Orders are closed out using the End-of-Day process in the Close Orders tab.

Users must have a role of Manager to be able to view and access Closeout functions.

Note - The Closeout process submits each agencies closeout to a queue. The length of time to complete a closeout may vary depending on the number of closeouts in the queue.

Step 1

From the Closeout menu, select Perform End-of-Day. Close Orders tab is displayed

Click Show Orders in Grid button to display available orders to close

Available orders to close will display in Orders to Close table

Note - To exclude order(s) from the close:

1. Click to highlight order in Orders to Close table
2. Click Exclude button  (or click Exclude All button   to exclude all orders from the close process). To move orders back and include in the close, click the Include button   (or Include All button  to include all orders in the close)
3. Order(s) will move to the Orders to Exclude table and will not be included in the close

Note - To move multiple orders - click & hold the Control button while clicking the orders to be moved; this will allow the user to select multiple orders at one time

Click Process Close button

Close job report screen appears while close is processing.

Available Close Reports screen appears when reports have been generated

Click Report image icon to view report required

Selected report appears in a .pdf window. Reports can be printed by clicking the printer icon.

Detail Report:

Summary Report:

Click Approve Close button to continue processing the close

 Close process is complete and payment confirmation displays

Click OK button to confirm close and return to Close Orders screen