The Force Close Project tool is designed to help clear historical / older Projects that have not been closed (Sent to Accounts or Cancelled), to help you get back up to date so that you don't have lots of open Projects on your system.
- Only Super Users will have permission to access Force Close Project
- Please Contact CETA and ask for the Project Close Script setting to be enabled
"project_close_script_enabled": true,
WARNING: The Force Close Project script will work through all aspects of a Project making a decision based on the current status, either cancelling or progressing each item until the Project can be Sent to Accounts (see the specific assumptions below) and should not be used to close Projects as part of regular or day to day use.
- You should only use the Force Close Project script to close historical Projects if you accept the assumptions below*
To Force Close Project:
- Open Project
- Project Menu > Force Close Project
- Read the information in the new tab which opens
- Check box to confirm you want to proceed
- Click Close Project (Please Note: This may take some time to complete - do not close or refresh the tab!)
Force Close Project assumptions*:
- Quotes which are New or Awaiting Authorisation will be Cancelled
- Quotes which are Authorised will be Confirmed
- Quotes which are Confirmed will be Completed
- Despatch Notes which are New or Prepared will be Cancelled
- Despatch Notes which are Despatched will be Completed
- Purchase Orders that are New or Awaiting Authorisation will be Cancelled
- Purchase Orders that are Authorised or Goods Received will be Completed
- Library items not attached to a Job will be no charged
- Library items without a valid Service (for stock) will be No Charged
- Despatch Notes not attached to a Job will be No Charged
- Jobs containing only 2nd Pencil bookings will be Cancelled
- Jobs without any Services (bookings, DMG, anything else) will be Cancelled
- Jobs which haven't been actualised will be actualised as per the booked times
- Jobs which are Completed or Hold Cost will be Costed
- Jobs which are not Completed will be Completed & Costed
- Costings which are unallocated will be attached to a new Billing Approval
- Billing Approvals & Reconciliations with no costings attached will be Cancelled
- Unallocated costings (& costings allocated to existing Billing Approvals & Reconciliations) will be attached to a single transaction & reconciled
- Project will be set to Completed, then set to Sent To Accounts
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