Entering Work Order Closes

Use Manufacturing WIP to enter a work order close to finalize the accounting for that order. The work order close reconciles the accounting by reviewing all issues and completions associated with that work order.

To bulk enter work order closes:

1. Go to Transactions > Manufacturing > Close Work Orders.

2. Select the Posting Period.

3. Select the transaction Date.

4. Select a Location.

5. Optionally, select the following to filter the list of work orders:

   • Item

   • Customer

6. To include work orders with In Process or Built status, check the Include In Process Work Orders box.

7. This list includes work orders in Released and Planned status.

   To show only work orders in Built and In Progress status:

   1. Go to Transactions > Manufacturing > Close Work Orders

   2. In the Close Work Orders page, click Customize.

   3. In the Customize Sublist page, click the Additional Filters subtab.

   4. Beside the Status field, check the Include checkbox.

   5. Click Save.

8. In the Under-Produced Variance Tolerance (%) field, enter a percentage to close only orders that produced less than planned.

   This helps determine whether some orders should not be closed because enough finished products have not been produced.

   Order Variance Calculation: quantity ordered - quantity built/quantity ordered = variance percentage

   A percentage in this field filters the list to show only orders that have a variance lower than the percentage entered.

   For example, if order quantity is 10 and built quantity is 5, then the variance percentage is (10-5)/10 = 50%.

   If you enter a tolerance of 60%, this order shows in the list for closing.

   If you enter a tolerance of 10%, this order does not show in the list.

9. In the Production Variance Tolerance (%) field, enter a percentage to filter out orders that have a specific value variance.

   The order variance calculation is: absolute value (remaining WIP value / WIP of assembly) = variance percentage

   A percentage in this field filters the list to show only orders that have a variance lower than the percentage entered.

   For example, the WIP account value is $10, and the cost of building the assembly is $20. Therefore, the variance percentage is (10/20) = 50%.

   If you enter 10% in this field, this order does not show in the list for closing.

   If you enter 60% in this field, this order shows in the list.

10. You can filter the list order by selecting a range of dates.

    If you use demand planning, optionally filter the list by selecting a production start date and end date.

    1. 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.

    2. 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.

    3. 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.

11. Next to all orders you want to close, check the Close box.

12. Click Submit.

Related Topics

Entering a Close for an Individual Work Order

Entering Work Order Issues

Entering Work Order Completions

Using WIP on Work Orders

General Notices