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- In Signature Agent Configuration, choose the CDC Configuration tab.
- In the Name column, choose the Dynamics GP database and then choose the database.
- Select Create Objects to create the CDC change options that are listed on the right side of the window.
- Four entities default as enabled (for service appointments):
- Appointment
- Service Call
- Service Option TechnicianThe following entities are available:
- Appointment (enabled)
- Equipment
- GP Customer
- Job
- Job Cost Code
- Location
- Service Call (enabled)
- Service Option (enabled)
- Technician (enabled)
- To enable additional triggers, right-click on the entity name and choose Enable Trigger(s). For example, enable Job to track changes to the job tables for job appointments.
- Enabled entities are indicated with a green
icon. - Disabled entities are indicated with a red
icon.
- Enabled entities are indicated with a green
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| Note |
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The email addresses displayed are set up in the User Roles section of Schedule Settings. |
These changes include:
- Schedule date
- Priority
- NTE amount: This also involves manually updating the service quote in Signature.
- Service status: A client may cancel the service through the service aggregator.
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