Attaching Activity Rules to Work Orders

Access the Work Order Activity Rules form.

WO Status (work order status)

Enter a value from UDC 00/SS (Work Order Status) 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.

WO Status Description (work order status description)

Enter a user-defined name or remark.

Next Status

Displays the next status for a work order, according to the work order activity rules, as the work order moves through the approval route.

You must define a status code as a work order status in the Work Order Activity Rules table before you can use it as a next status.

Allowed Status 1

(Optional) Indicates a status that can be assigned as the next step in the order process. Although this is not the preferred or expected next step, this status is an allowed override. The system does not allow you to initiate an order line step or status that is not defined as either the expected next status or an allowed status. Other allowed status codes enable you to bypass processing steps. In processing options, these codes are often referred to as override next status codes.

You must define a status code as a work order status in the Work Order Activity Rules table before you can use it as a next status or another allowed status.

Maint. Status (maintenance status)

Enter a value from UDC 12/MS (Maintenance Status) that indicates the maintenance status of a piece of equipment, such as 50 for maintenance due or 60 for waiting for parts.

Note: Status code 98 is reserved for canceled maintenance. Status code 99 is reserved for completed maintenance. Status code 01 (default) is reserved for initial maintenance setup.

Subledger Inactive

Select this option to indicate that a specific subledger is inactive. Examples of inactive subledgers are jobs that are closed, employees who have been terminated, or assets that have been disposed.

Select this option to indicate that a subledger is inactive. If a subledger becomes active again, clear this option.

If you want to use subledger information in the tables for reports, but you want to prevent transactions from posting to the record in the Account Balances table (F0902), select this option.

Lock Flag

Enter a code that determines whether a work order can be changed at a particular status. The lock applies to records in both the Work Order Master table (F4801) and the Work Order Instruction table (F4802). Values are:

Blank: Do not lock the work order.

1: Lock the work order.

2: Lock the work order with a completion date.

3: Do not lock the work order with a completion date.

4: Lock the work order, the parts list, and the routings.

5: Lock the work order, the parts list, and the routings with a completion date.

6: Lock the order type and the work order type only.