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Signature 2019/2018 R4 (18.2)
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All Help Documentation
Main
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
System Requirements
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Web Server (IIS)
Signature Interaction Manager with Customer Connect
Customer Portal
Job Cost Portal
Schedule
MobileTech
Support Information
Readme
Signature Installation
Compatibility
Incompatibility
Installation Notes
New Features
What's New with the Job Close Window
Signature Fixes
Signature Help
Posting Flow Documents & Table Changes
What's New
What's New in Signature 2018 R3
What's New in Signature 2018
What's New in Signature 2018 R2
What's New in Signature 2018 R4
MobileTech Setup Information in Microsoft Dynamics GP
MobileTech Information Processing
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Process Additional Work Requests for a Technician
Process Field Invoices and Payments
Process Contact Management
Approving/Rejecting Timesheets
Service Management
Service Management Introduction
General Topics for Service Management
Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
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 Status
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Resolution Codes
Setting Up Resolution Snippets
Setting Up Manufacturers
Setting Up Installation Information
Setting Up Extended Warranty Types
Setting Up Equipment Types
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
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
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
Setting up Technicians for Double-Booking
Creating Service Calls with One Appointment
Creating Service Calls for One Piece of Equipment
Assigning Equipment to a Service Call via the Default Task
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
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
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 Invoice Processing
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
Creating a Contract Spending Plan
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
Third party contract invoice billing
Creating invoices for a closed period
Editing and adding individual billing notes
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Tracking Maintenance Contract Profitability
Editing the Revenue Schedule
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 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
General Topics for Job Cost
Symbols, Buttons, and Indicators for JC
Signature Home Pages for JC
Signature Action Lists 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
Creating a Job Record
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
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
Generating Invoices for Retention
Entering Transaction-Level Billing Information
Entering Scheduled Billing Information
Entering Standard Billing Information
Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
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
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)
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
Adding Subcontractors to a Job Record
Setting up the 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
Project Level Feature
Using the Project Status Window
Setting up Project-Level Billing
Creating Project Invoices
Printing Project Number Reports
Billing Fixed and Time and Material Projects
Time and Materials (T&M) Projects
Fixed 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
Maintaining Files
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
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
Setting up the Manager Approval Feature
Using the Manager Approval Feature
Document Attachments for TimeTrack
Using the Document Attachments Feature
Setting up the Document Attachments Feature
Reports
SSRS reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management Reports
Job Cost Reports
TimeTrack Reports
Equipment Management Reports
Shared Reports
Report Templates
Service Management SSRS Reports
Annualized Labor Loading
Contract Equipment PM Tasks
Dispatch List
Job Appointment Summary
Maintenance Contract Deferred Revenue
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote
Maintenance Contract Scheduled Materials
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Sales Tax - Material Purchases
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Gross Profit
Service Call Invoice
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status Statistics
Service Invoice Summary
Service Profitability
Service Revenue Recap
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports
Refrigerant Tracking report
Refrigerant Tracking List
Refrigerant Tracking Leak Analysis
Maintenance Contract Invoice
Job Cost SSRS Reports
Subcontractor Claims
Subcontractor Supplemental
Job Invoice
Job Lien Waiver
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Percentage of Completion
Job Profit and Loss
Job RPO Profit and Loss
Subcontract Agreement
Subcontractor Insurance Expiration
Subcontractor Transaction Detail
Union Report
Job Schedule by Cost Code
Job Plan
Jobs Available to Close
Jobs Not Available to Close
Closed Jobs
Application for Payment
WIP Reports in Job Cost
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Cost Transactions Not in GL
Job WIP Reconciliation
AR Retention Trial Balance
PM JC Aged Trial Balance
Job Profit and Loss Key Performance Indicator
TimeTrack SSRS reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS reports
Scheduled Maintenance Forecast
Equipment Attributes report
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Booking
Rental Invoice
Rental Utilization
Equipment Profit and Loss Key Performance Indicator
Inspection
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 Report Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
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
Job Summary
Current Year - Contracts Closed
Current Year - Contracts in Progress
Costs by Period
Profit and Loss by Period
Change Order Summary
Detail Codes List
Current Contract
Job Posted Cost
Payables Aged Trial Balance
Committed Costs
Backlog by Period
Backlog
Estimate Analysis
Job Analysis Report
Estimate Cost Variance
Projected Variance
Quantity Variance
Job Status Report
Job Schedule
Job Reference
Profit and Loss
WIP
Audit Cost Variance
Audit Cash Receipts
Audit Billing
Audit Costs
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Number Reports
Project Manager Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Lookup Reports
Invalid Labor Rate Groups
Contact ID Report
Equipment at Location
Printable Notes report
Customer Locations Report
Customer Report
Service Reports
Technician Reports
Customer Reports
WIP Dexterity Reports
Service Call Log
Guaranteed Service Call Report
Completed Calls Report
Profitability Report
Commission Report
Unbilled Costs Report
Unposted Costs Report
Open Service Calls with Costs Report
Service Calls by Salesperson Report
Service at Location Report
Assigned Appointments Report
Unassigned Appointments Report
Contract Escalation Build Report
Escalation Notification Report
Escalation Committed Report
Maintenance Reports
Overdue PM Report
Monthly Labor Plan Report
Labor Load Schedule Report
Technician Load Summary Report
Workorder Register Report
Gross Margin to Date Report
Contract Base Profile Report
Master Contract Reports
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
Setting up Signature Utilities
Launching 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 update MapPoint User
SQL Create Table Views
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
Integration Manager for SmartConnect
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
k2aMobileContactWork
k2aJobAppointmentNote
wsiSMSServiceCall
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiPMTransactionLine
wsiSMSContract
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSQuote
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiSMSAppointment
wsiSMSContractQuote
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuoteTask
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiCreateJobMasterCostCode
SMS_Build_Customer_Quicksearch
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCJobMaster
wsiMobilePurchaseOrderWork
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Signature 2018 R4
Reports
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Service Management SSRS Reports
