Signature Glossary
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Account Analysis | Use the Account Analysis button to check or change the analysis codes to which the posting amount is to be allocated. This button is available when an amount is to be posted to a ledger account that has been set up for MDA. See Entering Payables Transactions in Service Management or Entering Payables Transactions in Job Cost. |
Accounts | An account is a record in an accounting system that tracks the financial activities of a specific asset, liability, equity, revenue, or expense. These records increase and decrease as business events occur throughout the accounting period. |
Active User-Defined Fields | Active user-defined fields are customizable user-defined fields. They can be defined to return various forms of data in read-only format. For example, you could define a group of fields to return meter/readings, the last service call ID, and the service call completion date. The data is updated every time the window is opened. Unlike other user-defined fields, users do not enter data in the active user-defined fields. See Labeling User-Defined Fields. |
Added Costs | Another way to enter costs on a service invoice is by using the Plus + buttons attached to each of the five cost categories. The Plus + buttons are used to enter manually added costs. Examples of manual costs are items not in inventory or not purchased as a payable item, or a salaried employee doing hourly work on a service call. These are costs you have incurred completing the service work that you want to be reflected on the customer's invoice. See Entering Manually Added Transactions. |
Address Default, Selecting | In the Service Management Service Options window, you can select the label name that displays for addresses - either ZIP Code or Postal Code. The address default you select — ZIP Code or Postal Code — becomes the label of the eighth field in the Service Manager window. The third address field in the Customer and Location windows is user-definable. See Choosing Service Options. |
Agency Contacts | Agency contacts can be assigned to any number of contracts or locations, for example, within a fire or police department. To allow users to be able to add an agency contact, you will need to enable this option on their User Profile. This is a per-user setting. If this option isn't marked, users can create Location contacts. (Local contacts are specific to one location.) See Setting up Contact Management. |
Alternate Windows and Reports Manager (AWARM) | Alternate Window and Report Manager (AWARM) allows you to open alternate and modified forms and reports, without requiring that you log in as a different user. You can control user access to alternate and modified alternate forms and reports either globally or individually. AWARM works with all Dexterity-based applications, including Microsoft Dynamics GP and the following Signature modules: Service Management, Job Cost, TimeTrack, and Equipment Management. See Alternate Windows and Reports Manager. |
Annual Service | Annual Service (AS) is one of the six default call types that cannot be deleted. The other call types are Maintenance Contract Computer-Generated (MCC), Maintenance Contract (MC), Inbound (INB), Outbound (OUB), and Equipment Repair (EQR). See Setting Up Call Types. |
Appointment History | If you marked the option to Keep Appointment History in the Service Options window, you can view all changes made to an appointment in the Appointment History window. The three appointment actions that are tracked in the window are: Insert, Update, and Delete. Information is recorded when an appointment is created when changes are made to it, and when it is deleted. You can resize and rearrange the columns in the window. See Viewing Appointment History. |
Appointment Status | When an appointment is created from a service call, Default is the default status of appointment number 0001. Otherwise, Unassigned is the default status of new appointments. Closed is not an available appointment status. The following statuses are defaults and cannot be deleted: Complete, Dispatched, Unassigned, and Re-assign. The Re-assign status is intended for use with MobileTech. Closed is reserved for system use and cannot be added to your lookup data. See Setting Up Appointment Statuses. |
Appointments, Resolving Conflicts | When you create appointments that result in a conflict with existing appointments, the system provides the opportunity to resolve those conflicts immediately. You can view the proposed appointments side-by-side with existing appointments, and resolve those conflicts by changing times, and dates, or even by changing appointments to unscheduled. See Resolving Appointment Scheduling Conflicts. |
Appointment Types |
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Auto Numbering | You can automatically generate customer IDs, contract numbers, master contract IDs, and equipment and component IDs when creating new records. When you create a new customer, maintenance contract, master contract, or equipment record, the auto-generated next number appears. Also, if you are using global filtering, you can assign unique auto numbers for some or all of your branches. If you are not using global filters, you can assign a starting auto number. See Setting Up Auto Numbering. |
Auto Populating Fields | The Address ID field in the Location window auto-populates. That is, if there is only one address ID in the lookup data for a customer, the address information automatically fills in when the user opens the Location window. The Division and Contract Number fields in the Service Call and Maintenance Contract windows also auto-populate. The contract number auto-populates in the Service Call window when the call type is Maintenance Contract (MC). |
