Purchases Tab
The Purchases tab under the Costs submodule allows you to display purchase entry records based on information views, change activity types and tasks of purchase entries, upload job voucher files, and move vouchers between jobs.
- Related Topics:
- Move a Voucher Between Jobs
Depending on your role in WorkBook, you can move vouchers between jobs. This is useful in cases where a cost went to the wrong job. You can only move vouchers with a status of 60 - Booked and you cannot move a voucher if it is linked to a purchase order on the selected job. - Change Activity Types of Purchase Entries in Jobs
Use the Costs submodule to change activity types of purchase entries in selected jobs. - Change Tasks of Purchase Entries in Jobs
Use the Costs submodule to change activity types of purchase entries in selected jobs. - Display Purchase Entry Records Based on Information Views
Use the Costs submodule to display purchase entry records based on information views. - Search for Purchase Entry Records
Use the Costs submodule to search for purchase entry records in selected jobs. - Display Settled Purchase Orders
Use the Costs submodule to display settled purchase orders in selected jobs. - Upload Job Voucher Files of Purchase Entries in Jobs
Use the Costs submodule to upload job voucher files of purchase entries in selected jobs.
Parent Topic: Procedures