Work Order Copy

You select the Copy To New Work Order check box in the User Preferences, and then PeopleSoft Maintenance Management page for selected users to enable them to copy data from an existing work order to a new work order by clicking the Copy Work Order button. This button is available only when you are updating an existing work order.

PeopleSoft Image 55 allows you to copy an existing work order to a different Maintenance Management business unit.

When you click the Copy Work Order button in the Work Order page, you can enter a work order ID for the new (target) work order or let the system assign the next work order ID automatically. You can copy both open and closed work orders. You can select an MM business unit for an inter unit work order copy.

You can also select specific work order data to copy, which can include:

  • Task labor requirements.

  • Task inventory requirements.

  • Task purchased and on-hand requirements.

  • Task tools requirements.

  • Task labor schedules.

    Selecting this option also copies work order access information.

  • Task inventory schedules.

  • Task purchased and on-hand schedules.

  • Task tools schedules.

  • Header notes.

  • Task notes.

  • Header Attachments

  • Task Attachments

Note:

The options available for selection are dependent upon the setup of the user in User Preferences.

Note:

Scheduled items that you originally created from the direct application of actuals, such as labor and tools items entered from the Technician Workbench and a direct issue of inventory items to the work order, will not be copied to the target work order. Only scheduled resources that a user enters on a work order are copied to the target work order.

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

Additional data that is either copied or not copied from the source work order to the target work order includes:

  • The work order type, service group, priority, shop ID, asset data, problem, cause, and resolution data, location, the work order description, and chargeback data are copied to the target work order.

  • For inter unit work order copying, the Service Group and Shop must be selected followed by the optional entries for project and Activity fields. It also displays the default BU for the target work order.

    Note:

    The InterUnit Adjustments section appears only upon changing the target BU for the new work order which is applicable for users updated to PeopleSoft Image 55.

  • The project activity ID is copied from a work order, which is associated with a Project Costing-managed project, but it is not copied from a work order, which is associated with a work order-managed project.

  • The required start date is set to the current date and is valid in accordance with default requirements, for the header, labor, inventory, purchase and on-hand, and tools requirements.

    You can change the required start date for the new work order before it is created.

  • The required end date is set to the new required start date plus the difference between the source work order's required start and end dates, and is valid in accordance with default requirements, for the header, labor, inventory, purchase and on-hand, and tools requirements.

  • The task statuses are based on how you set them up, which means that they will default to whichever status value is flagged as Initial.

    See Understanding Service Request and Work Order Statuses.

  • The header status is recalculated based on the task statuses.

  • The status audit log is created for both header and task statuses.

  • The service request data is not copied to the target work order.

  • The labor schedule lines are copied but the labor assignments and their corresponding ChartField distributions are cleared. New Chartfield distributions are created later when the schedule assignments are made.

  • The tools schedule lines are copied but the tool assignments and their corresponding ChartField distributions are cleared. New Chartfield distributions are created later when the tool assignments are made.

  • The inventory schedule lines are copied together with their corresponding ChartField distributions.

  • The purchased and on-hand schedule lines are copied together with their corresponding ChartField distributions.

  • The schedule and actual start and end dates and the actual costs are not copied to the target work order. The schedule start and end dates are recalculated and the actual start and end dates and costs are cleared. The actual start and end times are also cleared while the scheduled start and end times are copied as is.

    For example, you can copy a work order with a status of scheduled and indicate that you want to copy the labor, inventory, purchased and on-hand, and tools schedules. However, after the copy, the schedule start and end dates convert to the source work order schedule dates plus the difference between the new target work order required start date and the source work order required start date, all actual dates and times are cleared, and all actual costs are cleared.

  • The source work order task attachments, instructions, and checklists are copied to the target work order's tasks.

  • Work order job and task templates are not copied.