Setting up Job Categories

Read the Job Categories overview here.

Find out how to:

add a Primary Job Category
add a Sub-Category

Step-by-step guide

Click the Settings button on the Ribbon.
On the Configuration screen, click on Job Categories to expand it and select the relevant category.
Adding a Primary Job Category
1. Select Primary Categories.
2. On the Primary Categories screen, click the + Add New button and enter the Category that will indicate the type of Job.
  
  Please Do Not make any changes to the blank Category, as this can cause issues when creating Job Bags. Always add a new line.
3. Select the user rights that will be allowed to change this category in the Can Change To and Can Change From fields.
  
  By default, the Same as Set Rights option is selected in the Can Change From field. In this case, a user updating a Job category will require the rights selected in the Can Change To field.
4. Optionally indicate the Income Type that this category will use when posting to the accounting system.
5. Optionally enter an alternate identification for the category, in the Alt Ref No field.
  
  This can be used to reference the Job Category in an accounting package.
6. Optionally select job bag fields that will be mandatory when this category is being used by clicking the Required Fields drop down.
7. Save changes made to the screen.
Adding a Sub-Category
1. To navigate to Sub-Categories, you can click the Sub-Category button against the relevant Primary Category.
  
  Or click on the Sub-Category item under the Job Categories group.
  
  The Sub-Categories screen appears. Notice that the Category field already shows the Primary Category that the Sub-Category will be created for. A different Primary Category can be selected from here.
2. Click the + (Add New) button and enter the name of the Sub-Category.
  
  The Sub-Category field allows you to break the main category down into Sub categories e.g. in the case of Print you might print Brochures, Flyers etc.
3. Optionally select a Billing Category.
  
  This categorises the use of billing documents and transactions in business processes and summarizes various billing document types.
4. Optionally enter an alternate identification for the category, in the Alt Ref No field.
5. The Active checkbox is by default selected. This will allow for the Sub-Category to be selected on the Job Bag.
6. Save changes made to the screen.
The Primary Category and Sub-Category will be available for use on the Job Bag. Once you select the Category on the Job, the Sub-Category field will only show sub-categories linked to the selected Category.

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