Transactions cannot be processed against a Closed Job. If a Job was Closed before the Completed quantity was shipped to the Customer, or received to Inventory or another Job, the Job can be reopened. Process the Job quantity, then Close the Job when transactional processing is complete.

Please note: Opening and Closing Jobs is performed by the Financials team. Opening/closing a Job and processing a Shipment impacts 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