Parts |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
The Parts tab, available only if a valid work order ID is selected in the grid, displays parts charges posted to work orders and enables you to post charges for parts that were installed in shops to pending work orders (including parts issued from inventory as well as parts purchased directly for use on the work order and not entered into inventory). You can also use this screen to reverse previous erroneous parts issues and return parts previously issued from inventory to stock.
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.
When you issue inventory parts, the parts are removed immediately from inventory at the issuing location. All issues are recorded in the Parts Issues (PTD_MAIN) table, which holds all parts charges. For a list of screens from which you can post charges to work orders, go to Posting charges to work orders. Charges are posted the same way from each screen. If you attempt to post parts charges to a work order that has been closed, a message appears. To reopen a closed work order in order to post charges, go to reopening a closed work order.
You can make as many parts entries as you like; you do not need to wait until a task is completed (which may take several days) before you make entries. Enter all parts issues daily to maintain accurate and timely inventory records.
A determination is automatically made as to whether each part issued from inventory is replacing a similar part previously issued that is still in its warranty period or expected life. See Parts Failures, Warranty, and Expected Life.
It is a good idea to process all parts through inventory, even those purchased directly for use on a particular work order. This enables usage data for these parts to be maintained so that you can determine whether you should stock them.
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.
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.
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.
Note: To view the repair reason, work class, and warranty values for each posting row when you perform a Get Data on this screen, use the Tasks tab. Repair reason, work class, and warranty will only display on this tab when you are entering data.
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: 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. Display only.
Job status
Job status of the work order. Display only:
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. Display only from the Work delay ID field on the Delay tab. The work delay description displays to the right of the ID.
Default parts list from parts required
When you click the Default parts list from parts required button, the screen group is populated from one of two sources:
For a production planning work order (generated from the Data -> Production Planning -> Production Run Management screen), the parts required list associated with the current stage of the production run appears. The quantity is equal to the quantity required multiplied by percentage used divided by 100 and rounded up to the nearest whole number.
For other types of work orders, the parts list from the Parts Required tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen appears. The list is based on the tasks listed on the work order.
The fields in the New transactions screen group define information about the parts used to complete the work order's tasks. If there is information in the Standard job ID field and a check in the Apply standard job template field on the Labor tab, information about the parts required for the standard job appears.
Unless otherwise indicated, these fields are required to assign a task to the work order.
Task ID
Identifier of the task that requires the part. This field has a list box of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task. You cannot post indirect tasks to a work order.
If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.
The following fields specify whether this task ID must be associated with a part ID/suffix on the Repair tab of the Data -> Parts Items -> Primary Information screen:
Requirements for all work orders: Parts/task match requirement field on the General tab of the Data -> Parts Items -> Setup -> Options screen
Requirements for work orders at the location (indicated by the first part of the work order ID): Required match between inventory part and task ID field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen
If you specify information in the Standard job ID field on the Labor tab and place a check in the Apply standard job template field on that tab, all task IDs in the standard job that have one or more parts specified on the Parts Required tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen display. The task IDs included in a standard job are specified on the Basic Info tab of the Data -> Shop Activity -> Setup -> Standard Jobs screen. Only those tasks that do not have a check in the Parts only field on that tab are added.
If there is a check in the Require labor for tasks when parts charged field (indicated by the first part of the Work order ID field) on the Work Orders - Options tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, this task ID must have a corresponding entry on the Labor tab before you can close the work order.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Work accomplished code
Code associated with the task ID for the work accomplished. This code provides more detail about the work performed in relation to the task.
If a work accomplished code is specified on the Tasks tab, it displays in this field. To change it, you must use the Tasks tab.
If a work accomplished code is not specified on the Tasks tab, you can specify it on this tab when you post commercial charges to the task. The code also displays on the Tasks tab. See Work accomplished codes - processing.
If the code has a check in the Deferred maintenance and Final status fields on the Basic Info tab of the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen and there is a check in the Transfer all work order comments and notes to generated service requests or work orders field on the Work Orders Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, when you process a check in the Date and time closed field on the Basic Info tab, a service request for the equipment unit (on the Data -> Equipment Activity -> Service Requests/Defects screen) is generated and it includes all comments from the Notes and Comments tabs. The comments are separated by carriage returns, and each note includes "ORIGINATED -- WORK ORDER ID: <loc>-<year>-<no>".
Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
Date
Date that the part was issued or installed. If the work order has a status of either WORK FINISHED or CLOSED, the posting date defaults to the latest date of a corresponding labor transaction for the same task ID, if available. Otherwise, the current system date is used. You can change the date, but you cannot make it later than the work finished date.
Note: If an employee is capturing labor on the task, the issue date defaults to the current day rather than the last posting date.
Not from inventory
Specifies whether the part installed was issued from inventory.
If this field has a check, the installed part was not issued from inventory. Type values in the Unit price, Part ID, and Part keyword and short description fields so that the part can be identified and priced. You need not enter information in the Issuing location ID field.
Depending on whether the part ID is defined, the following actions occur when you process information with a check in this field.
If the part is defined:
A determination is made as to whether the part is under warranty or within the expected life of the part. Warranty life and expected life periods are defined on the Warranty tab of the Data -> Purchasing -> Vendor/Part Information screen.
A core claim is generated if core claim conditions are met.
If the part is not defined, the value of the core credit is recorded for reporting purposes, but a core claim is not generated. The core unit value must not be less than zero.
If this field is blank, the part installed was issued from inventory. The appropriate information displays in the Unit price field and an entry is made in the Parts/Equipment Type (PTY_MAIN) table for the part number and the unit equipment type to which the work order applies. An entry also is made in the Recent Work Orders view (PART_RECENT_WORK_ORD).
During processing, the message Insufficient inventory on hand displays if this field does not contain a check and the issuing location does not have a record for the part or has a record for the part but the stock on hand is either zero or less than the issue quantity.
If the Return field contains a check, this field is either checked or cleared depending on whether the original issue was from inventory.
Issuing location ID
Identifier of the parts location that issued the part. There must be an inventory record for the part in the Part ID field and sufficient stock at this location. When you type information in the Task ID field, this field displays the value, if there is one, from the Default parts inventory location for shop field on the Work Orders - Defaults tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. You can change it.
This field has a list box and a zoom button (to the Basic Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, where location IDs are defined). Required if the part was issued from inventory. Optional for serialized parts if there is a check in the Do not consider stock location of serialized parts field on the General tab of the Data -> Parts Items -> Setup -> Options screen.
Tip: The choice list is restricted to only those locations to which the logged-in user has rights (if location security is applied) and the default parts location for the work order location. Users may not issue parts from locations for which they are not authorized.
Part ID
Identifier of the part. It is associated with the part suffix. This field has a list box of parts from the Parts Required tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen, followed by all parts stocked at the location from which you are issuing or for which you are ordering PARTS. If a part does not have a valid ID defined, this is the suppliers part number or other data that you want to enter. This field is required.
If you enter a valid cross-reference entry for the part ID/suffix, it is automatically converted to the appropriate part ID/suffix. If more than one valid part ID/suffix is associated with the cross-reference part ID, a list of valid part ID/suffix/short descriptions displays from which to choose.
After you enter the part ID, information displays in the Part keyword and short description field.
In Insert or Update mode, depending on the part classification ID assigned to the part ID, the following actions occur:
Part classification IDs are assigned to part IDs on the Basic Info tab of the Data -> Parts Items -> Primary Information screen.
Part classifications options are defined on the Data -> Parts Items -> Setup -> Part Classifications screen.
If the part classification ID has a check in the Warrantable field on the Data -> Parts Items -> Setup -> Part Classifications screen, a determination is made as to whether you are issuing the part to replace a part that is still under warranty.
Under certain circumstances (see the Core credit field), a core claim is generated for the part.
When a part is issued to a work order for a task, the part is added to the Parts Required tab for the equipment class ID and task or standard ID if there is a check in the Add parts issued to repair groups and tasks to class/task parts lists or the Add parts issued to PM and inspection services to class/task parts lists fields on the Options tab of the Data -> Shop Activity -> Setup -> Options screen.
