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See Symbols, Buttons, and Indicators for images and descriptions for the symbols, buttons, and indicators in Service Management.
| Table of Contents | ||
|---|---|---|
|
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A
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Account Analysis
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Accounts
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Active User-Defined Fields
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Added Costs
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Address Default, Selecting
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Agency Contacts
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Annual Service
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Appointment History
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Appointment Status
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Appointments, Resolving Conflicts
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Auto Numbering
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You can automatically generate customer IDs, contract numbers, master contract IDs, and equipment and component IDs when creating new records. When you create a new customer, maintenance contract, master contract, or equipment record, the auto-generated next number appears. Also, if you are using global filtering, you can assign unique auto numbers for some or all your branches. If you are not using global filters, you can assign a starting auto number. See Setting Up Auto Numbering.
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Autopopulating Fields
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Auto-Roll Calls Forward Checkbox
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B
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Batch-level Posting
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Batch Printing Invoices
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You can batch print service call invoices and credit memos through the Receivables Batch Entry window. See Printing and Posting Invoices.
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Buttons
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C
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Call Roll Forward
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Call Status
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Call Types Lookup Window
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Change Customer IDs Window
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When you have received approval to change the status of the customer from temporary to permanent, you can do so using the Change Customer IDs window. See Using Temporary Customers.
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Checklists, Setup
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Committing Escalation Contracts
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Component
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Contact Management
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Contract Coverage Maintenance Window
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Contract Profitability
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Master contract profitability can be viewed in the Master Contract Revenue/Costs window is a view-only window that summarizes the information for all maintenance contracts attached to the master contract. See Viewing Master Contract Profitability.
Maintenance contract profitability is viewed in the contract's Revenue/Costs window. See Tracking Maintenance Contract Profitability.
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Cost Transaction Numbers Posted Window
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Credit Memos, Automatically Creating
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Customer Record
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D
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Deferred Revenue
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Dispatch List
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Divisions
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Document Management
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The Document Management feature allows users to attach bitmap (.BMP) files to records. The bitmap images can be saved with the record and viewed by choosing the attached image button. If the record does not have documents attached, the button shows a paper clip. When documents are attached, the button shows a paper clip attached to a piece of paper. See Setting Up and Using Document Management.
(With the Advanced Document Management feature, you can attach numerous file formats (e.g., .DOC, .BMP, .XLS, .TIF, .WAV). See Advanced Document Management.)
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E
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Equipment Meter Readings
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Equipment Replacement Parts
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Equipment Testing
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Equipment Management
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G
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Global Filtering
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I
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Inactive
...
You can inactivate different types of entities (locations, customers, equipment) in Signature, see the following topics for information specific to that entity.
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Indicators
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Inventory
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Item Costing Option
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Invoice Accounts - Receivables Window
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Invoice Options Window
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Invoice Preview Window
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Invoice
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Integration With Microsoft Dynamics GP
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The Service Management modules automatically integrate with Microsoft Dynamics GP accounting modules during the installation. An important benefit of integration is that cost transactions can be posted simultaneously to Service Management and Microsoft Dynamics GP accounting modules. Service invoices are posted directly from Service Management to the Microsoft Dynamics GP Receivables Management module. For ease of data entry, the Service Management Invoice window gives you the ability to enter invoice costs directly in the Microsoft Dynamics GP Payroll, Payables, and Inventory modules. See Integration with Microsoft Dynamics GP.
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Item Costing, Selecting
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J
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Job Cost
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L
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Labor Rate Group
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Assigning To Location Record
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Labor Transactions, Posting
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Link Define
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Local Contacts
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Location Technicians Window
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Lock Time Stamp Entries Checkbox
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M
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Maintenance Contracts
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The Maintenance Contract module is used to automatically create service calls and invoices based on contract specifications. A service organization might agree to perform specific maintenance tasks on certain pieces of equipment at certain time intervals. The Maintenance Contract module automates and tracks this information, leaving time for service managers to concentrate on the service work.
The Maintenance Contract module tracks profitability by contract. Estimated, actual, and forecast costs are tracked for equipment, labor, materials, subcontractor, and miscellaneous costs. Tracking estimated costs separately from forecast costs provides feedback to measure your performance. It also confirms pricing or bidding assumptions as your company revises pricing and pursues new work. See Maintenance Contracts.
