Estimating |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you search on task ID, incident ID, or project ID, you are encouraged to specify a location ID as well to help reduce the amount of search time required.
The Estimating tab enables you to record estimates of the labor and materials you expect to require for the work order. After you record the estimates, you can then track actual consumption against the estimates.
Tip: If you are performing an update that requires a calendar to calculate hours but the calendar has not been generated for that time period, a warning message appears. You will be allowed to process the update, but the hours will not be calculated properly because the calendar has not been generated. If you receive this warning message, ask your system administrator to generate the calendar.
The Work Order Center screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates. In addition, the option specified in the Require match between work order location and equipment access rights location field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen specifies whether users can open work orders and whether there are restrictions on the equipment that can be repaired.
To streamline data entry, you can copy work orders using the Copy button. For a list of the data items that are copied and not copied, see Work order data items copied. Remember that behind-the-scenes functionality specified on the Work Order Center screen also applies to work order actions performed through the Shop Activity Portals in Web Modules.
You can also use the sort button to arrange the order in which the work order IDs are listed. If you do not specify a sort sequence, IDs are listed in descending order by the Date and time in field (specified on the Basic Info tab).
When you filter data based on multi-unit project ID, data for work orders includes service requests assigned to the project as well as work orders directly assigned to the project. If you search on project ID, you are encouraged to specify a location ID as well to help reduce the amount of search time required.
You can use the % wildcard character to filter the results of choice lists on this screen.
The fields in the top section of this tab define the data that displays.
Work order ID
Identifier of the work order currently selected in the grid or that you are inserting (opening). The work order ID is composed of three parts: the location, year, and number. The location part of the field has a list box.
Equipment ID
Identifier of the equipment unit on the work order currently selected in the grid. This field is display only.
Job status
Job status of the work order. This field is display only. The job statuses are as follows:
OPEN: The work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check in the Date and time finished field on the Basic Info tab for this work order.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
Current work delay
Identifier of the reason for the current work delay, if any, on the work order. The work delay description displays to the right of the ID. Display only from the Work delay ID field on the Delay tab.
Data in the fields on the bottom section of this tab define an estimate of hours and costs it will take to complete the work order. Unless otherwise indicated, these fields are required.
Estimated hours
Sum of the standard labor hours (specified on the Standards tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen) for PM service and each task specified on the order, to the nearest hundredth of an hour. You can change this value if you want. This field is optional.
If you change a work order for which estimated hours were computed, the estimate is automatically recomputed based on the current PM service or task list.
Repair orders: If you specified a labor hours standard for a task in the class to which the equipment unit is assigned for standards, the value is added to the estimate.
PM orders: The standard hours for the PM service are inserted in the class to which the equipment unit is assigned for standards.
Once you enter estimated hours on a work order, estimated hours are not computed for the order, even if you change the task list. The amount of the estimate that is your entry cannot be separated from the amount that can be computed.
Estimated cost
Estimated cost of the labor and parts for all tasks on the work order. Required to open work orders if the value in the Work order approval level field on the Authorization tab of the Data -> Equipment Units -> Fleet Equipment screen is greater than zero for the equipment unit. On any such work order, if the estimate is not less than the work order approval level, you must specify that approval for the work has been obtained before you can post any specific charges to the work order.
Est completion date and time
Date and time (in MM/DD/YYYY HH:MM format) that this work order is expected to be completed. The date displays in the Date and time due field, but because the estimated completion date may or may not be the date promised to the customer, you can change it.
Estimated hours was computed from tasks
Specifies the source of the value in the Estimated hours field.
If this field has a check, the value was computed from labor hour tasks.
If this field is blank, a user entered the value.