Closing a Work Order

The user will automatically be placed in the NEW work order option and can begin entering a new work order. To exit from the New work order option press Enter and a Select an Open Work Order window will appear with the following information:

• EXIT – Select EXIT and the system will exit the open work order option.
• NEW – Select NEW to create a new work order.
• FIND - Select Find to find open and completed work orders. Refer to the Finding Work Orders in Adding Work Orders for more information.
  • Date Closed - Select Date Closed to find a completed work order based on the completed date of the work order.
  • Work Order Number - Select Work Order Number to find an open or completed work order based on the work order reference number.
  • Raw Material Items - Select Raw Material to find completed work orders by the raw material item.
  • Finished Good Item - Select Finished Good Item to find completed work orders for a specific finished goods item.
• PRINT – Select Print to print specified work orders, refer to the Printing for more information.

• A list of all Open Work Orders and Completed Uncosted Work Orders sorted by open and expected date, then uncosted completed work order. The following information will display:
  • Status
    • Open = The work order is open with an expected complete date prior to or equal to the current system date,
    • Uncosted = The work order is Completed without a cost assigned to the finished goods item..
    • Expected = The is Open with an expected work order completed date in the future.
  • The expected completed date for open work orders or the completed date for Uncosted work orders.
  • The Work Order Number.
  • The raw material item id and name.
  • Planned - The total quantity and unit of measure of the raw material assigned to the work order.
  • Yield - The average finished goods yield for the work order.
  • Next Lot - The quantity and unit of measure of the raw material assigned to the Next available lot, If the Other raw material is not specified ORM Next lot will appear.

1. Select Scroll up or down the list of open work orders and press Enter or use the Find option to find the work order to complete. To view the definitions of the fields found on the work order, see the field list on Work Orders.

2. Command line options will appear: The positions of the buttons will change as the required information is entered.

The positions of the FG, RM, ORM, and Update buttons will change as the required information is entered. The Update button will change to the Yield button and appear on the left side of the command line if all the required information for the raw material, finished goods, and other raw material have been entered. Missing information will appear in Red. If information is missing, the Update option will save the open work order without the option to complete the work order.

• Next Page – Select Next Page to move to the next page of items on the work order, if multiple pages exist.
• First Page – Select First page to return to the first page of the work order. This option will appear when you reach the last page of a multiple page work order.
• Location - Select Location to assign a default location to all lotted finished goods items on the work order. A default location can automatically be assigned to the work order for all lotted finished goods item based on the Default Location in Work Orders setting in Inventory Options. This option will only appear if there are lotted finished goods items found on the work order. The option will no longer appear once a default location is entered. Enter the Location Id to assign the lotted items. See Location - Selecting the Default Finished Goods Location for Lotted Items for more information.

