Closing JC Contracts - JC Contract Close

Monthly, completed jobs should be soft closed. These are jobs on the prior month WIP that are 100% complete, all costs have been posted, and billing is complete. Retainage can be outstanding on soft closed jobs.

At the end of each year, all soft closed jobs for the year that have no outstanding retainage should be hard closed.

In order to close JC Contracts, you must use the JC Contract close program in Vista, or you will get the following error message:

To close the contract in JC Contract Close, perform the following steps:

1. Open the JC Contract Close program, found in JC Programs
2. Create a batch in the month you would like to close the Contract in. 
3. Add records to the batch for each Contract you would like to close, and select whether you would like to Hard (Final) Close or Soft Close. Soft close jobs that are 100% complete, all costs have been posted, and billing is complete. Hard close jobs December 31 of each year that do not have outstanding retainage.
    
4. Navigate to File > Process Batch, Validate the batch, and hit Post.
5. You are done! Your Contracts are now closed.