πŸ“ How can I set different accounts against a Workshop Job?

Ellie
Ellie
  • Updated

Question

How can I set different accounts against a Workshop Job?

Answer 

How can I set different accounts against a Workshop Job?

If you need to change the account against a Workshop Job, drill into the operation line to view more detail. 

There will be a field for the 'Account Number'

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Select the mceclip0.png icon. Search the account that is required. You can do a partial search or search the Account Code. 

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Select the Account Required. 

Select the 'Accept' button. 

This will move the operation to this account. You can then continue to move all operations if required or leave the operations split over different accounts. 

If you have operations over various accounts, to view these select the search icon on the main screen.

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This will then display any other Accounts associated to the job. Select the desired account to view the details. 

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