Open Job Cards in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to open job cards 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 open a job card 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 open a job card for.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the job card that you want to open 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 with the job card that you want to open.
6. Highlight the conversation with the job card that you want to open and on the toolbar of the right pane, click Open job card .
   Note: This option is only available in the Price and Invoice conversation categories.