The article outlines the steps to add ‘Process Steps’ also referred to as a ‘Taskline’ to a Job/Cost Sheet from within ‘Product Costing’.
FOLLOW STEPS BELOW:
1. From within ‘Product Costing’, search for the relevant Job/Style
2. Click on ‘Details’
3. Click on ‘Job Steps’
4. Right Click within the white space and Select ‘Reset Workflow Steps’
5. Within the ‘Reset Process Steps Window’, tick ‘Global’
6. If required tick ‘Backward Planning’ and choose a date e.g. ‘Delivery Date’ to plan backward from
7. Dropdown within the ‘Process’ field and select the relevant ‘Process’
8. Click ‘Ok’ to add the Process to the Job/Style
NB. For a quick tutorial watch below
