Please note: Opening/Closing a Job in a different period, and processing a Shipment have impact on the company Financials and should be coordinated with the Finance team.

1. Launch Production Mgt > Job Mgt > General Operations > Job Closing

   1. Search, select, and return the Jobs that need to be shipped.
      

      

   2. Note the Close Date on the Job. Jobs that were closed in a previous period need to be coordinated with Finance. Uncheck the Closed checkbox.
      

      

2. Launch Material Mgt > Shipping / Receiving > General Operations > Customer Shipment Entry

   1. Create a new Pack, bring up the Order being shipped.
      Actions > Mass Shipment
      

      

   2. Customer Shipment Entry > Lines > Customer Shipment Entry > List
      Enter the Job Shipment Qty for each Line.
      Verify the Shipment Line status is Complete.
      

      

   3. Mark the Header Shipped.
      

      

3. Launch Sales Mgt > Order Mgt > General Operations > Order Entry
   Bring up the Sales Order and verify the Order is Closed.
   

   

4. Launch Production Mgt > Job Mgt > General Operations > Job Tracker
   Review the Make To Order Shipped quantities.
   

   

5. Launch Production Mgt > Job Mgt > General Operations > Job Closing

   1. Notice the Close Date. Mark the Jobs as Closed.
      

      

   2. Notice the new Close Date.
      Jobs that were closed in a previous period need to be coordinated with Finance