Step by Step:
Use job flags to assign a "sub-status" to the job outside of the default Open-Active, Open-Bid, Closed-Completed statuses. The job flag displays in several places including the Job Search screen and is can be used as a filter on most Job Costing reports.
- Job Flags can be assigned via the Profile menu of each job.
Step 1: Go to Administration > Job Costing > General Setup > Job Flags.
Step 2: Click Add to create a new job flag.
Step 3: Description - Enter the job flag. For example, Ready for Review, or Waiting Customer Approval.
Step 4: Is Default - Check this box if by default this flag should be assigned to jobs when they are created.
Step 5: Click OK.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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