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Note

For Signature 2018 R4, you can still access the legacy Job Close window by adding a shortcut to the Microsoft Dynamics GP left navigation bar. This window will be deprecated in the next major release. IMPORTANT: We recommend that you

To add the legacy Job Close window shortcut:

  1. Launch Microsoft Dynamics GP.
  2. On the shortcut sidebar, located at the lower left-hand corner of the window, right-click and select Add > Add Window.
  3. In the Add Window Shortcut window, from the list of available windows, select WennSoft Products > 3rd Party.
  4. Select Close Jobs. You can rename the shortcut by editing the Name field.
  5. Choose Add to create a shortcut to the window on the sidebar.
  6. Choose Done.

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security
security
New Security Tasks

These new security tasks have been added to the Job Cost Power User Role (WSJC POWERUSER) for the new Close Jobs window:

New Close Jobs Posting Option

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Allow Job to Close if Total Invoiced not equal to Cash Received
Mark this check box if you want the ability to close a job when the total invoiced amount does not equal the cashed received.

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additional
additional
New Additional Job Close Setup window

Use the Additional Job Close Setup window to disable filters, indicate the columns that display related to jobs and projects, and to enable users to save a job close schedule. Go to Microsoft Dynamics GP > Tools > Setup > Job Cost > Job Cost Setup > Posting Options. In the Posting Options window, select Additional and then choose Job Close Setup. This menu feature is only available for users who fall under the security task K2ADD_JOBCLOSESET.

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  • The Report Folder and Reports fields default to display folder and report names. You would only need to edit these fields if you have a custom report that may or may not reside in a different folder.  See New SSRS Reports for more information about the reports listed here.
  • In the Disable Filters section, mark
    Mark the filters that you do not want to show in the Close Jobs window. All four options display unless marked to disable. Note that you are required to have at least one filter displayed in the Close Job window.

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  • In the Enable Job Columns section, mark
    Mark any additional job-related columns to display in the Available Jobs scrolling window. These default to none marked.
    • Job Name
    • Manager ID
    • Job Address
    • Contract Type
    • Billing Type
  • In the Enable Project Columns section, mark
    Mark any additional project-related columns to display in the Available Jobs scrolling window. These default to none marked.
    • Project Name/Description
    • Architect ID
    • Project Set-up Date
    • Project Closed Date
  • In the Close Job UI Processing Threshold section, mark
    Mark the number of minutes the job close SQL process may need. The default value is 2 minutes. We recommend that you only change this value if the process times out.
  • Mark 

    Enable Save Schedule

     to


    Mark to display the Save Schedule button in the Job Close window. This defaults to not marked. Saving a job close schedule allows users to save the entire list of jobs for the User ID and Posting Date for processing later. Any jobs that were marked prior to saving will still be marked when the saved schedule is opened again. 

    Note
    Only one schedule per user can be saved at one time.

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reports
reports
New SSRS Reports

New SSRS reports include:

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