Auto-Roll Calls Forward Checkbox | In the Setup Options window, you can mark the Auto-Roll Calls Forward checkbox to automatically reschedule incomplete appointments to the next business day. This process will occur for any open service call that has an incomplete appointment. You can enter the default start time for these appointments or use the default 12:00 AM. See Choosing Service Options. |
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Batch-level Posting | This type of posting provides several options that allow you to post batches individually or in groups. If you post transactions as part of a batch, you can enter both a transaction date and a batch date when you enter transactions. The default date for each date is the user date—the date displayed on the toolbar. |
Batch Printing Invoices | You can batch print service call invoices and credit memos through the Receivables Batch Entry window. See Printing and Posting Invoices. |
Buttons | See Symbols, Buttons, and Indicators. |
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Call Roll Forward | You can move all open service calls and open service appointments to a new date. The system looks at the appointment and service call dates independently. That is, if an appointment date is before the roll-forward date and the service call date is after the roll-forward date, the appointment will be rolled forward and the service call will not. See Rolling Calls Forward. |
Call Status | The Service Call Status window allows you to view unposted, committed, and actual costs as well as anticipated billable information. The costs displayed are all costs for the service call, not for a specific invoice. Margin information is also displayed although tax information is not included. The Service Call Status window also provides zoom capability to the cost categories and cost types for the service call. See Viewing Service Call Status Information. |
Call Types Lookup Window | Use the Call Types lookup window to select the call type to assign to the service call. Examples of call types are Emergency, Regular Service, or Project. Six default call types that cannot be deleted: Annual Service (AS), Maintenance Contract Computer-Generated (MCC), Maintenance Contract (MC), Inbound (INB), Outbound (OUB), and Equipment Repair (EQR). See Setting Up Call Types. |
Change Customer IDs Window | When you have received approval to change the status of the customer from temporary to permanent, you can do so using the Change Customer IDs window. See Using Temporary Customers. |
Checklists, Setup | 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. See Signature Setup Checklists. |
Committing Escalation Contracts | Escalation is the automatic price increase of a maintenance or master contract at the contract's anniversary date. Contracts are usually escalated because costs increase. These increases can be attributed to several factors, such as an increase in the cost of parts, materials, subcontracts, travel, or labor. Escalation adjusts the price of a maintenance contract, by cost category, on a predetermined basis (e.g., Consumer Price Index or inflation index). See Escalating Maintenance Contracts and Escalating Master Contracts. |
Component | Component records are actual equipment records attached to a master equipment record. Use component records when you need to service or track individual parts of a larger piece of equipment. See Adding Components to Equipment Records. |
Contact Management | Contact Management allows you to assign contacts to a specific location and/or contract, in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, you may want to have contact information for the building manager, janitor, office manager, or receptionist for each customer location. You can assign unlimited phone numbers to each contact record. Depending on your Contact Management setup, you can add a contact from the Service Call window. See Using Contact Management. |
Contract Coverage Maintenance Window | Use the Contract Coverage window to view all equipment and tasks covered by the maintenance contract. Items display by sublocation, equipment, task list, and task code. Component equipment records display indented. You assign equipment, tasks, and task lists to a maintenance contract from the Contract Coverage window. See Using the Contract Coverage Window. |
Contract Profitability |
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Cost Categories | Costs in Service Management are summarized in general cost categories or elements of the total cost. Equipment, material, labor, subcontractor, and Other are the default category names. Five labor subcategories can be defined. See Labeling Invoice User-defined Fields, Entering Manually Added Transactions, and Viewing Service Call Costs. |
Cost Transaction Numbers Posted Window | Posted invoices for the service call appear in the Cost Transaction Numbers Posted window. See Printing and Posting Invoices. |
Credit Memos, Automatically Creating | You can apply sale credits to service invoices. From the Service Credit Memo window, you can apply credit amounts to each of the five cost categories. You can save the credit memo to a batch or real-time post. See Creating Credit Memos. |
Customer Record | You can manage your customers through an easily accessible database that tracks names, addresses, and user-defined customer information. Customer records are created in Service Management using the Customer Maintenance window. When the information in the Customer Maintenance window is saved, Service Management's Customer and Location windows are updated. There are also Microsoft Dynamics GP versions of these windows, and many fields are shared between the Service Management and Microsoft Dynamics GP windows. Changing information on the Service Management Customer or Location windows changes the corresponding fields on the Microsoft Dynamics GP windows and vice versa. See Working with Customer Records. |
