WIP Takeups - How to Create using Batch Method

Overview:

You can process multiple WIP Takeups in one batch rather than using the WIP Takeup Wizard

Steps: 

1.     Navigate to to JOBS> Jobs 

2.     On the Search Jobs Landing page set filter(s) to isolate the jobs you want to take up and make inactive. Select the job by placing a check/tick in the box to the left of the Job Numbers.

3.     Select TAKE  UP button.

4.      Now select the take up type and date/accounting month etc. as usual and click

          NEXT.

5.     Take Ups will be created for the balance of all of the selected jobs

6.     Check the box MAKE JOB INACTIVE if you also want to close out/deactivate the 

        jobs.

7.     Once complete, you will need to approve the WIP Take Ups created.