The following issues have been fixed:
Service Management
| Case # | Description |
|---|---|
| SMS-157 | When creating an intercompany service transaction, the Billable checkbox is now marked as expected on the Adjustment to Costs window and in the SV000810 table. |
| SMS-778 | The Contract Coverage Maintenance window automatic refresh after removing a piece of equipment no longer brings a user back to the top of the equipment list. The list displays in the area where the removed equipment had displayed. |
| SMS-789 | When payroll posting in summary and the same account number is used for debit and credits and the payroll transactions are voided, the debits and credits are now reversed as expected. |
| SMS-879 | Updated the Revenue/Cost window so that if the POC or Manual revenue recognition method is used, only the Reconcile Revenue menu option is removed. Users can now access the Recognize Costs and Recognize Billing menu options. |
| SMS-1128 | We've fixed an issue that occurred when doing 3rd party invoicing where the correct billing address was not added to the SSRS WS Service Invoice Summary - Multi Currency and WS Service Invoice Detail - Multi Currency. Both reports will need to be deployed to see the update. See Signature SSRS Reports Setup in the Signature Reports Guide for information on deploying reports. |
| SMS-1130 | When a user edits the Salesperson ID in the Service Credit Memo window, the changes are now saved to the credit memo in Receivables Management. |
| SMS-1132 | The Maintenance Contract Invoice now prints correctly after the contract is renewed. |
| SMS-1135 | When using SOP Invoicing, the posted labor hours now display as expected in the Revenue Cost window. |
| SMS-1168 | Users are no longer prompted to Save, Discard, and/or Cancel after running the Reconcile process in the Revenue/Costs window. Changes are saved automatically. |
| SMS-1176 | When posting a manual transaction to MC/MCC calls, the Taxable field, Billing Amount field, and Billable checkbox are now set in the SV000810 the same as regular GL entries. |
| SMS-1185 | When adding equipment to a service call, the system now validates that the Location first. |
| SMS-1186 | If using the Contract Number to pull up customer information in the Maintenance Tasking and Maintenance Invoicing windows, we now create all calls associated with the customer. This used to be limited to the sequence number on the contract. |
| SMS-1188 | The Reconcile Cost Audit Report now displays the Actual_Hours. |
| SMS-1189 | The Service Management Notes window now resizes as expected. |
| SMS-1207 | Assigning a task code to a Maintenance Contract (MC) service call, the division and/or contract number remains as expected. |
| SMS-1224 | The Location window is now updating the Customer Name field when a different customer is selected from the Smartviewer. |
| SMS-1228 | Credit Memo invoices on the SV Commission and SV Commissions Detailed Reports now correctly display the commission as a negative amount. |
| SMS-1244 | When printing a service invoice with a purchase order and receipt, only the purchase order line prints on the invoice. |
| SMS-1269 | When creating a new customer from the Quick Customer window, the WSReserved_CB3 checkbox indicator is reserved as expected in the SV00100 table. |
| SMS-1271 | We've improved the performance when updating a customer's global filter in Customer Maintenance. |
| SMS-1273 | After updating an expiration date for a contract billing schedule with a credit memo and billing is recalculated, the billing periods are now created as expected. |
| SMS-1274 | When running the billing schedule for the last year that you have fiscal periods set up, Period2 is now set to the actual number from sv00532. |
| SMS-1284 | Users will no longer receive the error message "A countrecords operation on table [Not Found] cannot find table" when using the Signature Merge Location Utility. |
| SMS-1318 | The Salesperson ID field is now filled on the historical invoice that is created when manually closing a service call with costs. |
| SMS-1346, SMS-1397, SMS-1400, SMS-1394 | Users can no longer delete a location or address if the address is on a maintenance contract, maintenance contract quote, service call, and/or service call invoice. |
| SMS-1384 | When a PO Number is changed on a master contract, the contracts under the master contract that are on hold now remain on hold. Users had experienced these contracts being released off hold. |
| SMS-1407 | Deleting location records from the Location window now deletes all location data as expected. |
| SMS-1409 | In the Service Invoice window, a call type that does not have Added Rates set up in the Extended Price Setup and the invoice is viewed, the added rate flag is now set only if an Added Rate transaction was added to the invoice. |
| SMS-1410 | A fix was made to ORGSEQNUMBER so the field will only be updated when changing a division on a service call if it is already empty or if the line is not of PO type. |
| SMS-1414 | Users can now use a SharePoint URL when adding an internet/extranet web address in the Attachments window. |
