1. Verify the Use Payables Management checkbox is marked. To do this, follow these steps:
a. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to Project, and then click Service Setup.
b. In the Options section, mark Use Payables Management.
2. Make sure there is technician to vendor relationship. To do this, follow these steps:
a. On the Cards menu, point to Service Call Management, and then click Technician.
b. Enter the tech ID of the technician to be used on the service call.
c. In the Employee ID field, enter the employee ID who will be linked to the technician.
Note The Employee ID must be using an hourly pay code or a pay code based on an hourly pay code.
d. Click Save.
3. Make sure the service type is set up as a subcontractor type. To do this, follow these steps:
a. On the Cards menu, point to Service Call Management, and then click Service Type.
b. In the Service Type field, select the Service Type that will be used for subcontractor service calls.
c. Mark the Subcontractor checkbox.
d. In the Payables Batch ID field, enter the batch ID to be used for the vouchers created for this service type.
4. Mark the V box when you enter the service call.
a. Open the service call for the subcontractor.
b. Click Labor.
c. Add a labor line for the technician linked to the employee.
d. Click to select the V checkbox.