This report checks to see if there are any matches in the Miscellaneous reference of transactions. Then it checks that the transactions have a matching negative and positive value. For example, 100 and -100. If both criteria are met, the report matches the two transactions and sets the status of both to X (paid/allocated).
You can run a number of the Clear Balancing WIP Documents reports instead of one by one. This is done by batching them into a group. The group is then run at any time from the Report Generator menu.
To run a batched report:
Select the report you want to run and fill in the relevant selection criteria.
If the report is available for batching, the Add-to-Batch button is available.
Click Add-to-Batch.
The Add report to batch child window is displayed.
Enter the report group.
The report is added to the group. If the group does not exist, a new group is created.
Select the priority required to execute the report.
Select Mail report if you want the reports mailed.
Enter the email address you want the reports mailed to.
Click Ok.
The report is added to the batch. You run batched reports from the Batched reports option in the Report Generator menu.
The Clear Balancing WIP Documents (SL) form is displayed when you click Clear balancing WIP documents on the SL Miscellaneous Options menu.
Fields:
Output type: The type of output you want. The options are Print, HTML and Display.
Buttons:
OK: Begins clearing balanced WIP documents immediately.
Cancel: Exits the form without doing anything and returns you to the SL Miscellaneous Options menu.
Help: Displays this help topic in a web browser.
Schedule: Schedules a report using the Timed Operation Schedule form.
Add-to-Batch: Enables you to batch several reports to run at the same time. This can save you time as the batch can be run while you are away from your desk.