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IMPORTANT:

• SmartConnect users: We've fixed an issue with the Smart Connect returning ambiguous error messages "Conversion Failed when converting the varchar value..." In addition to updating SmartConnectTo provide more precise descriptions for errors returned when using a  SmartConnect node, you will need to set up Read Access to the SmartConnect database for the user that was set up to run the integrations. In SQL Server Management Studio, the user needs to be mapped to SmartConnect and to have at least the db_datareader Database Role Membership. SMS-477
• Deprecation Note: 
  • A new Job Close window has been added with Signature 2018 R4.  To this end, we will deprecate the original Job Close window with the Signature release. 
  • Process Service Invoicing is being deprecated across two Signature releases: 2018 R3 and 2018 R4. We will make no changes to the base feature for this reason. Any critical defects identified in this feature will have to be handled as hot fixes, as needed. Our new Service Batch Invoicing process is replacing Process Service Invoicing.
• 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
• After upgrading or installing,  update the dex.ini to include REVALJEINDETAIL=TRUE so that purchase price variance entries are created in detail. 23366
• Beginning with Signature 2018, the email paging function has changed to use Key2Act's communication platform.
• If you are using Job Cost and will be switching to the Revenue Performance Obligations revenue method, 
  you can't create fixed change orders on cost plus jobs.
• For SM document attachments to be written to a physical file location, WRITE permission must be given to the folder(s) where the attachments will be copied to for all users, MobileTech and Service Management, who will be attaching files. In addition, the path to where the attachments are to be stored need to end with a backslash. 21559, 21564, 22021
• We strongly advise against the practice of saving invoices with committed costs to batches, as this may result in posting issues. When an invoice with committed costs is saved in a batch, the invoice distributions are NOT recalculated when the purchase order costs are received.
• Signature Portal users only – If any modifications have been made to your portal web sites, you must make a copy of your modifications BEFORE upgrading your Signature portal(s). Your modifications can be recreated after the upgrade is complete.

• If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Alternate Customer Maintenance window to set up GP Customers and Addresses/Locations.  Failure to use the Alternate Customer Maintenance window will result in job appointments not being properly displayed in Schedule. JC-96

• For users who post service invoices with committed costs prior to posting the receiving transactions batch. When you are ready to post the purchase order batch, you will need to recalculate the transaction distributions to avoid any posting discrepancies. To recalculate the receivings transaction distributions:
  1. Go to Transactions > Purchasing > Purchasing Batches.
  2. Choose the Batch ID and then choose Transactions.
  3. In the Receivings Transaction Entry window, choose the Receipt No.
  4. Choose Distributions.
  5. In the Purchasing Distributions Entry window, choose Default.
  6. Choose Yes to reset to clear the existing entries and restore the default distributions.
  7. Choose OK and then choose Save.

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