Basic Info |
The Basic Info tab displays basic information about work orders.
For best results, use the filter to limit the display. Choices include the following:
A single equipment ID
A group of equipment IDs (using one or more wildcards)
A valid work order ID (work order location, work order year, and work order number)
A valid work order location ID[.
If you filter solely on work order location ID and do not include any other data to help identify the equipment (e.g., equipment ID, equipment type, model year, manufacturer ID, or model ID), the filter results will include data for all equipment units that have had a work order at the specified location. You can limit the display of information to other specific values to maximize performance.
Caution: Filtering solely on work order location ID is a database resource-intensive activity. You are encouraged to enter as many filter criteria as possible to improve screen performance.
Tip: The filter has an Include apportioned job overhead field, which does not appear on the Work Order Summary screen. If you place a check in this field, work order overhead is distributed equally across all tasks listed. This increases the amount of time required to retrieve data, so it is not recommended unless it is necessary to view the overhead cost data.
The Work Order Summary screen supports location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
You can use the sort button to select any sequence for the summary. A sequence of task-date lists the data in sequence by task ID; within each task ID, it sequences the tasks by date, with the earliest one first. This sequence groups all work in a subject area to which the inquiry pertains (group, task, or service code).
The field in the top section of this tab defines the data that displays.
Equipment ID
Identifier of the equipment unit. This field has a list box of equipment unit IDs, excluding equipment units with a check in the Exclude from inventory lists field on the Authorization tab of the Fleet Equipment screen. The equipment unit year, manufacturer, and model display to the right of the ID.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Equipment IDs are defined on the Data -> Equipment Units -> Fleet Equipment screen.
The fields in the bottom section of this tab display basic summary information about the work orders for the equipment ID. All fields are display only.
Task ID
Identifier of the task that describes the work. The task description displays to the right of the ID. Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Work order ID
Three-part field containing the work order ID. The first part is the location ID of the shop to which the work order is assigned. This part of the field has a list box. The second part of the field is the year the work order was opened. The third part of the field is the number of the work order.
Date
Most recent date charges were posted to the work order and task ID.
Task type
Type of task. This field has a list box:
REPAIR: Task is repair work.
PM SERVICE: Task is a preventive maintenance service.
INSPECTION: Task is a special inspection service incorporated into a PM program.
Internal/commercial
Specifies whether the task is internal or commercial work.
Repair reason ID
Identifier of the reason for the repair. The reason description displays to the right of the ID. Repair reasons IDs are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.
Work class
Code that specifies a work class for the task. This field has a list box. The work class description displays to the right of the field. Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Warranty work
Indication of whether the task is warranty work. This field has a list box:
UNKNOWN: The equipment unit is still in its warranty period (based on time and meter reading) but it is not known whether the task represents warranty work.
YES: The task is warranty work.
NO: The task is not warranty work.
Comeback
If this field has a check, the repair task was identified as a comeback when the work order was closed.
Meter 1 and Meter 2
Latest readings recorded on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen for the equipment unit’s appropriate meters, to the nearest whole meter unit (omit the tenths).
Labor hours
Estimated and actual number of hours of labor for this task.
Labor cost
Estimated and actual cost of internal labor for this task.
Parts cost
Estimated and actual cost of internal parts for this task.
Commercial labor cost
Estimated and actual cost of labor provided by the vendor (or vendors) for this task.
Commercial parts cost
Estimated and actual cost of parts provided by the vendor (or vendors) for this task.
Commercial misc cost
Estimated and actual cost of miscellaneous items provided by the vendor (or vendors) for this task.
Overhead amount
Amount of fleet management overhead costs apportioned to this task.
If you place a check in the Include apportioned job overhead field in the filter, this field displays the overhead cost apportioned to each task based on the value of charges posted to the task.
If you do not place a check in the Include apportioned job overhead field in the filter, this field displays the value in the Overhead cost field on the More Info tab of the Data -> Shop Activity -> Work Order Center screen.
Total cost
Total cost of the work order.
Warranty recovery
Total amount received for all claims for the task on the work order. This information is calculated from the Settlement amount field on the Settlement Data tab of the Data -> Warranty -> Reimbursement Claims screen for all claims that the Claim type field on that tab indicates are for EQUIPMENT.