Setting up Standard Text for Service Jobs

Use this procedure if you want to setup standard text that is often used by your staff when creating and maintaining jobs. For example:

It is then easy for staff to add those text lines to jobs and to include them on free form invoices.

1. Setup a product category for standard text items in MDS.

Refer to "File - Product Category - Category". The entry in the Product Category master file would look like this:

2. Setup a special inventory item in the Inventory master file for each of those text items.

Refer to "File - Inventory". For example:

3. When users create and maintain jobs in MJC, they simply add those items to the job. For example: