Change the work order status to closed

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After the item and hour journals have been added and posted. You must change the status of the work order. In this case we will change the status to closed. However, the status can be different from closed according to the process of the business. The status chosen is important as it will be one of the criteria's that you are able to filter on when you want to transfer the value add work order. Also, it is important to take into consideration the sequence of moving from one status to another. Therefore, you should consider configuring the status group of the work order tasks beforehand.

Steps

  1. Go to Work order project planning > Work orders > All work orders.

  2. Open Work order number column filter.

    Note

    enter a filter value

  3. In the list, click the link in the selected row.

  4. Click Update line.

    Note

    on the work order lines

  5. Click Completed.

  6. Click Update line.

  7. Click Closed.

    Note

    Depending on the status group configuration you might not be able to go from created to closed immediately as you might need to complete the work order first and then it can be closed

  8. Close the page.