The To Do List highlights Jobs and Purchase Orders that require attention. It is split into five sections:
| Report | Action Required |
|---|---|
| Need Cancelling (Pencil Jobs that are in the past) | Jobs with a status of Pencil or 2nd Pencil whose date has passed. Check whether these Jobs should be Cancelled |
| Need Completing (Confirmed Jobs that are in the past) | Jobs that were Confirmed but whose date has now passed. Mark these Jobs as Completed |
| Need Costing (Completed Jobs that are in the past) | Jobs that have been marked as Completed. Apply costings to these Jobs |
| Need to be Billed (Costed Jobs with unallocated costings) | Jobs that have been Costed. Allocate the costings to a Billing Approval |
| Incomplete Purchase Orders | Purchase Orders that require attention. Review and complete these Purchase Orders |
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