Accountants Enterprise with Practice Manager only
The WIP Journal functionality enables you transfer WIP from jobs and schedules.
The transfer of WIP depends on the job mode set up by the practice. The general rules are:
Specific rules depend on the job mode.
Rules for Assignments, Schedules and Jobs Mode
The following rules apply to practices running in Assignments, Schedules and Jobs mode:
From | To | Allowed | Comment |
|---|
Assignment | Assignment | YES | |
Schedule/Stage | Schedule/Stage | YES | |
Assignment | Schedule/StageA | YES | |
Schedule/Stage | Assignment | NO | This is not allowed as there may be allocation records associated to the stage. |
Schedule/Stage | Job | NO | The Job/Schedule field will be unavailable (greyed out) because practices running in this mode will not post WIP to the job. |
Job | Schedule/Stage | NO | In this mode, there will be no WIP entries tagged to a job. |
Job | Assignment | NO | In this mode, there will be no WIP entries tagged to a job. |
Job | Job | NO | In this mode, there will be no WIP entries tagged to a job. |
A: When transferring to a schedule/stage with multiple employee categories associated with the stage, users are presented with a list of categories to post the WIP to. |
WIP cannot be transferred to and from a schedule stage that is complete. In the Job/Schedule drop-down, the completed stage will not be displayed. |
In this mode, as WIP is only posted to assignments and not jobs, you will not be presented with a list of jobs under the Job/Schedule name for an assignment which has jobs associated to it. In this case the Schedule/Jobs field will be unavailable (greyed out). |
Rules for Assignments, Schedules, Jobs and Job Time Recording Mode
The following rules apply to practices running in Assignments, Schedules, Jobs and Job Time Recording mode:
From | To | Allowed | Comment |
|---|
Assignment | Assignment | YES | |
Schedule/Stage | Schedule/Stage | YES | |
Assignment | Schedule/Stage A | YES | |
Schedule/Stage | Assignment | NO | This is not allowed as there may be allocation records associated to the stage. |
Schedule/Stage | Job | YES | |
Job | Schedule/Stage | YES | |
Job | Assignment | YES | WIP will only be posted against the assignment to which the job belongs—i.e., not against the actual job. |
Job | Job | YES | |
Assignment | Job | YES | |
A: When transferring to a schedule/stage with multiple employee categories associated with the stage, users are presented with a list of categories to post the WIP to. |
WIP cannot be transferred to and from a schedule stage that is complete. The completed stage will not be displayed in the Job/Schedule drop-down. |
