| Work Orders (tswcs2100m000)Use this session to maintain work orders. You can also do
the following in the session from the appropriate menu: Use the following options to view the related orders within
the service package and the related orders originating from the packages such
as Purchase, Manufacturing and Warehouse: Related To: Starts the Graphical Browser Framework that displays the
orders which originate from the current order. Related From: Starts the Graphical Browser Framework that displays the
orders that originate from the specific order.
Graphical Browser Framework allows you to view Multi level
relations of the orders. You can view the details using the following
options: View Details: Use this option to view the details of the related
order. Reverse Tree: Use this option to start the Graphical Browser Framework in
reverse mode starting from the order you select. For example, if you open
Graphical Browser Framework in Related To mode, you can use the reverse option
to view the orders in the Related From mode.
Use Create Quotation to create the maintenance sales
order quotation. LN populates the maintenance sales order quotation number in the Service Order Quotation field. - Use Accept Quotation to register a customer's approval
of a maintenance sales order quotation. LN changes the status
of the quotation to Accepted. When you accept a quotation, LN makes the following
modifications:
- Clears the Interrupted check box.
- Clears the Interruption Reason field.
Cancel Quotation to register a customer's rejection
of a maintenance sales order quotation. When you reject a quotation, LN changes the status
of the quotation to Canceled. Additionally, LN makes the following
modifications: - Clears the quotation number from the Service Order Quotation field.
- Clears the Interrupted check box.
- Clears the Interruption Reason field.
Work Order The series code that identifies the work order. You can define the
series defined for the work order number group in the First Free Numbers (tcmcs0150m000) session. The number group for work orders is set in
the Work Order Parameters (tswcs0100m000) session. Work Order number cannot be
modified after the creation of the order. Item The item on which maintenance must be carried out. You can
enter an anonymous item, or a serialized item. Note - The item must be
identified as a repairable item in the Items - Service (tsmdm2100m000) session.
- If the work order
status is Free and the Label field is empty, you can add or change the item.
- If the item code is
unreadable, you can leave this field empty and fill in a free description in
the Label field.
- For batch repair work orders you can only include the
serialized items with status set to Defective.
- The item must be of the type Serialized Item in Inventory Planning module
in LN, Common and Service
Order Origin The origin of the work order. Order Date The date and time when the work order is created. Serial Number The serial number of the
serialized item. You can manually enter: - The serialized
item's existing serial number.
- A new serial number
for the item. If you click Generate..., Service creates a serialized item based on a mask.
Note If the work order
has the Free or Planned status, you can
change the item's serial number. If, in that case, the work order was derived
from a maintenance sales order, the
new serial number will also be reflected in the Maintenance Sales Control module. Revision (In) The value that indicates the engineering revision of a revision-controlled item. Note - The Engineering Revisions Active check box in the General Service Parameters (tsmdm0100m000) session must be selected.
- You can maintain the
revision if the work order status is Free, Completed, Signed-Off, or Closed.
- You can maintain the
revision if the work order is a related work order, or is derived from a maintenance sales order.
- You cannot maintain
the revision for serialized items.
Effectivity Unit A reference number, for example a sales order line or a project
deliverable line, that is used to model deviations for a unit effective item. Label If you cannot identify the item by an item code, for example,
if the item code is unreadable, in this field, you can enter a free description
to identify the item. You can also enter a Functional Element. Note - If the work order
status is Free and the Item field is empty, you can add or change the label.
- If you create the work order from a maintenance sales order or
as a related order from a work order, you cannot change the label.
- The label must be empty if the item is filled.
Unit The inventory unit of the item that is maintained (or to be
maintained). Actual Quantity The maintained quantity. Note For batch repair work orders, the maintained quantity is
equal to the number of items with status set to Working Condition on a batch repair material line. Department The service department that is responsible for carrying out
maintenance on the item. Note In most cases, you
will use the (serialized) item's default main service department. You can only
change the main service department if the work order has the Free status. Preferred Engineer The preferred service employee to execute the work
order. Note - This field is applicable only if the Use Assignments in Work Orders check box is selected in the Work Order Parameters (tswcs0100m000) session.
- This field is enabled if the status of the activity is set
to Free, Planned, or Released.
- This value is defaulted from the Call (tsclm1100m000) session during the creation of the work order. If the
work order is related to a part maintenance line that is generated from a
call.
- Else, Infor LN uses the following search logic to default this
value:
- The Preferred Engineer Depot Repair field in the Serialized Items (tscfg2100m000) session.
- The Preferred Engineer Depot Repair field in the Installation Groups (tsbsc1100m000) session.
Description The description or name of the code. Status The current status of the work order. The work order status is
used to control the steps of the work order process. You can change the work order status at any time if: - The status is Free.
