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Month-End Audit: WIP Jobs Ready for Closure

Avatar photoCustomer Questions & Answers 7 replies

For our month-end close, we need to generate a list of completed WIP jobs that are eligible for closure. They must meet variance tolerances, have no open material requirements, and no stuck transactions. Which report provides this filtered list?

7 replies

  • Support Enginatics

    You should use the CAC WIP Jobs Eligible for Closing report. This report specifically filters for jobs with status ‘Complete’, within variance tolerances, and without open requirements, unearned OSP charges, or stuck interface transactions.

  • Avatar photoCustomer

    What parameters define the tolerance levels for closure?

  • Support Enginatics

    The ‘Variance Amount Threshold’ (maximum absolute variance allowed) and the ‘Variance Percent Threshold’ (based on WIP Job Balance / WIP Costs In) are both required parameters.

  • Avatar photoCustomer

    We need to ensure that when checking for open component requirements, the report correctly handles scrap quantities and bulk supply items. How are these controlled?

  • Support Enginatics

    Both ‘Include Scrap Quantities’ and ‘Include Bulk Supply Items’ are required parameters. Setting ‘Include Scrap Quantities’ to ‘Yes’ counts scrapped assemblies with completed units, and setting ‘Include Bulk Supply Items’ to ‘No’ excludes bulk WIP supply types from the component requirements check.

  • Avatar photoCustomer

    If I need the opposite—a list of completed jobs that are *not* eligible for closure—which report is available?

  • Support Enginatics

    The CAC WIP Jobs Not Eligible for Closing report identifies jobs that exceed tolerances, have uncompleted assemblies, open requirements, or stuck transactions.

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