Installing Signature

IMPORTANT: You must be on Microsoft Dynamics GP (18.00.704 or higher) before installing Signature 2018 R4 (18.00b04gxxx) . Verify version information by checking the About Microsoft Dynamics GP window. If you are not on this version, do not install Signature 2018 R4.

You can upgrade to Signature 2018 R4 from these previous versions:

• 2015 R2 Service Pack 1 14.00b02g220 or higher
• 2016 R3 16.00b03g315 or higher
• 2018 18.00b01g004
• 2018 Service Pack 1 18.00b01g005
• 2018 R2 18.00b02g210
• 2018 R3 18.00b03g310

Signature 2018 R4 is compatible with the new Microsoft Dynamics GP multi-tenant implementation feature and can be installed on any Microsoft Dynamics GP system database. However, the following Signature products cannot be installed on multiple system databases on the same server: Customer Portal, eTimeTrack, TimeTrack Excel Client, Job Cost Portal, and MobileTech.

With the Signature 2016 release, the SSRS reports are now deployed to a new Signature folder location, such as Signature Service, Signature Job Cost, etc. The existing reports in the WennSoft folders (WennSoft Service, WennSoft Job Cost, etc.) will not be removed.

• If you have any modified reports, you may need to redo your changes if the core report has been updated with this release. By having both versions available, you will be able to compare your modified reports with the updated reports to determine if you need to modify the report(s) in the Signature location. You can manually remove the WennSoft folders when you are done.
• If you have custom reports, you will need to update the path location in the WSRepts table.

New Signature users should refer to the Signature 2018 R4 Installation and Upgrade guide for installation instructions.

Compatibility

To find a complete list of system requirements across all the Signature modules, refer to the Signature System Requirements document found on the Product Download page on Signature Resources. http://www.key2act.com/customer-portal/downloads 
Signature 2018 R4 is compatible with the following:

• Microsoft Dynamics GP 18.00.704
• Dexterity 18.00.0016.000
• Alternate Window and Report Manager 180b03g302
• eOne SmartList Builder version 18.00.0018
• Equipment Management 2018 R3 18.00b03g302
• Signature Product Registration 2018
• Graphical Schedule Board 16-0-3
• Graphical Schedule Board Web Service 16-0-3
• eTimeTrack 16-1-5
  • Internet Explorer Compatibility:   Please be aware that the eTimeTrack lookup button icons no longer display after applying the latest Windows Update for Internet Explorer (IE 11.0.110). The tooltips and the lookup windows continue to function as expected. Given eTimeTrack is no longer fully functional within the latest version of Internet Explorer, we recommend a transition to Google Chrome with the Chrome IE Tab plugin installed.
• eTimeTrack Web Service 16-1-5
• Job Import 16-1-3
• TimeTrack Excel Client 16_0_1_8
• Integration Manager

Portals:

• Portal Web Service 16-0-01-05
• Portal Security 16-0-01-08
• SMS Integration 16-0-02
• Customer Portal web site application 16-0-1-01
• Job Cost Portal web site application 16-0-01-01

MobileTech

• For additional compatibility information, see the MobileTech 7.0 readme documentation.

Interaction Manager with Customer Connect:

• Interaction Manager Web Service 1-6-1-05
• Signature Portal Installer 20160622.2
• For additional compatibility information, see the Interaction Manager 1.5 with Customer Connect for Signature 2018 Installation and Administration Guide.

