Reallocate Job Entries by Batch
Use these steps to reallocate job entries from different jobs in one batch.
To batch reallocate job entries:
- Under the Jobs menu section, go to .
- In the Selection Criteria panel, use the available criteria to display the job entries you want to reallocate.
- Toggle on Show Lines to display the results.
- In the confirmation dialog that displays, click Ok.
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To select job entries for reallocation:
- Click the Mark for Reconciliation 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 that are approved for invoicing. An error message displays if one or more of the selected entries have this status.
- Click Approve Reallocation….
- In the wizard that displays, enter information in the fields as needed.
- Click Approve Reallocation.
- In the warning message that displays, click Ok to confirm or Cancel to exit without reallocating the job entries.
Parent Topic: Batch Job Reallocation Procedures