Search: Open WIP - As Of Date

(From PracticeERP User Guide 1/2/2024)

Open WIP (As of Date)

One of the Open WIP reports needs more explanation. The Open WIP (As of Date) report can display your WIP balances at month end.

1. Open the WIP menu > Open WIP > Open WIP (As of Date)
2. Open the Filters section (click +)
   1. Enter the first To filter to be the end of the month you want to view
   2. Enter the second From filter to be that same date
   3. Press your Tab key to view the results

Example: The following screenshot shows the Open WIP as of the end of November 2023. The only filters that need to be populated are marked with 1 & 2. These two filters MUST equal the same date. The Total Open WIP as of the end of November is $362,631.62 and in the bottom right corner.