SQLink 8.1.3.12''' | + | '''Date: / 03.06.2015/ Version: 8.1.3.46/SQLink 8.1.3.12''' |
*Batch PO/Modified/Moved change notification from the grid to the table since drop downs were not filling in correctly | *Batch PO/Modified/Moved change notification from the grid to the table since drop downs were not filling in correctly | ||
*Dispatch/Fixed/Invalid function error when adding a valid tech to an order | *Dispatch/Fixed/Invalid function error when adding a valid tech to an order | ||
*SQLink/Added/Date range for re-export of data | *SQLink/Added/Date range for re-export of data | ||
− | '''Date: 03.05.2015/ Version: 8.1.3.45/SQLink 8.1.3.11''' | + | '''Date: / 03.05.2015/ Version: 8.1.3.45/SQLink 8.1.3.11''' |
*Purchase Order/Fixed/Do not prompt for re-export if nothing changed on PO when saving | *Purchase Order/Fixed/Do not prompt for re-export if nothing changed on PO when saving | ||
*SQLink/Modified/For Canadian companies fill item tax info since items are used to set tax status | *SQLink/Modified/For Canadian companies fill item tax info since items are used to set tax status | ||
*Recurring Orders/Fixed/Error when deleting a subtotal from Order Items screen | *Recurring Orders/Fixed/Error when deleting a subtotal from Order Items screen | ||
− | '''Date: 03.04.2015/ Version: 8.1.3.44''' | + | '''Date: / 03.04.2015/ Version: 8.1.3.44''' |
*System/Added/F10 Search for open PO's | *System/Added/F10 Search for open PO's | ||
*System/Added/Tools> Advanced> Set default font on memo fields - New functionality | *System/Added/Tools> Advanced> Set default font on memo fields - New functionality | ||
*Invoice/Fixed/Adding items to an itemized invoice causing errors | *Invoice/Fixed/Adding items to an itemized invoice causing errors | ||
− | '''Date: 03.02.2015/ Version: 8.1.3.43''' | + | '''Date: / 03.02.2015/ Version: 8.1.3.43''' |
*Orders/Added/To Be emailed and To Be Printed to Details and Settings tab | *Orders/Added/To Be emailed and To Be Printed to Details and Settings tab | ||
− | '''Date: 02.27.2015/ Version: 8.1.3.42/8.1.3.10''' | + | '''Date: / 02.27.2015/ Version: 8.1.3.42/8.1.3.10''' |
*Views/Modified/Filters always case sensitive | *Views/Modified/Filters always case sensitive | ||
*SQLink/Modified/Do not export employee info from SME if Tech Time unchecked | *SQLink/Modified/Do not export employee info from SME if Tech Time unchecked | ||
Line 1,052: | Line 516: | ||
*SQLink/Modified/All open invoices will be exported, only payments tied to invoices will be exported, only PO's with received items will be exported | *SQLink/Modified/All open invoices will be exported, only payments tied to invoices will be exported, only PO's with received items will be exported | ||
− | '''Date: 02.25.2015/ Version: 8.1.3.41/8.1.3.8''' | + | '''Date: / 02.25.2015/ Version: 8.1.3.41/8.1.3.8''' |
*Payments/Added/Refund payment transaction info | *Payments/Added/Refund payment transaction info | ||
*Payments/Added/Added payment methods for online refunds | *Payments/Added/Added payment methods for online refunds | ||
Line 1,060: | Line 524: | ||
*System/Fixed/Errors when converting custom tables from older versions | *System/Fixed/Errors when converting custom tables from older versions | ||
− | '''Date: 02.17.2015/ Version: 8.1.2.40''' | + | '''Date: / 02.17.2015/ Version: 8.1.2.40''' |
*Batch Print/Modified/Added drop down for batch printing orders | *Batch Print/Modified/Added drop down for batch printing orders | ||
*Batch Print/Added/Batch ID to grid batch printing orders | *Batch Print/Added/Batch ID to grid batch printing orders | ||
Line 1,067: | Line 531: | ||
*Payments/Added/Refund payment logic | *Payments/Added/Refund payment logic | ||
− | '''Date: 02.16.2015/ Version: 8.1.2.39''' | + | '''Date: / 02.16.2015/ Version: 8.1.2.39''' |
*Recurring Order/Fixed/Invoice drop down not filling | *Recurring Order/Fixed/Invoice drop down not filling | ||