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Deferred Revenue | Deferred revenue, also called unearned revenue, applies to advance payments obtained by a company for goods or services that are to be provided or performed in the future. See Month End Reconciliation Procedures. |
Dispatch List | This report provides a detailed list of service call appointments; this is useful for technicians and dispatchers who manage workload and appointment priority. You can use various filters to review historical job appointments and hours counts without needing to log in to the GP application. You can print this report from Report Manager and the Custom Reports list, filtering and sorting on any column, including Date Range, Service Area, Technician, Appointment Status, and User Defined. See Dispatch List. |
Divisions | You may have to manage multiple divisions in your company. A division could refer to a division, department, profit center, geo-center, or other designation. For example, you may operate a service division as well as an installation division. By specifying a division, all revenue and expenses originating in Service Management related to a specific service call are attributed to the GL accounts set up for the division. In the Service Call window, you must specify the division using the lookup window in the Division field. See Setting Up Divisions. |
Document Management | The Document Management feature allows users to attach bitmap (.BMP) files to records. The bitmap images can be saved with the record and viewed by choosing the attached image button. If the record does not have documents attached, the button shows a paper clip. When documents are attached, the button shows a paper clip attached to a piece of paper. See Setting Up and Using Document Management. (With the Advanced Document Management feature, you can attach numerous file formats (e.g., DOC, BMP, XLS, TIF, WAV). See Advanced Document Management.) |
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Equipment Meter Readings | If you marked the Use Equipment Readings checkbox in the Service Options window, a Meter Readings/Hours button is present in the Equipment window. Use this button to track information for a piece of equipment. In addition to the Reading Date and Reading By fields, there are 25 user-defined fields. If you have numerous unused user-defined fields, you may want to use Microsoft Dynamics GP Modifier to change the layout of the Meter Readings/Hours window. See Entering Equipment Meter Readings. |
Equipment Replacement Parts | You can assign suggested replacement parts to a specific piece of equipment in the Equipment Replacement Parts window. You can view the master list of replacement parts for the equipment type by zooming in the Equipment Type field in the Equipment window and choosing the Replacement Parts button. Replacement Parts are added to the Equipment Type. See Assigning Replacement Parts to Equipment. |
Equipment Testing | You can keep track of tests that are performed on service equipment, including the test date, test results, and the technician who performed the test. You can also enter the next scheduled test date for a regular or recurring test, as well as set user-defined equipment information to default from a previous test to save data entry time. In addition to the user-defined results fields, when entering results for a scheduled test, you can mark the test as Passed or Failed. This is useful if you want to create a SmartList to keep track of those scheduled tests that require additional attention, such as tests that failed or tests that have not yet been completed as of the scheduled test date. See Service Equipment Testing. |
Equipment Management | Signature Equipment Management provides asset-level financials and lets you track the status, location, and utilization of equipment. |
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Global Filtering | Most companies, large and small, have branch offices throughout the world. Service Management tracks all customers no matter where they're located. Users, however, at times may not want to see all the company's customers. They may only be concerned with a subset of the total customers. Using global filtering, users can be set up to view a subset of the company's customers. See Using Global Filtering. |
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Inactive | You can inactivate different types of entities (locations, customers, equipment) in Signature, see the following topics for information specific to that entity. |
Indicators | See Symbols, Buttons, and Indicators. |
Inventory | When using the Inventory button in the Service Invoice window, the type of transaction will vary depending on Service Management setup options. You can enter the inventory cost transaction using Sales Order Processing (SOP) or as an adjustment. See Entering Inventory Transactions in Service Management. |
Invoice Options Window | Use this window to select the invoice options for the Service Invoicing module. See Choosing Invoice Options. |
Invoice | An invoice is a document sent by a provider of a product or service to the purchaser that shows the item or service provided and the amount owed. Once you've created and saved a service call, you will want to create an invoice and record the costs incurred by the service work performed. See Creating Invoices. |
Integration With Microsoft Dynamics GP | The Service Management modules automatically integrate with Microsoft Dynamics GP accounting modules during the installation. An important benefit of integration is that cost transactions can be posted simultaneously to Service Management and Microsoft Dynamics GP accounting modules. Service invoices are posted directly from Service Management to the Microsoft Dynamics GP Receivables Management module. For ease of data entry, the Service Management Invoice window gives you the ability to enter invoice costs directly in the Microsoft Dynamics GP Payroll, Payables, and Inventory modules. See Integration with Microsoft Dynamics GP. |
