Perform Field Inspection Service for Equipment

Use this procedure to process a field service work order with a predefined inspection list and to document tasks during work order reporting. The process starts with work order entry and ends with invoicing.

Although recommended programs are specified for the process, you can replace the recommended programs with other programs when required.

Apply this process in these typical scenarios:

  • A pure inspection of a unit
  • A preventive maintenance including a number of inspection tasks
  • Any other ad hoc job with a predefined inspection list and information to be documented by a technician or another role during work order reporting

The inspection list can hold a number of inspection tasks where the reported results are numeric or alphanumeric. Examples of inspection tasks are reporting meter readings (for example, running hours), oil level percentages, and tire conditions.

The process starts with order entry. This steps follows the allocation of a technician to the order. The reporting steps include reporting the inspection results, reporting used labor run time, completing a service error report, and closing off the operation. The work order is then closed, approved for invoicing, and an invoice is created.

The reporting elements of the process can be performed in M3 BE or the Mobile Field Service (MFS) application. This document covers only the M3 Business Engine reporting.

Limitations

The steps when using the Mobile Field Service (MFS) application for work order reporting are not described.

Outcome

The maintenance customer order and work order are created, reported, closed off, and invoiced.

Before you start

For information about prerequisite settings, refer to these documents and configuration recommendations:

  1. Create a valid maintenance agreement in 'Maint Agrmnt. Open' (COS410).

  2. A valid service definition must exist in 'Service. Open' (MOS300).

  3. Connect operation elements with 'Operation element type' field set to 5-'Quality inspection' type. See Connect Operation Elements to a Service Operation.

  4. Register inspection ID in (PDS040). See .

    1. A valid inspection ID must exist in 'Quality Inspection. Open' (PDS040).

    2. Connect a valid inspection task to the inspection ID in 'Quality Inspection. Connect Tasks' (PDS041).

    3. A valid result ID must exist in 'Quality Inspection Result. Open' (PDS042).

  5. Select an order type with 'Next manual function' field set to 5-'Start work order'. See Create maintenance customer order type.

  6. See Define work order type.

    1. On (MOS120/E), set 'WO category' to 70-'Service'.

    2. On (MOS120/E), set parameter 096='Mandatory Service Error Report' to 2-'Mandatory always' or 5-'Mandatory always, maximum status 20, even after print'.

    3. On (MOS120/F), set parameter 100='Should maintenance object update material plan' to 0-'No'.

    4. On (MOS120/I), set parameters 380='Mandatory approval of time transactions' to 0-'Not mandatory' and 390='Employee mandatory when reporting operation' to 1-'Yes'.

  7. See Define Basic Settings for Services.

    1. Set 'Auto approval' to 1-'Yes' on (MOS301/E) to activate auto approval of service history.

    2. Set manual 'Completion flag' to 1-'Yes' on (MOS301/E).

  8. Set an issue method 4-'Backflush op 2' or 6-'Backflush op 2' on material found on (MMS002/G). See .

  9. On (CRS530/G), specify values in the 'Warehouse' and 'Location' fields for the employee. See .

  10. See Setting Employee Allocation.

    1. On (CBS020/E), set parameter 'Empl allocation' to 1-'Manual'.

    2. On (CBS020/E), specify values in 'Ctp auto alloc' and 'Oper element'.

Follow these steps

  1. See Quick Entry of Normal Maintenance Customer Order.

    The instruction is based on panel sequence 9 on (COS130/P).

    1. Start 'Main CO. Quick Entry' (COS130).

    2. Specify required information:
      • Customer
      • Agreement
      • Product
      • Lot number
      • Service
      • Facility
      • Order type

    3. Specify 'MCO address', which is the address where the work is performed. This is required for work order types with service category 70.

    4. Specify other optional information, for example, requested start and finish dates, if required.

    5. Press Enter or Next to create the maintenance customer order. Panel sequence 9 opens 'Work Request. Open' (MOS170).

    6. On confirmation of the maintenance customer order, these activities automatically occur:

      • A maintenance customer order header and line is created.
      • A work request is created in (MOS170).
      • The created work request is released.
      • A work order is created in 'Work Order. Open' (MOS100).

    7. Optionally, (MOS170) future unplanned work for the customer unit can be reviewed.

  2. See Scheduling using maintenance scheduling board.

    The maintenance scheduling board is used for scheduling a work order on a short term basis, normally on a 1-14 day interval.

    1. Start 'Maintenance Scheduling Board. Open' (MOS199).

    2. Filter on the relevant department, work center, planning area, service manager, and select the relevant date interval. Press Apply.

    3. Identify the relevant work order and drag-and-drop this to the relevant available technician to assign the work order to this technician.

      The selected technician is then allocated to the work order operation.

  3. See Work Schedules in Maintenance.

    Work orders allocated to specific employees can be identified and reviewed in 'Work Order Schedule. Open' (MOS195) with a relevant sorting order and view.

  4. See Report Details of Operation - Inspections.

    1. From 'Work Schedule. Open' (MOS195), select related option 36='Report Inspection' to start 'WO Operation. Report Inspection Result' (MOS085).

    2. On (MOS085/B1), specify the 'Report value' or browse to view the approved values. Click Enter to save.

      Report all inspection points to close the operation.

  5. Report Single Timesheet Transaction (MOS077).

    1. The work hours are reported in (MOS077) using related option 61='Report Single Timesheet Transaction' from 'Work Schedule. Open Toolbox' (MOS195).

    2. On (MOS077/E), specify the employee who performed the work. If an employee is allocated to the work order operation, the allocated employee is set as the default to the 'Employee no.' field.

    3. The default includes the work order number, operation number, and service.

    4. Specify the used labor run time, travel time, and start date.

    5. Optionally, specify the costing type. A default value is selected based on settings in (PCS100).

    6. Verify that the manual completion flag is ticked, in order to close the operation automatically when the time is reported. If the operation is closed, no additional time can be reported on the operation without re-opening the operation.

    7. Press Enter to confirm.

    With the suggested set up in the Before you start section, these steps automatically occur:

    • Material is issued from the allocated employee’s warehouse and location as defined in (CRS530).
    • The operation is closed with status 90.
    • The service is approved in 'Equipment. Open Service History' (MOS180).

    The work order operation is updated to status 90-'Closed' and the work order is updated to status 85-'All services reported'.

  6. See Service error report.

    If mandatory service report is activated on the work order type in (MOS120), a preliminary report is created on 'Service Error Report. Open' (MOS057/B) based on the information specified in (COS130) at order entry. The service error report must be completed before work order closure.

    1. In (MOS195), select related option 86='Service Error Report' to create or edit the service error report. This action starts (MOS057).

    2. Complete the preliminary service report on (MOS057/E) and set the status to 20-'Completed'. If mandatory service error report is not activated, you can create a new report with action 1-'Create' from (MOS057/B).

    3. Close (MOS057) to return to (MOS195).

  7. Close work order.

    In (MOS195), select related option 33='Close work order' to start 'Work Order. Close' (MOS050). Press Enter or Next to close the work order. The work order status changes from 85-'All services reported' to 94-'Closed'.

  8. Approve MCO line for invoicing.

    In (COS101), select related option 24='MCO line - Approve for invoicing'. The status on the MCO line changes from 40-'Closed Order' to 50-'Approved for Invoicing'.

  9. Invoice MCO line.

    In (COS101), select related option 35='Print Invoice' to start (COS180). Select the 'Print Invoice' check box and click Next to invoice.

    When the invoice is printed, the status of the MCO line changes from 50-'Approved for Invoicing' to 70-'Invoiced'.

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