Work Order Post

Menu Path: Manufacturing Images\bluerarw.gif Work Order Processing Images\bluerarw.gif Work Order Post

Purpose

Post completed work orders.

Overview

Use Work Order Post to post work orders to the general ledger. After work orders have been fully confirmed (completed) in Work Order Confirm, you can post the work orders to reflect on-hand inventory of finished goods. For more information, see Unbalanced General Ledger Entries from Other Modules FAQ.

Posting Work Orders

  1. Select the period(s) for which you want to post work orders.

  2. Select the location(s) for which you want to post work orders.

  3. If you want to post only specific work orders, clear the All Work Orders check box, and select a range of work orders.

  4. If you want to post only work orders for specific dates, clear the All Dates check box, and select the dates.

  5. If you are not using express work orders, select the Work Orders radio button, and select the transactions you want to post (work orders, materials, or both).

  6. Click the Print Options tab, and select report output options for the posting report.

  7. Click the OK button in the ribbon. The Confirm Posting dialog box appears, and asks you to confirm you want to post work orders.

  8. Click the Yes button. The work orders are posted and the WO Posting to G/L Report appears.

  9. Review and/or save the report, and close it. The work orders are posted.

Posting Errors - Invalid General Ledger Accounts

If a No WOs to post message appears when you post work orders, there may be work orders that contain invalid general ledger accounts. After the first attempt at posting work orders with invalid general ledger accounts, a WO Exception Report is generated as follows:

Date: 03/18/2020 Time: 13:40:35   apprise Page: 1

  WO Exception Report for Apprise Software Inc.

Report Date - 03/18/2020

Report Options --- Location: Somerville Warehouse

The following WO’s can not be posted because of invalid accounts:

    WO Number

-------------

NJ000000003

NJ000000013

NJ000000016

*** End of Report ***

In this case, work orders # NJ000000003, NJ000000013, and NJ000000016 should be corrected for invalid general ledger accounts. Invalid general ledger accounts are corrected by clicking the Accounts button in Work Order Maintenance, and selecting valid accounts.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Work Order Post window.

OK

Click this button to post work orders for the selected criteria. When you click this button, the Confirm Posting dialog box appears and asks you to confirm you want to post work orders. Click the Yes button to proceed with the posting process.

General Tab Fields and Buttons

Field or Button

Description

All Periods

Select this check box to post work orders for all available periods. This check box is cleared by default.

Period

Click the Lookup button to select a period for which to post work orders. This field is only enabled if you clear the All Periods check box. This field defaults to the current open period set up in the Warehouse Management module.

Note If you are posting material transactions, select the period corresponding to the material confirmation date. If you are posting work orders, select the period corresponding to the work order confirmation date.

Year

Click the Lookup button to select a year for which to post work orders. This field defaults to the current open year set up in the Warehouse Management module.

All Locations

Select this check box to post work orders for all locations. This check box is cleared by default.

Location

Enter a location prefix or name for which to post work orders, or click one of the Lookup buttons to select a location prefix or name. These fields are only enabled if you clear the All Locations check box. These fields default to the default location entered for your user ID in User Extended Options.

All Work Orders

Select this check box to post all work orders. This check box is selected by default.

From

Enter the first work order number in a range of work orders that you want to post, or click the Lookup button to select a work order number. This field is only enabled if you clear the All Work Orders check box.

To

Enter the last work order number in a range of work orders that you want to post, or click the Lookup button to select a work order number. This field is only enabled if you clear the All Work Orders check box.

All Dates

Select this check box to post work orders for all dates. This check box is selected by default.

From Date

Enter the first date in a range of dates for which to post work orders, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

To Date

Enter the last date in a range of dates for which to post work orders, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

Express Work Orders/Work Orders

Select whether you want to post express work orders or work orders. For information on the differences between processing work orders and express work orders, see Work Order Process Flows.

Transactions

Select whether to post work orders, materials, or both. Work order processing occurs after work orders are inventory adjusted. Material processing occurs after materials are inventory adjusted. These radio buttons are only available if you select the Work Orders radio button.

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

  • Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant.

  • File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name.

  • Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.

  • Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file.

  • Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

Save Report File

Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Save Access Database File

Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Output File Type

Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.

Specify File Name

Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.

Output Directory

Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.

Output File Name

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.

Excel Format Name

Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.

Format Maintenance

Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.

Save As Type

Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.

Include header

Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.

Delimiter

Enter a comma (,), caret (^), or vertical bar (|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.

Enclosing Character

If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.

Printer

Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.

Subject

Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.

Report File Prefix

Enter a prefix for the report file name. This field is only available if you select the Email radio button.

Add Additional Comments

Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.

Print Full Heading on All Pages

Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.

Print Title Line on All Pages

Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.

Report Language 1

Enter the first language for the report, or click the Lookup button to select a language.

Report Language 2

Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.

Horizontal Shading

Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.

Collate

Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field.

Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.

Horizontal Shading Color

Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.

Number of Copies

Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.

Process

Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Note If you select the Schedule radio button, you cannot output to the screen.

Task Occurs

Select one of the following options:

  • Once - Output or process at a specified date and time.

  • Every - Output or process on a recurring basis. You can select to output/process at a specific time:

    • every week on specified days

    • after a specified number of days

    • on the first or last day of each month

    • after a specified number of minutes

  • After - Output/process after a specified task is completed.

These radio buttons are only enabled if you select the Schedule radio button.

NOTE If you select the Every radio button, each posting is for the current period and year at the time of the posting.

Time

Enter the time to output or process, and select AM or PM.

These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Date

Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Frequency

Select one of the following:

  • Day of Week - Output or process every week on the selected days.

  • Days - Output or process after a specified number of days, starting on a specified date.

  • Month - Output or process on the first or last day of each month, starting on a specified date.

  • Time - Output or process after a specified number of minutes, starting on a specified date.

These radio buttons are only available if you select the Every radio button.

Day of Week

Select the day(s) of the week to output or process.

These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.

Repeat Every X Days

Enter a number of days after which to output or process. This field is only available if you select the Days radio button.

Repeat On

Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.

Repeat Every X Minutes

Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.

Triggering Task Id

Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.

Triggering Task Name

This field displays the name of the triggering task. This field is only available if the After radio button is selected.

Triggering Task Description

This field displays the description of the triggering task. This field is only available if the After radio button is selected.

Task Description

Enter a description of the task. This can help users understand the purpose of a recurring task.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.

External Email

Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.

Screen Alert

Select this check box to display an alert when the task is completed.

Internal Email

Select this check box to send an internal Apprise email when the task is completed.

Report Files

This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:

  • Print - Select the check box in this column to output the report file.

  • Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button.

  • Report Description - This column displays the description of each report file.

  • Report Filename - This column displays the .rpt file name for each report file.

  • Report Name - This column displays the name of each report file.