...
- To open the Close Jobs window, go to Microsoft Dynamics GP > Tools > Routines > Job Cost > Close Jobs.
- Select the Posting/Schedule Date. You cannot use a date that falls before the creation date of a job you are closing. A Status of Not Available appears for any jobs that were created prior to the posting date. Additionally, if the period prior to that of the posting date is still open, you will receive an error when you attempt to close the jobs.
- Optional: Filter the Jobs Available to Close by selecting one or more filters.
You can manually enter the criteria or you can use the lookup button. When manually entering the criteria, you have the option to use the percentage sign (%) wildcard character. For example, if you enter B%, all the jobs beginning with B will display. When using the lookup button, in the lookup window, either double-click the entity or click on the entity and then click the Select button.- Job: Displays a specific job. The job displays in the Available to Close section if it can be closed.
- Project: Displays the jobs assigned to the project.
- Customer: Display the jobs for the customer.
- Division: Displays the jobs within the division that you select.
- Optional: Enter or select additional Sub Filters to narrow the displayed jobs further.
- Completion Date - Select Scheduled or Actual and then select or enter the date.
- Mark to Exclude Blank Dates. This would exclude any jobs without a date.
- Mark to include Include Inactive Jobs Only. This would display only jobs that are inactive. When marked, active jobs will not display.
- Enter a Cost Posting Date to limit jobs by the date of the last cost on a job.
- Optional: Select the column headers to sort ascending or descending.
- Select Redisplay to reload the list of jobs available to close, respecting the Posting Date and any filtering criteria. The jobs that have been marked are moved to the top of the list. You can mark jobs and then filter differently to find additional jobs to close. Each time you select Redisplay, the list will rebuild and show all marked at the top along with other unmarked available jobs that fit the filters on the window. You will not lose the jobs you have marked if you update the filter. In order to discard wrongly marked jobs they have to unmark them or use Unmark All.
The AVAILABLE TO CLOSE section displays the jobs that meet the filter criteria and/or are marked and can be closed.
- The NOT AVAILABLE TO CLOSE section displays jobs that meet the filtering criteria, but are not able to be closed, including jobs marked by another user. A reason each job cannot be closed is also displayed.
- Use the Mark All button to select all the available jobs or you can mark specific jobs. You can also use Unmark All to unselect any marked jobs.
Select Close Jobs to close the marked jobs and create the batch. The batch naming convention is JCC YYYY.MM.DD.
You may receive one or more of the following message(s):If a batch is created: “Batch Number XXX was created!”
If a batch is not created but ALL selected jobs were closed: “The close job process is complete.”
None of the jobs closed: “None of the selected jobs were closed. Review the (Not Available to Close) grid or report for the reasons why each job is not available.”
If a batch is not created but not ALL selected jobs were closed: “The close job process is complete. X of XX selected jobs closed.” This message will show you the number of jobs closed out of the total number selected. The user would have to view the Jobs Not Available list to see why.
After a job closes, you are prompted to print the Closed Jobs report. You can also print the report by selecting the Print button from the menu ribbon. This report lists all jobs that closed successfully. If you chose to post the closing jobs journal entry through the general ledger, you may also print the general ledger posting journal, which displays the general ledger entry created as part of the closing process.
Note We recommend you print these reports and store them with your records as part of each job's audit trail.
- Complete the purge process to delete non-job-related detail from the Job Transaction Open file. See the Signature Utilities User Manual for more information.
...