What's New in Signature 2018 R4

The following new features have been added in Signature 2018 R4:

View the What's New Webinar

View the What's New in Signature 2018 R4 and MobileTech 7.5 Webinar recorded on November 12, 2019 at https://www.wennsoft.com/wsportal/. (Customer sign-in required to view.)

Service Management

• Added the ability to map Service Cost Category transactions to Job Cost Codes. The existing Transfer to Job feature has been updated so that users have the option to map transactions within a Service Cost Category individually to Job Cost Codes. Originally the Transfer to Job feature accessed from the Service Call window would allow users to map the Cost Category to only one Cost Code, which this functionality has not changed. The new Transaction Mapping window is accessed by clicking on the blue arrow icon that is next to each Cost Category in the Transfer Service Costs To Job window. You are required to map all the transactions within a specific cost category. With this feature update, we've removed the ability to add a job on-the-fly in the Job Transfer window. However, if you utilize this feature, you can turn this back on by adding EnableTransferToJobCreateJob=TRUE to the Dex.ini file. SMS-359, JC-45

• Added the ability to map Service cost transactions to a Job cost code in the Transfer to Job window. Users now can map Service Call cost transactions to a Job cost code utilizing a new Transaction Mapping window. Use of transaction level mapping is optional and can be used in conjunction with the existing cost code level mapping functionality. For additional detail, see Transferring costs and billing from a service call to a job in the Service Management user guide.

• Add-on-the-fly functionality has been conditionally removed from the Transfer to Job process. Based on customer feedback, add-on-the-fly functionality in the Transfer to Job window is now disabled. While this feature is disabled, SMS users will no long be able to add Jobs and/or Job Cost Codes via the Transfer to Jobs window. If you require this functionality, it can be re-enabled by adding the following line to the Dex.ini file found the Data folder of your Microsoft Dynamics installation.  EnableTransferToJobCreateJob=TRUE

• Updated the Workorder reports 1-5 to include Caller Name, Email Address, and Phone Number. SMS-308, SMS-309, SMS-310, SMS-311, SMS-312
• Contact Management has been enhanced for improved usability. Depending on your Contact Management settings (Module Setup > Service Options), you can now show and auto-create contacts on the Service Call window. Use the new Service Contact Management window to search for existing contacts. Use the New Contact button on this window to open the Contact Setup window. For additional details, see Using Contact Management in the Service Management user guide.
• We've cleaned up the Years displayed in the drop-down fields to only show the open years on the Recognized Revenue window (Service Management > Routines > Maintenance Contract > Recognize Revenue) and the Maintenance Tasking window (Service Management > Routines > Maintenance Contract > Create MCC Calls).  SMS-360, SMS-362
• Added the ability to save an appointment with conflicts on the double-booking message window. If you have created an appointment that has a conflict with another appointment, a message window pops up with the existing choices of Yes to open the Conflict Resolution window, No to return to the Appointment window to make changes to the appointment, and now has a Continue button that saves the double-booked appointment. (Users will only see this if they have Allow double-booking turned on.) SMS-263
• We've added primary keys to all WSDOC tables that previously did not have this. SMS-147
• Added the ability to escalate Annual contracts. Escalating an Annual contract only updates the Renewal Value. The remaining values (Escalated Billing and Costs) are updated during the maintenance contract renewal process. For more information, see Escalating Maintenance Contracts in the Service Management User Guide. SMS-393

Job Cost

• The Job Close window has been updated and enhanced. Users now can filter jobs for immediate closing or save into a schedule table for processing later. New SSRS reports include Available to Close, Not Available to Close, and Closed Jobs. The existing Job Preparation Closing report is still available. These new security tasks have been added to the Job Cost Power User Role for the new Close Jobs window: K2AADD_JOBCLOSE (Job Close) and K2AADD_JOBCLOSESET (Job Close Setup). JC-23 

  

  For Signature 2018 R4, you can still access the legacy Job Close window by adding a shortcut to the Microsoft Dynamics GP left navigation bar. This window will be deprecated in the next major release. IMPORTANT: We recommend that you

  To add the legacy Job Close window shortcut:

  1. Launch Microsoft Dynamics GP.
  2. On the shortcut sidebar, located at the lower left-hand corner of the window, right-click and select Add > Add Window.
  3. In the Add Window Shortcut window, from the list of available windows, select WennSoft Products > 3rd Party.
  4. Select Close Jobs. You can rename the shortcut by editing the Name field.
  5. Choose Add to create a shortcut to the window on the sidebar.
  6. Choose Done.

