Close Financial Job

Explanation

Use this activity to close or complete a job or project with Job as the project origin.

Prerequisites

• The job must have been finally invoiced.
• The Update Financial Job Info activity must have been performed.

System Effects

For projects of Capitalize Rev/Exp. or Capitalize Exp. type, a voucher is created with postings from the capitalization accounts that go back to the original cost and revenue accounts, or to the code strings defined for the project. The voucher is defined as the voucher type used as the standard for vouchers belonging to the Project Transactions voucher group P. The project's completion date is set as the voucher date. The voucher is placed in the hold table for updating. A message appears acknowledging the completion of the processing.

Window

Close Financial Jobs 

Related Window Descriptions

Close Financial Jobs

Procedure

1. Populate the window or perform a query for the jobs that you want to close.
2. Select one or more rows, right-click, and then click Set Status Close. The Close check box is now checked for all selected rows.
3. Right-click and then click Close Jobs.