PeopleSoft Enterprise Maintenance Management 9.1 PeopleBook

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.
Perform an asset maintenance cost analysis.
Use the Work Order History inquiry.
Use the Work Progress Tracking inquiry.
Use the Work Order Procurement 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.
Asset Maintenance Cost Inquiry.

The Asset Maintenance Cost Inquiry component enables you to analyze work order and non-work order related asset maintenance costs for assets based on a specified time frame.
Work Order History inquiry.

The Work Order History inquiry component 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 component 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 Purchasing and Pegging inquiry component 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 component 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 component 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, go through PeopleSoft Travel and Expenses, 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.

The Capitalization inquiry component 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 Crew Schedule inquiry component 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	Definition Name	Navigation	Usage
Asset Search	WM_CINQ_ASSET	Maintenance Management, Inquiries and Reports, Asset Maintenance History, Asset Search	Search for assets associated with work orders.
Asset Maintenance History - Summary	WM_CINQ_ASSET_R1	Maintenance Management, Inquiries and Reports, Asset Maintenance History, Summary	Review the maintenance history of assets associated with work orders.

Reviewing Asset Maintenance History

Access the Asset Maintenance History - Summary page. (Maintenance Management, Inquiries and Reports, Asset Management Maintenance History, and select the Summary tab.)

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.

Performing an Asset Maintenance Cost Analysis

This section presents an overview of the Asset Maintenance Cost Inquiry and discusses:

Set up for asset maintenance cost analysis reporting.
Run the Maintenance Cost Data Extraction Process (WM_ASSETCOST).
Select assets for maintenance cost analysis.
Review maintenance costs by specified dimensions.
Chart maintenance costs by specified dimension or period.
Review maintenance costs by asset.
Chart maintenance cost data by asset or period.
Review asset maintenance costs by work order.

Asset Maintenance Cost Inquiry Overview

Use the Asset Maintenance Cost Inquiry in PeopleSoft Enterprise Maintenance Management to analyze work order and non-work order related asset maintenance costs for assets based on a specified time frame. The work order costs are based on work orders that are closed in PeopleSoft Maintenance Management and updated in the Asset Maintenance History. The non-work order costs are entered manually in the Track Service and Repairs component in PeopleSoft Asset Management. Both work order and non-work order costs are derived from the Asset Maintenance History in PeopleSoft Asset Management and comprise the overall costs in the Asset Maintenance Cost Inquiry.

You can specify an asset dimension and time frame and view the total summary maintenance costs and detail maintenance costs for the specified dimension such as asset type and subtype for an asset group or for all assets. You can also drill down from the Cost Analysis page for a selected asset cost dimension to view the individual asset costs within that dimension on the Cost by Asset page. In addition, you can drill down from the Cost by Asset page for a selected asset to view all the work order and non-work order data associated with the selected asset on the Cost by WO (work order) page.

If you only want to view the costs by asset, you can select the Cost By Asset tab, enter the appropriate search criteria and view the asset costs. If you only want to view the costs by work order, you can select the Cost By WO tab, enter the appropriate search criteria and view any work orders or non-work orders associated with one or more assets.

The Asset Maintenance Cost Analysis divides the cost per unit of usage, such as run time hours or miles driven into the maintenance cost per vehicle. This metric enables you to compare which assets are costing more or less than others to maintain. The maintenance planner can examine other factors, such as the manufacturer, the location, the region in which the asset is operated, the skill level of the maintenance technicians repairing the vehicles, the way the vehicles are operated, and more to determine various methods for lowering the cost of maintenance.

The Asset Maintenance Cost Inquiry enables you to:

Create one or more asset cost groups and analyze the maintenance costs for assets in a specific group.
Perform an asset search based on selected asset criteria.
View a maintenance cost summary and detail costs of all of the assets within a specified dimensions.
Analyze asset maintenance costs based on a various dimensions.
Analyze asset maintenance cost per unit of usage.
View the asset maintenance cost per unit of usage by meter type.
View the asset maintenance cost for a selected asset.
View the asset maintenance cost by maintenance type.
View asset maintenance cost by work order.
View the maintenance costs associated with child (component) assets for a selected parent asset and given time frame.

This is the component cost roll-up to the parent asset based on maintenance history and asset hierarchy structure history.

Reporting Setup

Before you can run the Maintenance Cost Data Extraction process (WM_ASSETCOST) and view the Asset Maintenance Cost Inquiry, you must set up monthly, quarterly, and yearly summary calendars and specify these calendars on the Maintenance Management Reporting Setup component. The Maintenance Cost Data Extraction process uses this information to extract asset maintenance cost data for the Asset Maintenance Cost Inquiry. You do not change this calendar setup once you run the extraction process and summarize the data. If you change the reporting calendar, you must run the cost extraction process again to refresh all cost data.

Maintenance Cost Data Extraction Process

You run the Maintenance Cost Data Extraction process (WM_ASSETCOST) based on how you set up the summary calendars in the Reporting Setup component. The first time that you run the Maintenance Cost Data Extraction process, it should extract and summarize all of the asset cost history data to use to perform an online asset maintenance cost analysis for work order and non-work order related assets. Ideally, any subsequent run should extract only new cost history or recently updated cost history.

The system can easily detect all newly added cost history, but cannot detect recently updated cost history. The Track Service and Repairs component in PeopleSoft Asset Management enables you to add new costs associated with an asset, as well as update work order maintenance costs that are generated by the WO Close process (WM_CLOSE). To accommodate this restriction, when you run the Maintenance Cost Data Extraction process, you can specify the number of months of data to refresh in the subsequent run while keeping all older data in tact on the Maintenance Cost Data Extraction Process run control page. This helps to maximize the processing performance. You can also refresh all cost data, which refreshes all previously extracted cost data as if you are running the process for the first time.

When you run the process, you can select a check box to:

Refresh the Date Sequence table by specifying the number of years into the past for the process to generate the date and populate the date sequence.
Refresh all previously flattened asset hierarchy data.

If this data is not refreshed, the system processes the asset hierarchy that was changed since the previous run.
Refresh all previously extracted maintenance cost data.

