Posting In-Process Work Orders to the Next Open G/L Period

You can change the general ledger posting dates for work order generations that are still in process in an open general ledger period that you need to close. Pushing the dates to the next open general ledger period allows you to post the work orders when the order is complete, as you cannot post to a closed general ledger period.

Important: Use this process with caution. All in-process work order generations that fall into the criteria you indicate can change when this process runs.

As the system pushes in-process work orders to a new general period, it creates the In-Process Work Orders Pushed to Open General Period Report and places it in the Hold File for the user who ran the process. The report lists all the work order IDs with the original post date for each order. Drill down from a line in the report directly into the work order.

To post in-process work orders to the next open G/L period:

From the Program Editor, run the WIP.DVR.PUSH.POST.DATE program to display the Change Posting Date for Inprocess Work Orders screen.
In the Br/Tr/All field, enter the branch or territory for which you want to change the posting date. Enter All to change the posting date for all in-process work order generations at all the branches and territories.
In the Select Date field, enter the first date for which the system selects work order generations for posting to the new posting date. The date defaults to the first date in the current general ledger period.

For example, if you want to push all work order generations that are in process after October 1, 2003 to the next period, enter 10/01/03 in the Select Date field.

In the New Posting Date field, enter the date on which you want to post the in-process work order generations to the general ledger. The posting date also acts as the end date for selecting work order generations.

For example, if you want to push all work order generations that are in process during the month of October 2003, enter 10/01/03 in the Select Date field and 11/1/03 in the New Posting Date field. All in-process work order generations with post dates from 10/01/31 to 10/31/03 at the branch you indicated in the Br/Tr/All field post on 11/1/03.

Use the Begin hot key to run the process immediately or use the Schedule hot key to schedule the process to run at a later time or at regular intervals using the Phantom Scheduler.

If the original completion date for a work order is after the new posting date you entered in the New Posting Date field, the original completion date for the order does not change. If the original completion date was before the new posting date, the new completion date for the order is now the same as the new posting date.