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Mapping an Activity to an Unbilled Account Number
Go to Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options.
In the TimeTrack Setup Options window, from the ribbon bar select Additional > TimeTrack Additional Setup.
On the Technician Activity Accounts tab, complete the following fields:
Activity: Select an existing technician activity or create a new activity by entering the name. When creating a new activity, when you tab off the field, you are prompted to add the activity.
Account: Select the appropriate account.
Select Save for each mapped activity.
Complete the activity/account mapping as needed for additional activities.
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To update an activity with a different account, repeat steps 1-5. If you need to remove a mapping, select the activity, do not select an account, and then select Submit.
Deleting a Technician Activity
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IMPORTANT: Deleting a technician activitycompletely removes the activity from the system. |
Select the activity from the table.
Select Delete.
Buttons on This Window
Save: Select to save the window.
Delete: Select to delete the technician activity from the system.
Refresh: Select to refresh the window.