Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 7 Next »

The following new features have been added in Signature:

Service Management

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.

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-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 to a Maintenance Contract (MC) service call that is not covered by the contract, 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 OK to continue with the equipment added to the call OR to Cancel 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-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.

Job Cost

Case #Description


TimeTrack

Case #Description



Signature Utilities

Case #Description


  • No labels