- The status is Planned, unless, in the Work Order Parameters (tswcs0100m000) session, the Commitment Required option is selected.
After the work order
is released, all work order activities must be completed before the work order
can be updated to the next status. You can delete a
work order that has the Free, Closed,
or Canceled status. Work Order/ Work Order Activity Status Service Type The service type is used to
group work orders according to the work order procedure. Default value: the
service type set in the Work Order Parameters (tswcs0100m000) session. Note If cost lines are
related to the work order header or work order activity line, you must add a coverage type. For work
order headers the coverage type related to the service type is offered as
default, but you can also select another coverage type. Batch Repair If this check box is selected, the item is repaired as a part of a batch
repair. Cancel Reason The reason for canceling the work order. You must use the Cancel Work Order (tswcs2260m000) session to cancel the work order. Cancel Time The date and time when the work order was canceled. You must
use the Cancel Work Order (tswcs2260m000) session to cancel the work order. Initiate Cancelation If this check box is selected, the cancellation of a
work order for which actual costs are present is initiated. To actually cancel the work order, take the following
steps: - Close the work
order in the Close Work Orders (tswcs2265m000) session.
- Cancel the work
order in the Cancel Work Order (tswcs2260m000) session.
Interrupted If a maintenance sales quotation is created from the work order
data, LN selects this
check box. If this check box is selected, LN does not allow any change to the work order after a maintenance
sales quotation is created. Note - When you create a maintenance sales quotation, the work
order is interrupted. You can create a maintenance sales quotation in the
following status of the work order:
- When material / tools are not available, a work order can
be interupted in the Released status.
Interruption Reason The reasons why LN interrupts the work or der. Note You can define the interruption reasons in the Work Order Parameters (tswcs0100m000) session. Material Inventory Check Status The overall inventory status for all the material lines
belonging to the order. ATP Inventory Available Indicates if the inventory for all the material lines
belonging to the order is available, calculated by the ATP check. Available Date Latest ATP Date for all the material lines belonging to the
order. Checked On Date Latest ATP Check On Date for all the material lines belonging
to the order. Planned Inventory Available Indicates if the inventory for all the material lines
belonging to the order is available, calculated by the Planned inventory
check. Available Date Latest Planned Available Date for all the material lines
belonging to the order. Checked On Date Latest Planned Check On Date for all the material lines
belonging to the order. On Hand Inventory Available Indicates if the inventory for all the material lines
belonging to the order is available, calculated by the On Hand inventory
check. Checked On Date Latest On Hand Check On Date for all the material lines
belonging to the order. Material Issue Constraint The level at which, the material lines must be shipped
completely. Note - The value in this field is defaulted from the Work Order Parameters (tswcs0100m000) session.
- This field is disabled if:
- The Status of the Work Order is set to Completed.
- For a Released Work Order, a related warehouse order exists, that
cannot be modified.
Item Delivery Method Indicates the origin of the work order. Ownership The ownership of the service item. This is a display
field. Allowed values - Company Owned
- Customer Owned
Note This field is set to: - Customer Owned, if the work order is linked to a part maintenance sales order
line.
- Company Owned, if the order is an internal work
order.
From Warehouse The warehouse in which the (serialized) item will be received
or is present. From this warehouse, the (serialized) item can be delivered to
the shop. Lot (In) The lot code that can be used to
control the incoming material flow of the work order. A specific lot can
represent a specific item or a group of items with a uniform condition. By
defining the lot on the work order, a selection of the item to be maintained
can be made. Assigning a lot code to an item also enables you to trace a part's
financial value. From Location The location at which the
(serialized) item will be received or is already received. From Work Center The work center from which the
item will be delivered or is delivered, which is the previous work center. Note If the order
originates from a parent work order activity, the work center of that activity
is used as a default. Planned Item Receipt Time The planned date and time when the item is received in the
warehouse or in the location. Actual Item Receipt Time The actual date and time when the item is received in the
warehouse or in the location. Note - If the item is
received, you can release the work order.
- If you click Item Receipt, LN calculates the actual receipt time.
To Warehouse The warehouse to which the (serialized) item will be returned. Lot (Out) The lot code that can be used to
control the outgoing material flow of the work order. A specific lot can
represent a specific item or a group of items with a uniform condition.
Assigning a lot code to an item also enables you to trace a part's financial
value. To Location The location at which the
maintained item must be returned or will be delivered. To Work Center The work center to which the
item must be delivered. If the order
originates from a parent work order activity, the work center of the related
'assembly' activity is used as a default. Earliest Start Time The earliest time when you can start to carry out the work
order. Note - If you have made an
appointment for the work order, you can only modify the earliest start time and
the latest finish time in the Appointments (tsmdm0123m000) session.