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Maintenance Contract Quote
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Master Contracts
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MCC Calls
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MobileTech
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Multicurrency Management Module
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The optional Signature Multicurrency Management module allows you to invoice and credit non-preventive and preventive maintenance service calls in a foreign currency. See Multicurrency Management.
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O
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On Account Feature
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Overhead Group Setup Window
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P
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Password Protection
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Password Profile
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Payables Transaction Entry Distribution Window
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Payables Transaction Entry Window
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Payroll And Overhead Offset Accounts, Setting Up
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PO Standard Text
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Postal Codes Lookup Window
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Posted Service Credit Memo Window
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Posted Service Invoice Window
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Posting Batch
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Posting, Transaction-Level
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Posting Flows, Illustrated
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Price Matrix
...
You have the ability to create regular and extended pricing matrices. The main difference between regular pricing matrix and extended pricing matrix, is that with extended, you can create price rates down at the "cost code" level. In addition, with extended pricing matrix, you have several more criteria/filter options such as call type, problem type, equipment type, and so on.
Regular Pricing Matrix
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Pricing Method, Selecting
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Problem Type Lookup Window
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Process Master Contracts Window
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Purchase Order Entry Window
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Purchasing Item Detail Entry Window
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Q
...
Quick Links, Adding To Home Pages
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Quick Note Window
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Quick Print Workorder Format, Selecting
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Quotes
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R
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Recalculate Billing Rates Window
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Receivings Transaction Entry Window
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Registration Report
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Registration
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Require Appointment Completion Checkbox
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Require Same Equipment Type For Groups Checkbox
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Resolution Codes Lookup Window
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Resolution Lookup Window
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Resolving Appointment Conflicts
...
Revenue Schedule, Adjusting When Closing Or Renewing A Contract
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S
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Security Level Setup
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Service Call Numbering Method
Before you begin using Service Management, you must select a method of assigning service call IDs. Select the option carefully as your numbering method cannot be changed without assistance from Key2Act Support. See Selecting a Service Call Numbering Method.
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Service Call Profitability
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Service Call Quote
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Service Call Statistics By Call Type
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Service Call Status Statistics
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Service Call Task Lists
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Service Calls Printing
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Service Calls By Problem Type Report Customer
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Service Calls Window
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Service Invoice Added Cost Entry Window
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Service Management
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Service Monitor
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Service Options, Choosing
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Service Revenue Statistics By Call Type
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Setup Checklists
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Shifts
...
Signature Installation History Report
...
In the Signature Installation History window, select the Print button to print the installation history information displayed.
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Signature Installation History Window
...
Select the History button in the About Signature window to open the Signature Installation History window. This window displays the version of Signature products you are running, any service packs or maintenance releases that have been installed, as well as other relevant information.
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Signature Modules
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SQL Server Reporting Services (SSRS)
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Standard Text Entry Window
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Suppress PO Line Item Tax Update To Service Management And Job Cost Checkbox
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Symbols
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System, Major, Sub 1, 2, 3, And 4
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T
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Task List Type
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Task Status
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Before a Call Status can be changed to COMPLETE, the status of all tasks attached to an appointment must be marked as COMPLETE, SKIPPED, or N/A. Use the Service Call Tasks window to update the task statuses. If any task status remains set to OPEN, a warning message will appear when you attempt to complete the call. In addition, a default Task Status must be selected in Service Options, to create MCC calls.
The default task status is selected in the Service Options Setup window. The task status selected will be the default entry in the Task Status field in the Service Call Tasks window when tasks are entered. You must have a default task status selected in the Service Options window to open the Service Call Tasks window. See Setting Up a Default Task Status.
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Technician Reassignment
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Technician Teams
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Technicians, Inactivating
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Temporary Customer
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Temporary customers can be set up in Service Management without permanently adding them to the Receivables Management customer database. For example, you may wish to set up a customer for service pending credit approval. Later, when the credit is approved, the customer ID easily can become part of your permanent customer file. You can enter service calls, equipment IDs, and contracts for temporary customers. However, you are not able to enter financial-related data, such as invoices in the Service Management or transactions in Receivables Management. See Using Temporary Customers.
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Third-Party Billing
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Time Zone
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TimeTrack
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Transaction-Level Posting
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If you use transaction-level posting (sometimes called “real-time” posting), you must post the transaction immediately. You can’t save a transaction without posting it. Transaction-level posting is useful for sales and other transactions that should be displayed on reports and in inquiry windows as soon as they’re entered.
