Click Setup >> User Options >> General.
Click the Make Job Category required check box.
Note: Many catalog parts include a default Job Category. When adding these parts, the Job will automatically assign the corresponding Job Category.
Add a Job to your Work Document.
Click the name of the Job.
Note: The job name will appear in red when Make Job Category required is turned on and and no Job Category has been assigned.
Select a Category from the drop-down >> click Update.
IMPORTANT – Make Job Category required must be enabled in order for the Update Job Categories window to automatically appear when creating an Invoice.
Create a Work Document.
Select a Job Category for each Job >> click Continue.
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