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