Enabling Task Based Expense Entry

Provides the ability to allocate costs to a task within a service call to enable better tracking of your costs. This functionality is for maintenance and standard service calls. 

To implement task based expense entry, you must enable task based expense entry in the Service Options setup window. If task based expense entry is not enabled, the task code field will not be visible on the various entry windows.

If Use SOP Invoicing is marked, Enable Task Based Expense Entry is disabled.

To enable task based expense entry:

1. Go to Service Options. (Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options)
2. Mark Enable Task Based Expense Entry.
3. Mark Use Task Based Expense Allocation. See Setting up task based expense accounting for more information.
4. Select OK.