Pre-requisites- The users' role must have access to the Add app operation in the Process feature in Inventory - Product Definition - Setup through Roles in Ginesys Web - Admin - Security.
Step-by-step guideThe steps are as follows: - Go to Ginesys Web - Inventory - Product Definition - Setup - Process. The Process module opens.
- Click on the Add button. The Add Process window opens.
- There are two sections - General Information & Rate Information
General Information - Process filed is the mandatory field and you have to give the process name which you want to create.
- Alias is basically the alternate name of process name . It is an user input field, that is, you can type in any name you want.
- Process Group is an user input field and used for reference and reporting purpose.
- Invoice Applicable is a check box .If you want you can tick that.
Rate Information - Jobber can be selected from the drop down list.
- Class name will be populated as per the jobber name.
- User can give Rate and Order Limit by their choice.
- Limit Basis can be chosen from two options -Quantity and Service Amount.
4. Once done, click on the Save button. 5. Record saved successfully. - message will be displayed on the screen.
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