工作单 (tswcs2100m000)

使用此进程以创建和维护工作单

您还可以在该进程的相应菜单中执行以下操作:

使用下列选项可查看服务管理子系统内的相关订单,以及来源于采购管理子系统、制造管理子系统和仓储管理子系统等的相关订单:

  • 相关至:

    启动“图形浏览器框架”,以显示来源于当前订单的订单。
  • 相关自:

    启动“图形浏览器框架”,以显示来源于特定订单的订单。

“图形浏览器框架”允许您查看订单的多层关系。可以使用下列选项查看详细资料:

  • 查看详细资料:

    使用此选项可查看相关订单的详细资料。
  • 反向树视图:

    使用此选项可从所选择的订单开始以反向模式启动“图形浏览器框架”。例如,如果在“相关至”模式中打开“图形浏览器框架”,则可以使用反向选项来查看“相关自”模式中的订单。
  • 使用创建报价单创建维修销售订单报价单。LN 会在该报价单编号字段中填写维修销售订单报价单编号。

  • 使用“接受报价单”以注册维修销售订单报价单的客户核准。LN 将报价单的状态更改为已接受。您接受报价单时,LN 会进行以下修改:
    • 清除已中断复选框。
    • 清除中断原因字段。
  • 拒绝报价单可登记客户对维修销售订单报价单的拒绝。

    您拒绝报价单时,LN 会将报价单的状态更改为已取消。此外,LN 还进行以下修改:

    • 清除报价单编号字段中的报价单编号。
    • 清除已中断复选框。
    • 清除中断原因字段。
注意
  • 仅当选中通用服务参数 (tsmdm0100m000)进程中的“技能”复选框时,才能查看“所需技能”选项。
  • 如果您取消了维修销售订单行,则 LN 会取消工作单。
  • 必须按住 CTRL 键才能选择多个记录。
  • LN 会从维修销售订单部件维修行 (tsmsc1110m100)进程默认使用此进程中的项目挂钩数据。使用成本细目功能,可以将成本从一个层重新定向到其它层。
  • 在下列情况下,您不能删除状态字段设置为自由已计划的工作单:
    • 工作单是外部订单(链接至部件维修行的工作单)。
    • 已选中相关维修销售订单 (tsmsc1100m000)进程中的将覆盖范围计算用于估算复选框。
工作单

The series code that identifies the work order.

You can define the series defined for the work order number group in the 第一个空号 (tcmcs0150m000) session. The number group for work orders is set in the 工作单管理参数 (tswcs0100m000) session. Work Order number cannot be modified after the creation of the order.

物料

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 服务物料数据 (tsmdm2100m000) session.
  • If the work order status is 自由 and the 标签 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 标签 field.
  • For batch repair work orders you can only include the serialized items with status set to 缺陷.
  • The item must be of the type 序列化物料 in 库存计划 module in LN , 公用数据管理子系统 and 服务管理子系统.
  • If the “按部门列出的物料服务数据”是必填项 check box is selected in the 通用服务参数 (tsmdm0100m000) session, you can only select an item that is linked to the specified 服务部门. The service items are linked to the service office in the按服务部门列出的物料服务数据 (tsmdm2120m000) session.
订单来源

The origin of the work order.

允许值

维修销售订单
工作单
人工
订单日期

The date and time when the work order is created.

序列号

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 生成..., 服务管理子系统 creates a serialized item based on a mask.
Note: 

If the work order has the 自由 or 已计划 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 维修销售控制模块 module.

修订号

The value that indicates the engineering revision of a revision-controlled item.

Note: 
  • The 工程修订号处于活动状态 check box in the 通用服务参数 (tsmdm0100m000) session must be selected.
  • You can maintain the revision if the work order status is 自由, 已完成, 已签字验收, or 已结算.
  • 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.
有效单元

例如,销售订单行或项目交付物行上的参考编号,用于为单元有效物料的偏差建模。

标签

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 自由 and the 物料 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.
计划数量

The maintainable quantity.

Unit

The inventory unit of the item that is maintained (or to be maintained).

实际数量

The maintained quantity.

Note: 

For batch repair work orders, the maintained quantity is equal to the number of items with status set to 可正常使用 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 自由 status.

首选工程师

The preferred service employee to execute the work order.

Note: 
  • This field is applicable only if the 在工作单中使用任务分派 check box is selected in the 工作单管理参数 (tswcs0100m000) session.
  • This field is enabled if the status of the activity is set to 自由, 已计划, or 已下达.
  • This value is defaulted from the 呼叫 (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:
    1. The 首选返库维修工程师 field in the 序列化物料 (tscfg2100m000) session.
    2. The 首选返库维修工程师 field in the 安装组 (tsbsc1100m000) session.
姓名

代码的说明或名称。

状态

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 自由.
  • The status is 已计划, unless, in the 工作单管理参数 (tswcs0100m000) session, the 要求库存承诺 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 自由, 已结算, or 已取消 status.

