SME 8.1 - Revision History

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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.
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