How to Close Out a Work Ticket in Sage 100 Production Management

You can close out a work ticket in Sage 100 Production Management by processing a standalone Close transaction or by checking the Close box during a Completion entry.

Method 1: Close During a Completion Entry (Recommended if finishing remaining items)

1. Navigate to Production Management > Main > Work Ticket Transaction Entry.
2. Set the transaction type to Completion.
3. Select the target work ticket.
4. On the Lines tab, locate the Close checkbox and select it while entering the final completed quantity into inventory.
5. Accept and save the entry.
6. Run the Daily Work Ticket Reports/Update to post the transaction and close the work ticket.

Method 2: Create a Standalone Close Transaction (If no more inventory is being received)

1. Navigate to Production Management > Main > Work Ticket Transaction Entry.
2. Select Close from the transaction type drop-down menu.
3. Select the specific work ticket you want to close.
4. Leave the completion quantity at zero if you are not adding more finished items to stock.
5. Accept and save the entry.
6. Run the Daily Work Ticket Reports/Update to finalize the closure.

Note: Closing a work ticket clears any remaining costs from Work-In-Process (WIP) general ledger accounts, moves remaining balances to the default variance/scrap account, and prevents any further transactions from being posted to that ticket.