This new screen allows the user to take up the profit and view the Job Financials for each Import and Export Job.
NOTE: This screen has the same conditions as the WIP + Profit Import & Export Reports.
The Objective of this screen:
- Identify specific Jobs;
- Paid Out, Not Billed
- Paid Out > Billed
- Take Up Profits using this one screen, therefore the WIP Reports are no longer required
The key features of this screen are listed below:
- You can take up the Profit using the ‘Job Only Auto Profit’ Button or double clicking on the Job. This will direct you to the Job Only Auto Profit screen and it will automatically put you in ADD Mode along with the Account Codes that need to be balanced against the Job.
- Please see below screenshot for your reference.
When you save the record and close the window, the following message will be shown:
YES – The Job Number mentioned in the message is posted and the user is directed back to the WIP + Profit Screen.
If the full amount was posted then the Job will be removed automatically from this screen. (If sorted by WIP Only)
NO – The record is saved in the Job Only Auto Profit screen and you are then directed back to the WIP + Profit Screen. The Job is still shown in this screen.
- When you select a Job, the Account Details can be viewed in the Job Financial Group. You can access the same information by highlighting a Job and selecting the ‘Job Financial’ Button
- The ‘Output to CSV’ button provides the user the option to Export the data shown on the screen to Excel in CSV format
NOTE: The initial load of data may take some time depending on the search criteria.
There is no time delay when navigating to the Job Only Auto Profit & Job Financial Screen from the WIP Enquiry Screen.
Please see below screenshot for your reference.
