Manufacturing: New Locked Status for Production Orders

In previous versions of MYOB Acumatica Manufacturing Edition, when the status of a production order on the Production Order Maintenance (AM201500) form was changed from Completed to Closed, the production order became unavailable for any transaction, and the WIP balance was cleared from the production order. If the manufacturing manager closed the production order, then the manufacturing cost accountant was unable to reopen the production order to make adjustments as part of the review process.

MYOB Acumatica Manufacturing Edition 2024.1.1 introduces the new Locked status on the Production Order Maintenance form. This status can be assigned to a production order after Complete and before Closed if it fits the company's processes. When a production order is Locked, the system prevents labor, material, and move transaction costs from being applied to the production order. The manufacturing cost accountant can review the cost of the locked production order and make any needed WIP adjustments to it before closing the order.

Also, a new role, Manufacturing Cost Accountant, has been introduced. An administrator can assign this role to the users who will review and adjust the production orders before closing them. When a manufacturing cost accountant closes a production order, the system posts the final WIP balance to the general ledger.

Enabling of the Locking of Production Orders

To support the review and locking of production orders for further labor, material, move, or WIP transactions, the Lock Production Orders before Closing check box has been introduced on the Production Preferences (AM102000) form (see the following screenshot). This setting reflects whether the Locked status can be set for production orders in the system.

Figure 1. The new check box on the Production Preferences form

If the check box is selected, the manufacturing manager can click Lock Order and Unlock Order on the More menu of the Production Order Maintenance (AM201500) form to lock or unlock the production order.

Locking of Production Orders

When the manufacturing manager has reviewed the completed production order and needs to lock the production order to prevent all transactions except WIP adjustments on the order, the manager can click the new Lock Order button on the Production Order Maintenance (AM201500) form (see the following screenshot).

Figure 2. The new button on the Production Order Maintenance form

The clicking of Lock Order causes the production order status to change to Locked (see the following screenshot).

Figure 3. The new status on the Production Order Maintenance form

When the production order status is Locked, the Close Order command is available on the More menu (see the following screenshot).

Figure 4. The Close Order command on the Production Order Maintenance form

If the manufacturing manager needs to capture additional labor, material, or move transaction costs on the production order, they can click Unlock Order on the More menu (see the following screenshot) to change the status of the order back to Completed.

Figure 5. The new command on the Production Order Maintenance form

Viewing of Locked Production Orders

To support the viewing of locked production orders, the Locked tab (see the following screenshot) has been introduced on the Production Order Maintenance (AM2015PR) list of records. This tab displays all of the production orders that have the Locked status.

Figure 6. The new tab on the Production Order Maintenance list of records

Mass Locking or Unlocking of Production Orders

The Lock Production Orders (AM517000) form has been created to provide the ability to lock and unlock multiple orders at the same time (see the following screenshot). The default action is Lock Order; with this action selected, the table displays production orders with the Completed status. When the selected action is Unlock Order, the table displays production orders with the Locked status.

Figure 7. The new Lock Production Orders form

The user clicks Process to lock or unlock selected production orders or clicks Process All to lock or unlock all listed production orders. After the locking of production orders, the status of processed production orders that previously had a status of Completed is updated to Locked. After the unlocking of production orders, the status of processed production orders that previously had a status of Locked is updated to Completed.

Additional Information

For details on creating production orders, see Production Processing: General Information.