| SMS-1416 | The Microsoft Dynamics GP Mid-Year 2021 Update introduced a table change to SY01500. We've updated table SY_Company_MSTR as users have reported receiving a Get/Change “Number of results doesn’t match the table definition.” error message when attempting to launch WS Utilities. |
| SMS-1436 | The Service Call Work Order SSRS report now displays the correct estimated hours as expected when more than one task was saved on the call. |
| SMS-1448 | We've fixed an issue where users were able to save a new location record in the Location window without all required fields completed. |
| SMS-1471 | In the Merge Location utility window, we've eliminated the Remove Location check box as this was causing issues with records being out of sync with Equipment Management, Signature, and Microsoft Dynamics GP. If needed, users can delete the location from the Location window. |
| SMS-1495 | You can now import WS_Other_Cost_Sub_Code when a COSTTYPE is set to 5 (Other). The added parameter includes validation and is used when calling the SQL stored procedures SMS_Extended_Pricing_Matrix_Return and wsiSMSJobCostsWork. |
| SMS-1498 | When deleting the batch ID for a travel transaction, the records are now deleted as expected from the SV00810 and SVUnpost tables. |
| SMS-1499 | For travel transactions on MC/MCC calls, the Taxable field, Billing Amount field, and Billable checkbox are now hidden as expected. |
| SMS-1502 | When drilling down on costs for closed MC/MCC calls, the billing amounts and total are now hidden as expected. |
| SMS-1503 | When drilling down to the Labor Cost window for MC/MCC calls, the billing total amounts are now hidden as expected. |
| SMS-1505 | The naming of maintenance invoices on master contracts is now correct. It will take the sum of the billing total to determine if it is an invoice or credit memo. |
| SMS-1515 | We've updated the SWL stored procedure wsiSMSInvoice to pass the Bill To customer id and address code to the Receivables Management invoice. |
| SMS-1516 | We've updated the SQL stored procedure WSMobileCalFieldInvoiceTaxes (called from wsiSMSInvoices) so that all parameters are now using an ISNULL statement to set them 0 (numeric) or blank (string). Users should now have the taxes calculated as expected when the wsiSMSInvoice is called. |
| SMS-1526 | When the Use Stop & Go Lights with Receivables Status is marked in Service Options, the New Call button is now disabled as expected when the customer's receivables status is displayed on the Stop & Go Lights as red in the Service Manager window. |
| SMS-1532 | When a maintenance contract is linked to a master contract with billing control, invoicing is now disabled as expected on the maintenance contract. |
SMS-1533, | In the Contract Mass Renewal window, when "Allow renew where billing/revenue is NOT 100% complete" is not marked, if the requirements are not met for a contract and/or a master contract, the Auto Renew checkbox is no longer marked. Contracts will not be automatically renewed if the requirements have not been met unless you mark checkbox to allow this. |
| SMS-1536 | When batch posting grouped invoices, the SQL Server is no longer locked up. This issue only affected users who installed the W18g522AO hotfix. |
| SMS-1559 | Service invoice numbers will no longer be duplicated when invoice prefixes are not used for service invoicing and maintenance invoicing. |
| SMS-1572 | When renewing a master contract and billing or revenue is not 100% completed, and "Allow renew where billing or revenue is not 100% complete" in Maintenance Options is off (not marked), the master contract cannot be renewed. |
| SMS-1575 | The Mass Contract Renewal Exception Report now includes the maintenance contracts that are on hold. |
| SMS-1578 | When a master contract without billing control is placed on hold, the linked contracts are now also placed on hold. |
| SMS-1583 | We've fixed an issue that occurred where WSCONSTQ starts with 0 instead of 1 in the SV00500 table when assigning a contract to a new master contract. |
| SMS-1586 | When opening a master contract with an inactive customer, the customer name now displays as expected to the right of the customer ID. |
| SMS-1603 | The TTD_Total_Labor and YTD_Total_Labor fields are now updated when posting MC/MCC invoices or manually closing a service call. |
| SMS-1609 | An inventory adjustment is no longer updated in the SV000810 table when an inventory transfer transaction has the same document number. |
| SMS-1610 | When you renew a contract from the Contract Renew window, the historical record now has the correct closed date (SV00501 table) and renewed contract's closed date is no longer populated in the same table. |
| SMS-1612 | An inventory adjustment for a service call can no longer be deleted when deleting an unrelated inventory transfer document with the same number. |
Job Cost
| Case # | Description |
|---|---|
| JC-276 | We've fixed an issue with Standard Job Billing where the RM10601 was missing the Batch ID if the Job Schedule Window wasn't opened during the creation of the job invoice. |
| JC-277, JC-358 | The Total Contract calculation on the following reports has been updated to include the Expected Contract amount. Time and Materials change orders are now reflected in the total as expected.
