Process
Specify whether the system retrieves default information that is based on the information that you enter for a work order. You can perform additional processing, such as creating parts list and routings, entitlement checking, and approval processing.
- 1. Default Manager
Specify the default values for manager and supervisor addresses 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 this hierarchy:
Specify the default values for manager and supervisor addresses on the work order. Values are:
First: The system uses the values for the manager and supervisor from processing options.
Second: The system uses the manager value from the SWM Address Book extension record for the customer.
Third: The system uses the manager value from the equipment record.
Fourth: The system uses 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: The system uses the assigned-to address value from processing options first and information from the equipment record second.- 2. Recalculate Dates
Specify whether the system automatically recalculates the start date (STRT) and the request date (DRQJ) for the labor detail, and the request date (DRQJ) for the parts detail. Values are:
Blank: Do not recalculate.
1: Automatically recalculate.
- 3. Work Order Approval Type
Enter a value from UDC 48/AP (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.
- 4. Work Order Cross Reference
Specify the work order cross-reference, which the system uses to determine the default parent equipment number. Values are:
Blank: The equipment's immediate parent.
1: The top-level parent.
2: The value from the parent work order.
- 5. Entitlement Checking
Specify whether the system performs entitlement checking and the preferred method. Values are:
Blank: Bypass entitlement checking.
1: Check entitlements using the Entitlement Dates table (F1791).
2: Check entitlements without using the Entitlement Dates table.
- 6. Failure Analysis
Specify whether the system requires you to perform failure analysis when you enter a work order. Values are:
Blank: Do not perform.
1: Perform.
- 7. Display Entitlement Inquiry
Specify whether the system displays the Entitlement Inquiry form following an entitlement check. Values are:
Blank: Do not display.
1: Display.
- 8. Create Labor Detail
Specify whether the system creates labor detail when you create a work order. Values are:
Blank: Do not create.
1: Create.
- 9. Create Parts Detail
Specify whether the system automatically creates a parts list when you add a work order. Values are:
Blank: Do not automatically.
1: Automatically create.
- 10. Display Who's Who Search
Specify whether the system displays the Who's Who Search & Select form when you continue beyond the Customer Number field and the Caller Name field is blank. Values are:
Blank: Do not display.
1: Display.
- 11. Work Order Status Window
Specify whether the system automatically displays the work order status window when you add a work order. Values are:
Blank: Do not automatically display.
1: Automatically display.
- 12. E-mail Service Provider
Specify whether the system sends an email message to the primary service provider when you create a work order. Values are:
Blank: Do not send.
1: Send.
- 13. Create Individual Resource Assignments
Specify whether to automatically create individual resource assignments based on the assigned-to (ANP) Address Book number on the form. The system validates the address book number against the Resource Master table (F48310). Values are:
Blank: Do not create.
1: Create.
- 14. Status Window on Update
Specify whether the system displays the Status Change form when you update a work order. Values are:
Blank: The system displays the Status Change form each time a work order is updated.
1: The system hides the Status Change form when a work order is updated.
If the Status Window on Update processing option is set to hide the Status Change form, and you update the work order status, the system writes a history record to the F1307 table with the date and time specified in the Default Date and Time for Status processing option on the Defaults tab.
- 15. 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.