Transfer the value of a work order

After posting the item and hour journals and updating the work order status, transfer the value of the work order. You can run this as a batch or manually with filters.

Optionally, add more tables to define criteria. Based on your selection, the journal is created and a log shows which work orders were processed.

Steps

1. Go to Work order project planning > Periodic > Value transfer.

2. Click Filter.

3. In the list, mark the selected row.

4. In the Criteria field, enter or select a value.

   Note

   you are able to filter on the desired status, project ID or work order number, more tables can be added manually if necessary

5. Click OK.

6. Click OK.

   Note

   the values transferred will turn into a journal