Entering Work Orders (P48201/P17714)

Access the Work Order Revisions form. Select the Order Detail, Planning, Classification, and Accounting tabs.

Branch

Enter a code that represents a high-level business unit. Use this code to refer to a branch or plant that might have departments or jobs, which represent lower-level business units, subordinate to it. For example:

Branch/Plant (MMCU)

Dept A (MCU)

Dept B (MCU)

Job 123 (MCU)

Business unit security is based on the higher-level business unit.

The branch default value is derived from the equipment record and defines the branch/plant from which inventory is issued.

Failure Description

Enter a description of the customer issue.

If you are accessing this form from the Case or Failure Analysis modules, the system enters information from the equipment record as default information when you enter a work order. The system also checks entitlement for the customer.

Actual Finish Date

Enter the date that the work order or engineering change order is completed or canceled. If the status of the work order is at a complete status, the system uses the current date as the default value.

Assigned To

Enter the address book number of the person assigned to do the work. For Service Management, the assigned-to person represents the primary technician.

Category 02 and Category 03

Enter a value from user-defined code (UDC) table 00/W2 (Work Order Category Code 2) or UDC 00/W3 (Work Order Category Code 3) that indicates the type or category of a work order.

Note: A processing option for some forms lets you enter a default value for this field. The system enters the default value automatically in the appropriate fields on any work orders that you create on those forms and on the Project Setup form. You can either accept or override the default value.

Category 04, Category 05 and Category 10

Enter values from UDCs 00/W4 (Work Order Category Code 4), 00/W5 (Work Order Category Code 5), or 00/W0 (Work Order Category Code 10) that indicate the type or category of the work order.

Covered G/L Category

Enter a value from UDC 41/9 (G/L Posting Category) that identifies the general ledger offset to use when the system is searching for the account to which it posts the covered portion (by warranty or contract) of the accounting transaction. If you do not want to specify a general ledger offset, you can enter four asterisks in this field or you can leave this field blank. If you leave this field blank, the system uses the general ledger offset from Inventory.

Est. Hours or Estimated Hours

Enter the standard hours of labor that you expect to incur in the normal production of the item or for the work order

The run labor hours in the Routing Master table (F3003) are the total hours that it takes the specified crew size to complete the operation. The hours are multiplied by the crew size during shop floor release and product costing.

Est. Labor (estimated labor)

This is the estimated labor cost of a work order.

Est. Material (estimated material)

This is the estimated material cost of a work order.

Est. Other (estimated other)

Amount - Estimated Other.

If you associate routings with a work order, the system retrieves default values for the Labor Hours and Labor Amount fields. If you associate a parts list with a work order, the system retrieves default values for the Material Amount field. When you add a routing list, a parts list, or both, the program updates the cost to the work order header.

Alternatively, to update the actual costs of a work order, you can run a batch program called Update W.O. Actual Amounts (R13800). This program summarizes transactions for labor and material, and updates the actual cost fields of the work order.

Estimated Downtime Hours

The estimated duration of a work order. It defines how long the piece of equipment might be out of service to complete the work order. This is different than total estimated hours.

Experience Level

Enter a value from UDC 00/W9 (PS Consulting Experience Lvl) that indicates the type or category of the work order.

Geographic Region

Enter the geographic region of the customer.

Inspector

Enter the Address Book number of the inspector. For Service Management, the inspector represents the secondary technician.

Language

Enter a value from UDC 01/LP (Language) that specifies the language to use on forms and printed reports. Before you specify a language, a code for that language must exist either at the system level or in the user preferences.

Manager

For Service Management, the manager represents the primary service provider.

Non-Covered G/L Category

Enter a value from UDC 41/9 (G/L Posting Category) that identifies the general ledger (GL) offset to use when the system is searching for the account to which it posts the noncovered portion of the accounting transaction. If you do not want to specify a general ledger offset, you can enter four asterisks (****) in this field, or you can leave the field blank. If you leave the field blank, the system uses the general ledger offset from Inventory.

The values for the Covered G/L Category and Non-Covered G/L Category fields come from the service contract's service package, based on the type of service on the work order.

Originator

Enter the Address Book number of the person who originated the change request. The system verifies this number against the Address Book.

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

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.

Payment Amount

In the Accounts Payable system, the amount of the payment.

In the Accounts Receivable system, the amount of the receipt. This amount must balance to the total amount applied to the invoice pay items.

Phase

Enter a value from UDC 00/W1 (Phase/System Codes) that indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time.

Note: Certain forms contain a processing option that enables you to enter a default value for this field. If you enter a default value on a form for which you have set this processing option, the system displays the value in the appropriate fields on any work orders that you create. The system also displays the value on the Project Setup form. You can either accept or override the default value.

Priority

Enter a value from UDC 00/PR (Work Order Priority) that indicates the relative priority of a work order or engineering change order in relation to other orders.

A processing option for some forms lets you enter a default value for this field. The value then appears automatically in the appropriate fields on any work order you create on those forms and on the Project Setup form. You can either accept or override the default value.

Reference

Enter an alphanumeric value used as a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.

Requested Finish Date

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

This date can be calculated based on contract coverage.

Skill Type

Enter a value from UDC 00/W8 (Country Code) that indicates the type or category of the 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.

Status

Enter a value from UDC 00/W6 (Consulting Status) that indicates the status of the work order.

Status Comment

Enter a brief description to explain the status of the work order.

Supervisor

Enter the Address Book number of the supervisor. For Service Management, the supervisor represent the secondary service provider.

Type Bill of Material

Enter a value from UDC 40/TB (Bill Type) that designates the type of bill of material. You can define different types of bills of material for different uses. For example:

M: Standard manufacturing bill

RWK: Rework bill

SPR: Spare parts bill

The system enters bill type M in the work order header when you create a work order, unless you specify another bill type. The system reads the bill type code on the work order header to know which bill of material to use to create the work order parts list. MRP uses the bill type code to identify the bill of material to use when it attaches MRP messages. Batch bills of material must be type M for shop floor management, product costing, and MRP processing.

Type of Routing

Enter a value from UDC 40/TR (Routing Type) that indicates the type of routing. You can define different types of routing instructions for different uses. For example:

M: Standard manufacturing routing

RWK: Rework routing

RSH: Rush routing

You define the routing type on the work order header. The system then uses the specific type of routing that you define in the work order routing.

Product Costing and Capacity Planning systems use only M type routings.

W.O. Flash Message (work order flash message)

Enter a value from UDC 00/WM (Work Order Flash Message) that indicates a change in the status of a work order. The system indicates a changed work order with an asterisk in the appropriate report or inquiry form field. The system highlights the flash message in the Description field of the work order.