Closing Discrete Jobs Using Submit Requests
Job close requests can be submitted using concurrent or scheduled processing. See: Overview of Concurrent Processing and Overview of Standard Request Submission.
You can check the status of close requests using the Concurrent Requests window.
Prerequisites
Define a discrete job with a status of Unreleased, Released, Complete, Complete-No Charges, or Cancelled. See: Discrete Job Statuses.
To close discrete jobs:
2. Select one of the following accounting Class Types: Standard discrete, Asset non-standard, or Expense non-standard
If you do not select a class type, the system closes job for all class types.
3. To select a range of accounting classes, select a From and To Class.
If you select a class type, you can only select accounting classes of that class type. If you do not enter a To Class value, all jobs from the From Class value forward are closed. If you do not enter a From Class value, all jobs through the To Class value are closed.
4. To select a range of jobs, select a From and To Job.
If you do not select a To Job value, all jobs from the From Job forward are closed. If you do not select a From Job value, all jobs through the To Job are closed. To close a single job, select the same From and To Job.
You cannot close jobs with the following statuses: Pending Bill Load, Pending Routing Load, Pending Close, or Closed. If you attempt to close a job that has transactions pending, the close process fails and the job status changes to Failed Close. If you do not select a status, all jobs with acceptable statuses are closed. See: Discrete Job Statuses.
6. Select the Report Type
After computing variances, the close process automatically prints the Discrete Job Value Report if standard and non-standard asset jobs are closed and the Expense Job Value Report if expense non-standard jobs are closed.
The level of detail in the Discrete Job Value Report can be controlled by the Report Type option selected: Summary, Detail using planned start quantity, Detail using actual completion quantity. See: Report Type, Discrete Job Value Report.
You can also select the 'No Report' option if you do not want to print either the Discrete Job Value or the Expense Job Value Report.
Jobs that meet the criteria entered are closed when your request is run.
See Also
Overview of Discrete Job Close
Period Close
Defining Discrete Jobs Manually
Closing Discrete Jobs
Discrete Accounting Classes
