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How to: Calculate and Post Job Completion Entries

When you have completed all activities for a job, including usage posting and invoicing, you must update the job to have a Status of Completed. After you set status to Completed, you must reverse any work in process or recognition that has been posted to the general ledger.

To update the job status

  1. In the Search box, enter Jobs, and then choose the related link.

  2. Select a job, open it for editing, and on the Job Card, change the Status field to Completed.

To calculate the job completion

  1. After updating the job status to Completed, run the Job Calculate WIP batch job.

  2. On the Actions tab, in the Functions group, point to WIP, and then choose Calculate WIP.

    The job WIP entries created by running the batch job will have the Job Complete check box selected to show they are completion entries.

  3. To view the entries, on the Navigate tab, in the WIP group, choose WIP Entries.

To post the job completion

  • On the Job card, on the Actions tab, point to WIP, and then choose Post WIP to G/L. The Job Post WIP to G/L batch job window opens.

    The job WIP general ledger entries created by running the batch job will have the Job Complete check box selected to show they are completion entries.

See Also

Tasks

How to: Calculate Work In Process and Recognition
How to: Post Work in Process and Recognition

Other Resources

Job Post WIP to G/L
Job Calculate WIP