Select which completed jobs will have their statuses changed to Closed during the job close-out process.
Select None to print the register 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.
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 register and the update process. Leave this field blank to run the standard register.
Note This field does not apply to jobs using the % of Completion Acct Method and Fixed billing method when % of Estimate is selected in the Recognized WIP when Billing % Complete Jobs field.
This field is available only if "Only Jobs with No Transactions after Cutoff Date" is selected in the Change Job Status field.
Operand
Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.
The following operands are available:
Operand
Operand Function
All Selects all information for the Select Field. Begins with Selects only the information for the Select Field that begins with the value entered in the Value field. Ends with Selects only the information for the Select Field that ends with the value entered in the Value field. Contains Selects only the information for the Select Field that contains the value entered in the Value field. Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field. Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field. Range
When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.
Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.Equal to
Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to
Selects only the information for the Select Field that is not equal to the value entered in the Value field.
Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.
You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.
Note When alternate separators are used, the value list must end with the alternate separator character.
The alternate separators include the following:
~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.
Value
Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.
Note If Country Code is an option in the Select field, and your source documents have no value in the Country Code field, the default Country Code entered in Company Maintenance is used as selection criteria for those documents.
You can enter single or multiple values as follows:
Operand
Value
All Selects all information for the Select Field. Begins with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than Only single values are allowed. Greater than Only single values are allowed. Range Both Value fields are used to define a range. Only single values are allowed at each Value field. Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed. Not Equal to
Multiple values are separated by a comma or alternate separator. An AND condition is assumed.
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").
