Open Material Entries

Use Open Material Entries under Finance & Administration to view and manage open material entries.

To use the Open Material Entries submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

The Open Material Entries submodule provides you with an overview of all open material entries within your WorkBook company.

The Open Material Entries screen displays information under columns such as Approval Status, Employee, Client, Total Sale, and Quantity, among others.

From the grid, you can perform the following actions:

• Approve material entries
  Note: Only entries that have the status 20 (For Approval) can be approved or rejected.
• Reject material entries
• Delete material entries
  Note: Only entries that have the status 10 (Under Preparation) can be deleted.

  There is no confirmation dialog box for this action. WorkBook deletes the material entry at once.

  For information about the material approval flow setup, see Material Approval.

To view and manage only the entries that require your approval, go to Tasks > Approval > Material Entry Approval.

As with most WorkBook submodules, you can always use the Search field to find specific material entries.