The posting date for transactions that you enter in General Ledger batches, and any other transactions that you post using transaction-level posting, will be the transaction date.
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U
...
User Profile
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These are user licenses available for Microsoft Dynamics GP under the Perpetual Licensing Model:
- Full Users: Concurrent user licenses, users can have full read/write access to Dynamics GP.
- Limited Users: Concurrent user license, users can see (read) all information in Dynamics GP but can only enter their own employee information.
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W
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Warranty Transactions
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Workorder Formats
A workorder is another word for a service call. There are five workorder formats that can be printed from the Service Manager window. For more information on printing the workorder, see Printing a Workorder. For screenshot examples, see Service Call Workorders.
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Z
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Zoom, Defined
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See Symbols, Buttons, and Indicators for images and descriptions for the symbols, buttons, and indicators in Service Management.
| Table of Contents | ||
|---|---|---|
|
A | |||||||||
Account Analysis | Use the Account Analysis button to check or change the analysis codes to which the posting amount is to be allocated. This button is available when an amount is to be posted to a ledger account that has been set up for MDA. | ||||||||
Accounts | An account is a record in an accounting system that tracks the financial activities of a specific asset, liability, equity, revenue, or expense. These records increase and decrease as the business events occur throughout the accounting period. | ||||||||
Active User-Defined Fields | Active user-defined fields are customizable user-defined fields. They can be defined to return various forms of data in read-only format. For example, you could define a group of fields to return meter/readings, the last service call ID, and the service call completion date. The data is updated every time the window is opened. Unlike other user-defined fields, users do not enter data in the active user-defined fields. | ||||||||
Added Costs | Another way to enter costs on a service invoice is by using the Plus + buttons attached to each of the five cost categories. The Plus + buttons are used to enter manually added costs. Examples of manual costs are items not in inventory or not purchased as a payable item, or a salaried employee doing hourly work on a service call. These are costs you have incurred completing the service work that you want to be reflected on the customer's invoice. See Entering Manually Added Transactions. | ||||||||
Address Default, Selecting | In the Service Management Service Options window, you can select the label name that displays for addresses - either ZIP Code or Postal Code. The address default you select — ZIP Code or Postal Code — becomes the label of the eighth field in the Service Manager window. The third address field in the Customer and Location windows is user-definable. See Choosing Service Options. | ||||||||
Agency Contacts | Agency contacts can be assigned to any number of contracts or locations, for example, within a fire or police department. To allow users to be able to add an agency contact, you will need to enable this option on their User Profile. This is a per-user setting. If this option isn't marked, users can create Location contacts. (Local contacts are specific to one location.) See Setting up Contact Management. | ||||||||
Annual Service | Annual Service (AS) is one of the six default call types that cannot be deleted. The other call types are Maintenance Contract Computer-Generated (MCC), Maintenance Contract (MC), Inbound (INB), Outbound (OUB), and Equipment Repair (EQR). | ||||||||
Appointment History | If you marked the option to Keep Appointment History in the Service Options window, you can view all changes made to an appointment in the Appointment History window. The three appointment actions that are tracked in the window are: Insert, Update, and Delete. Information is recorded when an appointment is created when changes are made to it, and when it is deleted. You can resize and rearrange the columns in the window. See Viewing Appointment History. | ||||||||
Appointment Status | When an appointment is created from a service call, Default is the default status of appointment number 0001. Otherwise, Unassigned is the default status of new appointments. Closed is not an available appointment status. The following statuses are defaults and cannot be deleted: Complete, Dispatched, Unassigned, and Re-assign. The Re-assign status is intended for use with MobileTech. Closed is reserved for system use and cannot be added to your lookup data. | ||||||||
Appointments, Resolving Conflicts | When you create appointments that result in a conflict with existing appointments, the system provides the opportunity to resolve those conflicts immediately. You can view the proposed appointments side-by-side with existing appointments, and resolve those conflicts by changing times, dates, or even by changing appointments to unscheduled. See Resolving Appointment Scheduling Conflicts. | ||||||||