Incompatibility

The following features in Microsoft Dynamics GP are not supported in Signature:

• Multi-bin Inventory
• Customer Combiner and Modifier
• Vendor Combiner and Modifier
• Pay Code Start and End Dates
• The Professional Services Tools Library that is included with Microsoft Dynamics GP modifies or combines data within GP. The data is not changed within Signature. Using the Professional Services Tools Library, you could modify, change or delete things that can never be fixed. There is no UNDO button.
• We do not test our Signature solutions for compatibility with Microsoft Dynamics GP Project, Field Service, or HR Payroll.
• Using Letter Writer Assistant to merge data from Microsoft Dynamics GP to Microsoft Word's Mail Merge
• Copying of purchase orders using Copy PO function
• Purchase order returns with serialized inventory items
• Date Effective Tax Rates
• Allowing summary-level tax edits
• Specifying tax details for automatic tax calculations in Company Setup is not supported.
• Calculating tax rebates
• Calculating taxes in General Ledger
• Merging trade discounts and markdown distributions in Sales
• Merging trade discounts and markdown distributions in Purchasing
• Calculating terms discount before taxes
• Allowing negative debits and credits in General Ledger
• Promotional and free items
• Service transactions using accounts set
• Transaction batches with a frequency other than single use
• Payables recurring batch / entering cash receipts assigned to a job in a recurring batch
• Pay Code Modifier
• Automatic Overtime payroll option
• PO Tolerance - shortages
• Intercompany fixed asset transfers
• Editing Payroll history records
• Purchase order receivings with shipments followed by invoice match when the tax is included with the item price.
• Correcting journal entries that are related to a service call
• Voiding a Microsoft Dynamics GP Receivables Management transaction does not update Job Cost.
• Microsoft added a cost warning that was added in Microsoft Dynamics GP 2010 and 2013 for cost variances. If you invoice a single shipment using more than one invoice and the costs of those invoices differ, you will get a warning that your costs don't match. Posting updates the total quantity of the purchase receipt with this cost and your inventory and general ledger will not balance. You can proceed with the transaction, save it to a batch or delete it. Only this warning is new, this is not a change to functionality. For more information about this warning, see the Dynamics GP Support and Services Blog.
• Assigning suggested sales item to an item
• Analyzing suggested sales items
• Using document attachments in Payables Management transactions such as payables invoice, payables finance charge, payables miscellaneous charge, and payables credit memo.
• Purchase requisitions
• Payroll Timecard workflow (introduced in Microsoft Dynamics GP 2013 R2)
• The Self-Service role, in the Select GP Home Page window off the Customize Home Page window, is not compatible with accessing TimeTrack's Time Card Entry window.
• Procurement and Time Management content areas in the Customize Home page window.
• Using the Report Assignments window to assign Signature SRS reports to print from specific transaction windows.
• When copying journal entries from Excel and pasting into the General Ledger transaction entry window, the account entries, debits, and credits come through, but you will need to enter the Signature information manually.
• Workflow for SharePoint
• The Warn if vendor has existing purchase order option is not compatible with the Contract Agreement window in Job Cost.

Additional Products

In general, Signature products may not be compatible with Microsoft Dynamics GP's additional products. The following products do not support Signature transactions:

• Sales Order module - SOP returns from invoice documents in Service Advantage
• PO Generator

Installation Notes

• This product is installed using the Signature installation wizard. All users must log out of the system before you begin the installation. To open the installation wizard, download and launch the application file on the server. On the Select to Install or Upgrade window, choose to upgrade Signature products. Run the Server and Client installation. Run the Client Only installation on all additional clients after upgrading the server. For complete installation instructions, refer to the Signature Products Installation, Upgrade, and New Features guide.
• DO NOT remove WennSoft from the DYNAMICS.SET file at any time during the installation.
• For a successful upgrade, do not attempt to process more than 10 company databases at the same time in Signature Utilities.
• SQL Reporting Services (SSRS) are 64-bit compatible.
• Signature SSRS reports do not support SharePoint Integrated – Report Server Mode.

