Lookup Section
This section includes the fields and descriptions for the Lookup section workspaces.
Related Topics:
- Show Job Pre-Invoice Events Workspace
Use this window to find and review the history of a pre-invoice for a job. You cannot reprint invoices in this window. - Job Card Workspace
Use this workspace to review entries that you created for a job in the Job Cost module - Financial Job Card Workspace
Use this workspace to review detailed financial information about job entries that were entered, invoiced, or revenue-recognized for a specific job in a specific period. - Pending Job Actions Workspace
Use this workspace to review pending job actions that might prevent you from processing your invoices or closing your jobs. - Job Overview Workspace
Use this workspace to get a general overview of a job, including budgeted cost and billing price, hours entered, total amount of committed purchase orders, total amount invoiced, pre-invoice totals, customer balance due, and revenue recognized. - Show Job Invoice Workspace
Use this workspace to find and review a past invoice for a job and, if necessary, reprint it. Additionally, you can cancel pre-invoices here. - Show Job Credit Memo Workspace
Use this workspace to find and review a past credit memo for a job and, if necessary, reprint it. - Display Reconciliation of Job Invoice on Account Workspace
Use this workspace to review how job invoices and job credit memos on account have been reconciled. - Show Job Transfers Workspace
Use this workspace to review all job transfers. - Job Search Workspace
Use this workspace to see an overview of a group of jobs. - Job Entry Overview Workspace
Use this workspace to review job entries and their associated invoice lines. - Job Entry Analysis Workspace
Use this workspace to analyze job entry origin and posting details, as well as reallocation and more. - Job Invoice Overview Workspace
Use this workspace to review an invoice and its associated job entries, as well as review pre-invoices. - Show Job Invoice Reconciliations Workspace
Use this workspace to review invoices and the invoices/credit notes reconciling the invoice. - Draft Invoice Selection Summary Workspace
Use this workspace to review approved draft invoices that are not yet printed and posted. - Show Invoice Foundation Workspace
Use this workspace to review the write-ups and write-downs made to invoiceable job entries. - Show Job Reallocation Workspace
Use this workspace to review all of the reallocations that have been made to a specific job entry, the user who created the reallocation, and the user who approved the reallocation. - Job Purchase Processes Workspace
Use this workspace to review the requests for quotes, requisitions, and purchase orders that are associated with a job. - Show Job Revenue Journals Workspace
Use this workspace to review the revenue recognition for all journals that are posted or are being posted (which is a temporary status while posting is in progress), together with their journal lines. - Show Job Invoice Allocation Reconciliations Workspace
Use this workspace to review the on account invoice reconciliations related to a specific job invoice allocation. - Show Job Invoice Allocation Entries Workspace
Use this workspace to review registrations (job entries) involved in job invoice allocation.
Parent Topic: Job Cost Overview