WIP Tasks Collection Template

Available from 4.5.1

WIP Task Templates collect both Tasks and rule groups together for use in the WIP Grids and Reports.

The list of WIP Tasks Collection Templates are maintained here.

Modules > WIP > WIP Tasks Collection Template

The link will open the WIP Tasks Collection Template grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new WIP Tasks Collection Template click New , to edit an existing WIP Tasks Collection Template click Edit . A pop up window will appear which will allow the creation or amendment of a WIP Tasks Collection Template

Click to view - WIP Tasks Collection Template Fields and Descriptions

Field Name	Description
Name	The name of the WIP Task Collection Template
Date Collection Field	From the drop down select the Date Collection Field , this date must be populated between the From and To date when generating Task Cost Breakdowns
Query	From the drop down select the Task query to gather the Tasks
Assign by Default	When ticked the template will be assigned by default in the WIP generator input panel
Cost Invoices State to collect	From the drop down check the boxes for the required states of Cost Invoices
Sales Invoices State to collect	From the drop down check the boxes for the required states of the Sales Invoices
Sales Invoice Rule Groups	Grid view of the assigned Sales Invoice Rule Groups

Complete the fields and click Save . Once the WIP Tasks Collection Template header has been completed , the Sales Invoice Rule Groups can be assigned

Assigning Sales Invoice Rule Groups

Audit Log