What's New in Signature 2018 R3
The following features are new in Signature 2018 R3:
Service Batch Invoicing
The new Service Batch Invoicing window allows Service Management users to create and print service invoices for completed service calls without going into the Service Call window. The Service Batch Invoicing window is our new invoicing wizard. The first window in the wizard allows the user to select the service calls to be invoiced, then the second window of the wizard provides the means for the user to filter out transactions to omit from the invoicing process. The user can elect to exclude transactions by cost category and/or drill into the transactions of any service call to further tailor the transactions to be invoiced. After finalizing the transactions to be invoiced, the user will generate an edit list then create invoices in a batch. The user can print the invoices or return to page 1 of the wizard to resume invoicing additional service calls.
When invoicing multiple service calls for a single Bill to Customer and Address, the user will have an additional ability to create a Service Invoice Summary, a new billing statement which provides the summarization of all invoiced service calls and their respective billing amounts. In order to maintain the integrity of divisional accounting and taxation at the service call level, even when combined onto a Service Invoice Summary, the service invoices are not combined into one service invoice. The Service Invoice Summary, which is a uniquely numbered document, can later be used to assist with locating and applying payment to the appropriate service invoices.
You can print the invoices when prompted after creating the invoices or you can access the Print Service Invoice window from Microsoft Dynamics GP > Tools >Routines > Service Management > Service.
Deprecation Note
Process Service Invoicing is being deprecated across two Signature releases: 2018 R3 and 2018 R4. We will make no changes to the base feature for this reason. Any critical defects identified in this feature will have to be handled as hot fixes, as needed. Our new Service Batch Invoicing process is replacing Process Service Invoicing.For more information, see Service Batch Invoicing.
Mobile Contacts
MobileTech 7.0 introduces the opportunity to synchronize the contacts that technicians add or update in the MobileTech Client with Signature 2018 R3 (and higher) and if you have the Contact Management module. The new Mobile Contacts window (Inquiry > Service Management) lets Service Management users review and process the customer's contact information provided by MobileTech users. For detailed steps, see Process contact management Service Management user guide (or Signature Help).
Job Appointment Note
Job appointment notes can be created for any open job. A job appointment note can be viewed, and/or edited from within Signature, MobileTech and Schedule. During the job appointment completion process in MobileTech, a technician will be able to create a job appointment resolution note. This note will be created with Resolution as the note subject. The job appointment resolution note is included on the updated Job Completion Appointment Summary report which, when generated, can now be signed by the customer and technician before emailed from MobileTech.
The appointment can have only one resolution note per appointment and technician. If the appointment is reassigned to a different technician, the note will be moved to the new appointment.
For more information, see Scheduling Job Appointments.
Updated SSRS reports
The following reports have been updated to include new or updated features in MobileTech 7.0. You will need to run the SSRS Deployment Wizard to add/update these reports. See the Signature Installation and Upgrade document for more information.
Signature Service Reports
- Service Invoice Summary.rdl – New report for the Service Batch Invoicing feature.
- Appointment Summary.rdl – Updated the customer and technician signature display.
- Call Summary.rdl – Updated the customer and technician signature display.
- Field Invoice.rdl – Updated the customer and technician signature display.
- Job Appointment Summary.rdl
- Added the customer and technician signatures.
- Added the new Job Resolution Note. (Signature 2018 R3 and higher)
TimeTrack Reports
Time Sheet.rdl – Updated the technician signature.