Basic Info |
The Basic Info tab enables you to display and define identifying information about part-rebuild work orders.
Note: You cannot reopen work orders that were closed prior to the conversion to Release 5.7. You cannot delete a work order if parts have been released to inventory.
You may re-open a closed work order if the work order’s location (specified by the first part of the work order ID) has a check in the Permit re-open of closed work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. That option is overridden, however, if there is a check in the Do not allow reopen of work orders field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on work order location ID/year/number, job status, part ID/suffix, current work delay, or work class, among other values. If you specify a cross-reference part ID and the system cannot find it, it searches for and displays the applicable part ID.
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 first part, which has a list box, identifies the shop location to which the work order is assigned. It must be a location that supports work orders. The default is the location ID in the user's Session location ID field on the Basic Info tab of the System Management -> Setup -> Access Rights -> Users screen. If there is a check 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, it must be the equipment ID’s Access rights location ID specified on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen.
The second part is the calendar year in which the work order was opened.
The third part is a sequential number in the range from 1 to 9999999.
When you insert (open) a new work order, you can assign a work order ID manually or you can have it assigned automatically. To specify that the system assign the work order ID, enter only the first part (location ID where the work order will be filled). The current year fills in automatically and the next sequential number available at that shop is assigned. You can change the number by typing another number over it.
Job status
The status of the job. This field is display only.
OPEN: The work on 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.
CLOSED: The work order is no longer open. If the Warranty work field specifies UNKNOWN, you cannot close the work order.
Note: If an internal rebuild work order is CLOSED, the following fields cannot be edited: Part ID, Suffix, Restocking location ID, Rebuild quantity, Account ID, Employee ID, Vendor ID, Work class, and Warranty work. The Serial Numbers and Completion tabs also are locked and cannot be edited.
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.
Part ID
Identifier of the work order's rebuilt part. Display only. This field auto-populates when a part ID is entered in the bottom section of the tab.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. This field is display only. This field auto-populates when a part suffix is entered in the bottom section of the tab.
Tip: If part status tracking is enabled and the part ID has multiple suffixes, including one for Rebuilt, that suffix displays automatically. Status tracking options are specified on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen.
Data in the fields on the bottom section of this tab define the basic information about the part-rebuild work order. Unless otherwise indicated, these fields are required.
Part ID
Identifier of the work order's rebuilt part. The ID is associated with the part suffix. This field has a list box of rebuildable parts that is limited to parts stocked at the location from which you are issuing parts.
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 displays valid part IDs, suffixes, and short descriptions from which to choose.
Note: You may not open an internal rebuild for an unassembled kit.
If part status tracking is active, the part ID is used to identify the part and the part suffix to differentiate between different states or statuses of the same part. Part IDs are defined on the Data -> Parts Items -> Primary Information screen. Parts are classified as rebuildable on the Data -> Parts Items -> Setup -> Part Classifications screen. Part status tracking is activated on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. If part status tracking is active, defaults to your defined rebuilt suffix. The part suffix you enter must be valid for the value you enter in the Part ID field.
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.
Part status tracking is activated on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen.
Restocking location ID
Return location for the part upon completion of the rebuild. If you specify a part ID, this field defaults to the parts location associated with the work order location, but you can change it. The location must be designated as a parts inventory location (specified on the Functions tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen). This field has a list box. The location description displays to the right of the ID.
Tip: When you process a check in the Date and time closed field, the work order is closed and the quantity specified in the Rebuild quantity field is added to inventory at this location. The quantity is added at the total price of the repair (total labor cost plus total parts cost plus total commercial cost) plus the quantity multiplied by the core value for rebuilds. The core value for rebuilds is specified on the More Info tab of the Data -> Parts Items -> Primary Information screen.
Rebuild quantity
Number of rebuilds included in the work order. When you process a check in the Date and time closed field, the work order is closed and this quantity is used to determine the value to add to the Quantity on hand and Value on hand fields on the Basic Info tab of the Data -> Parts Items -> Location Information screen for the restocking location ID.
Qty available for rebuild
Quantity of the parts coded as CORE-AWAITING REBUILD at the default parts location for the work order. The quantity specified do not have rebuild work orders in progress. Display only.
Note: This field displays only if there is a check in the Enable part status tracking field on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen.
Fabrication - no core
If this field has a check, the part was fabricated or rebuilt from scratch and does not have a core. The system will not check for a core to include as part of the rebuild effort.
Tip: If there is a check in the Item is fabricated/rebuilt without a core field on the Basic Info tab of the Data -> Parts Items -> Primary Information screen, this field is checked automatically when you open a work order for an internal rebuild.
Account ID
Identifier of the general accounting system’s account to charge for the labor. Defaults to the account ID listed on the internal rebuild work order generated on the Basic Info tab of the Data -> Production Planning -> Production Run Management screen. This field has a list box. The account ID description displays to the right of the ID.
Whether account IDs are required, not required, or optional is specified on the Edit Criteria - General tab of the Data -> Setup -> Options 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.
