Skip to main content
Share / Export

IN Material Order Close

IN Material Order Close closes material orders in a batch and, on File → Process Batch, relieves remaining committed cost and units, relieves allocated units on IN Location Materials, and adjusts total/remaining committed units and costs in Job Cost. Status becomes Closed and Month Closed is set.

Update only loads the grid. Closing happens at Process Batch — not on Update.

Before you start​

  • Decide filter scope: JC company, job, MO range, and whether to include Open MOs that still have remaining cost or units.
  • Closable set (form wording): Open or Complete orders (no remaining units, or marked complete in IN Material Order Entry), or orders that still have remaining costs/units (unconfirmed or partially confirmed) when that checkbox is on.
  • Field definitions (when the remaining checkbox is off): only Open or Complete MOs with no remaining costs or units are included — stricter than the form’s “units or marked complete” wording. Prefer the field-defs filter behavior when the checkbox is off.

Steps​

  1. Open IN Material Order Close.
  2. Set selection criteria:
    • JC Co# — blank = all JC companies.
    • Job — blank = all jobs.
    • Include all 'Open' and 'Completed' Matl Orders on this Job — checked = all Open or Completed in scope (all companies/jobs if JC/Job blank). Uncheck to use a Beginning/Ending Material Order range instead.
    • Beginning / Ending Material Order — range to add; blank = first through last. If JC Co# and Job are blank, the range spans all companies and jobs.
    • Include 'Open' Matl Orders with Remaining Units & Costs — include Open MOs that still have remaining cost or units. Unchecked excludes those; only Open/Complete with no remaining costs or units remain.
    • Close Date — applies to every MO in the batch (defaults to today).
  3. Click Update. Matching MOs fill the grid. Run Update again after changing criteria if needed.
  4. Highlight a row and press Delete to drop one MO. Clear empties the whole grid. Cancel only closes the form — MOs already loaded stay in the grid.
  5. When the batch is ready: File → Process Batch → validate → preview reports → post.

What Process Batch does​

  • Relieves remaining committed cost and units.
  • Relieves allocated units in IN Location Materials.
  • Adjusts JC total and remaining committed units and costs.
  • Sets MO status to Closed and updates Month Closed.

To reopen later, use Reopen a Material Order (sidebar sibling; not covered on the Close form pages).

Hard rules​

  • Update ≠ close. Process Batch performs the relief and status change.
  • Without the remaining-units/costs checkbox, Open MOs that still have remaining cost or units are excluded.
  • Close Date is batch-wide.
  • Do not close jobs/orders that still need open commitment.

Notes​

  • Related: IN Material Order Entry, Confirming IN Material Orders, IN Material Order Confirm Init, Reopen a Material Order, About Committed Costs, About Updating Committed Units in Job Cost, About Posting Sales of Materials, IN Add Transaction to Batch, IN Material Copy.