已计划
已下达
已完成
已签字验收
已结算
已取消
自由
Service Type

The service type is used to group work orders according to the work order procedure.

默认值: the service type set in the 工作单管理参数 (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.

批维修

如果选中此复选框, the item is repaired as a part of a batch repair.

取消原因

The reason for canceling the work order. You must use the 取消工作单 (tswcs2260m000) session to cancel the work order.

取消时间

The date and time when the work order was canceled. You must use the 取消工作单 (tswcs2260m000) session to cancel the work order.

启用取消操作

如果选中此复选框, the cancellation of a work order for which actual costs are present is initiated.

To actually cancel the work order, take the following steps:

  1. Close the work order in the 结算工作单 (tswcs2265m000) session.
  2. Cancel the work order in the 取消工作单 (tswcs2260m000) session.
已中断

If a maintenance sales quote is created from the work order data, LN selects this check box. 如果选中此复选框, LN 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 in the following status of the work order:
    • 自由
    • 已计划
    • 已下达
  • When material / tools are not available, a work order can be interupted in the 已下达 status.
中断原因

The reasons why LN interrupts the work or der.

Note: 

You can define the interruption reasons in the 工作单管理参数 (tswcs0100m000) session.

材料
库存检查状态

The overall inventory status for all the material lines belonging to the order.

允许值

自由
短缺

指示一个或多个状态为“短缺”的材料行。

供应延误

指示没有状态为“短缺”的材料行并且一个或多个材料行的状态为“供应延误”

可用

指示所有材料行可用。

未决
ATP 可用库存

Indicates if the inventory for all the material lines belonging to the order is available, calculated by the ATP check.

可用日期

Latest ATP Date for all the material lines belonging to the order.

检查日期

Latest ATP Check On Date for all the material lines belonging to the order.

计划可用库存

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.

现有可用库存

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.

发料约束条件

The level at which, the material lines must be shipped completely.

允许值

订单完成
活动完成
Note: 
  • The value in this field is defaulted from the 工作单管理参数 (tswcs0100m000) session.
  • This field is disabled if:
    • The 状态 of the 工作单 is set to 已完成.
    • For a 已下达 工作单, a related warehouse order exists, that cannot be modified.

维修地点

The code of the site at which the item is received for the repair.

至地点

The code of the site at which the item is returned after the repair.

物料交货方式

Indicates the origin of the work order.

所有权

The ownership of the service item. This is a display field.

允许值

  • 公司所有
  • 客户所有
Note: 

This field is set to:

  • 客户所有, if the work order is linked to a part maintenance sales order line.
  • 公司所有, if the order is an internal work order.
自仓库

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.

批次

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.

自安置区

The location at which the (serialized) item will be received or is already received.

自工作中心

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.

物料计划收货时间

The planned date and time when the item is received in the warehouse or in the location.

物料实际收货时间

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.
至仓库

The warehouse to which the (serialized) item will be returned.

批次

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.

至安置区

The location at which the maintained item must be returned or will be delivered.

至工作中心

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.

最早起始时间

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 预约 (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.
最晚结束时间

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 预约 (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.
实现时间文档

The code of the Turnaround Time Document linked to the work order.

Note: 

This field is displayed only if:

  • The 实现时间 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
  • The 服务 (TS) check box is selected in the 实现时间参数 (tcttm0100m000) session.

Description

代码的说明或名称。

预约

如果选中此复选框, an appointment exists for the work order, and you can only modify the earliest start time and the latest finish time in the 预约 (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.

订单持续时间

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 工作单活动 (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 通用服务参数 (tsmdm0100m000) session.
  • You can only modify the order duration for work orders that have the 自由 or 已下达 status.
持续时间单位

The time unit in which the order duration is expressed. The time unit for duration is defined in the 通用服务参数 (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 计算 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.
计划结束时间

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 计算 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.
实际起始时间

The date and time when work on the work order activities started.

实际结束时间

The date and time when work on the work order activities was finished.

参考

The reference used by the sold-to business partner to identify the order if the work order originates from a maintenance sales order.

买方业务伙伴

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.

维修销售订单

The maintenance sales order from which the work order is derived.

项目

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 项目挂钩 check box is selected in the 已实施的软件组件 (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 物料 (tcibd0501m000) session:
    • The 强制项目挂钩 check box is selected for the item specified on the service order material line.
    • The 继承项目挂钩 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 维修销售订单 - 部件行 (tsmsc1110m000) session.
  • This value can be modified only if the work order status is set to Free.

