Setup for Non-Invoice Module Users

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.