RE: Can we cancel/close work order if linked sales order is closed for some reason

Hello Experts,

Can you help us achieving the requirement that when a work order is generated for a sales order line item, and for some reason, let say customer change request, we close the Sales order.

Currently, the production team has now way of knowing if that related work order needs to be build, so they continue until manually told to not build it.

Is there a way this can be automated? Like work order gets auto cancelled, closed if associated Sales order is closed?

Karanjot Rookie Asked on October 10, 2023 in Administration.
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1 Answers

Yes, there are a few ways to automate the cancellation of a work order when a sales order is closed. One way is to use a workflow engine. For example, in NetSuite, you can create a workflow that will automatically cancel a work order when the associated sales order is closed.

Another way to automate this process is to use a custom script. For example, you could write a script that runs on a schedule and checks for any sales orders that have been closed since the last time the script ran. If the script finds any closed sales orders, it can then cancel the associated work orders.

Finally, some ERP systems have built-in functionality for automating this process. For example, in SAP S/4HANA, you can configure the system to automatically cancel work orders when the associated sales orders are closed.

Here are some specific steps you can take to automate the cancellation of work orders when sales orders are closed:

  1. Identify the ERP system you are using.
  2. Determine if your ERP system has built-in functionality for automating this process.
  3. If your ERP system does not have built-in functionality, you can use a workflow engine or a custom script to automate the process.

Once you have chosen a method for automating the process, you will need to configure it. This will involve specifying the following:

  • Which sales order statuses will trigger the cancellation of the work order.
  • Who should be notified when the work order is canceled.
  • Whether any other actions should be taken when the work order is canceled, such as reversing any inventory transactions that have already occurred.

Once you have configured the automation process, you should test it to make sure it is working as expected. Once you are satisfied with the results, you can deploy the automation process to production.

By automating the cancellation of work orders when sales orders are closed, you can help to ensure that your production team is not working on orders that are no longer needed. This can save time and money, and it can also help to improve the accuracy of your inventory records.

Beginner Answered on October 11, 2023.
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