Defining Resource Requirements for a Work Order Task

Craft

Add a row for each type of craft and select the craft required for this work order task.

Quantity

Enter the number of resources needed to perform this work order task for each craft.

Hours

Enter the total number of hours for each of the specified number of resources to perform this work order task.

Qualifications

Click the link to review, add, and modify labor qualifications that are applicable to the selected craft for this work order task.

See Qualification Profile Page.

Required Start, Start Time, Required End, and End Time

Enter the start and end date and time values for each craft based on the duration entered in the Details grid. The default values that display in these fields for a new work order task are derived from the required start and end dates and times for the work order task. The values entered here cannot exceed the required start and end dates and times for the task.

Cost Rate and Billing Rate

View or modify the default rates. The default values are derived from the work order business unit or shop.

Billing Amount and Cost

Click the Save button for the system to calculate these amounts by multiplying the total number of hours for the task times the rates and the number (quantity) of craft resources required. This calculation is used to determine whether the labor requirements are necessary.

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

See Work Order Business Unit Defaults and Default Hierarchies.

Currency

View the default currency. The default value is derived from the currency specified in the work order business unit.

Crew Business Unit

Displays the business unit associated with the default preferred crew in the work order, if the crew is unscheduled. Once the crew is scheduled, displays the business unit to which the selected crew is assigned on the Crew Scheduling Workbench. This field is updated by the Crew Scheduling Workbench and is display-only.

Crew Shop

Displays the shop associated with the default preferred crew in the work order, if the crew is unscheduled. Once the crew is scheduled, displays the shop to which the selected crew is assigned on the Crew Scheduling Workbench. This field is updated by the Crew Scheduling Workbench and is display-only.

Crew

Displays the crew assigned in the Crew Scheduling Workbench. This field is display-only.

Scheduled Hours

Displays the hours for which the crew was scheduled in the Crew Scheduling Workbench. This field is display-only.

Carryover Hours

Displays the hours that are carried forward from the period that the requirement was originally assigned to onto a new period, if the assignment was not completed within the original period. This field is display-only˙.

Completed Hours

Displays the number of actual hours completed on the job reported by technicians or crew schedulers. This field is display-only.

Crew Start Date and Start Time

Displays the intended date and time for the specified crew to start this task. This field is display-only.

Crew End Date and End Time

Displays the intended date and time for the specified crew to end this task. This field is display-only.

Completed Date

Displays the date that the crew actually completed the task. This field is display-only.

Copy from EPL (copy from equipment parts list)

Click this button to access the Copy from Equipment Parts List page, which enables you to copy items from one or more EPL templates associated with the asset selected for the work order task to each task row.

Add to EPL (add to equipment parts list)

Click this button to access the Add to Equipment Parts List page, which enables you to add one or more selected inventory items to one or more EPL templates. You must enter the Planned Quantity and the Unit of Measure to update the item row to an EPL.

Before you can add inventory items to an EPL template, you must select one or both of these options on the User Preferences — Maintenance Management page:

• Allow Update Asset-default EPL

  Selecting this option enables you to add selected items only to the EPL template that was selected as the default EPL template for the asset that was selected for the task.

• Allow Update Non-Specific EPLs

  Selecting this option enables you to add selected items to applicable EPL templates that are associated with the asset selected for the task, but not the selected asset's default EPL.

If you select both options, you can add selected items to the asset's default EPL template and any applicable EPL templates. You can add multiple items to multiple templates, but you cannot add new EPL templates.

Item ID

Select an item from the Inventory business unit item table to use to perform this task. Default values appear in all of the fields in the grid, except for the Planned Quantityfield based on the selected item.

See PeopleSoft Inventory Setup Considerations.

Planned Quantity

Enter the quantity of the item needed to perform the task. You must enter this value to add items to one or more EPL templates.

UOM (unit of measure)

Displays default standard UOM when the item is selected. Each item has a standard UOM. You can change the UOM if additional UOM values are defined for the selected item.

You must enter this value to add items to one or more EPL templates.

Item Type

Identifies whether the item is:

• Inventory

  This type of item is obtained from the inventory warehouse.

• Floor Stock

  This type of item is maintained within the shop and not obtained from the inventory warehouse. Floor stock items are not included in the overall estimated cost of Inventory Requirements as they have already been costed and accounted for by a purchase order that is unrelated to the work order. Floor stock item types are for information purposes only.

Delivery Flag

Select this check box if you want to add instructions for obtaining the item. Selecting this check box enables you to click the Delivery Instruction link to access the Delivery Instruction page.

Delivery Instructions

Enter delivery instructions for PeopleSoft Inventory to know where and how you want to obtain the selected item for the work order task. You can enter that you plan to pick up the item, as well as have it delivered, depending on the needs of the particular work order task and the item.

Commit

Displays one of the following values:

• Committed

  Indicates that the item in PeopleSoft Inventory has been committed and PeopleSoft Inventory is aware of the demand for this item by the work order. Inventory items are committed in Maintenance Management based on the Work Order Commit Rules that you select in the work order business unit, shop, or shop/type.

• Not Committed

  Indicates that the item has not yet placed demand on inventory. In most cases committing the item happens when the item is scheduled in the work order.

See Work Order - Integration Page.

