Some of the additional new features include:

CRM and Service Calls:

• Service Calls automatically flagged as closed when Work Order is Manufactured or Accounting Closed
• CRM Follow-Up Task expanded to allow for up to 10 future follow-up dates and pop-up calendar functionality
• Added functionality so the user can select their default CRM Search option
• New CRM Notes Report to allow the viewing of CRM notes or email entered into CRM by a date range

Quoting/Estimating:

• New functionality allowing the conversion of a quote directly into a Sales Order from within Quote Entry screen
• Added ability to create a Quote Pipeline Report and Status of All Quotes Report by Division
• Quote Pipeline Report now can be run by a date range using Closing Date, Quoted Date, or Install Date

Sales Order:

• Overriding the Use Tax Code per line item in Sales Order Entry
• Added the ability to select multiple territories on the same Sales Territory Report

Invoicing:

• Added a Frequency option to the Recurring Invoices Maintenance template allowing for flagging the invoice as Weekly, Monthly, Quarterly or Annually
• Recurring Invoice Release now has selection criteria for newly created frequency option

Purchasing:

• Allow for vendor to be classified as multiple vendor types
• Added the ability to select multiple inventory types for Part Price Listing and Part Listing

Job Costing:

• Added options for adjusting both Labor and Burden for Work Order Adjust
• New export functionality for the WIP Summary Export allowing for either Open WIP items as of an Ending Date or Closed WIP items for a Date Range
• Cost Summary Report can now display Sign Type prior to the description of the Work Order
• Added a new labor costing option that provides for posting labor to work orders using the Work Code/Work Dept Standard labor rate instead of the Employee's actual rate based on a new Cost Parameter field 'Job Costing Labor Rate Basis
• Work Order Status-Labor Detail now displays any setup or adjustment labor
• Added new field 'Offsite Inventory'

Accounting:

• Added vendor print count to 1099 Forms report
• Unapplied Cash now has invoice date range option
• AR Aging Export now can show totals by customer and final total line
• Added an option to print AP invoices by either Entry Date or Due Date and added a Date Range instead of a single date in Daily Batch Balance
• Updated AP Clearing Report to include receiver items that have been invoiced subsequent to the cutoff date
• Changed selection description in Budgets from Fiscal Period to Budget year

More information about dataSIGN is available at http://www.datasignonline.com.