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Open/Close Operations

Open/Close Work Order Operations​

Purpose To change the status of a Work Order and/or the operations attached to a Work Order to CLOSED. Note: This program does not bill out the Work Order to the customer; the Work Order Billing program handles the billing. The Work Order Billing program allows you to bill and close a Work Order at the same time.

DockMaster differentiates between the two processes of Closing a Work Order and Closing an operation.

Closing an operation will merely change the status of the operation to CLOSED. The purpose is to prevent a user from adding additional charges to an operation.

This program also allows you to reopen an operation at any time and add additional charges or make adjustments.

From the menu select Service, Billing/Closing, Open/Close Work Order Operations.

Work Order Operations​

The process of closing a Work Order will close the Work Order and all operations attached to it. Important: You can re-open a Work Order at any time.

  • Work Order Id - Enter the work order number to close. The Customer’s Name and Boat Id will default in automatically when you enter in the Work Order number.
  • The Operations grid will have all the operations on the Work Order listed. To close an operation, put a check mark in the Closed column of the operation you want to close. By leaving the boxes in the Closed column un-checked, the operation status is Open.
  • To quickly select ALL operations to Open or Close, use the Open All and Close All buttons at the bottom of the grid.
  • If there are any Unapplied Work Order Deposits, they will show at the bottom left hand corner of the Operation grid.
  • If there are any Open Special Orders on the Work Order, the special order number will show up in the grid at the bottom right hand corner of the Operations grid.
  • When an Operation is closed, if there are parts allocated for this operation that have not yet been entered on to the operation, the parts will be "unallocated".
  • To Close the Work Order, click the close work order icon. DockMaster will ask you for a Completion Date and all Operations will automatically get closed. Click the Save icon to save changes.
  • If all the Operations have not been entirely billed out (i.e Progress Billing), the Close Work Order prompt will be grayed out. You will not be able to close a work order until everything has been billed.

Re-Opening a Closed Work Order​

You may need to Re-Open a closed work order to make billing adjustments or add additional charges.

  1. To Re-Open a closed work order, enter in the closed work order number.
  2. The Work Order will now have an Open status.
  3. The Operations still have a closed status until you manually make the change from closed to open.