Non Convertable by task

BBass
New Contributor

Is there any way to make a job non convertable by task code instead of job type or $? 

2 REPLIES 2

kerrie_t
New Contributor II

You can edit the job and click the box for "no charge/non-opportunity".  doesn't matter what job type you use. 

BBass
New Contributor

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