You need to complete this section only if you are not using the Service Management Invoice module. If you are using the Service Management Invoice module, skip this section.

Creating a price matrix

The Price Matrix field in the Location window is a required field. Price matrices are set up as part of the Invoice module. Since you will not be performing the Invoice module setup, you need to create a blank price matrix.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Pricing Matrix.
2. Enter "Preferred" in the Pricing Matrix Name field.
3. Enter "P" in the Pricing Code field.
4. Select Save.

Creating a labor rate group

The Labor Rate Group field in the Location window is a required field. Labor rate groups are set up as part of the Invoice module. Since you will not be doing the Invoice module setup, you need to create a blank labor rate group.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Labor Rates.
2. Enter "Preferred" in the Labor Rate Group Name field.
3. Use the lookup windows to select a Position and Pay Code.
4. Select Save.