*Orders/Added/Settings to maintain recurring batch order information | *Orders/Added/Settings to maintain recurring batch order information | ||
− | '''Date: 02.14.2015/ Version: 8.1.2.38''' | + | '''Date: / 02.14.2015/ Version: 8.1.2.38''' |
*Setup/Credit Card Processing/Allow editing of settings | *Setup/Credit Card Processing/Allow editing of settings | ||
*System/Batch ID's/Added 'last' batch run to tables | *System/Batch ID's/Added 'last' batch run to tables | ||
Line 1,085: | Line 549: | ||
− | '''Date: 02.10.2015/ Version: 8.1.2.37''' | + | '''Date: / 02.10.2015/ Version: 8.1.2.37''' |
*Customer/Added/Customer/Store Credit Card grid | *Customer/Added/Customer/Store Credit Card grid | ||
*Setup/Added/Setup/Company/System/Enable Pay Pro flag | *Setup/Added/Setup/Company/System/Enable Pay Pro flag | ||
Line 1,093: | Line 557: | ||
*System/Modified/If a user is Inactive turn off the Logged In Flag | *System/Modified/If a user is Inactive turn off the Logged In Flag | ||
− | '''Date: 02.06.2015/ Version: 8.1.2.36''' | + | '''Date: / 02.06.2015/ Version: 8.1.2.36''' |
*System/Modified/Order tax handling | *System/Modified/Order tax handling | ||
− | '''Date: 02.04.2015/ Version: 8.1.2.35/SQLink 8.1.2.7''' | + | '''Date: / 02.04.2015/ Version: 8.1.2.35/SQLink 8.1.2.7''' |
*System/DYN Export/Break out export files by month | *System/DYN Export/Break out export files by month | ||
*System/Added/Table to store Credit card info per customer | *System/Added/Table to store Credit card info per customer | ||
Line 1,102: | Line 566: | ||
*SQLink/Fixed/Now matches existing wage item if it exists in SME | *SQLink/Fixed/Now matches existing wage item if it exists in SME | ||
− | '''Date: 02.03.2015/ Version: 8.1.2.34''' | + | '''Date: / 02.03.2015/ Version: 8.1.2.34''' |
*System/DYN Export/All exported invoices go out as 'in' | *System/DYN Export/All exported invoices go out as 'in' | ||
*System/Updates/Only rebuild indexes on tables with a modified structure | *System/Updates/Only rebuild indexes on tables with a modified structure | ||
− | '''Date: 01.30.2015/ Version: 8.1.2.33/SQLink 8.1.2.6''' | + | '''Date: / 01.30.2015/ Version: 8.1.2.33/SQLink 8.1.2.6''' |
*SQLink/Added/Option to stop importing vendors from QB and only export from SME to QB | *SQLink/Added/Option to stop importing vendors from QB and only export from SME to QB | ||
*SQLink/Added/Option to clear all QB UID's and other imported QB info to allow SME to sync with a new QB Company file | *SQLink/Added/Option to clear all QB UID's and other imported QB info to allow SME to sync with a new QB Company file | ||
Line 1,112: | Line 576: | ||
*PO/Fixed/Bad field name in a PO export query | *PO/Fixed/Bad field name in a PO export query | ||
− | '''Date: 01.27.2015/ Version: 8.1.1.32/SQLink 8.1.1.5''' | + | '''Date: / 01.27.2015/ Version: 8.1.1.32/SQLink 8.1.1.5''' |
*SQLink/Modified/Added a tech code to turn off SQLink if a customer decided to stop using QB | *SQLink/Modified/Added a tech code to turn off SQLink if a customer decided to stop using QB | ||
*System/DYN Export/Show QB ID flag | *System/DYN Export/Show QB ID flag | ||
*SQLink/Modified/Export of Partner Discounts to always be a positive number | *SQLink/Modified/Export of Partner Discounts to always be a positive number | ||
− | '''Date: 01.21.2015/ Version: 8.1.1.31''' | + | '''Date: / 01.21.2015/ Version: 8.1.1.31''' |
*Purchase Orders/Fixed/Data not getting set correctly if editing after closing the PO | *Purchase Orders/Fixed/Data not getting set correctly if editing after closing the PO | ||
*Purchase Orders/Fixed/Creating multiple material detail records when : the cost had changed AND the item was not serialized AND the available quantity < the po Item quantity (which resulted in a split condition) | *Purchase Orders/Fixed/Creating multiple material detail records when : the cost had changed AND the item was not serialized AND the available quantity < the po Item quantity (which resulted in a split condition) | ||