  
  

We've added the ability for users to choose how sales tax is applied at the Job level and at the Project level. There are currently five states (WA, NV, TX, OH & DE) that require that sales taxes on the Job Cost invoices be calculated based on the gross receipts (sales amount not reduced by retention).  JC-56, JC-63

• Job Level
  A Calculate Sales Tax on Billing Amount  checkbox has been added to the Job Maintenance window (Cards > Job Cost > Job), located under the Retention Percent field. If you change the Retention Percent to 0, the Calculate Sales Tax on Billing Amount checkbox is cleared and disabled.  The Calculate Sales Tax on Billing Amount checkbox displays on the Job Invoice Entry window as well, with the checkbox defaulting based on the Job from the Job Maintenance window. Users can mark/unmark the checkbox in the Job Invoice Entry window. Taxes are recalculated when the checkbox is marked/unmarked. This checkbox is disabled for these Billing Types: SOP, Project Bill Code, Project Trx Level, Project Allocated Revenue.  The Job level checkboxes used are WSReserved_CB4 in JC00102 and WSReserved_CB2 in JC10504. When posted, this will go to JC20501. JC-56
• Project Level
  A Calculate Sales Tax on Billing Amount  checkbox has been added to the Project Maintenance window (Cards > Job Cost > Project). The Calculate Sales Tax on Billing Amount checkbox displays on the Project Invoice Entry window as well, with the checkbox defaulting based on the Project from the Project Maintenance window. Users can mark/unmark the checkbox in the Project Invoice Entry window. Taxes are recalculated when the checkbox is marked/unmarked. The Project level checkboxes used are WSReserved_CB2 in JC01701 and WSReserved_CB2 in JC10511. When posted, this will go to JC20501. JC-63

When the Calculate Sales Tax on Billing Amount checkbox is:

• Marked: Sales tax calculation is based on the Billing Amount.
• Not marked: Sales tax is based on the Subtotal Amount (Billing minus Retention).

Examples:

The checkboxes used are WSReserved_CB4 in JC00102 and WSReserved_CB2 in JC10504. When posted, this will go to JC20501.

• Five new Job Cost SSRS reports have been added. 
  • Job Plan:  Allows you to view the job plan information including: Job number, description, divisions, scheduled start dates, scheduled completion dates, calculated % complete, as well as the following cost code information: estimated hours, actual hours, estimated remaining hours, scheduled appointment hours, unposted TimeTrack hours, remaining less scheduled hours. You can include a Gantt-style schedule that displays a row for each job and lists the scheduled hours for each day, starting on the Schedule Start date and extending for six weeks. This report is accessed from the SSRS Report Server. SCHED-311
  • Job Schedule by Cost Code: Allows you to view the job information including: Job number, customer, bill to customer, project manager, project number, division, contract type, job address ID, bill to address ID, job start date, job completion date, project management percentage complete, and job status. Also, the f ollowing job cost code information is included: the cost codes and descriptions, status, start and completion dates, estimated hours, actual hours, estimated remaining hours, scheduled appointment hours, unposted TimeTrack hours, remaining less scheduled hours. Each job's total hours are displayed beneath the job. The end-of-report footer includes hour totals for all jobs included in the report. This report is accessed from the SSRS Report Server. SCHED-618
  • Jobs Available to Close: Prints a listing of jobs available to close based on the Posting Date and any filter criteria. This report lists the create date, manager, contract amount, actual cost, markup percent, billed amount, cash received, and contract earned amounts for all jobs you can close. This report is printed from the new Job Close window.
  • Jobs Not Available to Close: Prints a listing of jobs available to close based on the Posting Date and any filter criteria. This report is printed from the new Job Close window.
  • Closed Jobs: Prints a listing of jobs that were closed based on the Posting Date and any filter criteria. This report is printed from the new Job Close window.

Signature Utilities

Any user with the sysAdmin role in SQL can now log into Signature Utilities. This field had previously been locked with only the user ID of "sa" allowed to log in. SMS-166