Open Job Settings of Monthly WIP Adjustments

Use Monthly WIP Adjustments Follow-Up in the Follow-Up submodule in the Tasks moduleto open the job settings of monthly WIP adjustments.

To use Monthly WIP Adjustments Follow-Up, you must have access to Tasks as defined in User Access Rights under Settings.

To open the job settings of a monthly WIP adjustment:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Monthly WIP Adjustments Follow-Up.
  3. Highlight the monthly WIP adjustment whose job settings you want to open, and on the grid toolbar, click Job Settings .
  4. In the right pane, click any of the following to display the corresponding type of settings or information:
    • Job Status: Displays job status information such as status, next steps, next step date, and so on.
    • Basic Job Settings: Displays basic job settings such as production status, start and end date, price list, and so on.
    • Job Team: Lists the members of the team who are working on the job of the monthly WIP adjustment.
    • Job Custom Codes: Lists the custom codes of the job of the monthly WIP adjustment.
    • Job Finance Settings: Displays job finance settings such as Allow Material Entry, Allow Mileage Entry, Allow Purchase Orders, and so on.
    • Job Invoice Settings: Displays job invoice settings such as personal expense entries, mileage entries, time entry travel time, and so on.
    • Job Inter-company Settings: Displays job Inter-Company settings such as Allow Cost Entry, method settlement, minimum IC settlement amount, and so on.
    • Job Dimension Settings: Displays job dimension settings such as agreed billing method, profit center, rounds of scheduled creative, and so on.
    • Reminder: Lists general reminders for the job of the monthly WIP adjustment.
    • Chat: Displayss chat conversations for the job of the monthly WIP adjustment.
    • Job Elements: Displays job element information such as schedule, price, invoice, and so on.
    • External References: Lists the external references of the job of the monthly WIP adjustment.
  5. Click Close .