Open Material Entries

Use Open Material Entries in the Administrative Follow-Up submodule in the Finance & Administration module o view and manage open material entries.

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

Open Material Entries provides you with an overview of all open material entries within your WorkBook Company.

Open Material Entries displays information in columns such as Approval Status, Employee, Client, Total Sale, and Quantity.

From the grid, you can perform the following actions:

• Approve material entries
  Note: Only entries that have the status 20 (For Approval) can be approved or rejected.
• Reject material entries
• Delete material entries
  Note: Only entries that have the status 10 (Under Preparation) can be deleted.

  There is no confirmation dialog box for this action. WorkBook deletes the material entry immediately.

  For information about the material approval flow setup, see Material Approval.

To view and manage only the entries that require your approval, navigate to Tasks > Approval > Material Entry Approval.

You can use the Search field to find specific material entries.