− | '''Date: 01.16.2015/ Version: 8.1.1.30''' | + | '''Date: / 01.16.2015/ Version: 8.1.1.30''' |
*System/Added/Work Groups to the Assigned To lists for selection | *System/Added/Work Groups to the Assigned To lists for selection | ||
*System/Added/If the Assigned To is a Work Group set all new tasks for the Work Group | *System/Added/If the Assigned To is a Work Group set all new tasks for the Work Group | ||
Line 1,133: | Line 597: | ||
*Routines/Fixed/Misspelling of salesperson causing emails to stop going out | *Routines/Fixed/Misspelling of salesperson causing emails to stop going out | ||
− | '''Date: 01.15.2015/ Version: 8.1.1.29''' | + | '''Date: / 01.15.2015/ Version: 8.1.1.29''' |
*Purchase Orders/Modified/Items can now be imported from Excel to fill purchase orders | *Purchase Orders/Modified/Items can now be imported from Excel to fill purchase orders | ||
*System/Modified/No longer reports an error if license check fails | *System/Modified/No longer reports an error if license check fails | ||
Line 1,142: | Line 606: | ||
*System/Added/Option to disable multi-threading on grids for Windows 8 and server 2012 | *System/Added/Option to disable multi-threading on grids for Windows 8 and server 2012 | ||
− | '''Date: 01.12.2015/ Version: 8.1.1.28''' | + | '''Date: / 01.12.2015/ Version: 8.1.1.28''' |
*System/Added/Menu item to toggle all print flags if some are set they will clear and the others will set | *System/Added/Menu item to toggle all print flags if some are set they will clear and the others will set | ||
*RMA/Modified/When receiving RMA Item, if the permanent removal is not checked, always treat it as if the 'replace item' were. | *RMA/Modified/When receiving RMA Item, if the permanent removal is not checked, always treat it as if the 'replace item' were. | ||
Line 1,149: | Line 613: | ||
*System/Auto Email/Custom fields that match between modules were not getting filled in on automatically generated orders | *System/Auto Email/Custom fields that match between modules were not getting filled in on automatically generated orders | ||
− | '''Date: 01.09.2015/ Version: 8.1.1.27''' | + | '''Date: / 01.09.2015/ Version: 8.1.1.27''' |
*Inventory/Fixed/Editor on Material Detail tab was not filling information correctly | *Inventory/Fixed/Editor on Material Detail tab was not filling information correctly | ||
*System/Conversion/Corrected auto run tech code | *System/Conversion/Corrected auto run tech code | ||
− | '''Date: 01.08.2015/ Version: 8.1.1.26''' | + | '''Date: / 01.08.2015/ Version: 8.1.1.26''' |
*Orders/Fixed/Add to Company Equipment flag dropped when adding them to an order | *Orders/Fixed/Add to Company Equipment flag dropped when adding them to an order | ||
*System/Modified/Dynamics data export | *System/Modified/Dynamics data export | ||
*System/Fixed/Message when logging into a database other than the default in multi database systems | *System/Fixed/Message when logging into a database other than the default in multi database systems | ||
− | '''Date: 01.07.2015/ Version: 8.1.1.25''' | + | '''Date: / 01.07.2015/ Version: 8.1.1.25''' |
*System/Modified/Further disabling of grid sorting | *System/Modified/Further disabling of grid sorting | ||
*SQLink/Fixed/Tax formatting was three places | *SQLink/Fixed/Tax formatting was three places | ||
− | '''Date: 01.06.2015/ Version: 8.1.1.24''' | + | '''Date: / 01.06.2015/ Version: 8.1.1.24''' |
*System/Limit license check to 2 tries before defaulting to temporary status | *System/Limit license check to 2 tries before defaulting to temporary status | ||
− | '''Date: 01.05.2015/ Version: 8.1.1.23''' | + | '''Date: / 01.05.2015/ Version: 8.1.1.23''' |
