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Difference between revisions of "Controlling a job set using rules"
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Controlling a job set using rules (view source)
Revision as of 00:36, 6 September 2013
, 00:36, 6 September 2013no edit summary
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When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. | When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. | ||
To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in | To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in its hierarchy gets included. | ||
As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. | As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. | ||
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MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. | MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. | ||
To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in | To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in its hierarchy gets included. | ||
To select jobs using the contact approach, follow these instructions. | To select jobs using the contact approach, follow these instructions. | ||
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MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. | MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. | ||
To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in | To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in its hierarchy gets included. | ||
To select jobs using the manager approach, follow these instructions. | To select jobs using the manager approach, follow these instructions. | ||