# Manage Job Statuses

##### **Job Statuses**

Job statuses indicate the current stage of a job, helping users track progress, manage workflows, and ensure accurate reporting.

<table border="1" id="bkmrk-status-details-notst" style="border-collapse: collapse; width: 100%; height: 353.938px;"><colgroup><col style="width: 30.1853%;"></col><col style="width: 69.9383%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Status**</td><td style="height: 29.7969px;">**Details**</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">NotStarted</span>**</td><td style="height: 29.7969px;"><div>The job has been created but not yet begun. It is unmanaged and has no active work or progress. </div></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Started**</td><td style="height: 29.7969px;"><div>The job is in progress. This typically means managed lines have been added or work has commenced. </div></td></tr><tr style="height: 57.7812px;"><td style="height: 57.7812px;">**<span class="ts0">Completed</span>**</td><td style="height: 57.7812px;"><div>The job has been finished and closed.  
A final invoice will usually trigger the job to move to this status.</div></td></tr><tr style="height: 57.7812px;"><td style="height: 57.7812px;">**<span class="ts0">Closed</span>**</td><td style="height: 57.7812px;"><div>- The job has been manually closed.
- This may occur if the job is no longer required, the customer is no longer active, or costs (such as stock or labour) cannot be recovered.
- Jobs are closed using the **Job Close** function.

</div></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Cancelled**</td><td style="height: 29.7969px;">- <span class="ts0">Job is cancelled</span>
- <span class="ts0">Job created was a mistake</span>
- <span class="ts0">Job was NotStarted and needs to be taken off the list</span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**JobBOM**</td><td style="height: 29.7969px;"><div>The job is being used to produce a **Bill of Materials**.  
In this case, the job acts like a “recipe” to build or assemble a final product from components.</div></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**InProcessing**</td><td style="height: 29.7969px;"><div>An error has occurred while completing the job, usually during invoicing.  
These jobs should be reviewed and corrected.  
To resolve, manually close the job and update the status to **Completed**, **Closed**, or **Cancelled** as appropriate.</div></td></tr></tbody></table>

When running reports, you can filter jobs based on their status, such as **Started** or **Completed**.

<div id="bkmrk-started-jobs-%E2%80%93-these">- **Started Jobs** – These are active jobs that are currently in progress
- **Completed Jobs** – These are jobs that have been finished and closed

</div>This allows for accurate tracking of work in progress versus completed work.

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3733).png)

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##### **Correcting an Incorrect Job Status**

If a job has been closed or marked with the wrong status, it can be corrected by updating the job status.

<div id="bkmrk-you-can-toggle-betwe">- You can **toggle between Closed and Completed** as required
- To make this change, navigate to **Job History** and update the status accordingly

</div>This ensures the job reflects the correct stage for accurate tracking and reporting.

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3734).png)

<span class="ts0"> </span>

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#####  

##### **In Processing Status Change**

This status occurs when an issue arises during invoicing, preventing the job from being completed.

Typically, the invoice has processed correctly, but the job has failed to update to a completed status.

To correct this:

<div id="bkmrk-manually-close-the-j">- Manually **close the job**
- Update the status to **Completed**

</div>This ensures the job is properly finalised for accurate reporting and tracking.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/scaled-1680-/6Ryimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/6Ryimage.png)

<span class="ts0"> </span>

<span class="ts0"> </span>

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#####  

##### **<span class="ts15">Job Manage status search</span>**

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Job Costing &gt; Activity &gt; Manage Job</span>**</span>

<span class="ts0">Due date colours is based on Completion date to current date</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2258).png)

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##### **Job Status Line Due Date**

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Job Costing &gt; Activity &gt; Manage Job</span>**</span>

Due date colours are based on the **Completion Date compared to the current date**.  
These visual indicators help quickly identify whether a job is on track, approaching its deadline, or overdue.

