WIP Transfer

WIP Transfer allows you to transfer WIP that has been previously allocated to one Client/Job to another Client/Job.

The WIP Transfer window is accessed by selecting WIP Transfer on the Detailed WIP Allocation tab toolbar.

The first step is to specify the Source and Target parameters for the transfer. This is done in the Criteria region. Then you must specify exactly which WIP is to be transferred, which is done in the Search Results region. See below for details.

When you have specified which WIP is to be included in the transfer, select Transfer to activate the transfer.

Criteria

Specify your search criteria, working top to bottom, let to right, to populate the following fields as appropriate.

Any fields on which subsequent choices are dependent are rendered inactive as you progress. If you want to start again, select Cancel to clear all selections.

Certain values are pre-populated according to those in the Detailed WIP Allocation tab when you selected WIP Transfer .

  • Source Client - The Client from which the WIP is to be deducted (read only).
  • Source Job - Select the Job from which the WIP is to be deducted.
  • Source Staff - Select the Staff from which WIP is to be deducted: either All Staff , No Staff , or <Search> to display the Staff Search utility, and there make a Staff selection.
  • Target Client - Either select a previously selected Client from the drop-down list or select <Search> to display the Client Search utility, and there make your selection.
  • Target Job - Displays only those Jobs associated with the selected Target Client. Select the Job to which the WIP will be transferred.
  • Target Stage - Displays only those Stages (if any) defined for the selected Target Job. If active, select the Stage to which the WIP will be transferred.
  • Use Date Range - Select this checkbox only if you want to use a date range. This disables the Date To field.
  • Date From - Select the Calendar control to select the date (or first date in a date range, if Use Date Range is selected) for the WIP transfer.
  • Date To - Active only if the Date Range checkbox is selected. If active, select the last date in the date range for the WIP transfer.

To apply the specified search criteria, select Process. The Search Results grid is then populated with any WIP currently allocated to the Source Client/Job.

Search Results

In the Search Results you must select which WIP is to be transferred, and specify further details as follows:

  • Transfer - Select the checkbox in this column on each row of WIP to be included in the transfer. On each row selected, the full balance in the Source Account is then populated in the Transfer Amount column.

    Note the totals at the foot of the Source Balance and Transfer Amount columns.

  • Incurred / Charge Type / Source Charge Account / Source Balance - Use the filters in these columns to filter the search results.

  • Transfer Amount - The WIP amount to be transferred. By default, the full balance in the Source Account.

    Partial WIP transfers might be disabled in your organization's implementation of (Undefined variable: Document Variable Set.Application/ModuleName).

    To change the Transfer Amount, with the row selected, select Edit to view the WIP Detail window as described below.

  • Target Charge Account / Target Amount - Use the filters in these columns to filter the search results.

Button Functions

  • Include - Include the currently selected WIP row in the transfer. The Transfer checkbox on that row is selected automatically.
  • Exclude - Exclude the currently selected WIP row from the transfer. The Transfer checkbox on that row is deselected automatically.
  • Edit - Displays the WIP Detail window, in which you can break down the WIP included in a WIP Transfer according to the Transfer Amount, Target State, and/or Charge Account.
  • Include All - Includes all WIP rows in the current Search Results in the transfer. The Transfer checkbox on every row is selected automatically.
  • Exclude All - Excludes all WIP rows in the current Search Results from the transfer. The Transfer checkbox on every row is deselected automatically.
  • More Options - Displays the More Options window, in which you can select a parameter for inclusion in the WIP transfer.
  • Edit Charge Account - Displays the Edit Charge Accounts Window, in which you can specify the Target Charge Account for the WIP transfer.