In order to change work order status select Change WO Status
in Process Work Orders.
Statuses can be changed only for work
orders assigned P - Planned, O - Open,
I - Reserved, R - Released and Z - Complete status. Work orders which were
assigned reversed status do not appear here.
Select a work order from the bottom section and select Change WO Status
from wizards menu. By doing so you open a window where you can set criteria
in order to more precisely set work order whose status you want to change (when
clicking the command you have to be select a work order).
By clicking Refresh work orders
matching the set criteria appear listed in a special panel.
Status
Allocations
|
Custom set box where you can select a mode of hard
allocations of quantities for issuing to work order. It appears only when you
select I - Reserved or R - Released
as new status and having checked
Hard Allocation of Work Orders.
- None- Change work order status without allocated
quantities.
- Partially - Select it in order to partially allocate
quantities in work order.
- All - Allocates an entire work order
See follow-up for a more detailed treatment. |
WO Criteria
WO (From - To)
|
Set a range of work order IDs for which you
want to change status. |
Parent WO
|
Restriction by the entered parent WOs.
|
| WO (From - To) (parent) |
Restricts work orders according to parent
ones.
|
 No
Parent WO |
If checked, criteria are set only for
those work orders not having parent WOs. |
 All
Linked
|
If checked, collects all parent and
child work orders, according to the set criteria. Moreover, the
criteria All Parents, All Children
and Include Parents are hidden. |
 All
Parents
|
If checked, collect all parent work
orders. |
 All
Children
|
If checked, collects all child work
orders. |
 Include
Parents |
If checked, includes parent WOs, according to
set criteria, |
| Document Types |
Check
work order document types in order to restrict
selection.
|
Plan
|
Select a plan No. by which you want to
restrict work orders.
|
Date (From - To)
|
Select date period in which work orders were created.
|
Start Date (From - To)
|
Select start date period for production in work order.
|
End Date (From - To)
|
Select end date period for production in work order.
|
WO Status
|
Check work order status in order to restrict selection of work
orders, that is, P - Planned, O - Open, I - Reserved, R - Released:
If you select E - Partially Complete as new work order, then you
can restrict selection only by work orders with the following status:
|
Product Criteria
Item
|
Select an item by which you want to
restrict work orders. |
Name
|
Select an item's name by which you want to restrict work
orders. |
Item Type
|
Select an item type by which you want to
restrict work orders. |
Prim. Categ.
|
Select a primary category ID by which you want to restrict
work orders. |
Sec. Categ.
|
Select a secondary category ID by which
you want to restrict work orders.
|
A List of Work Orders
Having selected work order criteria for changing status click Refresh
listing work orders matching the criteria you set.
Check work orders for which you want to change status. Having selected work
orders click Change to commit
status change.
|
Sel. |
If checked, displays a work order whose
status will be changed. By right-clicking you can select or deselect all
work orders on the list.
|
WO
|
Displays work order ID.
|
Status
|
Displays the current work order status.
|
Item
|
Displays an ID of item in work order.
|
Name
|
Displays name of the item in work order.
|
Quantity
|
Displays planned quantity in work order.
|
Plan
|
Displays number of plan based on which the
work order was created.
|
Start Date
|
Displays start date of production.
|
End Date
|
Displays end date of production.
|
ALLOCATIONS
- None - IF selected, you can change work order status to I - Reserved or
R - Released without allocated quantities.
- Partially - If selected, a partially allocated quantities are possible
meaning that allocation must be performed in at least one work order line.
Otherwise the status will not be changed, that is, the work order is removed
from the list.
- All - If selected, allocates the entire WO meaning that allocation must
be performed in ALL lines. Otherwise the status will not be changed, that
is, the work order is removed from the list. .
Changing WO Status
Having set parameters and selected appropriate work orders, launch procedure
for changing statuses by clicking Change.
Because work orders appearing in panel are assigned various statuses, the
procedure depends on how you set it in dropdown in New Status.
With some work orders you just change status whereas with some you have to
perform hard allocations for issuing and still for others you have to release
allocated quantities,...
Below you can observe combinations of work order statuses:
|
Existing WO Status |
New WO Status |
Procedure |
|
P - Planned |
P - Planned |
Change |
|
P - Planned |
O - Open |
Change |
|
P - Planned |
I - Reserved |
Allocation |
|
P - Planned |
R - Released |
Allocation |
|
O - Open |
P - Planned |
Change |
|
O - Open |
O - Open |
Change |
|
O - Open |
I - Reserved |
Allocation |
|
O - Open |
R - Released |
Allocation |
|
I - Reserved |
P - Planned |
Allocations Release |
|
I - Reserved |
O - Open |
Allocations Release |
|
I - Reserved |
I - Reserved |
Change |
|
I - Reserved |
R - Released |
Change |
|
R - Released |
P - Planned |
Allocations Release |
|
R - Released |
O - Open |
Allocations Release |
|
R - Released |
I - Reserved |
Change |
|
R - Released |
R - Released |
Change |
|
Z - Complete |
E - Partially Complete |
Recalculates Own Products in Work Order |