If you choose not to extract all of this data, you can enter the number of months of cost history data for the process to refresh.

Note. You should set this process to run in the background on a regular basis on the Process Scheduler Request page.

When the extraction process runs, it extracts the asset maintenance costs for both work order and non-work order maintenance for all assets including the costs associated with the components of the assets. The process:

Calls the Generate Date Dimension process based on the request parameter.
Calls the Flatten Asset Hierarchy Process (WM_ASSETHIER).
Extracts the asset cost information (work order, non-work order, and asset component costs) from the transaction tables.

The Asset Maintenance History records provide the costs, which are populated either by the Work Order Close process in PeopleSoft Maintenance Management or by manual user data entry on the Track Service and Repairs component in PeopleSoft Asset Management.

How to Determine the Cost Per Unit of Usage

Cost per unit of usage is determined based on the total maintenance cost (both work order and non-work order costs) and total usage (both work order and non-work order usage) captured during the analysis period.

Work Order Related Cost

If the cost is related to the work order, the system uses the work order task close date to determine whether to include these costs in the cost analysis. For example, if a work order task is closed on 02/02/2005 and the analysis time frame is Q2 2005 then the system will include the work order task cost.
Non-Work Order Related Cost

If the cost is non-work order related (entered manually by the user in the PeopleSoft Asset Management Track Service and Repairs component), the system uses the maintenance date associated with the cost entry in the Asset Maintenance Cost History table to determine whether to include this cost in the cost analysis.

This table describes how the unit costs are calculated. The work order related costs are based on the close date of the work order and the non-work order related costs are based on the maintenance date in the Track Service and Repairs component in PeopleSoft Asset Management.

	1/1/2006	2/15/2006	6/20/2006	7/1/2006	12/12/2006	12/31/2006	2/15/2007
Miles Usage		100	300	400	500		150
Cost (USD)		1,000.00		2,000.00			1,000.00
		WO Related	WO Related	Non-WO Related	Non-WO Related		WO Related

Analysis Period		Total Usage	Total Cost	Unit Cost
2006 – Q1		100	1,000.00	10.00
2006 – Q2		300
2006 – Q3		400	2,000.00	5.00
2006 – Q4		500
2006		1300	3,000.00	2.31
2007		150	1,000.00	6.67

Cost Analysis Charts

Based on the data you choose to analyze, you can create charts to view these costs in a graphic format. These charts include:

Cost by Analysis Dimension chart

This charts the asset maintenance costs for a specified number of specific categories that fall under the asset dimension that you select to display in the Asset Cost by Dimension grid. For example, if the dimension is asset type and subtype, you might want to display the maintenance costs of the asset types facility, hardware, and software on chart.
Total Cost by Period chart

This charts the asset maintenance costs for each period for a specified number of periods. This data is based on the specified dimension data and the periods that appear in the Asset Cost by Dimension grid.
Estimated, Total, or Unit Cost by Asset chart.

This charts either the estimated, total, or unit cost for a selected number of assets from the Asset Cost grid.
Estimated, Total Cost, or Unit Cost by Period chart.

This charts the estimated, total, or unit cost for a selected number of periods for assets that appear in the Asset Cost grid.

Pages Used to Analyze the Asset Maintenance Cost Inquiry

Page Name	Definition Name	Navigation	Usage
Maintenance Management Reporting Setup	WM_REPORTING_SETUP	Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Reporting Setup	Specify the monthly, quarterly, and yearly summary calendars, which the system uses when it runs the Maintenance Cost Data Extraction Process (WM_ASSETCOST) and enables you to view the Asset Maintenance Cost Inquiry
Maintenance Cost Data Extraction Process	WM_COST_RUN_OPT	Maintenance Management, Work Order Management, Work Order Processing, Maintenance Cost Extraction	Extracts and summarizes all of the asset cost history data to use to perform an online asset cost maintenance analysis for work order and non-work order related assets the first time it is run. Subsequent runs should extract only new cost history or recently updated cost history.
Asset Selection	WM_ASSET_COST_SRCH	Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Asset Selection tab.	Search for assets to analyze using the Asset Maintenance Cost Inquiry.
Asset Search	WM_ASSET_SRCH_SEC	Click the Insert Asset into Group button on the Asset Selection tab.	Identify the assets that you want to include in an asset cost group.
Cost Analysis	WM_COST_ANALYSIS	Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Cost Analysis tab.	Search for the assets that you want to display and analyze on this page based on one or more specific dimensions.
Statistics	ASSET_MAINT_02	Asset Management, Service and Maintenance, Tracks Service and Repairs.	Enter estimated and actual costs for a selected asset.
Asset Cost by Meter Type	WM_COST_BY_MTRTYPE	Click the Unit Cost by Meter Type icon on the Asset Cost by Specified Dimension – Cost Summary grid on the Maintenance Cost Analysis page.	Review the total actual cost, total usage, and cost per unit of usage for each meter type associated with an asset.
Maintenance Cost by Asset	WM_COST_BY_ASSET	Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Maintenance Cost by Asset tab. Click the Maintenance Cost by Asset icon for a selected row on the Maintenance Cost Analysis page for an asset.	Review the work order and non-work order related maintenance costs for a specific asset.
Asset Information	WM_WO_ASSET_SEC	Click the Asset Description link in the Asset Cost group box on the Maintenance Cost by Asset page (tab).	Review information associated with a selected asset.
Asset Cost by Component	WM_COST_BY_COMP	Click the View Component Cost for a selected asset row on the Maintenance Cost by Asset page. This icon only appears for an asset associated with an asset hierarchy.	Review the component's description and costs associated with a selected asset.
Asset Cost by Maintenance Type	WM_COST_BY_MAINT	Click the View Cost by Maintenance Type for a selected row on the Asset Cost by Maintenance Type page.	Review costs by maintenance type associated with the selected asset.
Maintenance Cost by Work Order	WM_COST_BY_WO3	Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Maintenance Cost by Work Order tab. Click the View Cost by Work Order icon for a selected asset row.	Review any work order costs associated with the selected asset.

Setting Up for Asset Maintenance Cost Reporting

Access the Maintenance Management Reporting Setup page. (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Reporting Setup)

Note. Fiscal calendars are set up in the sample data and are usually set up when you set up all of your financial data.

