Closing production period
Production period closure is a feature that allows you to close your production for a desired time period, e.g. a month, a quarter, a year or any other custom period. The closure will close those work orders that are not finished, i.e. change their status to ‘Finished’. At the same time, it will open new work orders with the quantity that is still open – not processed
Table of contents
- Criteria for Collecting Work Orders
- Additional Criteria
- Specifying a List of Work Orders for processing
- Product Waste and Scrap
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1. Criteria for Collecting Work Orders
Closing is managed with 'Closing production period' 
button .
It opens the form where you can select the criterias to get the list of workorders that you like to close.
| New Status |
Set a status to the WOs that will be created for open quantity. Here belong the following statuses:
- P - Planned
- O - Open
- R - Released
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WO Criteria
WO (From - To)
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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.
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 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.
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| Priority |
Select work order priority |
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Order (From - To)
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Select an order ID by which you want to restrict work orders. |
| Customer |
Select a customer by which you want to restrict work orders. |
| Department |
Select a department by which you want to restrict work orders. |
| Cost Ctr. |
Select a cost center by which you want to restrict work orders. |
| Consignee |
Select a consignee by which you want to restrict work orders. |
2. Additional Criteria
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. |
| 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. |
| Product Item Type |
Select an item type by which you want to restrict work orders. |
| Product Variant |
Select an item product variant by which you want to restrict work orders. |
Component 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. |
| 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. |
| Resource |
Select it in order to enable selection of WO containing operations being carried out here. |
Component Item Type
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Select an item type by which you want to restrict work orders. |
Having entered criteria click Refresh 
in order to process group work orders.
3. Specifying a List of Work Orders for processing
| 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.
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| WO |
Displays a work order ID. |
| Doc. Type |
Displays a work order document type. |
| WO Date |
Displays Work Order date |
| Priority |
Displays Work Order Priority |
| Status |
Displays work order status. |
| Item |
Displays ID of an item in work order. |
| Name |
Displays name of an item in work order. |
| Linked Doc |
Displays number of linked dokument. |
| Product Variant |
Displays product variant. |
| Plan |
Displays number of plan based on which the work order was created. |
| Planned Qty. |
Displays a planned quantity. |
| Rcvd. Qty. |
Displays a quantity of received products . |
| Planned Qty. |
Displays a planned quantity of products to be received and represents a difference between planned and produced quantity.
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| Planned Scrap |
Displays a planned scrap. |
| Rcvd. Scrap |
Displays quantity of the already received scrap from products . |
Planned Scrap
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Displays a planned quantity of scrap to be received and represents a difference between planned and produced quantity.
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| Planned Shrinkage |
Displays a planned quantity of shrinkage. |
| Rcvd. Shrinkage |
Displays a quantity of received shrinkage of items. |
Estim. Shrinkage
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Displays an estimated quantity of shrinkage to be received and represents a difference between planned and produced quantity.
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| Start Date |
Displays a start date of production. |
| End Date |
Displays an end date of production. |
4. Product Waste and Scrap
Editing of Waste and Scrap quantity is done for each work order in tab Product Waste Scrap
Waste
| Item |
Select waste item which will be received |
| Plan Qty |
Planed quantity - taken from WO |
| Done Qty |
Already received quantity |
| Open Qty |
Still open Qty |
| Qty |
Quantity to recive |
Scrap
| Item |
Select scrap item which will be received |
| Plan Qty |
Planed quantity - taken from WO |
| Done Qty |
Already received quantity |
| Open Qty |
Still open Qty |
| Qty |
Quantity to recive |
Having edited the list (select/deselect WOs, modify product quantities), proceed with creating work orders or better still check data.
Click Check Data to perform check for work orders. Clicking Create runs check and creates work order if errors do not occur during the procedure. Otherwise work orders do not appear in the panel.
In case of error occurring an Errors panel appears containing data from work order and a short text giving a short description for the error.
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Hint
This is a HINT and should be marked with this icon. If necessary, copy this whole table and add a new hint.
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Warning
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