Item Costing Option | If you are using the Markup on Cost pricing method, you must select whether to use the Current Cost or the Standard Cost to calculate the billing amount. This is set up in the Inventory Options section for the Item Costing option. See Choosing Invoice Options. |
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Job Cost | Signature Job Cost adds important job costing features to the Microsoft Dynamics GP application. Job Cost allows you to analyze job-related costs, billings, and profits, helping you make accurate and timely business decisions. |
Job Estimates | If you are using third-party cost estimating software, you can import the estimate information for use in Job Cost. Contact WennSoft Sales for information on importing estimates. See Job Estimates. |
Job Record | Job records serve as the foundation for Job Cost. You can create records for jobs to track costs, bill clients, and receive payments. You can edit jobs, view an existing record, or search for the record by job name or by job number. Your billing type, which is dependent on contract type, determines the type of job invoices that can be printed. Further, certain billing types require that you create bill codes. See Creating a Job Record. |
Job Transactions | Entering transactions is one of the more important activities you do in managing and tracking job costing. You enter transactions to record costs, such as charges directly associated with material or labor, and to record invoices or bills sent to the customer. Some transaction data must be entered through Job Cost windows, while other data must be entered through Microsoft Dynamics GP windows. These require that specific Microsoft Dynamics GP modules be installed. Once entered, individual transactions can be posted immediately (transaction-level posting) or saved in batches for posting later (batch posting). If transactions are saved in batches, they do not affect any general ledger or Job Cost accounts until the batches are posted. This allows you to review the transactions, print edit lists, and correct errors prior to posting. See Job Transactions. |
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Labor Rate Group | Labor rates are used to establish a billing amount for labor transactions. You can create labor rate groups based on pay code and position or based on pay code, position, and department. When you use pay code, position, and department, you create overhead groups and associate the overhead group with the labor rate group. See Creating Labor Rate Groups. |
Local Contacts | Local contacts are specific to one location. Contact Management allows you to assign contacts to a specific location and/or contract, in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, you may want to have contact information for the building manager, janitor, office manager, or receptionist for each customer location. You can assign unlimited phone numbers to each contact record. (Agency contacts can be assigned to any number of contracts or locations.) See Setting up Contact Management. |
Location Technicians Window | Use this window to assign a technician to each skill level for a specific location. This window is accessed from the Add Service Customer window. See Using the Add Service Customer Window. |
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Maintenance Contracts | The Maintenance Contract module is used to automatically create service calls and invoices based on contract specifications. A service organization might agree to perform specific maintenance tasks on certain pieces of equipment at certain time intervals. The Maintenance Contract module automates and tracks this information, leaving time for service managers to concentrate on the service work. The Maintenance Contract module tracks profitability by contract. Estimated, actual, and forecast costs are tracked for equipment, labor, materials, subcontractor, and miscellaneous costs. Tracking estimated costs separately from forecast costs provides feedback to measure your performance. It also confirms pricing or bidding assumptions as your company revises pricing and pursues new work. See Maintenance Contracts. |
Maintenance Contract Quote | The Maintenance Contract Quote module provides the ability to develop contract quotes that are driven by tasking. More information on tasking can be found in the section Setting up Scheduled Maintenance Tasks. You must have the Maintenance Contract module to use the Maintenance Contract Quote module. See Maintenance Contract Quotes. |
Map2BOB | Map2BOB provides an efficient process that will allow a Signature Service Management (SMS) user to create entity data in Building Optimization Broker (BOB) using data from ERP Customers, Locations, Equipment, and Contacts. This also creates the link between the BOB entity and the ERP entity. If you’ve already created entity data in Building Optimization Broker, you can use the Map2BOB features to link existing BOB entity data to its ERP equivalent. This linking of ERP data to the Building Optimization Broker will enable Service Requests initiated in BOB to be transitioned into a Signature Service Call for any linked Signature Customer, Location, and Equipment, with valid to references Signature Location Contacts. Signature Service Calls created from BOB Service Requests will be additionally linked by the BOB Work Order Number which is stored in the Signature Service Call entity. Additionally, the linking of BOB and ERP entity data allows MobileTech to expose the BOB Dashboard which exposes BOB Fault and Priority data to the field. See Map2BOB Overview. |
