How You Report an Operation Transaction Using Complete with Details

The complete with details mode enables you to complete an operation step directly from the Maintenance Dispatch List results rows.

You can review and edit the materials and resources for the operation transaction.

When reporting an operation transaction using the complete with details option, the flow consists of the following three train stops:

• Asset train stop

• Materials train stop

• Resources train stop

• Report Meters train stop

In a project-tracked organization, the header for each train stop also displays project number and task number for a transaction.

On successful reporting of the operation transaction, a confirmation message is displayed on the Maintenance Dispatch List page showing the transaction details. In case of error, a message with error details is displayed on the Maintenance Dispatch List page.

Asset Train Stop

In the Asset train stop, you can review the transaction. The following are the attributes in the Asset train stop:

Attribute	Description
Asset	The asset associated with the maintenance work order.
Item	The item associated with the asset.
Serial Number	The serial number associated with the asset.
Work Center	The work center associated with the maintenance work order operation.
Work Order Quantity	The planned quantity of the maintenance work order.
Transaction Date	The date of the transaction. The field is set to the current date and time. However, you can update it to a past date and time.
Transaction Type	The transaction type of the current transaction.
Transaction Note	Any note for the transaction.
Attachments	The attachments in the transaction. It can be of file, text, or URL type.
Project Number	The number of the project. This is applicable only for project-specific work orders.
Task Number	The number of the task. This is applicable only for project-specific work orders.

Backflush Materials Train Stop

The Materials train stop enables you to review and edit the materials for the work order operation.

The Materials train stop is displayed:

• If the Allow Quantity Changes During Backflush plant parameter is set as Both or Material

• If there are lot or serial controlled components for backflush.

Note: This page wouldn't display a consolidated list of all items, but only those whose Supply Type requires additional review. For example, Push type materials will not be displayed in this materials train stop.

The following are the attributes in the Materials train stop:

Attribute	Description
Status	Indicates the status of the entered record.
Transaction Type	The default types will be Issue or Return. Issue will record a material issue transaction and install the asset in the hierarchy. Return will remove the asset from the hierarchy and record a material return transaction. Note: If the feature Issue or Return Materials for Work Orders Pending Installation or Removal is enabled, then the Technician role will only see types of Install or Remove. Install will only install the asset into the hierarchy. Remove will only remove the asset from the hierarchy. The Issue and Return transactions will be handled separately by the Stock Clerk role.
Operation Sequence Number	The operation sequence in the maintenance work order from which the material is derived. This can be the current operation or a previous automatically transact operation.
Component	The component being added for reporting.
Component Description	The description of the component being added for reporting.
Basis	The basis type as defined in the work order operation for the component. For the manually added components, the basis is always Variable.
Component Lot Number	The lot number of the component.
Component Serial Number	The serial number of the component.
Asset Number	The specific asset that will be installed or removed from the work order asset’s hierarchy.
Parent Asset	The parent position in the work order asset’s hierarchy under which the material transaction line’s asset will be installed. It will default to the work order asset but can be manually updated to a child asset in the transaction line or by using the hierarchy viewer.
Basis	The basis type as defined in the work order operation for the component. For the manually added components, the basis is always Variable.
UOM	The unit of measure as defined in the component item or the organization item definition.
Required	The required quantity as defined in the maintenance work order for nonserial items. For serial items defined in the work order, the required quantity is 1 for each row and there can be as many rows as the quantity of item is required for the transaction.
Previously Issued	The quantity of the component that's already issued to the work order operation.
To Transact	For nonserial items, this quantity is set to the quantity specified in the Required attribute with minimum as 1. For serial items defined in the work order, this quantity can only be 1. The default value is controlled by the organization’s plant parameter, Default Transaction Quantity, as detailed in the Implementing Manufacturing and Supply Chain Materials Management guide.
Secondary Quantity	The quantity is based on the item setup: When the item's UOM defaulting control is set to fixed, you enter the transaction quantity in the primary or transactional UOM, which is automatically converted to the secondary quantity in the secondary UOM based on the standard or item specific UOM conversion. When the item's UOM defaulting control is set to default, you can enter the transaction quantity in the primary or transactional UOM and override the secondary quantity that's defaulted from the standard or item specific UOM conversion. When the item's UOM defaulting control is set to no default, you can enter the transaction quantity in the primary or transactional UOM and enter the secondary quantity in the secondary UOM.
Secondary Quantity UOM	The unit of measure as defined in the item setup.
Reservations
Additional Information region	The additional information region is only enabled for serial-tracked and non-serial tracked operations if specific inventory flexfields have been defined and deployed. Additional details are covered in the Implementing Manufacturing and Supply Chain Materials Management guide.
Revision	The revision number of the component. The value is derived from the organization item definition.
Subinventory	Indicates the supply subinventory of the component.
Locator	Indicates the supply locator of the component.
Use Common Inventory	Check box to indicate whether the material is issued from the common inventory or from the project-specific inventory.

Backflush Resources Train Stop

The Resources train stop enables you to review and edit the resources for the work order operation. The Resources train stop is displayed if the Allow Quantity Changes During Backflush plant parameter is set up as Both or Resources.

The following are the attributes in the Resources train stop:

Attribute	Description
Status	Indicates the status of the entered record.
Operation Sequence Number	The operation sequence in the work order from which the resource is derived. This can be the current operation or a previous automatically transact operation.
Sequence	The resource sequence as defined in the work order operation resources.
Resource	The resource being added for reporting. The field lists values that are concatenation of resource code and resource name.
Type	The type of resource as defined in the work order resources or in resource definition.
Activity	The resource activity as defined in the work order resources or in resource definition.
Basis	The basis type as defined in the work order operation for the resource. For the manually added resources, the basis is always Variable.
UOM	The unit of measure as defined in the work order resources or in organization item definition.
Required	The required quantity as defined in the work order resources.
To Charge	The quantity is set to the quantity specified in the Required attribute.
Resource Instance	Name of the resource instance.

Record Meters Train Stop

The Record Meters train stop enables you to enter meter readings for the work order operation. The Record Meters train stop is displayed only if the work order operation has one or more active meters with the Record Meters at Work Order Completion attribute set as Mandatory.

Note: Meter readings wouldn't be recorded if any of the preceding the train stop steps require reporting or if any transactions fail to record with an error.

The following are the attributes in the Record Meters train stop:

Attribute	Description
Name	Name of the meter.
Code	Code of the meter.
Reading Type	The type of the meter reading. The valid values are: Absolute: The displayed reading on the physical meter at the time of recording. Change: The net change in the current and last displayed readings on the physical meter.
Direction	The direction of the meter reading. The valid values are: Ascending: Increases in value. Descending: Decreases in value.
Displayed Reading	The reading value displayed on the meter at the time of recording.
Life to Date Reading	The cumulative meter reading value that gets updated after each new meter reading entry.
UOM	Unit of measure of the meter reading.
New Reading	New meter reading value.
Rollover	Specifies whether or not the meter rollover is to be enabled.
Reading Date	The date on which the meter reading is recorded.
Comments	Any comment regarding the new meter reading.
History	The icon to view the meter reading history.