Use the Call Tracking Task Code Maintenance screen to identify the types of work required to resolve trackers.
When you define tasks, indicate whether they are billable or non-billable. If they are billable, set up a miscellaneous charge product whose unit cost equals the hourly rate. Then, associate the task code with the miscellaneous charge product in Task Code Maintenance.
For example, you create a task code for delivering plumbing supplies and name it plumb deliv. Then you create a miscellaneous charge product for the task code, plumbing deliv prod, and assign it a unit cost of $2.00. On the Task Code Maintenance screen, you enter plumbing deliv prod as the product description for the plumb deliv task code. Time tracked to this task code bills at $2.00 per hour. So, if a delivery takes four hours for a customer, that customer is charged $8.00 for the delivery.
Assign task codes for time logged to a tracker on the Tracker Stop Watch or Summary Hours screens.
To define a tracker task code:
From the System > System Files > Call Tracking Maintenance menu, select Call Tracking Task Code Maint to display the Call Tracking Task Code Maintenance screen.
Note: If prompted, log on to the character-based system.
Position your cursor on a blank line.
In the Task Code field, enter the task code name, using up to 10 characters.
In the Description field, enter a short description for the task code.
In the Bill field, enter Y or N to indicate whether this task code is billable.
If the task code is billable, in the Product Description field, enter the name of the miscellaneous charge product that you defined for this task code.
If needed, use the Product Maint hot key to display the Product Maintenance screen where you can define or search for miscellaneous charge products.
Press Esc to save the task codes and return to the main menu.
See Also:
Call Tracking Maintenance Overview