See Calendar Options.

SetID	Enter the setID associated with the cost analysis data that you want to analyze.
Monthly Calendar	Select the monthly fiscal calendar to apply when running the Maintenance Cost Data Extraction process.
Quarterly Calendar	Select the quarterly fiscal calendar to apply when running the Maintenance Cost Data Extraction process.
Yearly Calendar	Select the yearly fiscal calendar to apply when running the Maintenance Cost Data Extraction process.

Running the Maintenance Cost Data Extraction Process (WM_ASSETCOST)

Access the Maintenance Cost Data Extraction Process page. (Maintenance Management, Work Order Management, Work Order Processing, Maintenance Cost Extraction)

Last Run On

Displays the date and time that this process was last run.

If this is the first run of this process, this field is blank.

Last Date Sequence Generated

Displays the date of the last date sequence that the system processed.

Instance

Displays a process instance number after you run this process. If a second process instance number appears to the right of the Last Date Sequence Generated field, this is the process instance generated for the run prior to this current process run. In other words, this process instance number appears if the process has been run before.

You can click the Process Monitor link to view the status of the process on the Process Server tab. You can also review the Server List and click the Details list to review the various details regarding each process instance.

Request ID

Enter this ID on the Extract Maintenance Cost - Add a New Value when you add a run control ID. You can change this ID on the Maintenance Cost Data Extraction page.

Description

Enter the description of the Request ID.

Refresh All Date Sequence

Select this check box to refresh the date sequence table.

No of years into the past (number of years into the past)

Enter the number of past years that you want to include in the date sequence refresh process.

Refresh All Asset Hierarchy

Select this check box to refresh all previously flattened asset hierarchy data. Otherwise, the system processes only the asset hierarchies that were changed since the previous run.

Refresh All Cost Data

Select this check box to refresh all previously extracted maintenance cost data, or leave this check box blank to display the No of Months of Cost Data check box.

No of Months of Cost Data (number of months of cost data)

Enter the number of months of cost that you want to refresh.

Run

Click this button to run the Maintenance Cost Data Extraction process (WM_ASSETCOST).

Setting Up an Asset Cost Group for Maintenance Cost Analysis

Access the Asset Selection tab. (Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Asset Selection tab.)

To create an Asset Cost Group on the Asset Maintenance Cost Inquiry - Add a New Value tab by entering a name for the Asset Cost Group and clicking the Add button.

Asset Cost Group	The name of the Asset Cost Group that you created on the Add a New Value page appears in this field.
Description	Enter a description of this Asset Cost Group.
Number of Assets	This is the total number of assets in the group and is updated when you search for and select the assets that you want to include in this group, click the Insert Assets into Group button, and save the page.
Insert Assets into Group	Click this button to search for and select the assets that you want to include in this group. The Asset Search page appears where you can select asset search criteria to narrow your search and click the Search button. A list of assets appear in the Search Results grid. You can also select the assets that you want to include in the asset cost group and click the Copy Selected Assets button. Note. If an asset is associated with an asset component hierarchy, the Hierarchy icon displays in the Search results for the asset. You can click this icon to access the Asset Component Hierarchy page and view the asset hierarchy structure. Note. You can add only three hundred assets to a group at a time due to the page restrictions.
Search for Assets in the Group	Use this group box when you access an existing asset cost group and want to search for specific assets within this group. Select the asset criteria to narrow your search and click the Search button inside the group box. Only the assets within this asset cost group that meet your search criteria appear on the Assets Selected for Analysis grid.
Assets in the Group	Select the assets that you want to analyze in this grid before you click the Analyze Assets button.
Remove Selected Assets	Select the assets that you want to remove from the asset cost group from the Assets Selected for Analysis grid and click this button to remove those assets.
Remove All Assets from Group	Click this button to remove all of the assets in this asset cost group. A page appears asking if you are sure you want to remove all the assets in the group. If you select Yes, all of the assets in this asset cost group are removed.
Analyze Assets	Click this button to display the Maintenance Cost Analysis tab in order to perform the maintenance cost analysis.

See Searching for an Asset.

Reviewing Maintenance Costs by Specified Dimension

Access the Cost Analysis page. (Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Cost Analysis tab, or click the Analyze Assets button on the Asset Selection page.)

Summarized By

Click the down arrow to display and select one of these options:

Area ID

Asset Type/Subtype

Location

Manufacturer/Model

Shop

The system does not perform a unit cost analysis for a shop.

Work Order Type

The system does not perform a unit cost analysis for a work order type.

And

Click the down arrow to display and select one of these options:

Blank (none)

Select the blank field and the system summarizes the data by the timeframe specified in the search criteria.

Accounting Period

The system summarizes the data by fiscal accounting period.

Fiscal Quarter

The system summarizes the data by fiscal quarter.

Fiscal Year

The system summarizes the data by fiscal year.

Go

Click this button after selecting the previous two dimension values.

Any asset maintenance costs that fall under the selected criteria appear on the tabs in the Asset Cost by Specified Dimension group box.

Note. Use the Search Criteria group box described below to narrow your search criteria to expand the number of assets or just assets in the selected group before you select this button.

Search Criteria

Use this Search Criteria group box to narrow your search for all assets or just assets within this group to display in the Asset Cost by Specified Dimension group box.

Consider Only Assets in Group	Select this check box to only include assets in the specified group in the search. Remove the check mark to include all assets included in the search criteria.
Analysis Timeframe	Select one of these time frame options: Current Fiscal Quarter Displays the From and To dates of the selected calendar's current fiscal quarter. Last Accounting Period Displays the From and To dates of the selected calendar last accounting period. Last Fiscal Quarter Displays the From and To dates of the selected calendar's last fiscal quarter. Last Fiscal Year Displays the From and To dates of the selected calendar's last fiscal year. Specific Period After selecting this option, enter theDate From and To dates for a specific period. The defaultDate From date that appears is the beginning of the accounting period based on the reporting monthly calendar setup, and the To date field is blank. Year to Date Displays the date From as the beginning of the current fiscal year and the To date as the end date of the current fiscal year, based on the Fiscal Year defined in the system. For example, from 01/01/2008 to 12/31/2008.
Max Rows Displayed (maximum rows displayed)	Enter the maximum number of rows that you want to display in the Asset Cost by Specified Dimension group box. You can enter any number you want. Refer to the example in the description of the Total Rows field.
Total Rows	Displays the total number of rows that meet the search criteria. If you choose to display a subset of the total row, you specify a number in the Max Rows Displayed field. For example, if 2000 rows are returned from the search, and you entered 200 in the Max Rows Displayed field, then the Total Rows field value will be 2000, but the number of rows that display on the page will be 200. You can enter any value you want for the Max Rows Displayed field. Note. This field and the one above it also appear on the Maintenance Cost By Asset and Maintenance Cost By Work Order pages.

Asset Cost by Specified Dimension

Asset costs display in the grid fields of these tabs.

Cost Summary

Click this tab to display a summary of the asset maintenance costs for assets associated with work orders and assets entered manually in PeopleSoft Asset Management. The grid fields are based on the dimensions that you specified at the top of the page. The system obtains the estimated costs from the Asset Maintenance History records. The Work Order Close (WM_CLOSE) process, which processes the scheduled costs, and manual entries in the PeopleSoft Asset Management Track Service and Repairs component update these Asset Maintenance History records. The system displays the following summarized information:

Period

Displays the period based on your specifications in the summarization options and search criteria. If you do not select a value in the Summarized By And field, this column does not appear in the grid.
Estimated Asset Cost

Displays the sum of all the resource estimated costs including labor, tools, materials, purchasing, and other costs for all of the assets included in the cost dimension and period. The costs for work order related assets are derived from the scheduled cost data of closed work orders, which are updated in the Asset Maintenance History records. The estimated costs for non-work order related assets is derived from the data entered in the Track Service and Repairs component in PeopleSoft Asset Management.
Estimated Component Cost

Displays the sum of all the resource estimated costs including labor, tools, materials, purchasing, and other costs for all of the component assets included in the selected cost dimension and period.

Note. Only parent assets can have component costs.
Total Estimated Cost

Note. This is the sum of the Estimated Asset Cost and the Estimated Component Cost values.
Actual Asset Cost

Displays the sum of all the resource actual asset costs including labor, tools, materials, purchasing, and other costs associated directly with the maintenance of the asset. If the assets within the specified summarization dimension are associated with a work order, the actual costs are derived after the work order is closed and the data is update in the Asset Maintenance History record. Non-work order actual costs are derived from values entered manually by users in the Track Service and Repairs component in PeopleSoft Asset Management.
Actual Component Cost

Displays the sum of all the resource actual component costs including labor, tools, materials, purchasing, and other costs associated with the component assets.

Note. Only parent assets can have component costs.
Total Actual Cost

Displays the sum of the Actual Asset Cost and the Actual Component Cost.
Variance Amount

Displays the variance between the estimated and actual cost amounts.
Variance Percent

Displays the percentage of variance between the estimated and actual cost amounts.
Unit Cost by Meter icon

Click this icon to access the Asset Maintenance Cost by Meter Type page for a specific row. This page lists the Meter Types associated with assets in the selected dimension, and the Total Actual Costs, the Total Usage, the Cost per Unit of Usage, and the Currency for each meter type. The costs are based on the time frame selected in the Search Criteria of the Maintenance Cost Analysis page and the selected row.
View Cost by Asset icon.

Click this icon to display and access the Maintenance Cost by Asset tab (page.)

Cost Detail

Select this tab to view a summary of the detail values based on the selected dimension and period. The fields on this tab are:

Estimated Labor Cost
Estimated Materials Cost
Estimated Purchase Cost
Estimated Tools Cost
Estimated Other Cost
Labor Cost
Materials Cost
Purchase Cost
Tools Cost
Other Cost

Currency

Select this tab to view the currency associated with these summarized asset maintenance costs. This is the base currency derived from the Asset Management business unit and the default book, such as CORP, associated with Asset Management business unit.

Charting Maintenance Costs by Specified Dimension or Period Data

Access the Cost Analysis Chart group box (click the down arrow) to select options that result in the display of various charts of the summary asset maintenance cost data.

Cost Chart Type

Click the down arrow to identify if you want to create a Cost Analysis by Dimension chart or a Cost by Period chart.

Select:

Cost Analysis by Dimension

Select to create a chart based on the data that appears on the Asset Cost by Specified Dimension grids after running the Asset Maintenance Cost process for one of these dimensions selected in the Summarized By field at the top of the page, which include Area ID, Asset Type/Subtype, Location, Manufacturer/Model, Shop, and Work Order Type.

Cost by Period

Select this option to create a chart based on the select Summarized By dimension listed above, such as asset type/subtype, and one of the values selected in the Analysis Timeframe field, which include Current Fiscal Quarter, Last Accounting Period, Last Fiscal Quarter, Last Fiscal Year, Specific Periodand Year to Date. Dates first four options

Important! Use the scroll arrows to the left of the Chart Cost button to view any additional Cost Dimensions or Periods depending on the selected chart type. For example, if you indicated that you wanted to chart the total costs of twelve asset type/subtypes, and only four asset types/subtypes appear on the first page of the chart, click the arrow to scroll through the remaining pages of the chart to view the total costs for the remaining eight asset type/subtypes.

Charting Cost by Period

Cost by Period

Select this option to create a chart based on the values selected for Summarize By fields and the Analysis Timeframe field. For example if you chose Asset Type/Subtype, Fiscal Quarter, and specified a period from 01/01/2008 to 12/31/2009 clicked the Chart Cost button,

After you select the Cost by Period option, the Chart From Period and No of Periods to Chart fields appear on the chart.

Do not enter any values in these two fields the first time you create a chart. Click the Chart Cost button. This will chart all data in the Asset Cost by Specific Dimension grid. The No of Periods to chart field will be updated with the total number of distinct periods in the grid.

The system displays the total costs per period for total number of periods included in the Asset Cost by Dimension data for each asset dimension. Each dimension is identified by a different color.

