Work Orders (tswcs2100m200)
Use this session to view and process the work orders. This session is displayed as a part of the Part Maintenance Workbench (tsmsc1600m100) session and cannot be accessed from the main menu.
For more information, see:
- Using the Part Maintenance Workbench
- Part Maintenance Workbench (tsmsc1610m100)
Field Information
- Work Order
-
The code of the work order.
- Description
-
The description or name of the code.
- Status
-
The status of the work order.
Allowed values
- Planned
- Released
- Completed
- Signed-Off
- Closed
- Canceled
- Free
- Next Step
-
The next step that must be executed to process the work order.
- Batch Repair
-
If this check box is selected, the item is repaired as a part of a batch.
- Item
-
The item on which the maintenance is carried out. You can specify an anonymous item or a serialized item.
- Serial Number
-
The serial number of the serialized item.
- Description
-
The description or name of the code.
- 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.
- 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.
- 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.
- Description
-
The description or name of the code.
- Project Peg Origin
-
The origin of a project peg.
Allowed values
- Costing Break
- Not Applicable
- Manual
- Top Demand
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.
- Service Type
-
The service type is used to group work orders according to the work order procedure.
- Description
-
The description or name of the code.
- Initiating Work Order
-
The code of the initiating work order.
- Initiating Part Line
-
The code of the initiating part line.
- Operations Department
-
The service department that is responsible for carrying out maintenance on the item.
- Description
-
The description or name of the code.
- Preferred Engineer
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The preferred service employee to execute the work order.
- Name
-
The description or name of the code.
- Latest Finish Time
-
The latest time at which you can finish the work order.
- Sold-to Business Partner
-
The sold-to business partner if the work order originates from a maintenance sales order.
- Name
-
The description or name of the code.
- Order Origin
-
The origin of the work order.
Allowed values
- Maintenance Sales Order
- Work Order
- Manual
- Maintenance Sales Order
-
The code of the maintenance sales order from which the work order is derived.
- Reference
-
The reference used by the sold-to business partner to identify the order if the work order originates from a maintenance sales order.
- Alternate Serial Number
-
The alternate serial number of the item.
- Planned Quantity
-
The planned or expected quantity to be used for the work order or for the work order activity.
- Unit
-
The unit in which the quantity is expressed.
- Actual Quantity
-
The quantity that is actually used for the work order or for the work order activity.
- Serial Status
-
The status of the serialized item.
Allowed values
- Startup
-
The serialized item is in the startup stage.
- Superseded
-
The serialized item of a PBS is superseded by a new item.
- Active
-
The serialized item is active.
- Revision
-
The serialized item is in the revision stage.
- Defective
-
The serialized item is defective.
- Working Condition
-
The serialized item is in working condition.
- To be Recycled
-
The serialized item is ready to be recycled.
- Removed
-
The serialized item is removed.
- Not Applicable
- Order Date
-
The date and time when the work order is created.
- 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.
- 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.
- 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.
- 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.
- Material Issue Constraint
-
The level at which, the material lines must be shipped completely.
Allowed values
- Order Complete
- None
- Activity Complete
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.
- Repair Site
-
The code of the site at which the item is received for the repair.
- To Site
-
The code of the site at which the item is returned after the repair.
- Quote
-
The quote 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.
- To Warehouse
-
The warehouse to which the (serialized) item will be returned.
- 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.
- Earliest Start Time
-
The earliest time when you can start to carry out the work order.
- 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.
- 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.
- Description
-
The description or name of the code.
- Time Duration Unit
-
The unit in which the duration is expressed.
- 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.
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.
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.
- 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.
- Top Work Order
-
The code of the top work order.
- Coverage Type
-
The coverage type for the work order is used to cover the general work order costs in Financials .
- Interrupted
-
If a maintenance sales quote is created from the work order data, the application selects this check box. If this check box is selected, the application does not allow any change to the work order after a maintenance sales quote is created.
Note:- When you create a maintenance sales quote, the work order
is interrupted. You can create a maintenance sales quote when the status of the
work order is set to:
- Free
- Planned
- Released
- When material or tools are not available, a work order can be interrupted in the Released status.
- When you create a maintenance sales quote, the work order
is interrupted. You can create a maintenance sales quote when the status of the
work order is set to:
- Interruption Reason
-
The reason to interrupt the work order processing.
Note: You can define the interruption reasons in the Work Order Parameters (tswcs0100m000) session. - Cancel Reason
-
The reason for canceling the work order.
Note: 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.
- Cancel Time
-
The date and time when the work order is canceled.
Note: You must use the Cancel Work Order (tswcs2260m000) session to cancel the work order.