Auto Numbering | You can automatically generate customer IDs, contract numbers, master contract IDs, and equipment and component IDs when creating new records. When you create a new customer, maintenance contract, master contract, or equipment record, the auto-generated next number appears. Also, if you are using global filtering, you can assign unique auto numbers for some or all your branches. If you are not using global filters, you can assign a starting auto number. See Setting Up Auto Numbering. | ||||||||
Autopopulating Fields | The Address ID field in the Location window autopopulates. That is, if there is only one address ID in the lookup data for a customer, the address information automatically fills in when the user opens the Location window. The Division and Contract Number fields in the Service Call and Maintenance Contract windows also autopopulate. The contract number autopopulates in the Service Call window when the call type is Maintenance Contract (MC). | ||||||||
Auto-Roll Calls Forward Checkbox | In the Setup Options window, you can mark the Auto-Roll Calls Forward checkbox to automatically reschedule incomplete appointments to the next business day. This process will occur for any open service call that has an incomplete appointment. You can enter the default start time for these appointments or use the default 12:00 AM. See Choosing Service Options. | ||||||||
B | |||||||||
Batch-level Posting | This type of posting provides several options that allow you to post batches individually or in groups. If you post transactions as part of a batch, you can enter both a transaction date and a batch date when you enter transactions. The default date for each date is the user date—the date displayed on the toolbar. | ||||||||
Batch Printing Invoices | You can batch print service call invoices and credit memos through the Receivables Batch Entry window. See Printing and Posting Invoices. | ||||||||
Buttons | See Symbols, Buttons, and Indicators. | ||||||||
C | |||||||||
Call Roll Forward | You can move all open service calls and open service appointments to a new date. The system looks at the appointment and service call dates independently. That is, if an appointment date is before the roll-forward date and the service call date is after the roll-forward date, the appointment will be rolled forward and the service call will not. See Rolling Calls Forward. | ||||||||
Call Status | The Service Call Status window allows you to view unposted, committed, and actual costs as well as anticipated billable information. The costs displayed are all costs for the service call, not for a specific invoice. Margin information is also displayed although tax information is not included. The Service Call Status window also provides zoom capability to the cost categories and cost types for the service call. See Viewing Service Call Status Information. | ||||||||
Call Types Lookup Window | Use the Call Types lookup window to select the call type to assign to the service call. Examples of call types are Emergency, Regular Service, or Project. Six default call types that cannot be deleted: Annual Service (AS), Maintenance Contract Computer-Generated (MCC), Maintenance Contract (MC), Inbound (INB), Outbound (OUB), and Equipment Repair (EQR). See Setting Up Call Types. | ||||||||
Change Customer IDs Window | When you have received approval to change the status of the customer from temporary to permanent, you can do so using the Change Customer IDs window. See Using Temporary Customers. | ||||||||
Checklists, Setup | Setup checklists provide a way to make setting up your applications easier and more efficient. Setup tasks are arranged in the order in which they should be performed. Instead of traversing through the menus, you can perform setup tasks in one easy location. In addition, you can track the status of each setup task by marking it as In Progress, Complete, or Not Used. Whenever you make changes to a setup window, the system will prompt you to update that status. See Signature Setup Checklists. | ||||||||
Committing Escalation Contracts | Escalation is the automatic price increase of a maintenance or master contract at the contract's anniversary date. Contracts are usually escalated because costs increase. These increases can be attributed to several factors, such as an increase in the cost of parts, material, subcontracts, travel, or labor. Escalation adjusts the price of a maintenance contract, by cost category, on a predetermined basis (e.g., Consumer Price Index or inflation index). See Escalating Maintenance Contracts and Escalating Master Contracts. | ||||||||
Component | Component records are actual equipment records attached to a master equipment record. Use component records when you need to service or track individual parts of a larger piece of equipment. | ||||||||
Contact Management | Contact Management allows you to assign contacts to a specific location and/or contract, in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, you may want to have contact information for the building manager, janitor, office manager, or receptionist for each customer location. You can assign unlimited phone numbers to each contact record. Depending on your Contact Management setup, you can add a contact from the Service Call window. See Using Contact Management. | ||||||||
Contract Coverage Maintenance Window |
| ||||||||
Contract Profitability |
| ||||||||
