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CCH Software User Documentation

Setup TB loading instructions

The screen to set up either the Master or Client TB loading instructions is straightforward. On clicking Setup Master (or Client) TB Loading Instructions the TB Loading Instructions screen is shown.

TB Loading Instructions screen

This screen shows a list of each set of TB Loading Instructions. Each is identified by a code and a description. Usually only one set of Client TB loading instructions is set up on a client, since you cannot use more than one set at a time on a client. Clicking New brings up the Add/edit TB Loading Instructions screen.

Add/edit TB Loading Instructions screen

This screen requests the code and description for the new set of instructions. These are only used to identify which set of TB loading instructions is required when selecting them. Use the New button to add each TB to the TB loading instructions. This brings up the Add/edit TB Loading Instruction Line screen.

 

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