*Orders/Fixed/Dataset not on edit mode | *Orders/Fixed/Dataset not on edit mode | ||
*System/Modified/Temporary disabling of grids calling multiple table queries to fill the results | *System/Modified/Temporary disabling of grids calling multiple table queries to fill the results | ||
Line 1,171: | Line 635: | ||
*System/Fixed/Data file path for the Grid Excel export option | *System/Fixed/Data file path for the Grid Excel export option | ||
− | '''Date: 12.18.2014/ Version: 8.1.1.22''' | + | '''Date: / 12.18.2014/ Version: 8.1.1.22''' |
*Orders/Modified/Material Editor/Location now read when the item is selected to avoid warehouse issues | *Orders/Modified/Material Editor/Location now read when the item is selected to avoid warehouse issues | ||
*System/Modified/Class now carries from Service Items through all modules to invoices | *System/Modified/Class now carries from Service Items through all modules to invoices | ||
Line 1,177: | Line 641: | ||
*Orders/Modified/Material Editor/Changing the warehouse on an item that was using a different warehouse no longer auto transfers the stock to the newly selected location | *Orders/Modified/Material Editor/Changing the warehouse on an item that was using a different warehouse no longer auto transfers the stock to the newly selected location | ||
− | '''Date: 12.17.2014/ Version: 8.1.1.21''' | + | '''Date: / 12.17.2014/ Version: 8.1.1.21''' |
*System/Modified/Dynamics data export | *System/Modified/Dynamics data export | ||
*Orders/Fixed/Labor Editor had an infinite loop when changing billable amount. Only happened when it was not associated with a scheduled amount change | *Orders/Fixed/Labor Editor had an infinite loop when changing billable amount. Only happened when it was not associated with a scheduled amount change | ||
*System/Modified/Maintenance/Warranty Expiration/Now checks that minimum dates are set since if they are not SME could generate false records | *System/Modified/Maintenance/Warranty Expiration/Now checks that minimum dates are set since if they are not SME could generate false records | ||
− | '''Date: 12.17.2014/ Version: 8.1.1.20''' | + | '''Date: / 12.17.2014/ Version: 8.1.1.20''' |
*Auto Email/Fixed/Subject line character restrictions for special characters | *Auto Email/Fixed/Subject line character restrictions for special characters | ||
*System/Export/Modified Dynamics export | *System/Export/Modified Dynamics export | ||
− | '''Date: 12.16.2014/ Version: 8.1.1.19''' | + | '''Date: / 12.16.2014/ Version: 8.1.1.19''' |
*System/Modified/Update now pulls from 8.1 update FTP folders | *System/Modified/Update now pulls from 8.1 update FTP folders | ||
− | '''Date: 12.15.2014/ Version: 8.1.1.18''' | + | '''Date: / 12.15.2014/ Version: 8.1.1.18''' |
*Orders/Fixed/Issue with Contract Number on editor | *Orders/Fixed/Issue with Contract Number on editor | ||
*System/Fixed/Form Code not pulling in custom tab when form code is used | *System/Fixed/Form Code not pulling in custom tab when form code is used | ||
*Purchase Order/Fixed/Only reduce counts if they are greater than the received count | *Purchase Order/Fixed/Only reduce counts if they are greater than the received count | ||
− | '''Date: 12.12.2014/ Version: 8.1.1.17/SQLink 8.1.1.3''' | + | '''Date: / 12.12.2014/ Version: 8.1.1.17/SQLink 8.1.1.3''' |
*System/Fixed/Journal entries not displaying on entering the tab | *System/Fixed/Journal entries not displaying on entering the tab | ||
− | '''Date: 12.10.2014/ Version: 8.1.1.16/SQLink 8.1.1.2''' | + | '''Date: / 12.10.2014/ Version: 8.1.1.16/SQLink 8.1.1.2''' |
*Inventory/Fixed/PO Account ID in Link options | *Inventory/Fixed/PO Account ID in Link options | ||
*SQLink/Added/Option to ignore the customer when only Billing Customers are stored in QuickBooks | *SQLink/Added/Option to ignore the customer when only Billing Customers are stored in QuickBooks | ||
