Back | Forward

Related Work Orders


In Enterprise Purchasing, you can associate the need for a part as a direct issue to an equipment unit, department, or account without a work order. When the line item is received, the part is issued directly rather than a work order being required.

Line items can also be associated with one or more work orders. When the line item is received, you can issue the received quantity to the work orders without additional processing.

The Related Work Orders tab enables you to associate specific line items with specific work orders. You can specify that parts or commercial work be issued directly to a work order upon receipt. When line items are received, the default action is to issue the received quantity to the related work orders before sending additional quantity received to stock.

The Purchase Orders screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Detail View Header

The field in the top section of the Related Work Orders tab is display only from the Basic Info tab.

Purchase order ID

Identifier of the purchase order either being defined or that is currently selected in the grid. The description displays to the right of the field.

Detail View

Data in the fields in the bottom section of this tab provide information about the line items on the purchase order. Unless otherwise indicated, these fields are required.

Delete

To delete the entries in the fields to the right, place a check in this field and click Save.

Cancel

If this field has a check, there is no longer a demand for the item. This field enables you to retain an audit trail of demand for a purchase order line item that is no longer needed. You cannot cancel a row once it has been issued or partially issued. To cancel a COMMERCIAL line item, at least one other related work order must be active or issued.

Line number

Line item number. Must be greater than or equal to 1 and match the line item number of a row on the Line Items tab. The maximum field length is four characters.

Status

Status of the related work order. This field is display only.

WO location

Identifier of the shop where the work is being performed. This field has a list box of locations that support work orders.  

-year

The year (in YYYY format) printed on the work order.

-number

The work order number. This field has a list box of work orders for the specified location and year with a status of PENDING, OPEN, or WORK FINISHED.

Quantity

Quantity of the line item applying to this work order. For COMMERCIAL line items, this field must be zero. For all other line item types, it must be greater than zero. In addition, for all line item types other than COMMERCIAL, the quantity for a given line item must be less than or equal to the quantity listed on the Line Items tab. It also cannot be less than the number of parts issued if only some of the parts have been issued. This field is required.

Task ID

Identifier associated with the task. Required if a work order ID is listed; otherwise, this field must be blank. Direct issues do not have task IDs. This field has a list box. The choice list displays tasks already on the work order followed by tasks that apply to the equipment asset group. If entered, the task ID must be active and cannot be a PM TASK type.

Task description

Description of the task. Auto-populates based on the selected task ID. This field is display only.

Work accomplished code

Code for work that is to be completed on the work order. This field has a list box. This field is optional.

Equipment ID

Identifier of the equipment unit. If a work order ID is entered, this field auto-populates. If you specify an equipment ID, it must be active and valid for work orders and must match the work order equipment ID if a work order is entered. This field has a list box of active status equipment (including linear assets) that are authorized for work orders. This field is optional.

Department ID

Identifier of the department. If a work order ID is listed, this ID must match the department on the work order. This field has a list box. This field is optional.

Account ID

Identifier of the general accounting system account to charge for the item. It does not have to match the ID on the work order. This field has a list box of active accounts that allow parts issues. This field is optional.

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.

Labor cost

Cost of labor provided by the vendor (including sales tax, if any). For COMMERCIAL line item types, must be greater than zero. The maximum field length is 10 characters. This field is optional.

Labor cost taxable

If this field has a check, the sales tax on labor is computed and added to the amount in the Labor cost field.

If there is a check in the Sales tax computed automatically for: Commercial labor field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen, this field is checked automatically, but you can remove it.

Sales tax rate

If there is a check in the Labor cost taxable field, this field displays the sales tax rate for commercial labor. This field supports two digits to the left of the decimal and four digits to the right. It is display only.

The following fields are searched, in order, and the first rate found is displayed. If all the fields are blank, a sales tax is not added to the charges.

Sales tax settings are specified on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.

Labor hours

Labor hours to be provided by the vendor. For COMMERCIAL line item types, must be greater than zero. The maximum field length is four characters. This field is optional.

Parts cost

Cost of parts to be provided by the vendor. For COMMERCIAL line item types, must be greater than zero. The maximum field length is 10 characters. This field is optional.

Parts cost taxable

If this field has a check, the sales tax on parts is computed and added to the amount in the Parts cost field.

If there is a check in the Sales tax computed automatically for: Commercial parts field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen, this field is checked automatically, but you can remove it.

Sales tax rate

If there is a check in the Parts cost taxable field, this field displays the sales tax rate for commercial parts. This field supports two digits to the left of the decimal and four digits to the right. It is display only.

The following fields are searched, in order, and the first rate found is displayed. If all the fields are blank, a sales tax is not added to the charges.

Sales tax settings are specified on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.

Misc cost

Other costs that cannot be categorized as either labor or parts. For COMMERCIAL line item types, must be greater than zero. The maximum field length is 10 characters. This field is optional.

Misc cost taxable

If this field has a check, miscellaneous costs are subject to an appropriate sales tax that the application added to the Misc cost field.

If there is a check in the Sales tax computed automatically for: Commercial misc field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen, a check displays in this field automatically, but you can remove it.

Sales tax rate

If there is a check in the Misc cost taxable field, this field displays the sales tax rate for miscellaneous costs. This field supports two digits to the left of the decimal and four digits to the right. It is display only.

The following fields are searched, in order, and the first rate found is displayed. If all the fields are blank, a sales tax is not added to the charges.

Est total cost

Displays the sum of the Labor cost, Parts cost, and Misc cost fields. If the individual costs were not specified, you can type the total cost in this field. For COMMERCIAL line items, this value must be greater than zero. The maximum field length is 10 characters, which includes two decimal places. This field is optional.

Estimated total tax amt

Estimated total tax amount. Equal to parts*(part tax rate/100) + labor*(labor tax rate/100) + misc*(misc tax rate/100).

Position ID

Identifier of the position. This field has a list box. This field is optional.

Position IDs are defined on the Data -> Equipment Units -> Setup -> Positions screen.

Service request ID

Identifier of the service request associated with the work order. This field has a list box. This field is optional.

Service requests are assigned to work orders on the Service Requests/Defects tab of the Data -> Shop Activity -> Work Order Center screen. Service requests are assigned to linear work orders on the Service Requests/Defects tab of the Data -> Shop Activity -> Linear Work Order screen.

Vendor invoice

Vendor invoice number. This field is display only.

Vendor work order

Identifier of the vendor work order. This field is display only.