Work Order - Short Form |
Note: Linear assets do not display on this screen. Use the Data -> Shop Activity -> Linear Work Order screen.
The Work Order - Short Form screen enables you to display and record minimum information about repair and preventive maintenance (PM) work orders. It should be used to create work orders for work that has already been completed either in the shop or by outside vendors. You can create a work order, add parts, labor, and commercial transactions, and finish the work order in a single process.
The Work Order - Short Form screen supports location level access, so you must belong to a user group with the applicable authorizations to make changes or updates. If location security is in effect for the logged-in user, location security rules that apply to the equipment unit location and the work order location also apply when transferring a work order using a delay.
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 on this screen.
Important: Before you delete an open work order, you must manually reverse all labor, parts, and commercial costs that have been posted to it. See the Labor, Parts, and Commercial tabs to determine which charges have been posted.
If the Mobile Software is installed, you can use hand-held devices to transfer work order information between the software and the hand-held devices in order to work with the data from remote locations. See the related documentation for these products.
You can use the % wildcard character to filter the results of choice lists on this screen.
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 software ensures that work orders that require approval have been approved prior to posting the order's parts, labor, or commercial charges.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Information about work orders, including their IDs, job types, equipment and PM information, and dates and times of significant work order events
Comments about selected work orders
Notes about selected work orders
Dates and descriptions of all labor charged to selected work orders
Charges to selected work orders for parts issued (from inventory or directly) to the work orders
Commercial labor and parts (supplied by vendors) charged to selected work orders. This tab is not available in Insert mode.
Printing information related to selected work orders, including definition of the valid printer ID (required to print hard copies of work orders)
Names of files associated with a work order
_______________
See Also: