Edit Work in Process report

Edit Work in Process report

Part 1: Edit the report
1. Click the Open icon on the toolbar.
2. Type financial report in the Filter field.
3. Click the Financial Report Writer list item.
4. Click the OK button. The Financial Report Writer form opens.
5. Click the Edit icon.
6. Click the [your initials]WIP line in the grid.
7. Click the Edit icon. 
8. Click the Lines icon.
9. Click the Type: Account line. 
10. Click the To Account drop-down arrow. 
11. Click the 12278 list item. 
12. Type WIP Accounts in the Group line. If you don’t type anything in the Group Label field the 
labels on the columns will not print out. 
13. Click the Add icon.
14. Click the Type drop-down arrow.
15. Click the Total list item.
16. Type Total WIP in the Text field. 
17. Click the Save icon. 
18. Click the Add icon to add totals.
19. Click the From Sequence drop-down arrow. 
20. Click the 30 list item.
21. Click the To Sequence drop-down arrow.
22. Click the 30 list item.
23. Click the Save icon. 
24. Click the Report Preview icon. 
25. Click the line that displays Account in the Type field in the grid. 
26. Click the Summary By Account button. 
27. Click the Fiscal Year drop-down arrow.
28. Click the 2019 list item. If your environment doesn’t have data in that year, select another year. 
29. Click the X on the G/L Posted Transactions Account Summary form. 
Part 2: Print the report
1. Click the Print icon.
2. Click the Print button. The WIP Analysis Report opens in a new tab. Note: the WIP- Service 
accounts are on the report.
3. Click the X on the Report viewer.
4. Click the X on the Financial Report Output. 
5. Click the X on the Financial Report Writer.

    • Related Articles

    • Create Work in Process Report

      Part 1: Create the report 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type financial report in the Filter field. 3. Click the Financial Report Writer list item. 4. Click the OK button. The Financial Report Writer form ...

    • Create work centers

      1. Click the Open icon on the toolbar. 2. Type work centers in the Filter field. 3. Click the Work Centers list item. 4. Click the OK button. The Work Centers (Filter in Place) form opens. 5. Click the Filter in Place icon. 6. Click to select the ...

    • Create work centers

      Part 1: Create the welding work center 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type work centers in the Filter field. 3. Click the web.WorkCenters list item. 4. Click the OK button. The Work Centers form opens. 5. ...

    • Duplicate a record, edit a record, and delete a record

      Part 1: Copy an existing record 1. Click the Open icon. 2. Type items in the Filter field. Note: Items may already be in the Filter field and the items list of forms displayed. 3. Use the scroll bar to locate the Items form. 4. Click the Items list ...

    • Generate and preview a report

      1. Click the Open icon. 2. Type inventory cost in the Filter field. 3. Click the Inventory Cost Report list item. 4. Click the OK button. The Inventory Cost Report form opens. 5. Click the Preview button. The Inventory Cost Report opens in the Report ...