Master Contracts | With the optional Master Contracts module, you can create master contracts that cover a group of maintenance contracts and allow for them to be billed on one invoice. A master contract may be assigned to only one customer but may span more than one location for that customer. A maintenance contract may only be assigned to one master contract. See Master Contracts. |
MCC Calls | Maintenance Contract Computer-Generated service call. |
MobileTech | Signature MobileTech provides your field resources with the information they need to perform their job. MobileTech enables technicians who use Windows laptops, or Android and iOS mobile devices to view, capture, and share work-related information to and from Signature. |
Multicurrency Management Module | Service Management - The optional Signature Multicurrency Management module allows you to invoice and credit non-preventive and preventive maintenance service calls in a foreign currency. See Multicurrency Management. Job Cost - The optional Multicurrency Management feature allows you to designate an originating currency for standard job invoices through the Job Invoice Entry and Standard Invoice or Credit windows. All costs associated with jobs are tracked in the functional currency only. See Multicurrency Management for Job Cost. |
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On Account Feature | The On Account field in the Service Invoice window shows the amount the customer currently owes on the invoice. You can record manual payments or payments received at the time of the service call in this field. You can record multiple payments by increasing the appropriate field amount. That is, if you receive a second cash payment of $50 and the first cash receipt was $100, you would increase the Cash field by $50, making the total $150. A Payment field appears on all eight default invoice styles to reflect payments. See Recording Payments Using the On Account Feature. |
Overhead Groups | Overhead group codes organize overhead detail codes logically per departments, positions, and pay codes. For example, you could set up detail codes for hourly compensation, overhead, and travel time. These details can be combined under a group code named Hour. The group code is applied to technicians assigned to the installation department. See Creating Labor Rate Groups. |
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Password Protection | Service Management uses the Microsoft Dynamics GP security functions for window and report access (Microsoft Dynamics GP > Tools > Setup > System > Security). In addition to Microsoft Dynamics GP security, Service Management provides password protection for certain functions based on a security level that is granted to each user. The core of Service Management security is the ability to change passwords for specific functions based on security level. See Setting Up Security. |
Posting Flows, Illustrated | Posting flow documents are available to aid your understanding of system procedures, table relationships, and data flow. These documents can be found in Posting Flow Documents . |
Price Matrix | Pricing matrix schedules are set up and used to calculate the billing amount for inventory items, payables, equipment, material, subcontractor, and other costs for a service call. By selecting a price matrix in the Location window, you establish the markup and markdown billing amounts for all non-labor costs for that specific location. You can create regular and extended pricing matrices. The main difference between a regular pricing matrix and an extended pricing matrix is that with extended, you can create price rates down at the "cost code" level. In addition, with an extended pricing matrix, you have several more criteria/filter options such as call type, problem type, equipment type, and so on. See Creating a Pricing Matrix |
Project Level | Job Cost's optional Project Level feature allows you to combine multiple jobs into a project so that you can view jobs from the project level. This may be useful if you have multiple divisions working together to complete a single contract, but each division works on its own job. The Project Level feature allows for fixed (cost of construction) and time and materials (T&M) projects. In addition, you can set up reimbursable expense jobs to bill projects for reimbursable expenses (such as travel, mileage, and hotels) incurred on jobs. The Project Level feature also features project-level billing, which allows you to create a schedule for billing multiple jobs on a single invoice. Project-level invoices can be created with or without bill codes. Third-party billing is supported in project-level billing. Project-level billing creates a single Accounts Receivables transaction while distributing revenue to multiple jobs, divisions, or General Ledger accounts. See Project Level. |
Project Manager's Advisor (PMA) | The Project Manager Advisor (PMA) feature in Job Cost enhances the Project Level feature by adding security, a detailed labor breakdown view, and the capability to print automatically sorted project and job reports. The Project Level feature is not required to run the PMA feature. The PMA feature is optional. See Project Manager’s Advisor. |
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Quick Links, Adding To Home Pages | You can add quick links for most Signature windows/features to the home page. These links represent the many toolbar items. You can add quick links to windows, navigation lists, web pages, external programs, and files. For more information, see the Microsoft Dynamics GP documentation. |
Quick Note Window | Use the Quick Note window to enter notes and other information. Unlike attached notes created with the notepad button, a quick note is always visible in the Contact Setup window. See Creating a Contact. |