|
| JC-293 | Job ListView Filters on the Job Cost Signature area page are no longer cleared when performing a software upgrade. |
| JC-298 | The JC30003 Contract_Earned_Curr_Mo column now displays the correct amount after running the Job Close procedure. |
| JC-299 | When posting payroll, users will no longer receive a “Cannot insert the value NULL into column ‘WS_Markup_Percent”’ message when the contract amount and total revised forecast cost fields create a null percentage. |
| JC-300 | Users have the ability to again apply credit memos to all invoices, not just the Job Cost invoice assigned to the credit memo job. Also allows GP credit memos to be applied to project invoices. (This is a reversal of JC-52.) |
| JC-304 | The Job Cost Change Order Master node now updates the Expected Contract in table JC00102 when the change order is a posted fixed change order. (Must be posted and must be a fixed change order.) |
| JC-307 | Users will no longer receive an error message when running the Reconcile Jobs or Reconcile Billing utilities if the job number includes an apostrophe. |
| JC-308 | When a job is opened and closed in the same period, an entry is now created in the JC30003 (JC_Job_MSTR_Summary_HIST) table. |
| JC-310 | Users can now enter a Posting/Schedule Date that is greater than the system date but still within the current period. |
| JC-314 | SSRS reports now print to both HTTP and HTTPS sites. |
| JC-320 | A lien waiver can now be created if the PO receipt line is in history. |
| JC-322 | When reopening a job that has an apostrophe in the job number, users will no longer receive a syntax error and the job is reopened. |
| JC-326 | Users who enter a note in the Item Transaction Entry window will now be able to view the note without receiving a message that the note was deleted. |
| JC-327 | When a project is inactivated, the jobs associated with the project now display correctly as inactive in the Job Number Lookup window. |
| JC-328 | Running the Reconcile Jobs Utility now recalculates the committed costs as expected. |
| JC-338 | Users who open the Job Close window will now see the available jobs to close as expected. The new Job Close window is no longer assigning jobs to the last user who printed a report from the Job Close window and then exited the window (without marking any jobs to close and “Save Schedule” is not enabled). |
| JC-341 | In the Close Job window, now only the jobs displayed in the Available to Close section are inactivated, as expected. |
| JC-343 | Performance enhancements when posting a batch with a purchase order within Job Costing that included new cost codes with markup. |
| JC-345 | When working with retention amounts within the Subcontractors Retention window, if the Apply amount is greater than the Retention Remaining and Mark All is selected the application will display an error and will not allow you to process the transaction. |
JC-348, | When using the Job Close window, the job is now available to close if Contract Agreement Payment is completely processed or the payment is voided before retention is processed. |
| JC-354 | For users who have the Posting Options for Revenue Recognition set to None and the Closing Jobs Journal Entry not marked, the message “A batch was not created. Jobs closed may not have had transactions or the jobs had reasons for not being available." no longer displays. Instead, the following message displays “The job process is complete.” |
| JC-355 | Discounts are now calculated as expected on Job Cost invoices if a Master Tax Schedule in Job Cost is saved. |
| JC-359 | Project Billed Position now displays the correct Project Contract Earned amount for jobs that have a contract type of NTE with a posted NTE change order. |
| JC-361 | In the Job Close window, selecting Division as the Filter and then selecting the Filter By field in the Division Lookup pop-up window, the window now performs as expected. Users reported receiving an error message and then Microsoft Dynamics GP crashes. |
| JC-362 | When a job has a cost plus change order with a posted purchase order return, the contract amount and the expected contract amount on the job and change order is now correct. |
| JC-378 | With the Job Cost setup for Revenue Recognition Method set to None, the account index is now validated that it exists, is not inactive, and is a credit line or is an unbilled line or is a Job Cost debit line. When importing through SmartConnect and you select the WS PM Transactions node type, you can now pass the account index in for the Job Cost debit line. (Previously you could pass in an account index only for a credit line or unbilled line.) If your Revenue Recognition Method is not None, then we will not take the passed in account index to go into the Job Cost debit line (it will default from the cost code or division). |
| JC-379 | When a single line project credit memo has a job matching job in a project invoice, we will now show the other job lines from the invoice when applying the credit to the invoice. |
| JC-384 | Users can now edit the Reminder Date on a Job note. |
| JC-394 | For POC users, when using the .NET Job Close window, an error message no longer displays that indicates the prior period needs to be closed when displaying jobs for an open period that already has the prior period closed. |
| JC-403 | In the WS Transaction Entry window, users should no longer receive the error message "Invalid data type for arithmetic: 15" after entering a cost code. |
TimeTrack
| Case # | Description |
|---|---|
| TT-24 | When having Use Average Salary Labor Rate is marked, TimeTrack export is now exporting all of the transactions as expected. |
| TT-85 | Fixed an issue where an error occurred when posting payroll at the execution of the SQL procedure K2aSignPostToService. |
| TT-88, TT-109, TT-108 | Job Cost transaction types (time card entry and group time entry) and imported payroll transactions for jobs now have the ADDRESS code added to each record. |
| TT-104 | Empty TimeTrack batches are no longer created from MobileTech when a technician creates a labor transaction that errors out and does not create the transaction. |
| TT-106 | The Manager Approval check is now only being run against batch(es) selected for editing and committing. |
| TT-110, TT-111 | Users will no longer receive an Invalid Object error message after selecting OK in the Time Card Entry window. |