SME 8.1 - Revision History

Date: / 03.04.2015/ Version: 8.1.2.44

System/Added/F10 Search for open PO's
System/Added/Tools> Advanced> Set default font on memo fields - New functionality
Invoice/Fixed/Adding items to an itemized invoice causing errors

Date: / 03.02.2015/ Version: 8.1.2.43

Orders/Added/To Be emailed and To Be Printed to Details and Settings tab

Date: / 02.27.2015/ Version: 8.1.2.42/8.1.3.10

Views/Modified/Filters always case sensitive
SQLink/Modified/Do not export employee info from SME if Tech Time unchecked
SQLink/Added/Resync date so user can select how far back in SME history to go
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: 8.1.2.41/8.1.3.8

Payments/Added/Refund payment transaction info
Payments/Added/Added payment methods for online refunds
Payments/Added/Never allow export of refunded online payments
SQLink/Added/Pull in tax/Non Tax if not already pulled in
SQLink/Fixed/Bad field name on tax logic
System/Fixed/Errors when converting custom tables from older versions

Date: / 02.17.2015/ Version: 8.1.2.40

Batch Print/Modified/Added drop down for batch printing orders
Batch Print/Added/Batch ID to grid batch printing orders
Batch Print/Added/Column customization to grid
Orders/Modified/Proposal/Order/Project triggers to only total if something changed
Payments/Added/Refund payment logic

Date: / 02.16.2015/ Version: 8.1.2.39

Recurring Order/Fixed/Invoice drop down not filling
Orders/Added/Settings to maintain recurring batch order information

Date: / 02.14.2015/ Version: 8.1.2.38

Setup/Credit Card Processing/Allow editing of settings
System/Batch ID's/Added 'last' batch run to tables
System/Tables/Added Is Clone if originated from a cloned record
Recurring Order/Added/Convert as invoice and bypass order
System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
Customer/Added/If the customer is inactive clear credit card info
Orders-PO's/Added/Do not send emails until cloning is finished
System/Added/setting for running batches on Recurring orders, recurring invoices, scheduled services
System/Added/Auto generate recurring invoices/orders/services - New Functionality
System/Added/Added : If the user is flagged to do the batch processes, (Preferences), check to see if the system flag has been set for batch (i.e. user flagged to do periodic maintenance, recurring settings have PM setup as 'include in batch). If set, use the batch processing for generation. This will be needed unless/until the site schedules jobs to do the batch processing instead. Batches now run the generation without interrupting SME processing.
System/Modified/Don't generate activity unless there is a record count

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.

SME 8.1 - Revision History

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