Transfer WIP to another client
Managers Partners Billers
WIP can be transferred from one client to another when it has been mis-posted.
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WIP Transfers can be managed from the Client Task Pad.
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The basic settings for the transfer are:
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Single Job : It is possible to transfer WIP against a single job. If jobs are used and the system detects multiple jobs set up against the client selected, this option is available. When ticked, the Select Job box is activated so that the relevant job can be selected.
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Select Job : This is used in conjunction with the Single Job Bill option.
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Status: The status of the selected client
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Click Next to move to the next stage of the WIP Transfer.
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Select the WIP that is to be transferred and click Next to continue.
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Enter the client code or click onto the binoculars and perform a client search for the client that the WIP is to be transferred to.
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Select a service, job, and task for the selected WIP to be transferred to on the selected client then click Transfer.
Buttons
The Back button provides a way of going back to the previous screen to make changes to the WIP that has been selected.
The Next button will complete the selected WIP transfer and navigate back to the initial New WIP Transfer page, allowing further WIP transfers to be made for the client.
The Cancel button will cancel all actions and return to the Client Dashboard.