As of version 22.02, Dispatch form Extended Menu contains a “Check Dispatch Close” option.  This process will run a series of checks and prevent putting a call in POST status unless the Call can be closed based on the dispatch close logic.  This works similarly to Check Project Close–it will present a Modal listing any close errors on a Dispatch, but the close errors will present as error messages, instead of a grid.

Note:  There will be no zoom function on the error handling form, but it will indicate which record is preventing close.

Checks on the Check Dispatch Close:

• Check for linked GL Journal Entry (See Check Project Close logic)
• Check for unpaid expenses
• Check for open Quote/Orders
• Check for RMATestQ items that have not yet been processed
• Check for RMA items that have not yet been processed
• Check for invoices that are not posted
• Check for PO’s that have been received but not vouchered
• Check for PO’s that have line item that have not yet been received
• Check for vouchers that have not been posted
• Check for Orders’s that have line item(s) that have been picked
• Check for Orders’s that have line item(s) in DATAENTRY status
• Check for linked Unposted time bills

Note: User must have HELPDESK permission to access this menu option.

In addition, General Codes for Call Status that have the value for “Closing Entry” set to Y, will not allow a call to move to that status if the closing logic fails. This may prevent a call from programmatically moving to a status if a final invoice is created but not yet posted. Users may need to adjust their workflow to take advantage of this feature.