<div id="bkmrk-icon-details%C2%A0-past-3"><table class="tbl1"><tbody><tr class="row0"><td class="cell0"><span class="ts11">Icon</span>

</td><td class="cell1"><span class="ts14">Details</span><span class="ts14"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2869).png)

</td><td class="cell3"><span class="ts12">Past 30 days from Due date based on current date</span><span class="ts12"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2883).png)

</td><td class="cell3"><span class="ts12">Before 30 days from due date based on current date</span><span class="ts12"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2882).png)

</td><td class="cell3"><span class="ts12">Past 7 days from the Due date based on current date</span><span class="ts12"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2893).png)

</td><td class="cell3"><span class="ts12">Due date is on today’s date</span><span class="ts12"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2881).png)

</td><td class="cell3"><span class="ts12">Future 7 days from current date to due date</span><span class="ts12"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2864).png)

</td><td class="cell3"><span class="ts12">Anything after 7 days up to 30 days in the future</span><span class="ts12"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2867).png)

</td><td class="cell3"><span class="ts12">After 30 days in the future</span><span class="ts12"> </span>

</td></tr></tbody></table>

</div><div id="bkmrk--6"></div><span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2955).png)

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##### **Job Status Lines Indicators**

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Job Costing &gt; Activity &gt; Manage Job</span>**</span>

Line statuses provide a clear visual way to track progress by comparing planned (budgeted) quantities against actual usage, while also indicating whether a line has been completed. These colour-coded indicators make it easy to quickly see if a line is on track, completed, or exceeding plan.

<div id="bkmrk-icon-%C2%A0-details%C2%A0-not-"><table class="tbl1"><tbody><tr class="row0"><td class="cell0"><span class="ts11">Icon</span>

</td><td class="cell6"></td><td class="cell7"><span class="ts14">Details</span><span class="ts14"> </span>

</td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2872).png)

</td><td class="cell8"><span class="ts0">Not Started</span>

</td><td class="cell9">No activity has been recorded on the line.

<div>- No quantities have been allocated or processed
- The line has not been worked on yet
- Serves as a clear indicator that action is still required

</div></td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2873).png)

</td><td class="cell8"><span class="ts0">In Progress</span>

</td><td class="cell9">**In Progress (Green)**  
Work has begun and the line is actively being managed.

<div>- Quantities are being used or updated
- Actual usage is still below the budgeted amount
- Indicates the job is progressing as planned

</div></td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2956).png)

</td><td class="cell8"><span class="ts0">Qty Reached</span>

</td><td class="cell9">**Qty Reached (Blue with Tick)**  
The planned work has been completed exactly as expected.

<div>- Actual quantity equals the budgeted quantity
- No overuse or shortfall
- The tick confirms the target has been met

</div></td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2957).png)

</td><td class="cell8"><span class="ts0">Qty Exceeded</span>

</td><td class="cell9">The line has gone beyond the original plan.

<div>- Actual quantity is greater than the budgeted amount
- May indicate additional usage, cost overruns, or scope changes
- Should be reviewed for accuracy or approval

</div></td></tr><tr class="row0"><td class="cell2">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2958).png)

</td><td class="cell8"><span class="ts0">Is Complete</span>

</td><td class="cell9">The line has been manually marked as finished.

<div>- No further updates are expected
- Confirms the line is finalised, regardless of quantities

</div></td></tr></tbody></table>

</div>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2955).png)

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##### **Manage Line Status Indicators**

**<span class="ts2">Job Line Status Word</span>**

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Job Costing &gt; Activity &gt; Manage Job</span>**</span>

<span class="ts0"> </span><span class="ts0">Line status comes in three types</span>

### **Line Status Types**

<div id="bkmrk-not-started-%28red%29the">- **Not Started (Red)**  
    The line has not yet been actioned. No work or quantities have been recorded.
- **Started (Green)**  
    The line is actively in progress. Work has begun and is being managed.
- **Completed (Blue)**  
    The line has been finished. All required work has been completed and marked accordingly.

</div><span class="ts0"> </span><span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2261).png)