Key2Act Adds New Features to Service Management in Signature 2016 R2 for GP 2016 R2

 

If your company is using Key2Act's Signature Product for Service Management, you are going to love the new features added in Signature 2016 R2.  Some of these features will help accountants close the month more quickly – look at the Service Call Status Window.

Service Call Status window

• The Service Call Status window allows you to view unposted, committed and actual costs as well as anticipated billable information. The costs displayed are all costs for the service call, not for a specific invoice. Margin information is also displayed although tax information is not included. The Service Call Status window also provides zoom capability to the cost categories and cost types for the service call. Inquiry > Signature Service Management > Service Call Inquiry

Service Call Lookup by Customer window

• Added the ability to filter the service calls displayed by technician.

Expansion Go To button for service call inquiry windows

• In the Service Call Inquiry window, an expansion button has been added next to the Service Call field that opens the new Service Call Status window. An expansion button is also available in the Service Call Status window that opens the Service Call Inquiry window.

Assignment Status field added to the Technician Reassignment Utility window

• The ability to choose a status when reassigning a service call or appointment has been added in the Technician Reassignment Utility window. This field is enabled when the duty selected is Service Call/Appts. The default status is UNASSIGNED.

Added email capabilities for purchase orders

• Added the ability to email a purchase order to a vendor from the Signature Purchase Order window. See the Microsoft Dynamics GP documentation for information and requirements for sending purchase orders in email as well as how to set up the document options for vendors. You can set this up individually for each vendor or you can assign email settings to multiple vendors.

Word templates for Signature service invoices

• Pre-defined service invoice Word templates are available in the Microsoft Dynamics\GP2016\Signature location that you can set up to use with service invoices.

Attachments to Additional Work

• MobileTech technicians can attach a file to Additional Work and can synchronize them to the Mobile Additional Work Inquiry window in Service Management.

Add Service Customer window

• A quick add customer option has been added to the Service Manager Additional menu. This window can be used by limited and full users to quickly add a new service customer with the essential data needed to create a service call. We've also added a SmartList that displays the new service customers added so that the full user can add additional customer information from the Customer Maintenance window. Users can only add or edit the quick add service customer record.

Contact Dynamics MCT Consulting Ltd. to see the new features (Support@dynamicsmct.com)

Submitted by Judith Hirst CPA, CMA MCP

Jet Reports Update for Dynamics NAV and GP

                          

Jet Reports Canada sent out a notice this morning announcing that Jet Reports has released a new build.  All the details are below.

• Build: 16.1.17081.0
• Release Date: March 23, 2017
• A new build of Jet Professional 2017 R2 has been released to the Jet Reports download site. You can view the release details at
• https://jetsupport.jetreports.com/hc/en-us/articles/223125607
• This release also affects Jet Express for Excel.
• View the change log for Jet Express for Excel for NAV at http://expresssupport.jetreports.com/viewtopic.php?f=9&t=3164
• View the change log for Jet Express for Excel for GP at
• http://expresssupport.jetreports.com/viewtopic.php?f=9&t=3165
• Download the Latest Version

Are you wondering whether Jet Reports is right for you?  Contact us at Support@dynamicsmct.com to find out about the wonderful features. 



Submitted by Judith Hirst CPA, CMA MCP 

GP NEXT ARRIVES Q4 of 2017

Microsoft has started talking about GP NEXT, set to arrive in the late part of Q4.  The details of GP NEXT will be released  at www.gpugamplify.com in March.  Microsoft will stream the customer keynote the morning of March 21 for those who can't attend in person and will share the recording.

Here is what we know about the offering:

GP Next Pillars

A. Bringing Two Worlds Together:

   - Cloud Opportunities

B. Enhancing the Core Application and Platform:

   - Ease of Use has been a strategy for many years and it will continue. 

   - Adding deeper functionality from www.connect.microsoft.com

C. One Microsoft:

    - Other Microsoft Technologies.

 

Posted on March 7 2017 by Judith Hirst

How To Use Excel To Change Word From ALL CAP to Lowercase or PROPER

Most clients ask us how we  clean up columns, especially changing lowercase words to all capitals, and changing phone numbers so they don't have spaces and dashes. If you use Excel a lot, you will know these formulas or tricks.  This post is for those who do not have to do this very often, and need some help.

1. Using Excel to change Words from All CAP to All lowercase, or to PROPER

• you can use the UPPER, LOWER, or PROPER functions to automatically change the case of existing text to uppercase, lowercase, or proper case.
• First, insert a temporary column next to the column that contains the text you want to convert
• In the temporary column, for example,  cell B2, type =PROPER(A2)
• The other choices are  =UPPER(A2) or  =LOWER(A2)

Now, all of the names, countries, states, provinces, etc. can have standardized type.

2. Removing spaces and symbols in a phone number

• Often we get a list of telephone numbers that look like this

                              

• To get rid of the (, ), –, Ext. 0000, use the find and replace function
• To get rid of the space, use the find and replace, using the space bar
  1. Press Ctrl + Space to select all cells in a column.
  2. Press Ctrl + H to open the “Find & Replace” dialog box.
  3. Press Space bar in the Find What field and make sure the “Replace with” field is empty.

 

Posted on March 1 2017 by Judith Hirst