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If you're using the Microsoft Dynamics GP Payroll module, you can enter payroll transactions using the Payroll button to access the Payroll Transaction Entry window from Service Management's Service Invoice window. Because information is shared between the modules, these transactions can be modified through Microsoft Dynamics GP or Service Management.

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Entering a payroll transaction involves the following:

Step 1: Complete the Payroll Transaction Entry Window

1. Access the Payroll Transaction Entry window from one of the following paths:
   • From the Service Call History window: 
     • Select Cards > Service Management > Service Manager. Select a customer and select the History indicator. Double-click a call, select Invoice, and then select the Payroll button.
   • From the Service Call Status window:
     • Select Cards > Service Management > Service Manager. Select a customer and select the History indicator. Double-click a call. From the Service Call window, select Go To, and select Service Call Status. The Customer ID, Location Address ID, and Service Call ID fields are automatically populated from the service call and the service call information. Select the Payroll button.
     • From the main Inquiry navigation, select Service Management, and select Service Call Status. If you have the service call ID, you can enter that in the Service Call ID field and tab off to automatically populate the Customer ID and Location Address ID fields and the service call information. Select the Payroll button.
2. Complete the Payroll Transaction Entry window. See the Microsoft Dynamics GP Payroll Manual for information. To assign a transaction to a service call, you must select a transaction type of Pay Code and a pay code with a pay type of Hourly, Overtime, Double Time, Vacation, Sick, or Holiday.

Step 2: Select to Show Detail and Complete Additional Fields

1. From the View: Transactions drop-down list, select Show Detail to display additional fields. 
   Shift premiums cannot be applied to Service Management transactions. You can apply a shift ID to the transaction, but it cannot have a premium. You can enter transactions directly in the scrolling window without expanding the Payroll Transaction Entry window if you accessed this window by clicking the Payroll button in the Service Invoice or Service Status Inquiry window. The Product field will default to Service, the Service Call ID field will default to the current service call, and the cost code will default to 6 (the first user-defined labor category).

2. Select Service from the drop-down list in the Product field. When the window is opened from Service Management, Service is the default entry.
3. If Service is in the Product field, the Service Call ID and Cost Code fields appear in the window. You must complete these fields.
4. Zoom on the Product field. The payroll transaction is saved, and the Service Payroll Entry window opens. In this window, you can edit the Cost Code, assign an Equipment ID to the transaction, edit the Billing Amount, and enter an Item Description and Notes. The date on the labor transaction comes from the Date From field in the Payroll Transaction Entry window.
5. After making edits, select Save and close the Service Payroll Entry window. You can move to the next transaction by choosing the Next button in the Payroll Transaction Entry window. Once a transaction is assigned to a service call and saved, you cannot change the Product field or Service Call ID field. You must delete the transaction and re-enter the information.

Step 3: Post the Transaction

1. To post a labor cost transaction that has been saved in a batch, select Transactions > Payroll Build Checks > Select Batches.
2. Mark the batches to be posted in the Status column and select OK. Choosing the OK button posts the batch to the general ledger. The batch cannot be changed once it is posted. If your labor rate groups are set up to calculate overhead, a SERVICE OH general ledger batch will be created after building checks in Microsoft Dynamics GP. The general ledger batch must be posted.

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