IMPORTANT:

• Deprecation Note: Process Service Invoicing is being deprecated across two Signature releases: 2018 R3 and 2018 R4. We will make no changes to the base feature for this reason. Any critical defects identified in this feature will have to be handled as hot fixes, as needed. Our new Service Batch Invoicing process is replacing Process Service Invoicing.
• For existing Graphical Schedule Board (GSB) users upgrading to Signature 2018 R4, you will need to apply the SQL script file WSUpdateServiceApptGSB.sql to each Company Database. We recommend that you make a backup of each company database prior to applying the script so that you can restore the backup if needed.
• After upgrading or installing,  update the dex.ini to include REVALJEINDETAIL=TRUE so that purchase price variance entries are created in detail. 23366
• Beginning with Signature 2018, the email paging function has changed to use Key2Act's communication platform.
• If you are using Job Cost and will be switching to the Revenue Performance Obligations revenue method, you cannot create fixed change orders on cost plus jobs.
• For SM document attachments to be written to a physical file location, WRITE permission must be given to the folder(s) where the attachments will be copied to for all users, MobileTech and Service Management, who will be attaching files. In addition, the path to where the attachments are to be stored need to end with a backslash. 21559, 21564, 22021
• We strongly advise against the practice of saving invoices with committed costs to batches, as this may result in posting issues. When an invoice with committed costs is saved in a batch, the invoice distributions are NOT recalculated when the purchase order costs are received.
• Signature Portal users only – If any modifications have been made to your portal web sites, you must make a copy of your modifications BEFORE upgrading your Signature portal(s). Your modifications can be recreated after the upgrade is complete.
• For users who post service invoices with committed costs prior to posting the receiving transactions batch. When you are ready to post the purchase order batch, you will need to recalculate the transaction distributions to avoid any posting discrepancies. To recalculate the receivings transaction distributions:

1. Go to Transactions > Purchasing > Purchasing Batches.
2. Choose the Batch ID and then choose Transactions.
3. In the Receivings Transaction Entry window, choose the Receipt No.
4. Choose Distributions.
5. In the Purchasing Distributions Entry window, choose Default.
6. Choose Yes to reset to clear the existing entries and restore the default distributions.
7. Choose OK and then choose Save.

Sample Data

Sample data can be installed for Job Cost and Service Management as part of the Fabrikam lesson company. Sample data can only be installed on a new installation of Fabrikam. If you have an existing installation of TWO, Inc. and the Fabrikam lesson company with sample data, we recommend that you upgrade your existing data.

Miscellaneous

• Immediately after installing Signature, exit and restart Signature Utilities before attempting to import any data.
• When installing or upgrading on Microsoft SQL Server, we recommend that you stop and restart the server when the install or upgrade is complete.
• Extended pricing is not supported for expense and travel transaction types through time entry in TimeTrack, eTimeTrack, TimeTrack Excel Client, and MobileTech.

New Features

Service Management

• Added the ability to map Service Cost Category transactions to Job Cost Codes. The existing Transfer to Job feature has been updated so that users have the option to map transactions within a Service Cost Category individually to Job Cost Codes. Originally the Transfer to Job feature accessed from the Service Call window would allow users to map the Cost Category to only one Cost Code, which this functionality has not changed. The new Transaction Mapping window is accessed by clicking on the blue arrow icon that is next to each Cost Category in the Transfer Service Costs To Job window. You are required to map all the transactions within a specific cost category, not just some of the transactions. With this feature update, we've removed the ability to add a job on-the-fly in the Job Transfer window. However, if you utilize this feature, you can turn this back on by adding EnableTransferToJobCreateJob=TRUE to the Dex.ini file. SMS-359, JC-45

• Added the ability to map Service cost transactions to a Job cost code in the Transfer to Job window. Users now have the ability to map Service Call cost transactions to a Job cost code utilizing a new Transaction Mapping window. Use of transaction level mapping is optional and can be used in conjunction with the existing cost code level mapping functionality. For additional detail, see Transferring costs and billing from a service call to a job in the Service Management user guide.

• Add-on-the-fly functionality has been conditionally removed from the Transfer to Job process. Based on customer feedback, add-on-the-fly functionality in the Transfer to Job window is now disabled. While this feature is disabled, SMS users will no long be able to add Jobs and/or Job Cost Codes via the Transfer to Jobs window. If you require this functionality, it can be re-enabled by adding a parameter to the Dex.ini file. See installation/upgrade guide instructions for more information.

