Finance > Job Closure Posting Options
Closing a job in WorkBook carries financial implications; therefore, it is crucial to establish parameters that a job must satisfy before it can be closed. This article will walk you through the process of setting up the necessary rules to ensure that a job meets all your requirements prior to closure.
We recommend consulting your team before making any changes or speak with your Tangram Consultant.
ON THIS PAGE YOU WILL FIND: |
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SELECTING THE JOB CLOSURE POSTING OPTIONS
Go to the settings module > finance sub menu > select job closure posting options
The following parameters are available:
Parameters |
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Allow job closure posting when job contains open time recordings |
Allow job closure posting when open material entries exist |
Allow job closure when open expense entries exist |
Allow job closure posting when open mileage entries exist |
Allow job closure posting when open supplier entries exist |
Allow job closure posting when open sales invoices exist |
All of the parameters have the same options available which are:
Options |
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No restriction |
Not allowed if there are open postings before job end date |
Not allowed if there are any open postings |
Not allowed if there are open postings before job end date (exclude Under preparation) |
Not allowed if there are any open postings (exclude Under preparation) |
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