Requiring and Assigning Job Categories
Requiring Job Categories
Turning this feature on will mark Jobs that do not have a Job Category assigned in red and prompt you to assign a Job Category when creating an Invoice.
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Click Setup >> User Options >> General.
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Click the Make Job Category required check box.
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Click Update.
Assigning Job Categories
Note: Many catalog parts include a default Job Category. When adding these parts, the Job will automatically assign the corresponding Job Category.
When Creating a Repair Order
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Add a Job to your Work Document.
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Click the name of the Job.
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Note: The job name will appear in red when Make Job Category required is turned on and and no Job Category has been assigned.
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Select a Category from the drop-down >> click Update.
When Creating an Invoice
IMPORTANT - Make Job Category required must be enabled in order for the Update Job Categories window to automatically appear when creating an Invoice.
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Create a Work Document.
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Click Invoice.
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Select a Job Category for each Job >> click Continue.
