Work in progress transaction inquiry
Related topics
On this page, you can view costs from completed trackings and costs and variances for closed work orders.
| User type |
Admin Manager Employee |
|---|---|
| Permissions | Full rights: Admin, Manager, Employee |
| Prerequisites | |
| Tip |
You can view the work order indirect costs and variances after the work order is closed. Whilst these work order costs are not specifically work in progress costs, they are displayed in this page because the costs are not available from the other work in progress tracking types. |
| Restrictions |
To view a summary of costs by work order, use the Work in progress inquiry page. From this page you can only view the cost of individual trackings. |
Inquire on work in progress
To inquire on work in progress, enter or select the type of tracking and the range of work orders to inquire upon, then select Search.
If you have a significant number of work orders in progress, apply filters to refine your search results.
Work in progress costs grid
Use the Work in progress costs grid to view tracked quantities and costs for individual work orders. The information in the grid is display-only and cannot be modified. You can take advantage of standard grid options like sorting by displaying table filters and selecting which columns you want to display. You can open a tracking document or work order from the link in the grid.
Only completed trackings are displayed in this grid. Trackings that failed during posting are only displayed in this grid after the error is resolved and the tracking posted successfully.
If you include a specific tracking Type in your search criteria, the type is omitted from the grid.
Export
When you export the Work in progress costs grid, only those lines displayed in the search or filtered results are included in the export. This includes all lines across multiple pages if you have a large data set.
There are 2 export options: Excel or CSV. The default file name is Work in progress costs.
After exporting the data, you can rename the file and edit the Excel spreadsheet or CSV file if needed before uploading to your accounting solution.
