Close a work order

Best practice

1. At the EMMS main menu, click the Work Orders button. The Work Orders display screen appears.
2. Right-click on the work order and select Change. The Edit Work Order change screen appears.
3. Click the Close WO button. The Close Work Order screen appears.
   • If there are any billable lines, the text "WO has billable lines. Exit and correct if necessary" will appear in red. This is informational only; it is up to you to decide whether to exit from the closing process and make whatever corrections may be required.
4. Change any field values as required.

   Closed Dateis the date the work order is being closed.

   Closed Timeis the time of day the work order is being closed.

   Invoice Dateis the date that will be printed on the work order invoice.

5. Click the Perform Close button to complete closing the work order.
   • If required metrics have not been entered for the work order, the Metric Measurements change screen will appear. If the entire work order is sublet, meter readings are not required.
   • If all requisitioned parts have not been received, you will not be able to close the work order. You will return to the Edit Work Order change screen where the message "Close not allowed. 'Entered' requisitions exist for line 99." will appear. You will have to fully issue the parts for the line(s).
   • Each line of the work order is checked for warranty. If a claim does not exist for any line that requires it, you will not be able to close the work order.
   • If auto-claim creation is turned on, warranty claims will be automatically created at this point.
   • If requisitioned parts have not been installed, the screen Requisitioned Parts Not Installed will appear.
   • If sublets were not received and invoiced/closed, the system will not be able to close those lines. Depending on your system setup, you may not be able to close the work order until all sublets have been received.
   • The Equipment In/Out of Service screen may appear.
   • If the business parameter has been set to require work order approval authorization, Enrich will validate the work order cost against these limits. The system first looks for a specific approval limit for the user. If it is not found, it then looks for a limit for the user's group. If the user does not have a sufficient approval limit, the system will not allow the user to proceed to the work order approval panel. Work order approval generates the invoice to the customer.
   • If the work order is subsequently not approved due to a GL error, the approval screen will continue to be displayed so you can see the error message and reset the work order.
   • Tax is not self-assessed for miscellaneous units.
   • You will return to the Work Orders display screen where the message "Work Order 999 has been closed" will appear at the bottom of the screen.

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