If there is only one purchase order receipt for the part ID/part suffix recorded on the Receipts tab of the Data -> Parts Activity -> Receipts screen, the Purchase order ID and Receipt date fields populate automatically.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. The part suffix you enter must be valid for the value you enter in the Part ID field. If you enter a valid cross-reference entry for the part ID/suffix, it is automatically converted to the appropriate part ID/suffix.
Note: If you specify a part ID and there is a check in the Not from inventory field on the Data -> Parts Activity -> Direct Issues screen, the part suffix defaults to 0.
Warranty vendor
Identifier of the parts vendor that supplied the part. When a part is issued through the work order center, the warranty vendor field uses the last vendor used for this part, not necessarily the preferred vendor. Otherwise, this field has a list box to choose the vendor.
Required on parts issued from inventory that are assigned to a part classification that has a check in either the Warrantable or the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen.
The functions that a vendor provides (such as warranties) are specified on the Functions tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Return
If this field has a check, this entry is to either reverse a previous erroneous entry or to return to stock a part previously issued from inventory. You may not return more parts at a particular price than were issued to the work order at that price. The return of inventory parts to inventory is recorded at the location you specify. For all returns, the unit price for the return is retrieved from the Parts Issues (PTD_MAIN) table.
If the part (serialized or not serialized) was originally issued as an inventory part, the return is processed as a return to inventory.
If the part (serialized or not serialized) was originally issued as a non-inventory part, the return is processed as a non-inventory return.
Note: For non-inventory parts, a parts markup amount may have been added to the part's price. The amount you enter in the Unit price field to return a non-inventory part should be the same as the unit price entered on the issue, not the amount shown on the work order for the part. Refer to the Task ID field.
Qty on hand
If you are issuing a part to a work order, this field displays the current on-hand quantity for the part at the issuing location.
Quantity issued
Number of issue units of the part to charge or return. For non-serialized parts, the quantity issued is calculated as the <quantity being rebuilt> * <quantity required for each part per stage> * <the percentage for the part at that stage> rounded up to the next whole number.
If there is a check in the Allow issues from stock with insufficient inventory field of the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, you may issue parts to work orders even if the receipt has not been recorded yet. You may not issue insufficient inventory for parts that are tracked by LIFO or FIFO, however.
If there is a check in the Message when inventory of a STOCKED part drops below its reorder point field on the Messaging tab of the Data -> Parts Items -> Setup -> Options screen, a message displays if issuing this quantity would drop the current stock level below the part’s reorder point.
The tabs on the following screens specify the reorder point, dependent on the value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the on the General tab of the Data -> Parts Items -> Setup -> Options screen:
CENTRALLY: EOQ tab on the Data -> Parts Items -> Primary Information screen
BY LOCATION: EOQ tab on the Data -> Parts Items -> Location Information screen
ENTERPRISE: Replenishment tab on the Data -> Parts Items -> Location Information screen
Unit price
Price per issue unit of the part (including sales tax, if any). This field supports up to four decimal places.
Note: If the part ID has a REMOVAL ONLY work accomplished code, this field displays 0.0000.
For parts issued from inventory, this price depends on the value in the Inventory pricing method field on the General tab of the Data -> Parts Items -> Setup -> Options screen:
Average inventory method
FIFO inventory method
LIFO inventory method
If the part was not issued from inventory and there is a check in the Default unit price on not from inventory part issues field on the Issues tab of the Data -> Parts Items -> Setup -> Options screen, this field populates automatically if you enter a location ID, part ID, suffix, and quantity. Otherwise, type the unit price of the part.
Note: If the part was not issued from inventory, a parts markup amount may have been added to the price. The amount you enter in this field to return a non-inventory part should be the same as the unit price entered on the issue, not the amount shown on the work order for the part. See the Task ID field.
Unit of measure
Unit of measure associated with the part. This field is display only.
Core credit
A check displays in this field automatically if the part ID has been assigned to a part classification ID with a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications .
When you process information on this screen with a check in this field, the following actions occur:
If there is a check in the Automatically create core claims when part with a core is replaced field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the issuing location, the charge for the part (the core unit value multiplied by the quantity issued) is posted to the work order and a claim is generated for the core costs.
