Planning

Status

Enter a UDC (00/SS) that describes the status of a work order, rate schedule, or engineering change order. Any status change from 90 through 99 triggers the system to automatically update the completion date.

Requested Date

Enter the date that the work order or engineering change order is planned to be completed.

Planned Date

Enter the start date for the order. You can enter this date manually, or have the system calculate it using a backscheduling routine. The routine starts with the required date and offsets the total lead time to calculate the appropriate start date.

Planned Finish

Enter the date that an item is scheduled to arrive or that an action is scheduled for completion.

Actual Finish

Enter the date that the work order or engineering change order is completed or canceled.

Parent W.O. No (parent work order number)

Enter a number that identifies the parent work order. You can use this number to:

Enter default values for new work orders, such as Type, Priority, Status, and Manager.

Group work orders for project setup and reporting.

Access the Responsible Persons region of the form.

Crew

Enter a user-defined name or number that identifies an address book record for a crew. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.

Lead Craft

Enter an alphanumeric code to use to define the lead craft required to complete the work. The value entered is used as the default craft (work center) when new labor detail records are added to the work order.

Supervisor

Enter a user-defined name or number that identifies an address book record for a supervisor.

Assigned To

Enter a user-defined name or number that identifies an address book record for assigned to.

Inspector

Enter a user-defined name or number that identifies an address book record for an inspector.

Originator

Enter a user-defined name or number that identifies an address book record for the record originator.