• Updated the Workorder reports 1-5 to include Caller Name, Email Address, and Phone Number. SMS-308, SMS-309, SMS-310, SMS-311, SMS-312
• Contact Management has been enhanced for improved usability. Depending on your Contact Management settings (Module Setup > Service Options), you can now show and auto-create contacts on the Service Call window. Use the new Service Contact Management window to search for existing contacts. Use the New Contact button on this window to open the Contact Setup window. For additional details, see Using Contact Management in the Service Management user guide.
• We've cleaned up the Years displayed in the drop-down fields to only show the open years on the Recognized Revenue window (Service Management > Routines > Maintenance Contract > Recognize Revenue) and the Maintenance Tasking window (Service Management > Routines > Maintenance Contract > Create MCC Calls).  SMS-360, SMS-362
• Added the ability to save an appointment with conflicts on the double-booking message window. If you have created an appointment that has a conflict with another appointment, a message window pops up with the existing choices of Yes to open the Conflict Resolution window, No to return to the Appointment window to make changes to the appointment, and now has a Continue button that saves the double-booked appointment. (Users will only see this if they have Allow double-booking turned on.) SMS-263

Job Cost

• We've added the ability for users to choose how sales tax is applied at the Job level and at the Project level. There are currently five states (WA, NV, TX, OH & DE) that require that sales taxes on the Job Cost invoices be calculated based on the gross receipts (sales amount not reduced by retention).  JC-56, JC-63

  • Job Level
    A Calculate Sales Tax on Billing Amount check box has been added to the Job Maintenance window (Cards > Job Cost > Job), located under the Retention Percent field. If you change the Retention Percent to 0, the Calculate Sales Tax on Billing Amount check box is cleared and disabled.  The Calculate Sales Tax on Billing Amount check box displays on the Job Invoice Entry window as well, with the check box defaulting based on the Job from the Job Maintenance window. Users can mark/unmark the check box in the Job Invoice Entry window. Taxes are recalculated when the check box is marked/unmarked. This check box is disabled for these Billing Types: SOP, Project Bill Code, Project Trx Level, Project Allocated Revenue.  The Job level check boxes used are WSReserved_CB4 in JC00102 and WSReserved_CB2 in JC10504. When posted, this will go to JC20501. JC-56
  • Project Level
    A Calculate Sales Tax on Billing Amount check box has been added to the Project Maintenance window (Cards > Job Cost > Project). The Calculate Sales Tax on Billing Amount check box displays on the Project Invoice Entry window as well, with the check box defaulting based on the Job from the Job Maintenance window. Users can mark/unmark the check box in the Job Invoice Entry window. Taxes are recalculated when the check box is marked/unmarked. The Project level check boxes used are WSReserved_CB2 in JC01701 and WSReserved_CB2 in JC10511. When posted, this will go to JC20501. JC-63

  When the Calculate Sales Tax on Billing Amount check box is:

  • Marked: Sales tax calculation is based on the Billing Amount.
  • Not marked: Sales tax is based on the Subtotal Amount (Billing minus Retention).

  Examples:

  Column
  width 50%
  Check box is marked, 7% sales tax Billing Amount: $1000 Retention Amount: $100 Subtotal: $900 Sales tax: $70 (7% of Billing Amount)

  
  

  Column
  width 50%
  Check box is not marked, 7% sales tax Billing Amount: $1000 Retention Amount: $100 Subtotal: $900 Sales tax: $63 (7% of Subtotal (Billing Amount - Retention))

  
  

  Note
  The check boxes used are WSReserved_CB4 in JC00102 and WSReserved_CB2 in JC10504. When posted, this will go to JC20501.

