Versions Compared

Version Old Version 105 New Version 106
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Case #Description
SMS-288, SMS-1018

Users can now initiate a new service call from the Equipment Master window and/or the Equipment Component 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.) To access the Equipment Component window, select the Component button on the Equipment Master window.

Note

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

SMS-505The Customer Class field has been added to the Add Service Customer (Customer Quick Add) window accessed from the Service Manager window. (Cards > Service Manager > Additional > Quick Add Customer)
SMS-628

A new Master Contract Service History window can be accessed from the Master Contract window by selecting the new Service History button. This window displays the service call history for all contracts on the master contract. At the top of the window, the Customer ID and Master Contract ID display. The columns display the Service Call ID, Problem Type, Call Status, Completed Date, Contract Number, and Address Code. The window defaults to display Open service calls and you have the option to display Completed and/or Closed service calls. The sorting order on this window is by contract number, contract sequence, and then service call ID. You can open the service call window to view the call by selecting the service call row and then clicking Select. Security access for this window has been added to ADMIN_WSSMS_ROUTINE_001 and CARD_WSSMS_CONT_001. See Viewing Master Contract Service Call History.

SMS-750The Reconcile process for Cost, Billing, and/or Revenue now prints a report for each process that displays the BEFORE and AFTER totals, as well as any changed items, are indicated with an asterisk. The reports will print automatically and only if any changes were made. For examples of the reports, see Maintenance Contract Reconciliation Reports in the Reports guide.
SMS-758

If a user attempts to add a piece of equipment that is not covered by the contract to a Maintenance Contract (MC) service call, a message similar to the following display: "Equipment ID xxxx is not covered by Contract xxxx. Do you still wish to use the equipment?" or if more than one equipment: "There are x pieces of equipment on the service call not covered by Contract xxxx. Do you still wish to use the equipment?" Users have the option to select Yes to continue with the equipment added to the call OR to select No to return to the window with the added equipment cleared.

This validation has been added to the following windows:

  • Service Call

  • Service Call Task Codes

  • Copy Task List

  • Service Call Tasks

  • Add Task List

SMS-834

In Service Management Setup Options, use the Call Roll Forward Start Time field to enter the start time for appointments that are rolled forward. If you do not enter a start time, 12:00 AM is the default start time for rolled forward appointments.

SMS-845When copying equipment from the Equipment Master window, a message now displays "Are you sure you want to copy this equipment?" to indicate that the copy process will occur. Previously, it was reported that users were clicking the Copy button more than once as nothing displayed to show that the equipment was copied, which then created more than one duplicate piece of equipment.
SMS-961

We've added a new alternate GP report called Inventory Adjustments Edit List that includes the job and cost code or service call and cost category information. View the dexterity report by going to Inventory Adjustments Edit List in the Reports guide.

For information on adding access to the alternate window, see the Alternate Windows and Reports Manager Guide. For information on creating inventory adjustment transactions in Signature, see Entering Inventory transactions as adjustments, or for Job Cost, see Entering Inventory Transactions in Job Cost.

SMS-1094The World icon has been added to the right of the Address ID field in the Location window. Selecting the icon opens the Internet Information window where you can enter internet-related information that you want to track for the Address ID.
SMS-1153We've updated the Estimate Labor Hours (1-5) and Forecast Labor Hours (1-5) fields' data types from LI6_S2 to LI8_S2, which allows for 6 digits plus 2 decimal places to allow for a keyable amount up to 999,999.99. The total fields were resized to display the maximum values.
SMS-1170A technician's latitude and longitude coordinates are now being obtained from Resco audit records when the appointment status is changed. This information is stored in the SV00301, SVA0301, and SV30301 tables and may be used for reporting purposes.
SMS-1200When correcting a journal entry, users now have the option to terminate the entire process by selecting the Cancel button in the message that displays the closed service call ID that will be reopened.
SMS-1229Users can use the PO line status of 6 with wsiWSCreateUpdatePurchaseOrderIntegration to cancel existing purchase order lines.
SMS-1238Call Type (Type_Call_Short) has been added to the service call deletion history table (SV00340). You can add this to a SmartList to track deleted service calls by call type. For example, to see all deleted service calls with a call type of MCC. Additionally, the Call Type has been added to the Service Call Log window and the Service Call Log by ID and Service Call Log by Date reports that are printed from this window. (Reports > Service Management > Service > Service Call Log)
SMS-1242The Signature Registration app will now function on a Secure Sockets Layer (SSL) and allows the use of HTTPS. This is compatible with TLS 1.2 Protocols. For more information, see Enable Signature Registration Keys in the Signature Installation and Upgrade Guide.
SMS-1408,
SMS-1434		The Maintenance Invoicing window has a new Include Non-Auto Billed Contracts in Preview option that provides the ability to include non-auto billed contracts on the SV_PM_Invoice_Preview report. This checkbox defaults to marked.
SMS-1425The Time Zone Data Utility has been updated to allow any member of DYNGRP to execute the branch, location, and technician time zone values as well as the service data. The appointment view can only be updated by the "sa" user. See Update Time Zone Data.
SMS-1430We've added the Technician column to the Mobile Inventory Inquiry window.  This window is used to process inventory transactions that are entered by technicians. See Process Inventory and Non-Inventory Item Transactions.
SMS-1435Users are now prompted to save the Location window if they attempt to close the window without saving.
SMS-1488In the SQL stored procedure SMS_Update_Appointment, we've added the modified date, modified time, and modified user fields to the update statement for SV00301. When an appointment is updated in MobileTech, these fields will be populated.
SMS-1540The Maintenance Contract window is now brought to the forefront when adding the contract to the Master Contract from the Assign Contract window.
SMS-1542The Renew button is now disabled in the Maintenance Contract window when the contract is assigned to a master contract and the billing control is set up by the master contract.
SMS-1576Users can now edit the telephone number format for the Service Contact Management window by editing the PhoneFormatSetting line in the Dex.ini file. See Update the Telephone Format for the Service Contact Management Window in the Signature Installation and Administration Guide.


