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The new Service Batch Invoicing window allows Service Management users to create and print service invoices for completed service calls without going into the Service Call window. The Service Batch Invoicing window is our new invoicing wizard. The first window in the wizard allows the user to select the service calls to be invoiced, then the second window of the wizard provides the means for the user to filter out transactions to omit from the invoicing process. The user can elect to exclude transactions by cost category and/or drill into the transactions of any service call to further tailor the transactions to be invoiced. After finalizing the transactions to be invoiced, the user will generate an edit list then create invoices in a batch. The user can print the invoices or return to page 1 of the wizard to resume invoicing additional service calls.
When invoicing multiple service calls for a single Bill to Customer and Address, the user will have an additional ability to create a Service Invoice Summary, a new billing statement which provides the summarization of all invoiced service calls and their respective billing amounts. In order to maintain the integrity of divisional accounting and taxation at the service call level, even when combined onto a Service Invoice Summary, the service invoices are not combined into one service invoice. The Service Invoice Summary, which is a uniquely numbered document, can later be used to assist with locating and applying payment to the appropriate service invoices.
You can print the invoices when prompted after creating the invoices or you can access the Print Service Invoice window from Microsoft Dynamics GP > Tools >Routines > Service Management > Service.
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For more information, see Service batch invoicingBatch Invoicing.
Mobile Contacts
MobileTech 7.0 introduces the opportunity to synchronize the contacts that technicians add or update in the MobileTech Client with Signature 2018 R3 (and higher) and if you have the Contact Management module. The new Mobile Contacts window (Inquiry > Service Management) lets Service Management users review and process the customer's contact information provided by MobileTech users. For detailed steps, see Process contact management Service Management user guide (or Signature Help).
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The appointment can have only one resolution note per appointment and technician. If the appointment is reassigned to a different technician, the note will be moved to the new appointment. |
For more information, see Scheduling job appointmentsJob Appointments.
Updated SSRS reports
The following reports have been updated to include new or updated features in MobileTech 7.0. You will need to run the SSRS Deployment Wizard to add/update these reports. See the Signature Installation and Upgrade document for more information.
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