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| Case # | Description |
|---|---|
| SMS-157 | When creating an intercompany service transaction, the Billable checkbox is now marked as expected on the Adjustment to Costs window and in the SV000810 table. |
| SMS-778 | The Contract Coverage Maintenance window automatic refresh after removing a piece of equipment no longer brings a user back to the top of the equipment list. The list displays in the area where the removed equipment had displayed. |
| SMS-789 | When payroll posting in summary and the same account number is used for debit and credits and the payroll transactions are voided, the debits and credits are now reversed as expected. |
| SMS-879 | Updated the Revenue/Cost window so that if the POC or Manual revenue recognition method is used, only the Reconcile Revenue menu option is removed. Users can now access the Recognize Costs and Recognize Billing menu options. |
| SMS-1128 | We've fixed an issue that occurred when doing 3rd party invoicing where the correct billing address was not added to the SSRS WS Service Invoice Summary - Multi Currency and WS Service Invoice Detail - Multi Currency. Both reports will need to be deployed to see the update. See Signature SSRS Reports Setup in the Signature Reports Guide for information on deploying reports. |
| SMS-1130 | When a user edits the Salesperson ID in the Service Credit Memo window, the changes are now saved to the credit memo in Receivables Management. |
| SMS-1132 | The Maintenance Contract Invoice now prints correctly after the contract is renewed. |
| SMS-1135 | When using SOP Invoicing, the posted labor hours now display as expected in the Revenue Cost window. |
| SMS-1168 | Users are no longer prompted to Save, Discard, and/or Cancel after running the Reconcile process in the Revenue/Costs window. Changes are saved automatically. |
| SMS-1176 | When posting a manual transaction to MC/MCC calls, the Taxable field, Billing Amount field, and Billable checkbox are now set in the SV000810 the same as regular GL entries. |
| SMS-1185 | When adding equipment to a service call, the system now validates that the Location first. |
| SMS-1186 | If using the Contract Number to pull up customer information in the Maintenance Tasking and Maintenance Invoicing windows, we now create all calls associated with the customer. This used to be limited to the sequence number on the contract. |
| SMS-1188 | The Reconcile Cost Audit Report now displays the Actual_Hours. |
| SMS-1189 | The Service Management Notes window now resizes as expected. |
| SMS-1207 | Assigning a task code to a Maintenance Contract (MC) service call, the division and/or contract number remains as expected. |
| SMS-1224 | The Location window is now updating the Customer Name field when a different customer is selected from the Smartviewer. |
| SMS-1228 | Credit Memo invoices on the SV Commission and SV Commissions Detailed Reports now correctly display the commission as a negative amount. |
| SMS-1244 | When printing a service invoice with a purchase order and receipt, only the purchase order line prints on the invoice. |
| SMS-1269 | When creating a new customer from the Quick Customer window, the WSReserved_CB3 checkbox indicator is reserved as expected in the SV00100 table. |
| SMS-1271 | We've improved the performance when updating a customer's global filter in Customer Maintenance. |
| SMS-1273 | After updating an expiration date for a contract billing schedule with a credit memo and billing is recalculated, the billing periods are now created as expected. |
| SMS-1274 | When running the billing schedule for the last year that you have fiscal periods set up, Period2 is now set to the actual number from sv00532. |
| SMS-1284 | Users will no longer receive the error message "A countrecords operation on table [Not Found] cannot find table" when using the Signature Merge Location Utility. |
| SMS-1318 | The Salesperson ID field is now filled on the historical invoice that is created when manually closing a service call with costs. |
| SMS-1346, SMS-1397, SMS-1400, SMS-1394 | Users can no longer delete a location or address if the address is on a maintenance contract, maintenance contract quote, service call, and/or service call invoice. |
| SMS-1384 | When a PO Number is changed on a master contract, the contracts under the master contract that are on hold now remain on hold. Users had experienced these contracts being released off hold. |
| SMS-1407 | Deleting location records from the Location window now deletes all location data as expected. |
| SMS-1409 | In the Service Invoice window, a call type that does not have Added Rates set up in the Extended Price Setup and the invoice is viewed, the added rate flag is now set only if an Added Rate transaction was added to the invoice. |
| SMS-1410 | A fix was made to ORGSEQNUMBER so the field will only be updated when changing a division on a service call if it is already empty or if the line is not of PO type. |
| SMS-1414 | Users can now use a SharePoint URL when adding an internet/extranet web address in the Attachments window. |
| SMS-1416 | The Microsoft Dynamics GP Mid-Year 2021 Update introduced a table change to SY01500. We've updated table SY_Company_MSTR as users have reported receiving a Get/Change “Number of results doesn’t match the table definition.” error message when attempting to launch WS Utilities. |
