Defer a Work Order

Outcome

• Original work order

  The status of the original work order is set to 98-'Deferred. Operations in status less than 60-'Started' and materials in status less than 70-'Requisition created and allocated' are deleted. Operations in status 70-'Partially reported' or 80-'Stopped' are set to status 90-'Completed'.

  The service history record is set to 90-'Service not performed'.

• New work request

  A new work request with operations, operation elements, and material, is created based on the original work order. If the original work order referred to a non-scheduled service, the work request may have a new start date.

  The new work request is set to status 15 if it refers to a scheduled service, and status 30 if it refers to a non-scheduled service. Status 15 allows the work request to be moved in time according to the service requirements planning (SRP) calculations.

  Operations that are not performed (status lower than 89) with connected material are copied from the original work order to the new work request.

  If you selected to redo performed work during the deferral, closed operations (status 90) with connected material are also copied to the new work request.

• Connected MCO

  If the work order was connected to a maintenance customer order (MCO) and if 'Keep ref order' is not selected on the deferral panel, the MCO line status is set to 40 if there are reported material or labor transactions in 'Maint CO. Check Preliminary Invoice Spec' (COS170). If no transactions are reported the status is set to 90.

  The reference on the work order to the MCO in the 'Reference order' field is cleared on the new work request.

  If the reference to the MCO was displayed on the work order in the 'Scheduled number' field, then that reference is kept on the work request for tracking purposes. This is the case if the 040 parameter in 'Work Order Type. Open' (MOS120) is set to 2.

• Connected planned purchase order

  If the work order was connected to a planned purchase order, that planned order is deleted.

Before you start

• The work order must exist in 'Work Order. Open' (MOS100) along with operations in 'Work Order. Open Line' (MOS101).
• The work order cannot be connected to a released purchase order. If it is, the purchase order must first be deleted in 'Purchase Order. Open' (PPS200). This also applies for all related services.
• If you change the facility for the new work request, the service must be connected to the new facility in 'Service. Connect to Facility' (MOS301) or to the consolidated facility.

Follow these steps

Follow these steps to defer or transfer a work order referring to non-scheduled service.

You cannot defer or transfer a work order if started operations exist with status 60, material lines exist with status 70 or 80, or if the WO has connections to a PO.

There are small differences in what is verified depending on what program the process is started from. If it is started from (COS101) all (MOS180) records connected to the MCO line are verified. If it is started from (MOS100) only the selected WO and its related services are verified. If it is started from (MOS180) the selected service and its related services are verified. This also affects what error messages that can be displayed during the process.

1. Use related options from (COS101), (MOS180), (MOS195) or (MOS100) to start 'Service. Defer' (MOS189/E).
2. On the E panel, these parameters are available:
   • New facility
     • Here you can select a different facility if you want to transfer the job. Set as default is the same facility.
   • New start date
     • New start date can be specified for non-scheduled services.
     • If the service is scheduled, you are not allowed to edit the start date, instead the next due meter value and current meter value is displayed. In this case the new planned WO is created with the same due meter values as it had originally. If you want to edit the start date you must use the concession functionality from 'Work Request. Open' (MOS170) after you have finished your deferral or transferral.
   • Transaction reason
     • Select a transaction reason which updates (MOS180) so you get a history of the reason for the deferral or transferral.
   • Keep reference order
     • To keep the same MCO reference on the new planned order, this check box must be selected. If this is selected there will be no update of the MCO line status.
     • If not selected, the reference order fields on the new planned WO are cleared, but the schedule number remains to specify which MCO it was deferred or transferred from. This is only applicable if 'Work Order Type. Open' (MOS120) has parameter 40 set to '2'.
   • Redo performed work
     • This check box is used to determine whether already performed operations and reported material lines should be copied to the new planned WO. If selected, operations in status equal to or higher than 89, including connected material lines, are also copied. Negative material lines (returns) are not copied.
     • If selected, applicable related services are also recreated on the new planned WO.
   • Automatic release
     • If this check box is selected the status on the new planned WO is set to 60, which means that it is released directly into a new WO. This overrides the planning policy connected to the service in 'Service. Open' (MOS300).
3. When you click next in 'Service. Defer' (MOS189) some verifications are made to see if the job can be done in the new facility. If there is only one service on one WO and there are no problems, the job will be deferred or transferred accordingly.
4. If there are more than one service on one or several WOs, 'Work Order Details. Defer' (MOS032) is displayed.

   Here you can select one or several services that you want to defer or transfer. You also receive warning messages if the service does not exist on the new or consolidated facility, if the cross reference to work centers are not defined for the new facility, if material does not exist in the new warehouse, or if the reference order does not exist.

5. When one or several services are selected you use the transfer button to do the deferral or transferral.

Limitations

The new planned WO is always based on the old WO to retain any manual changes. This may be an issue if the service has been revised after the WO was created. The new planned WO will be on the old revision. However, if the service is scheduled, SRP will recognize the change and replace it with the new revision. In that case it is created in the planning facility even if it was transferred to another facility. In this scenario 'Work Request. Transfer' (MOS196) must be used.