Billable Jobs with Open Price Quotes
Use Billable Jobs with Open Price Quotes under Finance & Administration to view and manage billable jobs with open price quotes.
To use the Billable Jobs with Open Price Quotes submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
The Billable Jobs with Open Price Quotes screen displays a company's billable jobs whose approval status is either Under Preparation or For Approval. Use this information to determine whether further actions are needed such as assigning an approver or following up with the persons responsible.
The Billable Jobs with Open Price Quotes submodule has one main grid, which displays billable job information under columns such as Client, Company, and Currency, among others.
- Double clicking a Client cell opens the Client card.
- Double clicking a Company cell opens the Company card.
- Double clicking an Approval Status cell opens the Billing Plan tab of the Price Quote card.
- Double clicking a Responsible cell opens the Employee card.
The information in the Billable Jobs with Open Price Quotes screen can be filtered by company and resource responsible.
To manage only the records that require your action, go to .
As with most WorkBook submodules, you can always use the Search field to find specific job records.