Does anyone know why the Cost Code is not defaulting when I assign Staff Members in Appointments, even though I'm using the Default Cost Code on the Default Project Task?
This is preventing us from using the Calendar Board to have our scheduler assign technicians to unassigned appointment while scheduling. We receive the following error…
“Error: 'Cost Code' cannot be empty. Please specify the default cost code for the related service order type.”
Best answer by andrestamour43
Hi
On service order types (FS202300), there is a default cost code that can be populated which drives the default cost code of new lines added to an appointment.
Check to see if this is populated for your service order type.
Hi
On service order types (FS202300), there is a default cost code that can be populated which drives the default cost code of new lines added to an appointment.
Check to see if this is populated for your service order type.
Looks like we did not have the service type default cost code populated. That helps as a fail safe. However, if our projects use unique cost codes it would be beneficial for the default to pull from project or really the service contract its associated with.
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