Process

Use these processing options to specify how the system processes information.

1. Default Manager and Supervisor

Specify whether the system supplies default values for manager and supervisor fields on the work order. Values are:

Blank: The system does not supply default values for the manager and supervisor addresses.

1: The system uses default values for the manager and supervisor addresses, based on hierarchy:

Here's the order that the system uses:

The values for the manager and supervisor from the processing options.
The manager value from the equipment record.
The values for the manager and supervisor from the Work Order Default Coding File table (F48001), based on category codes 1, 2, and 3 from the work order.

Note: For the Assigned To field, the system uses the value from the processing options first and information from the equipment record second.

2. Work Order Status Window

Specify whether the system automatically displays the Work Order Status form when you add a work order.

This option applies when you add a new work order. When you update an existing work order, the status window always appears, regardless of how this option is set. Values are:

Blank: Do not display the Work Order Status form when adding a work order.

1: Display the Work Order Status form when adding a work order.

3. Create Individual Resource Assignments

Specify a value to automatically create individual resource assignments based on the Assigned To (ANP) address book number on the work order

The system verifies the address book number using the Resource Master table (F48310). Values are:

Blank: Do not automatically create assignments.

1: Create assignments for Assigned To.

4. Work Order Approval Type

Enter a value from UDC 48/AP (Approval Type) that specifies the approval type that the system uses for the work order approval process.

The approval type indicates the type of approval path that a work order follows.

5. Work Order Cross Reference

Specify the work order cross-reference.

The system uses this information to determine the equipment number that is assigned to the Reference field on the work order. Values are:

Blank: Immediate parent of the equipment.

1: Top-level parent of the equipment.

6. Entitlement Checking

Specify whether the system performs entitlement checking.

The system uses entitlement to retrieve response time and general ledger category codes. If this information is not found through entitlement, or if this processing option is turned off, the system retrieves those values from the Service Contract Services table (F1725) by service type. Values are:

Blank: Bypass entitlement checking.

1: Check entitlement.

7. Status Code to Remove Resource Assignments

Specify a user-defined code from the UDC table (00/SS) to automatically remove resource assignments associated with the work order when you change the status of the work order. For example, when you change the status of a work order to cancel, the resource assignments associated with it are removed.

If you leave this processing option blank, the system does not remove resource assignments associated with the work order.