Work Order (tswcs2100m100)

	Work Order (tswcs2100m100) Use this session to to view, maintain and create work orders. You can carry out a number of logistic tasks that relate to the work order and work order activities in this session. Use the following options to view the related orders within Service and the related orders originating from the packages such as Purchase, Manufacturing and Warehousing: 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. Note LN defaults the project pegging data is this session from the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session. The costing breaks functionality enables you to redirect cost from one level to another. The Diagnosis group box is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. For more information on the satellite and the MMT sessions, refer to: To Display satellite sessions for ease-of-use To view the satellite sessions in the MMT sessions of Work Control System module You cannot delete a work order with the Order Status field set to Free or Planned if: The work order is external (work order linked to a part maintenance line). The Use Coverage Calculation for Estimates check box is selected in the Maintenance Sales Orders (tsmsc1100m000) session. You can carry out the following tasks: View, maintain and create Work Orders. To create a new work order, you can use the New button on the toolbar. The relevant details must be entered and the record must be saved. View, maintain and create Work Order Activity. For each work order, you must enter at least work order activity. The addition of a work order activity is imperative for the execution of the work order. View, Maintain and Create Material and Other Resources. View, Maintain and Create Measurements and Hours Accounting. Related topics Project pegging in depot repair Service Costing Break Hierarchy and Search Path Project Pegging Costing Breaks in Depot Repair Actions Performed on Outgoing Subassemblies Actions Performed on Incoming Subassemblies Processing Subassembly Number groups in Service Financial Ownership in Service Tool refurbishing using maintenance work order Estimates in Work Control System Work Order The series code that identifies the work order. Note 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. Order Origin The origin of the work order. Allowed values Order Origin Batch Repair If this check box is selected, the item is repaired as a part of a batch. 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 the Inventory Planning module in LN, Common and Service 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. Serial Number The serial number of the serialized item. You can manually enter the serial number. Following are the two possible conditions: When the item number is specified Enter the serialized item's existing serial number. Alternatively, you can use the browse arrow to select the serial number from the Serialized Items (tscfg2100m000) session. Enter a new serial number for the item. If you click Generate, Service creates a serialized item based on a mask. When the item number is not specified A serial number can be linked to one or more serialized items. When you enter the serial number that is linked to more than one serialized item, the Serialized Item (tscfg2100m000) session opens displaying all the items to which that serial number is linked. You can select any serialized item from the list. When you select the serialized item, the Description, Quantity, and Department fields are populated. When you enter the serial number linked to only one serialized item, the Item, Description, Quantity, Department fields are populated. Note In case the serial number entered is incorrect, LN displays an error message. 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. 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. 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. Description The description of the department. Preferred Engineer The preferred service employee for 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. Sold-to Business Partner The sold-to business partner if the work order originates from a maintenance sales order. Project The code of the project to which the work order is pegged. Note The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity. This field is displayed only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. This field is applicable only if the Item is specified for the work order and the project pegging is applicable for the specified item. You can specify a project: That is not linked to a contract in Infor LN Project and for which invoicing through sales is allowed. For which the status is set to Active. That is not a Project (PCS). If you cannot specify the project for the item linked to work order. This value must be specified if in the Items (tcibd0501m000) session: The Mandatory Project Peg check box is selected for the item specified on the service order material line. The Inherit Project Peg check box is selected and the Project Peg is maintained on the service order header/activity. If the work order is linked to a maintenance sales order, this value is defaulted from the Maintenance Sales Order - Part Lines (tsmsc1110m000) session. This value can be modified only if the work order status is set to Free. For more information, refer to Project pegging in depot repair Description The description or name of the code. 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. This field is displayed only if: The Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. The Element check box is selected in the Project Parameters (tppdm0100s000) session. This field is applicable only if: The Project is specified. Project Element is applicable for Project. This value must be specified if the element is mandatory for the project. If the work order is linked to a maintenance sales order, this value is defaulted from the Maintenance Sales Order - Part Lines (tsmsc1110m000) session. This value can be modified only if the work order status is set to Free. 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. This field is displayed only if: The Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. The Activity check box is selected in the Project Parameters (tppdm0100s000) session. This field is applicable only if: The Project is specified. Project Activity is applicable for Project. This value must be specified if the activity is mandatory for the project. If the work order is linked to a maintenance sales order, this value is defaulted from the Maintenance Sales Order - Part Lines (tsmsc1110m000) session. This value can be modified only if the work order status is set to Free. 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. Description The description or name of the code. 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. 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. Location The location at which the (serialized) item will be received or is already received. Related topics Location Warehouse The warehouse to which the (serialized) item will be returned. Location The location at which the maintained item must be returned or will be delivered. Related topics Location 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. 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 earlies Work Order Activity (tswcs2610m000) t start time of the work order activity/order depending on which the line is linked to. 