Translations:Invoicing/80/en
From Marathon Documentation
Adjust the WIP
- An adjustment is an upward or downward write-down of the sales WIP to bring WIP levels in line with what is to be invoiced. There are two ways to make an adjustment: either from the Project tab using the New adjustment button, or from within an invoice.
- Click on the Adjust button on the invoice or on the New adjustment button in the project list.
- Go to the Fees, Purchases or Other tab, depending on what shall be adjusted.
- If needed, change Deepening. In Fees you can deepen on Employee, Category, Code or Period. Double click on a row to see details about it.
- Select the rows to be adjusted and press the Change amount button. When selecting more than one row, the adjustment will be made proportionally against WIP or Registered.
- Enter the amount (+ | -) that shall be adjusted, alternatively enter the amount that shall be remaining in the WIP field.
- By checking the box on the left, the entire row is adjusted to zero.
- To make a new adjustment without WIP or registered on the project, press New. Enter Employee, Code, Period and Amount.
- Write optional adjustment comment
- Enter accounting date and Save
