Add Custom Code References

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add a custom code reference to selected jobs.

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

To add a custom code reference to a job:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add a job custom code reference.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job that you want to add a custom code reference to and on the grid toolbar, click Job settings .
5. Click the Job Custom Codes tab and click Add custom code reference .
6. In the Add New Reference dialog box, use the drop-down list to select the applicable reference type and enter a code value on the corresponding field.
7. Click OK.