Versions Compared

Version Old Version 1 New Version 2
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can change a secondary document on a service call into the primary document using the Change Primary Document utility.

  1. Choose Microsoft Dynamics GP > Tools > Utilities > Service Management > Change Primary Doc.
  2. Enter a Customer ID.
  3. Enter a Service Call ID. The current primary document number and document type display.
  4. Enter the new Primary Document Number.
  5. Choose Process.
  6. Choose the expansion button attached to the Service Call field to open the Signature SOP Transactions window where you can change the cost code for the transaction.