Jobs Not Approved Report
This report works in conjunction with the Credit Approval feature in the system and can only be used if the Credit Approval feature has been enabled in the system through the Company Control 2 level of the System Control Maintenance module. If the feature is enabled, all jobs that are not approved for credit will appear on this report. This report can be customized by the following sort criteria: Branch, Job Type, Open Date, Install Date, Salesperson, and Customer ID. If a Job appears on this report, the Credit Approval status on that Job can be managed from the Approve/Select Jobs module located in the Accounts Receivable menu. When you enter this module, a Jobs Not Approved screen will appear as follows:
The screen above displays the default settings. If no changes are made, the report will include all Jobs not approved. If you need to customize the report, make those changes in the fields above. When ready, you can click the Excel icon to export to the data, or click the Print button for paper output.
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