| Cost Categories | Costs in Service Management are summarized in general cost categories or elements of the total cost. Equipment, material, labor, subcontractor, and Other are the default category names. There are also five labor subcategories that can be defined. See Labeling Invoice User-defined Fields, Entering Manually Added Transactions, and Viewing Service Call Costs. | ||||||||
Cost Transaction Numbers Posted Window | Posted invoices for the service call appear in the Cost Transaction Numbers Posted window. See Printing and Posting Invoices. | ||||||||
Credit Memos, Automatically Creating |
| ||||||||
Customer Record | You can manage your customers through an easily accessible database that tracks names, addresses, and user-defined customer information. Customer records are created in Service Management using the Customer Maintenance window. When the information in the Customer Maintenance window is saved, Service Management's Customer and Location windows are updated. There are also Microsoft Dynamics GP versions of these windows, and many fields are shared between the Service Management and Microsoft Dynamics GP windows. Changing information on the Service Management Customer or Location windows changes the corresponding fields on the Microsoft Dynamics GP windows and vice versa. See Working with Customer Records. | ||||||||
D | |||||||||
Deferred Revenue | Deferred revenue, also called unearned revenue, applies to advance payments obtained by a company for goods or services that are to be provided or performed in the future. See Month End Reconciliation Procedures. | ||||||||
Dispatch List | This report provides a detailed list of service call appointments; this is useful for technicians and dispatchers who manage workload and appointment priority. You can use various filters to review historical job appointments and hours counts without needing to log in to the GP application. You can print this report from Report Manager and the Custom Reports list, filtering and sorting on any column, including Date Range, Service Area, Technician, Appointment Status, and User Defined. See Dispatch List. | ||||||||
Divisions | You may have to manage multiple divisions in your company. A division could refer to a division, department, profit center, geo-center, or other designation. For example, you may operate a service division as well as an installation division. By specifying a division, all revenue and expenses originating in Service Management related to a specific service call are attributed to the GL accounts set up for the division. In the Service Call window, you must specify the division using the lookup window in the Division field. See Setting Up Divisions. | ||||||||
Document Management | The Document Management feature allows users to attach bitmap (.BMP) files to records. The bitmap images can be saved with the record and viewed by choosing the attached image button. If the record does not have documents attached, the button shows a paper clip. When documents are attached, the button shows a paper clip attached to a piece of paper. See Setting Up and Using Document Management. (With the Advanced Document Management feature, you can attach numerous file formats (e.g., .DOC, .BMP, .XLS, .TIF, .WAV). See Advanced Document Management.) | ||||||||
E | |||||||||
Equipment Meter Readings |
| ||||||||
Equipment Replacement Parts |
| ||||||||
Equipment Testing |
| ||||||||
Equipment Management | Signature Equipment Management provides asset-level financials and lets you track the status, location, and utilization of equipment. | ||||||||
G | |||||||||
Global Filtering |
| ||||||||
I | |||||||||
Inactive | You can inactivate different types of entities (locations, customers, equipment) in Signature, see the following topics for information specific to that entity. | ||||||||
Indicators | See Symbols, Buttons, and Indicators. | ||||||||
Inventory |
| ||||||||
Item Costing Option | |||||||||
Invoice Accounts - Receivables Window | |||||||||
Invoice Options Window | |||||||||
Invoice Preview Window | |||||||||
Invoice | An invoice is a document sent by a provider of a product or service to the purchaser that show the item or service provided and amount owed. Once you've created and saved a service call, you will want to create an invoice and record the costs incurred by the service work performed. See Creating Invoices. | ||||||||
Integration With Microsoft Dynamics GP | The Service Management modules automatically integrate with Microsoft Dynamics GP accounting modules during the installation. An important benefit of integration is that cost transactions can be posted simultaneously to Service Management and Microsoft Dynamics GP accounting modules. Service invoices are posted directly from Service Management to the Microsoft Dynamics GP Receivables Management module. For ease of data entry, the Service Management Invoice window gives you the ability to enter invoice costs directly in the Microsoft Dynamics GP Payroll, Payables, and Inventory modules. See Integration with Microsoft Dynamics GP. | ||||||||
Item Costing, Selecting | |||||||||
J | |||||||||
Job Cost | Signature Job Cost adds important job costing features to the Microsoft Dynamics GP application. Job Cost allows you to analyze job-related costs, billings, and profits, helping you make accurate and timely business decisions. | ||||||||
L | |||||||||
Labor Rate Group | |||||||||
Assigning To Location Record | |||||||||
Labor Transactions, Posting | |||||||||
Link Define | |||||||||
