Reviewing PeopleSoft Maintenance Management Inquiries

This chapter presents an overview of Oracle's PeopleSoft Enterprise Maintenance Management inquiries and discusses how to:

Use the Asset Maintenance History inquiry.
Use the Work Order History inquiry.
Use the Work Progress Tracking inquiry.
Use the Purchasing and Pegging inquiry.
Use the Chargeback inquiry.
Use the Capitalization inquiry.
Use Crew Schedule inquiry.

Important! The View Preventive Maintenance and View Projection Summary and Detail inquiries are described in “Setting Up and Generating Preventive Maintenance Work Orders”.

Understanding PeopleSoft Maintenance Management Inquiries

PeopleSoft Maintenance Management provides the following online inquiries:

Asset Maintenance History inquiry.

The asset maintenance history inquiry displays the cost of maintenance for an asset. If the asset has a parent component, you can choose to roll up the child asset component cost to the parent asset.
Work Order History inquiry.

The work order history inquiry enables you to view the estimated and actual cost of maintenance by business unit and shops. You can use this information to examine maintenance costs, plan budgets, and define cost anomalies. This inquiry is also helpful in identifying the general percent variance on the work order cost spread out over business units and shops.
Work Progress Tracking inquiry.

Work progress tracking identifies which work order tasks are behind schedule. To determine if a work order task is behind schedule, the system calculates the difference between the scheduled end date and the actual end date, the scheduled start date and actual start date, both or either of those dates. This enables the users to identify which work order tasks are consistently behind schedule and why so that they can remedy the cause of delays.
Purchasing and Pegging inquiry.

Use pegging to associate specific supply, purchase requisitions, or purchase orders with work order demand. This essentially reserves the supply for that specific work order. Users can review the inquiry to see if the supply is pegged and the work order to which it is pegged.

When items are in short supply, organizations peg higher priority work order demands to specific supply to ensure that those demands are satisfied. This also enables the organization to schedule work orders more accurately. The purchasing and pegging inquiry also displays all of the associated requisitions and purchase orders that may exist for a given work order task.
Chargeback inquiry.

You use the chargeback inquiry to view costs that are generated based on work order transactions that are charged back to another general ledger business unit, department, account, and alternate account instead of the general ledger business unit that is specified in the work order business unit. The costs for labor, inventory and so on, goes through PeopleSoft Payables, PeopleSoft Inventory, PeopleSoft Purchasing, and PeopleSoft Payables and are then sent to PeopleSoft Project Costing, which calculates the chargebacks based on specific rules defined. Then the costs are sent to the general ledger business unit, department, accounts, and alternate accounts, which is different from the general ledger business unit specified in the work order business unit.

See Work Order Task Accounting.
Capitalization inquiry.

Capitalization costs inquiry enables you to view costs associated with maintenance and repairs in PeopleSoft Maintenance Management. Because the costs of these repairs can affect the value of the asset, you can set up rules in PeopleSoft Maintenance Management that flags specific assets so that PeopleSoft Project Costing applies certain rate types that look at the work order costs used to capitalize the asset. PeopleSoft Project Costing also generates capitalization costs.
Crew Schedule Inquiry.

Using the scheduled work inquiry users can view crew schedules using a date range. This inquiry enables users to search and view crew schedules across schedule periods, including all future and past schedules for a given crew. Users can drill down to the work order component to review parts availability, the requirements for each resource, and the work order resource schedules in detail.

Using the Asset Maintenance History Inquiry

This section discusses how to review asset maintenance history.

Pages Used to Review Asset Maintenance History

Page Name	Object Name	Navigation	Usage
Asset Search	WM_CINQ_ASSET	Maintenance Management, Inquiries, Asset Management Maintenance History, Asset Search	Search for assets associated with work orders.
Asset Maintenance History - Summary	WM_CINQ_ASSET_R1	Maintenance Management, Inquiries, Asset Management Maintenance History, Summary	Review the maintenance history of assets associated with work orders.

