Completing a Job

This Help File Page was last Modified on 11/22/2018

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Completing a Job

This Help File Page was last Modified on 11/22/2018

Completing a Job:

When a Job is actually completed (i.e., all Tasks, Commissions, Expenses, Inventory, Labor, Materials, and/or Sub Contractor related costs have been posted) and all associated Service Requests (Work Orders) have been appropriately Invoiced,

 

HelpFilesJobCostingCompleteJob

 

Click the Complete Job button.

 

HelpFilesJobCostingJobCompltionQuery

Complete this Job?

 

Click the Yes button to mark the Job as Completed.

The Current Date (Today) will be inserted into the Complete Date field next to the Complete button.

 

HelpFilesJobCostingCompleteJobWithCompletionDate

Use the Drop-Down Calendar/Date Entry field to change this Date, if appropriate.

 

HelpFilesNavigatorMenu-StandardSaveClick the Save Icon on the Navigation/Options Menu at the top of the Job Costing Form to Complete the Job.

 

HelpFilesJobCostingCompletField

Complete - The Complete Job button will be removed and the selected Completion Date will be locked in.

Un-Complete Job - This option will re-set the internal field Completed=F and CompleteDate=null.  

oIf the existing CompleteDate is in a period that is closed, the program will raise the error "Period closed to all edits"

oThis Un-Complete Job feature is required because the system normally does not allow Inventory Items to be added or deleted to/from an Invoice that is coming from a Job.

oThe system also ensures the CompleteDate is not in a closed period when completing or un-completing a Job.

 

Any attempt to modify a Completed Job that has not been re-opened (see Un-Complete above) will fail and the message shown below will be displayed as a reminder.

 

HelpFilesJobCostingCannotModifyCompletedJob

 

Open Job Items - Dealing with Job Closing Issues:

However, Certain situations may prevent this Job from being Closed.

Particularly, if certain Job Costing related items have not been properly completed, an Open Items Found message will be displayed.

 

HelpFilesJobCostingJobItemsOpenMessage

Open Items Found!

 

Click the Yes button to view the Open Job Items dialog.

 

HelpFilesOpenJobItemsDialog

Open Job Items dialog

 

The Open Job Items dialog is displayed for your review.

 

Go To Purchase Order - Right-Click on any Purchase Order line item to display its associated Radial Right-Click Menu

This provides access the Go To Purchase Order Option which displays the related Purchase Order Form.

 

HelpFilesOpenJobItemsDialog-ShowPurchaseOrder

 Open Job Items dialog - Go To Purchase Order option

 

Go To Work Order - Right-Click on any Work Order line item to display its associated Radial Right-Click Menu

This provides access the Go To Work Order Option which displays the related Work Order Form.

 

HelpFilesOpenJobItemsDialog-ShowWorkOrder

Open Job Items dialog - Go To Work Order option

 

Click the Close HelpFilesCloseBoxbox at the top of the Form to exit the Open Job Items dialog.

This will return you to the Job Costing Form. from where you may complete the unfinished steps listed in the Open Job Items Form.

 

If you Click the No option, you must Acknowledge that you will complete these Open Job Items.

 

HelpFilesJobCostingMustCompleteWorkOrdersWarning

 

Click the OK button to proceed.

This will return you to the Job Costing Form where you will be able to complete the Tasks listed in the Open Job Items Form.