Copy a Work Order to a Planned Work Order

This document explains how to copy an existing work order including manual changes to a new planned work order (WO).

You can reuse a bill of material including operation elements, prepared for a similar job done before. This is very useful when doing similar jobs many times, and reduces the number of predefined services needed.

Outcome

A new planned WO with operations, operation elements, and materials is created based on the original work order.

Before you start

A work order with similar bill of material exists in 'Work Order. Open' (MOS100) or 'WO Material and Operations. Open' (MOS101).

Follow these steps

  1. Start (MOS100).
  2. Identify the work order that you want to use as a template, select it, and select related option 42='Copy to Planned WO' to access the K panel. On this panel, you have some selections:
    • Facility
      • If this is different than the facility in the original WO, a translation of work centers is done through consolidated work center and work center type.
    • Service to use
      • Usually, a generic service is used in this scenario
    • WO type
      • This is retrieved from the service by facility record, and can be overridden.
    • Connect to MCO or work scope
      • You can connect the new planned WO to an existing MCO or line, or let it be automatically created based on WO type settings.
      • If reference order category is 0, the new planned WO can be connected to a work scope.
    • Start date
    • Auto release
      • Select the check box if the planned WO should be released directly.
  3. Press Enter.

    A new planned WO is created based on the work order.

Limitations

There are some limitations to this functionality:
  • Related services are not copied. If they are relevant for the new work to be done, they must be copied separately and created as standalone planned WOs.
  • Work order texts from WO header, operations, and operation elements are not copied to the new planned WO.
  • Plant maintenance position services are not supported.