Signature Action Lists
Lists provide quick access to records and information, helping to reduce the amount of time that it takes to complete some of your daily tasks within Signature. You can use lists to perform actions on multiple records at once.
Accessing Signature lists
Lists are displayed in the content pane of the Microsoft Dynamics GP application window. In the navigation pane, you will find a button for each Microsoft Dynamics GP series and each Signature module.
Use the following navigation pane buttons to access Signature lists:
- Signature Service
- Signature Job Cost
- Signature Equipment
The content pane will display the area page for the product you have chosen. On the area page, you will find quick links to all the product's operations, which you can also access from the menu toolbar.
The navigation pane will display a list of all the lists that are available for the selected product. The following lists are available for each Microsoft Dynamics GP series and Signature module:
| Series/Module | Lists |
|---|---|
Financial | Accounts, Account Transactions, Checkbooks, General Ledger Batches, Report list, and Assets |
Sales | Customers, Prospects, Salespeople, All Sales Transactions, Receivables Transactions, Sales Order Transactions, Invoicing Transactions, Receivables Batches, and Report list |
Purchasing | Vendors, All Purchasing Transactions, Payables Transactions, Purchase Order Transactions, Payables Batches, and Report list |
Administration | All Reports list, My Reports list, System Report list, Company Report list, Custom Report list, and SmartList Favorites |
Inventory | Items, Bill of Materials, Item Transactions, Report list, and In-Transit Transfers |
HR & Payroll | Employees, Applicants, Attendance Transactions, and Report list |
Manufacturing | Bills of Materials, Picking Documents, Job Costing, Routings, and Manufacturing Orders |
Project | Projects, Timesheet Transactions, Billing Transactions, PA purchase order transactions, and Report list |
Field Service | Service Call Transactions, Contract Transactions, RMA Transactions, RTV Transactions, Depot Transactions, In-Transit Transfers, Equipment, and Report list |
Signature Service | Service Locations |
Signature Job Cost | Jobs |
Signature Equipment | Equipment, Report list |
Performing an action on a list item
Each list displays an action pane that contains action buttons. With these buttons, you can add new records to the list or perform actions on the records that you choose in the list. You can also open windows that allow you to view record details.
Service Management
- Open the Service Management area page by choosing the Signature Service navigation pane button.
- From the navigation pane, choose Service Locations to display the Service Locations list in the content pane.
- From here, a record displays for each location. You can sort the list of records by any column that displays, including Customer ID, Branch, and zip code. Right-click the column toolbar to show, hide, or re-order the columns that you want to display. You can also apply filters to the list to customize the records that display.
- By choosing records from the list and using the action buttons, you can:
- Look up service calls in history
- Modify existing maintenance contracts
- Create new service calls, contract quotes, and maintenance contracts
Job Cost
- Open the Job Cost area page by choosing the Signature Job Cost navigation pane button.
- From the navigation pane, choose Jobs to display the Jobs list in the content pane.
- A list of job records displays. By choosing job records from the list and using the action buttons, you can:
- Edit jobs
- Create new jobs
- Close jobs