SM Work Order Close Form
Use the SM Work Order Close form to close a work order scope or work order.
You can access this form from SM Work Orders by either selecting the Close option from the status drop-down for an Open or Completed work order scope or by clicking Close WO (at the bottom of the form).
When you close a work order scope, the behavior differs slightly depending on whether the work order has a single scope or multiple scopes. If multiple scopes exist, the system closes only the scope you select. If only one scope exists for the work order, the system closes both the scope and the work order. Once closed, you can no longer add work completed or purchase orders to the work order scope. However, you can bill the scope (if Flat Price) or existing work completed lines associated with the scope.
Close CriteriaWhen you close a work order or a work order scope, the system checks for the following criteria:
Provisional Miscellaneous Work Completed – Miscellaneous work completed lines with this status are auto-added to a work order from standard charges or miscellaneous requirements. Before you can close the scope/work order, you must process these using SM Batches.
Pending Invoices – If pending invoices exist, you will be unable to close the scope or the work order until you process the work completed lines in SM Batches. The system also checks for pending invoices associated with the work order/scope. If any exist, you will need to either process the invoices or cancel them.
Open Trips – If open trips exist (those with a status of Open), a warning is displayed. If you select to close the work order, the open trips will be deleted. If you do not want the trips deleted, change applicable trips to a status other than Open. Trips with a status other than Open will be set to Completed.