Assign Default Additional Transaction Types to Jobs and Offices - 10/04/2022 [RN]

What?

We added the ability to configure the Additional Transactions Type defaults while creating a job & managing office levels.

Why did we do that?

This gives you the ability to be able to define default additional transaction types on a job so you don't need to add/configure them on a per-placement basis manually.

  • This can be done on the Job and/or Office level.
Why does this matter to you, as a client/customer/user?
  • You can see or edit the defaults via the new "Additional Transactions" types widget in Job Details.
  • You can define Additional Transactions Type defaults in the New Job Order template (at the Company level).
Now What?

Click on the links below for KB articles with more information on this topic:

The setup described in this release note takes place when editing an Office or Job (or creating a new Office or Job).  See the examples below:

 

Create Job flyout - Additional Transactions widget

Create_Job_-_Additional_Transactions_widget.png

 

Custom Job Order Template - Additional Transactions widget

Custom_job_order_template_-_Additional_transactions.png

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share