Job Close-Out Report

Job Close-Out Report - Fields

Job Type to Print

Enter a job type to print, or select the All check box to include all job types. Click the Lookup button to list all job types.

Change Job Status

Select which completed jobs will have their statuses changed to Closed during the job close-out process.

Select None to print the report but leave all job statuses unchanged.

Select All Jobs to set the status of all completed jobs to Closed.

Select Only Jobs with No Transactions after Cutoff Date to set a cutoff date and only change the status of jobs with no transactions after the date. If you select this option, the status of any job with billed costs or units past the cutoff date will not be changed to Closed.

Note Unbilled costs may be overstated if you either:

Close out a job without a date and then bill the unbilled costs, or

Close out a job without a date and then close out the job again with a date after which there are unbilled costs.

To correct an overstatement of unbilled costs, close out the job with either a blank date or a date after which there are no unbilled costs.

Cutoff Date

Type a cutoff date to use when changing job statuses to Closed during the close-out process. The status of any job with transactions after this date will not be changed to Closed. All transactions after this date are excluded from the report and the update process. Leave this field blank to run the standard report. This field is available only if Only Jobs with No Transactions after Cutoff Date is selected in the Change Job Status field.

Job Number

Enter a range of job numbers, or select the All check box to include all job numbers. Click the Lookup button to list all job numbers.