Summary Cost Info |
Data -> Shop Activity -> Work Order Center |
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 Summary Cost Info tab provides a summary of information related to work order costs. Summary cost details are in the JOB_MAIN table to enable easy reporting. Hours of downtime are included in the summary, and you can change them on this tab if you have the proper authorization.
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 work order IDs display. 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. 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. 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 in the bottom section of this tab display the summary information related to the work order. Unless otherwise indicated, all fields are display only.
Summary information
Tip: Hour details are maintained in the JOB_MAIN table as LABOR_HOURS and DELAY_HOURS. Cost details are maintained in the JOB_MAIN table as LABOR_COST, PARTS_COST, COMML_COST, and TOTAL_COST. Total tax and total markup data are stored on CML_MAIN.
Note: Effective with Release 12.1, commercial work labor and parts tax and markup data are stored in separate database fields. Test all custom reports and interfaces affected by this change to ensure that they work as expected.
Labor
Hours: Actual number of labor hours completed on the work order to date.
Cost: Actual cost of labor hours accrued on the work order to date. This includes markups.
Note: The system supports reversing and reposting the flat rate labor charge specified on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen. If the total hours posted to the task ID on the work order are reversed to zero, the cost is reversed. If the total hours posted are greater than zero, the flat rate is reposted.
Parts
Cost: Actual cost of parts installed for the work order to date. This includes markups.
Commercial
Cost:Actual commercial costs accrued on the work order to date. Includes markups, base charges, and taxes.
Equipment usage
Tracking equipment hours and costs is useful when working on stationary or linear assets. When one or more work vehicles are used as part of the activity, usage charges should be added to the asset’s maintenance cost history.
Hours: Total number of hours of equipment use. (Equipment may be reserved using the Data -> Equipment Activity -> Motor Pool -> Motor Pool Center screen.)
Cost: Total equipment costs accrued on the work order to date. Includes markups.
Total work order charges
Hours: Actual total of labor hours completed on the work order to date.
Cost: Actual total of costs accrued on the work order to date. Includes markups.
Overhead cost
If the shop makes a standard overhead charge, in addition to charges for work actually performed, this field displays the amount to be charged to this work order. You can change the default value that appears. Optional.
If you use the Data -> Equipment Management -> Work Order Summary screen to display information about the work order and do not place a check in the Include apportioned job overhead field in the filter on that screen, this cost displays in the Overhead amount field on that screen.
If you do place a check in the field, this field displays the value that is apportioned to each task, based on the value of charges posted to the task.
For default work order overhead charges, go to the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Small parts markup on labor
Actual total of markup on labor involving small parts, accrued on the work order to date. This applies to labor involved with parts and supplies too small to track individually, such as tightening a screw.
Small parts markup on parts
Actual total of markup accrued on the work order to date for small parts. This applies to parts and supplies too small to track individually, such as screws.
Tool charges
Charges associated with the tool's use.
Delay
Hours: Number of hours of work delay accrued on the work order to date.
Estimated
When you insert a work order, the information in these fields reflect the estimated hours and costs defined on the Estimating tab.
Hours: Estimated number of hours of labor required to complete the work, to the nearest tenth of an hour.
Cost: Estimated cost for the work on this work order.
Total hours shop downtime
Total number of shop downtime hours accumulated for the equipment unit due to shop activity on the work order. The accumulated hours are calculated when you place a check in the Shop downtime end field on the Basic Info tab.
Total hours user downtime
Total number of user downtime hours accumulated for the user due to shop activity on the work order. The accumulated hours are calculated when you place a check in the User downtime end field on the Basic Info tab.
The Downtime details screen group provides more information about downtime on the work order. The Hours field may be edited; all other fields in the screen group are display only. Data in the screen group is sorted by start date.
Note: Downtime data for EQ_COST_DATA and JOB_MAIN are based on changes to JOB_DOWNTIME rows.
Type
The type of downtime. Can be either SHOP or USER.
Started
Date and time (in MMDDYYYY HH:MM:SS format) that the downtime started.
Stopped
Date and time (in MMDDYYYY HH:MM:SS format) that the downtime stopped.
Hours
New value for the hours of downtime associated with the work order. You may enter a positive number, a negative number, or 0 (zero).
When you edit downtime hours on a work order, the appropriate adjustments are also made on the equipment historical costs for the month and year the work order was finished (applies to shop downtime hours or user downtime hours if there is a check in the Default user downtime to stopped when work order is finished field on the Work Orders - Defaults tab of the Setup -> Organization Structure -> Locations -> Primary Information screen) or closed (applies to user downtime hours if the Default user downtime to stopped when work order is finished field is blank).
Note: If
downtime hours have not been stopped yet, they may be calculated as
negative to offset downtime from overlapping work orders for the same
equipment unit. Hours calculated on stopped downtime may not correlate
to a direct calculation of the difference between start time and stop
time because of overlapping work orders or differences in the calendar
used to calculate the hours.
If user downtime hours are changed, the total hours of user downtime
on JOB_MAIN are also updated.
Important: Because of the effect on historical downtime data and the possible effect on overlapping open work orders for the same equipment unit, it is recommended that access to the Hours field be limited to certain personnel. See restricting access to controls for more information.
Modified?
If this field has a check, the value in the Hours field was modified.
Modified by
Identifier of the user who changed the value in the Hours field.
Modified on
Date and time (in MMDDYYYY HH:MM:SS format) that the value in the Hours field was changed.
Summary Values for YYYY (screen group data table at bottom of tab)
Current year-to-date and life-to-date historical costs for the equipment unit. (The same information displays on the Cost Summary - Current tab of the Data -> Equipment Units -> Historical Costs screen.)