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• The Job Close window has been updated and enhanced. Users now have the ability to filter jobs for immediate closing or saved into a schedule table for processing later. New SSRS reports include Available to Close, Not Available to Close, and Closed Jobs. The existing Job Preparation Closing report is still available. These new security tasks have been added to the Job Cost Power User Role for the new Close Jobs window: K2AADD_JOBCLOSE (Job Close) and K2AADD_JOBCLOSESET (Job Close Setup). JC-23 

  Note

  For Signature 2018 R4, you can still access the legacy Job Close window by adding a shortcut to the Microsoft Dynamics GP left navigation bar. This window will be deprecated in the next major release. IMPORTANT: We recommend that you To add the legacy Job Close window shortcut: Launch Microsoft Dynamics GP. On the shortcut sidebar, located at the lower left-hand corner of the window, right-click and select Add > Add Window. In the Add Window Shortcut window, from the list of available windows, select WennSoft Products > 3rd Party. Select Close Jobs. You can rename the shortcut by editing the Name field. Choose Add to create a shortcut to the window on the sidebar. Choose Done.

  
  

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  sales-tax sales-tax

  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 Project from the Project Maintenance window. Users can mark/unmark the check box in the Project 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).

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  Examples:

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  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.

  
  

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• Two Five 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. This report is accessed from the SSRS Report Server. 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, the following job cost code information is included: 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. This report . SCHED-618is accessed from the SSRS Report Server. SCHED-618
  • Jobs Available to Close: Prints a listing of jobs available to close based on the Posting Date and any filter criteria. This report lists the create date, manager, contract amount, actual cost, markup percent, billed amount, cash received, and contract earned amounts for all jobs you can close. This report is printed from the new Job Close window.
  • Jobs Not Available to Close: Prints a listing of jobs available to close based on the Posting Date and any filter criteria. This report is printed from the new Job Close window.
  • Closed Jobs: Prints a listing of jobs that were closed based on the Posting Date and any filter criteria. This report is printed from the new Job Close window.

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

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