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Mapping an Activity to an Unbilled Account Number

  1. Go to Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options.

  2. In the TimeTrack Setup Options window, from the ribbon bar select Additional > TimeTrack Additional Setup.

  3. 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.

  4. Select Save for each mapped activity.

  5. Complete the activity/account mapping as needed for additional activities.

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  1. 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

Panel
panelIconIdatlassian-warning
panelIcon:warning:
bgColor#FFFAE6

IMPORTANT: Deleting a technician activitycompletely removes the activity from the system. 

  1. Select the activity from the table.

  2. 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.