Work Order Parameters (tswcs0100m000)

This session contains:

  • A history list of parameter sets and their effective dates. The most recent parameter sets are at the end of the list.
  • The current parameter set, at the top of the list (without an effective date). To view historical sets, double-click one of the historical parameter sets. You can use the Print Service Parameters (tsmdm0400m000) session to print and compare the parameter sets.

To view or change the current parameters, double-click the set without an effective date that appears at the top of the list. The Work Order Parameters (tswcs0100m000) details session starts.

If you make changes and save the new parameter setting, LN performs the following actions:

  • Adds the new set at the end of the history list.
  • Updates the current set (at the top of the list).
Note

By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text.

 

Effective Date

The date and time from which the parameters are valid. The parameters are valid up to the effective date of the most recent parameter setting.

Description

The description of the parameter set. For example, you can indicate why you change the parameters.

By default this field contains the date and time when you saved the previous parameters. If you change the parameters, you are advised to change the Description field, to avoid confusion.

Number Group Work Order

Select the code that identifies the number group at company level for the Work Control System module.

You can link series, which are used to identify certain types of orders, to the number group in the First Free Numbers (tcmcs0150m000) session. The work order is identified by a number that consists of the series code followed by a sequential number.

If Number Group Work Order is changed the Department Parameter Number Group Work Order and Series Number Work Order must be updated.

For Scrap

Select the default reason used in your company to account for material loss due to scrap.

If this reason is selected in the Work Control System module, the materials are returned to the warehouse where a salvation analysis is carried out.

For Return

Select the default reason used in your company to explain the return of goods.

(Interruption Reason) For Quotation

The reasons why LN interrupts the work order. When you create a quotation, the interruption reason is populated from the Work Order Parameters (tswcs0100m000) session.

Note

You can define the interruption reasons in the Work Order Parameters (tswcs0100m000) session.

For Tool Requirement

If you need additional tool requirements for a released work order, the work order will be interrupted. Select your default interruption reason in this field.

For Material Requirement

If you need additional material requirements for a released work order, the work order will be interrupted. Select your default interruption reason in this field.

Service Type for Manual Work Order

The default service type for work orders that are created manually.

Work Order History Functionality

If this check box is selected, you can transfer work orders to history.

Use Master Routing

If this check box is selected, master routing is applied to depot repair.

Use Subassemblies in Work Orders

If this check box is selected, subassemblies are implemented in the Work Control System.

Use Batch Repair in Work Orders

If this check box is selected, batch repair is implemented in the Work Control System.

Use Assignments in Work Orders

If this check box is selected, the assignments functionality is implemented for the work orders.

Note

You cannot change this setting if groups for work orders exist in Group Planning.

Adjust Activity Dates from Assignments

If this check box is selected, and the assignment is updated:

  • the planned start and the planned finish time of the work order activity is also updated.
  • the planned start time of the activity is set to the earliest of the planned start times of all the related assignments, and the planned finish times of the activity is set to latest of the planned finish times of all the related assignments.
Note
  • If the activity is updated based on assignments update, only the planned start and planned finish time of the activity are updated. The duration of the activity is not changed.
  • If this check box is selected, and an activity cannot be updated, the assignment is also not updated.
  • You can select this check box only if the Use Assignments in Work Orders check box is selected.
Material Issue Constraint

The level at which, all the material can be shipped.

Check Material Availability

If this check box is selected, material availability check can be performed for the work orders.

Material Ownership
Allow to use Sold-to BP instead of Installation Owner on receipt

If this check box is selected, LN allows you to use the Sold-to BP of the work order instead of the actual owner of the installation, when the items are received in the warehouse.

Note

This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.

Allow to use Installation Owner instead of Sold-to BP on issue

If this check box is selected, LN allows you to use the actual owner of the installation instead of the Sold-to BP of the work order, when items are issued from the warehouse.

Note

This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.

Allow Installation Owner to be different from Inventory Owner

If this check box is selected, the owner of a serialized item is different from the owner in inventory. This differentiation is applicable during the receipt of the serialized item in the warehouse.

Note

This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.

Default Preferred Engineer during Order Creation

If this check box is selected, Infor LN defaults the preferred engineer during the work order creation.

Note

This field is applicable only if the Use Assignments in Work Orders check box is selected.

Default Preferred Engineer during Planning

If this check box is selected, the assignment for the engineer must be created during the work order planning.

Note

This field is applicable only if the Use Assignments in Work Orders check box is selected.

Assignments are Mandatory

If this check box is selected, you must link the assignments to all the work order activities with the Released status.

Note

This field is applicable only if the Use Assignments in Work Orders check box is selected.

Type for Material Requirement

The allocation and hard peging type. LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory.

Default value

The default value is Order Based. You can change the allocation and hard pegging type.

Allocation and Hard Pegging Types

Select the allocation and hard pegging type. This field can have the following values:

  • Customer Based The inventory supply for the work order cost line must be allocated and/or hard pegged to the sold-to BP.
  • Order Based The inventory supply for the work order cost line must be allocated and/or hard pegged to the work order.
  • Customer Reference Based The supply for the work order cost line must be allocated and/or hard pegged to the customer reference.
  • Internal Reference Based The supply for the work order cost line must be allocated and/or hard pegged to the internal reference.
  • Not Applicable The allocation and hard pegging is not applicable.
Use Unallocated Inventory

If this check box is selected, Infor LN Enterprise Planning uses unallocated inventory to match and meet the inventory demand and supply.

