When you create a new Work Order Plan, it has state "Open".
There are three states for a Work Order Plan:
When the Work Order Plan is ready to be used for creating Work Orders, select Release > Release. In the "Released" state, you can create Work Orders from the Work Order Plan.
If you need to update a Work Order Plan that has been released, select Release > Reopen on the plan. Status changes to "Open", and you can edit the plan. When you're done editing, remember to release the Work Order Plan again by selecting Release > Release.
If a Work Order Plan is no longer required, select Release > Close on the plan.
You can delete a Work Order Plan if the plan is in state "Open" and no ledger entries are related to it, meaning you have not posted item/resource/expense registrations on related Work Orders. If you want to delete a Work Order Plan, select Work Orders > Work Order Plans, or select the Open Plans tile on your role center. Select the Work Order Plan in the list > Manage > Delete to delete the plan.
If required, you can batch Release Multiple Work Order Plans. In the lists:
you can change the state of multiple Work Order Plans at a time.
In a list, select the Work Order Plans that you want to change to the same state. Select Batch Release, and select the state you want to use on the plans.
Copyright Dynaway A/S