Reviewing Asset Maintenance History

Access the Asset Maintenance History - Summary page.

Asset Search

Use the Asset Search page to search for a single asset using the Asset Search link or a group of assets based on the search criteria that you enter on this page.

Summary

The summary page displays the data associated with your search criteria. Whether you search for a single asset or a group of assets, the system displays a list consisting of a summary of the estimated total cost of repairs and maintenance associated with a work order ID and the total actual cost of maintenance and repairs associated with the asset. You can also view the replacement cost, insured value, and the net book value of that asset.

You can manually add maintenance entries in PeopleSoft Asset Management. The manual entries are not related to PeopleSoft Maintenance Management because a work order is not created for this maintenance. The overall cost includes all costs associated for both the entries that Maintenance manually entered in PeopleSoft Asset Management, and any work orders created for the asset in PeopleSoft Maintenance Management.

Using the Work Order History Inquiry

This section discusses how to review the work order history inquiry.

Pages Used to Review the Work Order History Inquiry

Page Name	Object Name	Navigation	Usage
Work Order Search	WM_CINQ_WO	Maintenance Management, Inquiries, Work Order History, Work Order Search	Set up search criteria and search for work order history information.
Work Order History - Summary	WM_CINQ_WO_R1	Maintenance Management, Inquiries, Work Order History, Summary	Review the summary cost information for one or more work orders.

Reviewing the Work Order History Inquiry

Access the Work Order History - Summary page.

Work Order Search

You can identify a specific work order ID to search for or enter search criteria based on a work order business unit, which includes the capability to search for work orders associated with a specific project or a specific asset. You can also search for work orders based on the work order status and priority.

Summary

After you complete the search, the top of the page displays a sum total of the estimated costs, actual costs, and the percentage of variance between the two for all work orders listed on the page.

Following these totals, the page displays a breakdown of the total estimated and actual costs and the variance for each work order, and the total estimated and actual costs and variance for each work order task on the page. The start date and status also appear for each task. The page displays the work orders based on the shop with which they are associated.

Using the Work Progress Tracking Inquiry

This chapter discusses how to track work progress.

Pages Used to Track Work Progress

Page Name	Object Name	Navigation	Usage
Work Progress Tracking	WM_WOE_TWP	Maintenance Management, Inquiries, Work Progress Tracking	Review work order progress.
(Resource Name) Workbench	WM_WOTSK_WORKBENCH	Click the Workbench link on the Work Progress Tracking page.	Search for and review work order tasks assigned to a specific technician.
Work Order Details	WM_WOE_DETAIL	Click the Work Order ID link on the Work Progress Tracking page.	Displays the work order header and task details.
Schedules	WM_WO_TASK_SCHED	Click the Task number link on the Work Progress Tracking page.	Review the details of the selected task in the work order.

Tracking Work Progress

Access the Work Progress Tracking page.

Task Search View

Select a view that you previously created to narrow your search for work order tasks that are behind schedule.

View

Click this button to access the Task Search page where you specify the criteria used to search for certain work order tasks. On this page, you can also select the basis date to determine whether tasks are considered behind schedule for the inquiry based on the scheduled start date (the task started late), scheduled end date (the task ended late), both or either of those dates. When you save this search page and name the view, it becomes available for selection in the Task Search View drop-down list. This eliminates the need to specify the search criteria multiple times.

See Creating Work Order Task Search Views.

Results

When you click the Search button, a summary of the results of the search appear in the Results group box.

Total	Displays the total number of work order tasks that were considered based on the search.
Workbench	Click this link to access the Work Order Workbench and view a list of all the tasks returned by the search.
Total Behind Schedule	Displays the total number of the work order tasks in the list and that are thus behind schedule. Only those tasks that are behind schedule are listed.
Percent behind	Displays the percentage of the considered tasks that are behind schedule for the given search.

Tasks Behind Schedule

Lists the tasks that are behind schedule based on your search.

Select the Details tab to view work order ID, work order task number, the scheduled end date, the actual end date for the task, and the number of end days each task is behind.