  
  

  ---

  
  

• Two new Job Cost SSRS reports have been added. Both of these reports can be accessed from the SSRS Report Server. Note: Scheduled Hours are a sum of the hours found in open appointments for the schedule range (6 wks from the Schedule Start date parameter) included on the report. Unposted TT Hours are the sum of hours from these tables: Uncommitted (WS10702) and Committed / Not Posted (JC10701).
  • Job Plan report:  Allows you to view the job plan information including: Job number, description, divisions, scheduled start dates, scheduled completion dates, calculated % complete, as well as the following cost code information: estimated hours, actual hours, estimated remaining hours, scheduled appointment hours, unposted TimeTrack hours, remaining less scheduled hours. You can include a Gantt-style schedule that displays a row for each job and lists the scheduled hours for each day, starting on the Schedule Start date and extending for six weeks. SCHED-311
  • Job Schedule by Cost Code report: Allows you to view the job information including: Job number, customer, bill to customer, project manager, project number, division, contract type, job address ID, bill to address ID, job start date, job completion date, project management percentage complete, and job status. Also included are the job's cost code information including: the cost codes and descriptions, status, start and completion dates, estimated hours, actual hours, estimated remaining hours, scheduled appointment hours, unposted TimeTrack hours, remaining less scheduled hours. Each job's total hours are displayed beneath the job. The end-of-report footer includes hour totals for all jobs included in the report. SCHED-618

Signature Utilities

Any user with the sysAdmin role in SQL can now log into Signature Utilities. This field had previously been locked with only the user ID of "sa" allowed to log in. SMS-166

Signature Fixes

Job Cost and Service Management

Job Cost

• The 1099 information now includes retention vouchers for transactions entered in the Subcontractor Retention Transactions window.  JC-12
• Fixed an issue that occurred with an posting authorization message displaying when closing a job for a user with the WSJC Accounting Manager Role assigned and Post Through GL is unchecked.  A background procedure that was checking posting permissions was updated. JC-55
• The Job Status Billed Position window now reflects the cash payments from the third party imported payments. JC-66
• Voiding a credit memo applied to a payables document now reverses the credit memo on the job as expected. JC-67

Service Management

• When using the Contract Utility to move a contract after it had been renewed at least once, the contract sequence number was being set to 1 in the table SV_Contract_Task_Code_Materials (SV00586). This was putting it out of sync with the other contract tables, so it appeared that materials were no longer attached to the contract tasks. When using the Contract Utility to move a contract after it had been renewed at least once, an empty contract record was being inserted into the table SV_Maint_MSTR (SV00500) with a contract sequence of 1. SMS-214
• Fixed an issue some users experienced with receiving a deadlock error when creating MCC calls. SMS-260
•  SMS-262
• The issues have been fixed with equipment auto-numbering in the Equipment Master and Equipment Component windows. The equipment ID is generated as expected and the table is cleared of any unused IDs. This also fixes the issue with the next equipment ID not being reset to a keyed in equipment ID value. SMS-280
• Fixed an issue that occurred in the Maintenance Contract Profile SSRS report. If contract was renewed and left open, this error message displayed when trying to run the report  "An error has occurred during report processing. (rsProcessingAborted) Cannot read the next data row for the dataset dsServiceContractProfile. (rsErrorReadingNextDataRow)". This message no longer displays. SMS-319
• Fixed an issue with running the maintenance invoicing routine with an invoice date that is in a closed period. The issue was that the invoice is created against the maintenance contract but it was not created in Receivables Management. SMS-321
• Fixed an issue in the Dispatch List SSRS report in the configuration section that occurred where the full list of appointment statuses and call types were not displayed in their respective drop-down lists. SMS-335
• Extended Pricing now works as expected. The billing amount recalculates based on the cost category and price matrix. SMS-347
• This fix allows you to select a purchase order (PO) receipt in Process Service Invoices window after a change in division or call type takes place on the service call. The costs at the bottom of this window now display correctly in this scenario. Note: When the division and/or call type is changed on a service call, reversing transactions are created. If the change in division or call type does not take place, the PO receipt is still not available in the window as the costs are included on the PO line in the Process Service Invoices window. SMS-399

TimeTrack

WSI Procedures