Versions Compared

Version Old Version 8 New Version 9
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Close Jobs
    Closes the selected available jobs. A batch is created that you need to post in order to post through the General Ledger.

  • Redisplay
    Select to display a list of jobs that can be closed based on the Posting Date and any filtering criteria. 

    Note

    If you've saved a Job Close Schedule, selecting Redisplay will also clear the saved schedule.


  • Existing Schedule
    Select to load an existing job close schedule. The schedule's Posting Date and jobs populate the Close Jobs window. The jobs that were marked when the schedule was saved will still be marked.  This button displays if Enable Save Schedule is marked in the Additional Job Close Setup window.
  • Save Schedule
    Saves the entire list of jobs for the User ID and Posting Date for processing later or processing in a SQL job. This button displays if Enable Save Schedule is marked in the Additional Job Close Setup window.
  • Print
    Select from the following SRS reports:
    • Available to Close
      Prints a listing of jobs available to close based on the Posting Date and any filter criteria. This report lists the create date, manager, contract amount, actual cost, markup percent, billed amount, cash received, and contract earned amounts for all jobs you can close.
    • Not Available to Close
      Prints a listing of jobs available to close based on the Posting Date and any filter criteria.
    • Closed Jobs
      Prints a listing of jobs that were closed based on the Posting Date and any filter criteria.
    • Job Preparation Closing
      This report shows which jobs may be ready for closing based on either percentage complete or a lack of GL postings over time. This helps you identify unposted costs and any other items that may need to be taken care of before a job can be closed. You specify the jobs that appear as ready for closing based on the date of the last GL post, the last billing date, the estimated percentage complete, and/or the actual percentage complete. You can also filter the report by Job Status and/or Job Number and sort the report by job then division, or division then job.

...