SME 8.1 - Revision History

Date: / 02.10.2015/ Version: 8.1.2.37

• Customer/Added/Customer/Store Credit Card grid
• Setup/Added/Setup/Company/System/Enable Pay Pro flag
• Invoice/Added/Pay Online option
• Payments/Added/Pay Online option
• Orders/Fixed/Do not override Cost/Price in the item editor when selecting stock
• System/Modified/If a user is Inactive turn off the Logged In Flag

Date: / 02.06.2015/ Version: 8.1.2.36

• System/Modified/Order tax handling

Date: / 02.04.2015/ Version: 8.1.2.35/SQLink 8.1.2.7

• System/DYN Export/Break out export files by month
• System/Added/Table to store Credit card info per customer
• SQLink/Modified/Added clear QB ID on PO tables
• SQLink/Fixed/Now matches existing wage item if it exists in SME

Date: / 02.03.2015/ Version: 8.1.2.34

• System/DYN Export/All exported invoices go out as 'in'
• 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

• 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/Modified/Only use the QB UID for searching in QB for an existing item on a re-sync
• PO/Fixed/Bad field name in a PO export query

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
• System/DYN Export/Show QB ID flag
• SQLink/Modified/Export of Partner Discounts to always be a positive number

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/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

• 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/Work Group editor added email field
• Orders/Added/Work Group query for reporting
• Orders/Added/Salesperson to Order Status table
• Orders/Added/Work Group logic on item editor
• Auto Email/Added/Check Work Group emails for Auto Outgoing emails
• Auto Email/Added/Added salesperson to Auto Outgoing emails
• Auto Email/Added/Work Group to task emails. If work group exists and has non blank email, use that email, otherwise, use tech's/vendor's email
• Routines/Fixed/Misspelling of salesperson causing emails to stop going out

Date: / 01.15.2015/ Version: 8.1.1.29

• 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/Grid speed issues
• System/Modified/Set options on new databases
• System/Modified/Hide Web Reports Option unless Web Reports are enabled on the database
• Dispatch/Modified/Right Click menu item 'Email Ticket' now calls same form as the orders modules
• System/Added/Option to disable multi-threading on grids for Windows 8 and server 2012

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
• RMA/Modified/When receiving RMA Item, if the permanent removal is not checked, always treat it as if the 'replace item' were.
• Orders/Modified/Some orders were never going to 100% invoiced due to item deletion and addition after initial invoice
• System/Conversion/Triggers not correctly set when converting from versions prior to 8.0
• 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

• Inventory/Fixed/Editor on Material Detail tab was not filling information correctly
• System/Conversion/Corrected auto run tech code

Date: / 01.08.2015/ Version: 8.1.1.26

• Orders/Fixed/Add to Company Equipment flag dropped when adding them to an order
• System/Modified/Dynamics data export
• 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

• System/Modified/Further disabling of grid sorting
• SQLink/Fixed/Tax formatting was three places

Date: / 01.06.2015/ Version: 8.1.1.24

• System/Limit license check to 2 tries before defaulting to temporary status

Date: / 01.05.2015/ Version: 8.1.1.23

• Orders/Fixed/Dataset not on edit mode
• System/Modified/Temporary disabling of grids calling multiple table queries to fill the results
• System/Added/Excel export to .xlsx extensions
• System/Fixed/Data file path for the Grid Excel export option

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
• System/Modified/Class now carries from Service Items through all modules to invoices
• System/Modified/Maintenance Contract numbers now carry through in the ref# field to invoices generated from recurring invoices
• 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

• 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
• 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

• Auto Email/Fixed/Subject line character restrictions for special characters
• System/Export/Modified Dynamics export

Date: / 12.16.2014/ Version: 8.1.1.19

• System/Modified/Update now pulls from 8.1 update FTP folders

Date: / 12.15.2014/ Version: 8.1.1.18

• Orders/Fixed/Issue with Contract Number on editor
• 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

Date: / 12.12.2014/ Version: 8.1.1.17/SQLink 8.1.1.3

• System/Fixed/Journal entries not displaying on entering the tab

Date: / 12.10.2014/ Version: 8.1.1.16/SQLink 8.1.1.2

• Inventory/Fixed/PO Account ID in Link options
• SQLink/Added/Option to ignore the customer when only Billing Customers are stored in QuickBooks