顶层工作单

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 工作单 field are same.
部件维修行

The line number of the originating part maintenance line from which the 顶层工作单 is created.

Note: 
  • This value is defaulted from the 维修销售订单 - 部件行 (tsmsc1110m000) session, if the 订单来源 field is set to 维修销售订单. 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 至仓库 (Receipt) field is specified.
  • This value is defaulted from the 收货数量 field in the 仓库收货行 (whinh3512m600) session. You cannot modify this value.
  • This value is updated after every partial receipt. LN selects the 最终收货 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 至仓库 (Receipt) field is specified.
  • This value is defaulted from the 实际收货日期 field in the 仓库收货行 (whinh3512m600) session. You cannot modify this value.
最终收货

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 至仓库 (Receipt) field is specified.
  • This value is defaulted from the 最终收货 field in the 仓库收货行 (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 自仓库 (Delivery) field is specified.
  • This value is updated after every partial delivery. LN selects the 最终交货 check box when the final quantity is delivered on the warehouse order.
仓库交货时间

The actual time of the last partial delivery from the warehouse.

Note: 

This field is applicable only if the value in the 自仓库 (Delivery) field is specified.

最终交货

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 自仓库 (Delivery) field is specified.

序列状态

The status of the serialized item after the order is Completed. Possible values:

  • 活动
  • 缺陷
  • 工作条件
  • 待回收
  • 已删除
要素

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 项目挂钩 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
    • The 要素 check box is selected in the 项目参数 (tppdm0100s000) session.
  • This field is applicable only if:
    • The 项目 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 维修销售订单 - 部件行 (tsmsc1110m000) session.
  • This value can be modified only if the work order status is set to Free.
库存业务伙伴

The business partner who is the owner of the item in the inventory.

Note: 
  • This field is applicable only if the 所有权 field is set to 客户所有.
  • This field is applicable only if the 外部所有权 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

Description

代码的说明或名称。

活动

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 项目挂钩 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
    • The 活动 check box is selected in the 项目参数 (tppdm0100s000) session.
  • This field is applicable only if:
    • The 项目 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 维修销售订单 - 部件行 (tsmsc1110m000) session.
  • This value can be modified only if the work order status is set to Free.
Description

代码的说明或名称。

来源工作单

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 转入至部门 option.
  • An outgoing subassembly is created using the 输出子装配件 option with the 输出子装配件动作 field set to 至部门 in the 工作单输出子装配件 (tswcs4150m000) session.
Quote

The quote number linked to the work order.

报价单修订

The revision number of the quote to which the maintenance sales order is linked.

Note: 
  • This field is displayed only if the 使用修订 check box is selected in the 服务报价单参数 (tsepp0100m000) session.
  • This value is defaulted from the 报价单 (tsepp1100m000) session.
覆盖类型

The coverage type for the work order is used to cover the general work order costs in 财务管理.

Note: 

You cannot change the coverage type after you have booked actual costs in 财务管理. However, you can change the coverage type for WIP costs that are booked in 财务管理.

报告的问题

The problem reported by the customer.

Note: 

This field is displayed only if the 使用诊断 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

Description

代码的说明或名称。

预期问题

The problem expected by the service engineer.

Note: 

This field is displayed only if the 使用诊断 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

实际问题

故障或干扰的来源或征兆。

Note: 

This field is displayed only if the 使用诊断 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

Description

代码的说明或名称。

实际解决方案

有关呼叫和服务订单的准则,使用这些准则可以对订单进行分析。

Note: 

This field is displayed only if the 使用诊断 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

Description

代码的说明或名称。

预期解决方案

The solution to the 预期问题 as determined by the service engineer.

Note: 

This field is displayed only if the 使用诊断 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

Description

代码的说明或名称。

问题文本

如果选中此复选框,some text with additional problem details is available.

解决方案文本

如果选中此复选框,some text with additional solution details is available.

项目挂钩来源

The origin of a project peg.

允许值

成本细目
不适用
人工
顶层需求
Note: 
  • This field is applicable only if the 项目挂钩 and the 成本细目 check boxes are selected in the 已实施的软件组件 (tccom0100s000) session.
  • By default, this field is set to:
    • 成本细目, when the project peg is defaulted from the 成本细目 (tppdm3600m000) session.
    • 顶层需求, when the project peg is defaulted from the related work order or the service contract linked to the work order.
    • 人工 if the work order is an internal work order.
    • 不适用, when the project peg or the costing breaks is not applicable.
项目挂钩库存

如果选中此复选框, LN considers only the item that is project pegged in the 项目挂钩库存 (whwmd2560m000) session.

Note: 

This check box is applicable only if the 项目挂钩 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

By default this check box is cleared.