Change Primary Document

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

1. Select 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. Select Process.
6. Select 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.