| SMS-1436 | The Service Call Work Order SSRS report now displays the correct estimated hours as expected when more than one task was saved on the call. |
| SMS-1448 | We've fixed an issue where users were able to save a new location record in the Location window without all required fields completed. |
| SMS-1471 | In the Merge Location utility window, we've eliminated the Remove Location check box as this was causing issues with records being out of sync with Equipment Management, Signature, and Microsoft Dynamics GP. If needed, users can delete the location from the Location window. |
| SMS-1495 | You can now import WS_Other_Cost_Sub_Code when a COSTTYPE is set to 5 (Other). The added parameter includes validation and is used when calling the SQL stored procedures SMS_Extended_Pricing_Matrix_Return and wsiSMSJobCostsWork. |
| SMS-1498 | When deleting the batch ID for a travel transaction, the records are now deleted as expected from the SV00810 and SVUnpost tables. |
| SMS-1499 | For travel transactions on MC/MCC calls, the Taxable field, Billing Amount field, and Billable checkbox are now hidden as expected. |
| SMS-1500 | When posting a travel transaction on an MC/MCC call, the Billable checkbox, Billing, and Taxable fields on the SV00810 table are now updated as expected. |
| SMS-1502 | When drilling down on costs for closed MC/MCC calls, the billing amounts and total are now hidden as expected. |
| SMS-1503 | When drilling down to the Labor Cost window for MC/MCC calls, the billing total amounts are now hidden as expected. |
| SMS-1505 | The naming of maintenance invoices on master contracts is now correct. It will take the sum of the billing total to determine if it is an invoice or credit memo. |
| SMS-1515 | We've updated the SWL stored procedure wsiSMSInvoice to pass the Bill To customer id and address code to the Receivables Management invoice. |
| SMS-1516 | We've updated the SQL stored procedure WSMobileCalFieldInvoiceTaxes (called from wsiSMSInvoices) so that all parameters are now using an ISNULL statement to set them 0 (numeric) or blank (string). Users should now have the taxes calculated as expected when the wsiSMSInvoice is called. |
| SMS-1526 | When the Use Stop & Go Lights with Receivables Status is marked in Service Options, the New Call button is now disabled as expected when the customer's receivables status is displayed on the Stop & Go Lights as red in the Service Manager window. |
| SMS-1532 | When a maintenance contract is linked to a master contract with billing control, invoicing is now disabled as expected on the maintenance contract. |
SMS-1533, | In the Contract Mass Renewal window, when "Allow renew where billing/revenue is NOT 100% complete" is not marked, if the requirements are not met for a contract and/or a master contract, the Auto Renew checkbox is no longer marked. Contracts will not be automatically renewed if the requirements have not been met unless you mark checkbox to allow this. |
| SMS-1536 | When batch posting grouped invoices, the SQL Server is no longer locked up. This issue only affected users who installed the W18g522AO hotfix. |
| SMS-1559 | Service invoice numbers will no longer be duplicated when invoice prefixes are not used for service invoicing and maintenance invoicing. |
| SMS-1572 | When renewing a master contract and billing or revenue is not 100% completed, and "Allow renew where billing or revenue is not 100% complete" in Maintenance Options is off (not marked), the master contract cannot be renewed. |
| SMS-1575 | The Mass Contract Renewal Exception Report now includes the maintenance contracts that are on hold. |
| SMS-1578 | When a master contract without billing control is placed on hold, the linked contracts are now also placed on hold. |
| SMS-1583 | We've fixed an issue that occurred where WSCONSTQ starts with 0 instead of 1 in the SV00500 table when assigning a contract to a new master contract. |
| SMS-1586 | When opening a master contract with an inactive customer, the customer name now displays as expected to the right of the customer ID. |
| SMS-1603 | The TTD_Total_Labor and YTD_Total_Labor fields are now updated when posting MC/MCC invoices or manually closing a service call. |
| SMS-1609 | An inventory adjustment is no longer updated in the SV000810 table when an inventory transfer transaction has the same document number. |
| SMS-1610 | When you renew a contract from the Contract Renew window, the historical record now has the correct closed date (SV00501 table) and renewed contract's closed date is no longer populated in the same table. |
| SMS-1612 | An inventory adjustment for a service call can no longer be deleted when deleting an unrelated inventory transfer document with the same number. |
| SMS-1626 | When renewing a master contract from the Mass Renewal window, when the associated contracts fit within the date window of the master, the new date range for the contracts follows the date range of the master contract. This is regardless of the billing control set for the master contract. (This reflects the functionality of renewing from the Master Contract window.) |
| SMS-1627 | Users should no longer receive "Error 51143 Equipment ID is not valid" when creating a service call in Schedule and are using the Equipment ID Modifier in Signature. |
| SMS-1629 | The Mobile Vendor Setup window no longer displays inactive vendors. |
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