WorkBook

Filter Jobs

Use the Monthly WIP Adjustments Follow-Up page to filter jobs with WIP adjustments.

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

To filter jobs:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to filter jobs.
  3. In the left pane of the Finance & Administration page, click Month-End > Monthly WIP Adjustments Follow-Up.
  4. On the grid toolbar, click WIP Adjustments Filter .
  5. In the WIP Adjustments Filter dialog box, select the filters that you want to use on the list of jobs.
    Note: When you select filters, they are applied automatically.
  6. Click Close .