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Closing Production tickets en-mass based on a date


BOSullivan
Freshman I
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Is there a way to “close” multiple completed production tickets base on close date?  For example, I would like to close all completed production tickets that were completed between 01/01/2023 to 03/31/2023. 

Best answer by Laura02

Hello,

Automation Schedules can be used to close Production Orders based on your criteria. An example was posted last year. I hope the example helps you.

 

Laura

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3 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • Answer
  • May 21, 2024

Hello,

Automation Schedules can be used to close Production Orders based on your criteria. An example was posted last year. I hope the example helps you.

 

Laura


angierowley75
Acumatica Moderator
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  • Acumatica Moderator
  • 817 replies
  • May 21, 2024

Make sure you really want to close each Production Order - as once they are closed, they cannot be re-opened.  Any financial adjustments will need to be made directly to the GL.


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@BOSullivan System currently do not store the Completion date of the production order. However, event gets recorded in the Events tab of the production order maintenance form whenever production order record is completed. I believe you will need customization for system to narrow down the completed production orders by completion date.


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