Release, issue, complete, and cancel work orders

Goal

Move a work order from Planned through shop-floor execution to Completed, or Cancel when still empty of WIP cost.

Who it is for

manufacturing.manage (release/cancel); manufacturing.produce (issue/apply/complete).

Preconditions

• Open accounting period for issue / apply / complete GL posts.
• Component stock available in the WO warehouse (inventory rules / out-of-stock policy apply on issue).
• Tenant policies: Require BOM on WO release (default on), optional Require routing on WO release, Allow partial material issue.

Steps — release

1. Open a Planned work order.
2. Choose Release → status Released.
3. Hard stops: already closed status; missing BOM/routing when policies require them.

Steps — issue materials

1. From list use Issue all, or detail Issue selected with quantities.
2. First successful issue sets In progress and actual_start.
3. Hard stops: not released/in progress; partial lines when policy forbids; over-issue; non-positive qty.

Steps — apply operations

1. On detail Operations, choose Apply for a pending op.
2. Marks operation Done and adds labor/overhead into WIP.

Steps — complete

1. Confirm Complete this work order and receive finished goods?
2. Requires released/in progress and WIP cost > 0 (No cost has been accumulated in WIP for this work order yet. if materials+labor+overhead ≤ 0).
3. Receives finished goods (default = WO item × qty), clears WIP to inventory, posts variance; status Completed.

Steps — cancel

1. Confirm Cancel this work order?
2. Allowed only when not completed/cancelled and accumulated WIP cost is zero.

Result

Completed WOs have stock receipts and costing; cancelled WOs leave no WIP.

Related

• Troubleshoot
• Setup policies