For example, you select:

Asset Type/Subtype for the Summarized By: field.
Fiscal Quarters for the And: field.
Specific Period for the Analysis Timeframe field.
01/01/2000 for the Date From: field.
01/01/2008 for the To: field
The Go button to run the Asset Cost Maintenance Analysis process.

The resulting cost data appears on the Asset Cost by Specified Dimension grids with each dimension broken down by the specified period characteristics, or based on our example the cost of each Asset Type/Subtype dimension (12) per quarter over a period of seven years.
Select Cost by Period as the Chart Type.
Click the Chart Cost button.

The chart displays the total cost by period for of each the dimensions.

In our example the first chart we create displays the total cost per quarter over a period of seven years for each of the 12 asset cost/subtypes dimensions. The twelve dimensions are represented by 12 different colors of lines defined on the chart.

To narrow the amount of data that appears on the chart we must enter data in the Chart From Period and No of Periods to Chart fields.

Chart From Period

Enter the number of the period from which you want to start charting.

Based on our example, if you enter 1, the first period on the X axis of the chart will be Q1, 2000 for each of the asset type/subtypes.

No of Periods to Chart (number of periods to chart)

Enter the total number of periods that you want to appear on the X axis of the chart for each of the asset type/subtypes.

Based on our example, if you enter 12, the periods that display on the X axis of the chart will be:

Q1 2000
Q2 2000
Q3 2000
Q4 2000
Q1 2001
Q2 2001
Q3 2001
Q4 2001
Q1 2002
Q2 2002
Q3 2002
Q4 2002

This chart will display the total cost per period for the previous listed 12 periods, with each of the 12 dimensions represented by a different colored line.

Charting Cost Analysis by Dimension

Cost Analysis by Dimension	Select this value from the Chart Type dropdown list. When you select this option, the system will create a chart based on the data that appears on the Asset Cost by Specified Dimension grids after running the Asset Maintenance Cost process for one of the following dimensions: Asset Type/Subtype Manufacturer/Model Location Area ID Shop WO Type After you select Cost Analysis by Dimension, the fields Chart From (cost dimension such as Asset Type/Subtype) and No of (cost dimension such as Asset Type/Subtypes appear. The first time you create the chart, leave these fields blank and click the Chart Cost button. Assume that you selected Asset Type/Subtypes as the cost dimension for the analysis. When you click the Chart Cost button, the system charts the Total Costs on the Y axis for each asset type/subtype on the X axis that were included in the data after you ran the Asset Cost Analysis process. For example, after clicking the Chart Cost button for the asset type/subtype dimension, the chart displays the following asset type/subtypes on the X axis of the chart. Facility Facility/HVAC Heating Fleet/Auto Fleet/Truck IT Hardware IT Hardware/ Laptop IT Software Property Property/Building Equipment Equipment/Network Machinery The amount of data in a chart containing a large number of asset type/subtypes may difficult to read. To narrow the number of asset type/subtypes that you want to appear on the chart and make it easier to read, you now enter numbers in the additional fields that appear on the chart.
Chart From (Cost Dimension)	Enter the number of the cost dimension from which to start charting. The field name that displays is based on the cost dimension value that was selected for the analysis. For our example, the field name appears as Chart From Asset Type/Subtype Enter the number of asset type/subtypes you want to chart from based on the total number that appeared on the first chart you created. In our example twelve asset types/subtypes appeared on the first chart we ran. We want to start our next chart from IT Hardware, which is the fifth asset type/subtype in the X axis of our original chart. Therefore, we will enter a 5 in the Chart From Asset Type/Subtype field. Note. The cost dimension (e.g. Asset Type/Subbtype, Location, etc.) will be in alphabetical order on the X-Axis of the chart. This field indicates the Nth cost dimension from which the chart will start.
No of (Cost Dimensions) (number of cost dimensions)	Continuing with our example, this field name appears as No of Type/Subtypes. Enter the number of asset type/subtypes that you want to view on the X axis of your chart based on the number you entered in the Chart From Asset Type/Subtype field. Based on our example, let's assume we want to chart the total costs for the asset type/subtypes: IT Hardware, IT Hardware/Laptop, IT Software. Since we entered 5 in the previous field to start counting from, then we will enter 3 in this field. When we click the Chart Cost button again, the chart displays the total costs for IT Hardware as the first value on the X axis, then the total costs for IT Hardware/Laptop as the next value on the X axis, and the total costs for IT Software as the final value on the X axis. Important! If your data includes a large number of cost dimensions (for example, 30 asset type/subtypes), you can click the arrows to the left of the Chart Cost button to view all of the charted data.
Chart Cost	Click the Chart Cost button to display the chart based on the selected and entered criteria such as chart type, chart from period/dimension and more. Important! Use the scroll arrows to the left of the Chart Cost button to view any additional Cost Dimensions or Periods depending on the selected chart type. For example, if you indicated that you wanted to chart the total costs of twelve asset type/subtypes, and only four asset types/subtypes appear on the first page of the chart, click the arrow to scroll through the remaining pages of the chart to view the total costs for the remaining eight asset type/subtypes.

Reviewing Maintenance Costs by Asset

Access the Costs by Asset page. (Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Cost by Asset tab; or drill down by clicking the View Cost by Asset icon for a selected dimension on the Cost Analysis tab.)

Selecting the Cost By Asset Tab

When you select the Cost by Asset tab to access the Cost By Asset page, you can search for an view the costs of multiple assets either within the asset cost group, specify a subset of assets within the asset cost group, or include assets outside the group. Selecting this tab enables you manipulate the search criteria according to your specifications. or for all assets in the system. Setting up a subset of assets enables you can to perform a more detailed side-by-side analysis using the subsequent data and charting capabilities.

Selecting the View Costs by Asset Icon for a Row on the Cost Analysis Page

Click the View Cost by Asset icon for a row in the Asset Cost by Specified Dimension grid on the Cost by Analysis tab. The asset cost data for the selected row appears on the Cost by Asset page as display-only. You can not modify this information.

