[JC] How to Soft or Hard Close a Job

Created by Crystal Ann Harvey, Modified on Wed, 27 Aug at 10:46 AM by Crystal Ann Harvey

Steps

The process herein would be correct for both Soft-Closed and Hard-Closed Contracts.

To soft close a job you would go to:

1. JC Contract Close and create a new batch in the month you would like to close your Contract/Job


2. Tab off the 'Batch Seq' field to add the contract to the batch


NOTE: Verify that the Close Date and Status are correct. (Final Close = Hard Close)


3.  Go to File > Process Batch and Validate your batch


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