Quotes |
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Recalculate Billing Rates Window | If you want to edit individual transactions on an invoice, select the Edit Records button in the Invoice window to open the Update Billing Amount window. Here you can select which transactions to recalculate. The calculations are based on the cost categories marked in the Recalculate Billing Rates window. See Using Third-Party Billing. |
Receivings Transaction Entry Window | Use the Receivings Transaction Entry window to record a shipment/invoice or shipment. You can include items from multiple purchase orders (from a single vendor) on either type of receipt. In the Receivings Transaction Entry window, you have the option to receive items that weren't included in the original purchase order or receive items without a purchase order. You can automatically receive line items on a purchase order. For more information about the window, see the Microsoft Dynamics GP documentation. For information on using the window with Job Cost, see Withholding Retention on Purchase Order Invoices and/or Accessing Transaction Entry Windows. |
Refrigerant Tracking | Organizations are required to report annual refrigerant usage and track leak rates to the Environmental Protection Agency (EPA). If you work with a third-party agency to manage or confirm refrigerant safety, reporting is done through that agency. In Signature Service Management, refrigerant usage and leak information can be entered in the Refrigerant Tracking window, accessed from the equipment record attached to the service call. See Refrigerant Tracking. |
Reminder Note | Most major windows have the notepad feature enabling you to attach free-form notes to a record. These notes can be marked to remind you to do something in the future. Each window has a notepad button in the button bar to attach window-level notes. These notes can be used to attach instructions for completing the window and are separate from the reminder service notes. See Reminder Notes in Service Management. |
Revenue Performance Obligations | The Revenue Performance Obligation (RPO) revenue recognition method is used by companies that either enter into contracts with customers to transfer goods or services or enters into contract for the transfer of nonfinancial assets unless those contracts are within the scope of other standards (for example: leases and insurance contracts). Revenue codes are assigned at the job level. Under the new Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606). For more information, see http://www.fasb.org. In our Help files and Job Cost user guide, the acronym RPO refers to revenue codes on jobs. For revenue to be recognized on a Performance Obligation Contract, the Original Transaction Price on the Job Revenue Codes window must be populated in the same month. See Working with Job Revenue Performance Obligations. |
Revenue Schedule, Editing | If you are using the revenue schedule method of revenue recognition, you can edit the revenue schedule to either change an amount that is scheduled to be recognized and/or adjust an amount that has already been posted. You may need to edit the revenue schedule if the contract amount changes or a customer cancels a contract after you have already recognized the revenue. See Editing the Revenue Schedule. |
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Sales Order Processing (SOP) Invoicing | You can create invoices in Service Management using Microsoft Dynamics GP SOP. This allows the flexibility of using different document types, allocating quantities, calculating commissions, and supporting multicurrency. All costs that can be entered in SOP are supported. You can enter labor, expense, and travel transactions in TimeTrack. If you are using SOP invoicing in Service Management, you cannot use the Service Call Quote module. You create a service call quote by creating an SOP document with a document type of Quote. In addition, you cannot use COGS accounts with SOP Invoicing. Service call costs are updated when the SOP document is posted. See Sales Order Processing (SOP) Invoicing. |
Schedule | Schedule lets dispatchers easily schedule appointments by using a visual representation of service calls and jobs that includes assigned, unassigned, and unscheduled appointments. When you log into Schedule, service appointments, job appointments, and technician activities are loaded onto the schedule board. To access Schedule's full capability, we recommend Google Chrome or other non-Microsoft browsers for your internet browser. Microsoft browsers may still be able to access Schedule but you may not have access to all features. |
Security Level Setup | Service Management uses the Microsoft Dynamics GP security functions for window and report access (Microsoft Dynamics GP > Tools > Setup > System > Security). In addition to Microsoft Dynamics GP security, Service Management provides password protection for certain functions based on a security level that is granted to each user. The core of Service Management security is the ability to change passwords for specific functions based on security level. See Setting Up Security. |
Service Call | A service call is a service that is rendered when a problem or malfunction occurs that needs an examination or diagnosis by a technician. A service has at least one associated appointment while an appointment can only be associated with one service call. Another term used for a service call is workorder. See Working with Service Calls and Appointments. |
Service Call Numbering Method | Before you begin using Service Management, you must select a method of assigning service call IDs. Select the option carefully as your numbering method cannot be changed without assistance from WennSoft Support. See Selecting a Service Call Numbering Method.
