Closing work orders

Close completed work orders.

You cannot close a work order if any of the following conditions is true:

• If Prevent WO Completion is selected for the Equipment on the work order header or any of the associated MEC work orders
• If the WOCLPOUT installation parameter is set to NO and the work order or one of the MEC work orders is referenced on an active purchase order or requisition line
• If the WOCLPOUT installation parameter is set to NO and the work order or one of the MEC work orders contains one or more direct purchase parts that have been received to a Store but not yet issued to the work order
• If the EVTCASCD installation parameter is set to NO and the work order is the parent of at least one open dependent child work order
  Note: The setting of the EVTCASCD installation parameter does not affect the Status of a MEC work order when you change the Status of the parent multiple equipment order because the system always cascades the Status of the parent multiple equipment work order to the associated MEC work orders.

To close work orders:

1. Open the Work Orders form.
2. Select the work order to close, and then click the Closing tab.

   The system automatically populates Equipment, the equipment description, and the Downtime Cost currency.

3. Status—Select Completed as the status of the work order.
   Note: If you close a work order that is a template standard work order and that has children attached, the system recalculates and updates the status of all child work orders attached. If you close the last child work order in a sequence, the system recalculates the requested start and end dates for all child work orders.

   Depending on your system configuration, you may not be able to close a parent work order until all dependent child work orders have been closed. Contact your system administrator for more information.

   You can reopen a work order after it is closed if the REOPENPM installation parameter is set to YES and you have the proper status authorization to do so. However re-opening a parent work order does not affect any child work orders of the parent work order regardless of whether the child work order is dependent on the parent or the setting of the EVTCASCD installation parameter.

   If the work order is a multiple equipment work order, then the system updates the Status of all MEC work orders associated with the work order to the Status of the parent work order.

4. Equipment—Enter the equipment on which the work was performed.
   Note: If the equipment record was previously flagged as Prevent WO Completion, you will not be able to close the work order.
5. Start Date—Enter the date on which the work started.
6. Date Completed—Enter the date on which the work was completed.
   Note: When closing a multiple equipment work order, the system copies the Date Completed to any open MEC work orders associated with the parent multiple equipment work order and overwrites the existing Date Completed on the MEC work orders. However, the system does not overwrite the Date Completed on any MEC work orders that were completed prior to closing parent multiple equipment work order.
7. Downtime Cost—Enter the cost of the downtime to the production process.
8. Downtime Hours—Enter the number of hours that the equipment was down.
9. Problem Code—Enter the code of the problem that required work.
10. Failure Code—Enter the reason that the equipment or component failed.
11. Cause Code—Enter the problem cause code, i.e., the root cause of the problem.
12. Action Code—Enter the code of the action taken to correct the problem.
    Note: If the work order is a multiple equipment work order and you modify the Problem Code, Failure Code, Cause Code, and/or Action Code, the system cascades the change to the corresponding codes on any MEC work orders that are not completed, overwriting any existing values.
13. Click Save Record.
    Note: Click Add Comment to enter closing comments.