A new feature has been added to Microsoft Dynamics GP2010 for Service Call Management. This feature will allow you to reimburse a subcontractor for services they have provided on a service call. You may create a Payables Management voucher for a subcontractor for labor, expenses, and additional charges.
Setup:
To use this feature, you must complete the following set ups.
- On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to Project, and then click Service Setup. Mark the "Use Payables Management" option in the Options section.
- On the Cards emnu, point to Service Call Management, and then click Technician and create a technician to vendor relationship by selecting the Vendor ID of the subcontractor.
- On the Cards menu, point to Service Call Management and then click Service Type. Mark the Subcontractor field and enter a Payables Batch ID in the Service Type window. The Payables Batch ID will be required for a Service Type with a Subcontractor.
Transactions:
When you enter a service call using a service type that has the Subcontractor checkbox marked, there will be Subcontractor indicator displayed on the service call.
When you enter labor, additional charges, or expenses lines, the Create Voucher checkbox will be available. You must mark this checkbox if you want the line to be paid to the subcontractor. If the line is not to be paid to a subcontractor, do not mark the checkbox. Parts lines will not have a Create Voucher checkbox.
You will need to select the Tech ID on each line where the checkbox is marked, or you will receive a warning when the service call is set to a completed status. The warning message is as follows:
"One or more lines are missing the subcontractor vendor assignment. Enter a valid Vendor ID in Technician Maintenance, or un-check Create Voucher."
When the Create Voucher checkbox is marked, a voucher will be created in Payables Management for the amount of the lines marked. If more than one technician is on a call, one or more vouchers may be created for the service call.
During the Service Call Billing process, an audit trail report, "Service Billing Payables Vouchers for Subcontractors", will print showing all Payables vouchers that were created.
After the voucher is created, the service call line reference the payables voucher and allow drill back capability.