If this check box is cleared, Infor LN Enterprise Planning does not use unallocated inventory to meet the inventory demand.

Note

LN matches the inventory demand and supply in the following order of priority:

  1. Allocated inventory
  2. Unallocated inventory
Important!

The field is disabled only when you select Not Applicable in the Type for Material Requirement field.

Commitment Required

If materials must be delivered by a warehouse, or tools are required, specify whether or not these resources must be committed to the work order or work order activity.

Select one of the following:

  • No Commitment
    Inventory commitment is not required during the planning and releasing process.
  • Planned and Released
    Inventory commitment is required during the planning and releasing process.
  • Released
    Inventory commitment during the release process.
Reference Activity Mandatory

If this check box is selected, all work order activities must be based on reference activities that are defined in the Activity Management module.

Check on Time Limits

If this check box is selected, the planned start time and the planned finish time of work orders must be between the time limits defined by the earliest start time and the latest finish time.

Automatically Sign-off Work Order Activity

Automatically Close Work Order

Automatic Sign-off Work Order Activity / Automatic Close Work Order (Activity)

The optimum settings depend on whether work orders are used with or without activities:

  • If work orders with activities are used, both parameters apply. (Scenario 1)
  • If work orders without activities are used, only the Automatically Sign-off Work Order Activity parameter applies. (Scenario 2)

The following tables list settings, actions, and results for both scenarios.

Scenario 1 : Work Order with Activities

Automatic Sign-off Work Order ActivityAutomatic Close Work Order (Activity)ActionResult
SelectedSelectedComplete Activity

The activity is completed, signed-off, and closed.

If the activity is the final activity, the user is prompted to close the work order.

ClearedSelectedComplete Activity

The activity is completed.

If the activity is the final activity, the user is prompted to complete the work order.

Sign-off activity

The activity is signed-off, and closed.

If the activity is the last activity, the user is prompted to close the work order.

SelectedClearedComplete activity

The activity is completed, and signed-off.

If the activity is the final activity, the user is prompted to sign-off the work order.

Close work orderThe work order, including the work order's activities, is closed.
ClearedClearedComplete activity

The activity is completed.

If the activity is the final activity, the user is prompted to complete the work order.

Sign-off activity

The activity is signed-off.

If the activity is the final activity, the user is prompted to sign-off the work order.

Close work orderThe work order, including the work order's activities, is closed.

 

Scenario 2: Work order without activities

Automatic Sign-off Work Order ActivityAutomatic Close Work Order (Activity)ActionResult
N/ASelectedComplete work orderThe work order is completed and closed.
N/AClearedComplete work orderThe work order is completed.
Close work orderThe work order is closed.

 

Check-off Required for Resources

If this check box is selected, all resource lines and measurement lines must be checked off before the activity is signed off or closed.

Hours Accounting

The default cost component given to the hours accounted to carrying out a work order.

Note

Hours accounting is carried out in People.

Default Labor Type

The default labor type for normal work hours accounted to a work order. Note Hours accounting is carried out in People.

Labor Line Mandatory

If this check box is selected, a reference to a Work Order Labor line must be specified when a line is created in the Work Order Hours (bptmm1140m000) session.

Search Path for Cost Rate : Level1

The search path for labor cost rate.

Search Path

LN searches for the labor cost rate in the following order:

  1. Level 1
  2. Level 2
  3. Level 3
  4. Level 4

LN uses this search criteria to determine the labor cost rate for a work order. If the labor cost rate is not specified at Level 1, the labor cost rate defined at level 2 is considered. If the labor cost rate is not specified at Level 2, the labor cost rate defined at level 3 is considered. If the labor cost rate is not specified at Level 3, the labor cost rate defined at level 4 is considered.

The labor cost rate is linked to the following:

  • Serialized Item Group
  • Installation group
  • Service Employee
  • Department
  • Not Applicable
  • Reference Activity
  • Task

LN does not allow you to select an option at any two levels.

Search Path for labor cost rate : Level 2
Search Path for labor cost rate : Level 3
Search Path for labor cost rate: Level 4
Maintained Item

The default serial status of the defective serialized item.

Note

By default, this field is set to Defective.

Allowed values

Serial Status

Step Size for Activity

The number that defines the sequence for the successive steps that must be performed for activity.

Note

For example, if you enter the value 10, the numbers assigned to successive activities are 10, 20, 30, and so on.

Step Size for Line

The number that defines the sequence for the successive maintenance sales order lines. For example, if you enter the value 10, the numbers assigned to successive maintenance sales order lines are 10, 20, 30, and so on.

Allow to Delete Estimates

Indicate if the work order resource and subassembly lines for which the Estimated Resource Line check box selected in the work order resource and subassembly lines sessions, can be deleted.

Note

This field is enabled and set to Interactive only if the Use Coverage Calculation for Estimates check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000) session. If the check box is cleared, this field is disabled and set to Yes.