Display Job Settings

Use the Monthly WIP adjustments follow-up submodule to view the settings of 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 display the settings of a selected 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 for which you want to display job settings.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job whose settings you want to display and on the grid toolbar, click Job settings .
5. In the right pane, click any of the following tabs to display the corresponding type of settings or information:
   • Job Status: This tab contains job status information such as status, next steps, next step date, and so on.
   • Basic Job Settings: This tab contains basic job settings such as production status, start and end date, price list, and so on.
   • Job Team: This tab lists the members of the team working on the selected job.
   • Job Custom Codes: This tab lists the custom codes of the selected job.
   • Job Finance Settings: This tab contains job finance settings such as allow material entry, allow mileage entry, allow purchase orders, and so on.
   • Job Invoicing Settings: This tab contains job invoice settings such as personal expense entries, mileage entries, time entry travel time, and so on.
   • Job Inter-company Settings: This tab contains job inter-company settings such as allow cost entry, method settlement, minimum IC settlement amount, and so on.
   • Job Dimension Settings: This tab contains job dimension settings such as agreed billing method, profit center, rounds of scheduled creative, and so on.
   • Reminder: This tab lists general reminders for the selected job.
   • Chat: This tab contains chat conversations for the selected job.
   • Job Elements: This tab contains job element information such as schedule, price, invoice, and so on.
   • External References: This tab lists the external references of the selected job.
6. Click .