You now have the option to default Leave Contract Open to always be marked, however, the checkbox is not locked so that users can unmark the checkbox for a specific contract. When you save the Maintenance Options window, you will be asked if you want to roll this option down to open contracts. Select Yes to roll down or select No to mark this for new contracts going forward. If you change this option (unmark the checkbox) and save the Maintenance Options window, the message will display again to roll down the change to all open contracts. 

Task Codes and Task Lists can now be marked inactive at the setup level while maintaining historical entity record integrity. Task codes are inactivated at the setup level in the Task Code Setup window (Setup >Service Management > Lookup Setup > Tasks > Task Codes). Task lists are inactivated in the Task List Setup window (Setup > Service Management > Lookup Setup > Tasks> Task Lists).

• Inactive task codes and task lists are filtered out from displaying in any lookup.
• Inactive task lists cannot be copied.
• When a task code is marked inactive and already exists in a task list, the inactive task code is indicated with a red indicator .
• When using hierarchy task lists, if a parent task is inactive, child tasks of that parent task are also inactive on the task list only. (Hierarchy child tasks are not automatically inactivated at the setup level.)
• Existing contracts, quotes, and calls, that have task codes or task lists will not be affected by a task code or task list being marked inactive.
• When renewing a contract (single, master, or mass), you can print a new Inactive Task or Task List report before renewing. If the contract has tasks that include inactive tasks and/or task lists, this report is automatically generated as well so that users can fix the data (reactivate the task code/task list or remove the inactive task codes or lists from the contract).
• When creating a new contract using equipment at the location, if the equipment type has a task list associated and you choose to automatically add task codes based on equipment type, only the active task codes will be added to the contract. 
• In Equipment Management:
  • Existing scheduled maintenance that has task codes or task lists will not be affected by a task code or task list being marked inactive.
  • When creating a service call from the On Rental Entry and/or the Rental Agreement Line Entry windows, only active task codes in the Equipment Model task list are added to the service call. (This task list is assigned to the equipment model in the Equipment Model Maintenance window.)
  • When processing scheduled maintenance to create a service call, only active task codes assigned in the Scheduled Maintenance Type Setup window are added to the service call.

Reports

• The existing Maintenance Task Codes report has been updated to include an Inactive column to indicate inactive task codes. See Maintenance Task Codes Report.
• A new Task Code Task Lists report displays the task code and the task lists that the task code is associated with. Columns include the task code, task description, task list ID, task list description, inactive, use hierarchy, and protected list. See Task Code Task Lists Report.
  
• A new Inactive Task Code or Task List Warnings report that can be manually printed from the Contract Quote, Maintenance Contract, Contract Mass Renewal, and Master Contract windows. The report will automatically generate when an inactive task code and/or task list exists on a contract that is generated from the contract quote and/or a contract is renewed. This report displays the inactive tasks and/or inactive task lists that are associated with the quote or contract. The information included in the report is the customer number, customer name, address code, location name, contract/quote number, equipment ID, equipment type, task list ID, task code, and the task code description. 
  

We've added a new refrigerant equipment type of Refrigeration Equipment Type 6 for mid-size appliances (5 to 50 pounds), which is an EPA tracking requirement that does not require leak rate analysis.

For an MCC (maintenance contract computer-generated) call, in the Service Call Tasks window, you can now view the comments that were added to a task. If a task comment exists for the task, a Task Comments button is displayed in the navigation ribbon. Select Task Comments to open a read-only Task Comments window. See Assigning Tasks and Task Lists to Records.

Task comments, an existing feature, are added to the task in the Maintenance Tasks window by selecting the Notes icon in the scrolling window. See   Assigning Tasks and Task Lists to Equipment .

Users can now view service call history by accessing the Service Call Audit window from the Service Call window. The Service Call Audit window displays the history of the service call you are accessing the Service Call Audit window from and includes all the columns from the SV_3000 table. This feature requires the SQL Server Agent to be running.

To use this Service Call Audit feature, you will need to:

1. Install the Signature Audit Add-In xx.x.xx.exe file. See Installing Service Call Auditing.
2. Setup and enable Service Call Audit from the new Additional option in the Service Options setup window. See Choosing Setup Options.
3. Access the Service Call Audit window by accessing the Service Call window and selecting Additional > Service Call Audit. See Viewing the Service Call Audit.

The Mobile Purchase Order Inquiry window has been updated with the following. For information on how to use the window, see Process MobileTech or Schedule Purchase Orders.

• The Mobile Purchase Order Inquiry menu item is now available if Schedule or MobileTech is registered. (Inquiry > Service Management > Mobile Purchase Order Inquiry) Previously this option was available if only MobileTech was registered.
• Mobile purchase orders added to job appointments can now be processed in the Mobile Purchase Order Inquiry window.
• Depending on the eConnect error, we've added quick navigation to the specific Microsoft GP Maintenance window:
  • If a vendor item number has been added to a purchase order in MobileTech but the vendor item does not exist in Signature, when you select the eConnect error, the message now displays "This item hasn't been assigned a vendor item number. Do you want to assign a vendor item number?" If you select Yes, the Vendor Maintenance window opens with the vendor item number auto-populated in the window. If you select No, you are returned to the Mobile Purchase Order Inquiry window.
  • If a site has been assigned to an item in MobileTech but is not assigned in Signature, when you select the eConnect error, the message now displays "This site is not assigned to the selected item. Do you want to assign this site?" If you select Add, the Item Quantities Maintenance window opens with the item number, and the site ID auto-populated.
• You can now zoom on the following fields while focused on the purchase order row:
  • eConnect Error: Select the eConnect error in the purchase order row to open a pop-up window to view the error message.
  • Item Number: Select the Item Maintenance header to open the Item Maintenance window to view the item number information.
  • Service Call or Job Number: Select the Service Call/Job Number header to open the Service Call or Job Maintenance window to view the information.
  • Technician: Select the Technician header to open the Technician Lookup window to view the technician information.
  • Vendor: Select the Vendor header to open the Vendor Maintenance window to view the vendor information.
• We've added a TRX_Origin column to the WS20003 and WS30003 tables with possible values of Schedule, MobileTech, or Signature to indicate where the purchase order was created.

• The Mobile Purchase Order report has been updated to include the following columns:

  • Appointment ID
  • Job Number (The job number is a shared column with Call ID.)
  • Cost Code Alias
  • Product Indicator
  • TRX Origin
  
  

Users now have the option to import a comma-delimited text file. See Using the TimeTrack Import Feature.