Use this function to complete and/or close one or a range of work orders against which production activity has been tracked.

For work orders that have been completed and/or closed:

  • You can continue to record production activity for work orders that are complete but not closed.
  • You can only record production activity for work orders that are closed if the cost price has not been calculated for the work order.
You can only close in progress work orders at Firm

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

The Mass closing/completions function contains a single screen into which you enter your selection, or filtering criteria. The list of work orders to be completed and/or closed is built from the criteria you provide and displayed in a table of results.

Entry screen

Use this screen to enter your selection, or filtering criteria. The list of work orders to be completed and/or closed is built from the criteria you specify and displayed as a list of work orders on a second screen.

The critical fields are the WO close (WTRAIT) field, and in the Allocations block, the Production cost price (PRFFLG) field. If you choose to close the selected work orders you can also choose to calculate the production cost price. Note, however, that once closed and the production cost price has been calculated, no further production activity can be recorded for the work order.

Use the Blocks block to control events that could potentially prevent or block the balancing and/or closure of the work order.

Use the Allocations block to control which actions are carried out at the end of the processing run.

Block number 1

Select the type of processing to carry out:

  • Complete or close: Complete and close the selected work orders.
  • Complete: Sets the status of each operation, component and released product line to Completed; changes the work order status from In progress to Completed.
  • Close: Sets the status of the work order to Closed.

Production site (field WCRFCY)

Type in or select the production site from which the work orders are to be selected. This field is mandatory.
WO close (field WTRAIT)

Start - end range

Filter for results within a range of work orders. For a single work order, enter the same work order in the from/start WO number (work order number) and to/end WO number fields.

Filter for results within a range of product codes. For a single product, enter the same product code in the from/start Product and to/end Product fields.

Filter for results within a range of dates. For a single day, enter the same date in the Start date and End date fields. You can leave the Start date field blank to search all records to date.

Filter for results within a range of project/project task codes. For a single project/project task, enter the same project/project task code in the from/start Project and to/end Project fields.

If the content of this 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 project operational (task) 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".

 

Filter for results within a range of sales orders. For a single sales order, enter the same sales order number in the from/start Order (Sales order number) and to/end Order fields.

WO number (field WNUMDEB)
Product (field WITMDEB)
Date (field WDATDEB)
Project (field WPJTDEB)
Order (field WCDEDEB)

Filters

To only process work orders that have been completed, select the checkbox.

Completed WO only (field CLOSED)

Blocks

This checkbox is read when the work order has at least one routing operation where the progress and status of the operation required to manufacture the released product is Pending.

  • To block the balancing and/or closure of the work order, select the checkbox.
    The log file is updated to report the work order has been blocked.
  • To balance and/or close the work order, leave clear.

Closure of a work order is determined by the value of the CTLCLE - Blocked in closing parameter (GPA chapter, CTL group).

This checkbox is read when the work order has at least one released product that is still awaiting tracking.

  • To block the balancing and/or closure of the work order if a released product is outstanding, select the checkb ox.
    The log file is updated to report the work order has been blocked.
  • To balance and/or close the work order, leave clear.

This checkbox is read when the work order has at least one component where the progress and tracking status of the component used for the released product is Pending.

  • To block the balancing and/or closure of the work order if one or more of the released product has been tracked, select the checkbox.
    To block the balancing and/or closure of the work order if the wor k order Release qty field (UOMEXTQTY) is zero, that is no tracking has been recorded for the released product, select both the checkbox ( If at least one material not consumed) and the If at least one rel. prod not produced checkbox (LANFLG).
    The log file is updated to report the work order has been blocked.
  • To balance and/or close the work order, leave clear.

Closure of a work order is determined by the value of the CTLCLE - Blocked in clo sing parameter (GPA chapter, CTL group).

This checkbox is read when the value of the Release qty field (UOMEXTQTY) for the work order is less than the value of the Expected STK qty field (EXTQT Y).

  • To block the balancing and/or closure of the work order, select the checkbox.
    The log file is updated to report the work order has been blocked.
  • To balance and/or close the work order, leave clear.

Closure of a work order is determined by the value of the CTLCLE - Blocked in closing parameter (GPA chapter, CTL group).

If at least one oper is pending (field REAFLG)
If at least one rel. prod not produced (field LANFLG)
If at least one material not consumed (field CNSFLG)
If completed qty. < planned qty. (field QTYFLG)

Allocations

To create a tracking record to backflush and consume the components in proportion to the quantity recorded for the released product when the work order is completed and/or closed, select the checkbox. Post-consumption is the stock withdrawal code.

If you do not want to backflush and consume component quantities when the work order is completed and/or closed, leave clear.

To create a tracking record to backflush and consume the routing operations in proportion to the quantity recorded for the released product when the work order is completed and/or closed, select the checkbox.

If you do not wa nt to backflush and consume the routing operations when the work order is completed and/or closed, leave clear.

To calculate the production cost price (PCP) after the work order is closed, select the checkbox.

To calculate the production cost price for closed work orders independently of this function, leave clear.

Track automatic materials (field MATFLG)
Automatic tracking of operations (field OPEFLG)
Production cost price (field PRFFLG)

Tab Search results

This table displays all work order production at the specified site that meet the defined selection criteria. The routing used and current status of each work order are included. You can select individual work orders or all work orders listed to complete, or to close.

Block number 1

The production site at which the work orders were processed.

The date the work orders will be closed. This field defaults to today's date but can be changed. You can select a different date that is earlier than today but you cannot select a later date.

The Closing date of all selected work orders will default to this date.

Manufacturing site (field WCRFCY)
Closing date (field CLODAT)

Grid

To select this line, select this checkbox; to deselect this line, clear this checkbox.

The date this work order will be closed. This field defaults to the closing date in the header information but can be changed.

The short free-format description or reference entered for this order.

This routing code describes a particular sequence of shop floor processes for a particular product. That is, the sequence of operations and tools that are used in a particular routing.

The routing code is a product code which can be the reference for a manufactured product or a generic reference (parent routing) linked to multiple products.

The current status, or progress of the work order. This field is updated automatically.

The work order status values are defined in Local menu 339.

field FMODIF
Closing date (field CLODATDET)
Order no. (field MFGNUM)

This field displays the work order number.

WO description (field MFGDES)
Released routing (field ROUNUM)
Status (field MFGTRKFLG)
Start date (field STRDAT)

This field identifies the planned or actual production start date of the work order.
End date (field ENDDAT)

This field identifies the end or required completion date for this work order.
Project (field PJT)

This field displays 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 this 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 is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).
Order (field VCRNUMORI)

This field identifies the number of the source document or order.

Select Work order from the Actions icon to view the work order details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.

Select WO tracking from the Actions icon to view the progress of, and production activity recorded for the selected work order. This is referred to as "tracking". This includes production tracking records against which receipt of produced goods for this work order, components issued to this work order, and activity against a specific operation in the routing defined for this work order have been recorded.

Work order

WO tracking

Specific actions

To complete the selected work orders, select the Complete action. The work orders will not be closed; the cost of the finished products will not be calculated.

This action is only available for selection if the following conditions are met:

To close the selected work orders and calculate the cost of the finished products, select the Close action.

This action is only available for selection if the following conditions are met:

To select all work orders, select the Include all action.

To clear all selected work orders, select the Exclude all action.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation