Print Maintenance Work Material List Report
The Work Order Material List report contains a list of work orders that have operations with material items.
The report provides a complete view of the work order header and each operation's materials requirements, providing a planner and technician with all the necessary information to prepare for and execute each work order operation. You have the flexibility to control the creation, view, download, and printing of the report using a .PDF format.
The report is organized by each work order, including work order number, description, asset number, status, start date, completion date, asset quantity, and unit of measure. If your organization is project-tracked, you can also view the associated project number and task number for the project-specific work orders.
Within each work order, the materials are listed in order of the operation sequence. This includes details such as the item number, description, operation sequence, operation name, work center, required quantity, unit of measure, basis, supply type, required date, sub-inventory, and locator.
Several report fields also include bar codes, including work order number, asset number, and item number.
Note: The report will only reference operation material items for work orders in the contextual maintenance organization. However, you can't generate a report across maintenance organizations.
You can access this report from the locations:
| Location | Description |
|---|---|
|
Manage Maintenance Work Orders page |
You can generate the report for a single work order row returned in the results table by selecting the row level action labeled Print to PDF, then select the Print Material List option. This action generates a single on-demand report in .PDF format for you to review. The report can be opened in a .PDF view or saved for later viewing. |
|
Maintenance Management work area task panel |
The task Print Work Order Material List navigates you to a report page. This page enables you to run a scheduled process to generate and view the work order material list report based on one or more optional report parameters. Optionally, you can use the advanced options to schedule the report to run on a schedule. Note, there is not an Output tab under the Advanced options. Therefore, you can’t pick the format or destination, so the report always uses as a .PDF output file in the process. |
|
Scheduled Processes page |
The report is not available for submittal using this location. Consider running from the task panel and providing the contextual maintenance organization. |
When to Use
The maintenance work order material list report provides you the ability to perform:
- Print work instructions for your technicians.
- Offline review to ensure that the work order has been set up correctly prior to release.
- Exchange information offline, for example, with quality engineers, operators, and so on.
Privileges Required
- Privilege: MNT_PRINT_MAINTENANCE_MATERIAL_LIST_PRIV
Specifications
Use these specifications when you run the scheduled process.
| Specification | Description |
|---|---|
| Job Type | On an Adhoc basis, you can run at any time to generate the report from several different pages or from the task menu. |
| Frequency | Running the report Adhoc for a specific work order or limited range of work orders is recommended. |
| Time of Day | If the report spans multiple work orders, it is recommended to run after hours to include the latest updates to the orders, and update their status. |
| Duration | Typically, it will take several minutes, depending on the volume of data being created or updated. The range of work orders will extend the duration of the process. |
| Compatibility |
On an adhoc basis, you can run multiple reports at the same time. |
Parameters
You must define at least a range of work order numbers or dates to process the report.
| Parameter | Optional or Required | Description | Parameter Value | Special Combinations Required |
|---|---|---|---|---|
| From Work Order | Conditional | The beginning number of a range of work orders. If left blank, then all versions are included. | Work Order Number using an LOV. | Yes, from and to work order numbers should be used together to define a range. |
| To Work Order | Conditional | The ending number of a range of work orders. If left blank, then all versions are included. | Work Order Number using an LOV. | Yes, from and to work order numbers should be used together to define a range. |
| From Work Order Start Date | Conditional | The beginning date of a range of work orders. If left blank, then all versions are included. | Work Order Start Date using a date picker. | Yes, start and end dates should be used together to define a range. |
| To Work Order End Date | Conditional | The ending date of a range of the Work Orders. If left blank, then all versions are included. | Work Order End Date using a date picker. | Yes, start and end dates should be used together to define a range. |
| Work Order Asset | Optional | The asset that is defined in the Work Order header. Typically, this parameter is used in conjunction with a date range. | Asset Number using an LOV. | none |
| Work Center | Optional | The work center in which the work order is expected to be executed in. | Work Center using an LOV. | none |
| Work Order Status | Optional | The status of the work orders. If left blank, then work orders of all statuses are included. | Work Order Status using an LOV. | none |
| From Material Required Date | Optional | The beginning date of a range of the material requirement dates. If left blank, then all versions are included. | From Date using a date picker. | Yes, from and to dates should be used together to define a range. |
| To Material Required Date | Optional | The ending date of a range of the material requirement dates. If left blank, then all versions are included. | To Date using a date picker. | Yes, from and to dates should be used together to define a range. |
| Group By | Optional |
Option to group materials by certain criteria in the report. |
Yes or No checkbox selection. Default value is No. | none |
| Sort By | Optional |
Option to sort by certain criteria in the report. |
Yes or No checkbox selection. Default value is No. | none |
Troubleshooting Information
- Once submitted, you can view the status of the process on the Scheduled Processes UI. A successfully completed process, as well as any child processes, will end in Succeeded status.
- If issues are encountered, the process or any of its subprocesses may be Warning or Error. The specific validation errors and warning messages that prevented the process from completing successfully are displayed in the error log(s).
- Any interactive warning validations are NOT performed.
- When the process is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the Scheduled Processes UI.