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Setup checklists provide a way to make setting up your applications easier and more efficient. Setup tasks are arranged in the order in which they should be performed. Instead of traversing through the menus, you can perform setup tasks in one easy location. In addition, you can track the status of each setup task by marking it as In Progress, Complete, or Not Used. Whenever you make changes to a setup window, the system will prompt you to update that status.
Access to Signature setup windows is based on your access to Signature menu items, as defined in your Job Cost, Service Management, and Equipment Management user profiles. Note:
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Some setup tasks that require "sa" security privileges cannot be performed using the Setup Checklist window; instead, users must perform these tasks using the menu paths. |
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Overhead Groups and Detail Codes Setup Setting up overhead groups and overhead detail codes |
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included as part of the Setup Checklist. For these setup tasks, use the following menu paths: - For Service Management, mark the Use Overhead Amounts from Job Cost check box in the Service Options window, then
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- choose Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Groups (for overhead groups)
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- and Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Detail Codes (for overhead detail codes).
- For Job Cost,
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- choose Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Groups (for overhead groups)
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- and Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Detail Codes (for overhead detail codes).
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See also:
Accessing the Setup Checklist window
Getting help with setup tasks
Completing a setup task
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Accessing the Setup Checklist window
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