Work Orders (tswcs2100m000)

	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 Quote to create the maintenance sales order quotation. LN populates the maintenance sales order quotation number in the Quote 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. Reject 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 Quote field. Clears the Interrupted check box. Clears the Interruption Reason field. Note You can view the Required Skills option, only if the Skill checkbox is selected in General Service Parameters (tsmdm0100m000) session. LN cancels the work order in case you cancel the maintenance sales order line. You must hold the CTRL key to select multiple records. 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. 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 related Maintenance Sales Orders (tsmsc1100m000) session. Related topics Work Order Control (WCS) Shop maintenance/Depot repair 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 Financial Ownership in Service Owner vs User Default Business Partner for Order Sold-to BP versus Owner Impact of Business Partner Defaulting Tool refurbishing using maintenance work order Estimates in Work Control System 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. Related topics Number groups in Service 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. Allowed values Order Origin 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 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. Planned Quantity The maintainable quantity. 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: Free Planned Released 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. 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 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 Repair Site The code of the site at which the item is received for the repair. Related topics Multisite overview To Site The code of the site at which the item is returned after the repair. Related topics Multisite overview 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 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. Related topics Location 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 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. Related topics Location 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. Turnaround Time Document The code of the Turnaround Time Document linked to the work order. Note This field is displayed only if: The Turnaround Time check box is selected in the Implemented Software Components (tccom0100s000) session. The Service (TS) check box is selected in the Turnaround Time Parameters (tcttm0100m000) session. Related topics Creating TAT Document for a Work Order Outgoing Subassembly Description The description or name of the code. 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. Sold-to Business Partner The sold-to business partner 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. Maintenance Sales Order The maintenance sales order from which the work order is derived. 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 Project contract 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 Top Work Order The code of the top work order. Note This value is defaulted from the originating work order. You cannot modify this value. If the work order is created manually, this value and the value in the Work Order field are same. Part Maintenance Line The line number of the originating part maintenance line from which the Top Work Order is created. Note This value is defaulted from the Maintenance Sales Order - Part Lines (tsmsc1110m000) session, if the Order Origin field is set to Maintenance Sales Order. You cannot modify this value. All the follow-up work orders have the same part maintenance line. Actual Received Quantity The actual quantity received for the warehouse order. Note This field is applicable only if the value in the To Warehouse (Receipt) field is specified. This value is defaulted from the Received Quantity in Receipt Unit field in the Warehouse Receipt Lines (whinh3512m600) session. You cannot modify this value. This value is updated after every partial receipt. LN selects the Final Receipt check box when the final quantity is received on the warehouse order. Actual Receipt Time The actual time of the last partial receipt in the warehouse. Note This field is applicable only if the value in the To Warehouse (Receipt) field is specified. This value 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 final item is received in the warehouse and the warehouse order is completed. Note This field is applicable only if the value in the To Warehouse (Receipt) field 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 from the warehouse order. Note This field is applicable only if the value in the From Warehouse (Delivery) field is specified. This value is updated after every partial delivery. LN selects the Final Delivery check box when the final quantity is delivered on the warehouse order. Warehouse Delivery Time The actual time of the last partial delivery from the warehouse. Note This field is applicable only if the value in the From Warehouse (Delivery) field is specified. Final Delivery Indicates that the final item is delivered from the warehouse and the warehouse order is completed. Note This field is applicable only if the value in the From Warehouse (Delivery) field is specified. Serial Status The status of the serialized item after the order is Completed. Possible values: Active Defective Working Condition To be Recycled Removed 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. 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. 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. Description The description or name of the code. Initiating Work Order The code of the initiating work order. Note You can create a follow up work order for the initiating work order when: The item is transferred to another department using the Transfer to Department option. An outgoing subassembly is created using the Outgoing Subassemblies option with the Action Outgoing Subassembly field set to To Department in the Work Order Outgoing Subassemblies (tswcs4150m000) session. Quotation The quotation number linked to the work order. Quote 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 Quotes (tsepp1100m000) session. 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. 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. Work Order Activities Choose this option to view existing activities or add new activities to a work order in the Work Order Activities (tswcs2110m000) session. 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. Generate... Choose this option to create a serialized item for the item and the serial number in the Serialized Items (tscfg2100m000) session. Plan... Use this option to plan work orders and/or activities in the Plan Work Orders (tswcs3200m000) session. Release... Use this option to release work orders and/or activities in the Plan Work Orders (tswcs3200m000) session. The selected Work Order Activities are released, independent of the header status( Free or Planned). The status of the Work Order Activities, which are not selected for release, remains unchanged. Close... Use this option to close the work order (activities) in the Close Work Orders (tswcs2265m000) session. 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. 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. Material Resources Choose this option to add material resources to a work order activity. Hours Accounting Choose this option to do hours accounting in the Work Order Hours (bptmm1140m000) session. Note You cannot use this option if: People is not implemented. The work order status is Free or Planned. Item Receipt Use this option to calculate the actual receipt time for the work order. 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.