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Close Jobs Grid
Make the following selections from the menu to display this tab:
Job Cost—Special—Housekeeping—Close Jobs
Use this grid to close one or multiple Jobs at once.
- Only Jobs without
unapproved transactions can be closed.
- For Jobs with unapproved
transactions, click the information icon
to view Job Inquiry,
where you can identify the unapproved transactions.
- Once closed, the
Close Date shows when you click the information icon on
the Job
Master.
Fields List
Fields
Close
(check box)
Check the box
to close the Job. Refer to the Close procedure later in this topic for
more information.
Job
The Job identification that
appears on lists and in reports.
Job Name
The Job name that appears on
lists and in reports.
Customer ID
The Customer identification for this Job.
Customer Name
The Customer name for this Job.
Close Date
The close date for the Job. A date appears in
this column for a Job once it is closed. Refer to the Close procedure
later in this topic for more information.
Close (button)
Click the button to close selected Jobs. Refer
to the Close procedure later in this topic for more information.
Procedures
To View Unapproved Transactions for a Job
- From the menu, select Special—Housekeeping—Close Job. All Jobs that are not currently closed
appear in the grid.
- In the Close column, rest your mouse on
the information icon for the Job you want to view unapproved transactions for.
Only Jobs with unapproved transactions
show the icon.
A message appears: Job 'XXXXX'
has unapproved transactions. Click to view.
- Click the
information icon . The Job Inquiry
page appears.
- Identify the transactions that are not
approved in Job Inquiry.
To Close a Job
- From the menu, select Special—Housekeeping—Close Job.
- Click the box in the Close column next to any Job that you want to
close. An electronic
calendar appears in the Close
Date column of the Jobs selected.
- For each of the Jobs being closed, accept
the default date in the Close
Date column or click in the
field and pick another date.
- Click the Close button. A confirmation message appears.
- Click OK. A success message appears. The system
closes the selected Jobs, which no longer appear in the Close Jobs grid.
Now, the Jobs appear in the Delete
Jobs grid.
Additional Information
Effect of Permissions
Permissions must be set in the System module to access
all Close Jobs activities.
System module—Security—Users—Job Cost—Special—Housekeeping—Close
Jobs
See Also
Grid
Pagination Controls
Housekeeping Introduction