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WO close

Use this function to complete and close firm work orders that are tracked.

This function serves a dual purpose:

  1. You can use it to complete all released products and components, and to close production operations that are still in progress.
  2. You use it to close completed work orders and optionally calculate the cost of the finished products.
Production tracking can be recorded for a completed work order. If the cost of the finished products is not calculated at work order close or the work order was closed in error, the work order can be reactivated to track any remaining quantities. Refer to the Work order reactivation documentation.

Prerequisites

Refer to the documentation on Implementation.

Screen management

You cannot edit a work order.

Home section

Field descriptions
Production site (MFGFCY)
The work order production site.
Work order (MFGNUM)
The work order number. You can only select a firm work order.
WO status (XMFGSTA)
The status of the work order is Firm.

Tab General

This section displays the important details for the selected work order.

Field descriptions
Planning site (PLNFCY)
The planning site. The planning site can be different from the production site.
Release mode (XMFGMOD)

Defines the release mode for the work order.

Complete: The work order has both components and routing operations.

Materials only: The work order has components. It might not have any production operations.

Operations only: The work order has routing operations. It might not have any components.
Released routing (ROUNUM)

The routing used for the product manufacturing process.

The released routing is a product reference, which can be the reference for a manufactured product or a generic reference that's linked to multiple products.
Routing code (ROUALT)
Multiple routings can be defined for a single product. Each routing code can be assigned specific management features. These include restriction of the routing to a specific site and to specific areas of functionality such as for use in a manufacturing environment, for costing, or for capacity planning.
Last tracking (TRKLAST)
The date of the last tracking for the work order.
Closing date (CLODAT)
The current date. You can select a different date.

Lead times

Scheduling mode (XSCDMOD)

Defines the scheduling method for the work order.

Backward: With "backward" or upstream scheduling, the system calculates the production start date (Start date field) from the end or required completion date (End date field).

Forward: With "forward" or downstream scheduling, the system calculates the required completion date (End date field) from the defined production start date (Start date field).

These calculations rely on the production lead time, reduction factor, and economic quantity defined on the product-site record.
Start date (STRDAT)

The planned production start date for the work order. The date is determined by the Scheduling mode:

  • Forward scheduling respects this date.
  • Backward scheduling respects the defined End date.

The system calculates the date from the production lead time, reduction factor, and economic quantity defined on the product-site record.
End date (ENDDAT)

The end or required completion date for the work order. The date is determined by the Scheduling mode:

  • Backward scheduling respects this date.
  • Forward scheduling respects the defined Start date.

The system calculates the date from the production lead time, reduction factor, and economic quantity defined on the product-site record.

Status

Status (XMFGTRKFLG)

The Allocation status (components), Scheduling status, and Status fields display a status for the work order. These fields are updated automatically by the system.

The current status or progress of the work order is displayed in the Scheduling status and Status fields. Selected combinations to note are as follows:

  • Scheduled and Pending: The work order is scheduled but has not actually been submitted for scheduling.
  • Scheduled and Being optimized: The work order was submitted for scheduling and is being scheduled. At these statuses, you cannot modify the work order.
  • Optimized and Pending: The scheduler has optimized the work order operations.

The work order allocation status values are defined in the 336 local menu.
The scheduling status values are defined in the 335 local menu.
The work order status values are defined in the 339 local menu.
Scheduling status (XSCDFLG)
The current stage of the work order in the scheduling process.
Allocation status (XALLSTA)

The Allocation status (components), Scheduling status, and Status fields display a status for the work order. These fields are updated automatically by the system.

The current status or progress of the work order is displayed in the Scheduling status and Status fields. Selected combinations to note are as follows:

  • Scheduled and Pending: The work order is scheduled but has not actually been submitted for scheduling.
  • Scheduled and Being optimized: The work order was submitted for scheduling and is being scheduled. At these statuses, you cannot modify the work order.
  • Optimized and Pending: The scheduler has optimized the work order operations.

The work order allocation status values are defined in the 336 local menu.
The scheduling status values are defined in the 335 local menu.
The work order status values are defined in the 339 local menu.

Quantities

Stock unit (STU)
The unit in which the product is stored.
Planned quantity (EXTQTY)
The planned quantity. The quantity is expressed in the stock unit.
Total actual quantity (CPLQTY)
The total completed quantity, including the rejected quantity, expressed in the operation unit.
Remaining quantity (RMNEXTQTY)
The remaining or outstanding quantity needed to complete the order.