If the task has not ended, the actual end date is blank, and the end days behind is the difference between the scheduled end date and the current date. This same logic applies if you chose the scheduled start date as your basis date. In that case, the actual start date or current date is used in the days behind calculation.

Click the Work Order ID link to display the Work Order Details page, which consists of the work order header details associated with the selected task, any work order header notes, and a list of all of the tasks that are associated with the work order. A description of each task, the task's status, and any asset information appears in the Task Details grid. The scheduled start and end dates and times of each task appears in Task Dates grid.

You can also click the Task number link on in the Details grid to access the actual task in the Schedules page of the work order.
Select the Details 2 tab to view additional details about each task, including the shop ID, scheduler's name, specific asset information, and project information associated with the work order task.

Using the Purchasing and Pegging Inquiry

This section discusses how to review the Pegging and Purchasing Inquiry.

Pages Used to Review the Purchasing and Pegging Inquiry

Page Name	Object Name	Navigation	Usage
Purchase Orders	WM_WO_PO_INQ	Maintenance Management, Inquiries, Purchasing and Pegging	Review any quantities pegged for the work order using purchase orders.
Requisitions	WM_WO_REQ_INQ	Maintenance Management, Inquiries, Purchasing and Pegging	Review any quantities pegged for the work order using requisitions.

Reviewing the Purchasing and Pegging Inquiry

Access the Purchase Orders page.

The Purchasing and Pegging inquiry provides a view into any requisition and purchase order transactions that are either created using a work order or created in PeopleSoft Purchasing and tied back from the requisition or purchase order to a work order. You can select a specific work order and task on the Work Order Procurement Inquiry page. The work order header information and the work order task number and description appear on the Purchase Orders page and the Requisitions page. You can create a requisition for materials or resources needed in a work order task on the Purchase On/Hand grid, then these requisitions appear in the grid on the Requisitions page. A purchase order sourced from a requisition also appear on the Purchase Orders page. If you created one or more purchase orders for the task, each one is listed on the Purchase Orders page. This inquiry not only displays the pegging relationships, but also provides a view into any requisition or purchase orders transactions that a work order creates.

Resource Line Number	Identifies the line number of the selected resource in the work order task's schedule from which the purchase order was created.
PO Business Unit (purchase order business unit)	Identifies the business unit associated with the purchase order created for this work order resource.
Line Number	Identifies the purchase order line number.
Schedule Number	Identifies the purchase order schedule associated with the line number.
Distribution Line	Identifies the distribution line number for the purchase order.
Quantity Available	Indicates the quantity available that is requested for the work order.
Pegged Quantity	Indicates the quantity of the resource that is reserved based on this purchase order for this work order task line.

Using the Chargeback Inquiry

This section describes how to review the chargeback inquiry.

Pages Used to Use the Chargeback Inquiry

Page Name	Object Name	Navigation	Usage
Chargeback Search	WM_CINQ_CHBK	Maintenance Management, Inquiries, Chargeback, Chargeback Search	Search for chargebacks associated with work orders.
Chargeback - Summary	WM_CINQ_CHRG_R1	Maintenance Management, Inquiries, Chargeback, Summary	Review a summary of chargebacks associated with work orders.
Chargeback - Detail	WM_CINQ_CHRG_D	Click the View Detail button on the Chargeback - Summary page.	Displays detail information for chargebacks.

Reviewing the Chargeback Inquiry

Access the Chargeback - Summary page.

Chargeback Search

Use the Chargeback Search page to view chargeback cost to other general ledger business units for completed work orders. You can filter your search or specify a criteria.

Summary

The Chargeback - Summary inquiry page displays the summarized chargeback debit and credit amounts by work order business unit, shop, and then totals for each respective general ledger business unit under each shop. The actual costs for labor, inventory, and non-inventory items are processed and sent to PeopleSoft Project Costing, which calculates the chargebacks based on the accounting rules. The Chargeback Search page for the inquiry enables criteria to be entered to view a specific population of data. The inquiry also provides the View Detail button to see the specific work orders that made up the debit and credit balances.

