Finalise Costs

This form is enabled if the JC Module Control options Use COS Journals and Use profit recovery percentage for Fixed Charge and Schedule Based jobs are not selected.

Use this form to finalise costs for a job (and sub jobs) before invoicing. You can generate invoices for a job without linking them to costs. You can flag costs as finalised. They do not appear as current costs using the invoicing process for fixed and schedule based jobs.

Select jobs using the search criteria fields to return the ones to the table below, from which you can select the jobs whose costs you are finalising.

Depending on the search criteria you use, Greentree Desktop can return jobs with these charge billing types:

• Internal - Always.
• Quoted - If the Job Cost Module Control option Quoted Jobs - Use COS Journals is not selected.
• Schedule Based - If the Job Cost Module Control option Schedule Based Jobs - Use COS Journals is not selected.

Search Criteria

You can use any of the filters displayed in the header of the form to search for jobs to be calculated. These features can be used when entering search criteria:

• To select more than one specific job (or other filter), select the first one, and it is copied to the field to the right of the Search field. As you select each subsequent job (or other), it will append to the string on the right side, delimited by a comma.
• To enter a range of search criteria, enter it into the field to the right of the search field, and use a colon to separate the lowest and highest value. For example, enter 400001:400005 to include all jobs from 400001 to 400005.
• You can use wildcards to include a specific group of criteria. For example:
• 00* includes all codes with a string starting with 00
• 1* includes all codes with a string starting with 1
• *0 includes all codes ending in 0.

You can also filter the output using the job flag — open, closed or finalised jobs, and job trees.

Include sub jobs

Select this option to include sub jobs in your selection.

Search Now

Click this button to display the jobs based on your selection. Jobs that match the search criteria display in the table.

Selected

Select the option for each job whose costs to finalise.

Select All

Click this button to select all the jobs displayed in the table.

Unselect All

Click this button to deselect all the jobs displayed in the table.

Finalise Costs

Click this button to finalise costs for the selected jobs.

Note: When a cost is finalised, the WIP value that displays in the Job Summary is reduced by the value of the cost(s).