Local Contacts | Local contacts are specific to one location. Contact Management allows you to assign contacts to a specific location and/or contract, in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, you may want to have contact information for the building manager, janitor, office manager, or receptionist for each customer location. You can assign unlimited phone numbers to each contact record. (Agency contacts can be assigned to any number of contracts or locations.) See Setting up Contact Management. | ||||||||
Location Technicians Window | |||||||||
Lock Time Stamp Entries Checkbox | |||||||||
M | |||||||||
Maintenance Contracts | The Maintenance Contract module is used to automatically create service calls and invoices based on contract specifications. A service organization might agree to perform specific maintenance tasks on certain pieces of equipment at certain time intervals. The Maintenance Contract module automates and tracks this information, leaving time for service managers to concentrate on the service work. The Maintenance Contract module tracks profitability by contract. Estimated, actual, and forecast costs are tracked for equipment, labor, materials, subcontractor, and miscellaneous costs. Tracking estimated costs separately from forecast costs provides feedback to measure your performance. It also confirms pricing or bidding assumptions as your company revises pricing and pursues new work. See Maintenance Contracts. | ||||||||
Maintenance Contract Quote | The Maintenance Contract Quote module provides the ability to develop contract quotes that are driven by tasking. More information on tasking can be found in the section Setting up Scheduled Maintenance Tasks. You must have the Maintenance Contract module to use the Maintenance Contract Quote module. See Maintenance Contract Quotes. | ||||||||
Master Contracts | With the optional Master Contracts module, you can create master contracts that cover a group of maintenance contracts and allow for them to be billed on one invoice. A master contract may be assigned to only one customer but may span more than one location for that customer. A maintenance contract may only be assigned to one master contract. See Master Contracts. | ||||||||
MCC Calls | Maintenance Contract Computer-Generated service call. | ||||||||
MobileTech | Signature MobileTech provides your field resources with the information they need to perform their job. MobileTech enables technicians who use Windows laptops, or Android and iOS mobile devices to view, capture, and share work-related information to and from Key2Act Signature. | ||||||||
Multicurrency Management Module | The optional Signature Multicurrency Management module allows you to invoice and credit non-preventive and preventive maintenance service calls in a foreign currency. See Multicurrency Management. | ||||||||
O | |||||||||
On Account Feature |
| ||||||||
Overhead Group Setup Window | |||||||||
P | |||||||||
Password Protection | |||||||||
Password Profile | |||||||||
Payables Transaction Entry Distribution Window | |||||||||
Payables Transaction Entry Window | |||||||||
Payroll And Overhead Offset Accounts, Setting Up | |||||||||
PO Standard Text | |||||||||
Postal Codes Lookup Window | |||||||||
Posted Service Credit Memo Window | |||||||||
Posted Service Invoice Window | |||||||||
Posting Batch | |||||||||
Posting, Transaction-Level | |||||||||
Posting Flows, Illustrated | |||||||||
Price Matrix | You have the ability to create regular and extended pricing matrices. The main difference between regular pricing matrix and extended pricing matrix, is that with extended, you can create price rates down at the "cost code" level. In addition, with extended pricing matrix, you have several more criteria/filter options such as call type, problem type, equipment type, and so on. Regular Pricing Matrix | ||||||||
Pricing Method, Selecting | |||||||||
Problem Type Lookup Window | |||||||||
Process Master Contracts Window | |||||||||
Purchase Order Entry Window | |||||||||
Purchasing Item Detail Entry Window | |||||||||
Q | |||||||||
Quick Links, Adding To Home Pages | |||||||||
Quick Note Window | |||||||||
Quick Print Workorder Format, Selecting | |||||||||
Quotes | |||||||||
R | |||||||||
Recalculate Billing Rates Window | |||||||||
Receivings Transaction Entry Window | |||||||||
Registration Report | |||||||||
Registration | |||||||||
Require Appointment Completion Checkbox | |||||||||
Require Same Equipment Type For Groups Checkbox | |||||||||
Resolution Codes Lookup Window | |||||||||
Resolution Lookup Window | |||||||||
Resolving Appointment Conflicts | |||||||||
Revenue Schedule, Adjusting When Closing Or Renewing A Contract | |||||||||
S | |||||||||
| Sales Order Processing (SOP) Invoicing |
| ||||||||
Security Level Setup |
| ||||||||
| Service Call | A service call is a service that is rendered when a problem or malfunction occurs that needs an examination or diagnosis by a technician. A service has at least one associated appointment while an appointment can only be associated with one service call. Another term used for a service call is workorder. See Working with Service Calls and Appointments. | ||||||||
Service Call Numbering Method | Before you begin using Service Management, you must select a method of assigning service call IDs. Select the option carefully as your numbering method cannot be changed without assistance from Key2Act Support. See Selecting a Service Call Numbering Method.
