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  • This product is installed using the Signature installation wizard. All users must log out of the system before you begin the installation. To open the installation wizard, download and launch the application file on the server. On the Select to Install or Upgrade window, choose to upgrade Signature products. Run the Server and Client installation. Run the Client Only installation on all additional clients after upgrading the server. For complete installation instructions, refer to the Signature Products Installation, Upgrade, and New Features guide.
  • DO NOT remove WennSoft from the DYNAMICS.SET file at any time during the installation.
  • For a successful upgrade, do not attempt to process more than 10 company databases at the same time in Signature Utilities.
  • SQL Reporting Services (SSRS) are 64-bit compatible.
  • Signature SSRS reports do not support SharePoint Integrated – Report Server Mode.

IMPORTANT:

  • Deprecation Note: 
    • A new Job Close window has been added with Signature 2018 R4.  To this end, we will deprecate the original Job Close window with the Signature 2020 release. See the New Features section for more information as well as information on how to add the legacy Job Close window as a shortcut in Microsoft Dynamics GP.
    • Process Service Invoicing is being deprecated across two Signature releases: 2018 R3 and 2018 R4. We will make no changes to the base feature for this reason. Any critical defects identified in this feature will have to be handled as hot fixes, as needed. Our new Service Batch Invoicing process is replacing Process Service Invoicing.
  • For existing Graphical Schedule Board (GSB) users upgrading to Signature 2018 R4, you will need to apply the SQL script file WSUpdateServiceApptGSB.sql to each Company Database. We recommend that you make a backup of each company database prior to applying the script so that you can restore the backup if needed.
  • After upgrading or installing,  update the dex.ini to include REVALJEINDETAIL=TRUE so that purchase price variance entries are created in detail. 23366
  • Beginning with Signature 2018, the email paging function has changed to use Key2Act's communication platform.
  • If you are using Job Cost and will be switching to the Revenue Performance Obligations revenue method, 
    you can't create fixed change orders on cost plus jobs.
  • For SM document attachments to be written to a physical file location, WRITE permission must be given to the folder(s) where the attachments will be copied to for all users, MobileTech and Service Management, who will be attaching files. In addition, the path to where the attachments are to be stored need to end with a backslash. 21559, 21564, 22021
  • We strongly advise against the practice of saving invoices with committed costs to batches, as this may result in posting issues. When an invoice with committed costs is saved in a batch, the invoice distributions are NOT recalculated when the purchase order costs are received.
  • Signature Portal users only – If any modifications have been made to your portal web sites, you must make a copy of your modifications BEFORE upgrading your Signature portal(s). Your modifications can be recreated after the upgrade is complete.

  • If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Alternate Customer Maintenance window to set up GP Customers and Addresses/Locations.  Failure to use the Alternate Customer Maintenance window will result in job appointments not being properly displayed in Schedule. JC-96

  • For users who post service invoices with committed costs prior to posting the receiving transactions batch. When you are ready to post the purchase order batch, you will need to recalculate the transaction distributions to avoid any posting discrepancies. To recalculate the receivings transaction distributions:
  1. Go to Transactions > Purchasing > Purchasing Batches.
  2. Choose the Batch ID and then choose Transactions.
  3. In the Receivings Transaction Entry window, choose the Receipt No.
  4. Choose Distributions.
  5. In the Purchasing Distributions Entry window, choose Default.
  6. Choose Yes to reset to clear the existing entries and restore the default distributions.
  7. Choose OK and then choose Save.

Sample Data

Sample data can be installed for Job Cost and Service Management as part of the Fabrikam lesson company. Sample data can only be installed on a new installation of Fabrikam. If you have an existing installation of TWO, Inc. and the Fabrikam lesson company with sample data, we recommend that you upgrade your existing data.

Miscellaneous

  • Immediately after installing Signature, exit and restart Signature Utilities before attempting to import any data.
  • When installing or upgrading on Microsoft SQL Server, we recommend that you stop and restart the server when the install or upgrade is complete.
  • Extended pricing is not supported for expense and travel transaction types through time entry in TimeTrack, TimeTrack Excel Client, and MobileTech.
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