Job close
Reconcile completed work and remaining obligations, authorize the final cost review and preserve a useful benchmark for repeat quotes.
6 stages · 2 approvals
Roles and responsibilities
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Step 1Establish readiness
Job NumberJob TypeCustomerPartSplit
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Step 2Check completeness
Ticket NumberEmployeeWork CenterJob
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Step 5Authorise close
Job NumberJob TypeCustomerPartSplit
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Establish readiness
Production Manager identifies the correct close path. Customer and recovery demand must be dispatched, approved short-closed or transferred to a named successor. Internal work needs accepted completion and internal disposition; a component needs its accepted parent transfer. Customer-billed tooling also needs its agreed billing reconciliation.
Check completeness
Production Manager brings together posted tickets and material issues, inspections, NCRs, outside custody and supplier commitments. Office Manager provides the billing and credit position. Unresolved obligations remain visible until resolved or explicitly transferred with owner review; an unexplained missing receipt cannot disappear because a job appears finished.
Approval required
Approve remaining costs
Shop Owner reviews late supplier differences, freight and other manual cost requests against their source evidence and existing postings. Approval freezes the amount and reason before one posting. A charge already included in an outside receipt is not added again as a manual expense.
Review variance
Production Manager compares original and current approved estimate with signed actual cost by type and operation, involving Estimator where the plan missed. The review separates extra effort, rate changes, material usage, outside service and genuinely incremental rework. Scrap attribution explains existing cost rather than adding it again.
Approval required
Authorise close
Shop Owner decides against the complete frozen review basis. Production Manager prepares the packet but cannot inherit the final signature. Required independent-person review or a permitted recorded owner exception applies. Close freezes the job; late corrections follow a linked Adjustment path instead of reopening posted history.
Improve the next quote
Estimator reviews the owner-approved root-family benchmark and proposes routing changes where the history supports them. Last job cost retains its nonzero unique accepted-good quantity and source family. A split, remake, component or Adjustment job cannot silently replace that reference with an unrelated unit cost.
Approvals and exception handling
2 approvals required in this process
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Approve remaining costs
Shop Owner signs when required · review variance waits
JobCostEntries, ApprovalDecisions -
Authorise close
Shop Owner signs · improve the next quote waits
Jobs, ApprovalDecisions, JobSnapshots - Shipped is not a complete close testInternal, component, cancellation and recovery paths each need their own completion or accountable-transfer evidence.
- Only a true component transfer moves accepted quantityCost into the parent requirement. Balanced entries preserve the combined amount; a generic parent link does not roll every child cost up again.
- A split redistributes the original demandSales value and approved cost share. Customer Margin consolidates the family once, including recovery and linked adjustments.
- Signed posted history includes compensated originalsTheir linked negative legs once. Marking an original Reversed must not exclude it and subtract its reversal again.
- Frozen actual rates preserve the worked-time or approval-time policy. Matching estimated hours alone does not eliminate rate or employee-override variance.
- Unknown financial outcomesUnresolved supplier custody remain explicit. A close decision cannot claim a bank response or a returned lot that has no evidence.
- Later costs remain linked to the original customer-job family while its original closed result and benchmark stay identifiable.
When the process needs attention
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shortage
Establish readiness
Customer and recovery demand must be dispatched, approved short-closed or transferred to a named successor.
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exception
Authorise close
Required independent-person review or a permitted recorded owner exception applies.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Establish readiness | JobsJobAllocationsJobTransfersBillingObligations | Select the valid completion basis |
| 2 Check completeness | TimeTicketsMaterialIssuesOutsideDispatchesReceiptsNonConformancesInvoices | Reconcile remaining obligations |
| 3 Approve remaining costs | JobCostEntriesApprovalDecisions | Post evidenced approved differences once |
| 4 Review variance | JobSnapshotsJobCostEntriesScrapCostAllocationsTimeAllocations | Preserve the cost explanation |
| 5 Authorise close | JobsApprovalDecisionsJobSnapshots | Freeze the reviewed job |
| 6 Improve the next quote | PartsPartRoutingsPartRoutingOperations | Retain the benchmark and propose improvements |
Process reports
All reportsScrap and Rework
Unique first-pass input/good/scrap physical quantities from ProductionEvents by cause, job and work centre, with rejected/reworked units shown separately. Scrap rate uses scrapped first-pass units divided by original first-pass input; reinspections/rework cycles are not new input. Cost is ScrapCostAllocations plus genuinely incremental rework expense, with source overlaps eliminated, not an extra ledger charge.
Job Cost Summary
Original release JobSnapshots and current approved per-type/operation estimate against signed posted JobCostEntries, with operational gross cost and balanced transfer effects separately identified. Include compensated originals plus negative legs once. Unknown/unposted amounts remain visible; no zero-margin calculation when sell price is zero.
Late and At-Risk Jobs
Open active customer obligations against original and current approved due dates; estimate remaining path using confirmed resource capacity, material/inspection holds and outside promises. Show unknown duration/calendar as unresolved risk; this is a planning estimate, not a delivery guarantee.
Labour Efficiency
Net approved allocated labour Setup/Run hours against the original/current estimated hours for comparable quantities; MachineHours and Rework are separate. Indirect time by code is included separately, never posted to a job. Preserve worker/work-centre and rate basis; zero estimate yields unavailable ratio, and overlapping tickets cannot create extra employee hours.
Receivables Ageing
Positive finalized issued invoice Balance as of a stated date in current, 1–30, 31–60, 61–90 and over-90 days past due. CreditMemo availability and retained unapplied cash appear separately by customer; Draft/Void invoices, unconfirmed refunds and repeated events do not change balances. Prior deposit/progress billing remains a receivable until settled, even after offset on the final bill.
Customer Margin
Accepted sales value and signed actual cost of completed customer-job families, consolidating root/splits/remakes/returned rework and linked Adjustment costs once. True component/internal jobs have no duplicate customer revenue; balanced child transfers cancel in consolidated cost. Show incomplete family/recovery work separately and preserve closed original values alongside later adjustments.
Run by an agent
Agent support
An agent cannot turn preparation into a required human approval. Margin exceptions, controlled purchases, production release, ticket approval, quality decisions and job close follow their configured authority. Automatic policy paths must be explicitly defined; an agent role does not create a bypass. Access to a record does not permit changing a released traveler, spending reserved stock or rewriting a posted amount.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› job close · establish readiness on Jobs, JobAllocations, JobTransfers, BillingObligations
✓ Production Manager identifies the correct close path.
› job close · check completeness on TimeTickets, MaterialIssues, OutsideDispatches, Receipts, NonConformances, Invoices
✓ Production Manager brings together posted tickets and material issues, inspections, NCRs, outside custody and supplier commitments.
› job close · approve remaining costs on JobCostEntries, ApprovalDecisions
⏸ approval when required · waiting for the shop owner
# 3 more stages after approval: review variance, authorise close, improve the next quote
Other processes
5 moreQuote to job
Turn the customer RFQ into a reviewed offer and a released job with the right drawing, traveler and material plan.
7 stages · 2 approvals
Release to ship
Move released work through production, reviewed time and quality checks into a traceable customer shipment.
9 stages · 3 approvals
Outside processing
Follow each lot through its supplier order, outbound custody, partial return and quality acceptance.
7 stages · 2 approvals
Change orders
Review changes against the work already done, authorize their cost and customer impact, and release a clear revised traveler.
6 stages · 1 approval
Non-conformance and rework
Contain affected pieces, authorize the recovery plan and keep quality, quantity and cost evidence connected.
7 stages · 3 approvals