MANUALS > Shop > Shop Module > Shop, Update Menu > Shop W/O Closing

Shop W/O Closing

The Shop Work Order Closing window is used to change the status of Shop Work Orders from Completed to Post Completed (POSTCOMPLT). Only Shop W/Os in a Completed status, where all the Shop W/O Task Cards have been actioned (closed, canceled, deferred), will appear in the W/O Closing window.

When a Shop W/O’s status is changed from Completed to Post Completed, compliance records are written for E/Cs, P/N E/Cs, and P/N Controls. While the Shop W/O is in a Post Completed status, users can return to stock (RTS) any unused material that was issued to the Shop W/O, crediting the Shop W/O Actuals (financials).

Note: It is critical that the Actual Completion Date and Time is correct in the Shop Work Order, General tab before Post Completing the Shop W/O as that is the date that compliance records will be written for.

Note: All open Picklists and Requisitions attached to a Shop W/O will be canceled when the Shop W/O is put into a Post Completed status.

Note: If Sub-Work Orders are closed, the system checks if the completion date is within the actual opening and closing date of the parent Shop W/O. A warning will pop up if the date is not within that range.

Note: For more information how to close Task Cards attached to a Shop W/O, refer to Shop W/O Closing - Preliminary Steps.

Note: The same function of changing the status of a Shop W/O from Completed to Post Completed can be performed using the Close W/O button via the W/O Task Card window.

In the W/O Closing window, enter search criteria to find specific Shop W/Os or simply select the Find button and the system will retrieve all Shop W/Os in a Completed status.

Note: Completed Sub-Worker Orders will not display as selectable records unless the link with their Parent Work Order is broken.

Select the checkbox to the left of each Shop W/O that needs to be Post Completed and select the Save button.

The Shop W/O status in now Post Completed and no longer available in the W/O Closing window.

Query the Shop W/O from the Shop W/O window and the Shop W/O status is Post Completed.

Once unused material has been returned to stock to credit the Shop W/O and all other W/O Actuals have been reviewed, the Shop W/O status can be changed from Post Completed to Closed via the Shop W/O Closing Post Completion window, at which time all Shop W/O Actuals are finalized and closed.

Refer to the following steps for detailed information on the Shop W/O Closing process:

• Shop W/O Closing - Preliminary Steps

The following buttons are available for additional functionality to review the associated record:

• Notes Button
• Task Card Work Button
• Control Button
• W/O Button