Complete Job & Schedule Remaining Work

The new Complete Job & Schedule Remainder option allows users to manage Activities after job completion and before all planned work is performed by completing the current Activity and automatically scheduling the remaining work as a Follow-Up Activity.

What's New?

Complete Job & Schedule Remainder – A new ‘Complete Job & Schedule Remainder’ option has been introduced in the Workflow Status dropdown. It appears after the Activity is moved to Ended status and can also be accessed once the status is set to Completed. When selected, Results will:

  • Automatically create a new Activity for the remaining work.
  • Link the new Activity back to the original Activity as its Parent Activity.
  • Carry over the same Sales Order group, sequence number, and other relevant Activity details, eliminating the need to re-enter information and supporting the creation of the new T&M Invoice.
  • Prompt the user to select the date and time for scheduling the remaining work.

Automatic Remaining Duration Calculation – Results automatically determines the duration for the Follow-Up Activity based on the available Sales Order or Activity information.

  • If a Linked Sales Order Line Item exists and its Unit of Measure is Hour, the Line-Item Quantity determines the planned duration.
  • If no Linked Sales Order Line Item is available, the system uses the Activity Type’s standard duration.
  • Results calculates the Duration for the Follow-Up activity by subtracting the time already logged on the original Activity from its planned duration. The remaining time is automatically set as the Duration of the new follow-up Activity.

Why This Matters?

      • Easily Manage Incomplete Work – Complete the current job while automatically scheduling any remaining work, rather than manually creating a Follow-Up Activity or creating very long Pauses for the Job.
      • Save Time – Sales Order, Activity, and scheduling details are automatically transferred, minimizing repetitive data entry.
      • Accurate Remaining Duration – The system calculates the remaining work based on the original planned duration and time already logged.
      • Maintain Activity History – The new Activity is associated with the original as its Parent Activity, forming a clear link between the finished work and what remains scheduled.
      • Improve Scheduling – Select the required date and time for the remaining work and let Results automatically create and schedule the Follow-Up Activity

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