Outsourced Types give you the ability to create and assign types of outsourced work. Each Outsourced Type can be assigned a different GL Account. When an item is outsourced, a type can be assigned. This allows for more accurate tracking based on the type of outsourced work being done.
For more information on GL Accounts, see GL Accounts - Set GL Accounts.
For more information on outsourced items, see Items - Outsourced.
Creating an Outsourced Type
Step Action
1. Select {Settings} and then select {Order Options} under Dockets.
2. Select {Outsourced Types} on the right-hand side of screen to auto scroll to Outsourced Types
section.
3. Select {New} under Outsourced Types. A New Outsourced Type modal window will open.
4. Enter new Outsourced Type Name.
5. Select {Save}.
Editing an Outsourced Type
Step Action
1. From Settings > Dockets > Order Options, scroll to Outsourced Types section.
2. Hover mouse over the name of Outsourced Type to be edited and select the pencil icon
that appears on the right-hand side of the name. A modal Edit Outsourced Type window
will open.
3. Make required changes.
4. Select {Save}.
Deleting an Outsourced Type
Step Action
1. From Settings > Dockets > Order Options, scroll to Outsourced Types section.
2. Select entries under Outsourced Type to be deleted by checking boxes on the left-hand
side. All entries can be deleted by checking box to left of {New}.
3. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
4. Select {OK}. A pop-up will indicate the selected outsourced types have been deleted.