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In the Jobs module in Business Central, the status field controls where a project is in its lifecycle and whether you can post to it. The status field has four values: Planning, Quote, Open, and Completed. A new job defaults to Open, which means it is ready for posting.
Use the Planning status while you are still figuring out resources and items, and the Quote status when you have sent a quote and are waiting for the customer. Use Completed to close the job, which triggers a prompt to calculate work in process. You can reopen a Completed job if you set it to Completed by mistake.
If you want to stop postings on a job that is still Open, use the Blocked field on the General tab instead of changing the status.
The status field controls the progress of a job
In the Jobs module, the status of a project matters a great deal, and the status field sits on the Posting tab on the job card. The main status shows the progress of your job and can take four different values: Planning, Quote, Open, and Completed.
By default, a new job gets the status Open. That means the job is ready for posting and you can start registering entries against it.
Using the Planning and Quote statuses
The Planning status fits the early phase of a job. A typical example is when you still need to create a quote for the customer and you are looking into which resources or items you will need.
The Quote status indicates that you have sent a quote to the customer and are waiting for them to get back to you.
For most jobs, though, the statuses you will actually work with are Open and Completed. Those are the two most people use day to day.
Completing and reopening a job
The Completed status closes the job. When you set a job to Completed, the system prompts you about calculation of work in process and the related closing steps.
If you set a job to Completed and then find out that was not the case, you can change it back. Reopening a completed job is straightforward, so a wrong status is not a problem you are stuck with.
Blocking postings without changing the status
If you want to prevent any postings to a job, you do not have to rely on the status field. Use the Blocked field on the General tab of the job card. This makes sure no entries are posted before the job is ready for it, while you keep the status set to whatever reflects the actual progress.
Q&A
What status does a new job get in Business Central?
A new job defaults to the Open status, which means it is ready for posting.
What are the four job statuses in the Jobs module?
The status field can be Planning, Quote, Open, or Completed.
How do I prevent postings to a job without changing its status?
Use the Blocked field on the General tab of the job card. This stops any entries from being posted while keeping the status unchanged.
What happens when I set a job to Completed?
Setting a job to Completed closes the job and prompts you to calculate work in process and complete the related closing steps.
Can I reopen a job after marking it Completed?
Yes. If you completed a job by mistake, you can change the status back and reopen it.