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After a Service Job has been fully Processed, the cost Internally have been charged and Processed and the Customer has been Re-Charged or has settled the Amount owed, then we get to the stage where we have to allocate the Margin before we can Close the Job to make it complete and final. Now the current Job Balance at this stage will represent the Margin. In this case we can see that we have a Job Balance of R286.03. This is a minus, therefore a Profit. When we compare that to the Costed Margin, we are making slightly less than originally anticipated. Now we can go and choose the Allocated Margin Option.

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The System informs us of the result on this Job, i.e. the Profit that will be allocated and when we choose “Allocate” then this transaction is performed automatically.

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And now, if we look at the Performance Indicators again, then we can see that the allocated Margin had been processed and the Job Balance now is Zero, which means that we will be able to close this Job.

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