| ||||||||
Service Call Profitability | |||||||||
Service Call Quote | A service call quote is an estimated billing amount for service work. Service Management offers two types of service call quotes: fixed and not-to-exceed (NTE). See Service Call Quotes. | ||||||||
Service Call Statistics By Call Type | |||||||||
Service Call Status Statistics | |||||||||
Service Call Task Lists | |||||||||
Service Calls Printing | |||||||||
Service Calls By Problem Type Report Customer | |||||||||
Service Calls Window | |||||||||
Service Invoice Added Cost Entry Window | |||||||||
Service Management | Signature Service Management delivers visibility into the real-time information that field service and construction businesses need to drive better decision-making and ensure profitable operations. | ||||||||
Service Monitor | The Service Monitor visually displays service call data by colors selected for the call type. The Service Monitor displays the appointments associated with the service call. The associated service call can be accessed by selecting the appointment in the Service Monitor window. The Service Monitor has an automatic refresh option to update the screen with the most recent appointment information. See Using the Service Monitor. | ||||||||
Service Options, Choosing | |||||||||
| Service Request | A service request is generated from MobileTech or Building Optimization Broker (BOB). Depending on setup, this request may be sent to Schedule to be accepted to create a service call or declined. If the service call is created, this service call will then be available in Service Management. A service request is not processed in Service Management. | ||||||||
Service Revenue Statistics By Call Type | |||||||||
Setup Checklists | |||||||||
Shifts | Shifts are used to determine when a technician is available for scheduling service work. You set up standard shifts and then assign them to technicians. A technician must have an assigned shift for the system to schedule appointments for that technician. Technician shifts are part of the Advanced Scheduling modules. See Setting Up Technician Shifts. | ||||||||
Signature Installation History Report | In the Signature Installation History window, select the Print button to print the installation history information displayed. | ||||||||
Signature Installation History Window | Select the History button in the About Signature window to open the Signature Installation History window. This window displays the version of Signature products you are running, any service packs or maintenance releases that have been installed, as well as other relevant information. | ||||||||
Signature Modules | Select the Modules button in the About Signature window to open the Signature Modules window. This window displays all Signature modules and whether the site is registered to use those modules. See Viewing Application and User Activity Information. | ||||||||
SQL Server Reporting Services (SSRS) |
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Standard Text Entry Window | If you have recurring text that you would like to use on purchase order line items, complete the Standard Text Entry window. See Setting up Purchase Order Processing. | ||||||||
Suppress PO Line Item Tax Update To Service Management And Job Cost Checkbox | You can suppress the inclusion of tax on purchase order line items as part of the line item cost updated to Service Management and Job Cost. Marking or unmarking the option updates both Service Management and Job Cost. This option will automatically be marked and disabled if the Enable GST for Australia/New Zealand and Enable Tax Date checkboxes are marked in the Microsoft Dynamics GP Company Setup Options window. See Choosing Invoice Options. | ||||||||
Symbols | See Symbols, Buttons, and Indicators. | ||||||||
System, Major, Sub 1, 2, 3, And 4 | These six fields are used to narrow down the list of task codes in a lookup window. If your company has hundreds or thousands of task codes, being able to filter those task codes allows you to search faster when assigning a maintenance task. See Setting up System, Major, Sub 1-4. | ||||||||
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| Task List | Task lists are useful because they group together tasks that are commonly completed together. This eases data entry and allows the technician to have a clear and accurate sense of the assigned duties for a service appointment. See Creating a Task List. | ||||||||
Task List Type | The task list type is used to further classify task lists but is currently not functional. Examples: ELECTRICAL, ELEVATOR, EQUIPMENT, HVAC A/C, HVAC HEAT, etc. See Creating a Task List. | ||||||||
Task Status | Before a Call Status can be changed to COMPLETE, the status of all tasks attached to an appointment must be marked as COMPLETE, SKIPPED, or N/A. Use the Service Call Tasks window to update the task statuses. If any task status remains set to OPEN, a warning message will appear when you attempt to complete the call. In addition, a default Task Status must be selected in Service Options, to create MCC calls. The default task status is selected in the Service Options Setup window. The task status selected will be the default entry in the Task Status field in the Service Call Tasks window when tasks are entered. You must have a default task status selected in the Service Options window to open the Service Call Tasks window. See Setting Up a Default Task Status. | ||||||||
