|
|
|
Job Closing
This screen allows you to select one or more Job Orders from a list and change their status to ‘Closed’. The displayed list shows all Job orders - each with a checkbox for you to select it to be ‘Closed’. An Additional field ‘Allow Close’ is automatically ‘checked’ if the Job Order has no outstanding Purchase receipts linked to a Job Order Line. You can override this by ‘checking’ this checkbox if you want to close the Job Order. It is only when both these fields are ‘checked’ will Ostendo ‘Close’ the Order
Entry and Display fields
Select: ‘Check’ this checkbox if you wish Ostendo to change the Job Order Status to ‘Closed’
Order Number: Display only field showing the Job Order Number
Order Status: Display only field showing the current Status of this Job Order
Order Date: Display only field showing the date the Job Order was raised
Description: Display only field showing the description of the Job Order
Job Type: Display only field showing the Job Type held against this Job Order
Job Style: Display only field showing the Job Style being used by this Job Order
Invoice Style: Display only field showing the Invoice Style being used by this Job Order
Order Start: Display only field showing the Start date of the Job Order
Order Finish: Display only field showing the Planned Finish date of the Job Order
Customer: Display only field showing the Customer held against this Job Order
Job Category: Display only field showing the Job Category held against this Job Order
Planned Cost: Display only field showing the Planned Cost of this Job Order
Actual Cost: Display only field showing the total Actual Cost of this Job Order
To Be Invoiced: Display only field showing the activities that are still awaiting Invoicing from this Job Order
Invoiced Value: Display only field showing the current value of all Invoices raised against this Job Order
WIP Value: Display only field showing the WIP Value contributed by this Job Order
Non-Charge Cost centre: This is the non-charge Cost Centre defined against the Job if the Invoice Style is ‘Non-Charge’. It can be amended here if required by selecting the Cost Centre from the drop-down list
Outstanding Purchases: Display only field showing the number of Purchase Order Lines linked to this Job Order that have still to be received
Close Date: This shows the date that will be attached to Journals generated by ‘Closing’ the Job Order. It is a display only field and is evaluated from (The Last transaction Date carried out against this Order) or (The Financial Cut-off Date plus 1 day) whichever is the later.
Allow Close: This is pre-‘checked’ if the Job Order has no outstanding charges to be Invoiced AND the ‘Outstanding Purchases’ field is zero. This field must be ‘checked’ before the Order can be closed. If you wish to override the system evaluation then you can ‘check’ or ‘uncheck’ this field as required
Last Invoice Date: This shows the date of the last invoice issued.
Side Buttons
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Related: This will bring up a list of functions that are related to Job Orders. You may open and maintain information in those screens whilst still remaining in this screen.
Reports: This will bring up a list of Reports that are related to the Job Orders. You can immediately run the report whilst still remaining in this screen.
Lower Buttons
Cancel: This will exit the current screen without taking any action
Close Selected Assembly Order: Those Lines whose both ‘Select’ and ‘Allow Close’ checkboxes are ‘checked’ will change the Job Order Status to ‘Closed’