To close a work order:You can close a maintenance work order if it has a status of Cancelled, Complete, Complete - No Charges, Pending - Close, or Failed - Close. (See: eAM Work Order Statuses). You can close one or many work orders at once. After a work order or a period is closed, cost variances are posted to the asset's WIP accounting class code accounts, if the work order is associated with an asset route. Variances are posted to the WIP account for every asset within the asset route when the work order is released. These accounts are charged, even if one or more assets on the asset route move between organizations before the work order is closed.
Note: If you want to update the quality results for a work order with a status of Closed, you must unclose the work order.
If a work order was at a Complete status at the time of closing it, you can unclose the work order to transition it to a Complete status. For all other statuses during the closing of a work order, unclosing the work order transitions to same status it had when closed.
To close a work order:Navigate to the Find Work Orders window (Enterprise Asset Management > Work Orders > Close Work Orders).
Select a work order. You can optionally enter other data selection information.
Choose Find, and the Close Work Order page appears.
From the Tools menu, select Close Work Orders.
The Close EAM Work Orders window appears.
Select a Report Type.
Your selection determines the type of information presented on the report that is produced by the concurrent process (Close Discrete Jobs) closing the work order. The report presents project information, work orders closed, status information, and quantity information.
Select an Actual Close Date.
This date must be greater than or equal to the system date.
Select a Submission Date.
This date must be greater than or equal to the system date.
Choose OK.
To unclose a work order:Navigate to the Find Work Orders window.
Select a closed work order.
You can optionally enter other data selection information.
Click the Find button.
The Close Work Order window appears.
From the Tools menu, select Unclose Work Orders.
Save your work.
To close a rebuild work order:Navigate to the Find Rebuild Work Orders window.
Select a work order.
Only rebuild work orders are available.
Choose Find. The Close Rebuild Work Order window appears.
From the Tools menu, select Close Rebuild Work Orders.
The Close EAM Work Orders window appears.
In the Report Type region, select a report type. Your selection determines the type of information presented on the report that is produced by the concurrent process (Close Discrete Jobs) closing the work order. The report presents project information, the work orders closed, status information, as well as quantity information.
Select an Actual Close Date. This date must be greater than or equal to the system date.
Select a Submission Date. This date must be greater than or equal to the system date.
Choose OK.
Select a closed rebuild work order from the list of values.
Click the Find button.
The Close Rebuild Work Order window appears.
From the Tools menu, select Unclose Rebuild Jobs.
Save your work.