Technician Reassignment | All or some of a technician's duties can be reassigned to one or more technicians. For example, you could use this feature to even out workloads among technicians. Or if a technician leaves the company, you could easily reassign the technician's duties to other technicians. When an appointment is reassigned, its starting time is cleared, or set to 12:00 a.m., and the system verifies that the skill set of the technician being assigned matches the skill level assigned to the appointment. A message displays if the skill levels do not match. See Technician Reassignment. | ||||||||
Technician Teams | You can group technicians into teams in the Technician Team Setup window. For example, if your service work is grouped as residential and commercial, you could have a Residential and a Commercial technician team. Having technician teams is useful for reporting purposes as well as with Schedule. See Setting Up Technician Teams. | ||||||||
Technicians, Inactivating | Inactive technicians cannot be assigned to new service calls and will not appear on most lookup lists. A technician is inactivated in the Technicians window. See Setting Up Technicians. | ||||||||
Temporary Customer | Temporary customers can be set up in Service Management without permanently adding them to the Receivables Management customer database. For example, you may wish to set up a customer for service pending credit approval. Later, when the credit is approved, the customer ID easily can become part of your permanent customer file. You can enter service calls, equipment IDs, and contracts for temporary customers. However, you are not able to enter financial-related data, such as invoices in the Service Management or transactions in Receivables Management. See Using Temporary Customers. | ||||||||
Third-Party Billing | Often in situations such as warranty work, a service organization needs to bill someone other than the customer site where the service work was performed. You can select a different customer and/or address to invoice for service work. You can also create credit memos for third parties. See Using Third-Party Billing. | ||||||||
Time Zone | The term time zone can be used to describe several different things, but mostly it refers to the local time of a region or a country. In Signature, you can store dates and times in Greenwich Mean Time (GMT) so that dates/times can be accurately converted and displayed in the time zone of the location, technician, and user. In addition, time zones can be adjusted for Daylight Savings Time (DST). See Working with Time Zones. | ||||||||
TimeTrack | Signature TimeTrack streamlines labor, expense, and travel cost tracking within Signature Service Management, Job Cost, and Equipment Management. See TimeTrack. | ||||||||
Transaction-Level Posting | If you use transaction-level posting (sometimes called “real-time” posting), you must post the transaction immediately. You can’t save a transaction without posting it. Transaction-level posting is useful for sales and other transactions that should be displayed on reports and in inquiry windows as soon as they’re entered. The posting date for transactions that you enter in General Ledger batches, and any other transactions that you post using transaction-level posting, will be the transaction date. | ||||||||
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| User Activity Information | The User Activity window shows which users are currently using the module, which company they're working in, and the date and time they started working in that company. It's important to monitor user activity if you've reached the maximum number of users allowed in the system or if you need exclusive access to the system before performing a file maintenance procedure. See Viewing Application and User Activity Information. | ||||||||
User Profile | The User Profile window is used to assign a security level to a user ID. You can also set up the dispatch board and global filters. Time zones are also assigned in this window to the user ID. Mark the appropriate checkboxes to allow the user the ability to create, edit, and delete records. See Setting Up Security. | ||||||||
| User Types: Full and Limited | These are user licenses available for Microsoft Dynamics GP under the Perpetual Licensing Model:
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Warranty Transactions | You can create warranty transactions that allow you to track warranty replacement items by customer. The standard sales transaction can be modified automatically to use different posting accounts for warranty item reimbursements and replacements than are used for new sales. See Tracking Warranty Transactions Through SOP. | ||||||||
Workorder Formats | A workorder is another word for a service call. There are five workorder formats that can be printed from the Service Manager window. For more information on printing the workorder, see Printing a Workorder. For screenshot examples, see Service Call Workorders.
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Zoom, Defined | Select a hyperlinked word in a window to open a related window. For example, on the Service Manager window, select the Customer ID field label to open (or zoom to) the Customer window. |
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