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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Work Orders
1.1
System Integration
1.2
Features
1.2.1
Paperless Processing
1.2.2
Quick Work Order Creation
1.2.3
Work Order Approval
1.2.4
Work Order Activity Rules
1.2.5
Easy Location of Work Orders
1.2.6
Easy Updates of Work Orders
1.2.7
Simple Budget and Estimate Controls
1.2.8
Multiple Control Dates
1.2.9
Multiple Levels of Responsibility
1.2.10
Unlimited Narrative Remarks
1.2.11
Project Setup and Tracking
1.2.12
Flexible Project Management Reporting
1.3
Work Orders Process Flow
1.4
Work Orders Tables
1.4.1
Primary Tables and Descriptions
1.4.2
Secondary Tables and Descriptions
1.4.3
Support Tables and Descriptions
Part I Work Order Creation
2
Overview to Work Order Creation
2.1
Objectives
2.2
About Work Order Creation
3
Create Work Orders
3.1
Creating Work Orders
3.1.1
Before You Begin
3.1.2
What You Should Know About
3.2
Entering Basic Work Order Information
3.2.1
What You Should Know About
3.2.2
Processing Options
3.3
Assigning Additional Information to Work Orders
3.4
Entering Descriptive Information for Work Orders
3.4.1
What You Should Know About
3.5
Adding Supplemental Data for Work Orders
3.5.1
Before You Begin
3.5.2
Processing Options
4
Copy Work Order Information
4.1
Copying Work Order Information
5
Create Work Orders for a Project
5.1
Creating Work Orders for a Project
5.1.1
What You Should Know About
5.1.2
Processing Options
Part II Work Order Processing
6
Overview to Work Order Processing
6.1
Objectives
6.2
About Work Order Processing
7
Locate Work Orders
7.1
Locating Work Orders
7.1.1
What You Should Know About
7.1.2
Processing Options
8
Review Work Orders for Approval
8.1
Reviewing Work Orders for Approval
8.2
Approving Work Orders
8.2.1
Before You Begin
8.2.2
Processing Options
8.3
Reviewing the Approval History of Work Orders
8.3.1
What You Should Know About
9
Revise Work Orders
9.1
Revising Work Orders
9.2
Updating Life Cycle Information for Work Orders
9.3
Revising Detail Information for Work Orders
10
Print Work Orders
10.1
Printing Work Orders
10.2
Printing Individual Work Orders
10.2.1
What You Should Know About
10.3
Printing a Batch of Work Orders
11
Add and Review Charges to Work Orders
11.1
Adding and Reviewing Charges to Work Orders
11.2
Adding Charges to Work Orders
11.2.1
About Speed Code Entry
11.2.2
What You Should Know About
11.2.3
Processing Options
11.3
Reviewing Charges by Job or Business Unit
11.3.1
What You Should Know About
11.4
Reviewing Charges by Work Order
11.4.1
What You Should Know About
Part III Work Order Reports
12
Overview to Work Order Reports
12.1
Objectives
12.2
About Reports
13
Print Cost Reports
13.1
Printing Cost Reports
13.2
Printing the Cost Summary Report
13.2.1
Processing Options
13.3
Printing the Cost Detail Report
13.3.1
Processing Options
14
Print Scheduling and Project Management Reports
14.1
Printing Scheduling and Project Management Reports
14.2
Printing the Work Order Status Summary Report
14.2.1
Processing Options
14.3
Printing the Gantt Chart Report
14.3.1
Processing Options
14.4
Printing the Task Detail Report
14.5
Printing the Punch List Report
14.6
Printing the Project Status Summary Report
Part IV System Setup
15
Overview to System Setup
15.1
Objectives
15.2
About System Setup
16
Set Up User-Defined Codes
16.1
Setting Up User-Defined Codes
16.1.1
What You Should Know About
16.1.2
Processing Options
17
Set Up Standard Procedures
17.1
Setting Up Standard Procedures
17.2
Setting Up Standard Procedures Codes
17.2.1
Processing Options
17.3
Entering Text for a Standard Procedures Code
17.4
Copying Text from One Code to Another
17.4.1
What You Should Know About
18
Set Up Default Managers and Supervisors
18.1
Setting Up Default Managers and Supervisors
18.1.1
What You Should Know About
19
Set Up Work Order Approvals
19.1
Setting Up Work Order Approvals
19.2
Setting Up Work Order Activity Rules
19.2.1
What You Should Know About
19.3
Setting Up Work Order Approval Routes
19.4
Setting Up User Profiles
20
Set Up Formats for Record Types
20.1
Setting Up Formats for Record Types
20.1.1
Before You Begin
20.1.2
What You Should Know About
21
Set Up Work Order Supplemental Data
21.1
Setting Up Work Order Supplemental Data
21.1.1
Before You Begin
21.1.2
What You Should Know About
21.1.3
Processing Options
22
Set Up Accounting Rules for Work Orders
22.1
Setting Up Accounting Rules for Work Orders
22.1.1
Before You Begin
Part V Global Updates
23
Overview to Global Updates
23.1
Objectives
23.2
About Global Updates
24
Update the Phase and Equipment Number
24.1
Updating the Phase and Equipment Number
24.1.1
Before You Begin
25
Purge Closed Work Orders
25.1
Purging Closed Work Orders
Part VI Processing Options
26
Work Order Creation Processing Options
26.1
Project Detail Entry (P48014)
26.2
Work Order Profile Inquiry (P480200)
26.3
Default Values for Speed Project Setup (P48015)
26.4
Work Order Category Revisions - Z File (P48016Z)
27
Work Order Processing - Processing Options
27.1
Scheduling Workbench - Work Order Entry (P48201)
27.2
Work Order Approval (P4828)
27.3
Speed Voucher Entry (P041015)
28
Work Order Reports Processing Options
28.1
Work Order Cost Summary (P48497)
28.2
Work Order Cost Detail (P48498)
28.3
Work Order Summary Status - by Business Unit (P48496)
28.4
Work Order Summary Status - by Phase Code (P48496)
28.5
Print Work Order Gantt Chart (P48440)
29
System Setup Processing Options
29.1
General User-Defined Codes (P0005A)
29.2
Generic Rate/Message Records Program (P00191)
29.3
Work Order Data Base (P48090)
A
Functional Servers
A.1
About Functional Servers
A.1.1
Example: Voucher Processing Functional Server
B
Import Mass Data into Manufacturing Systems
Index
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