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SeeĀ PDF Downloads 2024 for a downloadable version.

Release Version: 2024 (18.7.9g923)
Release Date: November 2024

The following new features have been added to Signature:

Service Management

Case #Description
SMS-2415Users can no longer void a PM transaction associated with a closed service call because this can cause the WIP to be off balance. A message now displays when the user attempts to void the transaction: "This transaction is associated with a closed service call and cannot be voided." See Entering Payables Transactions in Service Management.
SMS-2427
Ideas Portal

We've added the functionality of document attachments to the Master Contract window. The WSDOCS table has been updated to include a Master Contracts column and a folder has been added for master contracts. The paperclip icon displays to the right of the Master Contract lookup icon.

 Click here to view screenshot...

SMS-2440
Ideas Portal

We've updated the Maintenance Contract Service Call report to be more space-efficient. The report now displays and prints in landscape mode.

 Click here to view screenshot...

SMS-2444
Ideas Portal

We've added an Equipment ID/Type search field to the Contract Coverage Maintenance window for both the Equipment at Location and Equipment Attached to the Contract sections. To clear either search field, select the "x" to the right of the field to be cleared. The Contract Coverage Maintenance window is accessed by going to Contract Maintenance > Coverage > Equipment. See Using the Contract Coverage Window.

 Click here to view screenshot...

SMS-2454When a user opens the New Service Call window for a customer and the call is then deleted by closing the window without saving, the SV00340 table now updates the Deleted_User_ID, WS_Deleted_Date, and WS_Deleted_Time columns to show that the service call has been deleted. This lets the user audit any gaps in the service call number sequence.
SMS-2497
Ideas Portal

The Service Call Status window has been updated so that you can open and create transactions for the current service call. This window displays unposted cost category totals and overall totals for unposted costs, committed costs, actual costs, billable amounts, and percent markups. This window also shows the total NTE (not to exceed) amount. This window is similar to the Invoice window, without the creation of an invoice. See Viewing the Service Call Costs Window.

 Click here to view screenshot...

SMS-2553
Ideas Portal

You can now view all jobs associated with the service location directly from the Service Manager window. We've added a new Jobs at Service Location window accessed by selecting the new Jobs icon displayed on the Service Manager window if the selected service location has at least one associated job. You can also access the Job Maintenance, Job Status, and Job Appointments windows from this new window. For more information, see Viewing Jobs Associated with the Service Location.

 Click here to view screenshot...

Job Cost

Case #Description
JC-559
Ideas Portal

You can now add a salesperson at the job level. The Salesperson field has been added to the Job Maintenance window. When added at the job level, this overrides the salesperson added at the customer level. The Salesperson field has also been added to the Job History window.

If the salesperson field is left blank on the Job Maintenance window, when you create a job invoice, the salesperson populates from the Bill To Customer. (This is current functionality.)

This field does not look at the Service Call Percentage Applied to Gross Profit field in the Service Management alternate Salesperson Maintenance window.

 Click here to view screenshot...

JC-564Users can no longer void a PM transaction associated with a closed job or a closed service call because this can cause the WIP to be off balance. A message now displays when the user attempts to void the transaction: "This transaction is associated with a closed job (or closed service call) and cannot be voided." See Entering Payables Transactions in Job Cost.
JC-565Users can no longer void a PM transaction on a Cost Plus (NTE) job if the job has been invoiced.
JC-576
Ideas Portal

A new Service Call Transfers window accessed from the Job Status window provides visibility to all service calls transferred or scheduled to be transferred. (Inquiry > Job Cost > Job Status)

From the Job Status window, you can quickly see if you have service call costs that have or have not been transferred depending on an icon displayed on the Call Transfer button. If no icon is displayed, the job number hasn’t been entered on a service call on the Service Call window. 

  • A red X on the Transfer Call button indicates that there is at least one service call is associated with the job that has not been transferred.
  • A green checkmark on the Transfer Call button indicates that all service calls associated with the job have been transferred.
 Click here to view screenshot...

Use the Service Call Transfers window to view the cost and billing transfers from service calls that are pending (not transferred) or have been transferred.

Using context menus accessed by right-clicking on a service call:

  • In the Pending Service Call Transfers section, you can view the service call, call status, unposted costs, and initiate the transfer.
  • In the Transferred Service Calls section, you can view the service call and invoice inquiry windows.

For more information, see Viewing Service Call Transfers.

 Click here to view screenshot...

Note

We've removed the Transferred From Service Call icon that was to the right of the Job field that opened a similar window (Transferred From Service Calls) that only showed the transferred service calls.

JC-598
Ideas Portal

You can now view the Job History Status by Period view from the Job History window. We've added a Status By Period button that displays in the ribbon. In the Job History Status by Period window, you can view the status of a job by fiscal period for historical (closed) jobs. You can view job status for posted costs and forecasted costs. Open and closed periods are included.

 Click here to view screenshot...

JC-599
Ideas Portal

Users can now print the Job Bill Codes report from the Job Status window. The Job Bill Code report option is available if the job displayed in the window is a bill code type job. See Viewing Job Status Information

 Click here to view screenshot...

TimeTrack

Case #Description
TT-252
Ideas Portal

The TimeTrack Time Card Entry window has been updated to add zoom capabilities to the following fields:

  • Employee ID
  • Job Number
  • Cost Code Number
  • Pay Code
  • Shift Code
 Click here to view screenshot...

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