Inventory Unit

Displays the inventory default business unit value, which is derived from the value entered in the work order business unit's Integration page.

GL Business Unit

Displays the GL business unit that is associated with the work order business unit.

Item SetID

Display the SetID value that is associated with the Inventory business unit specified in the work order business unit's Integration page.

Supplier Reference

Supplier reference is only populated if the row was copied from an EPL in which the EPL row had a defined supplier, otherwise it is blank.

Estimated Unit Cost

Estimated unit cost is derived from the item setup in the PeopleSoft Inventory product. When you save this page, the planned quantity is multiplied by the unit cost associated with the item to arrive at the estimated cost.

Copy from EPL (copy from equipment parts list)

Click this button to access the Copy from Equipment Parts List page, which enables you to copy one or more non-inventory or open description items from an one or more EPL templates that are associated with the asset selected for the work order task to one or more work order task rows. You must select each task row that you want to copy to before clicking this button.

Add to EPL (add to equipment parts list)

Click this button to access the Add to Equipment Parts List page, which enables you to add one or more non-inventory items or open description items that you select in rows on the Purchase/On-Hand Requirements grid. You must select a value for each row that you want to add, enter the Planned Quantity, and the Unit of Measure to update task rows to one or more EPL templates.

Before you can add purchase/on-hand items to an EPL template, you must select one or both of these options on the User Preferences — Maintenance Management page:

• Allow Update Asset-default EPL

  Selecting this option enables you to add selected items only to the EPL template that was selected as the default EPL template for the asset that was selected for the work order task.

• Allow Update Non-Specific EPLs

  Selecting this option enables you to add selected items to applicable EPL templates that are associated with the asset selected for the work order task, but not the selected asset's default EPL.

If you select both options, you can add selected items to the asset's default EPL template and any applicable EPL templates. You can add multiple items to multiple templates, but you cannot add new EPL templates.

Item ID and Description

Select a non-inventory item from the Item Master table. Non-inventory items are those that do not belong to any Inventory business units and are defined on the item master as non-inventory. You can also simply add an open description in the Description field for goods and services you need to procure. An item ID is not required.

Resource Type

Select whether the resource is:

• Labor

  An example of a labor resource is a contractor.

  Note: You can enable a contractor to enter work order time in the Technician Workbench. However, if a PO is used to procure contract labor for a work order and you have set up the contractor to enter the time, then you must not associate the invoiced costs based on the PO with the work order or the contractor's labor costs will be double-counted.

  If you create a PO for the contractor and want to associate the invoiced costs with the work order, then you should not allow the contractor to enter time in the Technician Workbench.

• Material

  An example of a material resource could be a specific part that is not maintained in PeopleSoft Inventory. Also, you can specify open description items, which are materials that do not have an item ID.

• Tools

  You may have to purchase or rent a special tool to complete the work order.

Planned Quantity

Enter the quantity that you need to purchase or that you need to identify as on-hand.

You must enter a value to add an item to an EPL.

UOM (unit of measure)

Select the appropriate unit of measure for the selected non-inventory or open description item. If a unit of measure is set up for the item, it will display when you enter a quantity.

You must select a value to add an item to an EPL.

On-hand

Select this check box if the selected item is on-hand. The cost of on-hand items are not tracked in PeopleSoft Maintenance Management.

GL Unit

Displays GL business unit value associated with the work order business unit.

Item SetID

Displays default SetID value based on the work order business unit associated with the item table.

See Defining Items at the SetID Level.

Unit Cost

Enter a cost per unit, if the resource is not an item selected from the Item Master table. If this is an item selected from the Item Master Table, a default unit cost value appears, if a cost exists, based on the setup of the item. Costs for non-inventory items are derived from the PeopleSoft Purchasing Attributes Standard cost in the Item setup component.

Estimated Cost

The system multiplies the planned quantity times the unit cost and displays the resulting value in this field.

Asset Type, Asset Subtype, Manufacturer, and Model

Select the asset characteristics that identify the type of tool that you want to use to perform this work order task.

Quantity

Enter how many of these tools are needed to perform this work order task.

Hours

Enter the total number of hours you need to use this tool to perform this work order task.

Estimated Usage

Enter the method that is used for calculating the usage of a tool. For example, a truck may be rented out on a per day basis. If a truck is rented for 1 day (estimated usage) at 20.00 USD a day, the estimated cost would be 20.00 USD, even though it was only used for 2 hours.

UOM (unit of measure)

The default unit of measure value that determines the usage cost is derived from the shop's tools rate or the asset subtype definition. For example, per day or per week are valid units of measure. If there is a default unit of measure set up, then the unit of measure field is not available for selection. Otherwise, the unit of measure field is blank and available for entry.

See Understanding Work Order Task Resource Requirements.

Required Start, Start Time, Required End, and End Time

Enter the start and end dates and times for the usage of this tool. The default dates and times are based on the required dates for the work order task.

Cost Rate and Billing Rate

These default rate values are derived from the rates specified in the Tool Rates page of the shop or the asset subtype page in the PeopleSoft Asset Management. The rate specified at the asset subtype level can be overridden by a rate specified at the shop level.

Billing Amount and Cost

Click the Save button to calculate these amounts. The cost and bill rates are multiplied times the tool's estimated usage and the quantity to determine the cost and billing amount.