• FG– Select FG to enter the quantity of the finished good item (based on the stocking unit of measure) to produce on the work order. See FG - Adding/Changing the Finished Goods Production Plan below for more information.
• RM - Select RM to assign the raw material lot(s) to the work order. This option will only appear after the finished goods production plan is entered. It will appear in front of the FG button. The standard quantity is based on the actual/historical yield for the finished goods items or the standard yield of the finished goods items based on the Use Standard Yield not Actual setting in Inventory Options. See RM - Adding/Changing Raw Material Lots below for more info.
• Hold RM - The Hold RM button will appear if any of the raw material lots selected are on inventory hold. Inventory can be on hold because the Purchase Order for the raw material has not been completed or transactions related to the purchased lot are on hold because the purchase order has not been completed. Select Hold RM to view/change the lots selected.See RM - Adding/Changing Raw Material Lots below for more info.
• ORM – Select ORM to enter the actual quantities of the other raw materials (ORM) that are associated with the finished goods on this work order. This option will only appear after the finished goods production plan is entered and there are ORM items on the BOM for one or more of the finished goods item being produced. It will appear in front of the FG button. The standard quantity shown is calculated based on the ORM setup provided in the bill of materials for each finished good. See ORM - Adding/Changing Other Raw Material Lots for more information.
• Hold ORM - The Hold ORM button will appear if any of the other raw material lots selected are on inventory hold. Inventory can be on hold because the Purchase Order for the other raw material item has not been completed or transactions related to the purchased lot are on hold because the purchase order has not been completed. Select Hold ORM to view/change the lots selected. See ORM - Adding/Changing Other Raw Material Lots for more information.
• Change - Select Change to change the production plan quantity, manufacturing cost, location , lot number, COOL Identifier and/or item info lot attributes of a single finished goods line item. The MFG command option will only appear if the Manufacturing Cost Accrued setting in Ledger Options is set to Y (Y=yes). See Change - Changing a Single Finished Goods Line item for more information.
• Info - Select Info to enter the lots, slots, COOL Identifier and other item info lot attributes of the finished good item for all finished good items on the work order. See Info -Adding/Changing Lot Info for more information.
• Note - For lotted items, select Note to add an optional lot induction note.
• Slot - Select Slot to add the slot details for the lot if the location is a slotted location. If the location is a slotted location, a "#" will appear to the left of the lot field indicating that this is a slotted location and a Select An Option window will appear displaying the following choices: EXIT, SLOT BY VOLUME, SLOT BY SLOT. See Entering Slot Information for more information.
• Header - Select Header to enter an optional header note, enter/change the Work Order Opened Date, and/or enter or change the Expected Date. The system will default the current system date as the opened and expected date. See Header - Changing Header Information below for more information.
• Add - Select Add to add a finished goods items to the work order. See Add - Adding Finished Goods Items by Item Id below for more information.
• BOM - Select BOM to add finished goods items to the work order based on the Bill of materials for the raw material items, Scroll up and down the list to tag additional finished goods items from the BOM Finished Goods Item list. See BOM- Adding Finished Goods Item via the BOM below for more information
• Delete - Select Delete to delete a line previously entered on the work order. To change an item id , the item must be deleted and then added back to the work order. Scroll up or down to the finished goods item to delete and press Enter. The raw material and other raw material standard quantities will be re-calculated.

• Update – Select Update to save the open work order without completing the work order. The Update button will only appear if the raw material, other raw material or finished good line item information is missing. Missing information will appear in Red. The work order cannot be completed until all the require information is entered. See Update below for more information
• If all raw material and other raw material lots have been selected and all required COOL Identities, location, lot numbers and item info attributes have been entered for the finished goods items the Yield Button will appear to the left of the command line. Select Yield to change the yielding method used to allocate the raw material cost to the finished goods items or to Complete the work order.The default Yielding Method is based on the Default Yielding used in Work Orders setting in Inventory Options. The yielding methods available are: AVERAGE, Item Specific YIELD, Item Specific COST or Base Selling PRICE 1-8. Which methods can be used are defined in Inventory options. See Yield below for more information.

• Void – Select Void to void and exit the work order.
• Exit – Select Exit to exit the work order. The following message line displays: "WO was Changed !! Exit Anyway? No/Yes."
• If you select no, the system will abort exiting and will allow you to continue processing this work order.
• If you select yes, the system will exit without saving any of your entries or edits.

Note: The RM command option will only appear after entering the production plan for the finished goods items.

Note: The Yield command option will only appear after entering the production plan for the finished goods items, lot numbers, slot numbers, COOL identities and required item info attributes have been assigned to the finished goods items and the raw material and other raw material lots have been assigned to the work order.

Note: Next Page and 1st Page options in command options will appear if there are more than 18 finished good items to be produced on the work order, The Next Page and 1st Page options will appear to move from one display window to another.

3. Use the command options to make the appropriate changes to the work order. See Adding Work Orders for more information.

4. Once all raw material and other raw material lots have been selected and all required COOL Identities, location, lot numbers and item info attributes have been entered for the finished goods items the Yield Button will appear to the left of the command line.

Select Yield to change the yielding method used to allocate the raw material cost to the finished goods items and/or Complete the work order. Change the yielding method used to allocate the raw material cost to the finished goods items or select Update to save and/or complete the work order. See Yield in Adding Work Orders for more information.

Select Update to save and complete the work order. Refer to Completing Work Orders in Adding Work Orders for more information.

Note: If there are no open work orders in the system the following message will display: "No Work Orders Found!!! Space Bar to Continue." Press the space bar to continue.

Important: Your changes will not be saved unless you select Update.

To view the definitions of the fields found on the work order, see the field list on Work Orders. For more information on the Open Work Order option see Work Orders.

Security Required : Inventory - Work Order Complete