WorkBook

Open Job Settings of Monthly WIP Adjustments

Use the Monthly WIP Adjustments Follow-up submodule to open the job settings of monthly WIP adjustments.

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

To open the job settings of a monthly WIP adjustment:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Monthly WIP Adjustments Follow-up.
  3. Highlight the monthly WIP adjustment whose job settings you want to open and on the grid toolbar, click Job settings .
  4. In the right pane, click any of the following to display the corresponding type of settings or information:
    • Job Status: This contains job status information such as status, next steps, next step date, and so on.
    • Basic Job Settings: This contains basic job settings such as production status, start and end date, price list, and so on.
    • Job Team: This lists the members of the team working on the job of the monthly WIP adjustment.
    • Job Custom Codes: This lists the custom codes of the job of the monthly WIP adjustment.
    • Job Finance Settings: This contains job finance settings such as allow material entry, allow mileage entry, allow purchase orders, and so on.
    • Job Invoice Settings: This contains job invoice settings such as personal expense entries, mileage entries, time entry travel time, and so on.
    • Job Inter-company Settings: This contains job inter-company settings such as allow cost entry, method settlement, minimum IC settlement amount, and so on.
    • Job Dimension Settings: This contains job dimension settings such as agreed billing method, profit center, rounds of scheduled creative, and so on.
    • Reminder: This lists general reminders for the job of the monthly WIP adjustment.
    • Chat: This contains chat conversations for the job of the monthly WIP adjustment.
    • Job Elements: This contains job element information such as schedule, price, invoice, and so on.
    • External References: This lists the external references of the job of the monthly WIP adjustment.
  5. Click Close .