− | '''Date: 12.08.2014/ Version: 8.1.0.15''' | + | '''Date: / 12.08.2014/ Version: 8.1.0.15''' |
*System/Modified/Export for Dynamics | *System/Modified/Export for Dynamics | ||
− | '''Date: 12.08.2014/ Version: 8.1.0.15''' | + | '''Date: / 12.08.2014/ Version: 8.1.0.15''' |
*System/Modified/Export for Dynamics | *System/Modified/Export for Dynamics | ||
− | '''Date: 12.06.2014/ Version: 8.1.0.14''' | + | '''Date: / 12.06.2014/ Version: 8.1.0.14''' |
*System/Added/Export method for text export to MS Dynamics | *System/Added/Export method for text export to MS Dynamics | ||
− | '''Date: 12.05.2014/ Version: 8.1.0.13''' | + | '''Date: / 12.05.2014/ Version: 8.1.0.13''' |
*System/Modified/HTML text editor update to fix pasting images into SME | *System/Modified/HTML text editor update to fix pasting images into SME | ||
*System/Fixed/Conversion when database names do not match SQL conventions | *System/Fixed/Conversion when database names do not match SQL conventions | ||
*System/Modified/Error log messages | *System/Modified/Error log messages | ||
− | '''Date: 12.03.2014/ Version: 8.1.0.12''' | + | '''Date: / 12.03.2014/ Version: 8.1.0.12''' |
*Inventory/Fixed/incorrect field name in vendor items query | *Inventory/Fixed/incorrect field name in vendor items query | ||
*System/Modified/Locking of data in SQL | *System/Modified/Locking of data in SQL | ||
Line 1,221: | Line 685: | ||
*Orders/Service Items/Fixed/Issue when writing Class Name on Recurring generation | *Orders/Service Items/Fixed/Issue when writing Class Name on Recurring generation | ||
− | '''Date: 12.02.2014/ Version: 8.1.0.11''' | + | '''Date: / 12.02.2014/ Version: 8.1.0.11''' |
*System/Modified/Contacts/Filter by both Site and Billing | *System/Modified/Contacts/Filter by both Site and Billing | ||
*Purchase Order/Fixed/Adding item to PO that was created from an order would fill in the order number | *Purchase Order/Fixed/Adding item to PO that was created from an order would fill in the order number | ||
*Maintenance Contracts/Fixed/Updating maintenance contract was resetting the Recurring Invoice start date | *Maintenance Contracts/Fixed/Updating maintenance contract was resetting the Recurring Invoice start date | ||
− | '''Date: 12.01.2014/ Version: 8.1.0.10''' | + | '''Date: / 12.01.2014/ Version: 8.1.0.10''' |
*Users/Fixed/Code value updates with user name changes | *Users/Fixed/Code value updates with user name changes | ||
*Dispatch/Modified/Moved more processes to tables as opposed to temp tables | *Dispatch/Modified/Moved more processes to tables as opposed to temp tables | ||
Line 1,233: | Line 697: | ||
*Dispatch/Modified/Voided orders no longer show in Dispatch | *Dispatch/Modified/Voided orders no longer show in Dispatch | ||
− | '''Date: 11.24.2014/ Version: 8.1.0.9''' | + | '''Date: / 11.24.2014/ Version: 8.1.0.9''' |
*System/Tech Code/Runs tech code to revert all failed order conversions | *System/Tech Code/Runs tech code to revert all failed order conversions | ||
*SQLink/Updated/Now updated to SME 8.1 | *SQLink/Updated/Now updated to SME 8.1 | ||
− | '''Date: 11.19.2014/ Version: 8.1.0.8''' | + | '''Date: / 11.19.2014/ Version: 8.1.0.8''' |
*System/Added/Fields and tables for dynamic export | *System/Added/Fields and tables for dynamic export | ||
*System/Added/Logic to fill the dynamic tables | *System/Added/Logic to fill the dynamic tables | ||
*Packages/Fixed/Error calculating package item totals when price is generated | *Packages/Fixed/Error calculating package item totals when price is generated | ||
− | '''Date: 11.18.2014/ Version: 8.1.0.7''' | + | '''Date: / 11.18.2014/ Version: 8.1.0.7''' |
*Dispatch/Fixed/Error scrolling records when no options are set on settings tab | *Dispatch/Fixed/Error scrolling records when no options are set on settings tab | ||
