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Julie A

Steps to Close Jobs

SUGGESTED
Posted By

Hello,

I'm not familiar with this software or closing out jobs.  I know to go to setup under job cost to change the status, but I'm unsure if there are any additional steps I need to take, such as zeroing out committments, etc.  The WIP report is a disaster and we do still have open receivables and payables against the job.  Will this impact closing the job as well?

Thanks.

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    SUGGESTED

    Hi Julie,

    Some reports in Sage 300 CRE have a condition the include or exclude closed jobs, usually with a checkbox on the Print Selection screen when running the report. When you close a job, you may need to check the Include closed jobs checkbox to see the closed job.

    Also there is a checkbox in your JC Settings "Do not allow entry to closed jobs." If this is checked, you won't be able to make changes to the job to update your reports.

    Zeroing out commitments or making entries to balance the WIP report are for reporting purposes only and don't have any affect on the functionality of the software.

    Hope this helps!

*Community Hub is the new name for Sage City