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. Planned Start 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. Material Inventory Check Status The overall inventory status for all the material lines belonging to the order. Allowed values Inventory Status 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. Allowed values Material Issue Constraint Note The value in this field is defaulted from the Work Order Parameters (tswcs0100m000) session. This field is disabled if: The Order Status of the Work Order is set to Completed. For a Released Work Order, a related warehouse order exists, that cannot be modified. Related topics Material Issue Constraints Planned Finish 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. Planned Quantity The maintainable quantity. Project Peg Origin The origin of a project peg. Allowed values Project Peg Origin Note This field is applicable only if the Project Pegging and the Costing Breaks check boxes are selected in the Implemented Software Components (tccom0100s000) session. By default, this field is set to: Costing Break, when the project peg is defaulted from the Costing Breaks (tppdm3600m000) session. Top Demand, when the project peg is defaulted from the related work order or the service contract linked to the work order. Manual if the work order is an internal work order. Not Applicable, when the project peg or the costing breaks is not applicable. 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. Quotation The quotation number linked to the work order. Revision The revision number of the quote to which the maintenance sales order is linked. Note This field is displayed only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session. This value is defaulted from the Maintenance Sales Quotes (tsepp1100m000) session. Diagnosis Expected Problem The problem as assessed and classified by the support engineer. Note This field is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Expected Solution The solution to the expected problem as determined by the support engineer. Note This field is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Reported Problem The reported problem. Selected from the Problems (tsclm3130m000) session. Note This field is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Actual Problem The real problem as determined by the service/support engineer. Note This field is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Actual Solution The definitive solution as determined by the service/support engineer, which solved the actual problem. Note This field is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Cancel Text If this check box is selected, a text that contains the problem that was reported by the customer is available. When a call is transferred to a maintenance sales order, this text is retrieved from Call Management. Solution Text Any extra information gathered to provide the actual solution, compared to the expected solution Top Work Order The code of the top work order. Note The value in this field is defaulted with the work order from which this work order originated. Same value is displayed in the Work Order field and this field, if the current work order is the originating work order. You cannot modify this value. Part Maintenance Line The part maintenance line number of the Maintenance Sales Order, from which this work order originates. Note The value in this field is defaulted from the Maintenance Sales Order - Part Lines (tsmsc1110m000) if the Order Origin is Maintenance Sales Order. You cannot modify this value. Actual Received Quantity The actual quantity received in the warehouse. Note This field is applicable only if the To Warehouse is specified. The value in this field is defaulted from the Received Quantity in Receipt Unit field in the Warehouse Receipt Lines (whinh3512m600) session. You cannot modify this value. The value in this field is updated after every partial receipt. The application selects the Final Receipt check box when the last part of the order is received. Actual Receipt Time The time when the item is received in the warehouse. Note This field is applicable only if the To Warehouse is specified. The value in this field is defaulted from the Actual Receipt Date field in the Warehouse Receipt Lines (whinh3512m600) session. You cannot modify this value. Final Receipt Indicates that the last item of this order is received in the warehouse and the warehouse order is completed. Note A warehouse order can be received in parts (partial receipts). This field is applicable only if the To Warehouse is specified. This value is defaulted from the Final Receipt field in the Warehouse Receipt Lines (whinh3512m600) session. You cannot modify this value. Actual Delivered Quantity The actual quantity delivered in the warehouse. Note This field is applicable only if the To Warehouse is specified. The value in this field is updated after every partial delivery. The application selects the Final Delivery check box when the last part of the order is delivered. Actual Times The time when the item is delivered in the warehouse. Final Delivery Indicates that the last item of this order is delivered in the warehouse and the warehouse order is completed. Note A warehouse order can be delivered in parts (partial delivery). Calculate Calculates the planned start time for the work order activity, based on activity duration, planned finish time, and applicable calendars. You can calculate the planned start time if the work order activity status is Free, Planned, or Released. Calculate Use this option to calculate the planned finish time for the work order activity, based on activity duration, planned start time, and applicable calendars. You can calculate the planned finish time if the work order activity status is Free, Planned, or Released. Item Receipt Use this option to calculate the actual receipt time for the work order. Generate Use this command to generate a serial number for the item. Tree Displays the work orders, work order activities, resource requirements, measurements and hours accounting in a graphical manner. Complete Order Choose this option to change the work order status to Completed. You can change the status of a work order from Released to Completed if no activities are present for the work order. Close Order Choose this option to close a work order (status: Signed-Off or Completed). You can close a work order with status Completed if no activities are present for the work order. Create Quote Creates a quotation for the maintenance sales order from which the work order (status: Released) was derived. Note If you create a quotation for a released work order, the work order will be interrupted. The default interruption reason is defined in the Work Order Parameters (tswcs0100m000) session. View Tree Use this command to view Work Order Activities or Follow-up structures in a graphical manner. Related Orders To Starts the Graphical Browser Framework that displays the orders which originate from the current order. Related Orders From Starts the Graphical Browser Framework that displays the orders from which the current order originates from. Intercompany Trade Order - Sales Intercompany Trade Orders - Sales Intercompany Trade Orders - Purchase