Using the Work Order Posting Date Utility

Use the Work Order Posting Date Utility in conjunction with the Work Order Holding Report to reset posting dates so that general ledger periods can be closed. If a work order is not complete and you cannot complete it before the accounting period closes, you can set the start date to after the new period opens. Any work order with the status of In-Process has the start date reset. The Work Order Holding Report indicates which work orders are still outstanding.  

To adjust posting dates for work orders:

1. From the Orders > Reports > Work Order Reports menu, select Work Order Posting Date Utility to display the Work Order Posting Date Utility window.

2. In the Branch/Terr/All field, enter the branch or branches for which you need to handle the posting date utility.

3. In the Select Date field, select the date for the for the work orders you need to reset the posting date for in order to balance your general ledger.

4. In the New Posting Date field, enter the new date you to use for the work orders.

5. Set options, if needed, and generate the report.

See Also:

Creating G/L Accounts for Work Orders

Determining Work Order Product Price and Cost Methods