Versions Compared

Version Old Version 107 New Version Current
Changes made by

Documentation Reviewer

Kimberly Onnen

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:
    • If the Customer has been marked inactive, the Renew button is disabled. No new master contracts can be created. The Clear button is disabled so that if you access the Master Contracts window where the Master Contracts window is auto-populated, the window cannot be cleared to create a new master contract.
    • Existing master contracts cannot be renewed. The Renew button is disabled.
  • 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.

  • A service call can be reopened if the location is inactive, however, the service call will not pull back any un-invoiced costs. 

  • 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.
  • A service call can be reopened if the Customer is inactive, however, you will not be able to invoice the service call.


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.

...

Case #Description
JC-41Users can now view the Billed Amounts for a specific job on a project. On the Project Invoice Entry window, focus on a job line. Select the arrow to the right of Remibursable Reimbursable to open the Project Billing window. Select the newly hyperlinked Retention Due label to open both the Billed Position and Billed Amounts window.
JC-249

The Job Cost Notes window has been updated to include the Created User, Modified User, and Last Changed date and time. The Note Index field has been renamed to Subject and the Author field has been renamed to Current Owner.

JC-263

The Job Cost Status inquiry window now displays an Unposted Costs column to display unposted cost transactions that are saved in a batch where costs are assigned to a cost element for the job. Select Unposted Costs to open the new Unposted Cost by Job window to display unposted cost by job. You can zoom to the originating entry window by selecting the transaction number row and then selecting Transaction Number or Batch Number in the column header. Users have the option to print a new Job Unposted Cost report. See Job Unposted Cost in the Reports guide for a screenshot of the report. The Job Status report has been updated to include unposted costs. See Viewing Unposted Costs.

Note

Service call costs within Service Management will not be displayed in Job Cost as unposted costs until such time as the costs are transferred to the job or the job has been billed.


JC-331We've added the ability to search for a job in the Job Close window. To use the search, under Filters, mark the new Job radio button to enable to search field. You can enter a specific job number or use the lookup button to open the Job Lookup window. In the Job Lookup window, double-click or click and then click Select. The job displays in the Available to Close section if it can be closed.
JC-332The Project Status inquiry window now displays an Unposted Costs column to display unposted cost transactions that are saved in a batch. Select Unposted Costs to open the new Project Unposted Cost by Job window to display unposted cost by job for the project. To view additional job information, you can select the job row and then zoom to the Job Status window by selecting the Job Number header. The Project Status report has been updated to include unposted costs. See Project Status in the Reports guide for a screenshot of the report. The Project Status report now includes the unposted cost information.
JC-366In the Job Close window, the discount applied to a job is now included in the amount applied so that the job can be closed as expected.
JC-375

The Jobs List window, accessed from the Job Cost navigation list, has been updated to open the .Net Close Jobs window with the jobs auto-populated. If you've marked any jobs in the Job List window and then select the Close Jobs button, the jobs available to be closed will be marked in the Close Jobs window.

Note
If you have a saved schedule, you will be prompted to select Yes to load the saved schedule and also add the jobs marked in the Job List or No to clear the saved schedule and only mark the jobs from the Job List window.


JC-376

We've updated the messaging in the Job Close window to help identify when not all jobs selected were closed. When the Close Jobs button is selected, users may receive one or more of the following messages:

  • If a batch is created: “Batch Number XXX was created!”
  • If a batch is not created but ALL selected jobs were closed: “The close job process is complete.”.
  • If a batch is not created but not ALL selected jobs were closed: “The close job process is complete. X of XX selected jobs closed.” This message will show you the number of jobs closed out of the total number selected. The user would have to view the Jobs Not Available list to see why.
  • None of the jobs closed: “None of the selected jobs were closed. Review the (Not Available to Close) grid or report for the reasons why each job is not available.”
JC-385When a contract amount is changed, the date, time, and user ID are now inserted into the JC00114 table.
JC-390We've updated the error message that displays when recreating a summary that will change historical data for the jobs. Note that the Recreate Summary utility is on a secure menu that requires a password.

...

Case #Description

TT-50

The Time Track Notes window has been updated to rename the Note Author to Current Owner and Modified Date to Last Changed date.

TT-65

Users can now enter time in/time out values in the new Time In/Time Out window accessed from the Time Card Entry window by selecting the clock icon Image Removed next to the Hours label. The date defaults to the selected day of the week for the current week, however, you can edit this date. If the date is changed, the day of the week is updated on the Time Entry window. Enter the date/time for the time in and time out values and select OK. The hour value is calculated and displayed in the Hours field. If an hour value already existing in the Hours field, it will be overwritten with the new value. If you manually edit the hour value, the time in/time out values are not updated to reflect this change and the time in/time out values print on the Edit List as entered. The time in/time out values entered must be within the batch date range.

TT-84

The payroll posting process has been updated to improve the time required to post transactions to Service Management for Service Invoicing.

...