Lists provide quick access to records and information, helping to reduce the amount of time that it takes to complete some of your daily tasks within Signature. You can use lists to perform actions on multiple records at once.
Accessing Signature Lists
Lists are displayed in the content pane of the Microsoft Dynamics GP application window. In the navigation pane, you will find a button for each Microsoft Dynamics GP series and each Signature module.
Use the following navigation pane buttons to access Signature lists:
- Signature Service
- Signature Job Cost
- Signature Equipment
The content pane will display the area page for the product you have chosen. On the area page, you will find quick links to all the product's operations, which you can also access from the menu toolbar.
The navigation pane will display a list of all the lists that are available for the selected product. The following lists are available for each Microsoft Dynamics GP series and Signature module:
| Series/Module | Lists |
|---|---|
Financial | Accounts, Account Transactions, Checkbooks, General Ledger Batches, Report list, and Assets |
Sales | Customers, Prospects, Salespeople, All Sales Transactions, Receivables Transactions, Sales Order Transactions, Invoicing Transactions, Receivables Batches, and Report list |
Purchasing | Vendors, All Purchasing Transactions, Payables Transactions, Purchase Order Transactions, Payables Batches, and Report list |
Administration | All Reports list, My Reports list, System Report list, Company Report list, Custom Report list, and SmartList Favorites |
Inventory | Items, Bill of Materials, Item Transactions, Report list, and In-Transit Transfers |
HR & Payroll | Employees, Applicants, Attendance Transactions, and Report list |
Manufacturing | Bills of Materials, Picking Documents, Job Costing, Routings, and Manufacturing Orders |
Project | Projects, Timesheet Transactions, Billing Transactions, PA purchase order transactions, and Report list |
Field Service | Service Call Transactions, Contract Transactions, RMA Transactions, RTV Transactions, Depot Transactions, In-Transit Transfers, Equipment, and Report list |
Signature Service | Service Locations |
Signature Job Cost | Jobs |
Signature Equipment | Equipment, Report list |
Performing an Action on a List Item
Each list displays an action pane that contains action buttons. With these buttons, you can add new records to the list or perform actions on the records that you select in the list. You can also open windows that allow you to view record details.
Job Cost
- Open the Job Cost area page by choosing the Signature Job Cost navigation pane button.
- From the navigation pane, select Jobs to display the Jobs list in the content pane.
- In the Job List window, existing job records are displayed.
- By choosing job records from the list and using the action buttons, you can:
- Edit Jobs
Select to open the Job Maintenance window to edit the select job. - New Job
Select to open the Job Maintenance window to create a new job. - Close Jobs
Select to open the .NET Job Close window. If you've marked any jobs in the Job List window and then select the Close Jobs button, the jobs available to be closed will be marked in the Close Jobs window. If you have a saved schedule, you will be prompted to select Yes to load the saved schedule and also add the jobs marked in the Job List or No to clear the saved schedule and only mark the jobs from the Job List window.
- Edit Jobs