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Kimberly Onnen

Kimberly Onnen

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Excerpt

The following new features have been added to Signature:

Service Management

Case #Description
SMS-2415Users can no longer void a PM transaction associated with a closed service call because this can cause the WIP to be off balance. A message now displays when the user attempts to void the transaction: "This transaction is associated with a closed service call and cannot be voided." See Entering Payables Transactions in Service Management.
SMS-2427
Ideas Portal

We've added the functionality of document attachments to the Master Contract window. The WSDOCS table has been updated to include a Master Contracts column and a folder has been added for master contracts. The paperclip icon displays to the right of the Master Contract lookup icon.

SMS-2440
Ideas Portal

We've updated the Maintenance Contract Service Call report to be more space-efficient. The report now displays and prints in landscape mode.

SMS-2444
Ideas Portal

We've added an Equipment ID/Type search field to the Contract Coverage Maintenance window for both the Equipment at Location and Equipment Attached to the Contract sections. To clear either search field, select the "x" to the right of the field to be cleared. The Contract Coverage Maintenance window is accessed by going to Contract Maintenance > Coverage > Equipment. See Using the Contract Coverage Window.

Job Cost

Case #Description
JC-559
Ideas Portal

You can now add a salesperson at the job level. The Salesperson field has been added to the Job Maintenance window. When added at the job level, this overrides the salesperson added at the customer level. The Salesperson field has also been added to the Job History window.

If the salesperson field is left blank on the Job Maintenance window, when you create a job invoice, the salesperson populates from the Bill To Customer. (This is current functionality.)

Note

This field does not look at the Service Call Percentage Applied to Gross Profit field in the Service Management alternate Salesperson Maintenance window.

JC-598
Ideas Portal

You can now view the Job History Status by Period view from the Job History window. We've added a Status By Period button that displays in the ribbon. In the Job History Status by Period window, you can view the status of a job by fiscal period for historical (closed) jobs. You can view job status for posted costs and forecasted costs. Open and closed periods are included.

JC-599
Ideas Portal

Users can now print the Job Bill Codes report from the Job Status window. The Job Bill Code report option is available if the job displayed in the window is a bill code type job. See Viewing Job Status Information. 

Image Added

JC-564Users can no longer void a PM transaction associated with a closed job or a closed service call because this can cause the WIP to be off balance. A message now displays when the user attempts to void the transaction: "This transaction is associated with a closed job (or closed service call) and cannot be voided." See Entering Payables Transactions in Job Cost.

TimeTrack

Case #Description
TT-252
Ideas Portal

The TimeTrack Time Card Entry window has been updated to add zoom capabilities to the following fields:

  • Employee ID
  • Job Number
  • Cost Code Number
  • Pay Code
  • Shift Code


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