- The planned start
time must be after the earliest start time.
- If the work order is
derived from a maintenance sales order, the earliest start time is equal to the
planned receipt time on the maintenance sales order line.
- If the work order is
a related work order that is created from a work order material resource line,
the earliest start time is equal to the current time.
Latest Finish Time The latest time at which you can finish the work order. Note - If you have made an
appointment for the work order, you can only modify the earliest start time and
the latest finish time in the Appointments (tsmdm0123m000) session.
- The planned finish
time must be before the latest finish time.
- If the work order is
derived from a maintenance sales order, the latest finish time is equal to the
planned delivery time on the maintenance sales order line.
- If the work order is
a related work order that is created from a work order material resource line,
the latest finish time is equal to the earliest start time of the work order
activity/order depending on which the line is linked to.
Appointment If this check box is selected, an appointment exists
for the work order, and you can only modify the earliest start time and the
latest finish time in the Appointments (tsmdm0123m000) session. Note If the work order is
derived from a maintenance sales order, you
must enter the delivery time of the sales order on the appointment to determine
the earliest start time and the latest finish time. Order Duration The order duration for a work order with no related activities
can be manually entered and is equal to the time between the planned start time
and the planned finish time. The order duration
for a work order with related work order activities is the sum of the duration
of the related work order activities. The activity duration is calculated in
the Work Order Activities (tswcs2110m000) session. If you change the
order duration, the planned start time and the planned finish time must be
updated. Note - The order duration
is expressed in the time unit that you defined in the General Service Parameters (tsmdm0100m000) session.
- You can only modify
the order duration for work orders that have the Free or Released status.
Order Duration The time unit in which the order duration is expressed. The
time unit for duration is defined in the General Service Parameters (tsmdm0100m000) session. Planned Start Time The planned time to start to carry out the work order. If you
have defined work order activities, the planned start time is derived from the
work order activities. The planned start time can be (re)calculated based on
the order duration and the planned finish time. Click Calculate to (re)calculate the planned start time based
on a calendar. Note The planned start time must be: - Equal to or after
the earliest start time.
- Equal to or before
the latest finish time.
Planned Finish Time The planned time on which you must finish the work order. If
you have defined work order activities, the planned finish time is derived from
the work order activities. The planned finish time can be (re)calculated based
on the order duration and the planned start time. Click Calculate to (re)calculate the planned finish time
based on a calendar. Note The planned finish time must be: - Equal to or after
the earliest start time.
- Equal to or before
the latest finish time.
Actual Start Time The date and time when work on the work order activities
started. Actual Finish Time The date and time when work on the work order activities was
finished. Reference The reference used by the sold-to business partner to identify
the order if the work order originates from a maintenance sales order. Installation Group If the work order originates from a maintenance sales order and
the item is part of an Installation group, the Installation group is displayed. Project The project to which the cost is pegged. Note The Project Cost Account to which cost is pegged is a
combination of Project, Element and Activity. Element The element that is linked to the project. Note The Project Cost Account to which cost is pegged is a
combination of Project, Element and Activity. Business Partner of Inventory The business partner who is the owner of the item in the
inventory. Note - This field is applicable only if the Ownership field is set to Customer Owned.
- This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
Description The description or name of the code. Activity The activity that is linked to the project. Note The Project Cost Account to which cost is pegged is a
combination of Project, Element and Activity. Description The description or name of the code. Top Work Order The very first work order from which the initiating work order
of the current work order was derived. Initiating Work Order The work order from which the current work order is derived. Quotation The quotation number that is linked to the work order. Coverage Type The coverage type for the work
order is used to cover the general work order costs in Financials. Note You cannot change
the coverage type after you have booked actual costs in Financials. However, you
can change the coverage type for WIP costs that are booked in Financials. Reported Problem The problem reported by the customer. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Expected Problem The problem expected by the service engineer. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Actual Problem A source or symptom of malfunction or disturbance. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Actual Solution Codes on calls and service orders that enable you to analyze
the orders. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Expected Solution The solution to the Expected Problem as determined by the service engineer. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Problem Text If this check box is selected, some text with additional
problem details is available. Solution Text If this check box is selected, some text with additional
solution details is available. Internal Invoicing If this check box is selected, an internal invoice is created. The field is
set to yes when a relation is defined in EMM module between the service
department of the work order and the service department of the originating
maintenance sales order. Project Peg Origin The origin of a project peg. Note This field is applicable only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. Project Pegged Inventory If this check box is selected, LN considers only the item that is project pegged in the Project Pegged Inventory (whwmd2560m000) session. Note This check box is applicable only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. By default this check box is cleared. | |