Date: / 12.08.2014/ Version: 8.1.0.15

• System/Modified/Export for Dynamics

Date: / 12.08.2014/ Version: 8.1.0.15

• System/Modified/Export for Dynamics

Date: / 12.06.2014/ Version: 8.1.0.14

• System/Added/Export method for text export to MS Dynamics

Date: / 12.05.2014/ Version: 8.1.0.13

• System/Modified/HTML text editor update to fix pasting images into SME
• System/Fixed/Conversion when database names do not match SQL conventions
• System/Modified/Error log messages

Date: / 12.03.2014/ Version: 8.1.0.12

• Inventory/Fixed/incorrect field name in vendor items query
• System/Modified/Locking of data in SQL
• System/Modified/Reduced attempts to write locked data from 10 tries to 5 in SQL
• Orders/Service Items/Fixed/Issue when writing Class Name on Recurring generation

Date: / 12.02.2014/ Version: 8.1.0.11

• 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
• Maintenance Contracts/Fixed/Updating maintenance contract was resetting the Recurring Invoice start date

Date: / 12.01.2014/ Version: 8.1.0.10

• Users/Fixed/Code value updates with user name changes
• Dispatch/Modified/Moved more processes to tables as opposed to temp tables
• Orders/Fixed/Grid issue when selecting multiple items from the Partial Invoice screen was causing SME to crash
• Dispatch/Modified/Assets moved from temp table to permanent table
• Dispatch/Modified/Voided orders no longer show in Dispatch

Date: / 11.24.2014/ Version: 8.1.0.9

• System/Tech Code/Runs tech code to revert all failed order conversions
• SQLink/Updated/Now updated to SME 8.1

Date: / 11.19.2014/ Version: 8.1.0.8

• System/Added/Fields and tables for dynamic export
• System/Added/Logic to fill the dynamic tables
• Packages/Fixed/Error calculating package item totals when price is generated

Date: / 11.18.2014/ Version: 8.1.0.7

• 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
• Batch PO/Fixed/Trigger not getting re-initialized when updating
• Recurring Invoices/Fixed/Error when posting Recurring Invoices.

Date: / 11.12.2014/ Version: 8.1.0.6

• System/Modified/Batch PO/Added Item Number to grid
• System/Modified/Orders/Made Require Service Code an option
• System/Modified/Order/Added Allocated warning when adding orders to combined invoices
• System/Modified/Order handling from SME Mobile was causing occasional duplicate order UID's
• System/Fixed/Error logging and record update time/out issues
• 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

• Batch PO/Fixed/Edit function in grid stopped working

Date: / 11.7.2014/ Version: 8.1.0.4

• Activities/Fixed/Alarms returning way too many records after database rebuild

Date: / 11.6.2014/ Version: 8.1.0.3

• System/Fixed/Orders/History tabs not saving settings and displaying correctly
• Proposals/Fixed/Fixed rates tab not calculating
• Inventory/Fixed/Transfers not completing the last record on multiple record transfers

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/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/Fixed/Error when adding new records. UID was initialized in the incorrect place. Causing prompts for SLA & Class re-initialization
• System/Modified/Tech certification check only if there are labor task records
• System/Updated/to latest component sets on all grids/dispatch controls/reporting controls/and data controls
• System/Fixed/Batch PO/Filters not functioning as planned
• System/Fixed/Error message on shutting down SME

Date: / 10.31.2014/ Version: 8.1.0.1

• Batch PO/Added/Button to only close modified PO's
• Batch PO/Added/Button for full regenerate of all PO's
• Batch PO/Modified/Fill table now only fills required PO's instead of all PO's
• Batch PO/Modified/Grid settings to improve speed
• 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

• 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/Tracked and fixed 'missing' field errors when adding labor from project
• Dispatch/Modified/Creates view for labor and orders
• Purchase Order Batch PO/Modified/Added button to only close GENERATED records
• Purchase Order Batch PO/Added button for FULL regenerate
• Purchase Order Bulk Import/Modified/Fill table now only generates REQUIRED records, vs all 5000 records
• Purchase Order Bulk Import/Modified/Required records defined as 'close all records that have been generated or have a defined minimum level.
• Purchase Order Batch PO/Fixed/Grid settings to speedup process
• Purchase Order Batch PO/Modified/Only 'missing' records are regenerated.