Service-Specific Work Order Mass Update Functions
You can use the work order mass update process to update manufacturing, tenant, service, and equipment work orders. When working with work orders for service, you should note that:
Some of the options available in the work order mass update process are available for only specific work order types.
Some actions that you can perform when working with individual service work orders are not supported when you work with multiple service work orders.
Some of the processing options that you set up in the version of the Work Order Revisions program (P17714) and CRM - Manage Service Orders program (P90CD002) that you use when working with work order mass updates affect the processing of the work order mass updates.
This table lists the functions that are specific to working with service work orders, the functions that are not supported when you work with multiple service work orders, and the processing logic in the Work Order Revisions (P17714) and CRM - Manage Service Orders (P90CD002) programs that affect work order mass updates for service work orders.
Function |
Description |
|---|---|
Craft |
When you perform a search using a value in the Craft field, the system populates the grid in the Search for Work Orders program for only the work orders that have labor lines with a work center value that matches the value for the Craft field. |
Prepayments |
Mass updates for work orders for which prepayment processing is enabled is not supported. |
Component change-out |
The component change-out function is not supported when you work with mass updates for equipment work orders. |
Entitlement checking |
Entitlement checking is not supported when you work with mass updates for service work orders. When you set up the processing options for the Search for Work Orders program you must specify versions of these programs that do not have entitlement checking enabled:
If you use entitlement checking, the system assumes that the Service Order Entitlement Trigger field in the S/WM System Constants is set to 3 (customer), 6 (branch/plant) or 7 (site number). The work order mass update process verifies that entitlement checking is disabled only when the Service Order Entitlement Trigger field is set to one of these values. Changing the customer, site, or branch for a work order record can also trigger entitlements and require that labor and parts for the work order also be changed. If a work order has associated labor or parts records, you cannot change the customer, site or branch. |
Field updates |
Some fields that appear in service work orders are not editable when you work with multiple work orders. |
Default Date and Time for Status processing option |
If you set this processing option to 1 to use the current system date and time on status change, the system will use the current system date and time will to update the completed date and time on the work order when you process work order mass updates. |
Create Labor Detail processing option |
If you set this processing option to 1 to create labor detail, the system creates the labor detail if the Lead Craft field is populated with an update value and no labor detail lines exist for the work order. |
Email Manager/Crew processing option |
If you set this processing option to 1 to send emails, the system sends a message to the manager if you change the value in the Manager field on the Service Work Order Mass Update form. |
Create Individual Resource Assignments processing option |
If you set this processing option to 1 to create assignments, the system creates resource assignments when you change the value in the Assigned To field on the Service Work Order Mass Update form. |
Status Window on Update processing option |
If you set this processing option to 1, status related fields are not displayed on Service Work Order Mass Update form. Leave this processing option blank to display and enable status update fields. |
Field-level validations |
The system uses the same field-level validations for work order mass updates as it uses when you update single work orders. For example, the system validates the currency code when you change the branch or customer number, and validates the tax rate area and tax explanation code when you change the site number. The values that you enter in these fields on the Service Work Order Mass Update form take precedence over the logic used in the field-level validations:
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