Use these steps to reallocate job entries from different jobs in one batch.
To batch reallocate job entries:
-
Under the Jobs menu group, go to
.
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In the Selection Criteria panel, use the available criteria to display the job entries you want to reallocate.
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Toggle on
Show Lines to display the results.
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In the confirmation dialog that displays, click
Ok.
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To select job entries for reallocation:
- Click the
Mark for Reallocation action to select all displayed job entries; OR
- Select the
Reallocate checkbox on each job entry line you want to reallocate.
Note: You cannot reallocate entries hat are approved for invoicing. An error message displays if one or more of the selected entries have this status.
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Click
Approve Reallocation.
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In the dialog box that displays:
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Enter information in the fields as needed.
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Click
Continue.
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Enter information in the fields as needed.
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Click
Approve Reallocation.
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In the warning message that displays, click
Ok to confirm or
Cancel to exit without reallocating the job entries.