Eclipse – How to run Work Order Processing Push Hold Date routine
You can change the general ledger posting dates for work order generations that are
open or still in process in an open general ledger period that you need to close.
Pushing the dates to the next open general ledger period allows you to post the
work orders when the order is complete, as you cannot post to a closed general
ledger period.
This process should be run each month prior to changing your G/L closing date for
Work Orders.
As the system pushes in-process work orders to a new general period, it creates the
In-Process Work Orders Pushed to Open General Period Report and places it in the
Hold File for the user who ran the process. The report lists all the work order IDs
with the original post date for each order. Drill down from a line in the report directly
into the work order.
If you currently do not have the Work Order Push Post Date option on your work
order reports menu, please call support to have it added.
Once added, below is an example of the screen for the routine:
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Eclipse – How to run Work Order Processing Push Hold Date routine
To post in-process work orders to the next open G/L period:
1. Open the Change Posting Date for Inprocess Work Orders screen.
2. In the Br/Tr/All field, enter the branch or territory for which you want to change
the posting date. Enter All to change the posting date for all in-process work
order generations at all the branches and territories.
3. In the Select Date field, enter the first date for which the system selects work
order generations for posting to the new posting date. The date defaults to the
first date in the current general ledger period.
a. For example, if you want to push all work order generations that are in
process after October 1, 2003 to the next period, enter 10/01/03 in the
Select Date field.
4. In the New Posting Date field, enter the date on which you want to post the inprocess work order generations to the general ledger. The posting date also
acts as the end
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