<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/ti/pcs/tipcs2250m000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Close Project (tipcs2250m000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to close projects whose production and financial processes have been completed. Final project results are calculated when projects are closed.</Paragraph>
		</AimSection>
		<GeneralSection><Paragraph>Before a project is closed, SSA ERP checks the current status of the project. Only projects with the status <GUIRef href="/baanerp/tc/domains/psts#finished" role="enum">Finished</GUIRef> can be closed.</Paragraph>
			<List><ListIntro>SSA ERP checks that:</ListIntro>
				<ListItem>All subprojects have the status <GUIRef href="/baanerp/tc/domains/psts#closed" role="enum">Closed</GUIRef>, if there is a main project.</ListItem>
				<ListItem>All production orders for the project are closed.</ListItem>
				<ListItem>All purchase orders have the status <GUIRef href="/baanerp/tc/domains/futo#delivered" role="enum">Closed</GUIRef>.</ListItem>
				<ListItem>All purchase receipts have been invoiced, and the invoice matching procedure carried out in the financial accounting.</ListItem>
				<ListItem>All sales orders have been closed with the <GUIRef href="/baanerp/td/sls/tdsls4223m000" role="session">Process Delivered Sales Orders (tdsls4223m000)</GUIRef> session.</ListItem>
				<ListItem>All service orders for the project have been processed in history.</ListItem>
				<ListItem>All transaction hours for the project have been processed.</ListItem>
				<ListItem>No project inventory is still present. The project inventory value cannot exceed the value entered by the users. Remaining inventory less than this value is automatically deleted by SSA ERP.</ListItem>
			</List>
			<Paragraph>If these conditions are not met, SSA ERP does not close the project.</Paragraph>
			<ProcedureList><ListIntro>If the project can be closed, the following steps are taken:</ListIntro>
				<ListItem>Any current inbound and outbound advice for warehousing orders in the <GUIRef href="/baanerp/wh/wmd/whwmd2116s000" role="session">Inventory by Warehouse, Item and Effectivity Unit (whwmd2116s000)</GUIRef> session is deleted.</ListItem>
				<ListItem>Project costs and results are calculated. To do this, SSA ERP automatically starts the <GUIRef href="/baanerp/ti/pcs/tipcs3250m000" role="session">Calculate Cost Prices by Project (tipcs3250m000)</GUIRef> session.</ListItem>
				<ListItem>The project status is changed to <GUIRef href="/baanerp/tc/domains/psts#closed" role="enum">Closed</GUIRef>.</ListItem>
			</ProcedureList>
			<Paragraph>If there is a main project, all subprojects are closed first according to the previous procedure, before the main project is closed.</Paragraph>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/tf/integrations/400000" role="manual">Financial integrations - overview</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/basictasks/000006" role="manual">To use From and To fields</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="cprj.f"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Project</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/ti/glossary/glossary#000023" role="glossary">project</Link>
			</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="currency"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Delete Inventory up to Value</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#Currency.tc" role="glossary">currency</Link> in which the maximum project inventory amount is expressed. If this amount is greater than the value of the inventory, the inventory will be deleted.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="max.st.value"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Delete Inventory up to Value</Title>
			</Header>
			<FuncDesc>Enter the maximum project inventory amount, up to which any project inventory on hand may be automatically deleted from SSA ERP.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="reason"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Reason for Adjustment Orders</Title>
			</Header>
			<FuncDesc>When an order is adjusted, you use a <Link href="/baanerp/dm/glossary/glossary#000011" role="glossary">reason code</Link> to indicate why this was done.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="overwr.bkdate"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Overwrite Posting Date for Project Related Transactions</Title>
			</Header>
			<FuncDesc>If this check box is selected, and a date is present in the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000#book.date" role="formfield">Posting Date</GUIRef> field, then the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000#book.date" role="formfield">Posting Date</GUIRef> can be used as the transaction date for the following integration transactions that are created during closing of the PCS project:</FuncDesc>
			<SimpleSection><List><ListItem>Project (PCS) / Project Surcharges</ListItem>
					<ListItem>Project (PCS) / Cost of Goods Sold (General)</ListItem>
					<ListItem>Project (PCS) / General Results</ListItem>
				</List>
				<Paragraph>However, the previously mentioned integration transactions only use the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000#book.date" role="formfield">Posting Date</GUIRef> in the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000" role="session">Close Project (tipcs2250m000)</GUIRef> session if for the involved PCS project the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000#tipcs030.bkcs" role="formfield">Post on Current Date</GUIRef> check box in the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000" role="session">Project Details (tipcs2130m000)</GUIRef> session is cleared. In that case, the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000" role="session">Close Project (tipcs2250m000)</GUIRef> session overwrites the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000#tipcs030.bkdt" role="formfield">Posting Date</GUIRef> in the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000" role="session">Project Details (tipcs2130m000)</GUIRef> session during PCS project closure.</Paragraph>
				<Paragraph>If this check box is cleared, the transaction date of the previously mentioned integration transactions equals the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000#tipcs030.bkdt" role="formfield">Posting Date</GUIRef> in the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000" role="session">Project Details (tipcs2130m000)</GUIRef> session, if the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000#tipcs030.bkdt" role="formfield">Posting Date</GUIRef> is present. If the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000#tipcs030.bkdt" role="formfield">Posting Date</GUIRef> is not present in the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000" role="session">Project Details (tipcs2130m000)</GUIRef> session, the transaction date equals the moment that you started the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000" role="session">Close Project (tipcs2250m000)</GUIRef> session.</Paragraph>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If the previously mentioned integration transactions are created by the <GUIRef href="/baanerp/ti/pcs/tipcs3250m000" role="session">Calculate Cost Prices by Project (tipcs3250m000)</GUIRef> session before the PCS project is closed, the transaction date is the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000#tipcs030.bkdt" role="formfield">Posting Date</GUIRef> in the <GUIRef href="/baanerp/ti/pcs/tipcs2130m000" role="session">Project Details (tipcs2130m000)</GUIRef> session. This date can be overwritten by the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000" role="session">Close Project (tipcs2250m000)</GUIRef> session.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="book.date"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Posting Date</Title>
			</Header>
			<FuncDesc>The date entered in the <Link href="/baanerp/ti/pcs/tipcs2250m000#book.date" role="formfield">Posting Date</Link> field for projects which are to be closed and for which the <GUIRef href="/baanerp/ti/pcs/tipcs2250m000#overwr.bkdate" role="formfield">Overwrite Posting Date for Project Related Transactions</GUIRef> field is Yes.</FuncDesc>
		</FieldHelp>
	</Fields>
	<FormCommands><CommandHelp ID="continue.process"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Continue</Title>
			</Header>
			<FuncDesc>Executes the process that you set up in this session.</FuncDesc>
		</CommandHelp>
	</FormCommands>
</Session>
