Non Convertable by task
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07-05-2022 11:16 AM
Is there any way to make a job non convertable by task code instead of job type or $?
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Editing Jobs-Office
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07-05-2022 05:05 PM
You can edit the job and click the box for "no charge/non-opportunity". doesn't matter what job type you use.
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07-06-2022 11:15 AM
Thank you. We are looking for an easier solution. We have a few itmes in the price book we do not want the technincians paid for. Unfortrunaly those itsm come up on nearly every job as a diagnostic. We just don;t want those few task codes shown under revenue. At the moment, I have to go through every job and back te item out manually
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