To close Discrete jobs using Submit Requests:Job close requests can be submitted using concurrent or scheduled processing. See: Overview of Standard Request Submission.
The close requirements for the concurrent program are the same as when using the Close Discrete Jobs window. See: Overview of Discrete Job Close. In the concurrent program, you can also use criteria for closing jobs based on a range of accounting classes, job numbers, and dates - including release, scheduled start, and completion dates. You can also close jobs as of a specific date, rather than the date the program is executed.
To close Discrete jobs using Submit Requests:Navigate to the Close Discrete Jobs window using the Close Discrete Jobs (SRS) menu option. The Parameters window appears.
Select an accounting Class Type.
The options are Standard Discrete, Repetitive Assembly, Asset Non-standard, Expense Non-standard, Standard Lot Based, Maintenance, and Expense Non-standard Lot Based.
If you do not select a class type, the system closes job for all class types. If you select a class type, you can only select accounting classes of that class type.
To select a range of accounting classes, select values in the From and To Class fields.
If you do not select a To Class, all jobs from the From Class forward are closed. If you do not select a From Class, all jobs through the To Class are closed.
To select a range of jobs, select values in the From and To Job fields.
To close a single job, use the same From and To Job value. The From Job value defaults into the To Job field, eliminating accidentally closing all jobs forward from the one selected.
To select a range of job release dates, select values in the From and To Job Release Date fields. Use the same value in the From and To fields if you only want one date.
To select a range of scheduled job start dates, select values in the From and To Job Start Date fields. Use the same value in the From and To fields if you only want one date.
To select a range of dates for Date Completed, select values in the From and To Job Completion Date fields. Use the same value in the From and To fields if you only want one date.
Select a job Status
You can only close jobs with one with the following statuses: Cancelled, Complete, Complete - No Charges, Failed Bill Load, Failed Close, Failed Routing Load, On Hold, Release, or Unreleased. See: Discrete Job Statuses.
Exclude Reserved Jobs parameter provides the option to exclude or include jobs linked to sales orders from the processing. The default value is Yes.
Exclude Un-Completed Jobs parameter provides the option to exclude or include jobs having a status other than Complete from the processing.
If the value selected is Yes - jobs in this submission with a status other than Complete are ignored and will not process.
If the value selected is No - jobs with a status other than Complete are processed, and the job status changes to Failed Close. See: Viewing Pending Job Transactions.
Exclude Jobs with Pending Trans parameter provides the option to exclude or include jobs with pending transactions during the close process.
If the value selected is Yes - jobs in this submission with pending material, resource, move, or uncosted material transactions are ignored and will not process.
If the value is set to No - jobs in this submission with pending material, resource, move, or uncosted material transactions are included in the process. The job status changes to Failed Close.
Select a Report Type.
Reports are printed after the close process computes job close variances. The Discrete Job Value Report is printed when standard discrete jobs and non-standard asset jobs are closed - in summary or detail based on the Report Type option specified. The Expense Job Value Report is printed when expense non-standard jobs are closed and is always printed in detail format regardless of the Report Type option specified. See: Discrete Job Value Report and Expense Job Value Report.
Report Type options and formats are as follows:
Summary: Lists each job and includes job header, period-to-date summary, and cumulative-to-date summary information. The system also lists summary elemental account values for each job.
Detail using planned start quantity: Lists each job using the planned start quantity of the job to calculate the material usage variance. A detail report includes the following: job header, material, resource, resource-based and move-based overhead costs, completion, scrap, and job close variance transactions. It also includes period-to-date and cumulative-to-date summary information.
Detail using actual completion quantity: Lists each job using the actual completion quantity of the job to calculate the material usage variance. A detail report includes the following: job header, material, resource, resource-based and move-based overhead costs, completion, scrap, and job close variance transactions. It also includes period-to-date and cumulative-to-date summary information
No Report: Does not print a report.
In the Actual Close Date field, you have the option to enter a date other than today's date. This enables you to close jobs as of a specific date, rather than the date the program is executed.
Choose OK.
Submit the close request. See: Submitting a Request.
Jobs that meet the criteria entered are closed when your request is run.
You can check the status of close requests using the Concurrent Requests window. See: Concurrent Requests.
