Close Shop Order
Explanation
This activity is used to close a shop order. A shop order can be closed
using below methods:
- When the Close Code is set to Auto Close
and enough produced parts on the shop order have been
received to meet the defined Close Tolerance.
- When receiving produced parts on the shop order with Force
Shop Order Closure enabled.
- Manually by clicking Status and then Close.
- If open operations exist, but you still want to close the order, enable
Close Operations. It is not allowed close the order keeping
the operations open.
- If enough material to cover the completed and scrapped quantities has not
yet been issued, but you still wish to close the order, enable
Simplified Material Check.
The shop order will revalue the receipt of the product and the scrapping
of Work In Process (WIP) at operation only if the primary product has an appropriate
inventory valuation method. The two appropriate inventory valuation methods
are: Weighted Average with any inventory part cost level, and Standard
Cost with only a cost level of cost per serial. When re-valuation occurs,
the receipt transactions on the shop order will be re-valued for the primary
product, by-products, and substitute parts which have an appropriate inventory
valuation method. Received products with other inventory valuation methods,
or whose inventory valuation method has changed since the initial receipt on
the shop order, will not be re-valued.
Note: MRO shop orders created from a work scope can be closed only
from the MRO Interim Order Structure page. It is not possible to close such orders in
Shop Order or Disposition Shop Order
pages.
Prerequisites
- If a shop order is manually pegged against a customer order line, purchase
order line, or a shop order, the pegging has to be removed first.
- For an MRO shop visit, none of the MRO disassembly, disposition, repair
or MRO assembly shop orders pertaining to that visit's top level can be
closed until the topmost MRO assembly order has been received. This permits
updates to the shop orders in the event that a work scope re-evaluation
is required.
System Effects
- The status of the shop order is changed to Closed.
- If Close Operations is enabled, the status of the
operations is changed to Closed without reporting any
additional time or quantity.
- The remaining material reservations are removed. This means that the capacity
and material booked for the shop order becomes available for other shop
orders.
- The receipt transaction and the scrapping of WIP at operation may be
re-valued.
- Variance transactions may be created in inventory transaction
history.
- Connected handling units will be disconnected from the shop order.
- If a serial tracked part is disassembled on a disassembly shop
order, the Current Position is set to Unlocated,
and the Operational Status is set to
Disassembled on the Part Serial page
for the disassembled part.