*Orders/Fixed/Error when scrolling through combined invoices on the Service/Install tabs | *Orders/Fixed/Error when scrolling through combined invoices on the Service/Install tabs | ||
Line 1,248: | Line 712: | ||
*Recurring Invoices/Fixed/Error when posting Recurring Invoices. | *Recurring Invoices/Fixed/Error when posting Recurring Invoices. | ||
− | '''Date: 11.12.2014/ Version: 8.1.0.6''' | + | '''Date: / 11.12.2014/ Version: 8.1.0.6''' |
*System/Modified/Batch PO/Added Item Number to grid | *System/Modified/Batch PO/Added Item Number to grid | ||
*System/Modified/Orders/Made Require Service Code an option | *System/Modified/Orders/Made Require Service Code an option | ||
Line 1,256: | Line 720: | ||
*System/Fixed/Saving records under Customer Equipment was not writing info to the new table but placing them in the old table | *System/Fixed/Saving records under Customer Equipment was not writing info to the new table but placing them in the old table | ||
− | '''Date: 11.11.2014/ Version: 8.1.0.5''' | + | '''Date: / 11.11.2014/ Version: 8.1.0.5''' |
*Batch PO/Fixed/Edit function in grid stopped working | *Batch PO/Fixed/Edit function in grid stopped working | ||
− | '''Date: 11.7.2014/ Version: 8.1.0.4''' | + | '''Date: / 11.7.2014/ Version: 8.1.0.4''' |
*Activities/Fixed/Alarms returning way too many records after database rebuild | *Activities/Fixed/Alarms returning way too many records after database rebuild | ||
− | '''Date: 11.6.2014/ Version: 8.1.0.3''' | + | '''Date: / 11.6.2014/ Version: 8.1.0.3''' |
*System/Fixed/Orders/History tabs not saving settings and displaying correctly | *System/Fixed/Orders/History tabs not saving settings and displaying correctly | ||
*Proposals/Fixed/Fixed rates tab not calculating | *Proposals/Fixed/Fixed rates tab not calculating | ||
*Inventory/Fixed/Transfers not completing the last record on multiple record transfers | *Inventory/Fixed/Transfers not completing the last record on multiple record transfers | ||
− | '''Date: 11.4.2014/ Version: 8.1.0.2''' | + | '''Date: / 11.4.2014/ Version: 8.1.0.2''' |
*System/Add/Zone filter to Proposal/Orders/Invoices to prevent 'Cannot add to order when adding from Dispatch' | *System/Add/Zone filter to Proposal/Orders/Invoices to prevent 'Cannot add to order when adding from Dispatch' | ||
*System/Add/Use Dispatch view for lookups when adding to dispatch. In some cases you may not see a refresh if you are on service and drag a proposal to dispatch | *System/Add/Use Dispatch view for lookups when adding to dispatch. In some cases you may not see a refresh if you are on service and drag a proposal to dispatch | ||
Line 1,276: | Line 740: | ||
*System/Fixed/Error message on shutting down SME | *System/Fixed/Error message on shutting down SME | ||
− | '''Date: 10.31.2014/ Version: 8.1.0.1''' | + | '''Date: / 10.31.2014/ Version: 8.1.0.1''' |
*Batch PO/Added/Button to only close modified PO's | *Batch PO/Added/Button to only close modified PO's | ||
*Batch PO/Added/Button for full regenerate of all PO's | *Batch PO/Added/Button for full regenerate of all PO's | ||
Line 1,283: | Line 747: | ||
*Batch PO/Modified/Only add missing records to the grid instead of completely reloading the grid | *Batch PO/Modified/Only add missing records to the grid instead of completely reloading the grid | ||
− | '''Date: 10.30.2014/ Version: 8.1.0.1''' | + | '''Date: / 10.30.2014/ Version: 8.1.0.1''' |
*Dispatch/Modified/Dispatch id's to tech, vendor, service, install, proposal, invoice | *Dispatch/Modified/Dispatch id's to tech, vendor, service, install, proposal, invoice | ||
*Dispatch/Modified/Uses temp table for labor, uses view data vs query and updates ( Now the ID's necessary for dispatch are on the tables) | *Dispatch/Modified/Uses temp table for labor, uses view data vs query and updates ( Now the ID's necessary for dispatch are on the tables) |