Marking Work Orders Closed

For some work orders you may want to show the items as being assembled without completing all the steps. In such a case you can skip the steps and mark the order as closed.

When you mark an order as closed, the required items are marked closed and added to inventory.

Note:

Associated variances are created when you mark an order built. For information about variances, see Using Item Records.

To mark a work order closed:

Go to Transactions > Manufacturing > Close Work Orders.
In Primary Options and Criteria, complete the following:
1. Select the Posting Period you want to post this transaction to. You cannot post to a closed period.
2. Enter a transaction Date.
3. Select a transaction Location.
4. Select an assembly Item to filter the list and show only work orders for the item.
5. Select a Customer to filter the list for transactions associated with the customer. Select All to show all transactions.
6. Check the Include In-Process Work Orders box to include work orders with In Process and Built status.
7. In the Under-Produced Variance Tolerance (%) field, enter a percentage to close only orders that produced less than planned. This helps you determine whether to keep some orders open because they haven't produced enough finished product.
  
  Order variance calculation: (quantity ordered - quantity built/quantity ordered) = variance percentage
  
  Entering a percentage in this field filters the list of orders to close to show only orders with a variance lower than the percentage entered.
8. In the Production Variance Tolerance (%) field, enter a percentage to filter orders with a specific value variance.
  
  Order variance calculation: absolute value (remaining WIP value / WIP of assembly) = variance percentage
  
  Entering a percentage in this field filters the list of orders to close to show only orders with a variance lower than the percentage entered.
In Date Range Criteria, choose from the following:
- To filter by an order date range, enter a beginning date in the Order Date From field. Enter an end date in the Order Date To field.
- To filter by a production start date range, enter a beginning date in the Production Start Date From field. Enter an end date in the Production Start Date To field.
- To filter by a production end date range, enter a beginning date in the Production End Date From field. Enter an end date in the Production End Date To field.
In Orders, complete the following:
1. Check the Close box next to each order to be closed.
2. Verify the quantities and variances displayed for each order.
3. Click Submit.

To mark a work order closed:

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