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Signature Setup Checklists
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Signature Setup Checklists

Owned by Documentation Reviewer
Last updated: Feb 07, 2024 by Kimberly Onnen

Setup checklists provide a way to make setting up your applications easier and more efficient. Setup tasks are arranged in the order in which they should be performed. Instead of traversing through the menus, you can perform setup tasks in one easy location. In addition, you can track the status of each setup task by marking it as In Progress, Complete, or Not Used. Whenever you make changes to a setup window, the system will prompt you to update that status.

Access to Signature setup windows is based on your access to Signature menu items, as defined in your Job Cost, Service Management, and Equipment Management user profiles.

Some setup tasks that require "sa" security privileges cannot be performed using the Setup Checklist window; instead, users must perform these tasks using the menu paths.

Overhead Groups and Detail Codes Setup

Setting up overhead groups and overhead detail codes is not included as part of the Setup Checklist. For these setup tasks, use the following menu paths:

  • For Service Management, mark the Use Overhead Amounts from Job Cost checkbox in the Service Options window, then select Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Groups (for overhead groups) and Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Detail Codes (for overhead detail codes).
  • For Job Cost, select Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Groups (for overhead groups) and Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Detail Codes (for overhead detail codes).

Accessing the Setup Checklist Window

Select Microsoft Dynamics GP > Tools > Setup > Setup Checklist.
This window is populated with Microsoft Dynamics GP and Signature setup tasks. The Signature modules that integrate with GP include Job Cost, TimeTrack, Service Management, and Equipment Management.

Getting Help with Setup Tasks

Signature setup checklists include window-level help. This help displays in the Setup Guide window, which appears to the right of the Setup Checklist window. When you select a setup checklist task, the Setup Guide window changes to display information for that task.

Completing a Setup Task

  1. Select the plus sign in front of a product to reveal its setup categories. You can also highlight the product and use the right or left arrow keys on your keyboard to expand or collapse the tree view. You can also select to expand or contract all nodes.
  2. Select the plus sign in front of the setup category to show the setup tasks. As illustrated below, individual setup tasks do not have a plus sign in front of them:
  3. Double-click a task to open the setup window for that task.
  4. Complete the setup window. Refer to the Setup Guide on the right side of the screen for help, or the appropriate user manual for that Signature product.
  5. Save your changes. The Setup Checklist Status window displays: You can keep the status as In Progress or change it to Complete or Not Used. The setup checklists are very flexible; if you mark a setup task as Complete, you can still open that setup window later and make changes if you need to. When a change has been made to a setup window, it is notated in the Setup Checklist, a green checkmark indicates that the setup task is marked as Complete. If a setup task is marked as Not Used, it will be noted with a gray circle. Tasks that are In Progress are identified with a green indicator.

For additional information on the Setup Checklist window, refer to your Microsoft Dynamics GP documentation.