Common Fields Used in this Chapter

Enter an identification code that represents an asset. You enter the identification code in one of these formats:

1: Asset number (a computer-assigned, 8-digit, numeric control number).

2: Unit number (a 12-character alphanumeric field).

3: Serial number (a 25-character alphanumeric field).

Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character that you enter indicates whether you are entering the primary (default) format that is defined for the system or one of the other two formats. A special character (such as / or *) in the first position of this field indicates which asset number format that you are using. You assign special characters to asset number formats on the fixed assets system constants form.

On this form, if you enter an equipment number when you create a work order, the system can assign a default search cross-reference number based on that equipment number.

Processing options enable you to determine whether the system assigns the equipment's immediate parent number, its top-level parent number, or a value from the parent work order number as the search cross-reference.

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

Enter a number that identifies an entry in the Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location. Depending on how you set processing options, you might be required to enter a customer number.

Enter the address book number of a manager or planner.

Note: A processing option for some forms allows you to enter a default value for this field based on values for category codes 1 (Phase), 2, and 3. You set up the default values on the Default Managers and Supervisors form. After you set up the default values and the processing option, the default information appears automatically on any work orders that you create if the category code criterion is met. You can either accept or override the default value.

Enter a number that identifies the parent work order. The default value for the parent number is the work order number. 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.

You can copy information from a parent work order to create a new work order.

On the new work order, you must complete some fields for unique information. If you leave the remaining fields blank, the system completes them with values from the parent work order.

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.

Enter a user-defined code (00/W1) 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 allows 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.

Category code 1 is a four-character category code that appears on all work order reports and most forms that are associated with work orders.

Enter a start date for the work order or engineering change order. You can enter the date manually or let the system enter it for you. If the work order is associated with a parent work order, the system enters the start date from the parent work order. If there is no associated parent work order, the system enters the system date.

Enter a subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.

Note: If you are using a flexible chart of accounts and the object account is set to six digits, you must use all six digits. For example, entering 000456 is not the same as entering 456 because, if you enter 456, the system enters three blank spaces to fill a six-digit object.

Enter the address book number of the supervisor. You can enter address book numbers to track originator and supervisor information for a work order. You can set up the system to automatically enter the address book number of the supervisor for work orders.

For some programs, you can use a processing option to specify a default value for this field based on values for category codes (phases) 1, 2, and 3. You can set up the default values in the Work with Work Order Default Codes program (P48001). The system automatically displays the information that you specify on all work orders that you create, provided that you meet the category code criterion. You can override the default value.