Clean Up Resources in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to clean up resources in job conversations.

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 clean up resources in a job conversation:

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 containing the job conversation that you want to clean up resources of.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job with a conversation that you want to clean up resources of and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to clean up resources of.
6. Highlight the conversation that you want to clean up resources of.
7. In the right pane, click Show the conversation options and select Clean up resources.
   Note: This option is only available in the Job and Task conversation categories.
8. In the confirmation dialog box, click Yes.