Closing Work Orders
To close a work order, complete the following steps:
1 Change the order’s status to Closed. You can do this by setting Close to Yes when completed units are received, or by using Work Order Maintenance (16.1).
Note: When a work order is referenced by a flow scheduled order and you close the flow scheduled order using Flow Schedule Close (17.21.19), the system automatically changes the work order’s status to Closed. You can reopen it using Work Order Maintenance. See
Closing Flow Scheduled Orders.
2 Run Work Order Accounting Close (16.21) to post variances, clear WIP, and close outstanding operations. Execute this program regularly, at least at the end of each fiscal month, for completed orders.
The system prevents component issues and work order receipts for a closed work order. If you want to process inventory for a closed work order, you must change its status back to Released.
The system records the work order close date (the system date). The system also records the user ID of the person who closed the work order.
The work order close date and user ID are captured when the work order is closed through the following:
• Work Order Maintenance (16.1)
• Multiple WO Status Change (16.8)
• Work Order Receipt (16.11)
• Work Order Receipt Backflush (16.12)
• Work Order Operation Backflush (16.19)
Although you are not prompted to enter the work order close date or your user ID, these items are captured by the system and appear automatically on two work order reports:
• Work Order Status Report (16.3.3)
• Work Order History Report (16.3.6)
Work order close and receipt dates are recorded on discrete work orders only. Scheduled and cumulative work orders, created through Repetitive and Advance Repetitive, do not include this functionality.
The work order close and receipt dates do not affect the effective date of the accounting close function. GL period control does not apply to the work order and receipt dates.