WorkBook

Filter Jobs

Use the Monthly WIP adjustments follow-up submodule to filter jobs with WIP adjustments.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To filter jobs:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to filter jobs.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. On the grid toolbar, click WIP adjustments filter .
  5. In the WIP adjustments filter dialog box, select the filters that you want to use on the list of jobs.
    Note: When selected, the filters are applied automatically.
  6. Click Close .