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Signature 2020 (18.3)

All Help Documentation

Signature 2020 (18.3)

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All Help Documentation

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Signature Installation
Compatibility
Incompatibility
Installation Notes
New Features
Issues Fixed

System Requirements

Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements

Additional Module Requirements

Web Server (IIS)
Customer Portal
Job Cost Portal
Schedule
MobileTech

Support Information

Installation and Upgrade

Signature System Requirements

Installing Signature

Before Installation

Server and Client Installation

Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access

Client Only Installation

Upgrading Signature

Before Upgrading

Upgrading on a Server and Client

Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access

Upgrading on a Client Only
After Upgrading

Signature SSRS Report Setup

Product Registration Keys Installation

Technical Notes and Troubleshooting

Uninstalling Signature
Additional Information

Signature Help

Posting Flow Documents
MobileTech Setup Information in Microsoft Dynamics GP

MobileTech Information Processing

Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing

Web Client Incompatibilities

Service Management

Service Management Introduction

Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management

Core Module Setup

Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields

Setting Up Lookup Window Data

Refrigerant Tracking Lookup Data
Setting Up Skill Levels
Setting Up Technician Shifts
Setting Up Technician Activity IDs
Setting Up Service Areas
Setting Up Branches
Setting Up Technicians
Setting Up Technician Teams
Setting Up Divisions
Copying Division Accounts
Setting Up Customer User-Defined Lookup Windows
Setting Up Location User-Defined Lookup Windows
Setting Up Postal Codes
Setting Up Contacts
Setting Up Problem Types
Setting Up Call Types
Setting Up Appointment Statuses
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Call Resolutions
Setting Up Resolution Note Snippets
Setting Up Manufacturers
Setting Up Installation Information
Setting Up Extended Warranty Types
Setting Up Equipment Types

Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management

Advanced Document Management Module

Service Invoicing Module Setup

Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated

Creating a Pricing Matrix

Regular Pricing Matrix
Extended Pricing Matrix

Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates

Maintenance Contract Module Setup

Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance

Setting up Scheduled Maintenance Tasks

Setting up Task Codes

Creating a New Task Code
About System, Major, Sub 1-4
Adding Subtasks and Materials to a Task
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments

Creating a Task List
Setting up Task List Hierarchy
Assigning Tasks and Task Lists

Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup

Core Module Procedures

Using the Service Manager Window
Setting up Service Classes
Creating Customer Records

Using Contact Management

Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact

Creating Location Records

Creating Equipment Records

Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking

Creating Building Records

Working with Service Calls and Appointments

Creating Service Calls with One Appointment

Assigning Equipment to a Service Call

Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call

Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the cost audit report
Transferring costs and billing from a service call to a job
Editing accounts for a new service call type or division
Creating a Vendor Quotation Request
Reopening a Closed Service Call

Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Scheduling Non-Technician Resources
Reminder Notes in Service Management
Using Temporary Customers
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions

Working with Time Zones

Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference

Editing Service GL Transaction Journal Entries

Service Invoicing Procedures

Creating Invoices

Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech

Recording Payments Using the On Account Feature
Printing and Posting Invoices
Using Third-Party Billing
Creating Credit Memos

Using Microsoft Dynamics GP Purchase Order Processing with Service Management

Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls

Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing

SOP Invoicing

Choosing SOP Invoicing Options
Using SOP Invoicing

Tracking Warranty Transactions Through SOP

Setting up Warranty Transactions Through SOP
Creating Warranty Transactions

Using the Change Primary Document Utility

Multicurrency Management Module

Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts

Maintenance Contract Procedures

Creating a Maintenance Contract

Working with Contract Revenue and Costs

Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue

Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract

Creating Maintenance Contract Invoices

Creating invoices for a closed period
Editing and adding individual billing notes
Third party contract invoice billing

Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts

Using Master Contracts

Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts

Using Service Level Agreements

Printing Service Level Reports

Maintenance Contract Quote Module

Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List

Service Call Quote Module

Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote

Utility Procedures

Technician Reassignment
Salesperson Reassignment
Moving Equipment Records
Moving Location Records
Mass Completing and Closing Service Calls
Moving Service Calls
Duplicating Equipment Records
Duplicating Location Records
Copy Task List
Moving or Copying Contract Information
Remove Notes
Checking Links
Update Time Zone Data

Job Cost

Job Cost Introduction

Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC

Job Cost Setup

Signature Job Cost Setup Checklists

Setting up the Core Job Cost System

Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects

Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost

Setting up Payroll for Job Cost

Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes

Setting up Rate Classes for Union Payroll

Over-Scale Pay Rate Support for Unions

Prevailing Wage and Fringe Rate Calculation

Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (optional)
Using SmartList Objects for Signature Job Cost Products

Advanced Document Management Module for Job Cost
Job Estimates

Job Maintenance

Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job

Working with Job Revenue Performance Obligations

Creating Revenue Codes
Assigning Cost Codes to Revenue Codes

Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Creating a Job Record

Transactions

Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing in Job Cost
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost

Using Sales Order Processing

Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP

Tracking Warranty Part Transactions through SOP

Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction

Entering Payroll Transactions in Job Cost

Processing Payroll with Union Rate Classes (optional)