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Service Call Quote | A service call quote is an estimated billing amount for service work. Service Management offers two types of service call quotes: fixed and not-to-exceed (NTE). See Service Call Quotes. |
Service Invoicing | With the optional Service Management Invoice module, you can enter and edit sales transactions and produce statements through complete integration with Microsoft Dynamics GP Receivables Management. Invoice transactions can be entered individually or in batches. If you are not using the Receivables Management module, you can still create and accumulate costs to a service call though you cannot post them to Microsoft Dynamics GP General Ledger. See Service Invoicing. |
Service Level Agreements (SLAs) | SLAs automatically calculate response times for all five timestamps of a service call. An SLA indicator is present in the Service Call window for calls covered by a service level agreement. When a service call is created, the response times are calculated. As the service call guaranteed time nears expiration, the user is visually alerted on the Service Monitor. To use service-level agreements, you first create service-level IDs. A service level ID assigns guaranteed times to each timestamp. You then can assign the service level ID to a location record or maintenance contract. When a service call is created, the response times are automatically calculated. These times, in turn, drive the Service Monitor, visually indicating as the timestamp nears expiration. Service level agreements are not used with MCC calls. See Using Service Level Agreements (SLA). |
Service Management | Signature Service Management delivers visibility into the real-time information that field service and construction businesses need to drive better decision-making and ensure profitable operations. |
Service Monitor | The Service Monitor visually displays service call data by colors selected for the call type. The Service Monitor displays the appointments associated with the service call. The associated service call can be accessed by selecting the appointment in the Service Monitor window. The Service Monitor has an automatic refresh option to update the screen with the most recent appointment information. See Using the Service Monitor. |
Service Options, Choosing | You can determine how the core Service Management module operates by enabling functions in the Service Options window. See Choosing Service Options. |
Service Request | A service request is generated from MobileTech or Building Optimization Broker (BOB). Depending on the setup, this request may be sent to Schedule to be accepted to create a service call or declined. If the service call is created, this service call will then be available in Service Management. A service request is not processed in Service Management. |
Setup Checklists | 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. See Signature Setup Checklists. |
Shifts | Shifts are used to determine when a technician is available for scheduling service work. You set up standard shifts and then assign them to technicians. A technician must have an assigned shift for the system to schedule appointments for that technician. Technician shifts are part of the Advanced Scheduling modules. See Setting Up Technician Shifts. |
Signature Installation History Window | Select the History button in the About Signature window to open the Signature Installation History window. This window displays the version of Signature products you are running, any service packs or maintenance releases that have been installed, as well as other relevant information. See Viewing Application and User Activity Information. |
Signature Modules | Select the Modules button in the About Signature window to open the Signature Modules window. This window displays all Signature modules and whether the site is registered to use those modules. See Viewing Application and User Activity Information. |
Signature Utilities | Signature Utilities is a utility program that is used to import data into Service Management and Job Cost and to upgrade data files. It also includes file maintenance utilities. The Conversion utility is part of the Signature Utilities program, but is performed as part of the Signature Products upgrade process. The Conversion utility is documented in the Upgrading Signature products section of the Signature Products Installation, Upgrade, and New Features Manual. Signature Utilities is separate from the Utilities available in Service Management and Job Cost. See Signature Utilities. |
SmartConnect Integration Manager | Signature SmartConnect Integration Manager aids you in creating and updating records in Signature by importing data from different sources. Using SmartConnect, Integration Manager allows you to build maps from existing sources of data, for example, Excel, CRM, XML, or any other ODBC connection, to Signature’s import procedures. Signature data can then be imported into Microsoft Dynamics GP. This is useful during both the initial implementation of Signature as well as any ongoing interfacing with other systems. SmartConnect uses eConnect to integrate Microsoft Dynamics GP with other data sources; both products come with a standard set of GP nodes, node types, and node groups that are used to break down the integration into areas. See SmartConnect Integration Manager Manager. |
SQL Server Reporting Services (SSRS) | SQL Server Reporting Services (SSRS) is a server-based reporting platform that you can use to create and manage tabular, matrix, graphical, and free-form reports that contain data from relational and multi-dimensional data sources. The reports that you create can be viewed and managed over a World Wide Web-based connection (Report Manager). They can be run from within Microsoft Dynamics GP, as with any standard report. See SSRS Reports Reports. |
Standard Text Entry Window | If you have recurring text that you would like to use on purchase order line items, complete the Standard Text Entry window. See Setting up Purchase Order Processing. |
Subcontractor | In Job Cost, the Subcontractor feature allows Microsoft Dynamics GP vendors to be created and saved in Job Cost as subcontractors. The subcontractors are then assigned to existing jobs in Job Cost. Retention is withheld from subcontractor invoices based on how the contract was set up. The feature also offers a Pay When Paid feature. The Subcontractor feature does not support the Microsoft Dynamics GP Purchasing setup option to allow duplicate invoices per vendor. See Subcontractor. The optional Advanced Subcontractor feature in Job Cost provides additional functionality to the standard Subcontractor feature, which allows Microsoft Dynamics GP vendors to be created and saved in Job Cost as subcontractors. See Advanced Subcontractor. |
Symbols | See Symbols, Buttons, and Indicators. |
