If you run the Refresh Billing Extensions process and see that a particular labor category has billing extensions with a value of zero, the labor category may be missing.
The category may have been deleted from the Labor Category list in
. Or, it could have been deleted from a labor categories billing rate table in
.
To add a missing billing labor category:
-
In the Navigation pane, select
.
-
On the Lists form, hover over the
Labor Category in the
Field list, and click
beside
Labor Category.
-
On the Labor Category Settings dialog box, select one of two actions:
- If the labor category is missing, click
+ Add Entry below the grid to add it and then click
Save.
- If you find the labor category that you are looking for, click
Main Menu to return to the Navigation pane and then select
.
-
On the Billing Labor Category Table form, open the labor category table in which the missing labor category is expected to be included.
-
If the labor category is not listed in the
Categories grid, click
+ New Labor Category below the grid to add it.
-
In the
Category field, select an existing labor category from the drop-down list.
If the missing labor category was created only for this labor category billing table, you can insert a new category directly in the table to be used only for this table.
When you move off the grid, the labor category is saved.
-
Re-run the Refresh Billing Extensions process in
.
You cannot run the Refresh Billing Extensions process to associate a new labor category with labor that has already been posted. You must complete a timesheet adjustment to associate labor with a new labor category.