Open Job Adjustments

Use Open Job Adjustments in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage open job adjustments.

To use Open Job Adjustments, you must have access to Finance & Administration as defined in User Access Rights under Settings.

Open Job Adjustments displays all jobs that have adjustments that have not been finalized or closed. You can use this information to determine why these job adjustments remain open. You can then decide whether the open items need further actions such as making changes to adjustment values, following up and verifying data with approvers, or approving the entries yourself.

Open Job Adjustments provides one main grid and one subgrid. The main grid provides columns for the specific jobs that have open adjustments such as the job name, last adjustment date, customer name, and adjustment type.

The main grid enables you to perform the following actions:

• Approve an open job adjustment record
• Reject an open job adjustment record

Open job adjustment entries can have the following statuses:

• 10: Entries that have been rejected
• 20: Entries for approval
• 40: Entries that have been approved

Note: Only entries that have the sStatus 20 (For Approval) can be approved or rejected.

The columns in the main grid provide information in columns such as Job, Adjustment Type, Approval Status, and Completion Rate.

The subgrid displays the details of the record that you select in the main grid. It provides two tabs:

• Details tab: Displays information such as Expenditures Type, Currency, Total Expenditures, Actual WIP Value, New Adjustment, and Completion Rate %.
  From the Details tab, you can approve an adjustment record by selecting the record that you want to approve and clicking Approve Adjustment in the bottom right section of the subgrid.

  Note: Only entries that have the status 20 (For Approval) can be approved.
• Approval tab: Displays information such as Employee, Role, Priority, Approval Date, Reject Date, and Reject Comment.

  From the Approval tab, you can choose to display Current or Historical approvals. You can also use the Search field to find specific approval information.

For information about the approval flow setup, see Job Adjustment Approval.

The subgrid also provides details about a specific job adjustment record such as the Adjustment Date or the Job End Date.

Note: The date of the adjustment defaults to the last date of the previous month, or the job end date if it is before the last date of the previous month.