This chapter contains the following topics:
Quick creation of work orders.
Approvals for work orders.
Activity rules for work orders.
Project setup and tracking.
Project management reporting flexibility.
You can create a single work order or a group of work orders quickly and easily, with minimal pre-planning. To save time and reduce the possibility of errors, you can also use parent work orders and processing options when you set up work orders so that the system enters much of the information for you, based on the parent work order.
You can establish approval controls for a work order based on a variety of criteria, including work order type, status, and the monetary amount involved. For example, you can specify that all maintenance work orders must be approved before any work can begin. You can also specify who must approve the work orders and the threshold monetary amount for which each person is responsible. The threshold is the amount above which the person specified must approve the work order. If the amount is less than the threshold, the approval is not required. You can also review the approval status of a work order.
You can define work order activity rules that differ by work order type. You can use these rules to track a work order through its life cycle, review work orders that apply to certain procedures, and prepare reports that are based on the current status of a work order. You can also define the flow of statuses (steps) that a work order must follow during its life cycle. In addition, you can also define:
Whether the work order is active or inactive at a particular status.
Whether and when to lock the work order to prevent changes.
You can save paper as you track work orders and projects with the work orders programs. You enter work orders online and perform most of the subsequent processing without having to rely on printed documents.
You can easily locate a work order using a variety of information. For example, you can review all of the work orders that are assigned to a particular person, location, or project. You can limit the search for a work order by using any combination of this information:
The job or business unit.
The address book numbers of the originator, customer, manager, or supervisor.
The life cycle status of a work order.
Any combination of the user defined category codes.
The type of work order.
The priority assigned to a work order.
Start and completion dates.
You can use the work orders programs to track the simple estimate and budget requirements of a work order. For example, you can enter budget information and track the information throughout the work order's life cycle. In addition, you can use a variety of reports to compare estimates with actual information.
You can track each work order according to control dates that you define. You can define any of these control dates:
The transaction date (the date when a work order is entered into the system).
The start date.
The planned completion date.
The actual completion date.
The assignment date (the date when the person who is responsible for the work receives the work order).
You can assign several levels of responsibility to each work order on the Work Order Entry form, such as:
The job or business unit that is charged for the work order.
The originator of the work order.
The manager.
The supervisor.
You can also use category codes to assign levels of responsibility to work orders. You can review all of the work orders that are assigned to a particular person or location.
You can describe work orders briefly by using two or three words, or you can provide much more detail. You can also arrange work orders into groups and enter different types of information in each group, such as:
Expected actions.
Actual operations performed.
Required tools.
Procedures for completing the work.
You define the record types that are appropriate to the organization.
You can create, organize, update, and track small projects and all of their associated work orders with ease and efficiency. You can manage projects according to:
The customer number.
The parent work order number (project number).
The job or business unit.
You can manage projects using these reports:
| Report | Description |
|---|---|
| Cost Summary | Provides cost summary information, such as estimated and actual costs for work orders. |
| Cost Detail | Provides cost detail information, such as individual transaction details for work orders. |
| Work Order Summary | Provides summary information about work orders, such as hours planned and actual hours charged as of a specified date. |
| Detailed Task Description | Provides detailed information about the work orders in a project. |
| Project Status Summary | Provides summary and detailed status information for all work order projects that are assigned to a specific manager. |
These tables are used in Work Orders:
| Table | Description |
|---|---|
| Next Numbers (F0002) | Assigns a unique number to each work order that you create. |
| User Defined Codes (F0005) | Stores valid user defined system codes and descriptions. |
| Business Unit Master (F0006) | Stores job and business unit information. |
| Generic Message/Rates (F00191) | Stores general instructions that relate to a work order. |
| Address Book Master (F0101) | Contains name and address information for the customer, manager, originator, and supervisor. |
| Account Master (F0901) | Contains the chart of accounts information. |
| Account Balances (F0902) | Stores balances by account and by work order. It also stores information by ledger type and fiscal year. |
| Account Ledger (F0911) | Stores amount and unit information for each work order. The work order information is stored as a subledger with a subledger type of W. |
| Work Order Default Coding File (F48001) | Stores default manager and supervisor codes for work orders by category codes 01 through 03. |
| Work Order Record Types File (F48002) | Contains the valid work order record types. It stores header information for the Work Order Instruction (F4802) table. |
| Work Order Master File (F4801) | Stores information about a work order, such as the description, estimated hours, responsibility, and costing information. It also stores planned start and end dates. This table contains one record for each work order. |
| Work Order Instructions File (F4802) | Stores description text and the various record types that are defined in the user defined codes, such as Description of Request and Final Disposition. This table contains one record per line of instruction. |
| W.O. Status Action Table (F4826) | Stores activity rules that relate to a work order. |
| Work Order Approval Routing (F4827) | Stores rejection status of work orders. |