When the claim payment received from the vendor is recorded, the reduction is posted in the parts cost to the work order.
When the claim is approved and paid, the Core recovery field on the Repairs and PM tab of the Data -> Equipment Units -> Historical Costs screen is updated.
If the field is blank, no action occurs.
Core unit value
Cost of the core part. If the part ID is assigned to a part classification ID that has a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen, the Core credit value field on the Basic Info tab of the Data -> Purchasing -> Vendor/Part Information screen displays automatically.
To generate a core claim for the core costs, do one of the following:
If there is a check in the Automatically create core claims when part with a core is replaced field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the issuing location, leave this field blank or type 0 and place a check in the Core credit field. If you enter a value greater than 0 in this field, a core claim is not generated, but the core value [quantity issued multiplied by this value] is recorded for use with the Queries/Reports -> Query/Report Generator screen.
If there is no check in the Automatically create core claims when part with a core is replaced field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the issuing location and you want to track recovery of core part costs, place a check in the Core credit field and specify the cost of the core part in this field.
If there is a check in the Not from inventory and Core credit fields, the following actions occur, depending on whether the part ID is valid (defined in the):
Valid part ID
A core claim for the core cost is generated. This field must be either blank or zero (0), and the Basic Info tab of the Data -> Parts Items -> Primary Information screen must assign the part ID to a part classification ID that has a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen.
Invalid part ID
This field must be greater than zero (0). The core credit is recorded for reporting purposes but a core claim is not generated.
If a core claim (similar to a warranty claim) is generated, it uses the amount of the core credit value multiplied by the value in the Quantity issued field. When the claim payment from the vendor is recorded on the Data -> Warranty -> Reimbursement Claims screen, the reduction in the parts cost is posted to the work order. You can also display and update the core claim on that screen.
Part keyword and short description
If you previously specified a part ID for parts issued from inventory, the part's description displays in this field. If the parts were not issued from inventory, you must type a description.
Fail/cause ID
Identifier of the parts failure that describes the reason the part failed or was replaced. This field has a list box. The failure code prints on the Work Order Detail report and is available in the Parts Issues (PTD_MAIN) table through Query/Report Generator , Web Modules Reporting, or any other reporting tool sold separately (such as Microsoft Access) that can attach to the database. Refer to the related documentation for these products. This field is optional.
Parts failure codes are defined on the Data -> Shop Activity -> Setup -> Parts Failure Codes screen.
Account ID
Identifier of account assigned to the work order. This field has a list box. The account ID assigned to the work order on the Basic Info tab displays in this field. This is required if there is a check in the Require entry of account ID on work orders and tasks field on the Data -> Shop Activity -> Setup -> Repair Reasons -> Primary Information screen, which takes precedence over the setting in the Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen.
If you enter a repair reason that requires an account ID, this field clears and the account ID must be entered manually. For labor, part, and commercial postings, the ID is pulled from the task. If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display. If the repair reason is M (Capital), you must enter the ID manually.
The account ID must have a status of ACTIVE at the time you assign it. Account IDs and account status are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets. Once selected, the description of the chosen code will populate in the description field.
For more information, see Financial Project Codes.
Bin ID
Identifier of the bin to which the part is assigned. This field has a list box. You can change the ID if needed. This field is optional.
Position ID
Identifier of the part's position on the equipment unit. This field has a list box. Required if the part classification ID has a check in the Requires positional information field on the Data -> Parts Items -> Setup -> Part Classifications screen. Equipment unit positions are defined on the Data -> Equipment Units -> Setup -> Positions screen.
Tip: When determining whether a part is being replaced under warranty or within its expected life, position information is used to determine the last time the part was issued to that equipment unit in the same position.
Installed serial number
Serial number of the part installed on the equipment unit. This field has a list box. The choices that display depend on the part ID-suffix combination and are restricted by the first characters you type in the field before requesting the list. Required if the part classification ID has a check in the Serialized field on the Data -> Parts Items -> Setup -> Part Classifications screen. If returning a serialized part that was not previously issued to a work order, however, leave this field blank.
