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Service Management

Case #Description
SMS-64288

TimeTrack

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TT-008, TT-009

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If your payroll posting is taking a significant amount of time to post due to a large transaction volume, you can now set up Microsoft Dynamic GP's Distributed Process Server to send the payroll posting process to another computer on your network. This reduces the workload of client computers and improves posting performance. The client computer used for data entry will be immediately available to perform other tasks, so you don’t have to wait to continue working while the task is completed, or work more slowly while the task is completed in the background. For information on how to set this up, see the Microsoft Dynamics GP System Administrator documentation, specifically Part 3: Distributed Process Server. https://docs.microsoft.com/en-us/dynamics-gp/installation/systemadminguide#part-3-distributed-process-server

When setting this up for TimeTrack payroll posting, in the DPS Setup window, select Third Party and then mark the Remote checkbox to the left of Payroll: Signature Post.

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We've added two new buttons to the Signature Payroll Post window - a Mark All and an Unmark All button. (Transactions > Payroll > Signature Payroll Post) This lets you quickly mark (or unmark) all batches that you want to post. The Mark/Unmark buttons will not affect batches that are already marked by other users.

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The  Signature Registered Users window has been updated to require the Email Address field if the user has a manager listed in the Manager ID field. The assigned manager's user row will also require that the manager's email address be entered. A red asterisk * is displayed if the manager's email address is missing. This requirement is only in effect if the TimeTrack checkbox is marked in the Signature Registered Users window and the Require Manager Approval and  E-Mail Notification options are marked in the TimeTrack Setup Options window. (Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options) You can exit the Signature Registered Users Setup window without entering the required emails, however, you will be prompted to do so the next time you open the window. You can quickly find the users missing emails by using the new by Missing Emails sort option.

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The Signature Registered Users window now remains open after saving the window so that you can continue with editing the window.

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The Time Sheet Edit List and WS Commit Report have been updated to include a message that indicates "This transaction has been approved, however other transactions for this employee have not been approved." This message displays after the approved transaction on the reports.

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Signature Utilities

The new SQL Auto Call Roll Forward utility creates the SQL Auto Call Roll Forward job that works in conjunction with the Setup Options in Service Management (Auto-Roll Calls Forward and Use Auto-Roll SQL Job). 
Case #Description
SMS-64

Users can now select to use a SQL job to automatically roll service calls forward. A new Use Auto-Roll SQL Job checkbox has been added to the Service Options window in Service Management. This option is disabled until you mark the Auto-Roll Calls Forward checkbox.

Note

Please evaluate the maintenance processes that are being run on your SQL Server after standard business hours.  If you are running a backup process during the early morning hours or performing other file maintenance, please update the default start time of the Call Roll Forward SQL Job to follow those processes.

SMS-485In the Mass Close/Complete Utility window, the Call Type filter field now displays the Short Call Type, instead of the Call Type Description. For example, when you select the Call Type lookup and then select ANNUAL SERVICE, the Call Type field displays "AS" instead of the full description. The reason for this update is that if the editable Call Type Description field is updated, service calls that had the previous description won't display. The Short Call Type field cannot be edited.
SMS-488

When posting a progress billing invoice from a service call with a Fixed Quote Contract, the service call is now left OPEN and the status is OPEN.

SMS-539,
SMS-695		We've added Equipment Description and Equipment Type display-only fields to the Contract Task Maintenance and Service Call Task Codes windows. (This information is entered on the Equipment Master window.)
SMS-560We've added a Disable Field Invoicing checkbox in the SMS Customer Maintenance window for MobileTech users to disable field invoicing for specific customers.  If marked, the MobileTech technician cannot create a field invoice for that customer. This checkbox only displays if Field Invoicing and Field Payments are registered, and UseFieldInvoicing is set to True in the MobileTech setup options.
SMS-577The Service Manager Notes window has been updated to include the Created User, Modified User, and Last Changed date and time. The Author field has been renamed to Current Owner.
SMS-593

