Menu Path: Manufacturing Work Order Processing Work Order Post
Post completed work orders.
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.
Select the period(s) for which you want to post work orders.
Select the location(s) for which you want to post work orders.
If you want to post only specific work orders, clear the All Work Orders check box, and select a range of work orders.
If you want to post only work orders for specific dates, clear the All Dates check box, and select the dates.
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).
Click the Print Options tab, and select report output options for the posting report.
Click the OK button in the ribbon. The Confirm Posting dialog box appears, and asks you to confirm you want to post work orders.
Click the Yes button. The work orders are posted and the WO Posting to G/L Report appears.
Review and/or save the report, and close it. The work orders are posted.
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.
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. |
Field or Button |
Description |
Select this check box to post work orders for all available periods. This check box is cleared by default. |
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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. |
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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. |
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Select this check box to post work orders for all locations. This check box is cleared by default. |
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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. |
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Select this check box to post all work orders. This check box is selected by default. |
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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. |
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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. |
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Select this check box to post work orders for all dates. This check box is selected by default. |
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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. |
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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. |
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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. |
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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. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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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 |
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Specify File Name |
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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 |
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Excel Format Name |
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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 |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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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 |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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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 |
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Number of Copies |
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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:
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 |
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Date |
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Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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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 |
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Screen Alert |
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Internal Email |
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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:
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