System, Major, Sub 1, 2, 3, And 4 | These six fields are used to narrow down the list of task codes in a lookup window. If your company has hundreds or thousands of task codes, being able to filter those task codes allows you to search faster when assigning a maintenance task. See Setting up System, Major, Sub 1-4. |
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Task List | Task lists are useful because they group tasks that are commonly completed together. This eases data entry and allows the technician to have a clear and accurate sense of the assigned duties for a service appointment. See Creating a Task List. |
Task List Type | The task list type is used to further classify task lists but is currently not functional. Examples: ELECTRICAL, ELEVATOR, EQUIPMENT, HVAC A/C, HVAC HEAT, etc. See Creating a Task List. |
Task Status | Before a Call Status can be changed to COMPLETE, the status of all tasks attached to an appointment must be marked as COMPLETE, SKIPPED, or N/A. Use the Service Call Tasks window to update the task statuses. If any task status remains set to OPEN, a warning message will appear when you attempt to complete the call. In addition, a default Task Status must be selected in Service Options, to create MCC calls. The default task status is selected in the Service Options Setup window. The task status selected will be the default entry in the Task Status field in the Service Call Tasks window when tasks are entered. You must have a default task status selected in the Service Options window to open the Service Call Tasks window. See Setting Up a Default Task Status. |
Technician Reassignment | All or some of a technician's duties can be reassigned to one or more technicians. For example, you could use this feature to even out workloads among technicians. Or if a technician leaves the company, you could easily reassign the technician's duties to other technicians. When an appointment is reassigned, its starting time is cleared, or set to midnight, and the system verifies that the skill set of the technician being assigned matches the skill level assigned to the appointment. A message displays if the skill levels do not match. See Technician Reassignment. |
Technician Teams | You can group technicians into teams in the Technician Team Setup window. For example, if your service work is grouped as residential and commercial, you could have a Residential and a Commercial technician team. Having technician teams is useful for reporting purposes as well as with Schedule. See Setting Up Technician Teams. |
Technicians, Inactivating | Inactive technicians cannot be assigned to new service calls and will not appear on most lookup lists. A technician is inactivated in the Technicians window. See Setting Up Technicians. |
Temporary Customer | Temporary customers can be set up in Service Management without permanently adding them to the Receivables Management customer database. For example, you may wish to set up a customer for service pending credit approval. Later, when the credit is approved, the customer ID easily can become part of your permanent customer file. You can enter service calls, equipment IDs, and contracts for temporary customers. However, you are not able to enter financial-related data, such as invoices in the Service Management or transactions in Receivables Management. See Using Temporary Customers. |
Third-Party Billing | Often in situations such as warranty work, a service organization needs to bill someone other than the customer site where the service work was performed. You can select a different customer and/or address to invoice for service work. You can also create credit memos for third parties. See Using Third-Party Billing. |
Time Zone | The term time zone can be used to describe several things, but mostly it refers to the local time of a region or a country. In Signature, you can store dates and times in Greenwich Mean Time (GMT) so that dates/times can be accurately converted and displayed in the time zone of the location, technician, and user. In addition, time zones can be adjusted for Daylight Savings Time (DST). See Working with Time Zones. |
TimeTrack | Signature TimeTrack streamlines labor, expense, and travel cost tracking within Signature Service Management, Job Cost, and Equipment Management. See TimeTrack . |
Transaction-Level Posting | If you use transaction-level posting (sometimes called “real-time” posting), you must post the transaction immediately. You can’t save a transaction without posting it. Transaction-level posting is useful for sales and other transactions that should be displayed on reports and in inquiry windows as soon as they’re entered. The posting date for transactions that you enter in General Ledger batches, and any other transactions that you post using transaction-level posting, will be the transaction date. |
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User Activity Information | The User Activity window shows which users are currently using the module, which company they're working in, and the date and time they started working in that company. It's important to monitor user activity if you've reached the maximum number of users allowed in the system or if you need exclusive access to the system before performing a file maintenance procedure. See Viewing Application and User Activity Information. |
User Profile | The User Profile window is used to assign a security level to a user ID. You can also set up the dispatch board and global filters. Time zones are also assigned in this window to the user ID. Mark the appropriate checkboxes to allow the user the ability to create, edit, and delete records. See Setting Up Security. |
User Types: Full and Limited | These are user licenses available for Microsoft Dynamics GP under the Perpetual Licensing Model:
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Warranty Transactions | You can create warranty transactions that allow you to track warranty replacement items by customer. The standard sales transaction can be modified automatically to use different posting accounts for warranty item reimbursements and replacements than are used for new sales. See Tracking Warranty Transactions Through SOP. |
Work in Progress (WIP) Reconciliation Tool | The WIP Reconciliation tool allows you to compare your Job Cost and Service Management WIP subledgers to the General Ledger. Sorting and filtering functionality enables you to easily identify the discrepancies that are causing an imbalance in your WIP accounts. See WIP Reconciliation Tool. |
Workorder Formats | A workorder is another word for a service call. Five workorder formats can be printed from the Service Manager window. For more information on printing the workorder, see Printing a Printing a Workorder . For screenshot examples, see Service Call Service Call Workorders .
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Zoom, Defined | Select a hyperlinked word in a window to open a related window. For example, on the Service Manager window, select the Customer ID field label to open (or zoom to) the Customer window. |