Detail

A status completed (OKCPLQTY)
The actual completed quantity.
Q status completed (QUACPLQTY)

The actual quantity produced under quality control.

The sum of the "quantity produced under quality control" plus the Rejected qty. cannot exceed the Total completed qty..
R status completed (REJCPLQTY)

The actual rejected quantity.

The sum of the "quantity produced under quality control" plus the Rejected qty. cannot exceed the Total completed qty..

Tab Products

This section contains a table with details of the released products and a graphical representation of the order quantities.

Field descriptions
AFFFLG
Select the checkbox to display planned and completed quantities in a graphical format.
Product (ITMREF)
The code of the product to be released.
Line status (ITMSTA)
The progress and status of the work order line.
Product type (ITMTYP)

The type of product that's on the order line.

Product: A manufactured product. An order line is generated for the parent product and for each component in the bill of material (BOM).

By-product: A secondary product. An order line is generated for the product.
REL (UOM)
The release unit of measure, the volume or mass for the product for the order. The unit and any applicable unit conversion are defined for the product on the product record.
Release qty (UOMEXTQTY)
The planned quantity. The quantity is expressed in the release unit.
REL-STK (UOMSTUCOE)
The product-specific conversion factor applied between the stock unit and the release unit of measure. This unit conversion is defined for the product on the product record.
Expected quantity / Planned quantity (graph) (EXTQTY / EXTQTYG)
The planned quantity. The quantity is expressed in the stock unit.
STK (STU)
The unit in which the product is stored.
Total completed qty. / Completed qty. (graph) (CPLQTY / CPLQTYG)
The total completed quantity, including the rejected quantity, expressed in the operation unit.
Remaining qty. (RMNEXTQTY)
The remaining or outstanding quantity needed to complete the order.
QC quantity (QUACPLQTY)

The actual quantity produced under quality control.

The sum of the "quantity produced under quality control" plus the Rejected qty. cannot exceed the Total completed qty..
Rejected qty. (REJCPLQTY)

The actual rejected quantity.

The sum of the "quantity produced under quality control" plus the Rejected qty. cannot exceed the Total completed qty..
Description (ITMDES1)
The description from the product record.
BOM code (BOMALT)
Multiple bills of material (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products, a BOM can be restricted to a site and to specific areas of functionality, such as for costing, or for capacity planning.
Project (PJT)

The associated project code. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of the field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

To provide a quick and easy visual reference, the link to the project or project structure is distinguishable by the number of separator characters used. If there's no separator, the link is made to the project. A single separator such as an exclamation mark after the project code (the first code) indicates that the link type is a task. The link is made to the project operational structure. 2 separators placed after the project code mean that the link corresponds to a budget code. The link is made to the project budget structure.
Lot (LOT)
The lot assigned to the released product.
Ship-to type (BPCTYPDEN)
Identifies the destination for the product. This can be a site or a customer.
Destination (BPCNUM)
The site or customer to ship the product to. The appropriate reference is determined by the value of the Ship-to type field (BPCTYPDEN).
WO description (MFGDES)
A short free-format description or reference for the order.

Tab Components

This section contains a table with details of the components of the released products and a graphical representation of the order quantities.

Field descriptions
AFFFLG
Select the checkbox to display planned and consumed quantities in a graphical format.
Component type (CPNTYP)

The component type.

Normal: A component of the bill of materials.

By-product: An unplanned by-product or secondary product.

Text: Free-format text.

Costing: When a value is calculated for the provisional cost and the production cost price of the parent product.
Component (ITMREF)
The component product reference.
Line status (XMATSTA)
The progress and status of the component.
STK (STU)
The unit in which the component is stored.
Requirement date (RETDAT)
The component requirement date.
Requirement qty. / Requirement quantity (graph) (RETQTY / RETQTYG)
The quantity of the component needed to produce the released product. This figure is calculated from the planned quantity (Release qty field) and the component quantity defined on the bill of material (BOM) record.
Type (TYPQTY)

Indicates if the component is stored in stock.

Physical: This is a physical component for which quantities are stored in stock.

Active: This is an active component such as nails or staples for which quantities are not stored in stock.