Priority ID
Identifier of the work order's priority. If the work order was generated from a production run, the data from the production run appears. This field has a list box of priority IDs with a check in the Work orders/shop priority field on the Functions tab of the Data -> Shop Activity -> Setup -> Priority Codes screen. The priority description displays to the right of the ID. This field is required.
If there is a check in the Set default work order priority to equipment priority field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, this field displays the priority ID set for the equipment unit when you open a work order from this screen. You can change it.
Employee ID
Identifier of the employee (technician) to whom this work order is assigned. This field has a list box of all employees who support the work order location and who charge time in the application. The employee's name displays to the right of the ID. This field is optional.
Vendor ID
Identifier of the vendor to which the unit will be sent for work. This field has a list box of all active vendors who support the work order location. The vendor's name displays to the right of the ID. This field is optional.
When posting commercial work to an existing task that has only one vendor assigned, this field displays that vendor. If the task has two or more vendors assigned, this field does not populate automatically. If no vendors are assigned at the task level, this field displays the vendor listed on the work order. When posting commercial work to an existing task that has only one vendor assigned, that vendor displays in this field.
If you specify a vendor ID, it is used as the default vendor ID on the Commercial tab of this screen, the Data -> Shop Activity -> Work Order Center screen, and the Data -> Shop Activity -> Work Order - Short Form screen.
Vendor IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen. The Supports only the following locations screen group on the Locations tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen identifies the vendor (or vendors) that support the task.
The values in the following two fields are assigned to all tasks on the work order unless you define a different value for the task. The fields have list boxes. To change any of the values after they are processed or to assign a different value to specific tasks on the work order, you must be assigned to a user rights group that has a check in the appropriate Override work order field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. To change the value for specific tasks, go to the Tasks tab.
Work class
Code that specifies a work class. Its description displays to the right of the class. Required if there is a check in the Require work class on work orders field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.
Warranty work
Warranty status of the work order. If a warranty is in effect, the default is the location's value (determined by the first part of the work order ID) 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 work order is for warranty work.
NO: The work order is not for warranty work (default)
UNKNOWN: When you insert a work order, you should determine (as well as you can at that time) whether the work to be performed on the order represents warranty work. If you are unable to determine this when you insert the work order, you can update this field at any time before you close the work order. You cannot close a work order with this value. Refer to the Date and time closed field.
Date and time in
Date and time the part arrived at the shop for the work to be performed. In Insert mode, the current date and time display, but you can change them. It must be the current system date and time or earlier.
Date and time due
Date and time the customer was promised that the rebuilt part would be ready for return to service or pick up.
If you enter a priority ID, this date is calculated as the date and time in plus the response time defined for the priority ID. The response time associated with a priority ID is specified on the Basic Info tab of the Data -> Shop Activity -> Setup -> Priority Codes screen.
If the work order was generated from a production run, the data is from the production run. You can change this value.
If the work order is for a multi-unit project, this field displays the completion date on the Basic Info tab of the Data -> Equipment Activity -> Multi-Unit Projects -> Primary Information screen.
Date and time opened
This is the time a rebuild was opened. This date is read only and populates when you enter a new ticket.
Date and time finished
When you place a check in this field, the value in the Job status field changes to WORK FINISHED and the current date and time display in this field (which you can change). Must be the current system date and time or earlier.
Date and time closed
When you place a check in this field, the work order is closed, the system date and time display, and the rebuilt part (or parts) is added to inventory at the restocking location ID.
Tip: You can change the system date and time prior to processing the record. To change the information after the record is processed, you must be assigned to a user rights group that has a check in the Change work order close date/time field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. It must be the current system date and time or earlier.
Note: You cannot reopen a closed part-rebuild work order. Before you close one, be sure you have posted all charges to the order.
See additional conditions that prohibit closing a work order.
If there is information in the Printer ID field on the Output Control tab when you close a work order, a report of the work performed and the charges incurred on it is printed. See Sample of the standard work-order format for part rebuilds. You can use the Layout tab on the Queries/Reports -> Query/Report Generator screen to design a customized format for work orders you print from that screen. You can also use FA Web Modules Reporting or any other reporting tool sold separately (such as Microsoft Access) to design reports. Refer to the related documentation for these products.
Estimated hours
Estimated number of hours, to the nearest hundredth of an hour, required to complete the rebuild. Displays the hours from the Estimated hours field on the Tasks tab.
Estimated cost
Estimated cost of the labor and parts associated with the work order.
Estimated hours was computed from standards
If this field has a check, any change of estimated hours on the Tasks tab updates the estimated hours on the work order.
Note: This field is checked automatically when a work order is either generated on the Production Planning screens or entered manually.
Reference order ID
Reference or external work order ID to associate with this work order. This field is optional; you can use it however you want.
Tip: If the work order was generated as part of a multi-unit project, the project ID displays in this field.
Contact name
Name of the contact person. This field is optional.
Phone
Telephone number of the contact person. Maximum field length is 30 characters. This field is optional.
Email Address
The email address of the contact person.