Epic: SMS-1524


Inactive Locations or Inactive Customers

We've added logic within Service Management to limit certain activities completed on an inactive customer and/or service address (Location).

On the Service Manager, Location, and Maintenance Contract windows, a display-only Inactive check box has been added to the right of the Location Address ID field that is marked to indicate an inactive location. A Customer ID Inactive check box was also added to the Maintenance Contract window.

What you cannot do with an inactive location:What you cannot do with an inactive customer:
  • Service Calls: No new service calls can be created except for MC and/or MCC call types.
  • Contracts:
    • No new contracts can be created.
    • Existing contracts can still be updated as needed, however, existing contracts cannot be renewed.
    • Contract Quote: A contract quote cannot be changed to a contract.
  • Master Contracts:
    • No new master contracts can be created. The Clear button is disabled so that if you access the Master Contracts window from another window where the window is auto-populated, the window cannot be cleared to create a new master contract.
    • If any of the contracts associated with the master contract have an inactive location, you can still renew the master contract, however, those contracts with the inactive location will not be renewed.
  • Mass Renew Contracts
    • A contract cannot be renewed via the Mass Renew Contracts window. While you can display all the contracts, if the customer or location is inactive, the contract cannot be renewed and will display on the Exception report.
  • Service Calls: No new service calls can be created except for MC and/or MCC call types.
  • Invoicing
  • Contracts:
    • No new contracts can be created.
    • Existing contracts can still be updated as needed, however, existing contracts cannot be renewed.
    • Contract Quote: A contract quote cannot be changed to a contract.
  • Master Contracts:
    • No new master contracts can be created. The Clear button is disabled so that if you access the Master Contracts window from another window where the window is auto-populated, the window cannot be cleared to create a new master contract.
    • If the Customer has been marked inactive, the Renew button is disabled. Existing master contracts cannot be renewed.
  • Mass Renew Contracts
    • A contract cannot be renewed via the Mass Renew Contracts window. While you can display all the contracts, if the customer or location is inactive, the contract cannot be renewed and will display on the Exception report.
What you can do with an inactive location:What you can do with an inactive customer:

  • Invoice on all existing service calls regardless of the status of the service location or bill to location. This includes using the Service Batch Invoicing window.

    Note

    If you are changing the Bill To Location to an inactive location ID, when using the Location Address ID lookup, by default, inactive locations are not displayed. However, you can mark the Include Inactive check box and then select Redisplay to show these inactive locations.

  • You can edit an existing MC/MCC service call, however, you cannot change the call type.
  • Add new equipment records.
  • Add new refrigerant tracking records.
  • Add new meter reading records.
  • Add new contract quotes, however, you cannot change this to a contract.
  • You can edit an existing MC/MCC service call, however, you cannot change the call type.
  • Add new equipment records.
  • Add new refrigerant tracking records.
  • Add new meter reading records.
  • Add new contract quotes, however, you cannot change this to a contract.


SMS-1528

We've updated the Mass Contract Renew Exception Report and the Master Contract Renew Exception Report to show the customer and/or location inactive status.

...