This checklist is intended to provide the framework for a job closeout procedure with Coins ERP+. Since this will vary significantly based on mix of COINS Software that is being utilized – the list is intended to be adjusted by each customer for their needs.
Inactivate Job.
Based on the JC Parameter INACTIVE this will either prevent costs from hitting the job (E) or will present a warning when costs will be hitting the job (W)
Force Complete POs.
This will set PO Commitments to 0 for PO’s that are force completed.
Check for unposted PR Timecards/CDRs costing to this job.
End Equipment Rentals.
Run Last EQ Job Charges.
Complete all Billing.
Release all Retention (Billing, SC, AP).
Finalize all Cost Postings.
Close any Open PMM Items.
Mark as Complete.
Confirm Final WIP Numbers.