Production

Work order statuses and actions

What each work order status means, which action moves an order forward, and what release and start do to stock and reservations.

Where to find itManufacturingProductionWork Orders

3 min readLast updated

A work order moves through a fixed sequence of statuses. Each action is offered only when it makes sense, both in the row's actions menu on the list and as buttons at the top of the work order page. Actions that change stock need the work order management permission.

The statuses

Status

What it means

Actions available

Planned

Created and editable. No stock is touched.

Edit, Release, Cancel

Released

Checked and handed to the floor. Materials may be reserved.

Start, Issue materials, Report production, Cancel

In Progress

Production has started.

Issue materials, Report production, Complete, Quality hold, Cancel

Completed

Finished goods received and the cost finalised.

Reverse

Cancelled

Stopped. Everything it moved was returned.

None

Reversed

A completed order that was undone by a reversal order.

None

A badge On hold next to the status means a quality hold is in place. See Place and release a quality hold. An order whose number ends in -REV carries the badge Reversal WO.

Release a work order

  1. Open Manufacturing › Production › Work Orders.

  2. On a planned order, open the actions menu, or open the order, and select Release.

  3. Confirm Release this work order to the shop floor?

A work order page with the lifecycle buttons at the top

Before releasing, the system checks every material against the stock available in the source warehouse, which is the quantity on hand minus what other orders have reserved. If anything is short, the release is refused with the message Cannot release work order: Insufficient materials in stock. Receive or transfer the missing stock and try again.

If Auto-reserve materials is on in the manufacturing settings, the release also reserves the materials. Reserved stock stays in its warehouse, but other orders and documents see less available. The reservations are listed on the order's Reservations tab.

After release, the order's BOM, routing, quantities and dates are locked.

Start production

  1. On a released order, select Start.

  2. Confirm Start production for this work order?

The status becomes In Progress and the actual start date is recorded. Starting moves no stock and posts nothing. It opens the order for completion.

The usual sequence

  1. Release the order.

  2. Issue materials to move them to the work-in-progress warehouse. See Issue materials to a work order.

  3. Start the order.

  4. Report production per operation as the work progresses. See Report production.

  5. Complete the order. See Complete a work order.

Materials can be issued and production reported from the Released status onwards. Completing requires In Progress.

Common questions

Can I edit a released order? No. Cancel it and create a new one, or complete it and reverse it if it was already finished. See Cancel or reverse a work order.

What does the progress bar show? The completed quantity against the planned quantity. The completed quantity of the order is the lowest quantity completed across its operations, because a unit counts only when every operation has processed it.

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