Entering Job Transactions

Entering Job Transactions by Labor Rate and Employee

Entering Job Invoices

Entering Transaction-Level Billing Information
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Scheduled Billing Information
Generating Invoices for Retention
Assigning GL Accounts on Jobs and Job Invoices
Entering Standard Billing Information

Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices

Job Status

Editing Revenue Performance Obligations

Viewing Job Status Information

Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (optional)

Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method

Working with Reminder Notes

Multicurrency Management Feature

Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices

Subcontractor Feature

Setting up the Subcontractor Feature
Using the Subcontractor Feature

Advanced Subcontractor Feature

Using the Advanced Subcontractor Feature

Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements

Adding Subcontractors to a Job Record
Setting up the Advanced Subcontractor Feature

Project Level Feature

Using the Project Status Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports

Billing Project Allocated Revenue and Cost Plus Billing Projects

Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects

Project Manager’s Advisor Feature

Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports

Closing, History, and Maintenance

Closing Procedures

Closing a Job

What's New with Closing a Job
Legacy Job Close Window

Closing a Period or Month
Closing a Year

Viewing Job History

Utilities
WIP Reconciliation Tool

TimeTrack

TimeTrack Introduction

Buttons, Symbols, and Indicators

Setting Up TimeTrack

Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)

Using TimeTrack

About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature

Exporting TimeTrack Data to a Third-Party Payroll Module

Correcting Commit Errors and Re-Creating the Export File

Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility

Manager Approval of Time Card Transactions

Using the Manager Approval Feature
Setting up the Manager Approval Feature

Document Attachments for TimeTrack

Setting up the Document Attachments Feature
Using the Document Attachments Feature

Reports

SSRS reports

Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference

Service Management SSRS Reports

Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Job Safety Audit (2013)
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quotes
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking report
Resource Schedule
Sales Tax - Material Purchases
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports

Job Cost SSRS Reports

TimeTrack SSRS reports

Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet

Equipment Management SSRS reports

Equipment Attributes
Equipment Profit and Loss Key Performance Indicator

Equipment Profit and Loss

Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details

Inspection

Rental Agreement, Booking, and Invoice Reports

Rental Agreement

Rental Agreement Standdown Lines (Subreport)

Rental Line Agreement
Rental Booking

Rental Invoice

Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)

Rental Line Invoice

Rental Utilization
Scheduled Maintenance Forecast

Shared SSRS reports

Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability

SSRS Report templates

Configuring a Report

Signature Report Templates

Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot

Charts and Key Performance Indicators (KPIs)

Dexterity Reports

Configuring System Reports

WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table

Job Cost Dexterity Reports

Estimate Worksheet
Printable Notes

Job Reports

Payables Aged Trial Balance (JC)
Estimate Cost Variance
Job Analysis Report
Audit Billing
Audit Costs
Audit Cash Receipts
Audit Cost Variance
Backlog
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Job Posted Cost
Projected Variance
Job Reference
Profit and Loss by Period
Job Schedule
Job Status Report
Job Summary
Profit and Loss
Quantity Variance
WIP
Backlog by Period

Job Cost Edit Lists
Billing Reports

Sorted Reports

Division Reports
Project Manager Reports
Project Number Reports

Labor Reports
Setup Reports
History Reports
Subcontractor Reports

Service Management Dexterity Reports

General Reports

Contact ID Report
Customer Locations Report
Equipment at Location
Invalid Labor Rate Groups
Lookup Reports
Printable Notes report
Customer Report

Service Reports

Technician Reports
Commission Report
Contract Escalation Build Report
Completed Calls Report
Customer Reports
Unassigned Appointments Report
Assigned Appointments Report
Escalation Committed Report
Service at Location Report
Escalation Notification Report
Guaranteed Service Call Report
Open Service Calls with Costs Report
Profitability Report
Service Calls by Salesperson Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports
Service Call Log

Maintenance Reports

Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Master Contract Reports
Monthly Labor Plan Report
Technician Load Summary Report
Workorder Register Report
Overdue PM Report

Using SmartList Objects

Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference

Alternate Windows and Reports Manager

Alternate Window and Report Manager Overview
Installing AWARM
Setting up AWARM
Using AWARM

Signature Utilities

Signature Utilities Introduction

Signature Utilities Setup

Launching Signature Utilities
Setting up Signature Utilities

Signature Import Utility

Preparing to Import Files
Creating the Import File
Update to Change Order Rules

Using the Import Utility

Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility

File Maintenance Utilities

Job Cost File Maintenance Utilities

Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility

Service Management File Maintenance Utilities

Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Archive Data Utility
Task Update Utility

Signature File Maintenance Utilities

SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility

Field Definitions

Warehouse File Names

Service Management Field Definitions

Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File

Job Cost Field Definitions

Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File

SmartConnect Integration Manager

Installing Integration Manager
Signature Nodes Reference

Signature Integration Technical Reference

PDF User Guides

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Signature 2020
Service Management

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Utility Procedures

This section contains the utility procedures recommended for maintaining Service Management.

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