[JC] What is the difference between Soft and Hard Closed Jobs?

Created by Crystal Millington, Modified on Mon, 29 Dec at 10:58 AM by Crystal Millington

Soft Closed:

  • Contract and job status is set to Soft Close.

  • If Allow posting to soft-closed jobs is enabled (JC Company Parameters > Info tab), costs posted will update the open GL accounts for each contract item. If not enabled, posting costs or billed amounts is not allowed.

  • You can still receive payments in AR and release retainage on existing bills.

Hard Closed:

  • Contract and job status is set to Hard (Final) Close.

  • If Allow posting to hard-closed jobs is enabled, costs posted will update the closed GL accounts for each contract item. If not enabled, posting is not allowed.

  • Receiving payments and releasing retainage on existing bills is still allowed.

  • If the GL Close Interface is set to summary or detail, all existing detail moves from open to closed accounts.

  • Status can only be changed back to Soft Close or Open if no cost or revenue detail exists for the contract.

Note: To view closed jobs, use F4 Lookup in the Project/Job or Contract field and select “All Jobs” instead of “Open/Pending Jobs.”


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