WorkBook

Display Job Settings

Use the Monthly WIP Adjustments Follow-Up page to view the settings of selected jobs.

To use Monthly WIP Adjustments Follow-Up in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To display the settings of a selected job:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to display job settings.
  3. In the left pane of the Finance & Administration page, click Month-End > Monthly WIP Adjustments Follow-Up.
  4. Highlight the job whose settings you want to display, and on the grid toolbar, click Job Settings .
  5. In the right pane, click any of the following tabs to display the corresponding type of settings or information:
    • Job Status: This tab displays job status information such as status, next steps, next step date, and so on.
    • Basic Job Settings: This tab displays basic job settings such as production status, start and end date, price list, and so on.
    • Job Team: This tab lists the members of the team who are working on the selected job.
    • Job Custom Codes: This tab lists the custom codes of the selected job.
    • Job Finance Settings: This tab displays job finance settings such as allow material entry, allow mileage entry, allow purchase orders, and so on.
    • Job Invoicing Settings: This tab displays job invoice settings such as personal expense entries, mileage entries, time entry travel time, and so on.
    • Job Inter-Company Settings: This tab displays job Inter-Company settings such as allow cost entry, method settlement, minimum IC settlement amount, and so on.
    • Job Dimension Settings: This tab displays job dimension settings such as agreed billing method, profit center, rounds of scheduled creative, and so on.
    • Reminder: This tab lists general reminders for the selected job.
    • Chat: This tab displays chat conversations for the selected job.
    • Job Elements: This tab displays job element information such as schedule, price, invoice, and so on.
    • External References: This tab lists the external references of the selected job.
  6. Click .