Legacy Job Close Window

The original Job Close window is only available by adding a shortcut to the left navigation bar in Microsoft Dynamics GP. Please note that this window will be deprecated in Signature Job Cost 2020.

Adding the Job Close window to the shortcut bar

1. Launch Microsoft Dynamics GP.
2. On the shortcut sidebar, located at the lower left-hand corner of the window, right-click and select Add > Add Window.
3. In the Add Window Shortcut window, from the list of available windows, select WennSoft Products > 3rd Party.
4. Select Close Jobs. You can rename the shortcut by editing the Name field.
5. Choose Add to create a shortcut to the window on the sidebar.
6. Choose Done.

Closing a job

Once you have completed the steps before closing, you can close your job(s). When the Close Jobs window is open, all jobs that display in the window are temporarily made inactive. This prevents other users from linking transactions to a job you are in the process of closing. Once the Close Jobs window is closed, all jobs that have not been closed will be returned to active.

1. Choose Microsoft Dynamics GP > Tools > Routines > Job Cost > Close Jobs.
2. Choose a Posting Date. You cannot use a date that falls before the create date of a job you are closing. A Status of Not Available appears for any jobs that were created prior to the posting date.
   
   Additionally, if the period prior to that of the posting date is still open, you will receive an error when you attempt to close the jobs.
3. Choose Print to print the following reports:
   • Jobs Available for Closing report
     This report lists the create date, manager, contract amount, actual cost, markup percent, billed amount, cash received, and contract earned amounts for all jobs you can close.
   • Job Closing Preparation report
     This SSRS report lists all reasons why a job cannot be closed.  This report does not include Contract Agreements. This report option is available if SSRS is installed.
4. Choose a job to close by marking the checkbox in the Status column. The status changes from Available to Marked. To mark all available jobs for closing, choose Mark All.
5. Choose Close to begin the job closing process.
6. Once a job closes, you can print the Closed Jobs report. This report lists all jobs that closed successfully. If you chose to post the closing jobs journal entry through the general ledger, you may also print the general ledger posting journal, which displays the general ledger entry created as part of the closing process.

   Note: We recommend you print these reports and store them with your records as part of each job’s audit trail.

7. Complete the purge process to delete non-job related detail from the Job Transaction Open file. See the Signature Utilities User Manual for more information.