Close Job

Explanation

When all costs have been recorded on the financial job it is time to post the actual cost of the job to cost of sales and to close the job. This is done either automatically or manually, depending on your choice when you created the job.

You can manually close a job even if not all the manufacturing and/or inventory transactions related to the job are moved to the General Ledger or not all the applicable purchase orders are fully invoiced. You can review the status of each job in the dialog window that opens.

Prerequisites

• A financial job must have been created and set to be closed manually.
• The customer order line must be in status Invoiced.

System Effects

The financial job is closed manually.

Window

Customer Order
Close Financial Jobs

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Close Financial Jobs

Procedure

Alternative 1:

1. Go to the Customer Order/Order Lines tab.
2. Select the customer order line for which you want to close the job.
3. Open the Operations menu and select Close Job...
4. Select the job that you want to close.
5. In the table, check the status of all the manufacturing and inventory transactions related to the job and of all the applicable purchase orders.
6. Close the job in either of the following ways:
   - Select the check box in the Close column.
   - Select Set Status Closed in the Operations menu.
7. Save when completed.

Alternative 2:

1. Go to the Close Financial Jobs window.
2. Select the job that you want to close.
3. In the table, check the status of all the manufacturing and inventory transactions related to the job and of all the applicable purchase orders.
4. Close the job in either of the following ways:
   - Select the check box in the Close column.
   - Select Set Status Closed in the Operations menu.
5. Save when completed.