The options of serial numbers change depending on whether the Return field box is checked or not.
When the Return field box is not checked, the Installed serial number choice list shows all IN STOCK serial numbers.
When the Return field box is checked, the Installed serial number choice list shows only previously install serial numbers for that part.
Note: If the installed serial number has a receipt date and a rebuild date, the list displays "SN Receipt date: MM/DD/YYYY Rebuild date: MM/DD/YYYY." If either or both dates are null or blank, the list displays "SN Rebuild date: N/A Receipt date: N/A," as applicable. Knowing how long you have had each part can help you decide which one to install.
Tip: If the part has an "install only" or "remove only" work accomplished code, only the installed or removed serial number is required. Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
Removed serial number
Serial number of the part removed from the equipment unit. This field has a list box. The choices that display depend on the part ID and equipment ID and are restricted by the first characters you type in the field before requesting the list. The list includes serial numbers that were removed using a "remove only" work accomplished code if that option has been enabled. Required if the part is being returned to inventory and has a serial number. If entered, the serial number must correspond to a part installed on equipment on the work order.
The options of serial numbers change depending on whether the Return field box is checked or not.
When the Return field box is not checked, the Installed serial number choice list shows all installed serial numbers for that part.
When the Return field box is checked, the Installed serial number choice list shows only previously issued serial numbers for that part.
Note: When you remove a serialized part from a vehicle (by issuing a new one to a work order), you must enter the serial number of the removed part. A record for the serialized part is created if it does not already exist.
Tip: If the part has an "install only" or "remove only" work accomplished code, only the installed or removed serial number is required. Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
In the following three fields, if the task ID matches a task already listed on the work order, the value defined for the task displays. Otherwise, the value defined for the work order displays. These fields are display only.
To change a value, use the applicable tab:
To change the value for the task, use the Tasks tab.
To change the value for the work order, use the Basic Info tab.
Work class
Code that specifies a work class for the task. The first time you post parts charges to a task ID not already listed on the work order, this field displays the work class from the work order. To change it, use the Tasks tab.
Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Warranty work
Warranty status of the task. If a warranty is in effect, the default is the location's (indicated by the first part of the work order ID) value in the Default setting for warranty when warranty is in effect field on the Work Orders - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
YES: The task is for warranty work.
NO: The task is not warranty work.
This value displays for PM orders automatically opened from the Data -> Equipment Management -> Equipment Due for Service/Inspection screens (either by Equipment or by Location).
UNKNOWN: The equipment unit (or one of its components) is still in its warranty period (based on time and meter reading), but it is not known whether the task is covered by a warranty.
The first time you post parts charges to a task ID not already listed on the work order, this field displays the warranty status from the work order. To change it, use the Tasks tab.
Note: You cannot close a work order if any of its associated tasks have a value of UNKNOWN in the Warranty work field on the Tasks tab.
Repair reason ID
Identifier of the reason for repair. This field has a list box. If this is a new task, the ID defaults from the Repair reason ID field on the Basic Info tab.
Repair codes are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.
Comments
Free-format area. This field is optional.
The following two fields are primarily for parts under warranty that have a warranty start date of UPON DELIVERY (specified on the Data -> Purchasing -> Vendor/Part Information screen). If there is only one purchase order receipt for the part ID/part suffix recorded on the Receipts tab of the Data -> Parts Activity -> Receipts screen, the system automatically populates these fields.
Purchase order ID
Identifier of the purchase order on which the parts were ordered. This field has a list box.
Date received
Date and time the part was received into inventory.
Invoice date
Invoice date on part issues. Must be a valid date if entered; may be a future date. This field is optional.
Vendor invoice
Number of the vendor invoice used to purchase the part. This field is optional.
NFI vendor ID
Identifier of the vendor invoice used to purchase the not from inventory (NFI) part. This field has a list box. Optional.
Service request ID
Identifier of the service request to which the work order applies. This field has a list box. This field is optional.
Issue Comment
Comments on the part issue. This field is populated from the Issue Comment field on the Parts Requests screen, Parts Information tab.
