Close Transactions

Use the close work order transaction to close a work order from all additional transaction postings. After a work order is closed, no additional transactions can be posted to the work order. In addition, all remaining components committed for this work order and remaining time commitments for work centers and tools are relieved. After a work order is closed, it cannot be reopened for additional activity. Each line entered on the Work Order Transaction Entry Lines tab represents a closed work order. As a work order is entered, header information appears for verification purposes.

When a close work order transaction is updated, the work order status is changed to closed. Any remaining costs for the work order are cleared from the Work-In-Process general ledger accounts and debited to the appropriate scrap accounts. If there are any remaining component items committed for this work order, the Quantity Required for Work Order field for the component items in the Inventory Item Warehouse Detail file is reduced by the quantity committed. The Quantity on Work Order field for the original planned item code is reduced by any unfinished quantity for the work order.

Closed work orders can be viewed using Work Order Inquiry until they are purged using Work Order Purge. Closed work orders are retained for the number of days entered in the Number of Days to Retain Closed Work Orders field in the Work Order Options window. In addition, you can specify whether the retained work orders will be detailed or not by selecting or clearing the Retain Work Order Line Detail check box in the Work Order Options window. If the check box is cleared, only work order header information is retained, saving disk space.

After a close work order transaction is recorded for a work order, you can select the following reports to print as part of the Completion/Close Selection process.

Close Missing Cost Report

Close Work Order Cost Ledger

Close Variance from Standards Report

Note Print these reports before closing a work order.

For more information, see:

Work Order Transaction Entry

Account Maintenance