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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. 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 the following line to the Dex.ini file found the Data folder of your Microsoft Dynamics installation.  EnableTransferToJobCreateJob=TRUE

• 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
• We've added primary keys to all WSDOC tables that previously did not have this. SMS-147
• Added the ability to escalate Annual contracts. Escalating an Annual contract only updates the Renewal Value. The remaining values (Escalated Billing and Costs) are updated during the maintenance contract renewal process. For more information, see Escalating Maintenance Contracts in the Service Management User Guide. SMS-393

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