When you click the View Cost By Asset icon for a specific row in the Asset Cost by Dimension grid on the Cost Analysis page, the Cost By Asset page displays assets in the Asset Cost grid based on the criteria that you originally specified for that row on the Cost Analysis page. You cannot modify the search criteria on the Cost By Asset page. The only assets that appear in the Asset Cost grid are the assets that fall within the dimensions that you specified on the Cost Analysis search page. This presents a much narrower range of assets to analyze and chart.

For example, if you analyze the cost by asset type and subtype and select a row where the asset type and subtype is Fleet/AUTO and the period is April, 2003-04, when you click the Maintenance Cost by Asset icon to drill down to the asset level view, only assets and cost data belonging to the Fleet/AUTO asset type and subtype and fall within the cost for period April, 2003-04 appear on the Maintenance Cost by Asset page.

Reviewing the Cost by Asset Page

Whether you access the Cost By Asset page by selecting the Cost By Asset tab or clicking the View Cost by Asset icon, an Asset Cost grid appears on the page with these tabs.

Cost Summary	This tab displays the summarized estimated, total estimated, actual, total actual costs, along with the variance for each asset that displays in the grid. If you selected the Cost By Asset tab, these costs will be summarized based on the specification you selected on this page. If you selected the View Cost by Asset icon, these costs will be summarized based on the dimensions that you specified on the Cost Analysis page. In addition, you can: Click each asset's link in the grid to view the Asset Information page, which describes the basic information about the asset. Click the View Cost by Maintenance Type icon for each asset's row and access the Asset Cost by Maintenance Type page. This page the displays Cost Summary, Cost Detail, Downtime, and Currency tabs for each maintenance type associated with the selected asset in the specified time frame. Click the View Cost by Work Order icon for each asset's row to display the Cost By WO (work order) tab for the work order and work order tasks associated with the selected asset only. The Cost By WO tab displays a WO (work order) Task Cost grid lists each work order and work order task associated with the selected asset during the specified time frame. This gird displays the work order information related to the selected asset on Cost Summary, Cost Detail, Downtime, Currency, and Full Description tabs. You can click the Work Order ID link to view the specific work order and its tasks. You can also click the Asset Description link to access the Asset Information page, which contains a detailed description of the asset along with other asset information.
Cost by Unit of Usagetab	Click this tab to display the cost by unit of usage if the asset is associated with a meter. If the asset is associated with an meter, you can click the Unit Cost by Meter Type icon to display the Asset Cost by Meter Type page. The Asset Cost by Meter Type page lists each type of meter associated with the specified asset based on the selected criteria and the total actual cost, total usage, unit of usage, and the cost per unit of usage for each meter.
Cost Detailtab	Click this tab to display the estimated and actual labor, materials, purchases, tools, and other costs associated with this asset.
Downtimetab	Click this tab to display the estimated and actual downtime entered for this asset based on the specified time frame.
Financial Detailstab	Click this tab to display the replacement costs, net book value and insured value of each asset.
Currencytab	Click this tab to display the currency code that applies to each asset.

Creating a Cost Analysis Chart for Cost by Asset.

Access the Cost By Asset page (tab) and click the Cost Analysis Chart arrow.

Access the Costs By Asset page. (Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Cost By Asset tab, or click the icon for an asset category listed on a row in the Asset Cost by Specified Dimension grid on the Cost Analysis tab.)

Chart

These field determine the Y axis of the chart. Select one of these values:

Est Cost (estimated cost)

Displays the estimated costs for one or more assets depending on the number of assets listed in the Asset Cost grids based on your specifications in the Summarized By field and the Search Criteria on the Maintenance Cost by Asset page and running the Asset Maintenance Cost Analysis process.

Total Cost

Displays the total costs for one or more assets depending on the number of assets listed in the Asset Cost grids based on your specifications in the Summarized By field and the Search Criteria on the Maintenance Cost by Asset page and running the Asset Maintenance Cost Analysis process.

Unit Cost

Displays the unit cost for one or more assets depending on the number of assets listed in the Asset Cost grids based on your specifications in the Summarized By field and the Search Criteria on the Maintenance Cost by Asset page and running the Asset Maintenance Cost Analysis process.

By

These fields determine the X axis of the chart. Select one of these values.

Asset

After selecting one of the values listed previously for the Chart: field, when you select this value and click the Chart Cost button, a chart displays either the estimated cost, total cost, or unit cost for each asset listed in the Asset Cost grids. The assets are all listed in alphabetical order on the X axis.

Period

After selecting one of the values listed previously for the Chart: field, when you select this value and click the Chart Cost button, a chart displays either the estimated cost, total cost, or unit cost per period for each asset listed in the Asset Cost grids.

Charting Estimated, Total, or Unit Costs by Asset

If you selected estimated, total, or unit cost and asset as the values to chart by, you should click the Chart Cost button to display the costs for all of the assets listed in the Asset Cost grids. This helps you determine the value that you want to enter in these fields:

Chart from Asset

Enter the number of the asset from which you want to start charting the data.

For example, if ten assets appeared in the first chart that you ran and you wanted to view the chart starting with the 3rd asset, you enter a 3 in this field. The chart will display with the third asset appearing on the X axis in the first position.

No of Assets to chart

Enter the number of assets to chart.

For example, if ten assets appeared in the first chart that you ran and you only want to view 5 of them on the chart, then you enter 5 in this field. The chart will display five assets starting with the asset number you indicated in the Chart from Asset field. Based on our example, the chart will display the estimated, total, or unit costs (depending on your selection) for assets 3, 4, 5, 6, and 7.

Chart Cost

Click this button to display the charted asset cost data.

Charting Estimated, Total, or Unit Cost by Period

If you selected estimated, total, or unit cost and period as the values to chart by, you should click the Chart Cost button to display the costs for all periods listed for the assets in the Asset Cost grids. This helps you determine the value that you want to enter in these fields:

Chart from Period

Enter the period number from which you want to start charting the data.

For example, if you select Fiscal Year for the Summarized By field, Specified for the Timeframe Analysis field, 01/01/2000 for the Date From: field and 01/01/2008 for the To: field, when you run the Asset Maintenance Cost Analysis process (select the Go button), the system will display asset cost data for eight fiscal years for each asset in the Asset Cost grids.

