Job descriptions give INVOICES the processing instructions for each module. Occasionally it may be necessary to duplicate these processing instructions from one document profile to another.
To duplicate a job description, do the following:
- Open the Manager module, and then click the Job descriptions object bar.
- Right-click the applicable job description, and then click Save As.
- Type a new meaningful job name, and then click OK.
- Double-click the new job description.
- Click the Document Profile list, select the applicable document profile, and then click Save.
- Close, and then reopen the Manager module.
The new job description will now appear in the applicable document profile.
Keywords: copy, save as, duplication