Update Financial Job Info

Explanation

Use this activity to update the status of projects whose project origin is Job.

Prerequisites

There are no prerequisites.

System Effects

All open or incomplete projects that have Job as the project origin and are finally invoiced are updated with the current status of the transactions related to the project or job. Projects in which all transactions are transferred to the general ledger are automatically closed or completed if the Close at Final Invoicing check box is checked. You can also view the transaction status for other projects.

Window

Update Financial Job Info

Related Window Descriptions

Update Financial Job Info

Procedure

Use the following procedure to update financial job information online:

1. Open the Update Financial Job Info window.
2. Click OK.

Use the following procedure to update financial job information using batch scheduling:

1. Open the Update Financial Job Info window.
2. Click Schedule to open up the Create New Task Schedule where you can set up batch scheduling information.