Fiscal Year for the Summarized By field.
Specified for the Timeframe Analysis field.
01/01/2000 for the Date From: field.
01/01/2008 for the To: field.
Click the Go button to run the Asset Maintenance Cost Analysis process.

The system displays cost data for each asset for eight fiscal years.

If you enter 4 as the period to chart from, the 4th year (2003 — 2004) will appear as the first period on the X axis of the chart.

No of Periods to chart (number of periods chart)

Enter the number of periods to chart. This value will depend on the timeframe that you chose on the Maintenance Cost Analysis page.

Continuing with our example, if the data that appeared in Asset Cost grids was eight fiscal years, when you enter 4 into this field and click the Chart Cost button, the chart will display the fiscal years 2003, 2004, 2005, 2006, and 2007 on the X axis of the chart. The Y axis of the chart will be the Estimated Cost, Total Cost, or Unit Cost depending on the value you selected in the Chart: field. Each asset's line is color coded on the chart.

Chart Cost

Click this button to display the charted asset cost data.

Reviewing Maintenance Costs by Work Order

Access the Cost By WO (work order) page. (Maintenance Management, Inquiries and Reports, Asset Maintenance Cost Inquiry, select the Cost By WO (work order) tab, or click the icon on the Cost Analysis page.

You can view work order and work order task information associated with one or more assets, depending how you access the page.

Selecting the Cost by Work Order Tab

Select the Maintenance Costs by Work Order tab to access the page. There may be times that you are only interested in viewing the work order costs associated with all assets within the specified group or based on all assets in the system based on specific search criteria. You indicate whether you want to consider assets in the group or all assets and enter the appropriate search criteria to display all work orders and non-workorder associated with assets that fall within your search criteria. The costs are derived from the asset maintenance history records, which are populated by either the Work Order Close process or by users, who enter the data manually in the Track Service and Repairs component in PeopleSoft Asset Management.

Clicking the View Cost by Work Order Icon to Access the Cost by Work Order Page

View Cost by Work Order

Click this View Cost by Work Order icon in an asset's row on the Cost by Asset, Asset Cost, Cost Summary tab to display the Cost by WO (work order) page. When you access this page using the icon, the Search Criteria group box information is display-only. This information displays the specified dimensions and information that you selected on the Cost Analysis page.

WO Task Cost

This group box displays a list of the work order and non-work order costs associated with a selected asset. It contains these tabs:

Cost Summary tab.
- Business Unit
  
  Displays the work order business unit.
  
  Note. If this is a non-work order asset cost, this field is blank.
- Work Order ID (work order identification)
  
  Displays the work order ID associated with the asset. You can click this link to access the Requirements page of the work order.
  
  Note. If this is a non-work order asset cost, this field is blank.
- Task No (task number)
  
  Displays the work order task number associated with the asset.
  
  Note. If this is a non-work order asset cost, this field is blank.
- Date Closed
  
  Displays the date that the work order associated with this asset was closed. This information derived from the Asset Maintenance History records, which were updated when the work order was closed.
  
  The date that appears for non-work order related assets is derived from the maintenance date as entered in the Track Service and Repairs component of the PeopleSoft Asset Management.
- Asset Description
  
  Click this link to access the Asset Information page, which describes the asset.
- Component Asset
  
  Displays as selected if the asset associated with the work order or non-work order related asset is part of an asset hierarchy. If the check box is blank, the asset is not part of an asset hierarchy.
  
  Note. This check box will not appear in the regular mode. This appears only when you drill down from the Maintenance Cost by Asset page.
- Maintenance Type, Work Type, Shop
  
  Displays these values which are associated with the work order and are required to create a work order.
- Total Estimated Cost
  
  Displays the total estimated costs (labor, materials, purchase, and tool) derived from the Requirements page of the work order associated with the asset.
- Total Actual Cost
  
  Displays the total actual work order costs after the work order is closed and the costs are updated in the Maintenance Cost History record in PeopleSoft Asset Management. Non-work order actual costs are derived from values entered by the user in the Track Service and Repairs component in PeopleSoft Asset Management.
- Variance Amount, Variance Percent
  
  Displays the difference between the estimated and actual costs along and the estimated cost divided by the actual cost to determine the percentage of variance.
Cost Detail tab.

Displays the estimated and actual labor, material, purchase, tool cost details associated with a work order task, along with the sum of these costs.

Users enters this data in the Track Service and Repairs component in PeopleSoft Asset Management for non-work order related assets.
Downtime tab.

Displays the estimated and actual time an asset was down for a work order. The system derives this data from the downtime that you enter for an asset in the work order, or from downtime entered by a user in the Track Service and Repairs component in PeopleSoft Asset Management.
Currency tab

Lists the currency code associated with the asset in Asset Management for both work order and non-work order asset costs.
Full Description tab.

Displays the complete description as it appears in the work order header and in each work order task.

Reviewing the Work Order Task Cost Grid

WO Task Cost

This group box displays a list of the work order and non-work order costs associated with a selected asset. It contains these tabs:

Cost Summary tab.
- Business Unit
  
  Displays the work order business unit.
  
  Note. If this is a non-work order asset cost, this field is blank.
- Work Order ID (work order identification)
  
  Displays the work order ID associated with the asset. You can click this link to access the Requirements page of the work order.
  
  Note. If this is a non-work order asset cost, this field is blank.
- Task No (task number)
  
  Displays the work order task number associated with the asset.
  
  Note. If this is a non-work order asset cost, this field is blank.
- Date Closed
  
  Displays the date that the work order associated with this asset was closed. This information derived from the Asset Maintenance History records, which were updated when the work order was closed.
  
  The date that appears for non-work order related assets is derived from the maintenance date as entered in the Track Service and Repairs component of the PeopleSoft Asset Management.
- Asset Description
  
  Click this link to access the Asset Information page, which describes the asset.
- Component Asset
  
  Displays as selected if the asset associated with the work order or non-work order related asset is part of an asset hierarchy. If the check box is blank, the asset is not part of an asset hierarchy.
  