Cost posted
Total cost of the labor for the transactions in the Posted transactions screen group. Display only.
Displaying __ of __ rows
Counter indicating the number of transaction lines currently displayed out of the total number of transaction records available.
The number of rows that display on an initial Get Data is specified in the Number of work order posting rows to display initially field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. If you belong to more than one user group, the highest number of rows allowed displays.
Show more
When you click the Show more button, the number of rows displayed increases by the user group parameter specified on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. If the parameter is zero, the number of rows displayed increases by 20.
Show all
When you click the Show all button, all the transaction records are retrieved. Unless otherwise specified, the records display in descending date order.
Sort by:
Date desc
If the Date desc field has a check, the records are sorted in descending order by labor date. If this field is blank, records are listed in numerical order by row ID.
Task asc
If the Task asc field has a check, the records are sorted in ascending task ID order. If this field is blank, records are listed in numerical order by row ID.
The Posted transactions screen group displays all the transactions associated with the specified work order. All fields are display only.
Task ID
Identifier of the task that requires the part.
Work accomplished code
The work accomplished code (WAC) associated with the task ID for the work accomplished. This code provides more detail about the work performed in relation to the task. If the WAC for this part is marked Part Issue Not Allowed on the Basic Info tab of the Work Accomplished Codes screen, an issue of a part with this WAC will cause an error during processing, and not process the issued part.
Date
Date that the part was issued or installed.
Not from inventory
If this field has a check, the installed part was not issued from inventory.
Issuing location ID
Identifier of the parts location that issued the part.
Part ID
Identifier of the part.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID.
Manufacturer part number
Part number assigned by the manufacturer. Auto-populates when a part ID and suffix are entered.
Note: If there is a check in the Allow update of manufacturer data on Parts - Primary Information screen if not managing ordering and EOQ values CENTRALLY field on the General tab of the Data -> Parts Items -> Setup -> Options screen, data displays from the parts primary record. If that field is blank, data displays from the parts location record.
Manufacturer
Name of the part manufacturer. Auto-populates when a part ID and suffix are entered.
Note: If there is a check in the Allow update of manufacturer data on Parts - Primary Information screen if not managing ordering and EOQ values CENTRALLY field on the General tab of the Data -> Parts Items -> Setup -> Options screen, data displays from the parts primary record. If that field is blank, data displays from the parts location record.
Warranty vendor
Identifier of the parts vendor that supplied the part.
Return
If this field has a check, this entry is to either reverse a previous erroneous entry or to return to stock a part previously issued from inventory.
Quantity issued
Number of issue units of the part to charge or return.
Unit price
Price per issue unit of the part (including sale tax, if any).
Core credit
If this field has a check, the part ID is assigned to a part classification ID with a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen.
Core unit value
Cost of the core part.
Part keyword and short description
Description of the part.
Fail/cause ID
Identifier of the reason for or cause of the part's failure or replacement.
Account ID
Identifier of the account assigned to the transaction.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets. Once selected, the description of the chosen code will populate in the description field.
For more information, see Financial Project Codes.
Bin ID
Identifier of the bin where the part is stored.
Position ID
Identifier of the part position.
Installed serial number
Serial number of the part installed on the equipment unit.
Removed serial number
Serial number of the part removed from the equipment unit.
Work class
Code that specifies a work class for the task.
Warranty work
Warranty status of the task:
YES: The task is for warranty work.
NO: The task is not warranty work.
UNKNOWN: The equipment unit (or one of its components) is still in its warranty period (based on time and meter reading), but it is not known whether the task is covered by a warranty.
Repair reason ID
Identifier of the reason for repair.
Comments
Free-format area.
Purchase order ID
Identifier of the purchase order on which the parts were ordered.
Date received
Date and time the part was received into inventory.
Invoice date
Invoice date on the part issue.
Vendor invoice
Number of the vendor invoice used to purchase the part.
NFI vendor ID
Identifier of the vendor invoice used to purchase the not from inventory (NFI) part.
Service request ID
Identifier of the service request to which the work order applies.
Issue Comment
Comments on the transaction issue.