Work Order and Rate Schedule Deactivation

You might want to deactivate any work orders or rate schedules that are no longer active or that have been completed. To maintain a record of the work order or rate schedule and its progress, you should close the work order or schedule before you deactivate it. This ensures that quantity information in the JD Edwards EnterpriseOne Inventory Management system and manufacturing accounting information is traceable after you deactivate the work order or rate schedule.

You can use one of these methods to deactivate work orders or rate schedules that you no longer use:

Method	Description
Change its status to closed	When you change the status of a work order or rate schedule to closed, the system identifies the work order or schedule as inactive, but does not delete it. This is the recommended way to deactivate a work order or rate schedule. This method enables you to keep complete historical records of the work order or rate schedule and its associated costing and accounting transactions.
Delete it	When you delete a work order or rate schedule, it is removed from the system entirely. You should complete the work order or rate schedule before deleting it to ensure that manufacturing accounting and inventory information is updated. If you delete a work order or rate schedule before completing it, these records might not be in place. If the quantity completed on the work order or rate schedule is less than the quantity ordered, the system removes the remaining quantity from the Quantity on Work Order field in the Item Location File table (F41021) when you delete the order or schedule. Before you delete or purge a work order or rate schedule from the system, you must first complete the work order and then delete the parts list and routing instructions that are attached to the order. Additionally, you cannot delete a work order or rate schedule if any of these conditions is true: The order number is used as a subledger number in the Account Ledger table (F0911) The work order is a parent order to other work orders Parts have been issued to the work order or rate schedule Labor has been entered for the work order or rate schedule When a work order is in process, you should report completed and scrapped quantities for it before you delete it.
Purge it	When you purge work orders and rate schedules, the system deletes them based on their status code. You can save the purged records in a separate purge table.

Method

Description

Change its status to closed

When you change the status of a work order or rate schedule to closed, the system identifies the work order or schedule as inactive, but does not delete it. This is the recommended way to deactivate a work order or rate schedule. This method enables you to keep complete historical records of the work order or rate schedule and its associated costing and accounting transactions.

Delete it

When you delete a work order or rate schedule, it is removed from the system entirely. You should complete the work order or rate schedule before deleting it to ensure that manufacturing accounting and inventory information is updated. If you delete a work order or rate schedule before completing it, these records might not be in place. If the quantity completed on the work order or rate schedule is less than the quantity ordered, the system removes the remaining quantity from the Quantity on Work Order field in the Item Location File table (F41021) when you delete the order or schedule.

Before you delete or purge a work order or rate schedule from the system, you must first complete the work order and then delete the parts list and routing instructions that are attached to the order.

Additionally, you cannot delete a work order or rate schedule if any of these conditions is true:

The order number is used as a subledger number in the Account Ledger table (F0911)
The work order is a parent order to other work orders
Parts have been issued to the work order or rate schedule
Labor has been entered for the work order or rate schedule

When a work order is in process, you should report completed and scrapped quantities for it before you delete it.

Purge it

When you purge work orders and rate schedules, the system deletes them based on their status code. You can save the purged records in a separate purge table.