After Upgrading

After upgrading Signature, complete the following procedures.

Step 1: Run the rebuild payroll keys master utility

If you are using TimeTrack, you must rebuild the Payroll Keys Master table. For instructions, see the topic "Rebuilding the payroll keys master table" in Signature Help. In the Rebuild Payroll Key Master window, mark all products.

Step 2: Set up DEFAULT payroll and offset accounts

After upgrading but before posting any transactions, you MUST enter an All - Default: REQUIRED account for each origin/account type combination in the account tree. This account is required, but it is only used if you do not have accounts assigned anywhere in the individual Division tree levels. 

When you upgraded, a conversion script moved some accounts from old windows to the new window. For more information on which accounts were moved and additional requirements related to account setup, refer to the step-by-step instructions in the core user manual.

The Payroll and Overhead Offset Accounts Setup window replaces the Job Cost Overhead Detail Accounts window (in Job Cost) and the Expense and Travel Offset Account Setup window (in TimeTrack). The Overhead Offset Credit Account and Payroll Offset Credit Account Setup fields have been removed from the Revenue and Exp Account Setup window, as these accounts are now set up on the new window. Offset accounts for plus button  transactions have been moved to this new window from the Invoice Accounts - Costs and Maintenance Accounts - Costs window.

Step 3: Update the DEX.INI file for document attachments

If you are using document attachments, you need to specify a directory in your DEX.INI file for document attachments to be temporarily stored, for example, WS_TempDir=C:\temp\

Map the attachments folder to the server

Add the following line to the DEX.INI file on each client workstation:

WS_DocRoot=H:\GP\docs\ (must end with backslash)

• where H is a shared mapped drive
• where GP is the name of the Microsoft Dynamics GP folder on the shared SQL server
• where docs is a folder in the Microsoft Dynamics GP folder

If you choose the Copy To Database option in the Document Maintenance window, you cannot have spaces in the path.

Step 4: Change Bill To address on customer invoices for third-party billing (Service Management users only)

The upgrade routine updates posted and unposted Service Management invoices and credit memos with the customer and location IDs from the service call.

If you have any third-party invoices to bill, you need to reset the Bill to Customer ID and Bill to Address IDs to match the third-party to be billed on these invoices after running the upgrade.

Refer to the Service Management user guide for more information.

Step 5: Enable SmartList security

1. Choose Microsoft Dynamics GP > Tools > SmartList Builder > Security > SQL Table Security.
2. Under Databases, mark the checkbox for your company database. The tables will appear in the right column of the window.
3. Choose Mark All.
4. Choose OK.

Step 6: Update reports with modifications and custom reports path

Beginning with Signature 2016, the SSRS reports are deployed to new Signature folder locations. For example, Signature Service, Signature Job Cost, etc. The existing reports in the WennSoft folders (WennSoft Service, WennSoft Job Cost, etc.) will not automatically be removed.

• If you have any modified reports, you may need to redo your changes if the core report has been updated with this release. By having both versions available, you will be able to compare your modified reports with the updated reports to determine if you need to modify the report(s) in the Signature location. You can manually remove the WennSoft folders when you are done.
• If you have custom reports, the path locations in the WSRepts table need to be updated to include a question mark (?) so that the path becomes: http://\{Report Server Location}?/{System Database}/{Company Database}/{Signature Folder}/{Report Name} For example, an updated path would look similar to: http://K2A0123/ReportServer?/DYNAMICS/TWO/Signature Service/Service Call Invoice To automatically reset all report locations to the correct default locations, as well as adding the ? to the pathname, run the WS_SetReplacementReportsForSRS procedure.

Step 7: Additional upgrade information

Installing an updated .RDL file

You can upload the .RDL file into the SRS folder in your browser or copy the file to the appropriate WS SQL Reports folder in your GP Client and redeploy using the WS SRS Deployment Wizard.

To upload a file or report:

1. Start Report Manager (SSRS Native Mode).
2. In Report Manager, navigate to the Contents page. Navigate to the folder to which you want to add an item.
3. Choose Upload File.
4. Choose Browse to select a file to upload. You can upload a report definition file, an image, a document, or any file that you want to make available on the report server.
5. Type a name for the new item. An item name can include spaces, but cannot include the reserved characters: ; ? : @ & = + , $ / * < > |.
6. If you want to replace an existing item with the new item, select Overwrite item if it exists.
7. Click OK.