How To Change Job Status from L to W
When you want to change a job status from L (Lost) to W (Won),
- Go to the relevant job.
- Update Status to P or W.
- Go to the costing tab and change the status of the ‘Lost’ cost option.
- Now, the system won’t automatically re-activate the cost option because there could be multiples. So it’s up to the user to select the option needed. The user can change the status to W (see below screen). This will re-activate the option as well as any diary actions that were inactivated as part of the job closure/losing.