  Note. This check box will not appear in the regular mode. This appears only when you drill down from the Maintenance Cost by Asset page.
- Maintenance Type, Work Type, Shop
  
  Displays these values which are associated with the work order and are required to create a work order.
- Total Estimated Cost
  
  Displays the total estimated costs (labor, materials, purchase, and tool) derived from the Requirements page of the work order associated with the asset.
- Total Actual Cost
  
  Displays the total actual work order costs after the work order is closed and the costs are updated in the Maintenance Cost History record in PeopleSoft Asset Management. Non-work order actual costs are derived from values entered by the user in the Track Service and Repairs component in PeopleSoft Asset Management.
- Variance Amount, Variance Percent
  
  Displays the difference between the estimated and actual costs along and the estimated cost divided by the actual cost to determine the percentage of variance.
Cost Detail tab.

Displays the estimated and actual labor, material, purchase, tool cost details associated with a work order task, along with the sum of these costs.

Users enters this data in the Track Service and Repairs component in PeopleSoft Asset Management for non-work order related assets.
Downtime tab.

Displays the estimated and actual time an asset was down for a work order. The system derives this data from the downtime that you enter for an asset in the work order, or from downtime entered by a user in the Track Service and Repairs component in PeopleSoft Asset Management.
Currency tab

Lists the currency code associated with the asset in Asset Management for both work order and non-work order asset costs.
Full Description tab.

Displays the complete description as it appears in the work order header and in each work order task.

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	Definition Name	Navigation	Usage
Work Order Search	WM_CINQ_WO	Maintenance Management, Inquiries and Reports, 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 and Reports, 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. (Maintenance Management, Inquiries and Reports, Work Order History, and select the Summary tab.)

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	Definition Name	Navigation	Usage
Work Progress Tracking	WM_WOE_TWP	Maintenance Management, Inquiries and Reports, 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. (Maintenance Management, Inquiries and Reports, Work Progress Tracking.)

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 Work Order Procurement Inquiry

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

Pages Used to Review the Work Order Procurement Inquiry

Page Name	Definition Name	Navigation	Usage
Work Order Procurement Inquiry	WM_WO_PO_INQ	Maintenance Management, Inquiries and Reports, Purchasing and Pegging	Review any quantities pegged for the work order using purchase orders and requisitions.

Reviewing the Purchasing and Pegging Inquiry

Access the Work Order Procurement Inquiry page. (Select Maintenance Management, Inquiries and Reports, Purchasing and Pegging, Work Order Procurement Inquiry).

The Work Order Procurement 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 search page. The work order header information and the work order task number and description appear at the top of the Work Order Procurement Inquiry page. The Schedules for Task - Procurement grid lists each Scheduled Purchase/On-Hand resource item for the work order task in the first grid tab, and the corresponding Purchasing requisition or purchase order information in the second grid tab.

Business Unit	Identifies the business unit associated with the purchase order created.
Scheduled Start and Scheduled End	Displays the scheduled start date and the end date for the work order.

Schedule Item tab

Item ID	Displays the item ID for each item on the work order task.
Description	Displays the description of the item for the work order task.
Planned Quantity	Displays the quantity of the item that you want to purchase or is on hand.
UOM(unit of measure)	Displays the UOM of the item selected.
RSRC Type (resource type)	Displays the type of the resource item. The options are Material, Labor, or Tool.
Due Date	Displays the date the quantity is needed for the work order task.
Delivery Instructions	Displays the delivery instructions for PeopleSoft Inventory to know where and how you want to obtain the selected item for the work order task.

Order Information tab

Order	Displays the purchase order ID.
Line/Sched/Distrib	Identifies the purchase order line number, the purchase order schedule associated with the line number and the distribution line number for the purchase order respectively.
Sched Date (schedule date)	Displays the date of the schedule.
Peg Status	Displays the pegging status. The options are: Open, Not Pegged, Completed or Canceled.
Qty Available (quantity available)	Indicates the quantity available that is requested for the work order.
Pegged Qty (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	Definition Name	Navigation	Usage
Chargeback Search	WM_CINQ_CHBK	Maintenance Management, Inquiries and Reports, Chargeback, Chargeback Search	Search for chargebacks associated with work orders.
Chargeback - Summary	WM_CINQ_CHRG_R1	Maintenance Management, Inquiries and Reports, 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. (Maintenance Management, Inquiries and Reports, Chargeback, and select the Summary tab.)

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	Definition Name	Navigation	Usage
Capitalization Search	WM_CINQ_CAP	Maintenance Management, Inquiries and Reports, Capitalization, Capitalization Search	Search for work orders with capitalization costs.
Capitalization - Summary	WM_CINQ_CAP_R1	Maintenance Management, Inquiries and Reports, 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. (Maintenance Management, Inquiries and Reports, Capitalization, and select the Summary tab.)

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	Definition 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. (Maintenance Management, Inquiries and Reports, Crew Schedule Inquiry.)

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.

Last Run On	Displays the date and time that this process was last run. If this is the first run of this process, this field is blank.
Last Date Sequence Generated	Displays the date of the last date sequence that the system processed.
Instance	Displays a process instance number after you run this process. If a second process instance number appears to the right of the Last Date Sequence Generated field, this is the process instance generated for the run prior to this current process run. In other words, this process instance number appears if the process has been run before. You can click the Process Monitor link to view the status of the process on the Process Server tab. You can also review the Server List and click the Details list to review the various details regarding each process instance.
Request ID	Enter this ID on the Extract Maintenance Cost - Add a New Value when you add a run control ID. You can change this ID on the Maintenance Cost Data Extraction page.
Description	Enter the description of the Request ID.
Refresh All Date Sequence	Select this check box to refresh the date sequence table.
No of years into the past (number of years into the past)	Enter the number of past years that you want to include in the date sequence refresh process.
Refresh All Asset Hierarchy	Select this check box to refresh all previously flattened asset hierarchy data. Otherwise, the system processes only the asset hierarchies that were changed since the previous run.
Refresh All Cost Data	Select this check box to refresh all previously extracted maintenance cost data, or leave this check box blank to display the No of Months of Cost Data check box.
No of Months of Cost Data (number of months of cost data)	Enter the number of months of cost that you want to refresh.
Run	Click this button to run the Maintenance Cost Data Extraction process (WM_ASSETCOST).