Add Custom Code References
Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add a custom code reference to selected jobs.
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 add a custom code reference to a job:
- On the main toolbar, click Finance & Administration .
- 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 to which you want to add a job custom code reference.
- In the left pane of the Finance & Administration screen, click .
- Highlight the job that you want to add a custom code reference to and on the grid toolbar, click Job settings .
- Click the Job Custom Codes tab and click Add custom code reference .
- In the Add New Reference dialog box, use the drop-down list to select the applicable reference type and enter a code value on the corresponding field.
- Click OK.
Parent Topic: Job Custom Codes Tab