Using the Capitalization Inquiry

This section discusses how to use the capitalization inquiry.

Pages Used to Review the Capitalization Inquiry

Page Name	Object Name	Navigation	Usage
Capitalization Search	WM_CINQ_CAP	Maintenance Management, Inquiries, Capitalization, Capitalization Search	Search for work orders with capitalization costs.
Capitalization - Summary	WM_CINQ_CAP_R1	Maintenance Management, Inquiries, Capitalization, Summary	Review a summary of capitalization costs associated with work orders.
Capitalization - Detail	WM_CINQ_CAP_D	Click the View Details link on the Summary page.	Displays the detail associated with a specific work order.

Reviewing the Capitalization Inquiry

Access the Capitalization - Summary page.

Capitalization Search

You can identify a specific asset ID to search for or enter search criteria based on a work order business unit, which includes all assets on a work order related to the work order business unit. You can also search by shop, Asset Management business unit, asset type, asset subtype, manufacturer ID, model, location, asset area ID, and work order closure date.

Summary

Depending on your search criteria, you can view the total amount for all assets to be capitalized, the actual total cost, and the associated details for that search criteria. For example, if you search by the work order business unit, the system displays all assets associated with that business unit and the sum of all capitalization costs and the actual total cost. Following these totals is a grid displaying the breakdown of the total amount to be capitalized and actual total cost by the asset business unit, asset type, asset subtype, and so on.

If you filter your search criteria by selecting an Asset Management business unit and asset ID, the system displays the total amount capitalized and the actual total cost for that specific asset ID, broken down by work order IDs and costs for each work order ID. This inquiry helps to identify the amount of capital work performed and the actual expenses for each shop and business unit.

Important! Select Maintenance Management, Work Order Management, Work Order Processing and run the Cost Summarization process after you run the Capitalization process in order for the amount to be capitalized values to appear on this inquiry.

Using the Crew Schedule Inquiry

This section discusses how to review the Crew Schedule Inquiry.

Pages Used to Use the Crew Schedule Inquiry

Page Name	Object Name	Navigation	Usage
Crew Schedule Work Inquiry	WM_CS_INQ	Maintenance Management, Inquiries and Reports, Crew Schedule Inquiry	Review the past, current, and future schedules for a selected crew.
Work Order	WM_WO_HDR	Click the Work Order ID link on the Crew Schedule Work Inquiry page - Crew Assignment tab. Maintenance Management, Work Order Management, Work Order	Access and update the work order depending on user authorizations.
WO Task Description	WM_TSK_DESC2_SEC	Click the Task Description link on the Crew Schedule Work Inquiry page - Crew Assignment tab.	Review the work order ID, business unit, task number, and description associated with a selected task.
Schedules	WM_WO_TASK_SCHED	Click the Yes or No link associated with Labor, Tools, Inventory, or Purchase/On-Hand on the Crew Schedule Work Inquiry page - Resources tab.	Access the Labor Schedules grids, Tool Schedules grids, Inventory Schedules grids, or Purchase/On-Hand Schedules grids on the Schedules page in the Work Order and update if authorized to do so.
Asset Information	WM_WO_ASSET_SEC	Click the Asset ID - Descriptions link on the Crew Schedule Work Inquiry page - Asset Information tab.	Review information about the asset selected for a task.

Reviewing the Crew Schedule Inquiry

Access the Crew Schedule Work Inquiry page.

You must select a work order business unit, shop, crew and period range start date to search for a crew schedule inquiry. Selecting a craft is optional. If you do not select an end date to the period range, the system displays all schedules with dates equal to or greater than the period range start date.

When you click the Search button, a list of work orders and their associated tasks, which are scheduled and approved for the selected crew displays based on the start date (and end date, if selected) that you entered. This inquiry enables you to view the work order task, its scheduled start/end date time, completed date, associated resources, and asset information if authorized.