Active components have a "potency" percentage defined on their stock record.
Consumed qty. / Consumed quantity (graph) (USEQTY / USEQTYG)
The quantity of the component consumed to produce the bill of material.
Allocated qty. (ALLQTY)
The quantity allocated to the order line.
Shortage (SHTQTY)

The quantity of the component that's outstanding for the work order to be completed.

This quantity is ignored if the Release if shortage checkbox on the Product-site record is selected.
Available qty. (AVAQTY)
The available quantity expressed in the stock unit of the component.
Description 1 (ITMDES1)
The description from the component product record.
Op. (BOMOPE)
The production operation linked to the component.
Shrinkage % (SCA)
The loss percentage used to increase the required quantity in order to take into account losses incurred during the production process.
BOM sequence (BOMSEQ)
Identifies the sequence number of the component in the bill of material.
WO line (MFGLIN)
The line number of the released product.
Planner (PLANNER)
Operator in charge of performing the production planning or product ordering.
Total (CUMFLG)
Indicates if the total available stock is displayed.
Pick list (PICPRN)
Indicates if the component needs to be printed on the material issue slip for the work order.
To subcontract (SCOFLG)
The replenishment source for the component. This can be Internal, made available to a subcontractor, or supplied by a subcontractor.
Action icon
Close / Cancel balancing

Select Close from the Actions icon to set the component line status to Completed.

Select Cancel balancing from the Actions icon to reopen the completed component line.

Tab Operations

This table contains details of the production operations and a graphical representation of the order quantities.

Field descriptions
AFFFLG
Select the checkbox to display planned and completed quantities in a graphical format.
No. / Operation no. (graph) (OPENUM / OPENUMG)
The sequence number of the operation.
Line status (OPESTA)
The progress and status of the operation.
Work center (EXTWST)
Identifies the production resource that's to be used for the operation.
Work center group (WCR)
Identifies the group of work centers to which the work center belongs.
Type (WSTTYP)
Identifies the type of operation that's performed on the work center. This might be a machine, labor, or a subcontracted operation. Work centers of type Subcontracting are managed externally by subcontract suppliers.
Description (ROODES)
The description defined for the routing operation.
Start (OPESTR)
The operation start date.
End (OPEEND)
Identifies the date that the operation needs to be completed.
Expected resources (EXTWSTNBR)
The number of the particular production resource that are needed for the operation.
Unit (OPEUOM)
The unit in which the work order operation quantity is expressed. Work order operation quantities are expressed in the operation unit.
Actual work center (CPLWST)
Identifies the production resource used for the operation.
Expected quantity (EXTQTY / EXTQTYG)
The planned quantity. The quantity is expressed in the stock unit.
Total completed qty. (CPLQTY / CPLQTYG)
The total completed quantity, including the rejected quantity, expressed in the operation unit.
Rejected qty. (REJCPLQTY)
The actual rejected quantity.
The sum of the "quantity produced under quality control" plus the Rejected qty. cannot exceed the Total completed qty..
Time unit (TIMUOMCOD)
The unit of time in which the operation is measured.
Setup time (EXTSETTIM)
The time that it takes to set up the machinery ready for use. The time is expressed in the defined time unit. The time can be zero (0).
Actual stp. time (CPLSETTIM)
The actual time taken to set up the machinery. The time is expressed in the defined time unit.
Run time (EXTOPETIM)

The time it takes to perform the operation for the required number of items, as defined in the Planned quantity field.

The operating time:

  • Is defined in hours or minutes (Time unit field).
  • Is expressed for 1, 100, 1,000, or a lot of units of the operation based on the management unit.

  • Can be proportional or fixed based on the operating time type.

    Example

    Time unit = Hours
    Time type = proportional
    Management unit = Time for 100
    Operating time = 2
    Operating unit = kg
    Finished product unit = un
    REL-OPE conversion coefficient = 0.5
    The operation time is equal to 2 hours for 100 kg. If a work order is created for 1,000 units of the finished product, the time needed for the operation is 10 hours to obtain 500 kg.
Actual run time (CPLOPETIM)
The actual operation time.
Labor center (LABWCR)
Identifies the group associated with the labor work center.
Labor wk C (EXTLAB)

Identifies the labor work center for the operation.