Users can now reconcile costs, billing, and revenue from the Contract Revenue/Costs window for annual (or less) contracts. The Reconcile feature can be password protected in the Password Setup window by marking Reconcile Contract in MC Window. A new Reconcile option has been added to the menu bar. When selected, a menu drops down where you can select one of the following:

  • Reconcile Cost
    Runs through the Open Maintenance Contract table (SV_Maint_MSTR) and Periods Cost Buckets for Contracts table (SV_Contract_Detail_Summary) and updates labor Hours and Cost amounts. The Costs to Life window is also updated.
  • Reconcile Billing
    Runs through the Billing Schedule table (SV_Contract_Billing_Schedule) to accumulate the totals and updates the Billed amount.

  • Reconcile Revenue
    Runs through the Revenue Schedule table (SV_Contract_Revenue_Schedule) to accumulate the totals and updates the Revenue Recognized amount. 

    Note

    This procedure only supports the Revenue Schedule method. This does not support POC or Manual Revenue Recognition.

SMS-594

Service Invoicing users now have the ability to reopen a manually closed service call and have the option to also pull the costs back. When reopening a service call, a reversing journal entry is created and a reversing batch is created. The batch naming convention is the first 5 characters of the user name + MNLREOPEN. (For example, LESSOMNLREOPEN.)

Considerations:

  • Reopening a close service call is for Service Invoicing only. You cannot reopen a service if you are using SOP Invoicing.
  • Only the latest cost transactions can be called back on a manually closed service call. If a service call was manually closed, then invoiced without pulling back unbilled costs, new costs are added, and the call was manually closed again, only the cost transactions that were last manually closed can be pulled back.
  • Only the most recent unbilled invoice is pulled back, regardless if a valid invoice has since been posted. The unposted invoice history record is removed and a new invoice is created in the Open Invoice table.
  • When using an extended pricing matrix:
    • Unbilled fixed costs that were manually closed and not billed are recalculated when the costs are pulled back into the Transaction Work table from the Cost History table.
    • Any other overhead costs that are calculated based on other types of costs will also be calculated and added to the Transaction Work table.
    • For fixed costs (for example Trip Charge, after reopening the service call, you will need to open the Invoice window so that the rate is added back to the open call invoice.
  • Verify the Divisional accounts are correct for the reopened service call.
  • Billing amounts are recalculated and based on the rate on the actual day you reopen the service call. These amounts may be different than when you closed the service call. This includes changes made to extended pricing, labor rate groups, SOP inventory, unit prices, and/or travel rates after closing the service call. 
  • After entering a markup percent for the subcontractor Added Cost window and haven't billed these costs, when the call is reopened, the billing amount is recalculated using the pricing matrix, not the markup percent entered in the Added Cost window.
  • If you modify a billing amount (override) and the call is reopened, the pricing matrix is used to calculate the billing amount.
  • When reopening a service call that has an SOP transaction, the system will first look at the customer record, then the RM setup, and then the inventory item for a price level. If the price level has not been set up and was manually selected on the SOP Order/Invoice line, the billing cannot be computed and will be $0.
SMS-629When installing or upgrading Signature, an UNKNOWN mfg ID is now added to the Equipment table (SV00400). This ID is added to an equipment record when the MFG field is left blank. Users can clear this field prior to saving if it intentional to have this field blank.
SMS-722When editing a Contact in MobileTech, the Location Record in Service Management is updated as expected.

Job Cost

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Users can now reprint a posted project-level SSRS invoice for an open job from the new Project Billing Inquiry window accessed from the Project Status window. Inquiry > Job Cost > Project Status and then select the new Billing button. This feature does not support reprinting a project level invoice when the project has a billing type of Project Allocated Revenue.

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initiate a new service call from the Equipment Master window for an existing equipment record by selecting New Call from the menu bar. The Equipment ID defaults into the Service Call window. (To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit OR Select Cards > Sales > Customer > Location > Equipment.)

Note

If the user is creating a new equipment record, the record will need to be saved prior to creating a service call.

Job Cost

Case #Description


TimeTrack

Case #Description



Signature Utilities

Case #Description


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