This appendix contains the following topics:
You can print work order information in a variety of formats to help you manage work orders and work order projects.
You can print cost reports to review the costs associated with work orders, such as estimated and actual hours and costs. You can also review details about the cost transactions that you charge to work orders.
Project management reports help you manage work order projects and schedules. These reports include this information:
Project phase.
Managers assigned to a project.
Messages and remarks that are assigned to work orders.
Planned and actual hours for work orders.
Start and end points of a project.
Sequence of tasks for a project and any waiting time between tasks.
Status of the work orders in a project.
Number of hours remaining or the number of hours charged over the original estimate for each work order in a project
You can print multiple work orders by using report selection criteria to specify the work orders that you want to print.
To access the Work Order Print program (R48415), select the Work Order Print on the Work Order Processing menu (G4811).
You print work orders when you need a hard copy of a group of work orders. When you print work orders, you use data selections to specify which work orders to print or suppress. You then use processing options to specify the information that you want to print, such as whether to suppress dates associated with information about a work order record type, suppress estimated hours associated with work orders, or print equipment messages associated with a piece of equipment on the work order. In addition, you can enter record types to be printed with a work order. You also can specify whether the system changes the status of the work orders at the same time that it prints them.
This table lists the work order reports, sorted alphanumerically by report ID:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R48492
Detailed Task Description |
Lists the work orders that are included in a project. | Simple Project Management (G4812), Detailed Task Description |
| R48495
Project Status Summary |
Review summary and detailed status information about all of the projects that are assigned to a specific manager. | Simple Project Management (G4812), Print Project Status Summary |
| R48496
Work Order Summary |
Review summary information for tracking and comparing the progress of selected work orders. You can view work order summaries for the Work Orders system and the Capital Asset Management system. | Work Order Processing (G4811), Print Work Order Summary
Work Order menu (G1316), Print WO Status Summary |
| R48497
Cost Summary |
Review and analyze the costs and individual cost transactions that are associated with work orders. You can view cost summaries for the Work Orders system and the Capital Asset Management system. | Work Order Processing (G4811), Work Order Cost Summary
Work Order menu (G1316), Print WO Cost Summary |
| R48498
Cost Detail |
Review detailed information about the costs that you charge to work orders. You can view cost details for the Work Orders system and the Capital Asset Management system. | Work Order Processing (G4811), Cost Detail
Work Order menu (G1316), Print WO Cost Detail |
Some reports include a more detailed description, as well as information about processing options. These reports are listed alphanumerically by report ID in this appendix.
The Detailed Task Description report lists the work orders that are included in a project. For each work order, the report includes:
Description
Estimated number of hours
Standard message
Category code 01 (phase)
Extended description from record type A
Any standard procedures
The Project Status Summary report contains summary and detailed status information about all of the projects that are assigned to a specific manager, including:
All work orders that are assigned to a manager
Number of hours planned for each work order
Actual hours charged as of the date of the report
Number of hours remaining, or number of hours charged that exceed the original estimate
The report also lists a summary of activities for a manager by the work order status, type, priority, and all category codes.
Use this processing option to supply the default value for Print Project Status Summary.
Enter a user defined code (09/LT) that specifies the type of ledger, such as AA (Actual Amounts), BA (Budget Amount), or AU (Actual Units). You can set up multiple, concurrent accounting ledgers within the general ledger to establish an audit trail for all transactions.
If you leave this processing option blank, the system prints all ledger types.
Print the Print Work Order Summary Print report (R48496) to review summary information for tracking and comparing the progress of selected work orders. The report includes:
The priority (designated by P).
The planned completion date.
The number of hours that are planned for each work order.
The number of actual hours that are charged as of the date that you specify on the report.
The difference between hours that are planned and hours that are charged to-date.
The status of the work order at the time that you run the report.
The system retrieves information for this report from these tables:
Work Order Master File (F4801).
Account Ledger (F0911).
Use these processing options to supply the default values for the Work Order Summary Print.
Specify how the system displays the equipment number. Values are:
Blank: Do not display the equipment number.
1: Display the asset number.
2: Display the unit number.
3: Display the serial number.
Specify the ledger type to be used when selecting records for actual hours from the Account Ledger (F0911) file. Enter a value from UDC 09/LT (Ledger Type). If you leave this processing option blank, the system uses ledger type AA.
You can print cost summary information for work orders and use processing options to enter the date range for the report. This report includes:
Estimated hours and costs for each work order.
Actual hours and costs for each work order.
The difference between the estimated and actual hours and costs for each work order.
The system retrieves information for this report from these tables:
Work Order Master File (F4801).
Account Ledger (F0911).
Use these processing options to supply the default values for Print Work Order Cost Summary.
Specify the From Date that the system uses when including costs on this report. Use this processing option in conjunction with the Thru Date processing option.
If you leave this date blank, the system includes all costs with GL dates up to the Thru Date.
If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.
Specify the Thru Date. that the system uses when including costs on this report. Use this processing option in conjunction with the From Date processing option.
If you leave this date blank, the system includes all costs with GL dates from the From Date forward.
If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.
Specify the ledger type to be used when selecting records for actual hours and amounts from the Account Ledger (F0911) file. Enter a value from UDC 09/LT (Ledger Type). If you leave this processing option blank, the system uses ledger type AA.
Print the Print WO Cost Detail report (R48498) to review detailed information about the costs that you charge to work orders. You use processing options to specify the date range for the report. The report includes:
Actual hours and amounts charged to each work order.
The general ledger date for each transaction.
An explanation of each transaction.
Total hours and amounts by phase code.
The system retrieves information for this report from these tables:
Work Order Master File (F4801).
Account Ledger (F0911).
Use these processing options to supply the default values for Print Work Order Cost Detail.
Specify the From Date that the system uses when including costs on this report. Use this processing option in conjunction with the Thru Date processing option.
If you leave this date blank, the system includes all costs with GL dates up to the Thru Date.
If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.
Specify the Thru Date. that the system uses when including costs on this report. Use this processing option in conjunction with the From Date processing option.
If you leave this date blank, the system includes all costs with GL dates from the From Date forward.
If you leave both the from and thru dates blank, the system includes all costs regardless of their GL dates.
Specify the ledger type to be used when selecting records for actual hours and amounts from the Account Ledger (F0911) file. Enter a value from UDC 09/LT (Ledger Type). If you leave this processing option blank, the system uses ledger type AA.