Scheduling is not carried out for labor work centers. They’re considered secondary and "always available", or available at the same time as the main work center. Their load is managed for information purposes only using the coefficients defined for the main work center.
Exp. no. labor (EXTLABNBR)
The number of the particular labor resource that are needed for the operation.
Supplier (BPSNUM)
The code of the subcontract supplier the subcontracted product is purchased from.
Order no. (POHNUM)
If this is operation is subcontracted to an external supplier, the purchase order number created for the subcontract operation.
Line (POPLIN)
The line number on the purchase order that's for the subcontracted product needed for the operation.
Sequence (POPSEQ)
The price of the subcontracted product needed for the operation.
Action icon
Close / Cancel balancing

Select Close from the Actions icon to set the operation line status to Closed.

Select Cancel balancing from the Actions icon to reopen the closed operation.

Specific actions

Tracking detail

Select the Tracking detail action to view the progress of, and production activity recorded for a work order.

Complete

Select the Complete action to change the status of all released products, components, and production operations that are pending or still in progress to Completed.

Components and operations are backflushed in proportion to received quantities of the released items. Any components that cannot be backflushed are closed without being consumed.
Production tracking can continue to be recorded for the work order until the work order is closed and the cost of the finished products is calculated.

Close

Select the Close action to close the work order and optionally calculate the cost of the finished products.

This action changes the status of the work order to Closed. If the cost of the finished products is not calculated at work order close or the work order was closed in error, the work order can be reactivated to track any remaining quantities.

You can only close the work order if the following conditions are met:

  • At least 1 released product was received into stock.
  • The status of the released product lines on the work order is Completed.
  • The status of all component and/or operation lines is Completed or Closed.
  • All subcontract operations are completed.
  • The work order is not locked by a different user.
Any subcontracted operations that are still in progress will prevent the work order from being closed. You need to ensure that the subcontracted operations are complete before you select this action.
  • The CTLCLE—Blocked in closing parameter blocks closure of a work order if it's set to block materials and/or operations before a work order can be closed. You can override this parameter if you need to close a work order that has a component with an outstanding quantity or an incomplete routing operation. Select the Complete action before you select Close to change the status of the incomplete elements. You can then close the work order. Refer to the Complete action and the CTLCLE—Blocked in closing parameter.
  • Refer also to the Work order reactivation documentation.

Error messages

In addition to the generic error messages, the following messages can appear during the entry:

Record does not exist

The work order reference does not exist. Enter or select a different work order number.

The WO tracking must at least be in progress

The work order is not tracked. You can only close a tracked work order.

Complete the work order?

You need to confirm that you want to complete the work order.

Close the work order?

You need to confirm that you want to close the work order.

The quantity achieved is less that the planned quantity

On completion or closure, this message displays if the quantity produced is less than the planned quantity.

A sub-contracting operation is on order or in process. It cannot be completed

A subcontracted operation is still in progress. You need to receive the ordered quantity from the subcontractor before you can close the operation and close the work order.

A sub-contracting operation is on order or in process. Closing impossible!

A subcontracted operation is still in progress. You need to receive the ordered quantity from the subcontractor before you can close the operation and close the work order.

Tracking of the materials managed by backflush consumption?

When the work order is completed or closed, if production of the released product has started or finished, components that can be backflushed are backflushed in proportion to received quantities of the released items.

Automatic tracking of operations?

When the work order is completed or closed, if production of the released product has started or finished, operations are backflushed in proportion to the completed quantities of the released items.

At least one operation has not been carried out

You cannot complete or close the work order because at least 1 operation has a tracking status with the value Pending or In process. Refer to the CTLCLE—Blocked in closing parameter.

At least one released product has not been produced

You cannot complete or close the work order because at least 1 released product has a tracking status with the value Pending or In process. Refer to the CTLCLE—Blocked in closing parameter.

At least one component has not been consumed

You cannot complete or close the work order because at least 1 component has a tracking status with the value Pending or In process. Refer to the CTLCLE—Blocked in closing parameter.

Problem when recovering the sequence number counter

You cannot complete or close the work order because the components are backflushed automatically and the sequence number needed for the new production tracking record is missing.

No sequence number has been assigned to this document

You cannot complete or close the work order because the components are backflushed automatically and the sequence number needed for the new production tracking record is missing.

Quantity generating a negative stock

You cannot complete or close the work order because the components are backflushed automatically and the quantity to be consumed exceeds the available stock.

Problem during the update of the stocks

You cannot complete or close the work order because the stock update was unsuccessful.

Tables used

Refer to the documentation on Implementation.