How You Update Work Order Status
You can use status of a work order to manage the work order through its entire lifecycle. Work orders are generally created in the Unreleased status. After editing the work order details, you can update the status to Released, or a user-defined equivalent status value. This will transition the work order from a scheduling to execution. Once Released, Maintenance Technicians can use the maintenance dispatch list to review the work order operations and report various transactions.
Once released, you can also update the work order status to On Hold or Canceled. Upon executing the work order, when the last operation is completed, the work order is automatically updated to a Completed status. You then update the status of the work order to Closed.
This table lists the valid status transitions allowed for a work order. These rules also apply to user-defined equivalent status values.
From Status |
To Status Unreleased |
To Status Released |
To Status On Hold |
To Status Completed |
To Status Closed |
To Status Canceled |
---|---|---|---|---|---|---|
From Status Unreleased |
Not applicable |
Allowed |
Allowed |
Not allowed |
Allowed |
Allowed |
From Status Released |
Conditionally allowed Updating the work order status from Released to Unreleased isn't allowed when transactions or pending transactions against the work order exist. |
Not applicable |
Allowed |
Allowed only by application |
Conditionally allowed Updating the work order status from Released to Closed isn't allowed when pending transactions against the work order exist. |
Allowed |
From Status On Hold |
Conditionally allowed Updating the work order status from On Hold to Unreleased isn't allowed when transactions or pending transactions against the work order exist. |
Allowed |
Not applicable |
Not allowed |
Conditionally allowed Updating the work order status from Released to Closed isn't allowed when pending transactions against the work order exist. |
Allowed |
From Status Completed |
Not allowed |
Allowed only by application |
Not allowed |
Not applicable |
Allowed |
Not allowed |
From Status Closed |
Conditionally allowed Updating the work order status from Closed to Unreleased is only allowed when any of the Released, Completed, or Canceled dates weren't available on the work order. |
Conditionally allowed Updating the work order status from Closed status to Released is only allowed if there is a Released Date but no Completion or Canceled date on the work order. |
Not allowed |
Conditionally allowed Updating the work order status from Closed to Completed status isn't allowed when the completion date isn't available on the work order. |
Not applicable |
Conditionally allowed Updating the work order status from Closed to Canceled isn't allowed when the canceled date isn't available on the work order. |
From Status Canceled |
Conditionally allowed Updating the work order status from Canceled to Unreleased isn't allowed when transactions or pending transactions against the work order exist. |
Allowed |
Allowed |
Not allowed |
Conditionally allowed Updating the work order status from Canceled to Closed isn't allowed if any pending transactions against work order exist. |
Not applicable |
The following table summarizes the work order status change rules specific to supplier operations:
From Status |
To Status Unreleased |
To Status Released |
To Status On Hold |
To Status Completed |
To Status Closed |
To Status Canceled |
---|---|---|---|---|---|---|
From Status Unreleased |
Not applicable |
Purchase requisition creation initiated, if eligible. |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
From Status Released |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
Change Management Action: Attempt canceling the associated purchasing documents as appropriate. If not successful, report a work order exception. |
Change Management Action: Attempt canceling the associated purchasing documents as appropriate. If not successful, report a work order exception. |
From Status On Hold |
Not applicable |
Creation of purchase requisition is initiated, if eligible. |
Not applicable |
Not applicable |
Change Management Action: Attempt canceling the associated purchasing documents if open. If not successful, report a work order exception. |
Change Management Action: Attempt canceling the associated purchasing documents as appropriate.If not successful, report a work order exception. |
From Status Completed |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
Change Management Action: Attempt canceling the associated purchasing documents as appropriate. If not successful, report a work order exception. |
Not applicable |
From Status Closed |
Not applicable |
Purchase requisition creation initiated for eligible quantity, if applicable. |
Not applicable |
Purchase requisition creation initiated for eligible quantity, if applicable. |
Not applicable |
Not applicable |
From Status Canceled |
Not applicable |
Purchase requisition creation initiated, if applicable. |
Purchase requisition creation initiated for eligible quantity, if applicable. |
Not applicable |
Not applicable |
Not applicable |