Job Close
Users with access to 'Job Close' financial role can only click on the 'Close Job' button to close the accounts.
Before closing the actual account users need to update all the payment modes for all the accounts.
A sample is given below after requesting for closing:
By clicking on the button, the status of job can be reversed from 'Approved' to 'Request for Approval'. Only SysAdmins are accesible to reverse the status of job.
Click on the 'Request Closing' button to request for closing.
Click on the button if you want to cancel the request. User will get a pop up screen to specify reason of cancelling reuqest.
Click on the button if you want to close the job. Finance Job Status changes to Closed and Estimate tab and Actual tab gets locked as shown below.
User having permission to close job can reject the request if needed. A widnow gets poped up to specify reason of rejecting request.
Cancel Job
Click on the 'Cancel Job' button if you want to cancel the job. Users will get a pop up window to add reason of cancellation and a successful message that Job has been Cancelled. Job can only be cancelled at Draft state.
Finance Job Status changes to Cancelled and Estimate tab and the Actual tab gets locked.
Reopen Job
Click on the Reopen Job button if you want to re-open the job. Users will get a successful message that Job has been Re-Opened.
Finance Job Status changes to Approved. The 'Estimates tab' will remain locked and the Actual tab gets unlocked.
The following dialog box pops up:
